LYELL WEALTH MANAGEMENT, LP
MENLO PARK CA · SEC CIK 0001686444
$13.61亿2026Q1 申报市值
216持仓数
34.1%前十大占比 · 第一大 7.4%
13 / 11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
GOOG 加仓+$4,841.60万
WM 新建仓+$1,083.64万
TJX 加仓+$633.82万
AVGO 加仓+$522.02万
DELL 新建仓+$446.27万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$685.82万
DLR 减仓-$636.98万
BR 减仓-$622.66万
WDAY 减仓-$551.20万
LEN 减仓-$385.60万
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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -6,712 | -100.0% | -$84.45万 | 清仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $0 | 0.00% | 0 | -15,185 | -100.0% | -$45.36万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -1,039 | -100.0% | -$36.36万 | 清仓 |
| AKRE | AKRE FOCUS ETF | $0 | 0.00% | 0 | -4,950 | -100.0% | -$32.43万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $0 | 0.00% | 0 | -6,363 | -100.0% | -$30.91万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | -1,794 | -100.0% | -$29.09万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $0 | 0.00% | 0 | -7,849 | -100.0% | -$27.05万 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -1,087 | -100.0% | -$26.40万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,380 | -100.0% | -$25.37万 | 清仓 |
| — | GLOBAL X DAX GERMANY ETF | $0 | 0.00% | 0 | -4,495 | -100.0% | -$20.51万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -304 | -100.0% | -$20.48万 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $3.02万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $17.39万 | 0.01% | 47,500 | 2,000 | 4.4% | $7,320 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $19.37万 | 0.01% | 14,766 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $19.98万 | 0.01% | 10,350 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $20.22万 | 0.01% | 8,056 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $20.31万 | 0.01% | 4,045 | 4,045 | — | $20.31万 | 新建仓 |
| BKMS | BNY MELLON MUNICIPAL SHORT DURATION ETF | $20.46万 | 0.02% | 8,019 | 8,019 | — | $20.46万 | 新建仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $21.04万 | 0.02% | 4,370 | 4,370 | — | $21.04万 | 新建仓 |
| AZO | AUTOZONE INC COM | $21.28万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $21.44万 | 0.02% | 4,674 | -2,100 | -31.0% | -$9.63万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $21.46万 | 0.02% | 1,405 | 1,405 | — | $21.46万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $21.50万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $21.79万 | 0.02% | 2,195 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $21.97万 | 0.02% | 7,888 | 7,888 | — | $21.97万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $22.32万 | 0.02% | 2,403 | 2,403 | — | $22.32万 | 新建仓 |
| EWN | ISHARES MSCI NETHERLANDS ETF | $22.95万 | 0.02% | 3,990 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $23.08万 | 0.02% | 5,230 | 5,230 | — | $23.08万 | 新建仓 |
| AMLP | ALERIAN MLP ETF | $23.69万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $23.71万 | 0.02% | 2,091 | 20 | 1.0% | $2,268 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $23.79万 | 0.02% | 2,902 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA INDIA CONSUMER ETF | $24.80万 | 0.02% | 4,512 | 0 | 0.0% | — | 不变 |
| TCOM | TRIP COM GROUP LTD ADS | $25.20万 | 0.02% | 5,062 | -83 | -1.6% | -$4,133 | 减仓 |
| CVS | CVS HEALTH CORP COM | $25.22万 | 0.02% | 3,512 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $25.87万 | 0.02% | 970 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $26.33万 | 0.02% | 928 | 33 | 3.7% | $9,364 | 重新持有 |
| EQIX | EQUINIX INC COM | $26.96万 | 0.02% | 275 | -6 | -2.1% | -$5,881 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $27.16万 | 0.02% | 1,377 | 1,377 | — | $27.16万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP COM | $27.57万 | 0.02% | 308 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $27.90万 | 0.02% | 3,145 | -1,635 | -34.2% | -$14.50万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $28.61万 | 0.02% | 11,440 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $28.72万 | 0.02% | 7,589 | 0 | 0.0% | — | 重新持有 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $28.83万 | 0.02% | 3,492 | 230 | 7.1% | $1.90万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $28.87万 | 0.02% | 4,318 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $28.93万 | 0.02% | 2,875 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $29.29万 | 0.02% | 921 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $29.32万 | 0.02% | 1,126 | 1,126 | — | $29.32万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $31.01万 | 0.02% | 3,517 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $31.04万 | 0.02% | 13,900 | 3,000 | 27.5% | $6.70万 | 加仓 |
| ILMN | ILLUMINA INC COM | $32.82万 | 0.02% | 2,663 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $33.36万 | 0.02% | 900 | -250 | -21.7% | -$9.27万 | 减仓 |
| ENB | ENBRIDGE INC COM | $33.68万 | 0.02% | 6,220 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $33.93万 | 0.02% | 5,595 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $34.19万 | 0.03% | 2,785 | -27 | -1.0% | -$3,315 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $34.38万 | 0.03% | 6,710 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $34.86万 | 0.03% | 4,128 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $36.35万 | 0.03% | 5,125 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $37.32万 | 0.03% | 2,297 | -38,322 | -94.3% | -$622.66万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $38.57万 | 0.03% | 1,344 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $38.93万 | 0.03% | 1,810 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $39.06万 | 0.03% | 560 | -5 | -0.9% | -$3,487 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $40.67万 | 0.03% | 931 | 185 | 24.8% | $8.08万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $40.84万 | 0.03% | 980 | 50 | 5.4% | $2.08万 | 加仓 |
| ABBV | ABBVIE INC COM | $42.80万 | 0.03% | 1,968 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $42.85万 | 0.03% | 1,009 | -3 | -0.3% | -$1,274 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $42.88万 | 0.03% | 248 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $44.04万 | 0.03% | 13,135 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $44.41万 | 0.03% | 1,565 | -4 | -0.3% | -$1,135 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $44.86万 | 0.03% | 11,676 | -1,331 | -10.2% | -$5.11万 | 减仓 |
| GEV | GE VERNOVA INC COM | $46.18万 | 0.03% | 529 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $46.41万 | 0.03% | 2,448 | 12 | 0.5% | $2,275 | 加仓 |
| KO | COCA COLA CO COM | $46.91万 | 0.03% | 6,168 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $47.15万 | 0.03% | 3,223 | 40 | 1.3% | $5,851 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $47.16万 | 0.03% | 5,891 | -6,830 | -53.7% | -$54.67万 | 减仓 |
| AME | AMETEK INC COM | $47.74万 | 0.04% | 2,227 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $47.74万 | 0.04% | 9,038 | -3,075 | -25.4% | -$16.24万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $48.23万 | 0.04% | 5,851 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $49.04万 | 0.04% | 1,371 | 225 | 19.6% | $8.05万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $52.83万 | 0.04% | 1,920 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $53.00万 | 0.04% | 1,652 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $54.79万 | 0.04% | 1,908 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $56.34万 | 0.04% | 666 | 12 | 1.8% | $1.02万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $58.07万 | 0.04% | 1,699 | 532 | 45.6% | $18.18万 | 加仓 |
| AMGN | AMGEN INC COM | $58.55万 | 0.04% | 1,664 | 100 | 6.4% | $3.52万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $59.43万 | 0.04% | 3,061 | 70 | 2.3% | $1.36万 | 加仓 |
| DASH | DOORDASH INC CL A | $60.47万 | 0.04% | 4,027 | -1,500 | -27.1% | -$22.52万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $61.43万 | 0.05% | 2,106 | 809 | 62.4% | $23.60万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $61.86万 | 0.05% | 1,392 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $63.07万 | 0.05% | 2,408 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $64.21万 | 0.05% | 7,167 | -1,090 | -13.2% | -$9.77万 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $64.66万 | 0.05% | 1,600 | -65 | -3.9% | -$2.63万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $66.89万 | 0.05% | 2,858 | -401 | -12.3% | -$9.38万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $67.57万 | 0.05% | 7,464 | 219 | 3.0% | $1.98万 | 加仓 |
| MRK | MERCK & CO INC COM | $68.26万 | 0.05% | 5,675 | 320 | 6.0% | $3.85万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $68.33万 | 0.05% | 2,819 | 75 | 2.7% | $1.82万 | 加仓 |
| ORCL | ORACLE CORP COM | $68.88万 | 0.05% | 4,682 | 50 | 1.1% | $7,355 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $69.73万 | 0.05% | 22,729 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $71.46万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $72.65万 | 0.05% | 1,202 | -49 | -3.9% | -$2.96万 | 减仓 |