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 |
|---|---|---|---|---|---|---|---|---|
| DSI | ISHARES TR | $47.84万 | 0.16% | 3,360 | 437 | 15.0% | $6.22万 | 加仓 |
| CSCO | CISCO SYS INC | $47.18万 | 0.16% | 4,016 | 154 | 4.0% | $1.81万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $46.69万 | 0.16% | 5,650 | 102 | 1.8% | $8,429 | 加仓 |
| SUSB | ISHARES TR | $46.38万 | 0.15% | 18,559 | 18,559 | — | $46.38万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $46.13万 | 0.15% | 9,121 | 480 | 5.6% | $2.43万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $45.12万 | 0.15% | 5,134 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $44.26万 | 0.15% | 3,794 | 16 | 0.4% | $1,867 | 加仓 |
| INTC | INTEL CORP | $43.50万 | 0.14% | 3,115 | 3,115 | — | $43.50万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $43.49万 | 0.14% | 4,744 | 80 | 1.7% | $7,334 | 加仓 |
| IJR | ISHARES TR | $42.71万 | 0.14% | 2,880 | -52 | -1.8% | -$7,712 | 减仓 |
| BHP | BHP GROUP LTD | $42.70万 | 0.14% | 5,125 | 47 | 0.9% | $3,916 | 加仓 |
| TXN | TEXAS INSTRS INC | $41.97万 | 0.14% | 1,408 | 71 | 5.3% | $2.12万 | 加仓 |
| TJX | TJX COS INC NEW | $40.24万 | 0.13% | 2,656 | 108 | 4.2% | $1.64万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $39.84万 | 0.13% | 2,235 | 110 | 5.2% | $1.96万 | 加仓 |
| USXF | ISHARES TR | $37.35万 | 0.12% | 5,378 | 490 | 10.0% | $3.40万 | 加仓 |
| UBS | UBS GROUP AG | $37.17万 | 0.12% | 7,500 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $36.10万 | 0.12% | 3,990 | 274 | 7.4% | $2.48万 | 加仓 |
| IYK | ISHARES TR | $35.48万 | 0.12% | 4,883 | 564 | 13.1% | $4.10万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.09万 | 0.12% | 844 | -36 | -4.1% | -$1.50万 | 重新持有 |
| MRK | MERCK & CO INC | $34.83万 | 0.12% | 2,711 | 28 | 1.0% | $3,598 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $34.83万 | 0.12% | 456 | -52 | -10.2% | -$3.97万 | 重新持有 |
| ING | ING GROEP N.V. | $34.14万 | 0.11% | 10,881 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $33.94万 | 0.11% | 5,645 | 1,075 | 23.5% | $6.46万 | 加仓 |
| SUB | ISHARES TR | $33.93万 | 0.11% | 3,187 | -109 | -3.3% | -$1.16万 | 减仓 |
| AMGN | AMGEN INC | $33.54万 | 0.11% | 926 | 52 | 5.9% | $1.88万 | 加仓 |
| SHEL | SHELL PLC | $33.44万 | 0.11% | 4,313 | -27 | -0.6% | -$2,094 | 减仓 |
| ACWI | ISHARES TR | $32.90万 | 0.11% | 2,096 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $32.44万 | 0.11% | 1,793 | -12 | -0.7% | -$2,171 | 减仓 |
| C | CITIGROUP INC | $32.30万 | 0.11% | 2,308 | 19 | 0.8% | $2,659 | 加仓 |
| VUG | VANGUARD INDEX FDS | $31.89万 | 0.11% | 3,702 | -1,332 | -26.5% | -$11.47万 | 减仓 |
| SNDK | SANDISK CORP | $30.92万 | 0.10% | 136 | 136 | — | $30.92万 | 新建仓 |
| SUSA | ISHARES TR | $30.86万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $30.84万 | 0.10% | 12,307 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $30.69万 | 0.10% | 772 | 83 | 12.0% | $3.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.58万 | 0.10% | 1,087 | 36 | 3.4% | $1.01万 | 加仓 |
| IWN | ISHARES TR | $30.39万 | 0.10% | 1,374 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $30.00万 | 0.10% | 2,181 | -116 | -5.1% | -$1.60万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $29.79万 | 0.10% | 1,000 | 1,000 | — | $29.79万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $29.49万 | 0.10% | 4,775 | 17 | 0.4% | $1,050 | 加仓 |
| ORCL | ORACLE CORP | $29.17万 | 0.10% | 1,991 | 50 | 2.6% | $7,326 | 加仓 |
| DBEF | DBX ETF TR | $29.15万 | 0.10% | 5,336 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $28.97万 | 0.10% | 1,720 | -36 | -2.1% | -$6,063 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.89万 | 0.10% | 576 | -26 | -4.3% | -$1.30万 | 减仓 |
| SONY | SONY GROUP CORP | $28.44万 | 0.09% | 14,178 | 420 | 3.1% | $8,425 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $27.91万 | 0.09% | 1,465 | 1,465 | — | $27.91万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $27.51万 | 0.09% | 1,620 | 80 | 5.2% | $1.36万 | 重新持有 |
| ESGE | ISHARES INC | $26.88万 | 0.09% | 4,915 | -321 | -6.1% | -$1.76万 | 减仓 |
| PSX | PHILLIPS 66 | $26.46万 | 0.09% | 1,565 | 30 | 2.0% | $5,072 | 加仓 |
| DB | DEUTSCHE BANK A G | $26.45万 | 0.09% | 7,836 | -303 | -3.7% | -$1.02万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $25.92万 | 0.09% | 2,809 | -79 | -2.7% | -$7,289 | 减仓 |
| SPGI | S&P GLOBAL INC | $25.85万 | 0.09% | 635 | -72 | -10.2% | -$2.93万 | 减仓 |
| T | AT&T INC | $25.57万 | 0.09% | 12,352 | 1,823 | 17.3% | $3.77万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $25.34万 | 0.08% | 1,752 | 16 | 0.9% | $2,314 | 加仓 |
| VALE | VALE S A | $25.26万 | 0.08% | 16,793 | -70 | -0.4% | -$1,053 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $25.25万 | 0.08% | 740 | 740 | — | $25.25万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $25.24万 | 0.08% | 5,265 | -685 | -11.5% | -$3.28万 | 重新持有 |
| SAP | SAP SE | $25.01万 | 0.08% | 1,623 | 50 | 3.2% | $7,706 | 加仓 |
| BA | BOEING CO | $24.96万 | 0.08% | 1,153 | 58 | 5.3% | $1.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $24.95万 | 0.08% | 2,843 | -23 | -0.8% | -$2,019 | 减仓 |
| RY | ROYAL BK CDA | $24.67万 | 0.08% | 1,192 | -45 | -3.6% | -$9,314 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $24.66万 | 0.08% | 2,569 | -32 | -1.2% | -$3,071 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $24.27万 | 0.08% | 725 | 725 | — | $24.27万 | 新建仓 |
| CRM | SALESFORCE INC | $23.81万 | 0.08% | 1,520 | -140 | -8.4% | -$2.19万 | 减仓 |
| SYK | STRYKER CORPORATION | $23.70万 | 0.08% | 753 | -10 | -1.3% | -$3,148 | 减仓 |
| IWR | ISHARES TR | $23.53万 | 0.08% | 2,133 | -1 | -0.0% | -$110 | 减仓 |
| CRH | CRH PLC | $23.45万 | 0.08% | 2,191 | 7 | 0.3% | $749 | 加仓 |
| ADI | ANALOG DEVICES INC | $23.39万 | 0.08% | 589 | 589 | — | $23.39万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $23.26万 | 0.08% | 539 | 539 | — | $23.26万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $23.13万 | 0.08% | 3,206 | -179 | -5.3% | -$1.29万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.10万 | 0.08% | 8,340 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $23.00万 | 0.08% | 2,404 | 69 | 3.0% | $6,603 | 加仓 |
| ETN | EATON CORP PLC | $23.00万 | 0.08% | 540 | 540 | — | $23.00万 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $22.92万 | 0.08% | 1,324 | 1,324 | — | $22.92万 | 新建仓 |
| URI | UNITED RENTALS INC | $22.85万 | 0.08% | 202 | 202 | — | $22.85万 | 新建仓 |
| EVUS | ISHARES TR | $22.78万 | 0.08% | 6,487 | 6,487 | — | $22.78万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.14万 | 0.07% | 1,618 | 6 | 0.4% | $821 | 加仓 |
| MPC | MARATHON PETE CORP | $21.89万 | 0.07% | 856 | 5 | 0.6% | $1,279 | 加仓 |
| PLD | PROLOGIS INC. | $21.80万 | 0.07% | 1,609 | 25 | 1.6% | $3,387 | 加仓 |
| FIX | COMFORT SYS USA INC | $21.60万 | 0.07% | 109 | 109 | — | $21.60万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.34万 | 0.07% | 631 | 10 | 1.6% | $3,382 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $21.05万 | 0.07% | 855 | 855 | — | $21.05万 | 新建仓 |
| E | ENI SPA | $21.02万 | 0.07% | 4,485 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $20.86万 | 0.07% | 879 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $20.77万 | 0.07% | 994 | 994 | — | $20.77万 | 新建仓 |
| PWR | QUANTA SVCS INC | $20.74万 | 0.07% | 288 | 288 | — | $20.74万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.69万 | 0.07% | 1,638 | -2 | -0.1% | -$253 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $20.61万 | 0.07% | 1,628 | 6 | 0.4% | $759 | 加仓 |
| CB | CHUBB LIMITED | $20.58万 | 0.07% | 604 | 604 | — | $20.58万 | 新建仓 |
| WELL | WELLTOWER INC | $20.52万 | 0.07% | 904 | 904 | — | $20.52万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.40万 | 0.07% | 4,818 | 125 | 2.7% | $5,293 | 加仓 |
| USB | US BANCORP | $20.14万 | 0.07% | 3,335 | 3,335 | — | $20.14万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.06万 | 0.07% | 404 | 404 | — | $20.06万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $18.49万 | 0.06% | 10,489 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $15.39万 | 0.05% | 26,401 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $14.18万 | 0.05% | 14,797 | 156 | 1.1% | $1,494 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $11.04万 | 0.04% | 10,459 | 22 | 0.2% | $232 | 加仓 |
| BBD | BANCO BRADESCO S A | $10.67万 | 0.04% | 30,762 | -77 | -0.2% | -$267 | 减仓 |
| ABEV | AMBEV SA | $5.42万 | 0.02% | 17,268 | 513 | 3.1% | $1,611 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $2.82万 | 0.01% | 13,447 | 722 | 5.7% | $1,516 | 加仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -8,074 | -100.0% | -$136.98万 | 清仓 |