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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $195.39万 | 0.12% | 53,885 | 13,945 | 34.9% | $50.57万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $192.66万 | 0.12% | 4,446 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $186.09万 | 0.11% | 27,203 | -22 | -0.1% | -$1,505 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $175.49万 | 0.11% | 5,316 | 3,210 | 152.4% | $105.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $168.35万 | 0.10% | 4,977 | 500 | 11.2% | $16.91万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $163.90万 | 0.10% | 19,570 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $151.29万 | 0.09% | 7,974 | -73 | -0.9% | -$1.39万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $151.09万 | 0.09% | 10,341 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $149.63万 | 0.09% | 9,551 | -5,804 | -37.8% | -$90.93万 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $148.59万 | 0.09% | 14,222 | -279 | -1.9% | -$2.92万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $148.40万 | 0.09% | 14,275 | -2,411 | -14.4% | -$25.06万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $145.11万 | 0.09% | 27,068 | 1,243 | 4.8% | $6.66万 | 加仓 |
| CRVL | CORVEL CORP COM | $143.47万 | 0.09% | 22,948 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $139.09万 | 0.09% | 6,308 | -65 | -1.0% | -$1.43万 | 减仓 |
| MRK | MERCK & CO INC COM | $138.99万 | 0.09% | 10,816 | 5,141 | 90.6% | $66.06万 | 加仓 |
| RDDT | REDDIT INC CL A | $136.00万 | 0.08% | 7,835 | -2 | -0.0% | -$347 | 减仓 |
| CSX | CSX CORP COM | $132.28万 | 0.08% | 27,831 | 0 | 0.0% | — | 不变 |
| 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 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $128.45万 | 0.08% | 6,371 | -10 | -0.2% | -$2,016 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $125.41万 | 0.08% | 10,100 | -600 | -5.6% | -$7.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $123.84万 | 0.08% | 4,404 | 1,585 | 56.2% | $44.57万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $120.68万 | 0.07% | 1,669 | -30 | -1.8% | -$2.17万 | 减仓 |
| COHR | COHERENT CORP COM | $118.34万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $115.97万 | 0.07% | 10,512 | -1,200 | -10.2% | -$13.24万 | 减仓 |
| IBCA | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF | $107.95万 | 0.07% | 42,150 | 42,150 | — | $107.95万 | 新建仓 |
| 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 |
| TRGP | TARGA RES CORP COM | $95.54万 | 0.06% | 3,563 | -190 | -5.1% | -$5.09万 | 减仓 |
| PEP | PEPSICO INC COM | $95.44万 | 0.06% | 7,049 | -645 | -8.4% | -$8.73万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $92.73万 | 0.06% | 3,111 | 50 | 1.6% | $1.49万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $91.92万 | 0.06% | 7,276 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $91.07万 | 0.06% | 3,619 | 1,651 | 83.9% | $41.55万 | 加仓 |
| DXCM | DEXCOM INC COM | $88.54万 | 0.05% | 13,146 | -3,328 | -20.2% | -$22.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $86.78万 | 0.05% | 5,918 | 150 | 2.6% | $2.20万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $85.25万 | 0.05% | 8,342 | 1,175 | 16.4% | $12.01万 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $80.93万 | 0.05% | 7,003 | -450 | -6.0% | -$5.20万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $80.01万 | 0.05% | 1,571 | -316 | -16.7% | -$16.09万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $78.15万 | 0.05% | 9,990 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $74.54万 | 0.05% | 8,078 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $73.78万 | 0.05% | 628 | 99 | 18.7% | $11.63万 | 加仓 |
| INTC | INTEL CORP COM | $73.31万 | 0.04% | 5,250 | 20 | 0.4% | $2,793 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $73.07万 | 0.04% | 7,970 | 7,970 | — | $73.07万 | 新建仓 |
| VB | VANGUARD SMALL-CAP ETF | $72.99万 | 0.04% | 2,408 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $72.39万 | 0.04% | 22,830 | 101 | 0.4% | $3,203 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $69.07万 | 0.04% | 2,609 | -249 | -8.7% | -$6.59万 | 减仓 |
| ORCL | ORACLE CORP COM | $68.61万 | 0.04% | 4,682 | 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 |
| GS | GOLDMAN SACHS GROUP INC COM | $67.36万 | 0.04% | 666 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $66.32万 | 0.04% | 6,885 | 6,885 | — | $66.32万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $66.11万 | 0.04% | 1,769 | 204 | 13.0% | $7.62万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $65.33万 | 0.04% | 6,764 | -700 | -9.4% | -$6.76万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $61.49万 | 0.04% | 7,632 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $61.13万 | 0.04% | 1,652 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $61.13万 | 0.04% | 1,688 | 24 | 1.4% | $8,691 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $60.97万 | 0.04% | 1,920 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $59.49万 | 0.04% | 1,396 | 25 | 1.8% | $1.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $56.60万 | 0.03% | 1,111 | -91 | -7.6% | -$4.64万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $56.06万 | 0.03% | 1,000 | -9 | -0.9% | -$5,045 | 减仓 |
| DASH | DOORDASH INC CL A | $55.60万 | 0.03% | 3,013 | -1,014 | -25.2% | -$18.71万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $54.32万 | 0.03% | 6,306 | 720 | 12.9% | $6.20万 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $54.30万 | 0.03% | 1,460 | -140 | -8.8% | -$5.21万 | 减仓 |
| EWT | ISHARES MSCI TAIWAN ETF | $54.03万 | 0.03% | 4,975 | -150 | -2.9% | -$1.63万 | 减仓 |
| AME | AMETEK INC COM | $53.88万 | 0.03% | 2,227 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $53.52万 | 0.03% | 4,478 | -2 | -0.0% | -$239 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $51.80万 | 0.03% | 5,851 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $51.69万 | 0.03% | 996 | 996 | — | $51.69万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC COM | $51.42万 | 0.03% | 2,885 | -2,490 | -46.3% | -$44.38万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $50.55万 | 0.03% | 5,579 | -312 | -5.3% | -$2.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $48.13万 | 0.03% | 980 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $47.31万 | 0.03% | 2,785 | 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 |
| ILMN | ILLUMINA INC COM | $46.82万 | 0.03% | 2,663 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $46.50万 | 0.03% | 5,139 | -29,157 | -85.0% | -$263.84万 | 减仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $44.52万 | 0.03% | 3,496 | 3,496 | — | $44.52万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $42.95万 | 0.03% | 1,815 | 5 | 0.3% | $1,183 | 加仓 |
| DHR | DANAHER CORP DEL COM | $42.71万 | 0.03% | 2,242 | -206 | -8.4% | -$3.92万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $42.28万 | 0.03% | 1,344 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $42.10万 | 0.03% | 248 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $41.99万 | 0.03% | 13,135 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $38.50万 | 0.02% | 4,128 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | $37.10万 | 0.02% | 5,331 | 5,331 | — | $37.10万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $36.73万 | 0.02% | 3,148 | -75 | -2.3% | -$8,750 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $36.43万 | 0.02% | 996 | 75 | 8.1% | $2.74万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $36.33万 | 0.02% | 3,512 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.79万 | 0.02% | 10,751 | -925 | -7.9% | -$3.08万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $34.03万 | 0.02% | 2,377 | 2,377 | — | $34.03万 | 新建仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $33.78万 | 0.02% | 2,875 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $33.72万 | 0.02% | 6,220 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $33.17万 | 0.02% | 1,226 | 100 | 8.9% | $2.71万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $32.85万 | 0.02% | 4,048 | 4,048 | — | $32.85万 | 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 |
| KLAC | KLA CORP COM NEW | $32.28万 | 0.02% | 1,070 | 1,070 | — | $32.28万 | 新建仓 |
| C | CITIGROUP INC COM NEW | $32.06万 | 0.02% | 2,291 | 200 | 9.6% | $2.80万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $30.86万 | 0.02% | 4,468 | 150 | 3.5% | $1.04万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $30.33万 | 0.02% | 3,145 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $30.13万 | 0.02% | 308 | 0 | 0.0% | — | 不变 |
| 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 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $29.76万 | 0.02% | 8,096 | 507 | 6.7% | $1.86万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $28.57万 | 0.02% | 3,685 | 3,685 | — | $28.57万 | 新建仓 |
| EWN | ISHARES MSCI NETHERLANDS ETF | $28.07万 | 0.02% | 3,990 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $27.98万 | 0.02% | 290 | 290 | — | $27.98万 | 新建仓 |