SHRIER WEALTH MANAGEMENT, LLC
LOS ANGELES CA · SEC CIK 0002075389
$2.96亿2026Q2 申报市值
134持仓数
42.4%前十大占比 · 第一大 7.8%
8 / 5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
PG 加仓+$148.12万
IEFA 加仓+$80.26万
VUG 加仓+$62.01万
SGOV 加仓+$61.30万
VWO 加仓+$57.61万
2026Q2 卖出最多 按季末市值估算
EQT 清仓-$26.65万
CRM 清仓-$23.73万
XLE 清仓-$21.08万
GLDM 清仓-$20.04万
RIVN 清仓-$15.64万
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $212.47万 | 0.72% | 25,876 | 2,421 | 10.3% | $19.88万 | 加仓 |
| — | BANK OF AMER CORP | $214.89万 | 0.72% | 1,713 | -20 | -1.2% | -$2.51万 | 减仓 |
| OKE | ONEOK INC NEW | $219.53万 | 0.74% | 25,251 | 301 | 1.2% | $2.62万 | 加仓 |
| BA | BOEING CO | $237.23万 | 0.80% | 10,959 | -117 | -1.1% | -$2.53万 | 减仓 |
| VTR | VENTAS INC | $247.54万 | 0.83% | 27,876 | 227 | 0.8% | $2.02万 | 加仓 |
| HDV | ISHARES TR | $263.43万 | 0.89% | 96,107 | 12,182 | 14.5% | $33.39万 | 加仓 |
| WFC | WELLS FARGO & CO | $269.99万 | 0.91% | 32,670 | 19 | 0.1% | $1,570 | 加仓 |
| CSCO | CISCO SYS INC | $274.97万 | 0.93% | 23,409 | -4 | -0.0% | -$470 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $278.80万 | 0.94% | 13,103 | 73 | 0.6% | $1.55万 | 加仓 |
| MRK | MERCK & CO INC | $284.14万 | 0.96% | 22,112 | 177 | 0.8% | $2.27万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $304.19万 | 1.03% | 82,750 | 788 | 1.0% | $2.90万 | 加仓 |
| GM | GENERAL MTRS CO | $307.84万 | 1.04% | 39,938 | 104 | 0.3% | $8,016 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $324.98万 | 1.10% | 12,796 | 508 | 4.1% | $12.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $327.58万 | 1.10% | 18,107 | 124 | 0.7% | $2.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $331.50万 | 1.12% | 19,999 | 1,639 | 8.9% | $27.17万 | 加仓 |
| WMT | WALMART INC | $335.43万 | 1.13% | 29,616 | 250 | 0.9% | $2.83万 | 加仓 |
| NVS | NOVARTIS AG | $374.31万 | 1.26% | 23,884 | 183 | 0.8% | $2.87万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $380.16万 | 1.28% | 53,356 | 332 | 0.6% | $2.37万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $385.80万 | 1.30% | 46,309 | -15 | -0.0% | -$1,250 | 减仓 |
| GOOG | ALPHABET INC | $386.30万 | 1.30% | 10,933 | 54 | 0.5% | $1.91万 | 加仓 |
| KO | COCA COLA CO | $394.39万 | 1.33% | 48,528 | 145 | 0.3% | $1.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $395.56万 | 1.33% | 17,748 | 148 | 0.8% | $3.30万 | 加仓 |
| AAPL | APPLE INC | $402.87万 | 1.36% | 13,923 | -7 | -0.1% | -$2,025 | 减仓 |
| BAC | BANK OF AMER CORP | $406.89万 | 1.37% | 71,409 | 745 | 1.1% | $4.24万 | 加仓 |
| IAU | ISHARES GOLD TR | $408.78万 | 1.38% | 54,136 | 5,336 | 10.9% | $40.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $411.76万 | 1.39% | 28,080 | 10,101 | 56.2% | $148.12万 | 加仓 |
| — | EXXON MOBIL CORP | $420.22万 | 1.42% | 30,736 | 2,874 | 10.3% | $39.29万 | 加仓 |
| ENB | ENBRIDGE INC | $455.34万 | 1.54% | 83,995 | 1,028 | 1.2% | $5.57万 | 加仓 |
| WMB | WILLIAMS COS INC | $531.57万 | 1.79% | 71,505 | 121 | 0.2% | $8,995 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $614.67万 | 2.07% | 18,778 | 111 | 0.6% | $3.63万 | 加仓 |
| SDY | SPDR SERIES TRUST | $653.13万 | 2.20% | 42,918 | 1,690 | 4.1% | $25.72万 | 加仓 |
| GLD | SPDR GOLD TR | $721.95万 | 2.44% | 19,598 | 164 | 0.8% | $6.04万 | 加仓 |
| IJR | ISHARES TR | $851.78万 | 2.87% | 57,433 | 1,987 | 3.6% | $29.47万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $929.49万 | 3.14% | 39,282 | 1,130 | 3.0% | $26.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,216.76万 | 4.10% | 55,832 | 2,494 | 4.7% | $54.35万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,501.52万 | 5.06% | 174,311 | 7,199 | 4.3% | $62.01万 | 加仓 |
| IEFA | ISHARES TR | $1,873.75万 | 6.32% | 194,011 | 8,310 | 4.5% | $80.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,892.08万 | 6.38% | 316,985 | 9,651 | 3.1% | $57.61万 | 加仓 |
| SGOV | ISHARES TR | $2,317.86万 | 7.82% | 230,244 | 6,089 | 2.7% | $61.30万 | 加仓 |