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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $527.30万 | 0.14% | 19,363 | 5 | 0.0% | $1,362 | 加仓 |
| SMH | VANECK ETF TRUST | $525.18万 | 0.14% | 13,698 | 383 | 2.9% | $14.68万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $524.34万 | 0.14% | 63,960 | -436 | -0.7% | -$3.57万 | 减仓 |
| EMNT | PIMCO ETF TR | $476.29万 | 0.12% | 48,147 | 644 | 1.4% | $6.37万 | 加仓 |
| SOXX | ISHARES TR | $456.79万 | 0.12% | 13,899 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $443.07万 | 0.12% | 147,346 | -6,719 | -4.4% | -$20.20万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $421.17万 | 0.11% | 44,815 | 31,263 | 230.7% | $293.81万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $418.79万 | 0.11% | 144,012 | 20,412 | 16.5% | $59.36万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $341.26万 | 0.09% | 103,570 | -2,999 | -2.8% | -$9.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $300.95万 | 0.08% | 33,930 | 3,519 | 11.6% | $31.21万 | 加仓 |
| NFLX | NETFLIX INC. | $292.47万 | 0.08% | 30,418 | 28 | 0.1% | $2,692 | 加仓 |
| LRCX | LAM RESEARCH CORP | $288.67万 | 0.07% | 13,511 | 9,936 | 277.9% | $212.29万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $287.14万 | 0.07% | 14,115 | 636 | 4.7% | $12.94万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $278.77万 | 0.07% | 28,336 | 789 | 2.9% | $7.76万 | 加仓 |
| DHR | DANAHER CORP DEL | $278.42万 | 0.07% | 14,685 | -6,596 | -31.0% | -$125.06万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $273.60万 | 0.07% | 14,256 | 10,772 | 309.2% | $206.74万 | 加仓 |
| IYZ | ISHARES TR | $271.65万 | 0.07% | 69,088 | -2,210 | -3.1% | -$8.69万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $270.28万 | 0.07% | 105,494 | -15,902 | -13.1% | -$40.74万 | 减仓 |
| CMF | ISHARES TR | $258.62万 | 0.07% | 45,483 | 1,918 | 4.4% | $10.91万 | 加仓 |
| SUB | ISHARES TR | $249.48万 | 0.06% | 23,425 | 512 | 2.2% | $5.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $241.90万 | 0.06% | 7,078 | -87 | -1.2% | -$2.97万 | 减仓 |
| PFF | ISHARES TR | $240.61万 | 0.06% | 79,356 | 5,364 | 7.2% | $16.26万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $239.81万 | 0.06% | 117,498 | -3,985 | -3.3% | -$8.13万 | 减仓 |
| CTAS | CINTAS CORP | $236.08万 | 0.06% | 13,958 | 69 | 0.5% | $1.17万 | 加仓 |
| VCR | VANGUARD WORLD FD | $234.37万 | 0.06% | 6,528 | 190 | 3.0% | $6.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $231.09万 | 0.06% | 7,203 | -1 | -0.0% | -$321 | 减仓 |
| ANET | ARISTA NETWORKS INC | $228.20万 | 0.06% | 18,586 | -69 | -0.4% | -$8,472 | 减仓 |
| SHV | ISHARES TR | $219.68万 | 0.06% | 19,900 | 3,322 | 20.0% | $36.67万 | 加仓 |
| ORCL | ORACLE CORP | $214.03万 | 0.06% | 14,549 | 834 | 6.1% | $12.27万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $209.19万 | 0.05% | 26,460 | -370 | -1.4% | -$2.93万 | 减仓 |
| AX | AXOS FINANCIAL INC | $207.62万 | 0.05% | 24,400 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $205.87万 | 0.05% | 9,573 | 2,930 | 44.1% | $63.01万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $199.74万 | 0.05% | 68,570 | 7,087 | 11.5% | $20.64万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $194.28万 | 0.05% | 8,015 | 1,285 | 19.1% | $31.15万 | 加仓 |
| IHI | ISHARES TR | $188.04万 | 0.05% | 35,247 | 1,446 | 4.3% | $7.71万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $186.53万 | 0.05% | 29,110 | 595 | 2.1% | $3.81万 | 加仓 |
| USSG | DBX ETF TR | $183.21万 | 0.05% | 30,699 | -757 | -2.4% | -$4.52万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $170.30万 | 0.04% | 2,013 | 280 | 16.2% | $23.69万 | 加仓 |
| CSCO | CISCO SYS INC | $169.32万 | 0.04% | 21,822 | -5,524 | -20.2% | -$42.86万 | 减仓 |
| TFLO | ISHARES TR | $165.49万 | 0.04% | 32,686 | 1,736 | 5.6% | $8.79万 | 加仓 |
| MELI | MERCADOLIBRE INC | $154.92万 | 0.04% | 896 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $150.93万 | 0.04% | 41,068 | 885 | 2.2% | $3.25万 | 加仓 |
| HD | HOME DEPOT INC | $144.13万 | 0.04% | 4,382 | 110 | 2.6% | $3.62万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.04% | 2 | -1 | -33.3% | -$71.81万 | 减仓 |
| INTC | INTEL CORP | $132.46万 | 0.03% | 30,017 | 565 | 1.9% | $2.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $127.33万 | 0.03% | 13,709 | 248 | 1.8% | $2.30万 | 加仓 |
| IWF | ISHARES TR | $123.44万 | 0.03% | 2,895 | 6 | 0.2% | $2,558 | 加仓 |
| BLK | BLACKROCK INC | $119.83万 | 0.03% | 1,246 | -7 | -0.6% | -$6,732 | 减仓 |
| ABBV | ABBVIE INC | $119.15万 | 0.03% | 5,478 | 3,146 | 134.9% | $68.43万 | 加仓 |
| STPZ | PIMCO ETF TR | $116.59万 | 0.03% | 21,548 | 1,723 | 8.7% | $9.32万 | 加仓 |
| GLW | CORNING INC | $114.74万 | 0.03% | 8,439 | 396 | 4.9% | $5.38万 | 加仓 |
| RTX | RTX CORPORATION | $110.94万 | 0.03% | 5,751 | 257 | 4.7% | $4.96万 | 加仓 |
| MS | MORGAN STANLEY | $108.03万 | 0.03% | 6,564 | -196 | -2.9% | -$3.23万 | 减仓 |
| BAC | BANK AMERICA CORP | $99.62万 | 0.03% | 20,435 | 7,919 | 63.3% | $38.61万 | 加仓 |
| — | UNITED SEC BANCSHARES CALIF | $99.33万 | 0.03% | 94,506 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $93.92万 | 0.02% | 1,326 | 149 | 12.7% | $10.55万 | 加仓 |
| SBUX | STARBUCKS CORP | $89.52万 | 0.02% | 9,992 | 728 | 7.9% | $6.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $86.88万 | 0.02% | 10,913 | 6,202 | 131.6% | $49.37万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $82.05万 | 0.02% | 6,447 | 4,355 | 208.2% | $55.43万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $80.72万 | 0.02% | 33,816 | 3,700 | 12.3% | $8.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $79.87万 | 0.02% | 5,393 | 288 | 5.6% | $4.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $79.58万 | 0.02% | 3,259 | 14 | 0.4% | $3,419 | 加仓 |
| — | PUTNAM ETF TRUST | $78.62万 | 0.02% | 108,000 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $77.29万 | 0.02% | 8,434 | 4,724 | 127.3% | $43.29万 | 加仓 |
| BA | BOEING CO | $76.22万 | 0.02% | 3,830 | 368 | 10.6% | $7.32万 | 加仓 |
| SHOP | SHOPIFY INC | $75.88万 | 0.02% | 6,397 | 1,065 | 20.0% | $12.63万 | 加仓 |
| CB | CHUBB LTD SWITZ | $75.62万 | 0.02% | 2,320 | 1,607 | 225.4% | $52.38万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $75.45万 | 0.02% | 2,587 | 864 | 50.1% | $25.20万 | 加仓 |
| CPRT | COPART INC | $75.28万 | 0.02% | 22,676 | 22,676 | — | $75.28万 | 新建仓 |
| — | ISHARES U S ETF TR | $75.13万 | 0.02% | 31,069 | 75 | 0.2% | $1,814 | 加仓 |
| INTU | INTUIT | $74.77万 | 0.02% | 1,729 | 30 | 1.8% | $1.30万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $74.74万 | 0.02% | 10,420 | 31 | 0.3% | $2,224 | 加仓 |
| MRK | MERCK & CO INC | $74.42万 | 0.02% | 6,187 | 1,853 | 42.8% | $22.29万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $73.58万 | 0.02% | 9,542 | -428 | -4.3% | -$3.30万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $71.88万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $71.42万 | 0.02% | 2,744 | 2,744 | — | $71.42万 | 新建仓 |
| DSI | ISHARES TR | $70.56万 | 0.02% | 5,822 | -43 | -0.7% | -$5,211 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $69.30万 | 0.02% | 1,552 | 14 | 0.9% | $6,252 | 加仓 |
| — | GLOBAL X FDS | $68.40万 | 0.02% | 22,412 | -763 | -3.3% | -$2.33万 | 减仓 |
| SO | SOUTHERN CO | $68.33万 | 0.02% | 7,079 | -24 | -0.3% | -$2,316 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $67.69万 | 0.02% | 5,093 | 2,337 | 84.8% | $31.06万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $65.46万 | 0.02% | 4,697 | 1,601 | 51.7% | $22.31万 | 加仓 |
| HDV | ISHARES TR | $65.03万 | 0.02% | 4,791 | -87 | -1.8% | -$1.18万 | 减仓 |
| IEFA | ISHARES TR | $65.00万 | 0.02% | 7,180 | -967 | -11.9% | -$8.75万 | 减仓 |
| T | AT&T INC | $64.15万 | 0.02% | 22,129 | 4,827 | 27.9% | $13.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.93万 | 0.02% | 16,194 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $62.70万 | 0.02% | 4,788 | 344 | 7.7% | $4.50万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $61.78万 | 0.02% | 5,503 | -175 | -3.1% | -$1.96万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $60.91万 | 0.02% | 21,872 | 2,480 | 12.8% | $6.91万 | 加仓 |
| CME | CME GROUP INC | $60.49万 | 0.02% | 2,048 | 16 | 0.8% | $4,726 | 加仓 |
| NUSC | NUSHARES ETF TR | $60.44万 | 0.02% | 13,414 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $59.51万 | 0.02% | 1,106 | 364 | 49.1% | $19.59万 | 加仓 |
| MDT | MEDTRONIC PLC | $58.73万 | 0.02% | 6,778 | 407 | 6.4% | $3.53万 | 加仓 |
| GE | GE AEROSPACE | $58.38万 | 0.02% | 2,057 | 417 | 25.4% | $11.84万 | 加仓 |
| IWO | ISHARES TR | $58.09万 | 0.02% | 1,851 | 400 | 27.6% | $12.55万 | 加仓 |
| COP | CONOCOPHILLIPS | $57.75万 | 0.01% | 4,375 | 227 | 5.5% | $3.00万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $55.60万 | 0.01% | 53,465 | 8,600 | 19.2% | $8.94万 | 加仓 |
| LIT | GLOBAL X FDS | $54.15万 | 0.01% | 7,283 | -72 | -1.0% | -$5,353 | 减仓 |
| MO | ALTRIA GROUP INC | $53.58万 | 0.01% | 8,119 | 1,666 | 25.8% | $10.99万 | 加仓 |
| IRM | IRON MTN INC DEL | $52.97万 | 0.01% | 5,186 | 1,904 | 58.0% | $19.45万 | 加仓 |