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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 18
增持 65
减持 43
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
LQDH
ISHARES U S ETF TR
+$76.2M
817,270
+30475%
减持
AGG
ISHARES TR
-$50.8M
1,243,776
-23%
减持
SCHZ
SCHWAB STRATEGIC TR
-$34.7M
284,084
-69%
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
PAVE
GLOBAL X FDS
+$22.7M
808,731
+10620%
增持
NVDA
NVIDIA CORPORATION
+$22.5M
94,620
+736%
减持
XT
ISHARES TR
-$17.7M
312,692
-43%
减持
C
CITIGROUP INC
-$14.6M
10,650
-96%
减持
VUG
VANGUARD INDEX FDS
-$12.9M
171,689
-12%
减持
IVV
ISHARES TR
-$11.0M
132,891
-11%
增持
JPM
JPMORGAN CHASE & CO
+$9.5M
258,939
+59%
增持
SCHX
SCHWAB STRATEGIC TR
-$8.7M
232,805
+24%
增持
IGM
ISHARES TR
-$8.0M
162,577
+0%
减持
ZTS
ZOETIS INC
-$6.8M
120,802
-0%
减持
QCOM
QUALCOMM INC
-$6.2M
176,169
-3%
增持
FTV
FORTIVE CORP
-$5.5M
480,583
+5%
增持
DHR
DANAHER CORPORATION
-$5.2M
148,840
+0%
增持
TJX
TJX COS INC NEW
-$5.0M
351,877
+1%
增持
ABT
ABBOTT LABS
-$4.8M
227,699
+1%
减持
PFE
PFIZER INC
-$4.7M
573,562
-2%
增持
IJR
ISHARES TR
-$4.7M
764,285
+0%
增持
MSFT
MICROSOFT CORP
-$4.4M
176,433
+1%
增持
ECL
ECOLAB INC
-$4.4M
95,250
+5%
增持
NKE
NIKE INC
-$4.3M
147,687
+2%
增持
LUV
SOUTHWEST AIRLS CO
+$3.9M
435,339
+16%
建仓
SUSB
ISHARES TR
+$3.9M
156,417
增持
CL
COLGATE PALMOLIVE CO
-$3.4M
497,295
+3%
减持
QQQ
INVESCO QQQ TR
-$3.1M
11,826
-36%
增持
DIS
DISNEY WALT CO
-$2.8M
270,086
+5%
减持
BAX
BAXTER INTL INC
-$2.8M
258,384
-3%
减持
GOOGL
ALPHABET INC
-$2.7M
18,156
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.7M
409,873
-10%
增持
IJH
ISHARES TR
-$2.6M
201,832
+1%
减持
VV
VANGUARD INDEX FDS
-$2.5M
61,950
-11%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.4M
78,558
+4%
增持
SCHB
SCHWAB STRATEGIC TR
-$2.4M
43,474
+5%
减持
COST
COSTCO WHSL CORP NEW
-$2.3M
102,222
-5%
减持
AXP
AMERICAN EXPRESS CO
+$2.3M
144,781
-4%
减持
BX
BLACKSTONE INC
-$2.3M
218,505
-6%
减持
SPAB
SPDR SER TR
-$2.2M
36,778
-66%
增持
MRK
MERCK & CO INC
+$1.9M
239,494
+4%
增持
MINT
PIMCO ETF TR
+$1.9M
217,834
+11%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
17,471
+5%
增持
V
VISA INC
+$1.8M
197,400
+2%
增持
ROST
ROSS STORES INC
-$1.8M
114,485
+8%
增持
TGT
TARGET CORP
-$1.7M
104,817
+1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.7M
43,502
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
251,616
+0%
增持
MCD
MCDONALDS CORP
-$1.7M
91,626
+1%
增持
EFA
ISHARES TR
-$1.7M
416,184
+1%
减持
CVX
CHEVRON CORP NEW
+$1.6M
36,207
-0%
减持
AFL
AFLAC INC
+$1.5M
328,515
-2%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.5M
514,471
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.4M
178,769
+7%
增持
COF
CAPITAL ONE FINL CORP
-$1.4M
134,919
+2%
减持
IDU
ISHARES TR
+$1.4M
674,522
-1%
增持
WM
WASTE MGMT INC DEL
-$1.3M
160,931
+0%
清仓
—
NXP SEMICONDUCTORS N V
-$1.2M
0
-100%
减持
MGC
VANGUARD WORLD FD
-$1.1M
51,696
-7%
增持
IEMG
ISHARES INC
-$1.1M
1,036,496
+6%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.1M
146,124
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
364,603
+8%
增持
GBF
ISHARES TR
-$1.0M
159,996
+1%
增持
AAPL
APPLE INC
+$1.0M
885,378
+3%
清仓
—
XILINX INC
-$980.0K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$957.0K
0
-100%
减持
HD
HOME DEPOT INC
-$924.0K
6,330
-7%
清仓
NOC
NORTHROP GRUMMAN CORP
-$905.0K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$902.0K
41,733
-40%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$873.0K
7,988
增持
KMB
KIMBERLY-CLARK CORP
-$854.0K
46,726
+1%
增持
USIG
ISHARES TR
-$849.0K
207,461
+1%
增持
IUSB
ISHARES TR
-$834.0K
808,861
+4%
增持
—
ETF MANAGERS TR
-$803.0K
334,322
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$800.0K
603
-73%
增持
IGSB
ISHARES TR
-$764.0K
1,303,939
+3%
减持
VTI
VANGUARD INDEX FDS
-$757.0K
1,139
-73%
增持
WMT
WALMART INC
+$742.0K
132,448
+1%
减持
VHT
VANGUARD WORLD FDS
-$688.0K
20,084
-8%
增持
MA
MASTERCARD INCORPORATED
+$688.0K
121,164
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$658.0K
16,313
-3%
清仓
TMUS
T-MOBILE US INC
-$656.0K
0
-100%
增持
IXP
ISHARES TR
-$648.0K
93,994
+2%
减持
CLX
CLOROX CO DEL
-$620.0K
2,800
-52%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$580.0K
179,730
+1%
清仓
GM
GENERAL MTRS CO
-$577.0K
0
-100%
减持
IWB
ISHARES TR
-$538.0K
19,733
-5%
增持
LIT
GLOBAL X FDS
-$538.0K
122,124
+4%
增持
IDV
ISHARES TR
+$532.0K
346,445
+3%
增持
PG
PROCTER AND GAMBLE CO
-$524.0K
56,723
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$493.0K
68,855
-7%
清仓
USSG
DBX ETF TR
-$468.0K
0
-100%
增持
IMTB
ISHARES TR
-$465.0K
388,973
+4%
增持
FLOT
ISHARES TR
+$464.0K
650,681
+2%
减持
IGIB
ISHARES TR
-$451.0K
101,424
-0%
增持
EMNT
PIMCO ETF TR
+$434.0K
41,295
+13%
增持
STIP
ISHARES TR
-$423.0K
681,124
+0%
增持
ES
EVERSOURCE ENERGY
+$420.0K
9,093
+117%
增持
BOND
PIMCO ETF TR
-$401.0K
77,134
+2%
增持
DRIV
GLOBAL X FDS
+$382.0K
406,835
+15%
增持
SCHW
SCHWAB CHARLES CORP
+$378.0K
33,239
+15%
清仓
XLV
SELECT SECTOR SPDR TR
-$376.0K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$374.0K
0
-100%
清仓
—
BROOKFIELD ASSET MGMT INC
-$367.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$366.0K
15,561
+3%
减持
VCR
VANGUARD WORLD FDS
-$359.0K
6,730
-5%
建仓
T
AT&T INC
+$350.0K
14,817
建仓
WFC
WELLS FARGO CO NEW
+$341.0K
7,040
建仓
ACM
AECOM
+$340.0K
4,420
增持
KO
COCA COLA CO
+$338.0K
103,290
+1%
清仓
APAM
ARTISAN PARTNERS ASSET MGMT
-$337.0K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$336.0K
5,542
增持
ISTB
ISHARES TR
-$330.0K
516,832
+3%
建仓
—
EXXON MOBIL CORP
+$309.0K
3,747
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$305.0K
3,077
增持
BAC
BK OF AMERICA CORP
+$291.0K
20,999
+63%
增持
SDY
SPDR SER TR
-$288.0K
725,707
+0%
减持
VOO
VANGUARD INDEX FDS
-$288.0K
3,843
-11%
清仓
CSW
CSW INDUSTRIALS INC
-$283.0K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$282.0K
3,278
建仓
—
CHUBB LIMITED
+$282.0K
1,318
建仓
SCHD
SCHWAB STRATEGIC TR
+$279.0K
3,540
清仓
PSA
PUBLIC STORAGE
-$267.0K
0
-100%
减持
PFF
ISHARES TR
-$259.0K
75,389
-1%
建仓
FNDX
SCHWAB STRATEGIC TR
+$259.0K
4,424
减持
IYZ
ISHARES TR
-$253.0K
59,687
-4%
减持
VNQ
VANGUARD INDEX FDS
-$253.0K
27,905
-1%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$251.0K
1,884
清仓
TROW
PRICE T ROWE GROUP INC
-$249.0K
0
-100%
增持
PEP
PEPSICO INC
-$248.0K
39,374
+0%
建仓
VGT
VANGUARD WORLD FDS
+$246.0K
590
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$242.0K
1,289
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$237.0K
0
-100%
清仓
MMM
3M CO
-$235.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$234.0K
2,338
清仓
IYY
ISHARES TR
-$233.0K
0
-100%
清仓
LOW
LOWES COS INC
-$229.0K
0
-100%
增持
META
META PLATFORMS INC
-$225.0K
3,817
+20%
减持
—
BLACKROCK INC
-$225.0K
1,156
-4%
建仓
CMCSA
COMCAST CORP NEW
+$220.0K
4,691
减持
CSCO
CISCO SYS INC
-$220.0K
21,156
-4%
清仓
IWD
ISHARES TR
-$218.0K
0
-100%
建仓
—
ACTIVISION BLIZZARD INC
+$215.0K
2,683
清仓
O
REALTY INCOME CORP
-$215.0K
0
-100%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$210.0K
21,563
-21%
清仓
SPYG
SPDR SER TR
-$208.0K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$208.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$207.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$204.0K
0
-100%
增持
NFLX
NETFLIX INC
-$204.0K
985
+4%
减持
PLD
PROLOGIS INC.
-$203.0K
2,063
-35%
