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Dakota Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Dakota Wealth Management
报告期 2026-03-31 · CIK 0001631353
持仓数
766
前50大市值合计
$2.63B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 34
增持 52
减持 44
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
MELI
MERCADOLIBRE INC
+$9.4M
5,608
清仓
INTC
INTEL CORP
-$7.0M
0
-100%
增持
MRK
MERCK & CO INC
+$6.9M
95,684
+2886%
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。
建仓
MRNA
MODERNA INC
+$6.4M
16,645
减持
—
EATON CORP PLC
-$6.3M
10,346
-80%
减持
ABBV
ABBVIE INC
-$5.7M
23,843
-67%
增持
SHY
ISHARES TR
+$5.5M
74,644
+571%
增持
CTAS
CINTAS CORP
+$5.5M
18,702
+334%
清仓
EA
ELECTRONIC ARTS INC
-$5.1M
0
-100%
增持
LLY
LILLY ELI & CO
+$5.0M
29,920
+251%
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$4.8M
42,517
减持
WMT
WALMART INC
-$4.5M
18,737
-63%
增持
FLOT
ISHARES TR
+$4.4M
93,116
+1167%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$4.0M
9,972
-40%
减持
CVX
CHEVRON CORP NEW
-$4.0M
104,934
-25%
减持
WHR
WHIRLPOOL CORP
-$3.9M
1,286
-93%
清仓
VLO
VALERO ENERGY CORP
-$3.9M
0
-100%
增持
LOW
LOWES COS INC
+$3.8M
23,859
+360%
建仓
EMR
EMERSON ELEC CO
+$3.7M
39,387
增持
PM
PHILIP MORRIS INTL INC
+$3.5M
63,511
+154%
清仓
LQD
ISHARES TR
-$3.5M
0
-100%
减持
—
OZON HLDGS PLC
-$3.5M
55,000
-49%
增持
PFF
ISHARES TR
+$3.1M
295,711
+38%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$3.0M
0
-100%
建仓
GNRC
GENERAC HLDGS INC
+$2.9M
7,182
减持
INTU
INTUIT
-$2.8M
5,480
-54%
增持
AAPL
APPLE INC
+$2.8M
263,511
+5%
增持
HD
HOME DEPOT INC
+$2.8M
37,211
+26%
增持
SYK
STRYKER CORPORATION
+$2.4M
12,196
+300%
增持
GOOGL
ALPHABET INC
+$2.2M
6,981
+4%
减持
BA
BOEING CO
-$2.2M
9,994
-46%
增持
SBUX
STARBUCKS CORP
+$2.1M
76,072
+35%
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$2.1M
8,961
增持
MSFT
MICROSOFT CORP
+$2.1M
125,634
+2%
增持
DHR
DANAHER CORPORATION
+$2.0M
33,811
+9%
减持
SHW
SHERWIN WILLIAMS CO
-$1.8M
8,479
-45%
减持
QCOM
QUALCOMM INC
-$1.7M
1,786
-87%
减持
EEM
ISHARES TR
-$1.7M
123,175
-14%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$1.6M
61,267
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$1.5M
66,760
-59%
建仓
VTEB
VANGUARD MUN BD FDS
+$1.5M
27,800
增持
ISRG
INTUITIVE SURGICAL INC
+$1.5M
2,201
+193%
减持
PYPL
PAYPAL HLDGS INC
-$1.4M
7,912
-34%
减持
—
PIONEER NAT RES CO
-$1.4M
1,630
-84%
增持
ORCL
ORACLE CORP
+$1.3M
133,384
+1%
清仓
BNY
BANK NEW YORK MELLON CORP
-$1.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$1.3M
21,393
-10%
增持
—
JOHNSON CTLS INTL PLC
+$1.2M
24,351
+276%
减持
UBER
UBER TECHNOLOGIES INC
-$1.1M
6,087
-78%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.1M
34,916
-4%
减持
IWM
ISHARES TR
-$1.1M
40,737
-6%
清仓
—
BLACKROCK MUNIHLDGS NY QLTY
-$1.0M
0
-100%
建仓
SE
SEA LTD
+$1.0M
3,167
减持
DOW
DOW INC
-$1.0M
4,087
-79%
减持
JPM
JPMORGAN CHASE & CO
+$983.0K
122,632
-0%
建仓
CFG
CITIZENS FINL GROUP INC
+$959.0K
20,416
减持
EIM
EATON VANCE MUN BD FD
-$900.0K
104,180
-38%
增持
AMZN
AMAZON COM INC
+$895.0K
9,059
+8%
增持
MSCI
MSCI INC
+$863.0K
8,426
+5%
清仓
XLI
SELECT SECTOR SPDR TR
-$848.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$837.0K
1,747
清仓
GM
GENERAL MTRS CO
-$836.0K
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$836.0K
2,379
-60%
建仓
—
INMODE LTD
+$813.0K
5,101
减持
NEE
NEXTERA ENERGY INC
-$807.0K
123,556
-14%
建仓
DKS
DICKS SPORTING GOODS INC
+$787.0K
6,570
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$778.0K
7,993
+58%
清仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$745.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$725.0K
10,228
+487%
增持
ESS
ESSEX PPTY TR INC
+$722.0K
36,507
+0%
清仓
DNP
DNP SELECT INCOME FD INC
-$717.0K
0
-100%
建仓
—
ASML HOLDING N V
+$694.0K
931
清仓
FDX
FEDEX CORP
-$691.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$690.0K
39,990
-6%
减持
MYI
BLACKROCK MUNIYIELD QUALITY
-$675.0K
68,089
-40%
增持
COST
COSTCO WHSL CORP NEW
+$651.0K
8,678
+6%
增持
GS
GOLDMAN SACHS GROUP INC
+$643.0K
10,561
+20%
增持
V
VISA INC
+$632.0K
84,330
+9%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$627.0K
13,938
+6%
增持
—
ACKRELL SPAC PARTNERS I CO
+$593.0K
73,000
+421%
建仓
DOCS
DOXIMITY INC
+$583.0K
7,220
建仓
SQ
SQUARE INC
+$542.0K
2,258
增持
NFLX
NETFLIX INC
+$533.0K
1,835
+65%
减持
IWF
ISHARES TR
-$524.0K
100,947
-3%
建仓
ZS
ZSCALER INC
+$520.0K
1,984
减持
XMVFX
BLACKROCK MUNIVEST FD INC
-$510.0K
26,500
-66%
减持
EFA
ISHARES TR
-$500.0K
89,433
-6%
清仓
AMGN
AMGEN INC
-$495.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$488.0K
19,324
+21%
增持
BX
BLACKSTONE INC
+$485.0K
7,611
+85%
增持
EW
EDWARDS LIFESCIENCES CORP
+$484.0K
26,022
+9%
增持
BND
VANGUARD BD INDEX FDS
+$482.0K
21,097
+37%
增持
SYY
SYSCO CORP
+$480.0K
30,521
+24%
增持
GLD
SPDR GOLD TR
+$479.0K
39,079
+9%
增持
CNQ
CANADIAN NAT RES LTD
+$474.0K
125,041
+11%
减持
PGR
PROGRESSIVE CORP
-$473.0K
35,915
-5%
增持
ULTA
ULTA BEAUTY INC
+$459.0K
12,323
+7%
建仓
TLT
ISHARES TR
+$453.0K
3,140
建仓
—
STONEBRIDGE ACQUISITION CORP
+$444.0K
44,800
建仓
INVH
INVITATION HOMES INC
+$443.0K
11,566
建仓
AFRM
AFFIRM HLDGS INC
+$440.0K
3,692
增持
SUB
ISHARES TR
+$433.0K
19,251
+27%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$432.0K
25,349
+115%
增持
OEF
ISHARES TR
+$430.0K
38,425
+5%
增持
TGT
TARGET CORP
+$424.0K
15,536
+20%
建仓
ABNB
AIRBNB INC
+$423.0K
2,523
增持
SPYM
SPDR SER TR
+$421.0K
37,254
+29%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$417.0K
8,733
+27%
增持
PAYX
PAYCHEX INC
+$414.0K
26,071
+11%
增持
META
FACEBOOK INC
+$414.0K
44,431
+5%
建仓
DLR
DIGITAL RLTY TR INC
+$409.0K
2,837
减持
AXP
AMERICAN EXPRESS CO
-$400.0K
8,135
-24%
减持
COF
CAPITAL ONE FINL CORP
-$390.0K
69,847
-8%
减持
SJNK
SPDR SER TR
-$389.0K
160,471
-7%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$379.0K
243,950
-6%
增持
IVV
ISHARES TR
+$379.0K
9,216
+10%
增持
QUAL
ISHARES TR
+$372.0K
70,433
+5%
减持
XNIEX
VIRTUS ALLIANZGI EQUITY & CO
-$368.0K
8,930
-57%
清仓
CBZ
CBIZ INC
-$361.0K
0
-100%
增持
SPSM
SPDR SER TR
+$360.0K
17,082
+104%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$358.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$355.0K
5,838
+21%
建仓
—
MATTERPORT INC
+$345.0K
18,232
增持
SHOP
SHOPIFY INC
+$344.0K
1,284
+34%
增持
TXN
TEXAS INSTRS INC
+$342.0K
7,647
+30%
清仓
—
BLUE WTR ACQUISITION CORP
-$338.0K
0
-100%
建仓
SGOL
ABERDEEN STD GOLD ETF TR
+$334.0K
19,816
建仓
OPRX
OPTIMIZERX CORP
+$333.0K
3,892
建仓
CG
CARLYLE GROUP INC
+$331.0K
7,000
减持
ICF
ISHARES TR
-$330.0K
52,394
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$330.0K
33,378
-7%
减持
IWO
ISHARES TR
-$322.0K
13,135
-2%
减持
IGIB
ISHARES TR
-$312.0K
52,382
-8%
清仓
—
TECHTARGET INC
-$310.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$305.0K
56,473
-2%
清仓
XBI
SPDR SER TR
-$295.0K
0
-100%
减持
—
EATON VANCE CALIF MUN BD FD
-$283.0K
127,362
-16%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$281.0K
17,170
-38%
减持
CRM
SALESFORCE COM INC
+$281.0K
11,475
-1%
建仓
A
AGILENT TECHNOLOGIES INC
+$278.0K
1,764
建仓
—
MEDTRONIC PLC
+$271.0K
2,158
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$263.0K
1,130
建仓
ACWI
ISHARES TR
+$263.0K
2,633
建仓
—
AON PLC
+$261.0K
914
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$260.0K
92,720
-5%
建仓
IEUR
ISHARES TR
+$259.0K
4,614
增持
PEP
PEPSICO INC
+$258.0K
11,021
+17%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$258.0K
0
-100%
建仓
U
UNITY SOFTWARE INC
+$257.0K
2,039
清仓
PSX
PHILLIPS 66
-$256.0K
0
-100%
