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 |
|---|---|---|---|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP | $90.10万 | 0.13% | 50,000 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.92万 | 0.12% | 5,942 | — | — | — | — |
| WMB | WILLIAMS COS INC | $86.53万 | 0.12% | 11,889 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $86.05万 | 0.12% | 2,546 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC | $85.87万 | 0.12% | 1,015 | — | — | — | — |
| GE | GE AEROSPACE | $85.44万 | 0.12% | 3,006 | — | — | — | — |
| BX | BLACKSTONE INC | $84.68万 | 0.12% | 7,364 | — | — | — | — |
| RTX | RTX CORPORATION | $83.26万 | 0.12% | 4,316 | — | — | — | — |
| COP | CONOCOPHILLIPS | $81.92万 | 0.12% | 6,206 | — | — | — | — |
| WFC | WELLS FARGO & CO | $80.50万 | 0.11% | 10,112 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $78.91万 | 0.11% | 3,879 | — | — | — | — |
| MGV | VANGUARD WORLD FD | $77.65万 | 0.11% | 5,357 | — | — | — | — |
| PFE | PFIZER INC | $76.69万 | 0.11% | 27,310 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $76.43万 | 0.11% | 1,324 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $75.32万 | 0.11% | 1,155 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $73.56万 | 0.10% | 2,432 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $73.43万 | 0.10% | 7,152 | — | — | — | — |
| MS | MORGAN STANLEY | $70.91万 | 0.10% | 4,309 | — | — | — | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $70.78万 | 0.10% | 4,500 | — | — | — | — |
| IEMG | ISHARES INC | $70.76万 | 0.10% | 10,145 | — | — | — | — |
| USHY | ISHARES TR | $66.20万 | 0.09% | 17,969 | — | — | — | — |
| CME | CME GROUP INC | $65.10万 | 0.09% | 2,204 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.16万 | 0.09% | 11,871 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $62.23万 | 0.09% | 4,465 | — | — | — | — |
| DHR | DANAHER CORP DEL | $61.88万 | 0.09% | 3,257 | — | — | — | — |
| AMGN | AMGEN INC | $60.69万 | 0.09% | 1,725 | — | — | — | — |
| AJG | GALLAGHER ARTHUR J & CO | $60.39万 | 0.09% | 2,788 | — | — | — | — |
| SHW | SHERWIN WILLIAMS CO | $60.36万 | 0.09% | 1,883 | — | — | — | — |
| MPC | MARATHON PETE CORP | $60.14万 | 0.09% | 2,463 | — | — | — | — |
| HYG | ISHARES TR | $59.57万 | 0.08% | 7,488 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $59.52万 | 0.08% | 1,871 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO | $59.16万 | 0.08% | 6,941 | — | — | — | — |
| COF | CAPITAL ONE FINL CORP | $58.98万 | 0.08% | 3,233 | — | — | — | — |
| SMH | VANECK ETF TRUST | $57.51万 | 0.08% | 1,500 | — | — | — | — |
| DYNF | BLACKROCK ETF TRUST | $56.54万 | 0.08% | 9,718 | — | — | — | — |
| C | CITIGROUP INC | $54.92万 | 0.08% | 4,843 | — | — | — | — |
| PFF | ISHARES TR | $54.05万 | 0.08% | 17,826 | — | — | — | — |
| IWF | ISHARES TR | $53.21万 | 0.08% | 1,248 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $52.71万 | 0.07% | 1,948 | — | — | — | — |
| TLT | ISHARES TR | $52.01万 | 0.07% | 6,000 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $51.86万 | 0.07% | 1,125 | — | — | — | — |
| QCOM | QUALCOMM INC | $49.62万 | 0.07% | 3,853 | — | — | — | — |
| ITOT | ISHARES TR | $47.27万 | 0.07% | 3,319 | — | — | — | — |
| JCI | JOHNSON CONTROLS INTERNATION | $46.97万 | 0.07% | 3,576 | — | — | — | — |
| SPGI | S&P GLOBAL INC | $45.72万 | 0.06% | 1,075 | — | — | — | — |
| CRM | SALESFORCE INC | $45.66万 | 0.06% | 2,446 | — | — | — | — |
| TXN | TEXAS INSTRS INC | $45.37万 | 0.06% | 2,337 | — | — | — | — |
| EFA | ISHARES TR | $45.37万 | 0.06% | 4,671 | — | — | — | — |
| MO | ALTRIA GROUP INC | $45.37万 | 0.06% | 6,766 | — | — | — | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $45.07万 | 0.06% | 7,698 | — | — | — | — |
| DE | DEERE & CO | $44.74万 | 0.06% | 792 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $44.69万 | 0.06% | 4,046 | — | — | — | — |
| UNP | UNION PAC CORP | $44.30万 | 0.06% | 1,826 | — | — | — | — |
| GLW | CORNING INC | $44.23万 | 0.06% | 3,253 | — | — | — | — |
| BKNG | BOOKING HOLDINGS INC | $44.21万 | 0.06% | 105 | — | — | — | — |
| QLC | FLEXSHARES TR | $42.85万 | 0.06% | 5,482 | — | — | — | — |
| IBIT | ISHARES BITCOIN TRUST ETF | $42.66万 | 0.06% | 11,103 | — | — | — | — |
| EFV | ISHARES TR | $42.51万 | 0.06% | 5,718 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.51万 | 0.06% | 1,255 | — | — | — | — |
| CMCSA | COMCAST CORP NEW | $42.14万 | 0.06% | 14,677 | — | — | — | — |
| MMM | 3M CO | $41.99万 | 0.06% | 2,891 | — | — | — | — |
| DUK | DUKE ENERGY CORP NEW | $41.69万 | 0.06% | 3,184 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND | $40.95万 | 0.06% | 2,065 | — | — | — | — |
| SO | SOUTHERN CO | $40.91万 | 0.06% | 4,239 | — | — | — | — |
| CMI | CUMMINS INC | $40.67万 | 0.06% | 756 | — | — | — | — |
| WM | WASTE MGMT INC DEL | $40.65万 | 0.06% | 1,769 | — | — | — | — |
| BE | BLOOM ENERGY CORP | $40.65万 | 0.06% | 3,000 | — | — | — | — |
| VTV | VANGUARD INDEX FDS | $40.36万 | 0.06% | 2,057 | — | — | — | — |
| APH | AMPHENOL CORP | $40.31万 | 0.06% | 3,184 | — | — | — | — |
| SCHW | SCHWAB CHARLES CORP | $39.94万 | 0.06% | 4,250 | — | — | — | — |
| SYK | STRYKER CORPORATION | $39.90万 | 0.06% | 1,211 | — | — | — | — |
| ITW | ILLINOIS TOOL WKS INC | $39.21万 | 0.06% | 1,497 | — | — | — | — |
| NEM | NEWMONT CORP | $39.15万 | 0.06% | 3,617 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $38.91万 | 0.06% | 7,752 | — | — | — | — |
| HESM | HESS MIDSTREAM LP | $38.87万 | 0.06% | 10,000 | — | — | — | — |
| VUSB | VANGUARD BD INDEX FDS | $38.81万 | 0.06% | 7,796 | — | — | — | — |
| TER | TERADYNE INC | $38.63万 | 0.05% | 1,303 | — | — | — | — |
| INTC | INTEL CORP | $38.53万 | 0.05% | 8,732 | — | — | — | — |
| BA | BOEING CO | $37.99万 | 0.05% | 1,909 | — | — | — | — |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $37.36万 | 0.05% | 3,064 | — | — | — | — |
| WDC | WESTERN DIGITAL CORP | $37.19万 | 0.05% | 1,375 | — | — | — | — |
| KMI | KINDER MORGAN INC DEL | $37.10万 | 0.05% | 11,066 | — | — | — | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $36.97万 | 0.05% | 4,467 | — | — | — | — |
| TMUS | T-MOBILE US INC | $36.76万 | 0.05% | 1,750 | — | — | — | — |
| ANET | ARISTA NETWORKS INC | $36.40万 | 0.05% | 2,965 | — | — | — | — |
| PPLT | ABRDN PLATINUM ETF TRUST | $35.65万 | 0.05% | 2,000 | — | — | — | — |
| STWD | STARWOOD PPTY TR INC | $35.40万 | 0.05% | 20,000 | — | — | — | — |
| VUG | VANGUARD INDEX FDS | $35.25万 | 0.05% | 807 | — | — | — | — |
| PGR | PROGRESSIVE CORP | $34.99万 | 0.05% | 1,765 | — | — | — | — |
| GUNR | FLEXSHARES TR | $34.98万 | 0.05% | 6,341 | — | — | — | — |
| PH | PARKER-HANNIFIN CORP | $34.65万 | 0.05% | 387 | — | — | — | — |
| DFLV | DIMENSIONAL ETF TRUST | $34.47万 | 0.05% | 9,653 | — | — | — | — |
| IWM | ISHARES TR | $33.85万 | 0.05% | 1,365 | — | — | — | — |
| LUV | SOUTHWEST AIRLS CO | $33.78万 | 0.05% | 8,948 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $33.26万 | 0.05% | 973 | — | — | — | — |
| WELL | WELLTOWER INC | $33.06万 | 0.05% | 1,672 | — | — | — | — |
| ASML | ASML HLDG NV | $33.02万 | 0.05% | 250 | — | — | — | — |
| — | HONEYWELL INTL INC | $32.48万 | 0.05% | 1,437 | — | — | — | — |
| MCK | MCKESSON CORP | $32.22万 | 0.05% | 372 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $31.75万 | 0.05% | 711 | — | — | — | — |