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 |
|---|---|---|---|---|---|---|---|---|
| EVR | EVERCORE INC | $23.59万 | 0.01% | 691 | 10 | 1.5% | $3,414 | 加仓 |
| — | WISDOMTREE TR | $23.49万 | 0.01% | 2,756 | 2,756 | — | $23.49万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $23.31万 | 0.01% | 4,494 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $23.22万 | 0.01% | 2,360 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $23.09万 | 0.01% | 3,146 | -1,946 | -38.2% | -$14.29万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.05万 | 0.01% | 596 | -18 | -2.9% | -$6,962 | 重新持有 |
| EFG | ISHARES TR | $22.98万 | 0.01% | 1,847 | 1,847 | — | $22.98万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $22.88万 | 0.01% | 2,330 | -738 | -24.1% | -$7.25万 | 减仓 |
| TMUS | T-MOBILE US INC | $22.63万 | 0.01% | 1,349 | 47 | 3.6% | $7,883 | 加仓 |
| — | HONEYWELL INTL INC | $22.56万 | 0.01% | 1,008 | -931 | -48.0% | -$20.84万 | 重新持有 |
| NTAP | NETAPP INC | $22.47万 | 0.01% | 1,452 | 1,452 | — | $22.47万 | 新建仓 |
| IGE | ISHARES TR | $22.44万 | 0.01% | 3,995 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $21.85万 | 0.01% | 3,848 | 18 | 0.5% | $1,022 | 重新持有 |
| SCHO | SCHWAB STRATEGIC TR | $21.80万 | 0.01% | 9,030 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $21.54万 | 0.01% | 3,234 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $21.39万 | 0.00% | 1,261 | 1,261 | — | $21.39万 | 新建仓 |
| MCK | MCKESSON CORP | $21.33万 | 0.00% | 282 | 10 | 3.7% | $7,564 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.07万 | 0.00% | 2,192 | 2,192 | — | $21.07万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.03万 | 0.00% | 854 | 854 | — | $21.03万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $20.52万 | 0.00% | 1,918 | 1,918 | — | $20.52万 | 新建仓 |
| HEDJ | WISDOMTREE TR | $20.52万 | 0.00% | 3,600 | 3,600 | — | $20.52万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $20.04万 | 0.00% | 2,016 | -353 | -14.9% | -$3.51万 | 减仓 |
| F | FORD MTR CO | $17.95万 | 0.00% | 12,911 | -1,626 | -11.2% | -$2.26万 | 减仓 |
| SOXX | ISHARES TR 看涨期权 | $15.24万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $12.70万 | 0.00% | 21,210 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $8.35万 | 0.00% | 20,060 | 35 | 0.2% | $146 | 加仓 |
| ADI | ANALOG DEVICES INC 看涨期权 | $7.21万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看涨期权 | $6.33万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $5.59万 | 0.00% | 4,600 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $5.38万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $4.51万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看涨期权 | $4.33万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $3.34万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $3.34万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $2.23万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY 看涨期权 | $2.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR 看涨期权 | $1.62万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP 看跌期权 | $1.37万 | 0.00% | 2,500 | -500 | -16.7% | -$2,738 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $5,675 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP 看涨期权 | $4,600 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO 看涨期权 | $4,543 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看跌期权 | $4,390 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $1,605 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC 看跌期权 | $177 | 0.00% | 500 | -500 | -50.0% | -$177 | 减仓 |
| — | UNITED SEC BANCSHARES CALIF | $0 | 0.00% | 0 | -94,506 | -100.0% | -$99.33万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,113 | -100.0% | -$47.76万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,423 | -100.0% | -$34.59万 | 清仓 |
| — | HERITAGE COMM CORP | $0 | 0.00% | 0 | -24,700 | -100.0% | -$30.83万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,493 | -100.0% | -$27.86万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,352 | -100.0% | -$25.96万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,503 | -100.0% | -$25.20万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,131 | -100.0% | -$22.43万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,483 | -100.0% | -$20.55万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -25,264 | -100.0% | -$11.62万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$9,229 | 清仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$3,386 | 清仓 |
| GOOGL | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,665 | 清仓 |
| GOOG | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$1,089 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$601 | 清仓 |