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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 35
增持 62
减持 41
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$48.6M
537,296
+7707%
增持
MCD
MCDONALDS CORP
+$10.4M
48,639
+1380%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.2M
0
-100%
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
—
EXXON MOBIL CORP
+$10.1M
219,830
+106%
减持
QUAL
ISHARES TR
-$8.6M
26,061
-74%
建仓
JKHY
HENRY JACK & ASSOC INC
+$7.0M
38,443
增持
OEF
ISHARES TR
+$7.0M
115,409
+69%
增持
GOOGL
ALPHABET INC
-$7.0M
159,418
+1462%
增持
USMV
ISHARES TR
+$6.9M
271,597
+72%
清仓
ESS
ESSEX PPTY TR INC
-$6.5M
0
-100%
增持
AZO
AUTOZONE INC
+$6.1M
2,950
+3038%
减持
IWF
ISHARES TR
-$5.7M
58,182
-29%
增持
DE
DEERE & CO
+$5.7M
18,350
+1103%
减持
—
PIONEER NAT RES CO
-$5.6M
20,952
-54%
增持
SBUX
STARBUCKS CORP
+$5.3M
194,011
+34%
减持
PRU
PRUDENTIAL FINL INC
-$5.2M
18,337
-74%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.0M
230,684
+76%
增持
SHY
ISHARES TR
+$4.9M
130,985
+89%
减持
PFE
PFIZER INC
-$4.7M
212,291
-21%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.6M
36,604
+36%
增持
AAPL
APPLE INC
+$4.4M
366,299
+8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$4.4M
18,041
-36%
建仓
XLU
SELECT SECTOR SPDR TR
+$4.0M
61,727
增持
SPSM
SPDR SER TR
+$4.0M
163,179
+287%
增持
DHR
DANAHER CORPORATION
+$4.0M
20,437
+308%
减持
DVN
DEVON ENERGY CORP NEW
-$4.0M
5,884
-93%
增持
AMZN
AMAZON COM INC
+$3.9M
208,011
+13%
建仓
O
REALTY INCOME CORP
+$3.9M
66,184
增持
ABBV
ABBVIE INC
+$3.6M
59,109
+108%
减持
GLD
SPDR GOLD TR
-$3.4M
29,045
-38%
增持
DIS
DISNEY WALT CO
+$3.4M
117,142
+45%
增持
XLP
SELECT SECTOR SPDR TR
+$3.1M
52,956
+800%
减持
MO
ALTRIA GROUP INC
-$3.0M
14,573
-83%
减持
TLT
ISHARES TR
-$3.0M
3,561
-88%
建仓
XLB
SELECT SECTOR SPDR TR
+$3.0M
43,391
增持
CAT
CATERPILLAR INC
+$2.9M
20,493
+756%
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.8M
42,731
建仓
OXY
OCCIDENTAL PETE CORP
+$2.8M
45,235
减持
FLOT
ISHARES TR
-$2.7M
55,140
-50%
建仓
NTR
NUTRIEN LTD
+$2.7M
31,957
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.7M
12,316
-44%
增持
JNJ
JOHNSON & JOHNSON
+$2.7M
141,078
+23%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.6M
4,912
-55%
清仓
—
EVEREST RE GROUP LTD
-$2.6M
0
-100%
减持
V
VISA INC
-$2.6M
81,001
-6%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
27,522
+352%
建仓
XLC
SELECT SECTOR SPDR TR
+$2.5M
52,604
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
26,443
+27%
建仓
XLY
SELECT SECTOR SPDR TR
+$2.5M
17,410
建仓
BIV
VANGUARD BD INDEX FDS
+$2.4M
32,863
建仓
MDU
MDU RES GROUP INC
+$2.3M
85,004
建仓
GBCI
GLACIER BANCORP INC NEW
+$2.3M
47,141
增持
HD
HOME DEPOT INC
+$2.1M
48,664
+18%
减持
META
META PLATFORMS INC
-$2.1M
9,484
-55%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.1M
71,353
增持
QCOM
QUALCOMM INC
+$2.1M
20,538
+1051%
减持
EFA
ISHARES TR
-$2.1M
29,508
-51%
增持
GOOG
ALPHABET INC
-$2.1M
121,764
+1833%
增持
XLK
SELECT SECTOR SPDR TR
+$2.1M
51,379
+62%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.0M
38,921
-39%
减持
CNQ
CANADIAN NAT RES LTD
-$2.0M
56,800
-34%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$2.0M
31,571
+44%
建仓
BUI
BLACKROCK UTILS INFRASTRUCTU
+$1.9M
96,994
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
79,348
+41%
增持
NEE
NEXTERA ENERGY INC
+$1.9M
271,385
+8%
减持
COF
CAPITAL ONE FINL CORP
-$1.9M
82,726
-9%
清仓
TSN
TYSON FOODS INC
-$1.9M
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$1.8M
20,435
建仓
FIBK
FIRST INTST BANCSYSTEM INC
+$1.8M
44,972
减持
MA
MASTERCARD INCORPORATED
-$1.8M
14,614
-22%
增持
UNP
UNION PAC CORP
+$1.8M
12,863
+277%
增持
CMCSA
COMCAST CORP NEW
-$1.8M
187,205
+1%
清仓
—
E MERGE TECHNOLOGY ACQUISITI
-$1.7M
0
-100%
增持
GNR
SPDR INDEX SHS FDS
+$1.7M
161,240
+34%
增持
SPYM
SPDR SER TR
+$1.7M
156,331
+43%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
17,763
+44%
建仓
XLI
SELECT SECTOR SPDR TR
+$1.7M
20,235
增持
SRLN
SSGA ACTIVE ETF TR
+$1.6M
125,098
+49%
增持
IGSB
ISHARES TR
+$1.6M
121,825
+40%
减持
IWM
ISHARES TR
-$1.6M
26,008
-25%
增持
COP
CONOCOPHILLIPS
+$1.6M
48,267
+29%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.6M
41,372
-65%
增持
IGIB
ISHARES TR
+$1.6M
77,964
+80%
建仓
XLRE
SELECT SECTOR SPDR TR
+$1.5M
42,681
建仓
TMUS
T-MOBILE US INC
+$1.5M
11,432
清仓
DPZ
DOMINOS PIZZA INC
-$1.5M
0
-100%
减持
LLY
LILLY ELI & CO
-$1.5M
34,209
-12%
增持
WY
WEYERHAEUSER CO MTN BE
+$1.5M
70,082
+355%
清仓
—
PROSHARES TR
-$1.5M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.5M
80,456
+157%
增持
BAC
BK OF AMERICA CORP
+$1.4M
105,756
+84%
减持
CFG
CITIZENS FINL GROUP INC
-$1.4M
18,295
-67%
增持
KMB
KIMBERLY-CLARK CORP
+$1.3M
14,827
+518%
增持
ALL
ALLSTATE CORP
+$1.3M
12,458
+512%
增持
SUB
ISHARES TR
+$1.3M
35,207
+58%
建仓
XLE
SELECT SECTOR SPDR TR
+$1.3M
17,577
增持
MDLZ
MONDELEZ INTL INC
+$1.3M
32,952
+269%
增持
VHT
VANGUARD WORLD FDS
+$1.3M
7,081
+401%
增持
IXUS
ISHARES TR
+$1.2M
137,558
+36%
减持
SJNK
SPDR SER TR
-$1.2M
31,487
-62%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
40,634
+90%
建仓
—
AUSTERLITZ ACQUISITION CORP
+$1.2M
121,900
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
10,010
减持
IWB
ISHARES TR
-$1.2M
18,560
-20%
建仓
CPB
CAMPBELL SOUP CO
+$1.2M
25,060
清仓
HAL
HALLIBURTON CO
-$1.1M
0
-100%
增持
CSCO
CISCO SYS INC
+$1.1M
57,732
+105%
增持
AMGN
AMGEN INC
+$1.1M
8,343
+159%
减持
EEM
ISHARES TR
-$1.1M
19,780
-55%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.1M
5,648
-27%
建仓
XHB
SPDR SER TR
+$1.1M
19,222
建仓
AZTA
AZENTA INC
+$1.0M
24,397
减持
VTRS
VIATRIS INC
-$1.0M
205,239
-23%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$1.0M
0
-100%
减持
CI
CIGNA CORP NEW
-$1.0M
6,744
-39%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$1.0M
44,060
建仓
SCHW
SCHWAB CHARLES CORP
+$1.0M
14,219
增持
PSTL
POSTAL REALTY TRUST INC
+$1.0M
89,924
+343%
减持
NEM
NEWMONT CORP
-$977.0K
51,815
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$973.0K
19,475
-52%
建仓
SCHV
SCHWAB STRATEGIC TR
+$971.0K
16,600
清仓
BKNG
BOOKING HOLDINGS INC
-$941.0K
0
-100%
增持
FHLC
FIDELITY COVINGTON TRUST
+$941.0K
20,652
+401%
建仓
—
TE CONNECTIVITY LTD
+$919.0K
8,327
减持
MSCI
MSCI INC
-$918.0K
5,037
-32%
增持
AEP
AMERICAN ELEC PWR CO INC
+$909.0K
53,728
+38%
减持
EW
EDWARDS LIFESCIENCES CORP
-$909.0K
7,366
-54%
建仓
KRE
SPDR SER TR
+$906.0K
15,390
增持
SCHX
SCHWAB STRATEGIC TR
+$904.0K
31,480
+228%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$896.0K
21,179
-23%
建仓
GLW
CORNING INC
+$890.0K
30,660
增持
LOW
LOWES COS INC
+$876.0K
12,805
+46%
增持
TGT
TARGET CORP
+$873.0K
22,976
+28%
建仓
BKH
BLACK HILLS CORP
+$861.0K
12,720
减持
VYM
VANGUARD WHITEHALL FDS
-$859.0K
20,851
-25%
减持
DLR
DIGITAL RLTY TR INC
-$857.0K
2,794
-68%
增持
INTU
INTUIT
+$845.0K
4,285
+103%
建仓
TRV
TRAVELERS COMPANIES INC
+$835.0K
5,450
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$832.0K
12,561
-53%
增持
VTEB
VANGUARD MUN BD FDS
+$801.0K
53,330
+51%
减持
ICF
ISHARES TR
-$797.0K
31,949
-23%
减持
CVX
CHEVRON CORP NEW
-$789.0K
120,814
-4%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$787.0K
0
-100%
清仓
—
GLOBAL SPAC PARTNERS CO
-$784.0K
0
-100%
建仓
—
GLOBAL BLOCKCHAIN ACQUI CORP
+$782.0K
79,200
增持
—
ATLASSIAN CORP PLC
+$782.0K
6,250
+120%
增持
UPS
UNITED PARCEL SERVICE INC
+$780.0K
8,886
+148%
减持
NKE
NIKE INC
-$776.0K
33,540
-4%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$774.0K
30,200
增持
LMT
LOCKHEED MARTIN CORP
+$771.0K
4,372
+105%
