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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 68
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$12.3M
841,220
-1%
减持
TLH
ISHARES TR
-$9.3M
724,813
-3%
减持
AMZN
AMAZON COM INC
+$8.8M
318,283
-3%
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
SDY
SPDR SER TR
-$7.5M
695,990
-1%
减持
V
VISA INC
+$6.9M
184,426
-1%
增持
DHR
DANAHER CORPORATION
-$6.8M
163,363
+3%
减持
GOOGL
ALPHABET INC
+$6.6M
322,176
-2%
减持
CL
COLGATE PALMOLIVE CO
-$6.5M
498,672
-0%
增持
IEMG
ISHARES INC
-$5.6M
1,255,378
+1%
增持
TSLA
TESLA INC
+$5.6M
21,933
+74%
减持
IDU
ISHARES TR
-$5.1M
621,603
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$4.8M
229,492
-4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.7M
2,419,062
+129%
增持
AMT
AMERICAN TOWER CORP NEW
-$4.3M
96,775
+2%
增持
JNJ
JOHNSON & JOHNSON
-$4.2M
271,859
+1%
增持
ZTS
ZOETIS INC
-$3.8M
125,086
+1%
减持
DIS
DISNEY WALT CO
+$3.7M
298,396
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.3M
35,725
+1%
增持
—
ASML HOLDING N V
-$3.3M
28,443
+3%
减持
COF
CAPITAL ONE FINL CORP
+$3.2M
143,403
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.1M
1,497,843
+221%
减持
IJR
ISHARES TR
-$3.1M
774,576
-2%
增持
EFA
ISHARES TR
-$3.0M
436,776
+1%
增持
LLY
ELI LILLY & CO
-$2.9M
27,580
+1%
增持
AGG
ISHARES TR
-$2.8M
1,375,087
+2%
减持
AFL
AFLAC INC
-$2.7M
239,323
-3%
增持
MRK
MERCK & CO INC
-$2.7M
211,910
+1%
增持
QCOM
QUALCOMM INC
-$2.6M
173,373
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.6M
168,921
-2%
减持
ECL
ECOLAB INC
-$2.4M
101,487
-1%
减持
MA
MASTERCARD INCORPORATED
+$2.4M
105,680
-2%
减持
VUG
VANGUARD INDEX FDS
+$2.4M
152,479
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.3M
490,299
+0%
减持
PFE
PFIZER INC
-$2.2M
683,671
-3%
减持
FTV
FORTIVE CORP
-$2.2M
314,096
-4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.1M
14,465
+11%
增持
NVO
NOVO-NORDISK A S
-$2.0M
196,143
+23%
增持
CTAS
CINTAS CORP
+$2.0M
14,165
+433%
增持
ADI
ANALOG DEVICES INC
-$2.0M
122,534
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.9M
16,397
-3%
减持
WMT
WALMART INC
+$1.7M
332,371
-5%
减持
BX
BLACKSTONE INC
+$1.7M
187,524
-6%
减持
MSFT
MICROSOFT CORP
-$1.7M
140,696
-1%
减持
MCD
MCDONALDS CORP
-$1.6M
82,077
-2%
减持
HACK
AMPLIFY ETF TR
+$1.6M
325,959
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
3,379
-93%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
74,285
+5%
增持
ANSS
ANSYS INC
+$1.3M
69,328
+0%
建仓
BLK
BLACKROCK INC
+$1.3M
1,245
减持
IGM
ISHARES TR
+$1.3M
641,603
-4%
减持
AXP
AMERICAN EXPRESS CO
+$1.3M
113,561
-5%
增持
AVGO
BROADCOM INC
+$1.2M
21,080
+6%
减持
PAVE
GLOBAL X FDS
-$1.1M
640,544
-2%
清仓
—
BLACKROCK INC
-$1.1M
0
-100%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.0M
239,355
-10%
增持
—
UNILEVER PLC
-$989.1K
134,650
+1%
增持
IDV
ISHARES TR
-$965.2K
411,706
+2%
减持
WM
WASTE MGMT INC DEL
-$937.9K
136,506
-1%
增持
KO
COCA COLA CO
-$911.7K
101,456
+1%
增持
IUSB
ISHARES TR
-$910.6K
891,091
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$878.6K
327,094
+232%
增持
GOOG
ALPHABET INC
+$868.8K
29,350
+4%
减持
IVV
ISHARES TR
-$840.1K
124,387
-3%
增持
META
META PLATFORMS INC
+$772.9K
6,865
+21%
减持
IJH
ISHARES TR
-$754.8K
994,720
-1%
减持
PEP
PEPSICO INC
-$747.2K
38,198
-1%
增持
—
EXXON MOBIL CORP
+$746.8K
13,622
+122%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$742.7K
76,468
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$736.0K
21,411
+4%
增持
STIP
ISHARES TR
+$705.5K
722,543
+2%
增持
LQDH
ISHARES U S ETF TR
+$627.3K
789,027
+1%
增持
IMTB
ISHARES TR
-$612.2K
435,400
+2%
增持
SPSB
SPDR SER TR
-$500.1K
1,608,497
+0%
建仓
GS
GOLDMAN SACHS GROUP INC
+$488.4K
853
建仓
VGT
VANGUARD WORLD FD
+$479.4K
771
增持
KMB
KIMBERLY-CLARK CORP
-$478.8K
50,435
+1%
减持
SYK
STRYKER CORPORATION
-$478.6K
70,052
-2%
清仓
BND
VANGUARD BD INDEX FDS
-$474.8K
0
-100%
增持
MINT
PIMCO ETF TR
+$435.0K
279,599
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$427.5K
12,327
+6%
建仓
WEAV
WEAVE COMMUNICATIONS INC
+$413.7K
25,986
增持
VHT
VANGUARD WORLD FD
-$410.6K
18,045
+2%
清仓
FLRN
SPDR SER TR
-$405.3K
0
-100%
增持
USIG
ISHARES TR
-$396.2K
235,953
+1%
建仓
AMGN
AMGEN INC
+$386.1K
1,481
减持
DON
WISDOMTREE TR
-$385.2K
228,287
-3%
增持
VOO
VANGUARD INDEX FDS
+$381.5K
3,742
+21%
增持
NFLX
NETFLIX INC
+$380.8K
1,289
+19%
增持
IGSB
ISHARES TR
-$376.3K
1,382,364
+1%
建仓
GILD
GILEAD SCIENCES INC
+$362.0K
3,919
增持
GBF
ISHARES TR
-$357.0K
176,681
+2%
增持
WFC
WELLS FARGO CO NEW
+$355.4K
8,931
+86%
减持
ULST
SSGA ACTIVE ETF TR
-$348.6K
9,706
-47%
增持
SCHF
SCHWAB STRATEGIC TR
-$346.8K
290,910
+109%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$333.3K
0
-100%
建仓
NOW
SERVICENOW INC
+$327.6K
309
增持
HON
HONEYWELL INTL INC
+$321.4K
2,552
+107%
建仓
IDXX
IDEXX LABS INC
+$319.6K
773
增持
BOND
PIMCO ETF TR
-$316.0K
93,677
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$309.5K
3,720
+62%
减持
MGC
VANGUARD WORLD FD
-$308.8K
41,016
-6%
减持
SCHE
SCHWAB STRATEGIC TR
-$297.3K
116,139
-0%
建仓
PLUS
EPLUS INC
+$295.5K
4,000
减持
DES
WISDOMTREE TR
-$291.9K
312,153
-2%
增持
ISTB
ISHARES TR
-$288.9K
538,537
+1%
减持
BCAL
CALIFORNIA BANCORP
-$287.9K
15,290
-58%
减持
XLP
SELECT SECTOR SPDR TR
-$283.5K
62,202
-0%
清仓
SCHV
SCHWAB STRATEGIC TR
-$278.0K
0
-100%
建仓
SHY
ISHARES TR
+$272.6K
3,325
减持
COST
COSTCO WHSL CORP NEW
-$266.6K
74,559
-4%
减持
TJX
TJX COS INC NEW
+$260.6K
267,904
-2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$254.9K
3,175
建仓
XLK
SELECT SECTOR SPDR TR
+$253.2K
1,089
增持
IWB
ISHARES TR
+$246.0K
16,881
+2%
减持
INTC
INTEL CORP
-$243.3K
15,032
-35%
清仓
T
AT&T INC
-$239.8K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$239.8K
3,320
清仓
VLUE
ISHARES TR
-$236.9K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$227.5K
3,860
清仓
—
LAM RESEARCH CORP
-$226.1K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$224.3K
29,503
-1%
清仓
LOW
LOWES COS INC
-$221.7K
0
-100%
增持
BAC
BANK AMERICA CORP
+$221.2K
15,366
+34%
减持
CSCO
CISCO SYS INC
-$220.8K
8,385
-38%
增持
ROST
ROSS STORES INC
+$217.8K
113,777
+1%
增持
SBUX
STARBUCKS CORP
+$214.8K
4,883
+106%
建仓
ACWX
ISHARES TR
+$213.6K
4,095
建仓
IWN
ISHARES TR
+$212.1K
1,292
建仓
IWM
ISHARES TR
+$210.6K
953
增持
VYM
VANGUARD WHITEHALL FDS
+$204.9K
5,023
+48%
建仓
SRE
SEMPRA
+$201.3K
2,295
增持
SPAB
SPDR SER TR
+$197.2K
150,253
+10%
增持
SGOV
ISHARES TR
+$193.7K
63,634
+4%
减持
ABBV
ABBVIE INC
-$191.7K
2,666
-21%
减持
VCR
VANGUARD WORLD FD
+$189.3K
6,836
-2%
增持
FLOT
ISHARES TR
+$182.8K
479,833
+1%
增持
AMAT
APPLIED MATLS INC
-$177.7K
6,526
+6%
增持
PG
PROCTER AND GAMBLE CO
-$171.5K
55,857
+1%
增持
CRM
SALESFORCE INC
+$171.1K
1,237
+40%
增持
CMF
ISHARES TR
+$170.9K
17,501
+22%
减持
PLD
PROLOGIS INC.
-$168.4K
3,788
-16%
减持
HD
HOME DEPOT INC
-$160.9K
4,395
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$160.8K
21,205
+328%
增持
EAGG
ISHARES TR
-$153.6K
278,431
+3%
建仓
F
FORD MTR CO
+$151.2K
15,269
减持
VTI
VANGUARD INDEX FDS
-$150.9K
2,648
-18%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$144.2K
32,359
+24%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$142.0K
3,529
+5%
减持
—
PIPER SANDLER COMPANIES
-$135.5K
1,486
-27%
增持
SO
SOUTHERN CO
+$133.0K
7,423
+40%
