Dollar Tree, Inc.
DLTR- 交易所
- Nasdaq
- 產業
- Retail-Variety Stores
- SEC CIK
- 0000935703
近 90 天，Dollar Tree, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 867 家機構在 13F 申報持有，市值合計 $235.9 億；大師中只有Semper Augustus持有。
2022 年第 1 季 13F 持有人
Dollar Tree, Inc. 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 818
- 較 2021 年第 4 季 +30 家
- 持有股數
- 2.19 億
- 較 2021 年第 4 季 −382.0 萬 (−1.7%)
- 總市值
- $350.0 億
- 較 2021 年第 4 季 +$37.7 億 (+12.1%)
- 新進機構
- 116
- 另有 249 家加碼
- 清倉機構
- 86
- 另有 316 家減碼
另有 9 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 DLTR 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 867 | $235.9 億 |
| 2026 年第 1 季 | 858 | $226.6 億 |
| 2025 年第 4 季 | 836 | $260.5 億 |
| 2025 年第 3 季 | 777 | $211.9 億 |
| 2025 年第 2 季 | 767 | $210.0 億 |
| 2025 年第 1 季 | 715 | $166.4 億 |
| 2024 年第 4 季 | 713 | $161.0 億 |
| 2024 年第 3 季 | 689 | $146.2 億 |
| 2024 年第 2 季 | 754 | $226.8 億 |
| 2024 年第 1 季 | 770 | $285.6 億 |
| 2023 年第 4 季 | 772 | $312.9 億 |
| 2023 年第 3 季 | 731 | $227.1 億 |
| 2023 年第 2 季 | 766 | $311.9 億 |
| 2023 年第 1 季 | 802 | $317.9 億 |
| 2022 年第 4 季 | 825 | $310.6 億 |
| 2022 年第 3 季 | 815 | $299.5 億 |
| 2022 年第 2 季 | 837 | $335.9 億 |
| 2022 年第 1 季 | 818 | $350.0 億 |
| 2021 年第 4 季 | 797 | $312.4 億 |
| 2021 年第 3 季 | 699 | $193.2 億 |
| 2021 年第 2 季 | 731 | $204.9 億 |
| 2021 年第 1 季 | 753 | $242.7 億 |
2022 年第 1 季持有機構
每家機構持有 Dollar Tree, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 1,675 | $26.8 萬 | 0.00% | +1,675 | 新進 |
| Telemus Capital, LLC | 1,666 | $26.7 萬 | 0.02% | +1,666 | 新進 |
| Gateway Investment Advisers LLC | 1,656 | $26.5 萬 | 0.00% | +165+11.1% | 加碼 |
| Annandale Capital, LLC | 1,650 | $26.4 萬 | 0.10% | −109−6.2% | 減碼 |
| Checchi Capital Advisers, LLC | 1,633 | $26.2 萬 | 0.03% | +99+6.5% | 加碼 |
| Crewe Advisors LLC | 1,634 | $26.2 萬 | 0.05% | +775+90.2% | 加碼 |
| NewEdge Wealth, LLC | 1,635 | $26.2 萬 | 0.01% | +1,635 | 新進 |
| Calamos Wealth Management LLC | 1,630 | $26.1 萬 | 0.02% | +1,630 | 新進 |
| Centiva Capital, LP | 1,621 | $26.0 萬 | 0.02% | +1,621 | 新進 |
| Zeke Capital Advisors, LLC | 1,596 | $25.6 萬 | 0.01% | +1,596 | 新進 |
| Schechter Investment Advisors, LLC | 1,597 | $25.6 萬 | 0.02% | +1,597 | 新進 |
| Capital Planning Advisors, LLC | 1,571 | $25.2 萬 | 0.05% | +25+1.6% | 加碼 |
| West Michigan Advisors, LLC | 1,549 | $24.8 萬 | 0.18% | +4+0.3% | 加碼 |
| Kovack Advisors, Inc. | 1,549 | $24.8 萬 | 0.03% | +1,549 | 新進 |
| Bollard Group LLC | 1,538 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,788 | $24.5 萬 | 0.00% | +3,512+275.2% | 加碼 |
| Texas Yale Capital Corp. | 1,515 | $24.3 萬 | 0.01% | +1,515 | 新進 |
| O'Shaughnessy Asset Management, LLC | 1,501 | $24.0 萬 | 0.00% | +1,501 | 新進 |
| Private Trust Co NA | 1,489 | $23.8 萬 | 0.04% | −179−10.7% | 減碼 |
| Avantax Advisory Services, Inc. | 1,481 | $23.7 萬 | 0.00% | +1,481 | 新進 |
| Dynamic Advisor Solutions LLC | 1,476 | $23.6 萬 | 0.02% | −6,212−80.8% | 減碼 |
| Meeder Asset Management Inc | 1,472 | $23.6 萬 | 0.01% | +1,472 | 新進 |
| United Capital Financial Advisers, LLC | 1,459 | $23.4 萬 | 0.00% | +1,459 | 新進 |
| Fiduciary Group LLC | 1,485 | $23.2 萬 | 0.03% | −10−0.7% | 減碼 |
| Meridian Wealth Management, LLC | 1,450 | $23.2 萬 | 0.03% | +1,450 | 新進 |
| Calton & Associates, Inc. | 1,434 | $22.9 萬 | 0.07% | −276−16.1% | 減碼 |
| Pitcairn Co | 1,416 | $22.7 萬 | 0.02% | −96−6.3% | 減碼 |
| Los Angeles Capital Management LLC | 1,402 | $22.5 萬 | 0.00% | −2,264−61.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 1,400 | $22.4 萬 | 0.01% | +1,400 | 新進 |
| Sawtooth Solutions, LLC | 1,388 | $22.2 萬 | 0.03% | +1,388 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 1,382 | $22.1 萬 | 0.04% | +372+36.8% | 加碼 |
| ASB Consultores, LLC | 1,376 | $22.0 萬 | 0.09% | −372−21.3% | 減碼 |
| Parametrica Management Ltd | 1,372 | $22.0 萬 | 0.16% | +1,372 | 新進 |
| Glen Eagle Advisors, LLC | 1,365 | $21.9 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,354 | $21.7 萬 | 0.04% | +1,354 | 新進 |
| Wedbush Securities Inc | 1,340 | $21.5 萬 | 0.01% | +1,340 | 新進 |
| Washington Trust Advisors, Inc. | 1,332 | $21.3 萬 | 0.02% | +1,319+10,146.2% | 加碼 |
| Kore Private Wealth LLC | 1,322 | $21.2 萬 | 0.03% | +1,322 | 新進 |
| Financial Counselors Inc | 1,320 | $21.1 萬 | 0.00% | +1,320 | 新進 |
| Gabelli Funds LLC | 1,300 | $20.8 萬 | 0.00% | +1,300 | 新進 |
| Beaumont Financial Partners, LLC | 1,294 | $20.7 萬 | 0.02% | +1,294 | 新進 |
| Alaska Permanent Fund Corp | 1,284 | $20.6 萬 | 0.00% | −110−7.9% | 減碼 |
| Dowling & Yahnke LLC | 1,275 | $20.4 萬 | 0.01% | +1,275 | 新進 |
| Sepio Capital, LP | 1,260 | $20.2 萬 | 0.02% | +1,260 | 新進 |
| Gamble Jones Investment Counsel | 1,255 | $20.1 萬 | 0.01% | +1,255 | 新進 |
| Pflug Koory, LLC | 1,247 | $20.0 萬 | 0.10% | 00.0% | 不變 |
| Cozad Asset Management Inc | 1,249 | $20.0 萬 | 0.03% | +1,249 | 新進 |
| Renasant Bank | 1,251 | $20.0 萬 | 0.13% | +1,251 | 新進 |
| Leonteq Securities AG | 1,219 | $19.5 萬 | 0.01% | +1,205+8,607.1% | 加碼 |
| Paladin Advisory Group, LLC | 1,203 | $19.1 萬 | 0.16% | +1,203 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 1,086 | $17.4 萬 | 0.00% | −5,771−84.2% | 減碼 |
| Concord Wealth Partners | 1,069 | $17.1 萬 | 0.04% | −20−1.8% | 減碼 |
| FNY Investment Advisers, LLC | 1,059 | $16.9 萬 | 0.16% | +77+7.8% | 加碼 |
| Geneos Wealth Management Inc. | 1,042 | $16.6 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,017 | $16.3 萬 | 0.05% | +1,017 | 新進 |
| Belpointe Asset Management LLC | 930 | $14.9 萬 | 0.01% | −32−3.3% | 減碼 |
| Key Financial Inc | 920 | $14.7 萬 | 0.07% | 00.0% | 不變 |
| Spire Wealth Management | 905 | $14.5 萬 | 0.00% | −5,787−86.5% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 866 | $13.9 萬 | 0.02% | −1,104−56.0% | 減碼 |
| Parallel Advisors, LLC | 863 | $13.8 萬 | 0.01% | −216−20.0% | 減碼 |
| Aaron Wealth Advisors | 22,100 | $13.8 萬 | 0.00% | +22,100 | 新進 |
| C M Bidwell & Associates Ltd | 856 | $13.7 萬 | 0.09% | +856 | 新進 |
| Acadian Asset Management LLC | 787 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 761 | $12.2 萬 | 0.04% | 00.0% | 不變 |
| James Investment Research Inc | 730 | $11.7 萬 | 0.01% | +150+25.9% | 加碼 |
| North Star Investment Management Corp. | 710 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| First Manhattan Co | 700 | $11.2 萬 | 0.00% | 00.0% | 不變 |
| ICICI Prudential Asset Management Co Ltd | 646 | $10.4 萬 | 0.01% | +91+16.4% | 加碼 |
| Hexagon Capital Partners LLC | 635 | $10.2 萬 | 0.03% | +50+8.5% | 加碼 |
| First Command Financial Services, Inc. | 600 | $9.60 萬 | 0.01% | 00.0% | 不變 |
| First Command Bank | 600 | $9.60 萬 | 0.01% | 00.0% | 不變 |
| American Portfolios Advisors | 586 | $9.38 萬 | 0.00% | +18+3.2% | 加碼 |
| Lenox Wealth Advisors, LLC | 546 | $8.90 萬 | 0.01% | −50−8.4% | 減碼 |
| JFS Wealth Advisors, LLC | 543 | $8.70 萬 | 0.01% | +39+7.7% | 加碼 |
| Column Capital Advisors, LLC | 532 | $8.50 萬 | 0.02% | −1−0.2% | 減碼 |
| TD Private Client Wealth LLC | 520 | $8.33 萬 | 0.00% | +14+2.8% | 加碼 |
| Carolinas Wealth Consulting LLC | 517 | $8.30 萬 | 0.02% | +457+761.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 510 | $8.20 萬 | 0.02% | −265−34.2% | 減碼 |
| Central Trust Co | 498 | $8.00 萬 | 0.00% | −85−14.6% | 減碼 |
| Clearstead Advisors, LLC | 496 | $7.90 萬 | 0.01% | −593−54.5% | 減碼 |
| Koshinski Asset Management, Inc. | 488 | $7.82 萬 | 0.01% | +34+7.5% | 加碼 |
| Riverview Trust Co | 489 | $7.80 萬 | 0.06% | +133+37.4% | 加碼 |
| Assetmark, Inc | 479 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 463 | $7.40 萬 | 0.02% | 00.0% | 不變 |
| State of Wyoming | 451 | $7.20 萬 | 0.04% | +451 | 新進 |
| Heritage Wealth Advisors | 434 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 426 | $6.80 萬 | 0.02% | 00.0% | 不變 |
| AIA Group Ltd | 416 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 420 | $6.70 萬 | 0.02% | +236+128.3% | 加碼 |
| Clean Yield Group | 400 | $6.40 萬 | 0.02% | −100−20.0% | 減碼 |
| Future Financial Wealth Managment LLC | 400 | $6.40 萬 | 0.05% | 00.0% | 不變 |
| Covestor Ltd | 402 | $6.40 萬 | 0.04% | +173+75.5% | 加碼 |
| Global Retirement Partners, LLC | 489 | $6.40 萬 | 0.01% | +489 | 新進 |
| Cullen/Frost Bankers, Inc. | 385 | $6.20 萬 | 0.00% | −137−26.2% | 減碼 |
| Umb Bank N A | 384 | $6.20 萬 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 374 | $6.00 萬 | 0.00% | −593−61.3% | 減碼 |
| Tacita Capital Inc | 360 | $5.80 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Co | 353 | $5.70 萬 | 0.00% | −18−4.9% | 減碼 |
| Logan Capital Management Inc | 315 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 317 | $5.00 萬 | 0.01% | +267+534.0% | 加碼 |