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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 91
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$17.7M
239,019
+5%
增持
COST
COSTCO WHSL CORP NEW
+$11.8M
46,183
+39%
增持
BIL
SPDR SER TR
+$11.7M
707,634
+23%
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
IVV
ISHARES TR
+$11.7M
267,580
-1%
减持
AAPL
APPLE INC
+$10.8M
542,732
-1%
减持
—
PIONEER NAT RES CO
-$9.6M
3,871
-91%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.3M
116,532
+81%
增持
PSX
PHILLIPS 66
+$9.1M
118,626
+113%
减持
—
EXXON MOBIL CORP
-$8.9M
200,272
-19%
增持
CTAS
CINTAS CORP
+$8.8M
18,107
+321%
减持
AJG
GALLAGHER ARTHUR J & CO
-$8.7M
6,010
-86%
增持
AMZN
AMAZON COM INC
+$8.6M
331,911
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.5M
23,142
+752%
增持
GD
GENERAL DYNAMICS CORP
+$8.3M
34,414
+1160%
增持
META
META PLATFORMS INC
+$8.3M
85,730
+17%
增持
OEF
ISHARES TR
+$6.9M
133,576
+17%
减持
AVGO
BROADCOM INC
+$6.8M
24,014
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$6.8M
48,157
+806%
增持
HD
HOME DEPOT INC
+$6.1M
49,348
+35%
增持
GOOGL
ALPHABET INC
+$5.7M
258,546
+11%
增持
CAT
CATERPILLAR INC
+$5.6M
53,518
+42%
减持
NEE
NEXTERA ENERGY INC
-$5.2M
156,684
-39%
增持
SPSM
SPDR SER TR
+$5.0M
450,009
+19%
增持
VOO
VANGUARD INDEX FDS
+$5.0M
24,065
+70%
减持
CVX
CHEVRON CORP NEW
-$5.0M
92,090
-17%
增持
ADBE
ADOBE INC
+$4.8M
28,629
+19%
增持
HON
HONEYWELL INTL INC
+$4.3M
53,213
+43%
增持
XLRE
SELECT SECTOR SPDR TR
+$4.2M
362,392
+20%
增持
V
VISA INC
+$4.1M
126,621
+1%
减持
—
PENTAIR PLC
-$4.0M
66,541
-51%
增持
IJR
ISHARES TR
+$4.0M
170,719
+11%
增持
NOW
SERVICENOW INC
+$3.9M
21,024
+7%
增持
NVDA
NVIDIA CORPORATION
+$3.9M
49,411
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$3.8M
132,022
+0%
减持
PM
PHILIP MORRIS INTL INC
-$3.5M
16,060
-70%
减持
IWR
ISHARES TR
+$3.5M
419,980
-0%
减持
NFLX
NETFLIX INC
+$3.5M
34,379
-2%
增持
ORCL
ORACLE CORP
+$3.5M
92,919
+56%
增持
IJH
ISHARES TR
+$3.5M
28,070
+62%
减持
IWM
ISHARES TR
+$3.3M
169,038
-2%
减持
UNM
UNUM GROUP
-$3.3M
5,223
-93%
减持
CMCSA
COMCAST CORP NEW
-$3.2M
245,970
-22%
增持
PANW
PALO ALTO NETWORKS INC
+$3.2M
23,065
+49%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.1M
60,901
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$3.1M
18,381
减持
JPM
JPMORGAN CHASE & CO
-$3.0M
141,896
-24%
增持
QQQ
INVESCO QQQ TR
+$3.0M
45,891
+4%
增持
URI
UNITED RENTALS INC
+$2.9M
9,122
+77%
减持
PEP
PEPSICO INC
-$2.9M
70,933
-19%
减持
ZTS
ZOETIS INC
-$2.9M
83,558
-25%
增持
TJX
TJX COS INC NEW
+$2.8M
53,371
+116%
减持
BILS
SPDR SER TR
-$2.8M
128,714
-18%
减持
VTIP
VANGUARD MALVERN FDS
-$2.7M
10,794
-84%
清仓
ESS
ESSEX PPTY TR INC
-$2.7M
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.6M
126,868
+36%
增持
IYZ
ISHARES TR
+$2.6M
489,571
+22%
增持
AFL
AFLAC INC
+$2.5M
36,195
+520%
增持
HSY
HERSHEY CO
+$2.5M
15,718
+575%
增持
SPYV
SPDR SER TR
+$2.5M
184,786
+24%
减持
WHR
WHIRLPOOL CORP
-$2.4M
1,769
-91%
减持
CRM
SALESFORCE INC
-$2.4M
21,223
-46%
清仓
AEHR
AEHR TEST SYS
-$2.4M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$2.3M
44,998
+2%
增持
—
FERRARI N V
+$2.2M
29,049
+13%
增持
IWD
ISHARES TR
+$2.2M
18,154
+254%
增持
SPYG
SPDR SER TR
+$2.2M
144,821
+19%
减持
SPTS
SPDR SER TR
-$2.2M
457,474
-15%
增持
XLF
SELECT SECTOR SPDR TR
+$2.1M
427,373
+2%
建仓
EFG
ISHARES TR
+$2.1M
21,785
减持
FDX
FEDEX CORP
-$2.1M
2,495
-76%
减持
—
TE CONNECTIVITY LTD
-$2.1M
8,710
-67%
增持
EQIX
EQUINIX INC
+$2.0M
9,337
+24%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
48,154
+9%
减持
VXUS
VANGUARD STAR FDS
+$2.0M
512,779
-1%
增持
COR
CENCORA INC
+$2.0M
71,815
+1%
减持
LLY
ELI LILLY & CO
+$2.0M
43,642
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
109,279
+8%
减持
COF
CAPITAL ONE FINL CORP
+$1.9M
58,230
-1%
增持
IWO
ISHARES TR
+$1.9M
13,289
+100%
增持
AGG
ISHARES TR
+$1.8M
67,856
+29%
减持
PFE
PFIZER INC
-$1.8M
271,738
-6%
增持
USMV
ISHARES TR
+$1.8M
192,825
+5%
增持
PFF
ISHARES TR
+$1.7M
1,144,014
+2%
增持
VXF
VANGUARD INDEX FDS
+$1.7M
68,234
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.7M
211,101
+4%
清仓
HCA
HCA HEALTHCARE INC
-$1.7M
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.6M
2,581
-70%
增持
—
SUPER MICRO COMPUTER INC
+$1.6M
7,455
+313%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.6M
27,788
增持
AMT
AMERICAN TOWER CORP NEW
+$1.6M
15,067
+49%
增持
—
LINDE PLC
+$1.6M
9,120
+56%
增持
CSCO
CISCO SYS INC
+$1.5M
191,269
+26%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.5M
8,113
-78%
建仓
—
MR COOPER GROUP INC
+$1.5M
23,470
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$1.5M
464,998
-17%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.5M
281,408
+15%
清仓
MBLY
MOBILEYE GLOBAL INC
-$1.5M
0
-100%
增持
CNQ
CANADIAN NAT RES LTD
+$1.5M
75,338
+42%
增持
MEDP
MEDPACE HLDGS INC
+$1.5M
7,150
+147%
建仓
ZS
ZSCALER INC
+$1.5M
6,711
增持
VHT
VANGUARD WORLD FDS
+$1.5M
54,914
+5%
减持
PGR
PROGRESSIVE CORP
+$1.5M
76,812
-1%
增持
GOOG
ALPHABET INC
+$1.5M
153,427
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$1.5M
23,008
+438%
减持
ABNB
AIRBNB INC
-$1.4M
4,558
-70%
增持
—
ARISTA NETWORKS INC
+$1.4M
12,312
+54%
增持
ABT
ABBOTT LABS
+$1.4M
100,635
+1%
减持
IWF
ISHARES TR
+$1.4M
43,039
-2%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.4M
148,770
+22%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$1.4M
259,832
+65%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$1.3M
627,920
+8%
增持
SHY
ISHARES TR
+$1.2M
129,857
+12%
增持
IGSB
ISHARES TR
+$1.2M
175,489
+13%
减持
IAU
ISHARES GOLD TR
+$1.2M
318,671
-1%
增持
IOT
SAMSARA INC
+$1.2M
42,397
+432%
减持
MCD
MCDONALDS CORP
+$1.2M
36,749
-0%
增持
WSO
WATSCO INC
+$1.2M
7,298
+44%
增持
UBER
UBER TECHNOLOGIES INC
+$1.2M
38,533
+50%
建仓
DLR
DIGITAL RLTY TR INC
+$1.2M
8,678
增持
AMGN
AMGEN INC
+$1.2M
29,140
+8%
增持
SYK
STRYKER CORPORATION
+$1.2M
16,321
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
19,153
+3%
增持
INTC
INTEL CORP
+$1.1M
66,281
+8%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
154,723
-1%
增持
ALB
ALBEMARLE CORP
+$1.1M
9,501
+536%
清仓
ALLY
ALLY FINL INC
-$1.1M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
11,440
+85%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$1.0M
100,978
+622%
清仓
HUBS
HUBSPOT INC
-$1.0M
0
-100%
增持
IGIB
ISHARES TR
+$1.0M
133,453
+10%
增持
IWN
ISHARES TR
+$1.0M
8,031
+412%
清仓
FTNT
FORTINET INC
-$1.0M
0
-100%
增持
IT
GARTNER INC
+$1.0M
6,346
+19%
建仓
—
INVESCO QQQ TR
+$1.0M
2,500
增持
VO
VANGUARD INDEX FDS
+$1.0M
33,094
+3%
建仓
ARM
ARM HOLDINGS PLC
+$1.0M
13,415
减持
BAC
BANK AMERICA CORP
+$1.0M
187,937
-3%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$999.8K
3,916
减持
AZO
AUTOZONE INC
-$956.0K
313
-55%
增持
XLV
SELECT SECTOR SPDR TR
+$950.4K
90,235
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$948.4K
24,696
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$934.5K
62,865
+2%
增持
EMR
EMERSON ELEC CO
+$902.6K
32,897
+38%
建仓
—
PATTERSON COS INC
+$885.2K
31,115
增持
CBOE
CBOE GLOBAL MKTS INC
+$871.9K
25,327
+8%
增持
SYM
SYMBOTIC INC
+$870.2K
41,407
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$867.6K
12,311
+3%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$867.1K
14,534
增持
CAVA
CAVA GROUP INC
+$866.3K
25,038
+265%
增持
TMUS
T-MOBILE US INC
+$859.2K
21,881
+16%
