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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 146 项
建仓 5
增持 61
减持 70
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MBB
ISHARES TR
-$6.1M
3,029
-95%
减持
NEM
NEWMONT CORP
-$5.0M
193,118
-12%
增持
FDX
FEDEX CORP
-$4.5M
67,937
+6%
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
USFR
WISDOMTREE TR
-$4.4M
147,666
-37%
建仓
SCHO
SCHWAB STRATEGIC TR
+$4.3M
90,011
建仓
NKE
NIKE INC
+$4.1M
49,167
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.0M
213,198
-2%
增持
SONY
SONY GROUP CORPORATION
-$2.7M
166,403
+2%
减持
—
ISHARES INC
-$2.5M
76,347
-53%
减持
FNDF
SCHWAB STRATEGIC TR
-$2.3M
587,386
-3%
增持
VFMO
VANGUARD WELLINGTON FD
+$2.2M
119,496
+22%
减持
MELI
MERCADOLIBRE INC
+$2.2M
12,050
-1%
减持
GNRC
GENERAC HLDGS INC
-$2.1M
11,636
-42%
增持
HDB
HDFC BANK LTD
+$2.1M
333,308
+6%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$2.1M
101,797
-4%
增持
SYY
SYSCO CORP
-$2.0M
159,749
+2%
建仓
FCN
FTI CONSULTING INC
+$1.8M
10,977
增持
GOOG
ALPHABET INC
-$1.8M
152,178
+1926%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.8M
246,111
-8%
清仓
GDX
VANECK ETF TR
-$1.7M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$1.6M
116,281
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.6M
141,640
+3%
增持
TJX
TJX COS INC NEW
+$1.6M
223,796
+1%
增持
MSFT
MICROSOFT CORP
+$1.4M
14,421
+89%
减持
NVO
NOVO-NORDISK A S
-$1.4M
79,383
-5%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$1.3M
32,649
增持
PODD
INSULET CORP
+$1.3M
11,302
+84%
减持
SPIB
SPDR SER TR
-$1.2M
289,149
-8%
增持
V
VISA INC
-$1.2M
67,380
+1%
清仓
HYS
PIMCO ETF TR
-$1.1M
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.1M
334,187
-1%
增持
OZK
BANK OZK
+$1.1M
498,188
+0%
减持
AMGN
AMGEN INC
-$1.0M
56,443
-0%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.0M
50,329
+2%
减持
TD
TORONTO DOMINION BK ONT
-$991.0K
15,165
-48%
减持
FNDE
SCHWAB STRATEGIC TR
-$965.0K
345,223
-1%
增持
TSLA
TESLA INC
+$937.0K
25,048
+196%
减持
—
CHECK POINT SOFTWARE TECH LT
-$927.0K
79,619
-2%
增持
DIS
DISNEY WALT CO
+$862.0K
91,795
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$830.0K
43,265
-8%
清仓
FCX
FREEPORT-MCMORAN INC
-$769.0K
0
-100%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$712.0K
58,942
-17%
减持
NOW
SERVICENOW INC
-$688.0K
5,929
-4%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$676.0K
407,309
+11%
增持
ROL
ROLLINS INC
+$651.0K
99,047
+24%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$628.0K
90,909
+13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$614.0K
5,687
-4%
减持
PAYC
PAYCOM SOFTWARE INC
+$608.0K
12,356
-0%
减持
CRM
SALESFORCE INC
-$574.0K
15,474
-9%
减持
FNDA
SCHWAB STRATEGIC TR
-$532.0K
77,044
-8%
减持
SCHF
SCHWAB STRATEGIC TR
-$465.0K
84,489
-6%
增持
IMTM
ISHARES TR
+$464.0K
276,252
+19%
减持
—
BROOKFIELD RENEWABLE CORP
-$461.0K
140,481
-1%
减持
HGTY
HAGERTY INC
-$448.0K
178,486
-0%
增持
HXL
HEXCEL CORP NEW
+$442.0K
132,472
+8%
减持
CTAS
CINTAS CORP
+$436.0K
32,372
-0%
增持
KHC
KRAFT HEINZ CO
-$421.0K
138,525
+5%
增持
ABNB
AIRBNB INC
+$404.0K
22,603
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$399.0K
95,550
-4%
减持
GLD
SPDR GOLD TR
-$396.0K
24,651
-1%
减持
META
META PLATFORMS INC
-$385.0K
8,076
-12%
减持
IEFA
ISHARES TR
-$362.0K
27,013
-11%
增持
GOOGL
ALPHABET INC
-$306.0K
25,940
+1928%
减持
SPDW
SPDR INDEX SHS FDS
-$286.0K
63,542
-5%
增持
CHE
CHEMED CORP NEW
-$278.0K
26,304
+5%
建仓
SPSB
SPDR SER TR
+$263.0K
9,013
减持
MTUM
ISHARES TR
-$253.0K
3,014
-37%
清仓
AMAT
APPLIED MATLS INC
-$240.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$232.0K
10,392
-21%
减持
FNDC
SCHWAB STRATEGIC TR
-$228.0K
60,934
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$225.0K
70,441
+1%
增持
LOVE
LOVESAC COMPANY
-$222.0K
31,981
+1%
清仓
SYK
STRYKER CORPORATION
-$220.0K
0
-100%
清仓
EL
LAUDER ESTEE COS INC
-$215.0K
0
-100%
减持
IVV
ISHARES TR
-$210.0K
2,522
-14%
清仓
D
DOMINION ENERGY INC
-$208.0K
0
-100%
清仓
WMT
WALMART INC
-$206.0K
0
-100%
清仓
—
LINDE PLC
-$203.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$201.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$192.0K
7,287
+3%
减持
QUAL
ISHARES TR
-$191.0K
24,087
-0%
减持
ORCL
ORACLE CORP
-$189.0K
20,392
-1%
增持
SCHC
SCHWAB STRATEGIC TR
-$188.0K
58,909
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$173.0K
16,368
-19%
增持
PG
PROCTER AND GAMBLE CO
-$165.0K
9,760
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$163.0K
780
-6%
减持
EWX
SPDR INDEX SHS FDS
-$160.0K
36,964
-2%
减持
INTF
ISHARES TR
-$158.0K
24,458
-14%
增持
TYL
TYLER TECHNOLOGIES INC
+$158.0K
8,335
+1%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$145.0K
337,748
+7%
增持
SHW
SHERWIN WILLIAMS CO
-$143.0K
10,719
+3%
减持
AAPL
APPLE INC
+$129.0K
184,212
-1%
减持
IDXX
IDEXX LABS INC
-$126.0K
3,731
-2%
减持
—
EXXON MOBIL CORP
-$125.0K
4,983
-24%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
-$124.0K
109,717
+8%
增持
GLDM
WORLD GOLD TR
-$115.0K
68,391
+4%
减持
SPEM
SPDR INDEX SHS FDS
-$115.0K
20,212
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$111.0K
1,552
+18%
减持
QEMM
SPDR INDEX SHS FDS
-$109.0K
11,263
-7%
增持
CDW
CDW CORP
-$102.0K
83,908
+0%
减持
ESGE
ISHARES INC
-$97.0K
18,968
-1%
增持
XSOE
WISDOMTREE TR
+$88.0K
13,276
+59%
增持
JNJ
JOHNSON & JOHNSON
-$84.0K
5,976
+0%
增持
OMC
OMNICOM GROUP INC
+$82.0K
189,137
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$80.0K
6,260
-18%
减持
VTIP
VANGUARD MALVERN FDS
-$78.0K
6,677
-16%
增持
—
JOHNSON CTLS INTL PLC
+$78.0K
53,028
+0%
减持
FLRN
SPDR SER TR
-$77.0K
22,876
-11%
减持
SCHP
SCHWAB STRATEGIC TR
-$74.0K
5,666
-14%
减持
CVX
CHEVRON CORP NEW
-$69.0K
2,968
-13%
增持
VLUE
ISHARES TR
-$69.0K
13,415
+4%
增持
NEE
NEXTERA ENERGY INC
+$65.0K
35,422
+1%
减持
ABT
ABBOTT LABS
-$56.0K
4,632
-0%
增持
COST
COSTCO WHSL CORP NEW
+$54.0K
801
+18%
增持
LOW
LOWES COS INC
+$52.0K
3,790
+0%
减持
HD
HOME DEPOT INC
+$50.0K
36,125
-0%
减持
SCHB
SCHWAB STRATEGIC TR
-$47.0K
7,415
-8%
增持
C
CITIGROUP INC
-$41.0K
10,739
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$40.0K
2,360
+2%
减持
QQQ
INVESCO QQQ TR
-$38.0K
1,492
-4%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$35.0K
35,721
-2%
增持
USMF
WISDOMTREE TR
-$33.0K
71,575
+5%
减持
IVE
ISHARES TR
-$32.0K
3,115
-1%
减持
MCD
MCDONALDS CORP
-$28.0K
1,546
-1%
增持
IEMG
ISHARES INC
+$26.0K
16,137
+18%
减持
KOMP
SPDR SER TR
-$26.0K
8,712
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.0K
1,060
+2%
增持
KO
COCA COLA CO
-$23.0K
3,809
+2%
增持
MA
MASTERCARD INCORPORATED
-$23.0K
909
+2%
增持
IBDS
ISHARES TR
-$21.0K
24,922
+0%
增持
SPTM
SPDR SER TR
-$19.0K
52,789
+5%
增持
IEI
ISHARES TR
-$19.0K
6,924
+2%
减持
SCHG
SCHWAB STRATEGIC TR
-$18.0K
7,075
-1%
减持
IJT
ISHARES TR
-$17.0K
2,090
-4%
增持
IGSB
ISHARES TR
-$17.0K
22,559
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$17.0K
119,330
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$16.0K
46,165
+1%
减持
FLOT
ISHARES TR
-$16.0K
4,876
-7%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$14.0K
39,211
-3%
减持
MDYG
SPDR SER TR
-$13.0K
3,498
-5%
减持
PAYX
PAYCHEX INC
-$12.0K
1,974
-4%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$10.0K
4,094
-4%
增持
IBDT
ISHARES TR
-$9.0K
14,487
+2%
增持
SHYG
ISHARES TR
+$9.0K
21,959
+3%
增持
SPY
SPDR S&P 500 ETF TR
-$6.0K
561
+3%
增持
PEP
PEPSICO INC
-$4.0K
3,644
+1%
