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 |
|---|---|---|---|---|---|---|---|---|
| EWN | ISHARES MSCI NETHERLANDS ETF | $22.95万 | 0.02% | 3,990 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $22.32万 | 0.02% | 2,403 | 2,403 | — | $22.32万 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $21.97万 | 0.02% | 7,888 | 7,888 | — | $21.97万 | 新建仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $21.79万 | 0.02% | 2,195 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $21.50万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $21.46万 | 0.02% | 1,405 | 1,405 | — | $21.46万 | 新建仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $21.44万 | 0.02% | 4,674 | -2,100 | -31.0% | -$9.63万 | 减仓 |
| AZO | AUTOZONE INC COM | $21.28万 | 0.02% | 63 | 0 | 0.0% | — | 不变 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $21.04万 | 0.02% | 4,370 | 4,370 | — | $21.04万 | 新建仓 |
| BKMS | BNY MELLON MUNICIPAL SHORT DURATION ETF | $20.46万 | 0.02% | 8,019 | 8,019 | — | $20.46万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $20.31万 | 0.01% | 4,045 | 4,045 | — | $20.31万 | 新建仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $20.22万 | 0.01% | 8,056 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $19.98万 | 0.01% | 10,350 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $19.37万 | 0.01% | 14,766 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $17.39万 | 0.01% | 47,500 | 2,000 | 4.4% | $7,320 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $3.02万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -6,712 | -100.0% | -$84.45万 | 清仓 |
| MRP | MILLROSE PPTYS INC COM CL A | $0 | 0.00% | 0 | -15,185 | -100.0% | -$45.36万 | 清仓 |
| ADBE | ADOBE INC COM | $0 | 0.00% | 0 | -1,039 | -100.0% | -$36.36万 | 清仓 |
| AKRE | AKRE FOCUS ETF | $0 | 0.00% | 0 | -4,950 | -100.0% | -$32.43万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $0 | 0.00% | 0 | -6,363 | -100.0% | -$30.91万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | -1,794 | -100.0% | -$29.09万 | 清仓 |
| QCOM | QUALCOMM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $0 | 0.00% | 0 | -7,849 | -100.0% | -$27.05万 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -1,087 | -100.0% | -$26.40万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,380 | -100.0% | -$25.37万 | 清仓 |
| — | GLOBAL X DAX GERMANY ETF | $0 | 0.00% | 0 | -4,495 | -100.0% | -$20.51万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -304 | -100.0% | -$20.48万 | 清仓 |