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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,088.17万 | 10.27% | 41,237 | 2,613 | 6.8% | $195.68万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,659.34万 | 5.52% | 68,288 | -674 | -1.0% | -$16.38万 | 减仓 |
| IXUS | ISHARES TR | $1,294.97万 | 4.31% | 135,685 | 9,259 | 7.3% | $88.37万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,278.30万 | 4.25% | 58,656 | -1,478 | -2.5% | -$32.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,011.37万 | 3.36% | 14,726 | -326 | -2.2% | -$22.39万 | 减仓 |
| GOVT | ISHARES TR | $881.47万 | 2.93% | 386,951 | 62,182 | 19.1% | $141.65万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $842.27万 | 2.80% | 42,095 | 702 | 1.7% | $14.05万 | 加仓 |
| AAPL | APPLE INC | $744.82万 | 2.48% | 25,740 | 274 | 1.1% | $7.93万 | 加仓 |
| GOOGL | ALPHABET INC | $733.60万 | 2.44% | 20,528 | -351 | -1.7% | -$12.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $680.23万 | 2.26% | 18,383 | -269 | -1.4% | -$9.95万 | 减仓 |
| IEFA | ISHARES TR | $563.17万 | 1.87% | 58,312 | 1,289 | 2.3% | $12.45万 | 加仓 |
| MBB | ISHARES TR | $544.30万 | 1.81% | 57,586 | 8,787 | 18.0% | $83.05万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $542.60万 | 1.80% | 56,268 | 178 | 0.3% | $1.72万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $538.03万 | 1.79% | 119,962 | 1,755 | 1.5% | $7.87万 | 加仓 |
| MUB | ISHARES TR | $508.30万 | 1.69% | 47,231 | -579 | -1.2% | -$6.23万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $476.52万 | 1.58% | 99,027 | -575 | -0.6% | -$2.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $471.98万 | 1.57% | 12,653 | 177 | 1.4% | $6.60万 | 加仓 |
| HEFA | ISHARES TR | $402.00万 | 1.34% | 85,670 | -4,483 | -5.0% | -$21.04万 | 减仓 |
| SYSB | ISHARES TR | $382.73万 | 1.27% | 43,141 | 7,046 | 19.5% | $62.51万 | 加仓 |
| IEMG | ISHARES INC | $375.32万 | 1.25% | 45,307 | 844 | 1.9% | $6.99万 | 加仓 |
| GOOG | ALPHABET INC | $363.42万 | 1.21% | 10,286 | 39 | 0.4% | $1.38万 | 加仓 |
| AMZN | AMAZON COM INC | $357.05万 | 1.19% | 14,981 | 270 | 1.8% | $6.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $330.44万 | 1.10% | 42,413 | 246 | 0.6% | $1.92万 | 加仓 |
| CMF | ISHARES TR | $284.80万 | 0.95% | 49,410 | -278 | -0.6% | -$1.60万 | 减仓 |
| LLY | ELI LILLY & CO | $283.27万 | 0.94% | 2,362 | 36 | 1.5% | $4.32万 | 加仓 |
| META | META PLATFORMS INC | $266.17万 | 0.89% | 4,725 | -16 | -0.3% | -$9,013 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.71万 | 0.85% | 5,130 | 34 | 0.7% | $1.70万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $244.85万 | 0.81% | 33,353 | -2,925 | -8.1% | -$21.47万 | 减仓 |
| AVGO | BROADCOM INC | $242.50万 | 0.81% | 6,420 | 209 | 3.4% | $7.89万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $240.65万 | 0.80% | 15,597 | -15 | -0.1% | -$2,314 | 减仓 |
| ITOT | ISHARES TR | $231.31万 | 0.77% | 14,081 | -4 | -0.0% | -$657 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $218.06万 | 0.73% | 6,662 | -158 | -2.3% | -$5.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $213.03万 | 0.71% | 7,028 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $206.41万 | 0.69% | 25,398 | 138 | 0.5% | $1.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $200.17万 | 0.67% | 3,446 | 49 | 1.4% | $2.85万 | 加仓 |
| TLH | ISHARES TR | $193.66万 | 0.64% | 19,299 | 2,793 | 16.9% | $28.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $184.10万 | 0.61% | 27,069 | 965 | 3.7% | $6.56万 | 加仓 |
| AGG | ISHARES TR | $178.79万 | 0.59% | 18,064 | 1,815 | 11.2% | $17.96万 | 加仓 |
| HYMB | SPDR SER TR | $173.19万 | 0.58% | 68,076 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $167.15万 | 0.56% | 21,049 | 1,789 | 9.3% | $14.21万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $164.84万 | 0.55% | 1,762 | 25 | 1.4% | $2.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $162.45万 | 0.54% | 6,397 | 153 | 2.5% | $3.89万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $157.38万 | 0.52% | 1,363 | 5 | 0.4% | $5,773 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $154.49万 | 0.51% | 24,873 | 312 | 1.3% | $1.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.78万 | 0.50% | 21,303 | -469 | -2.2% | -$3.34万 | 减仓 |
| SHM | SPDR SER TR | $150.96万 | 0.50% | 31,473 | -5,502 | -14.9% | -$26.39万 | 减仓 |
| VLUE | ISHARES TR | $149.36万 | 0.50% | 7,475 | -51 | -0.7% | -$1.02万 | 减仓 |
| CAT | CATERPILLAR INC | $143.80万 | 0.48% | 1,350 | 6 | 0.4% | $6,391 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $143.25万 | 0.48% | 27,172 | -2,355 | -8.0% | -$12.42万 | 减仓 |
| TSLA | TESLA INC | $140.10万 | 0.47% | 3,331 | 49 | 1.5% | $2.06万 | 加仓 |
| ASML | ASML HOLDING N V | $138.09万 | 0.46% | 694 | -6 | -0.9% | -$1.19万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $124.47万 | 0.41% | 23,782 | 1,784 | 8.1% | $9.34万 | 加仓 |
| EMGF | ISHARES INC | $116.43万 | 0.39% | 15,893 | 531 | 3.5% | $3.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $111.94万 | 0.37% | 2,344 | 5 | 0.2% | $2,388 | 加仓 |
| XOM | EXXON MOBIL CORP | $111.02万 | 0.37% | 8,121 | 8,121 | — | $111.02万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $109.30万 | 0.36% | 24,028 | 2,137 | 9.8% | $9.72万 | 加仓 |
| IDEV | ISHARES TR | $108.93万 | 0.36% | 12,238 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $103.79万 | 0.35% | 1,436 | 24 | 1.7% | $1.73万 | 加仓 |
| EMR | EMERSON ELEC CO | $100.27万 | 0.33% | 7,004 | 21 | 0.3% | $3,006 | 加仓 |
| NFLX | NETFLIX INC | $99.97万 | 0.33% | 14,001 | 12 | 0.1% | $857 | 加仓 |
| VXF | VANGUARD INDEX FDS | $98.16万 | 0.33% | 3,987 | 0 | 0.0% | — | 不变 |
| PWRD | TCW ETF TRUST | $98.05万 | 0.33% | 7,974 | 98 | 1.2% | $1.21万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $96.35万 | 0.32% | 10,132 | 22 | 0.2% | $2,092 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $94.07万 | 0.31% | 11,232 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $93.88万 | 0.31% | 3,731 | 83 | 2.3% | $2.09万 | 加仓 |
| EAGG | ISHARES TR | $92.72万 | 0.31% | 19,557 | 5,655 | 40.7% | $26.81万 | 加仓 |
| UNP | UNION PAC CORP | $91.72万 | 0.31% | 3,372 | 68 | 2.1% | $1.85万 | 加仓 |
| WMT | WALMART INC | $91.52万 | 0.30% | 8,081 | 190 | 2.4% | $2.15万 | 加仓 |
| V | VISA INC | $89.74万 | 0.30% | 2,616 | 73 | 2.9% | $2.50万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $89.54万 | 0.30% | 1,199 | -19 | -1.6% | -$1.42万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $82.44万 | 0.27% | 9,643 | -1,616 | -14.4% | -$13.82万 | 减仓 |
| EFV | ISHARES TR | $79.72万 | 0.27% | 10,414 | 1,215 | 13.2% | $9.30万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $77.35万 | 0.26% | 1,785 | 61 | 3.5% | $2.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $77.13万 | 0.26% | 1,502 | -35 | -2.3% | -$1.80万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $75.46万 | 0.25% | 37,939 | 91 | 0.2% | $1,810 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $73.36万 | 0.24% | 9,152 | 1,166 | 14.6% | $9.35万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $69.17万 | 0.23% | 4,717 | -354 | -7.0% | -$5.19万 | 减仓 |
| KLAC | KLA CORP | $67.56万 | 0.22% | 2,239 | 49 | 2.2% | $1.48万 | 加仓 |
| SUSC | ISHARES TR | $67.30万 | 0.22% | 29,071 | -1,580 | -5.2% | -$3.66万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $66.78万 | 0.22% | 3,379 | -43 | -1.3% | -$8,498 | 减仓 |
| GEV | GE VERNOVA INC | $65.79万 | 0.22% | 560 | 8 | 1.4% | $9,399 | 加仓 |
| AZN | ASTRAZENECA PLC | $64.77万 | 0.22% | 3,416 | -1 | -0.0% | -$190 | 减仓 |
| IAU | ISHARES GOLD TR | $64.23万 | 0.21% | 8,506 | 1,664 | 24.3% | $12.56万 | 加仓 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | $62.79万 | 0.21% | 26,630 | -96 | -0.4% | -$2,264 | 减仓 |
| HD | HOME DEPOT INC | $62.31万 | 0.21% | 1,767 | 174 | 10.9% | $6.14万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $62.06万 | 0.21% | 7,228 | 269 | 3.9% | $2.31万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $61.85万 | 0.21% | 1,655 | 1 | 0.1% | $374 | 加仓 |
| APH | AMPHENOL CORP NEW | $59.90万 | 0.20% | 3,397 | 69 | 2.1% | $1.22万 | 加仓 |
| ESGU | ISHARES TR | $57.35万 | 0.19% | 3,504 | 481 | 15.9% | $7.87万 | 加仓 |
| LIN | LINDE PLC | $56.17万 | 0.19% | 1,082 | 20 | 1.9% | $1.04万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $52.99万 | 0.18% | 6,909 | -3,659 | -34.6% | -$28.06万 | 减仓 |
| EUSB | ISHARES TR | $51.70万 | 0.17% | 11,899 | 2,539 | 27.1% | $11.03万 | 加仓 |
| MCD | MCDONALDS CORP | $51.00万 | 0.17% | 1,887 | 230 | 13.9% | $6.22万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $50.54万 | 0.17% | 8,965 | 113 | 1.3% | $6,370 | 加仓 |
| CVX | CHEVRON CORP NEW | $50.04万 | 0.17% | 3,019 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $50.03万 | 0.17% | 2,637 | 59 | 2.3% | $1.12万 | 加仓 |
| NVS | NOVARTIS AG | $49.60万 | 0.16% | 3,165 | -20 | -0.6% | -$3,134 | 减仓 |
| BAC | BANK AMERICA CORP | $49.30万 | 0.16% | 8,652 | -31 | -0.4% | -$1,766 | 减仓 |
| SAN | BANCO SANTANDER S.A. | $48.58万 | 0.16% | 35,204 | 110 | 0.3% | $1,518 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $48.06万 | 0.16% | 13,805 | 309 | 2.3% | $1.08万 | 加仓 |