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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 103
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$80.0M
1,773,973
+1%
增持
VTV
VANGUARD INDEX FDS
+$79.6M
5,458,462
+3%
增持
AAPL
APPLE INC
+$79.5M
1,513,445
+2%
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
+$61.5M
7,620,987
+4%
增持
NVDA
NVIDIA CORPORATION
+$34.3M
1,078,146
+2%
减持
GOOGL
ALPHABET INC
+$29.9M
447,666
-0%
增持
IWN
ISHARES TR
+$28.2M
1,216,060
+3%
增持
MSFT
MICROSOFT CORP
+$25.1M
834,601
+2%
增持
JNJ
JOHNSON & JOHNSON
+$25.1M
723,906
+1%
减持
CMI
CUMMINS INC
+$24.7M
313,258
-5%
增持
GOOG
ALPHABET INC
+$24.6M
338,257
+4%
增持
AGG
ISHARES TR
+$22.7M
4,598,418
+4%
增持
VOO
VANGUARD INDEX FDS
+$20.7M
257,148
+7%
增持
IWO
ISHARES TR
+$20.5M
521,555
+2%
减持
RTX
RTX CORPORATION
+$17.4M
938,501
-2%
减持
IWF
ISHARES TR
+$15.7M
362,459
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$14.8M
761,156
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.7M
1,802,200
+7%
增持
PLD
PROLOGIS INC.
+$14.3M
587,157
+17%
减持
AVGO
BROADCOM INC
+$14.3M
753,954
-11%
建仓
CCB
COASTAL FINL CORP WA
+$13.6M
125,539
增持
VTI
VANGUARD INDEX FDS
+$13.5M
552,843
+0%
增持
TSLA
TESLA INC
+$13.4M
96,730
+3%
增持
LOW
LOWES COS INC
+$13.1M
285,034
+8%
增持
IJJ
ISHARES TR
+$12.8M
1,008,272
+6%
增持
QUAL
ISHARES TR
+$12.7M
584,713
+6%
增持
QQQ
INVESCO QQQ TR
+$12.3M
182,207
+4%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$11.7M
3,377,036
+2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$11.7M
1,971,830
+8%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$11.6M
355,745
+236%
减持
ABBV
ABBVIE INC
+$11.5M
250,947
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.2M
3,617,422
+0%
减持
NVS
NOVARTIS AG
-$11.2M
224,547
-32%
增持
JPM
JPMORGAN CHASE & CO.
+$10.9M
412,803
+0%
增持
NEE
NEXTERA ENERGY INC
+$10.9M
1,072,321
+6%
增持
IJK
ISHARES TR
+$10.4M
1,149,366
+5%
增持
GLD
SPDR GOLD TR
+$10.3M
81,414
+33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.1M
298,973
+4%
增持
CALF
PACER FDS TR
+$9.6M
532,314
+54%
增持
FDVV
FIDELITY COVINGTON TRUST
+$9.3M
283,873
+128%
增持
SPIB
SPDR SERIES TRUST
+$9.1M
5,798,792
+4%
减持
FISV
FISERV INC
-$8.7M
142,717
-9%
增持
RKT
ROCKET COS INC
+$8.6M
461,093
+2075%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.4M
75,736
+33%
减持
IVV
ISHARES TR
+$8.1M
169,174
-0%
增持
CAT
CATERPILLAR INC
+$8.0M
83,978
+2%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$7.9M
162,921
+1585%
增持
VO
VANGUARD INDEX FDS
+$7.8M
92,588
+34%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$7.5M
263,575
+19%
增持
CVX
CHEVRON CORP NEW
+$7.5M
420,216
+4%
增持
COST
COSTCO WHSL CORP NEW
-$7.3M
190,692
+3%
减持
NOBL
PROSHARES TR
-$7.2M
79,087
-48%
增持
PYLD
PIMCO ETF TR
+$7.2M
357,930
+298%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.1M
243,323
+165%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.9M
60,869
+4%
建仓
FENI
FIDELITY COVINGTON TRUST
+$6.8M
191,666
增持
ADBE
ADOBE INC
+$6.7M
81,632
+43%
增持
DFAX
DIMENSIONAL ETF TRUST
+$6.5M
2,797,757
+1%
增持
RLY
SSGA ACTIVE ETF TR
+$6.5M
1,397,691
+11%
减持
PYPL
PAYPAL HLDGS INC
-$6.4M
200,542
-25%
增持
DFAI
DIMENSIONAL ETF TRUST
+$6.2M
488,274
+46%
减持
DIS
DISNEY WALT CO
-$6.1M
278,210
-9%
建仓
CSRE
COHEN & STEERS ETF TRUST
+$6.0M
231,827
减持
OKE
ONEOK INC NEW
-$6.0M
101,557
-38%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.9M
130,516
-22%
增持
FEGE
RBB FUND TRUST
+$5.7M
190,687
+179%
增持
PFE
PFIZER INC
+$5.6M
3,138,676
+2%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$5.5M
782,944
+35%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.5M
67,875
+14%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$5.4M
2,623,867
+6%
增持
SHOP
SHOPIFY INC
+$5.4M
161,391
+0%
增持
QCOM
QUALCOMM INC
+$5.4M
446,670
+3%
减持
ORCL
ORACLE CORP
+$5.2M
118,608
-8%
建仓
RDNT
RADNET INC
+$5.2M
68,575
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.2M
809,012
+8%
增持
SAMT
ADVISORS INNER CIRCLE FD III
+$5.1M
188,077
+235%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.1M
334,345
+45%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$5.0M
870,517
+2%
增持
VBK
VANGUARD INDEX FDS
+$4.8M
28,736
+114%
增持
EVSD
MORGAN STANLEY ETF TRUST
+$4.8M
98,385
+1702%
增持
V
VISA INC
-$4.7M
350,906
+0%
增持
AMZN
AMAZON COM INC
+$4.7M
722,238
+3%
减持
IJH
ISHARES TR
-$4.6M
404,570
-19%
增持
GDX
VANECK ETF TRUST
+$4.4M
96,802
+67%
增持
VXUS
VANGUARD STAR FDS
+$4.4M
775,547
+2%
增持
GRNY
TIDAL TRUST I
+$4.2M
255,909
+169%
减持
GD
GENERAL DYNAMICS CORP
+$4.1M
86,296
-1%
减持
BIL
SPDR SERIES TRUST
-$4.0M
256,516
-15%
增持
IUSB
ISHARES TR
+$4.0M
339,713
+32%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.9M
266,519
-23%
增持
SGOV
ISHARES TR
+$3.9M
546,955
+8%
减持
EOG
EOG RES INC
-$3.8M
219,022
-8%
建仓
ZROZ
PIMCO ETF TR
+$3.8M
56,099
增持
AMLP
ALPS ETF TR
+$3.8M
319,371
+39%
增持
VBR
VANGUARD INDEX FDS
+$3.7M
74,308
+23%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.7M
2,187,550
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$3.7M
102,209
-2%
增持
PVAL
PUTNAM ETF TRUST
+$3.7M
138,541
+146%
增持
UMH
UMH PPTYS INC
+$3.6M
1,470,755
+36%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$3.6M
170,950
+19%
增持
VGT
VANGUARD WORLD FD
+$3.6M
15,201
+30%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.6M
80,642
-2%
增持
GEV
GE VERNOVA INC
+$3.6M
12,721
+58%
增持
VB
VANGUARD INDEX FDS
+$3.5M
116,128
+6%
增持
BSV
VANGUARD BD INDEX FDS
+$3.5M
955,584
+5%
减持
PEP
PEPSICO INC
+$3.5M
414,588
-0%
增持
—
CHUBB LIMITED
+$3.4M
357,044
+6%
增持
DHI
D R HORTON INC
+$3.4M
83,199
+1%
建仓
—
ICON PLC
+$3.4M
19,557
增持
MO
ALTRIA GROUP INC
+$3.4M
368,861
+3%
增持
WMT
WALMART INC
+$3.4M
445,638
+2%
减持
BX
BLACKSTONE INC
+$3.3M
160,135
-0%
清仓
—
GLOBAL MED REIT INC
-$3.3M
0
-100%
减持
VLO
VALERO ENERGY CORP
+$3.3M
128,072
-7%
建仓
QGRO
AMERICAN CENTY ETF TR
+$3.3M
28,652
增持
SPGI
S&P GLOBAL INC
-$3.3M
174,517
+4%
增持
MRK
MERCK & CO INC
+$3.1M
552,383
+1%
建仓
XRN
GLOBAL MED REIT INC
+$3.1M
92,879
增持
MGK
VANGUARD WORLD FD
+$3.1M
79,813
+1%
清仓
CNC
CENTENE CORP DEL
-$3.1M
0
-100%
减持
IWM
ISHARES TR
-$3.1M
120,898
-19%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
186,990
+2%
增持
TCAF
T ROWE PRICE ETF INC
+$2.9M
375,409
+18%
减持
IEF
ISHARES TR
-$2.9M
4,866
-86%
增持
MU
MICRON TECHNOLOGY INC
+$2.9M
58,256
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.8M
395,506
+16%
增持
MCD
MCDONALDS CORP
+$2.8M
143,492
+3%
减持
HD
HOME DEPOT INC
+$2.8M
75,391
-0%
增持
USB
US BANCORP DEL
+$2.8M
436,038
+8%
减持
NEM
NEWMONT CORP
-$2.7M
37,626
-63%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.7M
669,617
+4%
减持
IJR
ISHARES TR
-$2.7M
227,476
-16%
增持
BKR
BAKER HUGHES COMPANY
+$2.7M
99,014
+81%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.7M
91,301
-19%
减持
AIG
AMERICAN INTL GROUP INC
-$2.7M
173,776
-9%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.7M
40,718
-8%
增持
TMUS
T-MOBILE US INC
+$2.7M
53,523
+26%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.7M
645,705
+6%
增持
BOND
PIMCO ETF TR
+$2.6M
94,639
+41%
建仓
FLXR
TCW ETF TRUST
+$2.6M
65,684
增持
OSK
OSHKOSH CORP
+$2.6M
23,984
+395%
增持
USMV
ISHARES TR
+$2.5M
159,866
+18%
减持
GLW
CORNING INC
+$2.5M
90,282
-4%
增持
AMGN
AMGEN INC
+$2.5M
243,054
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.5M
197,849
+0%
减持
CRM
SALESFORCE INC
-$2.5M
41,503
-8%
减持
MOD
MODINE MFG CO
+$2.4M
58,202
-2%
增持
SMLF
ISHARES TR
+$2.4M
81,014
+52%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.4M
181,365
+20%
增持
BLK
BLACKROCK INC
+$2.4M
10,594
+11%
