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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $264.85万 | 0.17% | 94,319 | -23,728 | -20.1% | -$66.63万 | 减仓 |
| RSG | REPUBLIC SERVICES INC | $278.75万 | 0.18% | 12,727 | 475 | 3.9% | $10.40万 | 加仓 |
| EXC | EXELON CORP COM NPV | $280.38万 | 0.18% | 57,197 | 5,711 | 11.1% | $28.00万 | 加仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ET | $280.95万 | 0.19% | 49,472 | -16 | -0.0% | -$909 | 减仓 |
| ZTS | ZOETIS INC | $283.22万 | 0.19% | 23,959 | -2,146 | -8.2% | -$25.37万 | 减仓 |
| MDT | MEDTRONIC PLC | $290.23万 | 0.19% | 33,494 | -8,470 | -20.2% | -$73.39万 | 减仓 |
| BEN | FRANKLIN RES INC | $299.61万 | 0.20% | 126,848 | 21,695 | 20.6% | $51.24万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $303.56万 | 0.20% | 15,998 | 3,585 | 28.9% | $68.02万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $306.07万 | 0.20% | 17,529 | 6,075 | 53.0% | $106.08万 | 加仓 |
| CME | CME GROUP INC COM | $306.23万 | 0.20% | 10,368 | 726 | 7.5% | $21.44万 | 加仓 |
| ALL | ALLSTATE CORP COM USD0.01 | $306.65万 | 0.20% | 14,790 | 730 | 5.2% | $15.14万 | 加仓 |
| IWB | iShares Russell 1000 ETF | $310.03万 | 0.20% | 8,695 | -145 | -1.6% | -$5.17万 | 减仓 |
| KR | KROGER CO COM USD1.00 | $310.08万 | 0.20% | 42,853 | -8,985 | -17.3% | -$65.01万 | 减仓 |
| MRSH | MARSH COM | $318.60万 | 0.21% | 18,369 | -5,427 | -22.8% | -$94.13万 | 减仓 |
| BLK | BlackRock Inc | $321.29万 | 0.21% | 3,341 | -357 | -9.7% | -$34.33万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $322.25万 | 0.21% | 14,984 | -814 | -5.2% | -$17.51万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $331.40万 | 0.22% | 21,309 | 3,914 | 22.5% | $60.87万 | 加仓 |
| PLD | PROLOGIS INC. COM | $332.43万 | 0.22% | 25,150 | 3,156 | 14.3% | $41.72万 | 加仓 |
| ETR | Entergy Corp | $333.00万 | 0.22% | 29,636 | -11,423 | -27.8% | -$128.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $334.33万 | 0.22% | 6,691 | -5,753 | -46.2% | -$287.46万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTION | $335.47万 | 0.22% | 20,647 | -6,683 | -24.5% | -$108.59万 | 减仓 |
| SNA | SNAP-ON INC | $339.40万 | 0.22% | 9,344 | 1,051 | 12.7% | $38.18万 | 加仓 |
| APH | AMPHENOL CORP CLASS A COM USD0 | $358.67万 | 0.24% | 28,387 | 5,653 | 24.9% | $71.43万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $361.34万 | 0.24% | 59,578 | -2,417 | -3.9% | -$14.66万 | 减仓 |
| ACWX | ISHARES TR MSCI ACWI EX US | $361.79万 | 0.24% | 52,839 | -3,180 | -5.7% | -$21.77万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM USD0.0 | $381.13万 | 0.25% | 27,346 | -2,433 | -8.2% | -$33.91万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $384.27万 | 0.25% | 15,552 | -4,361 | -21.9% | -$107.76万 | 减仓 |
| CSGP | COSTAR GROUP INC | $387.51万 | 0.26% | 96,060 | 29,650 | 44.6% | $119.61万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM US | $388.13万 | 0.26% | 4,588 | -1,156 | -20.1% | -$97.79万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $393.05万 | 0.26% | 9,135 | 320 | 3.6% | $13.77万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $410.88万 | 0.27% | 76,019 | -2,617 | -3.3% | -$14.14万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC COM USD | $412.15万 | 0.27% | 7,335 | 1,089 | 17.4% | $61.19万 | 加仓 |
| ACN | ACCENTURE PLC | $413.47万 | 0.27% | 20,852 | -7,903 | -27.5% | -$156.71万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $420.32万 | 0.28% | 18,291 | -3,607 | -16.5% | -$82.89万 | 减仓 |
| EVRG | EVERGY INC | $424.14万 | 0.28% | 51,775 | 21,212 | 69.4% | $173.77万 | 加仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.2 | $433.33万 | 0.29% | 48,074 | 11,074 | 29.9% | $99.82万 | 加仓 |
| VLUE | ISHARES TR MSCI USA VALUE | $434.01万 | 0.29% | 30,523 | 1,617 | 5.6% | $22.99万 | 加仓 |
| VEA | VANGUARD FTSE Developed Market | $434.30万 | 0.29% | 67,774 | -2,437 | -3.5% | -$15.62万 | 减仓 |
| FE | FIRSTENERGY CORP | $438.15万 | 0.29% | 86,490 | 86,490 | — | $438.15万 | 新建仓 |
| KHC | KRAFT HEINZ CO COM | $438.73万 | 0.29% | 195,077 | 178,498 | 1,076.7% | $401.44万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $442.41万 | 0.29% | 7,665 | 1,078 | 16.4% | $62.22万 | 加仓 |
| MCD | MCDONALD S CORP | $442.52万 | 0.29% | 14,238 | -2,688 | -15.9% | -$83.54万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $454.26万 | 0.30% | 173,913 | 12,782 | 7.9% | $33.39万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $456.20万 | 0.30% | 29,005 | -6,883 | -19.2% | -$108.26万 | 减仓 |
| PLTR | Palantir Technologies Inc | $466.96万 | 0.31% | 31,923 | 1,861 | 6.2% | $27.22万 | 加仓 |
| SCZ | iShares MSCI EAFE Small-Cap ET | $473.34万 | 0.31% | 60,367 | -154 | -0.3% | -$1.21万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $498.96万 | 0.33% | 1,185 | 201 | 20.4% | $84.63万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $517.13万 | 0.34% | 39,176 | 3,089 | 8.6% | $40.78万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $521.23万 | 0.34% | 12,224 | -10,100 | -45.2% | -$430.66万 | 减仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $530.06万 | 0.35% | 52,659 | -1,918 | -3.5% | -$19.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $533.64万 | 0.35% | 51,977 | -9,904 | -16.0% | -$101.68万 | 减仓 |
| MO | ALTRIA GROUP INC | $546.68万 | 0.36% | 82,842 | 16,490 | 24.9% | $108.82万 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC | $554.42万 | 0.37% | 24,529 | -4,287 | -14.9% | -$96.90万 | 减仓 |
| KO | COCA-COLA CO | $571.90万 | 0.38% | 75,201 | 2,623 | 3.6% | $19.95万 | 加仓 |
| MRK | MERCK &CO. INC COM | $573.88万 | 0.38% | 47,708 | -2,770 | -5.5% | -$33.32万 | 减仓 |
| IQLT | ISHARES TR MSCI INTL QUALTY | $587.98万 | 0.39% | 127,186 | -18,966 | -13.0% | -$87.68万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $599.66万 | 0.40% | 45,796 | 19,468 | 73.9% | $254.92万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $632.40万 | 0.42% | 13,718 | 331 | 2.5% | $15.26万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $633.82万 | 0.42% | 25,557 | -2,357 | -8.4% | -$58.45万 | 减仓 |
| LRCX | Lam Research Corp | $635.72万 | 0.42% | 29,754 | 2,743 | 10.2% | $58.61万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $637.91万 | 0.42% | 51,316 | -2,989 | -5.5% | -$37.16万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ET | $643.67万 | 0.42% | 260,067 | -23,799 | -8.4% | -$58.90万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $654.90万 | 0.43% | 67,426 | -557 | -0.8% | -$5.41万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM USD0.01 | $659.26万 | 0.43% | 70,980 | -11,476 | -13.9% | -$106.59万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $662.08万 | 0.44% | 19,182 | -6,186 | -24.4% | -$213.51万 | 减仓 |
| IBM | INTERNATIONAL BUS MACH CORP CO | $679.12万 | 0.45% | 28,018 | -9,232 | -24.8% | -$223.77万 | 减仓 |
| JNJ | JOHNSON &JOHNSON COM USD1.00 | $699.79万 | 0.46% | 28,629 | -925 | -3.1% | -$22.61万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $710.97万 | 0.47% | 66,978 | -10,543 | -13.6% | -$111.91万 | 减仓 |
| PEP | PEPSICO INC | $711.95万 | 0.47% | 45,847 | -5,844 | -11.3% | -$90.75万 | 减仓 |
| KMI | KINDER MORGAN INC COM USD0.01 | $746.19万 | 0.49% | 222,544 | 31,307 | 16.4% | $104.97万 | 加仓 |
| GVI | ISHARES TR INTRM GOV CR ETF | $759.85万 | 0.50% | 71,227 | -1,282 | -1.8% | -$13.68万 | 减仓 |
| ORCL | ORACLE CORP | $762.07万 | 0.50% | 51,803 | -5,918 | -10.3% | -$87.06万 | 减仓 |
| TJX | TJX COMPANIES INC | $786.04万 | 0.52% | 49,220 | -13,157 | -21.1% | -$210.12万 | 减仓 |
| ADI | ANALOG DEVICES INC COM USD0.16 | $797.36万 | 0.53% | 25,063 | -2,649 | -9.6% | -$84.28万 | 减仓 |
| PG | PROCTER AND GAMBLE CO COM | $814.23万 | 0.54% | 56,372 | -4,052 | -6.7% | -$58.53万 | 减仓 |
| AMAT | APPLIED MATERIALS INC COM USD0 | $815.95万 | 0.54% | 23,873 | 1,451 | 6.5% | $49.59万 | 加仓 |
| UNP | UNION PAC CORP COM | $818.85万 | 0.54% | 33,750 | -4,530 | -11.8% | -$109.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORP COM USD0 | $887.87万 | 0.58% | 8,911 | -3,346 | -27.3% | -$333.39万 | 减仓 |
| WMT | WALMART INC COM | $908.87万 | 0.60% | 73,131 | -15,016 | -17.0% | -$186.62万 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $915.62万 | 0.60% | 47,736 | 1,531 | 3.3% | $29.37万 | 加仓 |
| ETN | EATON CORPORATION PLC | $971.66万 | 0.64% | 27,166 | -2,077 | -7.1% | -$74.29万 | 减仓 |
| TSLA | TESLA INC COM | $974.06万 | 0.64% | 26,202 | 2,391 | 10.0% | $88.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD | $990.89万 | 0.65% | 20,678 | -2,050 | -9.0% | -$98.24万 | 减仓 |
| LLY | ELI LILLY AND CO | $991.00万 | 0.65% | 10,775 | 1,245 | 13.1% | $114.51万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $1,000.89万 | 0.66% | 48,376 | -2,915 | -5.7% | -$60.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TO | $1,015.10万 | 0.67% | 31,642 | -357 | -1.1% | -$11.45万 | 减仓 |
| NFLX | NETFLIX INC | $1,116.57万 | 0.74% | 116,128 | -1,299 | -1.1% | -$12.49万 | 减仓 |
| HD | HOME DEPOT INC | $1,164.68万 | 0.77% | 35,412 | -10,447 | -22.8% | -$343.60万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1,207.49万 | 0.80% | 155,625 | -15,473 | -9.0% | -$120.05万 | 减仓 |
| DFIS | Dimensional International Smal | $1,218.30万 | 0.80% | 361,836 | 14,530 | 4.2% | $48.92万 | 加仓 |
| ABBV | ABBVIE INC COM USD0.01 | $1,267.74万 | 0.84% | 58,289 | -10,374 | -15.1% | -$225.63万 | 减仓 |
| — | EXXON MOBIL CORP | $1,330.26万 | 0.88% | 78,407 | -9,801 | -11.1% | -$166.28万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF IV | $1,470.54万 | 0.97% | 146,804 | -4,984 | -3.3% | -$49.92万 | 减仓 |
| V | VISA INC | $1,574.36万 | 1.04% | 52,089 | -2,413 | -4.4% | -$72.93万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMERGING | $1,579.73万 | 1.04% | 226,485 | -21,258 | -8.6% | -$148.27万 | 减仓 |
| META | META PLATFORMS INC CLASS A COM | $1,760.85万 | 1.16% | 30,777 | -1,412 | -4.4% | -$80.78万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 E | $1,812.88万 | 1.19% | 30,338 | -34 | -0.1% | -$2.03万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,167.59万 | 1.43% | 33,330 | -2,612 | -7.3% | -$169.87万 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $2,272.04万 | 1.50% | 177,337 | -8,631 | -4.6% | -$110.58万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,327.61万 | 1.53% | 81,141 | 1,836 | 2.3% | $52.67万 | 加仓 |