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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 78
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$49.1M
874,091
+3%
清仓
ANSS
ANSYS INC
-$24.8M
0
-100%
减持
GOOGL
ALPHABET INC
+$20.5M
320,517
-1%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.9M
104,101
+39%
减持
FTV
FORTIVE CORP
-$15.8M
12,800
-96%
建仓
SNPS
SYNOPSYS INC
+$13.1M
26,577
增持
JNJ
JOHNSON & JOHNSON
+$10.1M
289,713
+1%
增持
AGG
ISHARES TR
+$9.5M
1,538,979
+5%
增持
IJR
ISHARES TR
+$8.7M
836,705
+1%
增持
IEMG
ISHARES INC
+$8.4M
1,289,247
+1%
增持
PYLD
PIMCO ETF TR
+$7.6M
2,816,707
+10%
减持
IGM
ISHARES TR
+$7.3M
630,972
-2%
增持
IVV
ISHARES TR
+$6.1M
118,547
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$5.7M
215,989
+1%
增持
—
ASML HOLDING N V
+$5.4M
29,973
+2%
增持
GOOG
ALPHABET INC
+$5.4M
45,920
+41%
减持
TJX
TJX COS INC NEW
+$5.0M
254,952
-1%
减持
VUG
VANGUARD INDEX FDS
+$4.9M
146,185
-2%
增持
LLY
ELI LILLY & CO
+$4.6M
57,434
+14%
增持
COST
COSTCO WHSL CORP NEW
-$4.5M
71,576
+0%
增持
CL
COLGATE PALMOLIVE CO
-$4.3M
528,099
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$4.2M
226,525
+1%
增持
LQDH
ISHARES U S ETF TR
+$4.1M
857,526
+4%
增持
MSFT
MICROSOFT CORP
+$4.0M
177,035
+1%
增持
IJH
ISHARES TR
+$3.9M
1,035,714
+1%
减持
BX
BLACKSTONE INC
+$3.6M
185,199
-1%
减持
IDU
ISHARES TR
+$3.5M
610,713
-1%
减持
MRK
MERCK & CO INC
-$3.4M
6,123
-88%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.4M
39,886
+51%
清仓
RAL
RALLIANT CORP
-$3.4M
0
-100%
增持
ROST
ROSS STORES INC
+$3.3M
118,960
+2%
减持
DIS
DISNEY WALT CO
-$3.2M
286,017
-1%
增持
TLH
ISHARES TR
+$3.1M
810,187
+2%
减持
SDY
SPDR SERIES TRUST
+$2.9M
698,199
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.9M
39,366
-2%
增持
TSLA
TESLA INC
+$2.8M
29,345
+2%
增持
AMT
AMERICAN TOWER CORP NEW
-$2.7M
106,503
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
25,845
+10%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.5M
165,149
-0%
减持
PAVE
GLOBAL X FDS
+$2.4M
638,731
-1%
增持
IGSB
ISHARES TR
+$2.3M
1,451,193
+3%
增持
QCOM
QUALCOMM INC
+$2.3M
184,069
+3%
增持
STIP
ISHARES TR
+$2.3M
762,548
+3%
增持
V
VISA INC
-$2.2M
176,369
+0%
增持
PFE
PFIZER INC
+$2.0M
860,262
+5%
增持
SUSA
ISHARES TR
+$2.0M
43,619
+40%
增持
FLOT
ISHARES TR
+$1.9M
551,683
+7%
减持
NVDA
NVIDIA CORPORATION
+$1.8M
97,128
-6%
增持
EAGG
ISHARES TR
+$1.8M
420,923
+9%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.7M
1,378,648
-6%
增持
AFL
AFLAC INC
+$1.7M
234,300
+1%
增持
SPTL
SPDR SERIES TRUST
+$1.7M
2,094,817
+2%
增持
DHR
DANAHER CORPORATION
+$1.6M
190,417
+4%
增持
SYK
STRYKER CORPORATION
-$1.6M
69,766
+1%
增持
MINT
PIMCO ETF TR
+$1.6M
306,083
+5%
增持
IUSB
ISHARES TR
+$1.6M
954,445
+3%
增持
—
EXXON MOBIL CORP
+$1.6M
27,062
+95%
增持
AVGO
BROADCOM INC
+$1.5M
30,192
+3%
增持
QQQ
INVESCO QQQ TR
+$1.5M
18,959
+6%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
12,463
+16%
减持
EFA
ISHARES TR
+$1.4M
417,034
-1%
减持
COF
CAPITAL ONE FINL CORP
-$1.1M
126,929
-4%
减持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
954,376
-3%
减持
AXP
AMERICAN EXPRESS CO
+$1.1M
107,056
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
537,335
+3%
增持
MA
MASTERCARD INCORPORATED
+$947.3K
102,367
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$941.2K
6,926
+102%
增持
IMTB
ISHARES TR
+$908.4K
471,820
+3%
建仓
RBLX
ROBLOX CORP
+$893.6K
6,451
减持
WMT
WALMART INC
+$890.8K
298,806
-2%
增持
ADI
ANALOG DEVICES INC
+$881.0K
125,699
+0%
增持
WM
WASTE MGMT INC DEL
-$821.8K
135,282
+1%
增持
DES
WISDOMTREE TR
+$819.2K
330,688
+2%
增持
ISTB
ISHARES TR
+$807.7K
580,194
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$800.2K
17,275
-40%
增持
GS
GOLDMAN SACHS GROUP INC
+$798.3K
1,813
+99%
增持
LMT
LOCKHEED MARTIN CORP
+$788.8K
17,326
+2%
减持
NVO
NOVO-NORDISK A S
-$787.6K
41,840
-7%
减持
IXP
ISHARES TR
+$758.5K
79,706
-2%
减持
VV
VANGUARD INDEX FDS
+$751.3K
45,700
-2%
减持
AMZN
AMAZON COM INC
-$727.0K
311,833
-1%
增持
ZTS
ZOETIS INC
-$712.3K
135,612
+3%
增持
GBF
ISHARES TR
+$709.6K
191,932
+3%
增持
DON
WISDOMTREE TR
+$673.1K
231,712
+1%
减持
MCD
MCDONALDS CORP
+$655.6K
79,243
-1%
减持
MGC
VANGUARD WORLD FD
+$653.8K
39,296
-1%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$585.2K
58,868
+67%
增持
ORCL
ORACLE CORP
+$531.9K
6,312
+11%
增持
USIG
ISHARES TR
+$501.9K
253,042
+2%
增持
BOND
PIMCO ETF TR
+$495.2K
98,988
+4%
增持
IGIB
ISHARES TR
+$486.5K
130,128
+6%
减持
KO
COCA COLA CO
-$470.8K
99,977
-0%
增持
VHT
VANGUARD WORLD FD
+$464.7K
19,512
+5%
建仓
AXTI
AXT INC
+$457.5K
101,900
减持
SPSB
SPDR SERIES TRUST
-$457.1K
164,394
-9%
减持
IEFA
ISHARES TR
-$445.3K
8,254
-41%
建仓
IWY
ISHARES TR
+$434.7K
1,589
减持
IDV
ISHARES TR
+$434.5K
390,027
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$431.5K
125,709
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$429.4K
104,582
+3%
增持
CVX
CHEVRON CORP NEW
+$427.9K
34,045
+0%
增持
PEP
PEPSICO INC
+$421.0K
39,346
+2%
清仓
ASPI
ASP ISOTOPES INC
-$419.3K
0
-100%
建仓
GLD
SPDR GOLD TR
+$401.8K
1,212
清仓
DFUV
DIMENSIONAL ETF TRUST
-$396.9K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$379.0K
4,393
+76%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$361.0K
25,643
+24%
增持
INTC
INTEL CORP
+$354.3K
25,412
+14%
建仓
UNH
UNITEDHEALTH GROUP INC
+$340.6K
986
增持
VYM
VANGUARD WHITEHALL FDS
+$330.1K
6,785
+44%
建仓
A
AGILENT TECHNOLOGIES INC
+$329.1K
2,564
减持
—
UNILEVER PLC
-$326.5K
133,728
-1%
增持
MS
MORGAN STANLEY
+$326.3K
7,038
+25%
建仓
GE
GE AEROSPACE
+$320.7K
1,066
建仓
HPQ
HP INC
+$317.9K
11,674
减持
SPAB
SPDR SERIES TRUST
-$305.3K
108,309
-11%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$303.8K
0
-100%
增持
CMF
ISHARES TR
+$294.4K
22,654
+27%
增持
META
META PLATFORMS INC
+$289.1K
7,473
+6%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$285.6K
138,546
-13%
增持
ABT
ABBOTT LABS
-$281.8K
242,534
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$275.0K
11,956
+2%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$271.3K
0
-100%
清仓
PSK
SPDR SERIES TRUST
-$270.2K
0
-100%
增持
STPZ
PIMCO ETF TR
+$269.2K
29,059
+20%
增持
CTAS
CINTAS CORP
-$266.3K
18,615
+5%
建仓
EVR
EVERCORE INC
+$254.7K
755
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$247.8K
10,090
增持
SCHM
SCHWAB STRATEGIC TR
+$243.4K
92,146
+4%
增持
T
AT&T INC
+$242.6K
19,514
+83%
减持
DSI
ISHARES TR
-$240.6K
6,975
-28%
减持
KMB
KIMBERLY-CLARK CORP
-$240.5K
50,749
-0%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$239.6K
2,829
清仓
BWX
SPDR SERIES TRUST
-$236.7K
0
-100%
清仓
DUSB
DIMENSIONAL ETF TRUST
-$235.4K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$233.0K
1,043
建仓
RDDT
REDDIT INC
+$230.0K
1,000
建仓
BNY
BANK NEW YORK MELLON CORP
+$228.8K
2,099
建仓
PANW
PALO ALTO NETWORKS INC
+$226.8K
1,114
清仓
SCHR
SCHWAB STRATEGIC TR
-$224.5K
0
-100%
建仓
KLAC
KLA CORP
+$223.3K
207
清仓
MRSH
MARSH & MCLENNAN COS INC
-$220.8K
0
-100%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$220.2K
1,259
减持
—
TRANE TECHNOLOGIES PLC
-$219.8K
890
-35%
建仓
VBK
VANGUARD INDEX FDS
+$219.6K
738
建仓
BND
VANGUARD BD INDEX FDS
+$218.6K
2,939
减持
ECL
ECOLAB INC
+$217.7K
100,372
-1%
减持
TFLO
ISHARES TR
-$215.9K
34,841
-11%
建仓
GD
GENERAL DYNAMICS CORP
+$214.8K
630
建仓
XLK
SELECT SECTOR SPDR TR
+$212.2K
987
