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 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -4,133 | -100.0% | -$24.13万 | 清仓 |
| BDX | BECTON DICKINSON &CO COM USD1. | $0 | 0.00% | 0 | -1,241 | -100.0% | -$24.08万 | 清仓 |
| RSP | Invesco S&P 500 Equal Weight E | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COR | CENCORA INC COM | $0 | 0.00% | 0 | -700 | -100.0% | -$23.63万 | 清仓 |
| SHW | SHERWIN-WILLIAMS CO | $0 | 0.00% | 0 | -715 | -100.0% | -$23.16万 | 清仓 |
| HSIC | HENRY SCHEIN INC COM | $0 | 0.00% | 0 | -3,003 | -100.0% | -$22.70万 | 清仓 |
| SONY | SONY GROUP CORPORATION SPON AD | $0 | 0.00% | 0 | -8,740 | -100.0% | -$22.37万 | 清仓 |
| MET | METLIFE INC COM USD0.01 | $0 | 0.00% | 0 | -2,830 | -100.0% | -$22.34万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -4,595 | -100.0% | -$21.28万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -274 | -100.0% | -$21.15万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,141 | -100.0% | -$20.99万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -692 | -100.0% | -$20.48万 | 清仓 |
| RWO | SPDR DOW JONES GLOBAL REAL EST | $0 | 0.00% | 0 | -4,462 | -100.0% | -$20.09万 | 清仓 |