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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 91
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$74.5M
4,976,893
+1%
减持
NVDA
NVIDIA CORPORATION
+$36.8M
98,182
-6%
增持
IXUS
ISHARES TR
+$32.7M
6,475,168
+3%
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。
减持
AAPL
APPLE INC
-$32.0M
1,476,438
-0%
减持
MSFT
MICROSOFT CORP
+$28.6M
716,854
-1%
增持
AGG
ISHARES TR
+$27.8M
3,908,874
+9%
增持
AMZN
AMAZON COM INC
+$22.0M
616,907
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$17.8M
269,975
+1%
增持
VTI
VANGUARD INDEX FDS
+$16.1M
503,064
+4%
增持
JPM
JPMORGAN CHASE & CO
+$14.5M
408,523
+3%
增持
EOG
EOG RES INC
+$13.7M
181,373
+131%
增持
PFE
PFIZER INC
+$13.4M
1,162,856
+78%
减持
AVGO
BROADCOM INC
+$13.0M
74,270
-3%
增持
RTX
RTX CORPORATION
+$13.0M
758,266
+5%
增持
VOO
VANGUARD INDEX FDS
+$12.9M
210,134
+4%
增持
—
EXXON MOBIL CORP
+$12.7M
429,866
+15%
减持
CMI
CUMMINS INC
+$12.1M
227,884
-1%
减持
MRK
MERCK & CO INC
+$11.5M
551,083
-2%
减持
IJK
ISHARES TR
+$11.2M
982,900
-1%
增持
IVV
ISHARES TR
+$10.2M
184,485
+2%
减持
BA
BOEING CO
-$10.0M
125,769
-4%
增持
IWO
ISHARES TR
+$9.8M
457,366
+1%
减持
DIS
DISNEY WALT CO
+$9.7M
325,945
-2%
增持
META
META PLATFORMS INC
+$9.5M
57,507
+11%
增持
LLY
ELI LILLY & CO
+$9.5M
41,027
+7%
减持
INTC
INTEL CORP
-$9.1M
479,487
-20%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$8.9M
198,482
+326%
减持
COST
COSTCO WHSL CORP NEW
+$8.6M
156,274
-3%
增持
QQQ
INVESCO QQQ TR
+$8.5M
147,639
+6%
增持
COWZ
PACER FDS TR
+$8.5M
426,880
+36%
减持
QCOM
QUALCOMM INC
+$8.4M
432,478
-4%
减持
VUG
VANGUARD INDEX FDS
+$7.7M
1,762,572
-9%
增持
SPIB
SPDR SER TR
+$7.6M
4,795,162
+6%
增持
CAT
CATERPILLAR INC
+$7.4M
80,777
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.2M
629,985
+2%
增持
V
VISA INC
+$7.1M
347,071
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.0M
3,336,066
-0%
减持
—
CHUBB LIMITED
+$7.0M
234,519
-2%
增持
GOOGL
ALPHABET INC
+$6.9M
407,897
+4%
减持
ABBV
ABBVIE INC
+$6.7M
249,448
-0%
减持
CCK
CROWN HLDGS INC
-$6.6M
56,483
-53%
增持
CALF
PACER FDS TR
+$6.6M
239,206
+122%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$6.5M
647,379
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.4M
1,052,552
+2%
增持
EMR
EMERSON ELEC CO
+$6.1M
136,274
+41%
清仓
SHYG
ISHARES TR
-$6.0M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$6.0M
346,716
+6%
减持
ADBE
ADOBE INC
-$5.9M
41,177
-8%
增持
IWN
ISHARES TR
+$5.9M
1,016,936
+2%
增持
TSLA
TESLA INC
-$5.8M
82,316
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.7M
194,817
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.7M
159,164
-23%
增持
MGK
VANGUARD WORLD FD
+$5.6M
60,704
+34%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.6M
68
-1%
增持
FISV
FISERV INC
+$5.4M
169,508
+4%
增持
GOOG
ALPHABET INC
+$5.3M
275,422
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$5.2M
89,745
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.2M
377,620
+26%
减持
IWF
ISHARES TR
+$5.0M
362,168
-6%
增持
SYK
STRYKER CORPORATION
+$5.0M
80,731
+1%
减持
STRL
STERLING INFRASTRUCTURE INC
-$4.9M
2,500
-96%
减持
QUAL
ISHARES TR
+$4.9M
455,413
-4%
增持
LOW
LOWES COS INC
+$4.9M
135,643
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.8M
256,779
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$4.7M
43,645
-30%
增持
—
MEDTRONIC PLC
+$4.6M
207,169
+27%
增持
SCHW
SCHWAB CHARLES CORP
+$4.5M
364,215
+15%
建仓
TKR
TIMKEN CO
+$4.2M
48,348
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.2M
443,906
+45%
减持
EEM
ISHARES TR
-$4.1M
88,620
-54%
增持
SDY
SPDR SER TR
+$4.1M
43,403
+245%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$4.1M
93,561
+187%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$4.1M
140,201
增持
EUSA
ISHARES INC
+$4.1M
357,303
+6%
增持
DVN
DEVON ENERGY CORP NEW
+$4.0M
350,315
+17%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.0M
148,887
+440%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.9M
2,499,282
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.8M
489,325
+10%
减持
GLW
CORNING INC
-$3.8M
93,009
-59%
增持
PEP
PEPSICO INC
+$3.8M
442,895
+2%
减持
IUSB
ISHARES TR
-$3.8M
275,238
-22%
减持
IJJ
ISHARES TR
+$3.6M
856,735
-0%
增持
VXUS
VANGUARD STAR FDS
+$3.6M
711,873
+5%
增持
PSX
PHILLIPS 66
+$3.5M
71,880
+17%
减持
VIRC
VIRCO MFG CO
-$3.5M
268,152
-50%
减持
AVA
AVISTA CORP
-$3.5M
8,471
-92%
增持
PG
PROCTER AND GAMBLE CO
+$3.5M
185,028
+2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.4M
333,156
+34%
增持
IEI
ISHARES TR
+$3.4M
62,518
+92%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.4M
374,219
+28%
增持
ECL
ECOLAB INC
+$3.4M
66,351
+10%
建仓
BOXX
EA SERIES TRUST
+$3.4M
31,605
减持
PCAR
PACCAR INC
+$3.3M
158,987
-5%
减持
USFR
WISDOMTREE TR
-$3.3M
85,608
-44%
增持
UMH
UMH PPTYS INC
+$3.3M
824,412
+25%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$3.2M
1,636,807
-4%
增持
IWM
ISHARES TR
+$3.2M
130,169
+8%
增持
HD
HOME DEPOT INC
+$3.1M
67,218
+3%
增持
ARCC
ARES CAPITAL CORP
+$3.1M
775,636
+19%
增持
JNJ
JOHNSON & JOHNSON
+$3.0M
570,135
+2%
增持
OKE
ONEOK INC NEW
+$2.9M
134,307
+21%
减持
AMAT
APPLIED MATLS INC
+$2.9M
72,154
-2%
增持
XBI
SPDR SER TR
+$2.9M
42,362
+248%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.9M
328,339
+4%
增持
GVA
GRANITE CONSTR INC
+$2.9M
62,878
+350%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.8M
1,543,667
+3%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.8M
448,199
+40%
减持
TGT
TARGET CORP
+$2.8M
119,316
-8%
增持
WMT
WALMART INC
+$2.7M
345,207
+201%
增持
VBR
VANGUARD INDEX FDS
+$2.7M
69,568
+17%
减持
PWR
QUANTA SVCS INC
+$2.7M
65,624
-1%
增持
NFLX
NETFLIX INC
+$2.7M
14,692
+14%
增持
IJH
ISHARES TR
+$2.7M
481,297
+402%
增持
CRM
SALESFORCE INC
+$2.6M
64,386
+1%
增持
—
EATON CORP PLC
+$2.5M
24,936
+14%
增持
AEE
AMEREN CORP
+$2.5M
38,680
+719%
减持
NKE
NIKE INC
-$2.5M
88,090
-11%
增持
CCD
CALAMOS DYNAMIC CONV & INCOM
+$2.4M
518,532
+16%
减持
BND
VANGUARD BD INDEX FDS
-$2.4M
389,966
-7%
减持
VLO
VALERO ENERGY CORP
+$2.4M
83,359
-8%
减持
XLV
SELECT SECTOR SPDR TR
-$2.4M
22,162
-47%
增持
SLB
SCHLUMBERGER LTD
+$2.4M
125,412
+46%
增持
DUK
DUKE ENERGY CORP NEW
+$2.4M
203,028
+14%
增持
NEE
NEXTERA ENERGY INC
+$2.4M
582,779
+1%
减持
NEM
NEWMONT CORP
-$2.4M
106,886
-29%
增持
YEAR
AB ACTIVE ETFS INC
+$2.4M
133,039
+53%
增持
MGV
VANGUARD WORLD FD
+$2.3M
86,742
+18%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.2M
67,450
-40%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.2M
42,063
-4%
增持
MO
ALTRIA GROUP INC
+$2.2M
332,104
+9%
增持
QQQE
DIREXION SHS ETF TR
+$2.2M
29,886
+446%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$2.2M
445,445
-1%
减持
SBUX
STARBUCKS CORP
-$2.2M
457,127
-0%
减持
WM
WASTE MGMT INC DEL
+$2.1M
70,637
-2%
清仓
SHV
ISHARES TR
-$2.1M
0
-100%
清仓
FAD
FIRST TR MULTI CAP GROWTH AL
-$2.1M
0
-100%
减持
MKC
MCCORMICK & CO INC
-$2.1M
13,466
-71%
减持
CSCO
CISCO SYS INC
-$2.1M
516,644
-6%
建仓
NFLT
ETFIS SER TR I
+$2.1M
93,410
建仓
KLG
WK KELLOGG CO
+$2.1M
111,352
减持
SPGI
S&P GLOBAL INC
-$2.1M
111,299
-1%
增持
ORCL
ORACLE CORP
+$2.1M
98,645
+1%
增持
GE
GENERAL ELECTRIC CO
+$2.1M
30,668
+18%
建仓
BOTZ
GLOBAL X FDS
+$2.0M
64,361
增持
—
ISHARES TR
+$2.0M
154,122
+131%
增持
SCCO
SOUTHERN COPPER CORP
+$2.0M
21,805
+495%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
30,007
+3%
增持
EFA
ISHARES TR
+$2.0M
345,708
+2%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
+$2.0M
842,003
+15%
减持
WFC
WELLS FARGO CO NEW
+$2.0M
227,944
-0%
