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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 129 项
建仓 9
增持 55
减持 57
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
OZK
BANK OZK LITTLE ROCK ARK
-$5.8M
292,011
-24%
建仓
MEDP
MEDPACE HLDGS INC
+$5.8M
14,425
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.9M
128,414
-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。
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
60,415
-1%
增持
AAPL
APPLE INC
-$3.4M
162,813
+0%
增持
IEI
ISHARES TR
+$3.2M
102,282
+39%
增持
HDB
HDFC BANK LTD
-$3.2M
287,093
+0%
增持
NVO
NOVO-NORDISK A S
+$3.1M
120,658
+0%
减持
DIS
DISNEY WALT CO
+$2.9M
92,737
-0%
减持
NVDA
NVIDIA CORPORATION
+$2.5M
6,202
-0%
增持
SPIB
SPDR SER TR
+$2.3M
727,417
+11%
减持
VFMO
VANGUARD WELLINGTON FD
+$2.3M
127,421
-1%
减持
JPM
JPMORGAN CHASE & CO
+$2.3M
101,861
-4%
减持
USFR
WISDOMTREE TR
-$2.2M
374,534
-11%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.1M
0
-100%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$2.1M
614,127
+20%
减持
FDX
FEDEX CORP
+$2.1M
58,342
-0%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$1.9M
27,325
建仓
ENPH
ENPHASE ENERGY INC
+$1.9M
15,974
减持
TSLA
TESLA INC
-$1.7M
8,315
-35%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.7M
566,142
+3%
建仓
NEE
NEXTERA ENERGY INC
+$1.6M
25,735
增持
ZTS
ZOETIS INC
-$1.6M
61,731
+1%
增持
OMC
OMNICOM GROUP INC
+$1.6M
154,161
+0%
增持
MBB
ISHARES TR
+$1.6M
102,526
+22%
增持
DPZ
DOMINOS PIZZA INC
+$1.5M
17,005
+1%
减持
CDW
CDW CORP
+$1.5M
69,576
-3%
增持
HD
HOME DEPOT INC
+$1.4M
33,989
+1%
增持
SONY
SONY GROUP CORP
-$1.4M
163,080
+0%
减持
BIL
SPDR SER TR
-$1.4M
29,237
-34%
减持
CTAS
CINTAS CORP
+$1.3M
25,490
-5%
增持
SYY
SYSCO CORP
+$1.3M
142,042
+2%
减持
CHE
CHEMED CORP NEW
+$1.3M
22,839
-0%
增持
APH
AMPHENOL CORP NEW
+$1.3M
60,604
+6%
减持
IMTM
ISHARES TR
+$1.2M
312,846
-3%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.2M
9,838
-52%
减持
LLY
ELI LILLY & CO
+$1.2M
6,428
-3%
建仓
KVYO
KLAVIYO INC
+$1.1M
45,044
减持
GOOG
ALPHABET INC
+$1.1M
130,983
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
209,182
+2%
减持
FNDX
SCHWAB STRATEGIC TR
+$1.0M
242,710
-2%
减持
—
ASML HOLDING N V
+$929.9K
4,358
-0%
减持
V
VISA INC
+$909.6K
55,819
-1%
减持
TJX
TJX COS INC NEW
+$804.4K
179,534
-3%
增持
ROK
ROCKWELL AUTOMATION INC
-$783.2K
45,404
+1%
减持
NKE
NIKE INC
-$734.2K
44,353
-2%
减持
MELI
MERCADOLIBRE INC
-$687.8K
10,991
-0%
减持
META
META PLATFORMS INC
+$686.6K
12,736
-18%
增持
MSFT
MICROSOFT CORP
+$653.1K
13,397
+1%
增持
USMF
WISDOMTREE TR
+$637.3K
90,485
+6%
清仓
LOW
LOWES COS INC
-$625.8K
0
-100%
增持
QUAL
ISHARES TR
+$611.6K
29,167
+3%
增持
SPTM
SPDR SER TR
+$605.5K
66,694
+6%
减持
CRM
SALESFORCE INC
+$598.7K
17,246
-1%
增持
FNDE
SCHWAB STRATEGIC TR
+$591.1K
373,549
+4%
增持
DHR
DANAHER CORPORATION
+$588.5K
26,153
+2%
清仓
VLTO
VERALTO CORP
-$586.5K
0
-100%
增持
PODD
INSULET CORP
-$552.8K
15,751
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$525.1K
51,109
-1%
清仓
PGHY
INVESCO EXCH TRADED FD TR II
-$432.3K
0
-100%
减持
ADBE
ADOBE INC
-$429.3K
4,368
-1%
清仓
BRBR
BELLRING BRANDS INC
-$356.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$320.6K
42,156
-19%
增持
HALO
HALOZYME THERAPEUTICS INC
+$286.7K
66,944
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$276.9K
433
-59%
增持
LOVE
LOVESAC COMPANY
-$271.7K
105,207
+1%
减持
GLDM
WORLD GOLD TR
-$261.7K
56,103
-16%
减持
NOW
SERVICENOW INC
+$243.7K
4,966
-1%
清仓
BA
BOEING CO
-$236.9K
0
-100%
清仓
—
ENTERPRISE BANCORP INC MASS
-$235.8K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$233.2K
33,506
+13%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$232.6K
18,928
+0%
建仓
MDYG
SPDR SER TR
+$224.4K
2,571
建仓
GE
GENERAL ELECTRIC CO
+$217.1K
1,237
增持
ROL
ROLLINS INC
+$215.3K
80,614
+0%
建仓
MA
MASTERCARD INCORPORATED
+$209.5K
435
建仓
IJT
ISHARES TR
+$207.7K
1,589
增持
SHYG
ISHARES TR
+$206.5K
34,789
+15%
清仓
UNH
UNITEDHEALTH GROUP INC
-$202.7K
0
-100%
增持
—
ISHARES INC
+$200.1K
79,794
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$189.7K
48,951
+0%
增持
—
KELLANOVA
+$187.0K
23,545
+13%
增持
VLUE
ISHARES TR
+$176.3K
17,498
+3%
减持
GLD
SPDR GOLD TR
+$174.6K
22,224
-3%
增持
SNOW
SNOWFLAKE INC
-$170.4K
8,200
+9%
增持
AMZN
AMAZON COM INC
+$147.4K
4,757
+2%
减持
SCHE
SCHWAB STRATEGIC TR
+$147.0K
368,773
-0%
减持
FCN
FTI CONSULTING INC
+$145.6K
15,249
-1%
增持
SCHC
SCHWAB STRATEGIC TR
+$144.1K
64,439
+4%
增持
INTF
ISHARES TR
+$140.8K
35,418
+8%
减持
SHW
SHERWIN WILLIAMS CO
+$133.8K
4,806
-2%
减持
AJG
GALLAGHER ARTHUR J & CO
-$131.0K
6,708
-17%
增持
IGSB
ISHARES TR
+$123.5K
34,115
+8%
增持
FNDC
SCHWAB STRATEGIC TR
+$117.0K
65,171
+4%
增持
C
CITIGROUP INC
+$112.8K
9,183
+1%
增持
HSY
HERSHEY CO
+$112.5K
6,213
+6%
增持
QEMM
SPDR INDEX SHS FDS
+$112.4K
17,707
+11%
增持
ESGE
ISHARES INC
+$112.0K
30,880
+12%
减持
GOOGL
ALPHABET INC
+$110.1K
16,343
-3%
减持
IDXX
IDEXX LABS INC
-$103.6K
5,641
-1%
增持
EPAM
EPAM SYS INC
-$103.1K
5,499
+1%
减持
SPSB
SPDR SER TR
-$94.5K
152,779
-2%
增持
IBDS
ISHARES TR
+$85.0K
40,130
+10%
增持
—
ACCENTURE PLC IRELAND
+$82.7K
30,391
+2%
减持
PG
PROCTER AND GAMBLE CO
+$78.7K
5,824
-1%
增持
IBDU
ISHARES TR
+$78.3K
32,479
+13%
增持
IBDV
ISHARES TR
+$76.6K
39,617
+11%
增持
EL
LAUDER ESTEE COS INC
+$72.5K
4,532
+6%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
+$72.0K
116,163
-1%
增持
DDOG
DATADOG INC
+$69.4K
16,563
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$68.8K
27,636
-11%
减持
SPDW
SPDR INDEX SHS FDS
-$67.3K
55,625
-8%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$66.8K
50,589
+8%
减持
EWX
SPDR INDEX SHS FDS
-$64.4K
38,506
-2%
减持
IEFA
ISHARES TR
+$64.3K
17,712
-0%
减持
IVE
ISHARES TR
-$54.3K
2,396
-17%
减持
—
EXXON MOBIL CORP
+$53.9K
3,897
-2%
增持
IBDT
ISHARES TR
+$52.2K
24,146
+10%
增持
MRK
MERCK & CO INC
+$48.9K
2,066
+1%
减持
FNDA
SCHWAB STRATEGIC TR
+$37.1K
80,344
-2%
减持
TD
TORONTO DOMINION BK ONT
-$34.0K
6,032
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$26.3K
5,367
-6%
减持
SHY
ISHARES TR
-$20.9K
48,940
-0%
增持
—
INMODE LTD
-$12.6K
36,451
+1%
减持
XSOE
WISDOMTREE TR
+$7.3K
15,872
-0%
减持
ABT
ABBOTT LABS
+$5.2K
2,330
-1%
减持
IEMG
ISHARES INC
+$4.3K
5,661
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$3.5K
615
-2%
减持
IVV
ISHARES TR
+$1.7K
1,843
-9%
