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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL COM | $1,238.34万 | 0.76% | 55,561 | 8,403 | 17.8% | $187.29万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $1,266.72万 | 0.78% | 546,943 | 42,320 | 8.4% | $98.01万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,285.24万 | 0.79% | 34,889 | -1,130 | -3.1% | -$41.63万 | 减仓 |
| DE | DEERE & CO COM | $1,311.05万 | 0.80% | 20,668 | 1,364 | 7.1% | $86.52万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1,337.18万 | 0.82% | 529,578 | 39,400 | 8.0% | $99.49万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $1,371.29万 | 0.84% | 55,907 | 1,873 | 3.5% | $45.94万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,392.05万 | 0.85% | 192,912 | -3,756 | -1.9% | -$27.10万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,412.52万 | 0.87% | 18,915 | 86 | 0.5% | $6.42万 | 加仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1,435.79万 | 0.88% | 592,813 | 36,130 | 6.5% | $87.51万 | 加仓 |
| WMT | WALMART INC COM | $1,468.78万 | 0.90% | 129,683 | 4,068 | 3.2% | $46.07万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $1,470.37万 | 0.90% | 57,775 | -5,776 | -9.1% | -$147.00万 | 减仓 |
| NFLX | NETFLIX INC. COM | $1,524.59万 | 0.94% | 213,528 | 2,781 | 1.3% | $19.86万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,550.99万 | 0.95% | 39,001 | 1,809 | 4.9% | $71.94万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1,632.43万 | 1.00% | 37,835 | 10,645 | 39.2% | $459.29万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,681.88万 | 1.03% | 47,689 | 1,676 | 3.6% | $59.11万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1,728.65万 | 1.06% | 34,479 | -67 | -0.2% | -$3.36万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,738.22万 | 1.07% | 46,015 | 6,166 | 15.5% | $232.92万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $1,742.84万 | 1.07% | 105,787 | 5,606 | 5.6% | $92.36万 | 加仓 |
| V | VISA INC COM CL A | $1,818.43万 | 1.12% | 53,002 | -197 | -0.4% | -$6.76万 | 减仓 |
| EXTR | EXTREME NETWORKS INC COM | $1,885.05万 | 1.16% | 582,345 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1,911.61万 | 1.17% | 167,421 | 2,505 | 1.5% | $28.60万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,977.67万 | 1.21% | 52,693 | 333 | 0.6% | $12.50万 | 加仓 |
| DHI | D R HORTON INC COM | $2,059.13万 | 1.26% | 126,420 | 35 | 0.0% | $5,701 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2,321.64万 | 1.42% | 111,062 | 1,066 | 1.0% | $22.28万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,828.87万 | 1.74% | 30,240 | 366 | 1.2% | $34.24万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $2,830.41万 | 1.74% | 39,309 | -398 | -1.0% | -$28.66万 | 减仓 |
| META | META PLATFORMS INC CL A | $3,168.39万 | 1.94% | 56,248 | 1,132 | 2.1% | $63.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $3,179.57万 | 1.95% | 66,578 | -1,401 | -2.1% | -$66.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $3,252.38万 | 2.00% | 97,138 | -7,820 | -7.5% | -$261.83万 | 减仓 |
| APH | AMPHENOL CORP CL A | $3,352.70万 | 2.06% | 190,149 | 563 | 0.3% | $9.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,390.28万 | 2.08% | 103,574 | 2,996 | 3.0% | $98.07万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,495.10万 | 2.14% | 93,697 | 1,210 | 1.3% | $45.14万 | 加仓 |
| CAT | CATERPILLAR INC COM | $3,844.64万 | 2.36% | 36,103 | -891 | -2.4% | -$94.88万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3,964.95万 | 2.43% | 19,930 | -207 | -1.0% | -$41.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $4,037.27万 | 2.48% | 69,499 | -7,987 | -10.3% | -$463.97万 | 减仓 |
| AMZN | AMAZON COM INC COM | $4,235.30万 | 2.60% | 177,700 | 2,259 | 1.3% | $53.84万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $4,994.72万 | 3.06% | 76,152 | -1,753 | -2.3% | -$114.98万 | 减仓 |
| AAPL | APPLE INC COM | $5,353.59万 | 3.29% | 185,015 | 719 | 0.4% | $20.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $5,924.23万 | 3.64% | 173,721 | 3,447 | 2.0% | $117.55万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $6,551.17万 | 4.02% | 183,316 | 1,322 | 0.7% | $47.24万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $8,979.40万 | 5.51% | 254,136 | 1 | 0.0% | $353 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1.15亿 | 7.07% | 576,081 | -2,851 | -0.5% | -$57.05万 | 减仓 |