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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 25
增持 55
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BILS
SPDR SER TR
+$20.0M
201,534
增持
BIL
SPDR SER TR
+$14.9M
701,394
+31%
建仓
SPTS
SPDR SER TR
+$14.9M
514,596
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
QQQ
INVESCO QQQ TR
+$14.2M
65,757
+427%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.1M
45,690
增持
JPM
JPMORGAN CHASE & CO
+$10.8M
142,075
+79%
减持
AMZN
AMAZON COM INC
-$10.7M
152,777
-27%
增持
—
EATON CORP PLC
+$9.2M
62,581
+1220%
增持
HD
HOME DEPOT INC
+$8.0M
67,882
+39%
增持
VLO
VALERO ENERGY CORP
+$7.7M
65,986
+938%
减持
GOOGL
ALPHABET INC
-$6.8M
96,184
-40%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$6.7M
1,728
-95%
减持
IXUS
ISHARES TR
-$6.7M
5,596
-96%
建仓
TJX
TJX COS INC NEW
+$5.9M
74,599
建仓
URI
UNITED RENTALS INC
+$5.8M
16,338
增持
SPSM
SPDR SER TR
+$5.6M
301,734
+85%
减持
PFF
ISHARES TR
-$5.5M
27,605
-86%
减持
AZO
AUTOZONE INC
-$5.0M
522
-82%
建仓
IR
INGERSOLL RAND INC
+$4.8M
92,296
减持
AAPL
APPLE INC
-$4.7M
353,162
-4%
增持
V
VISA INC
+$4.7M
91,911
+13%
增持
LLY
LILLY ELI & CO
+$4.5M
42,424
+24%
减持
MSFT
MICROSOFT CORP
-$4.4M
202,546
-11%
增持
JNJ
JOHNSON & JOHNSON
+$4.3M
155,046
+10%
增持
KMI
KINDER MORGAN INC DEL
+$4.1M
420,618
+99%
增持
USMV
ISHARES TR
+$4.1M
305,251
+12%
增持
MCD
MCDONALDS CORP
+$4.0M
57,823
+19%
减持
—
EXXON MOBIL CORP
+$4.0M
210,169
-4%
减持
CVX
CHEVRON CORP NEW
+$3.8M
117,778
-3%
减持
DIS
DISNEY WALT CO
-$3.5M
87,435
-25%
增持
PEP
PEPSICO INC
+$3.4M
73,464
+22%
增持
SUB
ISHARES TR
+$3.3M
66,530
+89%
减持
DHR
DANAHER CORPORATION
-$3.3M
7,394
-64%
增持
ULTA
ULTA BEAUTY INC
+$3.3M
17,151
+44%
增持
ABBV
ABBVIE INC
+$3.1M
67,976
+15%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.0M
1,841
-85%
清仓
OXY
OCCIDENTAL PETE CORP
-$2.8M
0
-100%
减持
SHM
SPDR SER TR
-$2.6M
4,805
-92%
增持
OEF
ISHARES TR
+$2.5M
124,650
+8%
增持
PM
PHILIP MORRIS INTL INC
+$2.5M
55,193
+48%
增持
GNR
SPDR INDEX SHS FDS
+$2.4M
181,855
+13%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$2.4M
265,720
+333%
减持
VTEB
VANGUARD MUN BD FDS
-$2.3M
5,080
-90%
增持
CPB
CAMPBELL SOUP CO
+$2.3M
61,030
+144%
增持
RSG
REPUBLIC SVCS INC
+$2.3M
74,967
+38%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.1M
10,006
-74%
清仓
BLV
VANGUARD BD INDEX FDS
-$2.1M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.0M
174,734
+40%
减持
SBUX
STARBUCKS CORP
+$2.0M
184,971
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
21,759
+22%
增持
AMGN
AMGEN INC
+$2.0M
14,663
+76%
增持
HON
HONEYWELL INTL INC
+$1.9M
34,968
+4%
增持
XMUIX
BLACKROCK MUNICIPAL INCOME
+$1.8M
184,668
+582%
减持
COF
CAPITAL ONE FINL CORP
-$1.8M
63,166
-24%
减持
NEM
NEWMONT CORP
-$1.7M
9,726
-81%
建仓
VMI
VALMONT INDS INC
+$1.6M
4,985
减持
WY
WEYERHAEUSER CO MTN BE
-$1.5M
15,176
-78%
增持
EIM
EATON VANCE MUN BD FD
+$1.5M
333,471
+67%
减持
CAT
CATERPILLAR INC
+$1.5M
20,296
-1%
清仓
—
AFRICAN GOLD ACQUISITION COR
-$1.5M
0
-100%
增持
SHYD
VANECK ETF TRUST
+$1.4M
120,631
+104%
增持
APLE
APPLE HOSPITALITY REIT INC
+$1.4M
300,877
+26%
减持
GLD
SPDR GOLD TR
-$1.4M
18,307
-37%
减持
GOOG
ALPHABET INC
-$1.4M
116,421
-4%
减持
PFE
PFIZER INC
+$1.4M
207,816
-2%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$1.4M
126,045
清仓
—
ATLASSIAN CORP PLC
-$1.3M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.2M
3,088
建仓
ESS
ESSEX PPTY TR INC
+$1.2M
5,723
减持
GPC
GENUINE PARTS CO
-$1.2M
2,395
-78%
清仓
—
AUSTERLITZ ACQUISITION CORP
-$1.2M
0
-100%
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$1.2M
106,525
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
减持
QUAL
ISHARES TR
-$1.1M
13,699
-47%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$1.1M
27,196
-1%
减持
AGG
ISHARES TR
-$1.1M
32,751
-27%
减持
COR
AMERISOURCEBERGEN CORP
+$1.1M
39,309
-1%
减持
TSLA
TESLA INC
-$1.1M
7,599
-2%
减持
EFA
ISHARES TR
-$1.1M
8,165
-72%
减持
FLOT
ISHARES TR
-$1.1M
32,934
-40%
减持
ABT
ABBOTT LABS
+$1.1M
97,986
-2%
减持
—
VMWARE INC
-$1.1M
10,414
-53%
减持
SYY
SYSCO CORP
-$1.0M
14,227
-53%
建仓
—
STRATIM CLOUD ACQUISITION CO
+$1.0M
103,400
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
29,603
+12%
清仓
—
PROPERTY SOLUTIONS ACQUISITI
-$977.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$948.6K
50,140
+17%
减持
ORCL
ORACLE CORP
+$928.5K
62,472
-9%
减持
CMCSA
COMCAST CORP NEW
+$918.2K
183,249
-2%
增持
SPYV
SPDR SER TR
+$914.1K
67,372
+36%
减持
BDX
BECTON DICKINSON & CO
+$905.4K
29,502
-0%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$860.8K
77,876
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$854.9K
2,371
-76%
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$849.1K
69,939
增持
—
SK GROWTH OPPORTUNITIES CORP
+$845.5K
130,500
+169%
减持
AVGO
BROADCOM INC
+$838.5K
9,741
-6%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$835.9K
69,200
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$832.0K
11,795
+80%
清仓
—
LMF ACQUISITION OPPORTUNIT I
-$831.0K
0
-100%
减持
PSX
PHILLIPS 66
+$824.0K
35,732
-0%
减持
—
BLACKROCK CALIF MUN INCOME T
-$818.0K
79,501
-51%
清仓
VTR
VENTAS INC
-$812.0K
0
-100%
建仓
—
BLACKROCK MUN INCOME TR
+$810.8K
80,596
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$803.3K
104,514
+167%
增持
SPYG
SPDR SER TR
+$802.1K
49,539
+45%
减持
PGR
PROGRESSIVE CORP
+$800.8K
78,435
-3%
减持
PG
PROCTER AND GAMBLE CO
+$797.9K
40,940
-4%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$796.1K
111,075
+56%
建仓
TEAM
ATLASSIAN CORPORATION
+$791.4K
6,150
减持
NOC
NORTHROP GRUMMAN CORP
-$789.9K
3,422
-39%
减持
ZTS
ZOETIS INC
-$773.3K
69,039
-6%
增持
DNP
DNP SELECT INCOME FD INC
+$741.8K
76,074
+594%
增持
—
LINDE PLC
+$734.4K
4,394
+69%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$734.3K
24,458
+15%
建仓
IEF
ISHARES TR
+$729.8K
7,620
增持
VKQ
INVESCO MUNICIPAL TRUST
+$712.1K
94,962
+280%
减持
NEAR
ISHARES U S ETF TR
-$710.1K
22,790
-39%
减持
COP
CONOCOPHILLIPS
+$698.2K
47,781
-1%
减持
ICF
ISHARES TR
-$694.0K
18,600
-42%
清仓
EEM
ISHARES TR
-$690.0K
0
-100%
建仓
AFB
ALLIANCEBERNSTEIN NATL MUN I
+$689.7K
65,814
建仓
OKE
ONEOK INC NEW
+$684.9K
10,425
增持
MUB
ISHARES TR
+$682.0K
35,596
+19%
建仓
VICI
VICI PPTYS INC
+$680.0K
20,987
建仓
DGRW
WISDOMTREE TR
+$663.7K
10,996
增持
BNY
BANK NEW YORK MELLON CORP
+$662.8K
89,319
+1%
减持
VNQ
VANGUARD INDEX FDS
-$652.5K
3,073
-73%
减持
IWF
ISHARES TR
-$651.0K
54,098
-7%
增持
NRK
NUVEEN NEW YORK AMT QLT MUNI
+$648.0K
361,795
+16%
建仓
EXR
EXTRA SPACE STORAGE INC
+$647.5K
4,399
减持
—
PIONEER NAT RES CO
-$641.0K
17,054
-19%
增持
MRK
MERCK & CO INC
+$638.1K
22,398
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$633.3K
34,487
+77%
减持
TIP
ISHARES TR
-$631.8K
8,307
-43%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$630.7K
3,345
减持
META
META PLATFORMS INC
-$620.6K
5,529
-42%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$618.8K
22,683
+15%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$606.4K
1,767
+40%
增持
SBC
PONO CAP TWO INC
+$605.3K
71,600
+473%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$595.4K
8,693
-26%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$592.8K
31,900
-21%
减持
MKC
MCCORMICK & CO INC
+$582.4K
58,516
-2%
建仓
—
BNY MELLON MUN INCOME INC
+$582.2K
93,000
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$573.4K
36,869
-32%
增持
BAC
BANK AMERICA CORP
+$558.7K
113,306
+7%
减持
XHB
SPDR SER TR
-$556.2K
8,203
-57%
增持
PSTL
POSTAL REALTY TRUST INC
+$555.7K
129,023
+43%
增持
XMYDX
BLACKROCK MUNIYIELD FD INC
+$555.5K
66,906
+371%
建仓
REFI
CHICAGO ATLANTIC REAL ESTATE
+$552.5K
36,663
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$547.9K
5,186
+14%
