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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 14
增持 51
减持 67
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
-$13.7M
184,349
+1706%
减持
DE
DEERE & CO
-$10.1M
1,525
-94%
增持
SBUX
STARBUCKS CORP
+$9.0M
144,626
+537%
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
IWF
ISHARES TR
-$8.6M
82,184
-14%
增持
MSFT
MICROSOFT CORP
-$8.0M
205,548
+4%
减持
AVGO
BROADCOM INC
-$7.2M
8,918
-51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.1M
37,221
-24%
减持
ESS
ESSEX PPTY TR INC
-$6.7M
25,000
-35%
增持
JNJ
JOHNSON & JOHNSON
+$6.4M
114,816
+46%
减持
QQQ
INVESCO QQQ TR
-$6.3M
14,406
-50%
增持
AAPL
APPLE INC
-$6.2M
338,040
+13%
减持
NVDA
NVIDIA CORPORATION
-$5.9M
16,162
-47%
减持
JPM
JPMORGAN CHASE & CO
-$5.9M
56,443
-37%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.7M
26,945
+69%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.6M
22,142
+871%
减持
V
VISA INC
-$5.3M
86,281
-14%
减持
XLF
SELECT SECTOR SPDR TR
-$5.1M
31,272
-80%
减持
LOW
LOWES COS INC
-$5.0M
8,750
-73%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$4.9M
28,119
-16%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$4.7M
662
-91%
增持
GNR
SPDR INDEX SHS FDS
+$4.7M
119,984
+382%
增持
PRU
PRUDENTIAL FINL INC
+$4.6M
70,665
+279%
减持
MPT
MEDICAL PPTYS TRUST INC
-$4.5M
19,772
-91%
建仓
DVN
DEVON ENERGY CORP NEW
+$4.3M
78,636
减持
F
FORD MTR CO DEL
-$4.0M
12,106
-95%
减持
PANW
PALO ALTO NETWORKS INC
-$4.0M
740
-89%
减持
ZTS
ZOETIS INC
-$3.7M
59,824
-19%
增持
SHY
ISHARES TR
+$3.7M
69,439
+178%
减持
CFG
CITIZENS FINL GROUP INC
-$3.7M
55,619
-55%
增持
GOOGL
ALPHABET INC
-$3.6M
10,204
+10%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$3.4M
9,156
-35%
增持
PFE
PFIZER INC
+$3.3M
267,666
+29%
减持
PFF
ISHARES TR
-$3.2M
198,932
-26%
增持
DIS
DISNEY WALT CO
-$3.2M
81,065
+3%
减持
COF
CAPITAL ONE FINL CORP
-$3.1M
91,094
-5%
减持
SYK
STRYKER CORPORATION
-$3.1M
4,171
-71%
增持
OEF
ISHARES TR
+$3.0M
68,174
+62%
增持
MO
ALTRIA GROUP INC
+$3.0M
86,260
+631%
减持
MA
MASTERCARD INCORPORATED
-$2.9M
18,821
-24%
减持
ORCL
ORACLE CORP
-$2.8M
57,425
-31%
增持
TLT
ISHARES TR
+$2.7M
28,893
+555%
增持
GOOG
ALPHABET INC
-$2.7M
6,300
+7%
建仓
—
EVEREST RE GROUP LTD
+$2.6M
9,339
增持
USMV
ISHARES TR
+$2.6M
157,566
+44%
减持
PLD
PROLOGIS INC.
-$2.5M
18,783
-36%
减持
EFA
ISHARES TR
-$2.5M
59,688
-29%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.5M
10,912
-23%
增持
RSG
REPUBLIC SVCS INC
+$2.4M
60,858
+45%
增持
—
PIONEER NAT RES CO
+$2.3M
45,617
+45%
减持
CVX
CHEVRON CORP NEW
-$2.3M
125,336
-0%
清仓
URI
UNITED RENTALS INC
-$2.2M
0
-100%
减持
IWM
ISHARES TR
-$2.2M
34,703
-11%
清仓
MELI
MERCADOLIBRE INC
-$2.2M
0
-100%
减持
HD
HOME DEPOT INC
-$2.1M
41,184
-8%
增持
APLE
APPLE HOSPITALITY REIT INC
+$2.0M
176,718
+469%
清仓
SCHW
SCHWAB CHARLES CORP
-$1.9M
0
-100%
增持
IJR
ISHARES TR
+$1.9M
26,581
+435%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.9M
15,971
-45%
减持
PAYX
PAYCHEX INC
-$1.9M
28,392
-25%
清仓
FND
FLOOR & DECOR HLDGS INC
-$1.9M
0
-100%
减持
CNQ
CANADIAN NAT RES LTD
-$1.9M
86,496
-18%
增持
GLD
SPDR GOLD TR
+$1.8M
46,918
+39%
减持
META
META PLATFORMS INC
-$1.8M
20,968
-10%
增持
—
ACCENTURE PLC IRELAND
-$1.8M
41,425
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$1.8M
31,757
-13%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
131,137
+37%
清仓
—
SEALED AIR CORP NEW
-$1.6M
0
-100%
减持
DLR
DIGITAL RLTY TR INC
-$1.6M
8,736
-54%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$1.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
12,296
-10%
建仓
DPZ
DOMINOS PIZZA INC
+$1.5M
3,884
建仓
—
PROSHARES TR
+$1.5M
102,930
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$1.5M
21,909
-5%
减持
IWB
ISHARES TR
-$1.5M
23,327
-8%
减持
MSCI
MSCI INC
-$1.4M
7,385
-16%
减持
ABNB
AIRBNB INC
-$1.3M
6,730
-41%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.3M
2,451
-61%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
21,409
+372%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$1.3M
0
-100%
减持
EEM
ISHARES TR
-$1.3M
44,286
-35%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.3M
64,196
-19%
增持
—
VMWARE INC
+$1.3M
15,636
+252%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.2M
7,752
+40%
清仓
DOCS
DOXIMITY INC
-$1.2M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
13,980
-7%
增持
SPYM
SPDR SER TR
+$1.2M
109,298
+58%
建仓
HAL
HALLIBURTON CO
+$1.1M
36,474
减持
TSLA
TESLA INC
-$1.1M
2,641
-2%
减持
IWO
ISHARES TR
-$1.1M
10,501
-18%
清仓
BOX
BOX INC
-$1.1M
0
-100%
增持
GPN
GLOBAL PMTS INC
-$1.1M
44,238
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
14,437
减持
MKC
MCCORMICK & CO INC
-$1.1M
59,950
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
3,693
-39%
减持
ICF
ISHARES TR
-$1.1M
41,324
-18%
减持
ULTA
ULTA BEAUTY INC
-$1.1M
12,176
-16%
增持
—
ASML HOLDING N V
+$1.1M
2,838
+566%
增持
FLOT
ISHARES TR
+$1.1M
110,232
+25%
增持
TGT
TARGET CORP
-$1.1M
17,962
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.1M
27,891
-19%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
538
-37%
减持
LLY
LILLY ELI & CO
+$1.0M
38,750
-4%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.0M
118,102
-25%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$1.0M
27,303
+0%
减持
WMT
WALMART INC
-$1.0M
13,825
-23%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$987.0K
79,755
+0%
减持
MS
MORGAN STANLEY
-$965.0K
10,713
-47%
增持
GM
GENERAL MTRS CO
-$952.0K
86,287
+2%
增持
NEM
NEWMONT CORP
-$934.0K
52,889
+3%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$928.0K
42,463
-61%
减持
DHR
DANAHER CORPORATION
-$927.0K
5,013
-33%
增持
QUAL
ISHARES TR
+$919.0K
100,920
+31%
增持
—
EXXON MOBIL CORP
+$916.0K
106,518
+7%
增持
CMCSA
COMCAST CORP NEW
-$911.0K
185,121
+6%
减持
SJNK
SPDR SER TR
-$862.0K
82,681
-24%
清仓
SNOW
SNOWFLAKE INC
-$858.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$830.0K
40,415
-26%
减持
MRK
MERCK & CO INC
-$823.0K
22,882
-35%
增持
CI
CIGNA CORP NEW
+$823.0K
10,990
+27%
减持
—
EATON CORP PLC
-$820.0K
4,526
-51%
增持
—
AON PLC
+$818.0K
5,570
+165%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$787.0K
9,003
清仓
—
BREEZE HOLDINGS ACQUISITN CO
-$766.0K
0
-100%
清仓
WAB
WABTEC
-$754.0K
0
-100%
增持
DEO
DIAGEO PLC
-$740.0K
28,063
+1%
建仓
NVO
NOVO-NORDISK A S
+$722.0K
6,484
清仓
TJX
TJX COS INC NEW
-$716.0K
0
-100%
建仓
RMD
RESMED INC
+$713.0K
3,400
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$707.0K
0
-100%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$690.0K
302,722
-9%
清仓
—
VENTOUX CCM ACQUISITION CORP
-$687.0K
0
-100%
清仓
—
BULL HORN HLDGS CORP
-$684.0K
0
-100%
增持
MET
METLIFE INC
+$676.0K
18,054
+177%
增持
ABT
ABBOTT LABS
-$675.0K
93,499
+2%
增持
BNY
BANK NEW YORK MELLON CORP
-$672.0K
87,643
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$672.0K
57,180
-7%
建仓
—
ICON PLC
+$657.0K
3,030
清仓
SPGI
S&P GLOBAL INC
-$655.0K
0
-100%
增持
—
PENTAIR PLC
-$648.0K
79,343
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$645.0K
6,123
+67%
清仓
NTR
NUTRIEN LTD
-$641.0K
0
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$641.0K
1,668
建仓
VRSK
VERISK ANALYTICS INC
+$640.0K
3,694
增持
COST
COSTCO WHSL CORP NEW
+$638.0K
20,816
+28%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$636.0K
4,430
减持
NFLX
NETFLIX INC
-$634.0K
1,578
-35%
增持
SRLN
SSGA ACTIVE ETF TR
+$631.0K
84,216
+32%
建仓
BIL
SPDR SER TR
+$630.0K
6,882
增持
NKE
NIKE INC
-$630.0K
34,878
+12%
减持
TXN
TEXAS INSTRS INC
-$620.0K
10,636
-13%
