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 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -2,525 | -100.0% | -$38.19万 | 清仓 |
| SCCR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,293 | -100.0% | -$36.95万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -2,397 | -100.0% | -$32.99万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -8,300 | -100.0% | -$27.04万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -853 | -100.0% | -$24.77万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.99万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -350 | -100.0% | -$20.38万 | 清仓 |
| XVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRF | CORNERSTONE TOTAL RETURN FD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.01万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$4.00万 | 清仓 |
| ASML | ASML HOLDING N V 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$3.75万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$3.18万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$3.04万 | 清仓 |
| AXP | AMERICAN EXPRESS CO 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$2.88万 | 清仓 |
| LLY | ELI LILLY & CO 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.86万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.37万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$2.33万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.15万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$2.00万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$1.93万 | 清仓 |
| MA | MASTERCARD INCORPORATED 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$1.90万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR 看涨期权 | $0 | 0.00% | 0 | -9,500 | -100.0% | -$1.79万 | 清仓 |
| V | VISA INC 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$1.69万 | 清仓 |
| WM | WASTE MGMT INC DEL 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.68万 | 清仓 |
| MCD | MCDONALDS CORP 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$1.65万 | 清仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.55万 | 清仓 |
| PEP | PEPSICO INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.47万 | 清仓 |
| KO | COCA COLA CO 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1.47万 | 清仓 |
| EFA | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.37万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1.32万 | 清仓 |
| CAT | CATERPILLAR INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.11万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$1.10万 | 清仓 |
| IWM | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$1.06万 | 清仓 |
| IRM | IRON MTN INC DEL 看涨期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$7,650 | 清仓 |
| BX | BLACKSTONE INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5,529 | 清仓 |
| ACN | ACCENTURE PLC IRELAND 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$496 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $601 | 0.00% | 2,500 | -500 | -16.7% | -$120 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $1,089 | 0.00% | 500 | -200 | -28.6% | -$436 | 减仓 |
| ADI | ANALOG DEVICES INC 看跌期权 | $1,325 | 0.00% | 1,000 | -1,500 | -60.0% | -$1,988 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $1,665 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP 看涨期权 | $3,080 | 0.00% | 200 | 200 | — | $3,080 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $3,386 | 0.00% | 800 | -300 | -27.3% | -$1,270 | 减仓 |
| WFC | WELLS FARGO & CO 看涨期权 | $4,323 | 0.00% | 200 | 200 | — | $4,323 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $4,459 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC 看涨期权 | $9,229 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $1.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY 看涨期权 | $1.34万 | 0.00% | 200 | 200 | — | $1.34万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $1.54万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看跌期权 | $1.58万 | 0.00% | 3,500 | -1,000 | -22.2% | -$4,513 | 减仓 |
| CTAS | CINTAS CORP 看跌期权 | $1.94万 | 0.00% | 3,000 | -2,500 | -45.5% | -$1.61万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $2.17万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $2.23万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2.59万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看涨期权 | $3.12万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR 看涨期权 | $3.38万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看涨期权 | $3.45万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR 看涨期权 | $3.63万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $3.77万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC 看涨期权 | $4.23万 | 0.00% | 400 | -300 | -42.9% | -$3.17万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $7.03万 | 0.00% | 20,025 | 25 | 0.1% | $88 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $9.80万 | 0.00% | 21,210 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $11.62万 | 0.00% | 25,264 | 25,264 | — | $11.62万 | 新建仓 |
| TSLA | TESLA INC 看跌期权 | $12.77万 | 0.00% | 4,600 | -1,500 | -24.6% | -$4.16万 | 减仓 |
| F | FORD MTR CO | $16.78万 | 0.00% | 14,537 | -290 | -2.0% | -$3,347 | 减仓 |
| EVR | EVERCORE INC | $20.33万 | 0.01% | 681 | 54 | 8.6% | $1.61万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.55万 | 0.01% | 2,483 | 2,483 | — | $20.55万 | 新建仓 |
| SRE | SEMPRA | $20.65万 | 0.01% | 2,125 | -203 | -8.7% | -$1.97万 | 重新持有 |
| COHR | COHERENT CORP | $21.44万 | 0.01% | 900 | 900 | — | $21.44万 | 新建仓 |
| IGF | ISHARES TR | $21.67万 | 0.01% | 3,234 | 3,234 | — | $21.67万 | 新建仓 |
| IYY | ISHARES TR | $21.87万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $21.92万 | 0.01% | 9,030 | 9,030 | — | $21.92万 | 新建仓 |
| IXJ | ISHARES TR | $22.08万 | 0.01% | 2,360 | 2,360 | — | $22.08万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $22.43万 | 0.01% | 1,131 | 122 | 12.1% | $2.42万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.61万 | 0.01% | 835 | -99 | -10.6% | -$2.68万 | 减仓 |
| ILCG | ISHARES TR | $22.98万 | 0.01% | 2,407 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $23.19万 | 0.01% | 1,628 | 77 | 5.0% | $1.10万 | 加仓 |
| BILS | SPDR SERIES TRUST | $23.56万 | 0.01% | 2,369 | -178 | -7.0% | -$1.77万 | 减仓 |
| MCK | MCKESSON CORP | $23.56万 | 0.01% | 272 | -623 | -69.6% | -$53.97万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $23.80万 | 0.01% | 4,494 | 4,494 | — | $23.80万 | 新建仓 |
| ITT | ITT INC | $23.86万 | 0.01% | 1,252 | 1,252 | — | $23.86万 | 新建仓 |
| ILCV | ISHARES TR | $24.29万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $24.40万 | 0.01% | 2,681 | 215 | 8.7% | $1.96万 | 加仓 |
| EEMV | ISHARES INC | $24.45万 | 0.01% | 3,777 | 3,777 | — | $24.45万 | 新建仓 |
| IWM | ISHARES TR | $24.63万 | 0.01% | 993 | 20 | 2.1% | $4,961 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $24.84万 | 0.01% | 3,979 | 155 | 4.1% | $9,675 | 加仓 |
| IGE | ISHARES TR | $25.15万 | 0.01% | 3,995 | 3,995 | — | $25.15万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $25.18万 | 0.01% | 11,472 | 901 | 8.5% | $1.98万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.20万 | 0.01% | 3,503 | 3,503 | — | $25.20万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $25.59万 | 0.01% | 1,211 | 11 | 0.9% | $2,324 | 加仓 |
| TIP | ISHARES TR | $25.96万 | 0.01% | 2,352 | -508 | -17.8% | -$5.61万 | 减仓 |
| ALL | ALLSTATE CORP | $26.31万 | 0.01% | 1,269 | 55 | 4.5% | $1.14万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.64万 | 0.01% | 2,246 | 117 | 5.5% | $1.39万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.69万 | 0.01% | 5,456 | 691 | 14.5% | $3.38万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $26.72万 | 0.01% | 884 | -471 | -34.8% | -$14.24万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.77万 | 0.01% | 3,036 | 519 | 20.6% | $4.58万 | 加仓 |
| ORI | OLD REP INTL CORP | $26.78万 | 0.01% | 6,712 | 370 | 5.8% | $1.48万 | 加仓 |
| IWR | ISHARES TR | $26.88万 | 0.01% | 2,764 | 2,764 | — | $26.88万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $27.22万 | 0.01% | 8,400 | -439 | -5.0% | -$1.42万 | 减仓 |