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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 55
减持 75
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
KLAC
KLA CORP
-$130.4M
896,177
-0%
增持
BIL
SPDR SER TR
+$37.9M
1,360,180
+45%
建仓
BLK
BLACKROCK INC
+$18.5M
18,068
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
CRM
SALESFORCE INC
+$16.6M
55,745
+665%
清仓
—
BLACKROCK INC
-$16.2M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$13.0M
7,408
-78%
减持
ULTA
ULTA BEAUTY INC
-$12.2M
2,726
-92%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$11.9M
260,293
+377%
减持
AVGO
BROADCOM INC
+$11.8M
245,353
-6%
减持
AMZN
AMAZON COM INC
+$11.5M
408,543
-3%
减持
BAC
BANK AMERICA CORP
-$10.0M
252,901
-52%
建仓
ANET
ARISTA NETWORKS INC
+$9.9M
89,432
减持
ADBE
ADOBE INC
-$9.6M
16,715
-49%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$9.6M
181,666
+1035%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$9.1M
24,680
-87%
清仓
—
ARISTA NETWORKS INC
-$8.3M
0
-100%
减持
LLY
ELI LILLY & CO
-$8.0M
56,149
-3%
减持
AAPL
APPLE INC
+$7.9M
669,967
-2%
减持
NFLX
NETFLIX INC
+$6.8M
42,154
-3%
增持
IGIB
ISHARES TR
+$6.6M
578,492
+34%
增持
GOOGL
ALPHABET INC
+$6.3M
245,325
+1%
增持
ABT
ABBOTT LABS
+$6.2M
157,666
+55%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.1M
400,794
+12%
减持
ARM
ARM HOLDINGS PLC
-$6.1M
14,963
-73%
减持
URI
UNITED RENTALS INC
-$6.0M
4,144
-63%
增持
V
VISA INC
+$6.0M
118,694
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$5.8M
191,307
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
73,670
+12%
减持
MRK
MERCK & CO INC
-$5.4M
39,597
-52%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.3M
46,071
-34%
增持
SHY
ISHARES TR
+$5.3M
333,464
+26%
减持
AMGN
AMGEN INC
-$5.3M
35,966
-21%
减持
TGT
TARGET CORP
-$5.3M
8,134
-80%
减持
MSTR
MICROSTRATEGY INC
-$4.8M
10,444
-77%
减持
VTV
VANGUARD INDEX FDS
-$4.7M
182,270
-11%
减持
—
EXXON MOBIL CORP
-$4.7M
232,080
-8%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$4.4M
4,271
-93%
增持
SPYD
SPDR SER TR
+$4.3M
292,020
+60%
增持
SPSM
SPDR SER TR
+$4.1M
809,277
+14%
增持
—
INVESCO QQQ TR
+$4.0M
8,400
+1100%
增持
QQQ
INVESCO QQQ TR
+$3.8M
62,722
+8%
建仓
SNOW
SNOWFLAKE INC
+$3.7M
24,150
减持
EQR
EQUITY RESIDENTIAL
-$3.7M
6,610
-88%
增持
OEF
ISHARES TR
+$3.6M
100,780
+9%
增持
IVV
ISHARES TR
+$3.6M
272,295
+0%
减持
GOOG
ALPHABET INC
+$3.6M
176,973
-2%
减持
DHS
WISDOMTREE TR
-$3.6M
4,106
-90%
增持
ALAB
ASTERA LABS INC
+$3.5M
43,110
+2%
减持
MELI
MERCADOLIBRE INC
-$3.4M
1,052
-59%
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$3.4M
68,930
减持
APP
APPLOVIN CORP
+$3.3M
28,864
-38%
减持
MSFT
MICROSOFT CORP
-$3.2M
268,885
-1%
减持
KDP
KEURIG DR PEPPER INC
-$3.1M
18,478
-81%
减持
AMAT
APPLIED MATLS INC
-$3.0M
6,339
-68%
增持
—
CHUBB LIMITED
+$3.0M
28,399
+68%
清仓
DLR
DIGITAL RLTY TR INC
-$2.9M
0
-100%
减持
AGG
ISHARES TR
-$2.9M
290,612
-5%
建仓
RMD
RESMED INC
+$2.9M
12,480
减持
NVDA
NVIDIA CORPORATION
+$2.8M
476,482
-5%
减持
SWK
STANLEY BLACK & DECKER INC
-$2.8M
11,439
-66%
减持
—
LINDE PLC
-$2.7M
3,740
-58%
增持
VXUS
VANGUARD STAR FDS
-$2.7M
534,676
+1%
增持
GNRC
GENERAC HLDGS INC
+$2.7M
48,998
+59%
减持
JNJ
JOHNSON & JOHNSON
-$2.6M
119,473
-3%
增持
IGSB
ISHARES TR
+$2.6M
468,304
+14%
增持
HD
HOME DEPOT INC
+$2.6M
76,391
+14%
减持
PFF
ISHARES TR
-$2.5M
1,162,173
-1%
减持
PEP
PEPSICO INC
-$2.5M
81,536
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
27,908
-2%
清仓
—
ONESTREAM INC
-$2.4M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$2.4M
92,939
-6%
减持
CVX
CHEVRON CORP NEW
-$2.3M
77,596
-16%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.3M
63,907
-6%
增持
ZTS
ZOETIS INC
-$2.3M
86,982
+3%
减持
TSLA
TESLA INC
+$2.2M
17,959
-7%
增持
VOT
VANGUARD INDEX FDS
+$2.1M
77,100
+8%
清仓
—
MICRON TECHNOLOGY INC
-$2.1M
0
-100%
增持
CMI
CUMMINS INC
+$2.1M
39,485
+9%
减持
DE
DEERE & CO
-$2.0M
27,338
-16%
减持
—
FERRARI N V
-$2.0M
39,065
-1%
增持
MBB
ISHARES TR
+$2.0M
201,003
+18%
增持
LULU
LULULEMON ATHLETICA INC
+$2.0M
7,080
+183%
减持
NVO
NOVO-NORDISK A S
-$2.0M
23,984
-29%
减持
XLF
SELECT SECTOR SPDR TR
+$2.0M
790,129
-1%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$1.9M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9M
17,357
+99%
减持
MUSI
AMERICAN CENTY ETF TR
-$1.9M
212,965
-14%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$1.9M
300,060
-32%
增持
NEE
NEXTERA ENERGY INC
-$1.9M
149,354
+0%
增持
SPYG
SPDR SER TR
+$1.9M
214,245
+5%
增持
CTAS
CINTAS CORP
-$1.8M
92,603
+2%
增持
—
PENTAIR PLC
+$1.8M
188,857
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
294,311
+14%
减持
QCOM
QUALCOMM INC
-$1.8M
34,929
-17%
减持
MU
MICRON TECHNOLOGY INC
-$1.7M
21,923
-37%
清仓
PSEP
INNOVATOR ETFS TRUST
-$1.7M
0
-100%
减持
VHT
VANGUARD WORLD FD
-$1.7M
51,151
-2%
减持
PSTL
POSTAL REALTY TRUST INC
-$1.7M
47,658
-70%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
159,034
-11%
减持
COST
COSTCO WHSL CORP NEW
+$1.7M
56,011
-0%
减持
SO
SOUTHERN CO
-$1.7M
168,809
-2%
增持
IWM
ISHARES TR
+$1.6M
194,556
+4%
减持
—
ROYAL CARIBBEAN GROUP
+$1.6M
66,027
-14%
减持
CVS
CVS HEALTH CORP
-$1.6M
28,207
-38%
增持
XLB
SELECT SECTOR SPDR TR
-$1.5M
167,726
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.5M
174,637
+6%
增持
META
META PLATFORMS INC
+$1.5M
100,814
+0%
减持
COR
CENCORA INC
-$1.5M
40,169
-14%
建仓
VV
VANGUARD INDEX FDS
+$1.5M
5,597
减持
MDLZ
MONDELEZ INTL INC
-$1.5M
36,725
-27%
减持
NOW
SERVICENOW INC
+$1.5M
13,634
-6%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$1.5M
337,999
-23%
建仓
VEEV
VEEVA SYS INC
+$1.5M
6,998
增持
XLC
SELECT SECTOR SPDR TR
+$1.5M
150,583
+4%
减持
CNQ
CANADIAN NAT RES LTD
-$1.5M
133,429
-21%
建仓
VLO
VALERO ENERGY CORP
+$1.4M
11,727
减持
—
STAR BULK CARRIERS CORP.
-$1.4M
26,675
-66%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
72,448
-3%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$1.4M
246,200
-30%
减持
KO
COCA COLA CO
-$1.4M
93,694
-7%
增持
SFM
SPROUTS FMRS MKT INC
+$1.4M
20,898
+87%
增持
AXON
AXON ENTERPRISE INC
+$1.4M
4,634
+38%
减持
MPWR
MONOLITHIC PWR SYS INC
-$1.4M
1,017
-53%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4M
13,300
+7%
增持
TMUS
T-MOBILE US INC
+$1.4M
42,020
+10%
增持
IWD
ISHARES TR
+$1.4M
11,874
+175%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.4M
90,613
+5%
增持
—
EATON CORP PLC
+$1.4M
49,436
+9%
增持
IWR
ISHARES TR
+$1.4M
465,545
+3%
增持
BX
BLACKSTONE INC
+$1.3M
36,714
+13%
建仓
PKG
PACKAGING CORP AMER
+$1.3M
5,928
清仓
—
LAM RESEARCH CORP
-$1.3M
0
-100%
增持
TJX
TJX COS INC NEW
+$1.3M
117,082
+7%
减持
COF
CAPITAL ONE FINL CORP
+$1.3M
48,517
-1%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
815,641
+193%
增持
TTD
THE TRADE DESK INC
+$1.3M
26,930
+55%
减持
FCX
FREEPORT-MCMORAN INC
-$1.2M
88,156
-4%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.2M
68,019
+18%
减持
CMCSA
COMCAST CORP NEW
-$1.2M
205,341
-4%
减持
KMI
KINDER MORGAN INC DEL
+$1.2M
270,980
-3%
建仓
KD
KYNDRYL HLDGS INC
+$1.2M
35,281
建仓
ECG
EVERUS CONSTR GROUP
+$1.2M
18,536
减持
PFE
PFIZER INC
-$1.2M
288,638
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
37,933
+127%
清仓
WELL
WELLTOWER INC
-$1.2M
0
-100%
减持
INTC
INTEL CORP
-$1.2M
129,045
-20%
减持
PSX
PHILLIPS 66
-$1.2M
50,486
-4%
减持
CSCO
CISCO SYS INC
+$1.2M
213,590
-1%
减持
XYL
XYLEM INC
-$1.2M
2,754
-75%
增持
QTWO
Q2 HLDGS INC
+$1.2M
16,030
+190%
