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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 31
增持 80
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
KLAC
KLA CORP
+$112.2M
867,326
-1%
增持
VXUS
VANGUARD STAR FDS
+$30.9M
978,548
+68%
增持
GOOGL
ALPHABET INC
+$27.1M
265,452
+15%
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
AAPL
APPLE INC
+$26.8M
641,622
+11%
减持
AGG
ISHARES TR
-$25.6M
158,047
-62%
增持
VTV
VANGUARD INDEX FDS
+$18.2M
183,226
+103%
增持
MBB
ISHARES TR
+$17.4M
546,355
+50%
增持
MRK
MERCK & CO INC
+$16.4M
180,797
+477%
减持
—
SPOTIFY TECHNOLOGY S A
-$15.6M
1,644
-93%
减持
ORCL
ORACLE CORP
-$14.5M
74,843
-28%
增持
MUB
ISHARES TR
+$14.3M
254,821
+109%
增持
QQQ
INVESCO QQQ TR
+$13.2M
94,219
+26%
增持
AVGO
BROADCOM INC
+$13.1M
147,361
+28%
增持
TJX
TJX COS INC NEW
+$12.4M
206,621
+55%
增持
NVDA
NVIDIA CORPORATION
+$12.0M
436,114
+17%
增持
—
EXXON MOBIL CORP
+$10.9M
336,114
+28%
增持
GLD
SPDR GOLD TR
+$10.9M
52,253
+89%
增持
NFLX
NETFLIX INC
-$10.8M
316,072
+836%
增持
CSCO
CISCO SYS INC
+$10.2M
523,846
+19%
减持
SO
SOUTHERN CO
-$10.0M
7,305
-94%
建仓
FEOE
RBB FUND TRUST
+$10.0M
206,747
增持
ADI
ANALOG DEVICES INC
+$9.8M
44,296
+393%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$9.7M
436,235
+59%
增持
VB
VANGUARD INDEX FDS
+$9.5M
50,223
+273%
增持
IVV
ISHARES TR
+$9.5M
273,774
+3%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$9.5M
206,822
减持
APP
APPLOVIN CORP
-$9.4M
10,659
-54%
增持
IGSB
ISHARES TR
+$9.3M
922,476
+24%
减持
META
META PLATFORMS INC
-$9.0M
73,596
-6%
建仓
PYLD
PIMCO ETF TR
+$9.0M
335,609
减持
GOOG
ALPHABET INC
+$8.9M
149,404
-4%
建仓
EMBX
VANECK FDS
+$8.6M
170,574
增持
SPDW
SPDR INDEX SHS FDS
+$8.5M
1,381,548
+12%
建仓
MUNI
PIMCO ETF TR
+$8.4M
160,959
增持
AMZN
AMAZON COM INC
+$8.3M
372,031
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$7.5M
108,098
+9%
建仓
FDX
FEDEX CORP
+$7.4M
25,700
减持
ANET
ARISTA NETWORKS INC
-$7.4M
51,760
-47%
减持
BIL
SPDR SERIES TRUST
-$7.2M
1,224,459
-6%
减持
LLY
ELI LILLY & CO
+$7.1M
30,187
-9%
增持
MSFT
MICROSOFT CORP
+$7.0M
267,231
+13%
增持
BIIB
BIOGEN INC
+$6.9M
45,897
+429%
增持
VO
VANGUARD INDEX FDS
+$6.9M
33,385
+245%
建仓
GQI
NATIXIS ETF TR
+$6.8M
118,650
建仓
MGMT
UNIFIED SER TR
+$6.6M
148,718
减持
HD
HOME DEPOT INC
-$6.6M
43,708
-18%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.5M
585,556
+29%
建仓
KORP
AMERICAN CENTY ETF TR
+$6.4M
134,875
清仓
PAYC
PAYCOM SOFTWARE INC
-$6.4M
0
-100%
增持
HYMB
SPDR SERIES TRUST
+$6.4M
270,409
+1649%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.3M
56,680
+53%
减持
MELI
MERCADOLIBRE INC
-$6.2M
686
-79%
减持
QGRO
AMERICAN CENTY ETF TR
-$6.0M
4,476
-92%
建仓
CORP
PIMCO ETF TR
+$5.9M
59,876
建仓
FPE
FIRST TR EXCH TRADED FD III
+$5.8M
317,164
增持
VTI
VANGUARD INDEX FDS
+$5.8M
69,850
+30%
清仓
DPZ
DOMINOS PIZZA INC
-$5.8M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$5.7M
2,620
-94%
减持
AJG
GALLAGHER ARTHUR J & CO
-$5.7M
14,883
-52%
减持
SHYD
VANECK ETF TRUST
-$5.6M
55,926
-81%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$5.4M
135,855
-18%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$5.2M
53,241
增持
TLT
ISHARES TR
+$5.2M
208,694
+44%
增持
SHY
ISHARES TR
+$5.1M
395,814
+19%
减持
COST
COSTCO WHSL CORP NEW
-$5.1M
51,046
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.0M
315,026
+138%
建仓
USIG
ISHARES TR
+$4.9M
95,073
建仓
CMDT
PIMCO ETF TR
+$4.9M
177,835
增持
VLO
VALERO ENERGY CORP
+$4.9M
35,515
+556%
增持
—
MEDTRONIC PLC
+$4.8M
205,541
+31%
建仓
CLOI
VANECK ETF TRUST
+$4.8M
90,596
增持
AVUV
AMERICAN CENTY ETF TR
+$4.7M
120,128
+58%
建仓
—
SPDR S&P 500 ETF TR
+$4.5M
6,600
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.4M
47,526
增持
VUG
VANGUARD INDEX FDS
+$4.3M
54,294
+18%
增持
SPYV
SPDR SERIES TRUST
+$4.3M
688,529
+10%
增持
UNP
UNION PAC CORP
+$4.1M
31,633
+132%
减持
SPMD
SPDR SERIES TRUST
-$4.0M
356,874
-17%
增持
BLK
BLACKROCK INC
+$3.9M
7,476
+115%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
15,738
-40%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.9M
52,190
+16%
增持
NEM
NEWMONT CORP
+$3.9M
237,684
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$3.9M
102,976
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
71,489
+12%
增持
HYG
ISHARES TR
+$3.7M
61,762
+281%
增持
LRCX
LAM RESEARCH CORP
+$3.6M
28,731
+195%
减持
CAT
CATERPILLAR INC
+$3.6M
59,590
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.5M
151,000
+710%
减持
PFF
ISHARES TR
-$3.4M
934,997
-9%
增持
EXPE
EXPEDIA GROUP INC
+$3.2M
24,997
+38%
增持
JPM
JPMORGAN CHASE & CO.
+$3.2M
243,841
+2%
增持
SPSM
SPDR SERIES TRUST
+$3.1M
1,278,412
+4%
减持
TIP
ISHARES TR
-$3.1M
233,207
-10%
减持
—
INVESCO QQQ TR
-$3.1M
4,000
-57%
建仓
FMTM
EA SERIES TRUST
+$3.1M
95,326
清仓
SLYV
SPDR SERIES TRUST
-$3.0M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$3.0M
69,029
+686%
增持
SUB
ISHARES TR
+$3.0M
144,633
+24%
增持
IJJ
ISHARES TR
+$3.0M
80,696
+38%
减持
VOE
VANGUARD INDEX FDS
-$3.0M
6,225
-73%
增持
MCD
MCDONALDS CORP
+$3.0M
41,640
+30%
增持
AMGN
AMGEN INC
+$3.0M
36,995
+14%
增持
PEP
PEPSICO INC
+$2.9M
71,500
+37%
增持
ABBV
ABBVIE INC
+$2.9M
55,699
+32%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.9M
209,626
+7%
清仓
SLYG
SPDR SERIES TRUST
-$2.9M
0
-100%
增持
ULTA
ULTA BEAUTY INC
+$2.9M
6,825
+199%
建仓
QDPL
PACER FDS TR
+$2.9M
67,253
减持
IAU
ISHARES GOLD TR
+$2.8M
342,522
-0%
建仓
SNA
SNAP ON INC
+$2.8M
8,082
减持
T
AT&T INC
-$2.8M
44,356
-68%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$2.7M
36,445
增持
CBOE
CBOE GLOBAL MKTS INC
+$2.7M
59,641
+19%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.7M
195,513
+19%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.7M
17,354
+524%
建仓
VSDM
VANGUARD MUN BD FDS
+$2.6M
34,639
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
105,954
+2%
清仓
—
UNILEVER PLC
-$2.6M
0
-100%
增持
WMT
WALMART INC
+$2.5M
106,321
+18%
清仓
SE
SEA LTD
-$2.5M
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
-$2.4M
6,131
-52%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$2.4M
16,221
建仓
MINO
PIMCO ETF TR
+$2.4M
52,063
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
57,799
+242%
建仓
AEE
AMEREN CORP
+$2.3M
23,143
增持
MU
MICRON TECHNOLOGY INC
+$2.3M
17,085
+11%
建仓
UL
UNILEVER PLC
+$2.3M
35,072
建仓
NUE
NUCOR CORP
+$2.3M
13,981
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.3M
200,628
+36%
建仓
SMHX
VANECK ETF TRUST
+$2.2M
58,115
减持
AXP
AMERICAN EXPRESS CO
-$2.2M
7,476
-50%
增持
ED
CONSOLIDATED EDISON INC
+$2.2M
45,036
+96%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$2.2M
65,569
减持
ZTS
ZOETIS INC
-$2.1M
47,594
-14%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
105,235
+24%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.0M
116,830
+133%
增持
PNOV
INNOVATOR ETFS TRUST
+$2.0M
61,250
+357%
增持
GE
GE AEROSPACE
+$2.0M
68,058
+8%
建仓
ARKK
ARK ETF TR
+$2.0M
26,008
增持
XLK
SELECT SECTOR SPDR TR
+$2.0M
261,849
+107%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$2.0M
6,281
增持
DAK
EA SERIES TRUST
+$2.0M
1,422,794
+3%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.0M
6,218
+56%
增持
CCJ
CAMECO CORP
+$2.0M
51,799
+56%
增持
CRM
SALESFORCE INC
+$1.9M
37,196
+11%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$1.9M
180,299
-4%
增持
SPYG
SPDR SERIES TRUST
+$1.9M
333,250
+3%
增持
CMI
CUMMINS INC
+$1.9M
19,089
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$1.8M
100,651
-2%
增持
QCOM
QUALCOMM INC
+$1.8M
81,492
+12%
