Destination Wealth Management
Walnut Creek CA · SEC CIK 0001278573
$42.83亿2026Q2 申报市值
344持仓数
30.2%前十大占比 · 第一大 5.7%
28 / 15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
IJH 加仓+$3,779.08万
PYLD 加仓+$2,868.38万
IJR 加仓+$1,223.23万
AGG 加仓+$896.92万
STX 新建仓+$861.76万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$857.91万
ZTS 减仓-$570.35万
VOO 减仓-$564.74万
GOOGL 减仓-$456.58万
IEMG 减仓-$377.32万
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 |
|---|---|---|---|---|---|---|---|---|
| AVSC | AMERICAN CENTY ETF TR | $35.00万 | 0.01% | 4,772 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.63万 | 0.01% | 5,970 | -1,630 | -21.4% | -$9.73万 | 减仓 |
| COHR | COHERENT CORP | $35.66万 | 0.01% | 904 | 4 | 0.4% | $1,578 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.76万 | 0.01% | 1,440 | -16 | -1.1% | -$3,974 | 减仓 |
| INFL | LISTED FDS TR | $36.11万 | 0.01% | 7,240 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $36.20万 | 0.01% | 16,055 | 16,055 | — | $36.20万 | 新建仓 |
| EBAY | EBAY INC. | $36.24万 | 0.01% | 3,243 | 562 | 21.0% | $6.28万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.50万 | 0.01% | 11,511 | 662 | 6.1% | $2.10万 | 加仓 |
| HPQ | HP INC | $36.66万 | 0.01% | 16,711 | -692 | -4.0% | -$1.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.04万 | 0.01% | 891 | 56 | 6.7% | $2.33万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $37.06万 | 0.01% | 1,046 | 156 | 17.5% | $5.53万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $37.06万 | 0.01% | 1,323 | -14 | -1.0% | -$3,921 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $37.40万 | 0.01% | 324 | 324 | — | $37.40万 | 新建仓 |
| IWN | ISHARES TR | $37.40万 | 0.01% | 1,691 | 63 | 3.9% | $1.39万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $37.55万 | 0.01% | 2,253 | 29 | 1.3% | $4,833 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $37.58万 | 0.01% | 1,773 | 10 | 0.6% | $2,119 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $38.12万 | 0.01% | 1,118 | 1,118 | — | $38.12万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $39.18万 | 0.01% | 7,366 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $39.24万 | 0.01% | 9,706 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $39.62万 | 0.01% | 2,739 | 493 | 22.0% | $7.13万 | 加仓 |
| SMH | VANECK ETF TRUST | $40.40万 | 0.01% | 616 | -13,082 | -95.5% | -$857.91万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $40.54万 | 0.01% | 3,052 | 292 | 10.6% | $3.88万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $42.02万 | 0.01% | 4,078 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $43.01万 | 0.01% | 4,137 | -238 | -5.4% | -$2.47万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $43.11万 | 0.01% | 5,960 | 4 | 0.1% | $289 | 加仓 |
| RPM | RPM INTL INC | $43.44万 | 0.01% | 3,909 | 497 | 14.6% | $5.52万 | 加仓 |
| USMV | ISHARES TR | $43.56万 | 0.01% | 4,516 | -85 | -1.8% | -$8,199 | 减仓 |
| IGOV | ISHARES TR | $44.51万 | 0.01% | 10,849 | 10,849 | — | $44.51万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $44.62万 | 0.01% | 6,174 | 540 | 9.6% | $3.90万 | 加仓 |
| CME | CME GROUP INC | $44.96万 | 0.01% | 2,036 | -12 | -0.6% | -$2,650 | 减仓 |
| AMGN | AMGEN INC | $45.17万 | 0.01% | 1,247 | -246 | -16.5% | -$8.91万 | 减仓 |
| QUAL | ISHARES TR | $45.22万 | 0.01% | 2,061 | 510 | 32.9% | $11.19万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $46.60万 | 0.01% | 26,764 | -55 | -0.2% | -$958 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.67万 | 0.01% | 2,084 | 142 | 7.3% | $3.18万 | 加仓 |
| XT | ISHARES TR | $47.93万 | 0.01% | 5,801 | -197 | -3.3% | -$1.63万 | 减仓 |
| BWX | SPDR SERIES TRUST | $47.94万 | 0.01% | 22,112 | 10,640 | 92.7% | $23.07万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $48.01万 | 0.01% | 1,800 | 1,800 | — | $48.01万 | 新建仓 |
| IDXX | IDEXX LABS INC | $48.27万 | 0.01% | 917 | 120 | 15.1% | $6.32万 | 加仓 |
| MKL | MARKEL GROUP INC | $49.22万 | 0.01% | 252 | 2 | 0.8% | $3,906 | 加仓 |
| SPMD | SPDR SERIES TRUST | $49.27万 | 0.01% | 7,293 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $49.83万 | 0.01% | 3,679 | -15 | -0.4% | -$2,032 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $49.85万 | 0.01% | 1,424 | 69 | 5.1% | $2.42万 | 加仓 |
| INTU | INTUIT | $49.99万 | 0.01% | 1,915 | 186 | 10.8% | $4.86万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $50.42万 | 0.01% | 16,212 | -5,660 | -25.9% | -$17.60万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.50万 | 0.01% | 3,997 | -700 | -14.9% | -$8.84万 | 减仓 |
| DXJ | WISDOMTREE TR | $50.72万 | 0.01% | 2,923 | -187 | -6.0% | -$3.24万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $52.51万 | 0.01% | 9,795 | -542 | -5.2% | -$2.91万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $52.73万 | 0.01% | 10,183 | -108 | -1.0% | -$5,593 | 减仓 |
| MO | ALTRIA GROUP INC | $54.73万 | 0.01% | 7,607 | -512 | -6.3% | -$3.68万 | 减仓 |
| IJK | ISHARES TR | $56.62万 | 0.01% | 4,819 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $56.70万 | 0.01% | 1,654 | -100 | -5.7% | -$3.43万 | 减仓 |
| LIT | GLOBAL X FDS | $57.46万 | 0.01% | 7,341 | 58 | 0.8% | $4,540 | 加仓 |
| MDT | MEDTRONIC PLC | $58.29万 | 0.01% | 7,451 | 673 | 9.9% | $5.26万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.93万 | 0.01% | 1,128 | 1 | 0.1% | $522 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $59.09万 | 0.01% | 53,765 | 300 | 0.6% | $3,297 | 加仓 |
| DGRO | ISHARES TR | $59.24万 | 0.01% | 7,817 | 1,316 | 20.2% | $9.97万 | 加仓 |
| ESGU | ISHARES TR | $61.29万 | 0.01% | 3,745 | 219 | 6.2% | $3.58万 | 加仓 |
| IBND | SPDR SERIES TRUST | $61.33万 | 0.01% | 19,670 | 9,751 | 98.3% | $30.40万 | 加仓 |
| TXN | TEXAS INSTRS INC | $61.74万 | 0.01% | 2,071 | 337 | 19.4% | $10.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $61.96万 | 0.01% | 5,184 | -80 | -1.5% | -$9,562 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $62.24万 | 0.01% | 6,881 | 536 | 8.4% | $4.85万 | 加仓 |
| IWO | ISHARES TR | $64.00万 | 0.01% | 1,624 | -227 | -12.3% | -$8.95万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $64.80万 | 0.02% | 1,963 | -624 | -24.1% | -$20.60万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $65.43万 | 0.02% | 5,169 | 381 | 8.0% | $4.82万 | 加仓 |
| HDV | ISHARES TR | $65.66万 | 0.02% | 23,955 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $65.82万 | 0.02% | 6,815 | -365 | -5.1% | -$3.53万 | 减仓 |
| CPRT | COPART INC | $66.18万 | 0.02% | 23,476 | 800 | 3.5% | $2.26万 | 加仓 |
| SO | SOUTHERN CO | $67.96万 | 0.02% | 7,101 | 22 | 0.3% | $2,106 | 加仓 |
| IRM | IRON MTN INC DEL | $69.13万 | 0.02% | 5,473 | 287 | 5.5% | $3.63万 | 加仓 |
| GEV | GE VERNOVA INC | $69.39万 | 0.02% | 591 | 28 | 5.0% | $3.29万 | 加仓 |
| NUSC | NUSHARES ETF TR | $69.91万 | 0.02% | 13,414 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $71.84万 | 0.02% | 16,194 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $72.46万 | 0.02% | 6,346 | -51 | -0.8% | -$5,823 | 减仓 |
| BIL | SPDR SERIES TRUST | $72.52万 | 0.02% | 7,914 | -520 | -6.2% | -$4.77万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $72.77万 | 0.02% | 5,503 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $75.31万 | 0.02% | 5,408 | 8 | 0.1% | $1,114 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $75.82万 | 0.02% | 4,798 | -595 | -11.0% | -$9.40万 | 减仓 |
| — | ISHARES U S ETF TR | $76.65万 | 0.02% | 31,185 | 116 | 0.4% | $2,851 | 加仓 |
| MRK | MERCK & CO INC | $78.62万 | 0.02% | 6,119 | -68 | -1.1% | -$8,737 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $78.98万 | 0.02% | 1,590 | 38 | 2.4% | $1.89万 | 加仓 |
| — | PUTNAM ETF TRUST | $80.14万 | 0.02% | 108,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $80.20万 | 0.02% | 17,780 | -962 | -5.1% | -$4.34万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $81.23万 | 0.02% | 6,447 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $81.57万 | 0.02% | 9,542 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $83.38万 | 0.02% | 2,447 | 127 | 5.5% | $4.33万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $83.70万 | 0.02% | 3,095 | 351 | 12.8% | $9.49万 | 加仓 |
| MPC | MARATHON PETE CORP | $84.12万 | 0.02% | 3,290 | 31 | 1.0% | $7,926 | 加仓 |
| — | GLOBAL X FDS | $84.47万 | 0.02% | 21,899 | -513 | -2.3% | -$1.98万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $85.64万 | 0.02% | 34,942 | 1,126 | 3.3% | $2.76万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $86.03万 | 0.02% | 10,448 | 28 | 0.3% | $2,306 | 加仓 |
| BA | BOEING CO | $88.47万 | 0.02% | 4,087 | 257 | 6.7% | $5.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $90.59万 | 0.02% | 1,897 | 499 | 35.7% | $23.83万 | 加仓 |
| CMI | CUMMINS INC | $91.30万 | 0.02% | 1,280 | 174 | 15.7% | $12.41万 | 加仓 |
| WFC | WELLS FARGO & CO | $91.76万 | 0.02% | 11,103 | 190 | 1.7% | $1.57万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $91.78万 | 0.02% | 1,437 | 1,437 | — | $91.78万 | 新建仓 |
| DSI | ISHARES TR | $92.40万 | 0.02% | 6,489 | 667 | 11.5% | $9.50万 | 加仓 |
| GE | GE AEROSPACE | $93.76万 | 0.02% | 2,509 | 452 | 22.0% | $16.89万 | 加仓 |
| KLAC | KLA CORP | $98.66万 | 0.02% | 3,270 | 100 | 3.2% | $3.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $100.31万 | 0.02% | 5,265 | 172 | 3.4% | $3.28万 | 加仓 |
| SBUX | STARBUCKS CORP | $102.15万 | 0.02% | 9,996 | 4 | 0.0% | $409 | 加仓 |