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 |
|---|---|---|---|---|---|---|---|---|
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $73.58万 | 0.05% | 7,453 | -725 | -8.9% | -$7.16万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $75.89万 | 0.06% | 2,309 | 2,309 | — | $75.89万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $75.92万 | 0.06% | 8,078 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $83.31万 | 0.06% | 5,768 | -211 | -3.5% | -$3.05万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $86.56万 | 0.06% | 9,990 | -250 | -2.4% | -$2.17万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $90.52万 | 0.07% | 215 | 124 | 136.3% | $52.21万 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $90.76万 | 0.07% | 40,000 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $94.10万 | 0.07% | 3,753 | -50 | -1.3% | -$1.25万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $94.99万 | 0.07% | 4,446 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $101.41万 | 0.07% | 7,276 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $103.46万 | 0.08% | 16,474 | -4,646 | -22.0% | -$29.18万 | 减仓 |
| RDDT | REDDIT INC CL A | $105.53万 | 0.08% | 7,837 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $113.88万 | 0.08% | 11,712 | -900 | -7.1% | -$8.75万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $114.06万 | 0.08% | 2,675 | -645 | -19.4% | -$27.50万 | 减仓 |
| CSX | CSX CORP COM | $114.25万 | 0.08% | 27,831 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $116.66万 | 0.09% | 3,453 | -5,002 | -59.2% | -$168.99万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $117.37万 | 0.09% | 1,903 | -10 | -0.5% | -$6,168 | 减仓 |
| PEP | PEPSICO INC COM | $119.48万 | 0.09% | 7,694 | -152 | -1.9% | -$2.36万 | 减仓 |
| CRVL | CORVEL CORP COM | $125.41万 | 0.09% | 22,948 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $126.29万 | 0.09% | 16,276 | 520 | 3.3% | $4.03万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $127.50万 | 0.09% | 25,825 | 1,269 | 5.2% | $6.26万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $128.74万 | 0.09% | 1,887 | -53 | -2.7% | -$3.62万 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $131.31万 | 0.10% | 14,501 | 806 | 5.9% | $7.30万 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $131.60万 | 0.10% | 39,940 | 6,605 | 19.8% | $21.76万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $133.38万 | 0.10% | 6,381 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $135.42万 | 0.10% | 10,341 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $135.42万 | 0.10% | 4,477 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $146.97万 | 0.11% | 19,570 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $150.58万 | 0.11% | 6,373 | 200 | 3.2% | $4.73万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $154.61万 | 0.11% | 27,225 | 1,965 | 7.8% | $11.16万 | 加仓 |
| RTX | RTX CORPORATION COM | $155.23万 | 0.11% | 8,047 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $155.93万 | 0.11% | 12,208 | 7,360 | 151.8% | $94.01万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $187.86万 | 0.14% | 19,341 | 2,830 | 17.1% | $27.49万 | 加仓 |
| TSLA | TESLA INC COM | $193.31万 | 0.14% | 5,200 | -179 | -3.3% | -$6.65万 | 减仓 |
| BALL | BALL CORP COM | $197.23万 | 0.14% | 33,367 | 8,062 | 31.9% | $47.66万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $203.89万 | 0.15% | 3,532 | -1,137 | -24.4% | -$65.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $203.94万 | 0.15% | 8,343 | 400 | 5.0% | $9.78万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $218.70万 | 0.16% | 32,385 | -1,100 | -3.3% | -$7.43万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $220.26万 | 0.16% | 16,686 | -2,258 | -11.9% | -$29.81万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $235.50万 | 0.17% | 9,496 | 172 | 1.8% | $4.27万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $235.98万 | 0.17% | 21,383 | -2,695 | -11.2% | -$29.74万 | 减仓 |
| LLY | ELI LILLY & CO COM | $250.55万 | 0.18% | 2,724 | 10 | 0.4% | $9,198 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $252.41万 | 0.19% | 101,982 | 45,370 | 80.1% | $112.29万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $269.13万 | 0.20% | 43,932 | -919 | -2.0% | -$5.63万 | 减仓 |
| NDAQ | NASDAQ INC COM | $270.76万 | 0.20% | 31,895 | 31,895 | — | $270.76万 | 新建仓 |
| CRM | SALESFORCE INC COM | $286.64万 | 0.21% | 15,355 | -36,739 | -70.5% | -$685.82万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $296.67万 | 0.22% | 17,570 | 6,740 | 62.2% | $113.81万 | 加仓 |
| LEN | LENNAR CORP CL A | $297.83万 | 0.22% | 34,296 | -44,403 | -56.4% | -$385.60万 | 减仓 |
| DIS | DISNEY WALT CO COM | $324.28万 | 0.24% | 33,646 | -1,877 | -5.3% | -$18.09万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $326.26万 | 0.24% | 17,000 | 974 | 6.1% | $18.69万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $326.70万 | 0.24% | 20,772 | 18,269 | 729.9% | $287.33万 | 加仓 |
| SLB | SLB LIMITED COM STK | $330.38万 | 0.24% | 64,289 | -773 | -1.2% | -$3.97万 | 减仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $335.74万 | 0.25% | 128,835 | 46,225 | 56.0% | $120.46万 | 加仓 |
| — | EXXON MOBIL CORP COM | $336.15万 | 0.25% | 19,813 | 40 | 0.2% | $6,786 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $359.33万 | 0.26% | 5,501 | -93 | -1.7% | -$6.07万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $364.57万 | 0.27% | 74,783 | -15,000 | -16.7% | -$73.12万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $375.02万 | 0.28% | 83,245 | 21,450 | 34.7% | $96.63万 | 加仓 |
| WDAY | WORKDAY INC CL A | $379.00万 | 0.28% | 29,172 | -42,426 | -59.3% | -$551.20万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $402.77万 | 0.30% | 26,930 | -22 | -0.1% | -$3,290 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $422.73万 | 0.31% | 31,808 | -2,169 | -6.4% | -$28.83万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $426.10万 | 0.31% | 23,645 | -35,347 | -59.9% | -$636.98万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $443.66万 | 0.33% | 35,690 | 16,489 | 85.9% | $204.97万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $446.27万 | 0.33% | 27,190 | 27,190 | — | $446.27万 | 新建仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $469.04万 | 0.34% | 181,445 | 7,800 | 4.5% | $20.16万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $516.39万 | 0.38% | 24,958 | -1,265 | -4.8% | -$26.17万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $662.05万 | 0.49% | 725,136 | 35,681 | 5.2% | $32.58万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $662.23万 | 0.49% | 64,501 | -1,498 | -2.3% | -$15.38万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $664.52万 | 0.49% | 37,830 | -16,759 | -30.7% | -$294.39万 | 减仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $668.43万 | 0.49% | 264,515 | 4,450 | 1.7% | $11.25万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $692.97万 | 0.51% | 11,597 | -109 | -0.9% | -$6.51万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $712.19万 | 0.52% | 121,162 | -3,003 | -2.4% | -$17.65万 | 减仓 |
| UNP | UNION PAC CORP COM | $729.54万 | 0.54% | 30,069 | -1,160 | -3.7% | -$28.14万 | 减仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $731.66万 | 0.54% | 349,577 | 17,300 | 5.2% | $36.21万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $802.43万 | 0.59% | 54,732 | 11,322 | 26.1% | $165.99万 | 加仓 |
| BLK | BLACKROCK INC COM | $817.51万 | 0.60% | 8,501 | 199 | 2.4% | $19.14万 | 加仓 |
| TJX | TJX COS INC NEW COM | $875.68万 | 0.64% | 54,833 | 39,688 | 262.1% | $633.82万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $875.78万 | 0.64% | 41,698 | 660 | 1.6% | $13.86万 | 加仓 |
| EXTR | EXTREME NETWORKS INC COM | $878.18万 | 0.65% | 582,345 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $958.48万 | 0.70% | 63,551 | 2,991 | 4.9% | $45.11万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $975.04万 | 0.72% | 19,514 | -330 | -1.7% | -$16.49万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $981.75万 | 0.72% | 60,703 | 3,331 | 5.8% | $53.87万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $1,024.45万 | 0.75% | 467,998 | 15,011 | 3.3% | $32.86万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $1,083.64万 | 0.80% | 47,158 | 47,158 | — | $1,083.64万 | 新建仓 |
| DE | DEERE & CO COM | $1,087.41万 | 0.80% | 19,304 | 382 | 2.0% | $21.52万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $1,114.94万 | 0.82% | 54,034 | 1,665 | 3.2% | $34.36万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $1,130.26万 | 0.83% | 466,279 | -31,970 | -6.4% | -$77.50万 | 减仓 |
| — | HONEYWELL INTL INC COM | $1,153.55万 | 0.85% | 51,035 | 2,076 | 4.2% | $46.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,153.82万 | 0.85% | 24,078 | 700 | 3.0% | $33.54万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $1,173.75万 | 0.86% | 504,623 | 18,557 | 3.8% | $43.16万 | 加仓 |
| NOW | SERVICENOW INC COM | $1,196.53万 | 0.88% | 114,446 | -15,939 | -12.2% | -$166.64万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $1,214.64万 | 0.89% | 36,965 | -3,645 | -9.0% | -$119.77万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,224.52万 | 0.90% | 18,829 | 2,728 | 16.9% | $177.41万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,233.37万 | 0.91% | 39,849 | 16,866 | 73.4% | $522.02万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1,241.62万 | 0.91% | 490,178 | 10,863 | 2.3% | $27.52万 | 加仓 |
| INTU | INTUIT COM | $1,246.64万 | 0.92% | 28,832 | -4,194 | -12.7% | -$181.34万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $1,265.21万 | 0.93% | 22,517 | -796 | -3.4% | -$44.73万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1,349.40万 | 0.99% | 556,683 | 34,720 | 6.7% | $84.16万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $1,367.17万 | 1.00% | 100,181 | 4,537 | 4.7% | $61.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,414.63万 | 1.04% | 196,668 | -114 | -0.1% | -$8,200 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,454.93万 | 1.07% | 52,360 | 83 | 0.2% | $2.31万 | 加仓 |