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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC COM | $27.73万 | 0.02% | 266 | -9 | -3.3% | -$9,382 | 减仓 |
| QCOM | QUALCOMM INC COM | $27.27万 | 0.02% | 1,476 | -172 | -10.4% | -$3.18万 | 重新持有 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $26.92万 | 0.02% | 2,720 | 525 | 23.9% | $5.20万 | 加仓 |
| — | COLUMBIA INDIA CONSUMER ETF | $26.91万 | 0.02% | 4,512 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $26.56万 | 0.02% | 3,517 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $26.24万 | 0.02% | 2,866 | 2,866 | — | $26.24万 | 新建仓 |
| AZN | ASTRAZENECA PLC ORD | $26.11万 | 0.02% | 1,377 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $26.05万 | 0.02% | 1,090 | 162 | 17.5% | $3.87万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $25.95万 | 0.02% | 4,347 | 4,347 | — | $25.95万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $25.83万 | 0.02% | 11,440 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $25.54万 | 0.02% | 6,031 | 1,986 | 49.1% | $8.41万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $25.43万 | 0.02% | 1,033 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $25.16万 | 0.02% | 2,867 | 464 | 19.3% | $4.07万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $25.15万 | 0.02% | 3,063 | -429 | -12.3% | -$3.52万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $25.14万 | 0.02% | 844 | 844 | — | $25.14万 | 新建仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $24.95万 | 0.02% | 4,474 | -200 | -4.3% | -$1.12万 | 减仓 |
| SDOG | ALPS SECTOR DIVIDEND DOGS ETF | $24.76万 | 0.02% | 3,630 | 3,630 | — | $24.76万 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC COM NEW | $24.53万 | 0.02% | 14,766 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $24.09万 | 0.01% | 874 | -96 | -9.9% | -$2.65万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $23.69万 | 0.01% | 2,852 | -50 | -1.7% | -$4,154 | 减仓 |
| AMLP | ALERIAN MLP ETF | $23.33万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $23.33万 | 0.01% | 8,057 | 1 | 0.0% | $29 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $22.13万 | 0.01% | 3,925 | 3,925 | — | $22.13万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $22.02万 | 0.01% | 1,405 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $20.77万 | 0.01% | 523 | 523 | — | $20.77万 | 新建仓 |
| AZO | AUTOZONE INC COM | $20.13万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $19.79万 | 0.01% | 10,350 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $17.91万 | 0.01% | 47,500 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI INC COM | $17.18万 | 0.01% | 13,714 | 13,714 | — | $17.18万 | 新建仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $14.12万 | 0.01% | 12,848 | 12,848 | — | $14.12万 | 新建仓 |
| — | FRANKLIN MUN OPPORTUNITIES TR SH BEN INT | $12.15万 | 0.01% | 11,531 | 11,531 | — | $12.15万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC COM | $3.66万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -19,813 | -100.0% | -$336.15万 | 清仓 |
| TTD | THE TRADE DESK INC COM CL A | $0 | 0.00% | 0 | -40,000 | -100.0% | -$90.76万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -9,038 | -100.0% | -$47.74万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -2,297 | -100.0% | -$37.32万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $0 | 0.00% | 0 | -5,595 | -100.0% | -$33.93万 | 清仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $0 | 0.00% | 0 | -900 | -100.0% | -$33.36万 | 清仓 |
| TCOM | TRIP COM GROUP LTD ADS | $0 | 0.00% | 0 | -5,062 | -100.0% | -$25.20万 | 清仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $0 | 0.00% | 0 | -7,888 | -100.0% | -$21.97万 | 清仓 |
| DJP | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | $0 | 0.00% | 0 | -4,370 | -100.0% | -$21.04万 | 清仓 |
| BKMS | BNY MELLON MUNICIPAL SHORT DURATION ETF | $0 | 0.00% | 0 | -8,019 | -100.0% | -$20.46万 | 清仓 |