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。
2023 年第 1 季 13F 持有人
Dollar Tree, Inc. 在 2023/3/31 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
- 802
- 較 2022 年第 4 季 −7 家
- 持有股數
- 2.22 億
- 較 2022 年第 4 季 +317.0 萬 (+1.4%)
- 總市值
- $317.9 億
- 較 2022 年第 4 季 +$8.10 億 (+2.6%)
- 新進機構
- 75
- 另有 238 家加碼
- 清倉機構
- 82
- 另有 327 家減碼
另有 16 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 1,500 | $21.5 萬 | 0.01% | −69−4.4% | 減碼 |
| Old Point Trust & Financial Services N A | 1,500 | $21.5 萬 | 0.09% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,504 | $21.6 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 1,514 | $21.7 萬 | 0.00% | +54+3.7% | 加碼 |
| Texas Yale Capital Corp. | 1,515 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 1,533 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Oak Thistle LLC | 1,534 | $22.0 萬 | 0.13% | +1,534 | 新進 |
| Keystone Financial Services | 1,537 | $22.1 萬 | 0.12% | −9−0.6% | 減碼 |
| Bollard Group LLC | 1,538 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Pitcairn Co | 1,542 | $22.1 萬 | 0.02% | +23+1.5% | 加碼 |
| NewEdge Wealth, LLC | 1,552 | $22.3 萬 | 0.01% | +1,552 | 新進 |
| Capital Planning Advisors, LLC | 1,559 | $22.4 萬 | 0.05% | +16+1.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,591 | $22.8 萬 | 0.00% | −4,288−72.9% | 減碼 |
| United Capital Financial Advisers, LLC | 1,592 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Nilsine Partners, LLC | 1,592 | $22.9 萬 | 0.04% | +1,592 | 新進 |
| Annandale Capital, LLC | 1,592 | $22.9 萬 | 0.07% | 00.0% | 不變 |
| Clarius Group, LLC | 1,623 | $23.3 萬 | 0.02% | +70+4.5% | 加碼 |
| Gabelli Funds LLC | 1,650 | $23.7 萬 | 0.00% | +200+13.8% | 加碼 |
| Global Retirement Partners, LLC | 1,568 | $23.9 萬 | 0.01% | +1,042+198.1% | 加碼 |
| Legacy Trust | 1,682 | $24.1 萬 | 0.07% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,714 | $24.6 萬 | 0.04% | −145−7.8% | 減碼 |
| Haverford Trust Co | 1,722 | $24.7 萬 | 0.00% | +1,722 | 新進 |
| Evermay Wealth Management LLC | 1,740 | $25.0 萬 | 0.05% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 1,743 | $25.0 萬 | 0.02% | −28,141−94.2% | 減碼 |
| LexAurum Advisors, LLC | 1,743 | $25.0 萬 | 0.08% | 00.0% | 不變 |
| Continuum Advisory, LLC | 1,747 | $25.1 萬 | 0.04% | −678−28.0% | 減碼 |
| Signaturefd, LLC | 1,747 | $25.1 萬 | 0.01% | +83+5.0% | 加碼 |
| FDx Advisors, Inc. | 1,784 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 1,769 | $25.4 萬 | 0.01% | −106−5.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 1,773 | $25.5 萬 | 0.02% | −560−24.0% | 減碼 |
| Wilkinson Global Asset Management LLC | 1,773 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 1,778 | $25.5 萬 | 0.02% | −55−3.0% | 減碼 |
| Meeder Advisory Services, Inc. | 1,803 | $25.9 萬 | 0.03% | +305+20.4% | 加碼 |
| Baron Wealth Management LLC | 1,811 | $26.0 萬 | 0.18% | +275+17.9% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 1,824 | $26.2 萬 | 0.07% | +1,824 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 1,828 | $26.2 萬 | 0.05% | −25−1.3% | 減碼 |
| Claret Asset Management Corp | 1,830 | $26.3 萬 | 0.05% | −590−24.4% | 減碼 |
| Resources Investment Advisors, LLC. | 1,837 | $26.4 萬 | 0.01% | +1,837 | 新進 |
| Evergreen Capital Management LLC | 1,840 | $26.4 萬 | 0.01% | +418+29.4% | 加碼 |
| Zions Bancorporation, N.A. | 1,861 | $26.7 萬 | 0.02% | −635−25.4% | 減碼 |
| Glen Eagle Advisors, LLC | 1,885 | $27.1 萬 | 0.07% | +175+10.2% | 加碼 |
| Bridgeway Capital Management, LLC | 1,900 | $27.3 萬 | 0.01% | −8,600−81.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 1,908 | $27.4 萬 | 0.01% | −78−3.9% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 1,915 | $27.5 萬 | 0.16% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,931 | $27.7 萬 | 0.04% | −8−0.4% | 減碼 |
| Keel Point, LLC | 1,945 | $27.9 萬 | 0.04% | −167−7.9% | 減碼 |
| CIC Wealth, LLC | 1,960 | $28.1 萬 | 0.11% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 1,976 | $28.4 萬 | 0.06% | +5+0.3% | 加碼 |
| China Universal Asset Management Co., Ltd. | 1,983 | $28.5 萬 | 0.10% | −3,202−61.8% | 減碼 |
| Wealth Management Associates, Inc. | 2,000 | $28.7 萬 | 0.18% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 2,020 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 2,023 | $29.0 萬 | 0.06% | −7−0.3% | 減碼 |
| 1776 Wealth LLC | 2,025 | $29.1 萬 | 0.17% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 2,033 | $29.2 萬 | 0.04% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 2,035 | $29.2 萬 | 0.01% | +346+20.5% | 加碼 |
| Proequities, Inc. | 2,049 | $29.4 萬 | 0.02% | +120+6.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 2,064 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 2,064 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 2,082 | $29.9 萬 | 0.00% | −420−16.8% | 減碼 |
| Greenleaf Trust | 2,089 | $30.0 萬 | 0.00% | +116+5.9% | 加碼 |
| Stonebridge Capital Management Inc | 2,100 | $30.1 萬 | 0.14% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 2,143 | $30.8 萬 | 0.00% | +64+3.1% | 加碼 |
| Kinneret Advisory, LLC | 2,150 | $30.9 萬 | 0.04% | −115−5.1% | 減碼 |
| Moody National Bank Trust Division | 2,161 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,164 | $31.1 萬 | 0.01% | +2,164 | 新進 |
| GW Henssler & Associates Ltd | 2,171 | $31.2 萬 | 0.02% | +27+1.3% | 加碼 |
| Coldstream Capital Management Inc | 2,175 | $31.2 萬 | 0.01% | +132+6.5% | 加碼 |
| Quadrant Capital Group LLC | 2,193 | $31.5 萬 | 0.03% | −95−4.2% | 減碼 |
| Westshore Wealth, LLC | 2,210 | $31.7 萬 | 0.17% | +68+3.2% | 加碼 |
| Bahl & Gaynor Inc | 2,228 | $32.0 萬 | 0.00% | −10−0.4% | 減碼 |
| Pointe Capital Management LLC | 2,235 | $32.1 萬 | 0.23% | 00.0% | 不變 |
| Alps Advisors Inc | 2,250 | $32.3 萬 | 0.00% | −24−1.1% | 減碼 |
| Summit Trail Advisors, LLC | 2,256 | $32.4 萬 | 0.01% | −381−14.4% | 減碼 |
| Forum Financial Management, LP | 2,260 | $32.4 萬 | 0.01% | +10.0% | 加碼 |
| D.B. Root & Company, LLC | 2,307 | $33.1 萬 | 0.13% | −39−1.7% | 減碼 |
| Holderness Investments Co | 2,335 | $33.5 萬 | 0.13% | −75−3.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,349 | $33.7 萬 | 0.02% | −115−4.7% | 減碼 |
| E Fund Management Co., Ltd. | 2,358 | $33.8 萬 | 0.02% | −160−6.4% | 減碼 |
| Schechter Investment Advisors, LLC | 2,366 | $34.0 萬 | 0.03% | +526+28.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,375 | $34.1 萬 | 0.01% | +252+11.9% | 加碼 |
| WESCAP Management Group, Inc. | 2,402 | $34.5 萬 | 0.12% | −329−12.0% | 減碼 |
| Gateway Investment Advisers LLC | 2,449 | $35.2 萬 | 0.00% | −1,661−40.4% | 減碼 |
| Earnest Partners LLC | 2,454 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 2,479 | $35.6 萬 | 0.01% | +729+41.7% | 加碼 |
| 1st Source Bank | 2,481 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 2,499 | $35.9 萬 | 0.00% | +37+1.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 2,506 | $36.0 萬 | 0.04% | −5,084−67.0% | 減碼 |
| Edgestream Partners, L.P. | 2,520 | $36.2 萬 | 0.04% | −2,602−50.8% | 減碼 |
| Fund Management at Engine No. 1 LLC | 2,522 | $36.2 萬 | 0.07% | +206+8.9% | 加碼 |
| DRW Securities, LLC | 2,571 | $36.9 萬 | 0.05% | +2,571 | 新進 |
| Boston Private Wealth LLC | 2,580 | $37.0 萬 | 0.01% | −811−23.9% | 減碼 |
| STF Management LP | 2,581 | $37.1 萬 | 0.25% | +1,103+74.6% | 加碼 |
| Ironsides Asset Advisors, LLC | 2,593 | $37.2 萬 | 0.17% | 00.0% | 不變 |
| David Loasby | 2,500 | $37.3 萬 | 0.04% | +1,105+79.2% | 加碼 |
| Cigna Investments Inc | 2,600 | $37.3 萬 | 0.07% | −47−1.8% | 減碼 |
| Wahed Invest LLC | 2,603 | $37.4 萬 | 0.16% | −131−4.8% | 減碼 |
| CWM Advisors, LLC | 2,619 | $37.6 萬 | 0.05% | +199+8.2% | 加碼 |
| Sunbelt Securities, Inc. | 2,696 | $38.0 萬 | 0.06% | −3−0.1% | 減碼 |
| Fernwood Investment Management, LLC | 2,700 | $38.8 萬 | 0.15% | 00.0% | 不變 |
| Acorn Financial Advisory Services Inc | 2,706 | $38.8 萬 | 0.08% | −24−0.9% | 減碼 |