Destiny Wealth Partners, LLC
TAVARES FL · SEC CIK 0001844369
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SMLF | ISHARES TR | $44.40万 | 0.05% | 5,881 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $45.22万 | 0.05% | 2,912 | -112 | -3.7% | -$1.74万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.15万 | 0.05% | 764 | 1 | 0.1% | $604 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.47万 | 0.05% | 1,917 | 230 | 13.6% | $5.57万 | 加仓 |
| GOVT | ISHARES TR | $46.52万 | 0.05% | 20,304 | -229 | -1.1% | -$5,246 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $46.69万 | 0.05% | 3,129 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $46.95万 | 0.05% | 6,134 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $47.91万 | 0.05% | 25,523 | 25,523 | — | $47.91万 | 新建仓 |
| IWF | ISHARES TR | $48.44万 | 0.05% | 1,136 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $48.49万 | 0.05% | 6,091 | 6,091 | — | $48.49万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $49.23万 | 0.05% | 5,037 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $49.40万 | 0.05% | 17,738 | 4,349 | 32.5% | $12.11万 | 加仓 |
| BAC | BANK AMERICA CORP | $49.89万 | 0.05% | 10,234 | 131 | 1.3% | $6,386 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.78万 | 0.06% | 13,326 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $53.38万 | 0.06% | 4,815 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $53.42万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $53.51万 | 0.06% | 16,592 | 16,592 | — | $53.51万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $56.10万 | 0.06% | 563 | 3 | 0.5% | $2,989 | 加仓 |
| VTI | VANGUARD INDEX FDS | $56.25万 | 0.06% | 1,753 | 13 | 0.7% | $4,171 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $56.71万 | 0.06% | 5,204 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $56.88万 | 0.06% | 7,194 | -86 | -1.2% | -$6,799 | 减仓 |
| CSCO | CISCO SYS INC | $57.96万 | 0.06% | 7,471 | 1,794 | 31.6% | $13.92万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $61.19万 | 0.07% | 1,321 | 1,321 | — | $61.19万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $61.67万 | 0.07% | 54,911 | 6,968 | 14.5% | $7.83万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $62.87万 | 0.07% | 50,744 | 22,163 | 77.5% | $27.46万 | 加仓 |
| RTX | RTX CORPORATION | $65.88万 | 0.07% | 3,415 | 2 | 0.1% | $386 | 加仓 |
| IWR | ISHARES TR | $67.02万 | 0.07% | 6,893 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $70.81万 | 0.08% | 6,120 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $71.22万 | 0.08% | 1,709 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $71.30万 | 0.08% | 3,282 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $72.42万 | 0.08% | 16,588 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $74.27万 | 0.08% | 13,741 | 7,845 | 133.1% | $42.40万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $74.36万 | 0.08% | 879 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $74.77万 | 0.08% | 1,580 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $74.94万 | 0.08% | 1,074 | 1,074 | — | $74.94万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $76.57万 | 0.08% | 8,295 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $76.99万 | 0.08% | 8,302 | -2,850 | -25.6% | -$26.43万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $78.39万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $79.37万 | 0.09% | 2,626 | 18 | 0.7% | $5,441 | 加仓 |
| IWV | ISHARES TR | $79.84万 | 0.09% | 2,154 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $80.32万 | 0.09% | 16,260 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $82.11万 | 0.09% | 5,806 | -117 | -2.0% | -$1.65万 | 减仓 |
| BLK | BLACKROCK INC | $82.73万 | 0.09% | 860 | 354 | 70.0% | $34.05万 | 加仓 |
| IWM | ISHARES TR | $89.49万 | 0.10% | 3,609 | 960 | 36.2% | $23.81万 | 加仓 |
| QUAL | ISHARES TR | $89.67万 | 0.10% | 4,675 | -52 | -1.1% | -$9,974 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $90.95万 | 0.10% | 18,422 | 0 | 0.0% | — | 不变 |
| SSUS | STRATEGY SHS | $92.80万 | 0.10% | 19,877 | -889 | -4.3% | -$4.15万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $94.82万 | 0.10% | 21,984 | 2,186 | 11.0% | $9.43万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $96.55万 | 0.11% | 2,952 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $97.63万 | 0.11% | 2,969 | 1,545 | 108.5% | $50.81万 | 加仓 |
| MUNI | PIMCO ETF TR | $97.99万 | 0.11% | 18,775 | 2,802 | 17.5% | $14.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.90万 | 0.11% | 4,829 | 843 | 21.1% | $17.44万 | 加仓 |
| WM | WASTE MGMT INC DEL | $104.19万 | 0.11% | 4,534 | 3,300 | 267.4% | $75.83万 | 加仓 |
| IJH | ISHARES TR | $104.33万 | 0.11% | 15,449 | -451 | -2.8% | -$3.05万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $106.98万 | 0.12% | 43,861 | 14,571 | 49.7% | $35.54万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $107.19万 | 0.12% | 48,680 | 7,495 | 18.2% | $16.50万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $112.27万 | 0.12% | 14,949 | -350 | -2.3% | -$2.63万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $112.74万 | 0.12% | 17,593 | 60 | 0.3% | $3,845 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $113.11万 | 0.12% | 8,618 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $117.36万 | 0.13% | 1,276 | 479 | 60.1% | $44.06万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $117.76万 | 0.13% | 5,032 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $120.81万 | 0.13% | 9,721 | -196 | -2.0% | -$2.44万 | 减仓 |
| ABBV | ABBVIE INC | $120.95万 | 0.13% | 5,561 | 506 | 10.0% | $11.00万 | 加仓 |
| VV | VANGUARD INDEX FDS | $129.96万 | 0.14% | 4,349 | -317 | -6.8% | -$9.47万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $138.96万 | 0.15% | 54,239 | -1,295 | -2.3% | -$3.32万 | 减仓 |
| IJR | ISHARES TR | $142.92万 | 0.16% | 11,497 | -156 | -1.3% | -$1.94万 | 减仓 |
| MINO | PIMCO ETF TR | $153.07万 | 0.17% | 33,887 | 4,994 | 17.3% | $22.56万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $154.71万 | 0.17% | 22,636 | -186 | -0.8% | -$1.27万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $154.82万 | 0.17% | 7,891 | -292 | -3.6% | -$5.73万 | 减仓 |
| MCD | MCDONALDS CORP | $156.67万 | 0.17% | 5,041 | 3,609 | 252.0% | $112.17万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $159.41万 | 0.17% | 7,746 | 1,163 | 17.7% | $23.93万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $164.23万 | 0.18% | 43,400 | 43,400 | — | $164.23万 | 新建仓 |
| — | EATON VANCE TAX MNGED BUY WR | $172.11万 | 0.19% | 119,355 | 119,355 | — | $172.11万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $176.87万 | 0.19% | 2,960 | -169 | -5.4% | -$10.10万 | 减仓 |
| IVV | ISHARES TR | $179.00万 | 0.20% | 2,740 | 168 | 6.5% | $10.97万 | 加仓 |
| — | EXXON MOBIL CORP | $183.02万 | 0.20% | 10,788 | 1,010 | 10.3% | $17.14万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $188.21万 | 0.21% | 62,591 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $194.02万 | 0.21% | 22,850 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $200.53万 | 0.22% | 84,649 | -337,177 | -79.9% | -$798.77万 | 减仓 |
| ITOT | ISHARES TR | $205.00万 | 0.22% | 14,393 | -339 | -2.3% | -$4.83万 | 减仓 |
| XT | ISHARES TR | $205.87万 | 0.23% | 30,209 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $241.08万 | 0.26% | 47,317 | -1,938 | -3.9% | -$9.87万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $264.94万 | 0.29% | 53,191 | -2,321 | -4.2% | -$11.56万 | 减仓 |
| IBB | ISHARES TR | $274.12万 | 0.30% | 16,234 | -60 | -0.4% | -$1.01万 | 减仓 |
| GLD | SPDR GOLD TR | $301.76万 | 0.33% | 7,013 | 494 | 7.6% | $21.26万 | 加仓 |
| IWD | ISHARES TR | $305.40万 | 0.33% | 14,293 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $330.47万 | 0.36% | 24,543 | -3,607 | -12.8% | -$48.57万 | 减仓 |
| GOOG | ALPHABET INC | $353.07万 | 0.39% | 12,308 | 5,361 | 77.2% | $153.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $376.96万 | 0.41% | 14,392 | 3 | 0.0% | $786 | 加仓 |
| OKLO | OKLO INC | $389.33万 | 0.43% | 78,509 | 78,509 | — | $389.33万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $398.89万 | 0.44% | 88,289 | 656 | 0.7% | $2.96万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $436.93万 | 0.48% | 71,254 | 1,884 | 2.7% | $11.55万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $438.10万 | 0.48% | 60,907 | 2,156 | 3.7% | $15.51万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $441.27万 | 0.48% | 66,088 | -1,819 | -2.7% | -$12.15万 | 减仓 |
| NFLX | NETFLIX INC. | $455.76万 | 0.50% | 47,401 | 1,839 | 4.0% | $17.68万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $461.94万 | 0.51% | 114,939 | 1,710 | 1.5% | $6.87万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $463.52万 | 0.51% | 34,878 | -102,102 | -74.5% | -$1,356.92万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $470.79万 | 0.51% | 62,183 | -1,373 | -2.2% | -$10.39万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $495.95万 | 0.54% | 99,289 | 3,444 | 3.6% | $17.20万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $511.43万 | 0.56% | 17,386 | 13,202 | 315.5% | $388.35万 | 加仓 |