Destiny Wealth Partners, LLC 13F 持仓 · 2026年Q2
Destiny Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 184 只证券，申报市值合计 7.09 亿美元。前几大持仓：VUG（6.17%）、DFLV（5.67%）、JCPB（5.63%）。本季前 25 大持仓中：新建仓 2 只、增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $43.8M | 6.17% | 513,656 | 增持 |
| 2 | DFLV | DIMENSIONAL ETF TRUST | $40.2M | 5.67% | 988,557 | 减持 |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $39.9M | 5.63% | 864,714 | 减持 |
| 4 | JAAA | JANUS DETROIT STR TR | $36.5M | 5.15% | 722,899 | 增持 |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $29.0M | 4.09% | 793,729 | 减持 |
| 6 | GOOGL | ALPHABET INC | $20.7M | 2.92% | 58,200 | 减持 |
| 7 | AMZN | AMAZON COM INC | $20.6M | 2.91% | 75,967 | 减持 |
| 8 | AAPL | APPLE INC | $16.7M | 2.35% | 54,016 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $15.4M | 2.18% | 76,905 | 减持 |
| 10 | DSCO | DOUBLELINE ETF TRUST | $15.1M | 2.14% | 610,353 | 新建仓 |
| 11 | PAVE | GLOBAL X FDS | $15.1M | 2.13% | 267,397 | 减持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $14.8M | 2.09% | 165,221 | 减持 |
| 13 | XTL | SPDR SERIES TRUST | $14.5M | 2.04% | 69,454 | 新建仓 |
| 14 | CLOI | VANECK ETF TRUST | $14.3M | 2.02% | 269,896 | 增持 |
| 15 | XBI | SPDR SERIES TRUST | $13.8M | 1.95% | 94,172 | 增持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $13.7M | 1.94% | 239,939 | 减持 |
| 17 | USHY | ISHARES TR | $13.6M | 1.91% | 369,017 | 增持 |
| 18 | SEIX | VIRTUS ETF TR II | $13.5M | 1.90% | 582,615 | 减持 |
| 19 | FBND | FIDELITY MERRIMACK STR TR | $13.3M | 1.88% | 297,650 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $12.5M | 1.76% | 26,866 | 减持 |
| 21 | CIBR | FIRST TR EXCHANGE-TRADED FD | $12.2M | 1.73% | 133,375 | 减持 |
| 22 | EVTR | MORGAN STANLEY ETF TRUST | $11.6M | 1.63% | 231,605 | 减持 |
| 23 | AVGO | BROADCOM INC | $10.1M | 1.42% | 25,899 | 减持 |
| 24 | TSLA | TESLA INC | $10.0M | 1.41% | 32,107 | 减持 |
| 25 | IDHQ | INVESCO EXCH TRADED FD TR II | $9.5M | 1.34% | 217,494 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR