Traveka Wealth, LLC
LOS ALTOS CA · SEC CIK 0002009176
$2.62亿2026Q1 申报市值
186持仓数
40.1%前十大占比 · 第一大 9.6%
15 / 14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
IVV 加仓+$830.24万
GOVT 加仓+$367.18万
IXUS 加仓+$360.60万
SYSB 新建仓+$321.25万
MBB 加仓+$263.26万
2026Q1 卖出最多 按季末市值估算
IGEB 清仓-$217.92万
CMF 减仓-$78.72万
VBR 减仓-$70.26万
IYF 清仓-$64.61万
AZN 清仓-$63.42万
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 |
|---|---|---|---|---|---|---|---|---|
| BHP | BHP GROUP LTD | $36.94万 | 0.14% | 5,078 | 201 | 4.1% | $1.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $39.30万 | 0.15% | 5,134 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER S.A. | $39.59万 | 0.15% | 35,094 | 26 | 0.1% | $293 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $39.75万 | 0.15% | 4,664 | 366 | 8.5% | $3.12万 | 加仓 |
| SHEL | SHELL PLC | $40.36万 | 0.15% | 4,340 | 27 | 0.6% | $2,511 | 加仓 |
| TJX | TJX COS INC NEW | $40.69万 | 0.16% | 2,548 | 41 | 1.6% | $6,548 | 加仓 |
| EUSB | ISHARES TR | $40.72万 | 0.16% | 9,360 | 263 | 2.9% | $1.14万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $41.13万 | 0.16% | 8,852 | 8,852 | — | $41.13万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $41.16万 | 0.16% | 13,496 | 286 | 2.2% | $8,723 | 加仓 |
| APH | AMPHENOL CORP NEW | $42.05万 | 0.16% | 3,328 | 7 | 0.2% | $884 | 加仓 |
| BAC | BANK AMERICA CORP | $42.33万 | 0.16% | 8,683 | 14 | 0.2% | $683 | 加仓 |
| ESGU | ISHARES TR | $42.75万 | 0.16% | 3,023 | 260 | 9.4% | $3.68万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $43.11万 | 0.16% | 8,641 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $44.17万 | 0.17% | 5,548 | -174 | -3.0% | -$1.39万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $45.89万 | 0.18% | 1,358 | 136 | 11.1% | $4.60万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $46.93万 | 0.18% | 1,654 | 100 | 6.4% | $2.84万 | 加仓 |
| GEV | GE VERNOVA INC | $48.18万 | 0.18% | 552 | 5 | 0.9% | $4,365 | 加仓 |
| AMAT | APPLIED MATLS INC | $48.25万 | 0.18% | 1,412 | 8 | 0.6% | $2,733 | 加仓 |
| NVS | NOVARTIS AG | $48.65万 | 0.19% | 3,185 | -83 | -2.5% | -$1.27万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $49.51万 | 0.19% | 6,959 | -6,551 | -48.5% | -$46.60万 | 减仓 |
| RTX | RTX CORPORATION | $49.73万 | 0.19% | 2,578 | -76 | -2.9% | -$1.47万 | 减仓 |
| MCD | MCDONALDS CORP | $51.49万 | 0.20% | 1,657 | -36 | -2.1% | -$1.12万 | 减仓 |
| HD | HOME DEPOT INC | $52.39万 | 0.20% | 1,593 | 111 | 7.5% | $3.65万 | 加仓 |
| LIN | LINDE PLC | $52.67万 | 0.20% | 1,062 | 16 | 1.5% | $7,935 | 加仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $52.78万 | 0.20% | 26,726 | 613 | 2.3% | $1.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $55.26万 | 0.21% | 3,778 | 115 | 3.1% | $1.68万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $56.01万 | 0.21% | 7,986 | 164 | 2.1% | $1.15万 | 加仓 |
| IAU | ISHARES GOLD TR | $60.32万 | 0.23% | 6,842 | 4,324 | 171.7% | $38.12万 | 加仓 |
| CVX | CHEVRON CORP NEW | $62.46万 | 0.24% | 3,019 | -15 | -0.5% | -$3,103 | 减仓 |
| VOE | VANGUARD INDEX FDS | $63.07万 | 0.24% | 3,422 | -181 | -5.0% | -$3.34万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $64.23万 | 0.25% | 37,848 | 442 | 1.2% | $7,501 | 加仓 |
| EAGG | ISHARES TR | $66.10万 | 0.25% | 13,902 | 1,940 | 16.2% | $9.22万 | 加仓 |
| AZN | ASTRAZENECA PLC | $67.38万 | 0.26% | 3,417 | 3,417 | — | $67.38万 | 新建仓 |
| EFV | ISHARES TR | $68.39万 | 0.26% | 9,199 | 9,199 | — | $68.39万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.10万 | 0.26% | 3,397 | 8 | 0.2% | $1,627 | 加仓 |
| SUSC | ISHARES TR | $70.92万 | 0.27% | 30,651 | 742 | 2.5% | $1.72万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $73.25万 | 0.28% | 5,071 | 290 | 6.1% | $4.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $76.79万 | 0.29% | 1,537 | 21 | 1.4% | $1.05万 | 加仓 |
| V | VISA INC | $76.85万 | 0.29% | 2,543 | -3 | -0.1% | -$907 | 减仓 |
| PWRD | TCW ETF TRUST | $77.00万 | 0.29% | 7,876 | 1,002 | 14.6% | $9.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $79.05万 | 0.30% | 2,339 | -109 | -4.5% | -$3.68万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $79.21万 | 0.30% | 1,218 | 36 | 3.0% | $2.34万 | 加仓 |
| ABBV | ABBVIE INC | $79.35万 | 0.30% | 3,648 | 27 | 0.7% | $5,873 | 加仓 |
| UNP | UNION PAC CORP | $80.17万 | 0.31% | 3,304 | -254 | -7.1% | -$6.16万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $81.57万 | 0.31% | 10,568 | 3,908 | 58.7% | $30.16万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $82.05万 | 0.31% | 3,987 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $83.40万 | 0.32% | 10,110 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $84.35万 | 0.32% | 11,232 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $86.82万 | 0.33% | 11,259 | -96 | -0.8% | -$7,403 | 减仓 |
| EMR | EMERSON ELEC CO | $91.50万 | 0.35% | 6,983 | -63 | -0.9% | -$8,255 | 减仓 |
| ASML | ASML HOLDING N V | $92.47万 | 0.35% | 700 | 28 | 4.2% | $3.70万 | 加仓 |
| EMGF | ISHARES INC | $92.83万 | 0.35% | 15,362 | 2,315 | 17.7% | $13.99万 | 加仓 |
| CAT | CATERPILLAR INC | $95.24万 | 0.36% | 1,344 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $97.29万 | 0.37% | 29,527 | 17,108 | 137.8% | $56.37万 | 加仓 |
| WMT | WALMART INC | $98.07万 | 0.37% | 7,891 | 128 | 1.6% | $1.59万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $99.87万 | 0.38% | 21,891 | -9,478 | -30.2% | -$43.24万 | 减仓 |
| IDEV | ISHARES TR | $102.27万 | 0.39% | 12,238 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $107.01万 | 0.41% | 7,526 | 7,526 | — | $107.01万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $114.24万 | 0.44% | 21,998 | -60 | -0.3% | -$3,116 | 减仓 |
| TSLA | TESLA INC | $122.01万 | 0.47% | 3,282 | -26 | -0.8% | -$9,665 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $123.10万 | 0.47% | 24,561 | -7,440 | -23.2% | -$37.29万 | 减仓 |
| NFLX | NETFLIX INC | $134.51万 | 0.51% | 13,989 | -164 | -1.2% | -$1.58万 | 减仓 |
| — | EXXON MOBIL CORP | $136.98万 | 0.52% | 8,074 | 12 | 0.1% | $2,036 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $138.19万 | 0.53% | 19,260 | 3,566 | 22.7% | $25.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $139.51万 | 0.53% | 21,772 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $151.87万 | 0.58% | 26,104 | 3,953 | 17.8% | $23.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $152.64万 | 0.58% | 6,244 | 303 | 5.1% | $7.41万 | 加仓 |
| AGG | ISHARES TR | $161.30万 | 0.62% | 16,249 | 4,849 | 42.5% | $48.14万 | 加仓 |
| TLH | ISHARES TR | $166.25万 | 0.63% | 16,506 | 7,456 | 82.4% | $75.10万 | 加仓 |
| HYMB | SPDR SER TR | $168.83万 | 0.64% | 68,076 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $173.09万 | 0.66% | 1,737 | 2 | 0.1% | $1,993 | 加仓 |
| SHM | SPDR SER TR | $176.85万 | 0.68% | 36,975 | -1,381 | -3.6% | -$6.61万 | 减仓 |
| VB | VANGUARD INDEX FDS | $184.08万 | 0.70% | 7,028 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $192.10万 | 0.73% | 25,260 | -134 | -0.5% | -$1.02万 | 减仓 |
| AVGO | BROADCOM INC | $192.23万 | 0.73% | 6,211 | 205 | 3.4% | $6.34万 | 加仓 |
| ITOT | ISHARES TR | $200.62万 | 0.77% | 14,085 | 32 | 0.2% | $4,558 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $200.63万 | 0.77% | 6,820 | -25 | -0.4% | -$7,354 | 减仓 |
| LLY | ELI LILLY & CO | $213.91万 | 0.82% | 2,326 | 26 | 1.1% | $2.39万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $227.61万 | 0.87% | 15,612 | -208 | -1.3% | -$3.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.21万 | 0.93% | 5,096 | 48 | 1.0% | $2.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $267.15万 | 1.02% | 36,278 | 3,606 | 11.0% | $26.55万 | 加仓 |
| META | META PLATFORMS INC | $271.27万 | 1.04% | 4,741 | 768 | 19.3% | $43.94万 | 加仓 |
| CMF | ISHARES TR | $282.53万 | 1.08% | 49,688 | -13,845 | -21.8% | -$78.72万 | 减仓 |
| GOOG | ALPHABET INC | $293.93万 | 1.12% | 10,247 | 4,434 | 76.3% | $127.19万 | 加仓 |
| AMZN | AMAZON COM INC | $306.38万 | 1.17% | 14,711 | 107 | 0.7% | $2.23万 | 加仓 |
| IEMG | ISHARES INC | $310.13万 | 1.18% | 44,463 | -274 | -0.6% | -$1.91万 | 减仓 |
| SYSB | ISHARES TR | $321.25万 | 1.23% | 36,095 | 36,095 | — | $321.25万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $330.63万 | 1.26% | 42,167 | -525 | -1.2% | -$4.12万 | 减仓 |
| HEFA | ISHARES TR | $383.11万 | 1.46% | 90,153 | -12,153 | -11.9% | -$51.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $461.82万 | 1.76% | 12,476 | -310 | -2.4% | -$11.48万 | 减仓 |
| MBB | ISHARES TR | $463.34万 | 1.77% | 48,799 | 27,726 | 131.6% | $263.26万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $465.54万 | 1.78% | 99,602 | -5,825 | -5.5% | -$27.23万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $497.52万 | 1.90% | 56,090 | -461 | -0.8% | -$4.09万 | 减仓 |
| MUB | ISHARES TR | $507.50万 | 1.94% | 47,810 | -49 | -0.1% | -$5,201 | 减仓 |
| IEFA | ISHARES TR | $516.23万 | 1.97% | 57,023 | 302 | 0.5% | $2.73万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $525.43万 | 2.01% | 118,207 | -3,499 | -2.9% | -$15.55万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $598.36万 | 2.28% | 18,652 | 225 | 1.2% | $7.22万 | 加仓 |
| GOOGL | ALPHABET INC | $600.39万 | 2.29% | 20,879 | 5,466 | 35.5% | $157.18万 | 加仓 |
| AAPL | APPLE INC | $646.30万 | 2.47% | 25,466 | 695 | 2.8% | $17.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $721.89万 | 2.76% | 41,393 | 879 | 2.2% | $15.33万 | 加仓 |