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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 30
增持 73
减持 43
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$32.7M
863,006
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$32.6M
909,514
+201%
减持
CLX
CLOROX CO DEL
-$17.6M
5,786
-95%
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
+$11.0M
107,788
-3%
增持
DRIV
GLOBAL X FDS
+$10.6M
354,736
+3395%
增持
MSFT
MICROSOFT CORP
+$10.0M
174,770
+1%
增持
LIT
GLOBAL X FDS
+$9.5M
117,701
+2031%
减持
QCOM
QUALCOMM INC
+$9.4M
180,900
-1%
减持
PFE
PFIZER INC
+$9.3M
582,929
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$8.4M
186,992
+51%
增持
IDU
ISHARES TR
+$7.2M
678,477
+1%
减持
ZTS
ZOETIS INC
+$5.9M
121,049
-1%
增持
IJR
ISHARES TR
+$5.5M
761,266
+2%
增持
ABT
ABBOTT LABS
+$5.4M
225,665
+1%
增持
CL
COLGATE PALMOLIVE CO
+$5.2M
481,602
+1%
减持
IGM
ISHARES TR
+$5.1M
162,214
-1%
增持
IJH
ISHARES TR
+$4.6M
200,570
+1%
减持
VUG
VANGUARD INDEX FDS
+$4.5M
194,112
-2%
减持
IVV
ISHARES TR
+$4.5M
149,461
-4%
减持
LUV
SOUTHWEST AIRLS CO
-$4.1M
374,902
-4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.0M
177,862
+1%
增持
TJX
TJX COS INC NEW
+$3.7M
347,080
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
250,770
+3%
减持
DHR
DANAHER CORPORATION
+$3.4M
148,397
-1%
减持
GOOGL
ALPHABET INC
+$3.4M
18,363
-1%
增持
FTV
FORTIVE CORP
+$3.4M
456,448
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$3.2M
455,095
-5%
建仓
SPAB
SPDR SER TR
+$3.2M
107,613
增持
NKE
NIKE INC
+$3.2M
144,912
+0%
增持
QQQ
INVESCO QQQ TR
+$3.1M
18,554
+54%
增持
AGG
ISHARES TR
+$2.9M
1,613,276
+2%
增持
AMZN
AMAZON COM INC
+$2.8M
15,104
+4%
增持
MINT
PIMCO ETF TR
+$2.8M
196,274
+17%
增持
MCD
MCDONALDS CORP
+$2.7M
90,840
+1%
减持
WM
WASTE MGMT INC DEL
+$2.7M
160,817
-0%
增持
ECL
ECOLAB INC
+$2.6M
90,335
+1%
增持
DIS
DISNEY WALT CO
-$2.5M
257,416
+3%
增持
XT
ISHARES TR
+$2.4M
548,019
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.4M
75,718
+2%
增持
AFL
AFLAC INC
+$2.2M
336,322
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.2M
41,514
+73%
增持
C
CITIGROUP INC
-$2.2M
251,507
+2%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
118,596
+2%
增持
STIP
ISHARES TR
+$2.1M
679,067
+3%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.9M
483,383
+9%
增持
COF
CAPITAL ONE FINL CORP
-$1.8M
131,632
+2%
减持
BX
BLACKSTONE INC
+$1.5M
231,820
-5%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
56,184
+2%
增持
GOOG
ALPHABET INC
+$1.4M
1,621
+30%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.3M
44,123
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.3M
28,828
+82%
增持
PEP
PEPSICO INC
+$1.2M
39,367
+5%
建仓
—
NXP SEMICONDUCTORS N V
+$1.2M
5,261
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.1M
2,204
增持
CVX
CHEVRON CORP NEW
+$1.0M
36,344
+13%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
11,322
-46%
增持
WMT
WALMART INC
+$998.0K
131,193
+2%
增持
HD
HOME DEPOT INC
+$992.0K
6,793
+22%
建仓
PRU
PRUDENTIAL FINL INC
+$957.0K
8,843
建仓
NOC
NORTHROP GRUMMAN CORP
+$905.0K
2,338
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$890.0K
166,833
-3%
增持
SCHE
SCHWAB STRATEGIC TR
+$885.0K
69,569
+80%
增持
KMB
KIMBERLY-CLARK CORP
+$874.0K
46,241
+7%
减持
VV
VANGUARD INDEX FDS
+$862.0K
69,593
-4%
增持
ROST
ROSS STORES INC
+$780.0K
105,980
+2%
增持
EFA
ISHARES TR
+$779.0K
410,667
+2%
增持
DES
WISDOMTREE TR
+$778.0K
279,646
+3%
增持
KO
COCA COLA CO
+$765.0K
102,455
+1%
减持
AXP
AMERICAN EXPRESS CO
-$751.0K
151,403
-1%
增持
IDV
ISHARES TR
+$745.0K
335,840
+5%
增持
EMNT
PIMCO ETF TR
+$738.0K
36,527
+26%
增持
VTI
VANGUARD INDEX FDS
+$692.0K
4,206
+188%
减持
DON
WISDOMTREE TR
+$665.0K
237,763
-0%
建仓
TMUS
T-MOBILE US INC
+$656.0K
5,659
减持
MGC
VANGUARD WORLD FD
+$630.0K
55,621
-3%
减持
ISTB
ISHARES TR
-$625.0K
503,184
-1%
增持
MRK
MERCK & CO INC
+$578.0K
231,263
+1%
建仓
GM
GENERAL MTRS CO
+$577.0K
9,838
增持
TGT
TARGET CORP
+$565.0K
103,625
+1%
减持
SDY
SPDR SER TR
+$543.0K
722,255
-8%
建仓
PLD
PROLOGIS INC.
+$536.0K
3,181
减持
IMTB
ISHARES TR
-$515.0K
374,859
-1%
增持
IGSB
ISHARES TR
+$508.0K
1,265,858
+2%
增持
JPM
JPMORGAN CHASE & CO
-$494.0K
162,667
+1%
减持
XLP
SELECT SECTOR SPDR TR
+$483.0K
74,148
-3%
增持
SUSA
ISHARES TR
+$470.0K
28,159
+7%
增持
VNQ
VANGUARD INDEX FDS
+$469.0K
28,248
+2%
建仓
USSG
DBX ETF TR
+$468.0K
10,553
增持
VZ
VERIZON COMMUNICATIONS INC
-$464.0K
336,792
+1%
减持
IUSB
ISHARES TR
-$436.0K
774,185
-0%
增持
IEMG
ISHARES INC
+$425.0K
980,378
+4%
建仓
ITOT
ISHARES TR
+$417.0K
3,901
增持
CMF
ISHARES TR
+$386.0K
20,578
+42%
增持
SCHF
SCHWAB STRATEGIC TR
+$380.0K
166,158
+6%
建仓
XLV
SELECT SECTOR SPDR TR
+$376.0K
2,666
减持
INTC
INTEL CORP
-$376.0K
56,854
-8%
建仓
XLF
SELECT SECTOR SPDR TR
+$369.0K
9,442
建仓
—
BROOKFIELD ASSET MGMT INC
+$367.0K
6,075
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$337.0K
7,077
增持
SYK
STRYKER CORPORATION
+$329.0K
79,204
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$328.0K
16,899
-13%
增持
V
VISA INC
+$324.0K
193,666
+4%
清仓
T
AT&T INC
-$304.0K
0
-100%
减持
VHT
VANGUARD WORLD FDS
+$299.0K
21,759
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$293.0K
27,826
-5%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$292.0K
418
-54%
增持
LLY
LILLY ELI & CO
+$286.0K
1,971
+77%
建仓
CSW
CSW INDUSTRIALS INC
+$283.0K
2,341
减持
IWB
ISHARES TR
+$276.0K
20,696
-4%
建仓
PSA
PUBLIC STORAGE
+$267.0K
714
建仓
TRV
TRAVELERS COMPANIES INC
+$264.0K
1,685
建仓
CAT
CATERPILLAR INC
+$262.0K
1,267
增持
GBF
ISHARES TR
+$257.0K
157,798
+2%
减持
IXP
ISHARES TR
-$255.0K
92,392
-0%
增持
VOO
VANGUARD INDEX FDS
+$253.0K
4,314
+4%
增持
YUM
YUM BRANDS INC
+$251.0K
3,982
+61%
增持
ABBV
ABBVIE INC
+$250.0K
3,606
+64%
建仓
XLC
SELECT SECTOR SPDR TR
+$249.0K
3,209
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$248.0K
682
减持
—
UNILEVER PLC
-$242.0K
107,568
-3%
建仓
DE
DEERE & CO
+$238.0K
693
清仓
—
ACTIVISION BLIZZARD INC
-$231.0K
0
-100%
建仓
LOW
LOWES COS INC
+$229.0K
886
清仓
ICLN
ISHARES TR
-$225.0K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$220.0K
6,318
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$219.0K
27,452
+39%
建仓
PAVE
GLOBAL X FDS
+$217.0K
7,544
增持
CSCO
CISCO SYS INC
+$217.0K
22,093
+2%
建仓
O
REALTY INCOME CORP
+$215.0K
3,000
建仓
SPYG
SPDR SER TR
+$208.0K
2,870
建仓
MKC
MCCORMICK & CO INC
+$208.0K
2,150
建仓
TFC
TRUIST FINL CORP
+$207.0K
3,528
建仓
YUMC
YUM CHINA HLDGS INC
+$204.0K
4,090
建仓
IEFA
ISHARES TR
+$202.0K
2,701
减持
TNET
TRINET GROUP INC
-$189.0K
5,820
-26%
清仓
ETB
EATON VANCE TAX MNGED BUY WR
-$170.0K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$156.0K
16,564
-0%
减持
BA
BOEING CO
-$148.0K
5,470
-4%
减持
VTV
VANGUARD INDEX FDS
+$147.0K
24,611
-4%
增持
USIG
ISHARES TR
+$133.0K
205,350
+2%
增持
NFLX
NETFLIX INC
+$126.0K
951
+30%
减持
EW
EDWARDS LIFESCIENCES CORP
+$126.0K
7,755
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$126.0K
4,739
+25%
增持
FLOT
ISHARES TR
+$122.0K
638,835
+1%
增持
PFF
ISHARES TR
+$122.0K
76,209
+3%
增持
—
ASML HOLDING N V
+$117.0K
408
+46%
减持
—
ETF MANAGERS TR
+$115.0K
332,529
-0%
减持
VCR
VANGUARD WORLD FDS
+$111.0K
7,084
-5%
减持
IGIB
ISHARES TR
-$106.0K
101,496
-0%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$89.0K
108,358
-4%
