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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 130 项
建仓 11
增持 57
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
HXL
HEXCEL CORP NEW
-$8.0M
0
-100%
建仓
DHR
DANAHER CORPORATION
+$5.4M
22,632
减持
AAPL
APPLE INC
+$4.6M
164,808
-1%
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
APH
AMPHENOL CORP NEW
+$4.4M
51,688
增持
IEI
ISHARES TR
+$4.0M
47,506
+283%
减持
NVO
NOVO-NORDISK A S
-$2.9M
57,413
-25%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$2.7M
432,373
+1%
增持
GOOG
ALPHABET INC
+$2.7M
146,360
+1%
清仓
—
PROVENTION BIO INC
-$2.3M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
61,416
-0%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$1.8M
19,312
增持
USFR
WISDOMTREE TR
+$1.7M
409,640
+9%
减持
BRBR
BELLRING BRANDS INC
-$1.6M
32,388
-61%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.6M
45,361
-0%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.6M
8,940
-78%
减持
JPM
JPMORGAN CHASE & CO
+$1.5M
107,527
-1%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.5M
129,512
+2%
增持
MELI
MERCADOLIBRE INC
-$1.4M
11,070
+0%
增持
SPSB
SPDR SER TR
+$1.3M
326,127
+16%
增持
TJX
TJX COS INC NEW
+$1.3M
191,559
+0%
增持
FDX
FEDEX CORP
+$1.2M
59,478
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
129,014
+1%
减持
META
META PLATFORMS INC
+$1.1M
15,768
-3%
增持
SHY
ISHARES TR
+$1.1M
131,517
+12%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$965.0K
5,092
-71%
减持
TSLA
TESLA INC
+$962.0K
23,732
-6%
增持
HDB
HDFC BANK LTD
+$949.0K
288,744
+0%
减持
NVDA
NVIDIA CORPORATION
+$944.0K
6,548
-0%
建仓
EL
LAUDER ESTEE COS INC
+$885.0K
4,509
增持
SCHW
SCHWAB CHARLES CORP
+$885.0K
33,595
+73%
增持
CDW
CDW CORP
-$823.0K
73,260
+0%
减持
ABNB
AIRBNB INC
-$813.0K
11,886
-37%
减持
CTAS
CINTAS CORP
+$811.0K
27,367
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$742.0K
249,229
+1%
增持
LOVE
LOVESAC COMPANY
+$716.0K
56,052
+104%
增持
MSFT
MICROSOFT CORP
+$716.0K
13,282
+1%
增持
—
ACCENTURE PLC IRELAND
+$687.0K
16,378
+7%
建仓
DDOG
DATADOG INC
+$675.0K
6,857
增持
HD
HOME DEPOT INC
+$653.0K
33,320
+1%
减持
V
VISA INC
+$642.0K
56,985
-0%
增持
DIS
DISNEY WALT CO
-$637.0K
87,067
+4%
建仓
SNOW
SNOWFLAKE INC
+$612.0K
3,478
增持
ZTS
ZOETIS INC
+$556.0K
59,424
+2%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$480.0K
6,786
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$458.0K
4,593
-1%
减持
NOW
SERVICENOW INC
+$445.0K
5,126
-2%
增持
NKE
NIKE INC
-$432.0K
42,893
+2%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$424.0K
471,228
+5%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$422.0K
2,776
减持
PODD
INSULET CORP
-$410.0K
9,654
-4%
减持
KHC
KRAFT HEINZ CO
-$403.0K
111,549
-1%
清仓
QQQ
INVESCO QQQ TR
-$376.0K
0
-100%
增持
—
ASML HOLDING N V
+$359.0K
4,536
+5%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$359.0K
20,953
-2%
增持
DPZ
DOMINOS PIZZA INC
+$353.0K
15,347
+5%
增持
SPTM
SPDR SER TR
+$345.0K
63,733
+3%
增持
QUAL
ISHARES TR
+$329.0K
28,190
+1%
清仓
KOMP
SPDR SER TR
-$309.0K
0
-100%
增持
ROL
ROLLINS INC
+$304.0K
55,188
+1%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$277.0K
327,490
-5%
增持
FNDE
SCHWAB STRATEGIC TR
+$275.0K
354,751
+0%
增持
SYY
SYSCO CORP
-$273.0K
136,345
+1%
减持
GOOGL
ALPHABET INC
+$258.0K
18,225
-2%
建仓
PAC
GRUPO AEROPUERTO DEL PACIFIC
+$254.0K
1,420
清仓
FLRN
SPDR SER TR
-$253.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
+$251.0K
8,345
-5%
减持
HALO
HALOZYME THERAPEUTICS INC
-$241.0K
44,355
-8%
减持
FNDF
SCHWAB STRATEGIC TR
+$236.0K
555,243
-2%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$226.0K
26,233
-3%
清仓
MDYG
SPDR SER TR
-$224.0K
0
-100%
清仓
MTUM
ISHARES TR
-$224.0K
0
-100%
减持
IMTM
ISHARES TR
+$222.0K
322,346
-1%
增持
FNDA
SCHWAB STRATEGIC TR
+$221.0K
83,051
+2%
清仓
IJT
ISHARES TR
-$217.0K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
+$215.0K
28,285
+35%
建仓
DRI
DARDEN RESTAURANTS INC
+$210.0K
1,254
减持
CRM
SALESFORCE INC
+$209.0K
18,217
-0%
建仓
IWM
ISHARES TR
+$208.0K
1,111
清仓
PSX
PHILLIPS 66
-$206.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$195.0K
23,696
-2%
减持
BIL
SPDR SER TR
-$193.0K
30,582
-6%
减持
SPIB
SPDR SER TR
-$175.0K
327,602
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$167.0K
50,254
-1%
增持
CHE
CHEMED CORP NEW
+$162.0K
22,752
+1%
增持
USMF
WISDOMTREE TR
+$155.0K
83,395
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$145.0K
57,518
-3%
减持
NEE
NEXTERA ENERGY INC
-$135.0K
26,449
-3%
减持
PAYC
PAYCOM SOFTWARE INC
+$129.0K
10,966
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$128.0K
28,783
+8%
增持
SCHE
SCHWAB STRATEGIC TR
+$119.0K
354,417
+1%
增持
SONY
SONY GROUP CORPORATION
+$117.0K
159,346
+1%
增持
FCN
FTI CONSULTING INC
-$84.0K
15,655
+1%
增持
XSOE
WISDOMTREE TR
+$76.0K
15,820
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$63.0K
201,292
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$63.0K
59,274
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$62.0K
6,914
-1%
增持
GLDM
WORLD GOLD TR
-$59.0K
66,479
+0%
减持
EWX
SPDR INDEX SHS FDS
+$51.0K
39,716
-1%
减持
IDXX
IDEXX LABS INC
-$50.0K
5,638
-2%
增持
QEMM
SPDR INDEX SHS FDS
+$47.0K
14,833
+6%
增持
—
ISHARES INC
+$46.0K
80,568
+1%
增持
ESGE
ISHARES INC
+$44.0K
25,300
+5%
减持
OMC
OMNICOM GROUP INC
+$43.0K
155,038
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$43.0K
2,360
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$38.0K
52,801
+4%
减持
IEFA
ISHARES TR
-$37.0K
19,929
-4%
增持
BKNG
BOOKING HOLDINGS INC
+$36.0K
635
+0%
增持
IGSB
ISHARES TR
+$34.0K
26,618
+3%
减持
IVV
ISHARES TR
+$34.0K
2,042
-4%
增持
VLUE
ISHARES TR
+$32.0K
16,141
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$31.0K
4,914
+7%
增持
INTF
ISHARES TR
+$30.0K
30,865
+3%
减持
JNJ
JOHNSON & JOHNSON
+$30.0K
3,572
-1%
增持
SHYG
ISHARES TR
+$30.0K
25,012
+4%
减持
IVE
ISHARES TR
+$26.0K
2,919
-0%
减持
DOCS
DOXIMITY INC
+$25.0K
31,281
-3%
减持
TD
TORONTO DOMINION BK ONT
-$25.0K
6,162
-9%
减持
WY
WEYERHAEUSER CO MTN BE
-$24.0K
7,200
-18%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$23.0K
38,804
+4%
减持
IEMG
ISHARES INC
-$22.0K
5,691
-8%
减持
CVX
CHEVRON CORP NEW
-$22.0K
2,968
-1%
减持
SCHC
SCHWAB STRATEGIC TR
-$20.0K
61,369
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$13.0K
8,711
-8%
增持
IBDS
ISHARES TR
+$10.0K
29,263
+3%
增持
IBDT
ISHARES TR
+$9.0K
16,800
+4%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
+$8.0K
117,514
-1%
增持
FNDC
SCHWAB STRATEGIC TR
+$5.0K
63,161
+0%
增持
C
CITIGROUP INC
-$4.0K
11,085
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
+$3.0K
1,820
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.0K
32,850
-2%
