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 |
|---|---|---|---|---|---|---|---|---|
| SCCO | SOUTHERN COPPER CORP | $36.04万 | 0.13% | 2,095 | -280 | -11.8% | -$4.82万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $35.64万 | 0.13% | 2,903 | 745 | 34.5% | $9.15万 | 加仓 |
| IWM | ISHARES TR | $35.61万 | 0.13% | 1,436 | 1 | 0.1% | $248 | 加仓 |
| RSG | REPUBLIC SVCS INC | $34.75万 | 0.13% | 1,587 | 423 | 36.3% | $9.26万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $34.58万 | 0.13% | 2,602 | -40 | -1.5% | -$5,316 | 减仓 |
| SUB | ISHARES TR | $33.82万 | 0.12% | 3,175 | 3,175 | — | $33.82万 | 新建仓 |
| GOOGL | ALPHABET INC | $33.26万 | 0.12% | 1,157 | -295 | -20.3% | -$8.48万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $33.19万 | 0.12% | 17,618 | 7,618 | 76.2% | $14.35万 | 加仓 |
| BLK | BLACKROCK INC | $33.07万 | 0.12% | 344 | 72 | 26.5% | $6.92万 | 加仓 |
| V | VISA INC | $33.07万 | 0.12% | 1,094 | 271 | 32.9% | $8.19万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $32.80万 | 0.12% | 5,610 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.64万 | 0.12% | 3,395 | 1,185 | 53.6% | $11.39万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.71万 | 0.12% | 318 | 318 | — | $31.71万 | 新建仓 |
| T | AT&T INC | $31.56万 | 0.12% | 10,886 | 10,886 | — | $31.56万 | 新建仓 |
| NUE | NUCOR CORP | $28.75万 | 0.11% | 1,700 | 1,700 | — | $28.75万 | 新建仓 |
| EQT | EQT CORP | $26.65万 | 0.10% | 4,188 | -1,336 | -24.2% | -$8.50万 | 减仓 |
| MCD | MCDONALDS CORP | $26.35万 | 0.10% | 848 | 2 | 0.2% | $621 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $25.74万 | 0.09% | 5,116 | -620 | -10.8% | -$3.12万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.59万 | 0.09% | 813 | -72 | -8.1% | -$2.18万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $24.15万 | 0.09% | 57 | 57 | — | $24.15万 | 新建仓 |
| CRM | SALESFORCE INC | $23.73万 | 0.09% | 1,271 | 500 | 64.9% | $9.34万 | 加仓 |
| IJK | ISHARES TR | $23.60万 | 0.09% | 2,345 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.35万 | 0.09% | 3,850 | -53 | -1.4% | -$3,214 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $22.50万 | 0.08% | 488 | 488 | — | $22.50万 | 新建仓 |
| BCS | BARCLAYS PLC | $21.20万 | 0.08% | 10,019 | -965 | -8.8% | -$2.04万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.08万 | 0.08% | 3,441 | 3,441 | — | $21.08万 | 新建仓 |
| VTRS | VIATRIS INC | $20.23万 | 0.07% | 14,974 | -3,546 | -19.1% | -$4.79万 | 减仓 |
| IWF | ISHARES TR | $20.04万 | 0.07% | 470 | -165 | -26.0% | -$7.04万 | 减仓 |
| GLDM | WORLD GOLD TR | $20.04万 | 0.07% | 2,162 | -265 | -10.9% | -$2.46万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $15.64万 | 0.06% | 10,392 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORT | $9.41万 | 0.03% | 11,306 | -37 | -0.3% | -$308 | 减仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -424 | -100.0% | -$28.09万 | 清仓 |
| QGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -4,614 | -100.0% | -$27.07万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -5,003 | -100.0% | -$24.24万 | 清仓 |