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
Destination Wealth Management (CIK 1278573) reported $4.28B across 325 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($244.9M, 5.72%), AGG ($175.8M, 4.10%), IJR ($136.5M, 3.19%), IJH ($119.4M, 2.79%), IEMG ($113.0M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $244.9M | 5.72% | 846,645 | Trimmed |
| 2 | AGG | ISHARES TR | $175.8M | 4.10% | 1.8M | Added |
| 3 | IJR | ISHARES TR | $136.5M | 3.19% | 920,516 | Added |
| 4 | IJH | ISHARES TR | $119.4M | 2.79% | 1.5M | Added |
| 5 | IEMG | ISHARES INC | $113.0M | 2.64% | 1.4M | Trimmed |
| 6 | PYLD | PIMCO ETF TR | $113.3M | 2.64% | 4.3M | Added |
| 7 | GOOGL | ALPHABET INC | $103.6M | 2.42% | 290,160 | Trimmed |
| 8 | IGM | ISHARES TR | $98.6M | 2.30% | 603,056 | Trimmed |
| 9 | SDY | SPDR SERIES TRUST | $96.6M | 2.26% | 635,081 | Added |
| 10 | LQDH | ISHARES U S ETF TR | $90.1M | 2.10% | 967,931 | Added |
| 11 | TLH | ISHARES TR | $89.4M | 2.09% | 891,126 | Added |
| 12 | STIP | ISHARES TR | $86.5M | 2.02% | 846,480 | Added |
| 13 | IGSB | ISHARES TR | $83.6M | 1.95% | 1.6M | Added |
| 14 | IVV | ISHARES TR | $81.3M | 1.90% | 108,582 | Added |
| 15 | AMZN | AMAZON COM INC | $80.0M | 1.87% | 335,952 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $77.2M | 1.80% | 1.5M | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $76.1M | 1.78% | 204,192 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $71.2M | 1.66% | 280,450 | Trimmed |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $70.5M | 1.65% | 75,375 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $70.6M | 1.65% | 819,218 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $70.3M | 1.64% | 214,857 | Trimmed |
| 22 | EFA | ISHARES TR | $69.9M | 1.63% | 673,331 | Added |
| 23 | IDU | ISHARES TR | $69.3M | 1.62% | 605,045 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $68.1M | 1.59% | 56,810 | Added |
| 25 | V | VISA INC | $64.0M | 1.49% | 186,535 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30