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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 39
增持 60
减持 33
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$17.6M
197,039
+54%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.7M
48,800
+467%
增持
—
ACCENTURE PLC IRELAND
+$12.0M
39,327
+1212%
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
GOOG
ALPHABET INC
+$12.0M
5,904
+282%
增持
JNJ
JOHNSON & JOHNSON
+$10.7M
78,718
+308%
建仓
DE
DEERE & CO
+$10.6M
25,502
增持
WM
WASTE MGMT INC DEL
+$10.2M
65,671
+4525%
减持
DHR
DANAHER CORPORATION
-$9.6M
7,493
-79%
增持
PFE
PFIZER INC
+$9.5M
207,601
+866%
增持
NEE
NEXTERA ENERGY INC
+$9.4M
235,643
+107%
增持
ABT
ABBOTT LABS
+$9.2M
91,535
+665%
增持
ZTS
ZOETIS INC
+$8.4M
74,249
+226%
清仓
CTAS
CINTAS CORP
-$8.4M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$7.8M
89,573
-29%
增持
CVX
CHEVRON CORP NEW
+$7.7M
125,569
+15%
增持
PEP
PEPSICO INC
+$7.3M
54,953
+414%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$7.2M
79,505
增持
CMCSA
COMCAST CORP NEW
+$7.2M
174,597
+773%
增持
BDX
BECTON DICKINSON & CO
+$7.1M
28,111
+1959%
减持
NKE
NIKE INC
-$6.8M
31,163
-53%
增持
DIS
DISNEY WALT CO
+$6.8M
78,951
+204%
增持
QQQ
INVESCO QQQ TR
+$6.4M
28,649
+186%
建仓
TFC
TRUIST FINL CORP
+$6.3M
110,235
增持
PGR
PROGRESSIVE CORP
+$6.2M
86,913
+143%
建仓
COR
AMERISOURCEBERGEN CORP
+$6.1M
39,640
建仓
MKC
MCCORMICK & CO INC
+$6.1M
61,055
增持
—
WILLIS TOWERS WATSON PLC LTD
+$6.0M
27,182
+1477%
建仓
GPN
GLOBAL PMTS INC
+$6.0M
43,904
增持
—
PIONEER NAT RES CO
+$5.7M
31,395
+169%
建仓
DEO
DIAGEO PLC
+$5.6M
27,693
减持
SBUX
STARBUCKS CORP
-$5.4M
22,708
-64%
增持
RSG
REPUBLIC SVCS INC
+$5.2M
41,982
+1369%
减持
META
META PLATFORMS INC
-$5.2M
23,319
-24%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$5.1M
7,507
增持
CVS
CVS HEALTH CORP
+$5.0M
52,125
+1730%
减持
ULTA
ULTA BEAUTY INC
-$4.9M
14,488
-44%
增持
AAPL
APPLE INC
+$4.7M
299,993
+12%
减持
ORCL
ORACLE CORP
-$4.7M
82,860
-37%
建仓
EQIX
EQUINIX INC
+$4.6M
6,257
增持
CFG
CITIZENS FINL GROUP INC
+$4.6M
124,701
+460%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$4.6M
18,351
建仓
FIS
FIDELITY NATL INFORMATION SV
+$4.5M
45,237
减持
SHY
ISHARES TR
-$4.4M
24,982
-67%
建仓
BNY
BANK NEW YORK MELLON CORP
+$4.3M
87,213
增持
MPT
MEDICAL PPTYS TRUST INC
+$4.3M
226,296
+972%
建仓
—
PENTAIR PLC
+$4.3M
78,953
建仓
D
DOMINION ENERGY INC
+$4.2M
49,816
建仓
NEM
NEWMONT CORP
+$4.1M
51,463
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.1M
94,071
+565%
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
16,217
+74%
建仓
KMI
KINDER MORGAN INC DEL
+$4.0M
209,650
增持
AVGO
BROADCOM INC
+$3.9M
18,267
+60%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$3.7M
37,231
建仓
GM
GENERAL MTRS CO
+$3.7M
84,397
增持
NVDA
NVIDIA CORPORATION
+$3.6M
30,501
+90%
增持
HON
HONEYWELL INTL INC
+$3.6M
27,865
+215%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$3.5M
23,152
+567%
建仓
COP
CONOCOPHILLIPS
+$3.5M
35,423
增持
V
VISA INC
+$3.5M
100,502
+16%
减持
MRK
MERCK & CO INC
-$3.5M
35,454
-57%
增持
GOOGL
ALPHABET INC
+$3.5M
9,279
+20%
清仓
SHW
SHERWIN WILLIAMS CO
-$3.2M
0
-100%
减持
IWF
ISHARES TR
-$3.1M
95,787
-2%
增持
HD
HOME DEPOT INC
-$3.0M
44,901
+13%
增持
—
EXXON MOBIL CORP
+$3.0M
99,354
+16%
建仓
—
UNILEVER PLC
+$2.7M
60,196
清仓
MLM
MARTIN MARIETTA MATLS INC
-$2.7M
0
-100%
减持
INTU
INTUIT
-$2.7M
630
-86%
清仓
GNRC
GENERAC HLDGS INC
-$2.6M
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.6M
30,210
+572%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$2.6M
2,860
-76%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$2.6M
35,120
增持
PSX
PHILLIPS 66
+$2.4M
30,891
+802%
减持
PFF
ISHARES TR
-$2.3M
267,487
-13%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$2.3M
14,037
-8%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$2.2M
15,917
-80%
建仓
PRU
PRUDENTIAL FINL INC
+$2.2M
18,623
减持
TGT
TARGET CORP
-$2.2M
16,919
-32%
建仓
CI
CIGNA CORP NEW
+$2.1M
8,649
增持
VTRS
VIATRIS INC
+$2.0M
205,355
+1233%
减持
GS
GOLDMAN SACHS GROUP INC
-$2.0M
6,253
-41%
增持
COF
CAPITAL ONE FINL CORP
+$2.0M
95,697
+31%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.9M
22,839
增持
PANW
PALO ALTO NETWORKS INC
+$1.9M
6,980
+60%
清仓
EMR
EMERSON ELEC CO
-$1.9M
0
-100%
建仓
FND
FLOOR & DECOR HLDGS INC
+$1.9M
23,479
减持
SHOP
SHOPIFY INC
-$1.8M
1,257
-34%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
15,910
+26%
清仓
—
TWITTER INC
-$1.7M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.7M
63,979
+156%
建仓
—
SEALED AIR CORP NEW
+$1.6M
24,408
建仓
TMCI
TREACE MED CONCEPTS INC
+$1.6M
85,574
增持
PAYX
PAYCHEX INC
+$1.6M
37,694
+44%
减持
—
JOHNSON CTLS INTL PLC
-$1.5M
6,632
-72%
增持
BKNG
BOOKING HOLDINGS INC
+$1.4M
848
+270%
清仓
—
INTERPUBLIC GROUP COS INC
-$1.4M
0
-100%
建仓
SCHM
SCHWAB STRATEGIC TR
+$1.4M
17,962
减持
SPGI
S&P GLOBAL INC
-$1.3M
1,597
-62%
增持
ABBV
ABBVIE INC
+$1.3M
29,549
+15%
建仓
VTR
VENTAS INC
+$1.3M
20,939
清仓
IEI
ISHARES TR
-$1.3M
0
-100%
减持
CNQ
CANADIAN NAT RES LTD
+$1.2M
105,376
-16%
建仓
ADI
ANALOG DEVICES INC
+$1.2M
7,321
增持
MA
MASTERCARD INCORPORATED
+$1.1M
24,619
+15%
增持
GNR
SPDR INDEX SHS FDS
+$1.1M
24,884
+203%
建仓
BOX
BOX INC
+$1.1M
38,383
增持
VOO
VANGUARD INDEX FDS
+$1.1M
11,413
+37%
清仓
DXCM
DEXCOM INC
-$1.1M
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$1.0M
3,549
减持
MSCI
MSCI INC
-$1.0M
8,742
-1%
清仓
—
VISTAS MEDIA ACQUISITION CO
-$1.0M
0
-100%
减持
TSLA
TESLA INC
-$998.0K
2,698
-27%
增持
AMZN
AMAZON COM INC
+$982.0K
10,205
+5%
减持
—
BLACKROCK INC
-$971.0K
1,319
-39%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$966.0K
33,600
-0%
建仓
ENB
ENBRIDGE INC
+$966.0K
20,966
建仓
TSCO
TRACTOR SUPPLY CO
+$962.0K
4,121
增持
PG
PROCTER AND GAMBLE CO
+$957.0K
31,775
+33%
增持
F
FORD MTR CO DEL
+$928.0K
244,471
+58%
增持
ABNB
AIRBNB INC
+$924.0K
11,329
+85%
清仓
—
SPRING VY ACQUISITION CORP
-$921.0K
0
-100%
建仓
—
THRIVE ACQUISITION CORPORATI
+$913.0K
91,275
减持
EFA
ISHARES TR
-$878.0K
84,628
-6%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$859.0K
11,122
+196%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$852.0K
14,209
+43%
建仓
DLN
WISDOMTREE TR
+$847.0K
12,886
清仓
U
UNITY SOFTWARE INC
-$840.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$818.0K
0
-100%
清仓
—
VIVEON HEALTH ACQUISITION CO
-$781.0K
0
-100%
建仓
—
ISHARES TR
+$776.0K
30,740
减持
IWM
ISHARES TR
-$767.0K
39,162
-1%
建仓
WAB
WABTEC
+$754.0K
7,836
清仓
TYL
TYLER TECHNOLOGIES INC
-$753.0K
0
-100%
清仓
—
CITIC CAPITAL ACQUISITION CO
-$751.0K
0
-100%
减持
EEM
ISHARES TR
-$749.0K
67,817
-13%
减持
AGG
ISHARES TR
-$748.0K
35,171
-11%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$748.0K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$745.0K
5,914
增持
MCD
MCDONALDS CORP
+$726.0K
4,430
+221%
增持
SPY
SPDR S&P 500 ETF TR
+$723.0K
13,623
+19%
清仓
AFRM
AFFIRM HLDGS INC
-$716.0K
0
-100%
增持
T
AT&T INC
+$713.0K
52,325
+146%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$711.0K
332,373
-3%
减持
VUG
VANGUARD INDEX FDS
-$706.0K
15,016
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$706.0K
19,670
+160%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$706.0K
4,137
-12%
增持
NEAR
ISHARES U S ETF TR
+$701.0K
43,911
+49%
减持
IWO
ISHARES TR
-$696.0K
12,866
-5%
增持
BAC
BK OF AMERICA CORP
+$684.0K
50,936
+60%
增持
SPYM
SPDR SER TR
+$679.0K
68,998
+29%
