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 |
|---|---|---|---|---|---|---|---|---|
| XBGYX | BLACKROCK ENHANCED INTL DIV | $41.92万 | 0.01% | 73,040 | 1,255 | 1.7% | $7,204 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $41.83万 | 0.01% | 6,806 | -240 | -3.4% | -$1.48万 | 减仓 |
| WU | WESTERN UN CO | $41.71万 | 0.01% | 54,163 | -2,755 | -4.8% | -$2.12万 | 减仓 |
| PLD | PROLOGIS INC. | $41.70万 | 0.01% | 3,078 | 692 | 29.0% | $9.37万 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $41.48万 | 0.01% | 58,507 | 34,007 | 138.8% | $24.11万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $41.34万 | 0.01% | 14,659 | 5 | 0.0% | $141 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $41.32万 | 0.01% | 2,479 | -13,780 | -84.8% | -$229.67万 | 减仓 |
| — | MELAR ACQUISITION CORP. I | $40.80万 | 0.01% | 37,500 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $40.48万 | 0.01% | 5,590 | 5,590 | — | $40.48万 | 新建仓 |
| IYE | ISHARES TR | $40.45万 | 0.01% | 7,148 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $40.44万 | 0.01% | 3,230 | 25 | 0.8% | $3,130 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $40.44万 | 0.01% | 13,466 | 248 | 1.9% | $7,447 | 加仓 |
| TTC | TORO CO | $40.19万 | 0.01% | 4,125 | -6 | -0.1% | -$585 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $40.07万 | 0.01% | 4,916 | -1,434 | -22.6% | -$11.69万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.92万 | 0.01% | 2,337 | 2,337 | — | $39.92万 | 新建仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $39.46万 | 0.01% | 14,007 | 14,007 | — | $39.46万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $39.02万 | 0.01% | 1,474 | 0 | 0.0% | — | 不变 |
| — | AGRICULTURE & NAT SOL ACQ CO | $38.94万 | 0.01% | 34,100 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $38.87万 | 0.01% | 2,519 | 3 | 0.1% | $463 | 加仓 |
| USFD | US FOODS HLDG CORP | $38.87万 | 0.01% | 3,802 | 12 | 0.3% | $1,227 | 加仓 |
| DMAA | DRUGS MADE IN AMER ACQUTN CO | $38.77万 | 0.01% | 36,400 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $38.44万 | 0.01% | 58,865 | -4,570 | -7.2% | -$2.98万 | 减仓 |
| MAS | MASCO CORP | $37.88万 | 0.01% | 4,655 | 2 | 0.0% | $163 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $37.79万 | 0.01% | 5,763 | -11 | -0.2% | -$721 | 减仓 |
| Q | QNITY ELECTRONICS INC | $37.24万 | 0.01% | 2,280 | 8 | 0.4% | $1,307 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $36.97万 | 0.01% | 27,776 | 8,952 | 47.6% | $11.92万 | 加仓 |
| FN | FABRINET | $36.59万 | 0.01% | 651 | 651 | — | $36.59万 | 新建仓 |
| MUSA | MURPHY USA INC | $36.32万 | 0.01% | 674 | -3,359 | -83.3% | -$181.01万 | 减仓 |
| XVV | ISHARES TR | $36.06万 | 0.01% | 6,350 | 14 | 0.2% | $795 | 加仓 |
| GGG | GRACO INC | $35.79万 | 0.01% | 4,734 | -5 | -0.1% | -$378 | 减仓 |
| IYC | ISHARES TR | $35.54万 | 0.01% | 3,515 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $35.53万 | 0.01% | 955 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $35.31万 | 0.01% | 2,095 | -4 | -0.2% | -$674 | 减仓 |
| IYF | ISHARES TR | $35.21万 | 0.01% | 2,761 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $35.16万 | 0.01% | 110 | -14 | -11.3% | -$4.47万 | 减仓 |
| VFH | VANGUARD WORLD FD | $35.11万 | 0.01% | 2,668 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $34.97万 | 0.01% | 9,061 | 1,735 | 23.7% | $6.70万 | 加仓 |
| IEFA | ISHARES TR | $34.46万 | 0.01% | 3,568 | -163 | -4.4% | -$1.57万 | 减仓 |
| COWZ | PACER FDS TR | $34.44万 | 0.01% | 5,537 | -627 | -10.2% | -$3.90万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $34.36万 | 0.01% | 7,618 | -1,232 | -13.9% | -$5.56万 | 重新持有 |
| JBLU | JETBLUE AIRWAYS CORP | $33.94万 | 0.01% | 59,232 | -26,861 | -31.2% | -$15.39万 | 减仓 |
| MTB | M & T BK CORP | $33.78万 | 0.01% | 1,419 | 17 | 1.2% | $4,048 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $33.69万 | 0.01% | 3,933 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $33.36万 | 0.01% | 2,330 | -1,136 | -32.8% | -$16.26万 | 减仓 |
| XP | XP INC | $32.96万 | 0.01% | 20,272 | 2,833 | 16.2% | $4.61万 | 加仓 |
| IBN | ICICI BANK LIMITED | $32.93万 | 0.01% | 11,344 | 11,344 | — | $32.93万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $32.83万 | 0.01% | 3,581 | -439 | -10.9% | -$4.03万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $32.83万 | 0.01% | 24,391 | -8,539 | -25.9% | -$11.49万 | 减仓 |
| GWW | WW GRAINGER INC | $32.75万 | 0.01% | 241 | -6 | -2.4% | -$8,154 | 减仓 |
| WHR | WHIRLPOOL CORP | $32.58万 | 0.01% | 8,266 | 1,380 | 20.0% | $5.44万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $32.43万 | 0.01% | 707 | -3 | -0.4% | -$1,376 | 减仓 |
| CRAC | CROWN RESV ACQUISITION CORP | $32.15万 | 0.01% | 31,800 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $32.14万 | 0.01% | 20,409 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $32.00万 | 0.01% | 3,648 | -9 | -0.2% | -$789 | 减仓 |
| EFA | ISHARES TR | $32.00万 | 0.01% | 3,080 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $31.85万 | 0.01% | 2,064 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.74万 | 0.01% | 6,972 | -890 | -11.3% | -$4.05万 | 减仓 |
| — | RIBBON ACQUISITION CORP | $31.56万 | 0.01% | 29,333 | 0 | 0.0% | — | 不变 |
| DMII | DRUGS MADE IN AMER ACQ II CO | $30.83万 | 0.01% | 30,650 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $30.49万 | 0.01% | 2,595 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $30.47万 | 0.01% | 3,253 | 21 | 0.6% | $1,967 | 加仓 |
| ESGV | VANGUARD WORLD FD | $30.40万 | 0.01% | 2,299 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $30.28万 | 0.01% | 4,566 | -9 | -0.2% | -$597 | 减仓 |
| DHR | DANAHER CORP DEL | $30.08万 | 0.01% | 1,579 | 136 | 9.4% | $2.59万 | 加仓 |
| DES | WISDOMTREE TR | $30.07万 | 0.01% | 7,393 | -1,262 | -14.6% | -$5.13万 | 减仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $29.58万 | 0.01% | 25,770 | 25,770 | — | $29.58万 | 新建仓 |
| WSO | WATSCO INC | $29.57万 | 0.01% | 710 | 4 | 0.6% | $1,666 | 加仓 |
| IXUS | ISHARES TR | $29.46万 | 0.01% | 3,087 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $29.39万 | 0.01% | 829 | 5 | 0.6% | $1,773 | 加仓 |
| FSK | FS KKR CAP CORP | $29.21万 | 0.01% | 27,815 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $29.19万 | 0.01% | 6,339 | 6,339 | — | $29.19万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $29.14万 | 0.01% | 1,783 | 1,783 | — | $29.14万 | 新建仓 |
| EEM | ISHARES TR | $29.06万 | 0.01% | 4,248 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $29.05万 | 0.01% | 3,685 | 201 | 5.8% | $1.58万 | 加仓 |
| IEV | ISHARES TR | $28.89万 | 0.01% | 3,965 | -2,675 | -40.3% | -$19.49万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $28.74万 | 0.01% | 431 | 431 | — | $28.74万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $28.74万 | 0.01% | 5,722 | -1,028 | -15.2% | -$5.16万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $28.73万 | 0.01% | 2,590 | 2,590 | — | $28.73万 | 新建仓 |
| CTVA | CORTEVA INC | $28.72万 | 0.01% | 3,391 | 40 | 1.2% | $3,388 | 加仓 |
| CBT | CABOT CORP | $28.72万 | 0.01% | 3,162 | 3,162 | — | $28.72万 | 新建仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $28.50万 | 0.01% | 23,023 | 2,865 | 14.2% | $3.55万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $28.25万 | 0.01% | 25,338 | -260 | -1.0% | -$2,899 | 减仓 |
| ILMN | ILLUMINA INC | $28.08万 | 0.01% | 1,597 | 1,597 | — | $28.08万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $27.90万 | 0.01% | 9,656 | -9 | -0.1% | -$260 | 减仓 |
| GIW | GIGCAPITAL8 CORP | $27.89万 | 0.01% | 27,700 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $27.71万 | 0.01% | 10,964 | -7 | -0.1% | -$177 | 减仓 |
| FFIN | FIRST FINL BANKSHARES INC | $27.67万 | 0.01% | 7,996 | -22 | -0.3% | -$761 | 减仓 |
| IGV | ISHARES TR | $27.62万 | 0.01% | 3,049 | 324 | 11.9% | $2.94万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $27.62万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $27.56万 | 0.01% | 8,288 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $27.28万 | 0.01% | 2,921 | 54 | 1.9% | $5,043 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $26.79万 | 0.01% | 1,590 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $26.67万 | 0.01% | 4,048 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $26.65万 | 0.01% | 1,174 | 181 | 18.2% | $4.11万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $26.49万 | 0.01% | 4,336 | 0 | 0.0% | — | 不变 |
| COPL | COPLEY ACQUISITION CORP | $26.21万 | 0.01% | 25,125 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $26.03万 | 0.00% | 4,705 | -30 | -0.6% | -$1,660 | 重新持有 |
| ALAB | ASTERA LABS INC | $25.86万 | 0.00% | 535 | 535 | — | $25.86万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.75万 | 0.00% | 3,258 | 4 | 0.1% | $316 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $25.48万 | 0.00% | 6,325 | -1,196 | -15.9% | -$4.82万 | 减仓 |