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 |
|---|---|---|---|---|---|---|---|---|
| CWBC | COMMUNITY WEST BANCSHARES NE | $114.75万 | 0.03% | 42,723 | 42,723 | — | $114.75万 | 新建仓 |
| BAC | BANK AMERICA CORP | $115.41万 | 0.03% | 20,255 | -180 | -0.9% | -$1.03万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $115.47万 | 0.03% | 13,156 | -553 | -4.0% | -$4.85万 | 减仓 |
| RTX | RTX CORPORATION | $117.35万 | 0.03% | 6,185 | 434 | 7.5% | $8.23万 | 加仓 |
| BLK | BLACKROCK INC | $130.10万 | 0.03% | 1,353 | 107 | 8.6% | $10.29万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $150.34万 | 0.04% | 20,922 | -79,371 | -79.1% | -$570.35万 | 减仓 |
| IWF | ISHARES TR | $150.59万 | 0.04% | 12,128 | 548 | 4.7% | $6.80万 | 加仓 |
| MELI | MERCADOLIBRE INC | $152.09万 | 0.04% | 896 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $152.40万 | 0.04% | 7,291 | 727 | 11.1% | $15.20万 | 加仓 |
| CMF | ISHARES TR | $156.90万 | 0.04% | 27,221 | -18,262 | -40.2% | -$105.26万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $161.32万 | 0.04% | 7,582 | -6,674 | -46.8% | -$142.00万 | 减仓 |
| CAT | CATERPILLAR INC | $162.86万 | 0.04% | 1,529 | 203 | 15.3% | $21.62万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $165.51万 | 0.04% | 1,637 | -376 | -18.7% | -$38.02万 | 减仓 |
| HD | HOME DEPOT INC | $173.06万 | 0.04% | 4,907 | 525 | 12.0% | $18.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.07万 | 0.04% | 25,554 | -3,556 | -12.2% | -$25.34万 | 减仓 |
| TFLO | ISHARES TR | $184.30万 | 0.04% | 36,401 | 3,715 | 11.4% | $18.81万 | 加仓 |
| DHR | DANAHER CORP DEL | $190.13万 | 0.04% | 9,982 | -4,703 | -32.0% | -$89.58万 | 减仓 |
| NVO | NOVO-NORDISK A S | $191.48万 | 0.04% | 39,942 | -1,126 | -2.7% | -$5.40万 | 减仓 |
| SNDK | SANDISK CORP | $195.54万 | 0.05% | 860 | 860 | — | $195.54万 | 新建仓 |
| ORCL | ORACLE CORP | $197.94万 | 0.05% | 13,507 | -1,042 | -7.2% | -$15.27万 | 减仓 |
| STPZ | PIMCO ETF TR | $200.43万 | 0.05% | 37,575 | 16,027 | 74.4% | $85.49万 | 加仓 |
| IHI | ISHARES TR | $202.32万 | 0.05% | 40,948 | 5,701 | 16.2% | $28.17万 | 加仓 |
| RBLX | ROBLOX CORP | $202.75万 | 0.05% | 37,283 | 30,820 | 476.9% | $167.60万 | 加仓 |
| USSG | DBX ETF TR | $208.96万 | 0.05% | 30,083 | -616 | -2.0% | -$4.28万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $212.20万 | 0.05% | 36,168 | 36,168 | — | $212.20万 | 新建仓 |
| NFLX | NETFLIX INC. | $216.26万 | 0.05% | 30,289 | -129 | -0.4% | -$9,211 | 减仓 |
| GLW | CORNING INC | $217.69万 | 0.05% | 8,522 | 83 | 1.0% | $2.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $221.29万 | 0.05% | 7,869 | -146 | -1.8% | -$4.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $226.27万 | 0.05% | 9,563 | -10 | -0.1% | -$2,366 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $229.89万 | 0.05% | 67,935 | -635 | -0.9% | -$2.15万 | 减仓 |
| AX | AXOS FINANCIAL INC | $237.63万 | 0.06% | 24,400 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $240.23万 | 0.06% | 26,460 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $240.92万 | 0.06% | 22,628 | -797 | -3.4% | -$8.49万 | 减仓 |
| CTAS | CINTAS CORP | $241.07万 | 0.06% | 14,174 | 216 | 1.5% | $3.67万 | 加仓 |
| CSCO | CISCO SYS INC | $262.45万 | 0.06% | 22,344 | 522 | 2.4% | $6.13万 | 加仓 |
| PFF | ISHARES TR | $262.90万 | 0.06% | 86,225 | 6,869 | 8.7% | $20.94万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $268.07万 | 0.06% | 105,043 | -451 | -0.4% | -$1.15万 | 减仓 |
| ABBV | ABBVIE INC | $269.23万 | 0.06% | 10,699 | 5,221 | 95.3% | $131.38万 | 加仓 |
| INTC | INTEL CORP | $271.17万 | 0.06% | 19,421 | -10,596 | -35.3% | -$147.95万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $272.03万 | 0.06% | 133,546 | 16,048 | 13.7% | $32.69万 | 加仓 |
| VCR | VANGUARD WORLD FD | $272.07万 | 0.06% | 6,860 | 332 | 5.1% | $13.17万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $275.75万 | 0.06% | 25,651 | -2,685 | -9.5% | -$28.86万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $289.17万 | 0.07% | 24,785 | -19,857 | -44.5% | -$231.67万 | 减仓 |
| SHV | ISHARES TR | $290.66万 | 0.07% | 26,339 | 6,439 | 32.4% | $71.06万 | 加仓 |
| IYZ | ISHARES TR | $295.03万 | 0.07% | 69,731 | 643 | 0.9% | $2.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $304.01万 | 0.07% | 8,216 | 1,013 | 14.1% | $37.48万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $317.22万 | 0.07% | 18,673 | 87 | 0.5% | $1.48万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $326.96万 | 0.08% | 33,906 | -24 | -0.1% | -$2,314 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $377.28万 | 0.09% | 104,050 | 480 | 0.5% | $1.74万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $387.31万 | 0.09% | 41,976 | -2,839 | -6.3% | -$26.20万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $412.83万 | 0.10% | 137,563 | -9,783 | -6.6% | -$29.36万 | 减仓 |
| — | EXXON MOBIL CORP | $419.78万 | 0.10% | 30,704 | -5,155 | -14.4% | -$70.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $455.00万 | 0.11% | 6,625 | -8,223 | -55.4% | -$564.74万 | 减仓 |
| EMNT | PIMCO ETF TR | $499.64万 | 0.12% | 50,500 | 2,353 | 4.9% | $23.28万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $508.43万 | 0.12% | 140,723 | -3,289 | -2.3% | -$11.88万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $554.53万 | 0.13% | 66,755 | 2,795 | 4.4% | $23.22万 | 加仓 |
| PEP | PEPSICO INC | $559.13万 | 0.13% | 41,294 | 1,147 | 2.9% | $15.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $593.29万 | 0.14% | 13,692 | 181 | 1.3% | $7.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $604.46万 | 0.14% | 36,466 | 690 | 1.9% | $11.44万 | 加仓 |
| VHT | VANGUARD WORLD FD | $618.11万 | 0.14% | 20,672 | 1,309 | 6.8% | $39.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $635.67万 | 0.15% | 29,169 | 613 | 2.1% | $13.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $650.28万 | 0.15% | 234,758 | -4,627 | -1.9% | -$12.82万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $652.17万 | 0.15% | 176,884 | -4,032 | -2.2% | -$14.87万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $653.74万 | 0.15% | 59,556 | 3,001 | 5.3% | $32.94万 | 加仓 |
| IWB | ISHARES TR | $687.00万 | 0.16% | 16,777 | 806 | 5.0% | $33.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $698.02万 | 0.16% | 9,654 | 2,576 | 36.4% | $186.25万 | 加仓 |
| SUSA | ISHARES TR | $733.27万 | 0.17% | 47,522 | 2,516 | 5.6% | $38.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $790.56万 | 0.18% | 13,609 | -506 | -3.6% | -$29.39万 | 减仓 |
| SNPS | SYNOPSYS INC | $797.04万 | 0.19% | 17,868 | -172 | -1.0% | -$7.67万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $807.38万 | 0.19% | 125,175 | -5,181 | -4.0% | -$33.42万 | 减仓 |
| UL | UNILEVER PLC | $809.41万 | 0.19% | 134,632 | 9,170 | 7.3% | $55.13万 | 加仓 |
| IGIB | ISHARES TR | $814.17万 | 0.19% | 153,126 | 9,683 | 6.8% | $51.48万 | 加仓 |
| META | META PLATFORMS INC | $826.61万 | 0.19% | 14,675 | 94 | 0.6% | $5.29万 | 加仓 |
| IXP | ISHARES TR | $842.17万 | 0.20% | 74,630 | 1,783 | 2.4% | $20.12万 | 加仓 |
| KO | COCA COLA CO | $850.54万 | 0.20% | 104,656 | 2,364 | 2.3% | $19.21万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $861.76万 | 0.20% | 8,930 | 8,930 | — | $861.76万 | 新建仓 |
| SOXX | ISHARES TR | $892.49万 | 0.21% | 13,929 | 30 | 0.2% | $1.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $893.01万 | 0.21% | 60,898 | 2,836 | 4.9% | $41.59万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $895.89万 | 0.21% | 17,585 | 352 | 2.0% | $17.93万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $925.53万 | 0.22% | 319,590 | -7,374 | -2.3% | -$21.36万 | 减仓 |
| SUSB | ISHARES TR | $933.68万 | 0.22% | 373,623 | 12,624 | 3.5% | $31.55万 | 加仓 |
| BOND | PIMCO ETF TR | $935.62万 | 0.22% | 101,466 | 3,003 | 3.0% | $27.69万 | 加仓 |
| TSLA | TESLA INC | $964.18万 | 0.23% | 22,924 | -1,677 | -6.8% | -$70.53万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,066.46万 | 0.25% | 38,974 | 410 | 1.1% | $11.22万 | 加仓 |
| DES | WISDOMTREE TR | $1,318.10万 | 0.31% | 324,017 | -5,229 | -1.6% | -$21.27万 | 减仓 |
| DON | WISDOMTREE TR | $1,356.11万 | 0.32% | 239,935 | 3,521 | 1.5% | $19.90万 | 加仓 |
| USIG | ISHARES TR | $1,434.94万 | 0.34% | 279,770 | 3,144 | 1.1% | $16.13万 | 加仓 |
| AVGO | BROADCOM INC | $1,479.55万 | 0.35% | 39,167 | 5,538 | 16.5% | $209.20万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,537.01万 | 0.36% | 44,692 | 514 | 1.2% | $17.68万 | 加仓 |
| IDV | ISHARES TR | $1,548.50万 | 0.36% | 373,763 | -286 | -0.1% | -$1.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,644.56万 | 0.38% | 22,332 | -4,231 | -15.9% | -$311.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,737.48万 | 0.41% | 23,267 | -522 | -2.2% | -$38.98万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,869.26万 | 0.44% | 47,004 | 2,282 | 5.1% | $90.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,908.98万 | 0.45% | 116,707 | 3,443 | 3.0% | $56.32万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,103.31万 | 0.49% | 170,848 | 2,995 | 1.8% | $36.87万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,171.62万 | 0.51% | 235,815 | 5,604 | 2.4% | $51.61万 | 加仓 |
| — | ISHARES TR | $2,183.42万 | 0.51% | 210,294 | 680 | 0.3% | $7.06万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,187.43万 | 0.51% | 43,630 | 1,241 | 2.9% | $62.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,272.06万 | 0.53% | 72,165 | 1,189 | 1.7% | $37.43万 | 加仓 |