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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 81
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
KLAC
KLA CORP
-$44.5M
897,555
+0%
增持
AAPL
APPLE INC
+$20.1M
686,229
+3%
减持
CWB
SPDR SER TR
-$18.8M
6,448
-98%
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
SRLN
SSGA ACTIVE ETF TR
-$15.7M
15,058
-96%
增持
—
BLACKROCK INC
+$15.2M
17,015
+1294%
减持
BIL
SPDR SER TR
-$15.1M
941,220
-15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$13.9M
3,828
-90%
增持
BAC
BANK AMERICA CORP
+$13.5M
531,330
+180%
增持
—
ROYAL CARIBBEAN GROUP
+$13.3M
76,871
+3935%
减持
—
INVESCO QQQ TR
-$13.1M
700
-98%
增持
HD
HOME DEPOT INC
+$12.9M
66,988
+62%
减持
PSX
PHILLIPS 66
-$12.5M
52,788
-62%
增持
—
PENTAIR PLC
+$12.5M
175,574
+191%
增持
ULTA
ULTA BEAUTY INC
+$11.9M
34,299
+797%
减持
ELF
E L F BEAUTY INC
-$11.9M
4,877
-92%
减持
GD
GENERAL DYNAMICS CORP
-$11.0M
5,230
-88%
增持
ADBE
ADOBE INC
+$10.9M
32,930
+198%
增持
MBB
ISHARES TR
+$10.3M
171,046
+157%
减持
COR
CENCORA INC
-$10.2M
46,819
-49%
增持
IGIB
ISHARES TR
+$9.9M
430,924
+67%
减持
GOOGL
ALPHABET INC
-$9.8M
241,810
-12%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$9.5M
183,660
+996%
增持
SPY
SPDR S&P 500 ETF TR
+$9.5M
65,818
+27%
增持
—
EATON CORP PLC
+$9.3M
45,425
+148%
增持
META
META PLATFORMS INC
+$9.2M
100,448
+5%
增持
IVV
ISHARES TR
+$9.1M
271,671
+1%
增持
PGR
PROGRESSIVE CORP
+$8.0M
122,496
+10%
增持
SPSM
SPDR SER TR
+$7.8M
709,016
+20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.6M
357,884
+4%
减持
V
VISA INC
-$7.4M
114,594
-23%
增持
XLF
SELECT SECTOR SPDR TR
+$6.8M
799,129
+12%
增持
URI
UNITED RENTALS INC
+$6.4M
11,060
+183%
减持
CVX
CHEVRON CORP NEW
-$5.9M
92,122
-26%
增持
CMI
CUMMINS INC
+$5.5M
36,175
+60%
增持
NFLX
NETFLIX INC
+$5.4M
43,357
+16%
增持
IWM
ISHARES TR
+$5.3M
187,236
+5%
减持
VUG
VANGUARD INDEX FDS
-$5.3M
63,789
-20%
减持
DELL
DELL TECHNOLOGIES INC
-$5.2M
2,684
-93%
增持
AJG
GALLAGHER ARTHUR J & CO
+$5.2M
86,597
+17%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.1M
72,556
-67%
增持
ORCL
ORACLE CORP
+$5.1M
127,639
+8%
增持
IGSB
ISHARES TR
+$5.1M
410,685
+27%
增持
OEF
ISHARES TR
+$4.9M
92,155
+18%
增持
GNRC
GENERAC HLDGS INC
+$4.6M
30,801
+1402%
增持
VOT
VANGUARD INDEX FDS
+$4.6M
71,680
+28%
增持
NOW
SERVICENOW INC
+$4.4M
14,477
+34%
增持
SPYV
SPDR SER TR
+$4.4M
454,972
+13%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$4.4M
9,169
-96%
清仓
—
SUPER MICRO COMPUTER INC
-$4.3M
0
-100%
增持
—
ARISTA NETWORKS INC
+$4.1M
21,748
+81%
增持
IWR
ISHARES TR
+$4.1M
451,600
+3%
增持
QQQ
INVESCO QQQ TR
+$4.1M
57,986
+15%
增持
—
EXXON MOBIL CORP
+$4.1M
253,158
+14%
增持
PG
PROCTER AND GAMBLE CO
+$4.0M
104,880
+23%
减持
VTV
VANGUARD INDEX FDS
-$4.0M
203,856
-17%
增持
MSFT
MICROSOFT CORP
-$3.9M
270,802
+0%
减持
ARM
ARM HOLDINGS PLC
-$3.9M
55,410
-23%
减持
MEDP
MEDPACE HLDGS INC
-$3.9M
1,254
-88%
增持
SHY
ISHARES TR
+$3.8M
264,833
+19%
减持
DRI
DARDEN RESTAURANTS INC
-$3.7M
1,233
-95%
减持
GOOG
ALPHABET INC
-$3.7M
180,124
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
74,460
-1%
增持
MELI
MERCADOLIBRE INC
+$3.6M
2,545
+157%
减持
DIS
DISNEY WALT CO
-$3.6M
90,970
-27%
减持
WM
WASTE MGMT INC DEL
-$3.4M
71,814
-16%
增持
TFC
TRUIST FINL CORP
+$3.2M
149,993
+83%
增持
SWK
STANLEY BLACK & DECKER INC
+$3.1M
33,427
+394%
增持
JPM
JPMORGAN CHASE & CO.
+$3.1M
189,774
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.0M
70,007
-3%
减持
EMR
EMERSON ELEC CO
-$2.9M
7,133
-78%
增持
MU
MICRON TECHNOLOGY INC
+$2.8M
34,637
+452%
增持
SPDW
SPDR INDEX SHS FDS
+$2.7M
204,319
+45%
增持
SRE
SEMPRA
+$2.7M
50,030
+152%
增持
—
FERRARI N V
+$2.7M
39,656
+1%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.6M
165,467
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.6M
28,347
+3%
减持
MUSI
AMERICAN CENTY ETF TR
-$2.5M
248,619
-21%
建仓
—
ONESTREAM INC
+$2.4M
71,159
增持
SPMD
SPDR SER TR
+$2.3M
60,088
+215%
减持
VXUS
VANGUARD STAR FDS
+$2.3M
528,574
-0%
增持
SPYD
SPDR SER TR
+$2.2M
182,056
+21%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$2.2M
442,433
-33%
建仓
ALAB
ASTERA LABS INC
+$2.2M
42,061
减持
CWI
SPDR INDEX SHS FDS
-$2.2M
21,245
-79%
增持
EMN
EASTMAN CHEM CO
+$2.2M
38,975
+75%
减持
VRT
VERTIV HOLDINGS CO
-$2.2M
41,192
-43%
增持
PFF
ISHARES TR
+$2.2M
1,175,764
+1%
减持
QGRO
AMERICAN CENTY ETF TR
-$2.1M
97,095
-24%
减持
CAT
CATERPILLAR INC
+$2.1M
38,353
-1%
增持
ZTS
ZOETIS INC
+$2.1M
84,177
+2%
增持
IAU
ISHARES GOLD TR
+$2.1M
321,540
+2%
建仓
—
MICRON TECHNOLOGY INC
+$2.1M
20,000
增持
NEE
NEXTERA ENERGY INC
+$2.1M
148,911
+0%
建仓
—
TE CONNECTIVITY PLC
+$2.1M
13,599
增持
XLB
SELECT SECTOR SPDR TR
+$2.0M
162,416
+5%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$2.0M
39,781
-81%
减持
APP
APPLOVIN CORP
+$2.0M
46,521
-5%
增持
TJX
TJX COS INC NEW
+$2.0M
109,387
+11%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$1.9M
10,045
减持
EIM
EATON VANCE MUN BD FD
-$1.9M
307,177
-38%
增持
MUB
ISHARES TR
+$1.9M
97,948
+19%
减持
LLY
ELI LILLY & CO
-$1.9M
57,982
-1%
增持
TMUS
T-MOBILE US INC
+$1.9M
38,169
+12%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.8M
34,393
+13%
建仓
PSEP
INNOVATOR ETFS TRUST
+$1.7M
44,824
减持
—
ACCENTURE PLC IRELAND
+$1.7M
36,592
-1%
清仓
—
TE CONNECTIVITY LTD
-$1.7M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$1.7M
122,781
-2%
清仓
—
BROADCOM INC
-$1.6M
0
-100%
增持
MSTR
MICROSTRATEGY INC
+$1.6M
46,149
+922%
减持
AGG
ISHARES TR
-$1.6M
306,948
-9%
减持
PWR
QUANTA SVCS INC
-$1.5M
21,723
-31%
增持
SPYG
SPDR SER TR
+$1.5M
204,496
+6%
减持
INTC
INTEL CORP
-$1.5M
160,934
-6%
减持
MCD
MCDONALDS CORP
+$1.5M
35,898
-3%
增持
IR
INGERSOLL RAND INC
+$1.5M
45,515
+39%
增持
GLW
CORNING INC
+$1.4M
41,479
+281%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.4M
9,258
-31%
增持
EQIX
EQUINIX INC
+$1.4M
8,123
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4M
257,233
+12%
减持
QCOM
QUALCOMM INC
-$1.4M
41,891
-2%
增持
IT
GARTNER INC
+$1.4M
11,421
+16%
清仓
COIN
COINBASE GLOBAL INC
-$1.3M
0
-100%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.3M
22,476
+16%
减持
PJUN
INNOVATOR ETFS TRUST
-$1.3M
12,817
-74%
减持
IJR
ISHARES TR
+$1.2M
138,684
-1%
增持
ABBV
ABBVIE INC
+$1.2M
40,988
+2%
减持
SO
SOUTHERN CO
+$1.2M
172,449
-7%
减持
NVO
NOVO-NORDISK A S
-$1.2M
33,908
-8%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
51,023
+3%
增持
IJJ
ISHARES TR
+$1.2M
40,827
+21%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
145,033
+4%
建仓
TEM
TEMPUS AI INC
+$1.2M
20,944
减持
TSLA
TESLA INC
+$1.2M
19,309
-1%
清仓
—
APTIV PLC
-$1.1M
0
-100%
增持
AVGO
BROADCOM INC
-$1.1M
261,296
+808%
增持
AMZN
AMAZON COM INC
+$1.1M
419,061
+5%
增持
—
MEDTRONIC PLC
+$1.1M
52,342
+15%
减持
XLU
SELECT SECTOR SPDR TR
+$1.1M
102,586
-2%
建仓
—
AA MISSION ACQUISITION CORP
+$1.1M
111,700
增持
SBUX
STARBUCKS CORP
+$1.1M
55,793
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$1.1M
98,442
+2%
增持
MPWR
MONOLITHIC PWR SYS INC
+$1.1M
2,179
+91%
增持
TIP
ISHARES TR
+$1.1M
285,143
+0%
清仓
INCY
INCYTE CORP
-$1.1M
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$1.1M
35,072
-24%
增持
BX
BLACKSTONE INC
+$1.1M
32,557
+3%
减持
SLYG
SPDR SER TR
-$1.1M
48,396
-25%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$998.2K
60,580
-47%
减持
CAVA
CAVA GROUP INC
-$996.7K
23,370
-44%
