13FBOX
达科他财富管理 · 13F 持仓分析
期权收益计算器 机构排行

达科他财富管理

Dakota Wealth ManagementNo.934
最新持仓市值 (Q2 2026)
$52.40亿
环比变动 Q1 2026
+$6.18亿+13.4%
持仓股票数
776
新买入
83
加仓
265
减仓
343
清仓
73
持股不变
85
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
IiShares安硕信托IVV
3.86%3.8%$2.02亿27.0万股$1.76亿26.9万股+1,322股+0.49%加仓
苹果AAPL
3.41%3.37%$1.79亿61.8万股$1.56亿61.4万股+3,499股+0.57%加仓
科磊KLAC
2.92%1.99%$1.53亿50.8万股$9,217.1万6.3万股+44.5万股+710.84%加仓
SSPDR道富指数基金SPDW
2.19%1.93%$1.15亿227.4万股$8,934.8万195.7万股+31.7万股+16.19%加仓
SSPDR道富系列信托BIL
1.99%2.57%$1.04亿113.7万股$1.19亿129.6万股-15.9万股-12.25%减仓
微软MSFT
1.79%2.13%$9,353.3万25.1万股$9,828.1万26.6万股-1.5万股-5.56%减仓
英伟达NVDA
1.75%1.61%$9,164.1万45.8万股$7,432.1万42.6万股+3.2万股+7.47%加仓
谷歌AGOOGL
1.74%1.67%$9,104.7万25.5万股$7,739.1万26.9万股-1.4万股-5.34%减仓
V先锋领航STAR基金VXUS
1.7%1.71%$8,923.9万104.4万股$7,903.8万102.5万股+1.9万股+1.84%加仓
SSPDR道富系列信托SPYG
1.67%1.2%$8,732.5万73.4万股$5,549.7万56.7万股+16.7万股+29.47%加仓
S道富SPSM
1.65%1.45%$8,646.3万149.9万股$6,684.9万138.3万股+11.6万股+8.37%加仓
SSPDR标普500 ETFSPY
1.64%1.61%$8,611.5万11.5万股$7,427.1万11.4万股+1,113股+0.97%加仓
亚马逊AMZN
1.61%1.52%$8,432.1万35.4万股$7,009.0万33.7万股+1.7万股+5.13%加仓
S道富SPYV
1.59%1.4%$8,311.3万136.7万股$6,481.4万114.6万股+22.2万股+19.35%加仓
I景顺QQQ信托VOO
1.37%1.23%$7,189.1万9.8万股$5,679.6万9.8万股-779股-0.79%减仓
iShares安硕·MBSACGL
1.3%1.24%$6,812.3万72.1万股$5,731.3万60.4万股+11.7万股+19.40%加仓
摩根大通JPM
1.25%1.41%$6,524.8万19.9万股$6,511.5万22.1万股-2.2万股-9.95%减仓
IiShares安硕信托IGIB
1.24%1.26%$6,522.5万122.7万股$5,831.6万109.6万股+13.1万股+11.95%加仓
思科CSCO
1.13%0.83%$5,895.2万50.2万股$3,820.9万49.2万股+9,445股+1.92%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.11%1.13%$5,790.3万110.5万股$5,210.0万99.1万股+11.4万股+11.46%加仓
礼来LLY
1.09%0.73%$5,731.1万4.8万股$3,386.7万3.7万股+1.1万股+29.77%加仓
VisaV
1.05%0.85%$5,524.6万16.1万股$3,919.5万13.0万股+3.1万股+24.17%加仓
卡特彼勒CAT
0.96%0.87%$5,009.5万4.7万股$4,017.5万5.7万股-9,666股-17.05%减仓
AAlphabet Inc Class CGOOG
0.9%0.86%$4,739.5万13.4万股$3,991.2万13.9万股-4,996股-3.59%减仓
SSPDR行业精选信托XLK
0.9%0.73%$4,692.6万24.6万股$3,365.0万25.3万股-6,893股-2.72%减仓
好市多COST
0.89%1.16%$4,662.9万5.0万股$5,364.4万5.4万股-3,991股-7.41%减仓
博通AVGO
0.83%0.77%$4,324.7万11.4万股$3,556.5万11.5万股-422股-0.37%减仓
I景顺交易所交易基金信托RSP
0.81%0.84%$4,227.6万19.9万股$3,864.5万20.1万股-2,665股-1.32%减仓
IiShares安硕·RUSSELLIWM
0.79%0.8%$4,144.7万13.8万股$3,674.5万14.8万股-1.0万股-6.90%减仓
EEA SERIES TRUSTDAK
0.78%0.79%$4,110.6万142.2万股$3,640.5万142.3万股-963股-0.07%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.75%0.75%$3,910.0万47.6万股$3,468.0万42.0万股+5.6万股+13.38%加仓
埃克森美孚XOM
0.74%1.2%$3,861.4万28.2万股$5,531.8万32.6万股-4.4万股-13.38%减仓
IiShares安硕信托SGOV
0.71%0.96%$3,728.2万37.0万股$4,438.2万44.1万股-7.1万股-16.00%减仓
V先锋领航斯科茨代尔基金VGIT
0.69%0.65%$3,614.7万61.3万股$3,006.2万50.5万股+10.8万股+21.41%加仓
Meta平台META
0.68%0.87%$3,562.6万6.3万股$4,020.2万7.0万股-7,021股-9.99%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.66%0.77%$3,469.3万68.6万股$3,565.0万70.4万股-1.8万股-2.61%减仓
S道富SPMD
0.64%0.52%$3,362.9万49.8万股$2,385.3万40.3万股+9.5万股+23.58%加仓
伯克希尔哈撒韦BRK.B
0.62%0.68%$3,247.1万6.5万股$3,156.6万6.6万股-980股-1.49%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.62%0.67%$3,238.3万29.4万股$3,114.4万32.0万股-2.7万股-8.36%减仓
默沙东MRK
0.61%0.61%$3,213.6万25.0万股$2,807.6万23.3万股+1.7万股+7.15%加仓
V先锋领航指数基金VTV
0.58%0.59%$3,040.3万14.0万股$2,740.6万14.0万股-178股-0.13%减仓
IiShares安硕信托GVI
0.55%0.61%$2,891.6万26.9万股$2,810.7万26.5万股+3,899股+1.47%加仓
G通用动力VTI
0.53%0.51%$2,782.4万7.5万股$2,355.6万7.3万股+1,765股+2.40%加仓
V先锋领航指数基金VUG
0.51%0.49%$2,695.3万31.3万股$2,285.1万5.2万股+26.1万股+498.10%加仓
IiShares安硕信托TLT
0.48%0.44%$2,536.8万29.4万股$2,050.8万23.7万股+5.7万股+24.08%加仓
强生JNJ
0.48%0.54%$2,504.3万9.9万股$2,509.3万10.3万股-4,048股-3.94%减仓
IiShares黄金信托IAU
0.48%0.63%$2,492.6万33.0万股$2,899.8万32.9万股+1,168股+0.36%加仓
V先锋领航指数基金VOT
0.46%0.54%$2,426.9万7.9万股$2,513.9万9.8万股-1.8万股-18.89%减仓
AMD超威AMD
0.46%0.24%$2,393.7万4.1万股$1,105.9万5.4万股-1.3万股-24.20%减仓
B纽约梅隆银行BK
0.45%0.54%$2,368.9万16.4万股$2,503.1万21.1万股-4.7万股-22.36%减仓

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