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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 81
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IJR
ISHARES TR
+$11.5M
153,478
+421%
增持
IAU
ISHARES GOLD TR
+$10.9M
320,630
+3671%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.5M
72,196
+1444%
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
VHT
VANGUARD WORLD FDS
+$10.4M
52,274
+590%
减持
AZO
AUTOZONE INC
-$10.0M
695
-85%
减持
MRK
MERCK & CO INC
-$9.8M
53,263
-60%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.6M
202,946
+211%
建仓
VXF
VANGUARD INDEX FDS
+$9.5M
66,236
增持
—
PIONEER NAT RES CO
+$8.5M
45,488
+387%
增持
VTV
VANGUARD INDEX FDS
+$8.4M
68,246
+870%
增持
AVUV
AMERICAN CENTY ETF TR
+$7.6M
100,982
+3051%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.1M
64,365
+379%
减持
PANW
PALO ALTO NETWORKS INC
-$7.0M
15,497
-63%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.6M
193,945
+206%
增持
VO
VANGUARD INDEX FDS
+$6.3M
32,072
+2014%
清仓
WYNN
WYNN RESORTS LTD
-$6.3M
0
-100%
增持
—
FERRARI N V
+$6.1M
25,680
+455%
建仓
SCHO
SCHWAB STRATEGIC TR
+$5.8M
121,644
增持
NVDA
NVIDIA CORPORATION
+$5.8M
47,337
+36%
减持
QQQ
INVESCO QQQ TR
-$5.5M
44,140
-24%
建仓
IHI
ISHARES TR
+$4.9M
101,408
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$4.8M
95,129
减持
TLT
ISHARES TR
-$4.7M
4,230
-91%
建仓
AOR
ISHARES TR
+$4.6M
92,829
增持
IVV
ISHARES TR
+$4.6M
270,396
+8%
增持
VPU
VANGUARD WORLD FDS
+$4.5M
36,976
+2062%
增持
—
EXXON MOBIL CORP
+$4.5M
245,762
+8%
增持
COST
COSTCO WHSL CORP NEW
+$4.2M
33,274
+22%
增持
GOOG
ALPHABET INC
+$3.9M
152,936
+14%
增持
GOOGL
ALPHABET INC
+$3.7M
232,738
+4%
增持
VNQ
VANGUARD INDEX FDS
+$3.5M
50,021
+1224%
减持
KMI
KINDER MORGAN INC DEL
-$3.4M
248,145
-43%
建仓
SWK
STANLEY BLACK & DECKER INC
+$3.3M
39,692
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$3.3M
562,629
+42%
建仓
VTIP
VANGUARD MALVERN FDS
+$3.2M
68,563
增持
IJH
ISHARES TR
+$3.1M
17,337
+284%
减持
AVGO
BROADCOM INC
-$3.1M
24,049
-10%
增持
ADBE
ADOBE INC
+$3.0M
24,088
+27%
增持
MSFT
MICROSOFT CORP
-$2.8M
228,682
+4%
减持
OEF
ISHARES TR
-$2.7M
114,502
-8%
增持
AMZN
AMAZON COM INC
+$2.7M
329,090
+10%
减持
MCD
MCDONALDS CORP
-$2.6M
36,763
-11%
减持
BILS
SPDR SER TR
-$2.6M
156,243
-14%
减持
NKE
NIKE INC
-$2.5M
52,646
-22%
减持
ESS
ESSEX PPTY TR INC
-$2.4M
12,600
-42%
建仓
VOX
VANGUARD WORLD FDS
+$2.3M
22,030
减持
DIS
DISNEY WALT CO
-$2.3M
83,896
-18%
增持
PSX
PHILLIPS 66
+$2.3M
55,735
+20%
减持
PEP
PEPSICO INC
-$2.3M
88,110
-5%
增持
XLRE
SELECT SECTOR SPDR TR
+$2.2M
302,054
+41%
减持
ULTA
ULTA BEAUTY INC
-$2.2M
4,473
-48%
增持
—
TE CONNECTIVITY LTD
+$2.2M
26,557
+233%
增持
EMR
EMERSON ELEC CO
+$2.0M
23,809
+730%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0M
18,608
-17%
增持
SYK
STRYKER CORPORATION
+$2.0M
13,638
+141%
增持
AAPL
APPLE INC
-$2.0M
547,413
+11%
增持
TJX
TJX COS INC NEW
+$2.0M
24,761
+824%
减持
VXUS
VANGUARD STAR FDS
-$1.9M
517,656
-2%
减持
IWM
ISHARES TR
-$1.9M
173,341
-0%
增持
HUM
HUMANA INC
+$1.9M
5,931
+164%
增持
NEE
NEXTERA ENERGY INC
-$1.9M
256,484
+15%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$1.9M
24,566
减持
COR
CENCORA INC
-$1.9M
70,768
-7%
增持
IGIB
ISHARES TR
+$1.9M
121,290
+52%
增持
PFF
ISHARES TR
+$1.9M
1,125,589
+9%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.8M
23,369
+76%
增持
AMGN
AMGEN INC
+$1.8M
26,895
+10%
增持
URI
UNITED RENTALS INC
+$1.8M
5,151
+347%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.8M
4,548
+391%
增持
CTAS
CINTAS CORP
+$1.7M
4,303
+529%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.6M
8,539
+242%
增持
UNM
UNUM GROUP
+$1.6M
71,333
+77%
增持
XLE
SELECT SECTOR SPDR TR
+$1.6M
156,109
+1%
建仓
IBB
ISHARES TR
+$1.5M
12,347
建仓
SCHE
SCHWAB STRATEGIC TR
+$1.5M
62,832
减持
IWF
ISHARES TR
-$1.5M
43,781
-8%
减持
SPTS
SPDR SER TR
-$1.5M
537,904
-8%
增持
TMUS
T-MOBILE US INC
+$1.5M
18,914
+120%
增持
HCA
HCA HEALTHCARE INC
+$1.4M
6,713
+826%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
24,625
减持
SPSM
SPDR SER TR
-$1.4M
377,871
-4%
增持
AMAT
APPLIED MATLS INC
+$1.4M
16,523
+166%
清仓
—
STRATIM CLOUD ACQUISITION CO
-$1.4M
0
-100%
减持
CCI
CROWN CASTLE INC
-$1.3M
26,287
-20%
减持
CRM
SALESFORCE INC
-$1.3M
39,515
-11%
增持
EEMV
ISHARES INC
+$1.3M
28,922
+603%
建仓
PFSI
PENNYMAC FINL SVCS INC NEW
+$1.3M
19,721
增持
SRLN
SSGA ACTIVE ETF TR
+$1.3M
245,354
+14%
增持
XLK
SELECT SECTOR SPDR TR
-$1.3M
131,784
+0%
减持
PWR
QUANTA SVCS INC
-$1.3M
60,256
-6%
清仓
SNOW
SNOWFLAKE INC
-$1.3M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
43,985
+11%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
22,268
+7%
减持
GLD
SPDR GOLD TR
-$1.2M
23,693
-20%
增持
—
ARISTA NETWORKS INC
+$1.2M
7,999
+352%
建仓
SDY
SPDR SER TR
+$1.2M
10,239
增持
IWR
ISHARES TR
-$1.2M
420,924
+1%
增持
IT
GARTNER INC
+$1.2M
5,337
+175%
建仓
EQR
EQUITY RESIDENTIAL
+$1.2M
19,651
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
187,245
+5%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$1.1M
456,690
+46%
增持
CACI
CACI INTL INC
+$1.1M
4,477
+378%
增持
ABT
ABBOTT LABS
-$1.1M
99,740
+1%
增持
CAT
CATERPILLAR INC
+$1.1M
37,568
+1%
减持
WHR
WHIRLPOOL CORP
-$1.1M
19,862
-21%
减持
—
ASML HOLDING N V
-$1.1M
1,358
-47%
建仓
FTNT
FORTINET INC
+$1.0M
17,624
清仓
ON
ON SEMICONDUCTOR CORP
-$1.0M
0
-100%
增持
IGSB
ISHARES TR
+$1.0M
155,902
+16%
增持
COP
CONOCOPHILLIPS
+$1.0M
57,221
+1%
增持
WM
WASTE MGMT INC DEL
-$984.8K
91,866
+6%
增持
MUB
ISHARES TR
+$980.0K
48,866
+29%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$963.5K
18,196
增持
ISRG
INTUITIVE SURGICAL INC
+$959.7K
9,872
+75%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$932.9K
9,454
+8%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$931.5K
3,640
+46%
增持
UBER
UBER TECHNOLOGIES INC
+$926.3K
25,703
+334%
减持
CWB
SPDR SER TR
-$914.8K
316,109
-1%
增持
PG
PROCTER AND GAMBLE CO
+$913.2K
70,622
+14%
减持
HON
HONEYWELL INTL INC
-$892.3K
37,093
-1%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$860.9K
2,097
增持
SCHA
SCHWAB STRATEGIC TR
+$860.2K
44,377
+99%
减持
DEO
DIAGEO PLC
-$851.7K
33,350
-1%
增持
—
NVENT ELECTRIC PLC
+$849.6K
23,174
+216%
减持
COF
CAPITAL ONE FINL CORP
-$846.7K
58,756
-2%
增持
CSCO
CISCO SYS INC
+$835.8K
151,213
+7%
增持
WCC
WESCO INTL INC
+$814.5K
7,425
+425%
增持
SHY
ISHARES TR
+$812.8K
116,160
+10%
减持
META
META PLATFORMS INC
-$810.9K
73,462
-8%
减持
DE
DEERE & CO
-$766.1K
26,752
-0%
减持
USMV
ISHARES TR
-$755.5K
183,426
-3%
清仓
—
GOAL ACQUISITIONS CORP
-$749.4K
0
-100%
减持
MPC
MARATHON PETE CORP
+$739.2K
22,214
-1%
增持
TIP
ISHARES TR
-$733.7K
299,275
+1%
增持
KO
COCA COLA CO
+$733.4K
63,920
+35%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$723.1K
26,580
-0%
减持
MPWR
MONOLITHIC PWR SYS INC
-$721.5K
1,820
-37%
清仓
SQ
BLOCK INC
-$719.6K
0
-100%
减持
GPN
GLOBAL PMTS INC
+$716.0K
43,214
-0%
增持
ITOT
ISHARES TR
+$706.1K
22,205
+57%
增持
NTST
NETSTREIT CORP
+$699.1K
79,238
+164%
减持
PM
PHILIP MORRIS INTL INC
-$696.9K
54,214
-7%
增持
FCN
FTI CONSULTING INC
+$686.1K
5,044
+349%
增持
ORCL
ORACLE CORP
-$684.1K
59,645
+1%
减持
MKC
MCCORMICK & CO INC
-$681.4K
56,433
-1%
减持
ZTS
ZOETIS INC
-$667.2K
111,263
-4%
减持
TXN
TEXAS INSTRS INC
-$654.6K
12,477
-15%
减持
CMCSA
COMCAST CORP NEW
+$653.6K
316,057
-2%
增持
SHM
SPDR SER TR
+$630.9K
19,759
+229%
建仓
SCHR
SCHWAB STRATEGIC TR
+$623.5K
13,006
