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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 24
增持 106
减持 15
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
KLAC
KLA CORP
+$627.4M
898,120
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$41.2M
351,964
+202%
增持
VTV
VANGUARD INDEX FDS
+$35.0M
275,328
+319%
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
AGG
ISHARES TR
+$28.2M
356,367
+425%
增持
VUG
VANGUARD INDEX FDS
+$25.7M
87,060
+531%
增持
NVDA
NVIDIA CORPORATION
+$25.4M
55,202
+12%
增持
MSFT
MICROSOFT CORP
+$22.3M
266,540
+12%
增持
LLY
ELI LILLY & CO
+$20.0M
58,450
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$19.5M
109,067
+1288%
增持
AMZN
AMAZON COM INC
+$19.0M
384,894
+16%
增持
DIS
DISNEY WALT CO
+$18.0M
206,837
+155%
建仓
MUSI
AMERICAN CENTY ETF TR
+$15.1M
347,395
增持
IVV
ISHARES TR
+$14.8M
271,302
+1%
增持
XLF
SELECT SECTOR SPDR TR
+$14.8M
731,872
+71%
增持
SO
SOUTHERN CO
+$13.0M
184,446
+5223%
增持
META
META PLATFORMS INC
+$12.7M
88,593
+3%
建仓
QGRO
AMERICAN CENTY ETF TR
+$12.2M
143,635
增持
JPM
JPMORGAN CHASE & CO
+$12.2M
181,306
+28%
增持
AJG
GALLAGHER ARTHUR J & CO
+$11.8M
52,509
+774%
增持
BIL
SPDR SER TR
+$11.6M
831,234
+17%
减持
OEF
ISHARES TR
-$10.6M
77,698
-42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.2M
76,058
+25%
增持
COST
COSTCO WHSL CORP NEW
+$9.4M
54,553
+18%
减持
ADBE
ADOBE INC
-$9.3M
15,479
-46%
增持
PANW
PALO ALTO NETWORKS INC
+$9.0M
55,680
+141%
增持
SRLN
SSGA ACTIVE ETF TR
+$8.7M
485,621
+73%
建仓
VOE
VANGUARD INDEX FDS
+$8.1M
51,690
建仓
MSTR
MICROSTRATEGY INC
+$7.7M
4,500
增持
SCHD
SCHWAB STRATEGIC TR
+$7.6M
293,945
+39%
增持
HD
HOME DEPOT INC
+$7.4M
63,919
+30%
增持
V
VISA INC
+$7.2M
143,922
+14%
增持
NFLX
NETFLIX INC
+$7.2M
39,384
+15%
建仓
SLYV
SPDR SER TR
+$7.1M
85,638
减持
PNC
PNC FINL SVCS GROUP INC
-$6.7M
4,397
-91%
增持
BAX
BAXTER INTL INC
+$6.7M
164,110
+1980%
增持
GOOG
ALPHABET INC
+$6.7M
185,996
+21%
增持
SPY
SPDR S&P 500 ETF TR
+$6.6M
29,935
+56%
增持
CVX
CHEVRON CORP NEW
+$6.5M
128,204
+39%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$6.5M
82,575
增持
CAT
CATERPILLAR INC
+$6.5M
60,792
+14%
建仓
SLYG
SPDR SER TR
+$6.3M
72,566
增持
—
FERRARI N V
+$6.2M
36,661
+26%
增持
SHY
ISHARES TR
+$6.1M
204,805
+58%
增持
PSX
PHILLIPS 66
+$6.1M
133,778
+13%
增持
CTAS
CINTAS CORP
+$6.0M
24,635
+36%
减持
PWR
QUANTA SVCS INC
-$5.7M
22,873
-58%
建仓
DHS
WISDOMTREE TR
+$5.4M
62,873
增持
AVGO
BROADCOM INC
+$5.4M
24,329
+1%
减持
NOW
SERVICENOW INC
-$5.4M
12,462
-41%
增持
IGSB
ISHARES TR
+$5.3M
278,109
+58%
减持
SPTS
SPDR SER TR
-$5.1M
282,840
-38%
增持
QQQ
INVESCO QQQ TR
+$5.1M
53,819
+17%
增持
COR
CENCORA INC
+$5.0M
81,400
+13%
增持
AMGN
AMGEN INC
+$5.0M
47,058
+61%
建仓
VOT
VANGUARD INDEX FDS
+$4.9M
20,788
减持
BILS
SPDR SER TR
-$4.8M
79,827
-38%
增持
ARM
ARM HOLDINGS PLC
+$4.8M
46,328
+245%
增持
TGT
TARGET CORP
+$4.7M
33,465
+293%
增持
TJX
TJX COS INC NEW
+$4.7M
95,575
+79%
减持
HON
HONEYWELL INTL INC
-$4.7M
31,581
-41%
增持
INTC
INTEL CORP
+$4.5M
176,542
+166%
增持
QCOM
QUALCOMM INC
+$4.5M
42,858
+122%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$4.4M
62,666
增持
ABBV
ABBVIE INC
+$4.4M
40,224
+115%
增持
—
EXXON MOBIL CORP
+$4.4M
210,340
+5%
增持
PGR
PROGRESSIVE CORP
+$4.4M
80,414
+5%
增持
IGIB
ISHARES TR
+$4.3M
217,545
+63%
增持
CVS
CVS HEALTH CORP
+$4.3M
106,114
+100%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$4.2M
298,643
-36%
增持
ORCL
ORACLE CORP
+$4.2M
111,541
+20%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.1M
32,382
+40%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$4.0M
0
-100%
增持
SUB
ISHARES TR
+$3.9M
106,221
+54%
增持
PG
PROCTER AND GAMBLE CO
+$3.8M
87,102
+24%
增持
MRK
MERCK & CO INC
+$3.8M
72,292
+38%
增持
WM
WASTE MGMT INC DEL
+$3.7M
84,288
+6%
增持
APP
APPLOVIN CORP
+$3.7M
58,587
+504%
建仓
DELL
DELL TECHNOLOGIES INC
+$3.7M
32,051
建仓
SCHF
SCHWAB STRATEGIC TR
+$3.7M
93,622
增持
PEP
PEPSICO INC
+$3.6M
89,659
+26%
增持
GOOGL
ALPHABET INC
+$3.6M
263,388
+2%
增持
FCX
FREEPORT-MCMORAN INC
+$3.6M
95,223
+347%
减持
VOO
VANGUARD INDEX FDS
-$3.6M
14,460
-40%
增持
MUB
ISHARES TR
+$3.5M
85,880
+63%
增持
SPSM
SPDR SER TR
+$3.5M
523,323
+16%
增持
GD
GENERAL DYNAMICS CORP
+$3.5M
43,873
+27%
增持
HSY
HERSHEY CO
+$3.5M
32,833
+109%
增持
CMI
CUMMINS INC
+$3.4M
22,469
+67%
建仓
—
SHOCKWAVE MED INC
+$3.4M
10,382
增持
IWR
ISHARES TR
+$3.4M
428,086
+2%
增持
DE
DEERE & CO
+$3.3M
34,339
+27%
增持
AXP
AMERICAN EXPRESS CO
+$3.3M
18,052
+296%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$3.1M
0
-100%
增持
RSG
REPUBLIC SVCS INC
+$3.1M
21,062
+281%
增持
SYK
STRYKER CORPORATION
+$3.1M
22,282
+37%
增持
XLK
SELECT SECTOR SPDR TR
+$3.1M
136,730
+4%
增持
SPYV
SPDR SER TR
+$3.0M
232,509
+26%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.9M
9,638
+168%
建仓
CWI
SPDR INDEX SHS FDS
+$2.9M
101,367
建仓
VRT
VERTIV HOLDINGS CO
+$2.9M
35,046
增持
SHYD
VANECK ETF TRUST
+$2.8M
270,013
+83%
建仓
IXC
ISHARES TR
+$2.8M
64,382
增持
URI
UNITED RENTALS INC
+$2.6M
10,914
+20%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.6M
203,561
+37%
增持
CRM
SALESFORCE INC
+$2.6M
27,076
+28%
增持
KO
COCA COLA CO
+$2.6M
100,715
+65%
增持
VNLA
JANUS DETROIT STR TR
+$2.6M
62,714
+521%
增持
SPYG
SPDR SER TR
+$2.6M
163,685
+13%
增持
CSCO
CISCO SYS INC
+$2.5M
244,408
+28%
增持
IWM
ISHARES TR
+$2.5M
173,359
+3%
增持
XLB
SELECT SECTOR SPDR TR
+$2.5M
115,096
+21%
增持
NVO
NOVO-NORDISK A S
+$2.4M
37,773
+60%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
28,807
+28%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$2.3M
37,708
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.3M
4,297
-77%
增持
IHI
ISHARES TR
+$2.3M
131,218
+31%
增持
ITOT
ISHARES TR
+$2.2M
40,072
+76%
增持
WMT
WALMART INC
+$2.2M
78,038
+396%
减持
IWD
ISHARES TR
-$2.2M
4,671
-74%
清仓
SYM
SYMBOTIC INC
-$2.1M
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$2.1M
0
-100%
清仓
EFG
ISHARES TR
-$2.1M
0
-100%
增持
CAVA
CAVA GROUP INC
+$2.1M
45,123
+80%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$2.0M
40,062
增持
XLE
SELECT SECTOR SPDR TR
+$2.0M
158,807
+3%
增持
IJH
ISHARES TR
-$2.0M
94,930
+238%
增持
PFF
ISHARES TR
+$2.0M
1,169,461
+2%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
51,615
+7%
减持
SWK
STANLEY BLACK & DECKER INC
-$2.0M
6,715
-75%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.0M
181,361
+21%
建仓
EMN
EASTMAN CHEM CO
+$2.0M
19,625
增持
GS
GOLDMAN SACHS GROUP INC
+$2.0M
16,049
+30%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
32,961
增持
BNY
BANK NEW YORK MELLON CORP
+$1.9M
147,030
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$1.8M
95,513
+6%
增持
FISV
FISERV INC
+$1.8M
12,942
+492%
增持
VXUS
VANGUARD STAR FDS
+$1.8M
522,211
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.7M
43,404
+111%
减持
IWO
ISHARES TR
-$1.7M
6,114
-54%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$1.7M
30,972
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.7M
7,249
+50%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$1.6M
28,348
增持
PFE
PFIZER INC
+$1.6M
341,116
+26%
增持
UBER
UBER TECHNOLOGIES INC
+$1.6M
52,123
+35%
建仓
KVYO
KLAVIYO INC
+$1.6M
63,256
减持
CCI
CROWN CASTLE INC
-$1.6M
6,257
-68%
增持
ZTS
ZOETIS INC
-$1.6M
88,086
+5%
增持
TMUS
T-MOBILE US INC
+$1.6M
31,213
+43%
增持
GLD
SPDR GOLD TR
+$1.6M
25,487
+33%
增持
CLX
CLOROX CO DEL
+$1.6M
11,709
+639%
