TRB Wealth Management, LLC
HOUSTON TX · SEC CIK 0002130988
$7.04亿2026Q1 申报市值
285持仓数
42.5%前十大占比 · 第一大 8.0%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $5,603.64万 | 7.96% | 187,507 | — | — | — | — |
| VXUS | VANGUARD STAR FDS | $3,997.09万 | 5.68% | 518,362 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $3,321.14万 | 4.72% | 854,642 | — | — | — | — |
| DGRO | ISHARES TR | $3,082.73万 | 4.38% | 439,261 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $3,045.06万 | 4.33% | 106,033 | — | — | — | — |
| VB | VANGUARD INDEX FDS | $2,563.67万 | 3.64% | 97,880 | — | — | — | — |
| AAPL | APPLE INC | $2,175.61万 | 3.09% | 85,725 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $2,133.77万 | 3.03% | 122,342 | — | — | — | — |
| AGG | ISHARES TR | $2,015.75万 | 2.86% | 203,057 | — | — | — | — |
| QUAL | ISHARES TR | $1,985.18万 | 2.82% | 103,497 | — | — | — | — |
| ISCF | ISHARES TR | $1,597.71万 | 2.27% | 382,319 | — | — | — | — |
| AGZ | ISHARES TR | $1,467.07万 | 2.09% | 133,722 | — | — | — | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,346.63万 | 1.91% | 169,879 | — | — | — | — |
| LQD | ISHARES TR | $1,256.74万 | 1.79% | 115,308 | — | — | — | — |
| GOOGL | ALPHABET INC | $1,188.62万 | 1.69% | 41,335 | — | — | — | — |
| SCHO | SCHWAB STRATEGIC TR | $1,174.13万 | 1.67% | 483,780 | — | — | — | — |
| DFAX | DIMENSIONAL ETF TRUST | $1,143.14万 | 1.62% | 336,513 | — | — | — | — |
| SPEM | SPDR INDEX SHS FDS | $1,135.89万 | 1.61% | 242,142 | — | — | — | — |
| MSFT | MICROSOFT CORP | $1,129.25万 | 1.60% | 30,506 | — | — | — | — |
| VOE | VANGUARD INDEX FDS | $1,048.50万 | 1.49% | 56,897 | — | — | — | — |
| VLUE | ISHARES TR | $1,030.51万 | 1.46% | 72,474 | — | — | — | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,009.13万 | 1.43% | 169,459 | — | — | — | — |
| SMLF | ISHARES TR | $954.15万 | 1.36% | 126,394 | — | — | — | — |
| AMZN | AMAZON COM INC | $826.92万 | 1.18% | 39,704 | — | — | — | — |
| SLYV | SPDR SERIES TRUST | $782.44万 | 1.11% | 82,728 | — | — | — | — |
| BNDX | VANGUARD CHARLOTTE FDS | $634.12万 | 0.90% | 131,971 | — | — | — | — |
| AVGO | BROADCOM INC | $589.80万 | 0.84% | 19,056 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $587.32万 | 0.83% | 94,046 | — | — | — | — |
| META | META PLATFORMS INC | $578.09万 | 0.82% | 10,104 | — | — | — | — |
| DGS | WISDOMTREE TR | $507.34万 | 0.72% | 84,416 | — | — | — | — |
| — | EXXON MOBIL CORP | $421.38万 | 0.60% | 24,837 | — | — | — | — |
| XLG | INVESCO EXCHANGE TRADED FD T | $410.92万 | 0.58% | 75,329 | — | — | — | — |
| LLY | ELI LILLY & CO | $405.12万 | 0.58% | 4,405 | — | — | — | — |
| TSLA | TESLA INC | $374.54万 | 0.53% | 10,075 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $373.97万 | 0.53% | 11,657 | — | — | — | — |
| CFR | CULLEN FROST BANKERS INC | $369.98万 | 0.53% | 26,990 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $364.82万 | 0.52% | 12,402 | — | — | — | — |
| SCHB | SCHWAB STRATEGIC TR | $355.16万 | 0.50% | 141,500 | — | — | — | — |
| ICSH | ISHARES TR | $350.54万 | 0.50% | 69,249 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $348.12万 | 0.49% | 14,241 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $321.48万 | 0.46% | 6,434 | — | — | — | — |
| IJH | ISHARES TR | $320.13万 | 0.45% | 47,405 | — | — | — | — |
| VTEB | VANGUARD MUN BD FDS | $318.99万 | 0.45% | 63,938 | — | — | — | — |
| IVV | ISHARES TR | $311.59万 | 0.44% | 4,770 | — | — | — | — |
| SPDW | SPDR INDEX SHS FDS | $303.54万 | 0.43% | 66,492 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $291.64万 | 0.41% | 6,086 | — | — | — | — |
| HYGV | FLEXSHARES TR | $282.64万 | 0.40% | 70,555 | — | — | — | — |
| ABBV | ABBVIE INC | $279.39万 | 0.40% | 12,846 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $268.19万 | 0.38% | 12,962 | — | — | — | — |
| VYM | VANGUARD WHITEHALL FDS | $265.00万 | 0.38% | 17,893 | — | — | — | — |
| V | VISA INC | $235.34万 | 0.33% | 7,786 | — | — | — | — |
| WMT | WALMART INC | $227.50万 | 0.32% | 18,269 | — | — | — | — |
| FLOT | ISHARES TR | $221.23万 | 0.31% | 43,421 | — | — | — | — |
| NFLX | NETFLIX INC. | $200.67万 | 0.29% | 20,870 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $182.37万 | 0.26% | 10,933 | — | — | — | — |
| SCZ | ISHARES TR | $180.69万 | 0.26% | 23,044 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $179.12万 | 0.25% | 1,798 | — | — | — | — |
| BAC | BANK AMERICA CORP | $177.18万 | 0.25% | 36,344 | — | — | — | — |
| GOOG | ALPHABET INC | $174.27万 | 0.25% | 6,075 | — | — | — | — |
| VEA | VANGUARD TAX-MANAGED FDS | $165.96万 | 0.24% | 25,899 | — | — | — | — |
| SPHY | SPDR SERIES TRUST | $164.99万 | 0.23% | 70,751 | — | — | — | — |
| GLD | SPDR GOLD TR | $159.21万 | 0.23% | 3,700 | — | — | — | — |
| KO | COCA COLA CO | $158.45万 | 0.23% | 20,690 | — | — | — | — |
| GEV | GE VERNOVA INC | $157.74万 | 0.22% | 1,806 | — | — | — | — |
| BOND | PIMCO ETF TR | $153.83万 | 0.22% | 16,669 | — | — | — | — |
| MCD | MCDONALDS CORP | $144.82万 | 0.21% | 4,660 | — | — | — | — |
| PEP | PEPSICO INC | $142.01万 | 0.20% | 9,145 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $140.31万 | 0.20% | 8,752 | — | — | — | — |
| CAT | CATERPILLAR INC | $140.11万 | 0.20% | 1,978 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $139.40万 | 0.20% | 9,651 | — | — | — | — |
| IAU | ISHARES GOLD TR | $138.19万 | 0.20% | 15,675 | — | — | — | — |
| CSCO | CISCO SYS INC | $126.49万 | 0.18% | 16,302 | — | — | — | — |
| VST | VISTRA CORP | $122.79万 | 0.17% | 8,168 | — | — | — | — |
| XLE | SELECT SECTOR SPDR TR | $118.65万 | 0.17% | 19,369 | — | — | — | — |
| VOT | VANGUARD INDEX FDS | $117.80万 | 0.17% | 4,577 | — | — | — | — |
| ORCL | ORACLE CORP | $116.69万 | 0.17% | 7,932 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.42万 | 0.16% | 4,638 | — | — | — | — |
| ETN | EATON CORP PLC | $111.13万 | 0.16% | 3,107 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $111.03万 | 0.16% | 22,228 | — | — | — | — |
| PSLV | SPROTT ASSET MANAGEMENT LP | $110.23万 | 0.16% | 45,194 | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC | $109.59万 | 0.16% | 15,235 | — | — | — | — |
| NFRA | FLEXSHARES TR | $108.70万 | 0.15% | 16,998 | — | — | — | — |
| MRK | MERCK & CO INC | $108.21万 | 0.15% | 8,933 | — | — | — | — |
| NEE | NEXTERA ENERGY INC | $107.42万 | 0.15% | 11,566 | — | — | — | — |
| GD | GENERAL DYNAMICS CORP | $106.43万 | 0.15% | 3,101 | — | — | — | — |
| VIGI | VANGUARD WHITEHALL FDS | $104.66万 | 0.15% | 11,832 | — | — | — | — |
| FCX | FREEPORT MCMORAN INC | $104.53万 | 0.15% | 17,784 | — | — | — | — |
| LOW | LOWES COS INC | $102.14万 | 0.15% | 4,323 | — | — | — | — |
| KLAC | KLA CORP | $101.89万 | 0.14% | 692 | — | — | — | — |
| GDX | VANECK ETF TRUST | $100.58万 | 0.14% | 10,960 | — | — | — | — |
| IJR | ISHARES TR | $99.25万 | 0.14% | 7,984 | — | — | — | — |
| BLK | BLACKROCK INC | $98.67万 | 0.14% | 1,026 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $97.67万 | 0.14% | 1,985 | — | — | — | — |
| CB | CHUBB LTD SWITZ | $97.49万 | 0.14% | 2,984 | — | — | — | — |
| HD | HOME DEPOT INC | $96.90万 | 0.14% | 2,946 | — | — | — | — |
| ET | ENERGY TRANSFER L P | $96.50万 | 0.14% | 50,000 | — | — | — | — |
| TDTT | FLEXSHARES TR | $94.86万 | 0.13% | 39,134 | — | — | — | — |
| VLO | VALERO ENERGY CORP | $92.66万 | 0.13% | 3,750 | — | — | — | — |
| TJX | TJX COS INC NEW | $92.53万 | 0.13% | 5,794 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TR | $91.09万 | 0.13% | 6,854 | — | — | — | — |