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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $593.29万 | 0.14% | 13,692 | 181 | 1.3% | $7.84万 | 加仓 |
| PEP | PEPSICO INC | $559.13万 | 0.13% | 41,294 | 1,147 | 2.9% | $15.53万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $554.53万 | 0.13% | 66,755 | 2,795 | 4.4% | $23.22万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $508.43万 | 0.12% | 140,723 | -3,289 | -2.3% | -$11.88万 | 减仓 |
| EMNT | PIMCO ETF TR | $499.64万 | 0.12% | 50,500 | 2,353 | 4.9% | $23.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $455.00万 | 0.11% | 6,625 | -8,223 | -55.4% | -$564.74万 | 减仓 |
| — | EXXON MOBIL CORP | $419.78万 | 0.10% | 30,704 | -5,155 | -14.4% | -$70.48万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $412.83万 | 0.10% | 137,563 | -9,783 | -6.6% | -$29.36万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $387.31万 | 0.09% | 41,976 | -2,839 | -6.3% | -$26.20万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $377.28万 | 0.09% | 104,050 | 480 | 0.5% | $1.74万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $326.96万 | 0.08% | 33,906 | -24 | -0.1% | -$2,314 | 减仓 |
| ANET | ARISTA NETWORKS INC | $317.22万 | 0.07% | 18,673 | 87 | 0.5% | $1.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $304.01万 | 0.07% | 8,216 | 1,013 | 14.1% | $37.48万 | 加仓 |
| IYZ | ISHARES TR | $295.03万 | 0.07% | 69,731 | 643 | 0.9% | $2.72万 | 加仓 |
| SHV | ISHARES TR | $290.66万 | 0.07% | 26,339 | 6,439 | 32.4% | $71.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $289.17万 | 0.07% | 24,785 | -19,857 | -44.5% | -$231.67万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $275.75万 | 0.06% | 25,651 | -2,685 | -9.5% | -$28.86万 | 减仓 |
| VCR | VANGUARD WORLD FD | $272.07万 | 0.06% | 6,860 | 332 | 5.1% | $13.17万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $272.03万 | 0.06% | 133,546 | 16,048 | 13.7% | $32.69万 | 加仓 |
| INTC | INTEL CORP | $271.17万 | 0.06% | 19,421 | -10,596 | -35.3% | -$147.95万 | 减仓 |
| ABBV | ABBVIE INC | $269.23万 | 0.06% | 10,699 | 5,221 | 95.3% | $131.38万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $268.07万 | 0.06% | 105,043 | -451 | -0.4% | -$1.15万 | 减仓 |
| PFF | ISHARES TR | $262.90万 | 0.06% | 86,225 | 6,869 | 8.7% | $20.94万 | 加仓 |
| CSCO | CISCO SYS INC | $262.45万 | 0.06% | 22,344 | 522 | 2.4% | $6.13万 | 加仓 |
| CTAS | CINTAS CORP | $241.07万 | 0.06% | 14,174 | 216 | 1.5% | $3.67万 | 加仓 |
| SUB | ISHARES TR | $240.92万 | 0.06% | 22,628 | -797 | -3.4% | -$8.49万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $240.23万 | 0.06% | 26,460 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $237.63万 | 0.06% | 24,400 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $229.89万 | 0.05% | 67,935 | -635 | -0.9% | -$2.15万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $226.27万 | 0.05% | 9,563 | -10 | -0.1% | -$2,366 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $221.29万 | 0.05% | 7,869 | -146 | -1.8% | -$4.11万 | 减仓 |
| GLW | CORNING INC | $217.69万 | 0.05% | 8,522 | 83 | 1.0% | $2.12万 | 加仓 |
| NFLX | NETFLIX INC. | $216.26万 | 0.05% | 30,289 | -129 | -0.4% | -$9,211 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $212.20万 | 0.05% | 36,168 | 36,168 | — | $212.20万 | 新建仓 |
| USSG | DBX ETF TR | $208.96万 | 0.05% | 30,083 | -616 | -2.0% | -$4.28万 | 减仓 |
| RBLX | ROBLOX CORP | $202.75万 | 0.05% | 37,283 | 30,820 | 476.9% | $167.60万 | 加仓 |
| IHI | ISHARES TR | $202.32万 | 0.05% | 40,948 | 5,701 | 16.2% | $28.17万 | 加仓 |
| STPZ | PIMCO ETF TR | $200.43万 | 0.05% | 37,575 | 16,027 | 74.4% | $85.49万 | 加仓 |
| ORCL | ORACLE CORP | $197.94万 | 0.05% | 13,507 | -1,042 | -7.2% | -$15.27万 | 减仓 |
| SNDK | SANDISK CORP | $195.54万 | 0.05% | 860 | 860 | — | $195.54万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $191.48万 | 0.04% | 39,942 | -1,126 | -2.7% | -$5.40万 | 减仓 |
| DHR | DANAHER CORP DEL | $190.13万 | 0.04% | 9,982 | -4,703 | -32.0% | -$89.58万 | 减仓 |
| TFLO | ISHARES TR | $184.30万 | 0.04% | 36,401 | 3,715 | 11.4% | $18.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.07万 | 0.04% | 25,554 | -3,556 | -12.2% | -$25.34万 | 减仓 |
| HD | HOME DEPOT INC | $173.06万 | 0.04% | 4,907 | 525 | 12.0% | $18.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $165.51万 | 0.04% | 1,637 | -376 | -18.7% | -$38.02万 | 减仓 |
| CAT | CATERPILLAR INC | $162.86万 | 0.04% | 1,529 | 203 | 15.3% | $21.62万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $161.32万 | 0.04% | 7,582 | -6,674 | -46.8% | -$142.00万 | 减仓 |
| CMF | ISHARES TR | $156.90万 | 0.04% | 27,221 | -18,262 | -40.2% | -$105.26万 | 减仓 |
| MS | MORGAN STANLEY | $152.40万 | 0.04% | 7,291 | 727 | 11.1% | $15.20万 | 加仓 |
| MELI | MERCADOLIBRE INC | $152.09万 | 0.04% | 896 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $150.59万 | 0.04% | 12,128 | 548 | 4.7% | $6.80万 | 加仓 |
| ZTS | ZOETIS INC | $150.34万 | 0.04% | 20,922 | -79,371 | -79.1% | -$570.35万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.03% | 2 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $130.10万 | 0.03% | 1,353 | 107 | 8.6% | $10.29万 | 加仓 |
| RTX | RTX CORPORATION | $117.35万 | 0.03% | 6,185 | 434 | 7.5% | $8.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $115.47万 | 0.03% | 13,156 | -553 | -4.0% | -$4.85万 | 减仓 |
| BAC | BANK AMERICA CORP | $115.41万 | 0.03% | 20,255 | -180 | -0.9% | -$1.03万 | 减仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $114.75万 | 0.03% | 42,723 | 42,723 | — | $114.75万 | 新建仓 |
| SBUX | STARBUCKS CORP | $102.15万 | 0.02% | 9,996 | 4 | 0.0% | $409 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $100.31万 | 0.02% | 5,265 | 172 | 3.4% | $3.28万 | 加仓 |
| KLAC | KLA CORP | $98.66万 | 0.02% | 3,270 | 100 | 3.2% | $3.02万 | 加仓 |
| GE | GE AEROSPACE | $93.76万 | 0.02% | 2,509 | 452 | 22.0% | $16.89万 | 加仓 |
| DSI | ISHARES TR | $92.40万 | 0.02% | 6,489 | 667 | 11.5% | $9.50万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $91.78万 | 0.02% | 1,437 | 1,437 | — | $91.78万 | 新建仓 |
| WFC | WELLS FARGO & CO | $91.76万 | 0.02% | 11,103 | 190 | 1.7% | $1.57万 | 加仓 |
| CMI | CUMMINS INC | $91.30万 | 0.02% | 1,280 | 174 | 15.7% | $12.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $90.59万 | 0.02% | 1,897 | 499 | 35.7% | $23.83万 | 加仓 |
| BA | BOEING CO | $88.47万 | 0.02% | 4,087 | 257 | 6.7% | $5.56万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $86.03万 | 0.02% | 10,448 | 28 | 0.3% | $2,306 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $85.64万 | 0.02% | 34,942 | 1,126 | 3.3% | $2.76万 | 加仓 |
| — | GLOBAL X FDS | $84.47万 | 0.02% | 21,899 | -513 | -2.3% | -$1.98万 | 减仓 |
| MPC | MARATHON PETE CORP | $84.12万 | 0.02% | 3,290 | 31 | 1.0% | $7,926 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $83.70万 | 0.02% | 3,095 | 351 | 12.8% | $9.49万 | 加仓 |
| CB | CHUBB LTD SWITZ | $83.38万 | 0.02% | 2,447 | 127 | 5.5% | $4.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $81.57万 | 0.02% | 9,542 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $81.23万 | 0.02% | 6,447 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $80.20万 | 0.02% | 17,780 | -962 | -5.1% | -$4.34万 | 减仓 |
| — | PUTNAM ETF TRUST | $80.14万 | 0.02% | 108,000 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $78.98万 | 0.02% | 1,590 | 38 | 2.4% | $1.89万 | 加仓 |
| MRK | MERCK & CO INC | $78.62万 | 0.02% | 6,119 | -68 | -1.1% | -$8,737 | 减仓 |
| — | ISHARES U S ETF TR | $76.65万 | 0.02% | 31,185 | 116 | 0.4% | $2,851 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $75.82万 | 0.02% | 4,798 | -595 | -11.0% | -$9.40万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $75.31万 | 0.02% | 5,408 | 8 | 0.1% | $1,114 | 加仓 |
| ESGV | VANGUARD WORLD FD | $72.77万 | 0.02% | 5,503 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $72.52万 | 0.02% | 7,914 | -520 | -6.2% | -$4.77万 | 减仓 |
| SHOP | SHOPIFY INC | $72.46万 | 0.02% | 6,346 | -51 | -0.8% | -$5,823 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $71.84万 | 0.02% | 16,194 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $69.91万 | 0.02% | 13,414 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $69.39万 | 0.02% | 591 | 28 | 5.0% | $3.29万 | 加仓 |
| IRM | IRON MTN INC DEL | $69.13万 | 0.02% | 5,473 | 287 | 5.5% | $3.63万 | 加仓 |
| SO | SOUTHERN CO | $67.96万 | 0.02% | 7,101 | 22 | 0.3% | $2,106 | 加仓 |
| CPRT | COPART INC | $66.18万 | 0.02% | 23,476 | 800 | 3.5% | $2.26万 | 加仓 |
| IEFA | ISHARES TR | $65.82万 | 0.02% | 6,815 | -365 | -5.1% | -$3.53万 | 减仓 |
| HDV | ISHARES TR | $65.66万 | 0.02% | 23,955 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $65.43万 | 0.02% | 5,169 | 381 | 8.0% | $4.82万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $64.80万 | 0.02% | 1,963 | -624 | -24.1% | -$20.60万 | 减仓 |
| IWO | ISHARES TR | $64.00万 | 0.01% | 1,624 | -227 | -12.3% | -$8.95万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $62.24万 | 0.01% | 6,881 | 536 | 8.4% | $4.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $61.96万 | 0.01% | 5,184 | -80 | -1.5% | -$9,562 | 减仓 |