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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 88
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SCHZ
SCHWAB STRATEGIC TR
-$59.0M
1,110,801
-54%
增持
AAPL
APPLE INC
+$29.2M
837,426
+0%
增持
AGG
ISHARES TR
+$19.6M
1,158,269
+17%
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
SCHX
SCHWAB STRATEGIC TR
-$14.3M
438,893
-44%
增持
SCHW
SCHWAB CHARLES CORP
+$12.3M
258,257
+1606%
增持
AMZN
AMAZON COM INC
+$12.1M
363,727
+20%
增持
IGM
ISHARES TR
+$11.0M
169,569
+2%
增持
SPSB
SPDR SER TR
+$10.4M
4,206,207
+8%
增持
MSFT
MICROSOFT CORP
+$10.0M
175,825
+4%
增持
DIS
DISNEY WALT CO
+$7.2M
339,270
+10%
增持
ANSS
ANSYS INC
+$6.7M
68,982
+2%
增持
VUG
VANGUARD INDEX FDS
+$6.7M
179,277
+0%
增持
IGSB
ISHARES TR
+$6.5M
1,179,221
+11%
增持
GOOGL
ALPHABET INC
+$6.4M
373,517
+2%
减持
XT
ISHARES TR
-$5.9M
58,037
-69%
增持
STIP
ISHARES TR
+$5.6M
630,260
+7%
增持
PFE
PFIZER INC
-$5.3M
566,293
+2%
增持
JNJ
JOHNSON & JOHNSON
-$5.2M
245,767
+0%
增持
LQDH
ISHARES U S ETF TR
+$4.7M
723,880
+6%
增持
IUSB
ISHARES TR
+$4.5M
746,413
+12%
增持
IEMG
ISHARES INC
+$4.4M
1,081,646
+5%
增持
—
ASML HOLDING N V
+$4.2M
30,187
+1%
增持
IVV
ISHARES TR
+$3.9M
140,637
+0%
增持
COST
COSTCO WHSL CORP NEW
+$3.8M
92,773
+0%
增持
QCOM
QUALCOMM INC
+$3.5M
181,897
+2%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.3M
168,958
-47%
减持
V
VISA INC
+$3.2M
195,326
-1%
增持
TGT
TARGET CORP
+$3.1M
108,987
+9%
增持
BX
BLACKSTONE INC
+$3.0M
213,621
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.0M
180,158
-37%
减持
AFL
AFLAC INC
-$2.9M
285,467
-4%
减持
SYK
STRYKER CORPORATION
+$2.9M
79,432
-2%
增持
ECL
ECOLAB INC
+$2.9M
106,138
+5%
增持
ZTS
ZOETIS INC
+$2.7M
122,954
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.5M
36,551
+8%
增持
DRIV
GLOBAL X FDS
+$2.4M
431,267
+9%
减持
SPAB
SPDR SER TR
-$2.3M
151,339
-39%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.2M
420,835
+17%
增持
NKE
NIKE INC
+$2.2M
154,175
+8%
减持
AXP
AMERICAN EXPRESS CO
+$2.2M
136,527
-1%
减持
EFA
ISHARES TR
+$2.0M
427,089
-2%
增持
ISTB
ISHARES TR
+$2.0M
475,842
+8%
增持
COF
CAPITAL ONE FINL CORP
+$1.9M
146,478
+12%
增持
IJR
ISHARES TR
+$1.9M
757,385
+0%
清仓
LUV
SOUTHWEST AIRLS CO
-$1.9M
0
-100%
减持
FTV
FORTIVE CORP
+$1.9M
489,184
-0%
减持
MRK
MERCK & CO INC
-$1.8M
224,349
-3%
增持
EAGG
ISHARES TR
+$1.8M
270,426
+13%
增持
GBF
ISHARES TR
+$1.8M
146,392
+10%
增持
IMTB
ISHARES TR
+$1.7M
364,993
+10%
增持
DHR
DANAHER CORPORATION
-$1.7M
144,368
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.6M
177,905
+8%
增持
ABT
ABBOTT LABS
-$1.6M
232,159
+2%
减持
ROST
ROSS STORES INC
-$1.5M
118,892
-3%
减持
TJX
TJX COS INC NEW
-$1.5M
322,022
-4%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
10,774
+4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
66,642
-79%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$1.5M
44,543
-0%
增持
—
ETF MANAGERS TR
+$1.4M
342,448
+1%
增持
CL
COLGATE PALMOLIVE CO
-$1.4M
504,320
+1%
清仓
BAX
BAXTER INTL INC
-$1.2M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$1.2M
118,405
-1%
减持
PAVE
GLOBAL X FDS
+$1.2M
766,430
-1%
增持
IXP
ISHARES TR
+$1.2M
101,423
+5%
增持
USIG
ISHARES TR
+$1.2M
200,973
+10%
减持
IJH
ISHARES TR
+$1.1M
198,031
-1%
增持
IGIB
ISHARES TR
+$1.1M
98,078
+24%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.1M
81,724
+11%
减持
JPM
JPMORGAN CHASE & CO
-$1.0M
273,230
-0%
减持
MCD
MCDONALDS CORP
+$1.0M
86,123
-2%
增持
IDU
ISHARES TR
-$998.1K
618,046
+1%
增持
MINT
PIMCO ETF TR
+$928.4K
235,787
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$887.6K
18,180
-16%
增持
SGOV
ISHARES TR
+$858.8K
282,464
+3%
增持
WMT
WALMART INC
+$806.8K
128,675
+0%
减持
WM
WASTE MGMT INC DEL
+$777.7K
150,826
-1%
减持
LIT
GLOBAL X FDS
-$735.5K
94,551
-18%
增持
QQQ
INVESCO QQQ TR
+$723.9K
11,458
+3%
增持
BOND
PIMCO ETF TR
+$695.1K
78,827
+8%
建仓
CMF
ISHARES TR
+$677.8K
11,805
减持
SCHA
SCHWAB STRATEGIC TR
-$647.5K
63,766
-22%
减持
VV
VANGUARD INDEX FDS
+$633.6K
60,393
-1%
增持
SRE
SEMPRA
+$627.3K
5,537
+308%
增持
IDV
ISHARES TR
+$601.0K
396,066
+5%
清仓
SCHO
SCHWAB STRATEGIC TR
-$574.6K
0
-100%
增持
PFF
ISHARES TR
+$523.7K
64,955
+32%
增持
—
UNILEVER PLC
+$487.7K
147,133
+4%
增持
GOOG
ALPHABET INC
+$480.6K
30,937
+0%
减持
MGC
VANGUARD WORLD FD
+$479.9K
49,735
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$452.1K
26,539
-23%
增持
SUSB
ISHARES TR
+$449.1K
338,651
+5%
增持
SDY
SPDR SER TR
-$423.9K
683,110
+1%
清仓
IEI
ISHARES TR
-$415.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$405.3K
34,184
+3%
减持
LMT
LOCKHEED MARTIN CORP
-$382.4K
17,349
-2%
建仓
ESGU
ISHARES TR
+$380.2K
4,203
清仓
PSK
SPDR SER TR
-$379.2K
0
-100%
增持
IWB
ISHARES TR
+$371.7K
20,471
+2%
减持
USSG
DBX ETF TR
-$358.9K
24,237
-33%
增持
VCR
VANGUARD WORLD FDS
+$356.2K
7,291
+8%
减持
META
META PLATFORMS INC
+$350.8K
4,112
-5%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$307.0K
2,342
增持
EMNT
PIMCO ETF TR
+$300.7K
47,737
+6%
建仓
BIL
SPDR SER TR
+$286.0K
3,115
增持
UNH
UNITEDHEALTH GROUP INC
-$280.8K
5,085
+0%
增持
INTC
INTEL CORP
+$280.1K
43,719
+1%
增持
TFLO
ISHARES TR
+$264.6K
24,792
+26%
建仓
—
ISHARES INC
+$263.4K
10,295
增持
SHV
ISHARES TR
+$257.7K
15,425
+17%
建仓
BILS
SPDR SER TR
+$253.7K
2,547
减持
AMD
ADVANCED MICRO DEVICES INC
+$253.3K
7,637
-0%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$245.6K
5,276
减持
VHT
VANGUARD WORLD FDS
-$239.9K
18,197
-1%
建仓
LOW
LOWES COS INC
+$236.6K
1,183
清仓
NIO
NIO INC
-$234.9K
0
-100%
建仓
T
AT&T INC
+$226.8K
11,780
增持
KMB
KIMBERLY-CLARK CORP
+$223.5K
52,720
+4%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$216.2K
561
减持
VOO
VANGUARD INDEX FDS
-$209.2K
4,136
-18%
建仓
IVE
ISHARES TR
+$207.3K
1,366
建仓
SCHR
SCHWAB STRATEGIC TR
+$205.9K
4,082
建仓
SPTM
SPDR SER TR
+$203.7K
4,039
减持
FLOT
ISHARES TR
-$186.5K
612,293
-1%
增持
BA
BOEING CO
+$186.3K
5,070
+8%
增持
IEFA
ISHARES TR
+$184.3K
7,439
+46%
增持
CSCO
CISCO SYS INC
+$176.7K
19,624
+10%
增持
IWF
ISHARES TR
+$171.2K
3,552
+9%
增持
IYZ
ISHARES TR
+$165.3K
65,932
+9%
增持
DES
WISDOMTREE TR
+$156.0K
306,016
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$154.6K
21,833
-2%
增持
AMAT
APPLIED MATLS INC
+$150.3K
5,836
+0%
增持
SUB
ISHARES TR
+$148.7K
4,989
+39%
增持
STPZ
PIMCO ETF TR
+$146.4K
14,841
+21%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$144.2K
33,449
-28%
增持
EW
EDWARDS LIFESCIENCES CORP
+$134.7K
9,657
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$126.8K
3,771
+26%
减持
SCHD
SCHWAB STRATEGIC TR
-$126.2K
4,269
-26%
增持
NFLX
NETFLIX INC
+$120.2K
1,525
+11%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$111.7K
20,117
-30%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$107.2K
110,517
+4%
增持
DSI
ISHARES TR
+$97.8K
10,280
+5%
增持
ABBV
ABBVIE INC
+$94.0K
2,440
+34%
增持
CAT
CATERPILLAR INC
+$92.7K
1,367
+49%
增持
DUK
DUKE ENERGY CORP NEW
+$90.9K
5,185
+30%
增持
—
EXXON MOBIL CORP
+$86.0K
4,882
+20%
增持
IHI
ISHARES TR
+$86.0K
33,786
+2%
减持
HON
HONEYWELL INTL INC
-$75.8K
2,090
-6%
减持
BAC
BANK AMERICA CORP
-$75.4K
8,230
-12%
增持
KO
COCA COLA CO
-$74.1K
104,838
+1%
减持
DGRO
ISHARES TR
-$71.3K
6,094
-19%
