DSG Capital Advisors, LLC
EDINA MN · SEC CIK 0002060765
$6.25亿2026Q1 申报市值
123持仓数
44.1%前十大占比 · 第一大 7.1%
8 / 5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
GEV 加仓+$139.23万
CAT 新建仓+$122.56万
BKR 新建仓+$89.40万
APH 加仓+$77.98万
IEI 加仓+$67.26万
2026Q1 卖出最多 按季末市值估算
TGT 减仓-$231.15万
BKNG 减仓-$123.36万
LLY 减仓-$92.99万
NOW 减仓-$86.67万
ABBV 减仓-$65.20万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,438.51万 | 7.10% | 174,889 | -1,709 | -1.0% | -$43.37万 | 减仓 |
| AVGO | BROADCOM INC | $3,297.07万 | 5.27% | 106,525 | 223 | 0.2% | $6.90万 | 加仓 |
| LLY | ELI LILLY & CO | $3,120.60万 | 4.99% | 33,928 | -1,011 | -2.9% | -$92.99万 | 减仓 |
| GOOGL | ALPHABET INC | $3,112.95万 | 4.98% | 108,254 | -1,591 | -1.4% | -$45.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,019.52万 | 4.83% | 81,571 | 1,591 | 2.0% | $58.89万 | 加仓 |
| IEF | ISHARES TR | $2,431.88万 | 3.89% | 254,807 | -4,871 | -1.9% | -$46.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,101.87万 | 3.36% | 120,520 | 2,972 | 2.5% | $51.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,099.08万 | 3.36% | 71,359 | -32 | -0.0% | -$9,413 | 减仓 |
| AGG | ISHARES TR | $2,004.21万 | 3.21% | 201,894 | 2,038 | 1.0% | $20.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,945.27万 | 3.11% | 22,994 | -223 | -1.0% | -$18.87万 | 减仓 |
| GLD | SPDR GOLD TR | $1,900.16万 | 3.04% | 44,160 | 114 | 0.3% | $4.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,794.85万 | 2.87% | 53,110 | 599 | 1.1% | $20.24万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,701.88万 | 2.72% | 62,895 | -330 | -0.5% | -$8.93万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,306.98万 | 2.09% | 177,482 | 5,452 | 3.2% | $40.15万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,247.26万 | 1.99% | 141,477 | 120 | 0.1% | $1.06万 | 加仓 |
| V | VISA INC | $1,228.59万 | 1.96% | 40,649 | 2 | 0.0% | $604 | 加仓 |
| AMZN | AMAZON COM INC | $1,146.07万 | 1.83% | 55,028 | 1,889 | 3.6% | $39.34万 | 加仓 |
| TGT | TARGET CORP | $1,137.95万 | 1.82% | 93,890 | -19,072 | -16.9% | -$231.15万 | 减仓 |
| C | CITIGROUP INC | $1,119.67万 | 1.79% | 98,728 | 3,280 | 3.4% | $37.20万 | 加仓 |
| META | META PLATFORMS INC | $1,075.38万 | 1.72% | 18,796 | 704 | 3.9% | $40.28万 | 加仓 |
| PWR | QUANTA SVCS INC | $970.78万 | 1.55% | 17,682 | -180 | -1.0% | -$9.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $958.07万 | 1.53% | 9,615 | 15 | 0.2% | $1.49万 | 加仓 |
| ABBV | ABBVIE INC | $920.18万 | 1.47% | 42,309 | -2,998 | -6.6% | -$65.20万 | 减仓 |
| WMT | WALMART INC | $871.74万 | 1.39% | 70,143 | 1,602 | 2.3% | $19.91万 | 加仓 |
| AZO | AUTOZONE INC | $854.24万 | 1.37% | 2,529 | -4 | -0.2% | -$1.35万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $802.00万 | 1.28% | 34,800 | -548 | -1.6% | -$12.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $783.58万 | 1.25% | 13,576 | -15 | -0.1% | -$8,658 | 减仓 |
| NFLX | NETFLIX INC. | $711.51万 | 1.14% | 74,000 | -1,030 | -1.4% | -$9.90万 | 减仓 |
| TJX | TJX COS INC NEW | $667.10万 | 1.07% | 41,772 | 2,438 | 6.2% | $38.93万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $660.00万 | 1.06% | 30,890 | -961 | -3.0% | -$20.53万 | 减仓 |
| IEI | ISHARES TR | $592.68万 | 0.95% | 49,973 | 5,671 | 12.8% | $67.26万 | 加仓 |
| GOVT | ISHARES TR | $502.59万 | 0.80% | 219,377 | 6,481 | 3.0% | $14.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $486.92万 | 0.78% | 19,920 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $474.11万 | 0.76% | 11,119 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $461.80万 | 0.74% | 34,985 | 2,972 | 9.3% | $39.23万 | 加仓 |
| GEV | GE VERNOVA INC | $394.38万 | 0.63% | 4,518 | 1,595 | 54.6% | $139.23万 | 加仓 |
| IYY | ISHARES TR | $392.96万 | 0.63% | 24,800 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $390.34万 | 0.62% | 18,866 | -50 | -0.3% | -$1.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $323.70万 | 0.52% | 6,755 | -1,229 | -15.4% | -$58.89万 | 减仓 |
| SHY | ISHARES TR | $322.39万 | 0.52% | 39,045 | -25 | -0.1% | -$2,064 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $313.25万 | 0.50% | 744 | -293 | -28.3% | -$123.36万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $281.62万 | 0.45% | 9,655 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $277.85万 | 0.44% | 22,630 | -138 | -0.6% | -$1.69万 | 减仓 |
| ORCL | ORACLE CORP | $273.83万 | 0.44% | 18,614 | -591 | -3.1% | -$8.69万 | 减仓 |
| — | EXXON MOBIL CORP | $271.34万 | 0.43% | 15,993 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $254.95万 | 0.41% | 52,298 | -13,161 | -20.1% | -$64.16万 | 减仓 |
| HD | HOME DEPOT INC | $249.89万 | 0.40% | 7,598 | -255 | -3.2% | -$8.39万 | 减仓 |
| — | HONEYWELL INTL INC | $234.53万 | 0.38% | 10,376 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $231.81万 | 0.37% | 15,962 | 697 | 4.6% | $10.12万 | 加仓 |
| APH | AMPHENOL CORP | $226.19万 | 0.36% | 17,902 | 6,172 | 52.6% | $77.98万 | 加仓 |
| KLAC | KLA CORP | $222.04万 | 0.36% | 1,508 | -170 | -10.1% | -$25.03万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $220.60万 | 0.35% | 7,293 | 956 | 15.1% | $28.92万 | 加仓 |
| — | COTERRA ENERGY INC | $214.70万 | 0.34% | 61,099 | 1,762 | 3.0% | $6.19万 | 加仓 |
| MCK | MCKESSON CORP | $207.60万 | 0.33% | 2,399 | -1 | -0.0% | -$865 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $207.20万 | 0.33% | 41,176 | 10,093 | 32.5% | $50.79万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $198.37万 | 0.32% | 25,725 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $196.39万 | 0.31% | 5,746 | -10 | -0.2% | -$3,418 | 减仓 |
| GOOG | ALPHABET INC | $190.79万 | 0.31% | 6,651 | -190 | -2.8% | -$5.45万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $182.27万 | 0.29% | 7,274 | 680 | 10.3% | $17.04万 | 加仓 |
| USB | US BANCORP | $152.99万 | 0.24% | 29,415 | 3,735 | 14.5% | $19.43万 | 加仓 |
| VLO | VALERO ENERGY CORP | $150.37万 | 0.24% | 6,086 | 1,876 | 44.6% | $46.35万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $149.24万 | 0.24% | 1,365 | -132 | -8.8% | -$14.43万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $144.01万 | 0.23% | 3,225 | -155 | -4.6% | -$6.92万 | 减仓 |
| NOW | SERVICENOW INC | $129.80万 | 0.21% | 12,415 | -8,290 | -40.0% | -$86.67万 | 减仓 |
| RGLD | ROYAL GOLD INC | $128.80万 | 0.21% | 5,061 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $126.45万 | 0.20% | 5,099 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $125.11万 | 0.20% | 3,002 | -165 | -5.2% | -$6.88万 | 减仓 |
| CAT | CATERPILLAR INC | $122.56万 | 0.20% | 1,730 | 1,730 | — | $122.56万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $119.01万 | 0.19% | 10,920 | -3,328 | -23.4% | -$36.27万 | 减仓 |
| GWW | WW GRAINGER INC | $116.61万 | 0.19% | 1,069 | -60 | -5.3% | -$6.54万 | 减仓 |
| BBY | BEST BUY INC | $111.48万 | 0.18% | 17,364 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $100.09万 | 0.16% | 1,675 | -52 | -3.0% | -$3.11万 | 减仓 |
| QCOM | QUALCOMM INC | $99.28万 | 0.16% | 7,709 | -534 | -6.5% | -$6.88万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $96.47万 | 0.15% | 1,414 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $95.19万 | 0.15% | 1,457 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $95.09万 | 0.15% | 3,351 | -2 | -0.1% | -$568 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $90.87万 | 0.15% | 9,467 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $89.40万 | 0.14% | 14,644 | 14,644 | — | $89.40万 | 新建仓 |
| DTD | WISDOMTREE TR | $87.02万 | 0.14% | 10,076 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $86.56万 | 0.14% | 3,545 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $82.05万 | 0.13% | 6,174 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $79.01万 | 0.13% | 7,852 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $71.88万 | 0.11% | 9,264 | -736 | -7.4% | -$5.71万 | 减仓 |
| MCD | MCDONALDS CORP | $71.62万 | 0.11% | 2,304 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.88万 | 0.11% | 1,013 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $63.24万 | 0.10% | 2,950 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $62.00万 | 0.10% | 2,609 | -80 | -3.0% | -$1.90万 | 减仓 |
| T | AT&T INC | $60.98万 | 0.10% | 21,036 | -4,600 | -17.9% | -$13.34万 | 减仓 |
| IWD | ISHARES TR | $60.98万 | 0.10% | 2,854 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $60.87万 | 0.10% | 8,462 | 2,482 | 41.5% | $17.85万 | 加仓 |
| SNPS | SYNOPSYS INC | $59.75万 | 0.10% | 1,507 | -74 | -4.7% | -$2.93万 | 减仓 |
| DHR | DANAHER CORP DEL | $59.57万 | 0.10% | 3,142 | -350 | -10.0% | -$6.64万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $59.48万 | 0.10% | 1,210 | -155 | -11.4% | -$7.62万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $55.91万 | 0.09% | 1,655 | 337 | 25.6% | $11.39万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $52.78万 | 0.08% | 3,816 | 66 | 1.8% | $9,129 | 加仓 |
| BA | BOEING CO | $51.01万 | 0.08% | 2,563 | 2,563 | — | $51.01万 | 新建仓 |
| SHEL | SHELL PLC | $49.07万 | 0.08% | 5,276 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $46.59万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $44.61万 | 0.07% | 963 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $44.17万 | 0.07% | 1,845 | -1,122 | -37.8% | -$26.86万 | 减仓 |