SVB WEALTH LLC
BOSTON MA · SEC CIK 0001626116
$15.18亿2026Q1 申报市值
383持仓数
33.2%前十大占比 · 第一大 5.8%
20 / 27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
FE 新建仓+$438.15万
KHC 加仓+$401.44万
VCRB 加仓+$370.94万
IVV 加仓+$260.17万
DUK 加仓+$254.92万
2026Q1 卖出最多 按季末市值估算
AVGO 减仓-$1,101.60万
AAPL 减仓-$813.73万
IWY 减仓-$747.12万
AGG 减仓-$458.23万
IWX 减仓-$449.06万
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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $78.63万 | 0.05% | 5,414 | 654 | 13.7% | $9.50万 | 加仓 |
| IWO | iShares Russell 2000 Growth ET | $79.61万 | 0.05% | 2,537 | -720 | -22.1% | -$22.59万 | 减仓 |
| BX | BLACKSTONE INC | $80.35万 | 0.05% | 6,988 | -180 | -2.5% | -$2.07万 | 减仓 |
| IGF | iShares S&P Global Infrastruct | $80.90万 | 0.05% | 12,074 | -1,409 | -10.5% | -$9.44万 | 减仓 |
| CRM | SALESFORCE INC COM | $81.30万 | 0.05% | 4,355 | -1,108 | -20.3% | -$20.68万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $81.46万 | 0.05% | 1,384 | -57 | -4.0% | -$3.35万 | 减仓 |
| LOW | LOWES COMPANIES INC COM USD0.5 | $84.58万 | 0.06% | 3,579 | -150 | -4.0% | -$3.54万 | 减仓 |
| VGT | VANGUARD INFORMATION TECH E | $89.31万 | 0.06% | 1,280 | 702 | 121.5% | $48.98万 | 加仓 |
| MDLZ | MONDELEZ INTL INC COM NPV | $89.93万 | 0.06% | 15,602 | -10,702 | -40.7% | -$61.69万 | 减仓 |
| CVS | CVS HEALTH CORPORATION COM | $90.57万 | 0.06% | 12,610 | -1,277 | -9.2% | -$9.17万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $90.59万 | 0.06% | 9,208 | 2,347 | 34.2% | $23.09万 | 加仓 |
| FTEC | Fidelity MSCI Information Tech | $92.22万 | 0.06% | 4,433 | -972 | -18.0% | -$20.22万 | 减仓 |
| JQUA | JPMorgan U.S. Quality Factor E | $92.38万 | 0.06% | 15,065 | -130 | -0.9% | -$7,972 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $93.26万 | 0.06% | 2,135 | -1 | -0.0% | -$437 | 减仓 |
| JVAL | JPMorgan U.S. Value Factor ETF | $93.31万 | 0.06% | 19,097 | -1,922 | -9.1% | -$9.39万 | 减仓 |
| GEV | GE Vernova Inc | $94.03万 | 0.06% | 1,077 | -8 | -0.7% | -$6,984 | 减仓 |
| SO | SOUTHERN CO | $94.08万 | 0.06% | 9,747 | 135 | 1.4% | $1.30万 | 加仓 |
| EQIX | EQUINIX INC | $97.48万 | 0.06% | 994 | -207 | -17.2% | -$20.30万 | 减仓 |
| ADBE | ADOBE SYSTEMS INCORPORATED COM | $98.23万 | 0.06% | 4,041 | -2,237 | -35.6% | -$54.38万 | 减仓 |
| QCOM | QUALCOMM INC | $99.42万 | 0.07% | 7,720 | -257 | -3.2% | -$3.31万 | 减仓 |
| CSX | CSX CORP COM USD1 | $100.46万 | 0.07% | 24,474 | -367 | -1.5% | -$1.51万 | 减仓 |
| AJG | ARTHUR J. GALLAGHER & CO. | $100.60万 | 0.07% | 4,645 | -639 | -12.1% | -$13.84万 | 减仓 |
| DIS | DISNEY WALT CO COM | $100.79万 | 0.07% | 10,458 | -193 | -1.8% | -$1.86万 | 减仓 |
| IBIT | Ishares Bitcoin Trust Etf | $100.94万 | 0.07% | 26,274 | 4,864 | 22.7% | $18.69万 | 加仓 |
| SPYV | SPDR PORTFOLIO S&P 500 VALUE E | $101.40万 | 0.07% | 17,922 | -32,608 | -64.5% | -$184.50万 | 减仓 |
| OKE | ONEOK INC COM USD0.01 | $103.14万 | 0.07% | 11,410 | 1,037 | 10.0% | $9.37万 | 加仓 |
| TEL | TE Connectivity PLC | $104.43万 | 0.07% | 4,996 | -1,486 | -22.9% | -$31.06万 | 减仓 |
| INTC | INTEL CORP COM USD0.001 | $105.33万 | 0.07% | 23,869 | -312 | -1.3% | -$1.38万 | 减仓 |
| SCHB | Schwab U.S. Broad Market ETF | $106.12万 | 0.07% | 42,278 | -7,490 | -15.0% | -$18.80万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $106.99万 | 0.07% | 5,397 | -36 | -0.7% | -$7,137 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $107.42万 | 0.07% | 3,180 | -248 | -7.2% | -$8.38万 | 减仓 |
| PFF | ISHARES TR PFD AND INCM SEC | $107.90万 | 0.07% | 35,586 | -7,579 | -17.6% | -$22.98万 | 减仓 |
| MAS | MASCO CORP COM USD1.00 | $111.65万 | 0.07% | 18,494 | -8,758 | -32.1% | -$52.87万 | 减仓 |
| CB | CHUBB LIMITED COM NPV | $112.37万 | 0.07% | 3,448 | -189 | -5.2% | -$6.16万 | 减仓 |
| ITOT | iShares Core S&P Total U.S. St | $114.41万 | 0.08% | 8,033 | -23,729 | -74.7% | -$337.97万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES N V | $114.78万 | 0.08% | 14,247 | 5,108 | 55.9% | $41.15万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF | $115.15万 | 0.08% | 1,867 | -65 | -3.4% | -$4.01万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $117.49万 | 0.08% | 4,140 | -41 | -1.0% | -$1.16万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM USD1. | $118.71万 | 0.08% | 1,964 | -122 | -5.8% | -$7.37万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $119.72万 | 0.08% | 4,308 | -35 | -0.8% | -$9,727 | 减仓 |
| SBUX | STARBUCKS CORP COM USD0.001 | $124.85万 | 0.08% | 13,936 | -5,201 | -27.2% | -$46.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $126.58万 | 0.08% | 2,575 | -390 | -13.2% | -$19.17万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $126.95万 | 0.08% | 2,844 | -217 | -7.1% | -$9.69万 | 减仓 |
| XLC | COMM SERVICES SELECT SECTOR | $127.06万 | 0.08% | 11,461 | -595 | -4.9% | -$6.60万 | 减仓 |
| ANET | Arista Networks Inc | $127.91万 | 0.08% | 10,417 | -1,680 | -13.9% | -$20.63万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $127.98万 | 0.08% | 7,741 | -717 | -8.5% | -$11.85万 | 减仓 |
| GUNR | FLEXSHARES TRUST MORNINGSTAR G | $127.99万 | 0.08% | 23,203 | -2,578 | -10.0% | -$14.22万 | 减仓 |
| DE | DEERE & CO | $128.05万 | 0.08% | 2,273 | -120 | -5.0% | -$6.76万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDGS PUB L | $128.74万 | 0.08% | 3,286 | -61 | -1.8% | -$2.39万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP COM US | $129.81万 | 0.09% | 5,317 | -255 | -4.6% | -$6.23万 | 减仓 |
| SLB | SLB LIMITED | $130.19万 | 0.09% | 25,333 | -9,017 | -26.3% | -$46.34万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIE | $134.59万 | 0.09% | 2,225 | -300 | -11.9% | -$18.15万 | 减仓 |
| C | CITIGROUP INC | $139.77万 | 0.09% | 12,324 | -287 | -2.3% | -$3.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.2 | $141.17万 | 0.09% | 4,667 | -591 | -11.2% | -$17.88万 | 减仓 |
| CI | THE CIGNA GROUP COM | $143.11万 | 0.09% | 5,365 | -1,132 | -17.4% | -$30.20万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc | $143.63万 | 0.09% | 2 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P Dividend ETF | $146.16万 | 0.10% | 10,015 | -128 | -1.3% | -$1.87万 | 减仓 |
| EOG | EOG RESOURCES INC | $147.71万 | 0.10% | 10,218 | -4,523 | -30.7% | -$65.38万 | 减仓 |
| BIL | SPDR Bloomberg Barclays 1-3 Mo | $150.49万 | 0.10% | 16,422 | -67 | -0.4% | -$6,140 | 减仓 |
| MCK | MCKESSON CORP | $151.96万 | 0.10% | 1,756 | -29 | -1.6% | -$2.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM USD | $159.82万 | 0.11% | 9,969 | -182 | -1.8% | -$2.92万 | 减仓 |
| PRI | PRIMERICA INC COM USD0.01 | $162.98万 | 0.11% | 6,507 | -2,165 | -25.0% | -$54.23万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $164.61万 | 0.11% | 10,872 | -850 | -7.3% | -$12.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TRUST TECHN | $167.06万 | 0.11% | 12,570 | -3,950 | -23.9% | -$52.50万 | 减仓 |
| APP | Applovin Corp | $167.32万 | 0.11% | 4,204 | 3,724 | 775.8% | $148.22万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $168.34万 | 0.11% | 107,089 | 107,089 | — | $168.34万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $168.87万 | 0.11% | 8,301 | -729 | -8.1% | -$14.83万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $168.91万 | 0.11% | 17,972 | -5,604 | -23.8% | -$52.67万 | 减仓 |
| SHV | iShares Short Treasury Bond | $169.77万 | 0.11% | 15,379 | -2,801 | -15.4% | -$30.92万 | 减仓 |
| AMGN | AMGEN INC | $174.50万 | 0.11% | 4,959 | -3,356 | -40.4% | -$118.10万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC COM U | $174.69万 | 0.12% | 3,930 | -31 | -0.8% | -$1.38万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $175.53万 | 0.12% | 34,966 | -1,866 | -5.1% | -$9.37万 | 减仓 |
| AVUV | Avantis U.S. Small Cap Value | $176.50万 | 0.12% | 15,977 | 1,000 | 6.7% | $11.05万 | 加仓 |
| CMCSA | COMCAST CORP | $177.89万 | 0.12% | 61,961 | -10,173 | -14.1% | -$29.21万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $179.44万 | 0.12% | 6,631 | -6,941 | -51.1% | -$187.83万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $180.36万 | 0.12% | 27,916 | -10,611 | -27.5% | -$68.56万 | 减仓 |
| CNC | CENTENE CORP | $183.86万 | 0.12% | 56,159 | 13,764 | 32.5% | $45.06万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM USD0 | $186.44万 | 0.12% | 6,776 | -5,906 | -46.6% | -$162.50万 | 减仓 |
| NTES | NETEASE INC ADS EACH REPR 25 C | $195.27万 | 0.13% | 17,444 | -2,483 | -12.5% | -$27.79万 | 减仓 |
| CAT | CATERPILLAR INC COM | $199.33万 | 0.13% | 2,813 | -499 | -15.1% | -$35.36万 | 减仓 |
| URI | UNITED RENTALS INC | $200.58万 | 0.13% | 2,753 | -9 | -0.3% | -$6,557 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $200.73万 | 0.13% | 9,879 | -2,331 | -19.1% | -$47.36万 | 减仓 |
| BNY | BANK OF NEW YORK MELLON CORP C | $201.09万 | 0.13% | 16,951 | -183 | -1.1% | -$2.17万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX FDS | $209.46万 | 0.14% | 14,367 | -722 | -4.8% | -$10.53万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS CLASS B | $211.69万 | 0.14% | 11,829 | 1,373 | 13.1% | $24.57万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX FUND | $216.50万 | 0.14% | 8,266 | -1,760 | -17.6% | -$46.10万 | 减仓 |
| IWR | iShares Russell Mid-Cap ETF | $223.68万 | 0.15% | 23,005 | -919 | -3.8% | -$8.94万 | 减仓 |
| AMCR | Amcor PLC $ | $234.61万 | 0.15% | 59,021 | 59,021 | — | $234.61万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $242.28万 | 0.16% | 7,373 | -1,568 | -17.5% | -$51.52万 | 减仓 |
| RTX | Rtx Corporation Com | $246.39万 | 0.16% | 12,773 | -872 | -6.4% | -$16.82万 | 减仓 |
| XPH | SPDR SER TR S&P PHARMAC | $247.02万 | 0.16% | 45,668 | 2,218 | 5.1% | $12.00万 | 加仓 |
| T | AT&T INC COM USD1 | $250.69万 | 0.17% | 86,477 | 2,104 | 2.5% | $6.10万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $251.01万 | 0.17% | 37,170 | -5,505 | -12.9% | -$37.18万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $251.98万 | 0.17% | 51,688 | -6,663 | -11.4% | -$32.48万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM USD0 | $252.21万 | 0.17% | 12,869 | -4,479 | -25.8% | -$87.78万 | 减仓 |
| UAL | United Airlines Holdings Inc | $253.11万 | 0.17% | 27,491 | 5,569 | 25.4% | $51.27万 | 加仓 |
| DHR | DANAHER CORPORATION COM | $253.38万 | 0.17% | 13,365 | -3,227 | -19.4% | -$61.18万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $253.50万 | 0.17% | 8,726 | -3,132 | -26.4% | -$90.99万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $257.13万 | 0.17% | 13,563 | -1,120 | -7.6% | -$21.23万 | 减仓 |
| ELV | ELEVANCE HEALTH INC COM | $261.65万 | 0.17% | 8,938 | -7,762 | -46.5% | -$227.23万 | 减仓 |