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 |
|---|---|---|---|---|---|---|---|---|
| DLR | DIGITAL REALTY TRUST INC | $35.80万 | 0.02% | 1,993 | -353 | -15.0% | -$6.34万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $35.80万 | 0.02% | 1,138 | -6 | -0.5% | -$1,888 | 减仓 |
| IRM | IRON MTN INC DEL COM | $35.90万 | 0.02% | 2,842 | 20 | 0.7% | $2,526 | 加仓 |
| PSX | PHILLIPS 66 COM | $36.59万 | 0.02% | 2,164 | -425 | -16.4% | -$7.19万 | 减仓 |
| PAYX | PAYCHEX INC COM USD0.01 | $36.66万 | 0.02% | 3,728 | -1,640 | -30.6% | -$16.13万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $36.99万 | 0.02% | 378 | -13 | -3.3% | -$1.27万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $38.02万 | 0.02% | 1,787 | 548 | 44.2% | $11.66万 | 重新持有 |
| VNQ | VANGUARD REAL ESTATE ETF | $38.02万 | 0.02% | 3,943 | -471 | -10.7% | -$4.54万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $38.48万 | 0.02% | 2,352 | -437 | -15.7% | -$7.15万 | 减仓 |
| GM | GENERAL MTRS CO COM | $38.53万 | 0.02% | 4,999 | -74 | -1.5% | -$5,704 | 减仓 |
| WELL | WELLTOWER INC COM | $39.66万 | 0.03% | 1,747 | 23 | 1.3% | $5,222 | 加仓 |
| HALO | Halozyme Therapeutics Inc | $40.40万 | 0.03% | 5,162 | 5,162 | — | $40.40万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $40.45万 | 0.03% | 530 | -19 | -3.5% | -$1.45万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $40.56万 | 0.03% | 5,621 | -202 | -3.5% | -$1.46万 | 减仓 |
| EMLC | VANECK J P MORGAN EM LCL CRY B | $41.25万 | 0.03% | 16,139 | -1,444 | -8.2% | -$3.69万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $41.56万 | 0.03% | 5,590 | -369 | -6.2% | -$2.74万 | 减仓 |
| DOW | DOW INC COM | $41.98万 | 0.03% | 15,344 | -863 | -5.3% | -$2.36万 | 减仓 |
| IWD | iShares Russell 1000 Value ETF | $42.52万 | 0.03% | 1,754 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM USD5.00 | $42.69万 | 0.03% | 1,972 | 43 | 2.2% | $9,308 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES IN | $43.88万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $44.18万 | 0.03% | 4,942 | 3 | 0.1% | $268 | 加仓 |
| MCK | MCKESSON CORP | $44.20万 | 0.03% | 585 | -1,171 | -66.7% | -$88.49万 | 减仓 |
| CTAS | CINTAS CORP | $45.03万 | 0.03% | 2,647 | -37 | -1.4% | -$6,294 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC | $45.55万 | 0.03% | 2,037 | 10 | 0.5% | $2,236 | 加仓 |
| NEM | NEWMONT CORP COM ISIN #US65163 | $46.89万 | 0.03% | 5,020 | -249 | -4.7% | -$2.33万 | 减仓 |
| AFL | AFLAC INC COM USD0.10 | $47.42万 | 0.03% | 4,044 | 47 | 1.2% | $5,511 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $47.56万 | 0.03% | 8,437 | -2,808 | -25.0% | -$15.83万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $48.71万 | 0.03% | 1,249 | -54 | -4.1% | -$2.11万 | 减仓 |
| NVS | NOVARTIS AG | $49.40万 | 0.03% | 3,152 | -44 | -1.4% | -$6,896 | 减仓 |
| WDC | WESTERN DIGITAL CORP. COM | $50.33万 | 0.03% | 788 | 46 | 6.2% | $2.94万 | 加仓 |
| HIG | Hartford Insurance Group Inc C | $50.59万 | 0.03% | 3,817 | -225 | -5.6% | -$2.98万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM US | $51.41万 | 0.03% | 1,039 | -44 | -4.1% | -$2.18万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $51.48万 | 0.03% | 10,333 | -762 | -6.9% | -$3.80万 | 减仓 |
| DAL | DELTA AIR LINES INC | $51.58万 | 0.03% | 5,507 | -5,510 | -50.0% | -$51.61万 | 减仓 |
| POOL | POOL CORP COM | $51.76万 | 0.03% | 2,409 | -252 | -9.5% | -$5.41万 | 减仓 |
| REET | ISHARES TRUST GLOBAL REIT ETF | $52.14万 | 0.03% | 18,876 | -8,217 | -30.3% | -$22.70万 | 减仓 |
| FLEX | FLEX LTD COM USD0.01 | $52.75万 | 0.03% | 3,255 | -223 | -6.4% | -$3.61万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $52.90万 | 0.03% | 1,226 | -1,156 | -48.5% | -$49.88万 | 减仓 |
| AZN | AstraZeneca PLC | $53.21万 | 0.03% | 2,806 | -13 | -0.5% | -$2,465 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $53.56万 | 0.03% | 1,832 | -286 | -13.5% | -$8.36万 | 减仓 |
| IDEV | iShares Core MSCI Internationa | $54.68万 | 0.03% | 6,143 | 1 | 0.0% | $89 | 加仓 |
| YUM | YUM! BRANDS INC | $55.33万 | 0.03% | 3,461 | -693 | -16.7% | -$11.08万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $55.78万 | 0.04% | 1,123 | -1,721 | -60.5% | -$85.49万 | 减仓 |
| NXPI | NXP Semiconductors NV | $55.96万 | 0.04% | 1,991 | 50 | 2.6% | $1.41万 | 加仓 |
| JQUA | JPMorgan U.S. Quality Factor E | $56.39万 | 0.04% | 7,802 | -7,263 | -48.2% | -$52.49万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $56.49万 | 0.04% | 6,134 | -88 | -1.4% | -$8,104 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL | $56.62万 | 0.04% | 5,087 | -508 | -9.1% | -$5.65万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BN | $58.47万 | 0.04% | 7,965 | -1,969 | -19.8% | -$14.45万 | 减仓 |
| BP | BP PLC SPONSORED ADR | $58.51万 | 0.04% | 15,834 | 197 | 1.3% | $7,279 | 加仓 |
| TFLO | iShares Treasury Floating Rate | $59.89万 | 0.04% | 11,829 | 450 | 4.0% | $2.28万 | 加仓 |
| ECL | ECOLAB INC | $61.05万 | 0.04% | 2,191 | -137 | -5.9% | -$3.82万 | 减仓 |
| IAU | iShares Gold Trust | $61.25万 | 0.04% | 8,112 | -40 | -0.5% | -$3,020 | 减仓 |
| AES | AES CORP | $61.46万 | 0.04% | 41,923 | -12,317 | -22.7% | -$18.06万 | 减仓 |
| APP | Applovin Corp | $61.72万 | 0.04% | 1,198 | -3,006 | -71.5% | -$154.88万 | 减仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $62.10万 | 0.04% | 9,042 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $62.66万 | 0.04% | 5,806 | -287 | -4.7% | -$3.10万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $62.95万 | 0.04% | 9,398 | -788 | -7.7% | -$5.28万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $63.94万 | 0.04% | 4,674 | -247 | -5.0% | -$3.38万 | 减仓 |
| — | ELECTRONIC ARTS INC | $64.27万 | 0.04% | 3,134 | -217 | -6.5% | -$4.45万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $64.75万 | 0.04% | 8,037 | -399 | -4.7% | -$3.21万 | 减仓 |
| IGF | iShares S&P Global Infrastruct | $65.23万 | 0.04% | 9,795 | -2,279 | -18.9% | -$15.18万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC COM USD | $66.65万 | 0.04% | 1,357 | -14 | -1.0% | -$6,877 | 减仓 |
| GLW | CORNING INC | $67.02万 | 0.04% | 2,624 | -52 | -1.9% | -$1.33万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP COM | $67.15万 | 0.04% | 3,347 | -506 | -13.1% | -$10.15万 | 减仓 |
| CRM | SALESFORCE INC COM | $67.29万 | 0.04% | 4,295 | -60 | -1.4% | -$9,400 | 减仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REG | $68.44万 | 0.04% | 344 | 12 | 3.6% | $2.39万 | 加仓 |
| WFC | WELLS FARGO CO NEW COM | $68.66万 | 0.04% | 8,309 | -449 | -5.1% | -$3.71万 | 减仓 |
| NI | NISOURCE INC 00500 | $68.72万 | 0.04% | 14,452 | -1,366 | -8.6% | -$6.50万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $68.76万 | 0.04% | 20,318 | 2 | 0.0% | $68 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP C | $68.87万 | 0.04% | 2,797 | -1 | -0.0% | -$246 | 减仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED COM | $68.90万 | 0.04% | 3,361 | -680 | -16.8% | -$13.94万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $69.41万 | 0.04% | 7,221 | -664 | -8.4% | -$6.38万 | 减仓 |
| O | REALTY INCOME CORP COM | $69.85万 | 0.04% | 11,273 | -33 | -0.3% | -$2,045 | 减仓 |
| SNDK | Sandisk Corp | $70.49万 | 0.04% | 310 | 310 | — | $70.49万 | 新建仓 |
| LIN | LINDE PLC COM | $70.51万 | 0.04% | 1,358 | 23 | 1.7% | $1.19万 | 加仓 |
| AYI | ACUITY INC | $70.74万 | 0.04% | 1,878 | -400 | -17.6% | -$15.07万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $71.13万 | 0.04% | 1,233 | -151 | -10.9% | -$8.71万 | 减仓 |
| SCHD | Schwab US Dividend Equity ETF | $71.45万 | 0.05% | 22,531 | -775 | -3.3% | -$2.46万 | 减仓 |
| LOW | LOWES COMPANIES INC COM USD0.5 | $73.39万 | 0.05% | 3,328 | -251 | -7.0% | -$5.54万 | 减仓 |
| BBY | BEST BUY CO INC COM USD0.10 | $74.18万 | 0.05% | 9,776 | -126 | -1.3% | -$9,561 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL | $75.20万 | 0.05% | 5,147 | -66 | -1.3% | -$9,642 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM U | $75.61万 | 0.05% | 5,692 | -554 | -8.9% | -$7.36万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V | $75.79万 | 0.05% | 14,395 | 148 | 1.0% | $7,792 | 加仓 |
| MS | MORGAN STANLEY COM USD0.01 | $75.91万 | 0.05% | 3,631 | -356 | -8.9% | -$7.44万 | 减仓 |
| TEL | TE Connectivity PLC | $78.88万 | 0.05% | 3,912 | -1,084 | -21.7% | -$21.86万 | 减仓 |
| MDLZ | MONDELEZ INTL INC COM NPV | $79.23万 | 0.05% | 13,698 | -1,904 | -12.2% | -$11.01万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO COM USD1. | $80.37万 | 0.05% | 8,767 | 119 | 1.4% | $1.09万 | 加仓 |
| CDW | CDW CORP COM USD0.01 | $81.40万 | 0.05% | 5,788 | -242 | -4.0% | -$3.40万 | 减仓 |
| IWO | iShares Russell 2000 Growth ET | $81.59万 | 0.05% | 2,071 | -466 | -18.4% | -$18.36万 | 减仓 |
| EBAY | EBAY INC. COM | $81.69万 | 0.05% | 7,310 | -18 | -0.2% | -$2,012 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $84.02万 | 0.05% | 4,349 | 300 | 7.4% | $5.80万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $84.39万 | 0.05% | 9,796 | -3,014 | -23.5% | -$25.96万 | 减仓 |
| IBIT | Ishares Bitcoin Trust Etf | $84.78万 | 0.05% | 25,466 | -808 | -3.1% | -$2.69万 | 减仓 |
| SO | SOUTHERN CO | $85.44万 | 0.05% | 8,927 | -820 | -8.4% | -$7.85万 | 减仓 |
| CMI | CUMMINS INC | $87.02万 | 0.05% | 1,220 | -15 | -1.2% | -$1.07万 | 减仓 |
| CMCSA | COMCAST CORP | $88.53万 | 0.06% | 36,062 | -25,899 | -41.8% | -$63.58万 | 减仓 |
| MMM | 3M CO | $88.80万 | 0.06% | 5,484 | 70 | 1.3% | $1.13万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM USD1. | $89.01万 | 0.06% | 1,747 | -217 | -11.0% | -$11.06万 | 减仓 |
| DIS | DISNEY WALT CO COM | $89.63万 | 0.06% | 9,312 | -1,146 | -11.0% | -$11.03万 | 减仓 |
| GUNR | FLEXSHARES TRUST MORNINGSTAR G | $89.91万 | 0.06% | 18,245 | -4,958 | -21.4% | -$24.43万 | 减仓 |