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 |
|---|---|---|---|---|---|---|---|---|
| FNF | FIDELITY NATL FINL INC | $12.48万 | 0.01% | 2,691 | 2,691 | — | $12.48万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $12.46万 | 0.01% | 1,808 | 1,808 | — | $12.46万 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $12.30万 | 0.01% | 1,904 | -3,265 | -63.2% | -$21.09万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $12.25万 | 0.01% | 2,704 | 2,704 | — | $12.25万 | 新建仓 |
| GE | GE AEROSPACE | $12.14万 | 0.01% | 428 | 428 | — | $12.14万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $12.08万 | 0.01% | 1,317 | 1,317 | — | $12.08万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $11.87万 | 0.01% | 791 | 791 | — | $11.87万 | 新建仓 |
| ADT | ADT INC DEL | $11.84万 | 0.01% | 18,024 | 18,024 | — | $11.84万 | 新建仓 |
| PFE | PFIZER INC | $11.82万 | 0.01% | 4,209 | 4,209 | — | $11.82万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $11.76万 | 0.01% | 1,526 | 1,526 | — | $11.76万 | 新建仓 |
| UNP | UNION PAC CORP | $11.40万 | 0.01% | 470 | 470 | — | $11.40万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $11.26万 | 0.01% | 867 | 867 | — | $11.26万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $11.18万 | 0.01% | 2,238 | 2,238 | — | $11.18万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $11.15万 | 0.01% | 611 | 611 | — | $11.15万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $11.03万 | 0.01% | 1,914 | 1,914 | — | $11.03万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $11.00万 | 0.01% | 2,940 | 2,940 | — | $11.00万 | 新建仓 |
| INTC | INTEL CORP | $10.99万 | 0.01% | 2,490 | 2,490 | — | $10.99万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $10.96万 | 0.01% | 1,110 | 1,110 | — | $10.96万 | 新建仓 |
| AGG | ISHARES TR | $10.91万 | 0.01% | 1,099 | -1,062 | -49.1% | -$10.54万 | 重新持有 |
| ATEC | ALPHATEC HLDGS INC | $10.88万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $10.80万 | 0.01% | 494 | 494 | — | $10.80万 | 新建仓 |
| IGOV | ISHARES TR | $10.75万 | 0.01% | 2,618 | 2,618 | — | $10.75万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $10.67万 | 0.01% | 2,338 | 2,338 | — | $10.67万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $10.57万 | 0.01% | 1,354 | 1,354 | — | $10.57万 | 新建仓 |
| EMGF | ISHARES INC | $10.56万 | 0.01% | 1,747 | 1,747 | — | $10.56万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $10.38万 | 0.01% | 1,526 | 1,526 | — | $10.38万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $10.37万 | 0.01% | 3,611 | 3,611 | — | $10.37万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $10.36万 | 0.01% | 20,000 | 20,000 | — | $10.36万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $10.33万 | 0.01% | 4,174 | 4,174 | — | $10.33万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $10.32万 | 0.01% | 524 | 524 | — | $10.32万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $10.28万 | 0.01% | 3,120 | 3,120 | — | $10.28万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $10.24万 | 0.01% | 3,730 | 3,730 | — | $10.24万 | 新建仓 |
| DVYE | ISHARES INC | $10.19万 | 0.01% | 2,963 | 2,963 | — | $10.19万 | 新建仓 |
| NTAP | NETAPP INC | $10.05万 | 0.01% | 982 | 982 | — | $10.05万 | 新建仓 |
| IGEB | ISHARES TR | $10.05万 | 0.01% | 2,230 | 2,230 | — | $10.05万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.01万 | 0.01% | 1,651 | 1,651 | — | $10.01万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $10.00万 | 0.01% | 217 | 217 | — | $10.00万 | 新建仓 |
| RS | RELIANCE INC | $9.98万 | 0.01% | 328 | 328 | — | $9.98万 | 新建仓 |
| PAAA | PGIM ETF TR | $9.94万 | 0.01% | 1,943 | 1,943 | — | $9.94万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $9.94万 | 0.01% | 465 | 465 | — | $9.94万 | 新建仓 |
| NKE | NIKE INC | $9.91万 | 0.01% | 1,877 | 1,877 | — | $9.91万 | 新建仓 |
| NVS | NOVARTIS AG | $9.90万 | 0.01% | 648 | 648 | — | $9.90万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $9.89万 | 0.01% | 1,097 | 1,097 | — | $9.89万 | 新建仓 |
| KLAC | KLA CORP | $9.87万 | 0.01% | 67 | 67 | — | $9.87万 | 新建仓 |
| GAL | SSGA ACTIVE ETF TR | $9.75万 | 0.01% | 1,969 | 1,969 | — | $9.75万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $9.74万 | 0.01% | 360 | 360 | — | $9.74万 | 新建仓 |
| MSTR | STRATEGY INC | $9.63万 | 0.01% | 772 | -118 | -13.3% | -$1.47万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $9.58万 | 0.01% | 609 | 609 | — | $9.58万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $9.53万 | 0.01% | 1,236 | 1,236 | — | $9.53万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $9.53万 | 0.01% | 2,334 | 2,334 | — | $9.53万 | 新建仓 |
| CRWV | COREWEAVE INC | $9.51万 | 0.01% | 1,228 | 1,228 | — | $9.51万 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP | $9.50万 | 0.01% | 10,200 | 10,200 | — | $9.50万 | 新建仓 |
| ESGE | ISHARES INC | $9.49万 | 0.01% | 2,087 | 2,087 | — | $9.49万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $9.47万 | 0.01% | 1,008 | 1,008 | — | $9.47万 | 新建仓 |
| IVE | ISHARES TR | $9.27万 | 0.01% | 439 | 439 | — | $9.27万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $9.26万 | 0.01% | 306 | 306 | — | $9.26万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $9.14万 | 0.01% | 808 | 808 | — | $9.14万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.09万 | 0.01% | 10,493 | 10,493 | — | $9.09万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $9.06万 | 0.01% | 907 | -50,448 | -98.2% | -$503.83万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8.93万 | 0.01% | 200 | 200 | — | $8.93万 | 新建仓 |
| EMR | EMERSON ELEC CO | $8.67万 | 0.01% | 662 | 662 | — | $8.67万 | 新建仓 |
| SHYG | ISHARES TR | $8.63万 | 0.01% | 2,040 | 2,040 | — | $8.63万 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $8.61万 | 0.01% | 1,657 | 1,657 | — | $8.61万 | 新建仓 |
| HRB | BLOCK H & R INC | $8.58万 | 0.01% | 2,704 | 2,704 | — | $8.58万 | 新建仓 |
| APH | AMPHENOL CORP | $8.50万 | 0.01% | 673 | 673 | — | $8.50万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $8.49万 | 0.01% | 757 | 757 | — | $8.49万 | 新建仓 |
| HAWX | ISHARES TR | $8.33万 | 0.01% | 2,038 | 2,038 | — | $8.33万 | 新建仓 |
| REZ | ISHARES TR | $8.27万 | 0.01% | 994 | 994 | — | $8.27万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $8.20万 | 0.01% | 527 | 527 | — | $8.20万 | 新建仓 |
| CIEN | CIENA CORP | $8.15万 | 0.01% | 210 | 210 | — | $8.15万 | 新建仓 |
| IUSG | ISHARES TR | $8.06万 | 0.01% | 520 | 520 | — | $8.06万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $8.04万 | 0.01% | 1,210 | 1,210 | — | $8.04万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $8.04万 | 0.01% | 390 | 390 | — | $8.04万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $7.96万 | 0.01% | 410 | 410 | — | $7.96万 | 新建仓 |
| DTE | DTE ENERGY CO | $7.94万 | 0.01% | 543 | 543 | — | $7.94万 | 新建仓 |
| GNTX | GENTEX CORP | $7.92万 | 0.01% | 3,625 | 3,625 | — | $7.92万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $7.86万 | 0.01% | 230 | 230 | — | $7.86万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $7.78万 | 0.01% | 827 | 827 | — | $7.78万 | 新建仓 |
| REGL | PROSHARES TR | $7.74万 | 0.01% | 896 | 896 | — | $7.74万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $7.73万 | 0.01% | 403 | 403 | — | $7.73万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $7.63万 | 0.01% | 1,284 | 1,284 | — | $7.63万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $7.59万 | 0.01% | 6,729 | 6,729 | — | $7.59万 | 新建仓 |
| MPC | MARATHON PETE CORP | $7.57万 | 0.01% | 310 | 310 | — | $7.57万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $7.46万 | 0.01% | 14,840 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $7.42万 | 0.01% | 718 | 718 | — | $7.42万 | 新建仓 |
| SO | SOUTHERN CO | $7.22万 | 0.01% | 748 | 748 | — | $7.22万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $7.20万 | 0.01% | 221 | 221 | — | $7.20万 | 新建仓 |
| SCI | SERVICE CORP INTL | $7.19万 | 0.01% | 871 | 871 | — | $7.19万 | 新建仓 |
| SHOP | SHOPIFY INC | $7.18万 | 0.01% | 605 | 605 | — | $7.18万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $7.17万 | 0.01% | 290 | 290 | — | $7.17万 | 新建仓 |
| MBB | ISHARES TR | $7.10万 | 0.01% | 748 | 748 | — | $7.10万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $7.05万 | 0.01% | 538 | 538 | — | $7.05万 | 新建仓 |
| EOG | EOG RES INC | $6.94万 | 0.01% | 480 | 480 | — | $6.94万 | 新建仓 |
| DB | DEUTSCHE BK AG | $6.94万 | 0.01% | 2,329 | 2,329 | — | $6.94万 | 新建仓 |
| IEX | IDEX CORP | $6.92万 | 0.01% | 365 | 365 | — | $6.92万 | 新建仓 |
| UNM | UNUM GROUP | $6.87万 | 0.01% | 941 | 941 | — | $6.87万 | 新建仓 |
| WELL | WELLTOWER INC | $6.62万 | 0.01% | 335 | 335 | — | $6.62万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $6.53万 | 0.01% | 856 | 856 | — | $6.53万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $6.52万 | 0.01% | 1,642 | -423,866 | -99.6% | -$1,683.54万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6.47万 | 0.01% | 885 | 885 | — | $6.47万 | 新建仓 |