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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 57
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
KLAC
KLA CORP
-$961.7M
62,599
-93%
建仓
SGOV
ISHARES TR
+$44.4M
440,907
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$33.8M
201,358
-47%
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
MSFT
MICROSOFT CORP
-$31.0M
265,501
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$28.0M
1,957,231
+42%
增持
SPYV
SPDR SERIES TRUST
+$25.7M
1,145,536
+66%
增持
SPYG
SPDR SERIES TRUST
+$19.9M
566,820
+70%
减持
XLF
SELECT SECTOR SPDR TR
-$19.2M
449,867
-40%
减持
AAPL
APPLE INC
-$18.5M
614,281
-4%
减持
AMZN
AMAZON COM INC
-$15.8M
336,533
-10%
减持
AVGO
BROADCOM INC
-$15.4M
114,908
-22%
减持
—
EXXON MOBIL CORP
+$14.9M
326,055
-3%
减持
JPM
JPMORGAN CHASE & CO
-$13.5M
221,361
-9%
减持
IVV
ISHARES TR
-$12.0M
268,724
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$11.3M
7,705
-94%
增持
DELL
DELL TECHNOLOGIES INC
+$11.1M
73,698
+789%
建仓
—
AMCOR PLC
+$10.0M
250,526
增持
COST
COSTCO WHOLESALE CORPORATION
+$9.6M
53,836
+5%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$9.3M
34,689
+1314%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$9.2M
31,339
-45%
增持
MRK
MERCK & CO INC
+$9.0M
233,345
+29%
增持
CMI
CUMMINS INC
+$8.8M
34,462
+81%
减持
BX
BLACKSTONE INC
-$8.6M
13,040
-80%
减持
META
META PLATFORMS INC
-$8.4M
70,267
-5%
减持
CRM
SALESFORCE INC
-$8.1M
9,666
-74%
建仓
DOV
DOVER CORP
+$8.0M
38,235
减持
V
VISA INC
-$7.8M
129,682
-3%
减持
VTV
VANGUARD INDEX FDS
-$7.6M
139,684
-24%
减持
NFLX
NETFLIX INC.
-$7.2M
233,475
-26%
清仓
PTC
PTC INC
-$7.2M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$7.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$7.0M
426,151
-2%
减持
NOW
SERVICENOW INC
-$7.0M
7,901
-85%
减持
GOOG
ALPHABET INC
-$7.0M
139,134
-7%
增持
SPSM
SPDR SERIES TRUST
+$6.9M
1,383,470
+8%
增持
BIL
SPDR SERIES TRUST
+$6.9M
1,296,094
+6%
减持
MS
MORGAN STANLEY
-$6.8M
9,286
-80%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$6.8M
61,073
-55%
建仓
WAB
WABTEC
+$6.3M
25,066
建仓
DOW
DOW HLDGS INC
+$6.2M
147,886
增持
PSA
PUBLIC STORAGE OPER CO
+$6.2M
27,158
+487%
减持
UBER
UBER TECHNOLOGIES INC
-$6.1M
30,088
-70%
减持
CAT
CATERPILLAR INC
+$6.0M
56,708
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.0M
704,400
+20%
建仓
HAL
HALLIBURTON CO
+$6.0M
153,118
清仓
EL
LAUDER ESTEE COS INC
-$5.8M
0
-100%
减持
RMD
RESMED INC
-$5.8M
10,573
-69%
增持
GOOGL
ALPHABET INC
-$5.7M
269,131
+1%
增持
MBB
ISHARES TR
+$5.3M
603,613
+10%
增持
VXUS
VANGUARD STAR FDS
+$5.2M
1,025,006
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$5.0M
135,154
-57%
增持
ABT
ABBOTT LABORATORIES
-$4.8M
233,106
+2%
减持
IWF
ISHARES TR
-$4.8M
27,636
-21%
增持
XLE
SELECT SECTOR SPDR TR
+$4.6M
264,647
+2%
减持
IWR
ISHARES TR
-$4.6M
320,317
-14%
减持
GS
GOLDMAN SACHS GROUP INC
-$4.6M
13,525
-26%
减持
HD
HOME DEPOT INC
-$4.5M
31,972
-27%
减持
WMT
WALMART INC
-$4.5M
59,439
-44%
减持
ORCL
ORACLE CORP
-$4.4M
69,005
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.4M
65,872
-8%
增持
CASY
CASEYS GEN STORES INC
+$4.3M
23,767
+1%
减持
CVX
CHEVRON CORPORATION
+$4.3M
82,151
-1%
增持
CBOE
CBOE GLOBAL MKTS INC
+$4.3M
68,488
+15%
增持
FCX
FREEPORT MCMORAN INC
+$4.2M
137,555
+79%
建仓
EXR
EXTRA SPACE STORAGE INC
+$4.1M
31,521
减持
IWM
ISHARES TR
-$4.1M
148,165
-11%
减持
XLK
SELECT SECTOR SPDR TR
-$4.0M
253,199
-3%
增持
ADI
ANALOG DEVICES INC
+$4.0M
50,351
+14%
建仓
SJM
SMUCKER J M CO
+$4.0M
41,357
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$3.9M
520,267
+217%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.9M
504,812
+16%
减持
APP
APPLOVIN CORP
-$3.9M
8,311
-22%
减持
PFF
ISHARES TR
-$3.7M
833,086
-11%
减持
VUG
VANGUARD INDEX FDS
-$3.6M
52,316
-4%
增持
IGIB
ISHARES TR
+$3.6M
1,095,757
+8%
减持
PWR
QUANTA SVCS INC
+$3.4M
39,290
-9%
增持
VLO
VALERO ENERGY CORP
+$3.4M
37,079
+4%
减持
COF
CAPITAL ONE FINL CORP
-$3.3M
40,737
-8%
增持
IGSB
ISHARES TR
+$3.3M
991,241
+7%
增持
SPMD
SPDR SERIES TRUST
+$3.2M
402,793
+13%
减持
JNJ
JOHNSON & JOHNSON
+$3.2M
102,656
-3%
减持
GEN
GEN DIGITAL INC
-$3.1M
100,244
-45%
增持
TKO
TKO GROUP HOLDINGS INC
+$3.0M
18,674
+415%
减持
PGR
PROGRESSIVE CORP
-$3.0M
58,051
-9%
减持
—
ACCENTURE PLC IRELAND
-$3.0M
25,979
-14%
建仓
VST
VISTRA CORP
+$2.9M
19,315
清仓
—
AMCOR PLC
-$2.9M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$2.8M
0
-100%
减持
—
STATE STR SPDR S&P 500 ETF T
-$2.8M
2,600
-61%
增持
ED
CONSOLIDATED EDISON INC
+$2.8M
64,267
+43%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.7M
7,658
+23%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$2.7M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
195,387
+10%
清仓
—
CYBERARK SOFTWARE LTD
-$2.5M
0
-100%
减持
TIP
ISHARES TR
-$2.5M
209,372
-10%
增持
APH
AMPHENOL CORP
+$2.5M
53,006
+69%
增持
FDX
FEDEX CORP
+$2.4M
27,544
+7%
清仓
—
BLACKROCK MUN INCOME TR
-$2.4M
0
-100%
增持
QCOM
QUALCOMM INC
-$2.3M
90,017
+10%
减持
DE
DEERE & CO
+$2.3M
25,515
-1%
建仓
CIEN
CIENA CORP
+$2.3M
6,001
增持
TLT
ISHARES TR
+$2.3M
236,563
+13%
增持
NEM
NEWMONT CORP
+$2.3M
240,353
+1%
增持
SPYD
SPDR SERIES TRUST
+$2.3M
392,068
+9%
减持
BLK
BLACKROCK INC
-$2.2M
5,985
-20%
增持
AMAT
APPLIED MATLS INC
+$2.2M
21,662
+8%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.2M
5,534
-41%
清仓
SMHX
VANECK ETF TRUST
-$2.2M
0
-100%
增持
SLB
SLB LIMITED
+$2.2M
50,876
+356%
增持
SMH
VANECK ETF TRUST
+$2.2M
9,457
+131%
减持
CSCO
CISCO SYS INC
-$2.1M
492,444
-6%
减持
AJG
GALLAGHER ARTHUR J & CO
-$2.1M
7,970
-46%
增持
GOVT
ISHARES TR
+$2.0M
142,408
+164%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.0M
48,453
-59%
增持
HYG
ISHARES TR
+$2.0M
87,815
+42%
增持
COP
CONOCOPHILLIPS
+$2.0M
49,270
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.0M
11,841
-25%
增持
USIG
ISHARES TR
+$2.0M
134,825
+42%
增持
PFE
PFIZER INC
+$2.0M
394,216
+8%
增持
—
JOHNSON CONTROLS INTERNATION
+$2.0M
50,141
+31%
增持
TMUS
T-MOBILE US INC
+$2.0M
79,273
+10%
减持
VRT
VERTIV HOLDINGS CO
+$1.9M
34,225
-16%
减持
PANW
PALO ALTO NETWORKS INC
-$1.9M
53,733
-6%
增持
SHY
ISHARES TR
+$1.9M
420,006
+6%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$1.9M
16,321
清仓
—
AA MISSION ACQUISITION CORP
-$1.9M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$1.8M
8,220
+168%
增持
SRE
SEMPRA
+$1.8M
119,456
+8%
建仓
CLS
CELESTICA INC
+$1.8M
6,535
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$1.8M
11,098
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.8M
237,065
+18%
增持
XLB
SELECT SECTOR SPDR TR
+$1.8M
231,369
+7%
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.8M
0
-100%
增持
NUE
NUCOR CORP
+$1.7M
23,769
+70%
减持
—
PENTAIR PLC
-$1.7M
49,691
-14%
减持
MPC
MARATHON PETE CORP
+$1.7M
22,729
-4%
清仓
HEI
HEICO CORP NEW
-$1.7M
0
-100%
增持
DGII
DIGI INTL INC
+$1.6M
50,088
+177%
清仓
IQV
IQVIA HLDGS INC
-$1.6M
0
-100%
增持
AGG
ISHARES TR
+$1.6M
175,210
+11%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$1.6M
162,027
-10%
减持
HSY
HERSHEY CO
-$1.6M
13,161
-45%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
212,526
+9%
减持
LDOS
LEIDOS HOLDINGS INC
-$1.6M
1,558
-85%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$1.6M
19,667
-11%
减持
ULTA
ULTA BEAUTY INC
-$1.6M
4,919
-28%
增持
TJX
TJX COS INC NEW
+$1.5M
208,329
+1%
减持
BAC
BANK AMERICA CORP
-$1.5M
196,674
-3%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$1.5M
144,652
减持
PG
PROCTER & GAMBLE CO
-$1.5M
94,002
-11%
