13FBOX
SHRIER WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

SHRIER WEALTH MANAGEMENT, LLC

No.5813 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.96亿
环比变动 Q1 2026
+$2,285.9万+8.4%
持仓股票数
134
新买入
8
加仓
89
减仓
28
清仓
5
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托SGOV
7.82%8.25%$2,317.9万23.0万股$2,256.3万22.4万股+6,089股+2.72%加仓
V先锋领航·FSTEVWO
6.38%6.07%$1,892.1万31.7万股$1,661.1万30.7万股+9,651股+3.14%加仓
IiShares安硕信托IEFA
6.32%6.14%$1,873.8万19.4万股$1,681.2万18.6万股+8,310股+4.47%加仓
V先锋领航指数基金VUG
5.06%4.45%$1,501.5万17.4万股$1,216.6万2.8万股+14.6万股+525.85%加仓
V先锋领航指数基金VTV
4.1%3.82%$1,216.8万5.6万股$1,046.5万5.3万股+2,494股+4.68%加仓
V先锋领航·SPECIALIZED FUNDSVIG
3.14%3%$929.5万3.9万股$820.5万3.8万股+1,130股+2.96%加仓
IiShares安硕·COREIJR
2.87%2.52%$851.8万5.7万股$689.2万5.5万股+1,987股+3.58%加仓
SSPDR黄金信托GLD
2.44%3.06%$722.0万2.0万股$836.2万1.9万股+164股+0.84%加仓
SSPDR道富系列信托SDY
2.2%2.2%$653.1万4.3万股$601.7万4.1万股+1,690股+4.10%加仓
摩根大通JPM
2.07%2.01%$614.7万1.9万股$549.1万1.9万股+111股+0.59%加仓
威廉姆斯WMB
1.79%1.9%$531.6万7.2万股$519.5万7.1万股+121股+0.17%加仓
安桥ENB
1.54%1.64%$455.3万8.4万股$449.2万8.3万股+1,028股+1.24%加仓
埃克森美孚XOM
1.42%1.73%$420.2万3.1万股$472.7万2.8万股+2,874股+10.32%加仓
宝洁PG
1.39%0.95%$411.8万2.8万股$259.7万1.8万股+1.0万股+56.18%加仓
IiShares黄金信托IAU
1.38%1.57%$408.8万5.4万股$430.2万4.9万股+5,336股+10.93%加仓
BBANK OF AMERBAC
1.37%1.26%$406.9万7.1万股$344.5万7.1万股+745股+1.05%加仓
苹果AAPL
1.36%1.29%$402.9万1.4万股$353.5万1.4万股-7股-0.05%减仓
WASTE MGMT DELWM
1.33%1.48%$395.6万1.8万股$404.4万1.8万股+148股+0.84%加仓
可口可乐KO
1.33%1.34%$394.4万4.9万股$368.0万4.8万股+145股+0.30%加仓
AAlphabet Inc Class CGOOG
1.3%1.14%$386.3万1.1万股$312.1万1.1万股+54股+0.50%加仓
BHP BILLITON LIMITED SPONSORED ADSBHP
1.3%1.23%$385.8万4.6万股$337.0万4.6万股-15股-0.03%减仓
V先锋领航·FTSEVEA
1.28%1.24%$380.2万5.3万股$339.8万5.3万股+332股+0.63%加仓
诺华NVS
1.26%1.32%$374.3万2.4万股$362.0万2.4万股+183股+0.77%加仓
沃尔玛WMT
1.13%1.33%$335.4万3.0万股$365.0万2.9万股+250股+0.85%加仓
雪佛龙CVX
1.12%1.39%$331.5万2.0万股$379.9万1.8万股+1,639股+8.93%加仓
PHILIP MORRIS INTLPM
1.1%1.09%$327.6万1.8万股$297.3万1.8万股+124股+0.69%加仓
强生JNJ
1.1%1.1%$325.0万1.3万股$300.4万1.2万股+508股+4.13%加仓
通用汽车GM
1.04%1.08%$307.8万4.0万股$296.8万4.0万股+104股+0.26%加仓
ENTERPRISE PRODS PARTNERS LEPD
1.03%1.13%$304.2万8.3万股$310.1万8.2万股+788股+0.96%加仓
默沙东MRK
0.96%0.96%$284.1万2.2万股$263.9万2.2万股+177股+0.81%加仓
I景顺交易所交易基金信托RSP
0.94%0.91%$278.8万1.3万股$250.1万1.3万股+73股+0.56%加仓
思科CSCO
0.93%0.66%$275.0万2.3万股$181.7万2.3万股-4股-0.02%减仓
WELLS FARGO NEWWFC
0.91%0.95%$270.0万3.3万股$259.9万3.3万股+19股+0.06%加仓
IiShares安硕信托HDV
0.89%0.83%$263.4万9.6万股$227.8万1.7万股+7.9万股+472.58%加仓
VENTAS COMVTR
0.83%0.83%$247.5万2.8万股$226.1万2.8万股+227股+0.82%加仓
波音BA
0.8%0.81%$237.2万1.1万股$220.4万1.1万股-117股-1.06%减仓
ONEOKOKE
0.74%0.82%$219.5万2.5万股$225.5万2.5万股+301股+1.21%加仓
BBANK AMERICA CORP 7.25CNV PFD LBAC
0.72%0.75%$214.9万1,713股$206.4万1,733股-20股-1.15%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.72%0.71%$212.5万2.6万股$193.7万2.3万股+2,421股+10.32%加仓
C花旗集团C
0.71%0.62%$209.4万1.5万股$169.9万1.5万股-18股-0.12%减仓
斯伦贝谢SLB
0.65%0.78%$193.9万4.2万股$213.5万4.2万股+151股+0.36%加仓
威瑞森VZ
0.64%0.82%$190.9万4.5万股$224.8万4.5万股+306股+0.68%加仓
R力拓BBP
0.64%0.67%$190.1万2.0万股$183.1万2.0万股+401股+2.04%加仓
雅培ABT
0.64%0.77%$189.4万2.1万股$210.7万2.1万股+347股+1.69%加仓
自由港麦克莫兰FCX
0.62%0.62%$184.6万2.9万股$170.8万2.9万股+298股+1.03%加仓
百事可乐PEP
0.61%0.73%$180.5万1.3万股$200.1万1.3万股+447股+3.47%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.61%0.6%$180.0万2.4万股$165.2万2.4万股-479股-1.98%减仓
GGILEAD SCIENCES COMGILD
0.61%0.72%$179.4万1.4万股$196.0万1.4万股+135股+0.96%加仓
WEYERHAEUSERWY
0.6%0.67%$179.2万7.5万股$182.2万7.5万股+291股+0.39%加仓
IiShares安硕信托GVI
0.59%0.61%$174.1万1.6万股$167.9万1.6万股+364股+2.30%加仓

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