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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 68
减持 52
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$13.3M
91,199
-41%
增持
AAPL
APPLE INC
+$12.6M
354,769
+0%
增持
MSFT
MICROSOFT CORP
+$12.1M
210,404
+4%
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
HD
HOME DEPOT INC
-$11.0M
35,358
-48%
减持
SBUX
STARBUCKS CORP
-$10.6M
74,208
-60%
增持
CAT
CATERPILLAR INC
+$10.3M
66,391
+227%
增持
MRK
MERCK & CO INC
+$10.2M
119,217
+432%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.9M
20,518
-42%
增持
NVDA
NVIDIA CORPORATION
+$8.9M
43,161
+105%
减持
GNR
SPDR INDEX SHS FDS
-$8.9M
26,033
-86%
减持
MCD
MCDONALDS CORP
-$8.8M
22,938
-60%
增持
META
META PLATFORMS INC
+$8.7M
44,279
+701%
减持
RSG
REPUBLIC SVCS INC
-$8.6M
7,698
-90%
减持
USMV
ISHARES TR
-$8.6M
184,105
-40%
增持
ZTS
ZOETIS INC
+$8.4M
111,180
+61%
增持
AZO
AUTOZONE INC
+$8.3M
3,880
+643%
建仓
IYZ
ISHARES TR
+$8.2M
352,976
增持
AVGO
BROADCOM INC
+$7.9M
20,882
+114%
建仓
PWR
QUANTA SVCS INC
+$7.9M
47,241
增持
GOOGL
ALPHABET INC
+$7.6M
155,338
+62%
增持
NKE
NIKE INC
+$6.9M
81,154
+216%
减持
JKHY
HENRY JACK & ASSOC INC
-$6.2M
1,828
-95%
增持
XLRE
SELECT SECTOR SPDR TR
+$5.9M
200,055
+375%
增持
AJG
GALLAGHER ARTHUR J & CO
+$5.9M
33,894
+913%
减持
TJX
TJX COS INC NEW
-$5.7M
2,768
-96%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.7M
14,819
+186%
减持
COST
COSTCO WHSL CORP NEW
-$5.4M
16,278
-45%
增持
SCHW
SCHWAB CHARLES CORP
+$4.9M
120,281
+615%
减持
URI
UNITED RENTALS INC
-$4.7M
2,816
-83%
增持
VLO
VALERO ENERGY CORP
+$4.5M
92,230
+40%
增持
—
EATON CORP PLC
+$4.0M
80,436
+29%
增持
ESS
ESSEX PPTY TR INC
+$3.9M
24,672
+331%
增持
AMZN
AMAZON COM INC
+$3.9M
161,794
+6%
减持
ABBV
ABBVIE INC
-$3.5M
46,712
-31%
清仓
CPB
CAMPBELL SOUP CO
-$3.5M
0
-100%
减持
SPYM
SPDR SER TR
-$3.3M
59,120
-57%
增持
SPYG
SPDR SER TR
+$3.2M
102,560
+107%
增持
MET
METLIFE INC
+$3.1M
77,180
+302%
建仓
WHR
WHIRLPOOL CORP
+$3.0M
23,095
增持
SPSM
SPDR SER TR
+$3.0M
374,453
+24%
建仓
WYNN
WYNN RESORTS LTD
+$2.8M
24,908
减持
CVX
CHEVRON CORP NEW
-$2.7M
113,198
-4%
增持
SPYV
SPDR SER TR
+$2.5M
126,693
+88%
减持
PFE
PFIZER INC
-$2.5M
200,663
-3%
清仓
NTR
NUTRIEN LTD
-$2.3M
0
-100%
增持
V
VISA INC
+$2.2M
94,440
+3%
增持
ULTA
ULTA BEAUTY INC
+$2.2M
18,749
+9%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$2.1M
461,165
+74%
增持
SPTS
SPDR SER TR
+$2.1M
580,629
+13%
增持
IR
INGERSOLL RAND INC
+$2.1M
118,673
+29%
减持
CI
THE CIGNA GROUP
-$2.0M
888
-87%
减持
AMGN
AMGEN INC
-$2.0M
7,573
-48%
增持
GLD
SPDR GOLD TR
+$2.0M
27,647
+51%
减持
—
PIONEER NAT RES CO
-$1.8M
10,288
-40%
减持
SHY
ISHARES TR
-$1.7M
110,501
-17%
增持
FDX
FEDEX CORP
+$1.7M
8,337
+484%
建仓
—
LINDE PLC
+$1.7M
4,687
增持
PANW
PALO ALTO NETWORKS INC
+$1.6M
9,952
+252%
减持
GOOG
ALPHABET INC
+$1.5M
113,727
-2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.5M
18,112
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
48,449
+3%
清仓
—
LINDE PLC
-$1.4M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.4M
205,338
+18%
减持
ITOT
ISHARES TR
-$1.3M
14,302
-53%
增持
APLE
APPLE HOSPITALITY REIT INC
+$1.2M
383,436
+27%
清仓
—
THRIVE ACQUISITION CORPORATI
-$1.2M
0
-100%
增持
AGG
ISHARES TR
+$1.2M
43,565
+33%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.1M
76,758
-1%
减持
CVS
CVS HEALTH CORP
-$1.1M
58,139
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
44,999
+265%
减持
DIS
DISNEY WALT CO
+$1.1M
86,430
-1%
减持
TFC
TRUIST FINL CORP
-$1.0M
115,586
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$1.0M
7,478
-50%
减持
PGR
PROGRESSIVE CORP
+$1.0M
78,182
-0%
减持
COP
CONOCOPHILLIPS
-$1.0M
46,740
-2%
清仓
—
BERRY GLOBAL GROUP INC
-$981.0K
0
-100%
减持
—
VMWARE INC
-$964.2K
2,517
-76%
增持
PEP
PEPSICO INC
+$960.7K
78,073
+6%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$943.6K
16,408
-63%
增持
EL
LAUDER ESTEE COS INC
+$937.2K
4,964
+330%
减持
SPY
SPDR S&P 500 ETF TR
-$920.4K
18,078
-17%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$902.8K
185,264
+77%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$884.7K
0
-100%
减持
VMI
VALMONT INDS INC
-$855.0K
2,485
-50%
增持
ABT
ABBOTT LABS
-$835.3K
97,991
+0%
减持
OEF
ISHARES TR
+$819.4K
118,055
-5%
减持
BILS
SPDR SER TR
-$803.6K
192,820
-4%
增持
JPM
JPMORGAN CHASE & CO
+$783.1K
152,217
+7%
建仓
DOV
DOVER CORP
+$760.9K
5,008
增持
XLC
SELECT SECTOR SPDR TR
+$757.1K
56,807
+7%
增持
MBLY
MOBILEYE GLOBAL INC
+$744.1K
22,389
+249%
增持
—
ASML HOLDING N V
+$742.6K
2,204
+59%
减持
FIS
FIDELITY NATL INFORMATION SV
-$729.0K
44,497
-4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$707.6K
20,460
-10%
建仓
SJM
SMUCKER J M CO
+$687.2K
4,367
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$674.4K
10,129
+17%
增持
TSLA
TESLA INC
+$670.5K
7,744
+2%
减持
WEC
WEC ENERGY GROUP INC
-$665.6K
12,919
-36%
清仓
DGRW
WISDOMTREE TR
-$663.7K
0
-100%
增持
IGSB
ISHARES TR
+$655.5K
129,868
+10%
增持
HON
HONEYWELL INTL INC
-$647.3K
35,822
+2%
建仓
—
CAPRI HOLDINGS LIMITED
+$641.2K
13,642
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$640.4K
116,800
+129%
增持
IGIB
ISHARES TR
+$624.4K
78,285
+14%
减持
VTRS
VIATRIS INC
-$611.0K
164,029
-17%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$605.1K
236,988
+5%
增持
CMCSA
COMCAST CORP NEW
+$603.1K
184,945
+1%
建仓
—
APOLLO STRATEGIC GRWT CPTL I
+$600.6K
58,600
增持
XLY
SELECT SECTOR SPDR TR
+$575.9K
19,152
+8%
建仓
IT
GARTNER INC
+$563.6K
1,730
增持
NUE
NUCOR CORP
+$544.2K
7,756
+56%
增持
CSCO
CISCO SYS INC
+$537.6K
64,851
+8%
减持
NOC
NORTHROP GRUMMAN CORP
-$527.6K
2,901
-15%
增持
XMUIX
BLACKROCK MUNICIPAL INCOME
+$526.0K
224,168
+21%
建仓
ON
ON SEMICONDUCTOR CORP
+$519.6K
6,312
减持
BAC
BANK AMERICA CORP
-$519.1K
113,062
-0%
增持
MA
MASTERCARD INCORPORATED
+$505.2K
13,433
+7%
清仓
XHB
SPDR SER TR
-$494.8K
0
-100%
建仓
—
MOBIV ACQUISITION CORP
+$490.7K
47,225
清仓
—
LIGHTJUMP ACQUISITION CORP
-$475.2K
0
-100%
减持
SYY
SYSCO CORP
-$465.5K
8,056
-43%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$456.8K
26,525
-17%
增持
IDXX
IDEXX LABS INC
+$451.8K
2,301
+34%
增持
EIM
EATON VANCE MUN BD FD
+$451.4K
376,553
+13%
减持
VUG
VANGUARD INDEX FDS
+$448.3K
14,714
-3%
清仓
—
AESTHER HEALTHCARE ACQSTN CO
-$448.0K
0
-100%
减持
BIL
SPDR SER TR
-$447.2K
693,851
-1%
建仓
—
ARCH CAP GROUP LTD
+$446.0K
6,571
建仓
—
THOMSON REUTERS CORP.
+$442.9K
3,404
增持
EQIX
EQUINIX INC
+$436.1K
6,323
+0%
增持
DHR
DANAHER CORPORATION
+$435.6K
9,515
+29%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$429.6K
146,125
+37%
减持
AXP
AMERICAN EXPRESS CO
-$423.7K
4,549
-43%
增持
VB
VANGUARD INDEX FDS
+$416.4K
14,757
+14%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$414.1K
26,842
-1%
减持
—
PENTAIR PLC
-$413.6K
54,590
-28%
增持
ADI
ANALOG DEVICES INC
+$413.3K
10,431
+4%
减持
IVV
ISHARES TR
-$410.6K
11,473
-14%
减持
BKH
BLACK HILLS CORP
-$407.9K
7,705
-39%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$407.8K
2,237
+27%
建仓
—
TENX KEANE ACQUISITION
+$406.4K
39,300
增持
LLY
LILLY ELI & CO
+$401.3K
46,362
+9%
清仓
AEM
AGNICO EAGLE MINES LTD
-$398.5K
0
-100%
建仓
HUBS
HUBSPOT INC
+$394.9K
921
建仓
MELI
MERCADOLIBRE INC
+$393.4K
298
增持
AMD
ADVANCED MICRO DEVICES INC
+$388.5K
8,149
+29%
减持
PAYX
PAYCHEX INC
-$388.4K
20,289
-14%
减持
—
ACCENTURE PLC IRELAND
+$388.4K
39,903
-3%
增持
FIBK
FIRST INTST BANCSYSTEM INC
-$387.8K
47,067
+1%
建仓
HUM
HUMANA INC
+$385.6K
794
