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DAYMARK WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DAYMARK WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0001956824
持仓数
739
前50大市值合计
$2.05B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 84
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$42.0M
112,544
-7%
增持
AAPL
APPLE INC
-$14.4M
823,826
+0%
增持
CALF
PACER FDS TR
+$14.2M
325,404
+791%
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
VOO
VANGUARD INDEX FDS
+$14.1M
107,038
+25%
增持
MSFT
MICROSOFT CORP
+$12.8M
370,356
+0%
增持
FTNT
FORTINET INC
+$11.3M
202,881
+364%
减持
PGR
PROGRESSIVE CORP
+$7.8M
173,951
-2%
增持
JPM
JPMORGAN CHASE & CO
+$7.6M
340,006
+1%
增持
AMZN
AMAZON COM INC
+$7.5M
249,299
+1%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$7.1M
162,916
+324%
减持
BBSC
J P MORGAN EXCHANGE TRADED F
-$6.7M
6,469
-94%
减持
PG
PROCTER AND GAMBLE CO
+$6.4M
590,743
-1%
建仓
JGLO
J P MORGAN EXCHANGE TRADED F
+$6.3M
110,087
增持
GOOGL
ALPHABET INC
+$5.3M
254,751
+7%
增持
TLH
ISHARES TR
+$4.4M
99,658
+77%
增持
—
EXXON MOBIL CORP
+$4.1M
225,588
+2%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$4.1M
243,745
+33%
减持
PNC
PNC FINL SVCS GROUP INC
-$4.1M
11,317
-70%
增持
AVGO
BROADCOM INC
+$3.2M
14,546
+1%
增持
QCOM
QUALCOMM INC
+$3.1M
124,441
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
40,866
+3%
增持
HD
HOME DEPOT INC
+$2.9M
173,582
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.5M
96,725
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.5M
171,652
+1%
减持
ALB
ALBEMARLE CORP
-$2.3M
3,099
-84%
增持
PSX
PHILLIPS 66
+$2.3M
73,602
+1%
减持
CRM
SALESFORCE INC
+$2.3M
171,228
-0%
增持
PH
PARKER-HANNIFIN CORP
+$2.3M
24,122
+0%
增持
MRK
MERCK & CO INC
+$2.2M
211,580
+0%
增持
TGT
TARGET CORP
+$2.2M
61,844
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
180,522
-0%
减持
CSCO
CISCO SYS INC
-$2.1M
387,260
-9%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.1M
4,803
-37%
减持
LLY
LILLY ELI & CO
+$2.1M
10,641
-0%
增持
ORCL
ORACLE CORP
+$2.0M
90,823
+1%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$1.9M
298,095
+19%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.8M
296,179
-5%
增持
CVX
CHEVRON CORP NEW
+$1.6M
188,146
+3%
增持
—
EATON CORP PLC
+$1.6M
20,449
+3%
增持
VB
VANGUARD INDEX FDS
+$1.6M
60,144
+6%
增持
V
VISA INC
+$1.6M
165,395
+1%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.5M
305,741
-9%
增持
GOOG
ALPHABET INC
+$1.5M
102,719
+3%
增持
META
META PLATFORMS INC
+$1.4M
10,403
+1%
减持
DIS
DISNEY WALT CO
+$1.4M
139,042
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.4M
139,212
+29%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$1.4M
160,673
+22%
减持
COST
COSTCO WHSL CORP NEW
+$1.4M
19,327
-0%
增持
EMR
EMERSON ELEC CO
+$1.2M
62,417
+4%
增持
VO
VANGUARD INDEX FDS
+$1.2M
28,670
+12%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$1.2M
107,325
+11%
减持
ABBV
ABBVIE INC
+$1.1M
42,767
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
201,694
+6%
减持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.1M
260,561
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.1M
170,089
+7%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.1M
274,841
+9%
增持
CTAS
CINTAS CORP
+$1.0M
3,691
+48%
增持
WMT
WALMART INC
+$1.0M
130,945
+201%
减持
AMAT
APPLIED MATLS INC
+$1.0M
25,026
-2%
减持
CINF
CINCINNATI FINL CORP
-$973.7K
19,445
-41%
增持
DUK
DUKE ENERGY CORP NEW
+$967.0K
35,708
+39%
减持
TSLA
TESLA INC
-$953.5K
9,494
-10%
建仓
ROK
ROCKWELL AUTOMATION INC
+$944.5K
3,242
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$910.5K
133,639
+18%
减持
SHW
SHERWIN WILLIAMS CO
+$905.3K
25,578
-0%
增持
WFC
WELLS FARGO CO NEW
+$873.2K
72,256
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$857.8K
17,107
+70%
增持
DVN
DEVON ENERGY CORP NEW
+$820.2K
143,707
+2%
增持
INTC
INTEL CORP
-$817.3K
359,736
+5%
减持
GS
GOLDMAN SACHS GROUP INC
+$802.9K
130,885
-0%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$800.4K
3,358
增持
VZ
VERIZON COMMUNICATIONS INC
+$783.2K
251,228
+1%
增持
JNJ
JOHNSON & JOHNSON
+$753.4K
298,171
+1%
减持
GE
GENERAL ELECTRIC CO
+$751.1K
18,113
-5%
增持
—
CHUBB LIMITED
+$722.6K
21,373
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$712.4K
79,812
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$696.1K
14,410
+0%
增持
PEP
PEPSICO INC
+$693.7K
70,709
+3%
减持
LOW
LOWES COS INC
+$685.2K
22,680
-1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$665.5K
33,220
+1%
建仓
MCK
MCKESSON CORP
+$657.9K
1,225
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$654.7K
5,411
+176%
增持
KO
COCA COLA CO
+$616.2K
212,431
+3%
增持
UITB
VICTORY PORTFOLIOS II
+$605.0K
34,068
+64%
建仓
AOS
SMITH A O CORP
+$576.3K
6,442
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$571.3K
28,120
+23%
减持
UPS
UNITED PARCEL SERVICE INC
-$556.7K
60,111
-0%
增持
DEO
DIAGEO PLC
+$543.6K
11,761
+42%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$541.4K
10,670
减持
PWR
QUANTA SVCS INC
+$536.3K
12,340
-0%
建仓
VTEB
VANGUARD MUN BD FDS
+$532.9K
10,531
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$519.7K
79,523
+8%
增持
IWM
ISHARES TR
+$519.6K
14,620
+15%
增持
NSC
NORFOLK SOUTHN CORP
+$515.1K
11,402
+13%
增持
MPC
MARATHON PETE CORP
+$503.7K
9,267
+1%
增持
SYK
STRYKER CORPORATION
+$491.0K
6,547
+6%
增持
MCD
MCDONALDS CORP
-$471.2K
142,601
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$460.7K
6,366
+15%
减持
QQQ
INVESCO QQQ TR
+$447.9K
13,224
-0%
建仓
TTC
TORO CO
+$447.2K
4,880
减持
KLG
WK KELLOGG CO
+$420.2K
74,261
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$411.6K
117,524
-0%
减持
—
KELLOGG CO
+$407.1K
297,050
-0%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$407.0K
33,500
减持
ISRG
INTUITIVE SURGICAL INC
+$400.9K
6,757
-1%
建仓
QLYS
QUALYS INC
+$400.5K
2,400
建仓
PSF
COHEN & STEERS SELECT PFD &
+$393.8K
19,700
减持
BDX
BECTON DICKINSON & CO
-$385.2K
1,150
-58%
建仓
VTES
VANGUARD WELLINGTON FD
+$379.7K
3,771
减持
USB
US BANCORP DEL
+$378.6K
596,323
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$376.6K
23,945
+45%
增持
DHR
DANAHER CORPORATION
+$373.9K
16,013
+2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$370.4K
19,322
+109%
增持
RPM
RPM INTL INC
+$362.4K
9,933
+35%
增持
VLO
VALERO ENERGY CORP
+$358.9K
8,657
+1%
建仓
HUM
HUMANA INC
+$358.9K
1,035
清仓
ITM
VANECK ETF TRUST
-$353.7K
0
-100%
增持
NFLX
NETFLIX INC
+$353.3K
1,858
+17%
增持
HON
HONEYWELL INTL INC
+$350.4K
126,800
+2%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$347.3K
4,900
增持
IUSB
ISHARES TR
+$346.9K
18,925
+69%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$345.0K
10,844
+119%
建仓
IHI
ISHARES TR
+$341.6K
5,830
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$340.3K
14,121
+78%
减持
—
LINDE PLC
+$339.3K
6,651
-1%
增持
CSX
CSX CORP
+$334.1K
29,797
+34%
清仓
—
UNITED STS NAT GAS FD LP
-$332.8K
0
-100%
增持
SBUX
STARBUCKS CORP
+$330.9K
11,702
+52%
减持
FDX
FEDEX CORP
+$328.6K
9,658
-1%
建仓
SPTL
SPDR SER TR
+$322.2K
11,531
增持
—
ASML HOLDING N V
+$319.9K
1,367
+3%
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$318.8K
318,000
-7%
增持
BAC
BANK AMERICA CORP
+$317.6K
35,298
+16%
增持
BX
BLACKSTONE INC
+$317.1K
14,351
+20%
减持
CMI
CUMMINS INC
+$316.1K
5,894
-1%
建仓
TFC
TRUIST FINL CORP
+$314.6K
8,071
建仓
PTRB
PGIM ETF TR
+$314.5K
7,560
清仓
LULU
LULULEMON ATHLETICA INC
-$293.0K
0
-100%
增持
PULS
PGIM ETF TR
+$292.6K
18,279
+47%
增持
GILD
GILEAD SCIENCES INC
-$290.4K
37,623
+0%
减持
PM
PHILIP MORRIS INTL INC
-$284.8K
17,569
-13%
增持
IP
INTERNATIONAL PAPER CO
+$283.3K
79,469
+2%
建仓
SNA
SNAP ON INC
+$277.3K
936
建仓
SDY
SPDR SER TR
+$274.9K
2,095
增持
GD
GENERAL DYNAMICS CORP
+$273.3K
8,741
+3%
清仓
LDUR
PIMCO ETF TR
-$272.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$255.3K
38,831
+6%
减持
NTAP
NETAPP INC
+$254.0K
16,597
-2%
清仓
KMI
KINDER MORGAN INC DEL
-$252.9K
0
-100%
建仓
HUBB
HUBBELL INC
+$249.0K
600
