Traveka Wealth, LLC
LOS ALTOS CA · SEC CIK 0002009176
$3.01亿2026Q2 申报市值
199持仓数
40.6%前十大占比 · 第一大 10.3%
22 / 15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
IVV 加仓+$195.68万
GOVT 加仓+$141.65万
XOM 新建仓+$111.02万
IXUS 加仓+$88.37万
MBB 加仓+$83.05万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$136.98万
VTV 减仓-$32.21万
ABT 清仓-$31.58万
HONEYWELL INTL I 清仓-$30.16万
BIV 减仓-$28.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQI | VANGUARD INTL EQUITY INDEX F | $538.03万 | 1.79% | 119,962 | 1,755 | 1.5% | $7.87万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $542.60万 | 1.80% | 56,268 | 178 | 0.3% | $1.72万 | 加仓 |
| MBB | ISHARES TR | $544.30万 | 1.81% | 57,586 | 8,787 | 18.0% | $83.05万 | 加仓 |
| IEFA | ISHARES TR | $563.17万 | 1.87% | 58,312 | 1,289 | 2.3% | $12.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $680.23万 | 2.26% | 18,383 | -269 | -1.4% | -$9.95万 | 减仓 |
| GOOGL | ALPHABET INC | $733.60万 | 2.44% | 20,528 | -351 | -1.7% | -$12.54万 | 减仓 |
| AAPL | APPLE INC | $744.82万 | 2.48% | 25,740 | 274 | 1.1% | $7.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $842.27万 | 2.80% | 42,095 | 702 | 1.7% | $14.05万 | 加仓 |
| GOVT | ISHARES TR | $881.47万 | 2.93% | 386,951 | 62,182 | 19.1% | $141.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,011.37万 | 3.36% | 14,726 | -326 | -2.2% | -$22.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,278.30万 | 4.25% | 58,656 | -1,478 | -2.5% | -$32.21万 | 减仓 |
| IXUS | ISHARES TR | $1,294.97万 | 4.31% | 135,685 | 9,259 | 7.3% | $88.37万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,659.34万 | 5.52% | 68,288 | -674 | -1.0% | -$16.38万 | 减仓 |
| IVV | ISHARES TR | $3,088.17万 | 10.27% | 41,237 | 2,613 | 6.8% | $195.68万 | 加仓 |