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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC COM | $1,513.33万 | 1.11% | 46,013 | -322 | -0.7% | -$10.59万 | 减仓 |
| GLD | SPDR GOLD SHARES | $1,549.86万 | 1.14% | 36,019 | -311 | -0.9% | -$13.38万 | 减仓 |
| WMT | WALMART INC COM | $1,561.14万 | 1.15% | 125,615 | 1,690 | 1.4% | $21.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,576.30万 | 1.16% | 77,486 | 99 | 0.1% | $2.01万 | 加仓 |
| V | VISA INC COM CL A | $1,607.87万 | 1.18% | 53,199 | -1,170 | -2.2% | -$35.36万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1,698.04万 | 1.25% | 34,546 | 323 | 0.9% | $15.88万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,714.51万 | 1.26% | 37,192 | -294 | -0.8% | -$13.55万 | 减仓 |
| DHI | D R HORTON INC COM | $1,734.25万 | 1.27% | 126,385 | 3,078 | 2.5% | $42.24万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $1,810.21万 | 1.33% | 109,996 | 234 | 0.2% | $3.85万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1,956.23万 | 1.44% | 164,916 | 21 | 0.0% | $2,491 | 加仓 |
| NFLX | NETFLIX INC. COM | $2,026.33万 | 1.49% | 210,747 | 4,366 | 2.1% | $41.98万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $2,180.00万 | 1.60% | 39,707 | 1,248 | 3.2% | $68.52万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2,297.35万 | 1.69% | 67,979 | -809 | -1.2% | -$27.34万 | 减仓 |
| APH | AMPHENOL CORP CL A | $2,395.42万 | 1.76% | 189,586 | -358 | -0.2% | -$4.52万 | 减仓 |
| CAT | CATERPILLAR INC COM | $2,620.89万 | 1.93% | 36,994 | -251 | -0.7% | -$17.78万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $2,630.04万 | 1.93% | 104,958 | -533 | -0.5% | -$13.36万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2,659.76万 | 1.95% | 20,137 | -292 | -1.4% | -$38.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2,729.83万 | 2.01% | 170,274 | 864 | 0.5% | $13.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,958.62万 | 2.17% | 100,578 | -239 | -0.2% | -$7.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,976.74万 | 2.19% | 29,874 | 378 | 1.3% | $37.67万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $2,986.87万 | 2.19% | 77,905 | 237 | 0.3% | $9.09万 | 加仓 |
| META | META PLATFORMS INC CL A | $3,153.35万 | 2.32% | 55,116 | 1,011 | 1.9% | $57.84万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,423.58万 | 2.52% | 92,487 | 338 | 0.4% | $12.51万 | 加仓 |
| AMZN | AMAZON COM INC COM | $3,653.91万 | 2.69% | 175,441 | 792 | 0.5% | $16.49万 | 加仓 |
| AAPL | APPLE INC COM | $4,677.26万 | 3.44% | 184,296 | 535 | 0.3% | $13.58万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $5,233.42万 | 3.85% | 181,994 | -238 | -0.1% | -$6.84万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $7,290.12万 | 5.36% | 254,135 | 168,779 | 197.7% | $4,841.60万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1.01亿 | 7.42% | 578,932 | -1,791 | -0.3% | -$31.24万 | 减仓 |