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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 107
减持 30
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$135.5M
1,758,337
+3%
增持
MSFT
MICROSOFT CORP
+$125.3M
818,515
+9%
增持
AVGO
BROADCOM INC
+$119.5M
850,542
+24%
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
IXUS
ISHARES TR
+$64.0M
7,344,681
+2%
增持
NVDA
NVIDIA CORPORATION
+$58.1M
1,056,205
+5%
建仓
SGOV
ISHARES TR
+$51.2M
508,187
增持
VTV
VANGUARD INDEX FDS
+$42.7M
5,309,040
+2%
增持
COST
COSTCO WHSL CORP NEW
+$37.8M
185,679
+20%
增持
CMI
CUMMINS INC
+$36.2M
328,674
+44%
增持
RTX
RTX CORPORATION
+$35.7M
956,165
+22%
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$33.4M
3,645,632
增持
SPGI
S&P GLOBAL INC
+$32.0M
167,259
+51%
增持
PLD
PROLOGIS INC.
+$32.0M
503,191
+169%
增持
ECL
ECOLAB INC
+$31.6M
201,281
+126%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$27.7M
350,182
+33%
增持
NEE
NEXTERA ENERGY INC
+$27.2M
1,009,785
+67%
增持
BIL
SPDR SERIES TRUST
+$27.1M
300,672
+5500%
增持
—
ACCENTURE PLC IRELAND
+$26.3M
220,274
+74%
增持
LOW
LOWES COS INC
+$25.7M
263,832
+87%
增持
PFE
PFIZER INC
+$25.3M
3,068,515
+58%
增持
AAPL
APPLE INC
-$24.8M
1,490,699
+0%
增持
IWF
ISHARES TR
+$23.4M
362,956
+0%
增持
—
CHUBB LIMITED
+$23.2M
335,949
+37%
增持
AMZN
AMAZON COM INC
+$22.1M
701,409
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$22.0M
3,605,323
-0%
增持
QQQ
INVESCO QQQ TR
+$21.1M
175,990
+9%
增持
IWO
ISHARES TR
+$20.0M
512,122
+4%
增持
VOO
VANGUARD INDEX FDS
+$19.8M
240,799
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$17.8M
411,478
-1%
增持
JNJ
JOHNSON & JOHNSON
+$17.5M
714,235
+29%
减持
TLT
ISHARES TR
-$16.5M
11,678
-94%
增持
BA
BOEING CO
+$15.9M
194,236
+33%
增持
IWN
ISHARES TR
+$15.6M
1,184,451
+4%
增持
META
META PLATFORMS INC
+$15.2M
82,822
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14.7M
3,296,914
+2%
减持
VTI
VANGUARD INDEX FDS
+$14.6M
552,652
-1%
增持
ORCL
ORACLE CORP
+$13.7M
128,660
+24%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$13.6M
747,006
+53%
增持
IJK
ISHARES TR
+$11.7M
1,097,315
+4%
增持
GOOG
ALPHABET INC
+$11.4M
325,974
+10%
增持
GOOGL
ALPHABET INC
+$11.2M
447,847
+2%
减持
PEP
PEPSICO INC
-$11.1M
414,809
-6%
增持
SHOP
SHOPIFY INC
+$11.0M
161,212
+103%
减持
IEF
ISHARES TR
-$10.7M
34,922
-76%
增持
SPY
SPDR S&P 500 ETF TR
+$10.7M
104,233
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.4M
288,623
+2%
增持
DIS
DISNEY WALT CO
+$9.4M
306,439
+6%
增持
VLO
VALERO ENERGY CORP
+$9.3M
137,772
+98%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.1M
1,676,535
+3%
减持
FISV
FISERV INC
-$9.0M
157,309
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$9.0M
58,807
-2%
增持
TMSL
T ROWE PRICE ETF INC
+$8.9M
276,949
+3743%
增持
IBTK
ISHARES TR
+$8.9M
745,879
+147%
减持
DFAX
DIMENSIONAL ETF TRUST
+$8.8M
2,766,429
-0%
减持
IVV
ISHARES TR
+$8.7M
169,281
-1%
增持
CVX
CHEVRON CORP NEW
-$8.5M
403,366
+2%
建仓
IBTP
ISHARES TR
+$8.2M
320,632
建仓
IBTM
ISHARES TR
+$8.0M
348,377
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.9M
44,461
+7%
增持
QUAL
ISHARES TR
+$7.9M
552,745
+1%
增持
WMT
WALMART INC
+$7.9M
434,857
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.9M
197,731
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.8M
693,744
+6%
增持
IJJ
ISHARES TR
+$7.6M
954,981
+4%
减持
PULS
PGIM ETF TR
-$7.4M
31,280
-83%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.4M
344,807
-10%
增持
NFLX
NETFLIX INC
+$7.2M
16,759
+3%
减持
DVN
DEVON ENERGY CORP NEW
-$7.0M
182,258
-47%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$6.9M
580,897
-31%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$6.5M
794,813
+19%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$6.4M
206,883
+1555%
减持
MRK
MERCK & CO INC
-$6.3M
545,916
-1%
增持
NOW
SERVICENOW INC
+$6.3M
16,895
+22%
增持
AMGN
AMGEN INC
-$6.3M
236,832
+2%
减持
ABBV
ABBVIE INC
-$6.3M
251,340
-1%
减持
PWR
QUANTA SVCS INC
+$6.1M
51,834
-2%
增持
VXUS
VANGUARD STAR FDS
+$6.1M
761,490
+2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$6.0M
1,832,085
+4%
增持
VB
VANGUARD INDEX FDS
+$5.9M
109,776
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.5M
59,544
+24%
减持
PTLC
PACER FDS TR
-$5.5M
45,278
-70%
增持
CAT
CATERPILLAR INC
+$5.4M
82,627
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$5.2M
853,924
+3%
增持
CALF
PACER FDS TR
+$5.2M
345,389
+51%
增持
SPIB
SPDR SERIES TRUST
+$5.1M
5,580,940
+2%
减持
TSLA
TESLA INC
+$5.0M
93,619
-4%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$5.0M
47,300
减持
SNOW
SNOWFLAKE INC
+$5.0M
66,916
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.9M
2,112,887
+16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.8M
81,875
+9%
减持
ADSK
AUTODESK INC
+$4.7M
99,526
-0%
增持
—
EXXON MOBIL CORP
-$4.6M
437,589
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.6M
221,820
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.5M
335,149
+49%
增持
MGK
VANGUARD WORLD FD
+$4.5M
79,178
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$4.5M
56,801
+34%
建仓
FID
FIRST TR EXCHANGE TRADED FD
+$4.5M
235,505
增持
CSCO
CISCO SYS INC
+$4.5M
482,858
+3%
减持
NVS
NOVARTIS AG
-$4.5M
330,621
-17%
增持
COF
CAPITAL ONE FINL CORP
+$4.4M
68,311
+21%
减持
TIP
ISHARES TR
-$4.4M
50,928
-44%
增持
UBER
UBER TECHNOLOGIES INC
+$4.4M
151,652
+13%
增持
VO
VANGUARD INDEX FDS
+$4.4M
69,270
+19%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
-$4.4M
14,878
-66%
减持
SCHW
SCHWAB CHARLES CORP
+$4.3M
373,292
-2%
建仓
MODL
VICTORY PORTFOLIOS II
+$4.2M
98,423
增持
ABNB
AIRBNB INC
+$4.2M
62,526
+84%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$4.2M
2,486,389
+3%
增持
MTUM
ISHARES TR
+$4.1M
25,600
+148%
增持
GD
GENERAL DYNAMICS CORP
+$3.9M
86,791
+10%
增持
EFA
ISHARES TR
+$3.8M
362,261
+4%
增持
—
SPOTIFY TECHNOLOGY S A
+$3.8M
13,469
+13%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$3.6M
126,867
+519%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$3.6M
209,710
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.5M
77,095
+287%
增持
QCOM
QUALCOMM INC
+$3.5M
432,896
+2%
增持
NKE
NIKE INC
+$3.5M
143,601
+35%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.4M
91,798
+443%
增持
SYK
STRYKER CORPORATION
+$3.4M
86,482
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.3M
339,905
+24%
清仓
—
BARRICK GOLD CORP
-$3.3M
0
-100%
增持
DE
DEERE & CO
+$3.3M
75,471
+1%
增持
FERG
FERGUSON ENTERPRISES INC
+$3.3M
17,067
+497%
增持
BAC
BANK AMERICA CORP
+$3.2M
458,349
+4%
减持
EMR
EMERSON ELEC CO
+$3.2M
134,170
-0%
减持
—
ISHARES TR
-$3.1M
76,512
-63%
增持
SIL
GLOBAL X FDS
+$3.1M
93,815
+159%
增持
MCD
MCDONALDS CORP
+$3.1M
139,718
+16%
增持
GLD
SPDR GOLD TR
+$3.1M
61,056
+13%
增持
COIN
COINBASE GLOBAL INC
+$3.1M
15,996
+8%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$3.0M
0
-100%
增持
SHV
ISHARES TR
+$3.0M
34,957
+325%
增持
SMH
VANECK ETF TRUST
+$2.9M
25,752
+28%
增持
GE
GE AEROSPACE
+$2.8M
39,017
+8%
增持
LRCX
LAM RESEARCH CORP
+$2.8M
105,407
+2%
增持
MPC
MARATHON PETE CORP
+$2.8M
40,353
+49%
建仓
FEGE
RBB FUND TRUST
+$2.8M
68,454
建仓
STPZ
PIMCO ETF TR
+$2.8M
51,305
增持
STT
STATE STR CORP
+$2.8M
130,842
+5%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$2.7M
131,296
+17%
增持
MO
ALTRIA GROUP INC
+$2.7M
357,324
+18%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
43,295
+30%
建仓
IBIK
ISHARES TR
+$2.7M
105,329
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.7M
179,776
+4%
减持
EEM
ISHARES TR
-$2.7M
60,348
-53%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
182,747
+2%
增持
AMAT
APPLIED MATLS INC
+$2.7M
68,806
+1%
建仓
IBIG
ISHARES TR
+$2.7M
100,211
增持
RLY
SSGA ACTIVE ETF TR
+$2.5M
1,259,697
+5%
减持
CAG
CONAGRA BRANDS INC
-$2.5M
125,450
-34%
