SHRIER WEALTH MANAGEMENT, LLC
LOS ANGELES CA · SEC CIK 0002075389
$2.74亿2026Q1 申报市值
131持仓数
41.5%前十大占比 · 第一大 8.2%
8 / 3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
BA 新建仓+$220.45万
SGOV 加仓+$211.57万
IEFA 加仓+$165.30万
VTV 加仓+$113.42万
VUG 加仓+$102.87万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$238.98万
EXXON MOBIL CORP 减仓-$90.21万
JPM 减仓-$71.77万
IAU 减仓-$54.88万
INTU 清仓-$28.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VTR | VENTAS INC | $226.12万 | 0.83% | 27,649 | 24 | 0.1% | $1,963 | 加仓 |
| HDV | ISHARES TR | $227.81万 | 0.83% | 16,785 | 6,165 | 58.1% | $83.67万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $250.07万 | 0.91% | 13,030 | -283 | -2.1% | -$5.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $259.69万 | 0.95% | 17,979 | 645 | 3.7% | $9.32万 | 加仓 |
| WFC | WELLS FARGO & CO | $259.94万 | 0.95% | 32,651 | 696 | 2.2% | $5.54万 | 加仓 |
| MRK | MERCK & CO INC | $263.86万 | 0.96% | 21,935 | -192 | -0.9% | -$2.31万 | 减仓 |
| GM | GENERAL MTRS CO | $296.76万 | 1.08% | 39,834 | -364 | -0.9% | -$2.71万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $297.33万 | 1.09% | 17,983 | 488 | 2.8% | $8.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $300.37万 | 1.10% | 12,288 | -174 | -1.4% | -$4.25万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $310.15万 | 1.13% | 81,962 | 1,471 | 1.8% | $5.57万 | 加仓 |
| GOOG | ALPHABET INC | $312.07万 | 1.14% | 10,879 | -24 | -0.2% | -$6,884 | 减仓 |
| BHP | BHP BILLITON LIMITED | $336.96万 | 1.23% | 46,324 | 2,766 | 6.4% | $20.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $339.78万 | 1.24% | 53,024 | 552 | 1.1% | $3.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $344.49万 | 1.26% | 70,664 | -1,822 | -2.5% | -$8.88万 | 减仓 |
| AAPL | APPLE INC | $353.54万 | 1.29% | 13,930 | 192 | 1.4% | $4.87万 | 加仓 |
| NVS | NOVARTIS AG | $362.03万 | 1.32% | 23,701 | -376 | -1.6% | -$5.74万 | 减仓 |
| WMT | WALMART INC | $364.96万 | 1.33% | 29,366 | -2,124 | -6.7% | -$26.40万 | 减仓 |
| KO | COCA COLA CO | $367.95万 | 1.34% | 48,383 | 915 | 1.9% | $6.96万 | 加仓 |
| CVX | CHEVRON CORPORATION | $379.87万 | 1.39% | 18,360 | -395 | -2.1% | -$8.17万 | 减仓 |
| WM | WASTE MGMT INC DEL | $404.43万 | 1.48% | 17,600 | -105 | -0.6% | -$2.41万 | 减仓 |
| IAU | ISHARES GOLD TR | $430.22万 | 1.57% | 48,800 | -6,225 | -11.3% | -$54.88万 | 减仓 |
| ENB | ENBRIDGE INC | $449.18万 | 1.64% | 82,967 | 975 | 1.2% | $5.28万 | 加仓 |
| — | EXXON MOBIL CORP | $472.71万 | 1.73% | 27,862 | -5,317 | -16.0% | -$90.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $519.53万 | 1.90% | 71,384 | 292 | 0.4% | $2.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $549.10万 | 2.01% | 18,667 | -2,440 | -11.6% | -$71.77万 | 减仓 |
| SDY | SPDR SERIES TRUST | $601.68万 | 2.20% | 41,228 | 5,040 | 13.9% | $73.55万 | 加仓 |
| IJR | ISHARES TR | $689.25万 | 2.52% | 55,446 | 4,456 | 8.7% | $55.39万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $820.50万 | 3.00% | 38,152 | 2,579 | 7.2% | $55.46万 | 加仓 |
| GLD | SPDR GOLD TR | $836.23万 | 3.06% | 19,434 | -5,554 | -22.2% | -$238.98万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,046.50万 | 3.82% | 53,338 | 5,781 | 12.2% | $113.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,216.56万 | 4.45% | 27,852 | 2,355 | 9.2% | $102.87万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,661.14万 | 6.07% | 307,334 | 16,985 | 5.8% | $91.80万 | 加仓 |
| IEFA | ISHARES TR | $1,681.15万 | 6.14% | 185,701 | 18,259 | 10.9% | $165.30万 | 加仓 |
| SGOV | ISHARES TR | $2,256.34万 | 8.25% | 224,155 | 21,018 | 10.3% | $211.57万 | 加仓 |