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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 11
增持 37
减持 89
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
BROOKFIELD RENEWABLE CORP
-$4.6M
0
-100%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$4.0M
391,387
-21%
建仓
—
ACCENTURE PLC IRELAND
+$4.0M
14,868
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
AAPL
APPLE INC
-$3.6M
167,885
-9%
增持
TSLA
TESLA INC
-$3.4M
26,320
+5%
减持
JPM
JPMORGAN CHASE & CO
+$2.4M
108,710
-7%
减持
NVO
NOVO-NORDISK A S
+$2.4M
76,170
-4%
建仓
—
ASML HOLDING N V
+$2.4M
4,371
清仓
—
CORE SCIENTIFIC INC
-$2.3M
0
-100%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$2.2M
29,575
-50%
建仓
BRBR
BELLRING BRANDS INC
+$2.2M
84,482
清仓
GNRC
GENERAC HLDGS INC
-$2.1M
0
-100%
建仓
—
SVB FINANCIAL GROUP
+$2.0M
8,601
建仓
—
PROVENTION BIO INC
+$1.9M
184,271
减持
FNDF
SCHWAB STRATEGIC TR
+$1.9M
575,132
-2%
增持
IMTM
ISHARES TR
+$1.9M
302,190
+9%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$1.8M
93,982
-8%
增持
SPIB
SPDR SER TR
+$1.7M
338,903
+17%
减持
GOOG
ALPHABET INC
-$1.7M
145,738
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.7M
50,802
+17%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.6M
250,314
+2%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.6M
124,724
+4%
减持
TJX
TJX COS INC NEW
+$1.6M
194,399
-13%
减持
DIS
DISNEY WALT CO
-$1.5M
81,858
-11%
减持
HGTY
HAGERTY INC
-$1.5M
10,863
-94%
增持
HALO
HALOZYME THERAPEUTICS INC
+$1.5M
49,226
+51%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.3M
117,480
+31%
减持
SONY
SONY GROUP CORPORATION
+$1.3M
156,837
-6%
增持
IDXX
IDEXX LABS INC
+$1.2M
5,991
+61%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
12,400
减持
SYY
SYSCO CORP
-$1.0M
134,039
-16%
清仓
VB
VANGUARD INDEX FDS
-$1.0M
0
-100%
减持
—
CHECK POINT SOFTWARE TECH LT
-$939.0K
63,254
-21%
减持
SCHX
SCHWAB STRATEGIC TR
-$938.0K
68,853
-28%
减持
ROK
ROCKWELL AUTOMATION INC
+$882.0K
45,457
-10%
减持
OMC
OMNICOM GROUP INC
+$828.0K
156,441
-17%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$780.0K
79,440
-13%
减持
NKE
NIKE INC
+$780.0K
41,593
-15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$765.0K
186,032
-13%
减持
AMGN
AMGEN INC
-$759.0K
45,547
-19%
减持
GOOGL
ALPHABET INC
-$746.0K
19,670
-24%
减持
SCHF
SCHWAB STRATEGIC TR
-$738.0K
50,898
-40%
增持
SCHE
SCHWAB STRATEGIC TR
+$737.0K
347,401
+4%
减持
—
JOHNSON CTLS INTL PLC
-$730.0K
29,376
-45%
减持
ABNB
AIRBNB INC
-$686.0K
19,747
-13%
增持
FCN
FTI CONSULTING INC
+$667.0K
15,652
+43%
增持
FNDE
SCHWAB STRATEGIC TR
+$599.0K
350,725
+2%
减持
HDB
HDFC BANK LTD
+$575.0K
293,048
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$549.0K
443
-71%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$539.0K
117,374
+7%
减持
USFR
WISDOMTREE TR
-$535.0K
137,055
-7%
增持
FNDA
SCHWAB STRATEGIC TR
+$533.0K
81,527
+6%
减持
TYL
TYLER TECHNOLOGIES INC
-$529.0K
7,342
-12%
减持
PODD
INSULET CORP
+$483.0K
10,449
-8%
减持
AMZN
AMAZON COM INC
-$462.0K
8,478
-18%
减持
MELI
MERCADOLIBRE INC
-$456.0K
11,248
-7%
减持
TD
TORONTO DOMINION BK ONT
-$454.0K
7,357
-51%
减持
PAYC
PAYCOM SOFTWARE INC
-$425.0K
11,768
-5%
清仓
MTUM
ISHARES TR
-$395.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$378.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$375.0K
28,737
-19%
增持
QUAL
ISHARES TR
+$364.0K
25,163
+4%
增持
IEI
ISHARES TR
+$352.0K
9,952
+44%
减持
PG
PROCTER AND GAMBLE CO
-$347.0K
5,838
-40%
减持
JNJ
JOHNSON & JOHNSON
-$345.0K
3,572
-40%
减持
IEMG
ISHARES INC
-$339.0K
7,598
-53%
减持
FLRN
SPDR SER TR
-$328.0K
12,012
-47%
增持
FNDC
SCHWAB STRATEGIC TR
+$327.0K
63,476
+4%
减持
ORCL
ORACLE CORP
+$326.0K
19,215
-6%
增持
USMF
WISDOMTREE TR
+$325.0K
73,683
+3%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$322.0K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$321.0K
0
-100%
减持
META
META PLATFORMS INC
-$320.0K
6,451
-20%
减持
PEP
PEPSICO INC
-$320.0K
1,523
-58%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$315.0K
418,044
+3%
减持
HD
HOME DEPOT INC
+$313.0K
32,549
-10%
减持
GLD
SPDR GOLD TR
+$303.0K
24,265
-2%
增持
SCHC
SCHWAB STRATEGIC TR
+$290.0K
61,162
+4%
增持
SPTM
SPDR SER TR
+$289.0K
55,356
+5%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$281.0K
353,592
+5%
清仓
SPSB
SPDR SER TR
-$263.0K
0
-100%
减持
CRM
SALESFORCE INC
-$262.0K
14,815
-4%
清仓
MA
MASTERCARD INCORPORATED
-$258.0K
0
-100%
增持
EWX
SPDR INDEX SHS FDS
+$250.0K
39,516
+7%
减持
EBC
EASTERN BANKSHARES INC
-$243.0K
21,815
-31%
清仓
—
ABIOMED INC
-$238.0K
0
-100%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$233.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$223.0K
61,612
-13%
减持
LLY
LILLY ELI & CO
-$222.0K
1,925
-33%
建仓
SYK
STRYKER CORPORATION
+$220.0K
899
建仓
MRK
MERCK & CO INC
+$217.0K
1,960
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$214.0K
4,865
增持
VLUE
ISHARES TR
+$214.0K
14,391
+7%
建仓
PSX
PHILLIPS 66
+$212.0K
2,035
建仓
SPG
SIMON PPTY GROUP INC NEW
+$211.0K
1,795
清仓
SPY
SPDR S&P 500 ETF TR
-$200.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$182.0K
647
-39%
减持
MSFT
MICROSOFT CORP
-$169.0K
13,300
-8%
减持
FDX
FEDEX CORP
+$164.0K
59,187
-13%
减持
ROL
ROLLINS INC
+$153.0K
98,190
-1%
增持
INTF
ISHARES TR
+$143.0K
26,635
+9%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$142.0K
128,454
-9%
减持
NVDA
NVIDIA CORPORATION
+$138.0K
7,002
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$122.0K
12,262
-25%
减持
MCD
MCDONALDS CORP
-$119.0K
904
-42%
减持
NEM
NEWMONT CORP
+$115.0K
174,412
-10%
减持
IEFA
ISHARES TR
+$114.0K
24,937
-8%
增持
—
ISHARES INC
+$110.0K
77,291
+1%
减持
SHW
SHERWIN WILLIAMS CO
+$105.0K
9,690
-10%
增持
ESGE
ISHARES INC
+$105.0K
20,944
+10%
减持
KHC
KRAFT HEINZ CO
-$102.0K
110,978
-20%
增持
IGSB
ISHARES TR
+$99.0K
24,312
+8%
减持
ABT
ABBOTT LABS
-$94.0K
3,222
-30%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$92.0K
4,924
-13%
减持
V
VISA INC
-$92.0K
57,171
-15%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$92.0K
33,761
-14%
减持
HXL
HEXCEL CORP NEW
+$88.0K
117,903
-11%
减持
CTAS
CINTAS CORP
-$88.0K
27,629
-15%
减持
—
EXXON MOBIL CORP
+$87.0K
4,734
-5%
减持
GLDM
WORLD GOLD TR
+$86.0K
64,727
-5%
减持
BKNG
BOOKING HOLDINGS INC
+$84.0K
678
-13%
减持
NOW
SERVICENOW INC
-$84.0K
5,549
-6%
减持
LOW
LOWES COS INC
-$75.0K
3,197
-16%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$75.0K
121,901
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$75.0K
1,154
-26%
增持
QEMM
SPDR INDEX SHS FDS
+$71.0K
12,031
+7%
增持
SHYG
ISHARES TR
+$70.0K
23,171
+6%
减持
SCHZ
SCHWAB STRATEGIC TR
-$57.0K
4,975
-21%
减持
SCHP
SCHWAB STRATEGIC TR
-$56.0K
4,579
-19%
增持
IBDS
ISHARES TR
+$55.0K
26,852
+8%
减持
SCHB
SCHWAB STRATEGIC TR
-$54.0K
5,730
-23%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$50.0K
48,206
+4%
减持
IVV
ISHARES TR
-$46.0K
2,237
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$45.0K
17,659
-13%
增持
C
CITIGROUP INC
+$43.0K
10,852
+1%
增持
IBDT
ISHARES TR
+$39.0K
15,811
+9%
减持
IVE
ISHARES TR
+$36.0K
3,007
-3%
减持
MBB
ISHARES TR
-$33.0K
2,630
-13%
减持
FLOT
ISHARES TR
-$31.0K
4,246
-13%
减持
CHE
CHEMED CORP NEW
+$26.0K
22,548
-14%
减持
LOVE
LOVESAC COMPANY
-$26.0K
28,430
-11%
减持
XSOE
WISDOMTREE TR
+$24.0K
13,154
-1%
减持
MDYG
SPDR SER TR
+$14.0K
3,440
-2%
减持
IJT
ISHARES TR
+$13.0K
2,080
-0%
减持
KOMP
SPDR SER TR
-$9.0K
8,295
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.0K
7,219
+2%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.0K
35,460
-1%
减持
PAYX
PAYCHEX INC
-$3.0K
1,894
-4%
减持
SPDW
SPDR INDEX SHS FDS
+$3.0K
55,311
-13%
增持
QQQ
INVESCO QQQ TR
-$1.0K
1,493
+0%
