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 4 季 13F 持有人
Dollar Tree, Inc. 在 2022/12/31 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
- 825
- 較 2022 年第 3 季 +24 家
- 持有股數
- 2.19 億
- 較 2022 年第 3 季 +99.9 萬 (+0.5%)
- 總市值
- $310.6 億
- 較 2022 年第 3 季 +$12.7 億 (+4.3%)
- 新進機構
- 106
- 另有 268 家加碼
- 清倉機構
- 82
- 另有 305 家減碼
另有 14 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 1,498 | $21.2 萬 | 0.03% | +1,498 | 新進 |
| Old Point Trust & Financial Services N A | 1,500 | $21.2 萬 | 0.10% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,504 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Conning Inc. | 1,505 | $21.3 萬 | 0.01% | −7−0.5% | 減碼 |
| Texas Yale Capital Corp. | 1,515 | $21.4 萬 | 0.01% | −350−18.8% | 減碼 |
| Banque Pictet & Cie SA | 1,517 | $21.5 萬 | 0.00% | −1,232−44.8% | 減碼 |
| Pitcairn Co | 1,519 | $21.5 萬 | 0.02% | +1,519 | 新進 |
| Smithfield Trust Co | 1,533 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 1,533 | $21.7 萬 | 0.02% | −163−9.6% | 減碼 |
| Baron Wealth Management LLC | 1,536 | $21.7 萬 | 0.17% | +1,536 | 新進 |
| Bollard Group LLC | 1,538 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 1,543 | $21.8 萬 | 0.05% | 00.0% | 不變 |
| Clarius Group, LLC | 1,553 | $22.0 萬 | 0.02% | +1+0.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 1,569 | $22.2 萬 | 0.01% | +1,569 | 新進 |
| Squarepoint Ops LLC | 1,572 | $22.2 萬 | 0.00% | −104,043−98.5% | 減碼 |
| Annandale Capital, LLC | 1,592 | $22.5 萬 | 0.07% | 00.0% | 不變 |
| M Holdings Securities, Inc. | 1,587 | $22.5 萬 | 0.02% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 1,592 | $22.5 萬 | 0.00% | +1,592 | 新進 |
| Chimera Capital Management LLC | 1,624 | $23.0 萬 | 0.06% | +1,624 | 新進 |
| Keystone Financial Services | 1,546 | $23.2 萬 | 0.12% | −773−33.3% | 減碼 |
| Simon Quick Advisors, LLC | 1,648 | $23.3 萬 | 0.03% | +71+4.5% | 加碼 |
| Signaturefd, LLC | 1,664 | $23.5 萬 | 0.01% | +11+0.7% | 加碼 |
| HBK Sorce Advisory LLC | 2,474 | $23.7 萬 | 0.01% | +2,474 | 新進 |
| Legacy Trust | 1,682 | $23.8 萬 | 0.07% | +1,682 | 新進 |
| Vestmark Advisory Solutions, Inc. | 1,689 | $23.9 萬 | 0.01% | +33+2.0% | 加碼 |
| Eqis Capital Management, Inc. | 1,690 | $23.9 萬 | 0.03% | −10−0.6% | 減碼 |
| Summit Global Investments | 1,690 | $23.9 萬 | 0.02% | +45+2.7% | 加碼 |
| Glen Eagle Advisors, LLC | 1,710 | $24.2 萬 | 0.07% | +92+5.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1,705 | $24.2 萬 | 0.03% | +137+8.7% | 加碼 |
| Evermay Wealth Management LLC | 1,740 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 1,743 | $24.7 萬 | 0.09% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 1,749 | $24.7 萬 | 0.03% | +1,749 | 新進 |
| Atria Wealth Solutions, Inc. | 1,750 | $24.8 萬 | 0.00% | −2,183−55.5% | 減碼 |
| Sawtooth Solutions, LLC | 1,751 | $24.8 萬 | 0.03% | +1,751 | 新進 |
| Wilkinson Global Asset Management LLC | 1,773 | $25.1 萬 | 0.02% | 00.0% | 不變 |
| FDx Advisors, Inc. | 1,784 | $25.2 萬 | 0.01% | −905−33.7% | 減碼 |
| D.A. Davidson & Co. | 1,815 | $25.7 萬 | 0.00% | −130−6.7% | 減碼 |
| Checchi Capital Advisers, LLC | 1,833 | $25.9 萬 | 0.03% | −61−3.2% | 減碼 |
| Schechter Investment Advisors, LLC | 1,840 | $26.0 萬 | 0.02% | +301+19.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,853 | $26.2 萬 | 0.06% | +143+8.4% | 加碼 |
| Crewe Advisors LLC | 1,859 | $26.3 萬 | 0.04% | −45−2.4% | 減碼 |
| Fortune 45 LLC | 1,864 | $26.4 萬 | 0.29% | −6−0.3% | 減碼 |
| National Asset Management, Inc. | 1,875 | $26.5 萬 | 0.01% | +1,875 | 新進 |
| Aquatic Capital Management LLC | 1,900 | $26.9 萬 | 0.02% | +1,900 | 新進 |
| Dynamic Advisor Solutions LLC | 1,907 | $27.0 萬 | 0.02% | +1,907 | 新進 |
| Grey Fox Wealth Advisors, LLC | 1,915 | $27.1 萬 | 0.18% | +1,915 | 新進 |
| Proequities, Inc. | 1,929 | $27.3 萬 | 0.02% | +29+1.5% | 加碼 |
| Cornercap Investment Counsel Inc | 1,937 | $27.4 萬 | 0.05% | −58−2.9% | 減碼 |
| Harbor Investment Advisory, LLC | 1,939 | $27.4 萬 | 0.04% | +10+0.5% | 加碼 |
| CIC Wealth, LLC | 1,960 | $27.7 萬 | 0.11% | +1,960 | 新進 |
| Ethic Inc. | 1,968 | $27.8 萬 | 0.02% | −3,682−65.2% | 減碼 |
| Laidlaw Wealth Management LLC | 1,971 | $27.9 萬 | 0.06% | −10−0.5% | 減碼 |
| Greenleaf Trust | 1,973 | $27.9 萬 | 0.00% | +175+9.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,986 | $28.1 萬 | 0.01% | −65−3.2% | 減碼 |
| Zeke Capital Advisors, LLC | 1,997 | $28.2 萬 | 0.02% | +358+21.8% | 加碼 |
| Wealth Management Associates, Inc. | 2,000 | $28.3 萬 | 0.19% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 2,020 | $28.6 萬 | 0.02% | 00.0% | 不變 |
| 1776 Wealth LLC | 2,025 | $28.6 萬 | 0.21% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 2,030 | $28.7 萬 | 0.06% | −33−1.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,033 | $28.8 萬 | 0.01% | −232−10.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 2,033 | $28.8 萬 | 0.04% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 2,043 | $28.9 萬 | 0.01% | +2,043 | 新進 |
| Wealthspire Advisors, LLC | 2,053 | $29.0 萬 | 0.01% | +403+24.4% | 加碼 |
| Modera Wealth Management, LLC | 2,064 | $29.2 萬 | 0.01% | −1,238−37.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 2,064 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 2,079 | $29.4 萬 | 0.00% | −353−14.5% | 減碼 |
| Stonebridge Capital Management Inc | 2,100 | $29.7 萬 | 0.14% | 00.0% | 不變 |
| Keel Point, LLC | 2,112 | $29.9 萬 | 0.05% | +123+6.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,123 | $30.0 萬 | 0.02% | −304−12.5% | 減碼 |
| Private Advisor Group, LLC | 8,692 | $30.3 萬 | 0.02% | +1,390+19.0% | 加碼 |
| Westshore Wealth, LLC | 2,142 | $30.3 萬 | 0.17% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 2,144 | $30.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Moody National Bank Trust Division | 2,161 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 2,062 | $30.6 萬 | 0.13% | +2,062 | 新進 |
| Pointe Capital Management LLC | 2,235 | $31.6 萬 | 0.24% | +586+35.5% | 加碼 |
| Bahl & Gaynor Inc | 2,238 | $31.7 萬 | 0.00% | +38+1.7% | 加碼 |
| Everence Capital Management Inc | 2,240 | $31.7 萬 | 0.03% | −4,910−68.7% | 減碼 |
| Forum Financial Management, LP | 2,259 | $32.0 萬 | 0.01% | −21−0.9% | 減碼 |
| Systematic Alpha Investments, LLC | 2,262 | $32.0 萬 | 0.02% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 2,265 | $32.0 萬 | 0.04% | +2,265 | 新進 |
| Alps Advisors Inc | 2,274 | $32.2 萬 | 0.00% | −12−0.5% | 減碼 |
| Quadrant Capital Group LLC | 2,288 | $32.4 萬 | 0.04% | +80+3.6% | 加碼 |
| Headlands Technologies LLC | 2,308 | $32.6 萬 | 0.26% | +2,308 | 新進 |
| Fund Management at Engine No. 1 LLC | 2,316 | $32.8 萬 | 0.08% | +288+14.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,333 | $33.0 萬 | 0.03% | −11−0.5% | 減碼 |
| D.B. Root & Company, LLC | 2,346 | $33.2 萬 | 0.14% | −180−7.1% | 減碼 |
| Horizon Investments, LLC | 2,380 | $33.7 萬 | 0.01% | +153+6.9% | 加碼 |
| Holderness Investments Co | 2,410 | $34.1 萬 | 0.15% | +95+4.1% | 加碼 |
| Claret Asset Management Corp | 2,420 | $34.2 萬 | 0.08% | +4+0.2% | 加碼 |
| CWM Advisors, LLC | 2,420 | $34.2 萬 | 0.04% | −3,489−59.0% | 減碼 |
| Continuum Advisory, LLC | 2,425 | $34.3 萬 | 0.06% | −76−3.0% | 減碼 |
| Earnest Partners LLC | 2,454 | $34.7 萬 | 0.00% | −287−10.5% | 減碼 |
| Keybank National Association | 2,462 | $34.8 萬 | 0.00% | −8−0.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,464 | $34.9 萬 | 0.03% | −3,034−55.2% | 減碼 |
| 1st Source Bank | 2,481 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 2,496 | $35.3 萬 | 0.03% | −1,052−29.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,502 | $35.4 萬 | 0.01% | −710−22.1% | 減碼 |
| E Fund Management Co., Ltd. | 2,518 | $35.6 萬 | 0.03% | −180−6.7% | 減碼 |
| Trust Asset Management LLC | 2,537 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| Alpha Paradigm Partners, LLC | 2,547 | $36.0 萬 | 0.15% | +2,293+902.8% | 加碼 |