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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $2,317.86万 | 7.82% | 230,244 | 6,089 | 2.7% | $61.30万 | 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 |
| IEFA | ISHARES TR | $1,873.75万 | 6.32% | 194,011 | 8,310 | 4.5% | $80.26万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,501.52万 | 5.06% | 174,311 | 7,199 | 4.3% | $62.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,216.76万 | 4.10% | 55,832 | 2,494 | 4.7% | $54.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $929.49万 | 3.14% | 39,282 | 1,130 | 3.0% | $26.74万 | 加仓 |
| IJR | ISHARES TR | $851.78万 | 2.87% | 57,433 | 1,987 | 3.6% | $29.47万 | 加仓 |
| GLD | SPDR GOLD TR | $721.95万 | 2.44% | 19,598 | 164 | 0.8% | $6.04万 | 加仓 |
| SDY | SPDR SERIES TRUST | $653.13万 | 2.20% | 42,918 | 1,690 | 4.1% | $25.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $614.67万 | 2.07% | 18,778 | 111 | 0.6% | $3.63万 | 加仓 |
| WMB | WILLIAMS COS INC | $531.57万 | 1.79% | 71,505 | 121 | 0.2% | $8,995 | 加仓 |
| ENB | ENBRIDGE INC | $455.34万 | 1.54% | 83,995 | 1,028 | 1.2% | $5.57万 | 加仓 |
| — | EXXON MOBIL CORP | $420.22万 | 1.42% | 30,736 | 2,874 | 10.3% | $39.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $411.76万 | 1.39% | 28,080 | 10,101 | 56.2% | $148.12万 | 加仓 |
| IAU | ISHARES GOLD TR | $408.78万 | 1.38% | 54,136 | 5,336 | 10.9% | $40.29万 | 加仓 |
| BAC | BANK OF AMER CORP | $406.89万 | 1.37% | 71,409 | 745 | 1.1% | $4.24万 | 加仓 |
| AAPL | APPLE INC | $402.87万 | 1.36% | 13,923 | -7 | -0.1% | -$2,025 | 减仓 |
| WM | WASTE MGMT INC DEL | $395.56万 | 1.33% | 17,748 | 148 | 0.8% | $3.30万 | 加仓 |
| KO | COCA COLA CO | $394.39万 | 1.33% | 48,528 | 145 | 0.3% | $1.18万 | 加仓 |
| GOOG | ALPHABET INC | $386.30万 | 1.30% | 10,933 | 54 | 0.5% | $1.91万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $385.80万 | 1.30% | 46,309 | -15 | -0.0% | -$1,250 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $380.16万 | 1.28% | 53,356 | 332 | 0.6% | $2.37万 | 加仓 |
| NVS | NOVARTIS AG | $374.31万 | 1.26% | 23,884 | 183 | 0.8% | $2.87万 | 加仓 |
| WMT | WALMART INC | $335.43万 | 1.13% | 29,616 | 250 | 0.9% | $2.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $331.50万 | 1.12% | 19,999 | 1,639 | 8.9% | $27.17万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $327.58万 | 1.10% | 18,107 | 124 | 0.7% | $2.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $324.98万 | 1.10% | 12,796 | 508 | 4.1% | $12.90万 | 加仓 |
| GM | GENERAL MTRS CO | $307.84万 | 1.04% | 39,938 | 104 | 0.3% | $8,016 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $304.19万 | 1.03% | 82,750 | 788 | 1.0% | $2.90万 | 加仓 |
| MRK | MERCK & CO INC | $284.14万 | 0.96% | 22,112 | 177 | 0.8% | $2.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $278.80万 | 0.94% | 13,103 | 73 | 0.6% | $1.55万 | 加仓 |
| CSCO | CISCO SYS INC | $274.97万 | 0.93% | 23,409 | -4 | -0.0% | -$470 | 减仓 |
| WFC | WELLS FARGO & CO | $269.99万 | 0.91% | 32,670 | 19 | 0.1% | $1,570 | 加仓 |
| HDV | ISHARES TR | $263.43万 | 0.89% | 96,107 | 12,182 | 14.5% | $33.39万 | 加仓 |
| VTR | VENTAS INC | $247.54万 | 0.83% | 27,876 | 227 | 0.8% | $2.02万 | 加仓 |
| BA | BOEING CO | $237.23万 | 0.80% | 10,959 | -117 | -1.1% | -$2.53万 | 减仓 |
| OKE | ONEOK INC NEW | $219.53万 | 0.74% | 25,251 | 301 | 1.2% | $2.62万 | 加仓 |
| — | BANK OF AMER CORP | $214.89万 | 0.72% | 1,713 | -20 | -1.2% | -$2.51万 | 减仓 |
| SHY | ISHARES TR | $212.47万 | 0.72% | 25,876 | 2,421 | 10.3% | $19.88万 | 加仓 |
| C | CITIGROUP INC | $209.37万 | 0.71% | 14,959 | -18 | -0.1% | -$2,519 | 减仓 |
| SLB | SLB LIMITED | $193.88万 | 0.65% | 41,704 | 151 | 0.4% | $7,020 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $190.88万 | 0.64% | 45,084 | 306 | 0.7% | $1.30万 | 加仓 |
| RIO | RIO TINTO PLC | $190.11万 | 0.64% | 20,026 | 401 | 2.0% | $3.81万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $189.37万 | 0.64% | 20,870 | 347 | 1.7% | $3.15万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $184.56万 | 0.62% | 29,347 | 298 | 1.0% | $1.87万 | 加仓 |
| PEP | PEPSICO INC | $180.49万 | 0.61% | 13,330 | 447 | 3.5% | $6.05万 | 加仓 |
| ACWX | ISHARES TR | $180.01万 | 0.61% | 23,652 | -479 | -2.0% | -$3.65万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $179.41万 | 0.61% | 14,201 | 135 | 1.0% | $1.71万 | 加仓 |
| WY | WEYERHAEUSER CO | $179.20万 | 0.60% | 74,855 | 291 | 0.4% | $6,967 | 加仓 |
| MUB | ISHARES TR | $174.15万 | 0.59% | 16,182 | 364 | 2.3% | $3.92万 | 加仓 |
| O | REALTY INCOME CORP | $172.89万 | 0.58% | 27,903 | 65 | 0.2% | $4,027 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $170.28万 | 0.57% | 3,403 | 87 | 2.6% | $4.35万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $160.27万 | 0.54% | 14,908 | 151 | 1.0% | $1.62万 | 加仓 |
| INTC | INTEL CORP | $157.88万 | 0.53% | 11,307 | 77 | 0.7% | $1.08万 | 加仓 |
| MO | ALTRIA GROUP INC | $142.64万 | 0.48% | 19,826 | 62 | 0.3% | $4,461 | 加仓 |
| DGS | WISDOMTREE TR | $132.90万 | 0.45% | 20,538 | 16 | 0.1% | $1,035 | 加仓 |
| NEM | NEWMONT CORP | $125.08万 | 0.42% | 13,392 | 37 | 0.3% | $3,456 | 加仓 |
| QQQ | INVESCO QQQ TR | $115.54万 | 0.39% | 1,569 | -184 | -10.5% | -$13.55万 | 减仓 |
| IEMG | ISHARES INC | $108.64万 | 0.37% | 13,114 | 696 | 5.6% | $5.77万 | 加仓 |
| PFE | PFIZER INC | $107.91万 | 0.36% | 44,811 | 791 | 1.8% | $1.90万 | 加仓 |
| — | WELLS FARGO & CO | $107.80万 | 0.36% | 932 | 7 | 0.8% | $8,097 | 加仓 |
| HD | HOME DEPOT INC | $106.03万 | 0.36% | 3,006 | 35 | 1.2% | $1.23万 | 加仓 |
| CAT | CATERPILLAR INC | $104.63万 | 0.35% | 982 | 338 | 52.5% | $36.01万 | 加仓 |
| DIS | DISNEY WALT CO | $101.79万 | 0.34% | 10,576 | 95 | 0.9% | $9,144 | 加仓 |
| VOD | VODAFONE GROUP PLC | $97.41万 | 0.33% | 73,652 | -2,215 | -2.9% | -$2.93万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $91.89万 | 0.31% | 20,156 | 2,084 | 11.5% | $9.50万 | 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 |
| MMM | 3M CO | $90.73万 | 0.31% | 5,604 | 94 | 1.7% | $1.52万 | 加仓 |
| AMGN | AMGEN INC | $90.36万 | 0.30% | 2,495 | -40 | -1.6% | -$1.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $90.18万 | 0.30% | 4,507 | 21 | 0.5% | $4,202 | 加仓 |
| ISTB | ISHARES TR | $88.39万 | 0.30% | 18,318 | 274 | 1.5% | $1.32万 | 加仓 |
| AMZN | AMAZON COM INC | $88.21万 | 0.30% | 3,701 | 18 | 0.5% | $4,290 | 加仓 |
| MSFT | MICROSOFT CORP | $82.55万 | 0.28% | 2,213 | -2 | -0.1% | -$746 | 减仓 |
| OEF | ISHARES TR | $78.90万 | 0.27% | 2,157 | -2 | -0.1% | -$732 | 减仓 |
| ABBV | ABBVIE INC | $75.52万 | 0.25% | 3,001 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $75.07万 | 0.25% | 9,339 | -205 | -2.1% | -$1.65万 | 减仓 |
| VO | VANGUARD INDEX FDS | $71.38万 | 0.24% | 8,859 | -321 | -3.5% | -$2.59万 | 减仓 |
| SHEL | SHELL PLC | $68.68万 | 0.23% | 8,857 | 137 | 1.6% | $1.06万 | 加仓 |
| AVGO | BROADCOM INC | $68.39万 | 0.23% | 1,811 | 2 | 0.1% | $755 | 加仓 |
| DVY | ISHARES TR | $67.57万 | 0.23% | 4,323 | -195 | -4.3% | -$3.05万 | 减仓 |
| WELL | WELLTOWER INC | $65.79万 | 0.22% | 2,899 | 2 | 0.1% | $454 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $65.36万 | 0.22% | 4,213 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $62.52万 | 0.21% | 38,685 | -1,558 | -3.9% | -$2.52万 | 减仓 |
| CLX | CLOROX CO DEL | $60.50万 | 0.20% | 6,339 | 1,898 | 42.7% | $18.11万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $60.46万 | 0.20% | 18,911 | -19 | -0.1% | -$607 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.98万 | 0.20% | 1,110 | -58 | -5.0% | -$3.03万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $57.08万 | 0.19% | 24,175 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $57.07万 | 0.19% | 38,794 | -899 | -2.3% | -$1.32万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $55.43万 | 0.19% | 8,071 | 4 | 0.0% | $275 | 加仓 |
| MDT | MEDTRONIC PLC | $54.87万 | 0.19% | 7,014 | 385 | 5.8% | $3.01万 | 加仓 |
| TSLA | TESLA INC | $53.16万 | 0.18% | 1,264 | -70 | -5.2% | -$2.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $52.80万 | 0.18% | 3,689 | 315 | 9.3% | $4.51万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $52.77万 | 0.18% | 30,862 | 295 | 1.0% | $5,044 | 加仓 |
| ET | ENERGY TRANSFER L P | $51.89万 | 0.18% | 27,139 | -1,207 | -4.3% | -$2.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $49.57万 | 0.17% | 2,602 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $49.32万 | 0.17% | 2,903 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $49.18万 | 0.17% | 5,138 | 190 | 3.8% | $1.82万 | 加仓 |
| FAST | FASTENAL CO | $45.22万 | 0.15% | 9,414 | -91 | -1.0% | -$4,371 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $45.18万 | 0.15% | 11,859 | 30 | 0.3% | $1,143 | 加仓 |
| META | META PLATFORMS INC | $44.72万 | 0.15% | 794 | 1 | 0.1% | $563 | 加仓 |