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
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