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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | $1.15亿 | 7.07% | 576,081 | -2,851 | -0.5% | -$57.05万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $8,979.40万 | 5.51% | 254,136 | 1 | 0.0% | $353 | 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 |
| PANW | PALO ALTO NETWORKS INC COM | $5,924.23万 | 3.64% | 173,721 | 3,447 | 2.0% | $117.55万 | 加仓 |
| AAPL | APPLE INC COM | $5,353.59万 | 3.29% | 185,015 | 719 | 0.4% | $20.80万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $4,994.72万 | 3.06% | 76,152 | -1,753 | -2.3% | -$114.98万 | 减仓 |
| AMZN | AMAZON COM INC COM | $4,235.30万 | 2.60% | 177,700 | 2,259 | 1.3% | $53.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $4,037.27万 | 2.48% | 69,499 | -7,987 | -10.3% | -$463.97万 | 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 |
| CAT | CATERPILLAR INC COM | $3,844.64万 | 2.36% | 36,103 | -891 | -2.4% | -$94.88万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3,495.10万 | 2.14% | 93,697 | 1,210 | 1.3% | $45.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,390.28万 | 2.08% | 103,574 | 2,996 | 3.0% | $98.07万 | 加仓 |
| APH | AMPHENOL CORP CL A | $3,352.70万 | 2.06% | 190,149 | 563 | 0.3% | $9.93万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $3,252.38万 | 2.00% | 97,138 | -7,820 | -7.5% | -$261.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $3,179.57万 | 1.95% | 66,578 | -1,401 | -2.1% | -$66.91万 | 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 |
| PWR | QUANTA SVCS INC COM | $2,830.41万 | 1.74% | 39,309 | -398 | -1.0% | -$28.66万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2,828.87万 | 1.74% | 30,240 | 366 | 1.2% | $34.24万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2,321.64万 | 1.42% | 111,062 | 1,066 | 1.0% | $22.28万 | 加仓 |
| DHI | D R HORTON INC COM | $2,059.13万 | 1.26% | 126,420 | 35 | 0.0% | $5,701 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1,977.67万 | 1.21% | 52,693 | 333 | 0.6% | $12.50万 | 加仓 |
| 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 |
| EXTR | EXTREME NETWORKS INC COM | $1,885.05万 | 1.16% | 582,345 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $1,818.43万 | 1.12% | 53,002 | -197 | -0.4% | -$6.76万 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $1,742.84万 | 1.07% | 105,787 | 5,606 | 5.6% | $92.36万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,738.22万 | 1.07% | 46,015 | 6,166 | 15.5% | $232.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1,728.65万 | 1.06% | 34,479 | -67 | -0.2% | -$3.36万 | 减仓 |
| HD | HOME DEPOT INC COM | $1,681.88万 | 1.03% | 47,689 | 1,676 | 3.6% | $59.11万 | 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 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,550.99万 | 0.95% | 39,001 | 1,809 | 4.9% | $71.94万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,524.59万 | 0.94% | 213,528 | 2,781 | 1.3% | $19.86万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $1,470.37万 | 0.90% | 57,775 | -5,776 | -9.1% | -$147.00万 | 减仓 |
| WMT | WALMART INC COM | $1,468.78万 | 0.90% | 129,683 | 4,068 | 3.2% | $46.07万 | 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 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,412.52万 | 0.87% | 18,915 | 86 | 0.5% | $6.42万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1,392.05万 | 0.85% | 192,912 | -3,756 | -1.9% | -$27.10万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $1,371.29万 | 0.84% | 55,907 | 1,873 | 3.5% | $45.94万 | 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 |
| DE | DEERE & CO COM | $1,311.05万 | 0.80% | 20,668 | 1,364 | 7.1% | $86.52万 | 加仓 |
| GLD | SPDR GOLD SHARES | $1,285.24万 | 0.79% | 34,889 | -1,130 | -3.1% | -$41.63万 | 减仓 |
| 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 |
| WM | WASTE MGMT INC DEL COM | $1,238.34万 | 0.76% | 55,561 | 8,403 | 17.8% | $187.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $1,212.34万 | 0.74% | 24,228 | 150 | 0.6% | $7.51万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $1,192.91万 | 0.73% | 22,660 | 143 | 0.6% | $7.53万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1,157.24万 | 0.71% | 36,756 | -209 | -0.6% | -$6.58万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1,147.36万 | 0.70% | 61,942 | 1,239 | 2.0% | $22.95万 | 加仓 |
| TJX | TJX COS INC NEW COM | $1,091.56万 | 0.67% | 72,050 | 17,217 | 31.4% | $260.84万 | 加仓 |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $1,073.86万 | 0.66% | 492,598 | 24,600 | 5.3% | $53.63万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,036.41万 | 0.64% | 164,798 | 43,636 | 36.0% | $274.43万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,008.15万 | 0.62% | 19,629 | 115 | 0.6% | $5.91万 | 加仓 |
| NOW | SERVICENOW INC COM | $911.48万 | 0.56% | 91,809 | -22,637 | -19.8% | -$224.74万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $884.13万 | 0.54% | 55,725 | 993 | 1.8% | $15.75万 | 加仓 |
| BLK | BLACKROCK INC COM | $878.65万 | 0.54% | 9,138 | 637 | 7.5% | $61.25万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $872.19万 | 0.54% | 12,699 | 1,102 | 9.5% | $75.69万 | 加仓 |
| UNP | UNION PAC CORP COM | $859.24万 | 0.53% | 31,590 | 1,521 | 5.1% | $41.37万 | 加仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $849.02万 | 0.52% | 350,401 | -115,878 | -24.9% | -$280.77万 | 减仓 |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | $770.67万 | 0.47% | 369,802 | 20,225 | 5.8% | $42.15万 | 加仓 |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $672.35万 | 0.41% | 266,910 | 2,395 | 0.9% | $6.03万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $629.09万 | 0.39% | 33,020 | 1,212 | 3.8% | $23.09万 | 加仓 |
| HON | HONEYWELL INTL INC COM | $618.34万 | 0.38% | 27,617 | -23,418 | -45.9% | -$524.33万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $610.56万 | 0.37% | 27,617 | 27,617 | — | $610.56万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $581.23万 | 0.36% | 39,190 | 3,500 | 9.8% | $51.91万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $579.34万 | 0.36% | 662,107 | -63,029 | -8.7% | -$55.15万 | 减仓 |
| INTU | INTUIT COM | $569.98万 | 0.35% | 21,838 | -6,994 | -24.3% | -$182.54万 | 减仓 |
| TSLA | TESLA INC COM | $560.37万 | 0.34% | 13,323 | 8,123 | 156.2% | $341.65万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $549.08万 | 0.34% | 32,736 | -8,962 | -21.5% | -$150.32万 | 减仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $527.24万 | 0.32% | 204,795 | 23,350 | 12.9% | $60.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $511.38万 | 0.31% | 56,357 | -8,144 | -12.6% | -$73.90万 | 减仓 |
| VEEV | VEEVA SYS INC CL A COM | $478.02万 | 0.29% | 26,935 | -10,895 | -28.8% | -$193.35万 | 减仓 |
| IBDZ | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $472.38万 | 0.29% | 181,335 | 52,500 | 40.7% | $136.76万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $428.88万 | 0.26% | 75,268 | 485 | 0.6% | $2.76万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $425.39万 | 0.26% | 26,881 | 14,673 | 120.2% | $232.20万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $411.96万 | 0.25% | 5,501 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $383.11万 | 0.24% | 23,112 | -1,846 | -7.4% | -$30.60万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $376.71万 | 0.23% | 135,998 | 34,016 | 33.4% | $94.22万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $371.79万 | 0.23% | 19,548 | 1,978 | 11.3% | $37.62万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $364.46万 | 0.22% | 20,295 | -3,350 | -14.2% | -$60.16万 | 减仓 |
| LLY | ELI LILLY & CO COM | $341.48万 | 0.21% | 2,847 | 123 | 4.5% | $14.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $332.44万 | 0.20% | 2,880 | -573 | -16.6% | -$66.14万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $329.53万 | 0.20% | 26,780 | -150 | -0.6% | -$1.85万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $314.33万 | 0.19% | 14,773 | -2,227 | -13.1% | -$47.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $311.36万 | 0.19% | 4,080 | 4,080 | — | $311.36万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $301.65万 | 0.19% | 31,340 | -2,306 | -6.9% | -$22.20万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $299.67万 | 0.18% | 9,974 | 478 | 5.0% | $14.36万 | 加仓 |
| NDAQ | NASDAQ INC COM | $295.18万 | 0.18% | 37,450 | 5,555 | 17.4% | $43.78万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $258.36万 | 0.16% | 3,508 | -24 | -0.7% | -$1.77万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $257.85万 | 0.16% | 18,860 | 18,860 | — | $257.85万 | 新建仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $249.72万 | 0.15% | 32,385 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $247.13万 | 0.15% | 39,605 | 6,238 | 18.7% | $38.92万 | 加仓 |
| SLB | SLB LIMITED COM STK | $243.42万 | 0.15% | 52,359 | -11,930 | -18.6% | -$55.46万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $234.36万 | 0.14% | 21,416 | 33 | 0.2% | $3,611 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $228.70万 | 0.14% | 59,265 | -23,980 | -28.8% | -$92.54万 | 减仓 |
| CSCO | CISCO SYS INC COM | $222.06万 | 0.14% | 18,905 | 2,629 | 16.2% | $30.88万 | 加仓 |
| CB | CHUBB LIMITED COM | $219.64万 | 0.13% | 6,446 | 6,446 | — | $219.64万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $215.87万 | 0.13% | 8,500 | 157 | 1.9% | $3.99万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $210.89万 | 0.13% | 39,708 | -4,224 | -9.6% | -$22.43万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $207.12万 | 0.13% | 16,824 | -3,948 | -19.0% | -$48.60万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $203.63万 | 0.12% | 3,178 | 869 | 37.6% | $55.68万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $200.35万 | 0.12% | 19,286 | -55 | -0.3% | -$5,713 | 减仓 |
| WDAY | WORKDAY INC CL A | $197.40万 | 0.12% | 16,125 | -13,047 | -44.7% | -$159.72万 | 减仓 |