Destination Wealth Management
- SEC CIK
- 0001278573
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 252
- 較 2025 年第 1 季 +16
- 總值
- $34.1 億
- 較 2025 年第 1 季 +$2.37 億 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 844,719 | $1.73 億 | 5.1% | +40,735+5.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,459,869 | $1.45 億 | 4.2% | +13,821+1.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 698,829 | $9,485 萬 | 2.8% | −3,808−0.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 830,153 | $9,073 萬 | 2.7% | +33,368+4.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 175,818 | $8,745 萬 | 2.6% | +32,285+22.5% | 加碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 791,228 | $8,039 萬 | 2.4% | +11,893+1.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,276,316 | $7,662 萬 | 2.2% | +7,891+0.6% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 743,770 | $7,654 萬 | 2.2% | +2,344+0.3% | 加碼 | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 823,462 | $7,609 萬 | 2.2% | +7,599+0.9% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,415,266 | $7,467 萬 | 2.2% | +5,774+0.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 118,041 | $7,329 萬 | 2.1% | −7,663−6.1% | 減碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 642,019 | $7,212 萬 | 2.1% | −4,572−0.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 71,470 | $7,075 萬 | 2.1% | −1,904−2.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 315,024 | $6,911 萬 | 2.0% | +531+0.2% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 2,560,723 | $6,796 萬 | 2.0% | +2,560,723 | 新進 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 148,698 | $6,519 萬 | 1.9% | −1,511−1.0% | 減碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 614,088 | $6,422 萬 | 1.9% | −4,673−0.8% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,027,417 | $6,372 萬 | 1.9% | +21,194+2.1% | 加碼 | – |
| VVisa Inc. | Stock | 175,631 | $6,236 萬 | 1.8% | −3,618−2.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 214,806 | $6,227 萬 | 1.8% | −5,739−2.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 325,099 | $5,729 萬 | 1.7% | +3,763+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 101,666 | $5,713 萬 | 1.7% | −1,590−1.5% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 2,060,808 | $5,478 萬 | 1.6% | +2,060,808 | 新進 | – |
| CLColgate Palmolive Co | Stock | 511,873 | $4,653 萬 | 1.4% | +4,763+0.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 285,725 | $4,364 萬 | 1.3% | +5,497+2.0% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 930,533 | $4,302 萬 | 1.3% | +5,572+0.6% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 50,374 | $3,927 萬 | 1.2% | +20,602+69.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 418,767 | $3,743 萬 | 1.1% | −13,582−3.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 74,675 | $3,627 萬 | 1.1% | −884−1.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 182,777 | $3,611 萬 | 1.1% | +7,854+4.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 289,609 | $3,591 萬 | 1.1% | −4,409−1.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 107,569 | $3,431 萬 | 1.0% | −2,226−2.0% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 1,465,975 | $3,407 萬 | 1.0% | −225,327−13.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 240,915 | $3,277 萬 | 1.0% | −608−0.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 257,724 | $3,183 萬 | 0.9% | −5,094−1.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 133,250 | $3,049 萬 | 0.9% | −1,269−0.9% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 165,349 | $3,034 萬 | 0.9% | −1,998−1.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 305,830 | $2,990 萬 | 0.9% | −8,182−2.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 123,467 | $2,939 萬 | 0.9% | +743+0.6% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 290,716 | $2,923 萬 | 0.9% | +7,100+2.5% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 177,965 | $2,834 萬 | 0.8% | +3,925+2.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 132,178 | $2,812 萬 | 0.8% | −6,270−4.5% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 187,134 | $2,799 萬 | 0.8% | +2,961+1.6% | 加碼 | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 642,238 | $2,799 萬 | 0.8% | +573+0.1% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 565,858 | $2,753 萬 | 0.8% | +10,771+1.9% | 加碼 | – |
| SYKStryker Corp | Stock | 69,299 | $2,742 萬 | 0.8% | −339−0.5% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 101,210 | $2,727 萬 | 0.8% | −194−0.2% | 減碼 | 歷史 |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 309,474 | $2,673 萬 | 0.8% | −7,987−2.5% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 514,361 | $2,624 萬 | 0.8% | +16,110+3.2% | 加碼 | – |
| ANSSAnsys Inc | COM | 70,472 | $2,475 萬 | 0.7% | +392+0.6% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 232,208 | $2,449 萬 | 0.7% | −4,130−1.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 982,028 | $2,400 萬 | 0.7% | −152,387−13.4% | 減碼 | – |
| ASMLASML Holding NV | ADR | 29,367 | $2,353 萬 | 0.7% | +333+1.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 80,178 | $2,343 萬 | 0.7% | −1,687−2.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 104,834 | $2,317 萬 | 0.7% | +2,358+2.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 521,902 | $2,258 萬 | 0.7% | +10,204+2.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 131,805 | $2,055 萬 | 0.6% | +3,719+2.9% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 224,172 | $2,020 萬 | 0.6% | +1,572+0.7% | 加碼依 15 比 1 拆股換算 | 歷史 |
| iShares Tr46435G417 | CR 5 10 YR ETF | 457,236 | $1,995 萬 | 0.6% | +4,932+1.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 820,468 | $1,989 萬 | 0.6% | +48,068+6.2% | 加碼 | 歷史 |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 186,809 | $1,951 萬 | 0.6% | +4,153+2.3% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 387,844 | $1,844 萬 | 0.5% | +107,407+38.3% | 加碼 | – |
| FTVFortive Corp | Stock | 315,122 | $1,643 萬 | 0.5% | +3,756+1.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 39,993 | $1,622 萬 | 0.5% | +2,549+6.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 101,936 | $1,610 萬 | 0.5% | −6,178−5.7% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 116,302 | $1,484 萬 | 0.4% | +665+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,471 | $1,450 萬 | 0.4% | +1,714+7.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 26,409 | $1,435 萬 | 0.4% | +25,626+3,272.8% | 加碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 400,492 | $1,382 萬 | 0.4% | −12,861−3.1% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 46,680 | $1,332 萬 | 0.4% | −1,265−2.6% | 減碼 | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 247,122 | $1,271 萬 | 0.4% | +5,031+2.1% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 228,361 | $1,145 萬 | 0.3% | +3,816+1.7% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 324,885 | $1,032 萬 | 0.3% | +15,851+5.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,771 | $980.3 萬 | 0.3% | −1,993−10.1% | 減碼 | – |
| iShares Tr464287275 | GBL COMM SVC ETF | 80,951 | $909.2 萬 | 0.3% | +350.0% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 39,739 | $893.8 萬 | 0.3% | −1,628−3.9% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 94,872 | $874.5 萬 | 0.3% | +2,325+2.5% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 341,472 | $859.5 萬 | 0.3% | +7,619+2.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 53,569 | $853.5 萬 | 0.3% | +205+0.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 134,934 | $825.4 萬 | 0.2% | +2,116+1.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 16,972 | $786.1 萬 | 0.2% | +636+3.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 23,209 | $737.3 萬 | 0.2% | −67−0.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 100,372 | $710.1 萬 | 0.2% | +1,155+1.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 24,973 | $688.4 萬 | 0.2% | −3,596−12.6% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 122,952 | $655.2 萬 | 0.2% | +2,612+2.2% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 50,812 | $655.1 萬 | 0.2% | +429+0.9% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 158,460 | $646.2 萬 | 0.2% | −78,271−33.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 268,527 | $639.9 萬 | 0.2% | −4,468−1.6% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,775 | $612.0 萬 | 0.2% | −495−4.4% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 17,081 | $580.0 萬 | 0.2% | +931+5.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 32,559 | $577.6 萬 | 0.2% | +3,107+10.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 180,078 | $543.7 萬 | 0.2% | −1,420,644−88.8% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 236,930 | $523.6 萬 | 0.2% | −13,881−5.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 6,942 | $512.4 萬 | 0.2% | −187−2.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 38,661 | $510.5 萬 | 0.1% | +1,998+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 28,489 | $503.5 萬 | 0.1% | −2,292−7.4% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 61,718 | $499.7 萬 | 0.1% | −1,422−2.3% | 減碼 | – |
| CVXChevron Corp | Stock | 33,933 | $485.9 萬 | 0.1% | +1,525+4.7% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 18,526 | $460.1 萬 | 0.1% | +228+1.2% | 加碼 | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 43,971 | $434.3 萬 | 0.1% | −7,228−14.1% | 減碼 | – |
選擇權（22 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $32.3 萬 | – |
| NVDANVIDIA Corp | Stock | – | $11.7 萬 |
| NFLXNetflix Inc | Stock | – | $4.44 萬 |
| AVGOBroadcom Inc. | Stock | $2.53 萬 | $1.85 萬 |
| METAMeta Platforms, Inc. | Stock | – | $2.75 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | – | $2.42 萬 |
| MSFTMicrosoft Corp | Stock | – | $2.32 萬 |
| NOWServiceNow, Inc. | Stock | – | $2.14 萬 |
| CEGConstellation Energy Corp | Stock | – | $1.99 萬 |
| JPMJPMorgan Chase & Co | Stock | – | $1.50 萬 |
| AMZNAmazon Com Inc | Stock | – | $1.37 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | – | $1.15 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $1.04 萬 |
| AAPLApple Inc. | Stock | – | $9,277 |
| CTASCintas Corp | Stock | $7,361 | – |
| BXBlackstone Inc. | COM | – | $5,780 |
| ADIAnalog Devices Inc | Stock | $5,270 | – |
| GOOGLAlphabet Inc. | Stock | – | $5,198 |
| IRMIron Mountain Inc | COM | – | $4,584 |
| WMWaste Management Inc | Stock | – | $3,565 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | – | $829 |
| Schwab US Dividend Equity ETF808524797 | ETF | – | $449 |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,590 | $130.7 萬 | <0.1% | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 24,065 | $64.8 萬 | <0.1% | – |
| PANWPalo Alto Networks Inc | Stock | 3,100 | $52.9 萬 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,104 | $49.3 萬 | <0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 959 | $33.8 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,417 | $29.0 萬 | <0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,719 | $28.5 萬 | <0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 537 | $28.1 萬 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 1,781 | $27.5 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 3,207 | $22.9 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,850 | $20.9 萬 | <0.1% | – |
| T Rowe Price Exchange-Traded87283Q107 | PRICE BLUE CHIP | 5,458 | $20.8 萬 | <0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 602 | $20.1 萬 | <0.1% | – |