Weinberger Asset Management, Inc
LOS ANGELES CA · SEC CIK 0002051705
$3.12亿2026Q2 申报市值
101持仓数
54.3%前十大占比 · 第一大 12.4%
6 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAU 加仓+$188.98万
IWP 加仓+$72.88万
DIMENSIONAL ETF 加仓+$70.39万
DFUV 加仓+$67.51万
DIMENSIONAL ETF 加仓+$48.77万
2026Q2 卖出最多 按季末市值估算
DVY 减仓-$65.29万
SCHV 减仓-$22.30万
VOT 减仓-$15.28万
VEA 减仓-$12.13万
GEV 减仓-$11.39万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,857.28万 | 12.37% | 104,758 | 176 | 0.2% | $6.48万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,424.54万 | 7.78% | 127,059 | 32 | 0.0% | $6,106 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,913.81万 | 6.14% | 560,085 | 6,634 | 1.2% | $22.67万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,663.51万 | 5.33% | 321,265 | 36,497 | 12.8% | $188.98万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,493.30万 | 4.79% | 61,043 | 773 | 1.3% | $18.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,429.78万 | 4.59% | 495,593 | 7,516 | 1.5% | $21.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,250.13万 | 4.01% | 56,837 | 1,738 | 3.2% | $38.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,189.58万 | 3.81% | 288,943 | 17,098 | 6.3% | $70.39万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $862.52万 | 2.77% | 42,127 | 2,067 | 5.2% | $42.32万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $853.65万 | 2.74% | 153,561 | 12,144 | 8.6% | $67.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $850.48万 | 2.73% | 99,821 | 3,791 | 3.9% | $32.30万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $845.59万 | 2.71% | 308,272 | 7,927 | 2.6% | $21.74万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $830.39万 | 2.66% | 243,729 | -6,545 | -2.6% | -$22.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $696.37万 | 2.23% | 98,455 | 6,895 | 7.5% | $48.77万 | 加仓 |
| BAC | BANK OF AMER CORP | $612.75万 | 1.96% | 98,910 | 80 | 0.1% | $4,956 | 加仓 |
| IWP | ISHARES TR | $597.58万 | 1.92% | 43,606 | 5,318 | 13.9% | $72.88万 | 加仓 |
| IYW | ISHARES TR | $581.35万 | 1.86% | 24,422 | 7 | 0.0% | $1,666 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $526.89万 | 1.69% | 125,152 | 8,413 | 7.2% | $35.42万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $437.15万 | 1.40% | 76,226 | 6,703 | 9.6% | $38.44万 | 加仓 |
| GE | GE AEROSPACE | $415.53万 | 1.33% | 11,540 | -18 | -0.2% | -$6,481 | 减仓 |
| IJK | ISHARES TR | $397.52万 | 1.27% | 35,531 | -900 | -2.5% | -$10.07万 | 减仓 |
| AAPL | APPLE INC | $389.16万 | 1.25% | 12,598 | 50 | 0.4% | $1.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $383.73万 | 1.23% | 54,337 | -1,717 | -3.1% | -$12.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $351.89万 | 1.13% | 4,711 | -152 | -3.1% | -$11.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $273.63万 | 0.88% | 11,394 | -79 | -0.7% | -$1.90万 | 减仓 |
| GEV | GE VERNOVA INC | $247.47万 | 0.79% | 2,499 | -115 | -4.4% | -$11.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $236.00万 | 0.76% | 34,539 | 26 | 0.1% | $1,777 | 加仓 |
| SHOP | SHOPIFY INC | $230.38万 | 0.74% | 19,665 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $218.95万 | 0.70% | 3,933 | 31 | 0.8% | $1.73万 | 加仓 |
| IWN | ISHARES TR | $213.26万 | 0.68% | 9,639 | -344 | -3.4% | -$7.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $209.26万 | 0.67% | 10,424 | 261 | 2.6% | $5.24万 | 加仓 |
| IJH | ISHARES TR | $206.77万 | 0.66% | 27,470 | -626 | -2.2% | -$4.71万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $187.45万 | 0.60% | 6,343 | -517 | -7.5% | -$15.28万 | 减仓 |
| XYZ | BLOCK INC | $184.00万 | 0.59% | 22,649 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $180.15万 | 0.58% | 5,121 | 31 | 0.6% | $1.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $173.46万 | 0.56% | 64,749 | 4,446 | 7.4% | $11.91万 | 加仓 |
| ATI | ATI INC | $164.95万 | 0.53% | 8,800 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $150.88万 | 0.48% | 46,886 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $142.92万 | 0.46% | 4,013 | 29 | 0.7% | $1.03万 | 加仓 |
| PCG | PG&E CORP | $134.96万 | 0.43% | 77,653 | 28 | 0.0% | $487 | 加仓 |
| DVY | ISHARES TR | $130.51万 | 0.42% | 8,096 | -4,050 | -33.3% | -$65.29万 | 减仓 |
| DE | DEERE & CO | $123.35万 | 0.40% | 2,081 | 2 | 0.1% | $1,185 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $121.97万 | 0.39% | 1,482 | -13 | -0.9% | -$1.07万 | 减仓 |
| KO | COCA COLA CO | $120.30万 | 0.39% | 13,735 | 35 | 0.3% | $3,066 | 加仓 |
| MRK | MERCK & CO INC | $111.26万 | 0.36% | 8,545 | 25 | 0.3% | $3,255 | 加仓 |
| ESGV | VANGUARD WORLD FD | $89.30万 | 0.29% | 6,764 | 156 | 2.4% | $2.06万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $88.73万 | 0.28% | 9,340 | -1,032 | -9.9% | -$9.80万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $88.46万 | 0.28% | 7,291 | 14 | 0.2% | $1,699 | 加仓 |
| ESGU | ISHARES TR | $88.40万 | 0.28% | 5,402 | 109 | 2.1% | $1.78万 | 加仓 |
| AMZN | AMAZON COM INC | $88.37万 | 0.28% | 3,254 | 13 | 0.4% | $3,531 | 加仓 |
| SNPE | DBX ETF TR | $88.32万 | 0.28% | 12,875 | 265 | 2.1% | $1.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $84.84万 | 0.27% | 1,826 | 20 | 1.1% | $9,292 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $80.65万 | 0.26% | 17,852 | 488 | 2.8% | $2.20万 | 加仓 |
| CSCO | CISCO SYS INC | $77.47万 | 0.25% | 6,679 | 40 | 0.6% | $4,639 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.95万 | 0.25% | 808 | 3 | 0.4% | $2,857 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $75.28万 | 0.24% | 2,937 | 26 | 0.9% | $6,664 | 加仓 |
| GOOG | ALPHABET INC | $74.80万 | 0.24% | 2,097 | -6 | -0.3% | -$2,140 | 减仓 |
| ANET | ARISTA NETWORKS INC | $74.74万 | 0.24% | 4,144 | 12 | 0.3% | $2,164 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.53万 | 0.24% | 1,457 | 1 | 0.1% | $512 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.20万 | 0.24% | 1,791 | -64 | -3.5% | -$2.65万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.30万 | 0.21% | 16,900 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $62.83万 | 0.20% | 4,250 | -192 | -4.3% | -$2.84万 | 减仓 |
| AVGO | BROADCOM INC | $61.78万 | 0.20% | 1,587 | 31 | 2.0% | $1.21万 | 加仓 |
| WM | WASTE MGMT INC DEL | $59.36万 | 0.19% | 2,620 | 3 | 0.1% | $680 | 加仓 |
| SLYV | SPDR SERIES TRUST | $58.57万 | 0.19% | 5,314 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $56.00万 | 0.18% | 20,150 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $54.31万 | 0.17% | 3,494 | 127 | 3.8% | $1.97万 | 加仓 |
| ESML | ISHARES TR | $46.87万 | 0.15% | 8,724 | 83 | 1.0% | $4,459 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.46万 | 0.14% | 1,156 | 6 | 0.5% | $2,256 | 加仓 |
| XJH | ISHARES TR | $42.66万 | 0.14% | 8,357 | 704 | 9.2% | $3.59万 | 加仓 |
| BP | BP PLC | $41.16万 | 0.13% | 9,102 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN | $33.71万 | 0.11% | 29,310 | -1,038 | -3.4% | -$1.19万 | 减仓 |
| WFC | WELLS FARGO & CO | $33.37万 | 0.11% | 3,860 | -60 | -1.5% | -$5,186 | 减仓 |
| SHEL | SHELL PLC | $32.39万 | 0.10% | 3,521 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $32.37万 | 0.10% | 1,542 | 6 | 0.4% | $1,259 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $30.95万 | 0.10% | 5,384 | 5,384 | — | $30.95万 | 新建仓 |
| DON | WISDOMTREE TR | $30.26万 | 0.10% | 5,260 | -153 | -2.8% | -$8,801 | 减仓 |
| RBLX | ROBLOX CORP | $30.15万 | 0.10% | 8,470 | -1,138 | -11.8% | -$4.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.05万 | 0.10% | 6,420 | -3 | -0.0% | -$140 | 减仓 |
| FTNT | FORTINET INC | $29.72万 | 0.10% | 1,835 | 1,835 | — | $29.72万 | 新建仓 |
| PFE | PFIZER INC | $29.08万 | 0.09% | 11,628 | -74 | -0.6% | -$1,851 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.35万 | 0.09% | 1,268 | -23 | -1.8% | -$5,142 | 减仓 |
| TBT | PROSHARES TR | $28.21万 | 0.09% | 7,390 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $27.86万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $25.51万 | 0.08% | 4,470 | 38 | 0.9% | $2,169 | 加仓 |
| QQQ | INVESCO QQQ TR | $25.51万 | 0.08% | 364 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $24.79万 | 0.08% | 3,644 | 17 | 0.5% | $1,156 | 加仓 |
| LLY | ELI LILLY & CO | $24.54万 | 0.08% | 214 | 5 | 2.4% | $5,734 | 重新持有 |
| IWF | ISHARES TR | $24.16万 | 0.08% | 2,042 | -2 | -0.1% | -$237 | 减仓 |
| TSLA | TESLA INC | $23.84万 | 0.08% | 766 | 95 | 14.2% | $2.96万 | 加仓 |
| IVV | ISHARES TR | $23.41万 | 0.08% | 312 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.22万 | 0.07% | 285 | -4 | -1.4% | -$3,259 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $22.50万 | 0.07% | 678 | 678 | — | $22.50万 | 新建仓 |
| C | CITIGROUP INC | $22.36万 | 0.07% | 1,688 | -500 | -22.9% | -$6.62万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.70万 | 0.07% | 1,763 | 29 | 1.7% | $3,569 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.48万 | 0.07% | 6,400 | 6,400 | — | $21.48万 | 新建仓 |
| ABBV | ABBVIE INC | $21.45万 | 0.07% | 855 | -169 | -16.5% | -$4.24万 | 重新持有 |
| NEM | NEWMONT CORP | $20.66万 | 0.07% | 2,205 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.19万 | 0.06% | 954 | 954 | — | $20.19万 | 新建仓 |
| — | CROWN CRAFTS INC | $6.49万 | 0.02% | 22,000 | 0 | 0.0% | — | 不变 |