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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 57
减持 73
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
KLAC
KLA CORP
+$158.7M
873,092
-0%
建仓
DAK
EA SERIES TRUST
+$35.9M
1,375,858
减持
AAPL
APPLE INC
+$28.2M
579,952
-0%
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
GOOGL
ALPHABET INC
+$22.4M
230,143
+21%
减持
AJG
GALLAGHER ARTHUR J & CO
-$17.5M
30,688
-64%
增持
SPY
SPDR S&P 500 ETF TR
+$16.3M
99,364
+23%
增持
CSCO
CISCO SYS INC
+$14.2M
440,835
+91%
减持
BSX
BOSTON SCIENTIFIC CORP
-$13.7M
122,602
-49%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$13.4M
37,049
-54%
减持
MCK
MCKESSON CORP
-$12.9M
757
-96%
清仓
SAP
SAP SE
-$12.2M
0
-100%
增持
PWR
QUANTA SVCS INC
+$11.7M
46,358
+135%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$11.3M
64,043
-28%
减持
IVV
ISHARES TR
+$10.6M
265,941
-1%
减持
PGR
PROGRESSIVE CORP
-$10.3M
52,941
-39%
增持
IGIB
ISHARES TR
+$9.6M
983,218
+20%
增持
APP
APPLOVIN CORP
+$9.5M
23,055
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$9.4M
9,125
-67%
减持
WM
WASTE MGMT INC DEL
-$9.3M
65,816
-37%
增持
SPSM
SPDR SERIES TRUST
+$9.2M
1,226,104
+10%
增持
ANET
ARISTA NETWORKS INC
+$8.9M
97,283
+89%
增持
AGG
ISHARES TR
+$8.8M
413,171
+25%
减持
GOOG
ALPHABET INC
+$8.6M
155,854
-6%
增持
—
MEDTRONIC PLC
+$8.4M
156,715
+109%
增持
HD
HOME DEPOT INC
+$8.3M
53,308
+47%
减持
—
SPOTIFY TECHNOLOGY S A
-$8.3M
23,726
-27%
增持
SPDW
SPDR INDEX SHS FDS
+$8.0M
1,234,622
+12%
增持
QCOM
QUALCOMM INC
+$7.6M
72,729
+159%
减持
SYK
STRYKER CORPORATION
-$7.6M
13,155
-58%
减持
AMZN
AMAZON COM INC
-$7.3M
353,256
-9%
清仓
IT
GARTNER INC
-$6.9M
0
-100%
减持
MUSI
AMERICAN CENTY ETF TR
-$6.7M
6,627
-96%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.6M
4,481
-89%
增持
MS
MORGAN STANLEY
+$6.5M
50,838
+366%
增持
MBB
ISHARES TR
+$6.4M
363,649
+21%
减持
XLB
SELECT SECTOR SPDR TR
-$6.3M
109,722
-40%
建仓
EL
LAUDER ESTEE COS INC
+$6.0M
67,928
建仓
HOOD
ROBINHOOD MKTS INC
+$6.0M
41,679
减持
NEM
NEWMONT CORP
+$5.8M
235,560
-3%
增持
SPMD
SPDR SERIES TRUST
+$5.8M
431,190
+24%
减持
VRSK
VERISK ANALYTICS INC
-$5.7M
4,234
-81%
增持
EZU
ISHARES INC
+$5.6M
263,258
+47%
增持
VRT
VERTIV HOLDINGS CO
+$5.6M
41,467
+753%
建仓
—
INVESCO QQQ TR
+$5.5M
9,200
增持
BNY
BANK NEW YORK MELLON CORP
+$5.3M
196,436
+11%
减持
COST
COSTCO WHSL CORP NEW
-$5.2M
53,103
-3%
减持
V
VISA INC
-$5.0M
137,545
-6%
减持
NFLX
NETFLIX INC
-$5.0M
33,765
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$5.0M
4,692
-64%
增持
TJX
TJX COS INC NEW
+$4.8M
133,510
+14%
减持
PM
PHILIP MORRIS INTL INC
-$4.6M
27,762
-44%
增持
UBER
UBER TECHNOLOGIES INC
+$4.6M
102,737
+75%
减持
EMBJ
EMBRAER S.A.
-$4.6M
13,865
-85%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.5M
20,199
+24%
减持
MELI
MERCADOLIBRE INC
-$4.3M
3,247
-29%
增持
GE
GE AEROSPACE
+$4.2M
63,026
+10%
减持
IWR
ISHARES TR
-$4.2M
375,324
-15%
减持
EWG
ISHARES INC
-$4.1M
5,462
-95%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
26,374
+65%
减持
SNOW
SNOWFLAKE INC
-$4.1M
9,800
-65%
减持
ORCL
ORACLE CORP
-$4.0M
103,505
-32%
建仓
EXPE
EXPEDIA GROUP INC
+$3.9M
18,134
减持
WMB
WILLIAMS COS INC
-$3.8M
19,002
-76%
减持
—
ACCENTURE PLC IRELAND
-$3.7M
29,525
-20%
减持
IAU
ISHARES GOLD TR
+$3.5M
343,132
-0%
增持
CBOE
CBOE GLOBAL MKTS INC
+$3.4M
49,968
+32%
清仓
ASTS
AST SPACEMOBILE INC
-$3.4M
0
-100%
减持
KO
COCA COLA CO
-$3.3M
79,977
-34%
减持
LLY
ELI LILLY & CO
-$3.2M
33,195
-9%
增持
IGSB
ISHARES TR
+$3.2M
744,548
+8%
增持
VXUS
VANGUARD STAR FDS
+$3.1M
583,680
+1%
增持
—
EXXON MOBIL CORP
+$3.1M
261,814
+7%
减持
AMGN
AMGEN INC
-$3.0M
32,414
-25%
减持
IJR
ISHARES TR
-$2.9M
47,590
-39%
增持
ABT
ABBOTT LABS
+$2.9M
202,797
+14%
减持
SFM
SPROUTS FMRS MKT INC
-$2.9M
7,297
-67%
减持
NVDA
NVIDIA CORPORATION
+$2.8M
371,362
-12%
增持
PTC
PTC INC
+$2.8M
38,975
+31%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.6M
377,940
-1%
增持
PFE
PFIZER INC
+$2.5M
348,386
+33%
增持
SRE
SEMPRA
+$2.5M
96,193
+19%
减持
QQQ
INVESCO QQQ TR
-$2.5M
74,494
-13%
增持
RMD
RESMED INC
+$2.5M
26,297
+44%
减持
ROKU
ROKU INC
-$2.5M
10,523
-74%
增持
BX
BLACKSTONE INC
+$2.4M
57,047
+17%
清仓
VOYG
VOYAGER TECHNOLOGIES INC
-$2.4M
0
-100%
减持
TEM
TEMPUS AI INC
-$2.4M
13,184
-76%
减持
XLK
SELECT SECTOR SPDR TR
+$2.4M
126,702
-4%
增持
GEN
GEN DIGITAL INC
+$2.3M
163,054
+106%
减持
SO
SOUTHERN CO
-$2.2M
112,459
-20%
清仓
CAVA
CAVA GROUP INC
-$2.2M
0
-100%
减持
AFL
AFLAC INC
-$2.2M
4,378
-83%
减持
GRAL
GRAIL INC
-$2.2M
8,132
-84%
减持
JPM
JPMORGAN CHASE & CO.
+$2.2M
238,930
-5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
44,978
+25%
减持
JNJ
JOHNSON & JOHNSON
+$2.2M
104,090
-7%
增持
GLD
SPDR GOLD TR
+$2.2M
27,605
+10%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.1M
93,795
-48%
建仓
UI
UBIQUITI INC
+$2.1M
3,212
增持
BIL
SPDR SERIES TRUST
+$2.1M
1,298,260
+2%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.1M
3,998
+84%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$2.1M
165,177
-25%
减持
VEEV
VEEVA SYS INC
-$2.1M
4,637
-61%
减持
TIP
ISHARES TR
-$2.0M
258,238
-8%
减持
CMCSA
COMCAST CORP NEW
-$1.9M
143,447
-21%
增持
ROL
ROLLINS INC
+$1.9M
166,882
+19%
减持
ABBV
ABBVIE INC
+$1.9M
42,276
-1%
减持
NRK
NUVEEN NEW YORK AMT QLT MUNI
-$1.8M
224,361
-46%
增持
ITOT
ISHARES TR
+$1.8M
42,440
+32%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.8M
2,884
-75%
清仓
PAYX
PAYCHEX INC
-$1.8M
0
-100%
清仓
FICO
FAIR ISAAC CORP
-$1.8M
0
-100%
清仓
CME
CME GROUP INC
-$1.8M
0
-100%
增持
PAUG
INNOVATOR ETFS TRUST
+$1.8M
53,607
+338%
减持
QVCAQ
QVC GROUP INC
+$1.8M
164,513
-3%
增持
TMUS
T-MOBILE US INC
+$1.7M
61,268
+13%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.7M
4,490
-62%
减持
DE
DEERE & CO
-$1.7M
25,110
-3%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
53,784
+2%
清仓
PJAN
INNOVATOR ETFS TRUST
-$1.6M
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.6M
455,141
+7%
减持
INTU
INTUIT
-$1.6M
1,819
-50%
增持
LH
LABCORP HOLDINGS INC
+$1.6M
10,303
+99%
减持
HON
HONEYWELL INTL INC
-$1.6M
27,420
-13%
清仓
CHWY
CHEWY INC
-$1.5M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
121,493
-17%
减持
CMI
CUMMINS INC
+$1.5M
18,617
-4%
减持
SPYV
SPDR SERIES TRUST
+$1.5M
628,645
-1%
增持
IDXX
IDEXX LABS INC
+$1.5M
4,243
+90%
减持
IWV
ISHARES TR
-$1.5M
1,868
-70%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$1.5M
0
-100%
减持
ZTS
ZOETIS INC
-$1.5M
55,558
-10%
清仓
UTI
UNIVERSAL TECHNICAL INST INC
-$1.5M
0
-100%
减持
BAC
BANK AMERICA CORP
-$1.5M
192,109
-20%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
15,861
-50%
增持
SHY
ISHARES TR
+$1.4M
333,104
+5%
清仓
WAY
WAYSTAR HLDG CORP
-$1.4M
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
274,546
+9%
增持
VGT
VANGUARD WORLD FD
+$1.4M
7,541
+17%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.3M
39,025
-62%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
52,287
+15%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.3M
147,217
+22%
增持
—
JOHNSON CTLS INTL PLC
+$1.3M
29,206
+59%
增持
MUB
ISHARES TR
+$1.2M
121,637
+9%
减持
KKR
KKR & CO INC
-$1.2M
3,622
-72%
增持
WRB
BERKLEY W R CORP
+$1.2M
89,375
+17%
减持
EVRG
EVERGY INC
-$1.2M
17,188
-53%
建仓
LDOS
LEIDOS HOLDINGS INC
+$1.2M
6,481
增持
TLT
ISHARES TR
+$1.2M
145,246
+9%
增持
AMAT
APPLIED MATLS INC
+$1.2M
16,865
+38%
