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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 140 项
建仓 10
增持 52
减持 63
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$12.0M
376,109
+174%
清仓
AMGN
AMGEN INC
-$12.0M
0
-100%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$11.5M
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。
建仓
ZTS
ZOETIR INC
+$9.7M
58,139
建仓
SHY
ISHARES TR
+$9.6M
117,004
建仓
SPSB
SPDR SER TR
+$8.3M
280,399
清仓
NEM
NEWMONT CORP
-$8.2M
0
-100%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$8.0M
0
-100%
减持
AAPL
APPLE INC
+$5.5M
165,780
-1%
建仓
AMT
AMERICAN TOWER CORP NEW
+$5.5M
26,692
减持
MELI
MERCADOLIBRE INC
+$5.0M
11,040
-2%
建仓
DPZ
DOMINOS PIZZA INC
+$4.8M
14,608
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.6M
17,706
-78%
减持
SCHO
SCHWAB STRATEGIC TR
-$3.6M
41,547
-65%
增持
FDX
FEDEX CORP
+$3.3M
59,294
+0%
建仓
BIL
SPDR SER TR
+$3.0M
32,683
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.8M
0
-100%
增持
META
META PLATFORMS INC
+$2.7M
16,246
+152%
清仓
TYL
TYLER TECHNOLOGIES INC
-$2.4M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.4M
128,257
-0%
增持
SONY
SONY GROUP CORPORATION
+$2.3M
156,993
+0%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$2.2M
447,786
+27%
减持
GOOG
ALPHABET INC
+$2.1M
144,402
-1%
减持
TSLA
TESLA INC
+$2.0M
25,304
-4%
清仓
—
SVB FINANCIAL GROUP
-$2.0M
0
-100%
减持
OMC
OMNICOM GROUP INC
+$1.9M
155,913
-0%
增持
NVO
NOVO-NORDISK A S
+$1.9M
76,849
+1%
清仓
—
JOHNSON CTLS INTL PLC
-$1.9M
0
-100%
增持
CRM
SALESFORCE INC
+$1.7M
18,218
+23%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.6M
45,364
-0%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.6M
21,353
-37%
减持
ROL
ROLLINS INC
-$1.5M
54,883
-44%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$1.4M
344,444
-18%
增持
DIS
DISNEY WALT CO
+$1.3M
83,995
+3%
减持
CDW
CDW CORP
+$1.2M
73,203
-0%
增持
IMTM
ISHARES TR
+$1.2M
324,268
+7%
减持
HXL
HEXCEL CORP NEW
+$1.1M
117,409
-0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
20,972
+69%
建仓
DOCS
DOXIMITY INC
+$1.0M
32,085
建仓
SCHW
SCHWAB CHARLES CORP
+$1.0M
19,445
增持
V
VISA INC
+$1.0M
57,178
+0%
增持
OZK
BANK OZK LITTLE ROCK ARK
-$1.0M
428,896
+10%
减持
FNDF
SCHWAB STRATEGIC TR
+$974.0K
565,824
-2%
减持
HALO
HALOZYME THERAPEUTICS INC
-$960.0K
48,201
-2%
减持
HDB
HDFC BANK LTD
-$871.0K
287,628
-2%
减持
NVDA
NVIDIA CORPORATION
+$803.0K
6,572
-6%
增持
CHE
CHEMED CORP NEW
+$653.0K
22,617
+0%
减持
BRBR
BELLRING BRANDS INC
+$653.0K
82,906
-2%
减持
ABNB
AIRBNB INC
+$648.0K
18,779
-5%
减持
MSFT
MICROSOFT CORP
+$617.0K
13,204
-1%
增持
QUAL
ISHARES TR
+$605.0K
27,996
+11%
增持
HD
HOME DEPOT INC
-$583.0K
32,861
+1%
减持
FCN
FTI CONSULTING INC
+$576.0K
15,516
-1%
减持
—
ASML HOLDING N V
+$540.0K
4,301
-2%
增持
FNDE
SCHWAB STRATEGIC TR
+$531.0K
354,007
+1%
增持
SPTM
SPDR SER TR
+$507.0K
61,967
+12%
减持
TJX
TJX COS INC NEW
-$484.0K
191,294
-2%
减持
JPM
JPMORGAN CHASE & CO
-$478.0K
108,203
-0%
减持
SCHF
SCHWAB STRATEGIC TR
-$470.0K
33,599
-34%
减持
IDXX
IDEXX LABS INC
+$438.0K
5,763
-4%
增持
—
ACCENTURE PLC IRELAND
+$400.0K
15,281
+3%
增持
SCHE
SCHWAB STRATEGIC TR
+$387.0K
351,150
+1%
减持
—
PROVENTION BIO INC
+$365.0K
95,966
-48%
减持
SHW
SHERWIN WILLIAMS CO
-$335.0K
8,741
-10%
增持
CTAS
CINTAS CORP
+$315.0K
27,650
+0%
增持
IEI
ISHARES TR
+$315.0K
12,394
+25%
减持
BKNG
BOOKING HOLDINGS INC
+$313.0K
633
-7%
增持
USMF
WISDOMTREE TR
+$309.0K
81,985
+11%
减持
NEE
NEXTERA ENERGY INC
-$304.0K
27,222
-5%
减持
GLD
SPDR GOLD TR
+$303.0K
24,120
-1%
增持
NKE
NIKE INC
+$299.0K
42,122
+1%
减持
NOW
SERVICENOW INC
+$281.0K
5,242
-6%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$276.0K
0
-100%
清仓
PEP
PEPSICO INC
-$275.0K
0
-100%
减持
PAYC
PAYCOM SOFTWARE INC
-$258.0K
11,164
-5%
清仓
SCHB
SCHWAB STRATEGIC TR
-$257.0K
0
-100%
增持
GLDM
WORLD GOLD TR
+$249.0K
66,241
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$242.0K
59,278
-14%
减持
FNDX
SCHWAB STRATEGIC TR
+$229.0K
247,750
-1%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$227.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$224.0K
58,085
+5%
建仓
MTUM
ISHARES TR
+$224.0K
1,613
清仓
PAYX
PAYCHEX INC
-$219.0K
0
-100%
清仓
FLOT
ISHARES TR
-$214.0K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$209.0K
510
减持
AMZN
AMAZON COM INC
-$194.0K
5,017
-41%
减持
GOOGL
ALPHABET INC
+$189.0K
18,548
-6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$177.0K
50,846
+0%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$175.0K
118,184
+1%
增持
VLUE
ISHARES TR
+$170.0K
16,005
+11%
减持
LOVE
LOVESAC COMPANY
+$169.0K
27,496
-3%
增持
SCHC
SCHWAB STRATEGIC TR
+$167.0K
62,073
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$160.0K
81,542
+0%
减持
IEFA
ISHARES TR
-$155.0K
20,673
-17%
增持
KHC
KRAFT HEINZ CO
-$155.0K
112,839
+2%
增持
SYY
SYSCO CORP
+$143.0K
134,530
+0%
增持
INTF
ISHARES TR
+$142.0K
30,090
+13%
增持
QEMM
SPDR INDEX SHS FDS
+$132.0K
13,950
+16%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$131.0K
4,640
-6%
增持
ESGE
ISHARES INC
+$126.0K
24,010
+15%
减持
EBC
EASTERN BANKSHARES INC
-$124.0K
19,933
-9%
减持
ABT
ABBOTT LABS
-$121.0K
2,298
-29%
减持
PODD
INSULET CORP
+$118.0K
10,014
-4%
减持
FLRN
SPDR SER TR
-$112.0K
8,308
-31%
减持
FNDC
SCHWAB STRATEGIC TR
+$107.0K
63,125
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$102.0K
9,425
-23%
增持
EWX
SPDR INDEX SHS FDS
+$100.0K
40,162
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$93.0K
190,868
+3%
减持
SPIB
SPDR SER TR
-$93.0K
329,135
-3%
清仓
HGTY
HAGERTY INC
-$91.0K
0
-100%
增持
IGSB
ISHARES TR
+$90.0K
25,739
+6%
增持
JNJ
JOHNSON & JOHNSON
-$70.0K
3,618
+1%
减持
TD
TORONTO DOMINION BK ONT
-$69.0K
6,787
-8%
增持
—
ISHARES INC
+$69.0K
79,622
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$67.0K
61,421
-0%
增持
SHYG
ISHARES TR
+$60.0K
24,156
+4%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$57.0K
27,053
-9%
增持
UPS
UNITED PARCEL SERVICE INC
+$56.0K
2,401
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$55.0K
6,993
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$54.0K
50,559
+5%
减持
IEMG
ISHARES INC
-$52.0K
6,206
-18%
增持
IBDS
ISHARES TR
+$49.0K
28,424
+6%
增持
CVX
CHEVRON CORP NEW
-$44.0K
2,999
+1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$41.0K
37,145
+5%
减持
—
EXXON MOBIL CORP
-$32.0K
4,467
-6%
增持
C
CITIGROUP INC
+$23.0K
10,960
+1%
减持
QQQ
INVESCO QQQ TR
-$22.0K
1,171
-22%
增持
MBB
ISHARES TR
+$20.0K
2,788
+6%
减持
SCHP
SCHWAB STRATEGIC TR
-$20.0K
4,054
-11%
增持
IBDT
ISHARES TR
+$19.0K
16,161
+2%
减持
SPEM
SPDR INDEX SHS FDS
+$19.0K
17,602
-0%
减持
KOMP
SPDR SER TR
-$18.0K
7,226
-13%
减持
IVV
ISHARES TR
+$17.0K
2,132
-5%
增持
PG
PROCTER AND GAMBLE CO
-$12.0K
5,868
+1%
增持
VFMO
VANGUARD WELLINGTON FD
+$10.0K
126,502
+1%
减持
IVE
ISHARES TR
+$9.0K
2,931
-3%
减持
IJT
ISHARES TR
-$8.0K
1,974
-5%
增持
SPG
SIMON PPTY GROUP INC NEW
-$4.0K
1,845
+3%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.0K
4,580
-6%
减持
MDYG
SPDR SER TR
-$1.0K
3,269
-5%
