SVB WEALTH LLC
BOSTON MA · SEC CIK 0001626116
$15.86亿2026Q2 申报市值
384持仓数
33.5%前十大占比 · 第一大 5.7%
15 / 18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
ACWI 加仓+$1,433.01万
IWY 加仓+$630.21万
ITW 加仓+$331.85万
GVI 加仓+$326.91万
MU 加仓+$307.30万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$1,664.13万
AVGO 减仓-$1,116.40万
AAPL 减仓-$992.94万
MSFT 减仓-$548.83万
AMAT 减仓-$514.25万
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 |
|---|---|---|---|---|---|---|---|---|
| NTES | NETEASE INC ADS EACH REPR 25 C | $0 | 0.00% | 0 | -17,444 | -100.0% | -$195.27万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS | $0 | 0.00% | 0 | -7,232 | -100.0% | -$38.73万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP COM USD1 | $0 | 0.00% | 0 | -551 | -100.0% | -$37.53万 | 清仓 |
| DSI | iShares MSCI KLD 400 Social ET | $0 | 0.00% | 0 | -3,048 | -100.0% | -$36.94万 | 清仓 |
| IT | GARTNER INC COM USD0.0005 | $0 | 0.00% | 0 | -2,283 | -100.0% | -$36.13万 | 清仓 |
| STT | STATE STREET CORP | $0 | 0.00% | 0 | -2,853 | -100.0% | -$36.10万 | 清仓 |
| XLV | HEALTH CARE SELECT SPDR | $0 | 0.00% | 0 | -2,385 | -100.0% | -$34.97万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -3,075 | -100.0% | -$27.80万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -8,179 | -100.0% | -$26.18万 | 清仓 |
| WDAY | WORKDAY INC COM USD0.001 CL A | $0 | 0.00% | 0 | -1,757 | -100.0% | -$22.83万 | 清仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FUN | $0 | 0.00% | 0 | -615 | -100.0% | -$22.80万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR ENERGY | $0 | 0.00% | 0 | -3,650 | -100.0% | -$22.36万 | 清仓 |
| CPRT | COPART INC COM USD0.0001 | $0 | 0.00% | 0 | -6,591 | -100.0% | -$21.88万 | 清仓 |
| AEE | AMEREN CORP COM USD0.01 | $0 | 0.00% | 0 | -1,940 | -100.0% | -$21.32万 | 清仓 |
| PNR | PENTAIR PLC SHS | $0 | 0.00% | 0 | -2,447 | -100.0% | -$21.31万 | 清仓 |
| SCHP | Schwab U.S. TIPs ETF | $0 | 0.00% | 0 | -7,743 | -100.0% | -$20.60万 | 清仓 |
| FTI | Technipfmc PLC | $0 | 0.00% | 0 | -2,969 | -100.0% | -$20.52万 | 清仓 |
| — | Udemy Inc | $0 | 0.00% | 0 | -19,531 | -100.0% | -$9.02万 | 清仓 |
| WIT | WIPRO LTD SPON ADR REP 1 ORD S | $2.49万 | 0.00% | 11,048 | 11,048 | — | $2.49万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONS | $8.14万 | 0.01% | 13,964 | 766 | 5.8% | $4,466 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP SPON AD | $9.78万 | 0.01% | 10,207 | 24 | 0.2% | $230 | 加仓 |
| SAN | BANCO SANTANDER, S.A. SPON ADR | $19.09万 | 0.01% | 13,831 | -91 | -0.7% | -$1,256 | 减仓 |
| DGRO | iShares Core Dividend Growth E | $20.20万 | 0.01% | 2,665 | 2,665 | — | $20.20万 | 新建仓 |
| MCO | MOODYS CORP COM USD0.01 | $20.39万 | 0.01% | 450 | -57 | -11.2% | -$2.58万 | 减仓 |
| MPWR | Monolithic Power Systems Inc | $20.53万 | 0.01% | 149 | 149 | — | $20.53万 | 新建仓 |
| XLI | SECTOR SPDR INDUSTRIAL | $20.56万 | 0.01% | 1,110 | 1,110 | — | $20.56万 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $20.79万 | 0.01% | 1,239 | -140 | -10.2% | -$2.35万 | 减仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES | $20.80万 | 0.01% | 743 | -50 | -6.3% | -$1.40万 | 减仓 |
| F | FORD MTR CO DEL COM | $21.17万 | 0.01% | 15,230 | -9,046 | -37.3% | -$12.57万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $21.36万 | 0.01% | 1,829 | -33 | -1.8% | -$3,853 | 减仓 |
| XLU | UTILITIES SELECT SECTOR SPDR F | $21.85万 | 0.01% | 4,820 | -500 | -9.4% | -$2.27万 | 减仓 |
| COUR | Coursera Inc | $22.03万 | 0.01% | 39,062 | 15,624 | 66.7% | $8.81万 | 加仓 |
| TPR | TAPESTRY INC COM | $22.37万 | 0.01% | 1,528 | 109 | 7.7% | $1.60万 | 加仓 |
| CTVA | CORTEVA INC COM | $22.43万 | 0.01% | 2,648 | -168 | -6.0% | -$1.42万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $22.66万 | 0.01% | 10,588 | -3,223 | -23.3% | -$6.90万 | 减仓 |
| USB | US BANCORP | $22.67万 | 0.01% | 3,753 | -120 | -3.1% | -$7,248 | 减仓 |
| AKRE | Profesionally Managed Portfoli | $22.91万 | 0.01% | 4,308 | -1 | -0.0% | -$53 | 减仓 |
| VGK | Vanguard FTSE Europe ETF | $22.93万 | 0.01% | 2,590 | 2,590 | — | $22.93万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $23.25万 | 0.01% | 3,405 | -364 | -9.7% | -$2.49万 | 减仓 |
| BSV | Vanguard Short-Term Bond Index | $23.26万 | 0.01% | 2,986 | -500 | -14.3% | -$3.90万 | 减仓 |
| FCOM | Fidelity MSCI Communication Se | $23.29万 | 0.01% | 3,352 | 3 | 0.1% | $208 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $23.31万 | 0.01% | 867 | -55 | -6.0% | -$1.48万 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOME E | $23.40万 | 0.01% | 5,071 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPOR | $23.66万 | 0.01% | 2,994 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $23.71万 | 0.01% | 5,255 | 5,255 | — | $23.71万 | 新建仓 |
| TDTT | FLEXSHARES TR IBOXX 3R TARGT | $23.91万 | 0.02% | 10,000 | 10,000 | — | $23.91万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC COM USD0. | $23.93万 | 0.02% | 3,806 | -199 | -5.0% | -$1.25万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INC | $23.97万 | 0.02% | 647 | 5 | 0.8% | $1,852 | 加仓 |
| TECH | BIO-TECHNE CORP COM | $24.37万 | 0.02% | 3,449 | -3,256 | -48.6% | -$23.01万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $24.39万 | 0.02% | 5,714 | 2,193 | 62.3% | $9.36万 | 加仓 |
| INTU | INTUIT INC | $24.77万 | 0.02% | 949 | -304 | -24.3% | -$7.94万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | $24.82万 | 0.02% | 3,058 | -49 | -1.6% | -$3,977 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $24.87万 | 0.02% | 2,969 | -3 | -0.1% | -$251 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $24.87万 | 0.02% | 702 | -85 | -10.8% | -$3.01万 | 减仓 |
| VXUS | Vanguard Total International S | $25.17万 | 0.02% | 2,944 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $25.41万 | 0.02% | 677 | -3,631 | -84.3% | -$136.28万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $25.43万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| EMXC | iShares MSCI Emerging Markets | $25.61万 | 0.02% | 2,503 | 2,503 | — | $25.61万 | 新建仓 |
| ROST | ROSS STORES INC | $25.72万 | 0.02% | 1,208 | -37 | -3.0% | -$7,879 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM | $25.92万 | 0.02% | 9,721 | -481 | -4.7% | -$1.28万 | 减仓 |
| NOW | SERVICENOW INC COM USD0.001 | $25.99万 | 0.02% | 2,618 | 278 | 11.9% | $2.76万 | 加仓 |
| SYY | SYSCO CORP | $26.20万 | 0.02% | 3,135 | -100 | -3.1% | -$8,358 | 减仓 |
| NKE | NIKE INC CLASS B COM NPV | $26.28万 | 0.02% | 6,401 | -795 | -11.0% | -$3.26万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON | $27.00万 | 0.02% | 2,839 | 93 | 3.4% | $8,843 | 加仓 |
| JPST | J P MORGAN EXCHANGE ETF ULTRA | $27.12万 | 0.02% | 5,363 | -8 | -0.1% | -$405 | 减仓 |
| CPAY | Corpay Inc | $27.26万 | 0.02% | 818 | -397 | -32.7% | -$13.23万 | 减仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $27.59万 | 0.02% | 3,450 | -120 | -3.4% | -$9,596 | 减仓 |
| NRG | NRG ENERGY INC | $27.70万 | 0.02% | 1,897 | -133 | -6.6% | -$1.94万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $28.27万 | 0.02% | 1,105 | -61 | -5.2% | -$1.56万 | 减仓 |
| NTAP | NETAPP INC | $28.55万 | 0.02% | 1,845 | -221 | -10.7% | -$3.42万 | 重新持有 |
| FNCL | Fidelity MSCI Financials Index | $28.80万 | 0.02% | 3,762 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $29.21万 | 0.02% | 717 | -21 | -2.8% | -$8,554 | 减仓 |
| FIDU | Fidelity MSCI Industrials Inde | $29.50万 | 0.02% | 2,962 | 0 | 0.0% | — | 不变 |
| CHRW | CH ROBINSON WORLDWIDE INC COM | $29.77万 | 0.02% | 1,581 | 13 | 0.8% | $2,448 | 加仓 |
| FHLC | Fidelity MSCI Health Care Inde | $30.42万 | 0.02% | 3,938 | 4 | 0.1% | $309 | 加仓 |
| EME | EMCOR GROUP INC | $30.46万 | 0.02% | 367 | -77 | -17.3% | -$6.39万 | 减仓 |
| PWR | QUANTA SERVICES COM USD0.00001 | $30.53万 | 0.02% | 424 | 5 | 1.2% | $3,600 | 加仓 |
| TLH | iShares 10-20 Year Treasury Bo | $30.99万 | 0.02% | 3,088 | -969 | -23.9% | -$9.73万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $31.30万 | 0.02% | 5,104 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM USD0.001 | $31.52万 | 0.02% | 2,052 | 2,052 | — | $31.52万 | 新建仓 |
| EMR | EMERSON ELECTRIC CO | $31.60万 | 0.02% | 2,208 | -114 | -4.9% | -$1.63万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $31.66万 | 0.02% | 762 | -13 | -1.7% | -$5,401 | 减仓 |
| VTRS | VIATRIS INC COM | $31.73万 | 0.02% | 19,980 | 4,745 | 31.1% | $7.54万 | 加仓 |
| VONG | Vanguard Russell 1000 Growth E | $31.74万 | 0.02% | 2,483 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR Gold MiniShares Trust | $31.85万 | 0.02% | 4,010 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $32.36万 | 0.02% | 14,749 | 125 | 0.9% | $2,743 | 加仓 |
| NLY | Annaly Capital Management Inc | $32.48万 | 0.02% | 14,526 | 3,668 | 33.8% | $8.20万 | 重新持有 |
| VTV | VANGUARD INDEX FUNDS - VANGUAR | $32.60万 | 0.02% | 1,496 | -396 | -20.9% | -$8.63万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $32.70万 | 0.02% | 934 | -487 | -34.3% | -$17.05万 | 减仓 |
| SHEL | SHELL PLC SPON ADS EA REP 2 OR | $32.86万 | 0.02% | 4,238 | -405 | -8.7% | -$3.14万 | 减仓 |
| SOLS | Solstice Advanced Materials In | $33.03万 | 0.02% | 3,728 | -880 | -19.1% | -$7.80万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $33.77万 | 0.02% | 1,390 | 0 | 0.0% | — | 不变 |
| ICSH | iShares Ultra Short-Term Bond | $34.15万 | 0.02% | 6,751 | -4 | -0.1% | -$202 | 减仓 |
| FDX | FEDEX CORP COM USD0.10 | $34.58万 | 0.02% | 1,104 | 78 | 7.6% | $2.44万 | 加仓 |
| TOLZ | PROSHARES TRUST BROOKFIELD GLO | $34.82万 | 0.02% | 5,875 | -143 | -2.4% | -$8,475 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM ST | $34.86万 | 0.02% | 1,056 | -63 | -5.6% | -$2.08万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $34.86万 | 0.02% | 3,854 | -11 | -0.3% | -$995 | 减仓 |
| IEF | ISHARES TRUST 7-10 YEAR TREASU | $35.00万 | 0.02% | 3,701 | 2 | 0.1% | $189 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $35.09万 | 0.02% | 3,521 | -462 | -11.6% | -$4.60万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $35.50万 | 0.02% | 5,066 | -40 | -0.8% | -$2,803 | 减仓 |