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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 76
减持 47
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
SCHZ
SCHWAB STRATEGIC TR
-$36.9M
458,751
-62%
增持
SPSB
SPDR SER TR
+$35.1M
4,249,716
+42%
建仓
SGOV
ISHARES TR
+$26.6M
264,860
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
JPST
J P MORGAN EXCHANGE TRADED F
-$26.2M
8,865
-98%
减持
SCHX
SCHWAB STRATEGIC TR
-$11.4M
320,994
-43%
减持
PFE
PFIZER INC
-$5.0M
566,595
-0%
减持
IDU
ISHARES TR
-$4.8M
618,294
-4%
增持
CL
COLGATE PALMOLIVE CO
-$4.6M
504,204
+1%
增持
SDY
SPDR SER TR
-$4.6M
725,082
+1%
增持
GOOGL
ALPHABET INC
-$4.4M
367,642
+1926%
增持
VZ
VERIZON COMMUNICATIONS INC
-$4.2M
381,775
+4%
增持
MSFT
MICROSOFT CORP
-$3.9M
174,163
+1%
增持
AMZN
AMAZON COM INC
+$3.8M
333,745
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.7M
141,006
-42%
减持
JNJ
JOHNSON & JOHNSON
-$3.6M
249,715
-0%
增持
V
VISA INC
-$3.6M
199,477
+1%
减持
COST
COSTCO WHSL CORP NEW
-$3.6M
93,809
-6%
增持
IJR
ISHARES TR
-$3.5M
763,394
+1%
增持
STIP
ISHARES TR
-$3.4M
670,682
+0%
增持
MA
MASTERCARD INCORPORATED
-$3.4M
121,790
+1%
增持
IEMG
ISHARES INC
-$3.3M
1,114,896
+7%
增持
DIS
DISNEY WALT CO
+$3.2M
323,177
+12%
增持
FTV
FORTIVE CORP
+$3.1M
497,171
+4%
增持
AGG
ISHARES TR
-$3.0M
1,161,769
+3%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.8M
81,032
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.7M
48,085
-55%
减持
NVDA
NVIDIA CORPORATION
-$2.6M
10,898
-58%
增持
—
ASML HOLDING N V
+$2.6M
30,091
+45%
增持
ANSS
ANSYS INC
+$2.6M
69,440
+30%
增持
ABT
ABBOTT LABS
-$2.5M
231,232
+1%
增持
ZTS
ZOETIS INC
-$2.4M
123,443
+2%
增持
QCOM
QUALCOMM INC
-$2.4M
178,684
+1%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.3M
0
-100%
增持
ROST
ROSS STORES INC
+$2.3M
124,507
+7%
增持
TGT
TARGET CORP
+$2.3M
108,532
+11%
增持
TJX
TJX COS INC NEW
+$2.3M
351,322
+0%
增持
BAX
BAXTER INTL INC
-$2.2M
255,958
+3%
减持
XT
ISHARES TR
-$2.0M
236,732
-10%
增持
IVV
ISHARES TR
-$1.7M
139,965
+2%
减持
AAPL
APPLE INC
-$1.7M
843,978
-2%
增持
IGM
ISHARES TR
-$1.7M
168,978
+3%
减持
MCD
MCDONALDS CORP
-$1.6M
90,134
-1%
减持
BX
BLACKSTONE INC
-$1.6M
213,939
-0%
增持
EAGG
ISHARES TR
+$1.5M
247,370
+21%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.5M
71,485
-41%
减持
USSG
DBX ETF TR
-$1.4M
12,058
-77%
增持
EFA
ISHARES TR
-$1.3M
445,176
+6%
增持
LQDH
ISHARES U S ETF TR
+$1.3M
766,240
+4%
增持
NKE
NIKE INC
-$1.3M
155,804
+12%
增持
FLOT
ISHARES TR
+$1.2M
641,127
+3%
增持
IJH
ISHARES TR
-$1.2M
203,019
+1%
增持
MRK
MERCK & CO INC
-$1.1M
238,928
+0%
增持
MINT
PIMCO ETF TR
+$1.1M
236,397
+5%
增持
IDV
ISHARES TR
-$1.1M
376,025
+7%
减持
BOND
PIMCO ETF TR
-$1.1M
74,484
-8%
增持
LUV
SOUTHWEST AIRLS CO
-$1.1M
449,706
+9%
减持
WMT
WALMART INC
+$1.0M
130,853
-0%
增持
JPM
JPMORGAN CHASE & CO
-$997.0K
277,358
+4%
增持
KMB
KIMBERLY-CLARK CORP
-$955.0K
51,301
+3%
增持
COF
CAPITAL ONE FINL CORP
-$879.0K
140,351
+6%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$838.0K
179,363
+10%
减持
SCHM
SCHWAB STRATEGIC TR
-$821.0K
19,759
-39%
增持
IGSB
ISHARES TR
+$802.0K
1,258,569
+4%
减持
SCHA
SCHWAB STRATEGIC TR
-$802.0K
64,710
-22%
增持
IUSB
ISHARES TR
+$800.0K
800,384
+8%
增持
PAVE
GLOBAL X FDS
+$780.0K
792,294
+3%
减持
INTC
INTEL CORP
-$777.0K
48,868
-10%
增持
PG
PROCTER AND GAMBLE CO
-$772.0K
58,631
+3%
减持
WM
WASTE MGMT INC DEL
+$708.0K
155,547
-2%
清仓
SHY
ISHARES TR
-$698.0K
0
-100%
增持
GOOG
ALPHABET INC
-$698.0K
31,384
+1747%
增持
LMT
LOCKHEED MARTIN CORP
-$686.0K
18,051
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$654.0K
62,288
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$640.0K
334,376
-10%
增持
KO
COCA COLA CO
-$576.0K
104,835
+2%
增持
VUG
VANGUARD INDEX FDS
-$555.0K
178,751
+3%
建仓
FLRN
SPDR SER TR
+$549.0K
18,127
增持
SYK
STRYKER CORPORATION
+$544.0K
81,754
+2%
增持
IXP
ISHARES TR
-$535.0K
100,380
+6%
增持
—
ETF MANAGERS TR
-$533.0K
337,869
+2%
减持
MGC
VANGUARD WORLD FD
-$500.0K
49,468
-2%
清仓
VSGX
VANGUARD WORLD FD
-$487.0K
0
-100%
减持
PFF
ISHARES TR
-$479.0K
61,455
-17%
清仓
BND
VANGUARD BD INDEX FDS
-$477.0K
0
-100%
增持
—
UNILEVER PLC
+$475.0K
144,515
+13%
清仓
SCHO
SCHWAB STRATEGIC TR
-$453.0K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
-$447.0K
140,512
+0%
增持
SPAB
SPDR SER TR
+$403.0K
97,417
+27%
减持
DHR
DANAHER CORPORATION
+$385.0K
146,469
-1%
建仓
ULST
SSGA ACTIVE ETF TR
+$375.0K
9,389
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$372.0K
24,207
-3%
增持
VV
VANGUARD INDEX FDS
-$366.0K
62,040
+2%
清仓
CLX
CLOROX CO DEL
-$365.0K
0
-100%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$360.0K
16,194
清仓
BSV
VANGUARD BD INDEX FDS
-$350.0K
0
-100%
减持
META
META PLATFORMS INC
-$311.0K
3,146
-31%
减持
VHT
VANGUARD WORLD FDS
-$310.0K
19,134
-2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$309.0K
44,584
+1%
减持
CVX
CHEVRON CORP NEW
-$305.0K
34,659
-5%
增持
DRIV
GLOBAL X FDS
+$300.0K
427,329
+11%
建仓
VXUS
VANGUARD STAR FDS
+$284.0K
6,210
清仓
WFC
WELLS FARGO CO NEW
-$282.0K
0
-100%
增持
ISTB
ISHARES TR
+$278.0K
499,178
+4%
清仓
CAT
CATERPILLAR INC
-$276.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$274.0K
0
-100%
增持
SUSB
ISHARES TR
+$270.0K
319,884
+6%
减持
BAC
BK OF AMERICA CORP
-$264.0K
10,588
-44%
清仓
NUSC
NUSHARES ETF TR
-$264.0K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$257.0K
1,720
清仓
—
NXP SEMICONDUCTORS N V
-$252.0K
0
-100%
建仓
SCHR
SCHWAB STRATEGIC TR
+$246.0K
5,013
增持
EMNT
PIMCO ETF TR
+$231.0K
45,178
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$231.0K
1,774
-43%
清仓
PLD
PROLOGIS INC.
-$231.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$223.0K
947
建仓
IEFA
ISHARES TR
+$223.0K
4,236
建仓
—
PIPER SANDLER COMPANIES
+$215.0K
2,048
清仓
—
ACTIVISION BLIZZARD INC
-$209.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$206.0K
11,077
+56%
清仓
IAU
ISHARES GOLD TR
-$202.0K
0
-100%
增持
GBF
ISHARES TR
-$197.0K
156,260
+4%
减持
AFL
AFLAC INC
-$191.0K
313,786
-3%
清仓
VSH
VISHAY INTERTECHNOLOGY INC
-$178.0K
0
-100%
减持
IHI
ISHARES TR
-$178.0K
33,056
-4%
增持
USIG
ISHARES TR
-$165.0K
208,651
+4%
减持
PEP
PEPSICO INC
-$164.0K
39,856
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$164.0K
1,398
+81%
减持
CSCO
CISCO SYS INC
-$162.0K
18,147
-13%
增持
—
EXXON MOBIL CORP
+$160.0K
5,569
+46%
增持
TSLA
TESLA INC
-$145.0K
3,320
+118%
增持
IGBH
ISHARES U S ETF TR
+$142.0K
29,235
+31%
减持
—
BLACKROCK INC
-$142.0K
1,144
-10%
增持
DES
WISDOMTREE TR
+$141.0K
314,360
+12%
增持
IYZ
ISHARES TR
-$141.0K
61,970
+8%
增持
VNQ
VANGUARD INDEX FDS
-$138.0K
29,814
+7%
减持
HDV
ISHARES TR
-$129.0K
4,432
-17%
减持
ABBV
ABBVIE INC
-$128.0K
2,644
-16%
清仓
DNP
DNP SELECT INCOME FD INC
-$116.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$109.0K
10,629
+56%
增持
EW
EDWARDS LIFESCIENCES CORP
-$108.0K
8,850
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$103.0K
3,842
-10%
减持
LLY
LILLY ELI & CO
-$100.0K
1,621
-16%
增持
SUSA
ISHARES TR
+$100.0K
32,497
+11%
增持
SPY
SPDR S&P 500 ETF TR
-$96.0K
16,273
+4%
增持
LIT
GLOBAL X FDS
-$96.0K
126,634
+9%
减持
AMGN
AMGEN INC
-$95.0K
1,161
-21%
减持
ORCL
ORACLE CORP
-$91.0K
4,473
-14%
减持
T
AT&T INC
-$90.0K
15,879
-0%
减持
ES
EVERSOURCE ENERGY
-$86.0K
8,844
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$86.0K
636
-21%
