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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP ETF | $72.99万 | 0.04% | 2,408 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $73.07万 | 0.04% | 7,970 | 7,970 | — | $73.07万 | 新建仓 |
| INTC | INTEL CORP COM | $73.31万 | 0.04% | 5,250 | 20 | 0.4% | $2,793 | 加仓 |
| GEV | GE VERNOVA INC COM | $73.78万 | 0.05% | 628 | 99 | 18.7% | $11.63万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $74.54万 | 0.05% | 8,078 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $78.15万 | 0.05% | 9,990 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $80.01万 | 0.05% | 1,571 | -316 | -16.7% | -$16.09万 | 减仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $80.93万 | 0.05% | 7,003 | -450 | -6.0% | -$5.20万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $85.25万 | 0.05% | 8,342 | 1,175 | 16.4% | $12.01万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $86.78万 | 0.05% | 5,918 | 150 | 2.6% | $2.20万 | 加仓 |
| DXCM | DEXCOM INC COM | $88.54万 | 0.05% | 13,146 | -3,328 | -20.2% | -$22.41万 | 减仓 |
| ABBV | ABBVIE INC COM | $91.07万 | 0.06% | 3,619 | 1,651 | 83.9% | $41.55万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $91.92万 | 0.06% | 7,276 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $92.73万 | 0.06% | 3,111 | 50 | 1.6% | $1.49万 | 加仓 |
| PEP | PEPSICO INC COM | $95.44万 | 0.06% | 7,049 | -645 | -8.4% | -$8.73万 | 减仓 |
| TRGP | TARGA RES CORP COM | $95.54万 | 0.06% | 3,563 | -190 | -5.1% | -$5.09万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $100.40万 | 0.06% | 8,438 | 8,438 | — | $100.40万 | 新建仓 |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $107.95万 | 0.07% | 42,150 | 42,150 | — | $107.95万 | 新建仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $115.97万 | 0.07% | 10,512 | -1,200 | -10.2% | -$13.24万 | 减仓 |
| COHR | COHERENT CORP COM | $118.34万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $120.68万 | 0.07% | 1,669 | -30 | -1.8% | -$2.17万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $123.84万 | 0.08% | 4,404 | 1,585 | 56.2% | $44.57万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $125.41万 | 0.08% | 10,100 | -600 | -5.6% | -$7.45万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $128.45万 | 0.08% | 6,371 | -10 | -0.2% | -$2,016 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $130.68万 | 0.08% | 1,858 | -45 | -2.4% | -$3.17万 | 减仓 |
| CSX | CSX CORP COM | $132.28万 | 0.08% | 27,831 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $136.00万 | 0.08% | 7,835 | -2 | -0.0% | -$347 | 减仓 |
| MRK | MERCK & CO INC COM | $138.99万 | 0.09% | 10,816 | 5,141 | 90.6% | $66.06万 | 加仓 |
| LOW | LOWES COS INC COM | $139.09万 | 0.09% | 6,308 | -65 | -1.0% | -$1.43万 | 减仓 |
| CRVL | CORVEL CORP COM | $143.47万 | 0.09% | 22,948 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $145.11万 | 0.09% | 27,068 | 1,243 | 4.8% | $6.66万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $148.40万 | 0.09% | 14,275 | -2,411 | -14.4% | -$25.06万 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $148.59万 | 0.09% | 14,222 | -279 | -1.9% | -$2.92万 | 减仓 |
| CRM | SALESFORCE INC COM | $149.63万 | 0.09% | 9,551 | -5,804 | -37.8% | -$90.93万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $151.09万 | 0.09% | 10,341 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $151.29万 | 0.09% | 7,974 | -73 | -0.9% | -$1.39万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $163.90万 | 0.10% | 19,570 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $168.35万 | 0.10% | 4,977 | 500 | 11.2% | $16.91万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $175.49万 | 0.11% | 5,316 | 3,210 | 152.4% | $105.97万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $186.09万 | 0.11% | 27,203 | -22 | -0.1% | -$1,505 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $192.66万 | 0.12% | 4,446 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $195.39万 | 0.12% | 53,885 | 13,945 | 34.9% | $50.57万 | 加仓 |
| WDAY | WORKDAY INC CL A | $197.40万 | 0.12% | 16,125 | -13,047 | -44.7% | -$159.72万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $200.35万 | 0.12% | 19,286 | -55 | -0.3% | -$5,713 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $203.63万 | 0.12% | 3,178 | 869 | 37.6% | $55.68万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $207.12万 | 0.13% | 16,824 | -3,948 | -19.0% | -$48.60万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $210.89万 | 0.13% | 39,708 | -4,224 | -9.6% | -$22.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $215.87万 | 0.13% | 8,500 | 157 | 1.9% | $3.99万 | 加仓 |
| CB | CHUBB LIMITED COM | $219.64万 | 0.13% | 6,446 | 6,446 | — | $219.64万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $222.06万 | 0.14% | 18,905 | 2,629 | 16.2% | $30.88万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $228.70万 | 0.14% | 59,265 | -23,980 | -28.8% | -$92.54万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $234.36万 | 0.14% | 21,416 | 33 | 0.2% | $3,611 | 加仓 |
| SLB | SLB LIMITED COM STK | $243.42万 | 0.15% | 52,359 | -11,930 | -18.6% | -$55.46万 | 减仓 |
| BALL | BALL CORP COM | $247.13万 | 0.15% | 39,605 | 6,238 | 18.7% | $38.92万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $249.72万 | 0.15% | 32,385 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $257.85万 | 0.16% | 18,860 | 18,860 | — | $257.85万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $258.36万 | 0.16% | 3,508 | -24 | -0.7% | -$1.77万 | 减仓 |
| NDAQ | NASDAQ INC COM | $295.18万 | 0.18% | 37,450 | 5,555 | 17.4% | $43.78万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $299.67万 | 0.18% | 9,974 | 478 | 5.0% | $14.36万 | 加仓 |
| DIS | DISNEY WALT CO COM | $301.65万 | 0.19% | 31,340 | -2,306 | -6.9% | -$22.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $311.36万 | 0.19% | 4,080 | 4,080 | — | $311.36万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $314.33万 | 0.19% | 14,773 | -2,227 | -13.1% | -$47.38万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $329.53万 | 0.20% | 26,780 | -150 | -0.6% | -$1.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $332.44万 | 0.20% | 2,880 | -573 | -16.6% | -$66.14万 | 减仓 |
| LLY | ELI LILLY & CO COM | $341.48万 | 0.21% | 2,847 | 123 | 4.5% | $14.75万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $364.46万 | 0.22% | 20,295 | -3,350 | -14.2% | -$60.16万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $371.79万 | 0.23% | 19,548 | 1,978 | 11.3% | $37.62万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $376.71万 | 0.23% | 135,998 | 34,016 | 33.4% | $94.22万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $383.11万 | 0.24% | 23,112 | -1,846 | -7.4% | -$30.60万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $411.96万 | 0.25% | 5,501 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $425.39万 | 0.26% | 26,881 | 14,673 | 120.2% | $232.20万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $428.88万 | 0.26% | 75,268 | 485 | 0.6% | $2.76万 | 加仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $472.38万 | 0.29% | 181,335 | 52,500 | 40.7% | $136.76万 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $478.02万 | 0.29% | 26,935 | -10,895 | -28.8% | -$193.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $511.38万 | 0.31% | 56,357 | -8,144 | -12.6% | -$73.90万 | 减仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $527.24万 | 0.32% | 204,795 | 23,350 | 12.9% | $60.11万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $549.08万 | 0.34% | 32,736 | -8,962 | -21.5% | -$150.32万 | 减仓 |
| TSLA | TESLA INC COM | $560.37万 | 0.34% | 13,323 | 8,123 | 156.2% | $341.65万 | 加仓 |
| INTU | INTUIT COM | $569.98万 | 0.35% | 21,838 | -6,994 | -24.3% | -$182.54万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $579.34万 | 0.36% | 662,107 | -63,029 | -8.7% | -$55.15万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $581.23万 | 0.36% | 39,190 | 3,500 | 9.8% | $51.91万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $610.56万 | 0.37% | 27,617 | 27,617 | — | $610.56万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $618.34万 | 0.38% | 27,617 | -23,418 | -45.9% | -$524.33万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $629.09万 | 0.39% | 33,020 | 1,212 | 3.8% | $23.09万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $672.35万 | 0.41% | 266,910 | 2,395 | 0.9% | $6.03万 | 加仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $770.67万 | 0.47% | 369,802 | 20,225 | 5.8% | $42.15万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $849.02万 | 0.52% | 350,401 | -115,878 | -24.9% | -$280.77万 | 减仓 |
| UNP | UNION PAC CORP COM | $859.24万 | 0.53% | 31,590 | 1,521 | 5.1% | $41.37万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $872.19万 | 0.54% | 12,699 | 1,102 | 9.5% | $75.69万 | 加仓 |
| BLK | BLACKROCK INC COM | $878.65万 | 0.54% | 9,138 | 637 | 7.5% | $61.25万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $884.13万 | 0.54% | 55,725 | 993 | 1.8% | $15.75万 | 加仓 |
| NOW | SERVICENOW INC COM | $911.48万 | 0.56% | 91,809 | -22,637 | -19.8% | -$224.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,008.15万 | 0.62% | 19,629 | 115 | 0.6% | $5.91万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,036.41万 | 0.64% | 164,798 | 43,636 | 36.0% | $274.43万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $1,073.86万 | 0.66% | 492,598 | 24,600 | 5.3% | $53.63万 | 加仓 |
| TJX | TJX COS INC NEW COM | $1,091.56万 | 0.67% | 72,050 | 17,217 | 31.4% | $260.84万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1,147.36万 | 0.70% | 61,942 | 1,239 | 2.0% | $22.95万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1,157.24万 | 0.71% | 36,756 | -209 | -0.6% | -$6.58万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $1,192.91万 | 0.73% | 22,660 | 143 | 0.6% | $7.53万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,212.34万 | 0.74% | 24,228 | 150 | 0.6% | $7.51万 | 加仓 |