Svb Wealth LLC — Q3 2025 13F 持股

Name: Svb Wealth LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001626116

申報總市值

US$15.2億

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本季完整持股清單

僅顯示前 200 大持股（共 405 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	6.33%	-0.27%	-6.94%
2	MSFT	Microsoft CORP	股票-科技	4.78%	-0.75%	-6.74%
3	IWY	Ishares Russell Top 200 Grow	ETF-其他	4.74%	-0.47%	-0.19%
4	✓	Broadcom Inc.	股票-其他	4.54%	-0.73%	-5.55%
5	AMZN	Amazon.com INC	股票-循環性消費	2.92%	+0.07%	-3.92%
6	IWX	Ishares Russell Top 200 Valu	ETF-其他	2.58%	+0.06%	+2.46%
7	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.46%	-0.06%	-26.18%
8	✓	NVIDIA Corporation	股票-其他	2.34%	+0.12%	-3.58%
9	✓	iShares 20+ Year Treasury Bond ETF	ETF-政府公債	2.23%	+0.21%	-5.70%
10	IWS	Ishares Russell Mid-cap Valu	ETF-其他	2.19%	—	+4.33%
11	✓	J P Morgan Chase And Co	股票-其他	1.82%	-0.08%	-8.68%
12	✓	Alphabet Inc.	股票-其他	1.78%	-0.08%	-9.53%
13	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.59%	—	-11.89%
14	✓	State Street SPDR S&P 500 ETF Trust	ETF-大型股與成長	1.50%	-0.01%	-19.24%
15	IWP	Ishares Russell Mid-cap Grow	ETF-其他	1.46%	—	+6.15%
16	✓	Alphabet Inc.	股票-其他	1.42%	+0.06%	-4.81%
17	✓	Meta Platforms, Inc.	股票-其他	1.28%	-0.09%	-1.70%
18	✓	AbbVie Inc.	股票-其他	1.17%	-0.08%	-8.30%
19	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	1.09%	—	-8.43%
20	✓	iShares MSCI Emerging Markets ETF	ETF-新興市場	1.06%	—	-8.97%
21	HD	Home Depot INC	股票-循環性消費	1.06%	-0.16%	-4.81%
22	✓	Visa Inc.	股票-其他	1.04%	-0.09%	-4.41%
23	IWF	Ishares Russell 1000 Growth	ETF-其他	0.88%	-0.28%	-16.87%
24	VCRB	Vanguard Core Bond ETF	ETF-其他	0.87%	+0.39%	—
25	✓	Oracle Corporation	股票-其他	0.83%	-0.16%	-8.58%
26	✓	Vanguard Russell 2000	股票-其他	0.78%	—	-2.09%
27	✓	Cisco Systems, Inc.	股票-其他	0.74%	—	-5.98%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.73%	-0.02%	-2.67%
29	✓	Netflix, Inc.	股票-其他	0.66%	—	-3.51%
30	✓	Costco Wholesale Corporation	股票-其他	0.66%	-0.04%	-15.04%
31	PG	Procter & Gamble Co/the	股票-非循環性消費	0.63%	—	-4.09%
32	IBM	Intl Business Machines CORP	股票-科技	0.63%	-0.20%	-14.95%
33	✓	Ishares Tr Msci USA Qlt Fct	股票-其他	0.60%	—	-22.39%
34	✓	Eaton Corporation plc	股票-其他	0.60%	—	-4.79%
35	✓	Exxon Mobil Corporation	股票-其他	0.60%	+0.25%	-9.49%
36	WMT	Walmart INC	股票-非循環性消費	0.59%	—	-8.58%
37	ABT	Abbott Laboratories	股票-醫療保健	0.59%	-0.11%	-8.24%
38	✓	Tesla, Inc.	股票-其他	0.58%	—	-14.30%
39	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.56%	—	-3.31%
40	TJX	Tjx Companies INC	股票-循環性消費	0.55%	-0.04%	-1.71%
41	✓	Accenture plc	股票-其他	0.51%	-0.18%	-2.97%
42	LHX	L3harris Technologies INC	股票-工業	0.51%	—	-15.68%
43	UNP	Union Pacific CORP	股票-工業	0.48%	—	-7.26%
44	CVX	Chevron CORP	股票-能源	0.48%	+0.20%	-7.15%
45	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.48%	—	-6.91%
46	MUB	Ishares National Muni Bond E	ETF-其他	0.44%	—	-39.59%
47	✓	Broadridge Financial Solutions, Inc.	股票-其他	0.41%	-0.14%	-12.42%
48	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.41%	-0.20%	-9.12%
49	✓	Ishares 0-3 Month Treasury Bon	股票-其他	0.40%	—	-13.71%
50	PEP	Pepsico INC	股票-非循環性消費	0.40%	—	+5.66%

1–50 of 200

本季持股變動

Svb Wealth LLC 於截至 Q3 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	✓	Broadcom Inc.	+2.1%	-5.55%	減碼
2	AMZN	Amazon.com INC	+0.3%	-3.92%	減碼
3	✓	Meta Platforms, Inc.	0%	-1.70%	減碼
4	✓	J P Morgan Chase And Co	—	-8.68%	減碼
5	✓	iShares 20+ Year Treasury Bond ETF	-0.1%	-5.70%	減碼
6	✓	Cisco Systems, Inc.	-0.1%	-5.98%	減碼
7	✓	Costco Wholesale Corporation	-0.1%	-15.04%	減碼
8	✓	Visa Inc.	-0.2%	-4.41%	減碼
9	✓	NextEra Energy, Inc.	-0.2%	-11.31%	減碼
10	✓	Exxon Mobil Corporation	-0.2%	-9.49%	減碼
11	✓	UnitedHealth Group Incorporated	-0.2%	-15.94%	減碼
12	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-2.67%	減碼
13	✓	State Street SPDR S&P 500 ETF Trust	-0.3%	-19.24%	減碼
14	✓	Accenture plc	-0.3%	-2.97%	減碼
15	✓	Ishares 0-3 Month Treasury Bon	-0.3%	-13.71%	減碼
16	AAPL	Apple INC	-0.4%	-6.94%	減碼
17	BRK-A	Berkshire Hathaway Inc-cl A	-0.4%	—	減碼
18	ABT	Abbott Laboratories	-0.6%	-8.24%	減碼
19	✓	AbbVie Inc.	-0.7%	-8.30%	減碼
20	✓	AppLovin Corporation	-38.1%	—	減碼
21	MSFT	Microsoft CORP	—	NEW	新建倉
22	IWY	Ishares Russell Top 200 Grow	—	NEW	新建倉
23	IWX	Ishares Russell Top 200 Valu	—	NEW	新建倉
24	AGG	Ishares Core U.s. Aggregate	—	NEW	新建倉
25	IWS	Ishares Russell Mid-cap Valu	—	NEW	新建倉
26	IVV	Ishares Core S&p 500 ETF	—	NEW	新建倉
27	IWP	Ishares Russell Mid-cap Grow	—	NEW	新建倉
28	VOO	Vanguard S&p 500 ETF	—	NEW	新建倉
29	HD	Home Depot INC	—	NEW	新建倉
30	IWF	Ishares Russell 1000 Growth	—	NEW	新建倉
31	VCRB	Vanguard Core Bond ETF	—	NEW	新建倉
32	PG	Procter & Gamble Co/the	—	NEW	新建倉
33	IBM	Intl Business Machines CORP	—	NEW	新建倉
34	WMT	Walmart INC	—	NEW	新建倉
35	VTI	Vanguard Total Stock Mkt ETF	—	NEW	新建倉
36	TJX	Tjx Companies INC	—	NEW	新建倉
37	LHX	L3harris Technologies INC	—	NEW	新建倉
38	UNP	Union Pacific CORP	—	NEW	新建倉
39	CVX	Chevron CORP	—	NEW	新建倉
40	IWM	Ishares Russell 2000 ETF	—	NEW	新建倉
41	MUB	Ishares National Muni Bond E	—	NEW	新建倉
42	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建倉
43	PEP	Pepsico INC	—	NEW	新建倉
44	GVI	Ishares Intermediate Governm	—	NEW	新建倉
45	MCD	Mcdonald's CORP	—	NEW	新建倉
46	IJR	Ishares Core S&p Small-cap E	—	NEW	新建倉
47	HON	Honeywell International INC	—	NEW	新建倉
48	SCHF	Schwab Intl Equity ETF	—	NEW	新建倉
49	EFA	Ishares Msci Eafe ETF	—	NEW	新建倉
50	LLY	Eli Lilly & Co	—	NEW	新建倉