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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $2,256.34万 | 8.25% | 224,155 | 21,018 | 10.3% | $211.57万 | 加仓 |
| IEFA | ISHARES TR | $1,681.15万 | 6.14% | 185,701 | 18,259 | 10.9% | $165.30万 | 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 |
| VUG | VANGUARD INDEX FDS | $1,216.56万 | 4.45% | 27,852 | 2,355 | 9.2% | $102.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,046.50万 | 3.82% | 53,338 | 5,781 | 12.2% | $113.42万 | 加仓 |
| GLD | SPDR GOLD TR | $836.23万 | 3.06% | 19,434 | -5,554 | -22.2% | -$238.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $820.50万 | 3.00% | 38,152 | 2,579 | 7.2% | $55.46万 | 加仓 |
| IJR | ISHARES TR | $689.25万 | 2.52% | 55,446 | 4,456 | 8.7% | $55.39万 | 加仓 |
| SDY | SPDR SERIES TRUST | $601.68万 | 2.20% | 41,228 | 5,040 | 13.9% | $73.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $549.10万 | 2.01% | 18,667 | -2,440 | -11.6% | -$71.77万 | 减仓 |
| WMB | WILLIAMS COS INC | $519.53万 | 1.90% | 71,384 | 292 | 0.4% | $2.13万 | 加仓 |
| — | EXXON MOBIL CORP | $472.71万 | 1.73% | 27,862 | -5,317 | -16.0% | -$90.21万 | 减仓 |
| ENB | ENBRIDGE INC | $449.18万 | 1.64% | 82,967 | 975 | 1.2% | $5.28万 | 加仓 |
| IAU | ISHARES GOLD TR | $430.22万 | 1.57% | 48,800 | -6,225 | -11.3% | -$54.88万 | 减仓 |
| WM | WASTE MGMT INC DEL | $404.43万 | 1.48% | 17,600 | -105 | -0.6% | -$2.41万 | 减仓 |
| CVX | CHEVRON CORPORATION | $379.87万 | 1.39% | 18,360 | -395 | -2.1% | -$8.17万 | 减仓 |
| KO | COCA COLA CO | $367.95万 | 1.34% | 48,383 | 915 | 1.9% | $6.96万 | 加仓 |
| WMT | WALMART INC | $364.96万 | 1.33% | 29,366 | -2,124 | -6.7% | -$26.40万 | 减仓 |
| NVS | NOVARTIS AG | $362.03万 | 1.32% | 23,701 | -376 | -1.6% | -$5.74万 | 减仓 |
| AAPL | APPLE INC | $353.54万 | 1.29% | 13,930 | 192 | 1.4% | $4.87万 | 加仓 |
| BAC | BANK AMERICA CORP | $344.49万 | 1.26% | 70,664 | -1,822 | -2.5% | -$8.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $339.78万 | 1.24% | 53,024 | 552 | 1.1% | $3.54万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $336.96万 | 1.23% | 46,324 | 2,766 | 6.4% | $20.12万 | 加仓 |
| GOOG | ALPHABET INC | $312.07万 | 1.14% | 10,879 | -24 | -0.2% | -$6,884 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $310.15万 | 1.13% | 81,962 | 1,471 | 1.8% | $5.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $300.37万 | 1.10% | 12,288 | -174 | -1.4% | -$4.25万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $297.33万 | 1.09% | 17,983 | 488 | 2.8% | $8.07万 | 加仓 |
| GM | GENERAL MTRS CO | $296.76万 | 1.08% | 39,834 | -364 | -0.9% | -$2.71万 | 减仓 |
| MRK | MERCK & CO INC | $263.86万 | 0.96% | 21,935 | -192 | -0.9% | -$2.31万 | 减仓 |
| WFC | WELLS FARGO & CO | $259.94万 | 0.95% | 32,651 | 696 | 2.2% | $5.54万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $259.69万 | 0.95% | 17,979 | 645 | 3.7% | $9.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $250.07万 | 0.91% | 13,030 | -283 | -2.1% | -$5.43万 | 减仓 |
| HDV | ISHARES TR | $227.81万 | 0.83% | 16,785 | 6,165 | 58.1% | $83.67万 | 加仓 |
| VTR | VENTAS INC | $226.12万 | 0.83% | 27,649 | 24 | 0.1% | $1,963 | 加仓 |
| OKE | ONEOK INC NEW | $225.53万 | 0.82% | 24,950 | 1,270 | 5.4% | $11.48万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $224.79万 | 0.82% | 44,778 | 172 | 0.4% | $8,634 | 加仓 |
| BA | BOEING CO | $220.45万 | 0.81% | 11,076 | 11,076 | — | $220.45万 | 新建仓 |
| SLB | SLB LIMITED | $213.54万 | 0.78% | 41,553 | 4,315 | 11.6% | $22.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $210.70万 | 0.77% | 20,523 | -228 | -1.1% | -$2.34万 | 减仓 |
| — | BANK AMERICA CORP | $206.44万 | 0.75% | 1,733 | 30 | 1.8% | $3.57万 | 加仓 |
| PEP | PEPSICO INC | $200.06万 | 0.73% | 12,883 | 98 | 0.8% | $1.52万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $196.04万 | 0.72% | 14,066 | -178 | -1.2% | -$2.48万 | 减仓 |
| SHY | ISHARES TR | $193.67万 | 0.71% | 23,455 | 1,686 | 7.7% | $13.92万 | 加仓 |
| RIO | RIO TINTO PLC | $183.08万 | 0.67% | 19,625 | 3,635 | 22.7% | $33.91万 | 加仓 |
| WY | WEYERHAEUSER CO | $182.16万 | 0.67% | 74,564 | 3,579 | 5.0% | $8.74万 | 加仓 |
| CSCO | CISCO SYS INC | $181.66万 | 0.66% | 23,413 | 1,098 | 4.9% | $8.52万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $170.75万 | 0.62% | 29,049 | 1,092 | 3.9% | $6.42万 | 加仓 |
| O | REALTY INCOME CORP | $170.31万 | 0.62% | 27,838 | 2,594 | 10.3% | $15.87万 | 加仓 |
| C | CITIGROUP INC | $169.86万 | 0.62% | 14,977 | 695 | 4.9% | $7.88万 | 加仓 |
| MUB | ISHARES TR | $167.91万 | 0.61% | 15,818 | 1,508 | 10.5% | $16.01万 | 加仓 |
| ACWX | ISHARES TR | $165.22万 | 0.60% | 24,131 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $158.90万 | 0.58% | 3,316 | 102 | 3.2% | $4.89万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $145.18万 | 0.53% | 14,757 | 3,679 | 33.2% | $36.19万 | 加仓 |
| NEM | NEWMONT CORP | $144.57万 | 0.53% | 13,355 | -143 | -1.1% | -$1.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $130.42万 | 0.48% | 19,764 | -115 | -0.6% | -$7,589 | 减仓 |
| PFE | PFIZER INC | $123.61万 | 0.45% | 44,020 | -1,093 | -2.4% | -$3.07万 | 减仓 |
| DGS | WISDOMTREE TR | $123.33万 | 0.45% | 20,522 | -365 | -1.7% | -$2.19万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $113.95万 | 0.42% | 75,867 | 13 | 0.0% | $195 | 加仓 |
| — | WELLS FARGO & CO | $106.84万 | 0.39% | 925 | 29 | 3.2% | $3.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $101.18万 | 0.37% | 1,753 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $101.02万 | 0.37% | 10,481 | 894 | 9.3% | $8.62万 | 加仓 |
| HD | HOME DEPOT INC | $97.71万 | 0.36% | 2,971 | 239 | 8.7% | $7.86万 | 加仓 |
| AMGN | AMGEN INC | $89.18万 | 0.33% | 2,535 | 6 | 0.2% | $2,111 | 加仓 |
| ISTB | ISHARES TR | $87.44万 | 0.32% | 18,044 | 420 | 2.4% | $2.04万 | 加仓 |
| IEMG | ISHARES INC | $86.61万 | 0.32% | 12,418 | 90 | 0.7% | $6,277 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $85.52万 | 0.31% | 4,213 | -645 | -13.3% | -$13.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.88万 | 0.31% | 1,290 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $83.50万 | 0.31% | 40,243 | -7,861 | -16.3% | -$16.31万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $82.79万 | 0.30% | 18,072 | 5,631 | 45.3% | $25.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $82.00万 | 0.30% | 2,215 | 77 | 3.6% | $2.85万 | 加仓 |
| SHEL | SHELL PLC | $81.10万 | 0.30% | 8,720 | -905 | -9.4% | -$8.42万 | 减仓 |
| MMM | 3M CO | $80.03万 | 0.29% | 5,510 | -261 | -4.5% | -$3.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.24万 | 0.29% | 4,486 | 348 | 8.4% | $6.07万 | 加仓 |
| AMZN | AMAZON COM INC | $76.71万 | 0.28% | 3,683 | 533 | 16.9% | $11.10万 | 加仓 |
| DEO | DIAGEO PLC | $71.06万 | 0.26% | 9,544 | 24 | 0.3% | $1,787 | 加仓 |
| OEF | ISHARES TR | $68.67万 | 0.25% | 2,159 | 1 | 0.0% | $318 | 加仓 |
| DVY | ISHARES TR | $68.41万 | 0.25% | 4,518 | -100 | -2.2% | -$1.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $65.91万 | 0.24% | 2,295 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $65.27万 | 0.24% | 3,001 | -10 | -0.3% | -$2,175 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $63.47万 | 0.23% | 18,930 | -168 | -0.9% | -$5,633 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $60.19万 | 0.22% | 30,567 | 5,050 | 19.8% | $9.94万 | 加仓 |
| MDT | MEDTRONIC PLC | $57.44万 | 0.21% | 6,629 | 2,040 | 44.5% | $17.68万 | 加仓 |
| WELL | WELLTOWER INC | $57.28万 | 0.21% | 2,897 | 6 | 0.2% | $1,186 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $57.24万 | 0.21% | 39,693 | -3,145 | -7.3% | -$4.54万 | 减仓 |
| AVGO | BROADCOM INC | $55.98万 | 0.20% | 1,809 | 198 | 12.3% | $6.13万 | 加仓 |
| ET | ENERGY TRANSFER L P | $54.71万 | 0.20% | 28,346 | -14,434 | -33.7% | -$27.86万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $54.12万 | 0.20% | 1,168 | -11 | -0.9% | -$5,097 | 减仓 |
| HBM | HUDBAY MINERALS INC | $50.53万 | 0.18% | 24,175 | 3,545 | 17.2% | $7.41万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $50.08万 | 0.18% | 8,067 | -120 | -1.5% | -$7,450 | 减仓 |
| TSLA | TESLA INC | $49.59万 | 0.18% | 1,334 | 79 | 6.3% | $2.94万 | 加仓 |
| INTC | INTEL CORP | $49.56万 | 0.18% | 11,230 | -85 | -0.8% | -$3,751 | 减仓 |
| SO | SOUTHERN CO | $47.76万 | 0.17% | 4,948 | 98 | 2.0% | $9,460 | 加仓 |
| CLX | CLOROX CO DEL | $46.02万 | 0.17% | 4,441 | 1,634 | 58.2% | $16.93万 | 加仓 |
| CAT | CATERPILLAR INC | $45.60万 | 0.17% | 644 | 121 | 23.1% | $8.57万 | 加仓 |
| META | META PLATFORMS INC | $45.39万 | 0.17% | 793 | 149 | 23.1% | $8.53万 | 加仓 |
| B | BARRICK MNG CORP | $44.80万 | 0.16% | 10,982 | 1,680 | 18.1% | $6.85万 | 加仓 |
| EMR | EMERSON ELEC CO | $44.21万 | 0.16% | 3,374 | 646 | 23.7% | $8.46万 | 加仓 |
| FAST | FASTENAL CO | $44.10万 | 0.16% | 9,505 | 2,115 | 28.6% | $9.81万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $42.23万 | 0.15% | 11,829 | 727 | 6.5% | $2.60万 | 加仓 |
| VALE | VALE S A | $37.66万 | 0.14% | 23,672 | 995 | 4.4% | $1.58万 | 加仓 |