Svb Wealth LLC — Q1 2025 13F 持股

Name: Svb Wealth LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001626116

申报总市值

US$15.2亿

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本季完整持股清单

仅显示前 200 大持股（共 1518 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	✓	AppLovin Corporation	股票-其他	38.13%	—	-36.36%
2	AAPL	Apple INC	股票-科技	6.76%	-0.27%	-53.82%
3	AMZN	Amazon.com INC	股票-周期性消费	2.66%	+0.07%	-3.48%
4	✓	Broadcom Inc.	股票-其他	2.48%	-0.73%	-17.38%
5	✓	iShares 20+ Year Treasury Bond ETF	ETF-政府公债	2.29%	+0.21%	-13.44%
6	✓	AbbVie Inc.	股票-其他	1.86%	-0.08%	-16.25%
7	✓	J P Morgan Chase And Co	股票-其他	1.82%	-0.08%	-17.08%
8	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股与成长	1.81%	-0.01%	-5.89%
9	✓	NVIDIA Corporation	股票-其他	1.73%	+0.12%	+6.48%
10	✓	Alphabet Inc.	股票-其他	1.41%	-0.08%	-13.57%
11	✓	Meta Platforms, Inc.	股票-其他	1.27%	-0.09%	-1.63%
12	ABT	Abbott Laboratories	股票-医疗保健	1.23%	-0.11%	-17.31%
13	✓	Visa Inc.	股票-其他	1.20%	-0.09%	-8.51%
14	✓	Alphabet Inc.	股票-其他	1.04%	+0.06%	-18.02%
15	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.97%	-0.02%	+0.95%
16	✓	iShares MSCI Emerging Markets ETF	ETF-新兴市场	0.86%	—	-4.73%
17	✓	Cisco Systems, Inc.	股票-其他	0.84%	—	-18.82%
18	✓	Accenture plc	股票-其他	0.82%	-0.18%	-18.62%
19	✓	Exxon Mobil Corporation	股票-其他	0.80%	+0.25%	+5.18%
20	✓	Costco Wholesale Corporation	股票-其他	0.76%	-0.04%	-27.38%
21	✓	Ishares 0-3 Month Treasury Bon	股票-其他	0.74%	—	-8.25%
22	✓	Ishares Tr Msci USA Qlt Fct	股票-其他	0.70%	—	-18.54%
23	✓	Tesla, Inc.	股票-其他	0.63%	—	+0.05%
24	✓	Vanguard Russell 2000	股票-其他	0.58%	—	+23.24%
25	✓	Netflix, Inc.	股票-其他	0.56%	—	-10.23%
26	✓	NextEra Energy, Inc.	股票-其他	0.56%	—	-31.44%
27	✓	Oracle Corporation	股票-其他	0.54%	-0.16%	-13.90%
28	✓	Broadridge Financial Solutions, Inc.	股票-其他	0.54%	-0.14%	-29.74%
29	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.52%	—	-27.27%
30	✓	UnitedHealth Group Incorporated	股票-其他	0.48%	-0.14%	-5.29%
31	✓	Intercontinental Exchange, Inc.	股票-其他	0.48%	—	-33.22%
32	✓	Eaton Corporation plc	股票-其他	0.48%	—	-13.92%
33	ELV	Elevance Health INC	股票-医疗保健	0.47%	-0.18%	-13.23%
34	✓	Mastercard Incorporated	股票-其他	0.41%	-0.20%	+18.88%
35	ADP	Automatic Data Processing	股票-科技	0.40%	—	-27.95%
36	✓	Invesco Qqq Trust	股票-其他	0.39%	—	+19.97%
37	APD	Air Products & Chemicals INC	股票-原材料	0.39%	—	-23.61%
38	✓	Ishares Tr Msci Intl Qualty	股票-其他	0.37%	—	-17.30%
39	✓	Intuitive Surgical, Inc.	股票-其他	0.37%	—	-25.42%
40	ADI	Analog Devices INC	股票-科技	0.37%	—	-19.13%
41	✓	Merck & Co., Inc.	股票-其他	0.34%	—	-13.96%
42	✓	Ishares Edge Msci USA Value Fa	股票-其他	0.31%	—	-24.39%
43	✓	SPDR Gold Shares	股票-其他	0.30%	—	-1.21%
44	✓	The Goldman Sachs Group, Inc.	股票-其他	0.30%	—	-26.00%
45	✓	Kinder Morgan, Inc.	股票-其他	0.29%	+0.18%	+65.82%
46	✓	Medtronic plc	股票-其他	0.28%	—	-37.35%
47	✓	Waste Management, Inc.	股票-其他	0.28%	—	-9.41%
48	✓	Quest Diagnostics Incorporated	股票-其他	0.27%	—	-43.11%
49	✓		股票-其他	0.27%	—	-34.72%
50	✓	Entergy Corporation	股票-其他	0.27%	—	-35.47%

1–50 of 200

本季持股变动

Svb Wealth LLC 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	✓	AppLovin Corporation	—	NEW	新建仓
2	AAPL	Apple INC	—	NEW	新建仓
3	AMZN	Amazon.com INC	—	NEW	新建仓
4	✓	Broadcom Inc.	—	NEW	新建仓
5	✓	iShares 20+ Year Treasury Bond ETF	—	NEW	新建仓
6	✓	AbbVie Inc.	—	NEW	新建仓
7	✓	J P Morgan Chase And Co	—	NEW	新建仓
8	✓	State Street SPDR S&P 500 ETF Trust	—	NEW	新建仓
9	✓	NVIDIA Corporation	—	NEW	新建仓
10	✓	Alphabet Inc.	—	NEW	新建仓
11	✓	Meta Platforms, Inc.	—	NEW	新建仓
12	ABT	Abbott Laboratories	—	NEW	新建仓
13	✓	Visa Inc.	—	NEW	新建仓
14	✓	Alphabet Inc.	—	NEW	新建仓
15	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建仓
16	✓	iShares MSCI Emerging Markets ETF	—	NEW	新建仓
17	✓	Cisco Systems, Inc.	—	NEW	新建仓
18	✓	Accenture plc	—	NEW	新建仓
19	✓	Exxon Mobil Corporation	—	NEW	新建仓
20	✓	Costco Wholesale Corporation	—	NEW	新建仓
21	✓	Ishares 0-3 Month Treasury Bon	—	NEW	新建仓
22	✓	Ishares Tr Msci USA Qlt Fct	—	NEW	新建仓
23	✓	Tesla, Inc.	—	NEW	新建仓
24	✓	Vanguard Russell 2000	—	NEW	新建仓
25	✓	Netflix, Inc.	—	NEW	新建仓
26	✓	NextEra Energy, Inc.	—	NEW	新建仓
27	✓	Oracle Corporation	—	NEW	新建仓
28	✓	Broadridge Financial Solutions, Inc.	—	NEW	新建仓
29	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	新建仓
30	✓	UnitedHealth Group Incorporated	—	NEW	新建仓
31	✓	Intercontinental Exchange, Inc.	—	NEW	新建仓
32	✓	Eaton Corporation plc	—	NEW	新建仓
33	ELV	Elevance Health INC	—	NEW	新建仓
34	✓	Mastercard Incorporated	—	NEW	新建仓
35	ADP	Automatic Data Processing	—	NEW	新建仓
36	✓	Invesco Qqq Trust	—	NEW	新建仓
37	APD	Air Products & Chemicals INC	—	NEW	新建仓
38	✓	Ishares Tr Msci Intl Qualty	—	NEW	新建仓
39	✓	Intuitive Surgical, Inc.	—	NEW	新建仓
40	ADI	Analog Devices INC	—	NEW	新建仓
41	✓	Merck & Co., Inc.	—	NEW	新建仓
42	✓	Ishares Edge Msci USA Value Fa	—	NEW	新建仓
43	✓	SPDR Gold Shares	—	NEW	新建仓
44	✓	The Goldman Sachs Group, Inc.	—	NEW	新建仓
45	✓	Kinder Morgan, Inc.	—	NEW	新建仓
46	✓	Medtronic plc	—	NEW	新建仓
47	✓	Waste Management, Inc.	—	NEW	新建仓
48	✓	Quest Diagnostics Incorporated	—	NEW	新建仓
49	✓		—	NEW	新建仓
50	✓	Entergy Corporation	—	NEW	新建仓