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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | $93.26万 | 0.06% | 2,135 | -1 | -0.0% | -$437 | 减仓 |
| JQUA | JPMorgan U.S. Quality Factor E | $92.38万 | 0.06% | 15,065 | -130 | -0.9% | -$7,972 | 减仓 |
| FTEC | Fidelity MSCI Information Tech | $92.22万 | 0.06% | 4,433 | -972 | -18.0% | -$20.22万 | 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 |
| CVS | CVS HEALTH CORPORATION COM | $90.57万 | 0.06% | 12,610 | -1,277 | -9.2% | -$9.17万 | 减仓 |
| MDLZ | MONDELEZ INTL INC COM NPV | $89.93万 | 0.06% | 15,602 | -10,702 | -40.7% | -$61.69万 | 减仓 |
| VGT | VANGUARD INFORMATION TECH E | $89.31万 | 0.06% | 1,280 | 702 | 121.5% | $48.98万 | 加仓 |
| LOW | LOWES COMPANIES INC COM USD0.5 | $84.58万 | 0.06% | 3,579 | -150 | -4.0% | -$3.54万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $81.46万 | 0.05% | 1,384 | -57 | -4.0% | -$3.35万 | 减仓 |
| CRM | SALESFORCE INC COM | $81.30万 | 0.05% | 4,355 | -1,108 | -20.3% | -$20.68万 | 减仓 |
| IGF | iShares S&P Global Infrastruct | $80.90万 | 0.05% | 12,074 | -1,409 | -10.5% | -$9.44万 | 减仓 |
| BX | BLACKSTONE INC | $80.35万 | 0.05% | 6,988 | -180 | -2.5% | -$2.07万 | 减仓 |
| IWO | iShares Russell 2000 Growth ET | $79.61万 | 0.05% | 2,537 | -720 | -22.1% | -$22.59万 | 减仓 |
| MMM | 3M CO | $78.63万 | 0.05% | 5,414 | 654 | 13.7% | $9.50万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $78.39万 | 0.05% | 2,807 | -29 | -1.0% | -$8,099 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $77.74万 | 0.05% | 10,186 | -39,385 | -79.5% | -$300.59万 | 减仓 |
| AES | AES CORP | $76.42万 | 0.05% | 54,240 | -1,471 | -2.6% | -$2.07万 | 减仓 |
| NI | NISOURCE INC 00500 | $73.81万 | 0.05% | 15,818 | -6,552 | -29.3% | -$30.57万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO COM USD1. | $73.70万 | 0.05% | 8,648 | -24 | -0.3% | -$2,045 | 减仓 |
| BP | BP PLC SPONSORED ADR | $73.49万 | 0.05% | 15,637 | -310 | -1.9% | -$1.46万 | 减仓 |
| DAL | DELTA AIR LINES INC | $73.24万 | 0.05% | 11,017 | -6,307 | -36.4% | -$41.93万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BN | $73.15万 | 0.05% | 9,934 | -2,386 | -19.4% | -$17.57万 | 减仓 |
| CDW | CDW CORP COM USD0.01 | $72.97万 | 0.05% | 6,030 | -4,432 | -42.4% | -$53.63万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $72.51万 | 0.05% | 2,118 | -337 | -13.7% | -$11.54万 | 减仓 |
| IAU | iShares Gold Trust | $71.87万 | 0.05% | 8,152 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab US Dividend Equity ETF | $71.50万 | 0.05% | 23,306 | -13,443 | -36.6% | -$41.24万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM U | $71.19万 | 0.05% | 6,246 | -5,511 | -46.9% | -$62.82万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP COM | $70.29万 | 0.05% | 3,853 | -575 | -13.0% | -$10.49万 | 减仓 |
| WFC | WELLS FARGO CO NEW COM | $69.72万 | 0.05% | 8,758 | -1,533 | -14.9% | -$12.20万 | 减仓 |
| O | REALTY INCOME CORP COM | $69.17万 | 0.05% | 11,306 | 383 | 3.5% | $2.34万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTU | $69.08万 | 0.05% | 2,044 | -26 | -1.3% | -$8,787 | 减仓 |
| IQV | IQVIA HLDGS INC COM | $69.04万 | 0.05% | 4,049 | -1,038 | -20.4% | -$17.70万 | 减仓 |
| — | ELECTRONIC ARTS INC | $68.31万 | 0.04% | 3,351 | -1,740 | -34.2% | -$35.47万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL | $68.26万 | 0.04% | 5,213 | -184 | -3.4% | -$2.41万 | 减仓 |
| REET | ISHARES TRUST GLOBAL REIT ETF | $68.14万 | 0.04% | 27,093 | -11,036 | -28.9% | -$27.76万 | 减仓 |
| DOW | DOW INC COM | $67.50万 | 0.04% | 16,207 | 13 | 0.1% | $541 | 加仓 |
| EBAY | EBAY INC. COM | $66.70万 | 0.04% | 7,328 | -355 | -4.6% | -$3.23万 | 减仓 |
| CMI | CUMMINS INC | $66.48万 | 0.04% | 1,235 | -7 | -0.6% | -$3,768 | 减仓 |
| LIN | LINDE PLC COM | $66.17万 | 0.04% | 1,335 | -663 | -33.2% | -$32.86万 | 减仓 |
| MS | MORGAN STANLEY COM USD0.01 | $65.62万 | 0.04% | 3,987 | -271 | -6.4% | -$4.46万 | 减仓 |
| YUM | YUM! BRANDS INC | $64.59万 | 0.04% | 4,154 | 176 | 4.4% | $2.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $64.51万 | 0.04% | 4,921 | -8,267 | -62.7% | -$108.37万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC COM USD1 | $64.05万 | 0.04% | 3,300 | -7 | -0.2% | -$1,359 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $63.88万 | 0.04% | 8,975 | 1,086 | 13.8% | $7.73万 | 加仓 |
| AYI | ACUITY INC | $63.83万 | 0.04% | 2,278 | -21 | -0.9% | -$5,885 | 减仓 |
| BBY | BEST BUY CO INC COM USD0.10 | $63.57万 | 0.04% | 9,902 | -4,445 | -31.0% | -$28.54万 | 减仓 |
| ECL | ECOLAB INC | $61.93万 | 0.04% | 2,328 | -266 | -10.3% | -$7.08万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $61.68万 | 0.04% | 1,303 | -170 | -11.5% | -$8.05万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL | $61.04万 | 0.04% | 5,595 | -6,990 | -55.5% | -$76.25万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX FUND | $60.57万 | 0.04% | 2,109 | -33 | -1.5% | -$9,477 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $59.52万 | 0.04% | 6,093 | -129 | -2.1% | -$1.26万 | 减仓 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $59.18万 | 0.04% | 20,316 | 2 | 0.0% | $58 | 加仓 |
| PNC | PNC FINANCIAL SERVICES GROUP C | $58.22万 | 0.04% | 2,798 | -385 | -12.1% | -$8.01万 | 减仓 |
| TFLO | iShares Treasury Floating Rate | $57.61万 | 0.04% | 11,379 | -3,773 | -24.9% | -$19.10万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $57.44万 | 0.04% | 6,222 | -11,181 | -64.2% | -$103.21万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $57.13万 | 0.04% | 7,885 | -1,969 | -20.0% | -$14.27万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC COM USD | $57.13万 | 0.04% | 1,371 | -3 | -0.2% | -$1,250 | 减仓 |
| NEM | NEWMONT CORP COM ISIN #US65163 | $57.03万 | 0.04% | 5,269 | -464 | -8.1% | -$5.02万 | 减仓 |
| KLAC | KLA CORP COM NEW | $56.56万 | 0.04% | 385 | -21 | -5.2% | -$3.08万 | 减仓 |
| FEZ | SPDR EURO STOXX 50 ETF | $56.13万 | 0.04% | 9,042 | 2,333 | 34.8% | $14.48万 | 加仓 |
| AZN | AstraZeneca PLC | $55.60万 | 0.04% | 2,819 | 2,819 | — | $55.60万 | 新建仓 |
| HIG | Hartford Insurance Group Inc C | $54.66万 | 0.04% | 4,042 | -81 | -2.0% | -$1.10万 | 减仓 |
| INTU | INTUIT INC | $54.18万 | 0.04% | 1,253 | -1,252 | -50.0% | -$54.14万 | 减仓 |
| POOL | POOL CORP COM | $53.85万 | 0.04% | 2,661 | -1,353 | -33.7% | -$27.38万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $52.24万 | 0.03% | 11,245 | -259 | -2.3% | -$1.20万 | 减仓 |
| IDEV | iShares Core MSCI Internationa | $51.33万 | 0.03% | 6,142 | 6,142 | — | $51.33万 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $51.01万 | 0.03% | 11,095 | -1,640 | -12.9% | -$7.54万 | 减仓 |
| PAYX | PAYCHEX INC COM USD0.01 | $49.45万 | 0.03% | 5,368 | 145 | 2.8% | $1.34万 | 加仓 |
| NVS | NOVARTIS AG | $48.82万 | 0.03% | 3,196 | -214 | -6.3% | -$3.27万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $48.14万 | 0.03% | 2,789 | -16 | -0.6% | -$2,762 | 减仓 |
| PSX | PHILLIPS 66 COM | $47.15万 | 0.03% | 2,589 | 102 | 4.1% | $1.86万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $46.86万 | 0.03% | 3,983 | -1,095 | -21.6% | -$12.88万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC COM US | $46.21万 | 0.03% | 1,776 | -119 | -6.3% | -$3.10万 | 减仓 |
| CTAS | CINTAS CORP | $45.40万 | 0.03% | 2,684 | -187 | -6.5% | -$3.16万 | 减仓 |
| EMLC | VANECK J P MORGAN EM LCL CRY B | $44.15万 | 0.03% | 17,583 | -5,537 | -23.9% | -$13.90万 | 减仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REG | $43.85万 | 0.03% | 332 | 5 | 1.5% | $6,604 | 加仓 |
| AFL | AFLAC INC COM USD0.10 | $43.85万 | 0.03% | 3,997 | -126 | -3.1% | -$1.38万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $43.36万 | 0.03% | 5,959 | -62 | -1.0% | -$4,512 | 减仓 |
| SHEL | SHELL PLC SPON ADS EA REP 2 OR | $43.18万 | 0.03% | 4,643 | 246 | 5.6% | $2.29万 | 加仓 |
| DLR | DIGITAL REALTY TRUST INC | $42.26万 | 0.03% | 2,346 | -19 | -0.8% | -$3,423 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $41.88万 | 0.03% | 5,823 | -383 | -6.2% | -$2.75万 | 减仓 |
| TLH | iShares 10-20 Year Treasury Bo | $40.86万 | 0.03% | 4,057 | -6,557 | -61.8% | -$66.04万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $40.10万 | 0.03% | 1,421 | -324 | -18.6% | -$9.14万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $39.15万 | 0.03% | 4,414 | -1,323 | -23.1% | -$11.74万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $39.10万 | 0.03% | 2,382 | -55 | -2.3% | -$9,027 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES IN | $38.91万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM US | $38.83万 | 0.03% | 1,083 | -92 | -7.8% | -$3.30万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS | $38.73万 | 0.03% | 7,232 | -296 | -3.9% | -$1.59万 | 减仓 |
| BA | BOEING CO COM USD5.00 | $38.39万 | 0.03% | 1,929 | -94 | -4.6% | -$1.87万 | 减仓 |
| NXPI | NXP Semiconductors NV | $38.21万 | 0.03% | 1,941 | 506 | 35.3% | $9.96万 | 加仓 |
| NKE | NIKE INC CLASS B COM NPV | $38.01万 | 0.03% | 7,196 | -4,363 | -37.7% | -$23.04万 | 减仓 |
| SPG | SIMON PROPERTY GROUP INC | $37.80万 | 0.02% | 2,027 | -113 | -5.3% | -$2.11万 | 减仓 |
| GM | GENERAL MTRS CO COM | $37.80万 | 0.02% | 5,073 | -5,248 | -50.8% | -$39.10万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM USD1 | $37.53万 | 0.02% | 551 | 6 | 1.1% | $4,086 | 加仓 |
| IWD | iShares Russell 1000 Value ETF | $37.48万 | 0.02% | 1,754 | -550 | -23.9% | -$11.75万 | 减仓 |
| GLDM | SPDR Gold MiniShares Trust | $37.17万 | 0.02% | 4,010 | 4,010 | — | $37.17万 | 新建仓 |
| VTV | VANGUARD INDEX FUNDS - VANGUAR | $37.12万 | 0.02% | 1,892 | -951 | -33.5% | -$18.66万 | 减仓 |
| DSI | iShares MSCI KLD 400 Social ET | $36.94万 | 0.02% | 3,048 | -1,128 | -27.0% | -$13.67万 | 减仓 |
| FDX | FEDEX CORP COM USD0.10 | $36.52万 | 0.02% | 1,026 | -24 | -2.3% | -$8,543 | 减仓 |
| GLW | CORNING INC | $36.39万 | 0.02% | 2,676 | -433 | -13.9% | -$5.89万 | 减仓 |