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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.18亿 | 5.65% | 857,480 | -5,337 | -0.6% | -$135.45万 | 减仓 |
| AGG | ISHARES TR | $1.67亿 | 4.35% | 1,685,577 | 92,031 | 5.8% | $913.59万 | 加仓 |
| IJR | ISHARES TR | $1.04亿 | 2.71% | 838,038 | -2,356 | -0.3% | -$29.29万 | 减仓 |
| IEMG | ISHARES INC | $9,831.85万 | 2.55% | 1,409,584 | 123,179 | 9.6% | $859.17万 | 加仓 |
| SDY | SPDR SERIES TRUST | $9,185.83万 | 2.39% | 629,425 | -24,323 | -3.7% | -$354.97万 | 减仓 |
| GOOGL | ALPHABET INC | $8,696.84万 | 2.26% | 302,436 | -8,578 | -2.8% | -$246.67万 | 减仓 |
| TLH | ISHARES TR | $8,690.34万 | 2.26% | 862,821 | 69,095 | 8.7% | $695.93万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $8,584.34万 | 2.23% | 929,645 | 37,231 | 4.2% | $343.79万 | 加仓 |
| STIP | ISHARES TR | $8,539.88万 | 2.22% | 825,668 | 27,641 | 3.5% | $285.89万 | 加仓 |
| PYLD | PIMCO ETF TR | $8,357.35万 | 2.17% | 3,189,827 | 163,688 | 5.4% | $428.86万 | 加仓 |
| IGSB | ISHARES TR | $8,139.07万 | 2.11% | 1,548,529 | 47,815 | 3.2% | $251.32万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,450.61万 | 1.93% | 74,773 | 834 | 1.1% | $83.10万 | 加仓 |
| IGM | ISHARES TR | $7,355.38万 | 1.91% | 620,654 | -4,565 | -0.7% | -$54.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,321.86万 | 1.90% | 197,797 | 10,146 | 5.4% | $375.57万 | 加仓 |
| IJH | ISHARES TR | $7,145.74万 | 1.86% | 1,058,158 | 14,804 | 1.4% | $99.97万 | 加仓 |
| IDU | ISHARES TR | $7,039.17万 | 1.83% | 606,250 | -2,289 | -0.4% | -$26.58万 | 减仓 |
| IVV | ISHARES TR | $6,953.90万 | 1.81% | 106,457 | -6,779 | -6.0% | -$442.81万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6,909.09万 | 1.79% | 282,650 | -6,452 | -2.2% | -$157.71万 | 减仓 |
| AMZN | AMAZON COM INC | $6,818.74万 | 1.77% | 327,399 | 4,043 | 1.3% | $84.20万 | 加仓 |
| EFA | ISHARES TR | $6,387.42万 | 1.66% | 657,616 | 239,831 | 57.4% | $2,329.48万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,348.32万 | 1.65% | 215,812 | 3,397 | 1.6% | $99.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,980.31万 | 1.55% | 136,915 | -4,189 | -3.0% | -$182.97万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $5,825.64万 | 1.51% | 2,215,071 | 81,924 | 3.8% | $215.46万 | 加仓 |
| V | VISA INC | $5,583.71万 | 1.45% | 184,744 | 6,388 | 3.6% | $193.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,372.40万 | 1.40% | 112,112 | 2,911 | 2.7% | $139.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,289.95万 | 1.37% | 105,871 | 2,509 | 2.4% | $125.36万 | 加仓 |
| LLY | ELI LILLY & CO | $5,213.66万 | 1.35% | 56,684 | 102 | 0.2% | $9.38万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $4,872.48万 | 1.27% | 1,478,750 | 77,547 | 5.5% | $255.52万 | 加仓 |
| IUSB | ISHARES TR | $4,825.39万 | 1.25% | 1,044,684 | 40,484 | 4.0% | $187.00万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4,716.68万 | 1.22% | 553,406 | 18,124 | 3.4% | $154.47万 | 加仓 |
| TJX | TJX COS INC NEW | $3,989.18万 | 1.04% | 249,792 | -2,705 | -1.1% | -$43.20万 | 减仓 |
| ADI | ANALOG DEVICES INC | $3,856.72万 | 1.00% | 121,227 | -2,822 | -2.3% | -$89.78万 | 减仓 |
| ASML | ASML HLDG NV | $3,714.69万 | 0.96% | 28,124 | -1,403 | -4.8% | -$185.31万 | 减仓 |
| WMT | WALMART INC | $3,697.37万 | 0.96% | 297,503 | -3,860 | -1.3% | -$47.97万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $3,611.76万 | 0.94% | 1,555,452 | -390,324 | -20.1% | -$906.33万 | 减仓 |
| FLOT | ISHARES TR | $3,454.61万 | 0.90% | 678,038 | 32,181 | 5.0% | $163.96万 | 加仓 |
| MINT | PIMCO ETF TR | $3,345.72万 | 0.87% | 332,676 | 15,071 | 4.7% | $151.57万 | 加仓 |
| PAVE | GLOBAL X FDS | $3,204.35万 | 0.83% | 630,654 | -6,027 | -0.9% | -$30.62万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,186.27万 | 0.83% | 105,338 | 1,061 | 1.0% | $32.09万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3,121.97万 | 0.81% | 135,862 | 1,391 | 1.0% | $31.96万 | 加仓 |
| ISTB | ISHARES TR | $3,065.94万 | 0.80% | 632,675 | 19,892 | 3.2% | $96.40万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,940.97万 | 0.76% | 391,607 | 391,607 | — | $2,940.97万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,772.88万 | 0.72% | 552,366 | 14,135 | 2.6% | $70.96万 | 加仓 |
| ECL | ECOLAB INC | $2,714.54万 | 0.70% | 102,043 | 635 | 0.6% | $16.89万 | 加仓 |
| DIS | DISNEY WALT CO | $2,689.66万 | 0.70% | 279,068 | -2,788 | -1.0% | -$26.87万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,676.61万 | 0.70% | 1,043,918 | -372,712 | -26.3% | -$955.63万 | 减仓 |
| MCD | MCDONALDS CORP | $2,666.07万 | 0.69% | 85,784 | 2,806 | 3.4% | $87.21万 | 加仓 |
| PFE | PFIZER INC | $2,648.65万 | 0.69% | 943,250 | 125,344 | 15.3% | $351.97万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2,639.99万 | 0.69% | 167,853 | 2,360 | 1.4% | $37.12万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,639.58万 | 0.69% | 257,094 | 11,877 | 4.8% | $121.94万 | 加仓 |
| AFL | AFLAC INC | $2,596.66万 | 0.67% | 236,684 | 1,983 | 0.8% | $21.76万 | 加仓 |
| ROST | ROSS STORES INC | $2,509.68万 | 0.65% | 115,851 | -1,640 | -1.4% | -$35.53万 | 减仓 |
| QCOM | QUALCOMM INC | $2,452.60万 | 0.64% | 190,449 | 7,191 | 3.9% | $92.61万 | 加仓 |
| SYK | STRYKER CORPORATION | $2,332.20万 | 0.61% | 70,976 | 1,387 | 2.0% | $45.58万 | 加仓 |
| HACK | AMPLIFY ETF TR | $2,325.75万 | 0.60% | 309,728 | 4,518 | 1.5% | $33.93万 | 加仓 |
| BX | BLACKSTONE INC | $2,295.86万 | 0.60% | 199,657 | 12,406 | 6.6% | $142.66万 | 加仓 |
| IMTB | ISHARES TR | $2,262.29万 | 0.59% | 516,269 | 16,291 | 3.3% | $71.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,218.89万 | 0.58% | 127,230 | 17,640 | 16.1% | $307.64万 | 加仓 |
| — | ISHARES TR | $2,183.55万 | 0.57% | 209,614 | 8,230 | 4.1% | $85.73万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,165.44万 | 0.56% | 118,700 | -2,661 | -2.2% | -$48.54万 | 减仓 |
| EAGG | ISHARES TR | $2,163.59万 | 0.56% | 455,014 | 20,339 | 4.7% | $96.71万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,125.08万 | 0.55% | 230,211 | 2,900 | 1.3% | $26.77万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,083.57万 | 0.54% | 42,389 | 2,067 | 5.1% | $101.60万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,061.64万 | 0.54% | 44,722 | 2,890 | 6.9% | $133.23万 | 加仓 |
| GOOG | ALPHABET INC | $2,007.27万 | 0.52% | 69,974 | 13,863 | 24.7% | $397.67万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,954.71万 | 0.51% | 113,264 | 15,199 | 15.5% | $262.30万 | 加仓 |
| IDV | ISHARES TR | $1,591.95万 | 0.41% | 374,049 | -12,741 | -3.3% | -$54.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,547.09万 | 0.40% | 23,789 | 41 | 0.2% | $2.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,533.19万 | 0.40% | 26,563 | 5,539 | 26.3% | $319.70万 | 加仓 |
| USIG | ISHARES TR | $1,417.15万 | 0.37% | 276,626 | 11,004 | 4.1% | $56.37万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,320.27万 | 0.34% | 44,178 | -368 | -0.8% | -$11.00万 | 减仓 |
| DON | WISDOMTREE TR | $1,242.12万 | 0.32% | 236,414 | -657 | -0.3% | -$3.45万 | 减仓 |
| ZTS | ZOETIS INC | $1,185.56万 | 0.31% | 100,293 | -3,581 | -3.4% | -$42.33万 | 减仓 |
| DES | WISDOMTREE TR | $1,183.31万 | 0.31% | 329,246 | -2,566 | -0.8% | -$9.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,041.57万 | 0.27% | 17,233 | 23 | 0.1% | $1.39万 | 加仓 |
| AVGO | BROADCOM INC | $1,040.85万 | 0.27% | 33,629 | -1,397 | -4.0% | -$43.24万 | 减仓 |
| TSLA | TESLA INC | $914.54万 | 0.24% | 24,601 | 1,409 | 6.1% | $52.38万 | 加仓 |
| MGC | VANGUARD WORLD FD | $911.46万 | 0.24% | 38,564 | -144 | -0.4% | -$3.40万 | 减仓 |
| BOND | PIMCO ETF TR | $908.62万 | 0.24% | 98,463 | -5,560 | -5.3% | -$51.31万 | 减仓 |
| SUSB | ISHARES TR | $904.84万 | 0.23% | 360,999 | 5,690 | 1.6% | $14.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $887.27万 | 0.23% | 14,848 | 2,582 | 21.1% | $154.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $838.65万 | 0.22% | 58,062 | 2,155 | 3.9% | $31.13万 | 加仓 |
| IXP | ISHARES TR | $836.72万 | 0.22% | 72,847 | -111 | -0.2% | -$1.27万 | 减仓 |
| META | META PLATFORMS INC | $834.22万 | 0.22% | 14,581 | 1,635 | 12.6% | $93.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $820.68万 | 0.21% | 326,964 | -75,288 | -18.7% | -$188.97万 | 减仓 |
| KO | COCA COLA CO | $777.93万 | 0.20% | 102,292 | 1,665 | 1.7% | $12.66万 | 加仓 |
| IGIB | ISHARES TR | $763.40万 | 0.20% | 143,443 | 7,557 | 5.6% | $40.22万 | 加仓 |
| CVX | CHEVRON CORPORATION | $740.20万 | 0.19% | 35,776 | 1,015 | 2.9% | $21.00万 | 加仓 |
| SNPS | SYNOPSYS INC | $715.25万 | 0.19% | 18,040 | -511 | -2.8% | -$20.26万 | 减仓 |
| UL | UNILEVER PLC | $714.76万 | 0.19% | 125,462 | 3,090 | 2.5% | $17.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $653.02万 | 0.17% | 44,642 | 15,203 | 51.6% | $222.39万 | 加仓 |
| PEP | PEPSICO INC | $623.44万 | 0.16% | 40,147 | 947 | 2.4% | $14.71万 | 加仓 |
| — | EXXON MOBIL CORP | $608.38万 | 0.16% | 35,859 | 2,151 | 6.4% | $36.49万 | 加仓 |
| SUSA | ISHARES TR | $594.53万 | 0.15% | 45,006 | 656 | 1.5% | $8.67万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $592.48万 | 0.15% | 239,385 | -9,380 | -3.8% | -$23.22万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $589.99万 | 0.15% | 130,356 | -3,479 | -2.6% | -$15.75万 | 减仓 |
| IWB | ISHARES TR | $569.46万 | 0.15% | 15,971 | -411 | -2.5% | -$14.65万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $560.27万 | 0.15% | 28,556 | 835 | 3.0% | $16.38万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $560.12万 | 0.15% | 180,916 | -23,756 | -11.6% | -$73.55万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $545.58万 | 0.14% | 56,555 | 11,332 | 25.1% | $109.32万 | 加仓 |