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Destination 财富管理 · 13F 持仓分析
期权收益计算器 机构排行

Destination 财富管理

Destination Wealth ManagementNo.1065 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$42.83亿
环比变动 Q1 2026
+$4.32亿+11.2%
持仓股票数
325
新买入
31
加仓
154
减仓
106
清仓
9
持股不变
34
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.72%5.65%$2.45亿84.7万股$2.18亿86.0万股-1.4万股-1.61%减仓
IiShares安硕信托AGG
4.1%4.35%$1.76亿177.6万股$1.67亿168.6万股+9.1万股+5.38%加仓
IiShares安硕·COREIJR
3.19%2.71%$1.37亿92.1万股$1.04亿83.8万股+8.2万股+9.84%加仓
IiShares安硕·COREIJH
2.79%1.86%$1.19亿154.8万股$7,145.7万105.8万股+49.0万股+46.32%加仓
PPIMCO太平洋投资管理ETFPYLD
2.64%2.17%$1.13亿427.1万股$8,357.3万319.0万股+108.2万股+33.91%加仓
IiShares安硕IEMG
2.64%2.55%$1.13亿136.4万股$9,831.8万141.0万股-4.6万股-3.23%减仓
谷歌AGOOGL
2.42%2.26%$1.04亿29.0万股$8,700.4万30.4万股-1.4万股-4.53%减仓
IiShares安硕信托IGM
2.3%1.91%$9,864.8万60.3万股$7,355.4万62.1万股-1.8万股-2.84%减仓
SSPDR道富系列信托SDY
2.26%2.39%$9,664.7万63.5万股$9,185.8万62.9万股+5,656股+0.90%加仓
IiShares安硕·U S ETF TRIAK
2.1%2.23%$9,014.6万96.8万股$8,584.3万93.0万股+3.8万股+4.12%加仓
IiShares安硕信托TLH
2.09%2.26%$8,942.5万89.1万股$8,690.3万86.3万股+2.8万股+3.28%加仓
IiShares安硕信托STIP
2.02%2.22%$8,647.6万84.6万股$8,539.9万82.6万股+2.1万股+2.52%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.95%2.11%$8,355.2万159.4万股$8,139.1万154.9万股+4.6万股+2.95%加仓
IiShares安硕信托IVV
1.9%1.81%$8,131.6万10.9万股$6,953.9万10.6万股+2,125股+2.00%加仓
亚马逊AMZN
1.87%1.77%$7,999.8万33.6万股$6,820.3万32.8万股+8,153股+2.49%加仓
B贝莱德ETF信托BAI
1.8%1.27%$7,723.5万146.5万股$4,872.5万147.9万股-1.4万股-0.93%减仓
微软MSFT
1.78%1.9%$7,609.9万20.4万股$7,322.6万19.9万股+5,395股+2.71%加仓
强生JNJ
1.66%1.79%$7,122.6万28.0万股$6,909.1万28.3万股-2,200股-0.78%减仓
V先锋领航指数基金VUG
1.65%1.55%$7,056.7万81.9万股$5,980.3万13.7万股+68.2万股+498.34%加仓
好市多COST
1.65%1.93%$7,051.1万7.5万股$7,450.6万7.5万股+602股+0.81%加仓
摩根大通JPM
1.64%1.65%$7,032.9万21.5万股$6,348.3万21.6万股-955股-0.44%减仓
IiShares安硕·MSCI EAFE ETFEFA
1.63%1.66%$6,994.6万67.3万股$6,387.4万65.8万股+1.6万股+2.39%加仓
IiShares安硕信托IDU
1.62%1.83%$6,934.4万60.5万股$7,039.2万60.6万股-1,205股-0.20%减仓
礼来LLY
1.59%1.35%$6,813.9万5.7万股$5,213.7万5.7万股+126股+0.22%加仓
VisaV
1.49%1.45%$6,399.8万18.7万股$5,583.7万18.5万股+1,791股+0.97%加仓
SSPDR道富系列信托SPTL
1.37%1.51%$5,864.3万223.6万股$5,825.6万221.5万股+2.1万股+0.93%加仓
伯克希尔哈撒韦BRK.B
1.34%1.4%$5,739.4万11.5万股$5,372.4万11.2万股+2,586股+2.31%加仓
万事达MA
1.3%1.37%$5,580.5万10.9万股$5,290.0万10.6万股+2,783股+2.63%加仓
阿斯麦ASML
1.24%0.96%$5,308.2万2.7万股$3,714.7万2.8万股-1,442股-5.13%减仓
高露洁CL
1.21%1.22%$5,167.2万56.4万股$4,716.7万55.3万股+1.0万股+1.84%加仓
IiShares安硕信托IUSB
1.15%1.25%$4,937.2万107.0万股$4,825.4万104.5万股+2.5万股+2.41%加仓
ANALOG DEVICES COMADI
1.06%1%$4,549.3万11.5万股$3,861.1万12.3万股-7,367股-6.01%减仓
TJXTJX
0.87%1.04%$3,746.1万24.7万股$3,989.2万25.0万股-2,522股-1.01%减仓
GGlobal X基金PAVE
0.85%0.83%$3,659.4万62.1万股$3,204.4万63.1万股-9,578股-1.52%减仓
美国运通AXP
0.83%0.83%$3,572.5万10.6万股$3,186.3万10.5万股+278股+0.26%加仓
Q高通QCOM
0.83%0.64%$3,565.6万19.3万股$2,452.6万19.0万股+2,504股+1.31%加仓
PPIMCO太平洋投资管理ETFMINT
0.83%0.87%$3,557.8万35.3万股$3,345.7万33.3万股+2.0万股+6.08%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.81%0.9%$3,477.0万68.1万股$3,454.6万67.8万股+3,053股+0.45%加仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.81%0.94%$3,463.4万149.7万股$3,611.8万155.5万股-5.8万股-3.73%减仓
V先锋领航国际股票指数基金VEU
0.79%0.76%$3,404.5万40.7万股$2,941.0万39.2万股+1.5万股+3.80%加仓
沃尔玛WMT
0.78%0.96%$3,322.6万29.3万股$3,697.4万29.8万股-4,140股-1.39%减仓
AAMPLIFY ETF TRHACK
0.76%0.6%$3,242.0万30.9万股$2,325.7万31.0万股-757股-0.24%减仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
0.73%0.8%$3,108.1万64.4万股$3,065.9万63.3万股+1.1万股+1.82%加仓
WASTE MGMT DELWM
0.72%0.81%$3,064.1万13.7万股$3,122.0万13.6万股+1,617股+1.19%加仓
S嘉信·USSCHX
0.67%0.7%$2,872.1万97.6万股$2,676.6万104.4万股-6.8万股-6.51%减仓
艺康ECL
0.67%0.7%$2,867.3万10.3万股$2,714.5万10.2万股+873股+0.86%加仓
AFLAC COMAFL
0.65%0.67%$2,768.9万23.6万股$2,596.7万23.7万股-530股-0.22%减仓
迪士尼DIS
0.62%0.7%$2,644.7万27.5万股$2,689.7万27.9万股-4,297股-1.54%减仓
雅培ABT
0.59%0.69%$2,536.3万28.0万股$2,639.6万25.7万股+2.2万股+8.72%加仓
AAlphabet Inc Class CGOOG
0.58%0.52%$2,487.7万7.0万股$2,007.4万7.0万股-67股-0.10%减仓

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