Destiny Wealth Partners, LLC
TAVARES FL · SEC CIK 0001844369
$7.09亿2026Q2 申报市值
186持仓数
39.2%前十大占比 · 第一大 6.2%
15 / 977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
DSCO 新建仓+$1,513.98万
XTL 新建仓+$1,445.76万
XBI 加仓+$1,383.89万
CRWD 加仓+$620.39万
JAAA 加仓+$147.13万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$1,466.56万
IYM 清仓-$1,397.49万
FCOM 清仓-$1,367.81万
QQQ 减仓-$1,315.45万
IGLB 清仓-$1,254.84万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $4,376.35万 | 6.17% | 513,656 | -29,116 | -5.4% | -$248.07万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $4,021.45万 | 5.67% | 988,557 | -26,378 | -2.6% | -$107.31万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,993.25万 | 5.63% | 864,714 | -3,872 | -0.4% | -$17.88万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $3,650.64万 | 5.15% | 722,899 | 29,135 | 4.2% | $147.13万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,897.90万 | 4.09% | 793,729 | -17,349 | -2.1% | -$63.34万 | 减仓 |
| GOOGL | ALPHABET INC | $2,072.68万 | 2.92% | 58,200 | -19,119 | -24.7% | -$680.88万 | 减仓 |
| AMZN | AMAZON COM INC | $2,063.11万 | 2.91% | 75,967 | -54,001 | -41.5% | -$1,466.56万 | 减仓 |
| AAPL | APPLE INC | $1,668.62万 | 2.35% | 54,016 | -30,621 | -36.2% | -$945.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,543.87万 | 2.18% | 76,905 | -29,445 | -27.7% | -$591.11万 | 减仓 |
| DSCO | DOUBLELINE ETF TRUST | $1,513.98万 | 2.14% | 610,353 | 610,353 | — | $1,513.98万 | 新建仓 |
| PAVE | GLOBAL X FDS | $1,507.05万 | 2.13% | 267,397 | -15,214 | -5.4% | -$85.75万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,478.89万 | 2.09% | 165,221 | -9,737 | -5.6% | -$87.16万 | 减仓 |
| XTL | SPDR SERIES TRUST | $1,445.76万 | 2.04% | 69,454 | 69,454 | — | $1,445.76万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $1,430.18万 | 2.02% | 269,896 | 5,185 | 2.0% | $27.48万 | 加仓 |
| XBI | SPDR SERIES TRUST | $1,384.42万 | 1.95% | 94,172 | 94,136 | 261,488.9% | $1,383.89万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,374.13万 | 1.94% | 239,939 | -6,400 | -2.6% | -$36.65万 | 减仓 |
| USHY | ISHARES TR | $1,357.25万 | 1.91% | 369,017 | 22,607 | 6.5% | $83.15万 | 加仓 |
| — | VIRTUS ETF TR II | $1,349.59万 | 1.90% | 582,615 | -155,757 | -21.1% | -$360.80万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,331.09万 | 1.88% | 297,650 | -74,714 | -20.1% | -$334.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,248.51万 | 1.76% | 26,866 | -14,815 | -35.5% | -$688.48万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,224.78万 | 1.73% | 133,375 | -36,641 | -21.6% | -$336.47万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,155.24万 | 1.63% | 231,605 | -58,183 | -20.1% | -$290.22万 | 减仓 |
| AVGO | BROADCOM INC | $1,008.19万 | 1.42% | 25,899 | -10,077 | -28.0% | -$392.27万 | 减仓 |
| TSLA | TESLA INC | $999.19万 | 1.41% | 32,107 | -7,555 | -19.0% | -$235.12万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $952.41万 | 1.34% | 217,494 | -6,081 | -2.7% | -$26.63万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $905.93万 | 1.28% | 189,248 | -122,687 | -39.3% | -$587.30万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $900.42万 | 1.27% | 47,177 | 32,505 | 221.5% | $620.39万 | 加仓 |
| ANGL | VANECK ETF TRUST | $897.91万 | 1.27% | 310,481 | -86,673 | -21.8% | -$250.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $869.69万 | 1.23% | 18,265 | -7,356 | -28.7% | -$350.26万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $803.70万 | 1.13% | 329,251 | -81,134 | -19.8% | -$198.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $775.37万 | 1.09% | 32,419 | -27,782 | -46.1% | -$664.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $772.27万 | 1.09% | 15,097 | -3,073 | -16.9% | -$157.20万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $747.08万 | 1.05% | 152,372 | -6,222 | -3.9% | -$30.51万 | 减仓 |
| FLTR | VANECK ETF TRUST | $719.50万 | 1.01% | 280,947 | -13,218 | -4.5% | -$33.85万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $677.97万 | 0.96% | 143,364 | -95,227 | -39.9% | -$450.33万 | 减仓 |
| NLR | VANECK ETF TRUST | $657.45万 | 0.93% | 61,542 | -12,009 | -16.3% | -$128.29万 | 减仓 |
| VO | VANGUARD INDEX FDS | $645.91万 | 0.91% | 79,792 | -36,360 | -31.3% | -$294.33万 | 减仓 |
| PULS | PGIM ETF TR | $565.81万 | 0.80% | 114,212 | 3,998 | 3.6% | $19.81万 | 加仓 |
| SDY | SPDR SERIES TRUST | $511.85万 | 0.72% | 33,022 | -35,865 | -52.1% | -$555.91万 | 减仓 |
| PYLD | PIMCO ETF TR | $503.17万 | 0.71% | 192,418 | -125,067 | -39.4% | -$327.05万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $498.80万 | 0.70% | 58,627 | -3,556 | -5.7% | -$30.25万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $494.74万 | 0.70% | 110,311 | -4,628 | -4.0% | -$20.76万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $493.89万 | 0.70% | 68,387 | -2,867 | -4.0% | -$20.71万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $489.60万 | 0.69% | 6,554 | -9,486 | -59.1% | -$708.63万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $479.38万 | 0.68% | 62,829 | -3,259 | -4.9% | -$24.87万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $476.75万 | 0.67% | 96,002 | -3,287 | -3.3% | -$16.32万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $461.67万 | 0.65% | 28,505 | -20,391 | -41.7% | -$330.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $459.96万 | 0.65% | 6 | -9 | -60.0% | -$689.94万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $402.36万 | 0.57% | 91,197 | 2,908 | 3.3% | $12.83万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $398.26万 | 0.56% | 32,363 | -8,064 | -19.9% | -$99.24万 | 减仓 |
| META | META PLATFORMS INC | $385.11万 | 0.54% | 6,918 | -2,453 | -26.2% | -$136.55万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $364.14万 | 0.51% | 227,585 | -143,025 | -38.6% | -$228.84万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $352.55万 | 0.50% | 50,106 | -10,801 | -17.7% | -$76.00万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $342.86万 | 0.48% | 21,998 | -20,298 | -48.0% | -$316.36万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $272.58万 | 0.38% | 55,078 | 1,887 | 3.5% | $9.34万 | 加仓 |
| GLD | SPDR GOLD TR | $259.48万 | 0.37% | 6,984 | -29 | -0.4% | -$1.08万 | 减仓 |
| FLOT | ISHARES TR | $250.07万 | 0.35% | 48,976 | 1,659 | 3.5% | $8.47万 | 加仓 |
| OKLO | OKLO INC | $247.21万 | 0.35% | 63,665 | -14,844 | -18.9% | -$57.64万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $221.64万 | 0.31% | 12,640 | -22,238 | -63.8% | -$389.94万 | 减仓 |
| IVV | ISHARES TR | $173.73万 | 0.25% | 2,315 | -425 | -15.5% | -$31.89万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $149.65万 | 0.21% | 22,184 | -452 | -2.0% | -$3.05万 | 减仓 |
| VV | VANGUARD INDEX FDS | $149.39万 | 0.21% | 4,348 | -1 | -0.0% | -$344 | 减仓 |
| VB | VANGUARD INDEX FDS | $135.21万 | 0.19% | 4,581 | -9,811 | -68.2% | -$289.56万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $131.49万 | 0.19% | 15,871 | 922 | 6.2% | $7.64万 | 加仓 |
| ABBV | ABBVIE INC | $127.12万 | 0.18% | 5,066 | -495 | -8.9% | -$12.42万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $119.18万 | 0.17% | 47,465 | -6,774 | -12.5% | -$17.01万 | 减仓 |
| RDDT | REDDIT INC | $109.29万 | 0.15% | 7,769 | -16,774 | -68.3% | -$235.96万 | 减仓 |
| QQQ | INVESCO QQQ TR | $106.76万 | 0.15% | 1,552 | -19,123 | -92.5% | -$1,315.45万 | 减仓 |
| — | EXXON MOBIL CORP | $106.54万 | 0.15% | 6,854 | -3,934 | -36.5% | -$61.15万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $104.40万 | 0.15% | 7,103 | -1,515 | -17.6% | -$22.27万 | 减仓 |
| QUAL | ISHARES TR | $101.17万 | 0.14% | 4,613 | -62 | -1.3% | -$1.36万 | 减仓 |
| SSUS | STRATEGY SHS | $100.69万 | 0.14% | 18,482 | -1,395 | -7.0% | -$7.60万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $93.20万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| MINO | PIMCO ETF TR | $85.93万 | 0.12% | 19,172 | -14,715 | -43.4% | -$65.95万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $85.45万 | 0.12% | 45,452 | 1,591 | 3.6% | $2.99万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $72.60万 | 0.10% | 8,125 | -170 | -2.0% | -$1.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $71.13万 | 0.10% | 2,022 | -15,364 | -88.4% | -$540.49万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $70.69万 | 0.10% | 1,896 | -1,056 | -35.8% | -$39.37万 | 减仓 |
| GOOG | ALPHABET INC | $66.80万 | 0.09% | 1,873 | -10,435 | -84.8% | -$372.16万 | 减仓 |
| IBB | ISHARES TR | $66.74万 | 0.09% | 3,580 | -12,654 | -77.9% | -$235.91万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $63.34万 | 0.09% | 11,124 | -7,298 | -39.6% | -$41.55万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $62.85万 | 0.09% | 6,927 | -267 | -3.7% | -$2.42万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $61.49万 | 0.09% | 27,780 | -20,900 | -42.9% | -$46.26万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $60.75万 | 0.09% | 1,509 | -71 | -4.5% | -$2.86万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $59.81万 | 0.08% | 1,624 | -129 | -7.4% | -$4.75万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $56.93万 | 0.08% | 4,904 | -300 | -5.8% | -$3.48万 | 减仓 |
| WMT | WALMART INC | $56.61万 | 0.08% | 5,091 | -4,630 | -47.6% | -$51.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.84万 | 0.08% | 12,550 | -776 | -5.8% | -$3.45万 | 减仓 |
| MUNI | PIMCO ETF TR | $54.48万 | 0.08% | 10,527 | -8,248 | -43.9% | -$42.68万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $54.19万 | 0.08% | 2,662 | 971 | 57.4% | $19.77万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $53.93万 | 0.08% | 6,136 | 2 | 0.0% | $176 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $52.12万 | 0.07% | 4,815 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $50.63万 | 0.07% | 5,872 | -9 | -0.2% | -$776 | 减仓 |
| CSCO | CISCO SYS INC | $50.29万 | 0.07% | 4,336 | -3,135 | -42.0% | -$36.36万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $50.27万 | 0.07% | 9,043 | 9,043 | — | $50.27万 | 新建仓 |
| BAC | BANK OF AMER CORP | $49.77万 | 0.07% | 8,034 | -2,200 | -21.5% | -$13.63万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $49.19万 | 0.07% | 2,735 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $47.77万 | 0.07% | 4,583 | 678 | 17.4% | $7.07万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $47.55万 | 0.07% | 1,494 | 223 | 17.5% | $7.10万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $46.62万 | 0.07% | 9,145 | 2,211 | 31.9% | $11.27万 | 加仓 |