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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $52.52万 | 0.01% | 1,493 | 100 | 7.2% | $3.52万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $52.22万 | 0.01% | 1,127 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $51.04万 | 0.01% | 10,337 | 506 | 5.1% | $2.50万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $50.81万 | 0.01% | 6,345 | 128 | 2.1% | $1.02万 | 加仓 |
| ESGU | ISHARES TR | $49.86万 | 0.01% | 3,526 | -263 | -6.9% | -$3.72万 | 减仓 |
| DXJ | WISDOMTREE TR | $49.32万 | 0.01% | 3,110 | 3,110 | — | $49.32万 | 新建仓 |
| GEV | GE VERNOVA INC | $49.18万 | 0.01% | 563 | 563 | — | $49.18万 | 新建仓 |
| PLD | PROLOGIS INC. | $48.82万 | 0.01% | 3,694 | 93 | 2.6% | $1.23万 | 加仓 |
| IJK | ISHARES TR | $48.49万 | 0.01% | 4,819 | 4,819 | — | $48.49万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $48.28万 | 0.01% | 10,291 | -292 | -2.8% | -$1.37万 | 减仓 |
| MKL | MARKEL GROUP INC | $47.85万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $47.76万 | 0.01% | 2,113 | 174 | 9.0% | $3.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.24万 | 0.01% | 1,398 | 652 | 87.4% | $22.03万 | 加仓 |
| KLAC | KLA CORP | $46.68万 | 0.01% | 317 | 99 | 45.4% | $14.58万 | 加仓 |
| VGT | VANGUARD WORLD FD | $45.93万 | 0.01% | 658 | -293 | -30.8% | -$20.45万 | 减仓 |
| DGRO | ISHARES TR | $45.62万 | 0.01% | 6,501 | 526 | 8.8% | $3.69万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $45.59万 | 0.01% | 5,956 | 4,454 | 296.5% | $34.10万 | 加仓 |
| IDXX | IDEXX LABS INC | $44.78万 | 0.01% | 797 | 23 | 3.0% | $1.29万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $44.62万 | 0.01% | 18,742 | -158 | -0.8% | -$3,762 | 减仓 |
| SPMD | SPDR SERIES TRUST | $43.19万 | 0.01% | 7,293 | -158 | -2.1% | -$9,357 | 减仓 |
| USMV | ISHARES TR | $42.67万 | 0.01% | 4,601 | 827 | 21.9% | $7.67万 | 加仓 |
| MTUM | ISHARES TR | $42.09万 | 0.01% | 1,754 | 1,754 | — | $42.09万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.08万 | 0.01% | 7,600 | 7,600 | — | $41.08万 | 新建仓 |
| XT | ISHARES TR | $40.88万 | 0.01% | 5,998 | -1,767 | -22.8% | -$12.04万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $40.72万 | 0.01% | 4,078 | 677 | 19.9% | $6.76万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $40.65万 | 0.01% | 1,456 | 256 | 21.3% | $7.15万 | 加仓 |
| GLD | SPDR GOLD TR | $40.15万 | 0.01% | 933 | -9 | -1.0% | -$3,873 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $40.09万 | 0.01% | 26,819 | -316 | -1.2% | -$4,724 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.46万 | 0.01% | 1,942 | 44 | 2.3% | $8,940 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $39.31万 | 0.01% | 9,706 | -79 | -0.8% | -$3,200 | 减仓 |
| ES | EVERSOURCE ENERGY | $39.03万 | 0.01% | 5,634 | 103 | 1.9% | $7,136 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $38.93万 | 0.01% | 7,366 | 150 | 2.1% | $7,927 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $38.58万 | 0.01% | 2,224 | -231 | -9.4% | -$4.01万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $38.26万 | 0.01% | 1,355 | 83 | 6.5% | $2.34万 | 加仓 |
| INFL | LISTED FDS TR | $37.69万 | 0.01% | 7,240 | 7,240 | — | $37.69万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $37.50万 | 0.01% | 5,092 | -4,391 | -46.3% | -$32.34万 | 减仓 |
| SGOV | ISHARES TR | $36.81万 | 0.01% | 3,657 | -436 | -10.7% | -$4.39万 | 减仓 |
| RBLX | ROBLOX CORP | $36.55万 | 0.01% | 6,463 | -183 | -2.8% | -$1.04万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $36.21万 | 0.01% | 3,951 | 137 | 3.6% | $1.26万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $35.68万 | 0.01% | 1,337 | -31 | -2.3% | -$8,272 | 减仓 |
| ADBE | ADOBE INC | $34.59万 | 0.01% | 1,423 | -342 | -19.4% | -$8.31万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.55万 | 0.01% | 1,763 | -35 | -1.9% | -$6,859 | 减仓 |
| RPM | RPM INTL INC | $33.92万 | 0.01% | 3,412 | -49 | -1.4% | -$4,871 | 减仓 |
| TXN | TEXAS INSTRS INC | $33.66万 | 0.01% | 1,734 | 121 | 7.5% | $2.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.55万 | 0.01% | 1,281 | 87 | 7.3% | $2.28万 | 加仓 |
| HPQ | HP INC | $33.43万 | 0.01% | 17,403 | 89 | 0.5% | $1,710 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.28万 | 0.01% | 10,849 | -6,822 | -38.6% | -$20.93万 | 减仓 |
| SPGI | S&P GLOBAL INC | $33.01万 | 0.01% | 776 | -21 | -2.6% | -$8,932 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $32.26万 | 0.01% | 774 | -495 | -39.0% | -$20.63万 | 减仓 |
| IPGP | IPG PHOTONICS CORP | $32.17万 | 0.01% | 2,808 | 8 | 0.3% | $917 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $32.00万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $31.61万 | 0.01% | 5,718 | -4,376 | -43.4% | -$24.19万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $31.46万 | 0.01% | 2,760 | 196 | 7.6% | $2.23万 | 加仓 |
| IWN | ISHARES TR | $30.87万 | 0.01% | 1,628 | 3 | 0.2% | $569 | 加仓 |
| IBND | SPDR SERIES TRUST | $30.83万 | 0.01% | 9,919 | 1,388 | 16.3% | $4.31万 | 加仓 |
| — | HERITAGE COMM CORP | $30.83万 | 0.01% | 24,700 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $30.54万 | 0.01% | 890 | 260 | 41.3% | $8.92万 | 重新持有 |
| PLUS | EPLUS INC | $30.10万 | 0.01% | 4,000 | -29 | -0.7% | -$2,182 | 减仓 |
| QUAL | ISHARES TR | $29.75万 | 0.01% | 1,551 | 1,551 | — | $29.75万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $29.73万 | 0.01% | 4,772 | -853 | -15.2% | -$5.31万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $28.92万 | 0.01% | 3,068 | 239 | 8.4% | $2.25万 | 重新持有 |
| VBIL | VANGUARD INSTL INDEX FD | $28.59万 | 0.01% | 3,779 | 3,779 | — | $28.59万 | 新建仓 |
| CRM | SALESFORCE INC | $27.86万 | 0.01% | 1,493 | -883 | -37.2% | -$16.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.65万 | 0.01% | 4,428 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $27.35万 | 0.01% | 1,302 | 314 | 31.8% | $6.59万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $27.22万 | 0.01% | 8,400 | -439 | -5.0% | -$1.42万 | 减仓 |
| IWR | ISHARES TR | $26.88万 | 0.01% | 2,764 | 2,764 | — | $26.88万 | 新建仓 |
| ORI | OLD REP INTL CORP | $26.78万 | 0.01% | 6,712 | 370 | 5.8% | $1.48万 | 加仓 |
| IAU | ISHARES GOLD TR | $26.77万 | 0.01% | 3,036 | 519 | 20.6% | $4.58万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $26.72万 | 0.01% | 884 | -471 | -34.8% | -$14.24万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.69万 | 0.01% | 5,456 | 691 | 14.5% | $3.38万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $26.64万 | 0.01% | 2,246 | 117 | 5.5% | $1.39万 | 加仓 |
| ALL | ALLSTATE CORP | $26.31万 | 0.01% | 1,269 | 55 | 4.5% | $1.14万 | 加仓 |
| TIP | ISHARES TR | $25.96万 | 0.01% | 2,352 | -508 | -17.8% | -$5.61万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $25.59万 | 0.01% | 1,211 | 11 | 0.9% | $2,324 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.20万 | 0.01% | 3,503 | 3,503 | — | $25.20万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $25.18万 | 0.01% | 11,472 | 901 | 8.5% | $1.98万 | 加仓 |
| IGE | ISHARES TR | $25.15万 | 0.01% | 3,995 | 3,995 | — | $25.15万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $24.84万 | 0.01% | 3,979 | 155 | 4.1% | $9,675 | 加仓 |
| IWM | ISHARES TR | $24.63万 | 0.01% | 993 | 20 | 2.1% | $4,961 | 加仓 |
| EEMV | ISHARES INC | $24.45万 | 0.01% | 3,777 | 3,777 | — | $24.45万 | 新建仓 |
| EBAY | EBAY INC. | $24.40万 | 0.01% | 2,681 | 215 | 8.7% | $1.96万 | 加仓 |
| ILCV | ISHARES TR | $24.29万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $23.86万 | 0.01% | 1,252 | 1,252 | — | $23.86万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $23.80万 | 0.01% | 4,494 | 4,494 | — | $23.80万 | 新建仓 |
| MCK | MCKESSON CORP | $23.56万 | 0.01% | 272 | -623 | -69.6% | -$53.97万 | 减仓 |
| BILS | SPDR SERIES TRUST | $23.56万 | 0.01% | 2,369 | -178 | -7.0% | -$1.77万 | 减仓 |
| ITOT | ISHARES TR | $23.19万 | 0.01% | 1,628 | 77 | 5.0% | $1.10万 | 加仓 |
| ILCG | ISHARES TR | $22.98万 | 0.01% | 2,407 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.61万 | 0.01% | 835 | -99 | -10.6% | -$2.68万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $22.43万 | 0.01% | 1,131 | 122 | 12.1% | $2.42万 | 加仓 |
| IXJ | ISHARES TR | $22.08万 | 0.01% | 2,360 | 2,360 | — | $22.08万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $21.92万 | 0.01% | 9,030 | 9,030 | — | $21.92万 | 新建仓 |
| IYY | ISHARES TR | $21.87万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $21.67万 | 0.01% | 3,234 | 3,234 | — | $21.67万 | 新建仓 |
| COHR | COHERENT CORP | $21.44万 | 0.01% | 900 | 900 | — | $21.44万 | 新建仓 |
| SRE | SEMPRA | $20.65万 | 0.01% | 2,125 | -203 | -8.7% | -$1.97万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.55万 | 0.01% | 2,483 | 2,483 | — | $20.55万 | 新建仓 |
| EVR | EVERCORE INC | $20.33万 | 0.01% | 681 | 54 | 8.6% | $1.61万 | 加仓 |
| F | FORD MTR CO | $16.78万 | 0.00% | 14,537 | -290 | -2.0% | -$3,347 | 减仓 |