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 |
|---|---|---|---|---|---|---|---|---|
| DHI | D R HORTON INC | $686 | 0.00% | 5 | 5 | — | $686 | 新建仓 |
| CBRE | CBRE GROUP INC | $677 | 0.00% | 5 | 5 | — | $677 | 新建仓 |
| UDR | UDR INC | $676 | 0.00% | 20 | 20 | — | $676 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $656 | 0.00% | 5 | 5 | — | $656 | 新建仓 |
| CNC | CENTENE CORP DEL | $655 | 0.00% | 20 | 20 | — | $655 | 新建仓 |
| STT | STATE STR CORP | $633 | 0.00% | 5 | 5 | — | $633 | 新建仓 |
| DOW | DOW HLDGS INC | $625 | 0.00% | 15 | 15 | — | $625 | 新建仓 |
| GIS | GENERAL MILLS INC | $596 | 0.00% | 16 | 16 | — | $596 | 新建仓 |
| TDC | TERADATA CORP DEL | $589 | 0.00% | 23 | 23 | — | $589 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $570 | 0.00% | 5 | 5 | — | $570 | 新建仓 |
| GRAL | GRAIL INC | $568 | 0.00% | 11 | 11 | — | $568 | 新建仓 |
| IHAK | ISHARES TR | $567 | 0.00% | 13 | 13 | — | $567 | 新建仓 |
| — | SURO CAPITAL CORP | $559 | 0.00% | 52 | 52 | — | $559 | 新建仓 |
| AEE | AMEREN CORP | $550 | 0.00% | 5 | 5 | — | $550 | 新建仓 |
| IRM | IRON MTN INC DEL | $511 | 0.00% | 5 | 5 | — | $511 | 新建仓 |
| WAT | WATERS CORP | $499 | 0.00% | 2 | 2 | — | $499 | 新建仓 |
| MHK | MOHAWK INDS INC | $492 | 0.00% | 5 | 5 | — | $492 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $480 | 0.00% | 5 | 5 | — | $480 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $479 | 0.00% | 11 | 11 | — | $479 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $464 | 0.00% | 10 | 10 | — | $464 | 新建仓 |
| PCG | PG&E CORP | $439 | 0.00% | 25 | 25 | — | $439 | 新建仓 |
| AI | C3 AI INC | $421 | 0.00% | 50 | 50 | — | $421 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $399 | 0.00% | 10 | 10 | — | $399 | 新建仓 |
| IEF | ISHARES TR | $382 | 0.00% | 4 | 4 | — | $382 | 新建仓 |
| RLJ | RLJ LODGING TR | $371 | 0.00% | 50 | 50 | — | $371 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $370 | 0.00% | 10 | 10 | — | $370 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $363 | 0.00% | 7 | 7 | — | $363 | 新建仓 |
| HYGH | ISHARES U S ETF TR | $342 | 0.00% | 4 | 4 | — | $342 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $340 | 0.00% | 10 | 10 | — | $340 | 新建仓 |
| — | ISHARES TR | $339 | 0.00% | 14 | 14 | — | $339 | 新建仓 |
| TLTW | ISHARES TR | $339 | 0.00% | 15 | 15 | — | $339 | 新建仓 |
| DXCM | DEXCOM INC | $314 | 0.00% | 5 | 5 | — | $314 | 新建仓 |
| SJM | SMUCKER J M CO | $289 | 0.00% | 3 | 3 | — | $289 | 新建仓 |
| — | TTEC HLDGS INC | $278 | 0.00% | 111 | 111 | — | $278 | 新建仓 |
| ROL | ROLLINS INC | $267 | 0.00% | 5 | 5 | — | $267 | 新建仓 |
| ANGI | ANGI INC | $212 | 0.00% | 31 | 31 | — | $212 | 新建仓 |
| VFMV | VANGUARD WELLINGTON FD | $178 | 0.00% | 1 | 1 | — | $178 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $94 | 0.00% | 1 | 1 | — | $94 | 新建仓 |
| SHV | ISHARES TR | $50 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | AURORA CANNABIS INC | $39 | 0.00% | 12 | 12 | — | $39 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $37 | 0.00% | 1 | 1 | — | $37 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $23 | 0.00% | 1 | 1 | — | $23 | 新建仓 |
| — | GABELLI EQUITY TR INC | $23 | 0.00% | 3,300 | 3,300 | — | $23 | 新建仓 |
| EMLC | VANECK ETF TRUST | $17 | 0.00% | 1 | 1 | — | $17 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $15 | 0.00% | 0 | 0 | — | — | 清仓 |
| OBIL | RBB FD INC | $9 | 0.00% | 0 | 0 | — | — | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $5 | 0.00% | 0 | -270,386 | -100.0% | -$1,115.61万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $3 | 0.00% | 0 | 0 | — | — | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,269 | -100.0% | -$43.06万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,802 | -100.0% | -$25.16万 | 清仓 |