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Destination Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Destination Wealth Management
报告期 2026-03-31 · CIK 0001278573
持仓数
327
前50大市值合计
$2.99B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 5
增持 66
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$33.5M
29,408
-80%
增持
AMZN
AMAZON COM INC
+$12.6M
14,472
+42%
减持
BAX
BAXTER INTL INC
-$9.4M
284,294
-29%
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
COST
COSTCO WHSL CORP NEW
+$4.9M
111,647
-2%
增持
MINT
PIMCO ETF TR
+$4.8M
168,405
+39%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$3.2M
444,230
+17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.2M
478,896
-14%
增持
IGSB
ISHARES TR
+$3.1M
1,238,949
+5%
增持
STIP
ISHARES TR
+$3.0M
661,117
+5%
增持
SDY
SPDR SER TR
-$3.0M
788,731
+1%
减持
AAPL
APPLE INC
+$2.7M
853,671
-1%
增持
MSFT
MICROSOFT CORP
+$2.5M
173,602
+2%
增持
CL
COLGATE PALMOLIVE CO
-$2.4M
474,895
+1%
减持
DHR
DANAHER CORPORATION
+$2.3M
149,166
-7%
增持
QCOM
QUALCOMM INC
-$2.3M
183,229
+1%
减持
PFE
PFIZER INC
+$2.2M
583,147
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.9M
176,671
+14%
增持
AGG
ISHARES TR
+$1.9M
1,577,656
+1%
减持
IGM
ISHARES TR
-$1.8M
163,722
-3%
减持
GOOGL
ALPHABET INC
+$1.7M
18,635
-5%
增持
IUSB
ISHARES TR
+$1.7M
777,866
+5%
增持
IDU
ISHARES TR
+$1.6M
669,064
+3%
增持
WM
WASTE MGMT INC DEL
+$1.6M
161,517
+1%
增持
IJR
ISHARES TR
-$1.5M
747,626
+2%
增持
IEMG
ISHARES INC
-$1.5M
943,321
+6%
增持
DIS
DISNEY WALT CO
-$1.4M
250,251
+0%
增持
FTV
FORTIVE CORP
+$1.4M
445,827
+3%
增持
MA
MASTERCARD INCORPORATED
-$1.4M
116,432
+2%
增持
TGT
TARGET CORP
-$1.3M
102,363
+0%
增持
ROST
ROSS STORES INC
-$1.3M
104,099
+3%
增持
MCD
MCDONALDS CORP
+$1.2M
89,726
+1%
增持
CLX
CLOROX CO DEL
-$1.1M
112,185
+2%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
199,050
-3%
增持
XT
ISHARES TR
+$1.1M
538,740
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$1.1M
15,872
-49%
增持
ISTB
ISHARES TR
+$1.1M
509,118
+5%
增持
IMTB
ISHARES TR
+$1.1M
379,242
+6%
增持
FLOT
ISHARES TR
+$1.0M
635,043
+3%
增持
V
VISA INC
-$1.0M
186,959
+2%
减持
ZTS
ZOETIS INC
+$919.0K
121,684
-0%
增持
NKE
NIKE INC
-$916.0K
144,370
+2%
减持
COF
CAPITAL ONE FINL CORP
+$857.0K
128,941
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$856.0K
171,806
+3%
增持
GBF
ISHARES TR
+$803.0K
155,170
+5%
建仓
TNET
TRINET GROUP INC
+$743.0K
7,860
减持
BX
BLACKSTONE INC
+$722.0K
244,926
-14%
减持
LMT
LOCKHEED MARTIN CORP
-$701.0K
16,606
-2%
减持
—
UNILEVER PLC
-$661.0K
111,185
-3%
清仓
VNT
VONTIER CORPORATION
-$661.0K
0
-100%
减持
IVV
ISHARES TR
-$645.0K
154,984
-1%
增持
SYK
STRYKER CORPORATION
+$611.0K
79,070
+1%
增持
IDV
ISHARES TR
-$558.0K
319,713
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$556.0K
302,398
-3%
增持
ECL
ECOLAB INC
+$530.0K
89,179
+2%
减持
KO
COCA COLA CO
-$528.0K
101,028
-6%
增持
USIG
ISHARES TR
+$528.0K
201,909
+5%
减持
JPM
JPMORGAN CHASE & CO
+$519.0K
160,374
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$514.0K
19,468
+6%
减持
PEP
PEPSICO INC
-$498.0K
37,405
-9%
增持
EFA
ISHARES TR
+$498.0K
404,206
+3%
增持
IJH
ISHARES TR
-$495.0K
198,340
+1%
减持
ABT
ABBOTT LABS
+$480.0K
223,121
-0%
减持
VV
VANGUARD INDEX FDS
-$479.0K
72,262
-3%
减持
DES
WISDOMTREE TR
-$419.0K
272,811
-1%
减持
IXP
ISHARES TR
-$409.0K
92,815
-3%
增持
EMNT
PIMCO ETF TR
+$406.0K
29,022
+16%
建仓
TSLA
TESLA INC
+$366.0K
472
清仓
IBB
ISHARES TR
-$364.0K
0
-100%
建仓
TIP
ISHARES TR
+$343.0K
2,690
清仓
TSCO
TRACTOR SUPPLY CO
-$316.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$307.0K
0
-100%
减持
DON
WISDOMTREE TR
-$297.0K
238,411
-2%
增持
MGC
VANGUARD WORLD FD
+$296.0K
57,217
+3%
增持
AFL
AFLAC INC
-$291.0K
334,240
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$287.0K
43,303
-4%
减持
CVX
CHEVRON CORP NEW
-$282.0K
32,135
-5%
清仓
WFC
WELLS FARGO CO NEW
-$274.0K
0
-100%
增持
TJX
TJX COS INC NEW
-$270.0K
343,870
+1%
清仓
TLT
ISHARES TR
-$248.0K
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$245.0K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$227.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$226.0K
0
-100%
减持
INTC
INTEL CORP
-$225.0K
62,020
-1%
增持
GOOG
ALPHABET INC
+$221.0K
1,246
+1%
减持
VCR
VANGUARD WORLD FDS
-$218.0K
7,426
-7%
清仓
SCHD
SCHWAB STRATEGIC TR
-$213.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$212.0K
0
-100%
建仓
—
ASML HOLDING N V
+$208.0K
279
清仓
BABA
ALIBABA GROUP HLDG LTD
-$207.0K
0
-100%
减持
IGIB
ISHARES TR
-$205.0K
101,931
-3%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$202.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$201.0K
55,134
-1%
增持
WMT
WALMART INC
+$194.0K
129,028
+2%
减持
AXP
AMERICAN EXPRESS CO
+$183.0K
152,337
-1%
减持
IWB
ISHARES TR
-$176.0K
21,502
-3%
减持
T
AT&T INC
-$171.0K
11,255
-32%
建仓
ETB
EATON VANCE TAX MNGED BUY WR
+$170.0K
10,600
减持
VHT
VANGUARD WORLD FDS
-$165.0K
22,245
-3%
减持
BAC
BK OF AMERICA CORP
-$164.0K
13,719
-24%
增持
NVDA
NVIDIA CORPORATION
+$163.0K
20,905
+301%
增持
C
CITIGROUP INC
+$162.0K
247,309
+2%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$158.0K
45,022
-1%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$157.0K
19,714
-21%
减持
DRIV
GLOBAL X FDS
-$156.0K
10,150
-34%
减持
STPZ
PIMCO ETF TR
-$147.0K
10,823
-20%
减持
SCHF
SCHWAB STRATEGIC TR
-$141.0K
157,074
-0%
减持
BA
BOEING CO
-$135.0K
5,677
-2%
减持
VNQ
VANGUARD INDEX FDS
-$130.0K
27,584
-4%
减持
ICLN
ISHARES TR
-$123.0K
10,390
-30%
减持
BOND
PIMCO ETF TR
-$120.0K
74,947
-1%
增持
MRK
MERCK & CO INC
-$115.0K
228,280
+3%
减持
VTI
VANGUARD INDEX FDS
-$114.0K
1,461
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
-$114.0K
332,603
+3%
减持
YUM
YUM BRANDS INC
-$111.0K
2,470
-31%
增持
QQQ
INVESCO QQQ TR
+$105.0K
12,033
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$102.0K
38,599
-1%
减持
SHV
ISHARES TR
-$100.0K
6,059
-13%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$99.0K
112,352
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$97.0K
2,964
-15%
增持
EW
EDWARDS LIFESCIENCES CORP
+$96.0K
7,768
+3%
增持
VOO
VANGUARD INDEX FDS
+$93.0K
4,132
+6%
减持
SUB
ISHARES TR
-$93.0K
3,099
-22%
减持
SUSA
ISHARES TR
-$92.0K
26,284
-4%
增持
LUV
SOUTHWEST AIRLS CO
-$91.0K
391,605
+3%
增持
NFLX
NETFLIX INC
+$88.0K
732
+8%
增持
SCHA
SCHWAB STRATEGIC TR
-$82.0K
33,071
+2%
减持
IYZ
ISHARES TR
-$82.0K
63,426
-2%
减持
DSI
ISHARES TR
-$76.0K
8,863
-10%
减持
SCHX
SCHWAB STRATEGIC TR
-$72.0K
124,028
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$71.0K
3,087
-1%
增持
JNJ
JOHNSON & JOHNSON
+$67.0K
243,327
+2%
增持
IHI
ISHARES TR
-$65.0K
38,470
+460%
减持
LLY
LILLY ELI & CO
-$63.0K
1,115
-20%
减持
SBUX
STARBUCKS CORP
-$62.0K
2,447
-18%
减持
AMGN
AMGEN INC
-$62.0K
1,377
-5%
减持
HON
HONEYWELL INTL INC
-$60.0K
2,619
-7%
减持
—
ETF MANAGERS TR
-$57.0K
334,081
-1%
增持
META
FACEBOOK INC
+$57.0K
3,009
+9%
减持
ABBV
ABBVIE INC
-$54.0K
2,205
-15%
增持
—
ACTIVISION BLIZZARD INC
-$53.0K
2,986
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$47.0K
24,020
+2%
减持
—
BLACKROCK INC
-$45.0K
1,210
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.0K
3,433
+9%
减持
TXN
TEXAS INSTRS INC
-$37.0K
1,827
-9%
增持
PFF
ISHARES TR
-$33.0K
74,296
+0%
增持
MMM
3M CO
-$29.0K
1,374
+1%
增持
—
ISHARES INC
+$29.0K
8,275
+9%
减持
IWD
ISHARES TR
-$17.0K
1,301
-7%
增持
CMF
ISHARES TR
+$17.0K
14,456
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$16.0K
21,724
+3%
