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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 82
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$29.4M
391,607
增持
EFA
ISHARES TR
+$23.7M
657,616
+57%
增持
MSFT
MICROSOFT CORP
-$17.5M
198,797
+5%
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
-$17.0M
860,480
-1%
增持
IEMG
ISHARES INC
+$11.8M
1,409,584
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$11.4M
1,043,918
-26%
增持
COST
COSTCO WHOLESALE CORPORATION
+$10.7M
74,773
+1%
减持
GOOGL
ALPHABET INC
-$10.4M
303,936
-3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$9.4M
1,555,452
-20%
减持
JNJ
JOHNSON & JOHNSON
+$9.3M
282,650
-2%
减持
VUG
VANGUARD INDEX FDS
-$9.0M
136,915
-3%
增持
LLY
ELI LILLY & CO
-$8.7M
56,684
+0%
增持
AGG
ISHARES TR
+$8.2M
1,685,577
+6%
减持
IVV
ISHARES TR
-$8.0M
106,457
-6%
减持
COF
CAPITAL ONE FINL CORP
-$7.8M
118,700
-2%
减持
IGM
ISHARES TR
-$7.2M
620,654
-1%
增持
QCOM
QUALCOMM INC
-$6.8M
190,449
+4%
增持
AXP
AMERICAN EXPRESS CO
-$6.7M
105,338
+1%
增持
V
VISA INC
-$6.7M
184,744
+3%
增持
AMZN
AMAZON COM INC
-$6.5M
327,799
+1%
增持
TLH
ISHARES TR
+$6.2M
862,821
+9%
增持
MA
MASTERCARD INCORPORATED
-$6.1M
105,871
+2%
增持
PFE
PFIZER INC
+$6.1M
943,250
+15%
增持
BX
BLACKSTONE INC
-$5.9M
199,657
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.8M
552,366
+3%
减持
—
ASML HLDG NV
+$5.5M
28,124
-5%
减持
DIS
DISNEY WALT CO
-$5.2M
279,068
-1%
增持
JPM
JPMORGAN CHASE & CO
-$5.0M
215,812
+1%
减持
ADI
ANALOG DEVICES INC
+$4.9M
122,627
-4%
增持
CL
COLGATE PALMOLIVE CO
+$4.9M
553,406
+3%
减持
IDU
ISHARES TR
+$4.5M
606,250
-0%
增持
ABT
ABBOTT LABORATORIES
-$4.3M
257,094
+5%
减持
ROST
ROSS STORES INC
+$3.9M
115,851
-1%
增持
STIP
ISHARES TR
+$3.7M
825,668
+3%
减持
WMT
WALMART INC
+$3.4M
297,503
-1%
减持
IJR
ISHARES TR
+$3.2M
838,038
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$3.1M
44,722
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$2.9M
44,815
+231%
增持
PYLD
PIMCO ETF TR
+$2.8M
3,189,827
+5%
增持
IJH
ISHARES TR
+$2.6M
1,058,158
+1%
增持
LQDH
ISHARES U S ETF TR
+$2.5M
929,645
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.5M
42,389
+5%
增持
GOOG
ALPHABET INC
+$2.5M
70,474
+24%
增持
QQQ
INVESCO QQQ TR
+$2.4M
26,563
+26%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.3M
326,964
-19%
增持
AMT
AMERICAN TOWER CORP
+$2.3M
113,264
+15%
增持
LRCX
LAM RESEARCH CORP
+$2.3M
13,511
+278%
增持
CVX
CHEVRON CORPORATION
+$2.1M
35,776
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$2.1M
17,233
+0%
减持
DHR
DANAHER CORP DEL
-$2.1M
14,685
-31%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.1M
14,256
+309%
增持
BAI
BLACKROCK ETF TRUST
+$2.1M
1,478,750
+6%
增持
IGSB
ISHARES TR
+$2.0M
1,548,529
+3%
增持
—
EXXON MOBIL CORP
+$2.0M
35,859
+6%
增持
SPTL
SPDR SERIES TRUST
+$1.8M
2,215,071
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
127,830
+16%
减持
AVGO
BROADCOM INC
-$1.7M
37,329
-6%
增持
FLOT
ISHARES TR
+$1.7M
678,038
+5%
增持
WM
WASTE MGMT INC DEL
+$1.7M
135,862
+0%
减持
PAVE
GLOBAL X FDS
+$1.6M
630,654
-1%
增持
MINT
PIMCO ETF TR
+$1.6M
332,676
+5%
减持
SNPS
SYNOPSYS INC
-$1.6M
18,040
-3%
增持
IUSB
ISHARES TR
+$1.5M
1,044,684
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
44,642
+52%
增持
MCD
MCDONALDS CORP
+$1.3M
85,784
+3%
减持
TSLA
TESLA INC
-$1.3M
29,201
-0%
增持
HACK
AMPLIFY ETF TR
-$1.3M
309,728
+1%
减持
ZTS
ZOETIS INC
-$1.2M
100,293
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
112,112
+2%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
14,848
+21%
增持
SYK
STRYKER CORPORATION
-$1.1M
70,976
+2%
减持
TJX
TJX COS INC NEW
+$1.1M
249,792
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$893.3K
56,555
+25%
减持
SDY
SPDR SERIES TRUST
+$882.7K
629,425
-4%
增持
UL
UNILEVER PLC
-$855.6K
125,462
+3%
增持
EAGG
ISHARES TR
+$836.7K
455,014
+5%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$828.1K
2
-33%
减持
VV
VANGUARD INDEX FDS
-$820.3K
44,178
-1%
增持
ISTB
ISHARES TR
+$786.3K
632,675
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$763.5K
23,789
-1%
建仓
CPRT
COPART INC
+$752.8K
22,676
增持
GBF
ISHARES TR
+$750.6K
209,614
+4%
减持
DES
WISDOMTREE TR
+$734.0K
329,246
-1%
减持
KO
COCA COLA CO
+$729.7K
102,292
-0%
建仓
ITW
ILLINOIS TOOL WKS INC
+$714.2K
2,744
增持
SCHA
SCHWAB STRATEGIC TR
+$667.7K
144,012
+17%
减持
IDV
ISHARES TR
+$660.7K
374,049
-3%
增持
ABBV
ABBVIE INC
+$658.7K
5,478
+135%
减持
MGC
VANGUARD WORLD FD
-$607.7K
38,564
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$598.8K
9,573
+44%
减持
BOND
PIMCO ETF TR
-$596.3K
98,463
-5%
减持
PEP
PEPSICO INC
+$593.6K
40,147
-0%
减持
AMAT
APPLIED MATLS INC
+$577.7K
7,078
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$553.3K
180,916
-12%
增持
J
JACOBS SOLUTIONS INC
+$543.4K
6,447
+208%
增持
NVO
NOVO-NORDISK A S
-$535.3K
41,068
+2%
增持
—
CHUBB LTD SWITZ
+$533.6K
2,320
+225%
增持
ORCL
ORACLE CORP
-$533.0K
14,549
+6%
增持
IMTB
ISHARES TR
+$523.9K
516,269
+3%
增持
ECL
ECOLAB INC
+$523.8K
102,043
+1%
清仓
—
PIPER SANDLER COMPANIES
-$510.2K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$506.7K
230,211
+1%
减持
MCK
MCKESSON CORP
-$498.5K
272
-70%
建仓
DXJ
WISDOMTREE TR
+$493.2K
3,110
建仓
GEV
GE VERNOVA INC
+$491.8K
563
建仓
IJK
ISHARES TR
+$484.9K
4,819
减持
IXP
ISHARES TR
-$476.8K
72,847
-0%
增持
SMH
VANECK ETF TRUST
+$456.7K
13,698
+3%
建仓
PIPR
PIPER SANDLER COMPANIES
+$455.9K
5,956
增持
GLW
CORNING INC
+$443.2K
8,439
+5%
增持
WFC
WELLS FARGO & CO
+$434.0K
11,113
+136%
增持
BIL
SPDR SERIES TRUST
+$433.9K
8,434
+127%
减持
SPAB
SPDR SERIES TRUST
-$423.2K
105,494
-13%
减持
IWB
ISHARES TR
-$423.1K
15,971
-3%
建仓
MTUM
ISHARES TR
+$420.9K
1,754
增持
USIG
ISHARES TR
+$420.3K
276,626
+4%
减持
CSCO
CISCO SYS INC
-$413.3K
21,822
-20%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$410.8K
7,600
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$403.4K
167,853
+1%
清仓
YUM
YUM BRANDS INC
-$381.9K
0
-100%
增持
INTU
INTUIT
-$377.7K
1,729
+2%
建仓
INFL
LISTED FDS TR
+$376.9K
7,240
增持
PG
PROCTER & GAMBLE CO
+$374.4K
58,062
+4%
增持
SHV
ISHARES TR
+$370.8K
19,900
+20%
清仓
SCCR
SCHWAB STRATEGIC TR
-$369.5K
0
-100%
减持
CRM
SALESFORCE INC
-$350.7K
1,493
-37%
清仓
NTES
NETEASE INC
-$329.9K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$327.4K
5,092
-46%
增持
VNQ
VANGUARD INDEX FDS
+$318.5K
33,930
+12%
增持
IGIB
ISHARES TR
+$312.5K
143,443
+6%
增持
BAC
BANK AMERICA CORP
+$310.9K
20,635
+65%
增持
VTV
VANGUARD INDEX FDS
+$308.2K
28,556
+3%
建仓
GD
GENERAL DYNAMICS CORP
+$305.4K
890
减持
IYZ
ISHARES TR
+$299.6K
69,088
-3%
增持
VHT
VANGUARD WORLD FD
-$299.3K
19,363
+0%
建仓
QUAL
ISHARES TR
+$297.5K
1,551
建仓
VYMI
VANGUARD WHITEHALL FDS
+$289.2K
3,068
增持
MRK
MERCK & CO INC
+$288.1K
6,187
+43%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$285.9K
3,779
增持
GILD
GILEAD SCIENCES INC
+$274.7K
4,697
+52%
减持
ADBE
ADOBE INC
-$271.8K
1,423
-19%
清仓
OTEX
OPEN TEXT CORP
-$270.4K
0
-100%
建仓
IWR
ISHARES TR
+$268.8K
2,764
增持
MPC
MARATHON PETE CORP
+$268.0K
3,259
+0%
清仓
APH
AMPHENOL CORP NEW
-$266.8K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$260.1K
5,093
+52%
减持
VGT
VANGUARD WORLD FD
-$257.2K
658
-31%
增持
TRV
TRAVELERS COMPANIES INC
+$254.8K
2,587
+50%
增持
CAT
CATERPILLAR INC
+$253.6K
1,326
+4%
建仓
UBER
UBER TECHNOLOGIES INC
+$252.0K
3,503
