Dakota Wealth Management
PALM BEACH GARDENS FL · SEC CIK 0001631353
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $2,393.69万 | 0.46% | 41,206 | -13,158 | -24.2% | -$764.36万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2,426.88万 | 0.46% | 79,232 | -18,454 | -18.9% | -$565.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,492.55万 | 0.48% | 330,096 | 1,168 | 0.4% | $8.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,504.34万 | 0.48% | 98,608 | -4,048 | -3.9% | -$102.81万 | 减仓 |
| TLT | ISHARES TR | $2,536.75万 | 0.48% | 293,538 | 56,975 | 24.1% | $492.38万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,695.33万 | 0.51% | 312,902 | -994 | -0.3% | -$8.56万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,782.38万 | 0.53% | 75,191 | 1,765 | 2.4% | $65.31万 | 加仓 |
| MUB | ISHARES TR | $2,891.55万 | 0.55% | 268,682 | 3,899 | 1.5% | $41.96万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,040.26万 | 0.58% | 139,506 | -178 | -0.1% | -$3.88万 | 减仓 |
| MRK | MERCK & CO INC | $3,213.56万 | 0.61% | 250,026 | 16,681 | 7.1% | $214.40万 | 加仓 |
| IWR | ISHARES TR | $3,238.31万 | 0.62% | 293,538 | -26,779 | -8.4% | -$295.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,247.13万 | 0.62% | 64,892 | -980 | -1.5% | -$49.04万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $3,362.89万 | 0.64% | 497,764 | 94,971 | 23.6% | $641.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,469.33万 | 0.66% | 686,045 | -18,355 | -2.6% | -$92.82万 | 减仓 |
| META | META PLATFORMS INC | $3,562.58万 | 0.68% | 63,246 | -7,021 | -10.0% | -$395.49万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,614.70万 | 0.69% | 612,868 | 108,056 | 21.4% | $637.31万 | 加仓 |
| SGOV | ISHARES TR | $3,728.22万 | 0.71% | 370,341 | -70,566 | -16.0% | -$710.39万 | 减仓 |
| — | EXXON MOBIL CORP | $3,861.41万 | 0.74% | 282,432 | -43,623 | -13.4% | -$596.41万 | 减仓 |
| SHY | ISHARES TR | $3,909.97万 | 0.75% | 476,187 | 56,181 | 13.4% | $461.30万 | 加仓 |
| — | EA SERIES TRUST | $4,110.61万 | 0.78% | 1,421,767 | -963 | -0.1% | -$2.78万 | 减仓 |
| IWM | ISHARES TR | $4,144.67万 | 0.79% | 137,949 | -10,216 | -6.9% | -$306.94万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,227.60万 | 0.81% | 198,693 | -2,665 | -1.3% | -$56.70万 | 减仓 |
| AVGO | BROADCOM INC | $4,324.71万 | 0.83% | 114,486 | -422 | -0.4% | -$15.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,662.86万 | 0.89% | 49,845 | -3,991 | -7.4% | -$373.35万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $4,692.63万 | 0.90% | 246,306 | -6,893 | -2.7% | -$131.33万 | 减仓 |
| GOOG | ALPHABET INC | $4,739.49万 | 0.90% | 134,138 | -4,996 | -3.6% | -$176.52万 | 减仓 |
| CAT | CATERPILLAR INC | $5,009.54万 | 0.96% | 47,042 | -9,666 | -17.0% | -$1,029.34万 | 减仓 |
| V | VISA INC | $5,524.57万 | 1.05% | 161,024 | 31,342 | 24.2% | $1,075.31万 | 加仓 |
| LLY | ELI LILLY & CO | $5,731.10万 | 1.09% | 47,782 | 10,961 | 29.8% | $1,314.69万 | 加仓 |
| IGSB | ISHARES TR | $5,790.27万 | 1.11% | 1,104,802 | 113,561 | 11.5% | $595.17万 | 加仓 |
| CSCO | CISCO SYS INC | $5,895.18万 | 1.13% | 501,889 | 9,445 | 1.9% | $110.94万 | 加仓 |
| IGIB | ISHARES TR | $6,522.54万 | 1.24% | 1,226,734 | 130,977 | 12.0% | $696.40万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,524.78万 | 1.25% | 199,334 | -22,027 | -10.0% | -$721.01万 | 减仓 |
| MBB | ISHARES TR | $6,812.25万 | 1.30% | 720,721 | 117,108 | 19.4% | $1,106.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,189.08万 | 1.37% | 97,623 | -779 | -0.8% | -$57.37万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $8,311.35万 | 1.59% | 1,367,223 | 221,687 | 19.4% | $1,347.63万 | 加仓 |
| AMZN | AMAZON COM INC | $8,432.12万 | 1.61% | 353,785 | 17,252 | 5.1% | $411.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,611.49万 | 1.64% | 115,312 | 1,113 | 1.0% | $83.12万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $8,646.32万 | 1.65% | 1,499,275 | 115,805 | 8.4% | $667.85万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $8,732.54万 | 1.67% | 733,889 | 167,069 | 29.5% | $1,987.95万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $8,923.91万 | 1.70% | 1,043,855 | 18,849 | 1.8% | $161.14万 | 加仓 |
| GOOGL | ALPHABET INC | $9,104.68万 | 1.74% | 254,769 | -14,362 | -5.3% | -$513.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,164.09万 | 1.75% | 457,998 | 31,847 | 7.5% | $637.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $9,353.34万 | 1.79% | 250,746 | -14,755 | -5.6% | -$550.39万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1.04亿 | 1.99% | 1,137,302 | -158,792 | -12.3% | -$1,455.17万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.15亿 | 2.19% | 2,274,169 | 316,938 | 16.2% | $1,597.05万 | 加仓 |
| KLAC | KLA CORP | $1.53亿 | 2.92% | 507,578 | -118,412 | -18.9% | -$3,572.61万 | 减仓 |
| AAPL | APPLE INC | $1.79亿 | 3.41% | 617,780 | 3,499 | 0.6% | $101.25万 | 加仓 |
| IVV | ISHARES TR | $2.02亿 | 3.86% | 270,046 | 1,322 | 0.5% | $99.00万 | 加仓 |