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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 69
减持 56
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$29.8M
804,084
-4%
减持
SCHZ
SCHWAB STRATEGIC TR
-$15.7M
1,691,302
-30%
减持
GOOGL
ALPHABET INC
-$11.3M
321,436
-0%
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
AMZN
AMAZON COM INC
-$10.0M
314,593
-1%
增持
AGG
ISHARES TR
+$9.8M
1,446,048
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$9.7M
1,134,415
-24%
增持
TLH
ISHARES TR
+$8.7M
779,335
+8%
增持
JNJ
JOHNSON & JOHNSON
+$7.2M
280,228
+3%
减持
VUG
VANGUARD INDEX FDS
-$6.9M
150,209
-1%
增持
IGM
ISHARES TR
-$6.9M
646,591
+1%
减持
BX
BLACKSTONE INC
-$6.6M
184,273
-2%
增持
IJR
ISHARES TR
-$5.9M
796,785
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.6M
75,559
-1%
增持
MSFT
MICROSOFT CORP
-$5.4M
143,633
+2%
减持
ABT
ABBOTT LABS
+$4.6M
241,523
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.5M
102,476
+6%
减持
V
VISA INC
+$4.5M
179,249
-3%
减持
DIS
DISNEY WALT CO
-$4.2M
294,018
-1%
减持
AXP
AMERICAN EXPRESS CO
-$4.2M
109,795
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.1M
51,830
+1434%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.1M
14,840
+3%
增持
STIP
ISHARES TR
+$4.0M
741,426
+3%
增持
VOO
VANGUARD INDEX FDS
+$3.8M
11,270
+201%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.7M
167,347
-1%
减持
WM
WASTE MGMT INC DEL
+$3.6M
134,619
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.6M
511,698
+4%
增持
SDY
SPDR SER TR
+$3.4M
702,637
+1%
增持
LLY
ELI LILLY & CO
+$3.3M
29,772
+8%
增持
IJH
ISHARES TR
-$3.3M
1,006,223
+1%
减持
IDU
ISHARES TR
+$3.0M
618,761
-0%
增持
IEMG
ISHARES INC
+$2.9M
1,268,425
+1%
建仓
SMH
VANECK ETF TRUST
+$2.8M
13,253
增持
IVV
ISHARES TR
-$2.6M
125,704
+1%
减持
WMT
WALMART INC
-$2.5M
314,012
-6%
增持
ROST
ROSS STORES INC
-$2.4M
115,637
+2%
增持
TSLA
TESLA INC
-$2.4M
27,876
+27%
增持
IGSB
ISHARES TR
+$2.3M
1,409,492
+2%
增持
IUSB
ISHARES TR
+$2.3M
924,961
+4%
减持
EFA
ISHARES TR
+$2.3M
432,349
-1%
增持
CL
COLGATE PALMOLIVE CO
+$2.2M
507,110
+2%
增持
LQDH
ISHARES U S ETF TR
+$2.1M
815,863
+3%
减持
ECL
ECOLAB INC
+$1.9M
101,404
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
109,114
+47%
减持
MCD
MCDONALDS CORP
+$1.8M
81,865
-0%
增持
PAVE
GLOBAL X FDS
-$1.7M
641,665
+0%
增持
DHR
DANAHER CORPORATION
-$1.6M
174,923
+7%
增持
IDV
ISHARES TR
+$1.5M
413,353
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.5M
272,995
-17%
减持
AFL
AFLAC INC
+$1.5M
236,338
-1%
减持
HACK
AMPLIFY ETF TR
-$1.5M
317,461
-3%
增持
PFE
PFIZER INC
+$1.4M
772,400
+13%
建仓
VXF
VANGUARD INDEX FDS
+$1.3M
7,590
增持
MRK
MERCK & CO INC
-$1.3M
220,455
+4%
增持
ANSS
ANSYS INC
-$1.2M
70,080
+1%
增持
IMTB
ISHARES TR
+$1.2M
452,304
+4%
减持
COST
COSTCO WHSL CORP NEW
+$1.1M
73,374
-2%
增持
ISTB
ISHARES TR
+$1.1M
555,087
+3%
增持
ADI
ANALOG DEVICES INC
-$1.1M
124,224
+1%
增持
FLOT
ISHARES TR
+$1.0M
498,251
+4%
增持
GOOG
ALPHABET INC
-$988.1K
29,452
+0%
增持
GBF
ISHARES TR
+$960.7K
182,656
+3%
减持
MA
MASTERCARD INCORPORATED
+$948.8K
103,256
-2%
增持
QQQ
INVESCO QQQ TR
+$932.8K
19,764
+21%
减持
JPM
JPMORGAN CHASE & CO.
-$887.4K
220,645
-4%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$860.4K
236,731
-1%
减持
DES
WISDOMTREE TR
-$845.7K
309,034
-1%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
减持
KO
COCA COLA CO
+$789.3K
99,217
-2%
减持
FTV
FORTIVE CORP
-$771.4K
311,366
-1%
减持
COF
CAPITAL ONE FINL CORP
-$748.0K
138,448
-3%
增持
CVX
CHEVRON CORP NEW
+$747.9K
32,408
+0%
增持
ZTS
ZOETIS INC
+$709.1K
128,086
+2%
减持
SYK
STRYKER CORPORATION
+$700.3K
69,638
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$670.9K
16,336
-0%
建仓
SCHK
SCHWAB STRATEGIC TR
+$647.8K
24,065
减持
SPAB
SPDR SER TR
-$616.0K
122,898
-18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$601.7K
3,464
+122%
减持
KMB
KIMBERLY-CLARK CORP
+$556.5K
50,383
-0%
增持
IGIB
ISHARES TR
+$546.2K
120,340
+7%
增持
VV
VANGUARD INDEX FDS
-$533.3K
47,945
+1%
建仓
PANW
PALO ALTO NETWORKS INC
+$529.0K
3,100
减持
DON
WISDOMTREE TR
-$516.3K
224,545
-2%
增持
USIG
ISHARES TR
+$502.3K
242,091
+3%
建仓
PM
PHILIP MORRIS INTL INC
+$492.7K
3,104
减持
IWB
ISHARES TR
-$484.5K
16,150
-4%
增持
MINT
PIMCO ETF TR
+$482.5K
283,616
+1%
增持
—
ASML HOLDING N V
-$474.1K
29,034
+2%
减持
VCR
VANGUARD WORLD FD
-$421.2K
6,589
-4%
减持
SCHF
SCHWAB STRATEGIC TR
-$420.8K
250,811
-14%
增持
AVGO
BROADCOM INC
+$415.1K
31,569
+50%
增持
MGC
VANGUARD WORLD FD
-$392.1K
41,367
+1%
增持
EAGG
ISHARES TR
+$384.8K
280,437
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$371.1K
125,994
-2%
减持
TJX
TJX COS INC NEW
-$354.2K
262,818
-2%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$343.0K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$341.3K
71,808
-10%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$338.1K
959
清仓
NOW
SERVICENOW INC
-$327.6K
0
-100%
增持
CTAS
CINTAS CORP
+$324.1K
16,120
+14%
增持
SPY
SPDR S&P 500 ETF TR
-$323.0K
21,857
+2%
增持
VTV
VANGUARD INDEX FDS
+$322.3K
30,781
+4%
减持
PEP
PEPSICO INC
-$311.1K
36,663
-4%
增持
RTX
RTX CORPORATION
+$307.8K
4,611
+76%
增持
STPZ
PIMCO ETF TR
+$298.3K
23,724
+26%
减持
IXP
ISHARES TR
-$294.8K
80,916
-4%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$290.4K
6,417
减持
WFC
WELLS FARGO CO NEW
-$283.7K
4,786
-46%
增持
XLP
SELECT SECTOR SPDR TR
+$275.1K
63,240
+2%
减持
—
UNILEVER PLC
+$274.6K
132,818
-1%
清仓
SHY
ISHARES TR
-$272.6K
0
-100%
清仓
—
ISHARES INC
-$270.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$270.1K
53,364
-4%
建仓
ASPI
ASP ISOTOPES INC
+$267.2K
56,964
减持
ADBE
ADOBE INC
-$266.6K
738
-40%
增持
VHT
VANGUARD WORLD FD
+$266.3K
18,298
+1%
减持
ORCL
ORACLE CORP
-$262.3K
5,914
-10%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$254.9K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$254.5K
3,718
+40%
清仓
XLK
SELECT SECTOR SPDR TR
-$253.2K
0
-100%
清仓
BCAL
CALIFORNIA BANCORP
-$252.9K
0
-100%
建仓
FNDF
SCHWAB STRATEGIC TR
+$236.9K
6,555
增持
SGOV
ISHARES TR
+$223.8K
65,636
+3%
增持
SHV
ISHARES TR
+$222.3K
12,974
+18%
增持
SUB
ISHARES TR
+$221.7K
8,453
+33%
清仓
ACWX
ISHARES TR
-$213.6K
0
-100%
清仓
IWN
ISHARES TR
-$212.1K
0
-100%
建仓
ALL
ALLSTATE CORP
+$211.6K
1,022
减持
USSG
DBX ETF TR
-$210.6K
29,139
-6%
建仓
SCHV
SCHWAB STRATEGIC TR
+$208.7K
7,850
建仓
MCK
MCKESSON CORP
+$208.6K
310
建仓
NKE
NIKE INC
+$203.4K
3,204
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$201.4K
602
增持
AMD
ADVANCED MICRO DEVICES INC
-$192.3K
12,621
+2%
建仓
REFR
RESEARCH FRONTIERS INC
+$186.1K
164,703
减持
SCHG
SCHWAB STRATEGIC TR
-$185.7K
49,287
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$179.1K
16,968
+81%
减持
WEAV
WEAVE COMMUNICATIONS INC
-$176.3K
21,410
-18%
减持
AMAT
APPLIED MATLS INC
-$174.7K
6,110
-6%
减持
NUSC
NUSHARES ETF TR
-$173.6K
12,660
-20%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$167.6K
3,277
-7%
减持
SPSB
SPDR SER TR
+$152.0K
1,600,722
-0%
增持
META
META PLATFORMS INC
+$146.6K
7,229
+5%
增持
IEFA
ISHARES TR
+$146.3K
12,828
+9%
减持
HD
HOME DEPOT INC
-$136.1K
4,293
-2%
增持
SUSA
ISHARES TR
-$133.7K
30,381
+2%
增持
CAT
CATERPILLAR INC
+$124.8K
1,194
+61%
增持
CSCO
CISCO SYS INC
+$120.9K
10,003
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$115.0K
3,751
+1%
增持
TFLO
ISHARES TR
+$114.7K
43,214
+5%
增持
NVO
NOVO-NORDISK A S
+$113.1K
244,604
+25%
