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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $97.63万 | 0.11% | 2,969 | 1,545 | 108.5% | $50.81万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $96.55万 | 0.11% | 2,952 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $94.82万 | 0.10% | 21,984 | 2,186 | 11.0% | $9.43万 | 加仓 |
| SSUS | STRATEGY SHS | $92.80万 | 0.10% | 19,877 | -889 | -4.3% | -$4.15万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $90.95万 | 0.10% | 18,422 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $89.67万 | 0.10% | 4,675 | -52 | -1.1% | -$9,974 | 减仓 |
| IWM | ISHARES TR | $89.49万 | 0.10% | 3,609 | 960 | 36.2% | $23.81万 | 加仓 |
| BLK | BLACKROCK INC | $82.73万 | 0.09% | 860 | 354 | 70.0% | $34.05万 | 加仓 |
| ESGU | ISHARES TR | $82.11万 | 0.09% | 5,806 | -117 | -2.0% | -$1.65万 | 减仓 |
| DBEF | DBX ETF TR | $80.32万 | 0.09% | 16,260 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $79.84万 | 0.09% | 2,154 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $79.37万 | 0.09% | 2,626 | 18 | 0.7% | $5,441 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $78.39万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $76.99万 | 0.08% | 8,302 | -2,850 | -25.6% | -$26.43万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $76.57万 | 0.08% | 8,295 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $74.94万 | 0.08% | 1,074 | 1,074 | — | $74.94万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $74.77万 | 0.08% | 1,580 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $74.36万 | 0.08% | 879 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $74.27万 | 0.08% | 13,741 | 7,845 | 133.1% | $42.40万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $72.42万 | 0.08% | 16,588 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $71.30万 | 0.08% | 3,282 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $71.22万 | 0.08% | 1,709 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $70.81万 | 0.08% | 6,120 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $67.02万 | 0.07% | 6,893 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $65.88万 | 0.07% | 3,415 | 2 | 0.1% | $386 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $62.87万 | 0.07% | 50,744 | 22,163 | 77.5% | $27.46万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $61.67万 | 0.07% | 54,911 | 6,968 | 14.5% | $7.83万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $61.19万 | 0.07% | 1,321 | 1,321 | — | $61.19万 | 新建仓 |
| CSCO | CISCO SYS INC | $57.96万 | 0.06% | 7,471 | 1,794 | 31.6% | $13.92万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $56.88万 | 0.06% | 7,194 | -86 | -1.2% | -$6,799 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $56.71万 | 0.06% | 5,204 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $56.25万 | 0.06% | 1,753 | 13 | 0.7% | $4,171 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $56.10万 | 0.06% | 563 | 3 | 0.5% | $2,989 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $53.51万 | 0.06% | 16,592 | 16,592 | — | $53.51万 | 新建仓 |
| CAT | CATERPILLAR INC | $53.42万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $53.38万 | 0.06% | 4,815 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $51.78万 | 0.06% | 13,326 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $49.89万 | 0.05% | 10,234 | 131 | 1.3% | $6,386 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $49.40万 | 0.05% | 17,738 | 4,349 | 32.5% | $12.11万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $49.23万 | 0.05% | 5,037 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $48.49万 | 0.05% | 6,091 | 6,091 | — | $48.49万 | 新建仓 |
| IWF | ISHARES TR | $48.44万 | 0.05% | 1,136 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $47.91万 | 0.05% | 25,523 | 25,523 | — | $47.91万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $46.95万 | 0.05% | 6,134 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $46.69万 | 0.05% | 3,129 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $46.52万 | 0.05% | 20,304 | -229 | -1.1% | -$5,246 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.47万 | 0.05% | 1,917 | 230 | 13.6% | $5.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $46.15万 | 0.05% | 764 | 1 | 0.1% | $604 | 加仓 |
| PEP | PEPSICO INC | $45.22万 | 0.05% | 2,912 | -112 | -3.7% | -$1.74万 | 减仓 |
| SMLF | ISHARES TR | $44.40万 | 0.05% | 5,881 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $44.28万 | 0.05% | 3,842 | 1,031 | 36.7% | $11.88万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $44.23万 | 0.05% | 2,735 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $44.02万 | 0.05% | 888 | 60 | 7.2% | $2.97万 | 加仓 |
| IEFA | ISHARES TR | $43.31万 | 0.05% | 4,784 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $41.98万 | 0.05% | 3,651 | 595 | 19.5% | $6.84万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.81万 | 0.05% | 1,710 | -144 | -7.8% | -$3.52万 | 减仓 |
| BIL | SPDR SERIES TRUST | $41.67万 | 0.05% | 4,547 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $40.50万 | 0.04% | 3,367 | -172 | -4.9% | -$2.07万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $39.50万 | 0.04% | 2,143 | 4 | 0.2% | $737 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $38.92万 | 0.04% | 1,938 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $38.42万 | 0.04% | 3,905 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $38.08万 | 0.04% | 14,309 | -1,881 | -11.6% | -$5.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $37.75万 | 0.04% | 2,614 | 1,169 | 80.9% | $16.88万 | 加仓 |
| ASML | ASML HLDG NV | $37.64万 | 0.04% | 285 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $37.03万 | 0.04% | 5,754 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $36.06万 | 0.04% | 12,439 | 681 | 5.8% | $1.97万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $35.74万 | 0.04% | 6,934 | 1,443 | 26.3% | $7.44万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $35.10万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $34.98万 | 0.04% | 1,271 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $33.72万 | 0.04% | 4,457 | 80 | 1.8% | $6,052 | 加仓 |
| IEUR | ISHARES TR | $33.22万 | 0.04% | 4,727 | 773 | 19.5% | $5.43万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $33.15万 | 0.04% | 1,691 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $32.87万 | 0.04% | 4,712 | 1,747 | 58.9% | $12.19万 | 加仓 |
| MTUM | ISHARES TR | $32.78万 | 0.04% | 1,366 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $32.72万 | 0.04% | 1,515 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $32.43万 | 0.04% | 9,131 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $31.90万 | 0.03% | 1,990 | -5 | -0.3% | -$802 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $31.46万 | 0.03% | 1,980 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $31.04万 | 0.03% | 4,703 | 4,703 | — | $31.04万 | 新建仓 |
| EFA | ISHARES TR | $30.38万 | 0.03% | 3,128 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.14万 | 0.03% | 7,845 | 7,845 | — | $30.14万 | 新建仓 |
| PWR | QUANTA SVCS INC | $29.98万 | 0.03% | 546 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $29.50万 | 0.03% | 1,090 | 391 | 55.9% | $10.58万 | 加仓 |
| MOAT | VANECK ETF TRUST | $29.49万 | 0.03% | 3,050 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $29.37万 | 0.03% | 10,000 | 10,000 | — | $29.37万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $29.28万 | 0.03% | 3,115 | 43 | 1.4% | $4,042 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $28.26万 | 0.03% | 5,356 | -500 | -8.5% | -$2.64万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $28.03万 | 0.03% | 1,912 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.71万 | 0.03% | 2,959 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.20万 | 0.03% | 1,866 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $27.06万 | 0.03% | 5,887 | 5,887 | — | $27.06万 | 新建仓 |
| CVS | CVS HEALTH CORP | $27.05万 | 0.03% | 3,767 | 3,767 | — | $27.05万 | 新建仓 |
| KO | COCA COLA CO | $26.95万 | 0.03% | 3,544 | -259 | -6.8% | -$1.97万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $26.39万 | 0.03% | 1,596 | -364 | -18.6% | -$6.02万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $26.35万 | 0.03% | 2,979 | -87,452 | -96.7% | -$773.62万 | 减仓 |
| SLV | ISHARES SILVER TR | $26.10万 | 0.03% | 3,830 | -36 | -0.9% | -$2,453 | 减仓 |
| VBK | VANGUARD INDEX FDS | $25.90万 | 0.03% | 857 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $25.52万 | 0.03% | 4,982 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $25.26万 | 0.03% | 4,000 | 4,000 | — | $25.26万 | 新建仓 |
| — | GBANK FINL HLDGS INC | $25.11万 | 0.03% | 9,385 | -900 | -8.8% | -$2.41万 | 减仓 |