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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COMPANIES INC | $311.81万 | 0.20% | 20,582 | -28,638 | -58.2% | -$433.86万 | 减仓 |
| PLD | PROLOGIS INC. COM | $316.99万 | 0.20% | 23,399 | -1,751 | -7.0% | -$23.72万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $317.29万 | 0.20% | 25,772 | -3,233 | -11.1% | -$39.80万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $321.02万 | 0.20% | 8,715 | -420 | -4.6% | -$15.47万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $322.25万 | 0.20% | 4,376 | -3,289 | -42.9% | -$242.20万 | 减仓 |
| UAL | United Airlines Holdings Inc | $324.05万 | 0.20% | 23,829 | -3,662 | -13.3% | -$49.80万 | 减仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ET | $324.43万 | 0.20% | 47,425 | -2,047 | -4.1% | -$14.00万 | 减仓 |
| ETR | Entergy Corp | $328.70万 | 0.21% | 28,617 | -1,019 | -3.4% | -$11.70万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $333.72万 | 0.21% | 57,918 | -1,660 | -2.8% | -$9.56万 | 减仓 |
| ALL | ALLSTATE CORP COM USD0.01 | $341.02万 | 0.21% | 14,332 | -458 | -3.1% | -$10.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM USD | $341.70万 | 0.22% | 10,020 | 51 | 0.5% | $1.74万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $345.57万 | 0.22% | 15,504 | -2,787 | -15.2% | -$62.12万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM USD0.0 | $348.23万 | 0.22% | 27,562 | 216 | 0.8% | $2.73万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $353.49万 | 0.22% | 14,939 | -45 | -0.3% | -$1.06万 | 减仓 |
| IDXX | IDEXX LABORATORIES INC COM USD | $356.08万 | 0.22% | 6,764 | -571 | -7.8% | -$30.06万 | 减仓 |
| SNA | SNAP-ON INC | $358.00万 | 0.23% | 8,897 | -447 | -4.8% | -$17.99万 | 减仓 |
| BEN | FRANKLIN RES INC | $359.27万 | 0.23% | 107,987 | -18,861 | -14.9% | -$62.75万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $363.54万 | 0.23% | 13,958 | -1,594 | -10.2% | -$41.52万 | 减仓 |
| PLTR | Palantir Technologies Inc | $365.70万 | 0.23% | 31,345 | -578 | -1.8% | -$6.74万 | 减仓 |
| FE | FIRSTENERGY CORP | $369.48万 | 0.23% | 77,720 | -8,770 | -10.1% | -$41.69万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC COM US | $379.89万 | 0.24% | 14,045 | 12,269 | 690.8% | $331.85万 | 加仓 |
| EVRG | EVERGY INC | $388.40万 | 0.24% | 44,939 | -6,836 | -13.2% | -$59.08万 | 减仓 |
| ACWX | ISHARES TR MSCI ACWI EX US | $395.36万 | 0.25% | 51,946 | -893 | -1.7% | -$6.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $403.45万 | 0.25% | 44,462 | -7,515 | -14.5% | -$68.19万 | 减仓 |
| VEA | VANGUARD FTSE Developed Market | $404.87万 | 0.26% | 56,824 | -10,950 | -16.2% | -$78.02万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $416.90万 | 0.26% | 176,505 | -18,572 | -9.5% | -$43.87万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $422.67万 | 0.27% | 34,040 | -14,856 | -30.4% | -$184.47万 | 减仓 |
| APH | AMPHENOL CORP CLASS A COM USD0 | $439.90万 | 0.28% | 24,949 | -3,438 | -12.1% | -$60.62万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $441.21万 | 0.28% | 42,441 | 3,265 | 8.3% | $33.94万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $455.62万 | 0.29% | 76,331 | 312 | 0.4% | $1.86万 | 加仓 |
| TROW | PRICE T ROWE GROUPS COM USD0.2 | $456.38万 | 0.29% | 40,142 | -7,932 | -16.5% | -$90.18万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM US | $457.77万 | 0.29% | 4,526 | -62 | -1.4% | -$6.27万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $461.15万 | 0.29% | 15,869 | -3,313 | -17.3% | -$96.28万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $468.97万 | 0.30% | 8,073 | -228 | -2.7% | -$13.24万 | 减仓 |
| SCZ | iShares MSCI EAFE Small-Cap ET | $472.13万 | 0.30% | 57,388 | -2,979 | -4.9% | -$24.51万 | 减仓 |
| AMCR | Amcor PLC $ | $483.58万 | 0.30% | 111,552 | 52,531 | 89.0% | $227.72万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $488.13万 | 0.31% | 27,386 | -2,239 | -7.6% | -$39.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $514.14万 | 0.32% | 12,929 | -789 | -5.8% | -$31.38万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $542.15万 | 0.34% | 42,831 | -2,965 | -6.5% | -$37.53万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $544.58万 | 0.34% | 180,325 | 6,412 | 3.7% | $19.36万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $550.06万 | 0.35% | 54,640 | 1,981 | 3.8% | $19.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $556.52万 | 0.35% | 77,348 | -5,494 | -6.6% | -$39.53万 | 减仓 |
| VLUE | ISHARES TR MSCI USA VALUE | $566.86万 | 0.36% | 28,370 | -2,153 | -7.1% | -$43.02万 | 减仓 |
| MRK | MERCK &CO. INC COM | $575.24万 | 0.36% | 44,766 | -2,942 | -6.2% | -$37.80万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $578.43万 | 0.36% | 19,252 | -6,305 | -24.7% | -$189.43万 | 减仓 |
| KO | COCA-COLA CO | $589.95万 | 0.37% | 72,592 | -2,609 | -3.5% | -$21.20万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM USD0.01 | $605.35万 | 0.38% | 68,971 | -2,009 | -2.8% | -$17.63万 | 减仓 |
| PEP | PEPSICO INC | $605.71万 | 0.38% | 44,735 | -1,112 | -2.4% | -$15.06万 | 减仓 |
| IQLT | ISHARES TR MSCI INTL QUALTY | $615.69万 | 0.39% | 124,256 | -2,930 | -2.3% | -$14.52万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ET | $639.14万 | 0.40% | 230,737 | -29,330 | -11.3% | -$81.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $674.40万 | 0.43% | 5,842 | 2,662 | 83.7% | $307.30万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $694.72万 | 0.44% | 66,877 | -549 | -0.8% | -$5.70万 | 减仓 |
| JNJ | JOHNSON &JOHNSON COM USD1.00 | $697.70万 | 0.44% | 27,472 | -1,157 | -4.0% | -$29.38万 | 减仓 |
| ORCL | ORACLE CORP | $701.98万 | 0.44% | 47,901 | -3,902 | -7.5% | -$57.18万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $703.05万 | 0.44% | 65,327 | -1,651 | -2.5% | -$17.77万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $738.54万 | 0.47% | 49,797 | -1,519 | -3.0% | -$22.53万 | 减仓 |
| IBM | INTERNATIONAL BUS MACH CORP CO | $743.90万 | 0.47% | 26,454 | -1,564 | -5.6% | -$43.98万 | 减仓 |
| KMI | KINDER MORGAN INC COM USD0.01 | $751.33万 | 0.47% | 235,012 | 12,468 | 5.6% | $39.86万 | 加仓 |
| PG | PROCTER AND GAMBLE CO COM | $790.02万 | 0.50% | 53,875 | -2,497 | -4.4% | -$36.62万 | 减仓 |
| WMT | WALMART INC COM | $792.95万 | 0.50% | 70,012 | -3,119 | -4.3% | -$35.33万 | 减仓 |
| NFLX | NETFLIX INC | $795.36万 | 0.50% | 111,394 | -4,734 | -4.1% | -$33.80万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $813.55万 | 0.51% | 49,079 | 703 | 1.5% | $11.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORP COM USD0 | $817.23万 | 0.52% | 8,736 | -175 | -2.0% | -$16.37万 | 减仓 |
| UNP | UNION PAC CORP COM | $872.21万 | 0.55% | 32,067 | -1,683 | -5.0% | -$45.78万 | 减仓 |
| ADI | ANALOG DEVICES INC COM USD0.16 | $915.69万 | 0.58% | 23,055 | -2,008 | -8.0% | -$79.75万 | 减仓 |
| TSLA | TESLA INC COM | $1,019.78万 | 0.64% | 24,246 | -1,956 | -7.5% | -$82.27万 | 减仓 |
| LRCX | Lam Research Corp | $1,026.78万 | 0.65% | 23,695 | -6,059 | -20.4% | -$262.56万 | 减仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $1,035.34万 | 0.65% | 47,183 | -553 | -1.2% | -$12.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD | $1,035.81万 | 0.65% | 20,700 | 22 | 0.1% | $1.10万 | 加仓 |
| — | EXXON MOBIL CORP | $1,076.90万 | 0.68% | 78,767 | 360 | 0.5% | $4.92万 | 加仓 |
| GVI | ISHARES TR INTRM GOV CR ETF | $1,082.59万 | 0.68% | 102,040 | 30,813 | 43.3% | $326.91万 | 加仓 |
| HD | HOME DEPOT INC | $1,100.60万 | 0.69% | 31,207 | -4,205 | -11.9% | -$148.30万 | 减仓 |
| ETN | EATON CORPORATION PLC | $1,121.30万 | 0.71% | 26,315 | -851 | -3.1% | -$36.26万 | 减仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TO | $1,161.43万 | 0.73% | 31,387 | -255 | -0.8% | -$9.44万 | 减仓 |
| LLY | ELI LILLY AND CO | $1,187.87万 | 0.75% | 9,903 | -872 | -8.1% | -$104.60万 | 减仓 |
| AMAT | APPLIED MATERIALS INC COM USD0 | $1,211.71万 | 0.76% | 16,760 | -7,113 | -29.8% | -$514.25万 | 减仓 |
| DFIS | Dimensional International Smal | $1,342.92万 | 0.85% | 383,364 | 21,528 | 5.9% | $75.41万 | 加仓 |
| ABBV | ABBVIE INC COM USD0.01 | $1,394.91万 | 0.88% | 55,432 | -2,857 | -4.9% | -$71.89万 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $1,458.49万 | 0.92% | 92,915 | 91,292 | 5,624.9% | $1,433.01万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1,520.31万 | 0.96% | 129,432 | -26,193 | -16.8% | -$307.66万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF IV | $1,606.51万 | 1.01% | 132,310 | -14,494 | -9.9% | -$175.99万 | 减仓 |
| V | VISA INC | $1,653.56万 | 1.04% | 48,196 | -3,893 | -7.5% | -$133.57万 | 减仓 |
| META | META PLATFORMS INC CLASS A COM | $1,674.11万 | 1.06% | 29,720 | -1,057 | -3.4% | -$59.54万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 E | $1,946.69万 | 1.23% | 28,344 | -1,994 | -6.6% | -$136.95万 | 减仓 |
| IEMG | ISHARES INC CORE MSCI EMERGING | $1,995.07万 | 1.26% | 240,834 | 14,349 | 6.3% | $118.87万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,425.62万 | 1.53% | 68,650 | -12,491 | -15.4% | -$441.35万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,428.85万 | 1.53% | 32,525 | -805 | -2.4% | -$60.11万 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $2,477.61万 | 1.56% | 169,224 | -8,113 | -4.6% | -$118.78万 | 减仓 |
| VCRB | Vanguard Core Bond ETF | $2,579.18万 | 1.63% | 333,949 | 10,738 | 3.3% | $82.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,716.27万 | 1.71% | 82,982 | -11,629 | -12.3% | -$380.65万 | 减仓 |
| AGG | ISHARES TRUST CORE US AGGBD ET | $3,197.19万 | 2.02% | 323,014 | -1,793 | -0.6% | -$17.75万 | 减仓 |
| AMZN | AMAZON.COM INC | $3,370.05万 | 2.12% | 141,397 | -69,822 | -33.1% | -$1,664.13万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,464.95万 | 2.18% | 96,957 | -10,738 | -10.0% | -$383.74万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $3,602.81万 | 2.27% | 48,109 | -6,326 | -11.6% | -$473.74万 | 减仓 |
| AVGO | BROADCOM INC COM | $4,148.47万 | 2.62% | 109,821 | -29,554 | -21.2% | -$1,116.40万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE | $4,549.91万 | 2.87% | 276,422 | 15,220 | 5.8% | $250.52万 | 加仓 |
| NVDA | Nvidia Corporation Com | $4,619.39万 | 2.91% | 230,866 | -17,142 | -6.9% | -$342.99万 | 减仓 |
| IWX | iShares Russell Top 200 Value | $5,026.59万 | 3.17% | 477,994 | 18,046 | 3.9% | $189.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,034.96万 | 3.17% | 134,978 | -14,713 | -9.8% | -$548.83万 | 减仓 |
| IEFA | ISHARES TRUST CORE MSCI EAFE E | $5,173.62万 | 3.26% | 535,683 | 27,298 | 5.4% | $263.64万 | 加仓 |