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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 128 项
建仓 5
增持 41
减持 71
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$6.1M
161,715
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3M
125,389
-2%
清仓
NKE
NIKE INC
-$4.2M
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。
减持
GOOG
ALPHABET INC
+$3.7M
128,860
-2%
减持
USFR
WISDOMTREE TR
-$2.8M
318,868
-15%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
15,150
+447%
减持
CDW
CDW CORP
-$2.4M
68,715
-1%
清仓
LOVE
LOVESAC COMPANY
-$2.4M
0
-100%
减持
CHE
CHEMED CORP NEW
-$2.3M
22,759
-0%
清仓
—
ISHARES INC
-$2.3M
0
-100%
减持
HDB
HDFC BANK LTD
+$2.3M
285,109
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.2M
45,459
+36%
减持
DIS
DISNEY WALT CO
-$2.2M
92,558
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
61,693
+895%
清仓
VLUE
ISHARES TR
-$1.9M
0
-100%
减持
VFMO
VANGUARD WELLINGTON FD
-$1.9M
115,912
-9%
减持
FNDF
SCHWAB STRATEGIC TR
-$1.6M
530,093
-6%
增持
QUAL
ISHARES TR
+$1.6M
37,271
+28%
建仓
FICO
FAIR ISAAC CORP
+$1.6M
1,049
减持
SYY
SYSCO CORP
-$1.5M
140,098
-1%
减持
OMC
OMNICOM GROUP INC
-$1.5M
149,263
-3%
减持
NVO
NOVO-NORDISK A S
+$1.5M
119,106
-1%
建仓
IBP
INSTALLED BLDG PRODS INC
+$1.4M
7,007
减持
HD
HOME DEPOT INC
-$1.4M
33,735
-1%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$1.4M
289,576
-1%
建仓
LFUS
LITTELFUSE INC
+$1.4M
5,353
增持
SPTM
SPDR SER TR
+$1.4M
85,087
+28%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
30,506
+0%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.2M
225,859
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
59,506
-2%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$1.2M
29,452
+8%
增持
APH
AMPHENOL CORP NEW
+$1.2M
121,480
+100%
减持
V
VISA INC
-$1.2M
54,896
-2%
减持
IMTM
ISHARES TR
-$1.1M
288,231
-8%
减持
MELI
MERCADOLIBRE INC
+$1.1M
10,774
-2%
增持
BIL
SPDR SER TR
+$919.4K
39,261
+34%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$855.8K
47,483
-7%
增持
USMF
WISDOMTREE TR
+$853.4K
111,485
+23%
减持
CRM
SALESFORCE INC
-$841.4K
16,930
-2%
增持
LLY
ELI LILLY & CO
+$824.5K
6,434
+0%
清仓
—
INMODE LTD
-$787.7K
0
-100%
减持
HALO
HALOZYME THERAPEUTICS INC
+$776.5K
66,840
-0%
减持
ROK
ROCKWELL AUTOMATION INC
-$770.0K
45,254
-0%
清仓
EL
LAUDER ESTEE COS INC
-$698.6K
0
-100%
减持
SHY
ISHARES TR
-$601.8K
41,647
-15%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$588.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$581.6K
97,998
-4%
减持
EPAM
EPAM SYS INC
-$487.2K
5,483
-0%
减持
GOOGL
ALPHABET INC
+$479.3K
16,173
-1%
减持
PODD
INSULET CORP
+$472.8K
15,721
-0%
减持
FNDA
SCHWAB STRATEGIC TR
-$465.7K
74,952
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$461.2K
201,650
-4%
增持
IEI
ISHARES TR
+$385.4K
105,921
+4%
减持
SPIB
SPDR SER TR
-$382.5K
718,573
-1%
增持
INTF
ISHARES TR
+$381.6K
49,213
+39%
增持
SPDW
SPDR INDEX SHS FDS
+$377.1K
67,580
+21%
减持
CTAS
CINTAS CORP
-$374.2K
24,474
-4%
增持
SHYG
ISHARES TR
+$343.8K
43,225
+24%
增持
MBB
ISHARES TR
+$333.2K
106,836
+4%
增持
MEDP
MEDPACE HLDGS INC
+$328.9K
14,954
+4%
减持
MSFT
MICROSOFT CORP
+$323.7K
13,335
-0%
减持
FDX
FEDEX CORP
+$315.8K
57,430
-2%
增持
ESGE
ISHARES INC
+$312.9K
39,016
+26%
增持
IGSB
ISHARES TR
+$310.4K
40,200
+18%
减持
IDXX
IDEXX LABS INC
-$302.8K
5,630
-0%
增持
META
META PLATFORMS INC
+$301.9K
12,864
+1%
增持
QEMM
SPDR INDEX SHS FDS
+$297.4K
22,577
+28%
减持
DPZ
DOMINOS PIZZA INC
+$282.2K
16,911
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$264.8K
44,461
-9%
增持
IBDS
ISHARES TR
+$241.0K
50,404
+26%
减持
SHW
SHERWIN WILLIAMS CO
-$238.3K
4,795
-0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$238.1K
63,101
+25%
增持
ROL
ROLLINS INC
+$231.8K
81,201
+1%
清仓
MDYG
SPDR SER TR
-$224.4K
0
-100%
增持
ADBE
ADOBE INC
+$224.2K
4,371
+0%
减持
—
ASML HOLDING N V
+$223.7K
4,354
-0%
减持
SNOW
SNOWFLAKE INC
-$219.4K
8,185
-0%
建仓
COST
COSTCO WHSL CORP NEW
+$218.4K
257
增持
IBDV
ISHARES TR
+$213.4K
49,915
+26%
建仓
AMAT
APPLIED MATLS INC
+$210.0K
890
增持
ENPH
ENPHASE ENERGY INC
-$209.9K
17,276
+8%
清仓
MA
MASTERCARD INCORPORATED
-$209.5K
0
-100%
清仓
IJT
ISHARES TR
-$207.7K
0
-100%
增持
IBDT
ISHARES TR
+$204.5K
32,535
+35%
清仓
DRI
DARDEN RESTAURANTS INC
-$204.3K
0
-100%
增持
IBDU
ISHARES TR
+$191.5K
41,143
+27%
减持
FNDC
SCHWAB STRATEGIC TR
-$191.5K
60,992
-6%
减持
BKNG
BOOKING HOLDINGS INC
+$189.3K
611
-1%
增持
LYV
LIVE NATION ENTERTAINMENT IN
-$184.7K
19,387
+2%
增持
TSLA
TESLA INC
+$184.3K
8,318
+0%
增持
GLDM
WORLD GOLD TR
+$184.0K
57,612
+3%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$181.9K
108,537
-7%
增持
NEE
NEXTERA ENERGY INC
+$177.9K
25,739
+0%
减持
XSOE
WISDOMTREE TR
-$172.9K
9,622
-39%
减持
SCHE
SCHWAB STRATEGIC TR
-$171.1K
344,142
-7%
减持
SCHC
SCHWAB STRATEGIC TR
-$161.0K
60,313
-6%
增持
IVV
ISHARES TR
+$132.1K
2,012
+9%
减持
SPSB
SPDR SER TR
-$115.1K
149,263
-2%
减持
HSY
HERSHEY CO
-$114.6K
5,950
-4%
减持
NOW
SERVICENOW INC
+$106.4K
4,948
-0%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$97.9K
620,870
+1%
减持
DDOG
DATADOG INC
+$96.8K
16,532
-0%
减持
GLD
SPDR GOLD TR
+$91.4K
21,689
-2%
减持
JNJ
JOHNSON & JOHNSON
-$88.9K
2,787
-11%
增持
DHR
DANAHER CORPORATION
+$81.4K
26,465
+1%
减持
ZTS
ZOETIS INC
-$74.9K
59,821
-3%
减持
TJX
TJX COS INC NEW
-$73.8K
164,710
-8%
减持
FCN
FTI CONSULTING INC
+$64.4K
15,177
-0%
减持
IEFA
ISHARES TR
-$63.9K
17,217
-3%
减持
EWX
SPDR INDEX SHS FDS
-$58.0K
36,096
-6%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$51.4K
9,823
-0%
减持
AMZN
AMAZON COM INC
+$45.8K
4,677
-2%
减持
COP
CONOCOPHILLIPS
-$44.1K
3,104
-1%
增持
SONY
SONY GROUP CORP
-$42.4K
164,097
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$35.2K
27,151
-2%
减持
IVE
ISHARES TR
-$31.7K
2,285
-5%
增持
—
EXXON MOBIL CORP
+$30.2K
4,197
+8%
减持
ABT
ABBOTT LABS
-$29.1K
2,269
-3%
减持
KVYO
KLAVIYO INC
-$28.3K
44,974
-0%
减持
MRK
MERCK & CO INC
-$27.6K
1,979
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$25.3K
8,249
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$24.4K
461
+6%
减持
SCHG
SCHWAB STRATEGIC TR
+$21.0K
5,143
-4%
增持
GE
GE AEROSPACE
-$16.7K
1,261
+2%
减持
FNDE
SCHWAB STRATEGIC TR
+$15.1K
351,194
-6%
减持
AJG
GALLAGHER ARTHUR J & CO
+$10.3K
6,508
-3%
增持
C
CITIGROUP INC
+$6.8K
9,259
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.7K
40,692
-3%
