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。
2024 年第 1 季 13F 持有人
Dollar Tree, Inc. 在 2024/3/31 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
- 770
- 較 2023 年第 4 季 +5 家
- 持有股數
- 2.16 億
- 較 2023 年第 4 季 −475.6 萬 (−2.2%)
- 總市值
- $285.6 億
- 較 2023 年第 4 季 −$27.3 億 (−8.7%)
- 新進機構
- 87
- 另有 267 家加碼
- 清倉機構
- 82
- 另有 275 家減碼
另有 7 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,515 | $20.2 萬 | 0.01% | −64−4.1% | 減碼 |
| Kapitalo Investimentos Ltda | 1,530 | $20.4 萬 | 0.04% | +1,530 | 新進 |
| Franklin Street Advisors Inc | 1,533 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Bollard Group LLC | 1,538 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 1,549 | $20.6 萬 | 0.01% | +1,549 | 新進 |
| DRW Securities, LLC | 1,549 | $20.6 萬 | 0.01% | +1,549 | 新進 |
| Premier Path Wealth Partners, LLC | 1,557 | $20.7 萬 | 0.04% | +69+4.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,568 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Teza Capital Management LLC | 1,573 | $20.9 萬 | 0.03% | −15,206−90.6% | 減碼 |
| NBC Securities, Inc. | 1,514 | $21.1 萬 | 0.02% | +364+31.7% | 加碼 |
| Plato Investment Management Ltd | 1,586 | $21.1 萬 | 0.02% | +1,582+39,550.0% | 加碼 |
| Bessemer Group Inc | 1,585 | $21.2 萬 | 0.00% | +279+21.4% | 加碼 |
| Old Point Trust & Financial Services N A | 1,600 | $21.3 萬 | 0.08% | +100+6.7% | 加碼 |
| Cinctive Capital Management LP | 1,601 | $21.3 萬 | 0.01% | +1,601 | 新進 |
| Wealth Management Associates, Inc. | 2,000 | $21.4 萬 | 0.10% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 1,633 | $21.7 萬 | 0.02% | +1,633 | 新進 |
| Aptus Capital Advisors, LLC | 1,637 | $21.8 萬 | 0.00% | +1,637 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,657 | $22.1 萬 | 0.00% | +1,657 | 新進 |
| First Trust Investment Solutions L.P. | 1,666 | $22.2 萬 | 0.04% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 1,690 | $22.5 萬 | 0.01% | +18+1.1% | 加碼 |
| Geller Advisors LLC | 1,692 | $22.5 萬 | 0.02% | −46−2.6% | 減碼 |
| MBB Public Markets I LLC | 1,694 | $22.6 萬 | 0.01% | +1,694 | 新進 |
| LexAurum Advisors, LLC | 1,706 | $22.7 萬 | 0.06% | −37−2.1% | 減碼 |
| RMR Wealth Builders | 1,727 | $23.0 萬 | 0.03% | 00.0% | 不變 |
| Pitcairn Co | 1,735 | $23.1 萬 | 0.01% | +236+15.7% | 加碼 |
| Evermay Wealth Management LLC | 1,750 | $23.3 萬 | 0.04% | −3−0.2% | 減碼 |
| Forum Financial Management, LP | 1,755 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 1,757 | $23.4 萬 | 0.08% | +1,757 | 新進 |
| Concurrent Investment Advisors, LLC | 1,784 | $23.8 萬 | 0.01% | −73−3.9% | 減碼 |
| Epoch Investment Partners, Inc. | 1,787 | $23.8 萬 | 0.00% | −95−5.0% | 減碼 |
| Pekin Hardy Strauss, Inc. | 1,791 | $23.8 萬 | 0.03% | −7,760−81.2% | 減碼 |
| Jefferies Financial Group Inc. | 1,801 | $24.0 萬 | 0.00% | −9,509−84.1% | 減碼 |
| Nilsine Partners, LLC | 1,820 | $24.2 萬 | 0.03% | +21+1.2% | 加碼 |
| Charter Trust Co | 1,839 | $24.5 萬 | 0.02% | −7,304−79.9% | 減碼 |
| Tiaa Trust, National Association | 1,854 | $24.7 萬 | 0.00% | −1,966−51.5% | 減碼 |
| Harbor Investment Advisory, LLC | 1,856 | $24.7 萬 | 0.03% | −44−2.3% | 減碼 |
| Advisors Capital Management, LLC | 1,879 | $25.0 萬 | 0.00% | +1,879 | 新進 |
| Alpha Omega Wealth Management LLC | 1,918 | $25.5 萬 | 0.05% | 00.0% | 不變 |
| Pzena Investment Management LLC | 1,949 | $26.0 萬 | 0.00% | +257+15.2% | 加碼 |
| Trust Point Inc. | 1,982 | $26.4 萬 | 0.02% | +362+22.3% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 1,984 | $26.4 萬 | 0.00% | −3−0.2% | 減碼 |
| Institute for Wealth Management, LLC. | 1,984 | $26.4 萬 | 0.03% | +5+0.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,985 | $26.4 萬 | 0.02% | +93+4.9% | 加碼 |
| Ballentine Partners, LLC | 1,995 | $26.6 萬 | 0.01% | −70−3.4% | 減碼 |
| Claret Asset Management Corp | 2,002 | $26.7 萬 | 0.04% | −75−3.6% | 減碼 |
| CAPROCK Group, Inc. | 2,015 | $26.8 萬 | 0.02% | +43+2.2% | 加碼 |
| Bragg Financial Advisors, Inc | 2,020 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Aspen Investment Management Inc | 2,018 | $26.9 萬 | 0.14% | −129−6.0% | 減碼 |
| 1776 Wealth LLC | 2,025 | $27.0 萬 | 0.13% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 2,033 | $27.1 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 2,043 | $27.2 萬 | 0.00% | +157+8.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 2,077 | $27.7 萬 | 0.01% | +2,077 | 新進 |
| South Dakota Investment Council | 2,095 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 2,105 | $28.0 萬 | 0.02% | −53−2.5% | 減碼 |
| Capital International Sarl | 2,123 | $28.3 萬 | 0.01% | +2,123 | 新進 |
| Argent Trust Co | 2,143 | $28.5 萬 | 0.01% | +2,143 | 新進 |
| Cigna Investments Inc | 2,156 | $28.7 萬 | 0.05% | −85−3.8% | 減碼 |
| Corton Capital Inc. | 2,162 | $28.8 萬 | 0.11% | +2,162 | 新進 |
| ICICI Prudential Asset Management Co Ltd | 2,169 | $28.9 萬 | 0.03% | +55+2.6% | 加碼 |
| Westshore Wealth, LLC | 2,171 | $28.9 萬 | 0.12% | −18−0.8% | 減碼 |
| David Loasby | 2,284 | $29.1 萬 | 0.03% | −717−23.9% | 減碼 |
| KRS Capital Management, LLC | 2,190 | $29.2 萬 | 0.24% | −50−2.2% | 減碼 |
| Lake Street Advisors Group, LLC | 2,221 | $29.6 萬 | 0.01% | −29−1.3% | 減碼 |
| Akre Capital Management LLC大師阿克雷資本 | 2,229 | $29.7 萬 | 0.00% | −19,542−89.8% | 減碼 |
| Acorn Financial Advisory Services Inc | 2,236 | $29.8 萬 | 0.06% | −241−9.7% | 減碼 |
| WESCAP Management Group, Inc. | 2,238 | $29.8 萬 | 0.09% | 00.0% | 不變 |
| Gabelli Funds LLC | 2,250 | $30.0 萬 | 0.00% | −50−2.2% | 減碼 |
| Siemens Fonds Invest GmbH | 2,256 | $30.0 萬 | 0.02% | −98−4.2% | 減碼 |
| Greenleaf Trust | 2,267 | $30.2 萬 | 0.00% | −36−1.6% | 減碼 |
| 1st Source Bank | 2,272 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,295 | $30.6 萬 | 0.01% | +45+2.0% | 加碼 |
| Private Wealth Partners, LLC | 2,300 | $30.6 萬 | 0.02% | +2,300 | 新進 |
| Quadrant Capital Group LLC | 2,306 | $30.7 萬 | 0.02% | +103+4.7% | 加碼 |
| Johnson Investment Counsel Inc | 2,316 | $30.8 萬 | 0.00% | +42+1.8% | 加碼 |
| Boston Private Wealth LLC | 2,324 | $30.9 萬 | 0.01% | +32+1.4% | 加碼 |
| Capital International Inc | 2,335 | $31.1 萬 | 0.00% | −379−14.0% | 減碼 |
| Tyche Wealth Partners LLC | 2,341 | $31.2 萬 | 0.08% | −14−0.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 2,362 | $31.4 萬 | 0.01% | −142,841−98.4% | 減碼 |
| Bridgefront Capital, LLC | 2,400 | $32.0 萬 | 0.24% | −2,518−51.2% | 減碼 |
| Gratus Wealth Advisors, LLC | 2,624 | $32.1 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 2,418 | $32.2 萬 | 0.01% | −377−13.5% | 減碼 |
| Earnest Partners LLC | 2,425 | $32.3 萬 | 0.00% | −29−1.2% | 減碼 |
| IMS Capital Management | 2,454 | $32.7 萬 | 0.15% | −1,118−31.3% | 減碼 |
| Apollon Wealth Management, LLC | 2,460 | $32.8 萬 | 0.01% | −1,251−33.7% | 減碼 |
| Baron Wealth Management LLC | 2,479 | $33.0 萬 | 0.18% | −37−1.5% | 減碼 |
| Financial Security Advisor, Inc. | 2,480 | $33.0 萬 | 0.12% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,495 | $33.2 萬 | 0.06% | +823+49.2% | 加碼 |
| GAMMA Investing LLC | 2,515 | $33.5 萬 | 0.07% | +96+4.0% | 加碼 |
| NorthRock Partners, LLC | 2,529 | $33.7 萬 | 0.01% | +923+57.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,530 | $33.7 萬 | 0.00% | −370−12.8% | 減碼 |
| Advisors Asset Management, Inc. | 2,712 | $36.1 萬 | 0.01% | +821+43.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 2,714 | $36.1 萬 | 0.01% | +342+14.4% | 加碼 |
| Sunbelt Securities, Inc. | 2,715 | $36.2 萬 | 0.04% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 2,721 | $36.2 萬 | 0.05% | −3,473−56.1% | 減碼 |
| Dana Investment Advisors, Inc. | 2,728 | $36.3 萬 | 0.01% | 00.0% | 不變 |
| Empowered Funds, LLC | 2,750 | $36.6 萬 | 0.01% | +653+31.1% | 加碼 |
| South State Corp. | 2,753 | $36.7 萬 | 0.03% | −406−12.9% | 減碼 |
| Simplicity Wealth,LLC | 2,770 | $36.9 萬 | 0.01% | +2,770 | 新進 |
| Bleakley Financial Group, LLC | 2,781 | $37.0 萬 | 0.01% | +337+13.8% | 加碼 |
| Balentine LLC | 2,790 | $37.1 萬 | 0.01% | −37−1.3% | 減碼 |