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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 67
减持 61
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SCHZ
SCHWAB STRATEGIC TR
-$63.0M
1,194,990
-53%
建仓
HACK
AMPLIFY ETF TR
+$21.8M
339,527
清仓
—
ETF MANAGERS TR
-$20.8M
0
-100%
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
AGG
ISHARES TR
+$20.0M
1,230,158
+21%
减持
SCHX
SCHWAB STRATEGIC TR
-$18.5M
534,367
-42%
增持
AAPL
APPLE INC
-$15.6M
890,683
+2%
增持
TLH
ISHARES TR
+$13.3M
711,799
+25%
减持
SPSB
SPDR SER TR
-$13.2M
1,616,063
-22%
减持
DIS
DISNEY WALT CO
+$9.7M
320,821
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.5M
76,672
+15%
减持
AMZN
AMAZON COM INC
+$8.3M
338,948
-3%
增持
IUSB
ISHARES TR
+$6.7M
835,206
+23%
增持
IEMG
ISHARES INC
+$6.3M
1,199,646
+9%
减持
JPM
JPMORGAN CHASE & CO
+$6.1M
255,889
-4%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
12,722
+14%
增持
IJH
ISHARES TR
+$5.8M
1,006,970
+404%
增持
SDY
SPDR SER TR
+$5.8M
701,537
+2%
增持
CL
COLGATE PALMOLIVE CO
+$5.7M
516,971
+1%
减持
FTV
FORTIVE CORP
+$5.7M
475,798
-1%
增持
IGM
ISHARES TR
+$5.6M
705,942
+473%
减持
IVV
ISHARES TR
+$5.6M
134,044
-1%
减持
—
ASML HOLDING N V
+$5.4M
28,756
-3%
减持
MA
MASTERCARD INCORPORATED
+$5.3M
110,127
-2%
增持
STIP
ISHARES TR
+$5.2M
675,697
+7%
增持
IGSB
ISHARES TR
+$5.2M
1,290,954
+8%
增持
IDU
ISHARES TR
+$5.1M
652,590
+4%
减持
MSFT
MICROSOFT CORP
+$5.0M
147,913
-3%
减持
AXP
AMERICAN EXPRESS CO
+$4.8M
131,597
-2%
减持
MRK
MERCK & CO INC
+$4.5M
210,989
-2%
减持
QCOM
QUALCOMM INC
+$4.3M
184,053
-1%
增持
DHR
DANAHER CORPORATION
+$4.2M
155,799
+4%
减持
WM
WASTE MGMT INC DEL
+$4.2M
142,793
-3%
增持
LQDH
ISHARES U S ETF TR
+$4.1M
742,139
+5%
减持
VUG
VANGUARD INDEX FDS
+$3.9M
160,853
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.6M
460,153
+10%
减持
SYK
STRYKER CORPORATION
+$3.5M
72,737
-3%
减持
GOOGL
ALPHABET INC
+$3.5M
344,648
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.5M
34,712
+10%
减持
VLTO
VERALTO CORP
-$3.4M
4,588
-90%
减持
COST
COSTCO WHSL CORP NEW
+$3.4M
84,621
-5%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.4M
126,287
-52%
增持
ZTS
ZOETIS INC
-$3.3M
121,769
+0%
减持
ECL
ECOLAB INC
+$3.3M
106,492
-1%
减持
PAVE
GLOBAL X FDS
+$3.1M
700,405
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.0M
158,300
-36%
增持
COF
CAPITAL ONE FINL CORP
+$3.0M
151,959
+1%
增持
IJR
ISHARES TR
+$3.0M
786,523
+1%
减持
V
VISA INC
+$2.8M
186,313
-1%
增持
WMT
WALMART INC
+$2.8M
375,433
+199%
增持
EFA
ISHARES TR
+$2.6M
434,249
+2%
增持
PFE
PFIZER INC
+$2.5M
630,746
+21%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.4M
102,624
-34%
增持
IMTB
ISHARES TR
+$2.3M
410,357
+17%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
95,764
增持
SCHW
SCHWAB CHARLES CORP
+$2.1M
351,347
+4%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
254,848
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.9M
178,657
+1%
增持
GBF
ISHARES TR
+$1.8M
164,919
+14%
减持
TGT
TARGET CORP
-$1.8M
2,205
-86%
增持
TSLA
TESLA INC
+$1.8M
13,360
+464%
减持
TJX
TJX COS INC NEW
+$1.7M
291,671
-2%
减持
SPAB
SPDR SER TR
-$1.7M
208,916
-24%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.5M
69,917
-33%
增持
EAGG
ISHARES TR
+$1.5M
264,412
+15%
减持
MCD
MCDONALDS CORP
-$1.3M
82,047
-0%
增持
USIG
ISHARES TR
+$1.2M
228,223
+13%
增持
ISTB
ISHARES TR
+$1.1M
512,985
+5%
增持
ABT
ABBOTT LABS
+$1.0M
234,943
+1%
增持
ANSS
ANSYS INC
-$898.2K
68,773
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$892.2K
28,163
-33%
减持
PG
PROCTER AND GAMBLE CO
+$872.0K
55,014
-0%
增持
MINT
PIMCO ETF TR
+$852.3K
258,317
+3%
增持
IDV
ISHARES TR
+$829.9K
392,544
+8%
减持
ROST
ROSS STORES INC
+$767.5K
114,317
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$756.9K
50,624
+6%
减持
VV
VANGUARD INDEX FDS
+$737.8K
52,440
-3%
增持
NKE
NIKE INC
-$714.5K
168,610
+11%
清仓
PEN
PENUMBRA INC
-$709.1K
0
-100%
减持
AFL
AFLAC INC
+$626.2K
258,713
-1%
减持
IXP
ISHARES TR
+$613.8K
92,603
-4%
增持
SCHG
SCHWAB STRATEGIC TR
+$565.9K
13,335
+65%
减持
DON
WISDOMTREE TR
+$534.1K
236,344
-2%
增持
META
META PLATFORMS INC
+$515.8K
3,319
+11%
增持
IGIB
ISHARES TR
+$451.1K
102,270
+10%
减持
SPY
SPDR S&P 500 ETF TR
+$442.9K
19,897
-5%
增持
AMT
AMERICAN TOWER CORP NEW
+$427.0K
88,973
+12%
增持
PFF
ISHARES TR
+$411.7K
65,607
+20%
增持
—
UNILEVER PLC
+$409.8K
137,153
+3%
减持
BX
BLACKSTONE INC
-$403.8K
206,983
-2%
增持
SUSA
ISHARES TR
+$397.6K
31,093
+4%
增持
PEP
PEPSICO INC
+$384.9K
37,687
+3%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$376.2K
15,128
减持
FLRN
SPDR SER TR
-$375.2K
13,056
-49%
增持
FLOT
ISHARES TR
+$370.2K
464,755
+1%
减持
MGC
VANGUARD WORLD FD
+$343.7K
43,407
-5%
增持
CVX
CHEVRON CORP NEW
+$335.5K
32,491
+1%
清仓
IVE
ISHARES TR
-$334.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$326.9K
13,193
-2%
建仓
SPGI
S&P GLOBAL INC
+$325.9K
766
增持
CMF
ISHARES TR
+$325.2K
10,880
+110%
减持
IWB
ISHARES TR
+$316.1K
17,099
-3%
增持
KO
COCA COLA CO
+$305.8K
102,597
+1%
减持
BA
BOEING CO
-$303.4K
4,372
-1%
增持
AMAT
APPLIED MATLS INC
+$299.7K
6,037
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$298.9K
62,663
+1%
减持
SHV
ISHARES TR
-$297.6K
12,362
-18%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$297.3K
27,000
增持
AMD
ADVANCED MICRO DEVICES INC
+$296.5K
7,688
+5%
增持
VTI
VANGUARD INDEX FDS
+$290.6K
6,783
+9%
增持
DRIV
GLOBAL X FDS
+$283.9K
421,202
+3%
建仓
BAC
BANK AMERICA CORP
+$255.5K
6,739
减持
PSK
SPDR SER TR
-$255.4K
8,358
-49%
减持
VHT
VANGUARD WORLD FD
+$252.7K
17,432
-2%
建仓
CAT
CATERPILLAR INC
+$243.0K
663
建仓
CRM
SALESFORCE INC
+$238.8K
793
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$229.5K
283,180
-5%
减持
VTV
VANGUARD INDEX FDS
+$227.6K
25,075
-3%
建仓
ILCG
ISHARES TR
+$221.2K
2,931
清仓
ADBE
ADOBE INC
-$219.0K
0
-100%
建仓
XLF
SELECT SECTOR SPDR TR
+$216.9K
5,149
清仓
FNDX
SCHWAB STRATEGIC TR
-$216.0K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$215.3K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$213.5K
432
增持
SGOV
ISHARES TR
+$212.8K
60,351
+3%
减持
XT
ISHARES TR
-$208.9K
11,248
-23%
增持
IHI
ISHARES TR
+$208.0K
33,468
+3%
建仓
CMI
CUMMINS INC
+$206.3K
700
建仓
ITOT
ISHARES TR
+$206.2K
1,788
建仓
IYY
ISHARES TR
+$203.5K
1,589
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$201.5K
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$200.4K
2,637
减持
VSGX
VANGUARD WORLD FD
-$185.6K
10,555
-26%
减持
GOOG
ALPHABET INC
+$184.0K
31,775
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$182.4K
2,210
+51%
增持
INTC
INTEL CORP
-$178.8K
31,308
+1%
增持
HD
HOME DEPOT INC
+$175.5K
4,580
+0%
减持
NFLX
NETFLIX INC
-$167.8K
915
-38%
减持
TRV
TRAVELERS COMPANIES INC
-$151.5K
1,686
-40%
减持
USFR
WISDOMTREE TR
-$145.3K
5,539
-34%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$124.9K
4,782
-37%
增持
BOND
PIMCO ETF TR
+$121.3K
87,229
+2%
增持
DGRO
ISHARES TR
+$116.7K
6,551
+34%
减持
IEFA
ISHARES TR
-$109.0K
8,770
-19%
增持
IYZ
ISHARES TR
+$107.7K
74,164
+11%
增持
ORCL
ORACLE CORP
+$106.4K
4,928
+1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$105.7K
7,057
-5%
减持
USSG
DBX ETF TR
-$102.8K
36,579
-15%
增持
NVO
NOVO-NORDISK A S
+$100.4K
3,476
+4%
减持
LLY
ELI LILLY & CO
+$97.4K
1,796
-19%
增持
EMNT
PIMCO ETF TR
+$93.1K
44,712
+1%
