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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 62
减持 50
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$68.0M
2,560,723
建仓
SPTL
SPDR SERIES TRUST
+$54.8M
2,060,808
减持
SPSB
SPDR SERIES TRUST
-$42.7M
180,078
-89%
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
MSFT
MICROSOFT CORP
+$33.6M
175,918
+22%
减持
MRK
MERCK & CO INC
-$15.8M
49,988
-77%
增持
LLY
ELI LILLY & CO
+$14.7M
50,374
+69%
增持
ISRG
INTUITIVE SURGICAL INC
+$14.0M
26,409
+3273%
减持
NVO
NOVO-NORDISK A S
-$13.9M
45,050
-82%
减持
IGM
ISHARES TR
+$13.5M
642,019
-1%
减持
VUG
VANGUARD INDEX FDS
+$9.5M
148,698
-1%
增持
AMZN
AMAZON COM INC
+$9.3M
315,124
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$8.2M
214,906
-3%
增持
IEMG
ISHARES INC
+$8.2M
1,276,316
+1%
增持
GOOGL
ALPHABET INC
+$7.6M
325,199
+1%
增持
IJR
ISHARES TR
+$7.4M
830,153
+4%
减持
DIS
DISNEY WALT CO
+$6.9M
289,609
-1%
增持
FTV
FORTIVE CORP
-$6.4M
315,122
+1%
减持
SGOV
ISHARES TR
-$6.1M
5,238
-92%
增持
AAPL
APPLE INC
-$5.3M
844,919
+5%
增持
EAGG
ISHARES TR
+$5.1M
387,844
+38%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.1M
1,465,975
-13%
增持
IJH
ISHARES TR
+$5.0M
1,027,417
+2%
减持
AXP
AMERICAN EXPRESS CO
+$4.8M
107,569
-2%
增持
ADI
ANALOG DEVICES INC
+$4.6M
125,467
+1%
减持
NVDA
NVIDIA CORPORATION
+$4.4M
102,936
-6%
增持
—
ASML HOLDING N V
+$4.3M
29,367
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
74,675
-1%
减持
HACK
AMPLIFY ETF TR
+$3.9M
309,474
-3%
增持
PAVE
GLOBAL X FDS
+$3.8M
642,238
+0%
建仓
RAL
RALLIANT CORP
+$3.4M
70,101
减持
COF
CAPITAL ONE FINL CORP
+$3.3M
132,178
-5%
增持
JNJ
JOHNSON & JOHNSON
-$2.8M
285,725
+2%
减持
IVV
ISHARES TR
+$2.7M
118,041
-6%
增持
ANSS
ANSYS INC
+$2.6M
70,472
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
39,993
+7%
减持
WMT
WALMART INC
+$2.3M
305,830
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
23,571
+8%
增持
BX
BLACKSTONE INC
+$2.2M
187,334
+2%
减持
MCD
MCDONALDS CORP
-$2.1M
80,178
-2%
减持
EFA
ISHARES TR
+$2.1M
419,767
-3%
减持
AVGO
BROADCOM INC
+$2.1M
29,173
-8%
建仓
SPTM
SPDR SERIES TRUST
+$2.0M
26,460
减持
AFL
AFLAC INC
-$1.8M
232,208
-2%
增持
AGG
ISHARES TR
+$1.8M
1,459,869
+1%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.6M
158,460
-33%
增持
QCOM
QUALCOMM INC
+$1.6M
177,965
+2%
减持
ECL
ECOLAB INC
+$1.6M
101,210
-0%
减持
SYK
STRYKER CORPORATION
+$1.5M
69,299
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.5M
165,349
-1%
减持
IDU
ISHARES TR
+$1.5M
614,088
-1%
减持
COST
COSTCO WHSL CORP NEW
+$1.4M
71,470
-3%
清仓
VXF
VANGUARD INDEX FDS
-$1.3M
0
-100%
增持
IXP
ISHARES TR
+$1.2M
80,951
+0%
增持
TSLA
TESLA INC
+$1.2M
28,809
+3%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
20,619
增持
GOOG
ALPHABET INC
+$1.2M
32,559
+11%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$1.1M
224,172
+1411%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.0M
982,028
-13%
减持
META
META PLATFORMS INC
+$1.0M
7,042
-3%
减持
IDV
ISHARES TR
+$998.8K
400,492
-3%
减持
VV
VANGUARD INDEX FDS
+$994.7K
46,680
-3%
增持
CL
COLGATE PALMOLIVE CO
-$987.0K
511,873
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$897.4K
1,553
-53%
减持
SMH
VANECK ETF TRUST
+$888.7K
13,236
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$871.6K
104,834
+2%
增持
IGSB
ISHARES TR
+$854.3K
1,415,266
+0%
增持
IWB
ISHARES TR
+$846.4K
17,081
+6%
增持
LQDH
ISHARES U S ETF TR
+$808.1K
823,462
+1%
增持
FLOT
ISHARES TR
+$807.0K
514,361
+3%
减持
ABT
ABBOTT LABS
+$728.9K
240,915
-0%
增持
NFLX
NETFLIX INC
+$716.1K
1,509
+9%
减持
EMNT
PIMCO ETF TR
-$713.0K
43,971
-14%
增持
ISTB
ISHARES TR
+$690.5K
565,858
+2%
增持
MINT
PIMCO ETF TR
+$689.8K
290,716
+3%
建仓
UPS
UNITED PARCEL SERVICE INC
+$688.0K
6,816
减持
WM
WASTE MGMT INC DEL
-$652.9K
133,350
-1%
清仓
SCHK
SCHWAB STRATEGIC TR
-$647.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$627.9K
521,902
+2%
增持
KMB
KIMBERLY-CLARK CORP
-$614.9K
50,812
+1%
减持
MGC
VANGUARD WORLD FD
+$607.5K
39,739
-4%
增持
SCHM
SCHWAB STRATEGIC TR
+$606.5K
88,693
+24%
建仓
—
TRANE TECHNOLOGIES PLC
+$595.3K
1,361
增持
LMT
LOCKHEED MARTIN CORP
+$563.3K
16,972
+4%
增持
CVX
CHEVRON CORP NEW
-$562.6K
33,933
+5%
增持
PG
PROCTER AND GAMBLE CO
-$559.7K
53,569
+0%
减持
QQQ
INVESCO QQQ TR
+$547.0K
17,871
-10%
增持
ZTS
ZOETIS INC
-$534.5K
131,805
+3%
减持
MA
MASTERCARD INCORPORATED
+$533.4K
101,666
-2%
清仓
PANW
PALO ALTO NETWORKS INC
-$529.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
+$521.4K
268,527
-2%
清仓
PM
PHILIP MORRIS INTL INC
-$492.7K
0
-100%
增持
GBF
ISHARES TR
+$489.6K
186,809
+2%
减持
SDY
SPDR SERIES TRUST
-$481.7K
698,829
-1%
增持
SUB
ISHARES TR
+$477.3K
12,883
+52%
增持
SUSA
ISHARES TR
+$471.9K
31,257
+3%
增持
TLH
ISHARES TR
-$467.2K
791,228
+2%
减持
V
VISA INC
-$461.6K
175,631
-2%
增持
DES
WISDOMTREE TR
+$441.6K
324,885
+5%
建仓
SPEM
SPDR INDEX SHS FDS
+$426.8K
9,985
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$422.9K
28,987
-44%
减持
ORCL
ORACLE CORP
+$416.5K
5,687
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$406.1K
2,115
-39%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$396.9K
9,388
增持
IUSB
ISHARES TR
+$396.3K
930,533
+1%
增持
PEP
PEPSICO INC
-$392.5K
38,661
+5%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$391.8K
7,261
减持
AMD
ADVANCED MICRO DEVICES INC
+$362.7K
11,694
-7%
建仓
MO
ALTRIA GROUP INC
+$357.2K
6,092
增持
USIG
ISHARES TR
+$345.9K
247,122
+2%
增持
—
UNILEVER PLC
+$344.6K
134,934
+2%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$338.1K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$337.6K
3,058
+85%
减持
VOO
VANGUARD INDEX FDS
+$328.7K
10,775
-4%
增持
DON
WISDOMTREE TR
+$326.0K
228,361
+2%
增持
IMTB
ISHARES TR
+$318.6K
457,236
+1%
增持
PFE
PFIZER INC
+$315.5K
820,468
+6%
建仓
T
AT&T INC
+$308.5K
10,659
建仓
DFCF
DIMENSIONAL ETF TRUST
+$303.8K
7,189
建仓
AVSC
AMERICAN CENTY ETF TR
+$301.5K
5,846
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$290.4K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$285.4K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$282.0K
28,489
-7%
清仓
UNH
UNITEDHEALTH GROUP INC
-$281.0K
0
-100%
建仓
IBND
SPDR SERIES TRUST
+$278.0K
8,531
减持
SCHF
SCHWAB STRATEGIC TR
+$275.1K
236,930
-6%
清仓
NICE
NICE LTD
-$274.6K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$271.3K
4,259
建仓
AVDV
AMERICAN CENTY ETF TR
+$269.6K
3,401
增持
CTAS
CINTAS CORP
+$258.2K
17,692
+10%
增持
USSG
DBX ETF TR
+$254.5K
30,279
+4%
增持
SUSB
ISHARES TR
+$251.9K
341,472
+2%
增持
AMAT
APPLIED MATLS INC
+$247.6K
6,196
+1%
增持
DHR
DANAHER CORPORATION
+$246.5K
182,777
+4%
增持
VNQ
VANGUARD INDEX FDS
+$245.9K
28,873
+12%
建仓
—
HERITAGE COMM CORP
+$245.3K
24,700
增持
VHT
VANGUARD WORLD FD
-$243.5K
18,526
+1%
建仓
BWX
SPDR SERIES TRUST
+$236.7K
10,078
建仓
DUSB
DIMENSIONAL ETF TRUST
+$235.4K
4,638
增持
IGIB
ISHARES TR
+$231.9K
122,952
+2%
建仓
NOW
SERVICENOW INC
+$230.1K
303
清仓
SRE
SEMPRA
-$228.8K
0
-100%
减持
VCR
VANGUARD WORLD FD
+$227.1K
6,547
-1%
建仓
SCHR
SCHWAB STRATEGIC TR
+$224.5K
8,968
建仓
CEG
CONSTELLATION ENERGY CORP
+$223.5K
831
减持
TFLO
ISHARES TR
-$210.7K
39,063
-10%
清仓
SCHV
SCHWAB STRATEGIC TR
-$208.7K
0
-100%
建仓
IYY
ISHARES TR
+$208.2K
1,380
清仓
TCHP
T ROWE PRICE ETF INC
-$207.9K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$207.0K
2,096
建仓
IWN
ISHARES TR
+$204.7K
1,298
