Destination Wealth Management
Walnut Creek CA · SEC CIK 0001278573
$38.51亿2026Q1 申报市值
327持仓数
28.8%前十大占比 · 第一大 5.7%
26 / 35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
VEU 新建仓+$2,940.97万
EFA 加仓+$2,329.48万
AGG 加仓+$913.59万
IEMG 加仓+$859.17万
TLH 加仓+$695.93万
2026Q1 卖出最多 按季末市值估算
SCHX 减仓-$955.63万
SCHZ 减仓-$906.33万
IVV 减仓-$442.81万
SDY 减仓-$354.97万
GOOGL 减仓-$246.67万
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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $27.35万 | 0.01% | 1,302 | 314 | 31.8% | $6.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $27.65万 | 0.01% | 4,428 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $27.86万 | 0.01% | 1,493 | -883 | -37.2% | -$16.48万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $28.59万 | 0.01% | 3,779 | 3,779 | — | $28.59万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.92万 | 0.01% | 3,068 | 239 | 8.4% | $2.25万 | 重新持有 |
| AVSC | AMERICAN CENTY ETF TR | $29.73万 | 0.01% | 4,772 | -853 | -15.2% | -$5.31万 | 减仓 |
| QUAL | ISHARES TR | $29.75万 | 0.01% | 1,551 | 1,551 | — | $29.75万 | 新建仓 |
| PLUS | EPLUS INC | $30.10万 | 0.01% | 4,000 | -29 | -0.7% | -$2,182 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $30.54万 | 0.01% | 890 | 260 | 41.3% | $8.92万 | 重新持有 |
| — | HERITAGE COMM CORP | $30.83万 | 0.01% | 24,700 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SERIES TRUST | $30.83万 | 0.01% | 9,919 | 1,388 | 16.3% | $4.31万 | 加仓 |
| IWN | ISHARES TR | $30.87万 | 0.01% | 1,628 | 3 | 0.2% | $569 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $31.46万 | 0.01% | 2,760 | 196 | 7.6% | $2.23万 | 加仓 |
| FTV | FORTIVE CORP | $31.61万 | 0.01% | 5,718 | -4,376 | -43.4% | -$24.19万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $32.00万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $32.17万 | 0.01% | 2,808 | 8 | 0.3% | $917 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $32.26万 | 0.01% | 774 | -495 | -39.0% | -$20.63万 | 减仓 |
| SPGI | S&P GLOBAL INC | $33.01万 | 0.01% | 776 | -21 | -2.6% | -$8,932 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.28万 | 0.01% | 10,849 | -6,822 | -38.6% | -$20.93万 | 减仓 |
| HPQ | HP INC | $33.43万 | 0.01% | 17,403 | 89 | 0.5% | $1,710 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.55万 | 0.01% | 1,281 | 87 | 7.3% | $2.28万 | 加仓 |
| TXN | TEXAS INSTRS INC | $33.66万 | 0.01% | 1,734 | 121 | 7.5% | $2.35万 | 加仓 |
| RPM | RPM INTL INC | $33.92万 | 0.01% | 3,412 | -49 | -1.4% | -$4,871 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.55万 | 0.01% | 1,763 | -35 | -1.9% | -$6,859 | 减仓 |
| ADBE | ADOBE INC | $34.59万 | 0.01% | 1,423 | -342 | -19.4% | -$8.31万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $35.68万 | 0.01% | 1,337 | -31 | -2.3% | -$8,272 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $36.21万 | 0.01% | 3,951 | 137 | 3.6% | $1.26万 | 加仓 |
| RBLX | ROBLOX CORP | $36.55万 | 0.01% | 6,463 | -183 | -2.8% | -$1.04万 | 减仓 |
| SGOV | ISHARES TR | $36.81万 | 0.01% | 3,657 | -436 | -10.7% | -$4.39万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $37.50万 | 0.01% | 5,092 | -4,391 | -46.3% | -$32.34万 | 减仓 |
| INFL | LISTED FDS TR | $37.69万 | 0.01% | 7,240 | 7,240 | — | $37.69万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $38.26万 | 0.01% | 1,355 | 83 | 6.5% | $2.34万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $38.58万 | 0.01% | 2,224 | -231 | -9.4% | -$4.01万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $38.93万 | 0.01% | 7,366 | 150 | 2.1% | $7,927 | 加仓 |
| ES | EVERSOURCE ENERGY | $39.03万 | 0.01% | 5,634 | 103 | 1.9% | $7,136 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $39.31万 | 0.01% | 9,706 | -79 | -0.8% | -$3,200 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.46万 | 0.01% | 1,942 | 44 | 2.3% | $8,940 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $40.09万 | 0.01% | 26,819 | -316 | -1.2% | -$4,724 | 减仓 |
| GLD | SPDR GOLD TR | $40.15万 | 0.01% | 933 | -9 | -1.0% | -$3,873 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $40.65万 | 0.01% | 1,456 | 256 | 21.3% | $7.15万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $40.72万 | 0.01% | 4,078 | 677 | 19.9% | $6.76万 | 加仓 |
| XT | ISHARES TR | $40.88万 | 0.01% | 5,998 | -1,767 | -22.8% | -$12.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.08万 | 0.01% | 7,600 | 7,600 | — | $41.08万 | 新建仓 |
| MTUM | ISHARES TR | $42.09万 | 0.01% | 1,754 | 1,754 | — | $42.09万 | 新建仓 |
| USMV | ISHARES TR | $42.67万 | 0.01% | 4,601 | 827 | 21.9% | $7.67万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $43.19万 | 0.01% | 7,293 | -158 | -2.1% | -$9,357 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $44.62万 | 0.01% | 18,742 | -158 | -0.8% | -$3,762 | 减仓 |
| IDXX | IDEXX LABS INC | $44.78万 | 0.01% | 797 | 23 | 3.0% | $1.29万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $45.59万 | 0.01% | 5,956 | 4,454 | 296.5% | $34.10万 | 加仓 |
| DGRO | ISHARES TR | $45.62万 | 0.01% | 6,501 | 526 | 8.8% | $3.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $45.93万 | 0.01% | 658 | -293 | -30.8% | -$20.45万 | 减仓 |
| KLAC | KLA CORP | $46.68万 | 0.01% | 317 | 99 | 45.4% | $14.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.24万 | 0.01% | 1,398 | 652 | 87.4% | $22.03万 | 加仓 |
| — | HONEYWELL INTL INC | $47.76万 | 0.01% | 2,113 | 174 | 9.0% | $3.93万 | 加仓 |
| MKL | MARKEL GROUP INC | $47.85万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $48.28万 | 0.01% | 10,291 | -292 | -2.8% | -$1.37万 | 减仓 |
| IJK | ISHARES TR | $48.49万 | 0.01% | 4,819 | 4,819 | — | $48.49万 | 新建仓 |
| PLD | PROLOGIS INC. | $48.82万 | 0.01% | 3,694 | 93 | 2.6% | $1.23万 | 加仓 |
| GEV | GE VERNOVA INC | $49.18万 | 0.01% | 563 | 563 | — | $49.18万 | 新建仓 |
| DXJ | WISDOMTREE TR | $49.32万 | 0.01% | 3,110 | 3,110 | — | $49.32万 | 新建仓 |
| ESGU | ISHARES TR | $49.86万 | 0.01% | 3,526 | -263 | -6.9% | -$3.72万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $50.81万 | 0.01% | 6,345 | 128 | 2.1% | $1.02万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $51.04万 | 0.01% | 10,337 | 506 | 5.1% | $2.50万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.22万 | 0.01% | 1,127 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $52.52万 | 0.01% | 1,493 | 100 | 7.2% | $3.52万 | 加仓 |
| IRM | IRON MTN INC DEL | $52.97万 | 0.01% | 5,186 | 1,904 | 58.0% | $19.45万 | 加仓 |
| MO | ALTRIA GROUP INC | $53.58万 | 0.01% | 8,119 | 1,666 | 25.8% | $10.99万 | 加仓 |
| LIT | GLOBAL X FDS | $54.15万 | 0.01% | 7,283 | -72 | -1.0% | -$5,353 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $55.60万 | 0.01% | 53,465 | 8,600 | 19.2% | $8.94万 | 加仓 |
| COP | CONOCOPHILLIPS | $57.75万 | 0.01% | 4,375 | 227 | 5.5% | $3.00万 | 加仓 |
| IWO | ISHARES TR | $58.09万 | 0.02% | 1,851 | 400 | 27.6% | $12.55万 | 加仓 |
| GE | GE AEROSPACE | $58.38万 | 0.02% | 2,057 | 417 | 25.4% | $11.84万 | 加仓 |
| MDT | MEDTRONIC PLC | $58.73万 | 0.02% | 6,778 | 407 | 6.4% | $3.53万 | 加仓 |
| CMI | CUMMINS INC | $59.51万 | 0.02% | 1,106 | 364 | 49.1% | $19.59万 | 加仓 |
| NUSC | NUSHARES ETF TR | $60.44万 | 0.02% | 13,414 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $60.49万 | 0.02% | 2,048 | 16 | 0.8% | $4,726 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $60.91万 | 0.02% | 21,872 | 2,480 | 12.8% | $6.91万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $61.78万 | 0.02% | 5,503 | -175 | -3.1% | -$1.96万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $62.70万 | 0.02% | 4,788 | 344 | 7.7% | $4.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.93万 | 0.02% | 16,194 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $64.15万 | 0.02% | 22,129 | 4,827 | 27.9% | $13.99万 | 加仓 |
| IEFA | ISHARES TR | $65.00万 | 0.02% | 7,180 | -967 | -11.9% | -$8.75万 | 减仓 |
| HDV | ISHARES TR | $65.03万 | 0.02% | 4,791 | -87 | -1.8% | -$1.18万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $65.46万 | 0.02% | 4,697 | 1,601 | 51.7% | $22.31万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $67.69万 | 0.02% | 5,093 | 2,337 | 84.8% | $31.06万 | 加仓 |
| SO | SOUTHERN CO | $68.33万 | 0.02% | 7,079 | -24 | -0.3% | -$2,316 | 减仓 |
| — | GLOBAL X FDS | $68.40万 | 0.02% | 22,412 | -763 | -3.3% | -$2.33万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.30万 | 0.02% | 1,552 | 14 | 0.9% | $6,252 | 加仓 |
| DSI | ISHARES TR | $70.56万 | 0.02% | 5,822 | -43 | -0.7% | -$5,211 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $71.42万 | 0.02% | 2,744 | 2,744 | — | $71.42万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $71.88万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $73.58万 | 0.02% | 9,542 | -428 | -4.3% | -$3.30万 | 减仓 |
| MRK | MERCK & CO INC | $74.42万 | 0.02% | 6,187 | 1,853 | 42.8% | $22.29万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $74.74万 | 0.02% | 10,420 | 31 | 0.3% | $2,224 | 加仓 |
| INTU | INTUIT | $74.77万 | 0.02% | 1,729 | 30 | 1.8% | $1.30万 | 加仓 |
| — | ISHARES U S ETF TR | $75.13万 | 0.02% | 31,069 | 75 | 0.2% | $1,814 | 加仓 |
| CPRT | COPART INC | $75.28万 | 0.02% | 22,676 | 22,676 | — | $75.28万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $75.45万 | 0.02% | 2,587 | 864 | 50.1% | $25.20万 | 加仓 |
| CB | CHUBB LTD SWITZ | $75.62万 | 0.02% | 2,320 | 1,607 | 225.4% | $52.38万 | 加仓 |
| SHOP | SHOPIFY INC | $75.88万 | 0.02% | 6,397 | 1,065 | 20.0% | $12.63万 | 加仓 |