Weinberger Asset Management, Inc
LOS ANGELES CA · SEC CIK 0002051705
$2.67亿2026Q1 申报市值
92持仓数
54.3%前十大占比 · 第一大 12.6%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFAU 加仓+$115.70万
DFUV 加仓+$57.96万
VTV 加仓+$48.27万
ESGV 加仓+$36.75万
ESGU 加仓+$36.13万
2026Q1 卖出最多 按季末市值估算
VOO 清仓-$208.13万
VTI 减仓-$148.44万
NVDA 减仓-$111.13万
SCHV 减仓-$78.83万
SPY 减仓-$64.06万
2026Q1 持仓明细 点表头排序
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 | $3,355.10万 | 12.58% | 104,582 | -4,627 | -4.2% | -$148.44万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,100.27万 | 7.87% | 127,027 | 7 | 0.0% | $1,157 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,612.20万 | 6.04% | 553,451 | -21,228 | -3.7% | -$61.84万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,309.36万 | 4.91% | 60,270 | 110 | 0.2% | $2.39万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,284.87万 | 4.82% | 284,768 | 25,642 | 9.9% | $115.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,225.07万 | 4.59% | 488,077 | 6,290 | 1.3% | $15.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,081.05万 | 4.05% | 55,099 | 2,460 | 4.7% | $48.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $999.30万 | 3.75% | 271,845 | 4,980 | 1.9% | $18.31万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $763.34万 | 2.86% | 250,274 | -25,845 | -9.4% | -$78.83万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $743.35万 | 2.79% | 300,345 | -12,660 | -4.0% | -$31.33万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $738.22万 | 2.77% | 40,060 | 959 | 2.5% | $17.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $699.07万 | 2.62% | 16,005 | -144 | -0.9% | -$6.29万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $685.30万 | 2.57% | 141,417 | 11,960 | 9.2% | $57.96万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $571.79万 | 2.14% | 91,560 | 4,885 | 5.6% | $30.51万 | 加仓 |
| IWP | ISHARES TR | $490.54万 | 1.84% | 38,288 | 1,798 | 4.9% | $23.04万 | 加仓 |
| BAC | BANK AMERICA CORP | $481.79万 | 1.81% | 98,830 | -872 | -0.9% | -$4.25万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $454.82万 | 1.71% | 116,739 | 7,154 | 6.5% | $27.87万 | 加仓 |
| IYW | ISHARES TR | $442.94万 | 1.66% | 24,415 | 9 | 0.0% | $1,633 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $394.06万 | 1.48% | 69,523 | -121 | -0.2% | -$6,858 | 减仓 |
| IJK | ISHARES TR | $366.57万 | 1.37% | 36,431 | -6,317 | -14.8% | -$63.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $359.19万 | 1.35% | 56,054 | -1,731 | -3.0% | -$11.09万 | 减仓 |
| GE | GE AEROSPACE | $327.99万 | 1.23% | 11,558 | -72 | -0.6% | -$2.04万 | 减仓 |
| AAPL | APPLE INC | $318.45万 | 1.19% | 12,548 | -578 | -4.4% | -$14.67万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $316.27万 | 1.19% | 4,863 | -985 | -16.8% | -$64.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $246.75万 | 0.93% | 11,473 | 37 | 0.3% | $7,957 | 加仓 |
| SHOP | SHOPIFY INC | $233.27万 | 0.87% | 19,665 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $228.18万 | 0.86% | 2,614 | -377 | -12.6% | -$32.91万 | 减仓 |
| MO | ALTRIA GROUP INC | $227.75万 | 0.85% | 34,513 | -3 | -0.0% | -$198 | 减仓 |
| META | META PLATFORMS INC | $223.25万 | 0.84% | 3,902 | -503 | -11.4% | -$28.78万 | 减仓 |
| IJH | ISHARES TR | $189.73万 | 0.71% | 28,096 | -5,302 | -15.9% | -$35.80万 | 减仓 |
| IWN | ISHARES TR | $189.27万 | 0.71% | 9,983 | -2,648 | -21.0% | -$50.20万 | 减仓 |
| DVY | ISHARES TR | $183.90万 | 0.69% | 12,146 | -3,177 | -20.7% | -$48.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $177.24万 | 0.66% | 10,163 | -6,372 | -38.5% | -$111.13万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $176.54万 | 0.66% | 6,860 | -826 | -10.7% | -$21.26万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $157.21万 | 0.59% | 46,886 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $149.73万 | 0.56% | 5,090 | -8 | -0.2% | -$2,353 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $142.62万 | 0.53% | 60,303 | 3,694 | 6.5% | $8.74万 | 加仓 |
| PCG | PG&E CORP | $136.39万 | 0.51% | 77,625 | 18 | 0.0% | $316 | 加仓 |
| XYZ | BLOCK INC | $136.30万 | 0.51% | 22,649 | -34 | -0.1% | -$2,046 | 减仓 |
| ATI | ATI INC | $128.00万 | 0.48% | 8,800 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $117.12万 | 0.44% | 2,079 | 1 | 0.0% | $563 | 加仓 |
| GOOGL | ALPHABET INC | $114.57万 | 0.43% | 3,984 | 28 | 0.7% | $8,052 | 加仓 |
| KO | COCA COLA CO | $104.18万 | 0.39% | 13,700 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $102.49万 | 0.38% | 8,520 | -75 | -0.9% | -$9,022 | 减仓 |
| MDYV | SPDR SERIES TRUST | $88.32万 | 0.33% | 10,372 | -281 | -2.6% | -$2.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $80.25万 | 0.30% | 805 | -168 | -17.3% | -$16.75万 | 减仓 |
| SNPE | DBX ETF TR | $75.09万 | 0.28% | 12,610 | 6,045 | 92.1% | $36.00万 | 加仓 |
| ESGU | ISHARES TR | $74.85万 | 0.28% | 5,293 | 2,555 | 93.3% | $36.13万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $74.19万 | 0.28% | 6,608 | 3,273 | 98.1% | $36.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $71.14万 | 0.27% | 2,911 | 14 | 0.5% | $3,422 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $70.90万 | 0.27% | 17,364 | 178 | 1.0% | $7,268 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $69.77万 | 0.26% | 1,456 | 5 | 0.3% | $2,396 | 加仓 |
| AMZN | AMAZON COM INC | $67.50万 | 0.25% | 3,241 | -212 | -6.1% | -$4.42万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $67.00万 | 0.25% | 7,277 | 5 | 0.1% | $460 | 加仓 |
| MSFT | MICROSOFT CORP | $66.86万 | 0.25% | 1,806 | -193 | -9.7% | -$7.15万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $63.95万 | 0.24% | 16,900 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $60.34万 | 0.23% | 2,103 | -99 | -4.5% | -$2.84万 | 减仓 |
| WM | WASTE MGMT INC DEL | $60.14万 | 0.23% | 2,617 | 8 | 0.3% | $1,838 | 加仓 |
| IJJ | ISHARES TR | $58.86万 | 0.22% | 4,442 | -789 | -15.1% | -$10.45万 | 减仓 |
| — | EXXON MOBIL CORP | $57.12万 | 0.21% | 3,367 | 13 | 0.4% | $2,206 | 加仓 |
| RBLX | ROBLOX CORP | $54.34万 | 0.20% | 9,608 | -878 | -8.4% | -$4.97万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $52.15万 | 0.20% | 20,150 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $51.51万 | 0.19% | 6,639 | 14 | 0.2% | $1,086 | 加仓 |
| ANET | ARISTA NETWORKS INC | $50.73万 | 0.19% | 4,132 | -3 | -0.1% | -$368 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $50.51万 | 0.19% | 1,495 | 18 | 1.2% | $6,081 | 加仓 |
| SLYV | SPDR SERIES TRUST | $50.26万 | 0.19% | 5,314 | -49 | -0.9% | -$4,634 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $50.18万 | 0.19% | 1,855 | -13 | -0.7% | -$3,517 | 减仓 |
| AVGO | BROADCOM INC | $48.16万 | 0.18% | 1,556 | -104 | -6.3% | -$3.22万 | 减仓 |
| BP | BP PLC | $42.78万 | 0.16% | 9,102 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $40.63万 | 0.15% | 8,641 | 3,211 | 59.1% | $15.10万 | 加仓 |
| XJH | ISHARES TR | $34.72万 | 0.13% | 7,653 | 7,653 | — | $34.72万 | 新建仓 |
| — | COHEN & STEERS TOTAL RETURN | $33.81万 | 0.13% | 30,348 | -980 | -3.1% | -$1.09万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $33.66万 | 0.13% | 1,150 | -30 | -2.5% | -$8,781 | 减仓 |
| PFE | PFIZER INC | $32.86万 | 0.12% | 11,702 | 10 | 0.1% | $281 | 加仓 |
| SHEL | SHELL PLC | $32.75万 | 0.12% | 3,521 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $32.24万 | 0.12% | 6,423 | -215 | -3.2% | -$1.08万 | 减仓 |
| — | ELECTRONIC ARTS INC | $31.32万 | 0.12% | 1,536 | 1 | 0.1% | $204 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.28万 | 0.12% | 1,291 | -3 | -0.2% | -$727 | 减仓 |
| WFC | WELLS FARGO & CO | $31.21万 | 0.12% | 3,920 | -114 | -2.8% | -$9,076 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $28.81万 | 0.11% | 4,432 | 0 | 0.0% | — | 重新持有 |
| DON | WISDOMTREE TR | $28.44万 | 0.11% | 5,413 | 508 | 10.4% | $2.67万 | 加仓 |
| TBT | PROSHARES TR | $25.97万 | 0.10% | 7,390 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.82万 | 0.10% | 3,627 | -10 | -0.3% | -$712 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.36万 | 0.10% | 1,734 | -482 | -21.8% | -$7.05万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $25.01万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $24.94万 | 0.09% | 671 | -44 | -6.2% | -$1.64万 | 减仓 |
| NEM | NEWMONT CORP | $23.87万 | 0.09% | 2,205 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.77万 | 0.08% | 511 | 76 | 17.5% | $3.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $21.03万 | 0.08% | 364 | 364 | — | $21.03万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.47万 | 0.08% | 289 | 289 | — | $20.47万 | 新建仓 |
| IVV | ISHARES TR | $20.38万 | 0.08% | 312 | 312 | — | $20.38万 | 新建仓 |
| — | CROWN CRAFTS INC | $5.67万 | 0.02% | 22,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,319 | -100.0% | -$208.13万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -939 | -100.0% | -$24.88万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |