13F 机构持仓

Destiny Wealth Partners, LLC

TAVARES FL · SEC CIK 0001844369

2026Q22026Q1 更早 9 个季度 🔒
$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
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

VUG 6.2%
DFLV 5.7%
JCPB 5.6%
JAAA 5.1%
DFAX 4.1%
GOOGL 2.9%
AMZN 2.9%
AAPL 2.4%
NVDA 2.2%
DSCO 2.1%

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
SNA SNAP ON INC $20.97万0.03%511 511— $20.97万 新建仓
— DIMENSIONAL ETF TRUST $21.05万0.03%2,976 2,976— $21.05万 新建仓
XLE SELECT SECTOR SPDR TR $21.21万0.03%3,562 00.0% — 不变
TIGO MILLICOM INTL CELLULAR S A $21.50万0.03%2,251 2,251— $21.50万 新建仓
VRT VERTIV HOLDINGS CO $22.18万0.03%918 8710.5% $2.10万 加仓
UNP UNION PAC CORP $22.42万0.03%767 29763.2% $8.68万 加仓
VTV VANGUARD INDEX FDS $22.46万0.03%1,021 -6,870-87.1% -$151.11万 减仓
DE DEERE & CO $22.58万0.03%381 -2-0.5% -$1,185 减仓
MS MORGAN STANLEY $22.87万0.03%1,087 837334.8% $17.61万 加仓
BF/B BROWN FORMAN CORP $22.97万0.03%7,994 7,4041,254.9% $21.27万 加仓
AMLP ALPS ETF TR $23.01万0.03%4,160 00.0% — 不变
IWD ISHARES TR $23.14万0.03%919 -13,374-93.6% -$336.78万 减仓
OTF BLUE OWL TECHNOLOGY FIN CORP $23.21万0.03%23,354 -27,390-54.0% -$27.23万 减仓
C CITIGROUP INC $23.35万0.03%1,763 32622.7% $4.32万 加仓
IJS ISHARES TR $23.48万0.03%1,727 00.0% — 不变
COF CAPITAL ONE FINL CORP $23.50万0.03%1,124 51384.0% $10.73万 加仓
WM WASTE MGMT INC DEL $23.92万0.03%1,056 -3,478-76.7% -$78.79万 减仓
THG HANOVER INS GROUP INC $23.94万0.03%1,029 859505.3% $19.98万 加仓
HD HOME DEPOT INC $24.29万0.03%732 -2,237-75.3% -$74.22万 减仓
LW LAMB WESTON HLDGS INC $24.29万0.03%4,623 4,59114,346.9% $24.13万 加仓
PG PROCTER & GAMBLE CO $24.62万0.03%1,704 -910-34.8% -$13.15万 减仓
XLP SELECT SECTOR SPDR TR $24.89万0.04%2,926 00.0% — 不变
PEP PEPSICO INC $24.98万0.04%1,790 -1,122-38.5% -$15.66万 减仓
VLUE ISHARES TR $25.06万0.04%1,311 -5-0.4% -$956 减仓
USIG ISHARES TR $25.07万0.04%4,982 00.0% — 不变
XLV SELECT SECTOR SPDR TR $25.44万0.04%1,565 -347-18.1% -$5.64万 减仓
SSRM SSR MINING IN $25.62万0.04%10,000 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $25.87万0.04%254 -625-71.1% -$63.65万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $26.10万0.04%5,356 00.0% — 不变
MDLZ MONDELEZ INTL INC $26.58万0.04%4,265 2,351122.8% $14.65万 加仓
AMGN AMGEN INC $26.69万0.04%693 13624.4% $5.24万 加仓
HON HONEYWELL INTL INC $26.71万0.04%1,099 24528.7% $5.95万 加仓
PAAA PGIM ETF TR $27.22万0.04%5,307 3,364173.1% $17.25万 加仓
UNH UNITEDHEALTH GROUP INC $27.35万0.04%660 -430-39.4% -$17.82万 减仓
XT ISHARES TR $29.39万0.04%3,693 -26,516-87.8% -$211.01万 减仓
BXSL BLACKSTONE SECD LENDING FD $30.77万0.04%13,320 -71,329-84.3% -$164.77万 减仓
GSIE GOLDMAN SACHS ETF TR $30.80万0.04%6,551 -15,433-70.2% -$72.55万 减仓
IEMG ISHARES INC $30.85万0.04%3,975 -737-15.6% -$5.72万 减仓
IBM INTERNATIONAL BUSINESS MACHS $31.76万0.04%1,420 -497-25.9% -$11.12万 减仓
VSS VANGUARD INTL EQUITY INDEX F $31.87万0.04%2,117 25113.5% $3.78万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $32.69万0.05%2,959 00.0% — 不变
KO COCA COLA CO $32.95万0.05%3,762 2186.2% $1.91万 加仓
MOAT VANECK ETF TRUST $32.96万0.05%3,050 00.0% — 不变
PWR QUANTA SVCS INC $33.37万0.05%500 -46-8.4% -$3.07万 减仓
VBIL VANGUARD INSTL INDEX FD $33.75万0.05%4,457 00.0% — 不变
MCD MCDONALDS CORP $35.43万0.05%1,309 -3,732-74.0% -$101.00万 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $35.55万0.05%31,547 -23,364-42.5% -$26.33万 减仓
IEUR ISHARES TR $35.91万0.05%4,682 -45-1.0% -$3,451 减仓
CDE COEUR MNG INC $37.21万0.05%24,958 -565-2.2% -$8,424 减仓
ESGU ISHARES TR $38.39万0.05%2,346 -3,460-59.6% -$56.62万 减仓
CAT CATERPILLAR INC $38.46万0.05%472 -282-37.4% -$22.98万 减仓
MRK MERCK & CO INC $38.58万0.05%2,963 -404-12.0% -$5.26万 减仓
AOR ISHARES TR $39.34万0.06%5,740 -14-0.2% -$959 减仓
MTUM ISHARES TR $40.92万0.06%1,366 00.0% — 不变
JNJ JOHNSON & JOHNSON $41.40万0.06%1,615 -95-5.6% -$2.44万 减仓
ALL ALLSTATE CORP $41.41万0.06%1,568 68176.8% $17.98万 加仓
TSEM TOWER SEMICONDUCTOR LTD $43.93万0.06%2,000 00.0% — 不变
GOVT ISHARES TR $44.70万0.06%19,910 -394-1.9% -$8,845 减仓
V VISA INC $44.74万0.06%1,222 -1,404-53.5% -$51.40万 减仓
SNOW SNOWFLAKE INC $46.13万0.07%1,573 1,231359.9% $36.10万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $46.22万0.07%12,570 12,570— $46.22万 新建仓
VONE VANGUARD SCOTTSDALE FDS $46.30万0.07%1,371 1,371— $46.30万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $46.40万0.07%4,282 4,282— $46.40万 新建仓
JSI JANUS DETROIT STR TR $46.62万0.07%9,145 2,21131.9% $11.27万 加仓
RCL ROYAL CARIBBEAN GROUP $47.55万0.07%1,494 22317.5% $7.10万 加仓
UPS UNITED PARCEL SVCS INC $47.77万0.07%4,583 67817.4% $7.07万 加仓
XLI SELECT SECTOR SPDR TR $49.19万0.07%2,735 00.0% — 不变
BAC BANK OF AMER CORP $49.77万0.07%8,034 -2,200-21.5% -$13.63万 减仓
DFUV DIMENSIONAL ETF TRUST $50.27万0.07%9,043 9,043— $50.27万 新建仓
CSCO CISCO SYS INC $50.29万0.07%4,336 -3,135-42.0% -$36.36万 减仓
SMLF ISHARES TR $50.63万0.07%5,872 -9-0.2% -$776 减仓
XLC SELECT SECTOR SPDR TR $52.12万0.07%4,815 00.0% — 不变
SPYM SPDR SERIES TRUST $53.93万0.08%6,136 20.0% $176 加仓
DRI DARDEN RESTAURANTS INC $54.19万0.08%2,662 97157.4% $19.77万 加仓
MUNI PIMCO ETF TR $54.48万0.08%10,527 -8,248-43.9% -$42.68万 减仓
— DIMENSIONAL ETF TRUST $55.84万0.08%12,550 -776-5.8% -$3.45万 减仓
WMT WALMART INC $56.61万0.08%5,091 -4,630-47.6% -$51.49万 减仓
XLY SELECT SECTOR SPDR TR $56.93万0.08%4,904 -300-5.8% -$3.48万 减仓
VTI VANGUARD INDEX FDS $59.81万0.08%1,624 -129-7.4% -$4.75万 减仓
HCA HCA HEALTHCARE INC $60.75万0.09%1,509 -71-4.5% -$2.86万 减仓
SHYM BLACKROCK ETF TRUST II $61.49万0.09%27,780 -20,900-42.9% -$46.26万 减仓
SPTM SPDR SERIES TRUST $62.85万0.09%6,927 -267-3.7% -$2.42万 减仓
XLF SELECT SECTOR SPDR TR $63.34万0.09%11,124 -7,298-39.6% -$41.55万 减仓
IBB ISHARES TR $66.74万0.09%3,580 -12,654-77.9% -$235.91万 减仓
GOOG ALPHABET INC $66.80万0.09%1,873 -10,435-84.8% -$372.16万 减仓
MAR MARRIOTT INTL INC NEW $70.69万0.10%1,896 -1,056-35.8% -$39.37万 减仓
JPM JPMORGAN CHASE & CO $71.13万0.10%2,022 -15,364-88.4% -$540.49万 减仓
ORLY OREILLY AUTOMOTIVE INC $72.60万0.10%8,125 -170-2.0% -$1.52万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $85.45万0.12%45,452 1,5913.6% $2.99万 加仓
MINO PIMCO ETF TR $85.93万0.12%19,172 -14,715-43.4% -$65.95万 减仓
DGX QUEST DIAGNOSTICS INC $93.20万0.13%4,000 00.0% — 不变
SSUS STRATEGY SHS $100.69万0.14%18,482 -1,395-7.0% -$7.60万 减仓
QUAL ISHARES TR $101.17万0.14%4,613 -62-1.3% -$1.36万 减仓
PKW INVESCO EXCHANGE TRADED FD T $104.40万0.15%7,103 -1,515-17.6% -$22.27万 减仓
— EXXON MOBIL CORP $106.54万0.15%6,854 -3,934-36.5% -$61.15万 减仓
QQQ INVESCO QQQ TR $106.76万0.15%1,552 -19,123-92.5% -$1,315.45万 减仓
RDDT REDDIT INC $109.29万0.15%7,769 -16,774-68.3% -$235.96万 减仓
SPAB SPDR SERIES TRUST $119.18万0.17%47,465 -6,774-12.5% -$17.01万 减仓
ABBV ABBVIE INC $127.12万0.18%5,066 -495-8.9% -$12.42万 减仓
VEU VANGUARD INTL EQUITY INDEX F $131.49万0.19%15,871 9226.2% $7.64万 加仓