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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 98
减持 27
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$106.8M
250,285
+2082%
增持
AAPL
APPLE INC
+$37.2M
493,385
+39%
增持
PFF
ISHARES TR
+$31.2M
1,037,249
+3745%
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
TIP
ISHARES TR
+$30.9M
295,247
+3646%
建仓
VXUS
VANGUARD STAR FDS
+$29.6M
528,619
增持
IWM
ISHARES TR
+$29.0M
173,939
+768%
增持
IWR
ISHARES TR
+$28.8M
415,053
+1821%
增持
AMZN
AMAZON COM INC
+$22.5M
300,521
+86%
增持
CWB
SPDR SER TR
+$21.7M
319,471
+3033%
增持
XLK
SELECT SECTOR SPDR TR
+$15.6M
131,757
+172%
增持
MSFT
MICROSOFT CORP
+$14.4M
220,296
+5%
增持
META
META PLATFORMS INC
+$13.5M
79,674
+80%
减持
VLO
VALERO ENERGY CORP
-$12.6M
2,012
-98%
增持
NFLX
NETFLIX INC
+$12.4M
30,757
+836%
增持
XLF
SELECT SECTOR SPDR TR
+$11.5M
416,326
+428%
增持
XLE
SELECT SECTOR SPDR TR
+$11.0M
154,360
+755%
增持
GOOGL
ALPHABET INC
+$10.7M
223,833
+44%
减持
BIL
SPDR SER TR
-$10.2M
582,632
-16%
减持
—
EATON CORP PLC
-$10.0M
19,036
-76%
增持
AVGO
BROADCOM INC
+$9.7M
26,640
+28%
增持
NOW
SERVICENOW INC
+$9.0M
18,406
+554%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$9.0M
395,773
增持
PANW
PALO ALTO NETWORKS INC
+$8.7M
41,650
+319%
增持
COR
AMERISOURCEBERGEN CORP
+$8.3M
75,857
+94%
增持
CRM
SALESFORCE INC
+$8.2M
44,181
+702%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$8.0M
18,954
+457%
增持
V
VISA INC
+$7.8M
122,661
+30%
增持
XLV
SELECT SECTOR SPDR TR
+$7.7M
86,602
+198%
增持
VTI
VANGUARD INDEX FDS
+$7.1M
44,863
+231%
增持
LLY
LILLY ELI & CO
+$7.0M
48,928
+6%
增持
COST
COSTCO WHSL CORP NEW
+$6.6M
27,201
+67%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.5M
60,116
+33%
增持
CMCSA
COMCAST CORP NEW
+$6.3M
321,550
+74%
减持
ULTA
ULTA BEAUTY INC
-$6.2M
8,547
-54%
增持
—
PENTAIR PLC
+$6.2M
142,739
+161%
增持
JPM
JPMORGAN CHASE & CO
+$6.2M
178,775
+17%
减持
CAT
CATERPILLAR INC
-$6.0M
37,313
-44%
增持
MCD
MCDONALDS CORP
+$5.9M
41,302
+80%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.7M
5,365
-64%
增持
JNJ
JOHNSON & JOHNSON
+$5.2M
116,970
+28%
增持
DE
DEERE & CO
+$5.2M
26,807
+96%
建仓
TLT
ISHARES TR
+$5.0M
48,889
减持
NEE
NEXTERA ENERGY INC
-$5.0M
223,175
-20%
减持
SCHW
SCHWAB CHARLES CORP
-$4.9M
23,915
-80%
减持
ABBV
ABBVIE INC
-$4.7M
20,568
-56%
增持
PWR
QUANTA SVCS INC
+$4.7M
63,839
+35%
减持
IR
INGERSOLL RAND INC
-$4.6M
34,842
-71%
增持
GOOG
ALPHABET INC
+$4.4M
134,265
+18%
增持
WM
WASTE MGMT INC DEL
+$4.2M
86,431
+31%
减持
MET
METLIFE INC
-$4.1M
7,076
-91%
增持
XLI
SELECT SECTOR SPDR TR
+$4.1M
58,922
+165%
增持
XLB
SELECT SECTOR SPDR TR
+$4.0M
92,113
+106%
增持
CSCO
CISCO SYS INC
+$3.9M
140,964
+117%
增持
QQQ
INVESCO QQQ TR
+$3.7M
57,760
+5%
增持
OEF
ISHARES TR
+$3.6M
124,163
+5%
增持
AMGN
AMGEN INC
+$3.6M
24,536
+224%
增持
AJG
GALLAGHER ARTHUR J & CO
+$3.6M
45,738
+35%
增持
WYNN
WYNN RESORTS LTD
+$3.5M
59,881
+140%
增持
PG
PROCTER AND GAMBLE CO
+$3.3M
61,868
+52%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.2M
13,095
+332%
增持
PEP
PEPSICO INC
+$3.0M
92,784
+19%
增持
GILD
GILEAD SCIENCES INC
+$2.9M
41,961
+1002%
减持
NVDA
NVIDIA CORPORATION
+$2.8M
34,919
-19%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$2.7M
18,280
-87%
增持
BAC
BANK AMERICA CORP
+$2.7M
206,391
+83%
增持
MRK
MERCK & CO INC
+$2.6M
132,257
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
22,483
+24%
增持
XLC
SELECT SECTOR SPDR TR
+$2.5M
89,301
+57%
减持
NKE
NIKE INC
-$2.5M
67,835
-16%
增持
CMI
CUMMINS INC
+$2.4M
12,740
+308%
增持
XLU
SELECT SECTOR SPDR TR
+$2.4M
102,519
+60%
减持
TGT
TARGET CORP
-$2.3M
9,923
-55%
增持
MPC
MARATHON PETE CORP
+$2.3M
22,493
+761%
增持
AZO
AUTOZONE INC
+$2.2M
4,715
+22%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
36,737
+314%
增持
ORCL
ORACLE CORP
+$2.1M
58,794
+11%
建仓
GWW
GRAINGER W W INC
+$2.0M
2,531
建仓
DRI
DARDEN RESTAURANTS INC
+$1.9M
11,614
建仓
UNM
UNUM GROUP
+$1.9M
40,299
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.8M
13,312
增持
KO
COCA COLA CO
+$1.8M
47,241
+181%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.8M
63,370
+105%
增持
PFE
PFIZER INC
+$1.8M
272,113
+36%
建仓
WSO
WATSCO INC
+$1.8M
4,611
增持
MMM
3M CO
+$1.7M
20,408
+512%
增持
INTC
INTEL CORP
+$1.6M
61,912
+360%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
150,018
+48%
增持
KMB
KIMBERLY-CLARK CORP
+$1.6M
18,947
+153%
增持
ZTS
ZOETIS INC
+$1.5M
116,281
+5%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$1.4M
312,964
+69%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.4M
17,045
减持
IWF
ISHARES TR
+$1.4M
47,785
-1%
建仓
XEL
XCEL ENERGY INC
+$1.3M
21,237
清仓
—
CANADIAN PAC RY LTD
-$1.3M
0
-100%
增持
AEHR
AEHR TEST SYS
+$1.2M
43,643
+146%
增持
—
EXXON MOBIL CORP
+$1.2M
227,881
+8%
清仓
EL
LAUDER ESTEE COS INC
-$1.2M
0
-100%
增持
COP
CONOCOPHILLIPS
+$1.2M
56,458
+21%
增持
SPSM
SPDR SER TR
+$1.2M
394,922
+5%
建仓
SYM
SYMBOTIC INC
+$1.1M
26,182
减持
BILS
SPDR SER TR
-$1.1M
181,873
-6%
增持
MBLY
MOBILEYE GLOBAL INC
+$1.1M
54,256
+142%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$1.1M
186,101
+107%
减持
DECK
DECKERS OUTDOOR CORP
-$1.1M
656
-79%
增持
TSLA
TESLA INC
+$1.1M
10,188
+32%
增持
C
CITIGROUP INC
+$1.1M
27,442
+523%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
5,632
+65%
减持
VTRS
VIATRIS INC
-$1.0M
53,546
-67%
增持
SPYG
SPDR SER TR
+$1.0M
110,137
+7%
增持
SNOW
SNOWFLAKE INC
+$1.0M
7,125
+360%
建仓
KNF
KNIFE RIVER CORP
+$979.4K
22,514
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$972.9K
2,359
-72%
清仓
DLN
WISDOMTREE TR
-$956.4K
0
-100%
减持
—
AON PLC
-$918.5K
3,678
-47%
增持
ABNB
AIRBNB INC
+$914.3K
12,748
+120%
清仓
—
BLACKROCK CALIF MUN INCOME T
-$907.9K
0
-100%
增持
HON
HONEYWELL INTL INC
+$898.7K
37,325
+4%
增持
VOO
VANGUARD INDEX FDS
+$898.6K
14,118
+9%
减持
PGR
PROGRESSIVE CORP
-$883.5K
77,821
-0%
增持
USB
US BANCORP DEL
+$875.4K
54,682
+112%
减持
—
ACCENTURE PLC IRELAND
+$875.1K
39,794
-0%
减持
CCI
CROWN CASTLE INC
-$874.3K
33,045
-5%
增持
EQIX
EQUINIX INC
+$867.3K
6,922
+9%
清仓
—
AVALON ACQUISITION INC
-$866.4K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$857.9K
11,874
+78%
增持
ABT
ABBOTT LABS
+$819.4K
98,532
+1%
增持
PSX
PHILLIPS 66
+$811.0K
46,387
+30%
增持
MDU
MDU RES GROUP INC
-$804.5K
87,044
+1%
清仓
VMI
VALMONT INDS INC
-$793.4K
0
-100%
建仓
HSIC
HENRY SCHEIN INC
+$785.2K
9,682
建仓
TTD
THE TRADE DESK INC
+$781.1K
10,115
减持
SBUX
STARBUCKS CORP
-$774.3K
70,190
-5%
建仓
IOT
SAMSARA INC
+$771.1K
27,826
清仓
DOV
DOVER CORP
-$760.9K
0
-100%
清仓
SBC
PONO CAP TWO INC
-$746.1K
0
-100%
建仓
BAX
BAXTER INTL INC
+$710.8K
15,602
增持
DEO
DIAGEO PLC
+$710.3K
33,588
+19%
增持
MELI
MERCADOLIBRE INC
+$695.8K
919
+208%
增持
SCHA
SCHWAB STRATEGIC TR
+$693.1K
22,326
+229%
减持
COF
CAPITAL ONE FINL CORP
+$689.9K
59,879
-2%
增持
WHR
WHIRLPOOL CORP
+$680.0K
25,062
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$673.1K
65,218
+17%
减持
DNP
DNP SELECT INCOME FD INC
-$654.4K
41,603
-58%
增持
XLY
SELECT SECTOR SPDR TR
+$640.7K
20,639
+8%
增持
USMV
ISHARES TR
+$640.1K
188,778
+3%
清仓
—
NUVEEN OHIO QLTY MUN INCOME
-$637.1K
0
-100%
增持
—
FERRARI N V
+$628.5K
4,630
+42%
增持
SCHX
SCHWAB STRATEGIC TR
+$625.2K
41,497
+30%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$618.1K
25,897
+43%
增持
HUM
HUMANA INC
+$617.3K
2,243
+182%
