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。
2026 年第 1 季 13F 持有人
Dollar Tree, Inc. 在 2026/3/31 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
- 858
- 較 2025 年第 4 季 +37 家
- 持有股數
- 2.07 億
- 較 2025 年第 4 季 +2,055 萬 (+11.0%)
- 總市值
- $226.6 億
- 較 2025 年第 4 季 −$2.41 億 (−1.1%)
- 新進機構
- 134
- 另有 312 家加碼
- 清倉機構
- 97
- 另有 260 家減碼
另有 15 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 401 | $4.35 萬 | 0.00% | 00.0% | 不變 |
| Bayban | 400 | $4.38 萬 | 0.04% | 00.0% | 不變 |
| CVA Family Office, LLC | 413 | $4.52 萬 | 0.00% | +182+78.8% | 加碼 |
| MTM Investment Management, LLC | 421 | $4.61 萬 | 0.01% | 00.0% | 不變 |
| Sankala Group LLC | 444 | $4.76 萬 | 0.04% | −66−12.9% | 減碼 |
| Beacon Financial Strategies CORP | 440 | $4.82 萬 | 0.03% | 00.0% | 不變 |
| 1248 Management, LLC | 449 | $4.92 萬 | 0.02% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 508 | $5.37 萬 | 0.00% | +61+13.6% | 加碼 |
| Colonial Trust Co | 506 | $5.54 萬 | 0.01% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 516 | $5.65 萬 | 0.01% | 00.0% | 不變 |
| Financial Consulate, Inc | 516 | $5.65 萬 | 0.01% | +12+2.4% | 加碼 |
| Onefund, LLC | 521 | $5.66 萬 | 0.04% | −76−12.7% | 減碼 |
| HHM Wealth Advisors, LLC | 532 | $5.83 萬 | 0.01% | 00.0% | 不變 |
| Leonteq Securities AG | 540 | $5.91 萬 | 0.00% | +235+77.0% | 加碼 |
| DT Investment Partners, LLC | 540 | $5.91 萬 | 0.00% | 00.0% | 不變 |
| Independence Bank of Kentucky | 550 | $6.02 萬 | 0.01% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 571 | $6.25 萬 | 0.05% | 00.0% | 不變 |
| Larson Financial Group LLC | 572 | $6.26 萬 | 0.00% | +397+226.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 574 | $6.28 萬 | 0.01% | −41−6.7% | 減碼 |
| MCF Advisors LLC | 584 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 589 | $6.45 萬 | 0.00% | −621−51.3% | 減碼 |
| Johnson Financial Group, Inc. | 617 | $6.76 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 618 | $6.77 萬 | 0.01% | −45−6.8% | 減碼 |
| Quarry LP | 642 | $7.03 萬 | 0.01% | +411+177.9% | 加碼 |
| CoreCap Advisors, LLC | 647 | $7.09 萬 | 0.00% | −949−59.5% | 減碼 |
| Mather Group, LLC. | 677 | $7.41 萬 | 0.00% | +677 | 新進 |
| Cromwell Holdings LLC | 699 | $7.65 萬 | 0.04% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 700 | $7.67 萬 | 0.00% | 00.0% | 不變 |
| Pflug Koory, LLC | 725 | $7.94 萬 | 0.04% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 768 | $8.41 萬 | 0.01% | 00.0% | 不變 |
| Smithfield Trust Co | 847 | $9.30 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 930 | $10.2 萬 | 0.03% | +348+59.8% | 加碼 |
| Battery Global Advisors, LLC | 957 | $10.5 萬 | 0.06% | +938+4,936.8% | 加碼 |
| S.A. Mason LLC | 959 | $10.5 萬 | 0.04% | +6+0.6% | 加碼 |
| Assetmark, Inc | 987 | $10.8 萬 | 0.00% | +1+0.1% | 加碼 |
| Root Financial Partners, LLC | 989 | $10.8 萬 | 0.01% | +596+151.7% | 加碼 |
| Clear Street Markets LLC | 1,031 | $11.3 萬 | 0.05% | −252−19.6% | 減碼 |
| MV Capital Management, Inc. | 1,037 | $11.4 萬 | 0.01% | +933+897.1% | 加碼 |
| Paladin Advisory Group, LLC | 1,071 | $11.7 萬 | 0.09% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,105 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Oslo Pensjonsforsikring AS | 1,247 | $13.7 萬 | 0.02% | +1,247 | 新進 |
| LRI Investments, LLC | 1,280 | $14.0 萬 | 0.01% | −47−3.5% | 減碼 |
| Massmutual Trust Co FSB | 1,324 | $14.5 萬 | 0.00% | −118−8.2% | 減碼 |
| Geneos Wealth Management Inc. | 1,352 | $14.8 萬 | 0.00% | −225−14.3% | 減碼 |
| Harbour Investments, Inc. | 1,409 | $15.4 萬 | 0.00% | +1,112+374.4% | 加碼 |
| Provenance Wealth Advisors, LLC | 1,424 | $15.6 萬 | 0.02% | +1,424 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,433 | $15.7 萬 | 0.00% | +739+106.5% | 加碼 |
| Private Trust Co NA | 1,464 | $16.0 萬 | 0.01% | +12+0.8% | 加碼 |
| SRS Capital Advisors, Inc. | 1,488 | $16.3 萬 | 0.00% | +1,176+376.9% | 加碼 |
| CrossGen Wealth, LLC | 1,561 | $17.1 萬 | 0.15% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,570 | $17.2 萬 | 0.00% | +166+11.8% | 加碼 |
| IFP Advisors, Inc | 1,693 | $18.5 萬 | 0.00% | −53−3.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,698 | $18.6 萬 | 0.01% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 1,741 | $19.0 萬 | 0.00% | +1,741 | 新進 |
| Deseret Mutual Benefit Administrators | 1,749 | $19.2 萬 | 0.07% | +541+44.8% | 加碼 |
| Anchor Investment Management, LLC | 1,800 | $19.7 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,828 | $20.0 萬 | 0.00% | +8+0.4% | 加碼 |
| Institute for Wealth Management, LLC. | 1,828 | $20.0 萬 | 0.02% | −3−0.2% | 減碼 |
| Tull Financial Group, Inc. | 1,831 | $20.1 萬 | 0.09% | 00.0% | 不變 |
| Parsons Capital Management Inc | 1,838 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| Cigna Investments Inc | 1,862 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 1,885 | $20.6 萬 | 0.01% | +10+0.5% | 加碼 |
| BSW Wealth Partners | 1,899 | $20.8 萬 | 0.03% | +103+5.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,902 | $20.8 萬 | 0.01% | +351+22.6% | 加碼 |
| Blueshift Asset Management, LLC | 1,914 | $21.0 萬 | 0.06% | −450−19.0% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,145 | $21.0 萬 | 0.04% | +333+18.4% | 加碼 |
| Three Seasons Wealth, LLC | 1,930 | $21.1 萬 | 0.08% | +1,930 | 新進 |
| Scientech Research LLC | 1,932 | $21.2 萬 | 0.18% | +1,932 | 新進 |
| BCS Private Wealth Management, Inc. | 1,950 | $21.4 萬 | 0.06% | 00.0% | 不變 |
| Employees Retirement System of Texas | 1,976 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 1,979 | $21.7 萬 | 0.00% | −15−0.8% | 減碼 |
| South State Corp. | 1,982 | $21.7 萬 | 0.01% | −28−1.4% | 減碼 |
| Wealth Management Associates, Inc. | 2,000 | $21.9 萬 | 0.08% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 2,003 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 2,030 | $22.2 萬 | 0.00% | +2,030 | 新進 |
| Tema ETFs LLC | 2,031 | $22.2 萬 | 0.01% | +7+0.3% | 加碼 |
| Citizens Financial Group Inc | 2,032 | $22.3 萬 | 0.00% | +168+9.0% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,041 | $22.4 萬 | 0.00% | +2,041 | 新進 |
| Panagora Asset Management Inc | 2,124 | $23.3 萬 | 0.00% | +79+3.9% | 加碼 |
| Exchange Traded Concepts, LLC | 2,145 | $23.5 萬 | 0.00% | +485+29.2% | 加碼 |
| Odyssean, LLC | 2,158 | $23.6 萬 | 0.09% | +2,158 | 新進 |
| Optiver Holding B.V. | 2,160 | $23.7 萬 | 0.01% | +694+47.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,187 | $23.9 萬 | 0.01% | +27+1.3% | 加碼 |
| Stance Capital LLC | 2,190 | $24.0 萬 | 0.12% | +2,190 | 新進 |
| Parallel Advisors, LLC | 2,193 | $24.0 萬 | 0.00% | +346+18.7% | 加碼 |
| Pitcairn Wealth Advisors LLC | 1,960 | $24.1 萬 | 0.02% | +96+5.2% | 加碼 |
| WSFS Capital Management, LLC | 2,206 | $24.2 萬 | 0.01% | −1,087−33.0% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,211 | $24.2 萬 | 0.00% | −20−0.9% | 減碼 |
| Xxi Wealth, LLC | 2,227 | $24.4 萬 | 0.14% | +2,227 | 新進 |
| Allworth Financial LP | 2,229 | $24.4 萬 | 0.00% | +1,244+126.3% | 加碼 |
| Platform Technology Partners | 2,249 | $24.6 萬 | 0.05% | +2,249 | 新進 |
| Capital Investment Advisory Services, LLC | 2,269 | $24.8 萬 | 0.02% | −1,042−31.5% | 減碼 |
| 1st Source Bank | 2,280 | $25.0 萬 | 0.01% | +8+0.4% | 加碼 |
| Bridgewater Advisors Inc. | 3,641 | $25.0 萬 | 0.01% | +213+6.2% | 加碼 |
| PEAK6 LLC | 2,299 | $25.2 萬 | 0.01% | +2,299 | 新進 |
| Fiduciary Trust Co | 2,333 | $25.6 萬 | 0.00% | +16+0.7% | 加碼 |
| Apollon Wealth Management, LLC | 2,342 | $25.6 萬 | 0.00% | +2,342 | 新進 |
| Cary Street Partners Financial LLC | 2,369 | $25.9 萬 | 0.01% | −111−4.5% | 減碼 |
| Umb Bank N A | 2,370 | $26.0 萬 | 0.00% | +148+6.7% | 加碼 |
| Belfer Management LLC | 2,374 | $26.0 萬 | 4.35% | +83+3.6% | 加碼 |