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D.A. DAVIDSON & CO. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
D.A. DAVIDSON & CO.
报告期 2026-03-31 · CIK 0001080107
持仓数
1,567
前50大市值合计
$9.36B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 9
增持 90
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$67.9M
1,959,662
+0%
增持
AGG
ISHARES TR
+$49.0M
3,331,591
+20%
减持
BSV
VANGUARD BD INDEX FDS
-$45.5M
802,908
-42%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$45.4M
1,533,714
+0%
增持
MSFT
MICROSOFT CORP
+$43.0M
730,408
+2%
增持
VTV
VANGUARD INDEX FDS
+$31.3M
4,773,853
+2%
增持
AMZN
AMAZON COM INC
+$20.8M
579,105
+9%
增持
IVV
ISHARES TR
+$16.0M
189,133
+14%
减持
AVGO
BROADCOM INC
+$15.0M
80,949
-6%
减持
NVDA
NVIDIA CORPORATION
+$13.8M
97,422
-1%
增持
IWF
ISHARES TR
+$12.5M
386,548
+1%
增持
IXUS
ISHARES TR
+$12.4M
6,006,597
+2%
增持
BND
VANGUARD BD INDEX FDS
+$11.8M
398,389
+72%
增持
IWO
ISHARES TR
+$9.4M
440,109
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.4M
266,568
+1%
增持
IWN
ISHARES TR
+$8.7M
982,793
+4%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$8.5M
30,298
-81%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$7.9M
235,325
+117%
增持
GOOGL
ALPHABET INC
+$7.7M
379,235
+4%
减持
ABBV
ABBVIE INC
-$7.5M
250,629
-3%
建仓
ROBT
FIRST TR EXCHANGE-TRADED FD
+$7.4M
160,944
减持
VTI
VANGUARD INDEX FDS
+$7.3M
471,419
-0%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$6.7M
182,690
+138%
清仓
SHV
ISHARES TR
-$6.7M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$6.5M
544,849
+1%
增持
IJJ
ISHARES TR
+$6.4M
864,862
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.4M
373,032
-22%
增持
QUAL
ISHARES TR
+$6.3M
463,838
+2%
增持
SPSM
SPDR SER TR
+$6.3M
185,430
+670%
减持
COST
COSTCO WHSL CORP NEW
+$6.3M
157,908
-0%
减持
SPGI
S&P GLOBAL INC
+$6.1M
109,192
-0%
减持
COWZ
PACER FDS TR
-$6.1M
293,581
-31%
增持
LLY
LILLY ELI & CO
+$5.8M
39,554
+6%
减持
OPCH
OPTION CARE HEALTH INC
-$5.7M
110,650
-62%
增持
VOO
VANGUARD INDEX FDS
+$5.7M
130,409
+3%
增持
GOOG
ALPHABET INC
+$5.7M
260,027
+5%
减持
JPM
JPMORGAN CHASE & CO
+$5.6M
381,735
-0%
增持
IJK
ISHARES TR
+$5.4M
972,834
+3%
增持
V
VISA INC
+$5.3M
338,255
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.3M
127,374
-45%
增持
TSLA
TESLA INC
+$4.8M
80,155
+3%
清仓
—
SPDR SER TR
-$4.8M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.8M
130,177
+28%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.7M
44,720
+0%
增持
EFA
ISHARES TR
+$4.7M
324,741
+23%
减持
MRK
MERCK & CO INC
+$4.6M
601,290
-1%
清仓
—
CLARIVATE PLC
-$4.5M
0
-100%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$4.5M
17,718
-94%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
3,353,412
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.2M
42,045
+24%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$4.0M
325,892
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$4.0M
294,541
+21%
增持
DIS
DISNEY WALT CO
-$4.0M
385,271
+1%
减持
—
ALCON AG
-$3.9M
62,719
-51%
减持
QQQ
INVESCO QQQ TR
+$3.9M
116,351
-5%
增持
VB
VANGUARD INDEX FDS
+$3.9M
89,946
+22%
减持
LAD
LITHIA MTRS INC
-$3.8M
25,632
-49%
增持
LOW
LOWES COS INC
+$3.7M
136,642
+1%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$3.7M
454,806
+48%
增持
TGT
TARGET CORP
-$3.5M
114,639
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
89,077
+1%
增持
AMGN
AMGEN INC
-$3.3M
205,475
+1%
增持
QCOM
QUALCOMM INC
-$3.3M
444,633
+1%
增持
CXT
CRANE NXT CO
+$3.3M
78,860
+653%
减持
—
ACTIVISION BLIZZARD INC
-$3.3M
83,983
-30%
减持
META
META PLATFORMS INC
+$3.2M
50,896
-6%
增持
—
MEDTRONIC PLC
+$3.1M
151,566
+19%
减持
VOD
VODAFONE GROUP PLC NEW
-$3.1M
76,417
-78%
增持
CMI
CUMMINS INC
+$3.1M
224,240
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$3.1M
37,960
-13%
减持
T
AT&T INC
-$3.1M
544,187
-11%
增持
HRI
HERC HLDGS INC
+$2.9M
42,555
+65%
减持
SBUX
STARBUCKS CORP
-$2.8M
461,380
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.8M
283,996
+1%
减持
CVS
CVS HEALTH CORP
-$2.8M
403,985
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.7M
1,431,161
+4%
建仓
—
WOLFSPEED INC
+$2.7M
48,616
增持
FISV
FISERV INC
+$2.7M
159,143
+3%
增持
MCD
MCDONALDS CORP
+$2.7M
107,454
+2%
增持
SPIB
SPDR SER TR
+$2.6M
4,364,053
+3%
减持
NVS
NOVARTIS AG
+$2.5M
496,508
-4%
清仓
—
CANADIAN PAC RY LTD
-$2.5M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$2.5M
101,849
+1%
减持
WAFD
WASHINGTON FED INC
-$2.5M
41,971
-65%
减持
NKE
NIKE INC
-$2.5M
128,136
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.4M
658,341
+4%
减持
INTC
INTEL CORP
-$2.4M
721,590
-11%
增持
XLU
SELECT SECTOR SPDR TR
+$2.4M
57,605
+178%
减持
ORCL
ORACLE CORP
+$2.4M
94,856
-1%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$2.4M
29,234
增持
ECL
ECOLAB INC
+$2.3M
50,275
+18%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.3M
22,915
+25%
清仓
BAR
GRANITESHARES GOLD TR
-$2.3M
0
-100%
增持
MO
ALTRIA GROUP INC
+$2.3M
293,706
+19%
减持
ALK
ALASKA AIR GROUP INC
+$2.3M
228,615
-3%
减持
NTR
NUTRIEN LTD
-$2.3M
153,290
-1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.3M
20,034
+203%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.3M
6,389
+276%
增持
VXUS
VANGUARD STAR FDS
+$2.2M
551,066
+6%
增持
JBL
JABIL INC
+$2.2M
25,418
+309%
增持
IJR
ISHARES TR
+$2.2M
259,948
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$2.1M
127,592
+32%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.1M
2,375,004
+3%
增持
IWR
ISHARES TR
+$2.1M
311,992
+5%
增持
UMH
UMH PPTYS INC
+$2.1M
619,767
+17%
增持
NOW
SERVICENOW INC
+$2.1M
13,032
+15%
减持
USB
US BANCORP DEL
-$2.1M
369,122
-7%
增持
DGRW
WISDOMTREE TR
+$2.0M
38,003
+379%
减持
DHI
D R HORTON INC
+$2.0M
91,883
-2%
减持
PWR
QUANTA SVCS INC
+$2.0M
70,196
-1%
清仓
PI
IMPINJ INC
-$2.0M
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.9M
8,456
+179%
减持
EUSA
ISHARES INC
-$1.9M
342,433
-10%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.9M
98,020
+195%
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$1.8M
33,026
清仓
HRB
BLOCK H & R INC
-$1.8M
0
-100%
增持
VLO
VALERO ENERGY CORP
-$1.8M
92,809
+2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.7M
177,811
-19%
增持
—
LAM RESEARCH CORP
+$1.7M
10,697
+11%
增持
IJH
ISHARES TR
+$1.7M
94,789
+3%
增持
IWM
ISHARES TR
+$1.7M
104,982
+4%
增持
BA
BOEING CO
+$1.7M
129,276
+7%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
37,051
减持
VFC
V F CORP
-$1.7M
178,817
-20%
减持
—
FRANCHISE GROUP INC
-$1.7M
7,800
-89%
增持
HD
HOME DEPOT INC
+$1.7M
67,895
+3%
减持
PCAR
PACCAR INC
+$1.7M
163,422
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
989,111
+3%
增持
CAT
CATERPILLAR INC
+$1.7M
73,320
+2%
建仓
BRO
BROWN & BROWN INC
+$1.7M
24,110
建仓
COPX
GLOBAL X FDS
+$1.6M
43,610
增持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
187,690
+3%
建仓
KNF
KNIFE RIVER CORP
+$1.6M
36,832
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.6M
198,390
+0%
增持
ABT
ABBOTT LABS
+$1.6M
167,103
+2%
增持
WCC
WESCO INTL INC
+$1.5M
52,955
+2%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$1.5M
8,081
-75%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.5M
39,938
+18%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
329,731
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$1.5M
426,620
+13%
增持
DVN
DEVON ENERGY CORP NEW
+$1.5M
212,538
+22%
增持
NFLX
NETFLIX INC
+$1.4M
12,790
+6%
减持
MDU
MDU RES GROUP INC
-$1.4M
110,565
-10%
增持
GBCI
GLACIER BANCORP INC NEW
-$1.4M
185,353
+8%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$1.4M
5,633
-83%
增持
URI
UNITED RENTALS INC
+$1.4M
6,622
+68%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$1.4M
51,078
+288%
建仓
MSM
MSC INDL DIRECT INC
+$1.4M
14,440
减持
STRL
STERLING INFRASTRUCTURE INC
+$1.4M
85,403
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.4M
308,969
+1%
