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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 133 项
建仓 8
增持 73
减持 42
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
KHC
KRAFT HEINZ CO
-$4.0M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$3.8M
28,969
+77%
减持
AAPL
APPLE INC
-$3.8M
164,634
-0%
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。
增持
OMC
OMNICOM GROUP INC
-$3.1M
156,004
+1%
增持
HDB
HDFC BANK LTD
-$3.0M
290,869
+1%
增持
LLY
ELI LILLY & CO
+$2.7M
6,633
+245%
增持
MBB
ISHARES TR
+$2.3M
29,307
+951%
增持
BIL
SPDR SER TR
+$2.2M
54,738
+79%
增持
ROK
ROCKWELL AUTOMATION INC
-$1.9M
45,546
+0%
减持
TSLA
TESLA INC
-$1.9M
17,334
-27%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$1.9M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.7M
130,697
+1%
增持
NVO
NOVO-NORDISK A S
+$1.6M
119,624
+108%
清仓
ABNB
AIRBNB INC
-$1.5M
0
-100%
增持
CDW
CDW CORP
+$1.4M
73,446
+0%
建仓
HSY
HERSHEY CO
+$1.3M
6,402
增持
OZK
BANK OZK LITTLE ROCK ARK
-$1.2M
435,197
+1%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
12,907
-51%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
194,865
-3%
清仓
DOCS
DOXIMITY INC
-$1.1M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
0
-100%
增持
SYY
SYSCO CORP
-$1.0M
137,872
+1%
增持
VFMO
VANGUARD WELLINGTON FD
-$1.0M
129,598
+0%
增持
DPZ
DOMINOS PIZZA INC
+$983.0K
16,249
+6%
增持
SONY
SONY GROUP CORP
-$928.0K
162,850
+2%
增持
DHR
DANAHER CORPORATION
+$892.0K
25,488
+13%
减持
MELI
MERCADOLIBRE INC
+$886.0K
11,042
-0%
减持
FDX
FEDEX CORP
+$864.0K
58,918
-1%
增持
IEI
ISHARES TR
+$757.0K
55,085
+16%
增持
AMT
AMERICAN TOWER CORP NEW
-$742.0K
29,430
+2%
增持
ROL
ROLLINS INC
+$720.0K
82,617
+50%
减持
IMTM
ISHARES TR
-$717.0K
317,181
-2%
建仓
VLTO
VERALTO CORP
+$707.0K
8,358
减持
TJX
TJX COS INC NEW
+$701.0K
190,629
-0%
减持
—
ASML HOLDING N V
-$699.0K
4,396
-3%
建仓
IBDV
ISHARES TR
+$685.0K
33,633
增持
USFR
WISDOMTREE TR
+$660.0K
422,757
+3%
增持
PAYC
PAYCOM SOFTWARE INC
-$652.0K
11,073
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$625.0K
61,570
+0%
建仓
IBDU
ISHARES TR
+$588.0K
26,834
增持
NKE
NIKE INC
-$521.0K
44,065
+3%
建仓
GL
GLOBE LIFE INC
+$455.0K
4,185
减持
FNDF
SCHWAB STRATEGIC TR
-$448.0K
551,962
-1%
减持
FNDX
SCHWAB STRATEGIC TR
-$422.0K
248,809
-0%
增持
DIS
DISNEY WALT CO
-$409.0K
90,854
+4%
增持
CTAS
CINTAS CORP
-$405.0K
27,441
+0%
增持
V
VISA INC
-$378.0K
57,194
+0%
减持
SPIB
SPDR SER TR
-$360.0K
323,032
-1%
增持
LOVE
LOVESAC COMPANY
-$345.0K
58,529
+4%
增持
CHE
CHEMED CORP NEW
-$338.0K
23,063
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$332.0K
50,730
+1%
增持
PODD
INSULET CORP
-$311.0K
15,506
+61%
增持
IDXX
IDEXX LABS INC
-$309.0K
5,771
+2%
增持
MSFT
MICROSOFT CORP
-$293.0K
13,396
+1%
增持
ZTS
ZOETIS INC
+$289.0K
60,477
+2%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$284.0K
320,957
-2%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
-$267.0K
477,086
+1%
增持
APH
AMPHENOL CORP NEW
+$260.0K
55,375
+7%
增持
META
META PLATFORMS INC
+$252.0K
15,913
+1%
建仓
SO
SOUTHERN CO
+$249.0K
3,855
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$248.0K
0
-100%
减持
FNDE
SCHWAB STRATEGIC TR
-$246.0K
352,806
-1%
建仓
PSX
PHILLIPS 66
+$245.0K
2,035
增持
SCHE
SCHWAB STRATEGIC TR
-$237.0K
354,735
+0%
减持
CRM
SALESFORCE INC
-$223.0K
17,880
-2%
减持
SCHO
SCHWAB STRATEGIC TR
-$213.0K
4,540
-49%
清仓
SCHP
SCHWAB STRATEGIC TR
-$213.0K
0
-100%
减持
SPTM
SPDR SER TR
-$212.0K
62,071
-3%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$210.0K
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$210.0K
0
-100%
清仓
IWM
ISHARES TR
-$208.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$208.0K
23,421
-1%
建仓
HON
HONEYWELL INTL INC
+$205.0K
1,111
增持
EL
LAUDER ESTEE COS INC
-$200.0K
4,738
+5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$197.0K
29,458
+4%
减持
BKNG
BOOKING HOLDINGS INC
+$197.0K
620
-2%
增持
IGSB
ISHARES TR
+$195.0K
30,708
+15%
减持
FCN
FTI CONSULTING INC
-$187.0K
15,643
-0%
增持
SHYG
ISHARES TR
+$186.0K
29,801
+19%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$166.0K
19,201
-1%
增持
HALO
HALOZYME THERAPEUTICS INC
+$163.0K
46,148
+4%
增持
BRBR
BELLRING BRANDS INC
+$159.0K
32,591
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$153.0K
8,090
-3%
减持
SPEM
SPDR INDEX SHS FDS
-$147.0K
13,655
-22%
增持
FNDA
SCHWAB STRATEGIC TR
-$136.0K
83,605
+1%
增持
HD
HOME DEPOT INC
-$125.0K
33,844
+2%
减持
SCHC
SCHWAB STRATEGIC TR
-$121.0K
60,492
-1%
增持
IBDS
ISHARES TR
+$119.0K
34,846
+19%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$113.0K
45,161
+16%
减持
SCHX
SCHWAB STRATEGIC TR
-$110.0K
57,355
-0%
增持
JPM
JPMORGAN CHASE & CO
+$109.0K
108,592
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$102.0K
5,723
-17%
减持
FNDC
SCHWAB STRATEGIC TR
-$98.0K
62,152
-2%
增持
IBDT
ISHARES TR
+$90.0K
20,870
+24%
增持
GLDM
WORLD GOLD TR
-$90.0K
66,608
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$89.0K
3,944
-23%
减持
QUAL
ISHARES TR
-$89.0K
28,174
-0%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$88.0K
116,300
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$88.0K
31,905
-3%
减持
IEFA
ISHARES TR
-$87.0K
19,550
-2%
减持
GOOGL
ALPHABET INC
+$85.0K
17,324
-5%
减持
—
ISHARES INC
-$83.0K
77,188
-4%
增持
SPDW
SPDR INDEX SHS FDS
-$80.0K
59,639
+1%
减持
LOW
LOWES COS INC
-$73.0K
3,122
-2%
增持
SPSB
SPDR SER TR
+$61.0K
329,536
+1%
增持
SNOW
SNOWFLAKE INC
-$55.0K
3,647
+5%
增持
SHY
ISHARES TR
+$54.0K
132,362
+1%
增持
C
CITIGROUP INC
-$49.0K
11,205
+1%
减持
GOOG
ALPHABET INC
-$44.0K
133,946
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$44.0K
510
+15%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$42.0K
21,010
+0%
减持
ADBE
ADOBE INC
+$32.0K
4,468
-3%
增持
IVV
ISHARES TR
-$32.0K
2,044
+0%
减持
NOW
SERVICENOW INC
-$31.0K
5,099
-1%
减持
NVDA
NVIDIA CORPORATION
-$29.0K
6,301
-4%
增持
PG
PROCTER AND GAMBLE CO
-$28.0K
5,911
+1%
增持
USMF
WISDOMTREE TR
-$24.0K
83,475
+0%
增持
DDOG
DATADOG INC
-$24.0K
7,143
+4%
减持
IVE
ISHARES TR
-$22.0K
2,918
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$21.0K
35,060
+4%
增持
MRK
MERCK & CO INC
-$21.0K
1,995
+2%
减持
KO
COCA COLA CO
-$19.0K
3,746
-2%
增持
VLUE
ISHARES TR
-$19.0K
16,475
+2%
增持
SCHA
SCHWAB STRATEGIC TR
-$18.0K
8,776
+1%
增持
XSOE
WISDOMTREE TR
-$17.0K
15,937
+1%
减持
EWX
SPDR INDEX SHS FDS
+$16.0K
39,278
-1%
增持
MCD
MCDONALDS CORP
-$13.0K
975
+8%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$12.0K
6,832
+1%
增持
INTF
ISHARES TR
-$10.0K
31,590
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$10.0K
2,797
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.0K
654
+1%
增持
ESGE
ISHARES INC
-$3.0K
26,316
+4%
增持
QEMM
SPDR INDEX SHS FDS
+$3.0K
15,278
+3%
