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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,089.30万 | 4.47% | 868,586 | 13,682 | 1.6% | $64.41万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,951.29万 | 4.32% | 90,462 | 1,152 | 1.3% | $50.32万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $3,624.33万 | 3.96% | 1,014,935 | -20,699 | -2.0% | -$73.92万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $3,494.49万 | 3.82% | 693,764 | -14,489 | -2.0% | -$72.98万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,755.23万 | 3.01% | 811,078 | 7,777 | 1.0% | $26.42万 | 加仓 |
| AMZN | AMAZON COM INC | $2,706.84万 | 2.96% | 129,968 | 9,649 | 8.0% | $200.96万 | 加仓 |
| GOOGL | ALPHABET INC | $2,223.39万 | 2.43% | 77,319 | -1,945 | -2.5% | -$55.93万 | 减仓 |
| AAPL | APPLE INC | $2,147.99万 | 2.35% | 84,637 | 8,135 | 10.6% | $206.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,854.75万 | 2.03% | 106,350 | 66 | 0.1% | $1.15万 | 加仓 |
| — | VIRTUS ETF TR II | $1,702.72万 | 1.86% | 738,372 | 11,998 | 1.7% | $27.67万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,698.72万 | 1.86% | 372,364 | 372,364 | — | $1,698.72万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,542.91万 | 1.69% | 41,681 | 4,385 | 11.8% | $162.32万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,491.67万 | 1.63% | 311,935 | 311,935 | — | $1,491.67万 | 新建仓 |
| TSLA | TESLA INC | $1,474.42万 | 1.61% | 39,662 | -48 | -0.1% | -$1.78万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,470.68万 | 1.61% | 289,788 | 1,132 | 0.4% | $5.74万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,435.95万 | 1.57% | 282,611 | 808 | 0.3% | $4.11万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,409.81万 | 1.54% | 174,958 | -8,673 | -4.7% | -$69.89万 | 减仓 |
| IYM | ISHARES TR | $1,397.49万 | 1.53% | 79,439 | 79,439 | — | $1,397.49万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $1,395.03万 | 1.53% | 264,711 | 264,711 | — | $1,395.03万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $1,367.81万 | 1.50% | 200,794 | 1,161 | 0.6% | $7.91万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,300.18万 | 1.42% | 246,339 | -4,905 | -2.0% | -$25.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,294.67万 | 1.42% | 60,201 | -151 | -0.3% | -$3.25万 | 减仓 |
| USHY | ISHARES TR | $1,276.18万 | 1.40% | 346,410 | 36,806 | 11.9% | $135.59万 | 加仓 |
| IGLB | ISHARES TR | $1,254.84万 | 1.37% | 252,840 | 252,840 | — | $1,254.84万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,242.42万 | 1.36% | 37,811 | -401 | -1.0% | -$13.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,193.29万 | 1.30% | 20,675 | 5,205 | 33.6% | $300.41万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,140.63万 | 1.25% | 397,154 | 4,879 | 1.2% | $14.01万 | 加仓 |
| AVGO | BROADCOM INC | $1,113.50万 | 1.22% | 35,976 | 686 | 1.9% | $21.23万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $1,111.96万 | 1.22% | 238,591 | -42,200 | -15.0% | -$196.67万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 1.18% | 15 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,065.66万 | 1.17% | 170,016 | 4,503 | 2.7% | $28.22万 | 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 |
| SCHR | SCHWAB STRATEGIC TR | $1,022.27万 | 1.12% | 410,385 | 988 | 0.2% | $2.46万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,005.34万 | 1.10% | 68,887 | -208 | -0.3% | -$3.04万 | 减仓 |
| NLR | VANECK ETF TRUST | $979.62万 | 1.07% | 73,551 | -32,424 | -30.6% | -$431.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $870.71万 | 0.95% | 18,170 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $833.93万 | 0.91% | 29,038 | 16,576 | 133.0% | $476.04万 | 加仓 |
| PYLD | PIMCO ETF TR | $831.81万 | 0.91% | 317,485 | 317,485 | — | $831.81万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $790.78万 | 0.86% | 223,575 | 223,575 | — | $790.78万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $749.53万 | 0.82% | 294,165 | 10,485 | 3.7% | $26.72万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $724.16万 | 0.79% | 48,896 | -4 | -0.0% | -$592 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $685.13万 | 0.75% | 158,594 | -4,732 | -2.9% | -$20.44万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $681.49万 | 0.75% | 145,153 | -48 | -0.0% | -$2,254 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $634.11万 | 0.69% | 370,610 | 370,610 | — | $634.11万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $591.37万 | 0.65% | 40,427 | 819 | 2.1% | $11.98万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $585.04万 | 0.64% | 42,296 | -81 | -0.2% | -$1.12万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $572.81万 | 0.63% | 14,672 | 392 | 2.7% | $15.30万 | 加仓 |
| PULS | PGIM ETF TR | $545.56万 | 0.60% | 110,214 | -4,542 | -4.0% | -$22.48万 | 减仓 |
| META | META PLATFORMS INC | $536.16万 | 0.59% | 9,371 | 319 | 3.5% | $18.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $521.21万 | 0.57% | 25,621 | 681 | 2.7% | $13.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $511.43万 | 0.56% | 17,386 | 13,202 | 315.5% | $388.35万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $495.95万 | 0.54% | 99,289 | 3,444 | 3.6% | $17.20万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $470.79万 | 0.51% | 62,183 | -1,373 | -2.2% | -$10.39万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $463.52万 | 0.51% | 34,878 | -102,102 | -74.5% | -$1,356.92万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $461.94万 | 0.51% | 114,939 | 1,710 | 1.5% | $6.87万 | 加仓 |
| NFLX | NETFLIX INC. | $455.76万 | 0.50% | 47,401 | 1,839 | 4.0% | $17.68万 | 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 |
| UBER | UBER TECHNOLOGIES INC | $438.10万 | 0.48% | 60,907 | 2,156 | 3.7% | $15.51万 | 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 |
| JMBS | JANUS DETROIT STR TR | $398.89万 | 0.44% | 88,289 | 656 | 0.7% | $2.96万 | 加仓 |
| OKLO | OKLO INC | $389.33万 | 0.43% | 78,509 | 78,509 | — | $389.33万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $376.96万 | 0.41% | 14,392 | 3 | 0.0% | $786 | 加仓 |
| GOOG | ALPHABET INC | $353.07万 | 0.39% | 12,308 | 5,361 | 77.2% | $153.79万 | 加仓 |
| RDDT | REDDIT INC | $330.47万 | 0.36% | 24,543 | -3,607 | -12.8% | -$48.57万 | 减仓 |
| IWD | ISHARES TR | $305.40万 | 0.33% | 14,293 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $301.76万 | 0.33% | 7,013 | 494 | 7.6% | $21.26万 | 加仓 |
| IBB | ISHARES TR | $274.12万 | 0.30% | 16,234 | -60 | -0.4% | -$1.01万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $264.94万 | 0.29% | 53,191 | -2,321 | -4.2% | -$11.56万 | 减仓 |
| FLOT | ISHARES TR | $241.08万 | 0.26% | 47,317 | -1,938 | -3.9% | -$9.87万 | 减仓 |
| XT | ISHARES TR | $205.87万 | 0.23% | 30,209 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $205.00万 | 0.22% | 14,393 | -339 | -2.3% | -$4.83万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $200.53万 | 0.22% | 84,649 | -337,177 | -79.9% | -$798.77万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $194.02万 | 0.21% | 22,850 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $188.21万 | 0.21% | 62,591 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $183.02万 | 0.20% | 10,788 | 1,010 | 10.3% | $17.14万 | 加仓 |
| IVV | ISHARES TR | $179.00万 | 0.20% | 2,740 | 168 | 6.5% | $10.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $176.87万 | 0.19% | 2,960 | -169 | -5.4% | -$10.10万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $172.11万 | 0.19% | 119,355 | 119,355 | — | $172.11万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $164.23万 | 0.18% | 43,400 | 43,400 | — | $164.23万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $159.41万 | 0.17% | 7,746 | 1,163 | 17.7% | $23.93万 | 加仓 |
| MCD | MCDONALDS CORP | $156.67万 | 0.17% | 5,041 | 3,609 | 252.0% | $112.17万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $154.82万 | 0.17% | 7,891 | -292 | -3.6% | -$5.73万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $154.71万 | 0.17% | 22,636 | -186 | -0.8% | -$1.27万 | 减仓 |
| MINO | PIMCO ETF TR | $153.07万 | 0.17% | 33,887 | 4,994 | 17.3% | $22.56万 | 加仓 |
| IJR | ISHARES TR | $142.92万 | 0.16% | 11,497 | -156 | -1.3% | -$1.94万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $138.96万 | 0.15% | 54,239 | -1,295 | -2.3% | -$3.32万 | 减仓 |
| VV | VANGUARD INDEX FDS | $129.96万 | 0.14% | 4,349 | -317 | -6.8% | -$9.47万 | 减仓 |
| ABBV | ABBVIE INC | $120.95万 | 0.13% | 5,561 | 506 | 10.0% | $11.00万 | 加仓 |
| WMT | WALMART INC | $120.81万 | 0.13% | 9,721 | -196 | -2.0% | -$2.44万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $117.76万 | 0.13% | 5,032 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $117.36万 | 0.13% | 1,276 | 479 | 60.1% | $44.06万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $113.11万 | 0.12% | 8,618 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $112.74万 | 0.12% | 17,593 | 60 | 0.3% | $3,845 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $112.27万 | 0.12% | 14,949 | -350 | -2.3% | -$2.63万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $107.19万 | 0.12% | 48,680 | 7,495 | 18.2% | $16.50万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $106.98万 | 0.12% | 43,861 | 14,571 | 49.7% | $35.54万 | 加仓 |
| IJH | ISHARES TR | $104.33万 | 0.11% | 15,449 | -451 | -2.8% | -$3.05万 | 减仓 |
| WM | WASTE MGMT INC DEL | $104.19万 | 0.11% | 4,534 | 3,300 | 267.4% | $75.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.90万 | 0.11% | 4,829 | 843 | 21.1% | $17.44万 | 加仓 |
| MUNI | PIMCO ETF TR | $97.99万 | 0.11% | 18,775 | 2,802 | 17.5% | $14.62万 | 加仓 |