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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 71
减持 49
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$10.4M
5,598
-96%
清仓
IEX
IDEX CORP
-$9.5M
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$8.0M
33,931
-82%
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。
增持
SPSB
SPDR SER TR
+$7.6M
285,687
+817%
增持
SCHO
SCHWAB STRATEGIC TR
+$6.8M
155,820
+801%
建仓
—
BROOKFIELD RENEWABLE CORP
+$6.1M
138,885
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$4.8M
108,616
-0%
建仓
VFMO
VANGUARD WELLINGTON FD
+$4.6M
36,111
清仓
TDTT
FLEXSHARES TR
-$4.2M
0
-100%
增持
HD
HOME DEPOT INC
-$4.0M
35,311
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
70,064
+1%
增持
NEM
NEWMONT CORP
+$3.9M
223,606
+0%
减持
MTUM
ISHARES TR
-$3.8M
42,715
-29%
增持
SCHX
SCHWAB STRATEGIC TR
-$3.7M
110,402
+31%
增持
SONY
SONY CORP
-$3.5M
160,991
+2%
增持
ROK
ROCKWELL AUTOMATION INC
-$3.1M
47,755
+1%
增持
TJX
TJX COS INC NEW
-$3.0M
220,129
+2%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.9M
0
-100%
建仓
ROL
ROLLINS INC
+$2.8M
79,677
清仓
Z
ZILLOW GROUP INC
-$2.6M
0
-100%
增持
OMC
OMNICOM GROUP INC
+$2.3M
185,594
+1%
清仓
GTLS
CHART INDS INC
-$2.3M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$2.2M
122,952
+3%
减持
OZK
BANK OZK
-$2.0M
498,461
-0%
增持
CDW
CDW CORP
-$1.9M
83,894
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.9M
137,532
+2%
增持
—
CHECK POINT SOFTWARE TECH LT
+$1.8M
81,494
+1%
增持
EBAY
EBAY INC.
-$1.8M
203,365
+0%
建仓
PODD
INSULET CORP
+$1.6M
6,172
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$1.6M
65,272
建仓
SPIB
SPDR SER TR
+$1.5M
44,922
增持
IMTM
ISHARES TR
+$1.4M
211,560
+33%
增持
MELI
MERCADOLIBRE INC
-$1.4M
11,288
+3%
增持
FDX
FEDEX CORP
-$1.4M
63,093
+2%
清仓
SHOP
SHOPIFY INC
-$1.3M
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.3M
606,074
-5%
减持
SHW
SHERWIN WILLIAMS CO
-$1.2M
10,372
-3%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
17,731
+42%
增持
GNRC
GENERAC HLDGS INC
-$1.1M
20,780
+0%
增持
AMGN
AMGEN INC
+$1.1M
56,881
+1%
增持
META
META PLATFORMS INC
-$1.1M
9,474
+1%
减持
LQD
ISHARES TR
-$1.0M
1,833
-80%
减持
PAYC
PAYCOM SOFTWARE INC
-$994.0K
12,895
-2%
增持
HXL
HEXCEL CORP NEW
+$948.0K
121,984
+0%
增持
DIS
DISNEY WALT CO
-$914.0K
84,307
+5%
减持
SCHF
SCHWAB STRATEGIC TR
-$896.0K
100,850
-15%
增持
FNDX
SCHWAB STRATEGIC TR
+$864.0K
258,087
+6%
减持
TYL
TYLER TECHNOLOGIES INC
-$863.0K
8,641
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$855.0K
41,806
+19%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$845.0K
35,843
建仓
SHYG
ISHARES TR
+$825.0K
18,761
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$788.0K
5,936
-4%
减持
NOW
SERVICENOW INC
-$765.0K
6,361
-4%
建仓
IEI
ISHARES TR
+$763.0K
6,249
减持
FNDE
SCHWAB STRATEGIC TR
-$754.0K
327,910
-1%
减持
—
WORLD GOLD TR
+$717.0K
65,062
-34%
增持
CRM
SALESFORCE COM INC
-$679.0K
16,696
+0%
增持
SYY
SYSCO CORP
+$663.0K
156,095
+1%
增持
GOOG
ALPHABET INC
-$620.0K
7,140
+0%
减持
MTCH
MATCH GROUP INC NEW
-$581.0K
19,641
-4%
增持
V
VISA INC
+$580.0K
67,334
+2%
增持
SCHA
SCHWAB STRATEGIC TR
-$578.0K
57,819
+79%
减持
MBB
ISHARES TR
-$558.0K
67,916
-2%
减持
IEFA
ISHARES TR
-$553.0K
31,419
-14%
增持
—
JOHNSON CTLS INTL PLC
+$552.0K
54,233
+47%
增持
KHC
KRAFT HEINZ CO
+$548.0K
127,453
+2%
增持
AAPL
APPLE INC
-$524.0K
185,399
+0%
建仓
IBDS
ISHARES TR
+$511.0K
20,475
增持
SCHE
SCHWAB STRATEGIC TR
-$487.0K
315,485
+1%
减持
HYS
PIMCO ETF TR
-$463.0K
2,354
-66%
清仓
MEAR
ISHARES U S ETF TR
-$439.0K
0
-100%
增持
IDXX
IDEXX LABS INC
-$430.0K
3,874
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
-$416.0K
8,500
-24%
减持
FCX
FREEPORT-MCMORAN INC
+$391.0K
89,636
-8%
清仓
IBB
ISHARES TR
-$354.0K
0
-100%
建仓
IBDT
ISHARES TR
+$354.0K
13,431
增持
PGHY
INVESCO EXCH TRADED FD TR II
-$346.0K
421,124
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$341.0K
215,837
+5%
清仓
NFLX
NETFLIX INC
-$336.0K
0
-100%
减持
FLRN
SPDR SER TR
-$335.0K
280,972
-3%
减持
NEE
NEXTERA ENERGY INC
-$315.0K
35,528
-0%
增持
CTAS
CINTAS CORP
-$297.0K
32,752
+2%
增持
HDB
HDFC BANK LTD
-$293.0K
311,166
+4%
清仓
ARKG
ARK ETF TR
-$244.0K
0
-100%
减持
GLD
SPDR GOLD TRUST
+$240.0K
24,996
-0%
建仓
IJT
ISHARES TR
+$231.0K
1,846
增持
CHE
CHEMED CORP NEW
-$231.0K
24,655
+3%
建仓
MDYG
SPDR SER TR
+$230.0K
3,095
清仓
PFE
PFIZER INC
-$228.0K
0
-100%
减持
TSLA
TESLA INC
-$227.0K
8,435
-4%
清仓
QCOM
QUALCOMM INC
-$225.0K
0
-100%
清仓
EFA
ISHARES TR
-$221.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$220.0K
1,327
-2%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$218.0K
97,008
+10%
清仓
GE
GENERAL ELECTRIC CO
-$207.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$205.0K
7,675
+0%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$202.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$202.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$201.0K
0
-100%
增持
—
ISHARES INC
-$182.0K
158,724
+3%
减持
IVV
ISHARES TR
-$174.0K
2,712
-8%
减持
QQQ
INVESCO QQQ TR
-$159.0K
1,556
-14%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$139.0K
40,228
+0%
减持
CVX
CHEVRON CORP NEW
+$137.0K
3,413
-4%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$136.0K
74,940
-0%
增持
SPDW
SPDR INDEX SHS FDS
-$126.0K
65,989
+1%
增持
ABNB
AIRBNB INC
+$125.0K
23,354
+0%
减持
PG
PROCTER AND GAMBLE CO
-$111.0K
9,673
-0%
减持
—
EXXON MOBIL CORP
+$111.0K
8,130
-11%
减持
—
ABIOMED INC
-$99.0K
967
-17%
增持
SCHB
SCHWAB STRATEGIC TR
-$97.0K
8,740
+75%
增持
FNDA
SCHWAB STRATEGIC TR
-$93.0K
80,415
+2%
增持
QUAL
ISHARES TR
-$91.0K
24,156
+5%
减持
AMAT
APPLIED MATLS INC
-$86.0K
2,640
-4%
增持
NVO
NOVO-NORDISK A S
-$73.0K
84,837
+0%
增持
C
CITIGROUP INC
-$69.0K
10,529
+1%
减持
RPM
RPM INTL INC
-$65.0K
2,613
-5%
减持
AMZN
AMAZON COM INC
-$62.0K
656
-1%
增持
SCHG
SCHWAB STRATEGIC TR
-$58.0K
6,852
+97%
减持
ESGE
ISHARES INC
-$56.0K
18,103
-0%
增持
USMF
WISDOMTREE TR
+$52.0K
65,626
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$48.0K
2,305
-9%
增持
SPEM
SPDR INDEX SHS FDS
-$43.0K
21,329
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$42.0K
8,200
-3%
减持
GDX
VANECK ETF TR
-$42.0K
60,903
-18%
增持
INTF
ISHARES TR
+$41.0K
27,351
+10%
增持
FNDC
SCHWAB STRATEGIC TR
-$41.0K
61,708
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$38.0K
555
-9%
增持
BKNG
BOOKING HOLDINGS INC
-$37.0K
828
+0%
减持
SCHP
SCHWAB STRATEGIC TR
-$37.0K
6,712
-5%
减持
VGT
VANGUARD WORLD FDS
-$35.0K
511
-6%
减持
JNJ
JOHNSON & JOHNSON
+$33.0K
6,662
-1%
增持
IGSB
ISHARES TR
-$31.0K
19,052
+1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$31.0K
31,419
+1%
增持
SCHC
SCHWAB STRATEGIC TR
-$30.0K
57,740
+6%
增持
KOMP
SPDR SER TR
-$29.0K
9,222
+7%
增持
SPTM
SPDR SER TR
+$25.0K
49,747
+6%
增持
IEMG
ISHARES INC
+$18.0K
16,373
+10%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$17.0K
38,305
+3%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$16.0K
3,887
+12%
减持
IVE
ISHARES TR
-$14.0K
3,045
-2%
增持
QEMM
SPDR INDEX SHS FDS
+$12.0K
11,666
+7%
增持
EWX
SPDR INDEX SHS FDS
-$11.0K
36,104
+4%
增持
VLUE
ISHARES TR
-$10.0K
12,604
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$8.0K
1,288
-0%
增持
COST
COSTCO WHSL CORP NEW
+$6.0K
667
+0%
减持
EBC
EASTERN BANKSHARES INC
+$6.0K
33,500
-6%
减持
FLOT
ISHARES TR
-$4.0K
5,572
-1%
减持
WMT
WALMART INC
+$4.0K
2,037
-1%
增持
WY
WEYERHAEUSER CO MTN BE
-$4.0K
11,200
+8%
