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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES CORE MSCI EAFE ETF | $26.09亿 | 17.42% | 27,083,395 | 1,749,645 | 6.9% | $1.69亿 | 加仓 |
| MBB | ISHARES MBS ETF | $14.04亿 | 9.38% | 14,805,333 | 733,064 | 5.2% | $6,953.03万 | 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 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP | $7.95亿 | 5.31% | 9,651,143 | 170,334 | 1.8% | $1,403.55万 | 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 |
| 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 |
| 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 |
| IWF | ISHARES RUSSELL 1000 GROWTH | $5.07亿 | 3.39% | 4,158,007 | -108,525 | -2.5% | -$1,323.82万 | 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 |
| 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 |
| 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 |
| 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 |
| GOOGL | ALPHABET INC CL A | $2.43亿 | 1.62% | 680,229 | -8,555 | -1.2% | -$305.72万 | 减仓 |
| NVDA | NVIDIA CORP | $2.04亿 | 1.36% | 1,020,296 | 62,357 | 6.5% | $1,247.61万 | 加仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND | $1.96亿 | 1.31% | 2,188,556 | -112,610 | -4.9% | -$1,007.41万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE | $1.93亿 | 1.29% | 1,944,790 | 101,898 | 5.5% | $1,012.56万 | 加仓 |
| AAPL | APPLE INC | $1.89亿 | 1.26% | 652,251 | -14,655 | -2.2% | -$423.98万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH | $1.83亿 | 1.22% | 468,427 | 1,687 | 0.4% | $65.84万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE E | $1.54亿 | 1.03% | 636,075 | -9,694 | -1.5% | -$235.32万 | 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 |
| MSFT | MICROSOFT CORP | $1.32亿 | 0.88% | 353,950 | -92,620 | -20.7% | -$3,454.75万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.30亿 | 0.87% | 546,951 | -53,203 | -8.9% | -$1,268.07万 | 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 |
| AVGO | BROADCOM INC | $1.05亿 | 0.70% | 278,810 | -12,140 | -4.2% | -$458.56万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $9,484.82万 | 0.63% | 233,438 | -16,944 | -6.8% | -$688.45万 | 减仓 |
| 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 |
| UNH | UNITEDHEALTH GROUP INC | $8,162.45万 | 0.55% | 196,386 | -5,310 | -2.6% | -$220.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,129.41万 | 0.54% | 248,345 | 12,386 | 5.2% | $405.45万 | 加仓 |
| 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 |
| META | META PLATFORMS INC CL A | $6,945.47万 | 0.46% | 123,302 | -43,935 | -26.3% | -$2,474.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6,102.95万 | 0.41% | 52,873 | 42,857 | 427.9% | $4,946.84万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $5,766.45万 | 0.39% | 79,774 | -6,143 | -7.1% | -$444.05万 | 减仓 |
| 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 |
| V | VISA INC COM CL A | $5,539.73万 | 0.37% | 161,468 | 8,635 | 5.6% | $296.25万 | 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 |
| MA | MASTERCARD INC - A | $4,447.39万 | 0.30% | 86,593 | 4,708 | 5.7% | $241.80万 | 加仓 |
| NBIS | NEBIUS GROUP NV | $4,412.42万 | 0.29% | 159,772 | 159,772 | — | $4,412.42万 | 新建仓 |
| 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 |
| LLY | LILLY ELI & CO COM | $4,223.75万 | 0.28% | 35,205 | -16 | -0.0% | -$1.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED | $4,202.42万 | 0.28% | 88,008 | -415 | -0.5% | -$19.82万 | 减仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $4,191.90万 | 0.28% | 892,083 | -54,752 | -5.8% | -$257.28万 | 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 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,782.76万 | 0.25% | 75,449 | -4,245 | -5.3% | -$212.83万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3,648.57万 | 0.24% | 47,811 | -11,083 | -18.8% | -$845.77万 | 减仓 |
| BA | BOEING CO COM | $3,635.78万 | 0.24% | 167,958 | -1,837 | -1.1% | -$39.77万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL | $3,611.02万 | 0.24% | 339,158 | -48,364 | -12.5% | -$514.93万 | 减仓 |
| TSLA | TESLA INC | $3,591.57万 | 0.24% | 85,396 | 20,207 | 31.0% | $849.86万 | 加仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $3,485.68万 | 0.23% | 688,121 | 63,094 | 10.1% | $319.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $3,447.50万 | 0.23% | 59,379 | -18,415 | -23.7% | -$1,069.16万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $3,446.49万 | 0.23% | 139,977 | 33,101 | 31.0% | $815.01万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,432.63万 | 0.23% | 134,877 | 127,507 | 1,730.1% | $3,245.06万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $3,348.10万 | 0.22% | 64,983 | -7,208 | -10.0% | -$371.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,237.43万 | 0.22% | 127,432 | 1,806 | 1.4% | $45.88万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,149.73万 | 0.21% | 72,688 | 54,630 | 302.5% | $2,367.23万 | 加仓 |
| AMLP | ALPS ETF TR ALERIAN MLP ETF NEW | $3,089.57万 | 0.21% | 597,479 | -5,353 | -0.9% | -$27.68万 | 减仓 |
| — | EXXON MOBIL CORP | $3,033.28万 | 0.20% | 221,876 | 17,663 | 8.6% | $241.47万 | 加仓 |
| GEV | GE VERNOVA INC | $3,022.89万 | 0.20% | 25,745 | 5,043 | 24.4% | $592.13万 | 加仓 |
| MS | MORGAN STANLEY | $2,934.07万 | 0.20% | 140,357 | -1,850 | -1.3% | -$38.67万 | 减仓 |
| SPSB | SPDR SER TR STATE STR SPDR PORTFOLIO | $2,932.69万 | 0.20% | 976,586 | -17,314 | -1.7% | -$51.99万 | 减仓 |
| NOW | SERVICENOW INC | $2,925.90万 | 0.20% | 294,712 | -23,324 | -7.3% | -$231.56万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE | $2,839.99万 | 0.19% | 266,666 | 59,928 | 29.0% | $638.23万 | 加仓 |
| ABBV | ABBVIE INC | $2,729.20万 | 0.18% | 108,445 | 2,464 | 2.3% | $62.01万 | 加仓 |
| WFC | WELLS FARGO & CO | $2,510.45万 | 0.17% | 303,773 | -39,805 | -11.6% | -$328.96万 | 减仓 |
| INTC | INTEL CORP | $2,484.01万 | 0.17% | 177,965 | 163,773 | 1,154.0% | $2,285.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $2,426.05万 | 0.16% | 165,428 | 10,377 | 6.7% | $152.18万 | 加仓 |
| RTX | RTX CORP | $2,414.09万 | 0.16% | 127,256 | 3,307 | 2.7% | $62.73万 | 加仓 |
| ETN | EATON CORP PLC | $2,389.85万 | 0.16% | 56,090 | 1,293 | 2.4% | $55.09万 | 加仓 |
| VTES | VANGUARD SH TERM TAX-EX BOND | $2,380.62万 | 0.16% | 234,984 | -31,182 | -11.7% | -$315.90万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,323.26万 | 0.16% | 77,997 | 55,845 | 252.1% | $1,663.43万 | 加仓 |
| MRK | MERCK & CO INC NEW COM | $2,272.77万 | 0.15% | 176,857 | 906 | 0.5% | $11.64万 | 加仓 |
| VRT | VERTIV HLDGS CO CL A | $2,253.89万 | 0.15% | 67,317 | 13,731 | 25.6% | $459.74万 | 加仓 |
| GE | GE AEROSPACE COM | $2,211.60万 | 0.15% | 59,177 | 42,387 | 252.5% | $1,584.12万 | 加仓 |
| CMI | CUMMINS INC | $2,210.51万 | 0.15% | 30,996 | -3,650 | -10.5% | -$260.30万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2,202.53万 | 0.15% | 54,082 | 6,170 | 12.9% | $251.28万 | 加仓 |
| NFLX | NETFLIX INC | $2,195.14万 | 0.15% | 307,431 | 59,914 | 24.2% | $427.80万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,192.76万 | 0.15% | 44,291 | 1,300 | 3.0% | $64.36万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $2,182.11万 | 0.15% | 346,977 | 59,706 | 20.8% | $375.49万 | 加仓 |
| PWR | QUANTA SERVICES INC | $2,164.19万 | 0.14% | 30,057 | 3,862 | 14.7% | $278.08万 | 加仓 |
| BKNG | BOOKING HLDGS INC COM | $2,108.84万 | 0.14% | 118,312 | 462 | 0.4% | $8.23万 | 加仓 |
| RDDT | REDDIT INC-CL A | $2,097.84万 | 0.14% | 120,857 | 120,857 | — | $2,097.84万 | 新建仓 |
| QCOM | QUALCOMM INC | $2,069.72万 | 0.14% | 111,996 | 103,079 | 1,156.0% | $1,904.93万 | 加仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $2,055.24万 | 0.14% | 64,725 | 64,578 | 43,930.6% | $2,050.57万 | 加仓 |
| NET | CLOUDFLARE INC - CLASS A | $2,018.99万 | 0.13% | 82,314 | 69,068 | 521.4% | $1,694.09万 | 加仓 |
| SLB | SLB LTD | $2,015.39万 | 0.13% | 433,511 | 431,809 | 25,370.7% | $2,007.48万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,001.94万 | 0.13% | 58,705 | -69,935 | -54.4% | -$2,384.90万 | 减仓 |
| PLD | PROLOGIS INC | $1,910.40万 | 0.13% | 141,018 | -1,353 | -1.0% | -$18.33万 | 减仓 |
| TGT | TARGET CORP | $1,906.72万 | 0.13% | 145,981 | -46,872 | -24.3% | -$612.22万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $1,902.74万 | 0.13% | 259,405 | -52,424 | -16.8% | -$384.53万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC-A | $1,888.57万 | 0.13% | 326,470 | -1,085 | -0.3% | -$6.28万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,887.26万 | 0.13% | 11,119 | -1,855 | -14.3% | -$314.85万 | 减仓 |
| DHR | DANAHER CORP | $1,835.72万 | 0.12% | 96,370 | 88,267 | 1,089.3% | $1,681.37万 | 加仓 |
| LIN | LINDE PLC | $1,806.18万 | 0.12% | 34,806 | 1,001 | 3.0% | $51.94万 | 加仓 |
| PPL | PPL CORP | $1,784.97万 | 0.12% | 491,050 | 11,833 | 2.5% | $43.01万 | 加仓 |
| PEP | PEPSICO INC | $1,784.23万 | 0.12% | 131,752 | 80 | 0.1% | $1.08万 | 加仓 |
| EQT | EQT CORP | $1,780.23万 | 0.12% | 334,819 | 2,548 | 0.8% | $13.55万 | 加仓 |
| SHOP | SHOPIFY INC - CLASS A | $1,741.03万 | 0.12% | 152,481 | 134,026 | 726.2% | $1,530.31万 | 加仓 |
| TJX | TJX COMPANIES INC | $1,700.47万 | 0.11% | 112,243 | -56,997 | -33.7% | -$863.50万 | 减仓 |
| BX | BLACKSTONE INC | $1,670.42万 | 0.11% | 141,959 | 10,576 | 8.0% | $124.45万 | 加仓 |
| SYK | STRYKER CORP | $1,665.99万 | 0.11% | 52,915 | 43,676 | 472.7% | $1,375.11万 | 加仓 |
| VV | VANGUARD INDEX FDS VANGUARD LARGE-CAP | $1,644.85万 | 0.11% | 48,206 | 23,104 | 92.0% | $788.34万 | 加仓 |