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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 8
增持 63
减持 61
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE TR
+$11.9M
235,631
清仓
EBAY
EBAY INC.
-$11.6M
0
-100%
增持
SPIB
SPDR SER TR
+$8.7M
314,694
+601%
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。
清仓
SPSB
SPDR SER TR
-$8.6M
0
-100%
减持
FLRN
SPDR SER TR
-$7.8M
25,571
-91%
清仓
SCHO
SCHWAB STRATEGIC TR
-$7.7M
0
-100%
建仓
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$7.1M
316,564
减持
AAPL
APPLE INC
-$7.0M
185,261
-0%
减持
MTUM
ISHARES TR
-$6.5M
4,755
-89%
增持
VFMO
VANGUARD WELLINGTON FD
+$5.9M
97,795
+171%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.7M
69,716
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.7M
80,320
+1335%
增持
MELI
MERCADOLIBRE INC
-$5.6M
12,230
+8%
减持
NEM
NEWMONT CORP
-$4.6M
220,006
-2%
增持
OMC
OMNICOM GROUP INC
-$3.9M
186,301
+0%
减持
DIS
DISNEY WALT CO
-$3.8M
82,591
-2%
减持
NVDA
NVIDIA CORPORATION
-$3.8M
7,103
-60%
减持
FCX
FREEPORT-MCMORAN INC
-$3.7M
26,278
-71%
增持
ROK
ROCKWELL AUTOMATION INC
-$3.6M
49,256
+3%
增持
GOOG
ALPHABET INC
-$3.5M
7,511
+5%
增持
TSLA
TESLA INC
-$3.4M
8,475
+0%
增持
SONY
SONY GROUP CORPORATION
-$3.2M
162,844
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.1M
138,054
+0%
减持
JPM
JPMORGAN CHASE & CO
-$3.0M
122,520
-0%
建仓
—
CORE SCIENTIFIC INC
+$2.6M
1,768,072
减持
OZK
BANK OZK
-$2.6M
497,106
-0%
清仓
—
WORLD GOLD TR
-$2.5M
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
-$2.4M
604,171
-0%
建仓
GLDM
WORLD GOLD TR
+$2.4M
66,068
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$2.2M
106,568
-2%
清仓
MTCH
MATCH GROUP INC NEW
-$2.1M
0
-100%
建仓
HGTY
HAGERTY INC
+$2.1M
178,719
减持
ABNB
AIRBNB INC
-$2.0M
22,114
-5%
减持
GNRC
GENERAC HLDGS INC
-$2.0M
20,004
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.9M
20,320
-65%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.9M
118,197
+230%
减持
CDW
CDW CORP
-$1.8M
83,764
-0%
减持
CTAS
CINTAS CORP
-$1.8M
32,473
-1%
减持
V
VISA INC
-$1.8M
66,786
-1%
增持
HDB
HDFC BANK LTD
-$1.7M
315,443
+1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.6M
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
-$1.5M
266,207
+3%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.5M
99,550
-10%
减持
—
CHECK POINT SOFTWARE TECH LT
-$1.4M
80,848
-1%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$1.4M
365,320
-13%
减持
VTIP
VANGUARD MALVERN FDS
-$1.3M
7,961
-77%
减持
TYL
TYLER TECHNOLOGIES INC
-$1.1M
8,236
-5%
增持
—
BROOKFIELD RENEWABLE CORP
-$1.0M
141,863
+2%
减持
—
JOHNSON CTLS INTL PLC
-$1.0M
52,883
-2%
减持
PAYC
PAYCOM SOFTWARE INC
-$998.0K
12,384
-4%
增持
TJX
TJX COS INC NEW
-$988.0K
221,079
+0%
增持
HYS
PIMCO ETF TR
+$913.0K
12,871
+447%
减持
GOOGL
ALPHABET INC
-$904.0K
1,279
-4%
建仓
LOVE
LOVESAC COMPANY
+$874.0K
31,764
减持
SCHF
SCHWAB STRATEGIC TR
-$861.0K
90,355
-10%
增持
HXL
HEXCEL CORP NEW
-$845.0K
122,522
+0%
增持
—
ISHARES INC
-$837.0K
161,202
+2%
减持
IDXX
IDEXX LABS INC
-$777.0K
3,825
-1%
增持
CRM
SALESFORCE INC
-$745.0K
16,968
+2%
增持
AMZN
AMAZON COM INC
-$733.0K
13,235
+1918%
增持
CHE
CHEMED CORP NEW
-$728.0K
25,055
+2%
增持
GDX
VANECK ETF TR
-$658.0K
61,278
+1%
增持
HD
HOME DEPOT INC
-$652.0K
36,161
+2%
减持
META
META PLATFORMS INC
-$626.0K
9,184
-3%
减持
NOW
SERVICENOW INC
-$615.0K
6,156
-3%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$604.0K
70,749
-6%
减持
MBB
ISHARES TR
-$585.0K
64,966
-4%
减持
QUAL
ISHARES TR
-$557.0K
24,118
-0%
增持
IMTM
ISHARES TR
-$546.0K
232,393
+10%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$526.0K
5,952
+0%
增持
SYY
SYSCO CORP
+$512.0K
156,502
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$500.0K
826
-0%
增持
FNDA
SCHWAB STRATEGIC TR
-$491.0K
84,159
+5%
增持
FNDE
SCHWAB STRATEGIC TR
-$436.0K
349,305
+7%
增持
SPTM
SPDR SER TR
-$417.0K
50,506
+2%
减持
MSFT
MICROSOFT CORP
-$411.0K
7,611
-1%
减持
IEFA
ISHARES TR
-$399.0K
30,324
-3%
增持
SCHC
SCHWAB STRATEGIC TR
-$369.0K
58,375
+1%
增持
SPDW
SPDR INDEX SHS FDS
-$337.0K
66,732
+1%
减持
GLD
SPDR GOLD TR
-$307.0K
24,987
-0%
减持
PODD
INSULET CORP
-$303.0K
6,151
-0%
减持
NEE
NEXTERA ENERGY INC
-$298.0K
35,016
-1%
增持
FNDC
SCHWAB STRATEGIC TR
-$298.0K
61,981
+0%
减持
ORCL
ORACLE CORP
-$285.0K
20,520
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$256.0K
47,209
+13%
增持
SHW
SHERWIN WILLIAMS CO
-$251.0K
10,442
+1%
减持
IEMG
ISHARES INC
-$242.0K
13,621
-17%
建仓
XSOE
WISDOMTREE TR
+$239.0K
8,348
清仓
SPG
SIMON PPTY GROUP INC NEW
-$236.0K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$232.0K
0
-100%
清仓
IWM
ISHARES TR
-$228.0K
0
-100%
清仓
NKE
NIKE INC
-$226.0K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$224.0K
0
-100%
清仓
REZ
ISHARES TR
-$224.0K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
-$222.0K
336,443
+7%
清仓
LQD
ISHARES TR
-$222.0K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$213.0K
0
-100%
清仓
RPM
RPM INTL INC
-$213.0K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$212.0K
0
-100%
增持
USMF
WISDOMTREE TR
-$211.0K
68,368
+4%
清仓
INFY
INFOSYS LTD
-$209.0K
0
-100%
建仓
—
LINDE PLC
+$203.0K
706
增持
EWX
SPDR INDEX SHS FDS
-$202.0K
37,906
+5%
清仓
EQR
EQUITY RESIDENTIAL
-$202.0K
0
-100%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
-$184.0K
101,884
+5%
减持
NVO
NOVO-NORDISK A S
-$157.0K
83,134
-2%
增持
VLUE
ISHARES TR
-$151.0K
12,891
+2%
增持
IGSB
ISHARES TR
+$144.0K
22,328
+17%
减持
AJG
GALLAGHER ARTHUR J & CO
-$144.0K
8,220
-3%
减持
EBC
EASTERN BANKSHARES INC
-$141.0K
31,500
-6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$136.0K
45,824
+20%
减持
WY
WEYERHAEUSER CO MTN BE
-$133.0K
8,800
-21%
减持
LOW
LOWES COS INC
-$130.0K
3,779
-3%
增持
QQQ
INVESCO QQQ TR
-$127.0K
1,559
+0%
减持
KO
COCA COLA CO
-$126.0K
3,746
-36%
减持
JNJ
JOHNSON & JOHNSON
-$121.0K
5,970
-10%
减持
KOMP
SPDR SER TR
-$117.0K
8,923
-3%
减持
SYK
STRYKER CORPORATION
-$116.0K
1,106
-12%
增持
IVV
ISHARES TR
-$115.0K
2,941
+8%
减持
—
EXXON MOBIL CORP
-$112.0K
6,545
-19%
减持
SCHB
SCHWAB STRATEGIC TR
-$109.0K
8,102
-7%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$101.0K
40,233
+0%
增持
SCHG
SCHWAB STRATEGIC TR
-$100.0K
7,118
+4%
减持
WMT
WALMART INC
-$97.0K
1,697
-17%
增持
INTF
ISHARES TR
-$87.0K
28,482
+4%
增持
IBDS
ISHARES TR
+$83.0K
24,864
+21%
增持
PG
PROCTER AND GAMBLE CO
-$81.0K
9,718
+0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$74.0K
36,383
+16%
增持
C
CITIGROUP INC
-$73.0K
10,630
+1%
减持
PAYX
PAYCHEX INC
-$68.0K
2,054
-7%
增持
QEMM
SPDR INDEX SHS FDS
-$67.0K
12,072
+3%
增持
CVX
CHEVRON CORP NEW
-$61.0K
3,416
+0%
增持
COST
COSTCO WHSL CORP NEW
-$60.0K
676
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$59.0K
217,816
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$51.0K
7,602
-7%
增持
IEI
ISHARES TR
+$47.0K
6,785
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$45.0K
546
-2%
增持
ESGE
ISHARES INC
-$43.0K
19,254
+6%
增持
SHYG
ISHARES TR
+$43.0K
21,398
+14%
增持
IVE
ISHARES TR
-$42.0K
3,142
+3%
减持
SCHP
SCHWAB STRATEGIC TR
-$40.0K
6,583
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$39.0K
1,552
-3%
增持
MA
MASTERCARD INCORPORATED
-$37.0K
891
+0%
增持
ABT
ABBOTT LABS
-$35.0K
4,636
+2%
减持
D
DOMINION ENERGY INC
-$30.0K
2,612
-7%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$28.0K
4,273
+10%
增持
KHC
KRAFT HEINZ CO
+$21.0K
132,181
+4%
减持
FLOT
ISHARES TR
-$20.0K
5,222
-6%
减持
AMGN
AMGEN INC
+$16.0K
56,601
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.0K
1,310
+2%
