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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $521.21万 | 0.57% | 25,621 | 681 | 2.7% | $13.85万 | 加仓 |
| META | META PLATFORMS INC | $536.16万 | 0.59% | 9,371 | 319 | 3.5% | $18.25万 | 加仓 |
| PULS | PGIM ETF TR | $545.56万 | 0.60% | 110,214 | -4,542 | -4.0% | -$22.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $572.81万 | 0.63% | 14,672 | 392 | 2.7% | $15.30万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $585.04万 | 0.64% | 42,296 | -81 | -0.2% | -$1.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $591.37万 | 0.65% | 40,427 | 819 | 2.1% | $11.98万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $634.11万 | 0.69% | 370,610 | 370,610 | — | $634.11万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $681.49万 | 0.75% | 145,153 | -48 | -0.0% | -$2,254 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $685.13万 | 0.75% | 158,594 | -4,732 | -2.9% | -$20.44万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $724.16万 | 0.79% | 48,896 | -4 | -0.0% | -$592 | 减仓 |
| FLTR | VANECK ETF TRUST | $749.53万 | 0.82% | 294,165 | 10,485 | 3.7% | $26.72万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $790.78万 | 0.86% | 223,575 | 223,575 | — | $790.78万 | 新建仓 |
| PYLD | PIMCO ETF TR | $831.81万 | 0.91% | 317,485 | 317,485 | — | $831.81万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $833.93万 | 0.91% | 29,038 | 16,576 | 133.0% | $476.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $870.71万 | 0.95% | 18,170 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $979.62万 | 1.07% | 73,551 | -32,424 | -30.6% | -$431.85万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,005.34万 | 1.10% | 68,887 | -208 | -0.3% | -$3.04万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,022.27万 | 1.12% | 410,385 | 988 | 0.2% | $2.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,043.15万 | 1.14% | 16,040 | 5,094 | 46.5% | $331.28万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,065.66万 | 1.17% | 170,016 | 4,503 | 2.7% | $28.22万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 1.18% | 15 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $1,111.96万 | 1.22% | 238,591 | -42,200 | -15.0% | -$196.67万 | 减仓 |
| AVGO | BROADCOM INC | $1,113.50万 | 1.22% | 35,976 | 686 | 1.9% | $21.23万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,140.63万 | 1.25% | 397,154 | 4,879 | 1.2% | $14.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,193.29万 | 1.30% | 20,675 | 5,205 | 33.6% | $300.41万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,242.42万 | 1.36% | 37,811 | -401 | -1.0% | -$13.18万 | 减仓 |
| IGLB | ISHARES TR | $1,254.84万 | 1.37% | 252,840 | 252,840 | — | $1,254.84万 | 新建仓 |
| USHY | ISHARES TR | $1,276.18万 | 1.40% | 346,410 | 36,806 | 11.9% | $135.59万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,294.67万 | 1.42% | 60,201 | -151 | -0.3% | -$3.25万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,300.18万 | 1.42% | 246,339 | -4,905 | -2.0% | -$25.89万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1,367.81万 | 1.50% | 200,794 | 1,161 | 0.6% | $7.91万 | 加仓 |
| CLOI | VANECK ETF TRUST | $1,395.03万 | 1.53% | 264,711 | 264,711 | — | $1,395.03万 | 新建仓 |
| IYM | ISHARES TR | $1,397.49万 | 1.53% | 79,439 | 79,439 | — | $1,397.49万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,409.81万 | 1.54% | 174,958 | -8,673 | -4.7% | -$69.89万 | 减仓 |
| PAVE | GLOBAL X FDS | $1,435.95万 | 1.57% | 282,611 | 808 | 0.3% | $4.11万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,470.68万 | 1.61% | 289,788 | 1,132 | 0.4% | $5.74万 | 加仓 |
| TSLA | TESLA INC | $1,474.42万 | 1.61% | 39,662 | -48 | -0.1% | -$1.78万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,491.67万 | 1.63% | 311,935 | 311,935 | — | $1,491.67万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,542.91万 | 1.69% | 41,681 | 4,385 | 11.8% | $162.32万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,698.72万 | 1.86% | 372,364 | 372,364 | — | $1,698.72万 | 新建仓 |
| — | VIRTUS ETF TR II | $1,702.72万 | 1.86% | 738,372 | 11,998 | 1.7% | $27.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,854.75万 | 2.03% | 106,350 | 66 | 0.1% | $1.15万 | 加仓 |
| AAPL | APPLE INC | $2,147.99万 | 2.35% | 84,637 | 8,135 | 10.6% | $206.46万 | 加仓 |
| GOOGL | ALPHABET INC | $2,223.39万 | 2.43% | 77,319 | -1,945 | -2.5% | -$55.93万 | 减仓 |
| AMZN | AMAZON COM INC | $2,706.84万 | 2.96% | 129,968 | 9,649 | 8.0% | $200.96万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,755.23万 | 3.01% | 811,078 | 7,777 | 1.0% | $26.42万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $3,494.49万 | 3.82% | 693,764 | -14,489 | -2.0% | -$72.98万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,624.33万 | 3.96% | 1,014,935 | -20,699 | -2.0% | -$73.92万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,951.29万 | 4.32% | 90,462 | 1,152 | 1.3% | $50.32万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,089.30万 | 4.47% | 868,586 | 13,682 | 1.6% | $64.41万 | 加仓 |