13F 机构持仓

Dakota Wealth Management

PALM BEACH GARDENS FL · SEC CIK 0001631353

2026Q22026Q1 更早 9 个季度 🔒
$52.40亿2026Q2 申报市值
776持仓数
23.0%前十大占比 · 第一大 3.9%
74 / 73新建仓 / 清仓
申报市值走势$52.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.9%
AAPL 3.4%
KLAC 2.9%
SPDW 2.2%
BIL 2.0%
MSFT 1.8%
NVDA 1.7%
GOOGL 1.7%
VXUS 1.7%
SPYG 1.7%

2026Q2 买入最多 按季末市值估算

SPYG 加仓+$1,987.95万
SPDW 加仓+$1,597.05万
SPYV 加仓+$1,347.63万
ETN 加仓+$1,333.29万
LLY 加仓+$1,314.69万

2026Q2 卖出最多 按季末市值估算

KLAC 减仓-$3,572.61万
NEM 减仓-$2,017.66万
BIL 减仓-$1,455.17万
ABT 减仓-$1,448.08万
IJJ 减仓-$1,170.28万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
ROL ROLLINS INC $00.00%0 -192,219-100.0% -$1,026.64万 清仓
WRB BERKLEY W R CORP $00.00%0 -101,504-100.0% -$672.77万 清仓
DOW DOW HLDGS INC $00.00%0 -147,886-100.0% -$615.94万 清仓
HAL HALLIBURTON CO $00.00%0 -153,118-100.0% -$597.01万 清仓
ALLE ALLEGION PLC $00.00%0 -26,496-100.0% -$384.96万 清仓
VST VISTRA CORP $00.00%0 -19,315-100.0% -$290.36万 清仓
ESE ESCO TECHNOLOGIES INC $00.00%0 -9,837-100.0% -$276.78万 清仓
FIVE FIVE BELOW INC $00.00%0 -11,263-100.0% -$257.34万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -16,321-100.0% -$187.45万 清仓
TDW TIDEWATER INC NEW $00.00%0 -18,195-100.0% -$152.02万 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -6,623-100.0% -$134.44万 清仓
ARKK ARK ETF TR $00.00%0 -19,776-100.0% -$133.67万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -25,825-100.0% -$129.95万 清仓
ASTS AST SPACEMOBILE INC $00.00%0 -15,534-100.0% -$128.73万 清仓
AZN ASTRAZENECA PLC $00.00%0 -5,053-100.0% -$99.66万 清仓
BWXT BWX TECHNOLOGIES INC $00.00%0 -4,769-100.0% -$97.52万 清仓
— TASEKO MINES LTD $00.00%0 -143,079-100.0% -$92.29万 清仓
ADBE ADOBE INC $00.00%0 -3,704-100.0% -$90.04万 清仓
EMBJ EMBRAER S.A. $00.00%0 -14,654-100.0% -$86.96万 清仓
— CLEARWAY ENERGY INC $00.00%0 -19,795-100.0% -$77.54万 清仓
IMAX IMAX CORP $00.00%0 -17,238-100.0% -$65.52万 清仓
NU NU HLDGS LTD $00.00%0 -45,522-100.0% -$65.42万 清仓
KEX KIRBY CORP $00.00%0 -4,789-100.0% -$63.64万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -11,352-100.0% -$62.79万 清仓
BALL BALL CORP $00.00%0 -8,887-100.0% -$52.53万 清仓
HPQ HP INC $00.00%0 -26,659-100.0% -$51.21万 清仓
BDC BELDEN INC $00.00%0 -4,407-100.0% -$50.61万 清仓
— GP-ACT III ACQUISITION CORP $00.00%0 -46,400-100.0% -$50.30万 清仓
AR ANTERO RESOURCES CORP $00.00%0 -11,709-100.0% -$49.69万 清仓
EQT EQT CORP $00.00%0 -7,450-100.0% -$47.41万 清仓
DY DYCOM INDS INC $00.00%0 -1,365-100.0% -$46.25万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -2,714-100.0% -$42.69万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -4,929-100.0% -$39.71万 清仓
CUB LIONHEART HOLDINGS $00.00%0 -36,500-100.0% -$39.27万 清仓
SNDK SANDISK CORP $00.00%0 -614-100.0% -$39.01万 清仓
— BEST SPAC I ACQUISITION CORP $00.00%0 -37,250-100.0% -$38.07万 清仓
MTDR MATADOR RES CO $00.00%0 -5,929-100.0% -$37.46万 清仓
— MICROSOFT CORP 看涨期权 $00.00%0 -1,000-100.0% -$37.02万 清仓
IGM ISHARES TR $00.00%0 -3,000-100.0% -$35.55万 清仓
ALB ALBEMARLE CORP $00.00%0 -1,967-100.0% -$35.31万 清仓
— A PARADISE ACQUISITION CORP $00.00%0 -33,500-100.0% -$34.07万 清仓
— QVC GROUP INC $00.00%0 -155,761-100.0% -$33.80万 清仓
AON AON PLC $00.00%0 -1,019-100.0% -$32.90万 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -8,688-100.0% -$31.98万 清仓
RBC RBC BEARINGS INC $00.00%0 -578-100.0% -$31.39万 清仓
STN STANTEC INC $00.00%0 -3,557-100.0% -$30.73万 清仓
GFS GLOBALFOUNDRIES INC $00.00%0 -6,587-100.0% -$29.30万 清仓
— CATALYST PHARMACEUTICALS INC $00.00%0 -11,414-100.0% -$28.26万 清仓
AA ALCOA CORP $00.00%0 -4,151-100.0% -$27.53万 清仓
DG DOLLAR GEN CORP $00.00%0 -2,304-100.0% -$27.36万 清仓
ICLN ISHARES TR $00.00%0 -14,727-100.0% -$26.94万 清仓
ETG EATON VANCE TX ADV GLBL DIV $00.00%0 -13,264-100.0% -$26.69万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -3,425-100.0% -$26.43万 清仓
LMAT LEMAITRE VASCULAR INC $00.00%0 -2,350-100.0% -$25.66万 清仓
CARY ANGEL OAK FUNDS TRUST $00.00%0 -12,339-100.0% -$25.63万 清仓
JOBY JOBY AVIATION INC $00.00%0 -30,896-100.0% -$25.52万 清仓
BCPC BALCHEM CORP $00.00%0 -1,437-100.0% -$24.35万 清仓
ROAD CONSTRUCTION PARTNERS INC $00.00%0 -2,186-100.0% -$24.29万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -1,558-100.0% -$24.23万 清仓
IWN ISHARES TR $00.00%0 -1,248-100.0% -$23.66万 清仓
LPAA LAUNCH ONE ACQUISITION CORP $00.00%0 -22,000-100.0% -$23.50万 清仓
OPCH OPTION CARE HEALTH INC $00.00%0 -8,558-100.0% -$23.04万 清仓
CWST CASELLA WASTE SYS INC $00.00%0 -2,902-100.0% -$23.02万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -3,271-100.0% -$22.67万 清仓
FSV FIRSTSERVICE CORP NEW $00.00%0 -1,600-100.0% -$22.23万 清仓
— DUPONT DE NEMOURS INC $00.00%0 -1,594-100.0% -$21.90万 清仓
IEMG ISHARES INC $00.00%0 -3,058-100.0% -$21.33万 清仓
FTI TECHNIPFMC PLC $00.00%0 -3,071-100.0% -$21.23万 清仓
IBTH ISHARES TR $00.00%0 -9,335-100.0% -$20.94万 清仓
IBTG ISHARES TR $00.00%0 -9,109-100.0% -$20.87万 清仓
— LEGATO MERGER CORP III $00.00%0 -17,550-100.0% -$19.29万 清仓
STVN STEVANATO GROUP S P A $00.00%0 -10,765-100.0% -$14.80万 清仓
SLDP SOLID POWER INC $00.00%0 -10,728-100.0% -$3.22万 清仓
— GOLDMINING INC $9,0700.00%10,000 00.0% — 不变
RZLV REZOLVE AI PLC $3.31万0.00%10,500 10,500— $3.31万 新建仓
NAK NORTHERN DYNASTY MINERALS LT $3.77万0.00%19,641 00.0% — 不变
— ANIXA BIOSCIENCES INC $4.20万0.00%15,000 00.0% — 不变
— ANNOVIS BIO INC $5.39万0.00%29,000 3,00011.5% $5,580 加仓
— VIRTUS TOTAL RETURN FD INC $7.76万0.00%11,356 -445-3.8% -$3,039 减仓
LWLG LIGHTWAVE LOGIC INC $9.46万0.00%10,000 -4,000-28.6% -$3.78万 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $9.64万0.00%12,236 1441.2% $1,135 加仓
HYT BLACKROCK CORPOR HI YLD FD I $10.69万0.00%12,493 00.0% — 不变
— LAKE SUPERIOR ACQUISITION CO $11.15万0.00%11,000 00.0% — 不变
NUV NUVEEN MUN VALUE FD INC $11.37万0.00%12,300 -3,600-22.6% -$3.33万 减仓
— TERRA INNOVATUM GLOBAL NV $12.30万0.00%25,000 -36,000-59.0% -$17.71万 减仓
— SILVER PEGASUS ACQUISITION C $12.32万0.00%12,000 00.0% — 不变
— ISHARES ETHEREUM TR $13.80万0.00%11,610 -4,244-26.8% -$5.05万 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $14.25万0.00%12,111 -2,812-18.8% -$3.31万 减仓
MKLY MCKINLEY ACQUISITION CORP $14.72万0.00%14,500 00.0% — 不变
VNME VENDOME ACQUISITION CORP I $15.11万0.00%14,825 00.0% — 不变
— MFS INTER INCOME TR $17.87万0.00%72,350 00.0% — 不变
— COHEN & STEERS CLOSED-END $18.21万0.00%13,123 00.0% — 不变
KVYO KLAVIYO INC $19.47万0.00%12,895 00.0% — 不变
TDF TEMPLETON DRAGON FD INC $19.66万0.00%18,055 2001.1% $2,178 加仓
SVCC STELLAR V CAP CORP $19.83万0.00%18,800 00.0% — 不变
IEI ISHARES TR $20.15万0.00%1,716 00.0% — 不变
— CHENGHE ACQUISITION III CO $20.30万0.00%20,000 00.0% — 不变
ALC ALCON AG $20.32万0.00%3,028 20.1% $134 加仓
BKLC BNY MELLON ETF TRUST $20.45万0.00%1,426 1,426— $20.45万 新建仓
INTU INTUIT $20.57万0.00%788 -26-3.2% -$6,786 减仓