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CABOT WEALTH MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CABOT WEALTH MANAGEMENT INC
报告期 2026-03-31 · CIK 0001016683
持仓数
139
前50大市值合计
$743.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 146 项
建仓 11
增持 69
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$6.6M
185,265
-0%
减持
MELI
MERCADOLIBRE INC
-$4.5M
11,006
-4%
清仓
MGA
MAGNA INTL INC
-$3.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
HDB
HDFC BANK LTD
-$3.0M
297,785
-3%
增持
TJX
TJX COS INC NEW
+$3.0M
214,891
+6%
增持
SONY
SONY GROUP CORPORATION
+$2.8M
158,260
+2%
减持
HD
HOME DEPOT INC
+$2.7M
35,092
-3%
建仓
Z
ZILLOW GROUP INC
+$2.6M
41,062
增持
CTAS
CINTAS CORP
+$2.6M
32,108
+5%
增持
FDX
FEDEX CORP
+$2.5M
61,834
+1%
增持
NEM
NEWMONT CORP
+$2.5M
223,119
+7%
减持
ROK
ROCKWELL AUTOMATION INC
+$2.5M
47,220
-1%
增持
OZK
BANK OZK
+$2.4M
500,596
+3%
增持
FNDX
SCHWAB STRATEGIC TR
+$2.3M
242,866
+10%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.3M
84,543
-26%
建仓
GTLS
CHART INDS INC
+$2.3M
14,315
增持
NVDA
NVIDIA CORPORATION
+$2.1M
12,494
+60%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.1M
133,897
-15%
增持
CHE
CHEMED CORP NEW
+$2.0M
24,044
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
69,510
+1%
增持
CDW
CDW CORP
+$1.9M
82,681
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
35,255
+36%
增持
AMGN
AMGEN INC
+$1.6M
56,332
+9%
增持
GOOG
ALPHABET INC
+$1.6M
7,106
+0%
减持
HXL
HEXCEL CORP NEW
-$1.4M
121,731
-7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
134,899
+2%
增持
ABNB
AIRBNB INC
+$1.4M
23,341
+54%
增持
SYY
SYSCO CORP
+$1.3M
153,818
+12%
减持
DIS
DISNEY WALT CO
-$1.3M
80,558
-1%
增持
V
VISA INC
+$1.3M
66,229
+13%
减持
NVO
NOVO-NORDISK A S
+$1.3M
84,766
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
205,038
-7%
减持
GNRC
GENERAC HLDGS INC
-$1.2M
20,771
-0%
清仓
SQ
SQUARE INC
-$1.1M
0
-100%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
+$1.1M
108,627
-2%
减持
IEX
IDEX CORP
+$1.1M
40,351
-1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
24,756
+96%
减持
PAYC
PAYCOM SOFTWARE INC
-$1.1M
13,154
-0%
增持
FLRN
SPDR SER TR
+$1.0M
291,009
+13%
减持
TSLA
TESLA INC
+$974.0K
8,816
-18%
建仓
SPSB
SPDR SER TR
+$965.0K
31,148
增持
FCX
FREEPORT-MCMORAN INC
+$906.0K
97,461
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$799.0K
118,323
-15%
增持
SHW
SHERWIN WILLIAMS CO
+$781.0K
10,663
+0%
增持
MTUM
ISHARES TR
+$776.0K
60,573
+4%
增持
TYL
TYLER TECHNOLOGIES INC
+$697.0K
8,749
+0%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$696.0K
409,122
-6%
增持
EBAY
EBAY INC.
-$551.0K
202,628
+1%
减持
NEE
NEXTERA ENERGY INC
+$522.0K
35,614
-0%
减持
MTCH
MATCH GROUP INC NEW
-$519.0K
20,547
-0%
增持
—
JOHNSON CTLS INTL PLC
+$516.0K
36,939
+1%
减持
OMC
OMNICOM GROUP INC
-$506.0K
183,622
-5%
减持
FNDE
SCHWAB STRATEGIC TR
-$461.0K
330,642
-0%
增持
EWX
SPDR INDEX SHS FDS
+$428.0K
34,681
+25%
增持
MSFT
MICROSOFT CORP
+$427.0K
7,645
+1%
增持
—
CHECK POINT SOFTWARE TECH LT
+$416.0K
80,883
+1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$380.0K
0
-100%
增持
QUAL
ISHARES TR
+$378.0K
22,967
+2%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$362.0K
75,243
-2%
减持
KHC
KRAFT HEINZ CO
-$340.0K
124,555
-5%
减持
VTIP
VANGUARD MALVERN FDS
-$315.0K
189,113
-1%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$295.0K
88,078
+11%
增持
SPTM
SPDR SER TR
+$293.0K
46,882
+2%
增持
USMF
WISDOMTREE TR
+$284.0K
62,837
+4%
清仓
—
MEDTRONIC PLC
-$278.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$243.0K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
-$243.0K
312,226
+0%
建仓
UNP
UNION PAC CORP
+$237.0K
942
清仓
GD
GENERAL DYNAMICS CORP
-$235.0K
0
-100%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$230.0K
2,590
建仓
PFE
PFIZER INC
+$228.0K
3,868
建仓
VRSK
VERISK ANALYTICS INC
+$226.0K
987
建仓
QCOM
QUALCOMM INC
+$225.0K
1,230
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$215.0K
40,039
-0%
清仓
CMCSA
COMCAST CORP NEW
-$214.0K
0
-100%
建仓
INFY
INFOSYS LTD
+$212.0K
8,384
减持
FNDA
SCHWAB STRATEGIC TR
+$211.0K
78,975
-0%
减持
PG
PROCTER AND GAMBLE CO
+$209.0K
9,713
-2%
增持
—
WORLD GOLD TR
+$209.0K
98,234
+9%
增持
CRM
SALESFORCE COM INC
-$204.0K
16,621
+2%
建仓
EQR
EQUITY RESIDENTIAL
+$203.0K
2,244
建仓
—
ACCENTURE PLC IRELAND
+$201.0K
484
增持
IMTM
ISHARES TR
+$188.0K
159,137
+3%
增持
NOW
SERVICENOW INC
+$186.0K
6,635
+0%
减持
GDX
VANECK ETF TR
+$184.0K
74,239
-0%
增持
GLD
SPDR GOLD TRUST
+$181.0K
25,014
+0%
减持
LOW
LOWES COS INC
+$176.0K
3,909
-5%
减持
IEFA
ISHARES TR
-$167.0K
36,671
-6%
减持
GOOGL
ALPHABET INC
-$166.0K
1,350
-11%
增持
MBB
ISHARES TR
+$156.0K
69,595
+3%
增持
VLUE
ISHARES TR
+$154.0K
12,132
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$152.0K
1,293
+2%
增持
FNDF
SCHWAB STRATEGIC TR
+$147.0K
641,190
+2%
增持
JPM
JPMORGAN CHASE & CO
-$135.0K
119,746
+3%
减持
IDXX
IDEXX LABS INC
+$134.0K
3,871
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$100.0K
32,386
+1%
增持
—
ISHARES INC
+$97.0K
154,810
+0%
增持
C
CITIGROUP INC
-$96.0K
10,441
+1%
增持
COST
COSTCO WHSL CORP NEW
+$94.0K
666
+6%
增持
AMZN
AMAZON COM INC
+$92.0K
660
+3%
增持
PEP
PEPSICO INC
+$89.0K
3,629
+1%
清仓
CX
CEMEX SAB DE CV
-$88.0K
0
-100%
减持
ABT
ABBOTT LABS
+$88.0K
4,558
-3%
减持
TDTT
FLEXSHARES TR
-$87.0K
161,143
-2%
减持
META
META PLATFORMS INC
-$78.0K
9,414
-2%
减持
AMAT
APPLIED MATLS INC
+$75.0K
2,755
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$63.0K
2,527
-4%
增持
SHOP
SHOPIFY INC
+$60.0K
964
+3%
增持
CVX
CHEVRON CORP NEW
+$60.0K
3,567
+1%
减持
—
EXXON MOBIL CORP
-$56.0K
9,165
-13%
增持
SCHO
SCHWAB STRATEGIC TR
+$54.0K
17,295
+7%
增持
INTF
ISHARES TR
+$50.0K
24,833
+8%
减持
QQQ
INVESCO QQQ TR
+$49.0K
1,817
-3%
增持
FNDC
SCHWAB STRATEGIC TR
-$49.0K
59,493
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$48.0K
608
+8%
减持
SPG
SIMON PPTY GROUP INC NEW
+$47.0K
1,795
-3%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$47.0K
9,423
-19%
增持
IGSB
ISHARES TR
+$46.0K
18,856
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$46.0K
37,334
+7%
减持
SCHB
SCHWAB STRATEGIC TR
-$44.0K
4,988
-15%
增持
LQD
ISHARES TR
+$44.0K
9,257
+4%
增持
VGT
VANGUARD WORLD FDS
+$43.0K
541
+6%
减持
IEMG
ISHARES INC
-$41.0K
14,909
-1%
减持
JNJ
JOHNSON & JOHNSON
+$40.0K
6,713
-2%
减持
SCHC
SCHWAB STRATEGIC TR
-$39.0K
54,287
-0%
增持
QEMM
SPDR INDEX SHS FDS
+$38.0K
10,882
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$36.0K
6,160
+0%
减持
IVV
ISHARES TR
+$33.0K
2,944
-8%
增持
MEAR
ISHARES U S ETF TR
+$31.0K
8,766
+8%
减持
SCHZ
SCHWAB STRATEGIC TR
-$30.0K
8,475
-6%
增持
BKNG
BOOKING HOLDINGS INC
+$28.0K
826
+0%
增持
NFLX
NETFLIX INC
+$27.0K
557
+10%
增持
ESGE
ISHARES INC
+$23.0K
18,136
+8%
减持
GE
GENERAL ELECTRIC CO
-$22.0K
2,196
-1%
减持
EFA
ISHARES TR
-$21.0K
2,813
-9%
减持
KOMP
SPDR SER TR
-$17.0K
8,614
-0%
增持
WMT
WALMART INC
+$15.0K
2,067
+1%
增持
SPEM
SPDR INDEX SHS FDS
-$15.0K
20,885
+1%
减持
VB
VANGUARD INDEX FDS
-$14.0K
6,050
-4%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$13.0K
31,112
+3%
减持
SCHG
SCHWAB STRATEGIC TR
-$12.0K
3,485
-11%
减持
AJG
GALLAGHER ARTHUR J & CO
-$10.0K
11,200
-13%
减持
SPDW
SPDR INDEX SHS FDS
+$10.0K
65,471
-0%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$4.0K
340
-15%
减持
FLOT
ISHARES TR
-$3.0K
5,622
-1%
减持
IVE
ISHARES TR
+$0
3,114
-7%
