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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $61.74万 | 0.01% | 2,071 | 337 | 19.4% | $10.05万 | 加仓 |
| IBND | SPDR SERIES TRUST | $61.33万 | 0.01% | 19,670 | 9,751 | 98.3% | $30.40万 | 加仓 |
| ESGU | ISHARES TR | $61.29万 | 0.01% | 3,745 | 219 | 6.2% | $3.58万 | 加仓 |
| DGRO | ISHARES TR | $59.24万 | 0.01% | 7,817 | 1,316 | 20.2% | $9.97万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $59.09万 | 0.01% | 53,765 | 300 | 0.6% | $3,297 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $58.93万 | 0.01% | 1,128 | 1 | 0.1% | $522 | 加仓 |
| MDT | MEDTRONIC PLC | $58.29万 | 0.01% | 7,451 | 673 | 9.9% | $5.26万 | 加仓 |
| LIT | GLOBAL X FDS | $57.46万 | 0.01% | 7,341 | 58 | 0.8% | $4,540 | 加仓 |
| MTUM | ISHARES TR | $56.70万 | 0.01% | 1,654 | -100 | -5.7% | -$3.43万 | 减仓 |
| IJK | ISHARES TR | $56.62万 | 0.01% | 4,819 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $54.73万 | 0.01% | 7,607 | -512 | -6.3% | -$3.68万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $52.73万 | 0.01% | 10,183 | -108 | -1.0% | -$5,593 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $52.51万 | 0.01% | 9,795 | -542 | -5.2% | -$2.91万 | 减仓 |
| DXJ | WISDOMTREE TR | $50.72万 | 0.01% | 2,923 | -187 | -6.0% | -$3.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $50.50万 | 0.01% | 3,997 | -700 | -14.9% | -$8.84万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $50.42万 | 0.01% | 16,212 | -5,660 | -25.9% | -$17.60万 | 减仓 |
| INTU | INTUIT | $49.99万 | 0.01% | 1,915 | 186 | 10.8% | $4.86万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $49.85万 | 0.01% | 1,424 | 69 | 5.1% | $2.42万 | 加仓 |
| PLD | PROLOGIS INC. | $49.83万 | 0.01% | 3,679 | -15 | -0.4% | -$2,032 | 减仓 |
| SPMD | SPDR SERIES TRUST | $49.27万 | 0.01% | 7,293 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $49.22万 | 0.01% | 252 | 2 | 0.8% | $3,906 | 加仓 |
| IDXX | IDEXX LABS INC | $48.27万 | 0.01% | 917 | 120 | 15.1% | $6.32万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $48.01万 | 0.01% | 1,800 | 1,800 | — | $48.01万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $47.94万 | 0.01% | 22,112 | 10,640 | 92.7% | $23.07万 | 加仓 |
| XT | ISHARES TR | $47.93万 | 0.01% | 5,801 | -197 | -3.3% | -$1.63万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $46.67万 | 0.01% | 2,084 | 142 | 7.3% | $3.18万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $46.60万 | 0.01% | 26,764 | -55 | -0.2% | -$958 | 减仓 |
| QUAL | ISHARES TR | $45.22万 | 0.01% | 2,061 | 510 | 32.9% | $11.19万 | 加仓 |
| AMGN | AMGEN INC | $45.17万 | 0.01% | 1,247 | -246 | -16.5% | -$8.91万 | 减仓 |
| CME | CME GROUP INC | $44.96万 | 0.01% | 2,036 | -12 | -0.6% | -$2,650 | 减仓 |
| ES | EVERSOURCE ENERGY | $44.62万 | 0.01% | 6,174 | 540 | 9.6% | $3.90万 | 加仓 |
| IGOV | ISHARES TR | $44.51万 | 0.01% | 10,849 | 10,849 | — | $44.51万 | 新建仓 |
| USMV | ISHARES TR | $43.56万 | 0.01% | 4,516 | -85 | -1.8% | -$8,199 | 减仓 |
| RPM | RPM INTL INC | $43.44万 | 0.01% | 3,909 | 497 | 14.6% | $5.52万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $43.11万 | 0.01% | 5,960 | 4 | 0.1% | $289 | 加仓 |
| COP | CONOCOPHILLIPS | $43.01万 | 0.01% | 4,137 | -238 | -5.4% | -$2.47万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $42.02万 | 0.01% | 4,078 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $40.54万 | 0.01% | 3,052 | 292 | 10.6% | $3.88万 | 加仓 |
| SMH | VANECK ETF TRUST | $40.40万 | 0.01% | 616 | -13,082 | -95.5% | -$857.91万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $39.62万 | 0.01% | 2,739 | 493 | 22.0% | $7.13万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $39.24万 | 0.01% | 9,706 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $39.18万 | 0.01% | 7,366 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $38.12万 | 0.01% | 1,118 | 1,118 | — | $38.12万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $37.58万 | 0.01% | 1,773 | 10 | 0.6% | $2,119 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $37.55万 | 0.01% | 2,253 | 29 | 1.3% | $4,833 | 加仓 |
| IWN | ISHARES TR | $37.40万 | 0.01% | 1,691 | 63 | 3.9% | $1.39万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.40万 | 0.01% | 324 | 324 | — | $37.40万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $37.06万 | 0.01% | 1,323 | -14 | -1.0% | -$3,921 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $37.06万 | 0.01% | 1,046 | 156 | 17.5% | $5.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.04万 | 0.01% | 891 | 56 | 6.7% | $2.33万 | 加仓 |
| HPQ | HP INC | $36.66万 | 0.01% | 16,711 | -692 | -4.0% | -$1.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $36.50万 | 0.01% | 11,511 | 662 | 6.1% | $2.10万 | 加仓 |
| EBAY | EBAY INC. | $36.24万 | 0.01% | 3,243 | 562 | 21.0% | $6.28万 | 加仓 |
| CVBF | CVB FINL CORP | $36.20万 | 0.01% | 16,055 | 16,055 | — | $36.20万 | 新建仓 |
| INFL | LISTED FDS TR | $36.11万 | 0.01% | 7,240 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $35.76万 | 0.01% | 1,440 | -16 | -1.1% | -$3,974 | 减仓 |
| COHR | COHERENT CORP | $35.66万 | 0.01% | 904 | 4 | 0.4% | $1,578 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.63万 | 0.01% | 5,970 | -1,630 | -21.4% | -$9.73万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $35.00万 | 0.01% | 4,772 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $34.37万 | 0.01% | 933 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $34.18万 | 0.01% | 1,228 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.17万 | 0.01% | 16,506 | -5,623 | -25.4% | -$11.64万 | 减仓 |
| SPGI | S&P GLOBAL INC | $34.01万 | 0.01% | 835 | 59 | 7.6% | $2.40万 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.98万 | 0.01% | 1,121 | -160 | -12.5% | -$4.85万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $33.91万 | 0.01% | 1,138 | 1,138 | — | $33.91万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $33.87万 | 0.01% | 3,911 | -40 | -1.0% | -$3,464 | 减仓 |
| PLUS | EPLUS INC | $33.29万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $32.85万 | 0.01% | 2,800 | -8 | -0.3% | -$939 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.78万 | 0.01% | 647 | -127 | -16.4% | -$6.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $30.95万 | 0.01% | 4,428 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $30.89万 | 0.01% | 8,400 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $30.76万 | 0.01% | 841 | -43 | -4.9% | -$1.57万 | 减仓 |
| ALL | ALLSTATE CORP | $30.36万 | 0.01% | 1,276 | 7 | 0.6% | $1,666 | 加仓 |
| ORI | OLD REP INTL CORP | $30.07万 | 0.01% | 7,350 | 638 | 9.5% | $2.61万 | 加仓 |
| IWM | ISHARES TR | $29.84万 | 0.01% | 993 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $29.82万 | 0.01% | 2,703 | -61 | -2.2% | -$6,730 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $28.60万 | 0.01% | 3,779 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $28.58万 | 0.01% | 3,083 | 958 | 45.1% | $8.88万 | 加仓 |
| ISHG | ISHARES TR | $28.54万 | 0.01% | 3,844 | 3,844 | — | $28.54万 | 新建仓 |
| EEMV | ISHARES INC | $28.43万 | 0.01% | 3,777 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $28.18万 | 0.01% | 1,638 | 1,638 | — | $28.18万 | 新建仓 |
| ILCG | ISHARES TR | $28.17万 | 0.01% | 2,407 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $27.67万 | 0.01% | 8,317 | 8,317 | — | $27.67万 | 新建仓 |
| BWZ | SPDR SERIES TRUST | $27.52万 | 0.01% | 10,287 | 10,287 | — | $27.52万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $27.39万 | 0.01% | 1,153 | -58 | -4.8% | -$1.38万 | 减仓 |
| CVS | CVS HEALTH CORP | $27.00万 | 0.01% | 2,610 | 2,610 | — | $27.00万 | 新建仓 |
| SGOV | ISHARES TR | $26.85万 | 0.01% | 2,667 | -990 | -27.1% | -$9.97万 | 减仓 |
| WIP | SPDR SERIES TRUST | $26.53万 | 0.01% | 6,734 | 6,734 | — | $26.53万 | 新建仓 |
| ILCV | ISHARES TR | $26.40万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $26.12万 | 0.01% | 4,052 | 73 | 1.8% | $4,705 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $25.82万 | 0.01% | 264 | 264 | — | $25.82万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $25.35万 | 0.01% | 5,316 | 5,316 | — | $25.35万 | 新建仓 |
| — | TIDAL TRUST II | $25.17万 | 0.01% | 23,923 | 23,923 | — | $25.17万 | 新建仓 |
| IYY | ISHARES TR | $25.15万 | 0.01% | 1,380 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $25.10万 | 0.01% | 1,528 | -100 | -6.1% | -$1.64万 | 减仓 |
| APH | AMPHENOL CORP | $25.00万 | 0.01% | 1,418 | -556 | -28.2% | -$9.80万 | 重新持有 |
| ITT | ITT INC | $24.94万 | 0.01% | 1,261 | 9 | 0.7% | $1,780 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $24.87万 | 0.01% | 4,715 | -741 | -13.6% | -$3.91万 | 减仓 |
| FTV | FORTIVE CORP | $24.62万 | 0.01% | 4,030 | -1,688 | -29.5% | -$10.31万 | 减仓 |
| IAU | ISHARES GOLD TR | $24.41万 | 0.01% | 3,233 | 197 | 6.5% | $1.49万 | 加仓 |