13F 机构持仓

Destiny Wealth Partners, LLC

TAVARES FL · SEC CIK 0001844369

2026Q22026Q1 更早 9 个季度 🔒
$9.14亿2026Q1 申报市值
1,143持仓数
31.2%前十大占比 · 第一大 4.5%
925 / 7新建仓 / 清仓
申报市值走势$7.09亿2026Q2
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

JCPB 4.5%
VUG 4.3%
DFLV 4.0%
JAAA 3.8%
DFAX 3.0%
AMZN 3.0%
GOOGL 2.4%
AAPL 2.3%
NVDA 2.0%
VIRTUS ETF TR 1.9%

2026Q1 买入最多 按季末市值估算

FBND 新建仓+$1,698.72万
JPIB 新建仓+$1,491.67万
IYM 新建仓+$1,397.49万
CLOI 新建仓+$1,395.03万
IGLB 新建仓+$1,254.84万

2026Q1 卖出最多 按季末市值估算

TOTL 减仓-$1,683.54万
XLK 减仓-$1,356.92万
VCLT 减仓-$1,223.01万
SRLN 清仓-$1,115.61万
BIV 重新持有-$905.86万

2026Q1 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
ANET ARISTA NETWORKS INC $17.20万0.02%1,401 00.0% — 不变
— SPROTT ETF TRUST $17.22万0.02%2,000 2,000— $17.22万 新建仓
DTCR GLOBAL X FDS $17.26万0.02%7,202 7,202— $17.26万 新建仓
NEM NEWMONT CORP $17.28万0.02%1,596 00.0% — 不变
LH LABCORP HOLDINGS INC $17.53万0.02%657 657— $17.53万 新建仓
CSX CSX CORP $17.57万0.02%4,280 4,280— $17.57万 新建仓
NEE NEXTERA ENERGY INC $17.78万0.02%1,915 1,915— $17.78万 新建仓
LOW LOWES COS INC $17.82万0.02%754 754— $17.82万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $18.00万0.02%3,556 3,556— $18.00万 新建仓
SBUX STARBUCKS CORP $18.07万0.02%2,017 2,017— $18.07万 新建仓
BOTZ GLOBAL X FDS $18.24万0.02%5,492 -29-0.5% -$963 减仓
UUUU ENERGY FUELS INC $18.25万0.02%10,000 10,000— $18.25万 新建仓
ALL ALLSTATE CORP $18.39万0.02%887 887— $18.39万 新建仓
ZTS ZOETIS INC $18.50万0.02%1,565 1,565— $18.50万 新建仓
BP BP PLC $18.53万0.02%3,942 3,942— $18.53万 新建仓
INTU INTUIT $18.68万0.02%432 -81-15.8% -$3.50万 减仓
VLUE ISHARES TR $18.71万0.02%1,316 -126-8.7% -$1.79万 减仓
REGN REGENERON PHARMACEUTICALS $19.08万0.02%247 247— $19.08万 新建仓
— HONEYWELL INTL INC $19.30万0.02%854 854— $19.30万 新建仓
AMGN AMGEN INC $19.60万0.02%557 557— $19.60万 新建仓
ABT ABBOTT LABORATORIES $19.86万0.02%1,934 1,934— $19.86万 新建仓
SHY ISHARES TR $19.91万0.02%2,411 00.0% — 重新持有
IUSB ISHARES TR $20.05万0.02%4,341 -408-8.6% -$1.88万 减仓
VDE VANGUARD WORLD FD $20.30万0.02%1,173 1,173— $20.30万 新建仓
IJS ISHARES TR $20.46万0.02%1,727 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $20.49万0.02%3,500 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $20.50万0.02%1,516 00.0% — 重新持有
FXO FIRST TR EXCHANGE-TRADED FD $20.63万0.02%3,672 00.0% — 不变
VRT VERTIV HOLDINGS CO $20.82万0.02%831 831— $20.82万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $21.13万0.02%1,040 1,040— $21.13万 新建仓
COP CONOCOPHILLIPS $21.41万0.02%1,622 1,622— $21.41万 新建仓
ISCG ISHARES TR $21.45万0.02%3,914 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $21.48万0.02%10,000 10,000— $21.48万 新建仓
DE DEERE & CO $21.57万0.02%383 383— $21.57万 新建仓
MA MASTERCARD INCORPORATED $21.74万0.02%435 235.6% $1.15万 加仓
XLE SELECT SECTOR SPDR TR $21.82万0.02%3,562 3,562— $21.82万 新建仓
AMLP ALPS ETF TR $21.90万0.02%4,160 00.0% — 不变
IAU ISHARES GOLD TR $22.14万0.02%2,511 00.0% — 不变
NUEM NUSHARES ETF TR $22.26万0.02%6,058 00.0% — 不变
HL HECLA MINING COMPANY $22.51万0.02%12,085 12,085— $22.51万 新建仓
EEM ISHARES TR $22.81万0.02%4,017 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $22.95万0.03%467 00.0% — 不变
SIL GLOBAL X FDS $23.24万0.03%2,580 2,580— $23.24万 新建仓
DIS DISNEY WALT CO $23.25万0.03%2,412 -283-10.5% -$2.73万 减仓
QCOM QUALCOMM INC $23.35万0.03%1,813 1,813— $23.35万 新建仓
XLP SELECT SECTOR SPDR TR $23.99万0.03%2,926 00.0% — 不变
SOXL DIREXION SHARES ETF TRUST $24.57万0.03%5,128 00.0% — 不变
IXC ISHARES TR $24.71万0.03%4,289 4,289— $24.71万 新建仓
ACN ACCENTURE PLC IRELAND $24.73万0.03%1,247 34438.1% $6.82万 加仓
PLD PROLOGIS INC. $24.85万0.03%1,880 1,880— $24.85万 新建仓
— GBANK FINL HLDGS INC $25.11万0.03%9,385 -900-8.8% -$2.41万 减仓
URNM SPROTT FDS TR $25.26万0.03%4,000 4,000— $25.26万 新建仓
USIG ISHARES TR $25.52万0.03%4,982 00.0% — 不变
VBK VANGUARD INDEX FDS $25.90万0.03%857 00.0% — 不变
SLV ISHARES SILVER TR $26.10万0.03%3,830 -36-0.9% -$2,453 减仓
VIGI VANGUARD WHITEHALL FDS $26.35万0.03%2,979 -87,452-96.7% -$773.62万 减仓
PM PHILIP MORRIS INTL INC $26.39万0.03%1,596 -364-18.6% -$6.02万 减仓
KO COCA COLA CO $26.95万0.03%3,544 -259-6.8% -$1.97万 减仓
CVS CVS HEALTH CORP $27.05万0.03%3,767 3,767— $27.05万 新建仓
TFC TRUIST FINL CORP $27.06万0.03%5,887 5,887— $27.06万 新建仓
VSS VANGUARD INTL EQUITY INDEX F $27.20万0.03%1,866 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $27.71万0.03%2,959 00.0% — 不变
XLV SELECT SECTOR SPDR TR $28.03万0.03%1,912 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $28.26万0.03%5,356 -500-8.5% -$2.64万 减仓
SCHW SCHWAB CHARLES CORP $29.28万0.03%3,115 431.4% $4,042 加仓
SSRM SSR MINING IN $29.37万0.03%10,000 10,000— $29.37万 新建仓
MOAT VANECK ETF TRUST $29.49万0.03%3,050 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $29.50万0.03%1,090 39155.9% $10.58万 加仓
PWR QUANTA SVCS INC $29.98万0.03%546 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $30.14万0.03%7,845 7,845— $30.14万 新建仓
EFA ISHARES TR $30.38万0.03%3,128 00.0% — 不变
MO ALTRIA GROUP INC $31.04万0.03%4,703 4,703— $31.04万 新建仓
FXL FIRST TR EXCHANGE-TRADED FD $31.46万0.03%1,980 00.0% — 不变
PANW PALO ALTO NETWORKS INC $31.90万0.03%1,990 -5-0.3% -$802 减仓
ILF ISHARES TR $32.43万0.04%9,131 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $32.72万0.04%1,515 00.0% — 不变
MTUM ISHARES TR $32.78万0.04%1,366 00.0% — 不变
IEMG ISHARES INC $32.87万0.04%4,712 1,74758.9% $12.19万 加仓
DRI DARDEN RESTAURANTS INC $33.15万0.04%1,691 00.0% — 不变
IEUR ISHARES TR $33.22万0.04%4,727 77319.5% $5.43万 加仓
VBIL VANGUARD INSTL INDEX FD $33.72万0.04%4,457 801.8% $6,052 加仓
RCL ROYAL CARIBBEAN GROUP $34.98万0.04%1,271 00.0% — 不变
TSEM TOWER SEMICONDUCTOR LTD $35.10万0.04%2,000 00.0% — 不变
JSI JANUS DETROIT STR TR $35.74万0.04%6,934 1,44326.3% $7.44万 加仓
T AT&T INC $36.06万0.04%12,439 6815.8% $1.97万 加仓
AOR ISHARES TR $37.03万0.04%5,754 00.0% — 不变
ASML ASML HLDG NV $37.64万0.04%285 00.0% — 不变
PG PROCTER & GAMBLE CO $37.75万0.04%2,614 1,16980.9% $16.88万 加仓
SCHP SCHWAB STRATEGIC TR $38.08万0.04%14,309 -1,881-11.6% -$5.01万 减仓
UPS UNITED PARCEL SVCS INC $38.42万0.04%3,905 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $38.92万0.04%1,938 00.0% — 不变
VOE VANGUARD INDEX FDS $39.50万0.04%2,143 40.2% $737 加仓
MRK MERCK & CO INC $40.50万0.04%3,367 -172-4.9% -$2.07万 减仓
BIL SPDR SERIES TRUST $41.67万0.05%4,547 00.0% — 不变
JNJ JOHNSON & JOHNSON $41.81万0.05%1,710 -144-7.8% -$3.52万 减仓
BX BLACKSTONE INC $41.98万0.05%3,651 59519.5% $6.84万 加仓
IEFA ISHARES TR $43.31万0.05%4,784 00.0% — 不变
LIN LINDE PLC $44.02万0.05%888 607.2% $2.97万 加仓
XLI SELECT SECTOR SPDR TR $44.23万0.05%2,735 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $44.28万0.05%3,842 1,03136.7% $11.88万 加仓