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 |
|---|---|---|---|---|---|---|---|---|
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,188 | -100.0% | -$26.65万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,271 | -100.0% | -$23.73万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,441 | -100.0% | -$21.08万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,162 | -100.0% | -$20.04万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -10,392 | -100.0% | -$15.64万 | 清仓 |
| — | SABA CAPITAL INCOME & OPPORT | $9.48万 | 0.03% | 11,349 | 43 | 0.4% | $359 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.20万 | 0.07% | 508 | 20 | 4.1% | $7,954 | 加仓 |
| MCD | MCDONALDS CORP | $21.09万 | 0.07% | 780 | -68 | -8.0% | -$1.84万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $21.15万 | 0.07% | 5,118 | 2 | 0.0% | $83 | 加仓 |
| IJJ | ISHARES TR | $21.38万 | 0.07% | 1,447 | 1,447 | — | $21.38万 | 新建仓 |
| KMX | CARMAX INC | $21.68万 | 0.07% | 4,100 | 4,100 | — | $21.68万 | 新建仓 |
| IJH | ISHARES TR | $22.25万 | 0.08% | 2,885 | 2,885 | — | $22.25万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.03万 | 0.08% | 3,996 | 146 | 3.8% | $8,413 | 加仓 |
| IWF | ISHARES TR | $23.34万 | 0.08% | 1,880 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $23.64万 | 0.08% | 14,886 | -88 | -0.6% | -$1,397 | 减仓 |
| NFLX | NETFLIX INC. | $24.24万 | 0.08% | 3,395 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $24.57万 | 0.08% | 2,056 | 2,056 | — | $24.57万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.61万 | 0.09% | 1,437 | 12 | 0.8% | $2,138 | 加仓 |
| BCS | BARCLAYS PLC | $26.46万 | 0.09% | 9,852 | -167 | -1.7% | -$4,486 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $27.50万 | 0.09% | 813 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $27.52万 | 0.09% | 635 | 635 | — | $27.52万 | 新建仓 |
| IJK | ISHARES TR | $27.55万 | 0.09% | 2,345 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.81万 | 0.10% | 319 | 1 | 0.3% | $934 | 加仓 |
| GDXJ | VANECK ETF TRUST | $30.36万 | 0.10% | 3,090 | 3,090 | — | $30.36万 | 新建仓 |
| T | AT&T INC | $30.82万 | 0.10% | 14,891 | 4,005 | 36.8% | $8.29万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $32.55万 | 0.11% | 23,453 | 5,835 | 33.1% | $8.10万 | 加仓 |
| VALE | VALE S A | $33.11万 | 0.11% | 22,012 | -1,660 | -7.0% | -$2.50万 | 减仓 |
| BLK | BLACKROCK INC | $33.22万 | 0.11% | 345 | 1 | 0.3% | $963 | 加仓 |
| RSG | REPUBLIC SVCS INC | $34.54万 | 0.12% | 1,621 | 34 | 2.1% | $7,244 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $34.66万 | 0.12% | 5,613 | 3 | 0.1% | $185 | 加仓 |
| NUE | NUCOR CORP | $36.84万 | 0.12% | 1,654 | -46 | -2.7% | -$1.02万 | 减仓 |
| V | VISA INC | $38.63万 | 0.13% | 1,126 | 32 | 2.9% | $1.10万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $38.63万 | 0.13% | 2,217 | 122 | 5.8% | $2.13万 | 加仓 |
| SUB | ISHARES TR | $39.39万 | 0.13% | 3,700 | 525 | 16.5% | $5.59万 | 加仓 |
| B | BARRICK MNG CORP | $40.34万 | 0.14% | 10,982 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $40.48万 | 0.14% | 1,133 | -24 | -2.1% | -$8,575 | 减仓 |
| UNP | UNION PAC CORP | $41.24万 | 0.14% | 1,516 | 1,516 | — | $41.24万 | 新建仓 |
| IWM | ISHARES TR | $43.20万 | 0.15% | 1,438 | 2 | 0.1% | $601 | 加仓 |
| GDX | VANECK ETF TRUST | $43.27万 | 0.15% | 5,735 | 5,735 | — | $43.27万 | 新建仓 |
| META | META PLATFORMS INC | $44.72万 | 0.15% | 794 | 1 | 0.1% | $563 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $45.18万 | 0.15% | 11,859 | 30 | 0.3% | $1,143 | 加仓 |
| FAST | FASTENAL CO | $45.22万 | 0.15% | 9,414 | -91 | -1.0% | -$4,371 | 减仓 |
| SO | SOUTHERN CO | $49.18万 | 0.17% | 5,138 | 190 | 3.8% | $1.82万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $49.32万 | 0.17% | 2,903 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $49.57万 | 0.17% | 2,602 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $51.89万 | 0.18% | 27,139 | -1,207 | -4.3% | -$2.31万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $52.77万 | 0.18% | 30,862 | 295 | 1.0% | $5,044 | 加仓 |
| EMR | EMERSON ELEC CO | $52.80万 | 0.18% | 3,689 | 315 | 9.3% | $4.51万 | 加仓 |
| TSLA | TESLA INC | $53.16万 | 0.18% | 1,264 | -70 | -5.2% | -$2.94万 | 减仓 |
| MDT | MEDTRONIC PLC | $54.87万 | 0.19% | 7,014 | 385 | 5.8% | $3.01万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $55.43万 | 0.19% | 8,071 | 4 | 0.0% | $275 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $57.07万 | 0.19% | 38,794 | -899 | -2.3% | -$1.32万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $57.08万 | 0.19% | 24,175 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $57.98万 | 0.20% | 1,110 | -58 | -5.0% | -$3.03万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $60.46万 | 0.20% | 18,911 | -19 | -0.1% | -$607 | 减仓 |
| CLX | CLOROX CO DEL | $60.50万 | 0.20% | 6,339 | 1,898 | 42.7% | $18.11万 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $62.52万 | 0.21% | 38,685 | -1,558 | -3.9% | -$2.52万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $65.36万 | 0.22% | 4,213 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $65.79万 | 0.22% | 2,899 | 2 | 0.1% | $454 | 加仓 |
| DVY | ISHARES TR | $67.57万 | 0.23% | 4,323 | -195 | -4.3% | -$3.05万 | 减仓 |
| AVGO | BROADCOM INC | $68.39万 | 0.23% | 1,811 | 2 | 0.1% | $755 | 加仓 |
| SHEL | SHELL PLC | $68.68万 | 0.23% | 8,857 | 137 | 1.6% | $1.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $71.38万 | 0.24% | 8,859 | -321 | -3.5% | -$2.59万 | 减仓 |
| DEO | DIAGEO PLC | $75.07万 | 0.25% | 9,339 | -205 | -2.1% | -$1.65万 | 减仓 |
| ABBV | ABBVIE INC | $75.52万 | 0.25% | 3,001 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $78.90万 | 0.27% | 2,157 | -2 | -0.1% | -$732 | 减仓 |
| MSFT | MICROSOFT CORP | $82.55万 | 0.28% | 2,213 | -2 | -0.1% | -$746 | 减仓 |
| AMZN | AMAZON COM INC | $88.21万 | 0.30% | 3,701 | 18 | 0.5% | $4,290 | 加仓 |
| ISTB | ISHARES TR | $88.39万 | 0.30% | 18,318 | 274 | 1.5% | $1.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $90.18万 | 0.30% | 4,507 | 21 | 0.5% | $4,202 | 加仓 |
| AMGN | AMGEN INC | $90.36万 | 0.30% | 2,495 | -40 | -1.6% | -$1.45万 | 减仓 |
| MMM | 3M CO | $90.73万 | 0.31% | 5,604 | 94 | 1.7% | $1.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $91.03万 | 0.31% | 1,219 | -71 | -5.5% | -$5.30万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $91.89万 | 0.31% | 20,156 | 2,084 | 11.5% | $9.50万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $97.41万 | 0.33% | 73,652 | -2,215 | -2.9% | -$2.93万 | 减仓 |
| DIS | DISNEY WALT CO | $101.79万 | 0.34% | 10,576 | 95 | 0.9% | $9,144 | 加仓 |
| CAT | CATERPILLAR INC | $104.63万 | 0.35% | 982 | 338 | 52.5% | $36.01万 | 加仓 |
| HD | HOME DEPOT INC | $106.03万 | 0.36% | 3,006 | 35 | 1.2% | $1.23万 | 加仓 |
| — | WELLS FARGO & CO | $107.80万 | 0.36% | 932 | 7 | 0.8% | $8,097 | 加仓 |
| PFE | PFIZER INC | $107.91万 | 0.36% | 44,811 | 791 | 1.8% | $1.90万 | 加仓 |
| IEMG | ISHARES INC | $108.64万 | 0.37% | 13,114 | 696 | 5.6% | $5.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $115.54万 | 0.39% | 1,569 | -184 | -10.5% | -$13.55万 | 减仓 |
| NEM | NEWMONT CORP | $125.08万 | 0.42% | 13,392 | 37 | 0.3% | $3,456 | 加仓 |
| DGS | WISDOMTREE TR | $132.90万 | 0.45% | 20,538 | 16 | 0.1% | $1,035 | 加仓 |
| MO | ALTRIA GROUP INC | $142.64万 | 0.48% | 19,826 | 62 | 0.3% | $4,461 | 加仓 |
| INTC | INTEL CORP | $157.88万 | 0.53% | 11,307 | 77 | 0.7% | $1.08万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $160.27万 | 0.54% | 14,908 | 151 | 1.0% | $1.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $170.28万 | 0.57% | 3,403 | 87 | 2.6% | $4.35万 | 加仓 |
| O | REALTY INCOME CORP | $172.89万 | 0.58% | 27,903 | 65 | 0.2% | $4,027 | 加仓 |
| MUB | ISHARES TR | $174.15万 | 0.59% | 16,182 | 364 | 2.3% | $3.92万 | 加仓 |
| WY | WEYERHAEUSER CO | $179.20万 | 0.60% | 74,855 | 291 | 0.4% | $6,967 | 加仓 |
| GILD | GILEAD SCIENCES INC | $179.41万 | 0.61% | 14,201 | 135 | 1.0% | $1.71万 | 加仓 |
| ACWX | ISHARES TR | $180.01万 | 0.61% | 23,652 | -479 | -2.0% | -$3.65万 | 减仓 |
| PEP | PEPSICO INC | $180.49万 | 0.61% | 13,330 | 447 | 3.5% | $6.05万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $184.56万 | 0.62% | 29,347 | 298 | 1.0% | $1.87万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $189.37万 | 0.64% | 20,870 | 347 | 1.7% | $3.15万 | 加仓 |
| RIO | RIO TINTO PLC | $190.11万 | 0.64% | 20,026 | 401 | 2.0% | $3.81万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $190.88万 | 0.64% | 45,084 | 306 | 0.7% | $1.30万 | 加仓 |
| SLB | SLB LIMITED | $193.88万 | 0.65% | 41,704 | 151 | 0.4% | $7,020 | 加仓 |
| C | CITIGROUP INC | $209.37万 | 0.71% | 14,959 | -18 | -0.1% | -$2,519 | 减仓 |