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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 70
减持 62
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
KLAC
KLA CORP
+$186.2M
874,187
-0%
减持
BIL
SPDR SERIES TRUST
-$52.4M
1,275,573
-31%
增持
MSFT
MICROSOFT CORP
+$39.5M
245,391
+12%
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
AAPL
APPLE INC
-$29.0M
582,071
-13%
增持
NVDA
NVIDIA CORPORATION
+$26.4M
420,839
+14%
增持
—
SPOTIFY TECHNOLOGY S A
+$21.2M
32,392
+384%
增持
CAT
CATERPILLAR INC
+$17.6M
75,704
+111%
增持
SPDW
SPDR INDEX SHS FDS
+$15.5M
1,106,640
+37%
增持
QQQ
INVESCO QQQ TR
+$15.3M
85,644
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.6M
80,851
+117%
增持
SPYG
SPDR SERIES TRUST
+$14.4M
343,675
+50%
减持
IVV
ISHARES TR
+$14.3M
269,665
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$14.2M
59,878
-79%
增持
ORCL
ORACLE CORP
+$13.4M
151,381
+7%
增持
CASY
CASEYS GEN STORES INC
+$13.1M
26,667
+2342%
减持
PGR
PROGRESSIVE CORP
-$12.8M
87,505
-31%
增持
MCK
MCKESSON CORP
+$12.5M
18,448
+1118%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$12.0M
27,294
+406%
减持
OEF
ISHARES TR
-$12.0M
14,202
-76%
增持
SAP
SAP SE
+$11.4M
40,164
+1201%
增持
SPSM
SPDR SERIES TRUST
+$11.3M
1,118,045
+25%
增持
IGIB
ISHARES TR
+$11.3M
817,563
+33%
减持
VTV
VANGUARD INDEX FDS
-$10.8M
100,702
-39%
建仓
EZU
ISHARES INC
+$10.7M
179,490
减持
JPM
JPMORGAN CHASE & CO.
+$10.3M
252,486
-2%
减持
FICO
FAIR ISAAC CORP
-$10.1M
1,003
-84%
增持
NEM
NEWMONT CORP
+$9.9M
242,143
+181%
增持
SPYV
SPDR SERIES TRUST
+$9.9M
635,558
+39%
增持
V
VISA INC
+$9.8M
146,416
+22%
增持
MELI
MERCADOLIBRE INC
+$9.7M
4,556
+309%
增持
IGSB
ISHARES TR
+$9.3M
687,177
+34%
减持
NFLX
NETFLIX INC
+$8.9M
33,947
-13%
减持
CMI
CUMMINS INC
-$8.4M
19,351
-59%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.0M
511,699
-34%
增持
MBB
ISHARES TR
+$7.9M
300,740
+39%
增持
WM
WASTE MGMT INC DEL
+$7.9M
104,330
+51%
增持
GE
GE AEROSPACE
+$7.8M
57,201
+66%
增持
SPY
SPDR S&P 500 ETF TR
+$7.6M
80,705
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.6M
89,554
-7%
增持
SPMD
SPDR SERIES TRUST
+$7.3M
347,726
+53%
增持
CRM
SALESFORCE INC
+$6.4M
30,527
+322%
减持
AMZN
AMAZON COM INC
+$6.3M
386,743
-6%
减持
ADBE
ADOBE INC
-$5.6M
4,659
-76%
减持
XLK
SELECT SECTOR SPDR TR
+$5.6M
131,617
-2%
建仓
WRB
BERKLEY W R CORP
+$5.6M
76,334
增持
VXUS
VANGUARD STAR FDS
+$5.5M
575,147
+4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$5.5M
84,309
-10%
建仓
EMBJ
EMBRAER S.A.
+$5.4M
94,698
建仓
DPZ
DOMINOS PIZZA INC
+$5.0M
11,117
减持
VO
VANGUARD INDEX FDS
-$5.0M
10,108
-66%
增持
VOT
VANGUARD INDEX FDS
+$4.8M
85,688
+7%
减持
IJR
ISHARES TR
-$4.8M
78,641
-39%
减持
IHI
ISHARES TR
-$4.7M
30,360
-73%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.7M
36,046
+706%
增持
SHY
ISHARES TR
+$4.6M
316,095
+21%
清仓
BKR
BAKER HUGHES COMPANY
-$4.6M
0
-100%
减持
HWM
HOWMET AEROSPACE INC
+$4.5M
97,670
-8%
减持
VHT
VANGUARD WORLD FD
-$4.5M
36,039
-29%
减持
LLY
ELI LILLY & CO
-$4.5M
36,638
-8%
减持
VXF
VANGUARD INDEX FDS
-$4.4M
24,851
-54%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.3M
12,983
-44%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.2M
40,032
+117%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
15,951
-5%
增持
ANET
ARISTA NETWORKS INC
+$3.8M
51,483
+172%
增持
WMB
WILLIAMS COS INC
+$3.8M
79,171
+299%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.6M
3,010
-70%
增持
AGG
ISHARES TR
+$3.5M
329,260
+12%
减持
GOOGL
ALPHABET INC
+$3.4M
190,536
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.4M
252,094
+28%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$3.4M
30,082
-62%
减持
SCHO
SCHWAB STRATEGIC TR
-$3.3M
181,041
-43%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.2M
423,600
+18%
清仓
INCY
INCYTE CORP
-$3.1M
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$3.1M
0
-100%
增持
CSCO
CISCO SYS INC
+$3.0M
230,736
+10%
减持
AVGO
BROADCOM INC
-$2.9M
134,077
-44%
增持
TLT
ISHARES TR
+$2.9M
133,239
+37%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.9M
16,310
+3%
减持
GOOG
ALPHABET INC
+$2.9M
165,555
-2%
清仓
ALAB
ASTERA LABS INC
-$2.8M
0
-100%
减持
TFC
TRUIST FINL CORP
-$2.7M
64,125
-52%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$2.7M
220,681
+1301%
建仓
GRAL
GRAIL INC
+$2.7M
51,647
增持
T
AT&T INC
+$2.6M
154,562
+132%
增持
PANW
PALO ALTO NETWORKS INC
+$2.6M
45,583
+15%
建仓
EVRG
EVERGY INC
+$2.5M
36,749
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$2.5M
59,828
-78%
增持
SNOW
SNOWFLAKE INC
+$2.5M
28,148
+8%
建仓
VOYG
VOYAGER TECHNOLOGIES INC
+$2.4M
61,805
增持
NOW
SERVICENOW INC
+$2.4M
9,285
+3%
减持
DIS
DISNEY WALT CO
+$2.4M
95,082
-0%
减持
VUG
VANGUARD INDEX FDS
+$2.3M
49,108
-5%
减持
VRT
VERTIV HOLDINGS CO
-$2.3M
4,859
-88%
减持
ARM
ARM HOLDINGS PLC
-$2.3M
1,879
-92%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.3M
380,120
-8%
减持
IWF
ISHARES TR
+$2.3M
36,469
-0%
增持
—
ROYAL CARIBBEAN GROUP
+$2.2M
12,040
+60%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.1M
238,666
+2%
减持
PEP
PEPSICO INC
-$2.1M
56,684
-11%
减持
CVX
CHEVRON CORP NEW
-$2.1M
72,280
-3%
清仓
—
BERRY GLOBAL GROUP INC
-$2.1M
0
-100%
增持
ABT
ABBOTT LABS
+$2.1M
178,187
+7%
减持
IWR
ISHARES TR
+$2.0M
439,991
-3%
增持
IAU
ISHARES GOLD TR
+$2.0M
344,512
+4%
增持
UBER
UBER TECHNOLOGIES INC
+$2.0M
58,861
+21%
增持
VTI
VANGUARD INDEX FDS
+$1.9M
52,549
+3%
减持
PWR
QUANTA SVCS INC
+$1.9M
19,761
-9%
增持
PM
PHILIP MORRIS INTL INC
+$1.9M
49,920
+10%
增持
TEM
TEMPUS AI INC
+$1.9M
54,572
+68%
清仓
TSAT
TELESAT CORP
-$1.9M
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$1.9M
22,459
-48%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.9M
31,920
+8%
增持
APP
APPLOVIN CORP
+$1.8M
20,086
+3%
建仓
—
AMCOR PLC
+$1.8M
197,920
增持
SYK
STRYKER CORPORATION
+$1.8M
31,408
+10%
增持
COF
CAPITAL ONE FINL CORP
+$1.8M
47,500
+2%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
112,201
-2%
增持
VEEV
VEEVA SYS INC
+$1.7M
11,929
+61%
减持
XLE
SELECT SECTOR SPDR TR
-$1.7M
146,052
-3%
增持
KO
COCA COLA CO
+$1.7M
121,323
+27%
增持
—
CYBERARK SOFTWARE LTD
+$1.7M
6,219
+139%
增持
CPNG
COUPANG INC
+$1.6M
69,840
+245%
增持
ROL
ROLLINS INC
+$1.6M
140,015
+21%
增持
CBOE
CBOE GLOBAL MKTS INC
+$1.6M
37,801
+18%
减持
TJX
TJX COS INC NEW
-$1.6M
117,447
-11%
增持
ARKB
ARK 21SHARES BITCOIN ETF
+$1.6M
188,001
+200%
增持
VRSK
VERISK ANALYTICS INC
+$1.6M
21,745
+24%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.6M
70,169
-23%
建仓
—
ALLEGION PLC
+$1.5M
10,679
增持
PTC
PTC INC
+$1.5M
29,696
+28%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$1.5M
76,313
-63%
减持
BDX
BECTON DICKINSON & CO
-$1.5M
24,057
-2%
减持
IWM
ISHARES TR
+$1.4M
182,372
-4%
减持
OKE
ONEOK INC NEW
-$1.4M
11,285
-53%
减持
HD
HOME DEPOT INC
-$1.4M
36,218
-10%
增持
AMAT
APPLIED MATLS INC
+$1.4M
12,194
+115%
建仓
FFIV
F5 INC
+$1.4M
4,765
减持
IJH
ISHARES TR
-$1.4M
62,426
-31%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
95,123
-2%
增持
ROKU
ROKU INC
+$1.4M
40,314
+31%
减持
ABBV
ABBVIE INC
-$1.4M
42,553
-4%
减持
IBB
ISHARES TR
-$1.4M
4,699
-69%
清仓
—
AMER SPORTS INC
-$1.4M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
+$1.3M
767,591
-2%
增持
VTES
VANGUARD WELLINGTON FD
+$1.3M
29,200
+80%
减持
COST
COSTCO WHSL CORP NEW
+$1.3M
54,939
-2%
增持
RMD
RESMED INC
+$1.3M
18,203
+20%
增持
BX
BLACKSTONE INC
+$1.3M
48,802
+13%
清仓
NET
CLOUDFLARE INC
-$1.3M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.3M
75,820
-3%
