Svb Wealth LLC 13F 持仓 · 2026年Q2
Svb Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 384 只证券，申报市值合计 15.86 亿美元。前几大持仓：AAPL（5.70%）、IWY（5.39%）、IEFA（3.26%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $90.4M | 5.70% | 312,512 | 减持 |
| 2 | IWY | iShares Russell Top 200 Growth | $85.5M | 5.39% | 294,116 | 增持 |
| 3 | IEFA | ISHARES TRUST CORE MSCI EAFE E | $51.7M | 3.26% | 535,683 | 增持 |
| 4 | IWX | iShares Russell Top 200 Value | $50.3M | 3.17% | 477,994 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $50.3M | 3.17% | 134,978 | 减持 |
| 6 | NVDA | Nvidia Corporation Com | $46.2M | 2.91% | 230,866 | 减持 |
| 7 | IWS | ISHARES RUSSELL MID-CAP VALUE | $45.5M | 2.87% | 276,422 | 增持 |
| 8 | AVGO | BROADCOM INC COM | $41.5M | 2.62% | 109,821 | 减持 |
| 9 | IVV | ISHARES CORE S&P 500 ETF | $36.0M | 2.27% | 48,109 | 减持 |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $34.6M | 2.18% | 96,957 | 减持 |
| 11 | AMZN | AMAZON.COM INC | $33.7M | 2.12% | 141,397 | 减持 |
| 12 | AGG | ISHARES TRUST CORE US AGGBD ET | $32.0M | 2.02% | 323,014 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $27.2M | 1.71% | 82,982 | 减持 |
| 14 | VCRB | Vanguard Core Bond ETF | $25.8M | 1.63% | 333,949 | 增持 |
| 15 | IWP | ISHARES TR RUS MD CP GR ETF | $24.8M | 1.56% | 169,224 | 减持 |
| 16 | GOOG | ALPHABET INC CAP STK CL C | $24.3M | 1.53% | 68,650 | 减持 |
| 17 | SPY | STATE STREET SPDR S&P 500 ETF | $24.3M | 1.53% | 32,525 | 减持 |
| 18 | IEMG | ISHARES INC CORE MSCI EMERGING | $20.0M | 1.26% | 240,834 | 增持 |
| 19 | VOO | VANGUARD INDEX FUNDS S&P 500 E | $19.5M | 1.23% | 28,344 | 减持 |
| 20 | META | META PLATFORMS INC CLASS A COM | $16.7M | 1.06% | 29,720 | 减持 |
| 21 | V | VISA INC | $16.5M | 1.04% | 48,196 | 减持 |
| 22 | VTWO | VANGUARD RUSSELL 2000 ETF IV | $16.1M | 1.01% | 132,310 | 减持 |
| 23 | CSCO | CISCO SYSTEMS INC | $15.2M | 0.96% | 129,432 | 减持 |
| 24 | ACWI | ISHARES MSCI ACWI ETF | $14.6M | 0.92% | 92,915 | 增持 |
| 25 | ABBV | ABBVIE INC COM USD0.01 | $13.9M | 0.88% | 55,432 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR