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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 22
增持 31
减持 84
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SCHZ
SCHWAB STRATEGIC TR
+$90.3M
2,433,575
+430%
增持
SCHX
SCHWAB STRATEGIC TR
+$22.0M
787,893
+145%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$18.6M
33,718
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
AGG
ISHARES TR
-$16.2M
987,372
-15%
减持
BAX
BAXTER INTL INC
-$12.6M
24,144
-91%
减持
AMZN
AMAZON COM INC
-$12.2M
303,600
-9%
减持
LUV
SOUTHWEST AIRLS CO
-$12.0M
56,023
-88%
减持
SPSB
SPDR SER TR
-$10.0M
3,887,294
-9%
减持
AAPL
APPLE INC
-$9.8M
834,316
-1%
减持
IGSB
ISHARES TR
-$8.9M
1,066,785
-15%
减持
JPM
JPMORGAN CHASE & CO
+$7.7M
273,326
-1%
减持
STIP
ISHARES TR
-$7.5M
587,536
-12%
减持
MA
MASTERCARD INCORPORATED
+$7.1M
120,149
-1%
减持
LQDH
ISHARES U S ETF TR
-$6.3M
681,473
-11%
增持
SCHE
SCHWAB STRATEGIC TR
+$5.9M
316,051
+342%
减持
IUSB
ISHARES TR
-$5.6M
667,025
-17%
减持
V
VISA INC
+$5.4M
196,587
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.3M
287,038
+104%
减持
MRK
MERCK & CO INC
+$5.1M
231,540
-3%
减持
TJX
TJX COS INC NEW
+$5.0M
336,364
-4%
减持
IJR
ISHARES TR
+$4.8M
753,870
-1%
减持
SDY
SPDR SER TR
+$4.1M
678,854
-6%
减持
IJH
ISHARES TR
+$3.9M
200,099
-1%
减持
—
ASML HOLDING N V
+$3.9M
29,946
-0%
减持
CL
COLGATE PALMOLIVE CO
+$3.8M
498,183
-1%
增持
SPAB
SPDR SER TR
+$3.8M
247,694
+154%
减持
NKE
NIKE INC
+$3.8M
143,067
-8%
减持
DIS
DISNEY WALT CO
-$3.8M
307,619
-5%
减持
AFL
AFLAC INC
+$3.7M
297,029
-5%
增持
IVV
ISHARES TR
+$3.7M
140,271
+0%
减持
ROST
ROSS STORES INC
+$3.7M
122,050
-2%
减持
PFE
PFIZER INC
+$3.6M
553,986
-2%
减持
EFA
ISHARES TR
+$3.6M
434,205
-2%
减持
SYK
STRYKER CORPORATION
+$3.2M
80,779
-1%
减持
GOOGL
ALPHABET INC
-$2.8M
367,093
-0%
减持
ABT
ABBOTT LABS
+$2.7M
228,555
-1%
减持
ISTB
ISHARES TR
-$2.6M
439,288
-12%
减持
IDU
ISHARES TR
+$2.6M
609,368
-1%
减持
FTV
FORTIVE CORP
+$2.5M
490,131
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
21,697
+33%
减持
JNJ
JOHNSON & JOHNSON
+$2.4M
244,745
-2%
减持
MCD
MCDONALDS CORP
+$2.3M
87,467
-3%
减持
PAVE
GLOBAL X FDS
+$2.2M
774,494
-2%
减持
GBF
ISHARES TR
-$2.2M
133,653
-14%
减持
BX
BLACKSTONE INC
-$2.2M
212,187
-1%
减持
COST
COSTCO WHSL CORP NEW
-$2.1M
92,493
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.0M
88,792
+85%
增持
IDV
ISHARES TR
+$1.8M
378,749
+1%
减持
IMTB
ISHARES TR
-$1.8M
333,025
-12%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.7M
73,856
-9%
减持
XT
ISHARES TR
-$1.6M
188,393
-20%
减持
LIT
GLOBAL X FDS
-$1.6M
115,070
-9%
减持
LMT
LOCKHEED MARTIN CORP
+$1.6M
17,644
-2%
减持
PG
PROCTER AND GAMBLE CO
+$1.4M
58,169
-1%
减持
AXP
AMERICAN EXPRESS CO
+$1.4M
137,868
-2%
清仓
CMF
ISHARES TR
-$1.3M
0
-100%
减持
TGT
TARGET CORP
-$1.2M
100,020
-8%
减持
WMT
WALMART INC
+$1.2M
128,122
-2%
减持
FLOT
ISHARES TR
-$1.2M
616,729
-4%
减持
WM
WASTE MGMT INC DEL
-$1.1M
151,916
-2%
减持
KMB
KIMBERLY-CLARK CORP
+$1.1M
50,480
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
34,336
+74%
减持
USIG
ISHARES TR
-$1.0M
182,868
-12%
减持
CVX
CHEVRON CORP NEW
+$1.0M
33,333
-4%
增持
SGOV
ISHARES TR
+$994.4K
275,129
+4%
建仓
TFLO
ISHARES TR
+$989.6K
19,631
减持
ANSS
ANSYS INC
+$898.8K
67,444
-3%
减持
MINT
PIMCO ETF TR
-$896.5K
227,810
-4%
增持
USSG
DBX ETF TR
+$876.6K
36,436
+202%
增持
SCHA
SCHWAB STRATEGIC TR
+$875.3K
81,986
+27%
减持
—
UNILEVER PLC
+$816.9K
142,064
-2%
减持
COF
CAPITAL ONE FINL CORP
-$755.0K
131,034
-7%
增持
SHV
ISHARES TR
+$753.8K
13,162
+109%
减持
DRIV
GLOBAL X FDS
-$737.6K
395,594
-7%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$736.9K
165,141
-8%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$733.8K
44,563
-0%
减持
KO
COCA COLA CO
+$699.1K
103,318
-1%
建仓
USFR
WISDOMTREE TR
+$699.0K
13,904
减持
IGIB
ISHARES TR
-$684.6K
79,265
-17%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$677.7K
317,801
-5%
建仓
VTIP
VANGUARD MALVERN FDS
+$655.1K
14,025
减持
DON
WISDOMTREE TR
+$617.9K
235,874
-2%
建仓
SCHO
SCHWAB STRATEGIC TR
+$574.6K
11,911
减持
ZTS
ZOETIS INC
-$549.3K
121,158
-2%
减持
PEP
PEPSICO INC
+$527.0K
38,935
-2%
增持
QCOM
QUALCOMM INC
-$525.5K
178,847
+0%
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$512.4K
46,290
减持
VV
VANGUARD INDEX FDS
+$501.5K
61,128
-1%
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$500.0K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$498.4K
62,434
+0%
减持
DES
WISDOMTREE TR
+$491.8K
301,821
-4%
增持
VTV
VANGUARD INDEX FDS
+$466.9K
25,546
+1%
增持
TSLA
TESLA INC
-$465.9K
3,370
+2%
增持
MGC
VANGUARD WORLD FD
+$464.3K
50,146
+1%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$445.0K
0
-100%
减持
PFF
ISHARES TR
-$441.9K
49,268
-20%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$437.0K
28,714
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$431.9K
22,324
-8%
减持
IEMG
ISHARES INC
+$418.0K
1,035,033
-7%
建仓
IEI
ISHARES TR
+$415.2K
3,614
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$390.0K
0
-100%
建仓
PSK
SPDR SER TR
+$379.2K
11,553
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$376.1K
8,581
减持
VZ
VERIZON COMMUNICATIONS INC
-$363.1K
358,702
-6%
减持
QQQ
INVESCO QQQ TR
-$358.7K
11,091
-11%
增持
ULST
SSGA ACTIVE ETF TR
+$351.4K
18,166
+93%
增持
IWB
ISHARES TR
+$318.9K
20,135
+1%
增持
SUSA
ISHARES TR
+$305.1K
33,675
+4%
建仓
SPYD
SPDR SER TR
+$302.4K
7,640
减持
VNQ
VANGUARD INDEX FDS
-$299.7K
25,343
-15%
减持
VHT
VANGUARD WORLD FDS
+$299.3K
18,461
-4%
建仓
VSGX
VANGUARD WORLD FD
+$295.7K
6,011
清仓
ESGU
ISHARES TR
-$292.0K
0
-100%
增持
—
ETF MANAGERS TR
+$288.0K
339,182
+0%
清仓
VXUS
VANGUARD STAR FDS
-$284.0K
0
-100%
减持
GOOG
ALPHABET INC
-$281.2K
30,845
-2%
减持
DHR
DANAHER CORPORATION
+$275.5K
143,574
-2%
减持
EAGG
ISHARES TR
-$269.7K
240,015
-3%
减持
ECL
ECOLAB INC
-$261.0K
100,680
-3%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$257.0K
0
-100%
减持
BA
BOEING CO
+$253.7K
4,676
-11%
清仓
SCHR
SCHWAB STRATEGIC TR
-$246.0K
0
-100%
清仓
T
AT&T INC
-$244.0K
0
-100%
清仓
IEF
ISHARES TR
-$237.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$236.8K
2,188
建仓
NIO
NIO INC
+$234.9K
24,093
清仓
—
ISHARES INC
-$233.0K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$230.3K
1,908
+36%
建仓
USMV
ISHARES TR
+$229.4K
3,182
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$223.0K
0
-100%
建仓
DE
DEERE & CO
+$222.5K
519
增持
HDV
ISHARES TR
+$220.6K
6,002
+35%
建仓
CAT
CATERPILLAR INC
+$220.2K
919
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$211.0K
0
-100%
建仓
PLD
PROLOGIS INC.
+$210.3K
1,866
建仓
ESGD
ISHARES TR
+$207.5K
3,156
建仓
—
ACTIVISION BLIZZARD INC
+$204.8K
2,676
建仓
IRM
IRON MTN INC DEL
+$204.1K
4,095
减持
IGM
ISHARES TR
-$203.8K
166,083
-2%
增持
FLRN
SPDR SER TR
+$202.8K
24,740
+36%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$192.6K
16,936
减持
HD
HOME DEPOT INC
+$189.5K
5,856
-3%
增持
—
BLACKROCK INC
+$187.8K
1,154
+1%
减持
NVDA
NVIDIA CORPORATION
+$187.6K
10,337
-5%
增持
SUSB
ISHARES TR
+$184.8K
323,889
+1%
增持
NFLX
NETFLIX INC
+$183.6K
1,379
+46%
减持
VUG
VANGUARD INDEX FDS
-$179.7K
178,613
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$174.0K
7,991
-28%
增持
VOO
VANGUARD INDEX FDS
+$160.6K
5,022
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$148.5K
5,805
+33%
