13F 机构持仓

SHRIER WEALTH MANAGEMENT, LLC

LOS ANGELES CA · SEC CIK 0002075389

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 7.8%
VWO 6.4%
IEFA 6.3%
VUG 5.1%
VTV 4.1%
VIG 3.1%
IJR 2.9%
GLD 2.4%
SDY 2.2%
JPM 2.1%

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
GDX VANECK ETF TRUST $43.27万0.15%5,735 5,735— $43.27万 新建仓
IWM ISHARES TR $43.20万0.15%1,438 20.1% $601 加仓
UNP UNION PAC CORP $41.24万0.14%1,516 1,516— $41.24万 新建仓
GOOGL ALPHABET INC $40.48万0.14%1,133 -24-2.1% -$8,575 减仓
B BARRICK MNG CORP $40.34万0.14%10,982 00.0% — 不变
SUB ISHARES TR $39.39万0.13%3,700 52516.5% $5.59万 加仓
SCCO SOUTHERN COPPER CORP $38.63万0.13%2,217 1225.8% $2.13万 加仓
V VISA INC $38.63万0.13%1,126 322.9% $1.10万 加仓
NUE NUCOR CORP $36.84万0.12%1,654 -46-2.7% -$1.02万 减仓
BTI BRITISH AMERN TOB PLC $34.66万0.12%5,613 30.1% $185 加仓
RSG REPUBLIC SVCS INC $34.54万0.12%1,621 342.1% $7,244 加仓
BLK BLACKROCK INC $33.22万0.11%345 10.3% $963 加仓
VALE VALE S A $33.11万0.11%22,012 -1,660-7.0% -$2.50万 减仓
CCOI COGENT COMM HOLDINGS INC $32.55万0.11%23,453 5,83533.1% $8.10万 加仓
T AT&T INC $30.82万0.10%14,891 4,00536.8% $8.29万 加仓
GDXJ VANECK ETF TRUST $30.36万0.10%3,090 3,090— $30.36万 新建仓
COST COSTCO WHOLESALE CORPORATION $29.81万0.10%319 10.3% $934 加仓
IJK ISHARES TR $27.55万0.09%2,345 00.0% — 不变
LRCX LAM RESEARCH CORP $27.52万0.09%635 635— $27.52万 新建仓
AXP AMERICAN EXPRESS CO $27.50万0.09%813 00.0% — 不变
BCS BARCLAYS PLC $26.46万0.09%9,852 -167-1.7% -$4,486 减仓
BKNG BOOKING HOLDINGS INC $25.61万0.09%1,437 120.8% $2,138 加仓
VGT VANGUARD WORLD FD $24.57万0.08%2,056 2,056— $24.57万 新建仓
NFLX NETFLIX INC. $24.24万0.08%3,395 00.0% — 不变
VTRS VIATRIS INC $23.64万0.08%14,886 -88-0.6% -$1,397 减仓
IWF ISHARES TR $23.34万0.08%1,880 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $23.03万0.08%3,996 1463.8% $8,413 加仓
IJH ISHARES TR $22.25万0.08%2,885 2,885— $22.25万 新建仓
KMX CARMAX INC $21.68万0.07%4,100 4,100— $21.68万 新建仓
IJJ ISHARES TR $21.38万0.07%1,447 1,447— $21.38万 新建仓
DVN DEVON ENERGY CORP NEW $21.15万0.07%5,118 20.0% $83 加仓
MCD MCDONALDS CORP $21.09万0.07%780 -68-8.0% -$1.84万 减仓
ISRG INTUITIVE SURGICAL INC $20.20万0.07%508 204.1% $7,954 加仓
— SABA CAPITAL INCOME & OPPORT $9.48万0.03%11,349 430.4% $359 加仓
EQT EQT CORP $00.00%0 -4,188-100.0% -$26.65万 清仓
CRM SALESFORCE INC $00.00%0 -1,271-100.0% -$23.73万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -3,441-100.0% -$21.08万 清仓
GLDM WORLD GOLD TR $00.00%0 -2,162-100.0% -$20.04万 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -10,392-100.0% -$15.64万 清仓