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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 63
减持 69
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$17.7M
892,952
+1%
减持
IGM
ISHARES TR
-$7.6M
127,349
-11%
减持
SCHZ
SCHWAB STRATEGIC TR
-$7.4M
886,768
-12%
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
MSFT
MICROSOFT CORP
-$6.3M
158,412
-4%
增持
IDU
ISHARES TR
-$4.5M
633,344
+1%
减持
—
ASML HOLDING N V
-$4.1M
29,719
-0%
增持
IJR
ISHARES TR
-$3.6M
781,025
+1%
减持
VUG
VANGUARD INDEX FDS
-$3.3M
169,155
-3%
增持
AXP
AMERICAN EXPRESS CO
-$3.3M
136,585
+1%
减持
WM
WASTE MGMT INC DEL
-$3.3M
148,153
-1%
减持
MCD
MCDONALDS CORP
-$3.1M
83,014
-1%
增持
SDY
SPDR SER TR
-$3.0M
701,103
+3%
减持
MRK
MERCK & CO INC
-$3.0M
218,320
-1%
减持
BX
BLACKSTONE INC
+$2.8M
212,615
-1%
减持
GOOGL
ALPHABET INC
+$2.8M
350,347
-3%
减持
SYK
STRYKER CORPORATION
-$2.8M
75,838
-1%
减持
IVV
ISHARES TR
-$2.7M
136,715
-1%
减持
IJH
ISHARES TR
-$2.5M
199,975
-0%
增持
ABT
ABBOTT LABS
-$2.4M
235,697
+2%
增持
SPSB
SPDR SER TR
+$2.3M
3,524,028
+3%
增持
CL
COLGATE PALMOLIVE CO
-$2.1M
518,166
+2%
增持
ANSS
ANSYS INC
-$2.0M
68,955
+1%
减持
AMZN
AMAZON COM INC
-$2.0M
354,721
-2%
减持
SPAB
SPDR SER TR
-$1.9M
82,444
-46%
增持
NKE
NIKE INC
-$1.9M
163,251
+3%
减持
V
VISA INC
-$1.8M
192,541
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$1.8M
88,245
+5%
增持
JNJ
JOHNSON & JOHNSON
-$1.8M
251,391
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.8M
312,584
+770%
增持
ECL
ECOLAB INC
-$1.7M
107,335
+1%
减持
PAVE
GLOBAL X FDS
-$1.6M
726,952
-4%
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
90,662
-2%
增持
IGSB
ISHARES TR
+$1.6M
1,253,664
+3%
增持
DHR
DANAHER CORPORATION
+$1.5M
148,377
+1%
增持
TGT
TARGET CORP
-$1.5M
119,296
+7%
增持
COF
CAPITAL ONE FINL CORP
-$1.5M
155,365
+3%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.4M
394,956
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
454,408
+5%
增持
PFE
PFIZER INC
-$1.3M
601,435
+4%
减持
FTV
FORTIVE CORP
-$1.1M
479,485
-2%
减持
VV
VANGUARD INDEX FDS
-$1.1M
55,573
-6%
增持
EFA
ISHARES TR
-$1.1M
430,904
+1%
减持
AFL
AFLAC INC
+$1.1M
268,631
-4%
增持
LQDH
ISHARES U S ETF TR
+$1.0M
701,059
+2%
增持
STIP
ISHARES TR
+$1.0M
652,370
+2%
增持
DRIV
GLOBAL X FDS
-$985.3K
432,604
+1%
增持
QCOM
QUALCOMM INC
-$984.7K
188,708
+2%
减持
MA
MASTERCARD INCORPORATED
-$952.8K
113,349
-3%
增持
MINT
PIMCO ETF TR
+$937.0K
246,534
+4%
增持
DIS
DISNEY WALT CO
-$883.8K
385,283
+7%
增持
KMB
KIMBERLY-CLARK CORP
-$831.3K
52,603
+1%
减持
LIT
GLOBAL X FDS
-$820.7K
77,950
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$796.6K
17,042
+1%
清仓
SRE
SEMPRA
-$748.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$744.3K
476
-77%
清仓
IBB
ISHARES TR
-$736.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$721.1K
267,382
-2%
减持
IWB
ISHARES TR
-$713.1K
17,627
-11%
建仓
PEN
PENUMBRA INC
+$681.9K
2,819
减持
SCHF
SCHWAB STRATEGIC TR
-$646.8K
160,608
-6%
减持
SCHE
SCHWAB STRATEGIC TR
-$646.5K
139,053
-14%
增持
PEP
PEPSICO INC
-$580.3K
37,782
+0%
减持
HD
HOME DEPOT INC
-$559.4K
5,629
-23%
增持
SCHW
SCHWAB CHARLES CORP
-$555.0K
366,326
+0%
减持
KO
COCA COLA CO
-$541.7K
102,601
-2%
增持
ISTB
ISHARES TR
+$537.1K
497,261
+3%
减持
MGC
VANGUARD WORLD FD
-$526.6K
47,138
-4%
减持
SCHB
SCHWAB STRATEGIC TR
-$516.0K
68,156
-10%
减持
PG
PROCTER AND GAMBLE CO
-$484.6K
57,570
-2%
增持
GBF
ISHARES TR
+$482.6K
161,301
+7%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$478.1K
178,580
+0%
增持
IUSB
ISHARES TR
+$478.0K
805,188
+5%
增持
AGG
ISHARES TR
+$458.3K
1,240,154
+5%
建仓
VLTO
VERALTO CORP
+$454.8K
5,378
增持
QQQ
INVESCO QQQ TR
+$447.8K
12,835
+14%
清仓
HON
HONEYWELL INTL INC
-$426.6K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$414.6K
61,573
-2%
减持
VNQ
VANGUARD INDEX FDS
-$394.0K
26,746
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$370.2K
37,025
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$366.1K
17,256
-1%
增持
—
UNILEVER PLC
-$357.6K
147,115
+1%
减持
—
ETF MANAGERS TR
+$346.3K
342,694
-0%
减持
XT
ISHARES TR
-$344.4K
15,633
-25%
建仓
NVO
NOVO-NORDISK A S
+$332.3K
3,654
减持
VHT
VANGUARD WORLD FDS
-$322.8K
17,858
-3%
增持
COP
CONOCOPHILLIPS
+$318.3K
5,266
+75%
清仓
VXUS
VANGUARD STAR FDS
-$314.0K
0
-100%
增持
IDV
ISHARES TR
+$297.6K
424,664
+7%
减持
BYD
BOYD GAMING CORP
-$290.8K
6,623
-34%
减持
SCHA
SCHWAB STRATEGIC TR
-$289.4K
44,784
-9%
增持
ZTS
ZOETIS INC
+$279.6K
122,219
+0%
建仓
SPYD
SPDR SER TR
+$274.8K
7,837
建仓
ITOT
ISHARES TR
+$269.5K
2,861
减持
IHI
ISHARES TR
-$267.5K
32,224
-1%
清仓
IDEV
ISHARES TR
-$266.9K
0
-100%
减持
WMT
WALMART INC
+$254.2K
126,097
-0%
清仓
TCHP
T ROWE PRICE ETF INC
-$250.7K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$250.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$250.1K
24,248
-4%
建仓
PSX
PHILLIPS 66
+$238.6K
1,986
减持
EW
EDWARDS LIFESCIENCES CORP
-$238.4K
9,136
-1%
减持
VCR
VANGUARD WORLD FDS
-$231.6K
6,583
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$223.5K
3,424
-35%
清仓
BOTZ
GLOBAL X FDS
-$222.8K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$221.4K
17,563
-12%
清仓
VBR
VANGUARD INDEX FDS
-$217.0K
0
-100%
清仓
VSGX
VANGUARD WORLD FD
-$208.0K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$207.3K
4,742
减持
CVX
CHEVRON CORP NEW
+$199.8K
32,068
-3%
增持
LLY
ELI LILLY & CO
+$198.0K
1,838
+9%
减持
GOOG
ALPHABET INC
+$179.0K
28,049
-4%
减持
TJX
TJX COS INC NEW
+$175.0K
301,651
-4%
减持
USMV
ISHARES TR
-$162.9K
3,474
-38%
增持
NVDA
NVIDIA CORPORATION
+$162.7K
10,624
+1%
增持
DON
WISDOMTREE TR
-$161.7K
245,459
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$157.0K
1,492
-22%
增持
TFLO
ISHARES TR
+$156.2K
39,556
+8%
增持
SUSB
ISHARES TR
+$156.0K
344,238
+3%
减持
AMAT
APPLIED MATLS INC
-$152.3K
5,828
-12%
增持
FLOT
ISHARES TR
+$149.6K
451,509
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$147.4K
19,868
-5%
增持
TRV
TRAVELERS COMPANIES INC
+$145.9K
2,682
+59%
减持
MPC
MARATHON PETE CORP
+$145.1K
4,221
-0%
增持
VOO
VANGUARD INDEX FDS
+$138.3K
4,060
+14%
增持
EMNT
PIMCO ETF TR
+$128.8K
48,173
+3%
减持
ES
EVERSOURCE ENERGY
-$125.7K
8,881
-2%
减持
RTX
RTX CORPORATION
-$119.7K
2,928
-13%
增持
EAGG
ISHARES TR
-$118.0K
280,496
+3%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$118.0K
0
-100%
减持
ESGU
ISHARES TR
-$116.8K
2,961
-27%
增持
IMTB
ISHARES TR
+$106.4K
396,749
+5%
增持
IEMG
ISHARES INC
-$103.7K
1,131,064
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$101.0K
22,260
-25%
增持
CMF
ISHARES TR
+$97.9K
17,858
+15%
增持
IGIB
ISHARES TR
+$91.3K
105,350
+6%
减持
AMGN
AMGEN INC
-$87.6K
992
-38%
增持
SUSA
ISHARES TR
+$87.1K
33,380
+7%
减持
INTC
INTEL CORP
-$86.0K
36,465
-12%
增持
USIG
ISHARES TR
-$79.9K
214,200
+3%
增持
VTI
VANGUARD INDEX FDS
+$79.3K
6,320
+10%
增持
NFLX
NETFLIX INC
-$77.7K
1,446
+2%
减持
TXN
TEXAS INSTRS INC
-$66.0K
1,858
-7%
增持
DES
WISDOMTREE TR
-$64.2K
330,377
+1%
减持
ORCL
ORACLE CORP
-$63.7K
4,171
-2%
减持
—
EXXON MOBIL CORP
+$61.1K
6,443
-1%
减持
META
META PLATFORMS INC
-$59.4K
3,082
-10%
减持
—
BLACKROCK INC
-$57.6K
1,151
-1%
增持
CAT
CATERPILLAR INC
+$57.4K
1,150
+10%
减持
HDV
ISHARES TR
-$57.1K
5,456
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$51.8K
2,649
+27%
