小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 26
增持 71
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SCHW
SCHWAB CHARLES CORP
-$23.9M
16,830
-95%
增持
LLY
ELI LILLY & CO
+$22.5M
27,326
+1374%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$15.0M
13,049
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
AAPL
APPLE INC
+$13.7M
850,768
-3%
增持
SDY
SPDR SER TR
+$10.7M
700,423
+0%
增持
AGG
ISHARES TR
+$10.5M
1,343,115
+4%
减持
FTV
FORTIVE CORP
-$9.5M
326,388
-32%
减持
IDU
ISHARES TR
+$8.4M
636,567
-1%
增持
IJR
ISHARES TR
+$8.4M
789,346
+0%
增持
IEMG
ISHARES INC
+$6.8M
1,239,020
+3%
增持
TLH
ISHARES TR
+$6.7M
745,129
+2%
减持
MA
MASTERCARD INCORPORATED
+$5.6M
107,835
-0%
减持
BX
BLACKSTONE INC
+$5.5M
200,155
-2%
增持
JNJ
JOHNSON & JOHNSON
+$5.3M
268,537
+3%
增持
DHR
DANAHER CORPORATION
+$5.2M
159,355
+2%
减持
QCOM
QUALCOMM INC
-$5.2M
172,134
-0%
增持
—
ASML HOLDING N V
-$5.1M
27,599
+0%
增持
GOOGL
ALPHABET INC
-$5.0M
328,038
+1%
减持
AFL
AFLAC INC
+$4.9M
245,953
-3%
增持
IJH
ISHARES TR
+$4.5M
1,006,672
+1%
增持
MCD
MCDONALDS CORP
+$4.5M
83,431
+2%
增持
IGSB
ISHARES TR
+$4.4M
1,364,310
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.3M
76,922
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.1M
94,992
+3%
减持
AXP
AMERICAN EXPRESS CO
+$3.9M
119,582
-3%
减持
WMT
WALMART INC
+$3.8M
350,465
-3%
减持
IVV
ISHARES TR
+$3.8M
128,401
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.7M
172,828
-2%
增持
STIP
ISHARES TR
+$3.5M
710,445
+3%
增持
V
VISA INC
+$3.1M
186,967
+2%
增持
IUSB
ISHARES TR
+$3.0M
874,107
+3%
增持
ZTS
ZOETIS INC
+$2.9M
123,844
+1%
增持
ABT
ABBOTT LABS
+$2.8M
240,821
+2%
增持
AVGO
BROADCOM INC
+$2.8M
19,847
+6767%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.7M
488,858
+5%
增持
LQDH
ISHARES U S ETF TR
+$2.7M
779,632
+4%
减持
CL
COLGATE PALMOLIVE CO
+$2.6M
499,416
-2%
增持
NVO
NOVO-NORDISK A S
-$2.5M
158,898
+6%
增持
EFA
ISHARES TR
+$2.5M
431,355
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.5M
35,364
+1%
减持
MSFT
MICROSOFT CORP
-$2.4M
141,671
-0%
减持
PAVE
GLOBAL X FDS
+$2.3M
656,661
-2%
增持
ADI
ANALOG DEVICES INC
+$2.0M
121,354
+7%
减持
LMT
LOCKHEED MARTIN CORP
+$1.8M
16,820
-2%
增持
COF
CAPITAL ONE FINL CORP
+$1.8M
149,405
+1%
增持
PFE
PFIZER INC
+$1.8M
703,928
+6%
增持
QQQ
INVESCO QQQ TR
+$1.7M
16,971
+24%
增持
MRK
MERCK & CO INC
-$1.6M
209,406
+2%
增持
META
META PLATFORMS INC
+$1.6M
5,669
+77%
减持
ECL
ECOLAB INC
+$1.6M
102,711
-1%
增持
AMZN
AMAZON COM INC
-$1.5M
327,262
+1%
增持
SYK
STRYKER CORPORATION
+$1.5M
71,143
+0%
增持
IMTB
ISHARES TR
+$1.5M
428,795
+4%
增持
SPSB
SPDR SER TR
+$1.4M
1,602,701
+1%
增持
ISTB
ISHARES TR
+$1.4M
534,405
+3%
减持
DIS
DISNEY WALT CO
-$1.4M
307,095
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
20,588
+6%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
71,039
+19%
增持
IDV
ISHARES TR
+$1.2M
404,821
+2%
减持
COST
COSTCO WHSL CORP NEW
+$1.2M
77,361
-2%
增持
GBF
ISHARES TR
+$1.2M
172,390
+3%
减持
—
UNILEVER PLC
+$1.2M
132,755
-2%
减持
HACK
AMPLIFY ETF TR
+$1.1M
332,591
-0%
减持
TJX
TJX COS INC NEW
+$1.1M
273,139
-3%
增持
TSLA
TESLA INC
+$1.1M
12,597
+12%
减持
DES
WISDOMTREE TR
+$1.0M
319,348
-1%
减持
DON
WISDOMTREE TR
+$942.3K
235,107
-1%
减持
VUG
VANGUARD INDEX FDS
+$916.1K
156,777
-1%
减持
WM
WASTE MGMT INC DEL
-$873.4K
137,203
-0%
增持
MINT
PIMCO ETF TR
+$828.4K
274,307
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
+$814.8K
1,057,047
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$806.8K
466,300
-3%
减持
IGM
ISHARES TR
+$803.1K
669,441
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$796.3K
238,223
-3%
增持
VTV
VANGUARD INDEX FDS
+$758.3K
29,897
+8%
增持
MGC
VANGUARD WORLD FD
+$713.5K
43,706
+4%
增持
USIG
ISHARES TR
+$703.8K
233,167
+1%
增持
EAGG
ISHARES TR
+$681.1K
269,272
+1%
减持
KO
COCA COLA CO
+$674.2K
100,589
-2%
减持
VTI
VANGUARD INDEX FDS
-$656.4K
3,243
-45%
建仓
SPMD
SPDR SER TR
+$575.3K
10,522
减持
ROST
ROSS STORES INC
+$573.2K
112,904
-0%
清仓
—
CALIFORNIA BANCORP INC
-$564.4K
0
-100%
建仓
CTAS
CINTAS CORP
+$547.7K
2,660
建仓
BCAL
CALIFORNIA BANCORP
+$540.8K
36,566
增持
PG
PROCTER AND GAMBLE CO
+$520.6K
55,058
+1%
增持
FLOT
ISHARES TR
+$517.4K
474,747
+2%
增持
BOND
PIMCO ETF TR
+$506.6K
92,868
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$497.0K
11,680
+32%
建仓
SO
SOUTHERN CO
+$478.1K
5,301
建仓
BND
VANGUARD BD INDEX FDS
+$474.8K
6,321
增持
HD
HOME DEPOT INC
+$450.5K
4,616
+12%
建仓
GLW
CORNING INC
+$445.5K
9,866
建仓
XLF
SELECT SECTOR SPDR TR
+$444.7K
9,812
建仓
SCHD
SCHWAB STRATEGIC TR
+$411.0K
4,951
增持
IGIB
ISHARES TR
+$402.5K
107,574
+3%
增持
VCR
VANGUARD WORLD FD
+$401.6K
6,981
+10%
建仓
RPM
RPM INTL INC
+$395.3K
3,267
减持
INTC
INTEL CORP
-$383.0K
23,217
-22%
增持
ORCL
ORACLE CORP
+$370.7K
6,241
+27%
减持
IXP
ISHARES TR
+$367.5K
86,075
-1%
增持
VNQ
VANGUARD INDEX FDS
+$350.6K
24,867
+1%
增持
PLD
PROLOGIS INC.
+$340.5K
4,504
+122%
增持
SUSB
ISHARES TR
+$334.4K
325,644
+1%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$333.3K
6,310
增持
ABBV
ABBVIE INC
+$321.7K
3,369
+68%
增持
PEP
PEPSICO INC
+$314.7K
38,551
+2%
减持
XLP
SELECT SECTOR SPDR TR
+$311.3K
62,328
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$310.2K
47,182
-17%
建仓
NICE
NICE LTD
+$309.3K
1,781
增持
IYZ
ISHARES TR
+$305.0K
77,573
+2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$294.7K
504
建仓
IWO
ISHARES TR
+$293.1K
1,032
减持
SCHB
SCHWAB STRATEGIC TR
+$286.4K
98,413
-1%
减持
VV
VANGUARD INDEX FDS
+$280.6K
49,299
-3%
建仓
SCHV
SCHWAB STRATEGIC TR
+$278.0K
3,459
减持
SCHF
SCHWAB STRATEGIC TR
+$263.7K
139,314
-2%
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$262.4K
3,678
建仓
TMUS
T-MOBILE US INC
+$246.0K
1,192
增持
—
BLACKROCK INC
+$240.8K
1,140
+7%
建仓
T
AT&T INC
+$239.8K
10,902
建仓
VLUE
ISHARES TR
+$236.9K
2,173
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$234.7K
3,725
建仓
NEE
NEXTERA ENERGY INC
+$233.4K
2,762
清仓
KLAC
KLA CORP
-$233.3K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$230.8K
2,367
建仓
CMI
CUMMINS INC
+$227.0K
701
增持
ADBE
ADOBE INC
+$222.6K
857
+115%
建仓
LOW
LOWES COS INC
+$221.7K
819
清仓
XEL
XCEL ENERGY INC
-$220.3K
0
-100%
建仓
ORI
OLD REP INTL CORP
+$217.0K
6,127
减持
AMAT
APPLIED MATLS INC
-$214.3K
6,133
-0%
清仓
MCK
MCKESSON CORP
-$212.6K
0
-100%
减持
VHT
VANGUARD WORLD FD
+$212.5K
17,677
-2%
减持
SCHE
SCHWAB STRATEGIC TR
+$211.9K
116,178
-3%
建仓
FNDX
SCHWAB STRATEGIC TR
+$209.5K
2,919
减持
WFC
WELLS FARGO CO NEW
-$204.5K
4,813
-40%
减持
SUSA
ISHARES TR
+$204.4K
30,250
-1%
清仓
IYY
ISHARES TR
-$204.3K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
+$203.3K
67,054
-2%
减持
IWB
ISHARES TR
+$187.9K
16,515
-2%
减持
BA
BOEING CO
-$183.7K
3,846
-9%
增持
GOOG
ALPHABET INC
-$182.1K
28,234
+6%
增持
DUK
DUKE ENERGY CORP NEW
+$180.7K
4,895
+28%
增持
IRM
IRON MTN INC DEL
+$179.2K
3,807
+25%
增持
VB
VANGUARD INDEX FDS
+$179.0K
1,772
+60%
增持
SPAB
SPDR SER TR
+$177.4K
136,099
+1%
增持
PFF
ISHARES TR
+$177.1K
67,309
+3%
增持
ANSS
ANSYS INC
+$169.9K
69,296
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
-$167.1K
7,012
+3%
