TIAA Wealth Investment Management LLC
New York NY · SEC CIK 0002124867
$149.72亿2026Q2 申报市值
613持仓数
62.9%前十大占比 · 第一大 17.4%
79 / 31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
IEFA 加仓+$1.69亿
IQLT 新建仓+$1.07亿
MBB 加仓+$6,953.03万
MU 加仓+$4,946.84万
NBIS 新建仓+$4,412.42万
2026Q2 卖出最多 按季末市值估算
IEMG 减仓-$7,710.40万
MSFT 减仓-$3,454.75万
ESGU 减仓-$3,300.67万
APH 减仓-$3,299.73万
META 减仓-$2,474.81万
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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3,648.57万 | 0.24% | 47,811 | -11,083 | -18.8% | -$845.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,782.76万 | 0.25% | 75,449 | -4,245 | -5.3% | -$212.83万 | 减仓 |
| VTEI | VANGUARD INT TAX-EXEMPT BOND | $4,186.33万 | 0.28% | 414,611 | -24,299 | -5.5% | -$245.35万 | 减仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $4,191.90万 | 0.28% | 892,083 | -54,752 | -5.8% | -$257.28万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED | $4,202.42万 | 0.28% | 88,008 | -415 | -0.5% | -$19.82万 | 减仓 |
| LLY | LILLY ELI & CO COM | $4,223.75万 | 0.28% | 35,205 | -16 | -0.0% | -$1.92万 | 减仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $4,326.42万 | 0.29% | 509,868 | 401,688 | 371.3% | $3,408.47万 | 加仓 |
| NBIS | NEBIUS GROUP NV | $4,412.42万 | 0.29% | 159,772 | 159,772 | — | $4,412.42万 | 新建仓 |
| MA | MASTERCARD INC - A | $4,447.39万 | 0.30% | 86,593 | 4,708 | 5.7% | $241.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,135.88万 | 0.34% | 102,645 | 5,604 | 5.8% | $280.40万 | 加仓 |
| V | VISA INC COM CL A | $5,539.73万 | 0.37% | 161,468 | 8,635 | 5.6% | $296.25万 | 加仓 |
| ESML | ISHARES TR ESG MSCI USA SMALL-CAP ETF | $5,690.49万 | 0.38% | 1,026,609 | 1,625 | 0.2% | $9.01万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $5,766.45万 | 0.39% | 79,774 | -6,143 | -7.1% | -$444.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,102.95万 | 0.41% | 52,873 | 42,857 | 427.9% | $4,946.84万 | 加仓 |
| META | META PLATFORMS INC CL A | $6,945.47万 | 0.46% | 123,302 | -43,935 | -26.3% | -$2,474.81万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX | $7,894.54万 | 0.53% | 1,560,240 | 283,168 | 22.2% | $1,432.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,129.41万 | 0.54% | 248,345 | 12,386 | 5.2% | $405.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,162.45万 | 0.55% | 196,386 | -5,310 | -2.6% | -$220.70万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR IMGP DBI MANAGED | $8,502.41万 | 0.57% | 2,799,608 | -61,418 | -2.1% | -$186.53万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $9,484.82万 | 0.63% | 233,438 | -16,944 | -6.8% | -$688.45万 | 减仓 |
| AVGO | BROADCOM INC | $1.05亿 | 0.70% | 278,810 | -12,140 | -4.2% | -$458.56万 | 减仓 |
| IQLT | ISHARES TR MSCI INTL QUALITY FACTOR ETF | $1.07亿 | 0.71% | 2,164,505 | 2,164,505 | — | $1.07亿 | 新建仓 |
| AMZN | AMAZON COM INC COM | $1.30亿 | 0.87% | 546,951 | -53,203 | -8.9% | -$1,268.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.32亿 | 0.88% | 353,950 | -92,620 | -20.7% | -$3,454.75万 | 减仓 |
| ESGE | ISHARES INC ESG AWARE MSCI EM ETF | $1.50亿 | 1.00% | 2,776,338 | -185,184 | -6.3% | -$998.33万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE E | $1.54亿 | 1.03% | 636,075 | -9,694 | -1.5% | -$235.32万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH | $1.83亿 | 1.22% | 468,427 | 1,687 | 0.4% | $65.84万 | 加仓 |
| AAPL | APPLE INC | $1.89亿 | 1.26% | 652,251 | -14,655 | -2.2% | -$423.98万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE | $1.93亿 | 1.29% | 1,944,790 | 101,898 | 5.5% | $1,012.56万 | 加仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND | $1.96亿 | 1.31% | 2,188,556 | -112,610 | -4.9% | -$1,007.41万 | 减仓 |
| NVDA | NVIDIA CORP | $2.04亿 | 1.36% | 1,020,296 | 62,357 | 6.5% | $1,247.61万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $2.43亿 | 1.62% | 680,229 | -8,555 | -1.2% | -$305.72万 | 减仓 |
| ESGD | ISHARES TR ESG AWARE MSCI EAFE ETF | $3.02亿 | 2.02% | 2,950,589 | 76,034 | 2.6% | $779.20万 | 加仓 |
| IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | $3.27亿 | 2.18% | 6,452,026 | 29,969 | 0.5% | $151.67万 | 加仓 |
| IWN | ISHARES TR RUSSELL 2000 VALUE ETF | $3.31亿 | 2.21% | 1,495,599 | -50,119 | -3.2% | -$1,109.03万 | 减仓 |
| USHY | ISHARES TR BROAD USD HIGH YIELD CORPORATE | $4.21亿 | 2.81% | 11,355,800 | 73,556 | 0.7% | $272.38万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $5.07亿 | 3.39% | 4,158,007 | -108,525 | -2.5% | -$1,323.82万 | 减仓 |
| USIG | ISHARES TR BROAD USD INBD ETFVT GRADE | $5.97亿 | 3.99% | 11,596,236 | 226,942 | 2.0% | $1,169.08万 | 加仓 |
| GOVT | ISHARES TR U S TREAS BD ETF | $6.09亿 | 4.07% | 26,647,476 | 1,039,500 | 4.1% | $2,377.34万 | 加仓 |
| ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $7.63亿 | 5.10% | 4,697,103 | -203,068 | -4.1% | -$3,300.67万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP | $7.95亿 | 5.31% | 9,651,143 | 170,334 | 1.8% | $1,403.55万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING | $13.87亿 | 9.27% | 16,975,851 | -943,514 | -5.3% | -$7,710.40万 | 减仓 |
| MBB | ISHARES MBS ETF | $14.04亿 | 9.38% | 14,805,333 | 733,064 | 5.2% | $6,953.03万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $26.09亿 | 17.42% | 27,083,395 | 1,749,645 | 6.9% | $1.69亿 | 加仓 |