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
XLRE SELECT SECTOR SPDR TR $9.53万0.01%2,334 2,334— $9.53万 新建仓
VXUS VANGUARD STAR FDS $9.53万0.01%1,236 1,236— $9.53万 新建仓
CINF CINCINNATI FINL CORP $9.58万0.01%609 609— $9.58万 新建仓
MSTR STRATEGY INC $9.63万0.01%772 -118-13.3% -$1.47万 重新持有
WDC WESTERN DIGITAL CORP $9.74万0.01%360 360— $9.74万 新建仓
GAL SSGA ACTIVE ETF TR $9.75万0.01%1,969 1,969— $9.75万 新建仓
KLAC KLA CORP $9.87万0.01%67 67— $9.87万 新建仓
PFG PRINCIPAL FINANCIAL GROUP IN $9.89万0.01%1,097 1,097— $9.89万 新建仓
NVS NOVARTIS AG $9.90万0.01%648 648— $9.90万 新建仓
NKE NIKE INC $9.91万0.01%1,877 1,877— $9.91万 新建仓
LRCX LAM RESEARCH CORP $9.94万0.01%465 465— $9.94万 新建仓
PAAA PGIM ETF TR $9.94万0.01%1,943 1,943— $9.94万 新建仓
RS RELIANCE INC $9.98万0.01%328 328— $9.98万 新建仓
ISRG INTUITIVE SURGICAL INC $10.00万0.01%217 217— $10.00万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $10.01万0.01%1,651 1,651— $10.01万 新建仓
IGEB ISHARES TR $10.05万0.01%2,230 2,230— $10.05万 新建仓
NTAP NETAPP INC $10.05万0.01%982 982— $10.05万 新建仓
DVYE ISHARES INC $10.19万0.01%2,963 2,963— $10.19万 新建仓
— WARNER BROS DISCOVERY INC $10.24万0.01%3,730 3,730— $10.24万 新建仓
SCHE SCHWAB STRATEGIC TR $10.28万0.01%3,120 3,120— $10.28万 新建仓
AZN ASTRAZENECA PLC $10.32万0.01%524 524— $10.32万 新建仓
SCHF SCHWAB STRATEGIC TR $10.33万0.01%4,174 4,174— $10.33万 新建仓
ENVX ENOVIX CORPORATION $10.36万0.01%20,000 20,000— $10.36万 新建仓
CMCSA COMCAST CORP NEW $10.37万0.01%3,611 3,611— $10.37万 新建仓
SYF SYNCHRONY FINANCIAL $10.38万0.01%1,526 1,526— $10.38万 新建仓
EMGF ISHARES INC $10.56万0.01%1,747 1,747— $10.56万 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $10.57万0.01%1,354 1,354— $10.57万 新建仓
SPDW SPDR INDEX SHS FDS $10.67万0.01%2,338 2,338— $10.67万 新建仓
IGOV ISHARES TR $10.75万0.01%2,618 2,618— $10.75万 新建仓
GLTR ABRDN PRECIOUS METALS BASKET $10.80万0.01%494 494— $10.80万 新建仓
ATEC ALPHATEC HLDGS INC $10.88万0.01%10,000 00.0% — 不变
AGG ISHARES TR $10.91万0.01%1,099 -1,062-49.1% -$10.54万 重新持有
XHB SPDR SERIES TRUST $10.96万0.01%1,110 1,110— $10.96万 新建仓
INTC INTEL CORP $10.99万0.01%2,490 2,490— $10.99万 新建仓
PECO PHILLIPS EDISON & CO INC $11.00万0.01%2,940 2,940— $11.00万 新建仓
MDLZ MONDELEZ INTL INC $11.03万0.01%1,914 1,914— $11.03万 新建仓
COF CAPITAL ONE FINL CORP $11.15万0.01%611 611— $11.15万 新建仓
XLB SELECT SECTOR SPDR TR $11.18万0.01%2,238 2,238— $11.18万 新建仓
CF CF INDUSTRIES HOLD $11.26万0.01%867 867— $11.26万 新建仓
UNP UNION PAC CORP $11.40万0.01%470 470— $11.40万 新建仓
OTIS OTIS WORLDWIDE CORP $11.76万0.01%1,526 1,526— $11.76万 新建仓
PFE PFIZER INC $11.82万0.01%4,209 4,209— $11.82万 新建仓
ADT ADT INC DEL $11.84万0.01%18,024 18,024— $11.84万 新建仓
STZ CONSTELLATION BRANDS INC $11.87万0.01%791 791— $11.87万 新建仓
OLED UNIVERSAL DISPLAY CORP $12.08万0.01%1,317 1,317— $12.08万 新建仓
GE GE AEROSPACE $12.14万0.01%428 428— $12.14万 新建仓
TSCO TRACTOR SUPPLY CO $12.25万0.01%2,704 2,704— $12.25万 新建仓
FDLO FIDELITY COVINGTON TRUST $12.30万0.01%1,904 -3,265-63.2% -$21.09万 减仓
BBJP J P MORGAN EXCHANGE TRADED F $12.46万0.01%1,808 1,808— $12.46万 新建仓
FNF FIDELITY NATL FINL INC $12.48万0.01%2,691 2,691— $12.48万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $12.61万0.01%373 373— $12.61万 新建仓
CAH CARDINAL HEALTH INC $12.68万0.01%600 600— $12.68万 新建仓
YUM YUM BRANDS INC $12.81万0.01%824 824— $12.81万 新建仓
GPC GENUINE PARTS CO $12.95万0.01%1,225 1,225— $12.95万 新建仓
MRSH MARSH & MCLENNAN COS INC $12.97万0.01%748 748— $12.97万 新建仓
INTF ISHARES TR $13.01万0.01%3,340 3,340— $13.01万 新建仓
DPZ DOMINOS PIZZA INC $13.05万0.01%364 364— $13.05万 新建仓
JEF JEFFERIES FINANCIAL GROUP IN $13.14万0.01%3,183 3,183— $13.14万 新建仓
DGRW WISDOMTREE TR $13.17万0.01%1,499 1,499— $13.17万 新建仓
MDT MEDTRONIC PLC $13.30万0.01%1,535 1,535— $13.30万 新建仓
TROW PRICE T ROWE GROUP INC $13.38万0.01%1,484 1,484— $13.38万 新建仓
MGV VANGUARD WORLD FD $13.45万0.01%928 928— $13.45万 新建仓
CRM SALESFORCE INC $13.48万0.01%722 -300-29.4% -$5.60万 减仓
ARES ARES MANAGEMENT CORPORATION $13.50万0.01%1,237 1,237— $13.50万 新建仓
XSMO INVESCO EXCHANGE TRADED FD T $13.54万0.01%1,781 1,781— $13.54万 新建仓
CEF SPROTT ASSET MANAGEMENT LP $13.61万0.01%2,851 2,851— $13.61万 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $13.68万0.01%842 842— $13.68万 新建仓
SF STIFEL FINL CORP $13.69万0.01%1,852 1,852— $13.69万 新建仓
EGO ELDORADO GOLD CORP NEW $13.73万0.02%4,000 4,000— $13.73万 新建仓
IXN ISHARES TR $13.76万0.02%1,376 1,376— $13.76万 新建仓
SAIC SCIENCE APPLICATIONS INTL CO $13.87万0.02%1,461 1,461— $13.87万 新建仓
EXE EXPAND ENERGY CORPORATION $13.88万0.02%1,264 1,264— $13.88万 新建仓
VZ VERIZON COMMUNICATIONS INC $13.97万0.02%2,783 2,783— $13.97万 新建仓
FDS FACTSET RESH SYS INC $14.01万0.02%646 646— $14.01万 新建仓
SMH VANECK ETF TRUST $14.07万0.02%367 367— $14.07万 新建仓
IWL ISHARES TR $14.12万0.02%880 880— $14.12万 新建仓
GEV GE VERNOVA INC $14.23万0.02%163 163— $14.23万 新建仓
APO APOLLO GLOBAL MGMT INC $14.27万0.02%1,281 1,281— $14.27万 新建仓
PAYX PAYCHEX INC $14.45万0.02%1,569 1,569— $14.45万 新建仓
EQX EQUINOX GOLD CORP $14.46万0.02%10,000 10,000— $14.46万 新建仓
GEN GEN DIGITAL INC $14.63万0.02%7,767 7,767— $14.63万 新建仓
ORCL ORACLE CORP $14.68万0.02%998 505.3% $7,356 重新持有
CEG CONSTELLATION ENERGY CORP $14.86万0.02%532 532— $14.86万 新建仓
JKHY HENRY JACK & ASSOC INC $14.89万0.02%942 942— $14.89万 新建仓
ORI OLD REP INTL CORP $14.98万0.02%3,755 3,755— $14.98万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $15.13万0.02%1,835 1,835— $15.13万 新建仓
SGDM SPROTT ETF TRUST $15.21万0.02%2,015 2,015— $15.21万 新建仓
FAST FASTENAL CO $15.34万0.02%3,305 3,305— $15.34万 新建仓
GILD GILEAD SCIENCES INC $15.40万0.02%1,105 1,105— $15.40万 新建仓
QSR RESTAURANT BRANDS INTL INC $15.64万0.02%2,116 2,116— $15.64万 新建仓
BA BOEING CO $15.68万0.02%788 788— $15.68万 新建仓
AFL AFLAC INC $16.20万0.02%1,477 1,477— $16.20万 新建仓
GD GENERAL DYNAMICS CORP $16.23万0.02%473 473— $16.23万 新建仓
C CITIGROUP INC $16.30万0.02%1,437 1,437— $16.30万 新建仓
EFV ISHARES TR $16.33万0.02%2,196 2,196— $16.33万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $16.40万0.02%2,538 2,538— $16.40万 新建仓
GLW CORNING INC $16.52万0.02%1,215 1,215— $16.52万 新建仓
MU MICRON TECHNOLOGY INC $16.55万0.02%490 490— $16.55万 新建仓
IVW ISHARES TR $17.03万0.02%1,506 1,506— $17.03万 新建仓
XLU SELECT SECTOR SPDR TR $17.16万0.02%3,740 3,740— $17.16万 新建仓