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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 133 项
建仓 7
增持 51
减持 67
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPIB
SPDR SER TR
+$11.3M
652,747
+102%
减持
SHY
ISHARES TR
-$6.7M
49,040
-63%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$5.6M
22,135
-93%
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
MBB
ISHARES TR
+$5.3M
84,109
+187%
减持
SPSB
SPDR SER TR
-$5.0M
155,901
-53%
减持
MELI
MERCADOLIBRE INC
+$3.3M
11,012
-0%
减持
AAPL
APPLE INC
+$3.1M
162,605
-1%
减持
CTAS
CINTAS CORP
+$3.0M
26,887
-2%
减持
OZK
BANK OZK LITTLE ROCK ARK
+$3.0M
383,638
-12%
清仓
PAYC
PAYCOM SOFTWARE INC
-$2.9M
0
-100%
增持
IEI
ISHARES TR
+$2.4M
73,649
+34%
减持
JPM
JPMORGAN CHASE & CO
+$2.4M
106,592
-2%
减持
VFMO
VANGUARD WELLINGTON FD
+$2.2M
129,063
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.2M
130,223
-0%
减持
HDB
HDFC BANK LTD
+$2.1M
286,612
-1%
减持
SONY
SONY GROUP CORP
+$2.0M
162,539
-0%
减持
OMC
OMNICOM GROUP INC
+$1.7M
153,865
-1%
建仓
EPAM
EPAM SYS INC
+$1.6M
5,454
增持
ZTS
ZOETIS INC
+$1.6M
61,196
+1%
增持
NVO
NOVO-NORDISK A S
+$1.6M
120,192
+0%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
29,783
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.5M
29,587
+1%
减持
CDW
CDW CORP
+$1.5M
71,876
-2%
减持
V
VISA INC
+$1.5M
56,341
-1%
增持
LOVE
LOVESAC COMPANY
+$1.5M
103,694
+77%
增持
SCHW
SCHWAB CHARLES CORP
+$1.4M
48,713
+39%
减持
FNDX
SCHWAB STRATEGIC TR
+$1.4M
247,670
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.4M
204,627
+5%
减持
HD
HOME DEPOT INC
+$1.4M
33,515
-1%
减持
CHE
CHEMED CORP NEW
+$1.4M
22,854
-1%
增持
DDOG
DATADOG INC
+$1.3M
16,294
+128%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$1.3M
510,500
+7%
建仓
—
KELLANOVA
+$1.2M
20,781
减持
GOOG
ALPHABET INC
+$1.1M
133,370
-0%
减持
TSLA
TESLA INC
-$1.1M
12,889
-26%
增持
SYY
SYSCO CORP
+$1.1M
139,798
+1%
增持
IMTM
ISHARES TR
+$1.1M
322,425
+2%
增持
APH
AMPHENOL CORP NEW
+$1.0M
57,437
+4%
增持
DIS
DISNEY WALT CO
+$1.0M
93,085
+2%
减持
FNDF
SCHWAB STRATEGIC TR
+$1.0M
548,102
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$990.7K
45,126
-1%
减持
BRBR
BELLRING BRANDS INC
-$988.0K
6,423
-80%
减持
BIL
SPDR SER TR
-$975.5K
44,321
-19%
减持
CRM
SALESFORCE INC
+$969.5K
17,464
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$943.3K
51,529
+2%
增持
SNOW
SNOWFLAKE INC
+$938.5K
7,515
+106%
建仓
—
INMODE LTS
+$800.3K
35,985
减持
FDX
FEDEX CORP
-$785.5K
58,598
-1%
减持
PODD
INSULET CORP
+$779.5K
14,990
-3%
增持
DPZ
DOMINOS PIZZA INC
+$757.3K
16,768
+3%
减持
MSFT
MICROSOFT CORP
+$753.4K
13,252
-1%
清仓
NEE
NEXTERA ENERGY INC
-$739.0K
0
-100%
减持
META
META PLATFORMS INC
+$720.7K
15,532
-2%
减持
—
ASML HOLDING N V
+$711.4K
4,359
-1%
减持
NOW
SERVICENOW INC
+$692.3K
5,014
-2%
增持
NKE
NIKE INC
+$689.5K
45,155
+2%
增持
HALO
HALOZYME THERAPEUTICS INC
+$673.6K
65,926
+43%
增持
SCHE
SCHWAB STRATEGIC TR
+$672.6K
369,688
+4%
减持
IDXX
IDEXX LABS INC
+$626.4K
5,674
-2%
增持
FNDE
SCHWAB STRATEGIC TR
+$527.6K
360,303
+2%
减持
SHW
SHERWIN WILLIAMS CO
-$527.5K
4,923
-39%
减持
FNDA
SCHWAB STRATEGIC TR
+$490.9K
82,112
-2%
增持
QUAL
ISHARES TR
+$469.0K
28,422
+1%
减持
TJX
TJX COS INC NEW
+$460.9K
185,523
-3%
减持
ROL
ROLLINS INC
+$430.7K
80,483
-3%
减持
BABA
ALIBABA GROUP HLDG LTD
-$425.3K
27,476
-7%
增持
SPTM
SPDR SER TR
+$414.9K
62,838
+1%
增持
DHR
DANAHER CORPORATION
-$381.6K
25,687
+1%
减持
GLD
SPDR GOLD TR
+$381.3K
23,002
-2%
清仓
UPS
UNITED PARCEL SERVICE INC
-$368.0K
0
-100%
增持
USMF
WISDOMTREE TR
+$365.2K
85,016
+2%
减持
ADBE
ADOBE INC
+$355.4K
4,414
-1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$346.6K
20,660
-2%
减持
NVDA
NVIDIA CORPORATION
+$339.3K
6,220
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$315.7K
628
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$296.0K
0
-100%
增持
GLDM
WORLD GOLD TR
+$291.0K
66,805
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$285.2K
1,059
+108%
减持
LLY
ELI LILLY & CO
+$280.8K
6,594
-1%
减持
FCN
FTI CONSULTING INC
+$270.1K
15,371
-2%
清仓
EBC
EASTERN BANKSHARES INC
-$250.0K
0
-100%
建仓
SPG
SIMON PPTY GROUOP INC NEW
+$248.9K
1,745
减持
USFR
WISDOMTREE TR
-$238.5K
418,680
-1%
建仓
BA
BOEING CO
+$236.9K
909
清仓
PAC
GRUPO AEROPUERTO DEL PACIFIC
-$233.0K
0
-100%
增持
VLUE
ISHARES TR
+$223.9K
16,992
+3%
建仓
IWM
ISHARES TR
+$223.0K
1,111
清仓
SCHO
SCHWAB STRATEGIC TR
-$217.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$212.0K
60,598
+2%
增持
SCHC
SCHWAB STRATEGIC TR
+$211.8K
61,990
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$206.8K
61,052
-1%
清仓
HON
HONEYWELL INTL INC
-$205.0K
0
-100%
建仓
DRI
DARDEN RESTAURANTS INC
+$200.8K
1,222
增持
FNDC
SCHWAB STRATEGIC TR
+$196.6K
62,956
+1%
减持
HSY
HERSHEY CO
-$185.1K
5,878
-8%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$182.4K
117,851
+1%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$175.4K
18,904
-2%
减持
—
EXXON MOBIL CORP
-$125.9K
3,992
-11%
减持
VLTO
VERALTO CORP
-$120.5K
7,130
-15%
减持
EWX
SPDR INDEX SHS FDS
+$112.0K
39,196
-0%
增持
INTF
ISHARES TR
+$99.1K
32,683
+3%
增持
IGSB
ISHARES TR
+$95.9K
31,709
+3%
减持
GOOGL
ALPHABET INC
+$89.6K
16,870
-3%
减持
IVV
ISHARES TR
+$89.2K
2,025
-1%
增持
ESGE
ISHARES INC
+$86.3K
27,550
+5%
增持
IBDV
ISHARES TR
+$86.3K
35,640
+6%
增持
—
ISHARES INC
+$85.0K
79,315
+3%
增持
QEMM
SPDR INDEX SHS FDS
+$84.9K
15,920
+4%
增持
IBDU
ISHARES TR
+$74.8K
28,731
+7%
减持
AMZN
AMAZON COM INC
+$72.6K
4,677
-7%
减持
AJG
GALLAGHER ARTHUR J & CO
-$65.7K
8,041
-2%
减持
JNJ
JOHNSON & JOHNSON
-$64.3K
3,137
-12%
减持
SCHF
SCHWAB STRATEGIC TR
+$64.2K
31,039
-3%
增持
IBDS
ISHARES TR
+$64.0K
36,358
+4%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$61.4K
6,785
-1%
减持
EL
LAUDER ESTEE COS INC
-$58.9K
4,281
-10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$57.1K
46,894
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$55.3K
5,681
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$55.2K
2,772
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.3K
385
-25%
减持
IVE
ISHARES TR
+$52.8K
2,886
-1%
增持
SHYG
ISHARES TR
+$50.8K
30,171
+1%
增持
IBDT
ISHARES TR
+$47.2K
21,889
+5%
增持
ABT
ABBOTT LABS
+$36.7K
2,359
+3%
减持
SCHA
SCHWAB STRATEGIC TR
+$35.8K
8,463
-4%
减持
SCHX
SCHWAB STRATEGIC TR
+$34.8K
52,070
-9%
减持
LOW
LOWES COS INC
-$23.2K
2,812
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$20.9K
663
+1%
增持
MRK
MERCK & CO INC
+$18.7K
2,052
+3%
增持
COP
CONOCOPHILLIPS
-$8.0K
3,136
+1%
减持
IEFA
ISHARES TR
-$7.7K
17,773
-9%
减持
C
CITIGROUP INC
+$7.0K
9,097
-19%
增持
ORCL
ORACLE CORP
-$4.0K
19,264
+0%
