LYELL WEALTH MANAGEMENT, LP
MENLO PARK CA · SEC CIK 0001686444
$16.30亿2026Q2 申报市值
232持仓数
36.5%前十大占比 · 第一大 7.1%
25 / 10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
HONA 新建仓+$610.56万
DELL 加仓+$459.29万
TSLA 加仓+$341.65万
CRWD 新建仓+$311.36万
FCX 加仓+$274.43万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$524.33万
AMD 减仓-$463.97万
EXXON MOBIL CORP 清仓-$336.15万
IBDR 减仓-$280.77万
LEN 减仓-$263.84万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -19,813 | -100.0% | -$336.15万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -40,000 | -100.0% | -$90.76万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -9,038 | -100.0% | -$47.74万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -2,297 | -100.0% | -$37.32万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $0 | 0.00% | 0 | -5,595 | -100.0% | -$33.93万 | 清仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $0 | 0.00% | 0 | -900 | -100.0% | -$33.36万 | 清仓 |
| TCOM | TRIP COM GROUP LTD ADS | $0 | 0.00% | 0 | -5,062 | -100.0% | -$25.20万 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $0 | 0.00% | 0 | -7,888 | -100.0% | -$21.97万 | 清仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $0 | 0.00% | 0 | -4,370 | -100.0% | -$21.04万 | 清仓 |
| BKMS | BNY MELLON MUNICIPAL SHORT DURATION ETF | $0 | 0.00% | 0 | -8,019 | -100.0% | -$20.46万 | 清仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $3.66万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN MUN OPPORTUNITIES TR SH BEN INT | $12.15万 | 0.01% | 11,531 | 11,531 | — | $12.15万 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $14.12万 | 0.01% | 12,848 | 12,848 | — | $14.12万 | 新建仓 |
| — | NUVEEN CALIF AMT FREE MUNI INC COM | $17.18万 | 0.01% | 13,714 | 13,714 | — | $17.18万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $17.91万 | 0.01% | 47,500 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $19.79万 | 0.01% | 10,350 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $20.13万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $20.77万 | 0.01% | 523 | 523 | — | $20.77万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $22.02万 | 0.01% | 1,405 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $22.13万 | 0.01% | 3,925 | 3,925 | — | $22.13万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $23.33万 | 0.01% | 8,057 | 1 | 0.0% | $29 | 加仓 |
| AMLP | ALERIAN MLP ETF | $23.33万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $23.69万 | 0.01% | 2,852 | -50 | -1.7% | -$4,154 | 减仓 |
| CI | THE CIGNA GROUP COM | $24.09万 | 0.01% | 874 | -96 | -9.9% | -$2.65万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $24.53万 | 0.02% | 14,766 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $24.76万 | 0.02% | 3,630 | 3,630 | — | $24.76万 | 新建仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $24.95万 | 0.02% | 4,474 | -200 | -4.3% | -$1.12万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $25.14万 | 0.02% | 844 | 844 | — | $25.14万 | 新建仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $25.15万 | 0.02% | 3,063 | -429 | -12.3% | -$3.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $25.16万 | 0.02% | 2,867 | 464 | 19.3% | $4.07万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $25.43万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $25.54万 | 0.02% | 6,031 | 1,986 | 49.1% | $8.41万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $25.83万 | 0.02% | 11,440 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $25.95万 | 0.02% | 4,347 | 4,347 | — | $25.95万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $26.05万 | 0.02% | 1,090 | 162 | 17.5% | $3.87万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $26.11万 | 0.02% | 1,377 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $26.24万 | 0.02% | 2,866 | 2,866 | — | $26.24万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $26.56万 | 0.02% | 3,517 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA INDIA CONSUMER ETF | $26.91万 | 0.02% | 4,512 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $26.92万 | 0.02% | 2,720 | 525 | 23.9% | $5.20万 | 加仓 |
| QCOM | QUALCOMM INC COM | $27.27万 | 0.02% | 1,476 | -172 | -10.4% | -$3.18万 | 重新持有 |
| EQIX | EQUINIX INC COM | $27.73万 | 0.02% | 266 | -9 | -3.3% | -$9,382 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $27.98万 | 0.02% | 290 | 290 | — | $27.98万 | 新建仓 |
| EWN | ISHARES MSCI NETHERLANDS ETF | $28.07万 | 0.02% | 3,990 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $28.57万 | 0.02% | 3,685 | 3,685 | — | $28.57万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $29.76万 | 0.02% | 8,096 | 507 | 6.7% | $1.86万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $29.83万 | 0.02% | 13,400 | -500 | -3.6% | -$1.11万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $30.13万 | 0.02% | 308 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $30.33万 | 0.02% | 3,145 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $30.86万 | 0.02% | 4,468 | 150 | 3.5% | $1.04万 | 加仓 |
| C | CITIGROUP INC COM NEW | $32.06万 | 0.02% | 2,291 | 200 | 9.6% | $2.80万 | 加仓 |
| KLAC | KLA CORP COM NEW | $32.28万 | 0.02% | 1,070 | 1,070 | — | $32.28万 | 新建仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $32.62万 | 0.02% | 6,360 | -350 | -5.2% | -$1.80万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $32.85万 | 0.02% | 4,048 | 4,048 | — | $32.85万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $33.17万 | 0.02% | 1,226 | 100 | 8.9% | $2.71万 | 加仓 |
| ENB | ENBRIDGE INC COM | $33.72万 | 0.02% | 6,220 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $33.78万 | 0.02% | 2,875 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $34.03万 | 0.02% | 2,377 | 2,377 | — | $34.03万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.79万 | 0.02% | 10,751 | -925 | -7.9% | -$3.08万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $36.33万 | 0.02% | 3,512 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $36.43万 | 0.02% | 996 | 75 | 8.1% | $2.74万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $36.73万 | 0.02% | 3,148 | -75 | -2.3% | -$8,750 | 减仓 |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $37.10万 | 0.02% | 5,331 | 5,331 | — | $37.10万 | 新建仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $38.50万 | 0.02% | 4,128 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $41.99万 | 0.03% | 13,135 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $42.10万 | 0.03% | 248 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $42.28万 | 0.03% | 1,344 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $42.71万 | 0.03% | 2,242 | -206 | -8.4% | -$3.92万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $42.95万 | 0.03% | 1,815 | 5 | 0.3% | $1,183 | 加仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $44.52万 | 0.03% | 3,496 | 3,496 | — | $44.52万 | 新建仓 |
| LEN | LENNAR CORP CL A | $46.50万 | 0.03% | 5,139 | -29,157 | -85.0% | -$263.84万 | 减仓 |
| ILMN | ILLUMINA INC COM | $46.82万 | 0.03% | 2,663 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $46.97万 | 0.03% | 5,779 | -389 | -6.3% | -$3.16万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $47.31万 | 0.03% | 2,785 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $48.13万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $50.55万 | 0.03% | 5,579 | -312 | -5.3% | -$2.83万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $51.42万 | 0.03% | 2,885 | -2,490 | -46.3% | -$44.38万 | 减仓 |
| LIN | LINDE PLC SHS | $51.69万 | 0.03% | 996 | 996 | — | $51.69万 | 新建仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $51.80万 | 0.03% | 5,851 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $53.52万 | 0.03% | 4,478 | -2 | -0.0% | -$239 | 减仓 |
| AME | AMETEK INC COM | $53.88万 | 0.03% | 2,227 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $54.03万 | 0.03% | 4,975 | -150 | -2.9% | -$1.63万 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $54.30万 | 0.03% | 1,460 | -140 | -8.8% | -$5.21万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $54.32万 | 0.03% | 6,306 | 720 | 12.9% | $6.20万 | 加仓 |
| DASH | DOORDASH INC CL A | $55.60万 | 0.03% | 3,013 | -1,014 | -25.2% | -$18.71万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $56.06万 | 0.03% | 1,000 | -9 | -0.9% | -$5,045 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $56.60万 | 0.03% | 1,111 | -91 | -7.6% | -$4.64万 | 减仓 |
| ETN | EATON CORP PLC SHS | $59.49万 | 0.04% | 1,396 | 25 | 1.8% | $1.07万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $60.97万 | 0.04% | 1,920 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $61.13万 | 0.04% | 1,688 | 24 | 1.4% | $8,691 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $61.13万 | 0.04% | 1,652 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $61.49万 | 0.04% | 7,632 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $65.33万 | 0.04% | 6,764 | -700 | -9.4% | -$6.76万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $66.11万 | 0.04% | 1,769 | 204 | 13.0% | $7.62万 | 加仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $66.32万 | 0.04% | 6,885 | 6,885 | — | $66.32万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $67.36万 | 0.04% | 666 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $68.45万 | 0.04% | 1,492 | 100 | 7.2% | $4.59万 | 加仓 |
| ORCL | ORACLE CORP COM | $68.61万 | 0.04% | 4,682 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $69.07万 | 0.04% | 2,609 | -249 | -8.7% | -$6.59万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $72.39万 | 0.04% | 22,830 | 101 | 0.4% | $3,203 | 加仓 |