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 |
|---|---|---|---|---|---|---|---|---|
| IT | GARTNER INC COM USD0.0005 | $36.13万 | 0.02% | 2,283 | 26 | 1.2% | $4,115 | 加仓 |
| TOLZ | PROSHARES TRUST BROOKFIELD GLO | $36.10万 | 0.02% | 6,018 | -637 | -9.6% | -$3.82万 | 减仓 |
| STT | STATE STREET CORP | $36.10万 | 0.02% | 2,853 | -546 | -16.1% | -$6.91万 | 减仓 |
| UNM | UNUM GROUP | $36.07万 | 0.02% | 4,939 | 75 | 1.5% | $5,477 | 加仓 |
| CPAY | Corpay Inc | $35.36万 | 0.02% | 1,215 | -536 | -30.6% | -$15.60万 | 减仓 |
| IEF | ISHARES TRUST 7-10 YEAR TREASU | $35.30万 | 0.02% | 3,699 | 3,699 | — | $35.30万 | 新建仓 |
| SOLS | Solstice Advanced Materials In | $35.10万 | 0.02% | 4,608 | -1,373 | -23.0% | -$10.46万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $35.02万 | 0.02% | 391 | -74 | -15.9% | -$6.63万 | 减仓 |
| XLV | HEALTH CARE SELECT SPDR | $34.97万 | 0.02% | 2,385 | -30 | -1.2% | -$4,398 | 减仓 |
| ICSH | iShares Ultra Short-Term Bond | $34.19万 | 0.02% | 6,755 | -7,003 | -50.9% | -$35.45万 | 减仓 |
| WELL | WELLTOWER INC COM | $34.07万 | 0.02% | 1,724 | -138 | -7.4% | -$2.73万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $33.64万 | 0.02% | 775 | -13 | -1.6% | -$5,643 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $32.83万 | 0.02% | 1,144 | -39 | -3.3% | -$1.12万 | 减仓 |
| EME | EMCOR GROUP INC | $32.78万 | 0.02% | 444 | 47 | 11.8% | $3.47万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM ST | $32.64万 | 0.02% | 1,119 | -155 | -12.2% | -$4.52万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $31.35万 | 0.02% | 738 | -89 | -10.8% | -$3.78万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.95万 | 0.02% | 3,865 | -10 | -0.3% | -$801 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $30.62万 | 0.02% | 5,106 | -1 | -0.0% | -$60 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $30.42万 | 0.02% | 2,322 | -134 | -5.5% | -$1.76万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $30.19万 | 0.02% | 1,390 | -110 | -7.3% | -$2.39万 | 减仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES | $30.09万 | 0.02% | 793 | -220 | -21.7% | -$8.35万 | 减仓 |
| NRG | NRG ENERGY INC | $29.66万 | 0.02% | 2,030 | -26 | -1.3% | -$3,798 | 减仓 |
| TMUS | T-MOBILE US INC COM | $28.97万 | 0.02% | 1,379 | -36 | -2.5% | -$7,562 | 减仓 |
| IRM | IRON MTN INC DEL COM | $28.82万 | 0.02% | 2,822 | 37 | 1.3% | $3,779 | 加仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $28.41万 | 0.02% | 3,570 | -491 | -12.1% | -$3.91万 | 减仓 |
| HPQ | HP INC COM | $28.09万 | 0.02% | 14,624 | 1,560 | 11.9% | $3.00万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM | $28.01万 | 0.02% | 10,202 | 10,202 | — | $28.01万 | 新建仓 |
| F | FORD MTR CO DEL COM | $28.01万 | 0.02% | 24,276 | 731 | 3.1% | $8,436 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $27.80万 | 0.02% | 3,075 | -56 | -1.8% | -$5,064 | 减仓 |
| FHLC | Fidelity MSCI Health Care Inde | $27.68万 | 0.02% | 3,934 | 3 | 0.1% | $211 | 加仓 |
| BSV | Vanguard Short-Term Bond Index | $27.33万 | 0.02% | 3,486 | -836 | -19.3% | -$6.56万 | 减仓 |
| VONG | Vanguard Russell 1000 Growth E | $27.24万 | 0.02% | 2,483 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE ETF ULTRA | $27.18万 | 0.02% | 5,371 | -6,532 | -54.9% | -$33.06万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $26.98万 | 0.02% | 787 | -34 | -4.1% | -$1.17万 | 减仓 |
| ROST | ROSS STORES INC | $26.98万 | 0.02% | 1,245 | 1 | 0.1% | $217 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $26.92万 | 0.02% | 1,166 | 56 | 5.0% | $1.29万 | 加仓 |
| FNCL | Fidelity MSCI Financials Index | $26.41万 | 0.02% | 3,762 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $26.18万 | 0.02% | 8,179 | -34,013 | -80.6% | -$108.88万 | 减仓 |
| CHRW | CH ROBINSON WORLDWIDE INC COM | $26.03万 | 0.02% | 1,568 | 1,568 | — | $26.03万 | 新建仓 |
| FIDU | Fidelity MSCI Industrials Inde | $25.63万 | 0.02% | 2,962 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP INC | $25.15万 | 0.02% | 3,107 | -15 | -0.5% | -$1,214 | 减仓 |
| NOW | SERVICENOW INC COM USD0.001 | $24.46万 | 0.02% | 2,340 | -185 | -7.3% | -$1.93万 | 减仓 |
| XLU | UTILITIES SELECT SECTOR SPDR F | $24.41万 | 0.02% | 5,320 | -1,156 | -17.9% | -$5.30万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPOR | $23.73万 | 0.02% | 2,994 | 205 | 7.4% | $1.63万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $23.72万 | 0.02% | 5,104 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $23.58万 | 0.02% | 2,816 | 2,816 | — | $23.58万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC COM USD0. | $23.54万 | 0.02% | 4,005 | 4,005 | — | $23.54万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $23.30万 | 0.02% | 3,769 | 116 | 3.2% | $7,171 | 加仓 |
| EWU | ISHARES MSCI UNITED KINGDOME E | $23.10万 | 0.02% | 5,071 | 471 | 10.2% | $2.15万 | 加仓 |
| SYY | SYSCO CORP | $23.08万 | 0.02% | 3,235 | -558 | -14.7% | -$3.98万 | 减仓 |
| PWR | QUANTA SERVICES COM USD0.00001 | $23.00万 | 0.02% | 419 | 419 | — | $23.00万 | 新建仓 |
| WDAY | WORKDAY INC COM USD0.001 CL A | $22.83万 | 0.02% | 1,757 | -1,849 | -51.3% | -$24.03万 | 减仓 |
| FCOM | Fidelity MSCI Communication Se | $22.82万 | 0.02% | 3,349 | 2 | 0.1% | $136 | 加仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FUN | $22.80万 | 0.02% | 615 | 0 | 0.0% | — | 不变 |
| AKRE | Profesionally Managed Portfoli | $22.77万 | 0.02% | 4,309 | -7,592 | -63.8% | -$40.12万 | 减仓 |
| FLEX | FLEX LTD COM USD0.01 | $22.77万 | 0.01% | 3,478 | -121 | -3.4% | -$7,921 | 减仓 |
| VXUS | Vanguard Total International S | $22.70万 | 0.01% | 2,944 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $22.69万 | 0.01% | 13,811 | -739 | -5.1% | -$1.21万 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON | $22.65万 | 0.01% | 2,746 | 78 | 2.9% | $6,434 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $22.46万 | 0.01% | 1,623 | -173 | -9.6% | -$2.39万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR ENERGY | $22.36万 | 0.01% | 3,650 | 3,650 | — | $22.36万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $22.32万 | 0.01% | 2,972 | -1,307 | -30.5% | -$9.82万 | 减仓 |
| MCO | MOODYS CORP COM USD0.01 | $22.12万 | 0.01% | 507 | -564 | -52.7% | -$24.61万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.09万 | 0.01% | 3,521 | -828 | -19.0% | -$5.20万 | 减仓 |
| CPRT | COPART INC COM USD0.0001 | $21.88万 | 0.01% | 6,591 | -953 | -12.6% | -$3.16万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $21.54万 | 0.01% | 1,862 | -211 | -10.2% | -$2.44万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $21.44万 | 0.01% | 549 | -34 | -5.8% | -$1.33万 | 减仓 |
| AEE | AMEREN CORP COM USD0.01 | $21.32万 | 0.01% | 1,940 | -373 | -16.1% | -$4.10万 | 减仓 |
| PNR | PENTAIR PLC SHS | $21.31万 | 0.01% | 2,447 | 2,447 | — | $21.31万 | 新建仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $21.26万 | 0.01% | 1,033 | -400 | -27.9% | -$8.23万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $21.23万 | 0.01% | 922 | -82 | -8.2% | -$1.89万 | 减仓 |
| MAR | MARRIOTT INTERNATIONAL INC | $20.98万 | 0.01% | 642 | -15 | -2.3% | -$4,903 | 减仓 |
| SCHP | Schwab U.S. TIPs ETF | $20.60万 | 0.01% | 7,743 | -2,218 | -22.3% | -$5.90万 | 减仓 |
| VTRS | VIATRIS INC COM | $20.58万 | 0.01% | 15,235 | 2,192 | 16.8% | $2.96万 | 加仓 |
| FTI | Technipfmc PLC | $20.52万 | 0.01% | 2,969 | 2,969 | — | $20.52万 | 新建仓 |
| USB | US BANCORP | $20.14万 | 0.01% | 3,873 | 3,873 | — | $20.14万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP. COM | $20.07万 | 0.01% | 742 | 742 | — | $20.07万 | 新建仓 |
| TPR | TAPESTRY INC COM | $20.01万 | 0.01% | 1,419 | 1,419 | — | $20.01万 | 新建仓 |
| SAN | BANCO SANTANDER, S.A. SPON ADR | $15.70万 | 0.01% | 13,922 | -245 | -1.7% | -$2,764 | 减仓 |
| COUR | Coursera Inc | $13.64万 | 0.01% | 23,438 | 23,438 | — | $13.64万 | 新建仓 |
| — | Udemy Inc | $9.02万 | 0.01% | 19,531 | 19,531 | — | $9.02万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP SPON AD | $8.09万 | 0.01% | 10,183 | -362 | -3.4% | -$2,874 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONS | $6.64万 | 0.00% | 13,198 | -135 | -1.0% | -$679 | 减仓 |
| — | AMCOR PLC ORD USD0.01 | $0 | 0.00% | 0 | -93,640 | -100.0% | -$390.48万 | 清仓 |
| HOOD | Robinhood Mkts Inc | $0 | 0.00% | 0 | -7,500 | -100.0% | -$84.83万 | 清仓 |
| XLY | CONSUMER DISCRETIONARY SPDR | $0 | 0.00% | 0 | -6,306 | -100.0% | -$75.30万 | 清仓 |
| AZN | ASTRAZENECA ADR REP 0.5 ORD | $0 | 0.00% | 0 | -3,120 | -100.0% | -$57.37万 | 清仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALU | $0 | 0.00% | 0 | -11,749 | -100.0% | -$54.74万 | 清仓 |
| MINT | PIMCO ETF TRUST ENHANCED SHORT | $0 | 0.00% | 0 | -4,065 | -100.0% | -$40.79万 | 清仓 |
| TECH | BIO-TECHNE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIV | DIMENSIONAL INTERNATIONAL VAL | $0 | 0.00% | 0 | -6,873 | -100.0% | -$34.30万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR FINANCIA | $0 | 0.00% | 0 | -6,219 | -100.0% | -$34.06万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,032 | -100.0% | -$30.03万 | 清仓 |
| — | DIMENSIONAL U S SMALL CAP ETF | $0 | 0.00% | 0 | -4,152 | -100.0% | -$28.93万 | 清仓 |
| IOT | Samsara Inc | $0 | 0.00% | 0 | -7,870 | -100.0% | -$27.90万 | 清仓 |
| CBRE | CBRE GROUP INC COM USD0.01 CLA | $0 | 0.00% | 0 | -1,692 | -100.0% | -$27.21万 | 清仓 |
| — | AVALONBAY COMMUNITIES INC COM | $0 | 0.00% | 0 | -1,490 | -100.0% | -$27.02万 | 清仓 |
| SAP | SAP ADR REP 1 ORD | $0 | 0.00% | 0 | -1,110 | -100.0% | -$26.96万 | 清仓 |
| GIS | GENERAL MILLS INC COM USD0.10 | $0 | 0.00% | 0 | -5,308 | -100.0% | -$24.68万 | 清仓 |
| NLY | Annaly Capital Management Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |