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 |
|---|---|---|---|---|---|---|---|---|
| EAGG | ISHARES TR | $2,288.57万 | 0.53% | 482,719 | 27,705 | 6.1% | $131.35万 | 加仓 |
| IMTB | ISHARES TR | $2,306.06万 | 0.54% | 528,770 | 12,501 | 2.4% | $54.52万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,328.75万 | 0.54% | 116,078 | -2,622 | -2.2% | -$52.60万 | 减仓 |
| PFE | PFIZER INC | $2,350.46万 | 0.55% | 976,104 | 32,854 | 3.5% | $79.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,377.52万 | 0.56% | 561,531 | 9,165 | 1.7% | $38.80万 | 加仓 |
| ROST | ROSS STORES INC | $2,394.11万 | 0.56% | 112,479 | -3,372 | -2.9% | -$71.77万 | 减仓 |
| MCD | MCDONALDS CORP | $2,402.63万 | 0.56% | 88,884 | 3,100 | 3.6% | $83.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,435.76万 | 0.57% | 121,733 | -5,497 | -4.3% | -$109.99万 | 减仓 |
| BX | BLACKSTONE INC | $2,450.59万 | 0.57% | 208,259 | 8,602 | 4.3% | $101.22万 | 加仓 |
| GOOG | ALPHABET INC | $2,487.70万 | 0.58% | 70,407 | 433 | 0.6% | $15.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,536.32万 | 0.59% | 279,515 | 22,421 | 8.7% | $203.45万 | 加仓 |
| DIS | DISNEY WALT CO | $2,644.67万 | 0.62% | 274,771 | -4,297 | -1.5% | -$41.36万 | 减仓 |
| AFL | AFLAC INC | $2,768.90万 | 0.65% | 236,154 | -530 | -0.2% | -$6.21万 | 减仓 |
| ECL | ECOLAB INC | $2,867.33万 | 0.67% | 102,916 | 873 | 0.9% | $24.32万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,872.14万 | 0.67% | 975,922 | -67,996 | -6.5% | -$200.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,064.14万 | 0.72% | 137,479 | 1,617 | 1.2% | $36.04万 | 加仓 |
| ISTB | ISHARES TR | $3,108.12万 | 0.73% | 644,170 | 11,495 | 1.8% | $55.46万 | 加仓 |
| HACK | AMPLIFY ETF TR | $3,242.03万 | 0.76% | 308,971 | -757 | -0.2% | -$7.94万 | 减仓 |
| WMT | WALMART INC | $3,322.63万 | 0.78% | 293,363 | -4,140 | -1.4% | -$46.89万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,404.50万 | 0.79% | 406,507 | 14,900 | 3.8% | $124.79万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,463.44万 | 0.81% | 1,497,382 | -58,070 | -3.7% | -$134.32万 | 减仓 |
| FLOT | ISHARES TR | $3,476.97万 | 0.81% | 681,091 | 3,053 | 0.5% | $15.59万 | 加仓 |
| MINT | PIMCO ETF TR | $3,557.75万 | 0.83% | 352,916 | 20,240 | 6.1% | $204.04万 | 加仓 |
| QCOM | QUALCOMM INC | $3,565.57万 | 0.83% | 192,953 | 2,504 | 1.3% | $46.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,572.46万 | 0.83% | 105,616 | 278 | 0.3% | $9.40万 | 加仓 |
| PAVE | GLOBAL X FDS | $3,659.38万 | 0.85% | 621,076 | -9,578 | -1.5% | -$56.43万 | 减仓 |
| TJX | TJX COS INC NEW | $3,746.14万 | 0.87% | 247,270 | -2,522 | -1.0% | -$38.21万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4,542.04万 | 1.06% | 114,360 | -6,867 | -5.7% | -$272.74万 | 减仓 |
| IUSB | ISHARES TR | $4,937.21万 | 1.15% | 1,069,818 | 25,134 | 2.4% | $115.99万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,167.22万 | 1.21% | 563,615 | 10,209 | 1.8% | $93.60万 | 加仓 |
| ASML | ASML HLDG NV | $5,308.22万 | 1.24% | 26,682 | -1,442 | -5.1% | -$286.88万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $5,580.48万 | 1.30% | 108,654 | 2,783 | 2.6% | $142.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,739.37万 | 1.34% | 114,698 | 2,586 | 2.3% | $129.40万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $5,864.29万 | 1.37% | 2,235,719 | 20,648 | 0.9% | $54.16万 | 加仓 |
| V | VISA INC | $6,399.84万 | 1.49% | 186,535 | 1,791 | 1.0% | $61.45万 | 加仓 |
| LLY | ELI LILLY & CO | $6,813.93万 | 1.59% | 56,810 | 126 | 0.2% | $15.11万 | 加仓 |
| IDU | ISHARES TR | $6,934.42万 | 1.62% | 605,045 | -1,205 | -0.2% | -$13.81万 | 减仓 |
| EFA | ISHARES TR | $6,994.56万 | 1.63% | 673,331 | 15,715 | 2.4% | $163.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,032.91万 | 1.64% | 214,857 | -955 | -0.4% | -$31.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,051.06万 | 1.65% | 75,375 | 602 | 0.8% | $56.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,056.75万 | 1.65% | 819,218 | -2,272 | -0.3% | -$19.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $7,122.58万 | 1.66% | 280,450 | -2,200 | -0.8% | -$55.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,609.30万 | 1.78% | 203,992 | 6,195 | 3.1% | $231.09万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $7,723.46万 | 1.80% | 1,464,996 | -13,754 | -0.9% | -$72.51万 | 减仓 |
| AMZN | AMAZON COM INC | $7,997.54万 | 1.87% | 335,552 | 8,153 | 2.5% | $194.32万 | 加仓 |
| IVV | ISHARES TR | $8,131.61万 | 1.90% | 108,582 | 2,125 | 2.0% | $159.14万 | 加仓 |
| IGSB | ISHARES TR | $8,355.20万 | 1.95% | 1,594,200 | 45,671 | 2.9% | $239.36万 | 加仓 |
| STIP | ISHARES TR | $8,647.64万 | 2.02% | 846,480 | 20,812 | 2.5% | $212.62万 | 加仓 |
| TLH | ISHARES TR | $8,942.45万 | 2.09% | 891,126 | 28,305 | 3.3% | $284.04万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $9,014.58万 | 2.10% | 967,931 | 38,286 | 4.1% | $356.57万 | 加仓 |
| SDY | SPDR SERIES TRUST | $9,664.66万 | 2.26% | 635,081 | 5,656 | 0.9% | $86.07万 | 加仓 |
| IGM | ISHARES TR | $9,864.79万 | 2.30% | 603,056 | -17,598 | -2.8% | -$287.87万 | 减仓 |
| GOOGL | ALPHABET INC | $1.04亿 | 2.42% | 289,660 | -12,776 | -4.2% | -$456.58万 | 减仓 |
| IEMG | ISHARES INC | $1.13亿 | 2.64% | 1,364,036 | -45,548 | -3.2% | -$377.32万 | 减仓 |
| PYLD | PIMCO ETF TR | $1.13亿 | 2.64% | 4,271,419 | 1,081,592 | 33.9% | $2,868.38万 | 加仓 |
| IJH | ISHARES TR | $1.19亿 | 2.79% | 1,548,248 | 490,090 | 46.3% | $3,779.08万 | 加仓 |
| IJR | ISHARES TR | $1.37亿 | 3.19% | 920,516 | 82,478 | 9.8% | $1,223.23万 | 加仓 |
| AGG | ISHARES TR | $1.76亿 | 4.10% | 1,776,193 | 90,616 | 5.4% | $896.92万 | 加仓 |
| AAPL | APPLE INC | $2.45亿 | 5.72% | 846,145 | -11,335 | -1.3% | -$327.99万 | 减仓 |