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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 49
减持 79
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$31.2M
875,129
-2%
建仓
ADI
ANALOG DEVICES INC
+$25.8M
112,982
增持
NVO
NOVO-NORDISK A S
+$21.0M
150,118
+4219%
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。
清仓
NKE
NIKE INC
-$15.8M
0
-100%
减持
DRIV
GLOBAL X FDS
-$9.7M
28,920
-93%
减持
DIS
DISNEY WALT CO
-$8.3M
311,289
-3%
减持
GOOGL
ALPHABET INC
+$7.4M
326,197
-5%
增持
FTV
FORTIVE CORP
-$5.6M
476,531
+0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.6M
1,084,161
-9%
减持
COST
COSTCO WHSL CORP NEW
+$5.4M
79,288
-6%
减持
MA
MASTERCARD INCORPORATED
-$5.4M
108,035
-2%
增持
AGG
ISHARES TR
+$5.0M
1,292,906
+5%
增持
NVDA
NVIDIA CORPORATION
-$4.1M
59,592
+368%
减持
VUG
VANGUARD INDEX FDS
+$3.9M
158,485
-1%
减持
V
VISA INC
-$3.7M
184,008
-1%
减持
SDY
SPDR SER TR
-$3.3M
698,057
-0%
减持
QCOM
QUALCOMM INC
+$3.3M
172,848
-6%
减持
LIT
GLOBAL X FDS
-$3.1M
8,827
-89%
减持
PAVE
GLOBAL X FDS
-$3.1M
668,206
-5%
增持
IJR
ISHARES TR
-$3.0M
786,859
+0%
减持
IJH
ISHARES TR
-$2.9M
994,770
-1%
减持
CL
COLGATE PALMOLIVE CO
+$2.7M
507,611
-2%
减持
IGM
ISHARES TR
+$2.6M
672,496
-5%
增持
IEMG
ISHARES INC
+$2.4M
1,201,914
+0%
减持
MRK
MERCK & CO INC
-$2.4M
205,260
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.3M
479,871
-10%
增持
MCD
MCDONALDS CORP
-$2.2M
82,154
+0%
增持
JNJ
JOHNSON & JOHNSON
-$2.1M
261,404
+3%
减持
COF
CAPITAL ONE FINL CORP
-$2.1M
148,529
-2%
增持
ABT
ABBOTT LABS
-$2.1M
237,259
+1%
减持
BX
BLACKSTONE INC
-$2.0M
203,309
-2%
减持
ANSS
ANSYS INC
-$2.0M
68,149
-1%
减持
SPAB
SPDR SER TR
-$1.9M
134,726
-36%
减持
WMT
WALMART INC
+$1.9M
361,435
-4%
减持
SYK
STRYKER CORPORATION
-$1.8M
71,132
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$1.8M
244,413
-4%
减持
TJX
TJX COS INC NEW
+$1.4M
281,670
-3%
减持
AXP
AMERICAN EXPRESS CO
-$1.4M
123,289
-6%
减持
IDU
ISHARES TR
+$1.4M
643,131
-1%
减持
AMZN
AMAZON COM INC
+$1.3M
323,302
-5%
增持
STIP
ISHARES TR
+$1.3M
688,194
+2%
增持
IGSB
ISHARES TR
+$1.3M
1,316,510
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
76,498
-0%
增持
PFE
PFIZER INC
+$1.1M
665,021
+5%
减持
MSFT
MICROSOFT CORP
+$1.1M
141,699
-4%
减持
EFA
ISHARES TR
-$1.1M
428,680
-1%
减持
WM
WASTE MGMT INC DEL
-$1.1M
137,605
-4%
减持
SPSB
SPDR SER TR
-$1.0M
1,585,568
-2%
增持
MINT
PIMCO ETF TR
+$820.4K
266,186
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$785.6K
35,062
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$758.6K
57,046
-40%
增持
QQQ
INVESCO QQQ TR
+$714.6K
13,718
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$712.0K
142,240
-10%
增持
ZTS
ZOETIS INC
+$687.0K
122,817
+1%
减持
—
UNILEVER PLC
+$577.0K
135,674
-1%
建仓
WFC
WELLS FARGO CO NEW
+$476.4K
8,021
减持
SCHW
SCHWAB CHARLES CORP
-$461.2K
338,651
-4%
减持
INTC
INTEL CORP
-$455.2K
29,953
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$452.6K
176,055
-1%
增持
DON
WISDOMTREE TR
-$447.8K
236,877
+0%
减持
KMB
KIMBERLY-CLARK CORP
+$447.2K
50,618
-0%
清仓
VLTO
VERALTO CORP
-$406.8K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$395.0K
92,475
+4%
清仓
TGT
TARGET CORP
-$390.7K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$377.0K
27,809
+11%
减持
ROST
ROSS STORES INC
-$357.1K
112,992
-1%
增持
PEP
PEPSICO INC
-$354.7K
37,840
+0%
增持
EMNT
PIMCO ETF TR
+$341.4K
48,136
+8%
减持
AFL
AFLAC INC
+$339.8K
252,524
-2%
减持
HD
HOME DEPOT INC
-$337.0K
4,125
-10%
增持
DES
WISDOMTREE TR
-$313.7K
321,144
+2%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$302.3K
1,739
增持
LLY
ELI LILLY & CO
+$281.5K
1,854
+3%
清仓
USFR
WISDOMTREE TR
-$278.6K
0
-100%
增持
KO
COCA COLA CO
+$277.2K
102,972
+0%
清仓
SBUX
STARBUCKS CORP
-$273.5K
0
-100%
增持
BOND
PIMCO ETF TR
+$266.9K
90,906
+4%
增持
ISTB
ISHARES TR
+$264.3K
519,322
+1%
减持
CVX
CHEVRON CORP NEW
-$256.7K
31,124
-4%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$255.8K
25,618
+69%
减持
SUSB
ISHARES TR
-$250.6K
320,900
-3%
建仓
VB
VANGUARD INDEX FDS
+$241.4K
1,107
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$239.9K
0
-100%
清仓
LOW
LOWES COS INC
-$239.4K
0
-100%
增持
DHR
DANAHER CORPORATION
+$237.6K
156,669
+1%
建仓
KLAC
KLA CORP
+$233.3K
283
建仓
ADBE
ADOBE INC
+$221.1K
398
清仓
SCHD
SCHWAB STRATEGIC TR
-$217.2K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$216.9K
0
-100%
减持
CSCO
CISCO SYS INC
-$215.9K
13,952
-21%
清仓
UNH
UNITEDHEALTH GROUP INC
-$213.5K
0
-100%
建仓
MCK
MCKESSON CORP
+$212.6K
364
建仓
TCHP
T ROWE PRICE ETF INC
+$211.3K
5,458
清仓
AMGN
AMGEN INC
-$209.9K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$208.4K
6,159
+2%
减持
MGC
VANGUARD WORLD FD
+$206.3K
42,160
-3%
清仓
CMI
CUMMINS INC
-$206.3K
0
-100%
清仓
ITOT
ISHARES TR
-$206.2K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$200.4K
0
-100%
减持
SHV
ISHARES TR
-$198.8K
10,567
-15%
减持
USSG
DBX ETF TR
-$193.7K
31,542
-14%
减持
SCHA
SCHWAB STRATEGIC TR
-$192.7K
68,493
-2%
减持
VTI
VANGUARD INDEX FDS
-$188.1K
5,887
-13%
减持
LMT
LOCKHEED MARTIN CORP
+$187.1K
17,116
-0%
减持
HACK
AMPLIFY ETF TR
-$181.7K
333,468
-2%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$180.6K
43,053
+59%
减持
—
ASML HOLDING N V
+$179.6K
27,462
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$177.7K
27,183
-3%
增持
GBF
ISHARES TR
+$177.1K
167,974
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$170.2K
3,217
+1%
减持
IVV
ISHARES TR
-$168.4K
128,470
-4%
增持
IEFA
ISHARES TR
+$158.1K
11,137
+27%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$154.5K
267,610
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$140.8K
13,658
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$136.2K
19,375
-3%
增持
CMF
ISHARES TR
+$134.8K
13,376
+23%
减持
VV
VANGUARD INDEX FDS
+$126.2K
50,874
-3%
减持
TSLA
TESLA INC
-$124.8K
11,238
-16%
增持
NFLX
NETFLIX INC
+$123.9K
1,007
+10%
增持
IUSB
ISHARES TR
+$119.5K
844,683
+1%
增持
IWF
ISHARES TR
+$109.5K
3,375
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$100.7K
3,551
+34%
增持
IGIB
ISHARES TR
+$99.3K
104,884
+3%
减持
COP
CONOCOPHILLIPS
-$98.1K
5,035
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$97.3K
465,828
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$96.6K
1,553
-17%
减持
VNQ
VANGUARD INDEX FDS
-$96.3K
24,737
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$90.7K
110,705
-3%
增持
MPC
MARATHON PETE CORP
-$89.6K
3,225
+0%
减持
PG
PROCTER AND GAMBLE CO
+$89.4K
54,666
-1%
增持
AVGO
BROADCOM INC
+$87.3K
289
+2%
增持
IHI
ISHARES TR
-$80.1K
33,562
+0%
减持
IWB
ISHARES TR
+$79.3K
16,819
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$76.6K
63,484
+1%
减持
BA
BOEING CO
-$75.3K
4,222
-3%
减持
ORCL
ORACLE CORP
+$73.8K
4,906
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$73.4K
2,915
-12%
减持
RTX
RTX CORPORATION
-$66.8K
2,300
-25%
减持
ECL
ECOLAB INC
+$64.8K
103,587
-3%
减持
GOOG
ALPHABET INC
+$64.6K
26,729
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.8K
2,077
-6%
增持
VHT
VANGUARD WORLD FD
+$60.3K
17,955
+3%
减持
IXP
ISHARES TR
-$56.9K
87,122
-6%
增持
ABBV
ABBVIE INC
+$55.0K
2,004
+26%
减持
PFF
ISHARES TR
-$54.9K
65,281
-0%
减持
—
BLACKROCK INC
-$53.7K
1,069
-0%
增持
TRV
TRAVELERS COMPANIES INC
-$45.0K
1,687
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$44.5K
6,819
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$44.3K
8,825
+15%
减持
HDV
ISHARES TR
-$43.0K
5,111
-6%
