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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 123 项
建仓 7
增持 68
减持 36
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MBB
ISHARES TR
+$17.0M
279,918
+162%
减持
SPIB
SPDR SER TR
-$10.6M
380,544
-47%
建仓
MOAT
VANECK ETF TRUST
+$6.0M
62,395
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。
清仓
USMF
WISDOMTREE TR
-$5.1M
0
-100%
清仓
SPSB
SPDR SER TR
-$4.4M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$4.4M
10,786
+0%
减持
GOOG
ALPHABET INC
-$3.3M
121,355
-6%
减持
AAPL
APPLE INC
+$3.1M
159,352
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
59,065
-1%
减持
NVO
NOVO-NORDISK A S
-$2.9M
118,347
-1%
增持
CTAS
CINTAS CORP
-$2.7M
70,280
+187%
增持
FICO
FAIR ISAAC CORP
+$2.4M
2,035
+94%
减持
NVDA
NVIDIA CORPORATION
-$2.1M
45,289
-27%
增持
HD
HOME DEPOT INC
+$2.1M
33,883
+0%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$2.1M
22,254
+127%
增持
KVYO
KLAVIYO INC
+$2.1M
90,425
+101%
增持
SONY
SONY GROUP CORP
+$2.1M
165,791
+1%
减持
OMC
OMNICOM GROUP INC
+$2.0M
149,188
-0%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.0M
46,613
+3%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$2.0M
684,737
+10%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$1.9M
33,934
+75%
增持
—
ACCENTURE PLC IRELAND
+$1.8M
31,363
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$1.8M
8,536
+78%
建仓
HUBS
HUBSPOT INC
+$1.7M
3,237
减持
FDX
FEDEX CORP
-$1.7M
56,753
-1%
减持
SHYG
ISHARES TR
-$1.6M
5,881
-86%
增持
SHY
ISHARES TR
+$1.6M
59,762
+43%
增持
CHE
CHEMED CORP NEW
+$1.5M
22,961
+1%
清仓
IBP
INSTALLED BLDG PRODS INC
-$1.4M
0
-100%
增持
ZTS
ZOETIS INC
+$1.4M
60,236
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
51,310
+8%
清仓
—
KELLANOVA
-$1.4M
0
-100%
减持
CRM
SALESFORCE INC
-$1.3M
10,981
-35%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.3M
532,791
+1%
增持
DPZ
DOMINOS PIZZA INC
-$1.3M
17,262
+2%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.2M
0
-100%
增持
IEI
ISHARES TR
+$1.2M
112,300
+6%
增持
SYY
SYSCO CORP
+$1.2M
143,084
+2%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.2M
357,800
+2%
清仓
SNOW
SNOWFLAKE INC
-$1.1M
0
-100%
清仓
HSY
HERSHEY CO
-$1.1M
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
349,397
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
208,631
+3%
减持
BIL
SPDR SER TR
-$1.0M
27,933
-29%
清仓
EPAM
EPAM SYS INC
-$1.0M
0
-100%
增持
MEDP
MEDPACE HLDGS INC
-$943.2K
15,625
+4%
增持
META
META PLATFORMS INC
+$935.4K
12,965
+1%
增持
DHR
DANAHER CORPORATION
+$923.2K
27,104
+2%
减持
VFMO
VANGUARD WELLINGTON FD
+$918.8K
113,879
-2%
减持
TJX
TJX COS INC NEW
+$872.9K
161,710
-2%
增持
IBDT
ISHARES TR
+$865.5K
65,467
+101%
减持
FNDX
SCHWAB STRATEGIC TR
+$829.8K
222,378
-2%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$744.0K
0
-100%
增持
—
ASML HOLDING N V
-$719.2K
4,481
+3%
增持
IBDU
ISHARES TR
+$718.0K
70,214
+71%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$681.4K
292,021
+1%
减持
USFR
WISDOMTREE TR
-$673.4K
306,030
-4%
增持
SPTM
SPDR SER TR
+$614.8K
89,357
+5%
增持
GLDM
WORLD GOLD TR
+$602.1K
62,487
+8%
增持
QUAL
ISHARES TR
+$599.7K
38,841
+4%
增持
TSLA
TESLA INC
+$561.1K
8,436
+1%
减持
V
VISA INC
+$547.9K
54,397
-1%
增持
PODD
INSULET CORP
+$547.5K
15,983
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$534.2K
96,535
-1%
减持
NOW
SERVICENOW INC
+$516.0K
4,929
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$489.6K
122,671
-2%
增持
HDB
HDFC BANK LTD
-$466.1K
285,725
+0%
减持
IMTM
ISHARES TR
+$392.7K
285,894
-1%
减持
NEE
NEXTERA ENERGY INC
+$346.5K
25,661
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$335.5K
45,376
+2%
减持
FNDA
SCHWAB STRATEGIC TR
+$331.2K
74,661
-0%
减持
HALO
HALOZYME THERAPEUTICS INC
+$326.0K
66,837
-0%
增持
IBDV
ISHARES TR
+$314.6K
62,056
+24%
清仓
XSOE
WISDOMTREE TR
-$294.7K
0
-100%
减持
LLY
ELI LILLY & CO
-$289.9K
6,248
-3%
减持
GLD
SPDR GOLD TR
-$288.5K
17,999
-17%
增持
ESGE
ISHARES INC
+$287.9K
43,837
+12%
增持
IVV
ISHARES TR
+$273.5K
2,383
+18%
清仓
SPY
SPDR S&P 500 ETF TR
-$250.7K
0
-100%
增持
QEMM
SPDR INDEX SHS FDS
+$250.1K
24,969
+11%
增持
SPDW
SPDR INDEX SHS FDS
+$237.0K
69,429
+3%
增持
GOOGL
ALPHABET INC
-$234.4K
16,349
+1%
建仓
—
ENTERPRISE BANCORP INC MASS
+$233.6K
7,308
减持
ENPH
ENPHASE ENERGY INC
+$223.7K
17,221
-0%
增持
FNDC
SCHWAB STRATEGIC TR
+$220.8K
61,361
+1%
增持
EWX
SPDR INDEX SHS FDS
+$216.9K
36,992
+2%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
+$214.8K
107,474
-1%
建仓
MA
MASTERCARD INCORPORATED
+$214.8K
435
建仓
UNH
UNITEDHEALTH GROUP INC
+$214.6K
367
增持
INTF
ISHARES TR
+$212.9K
52,542
+7%
建仓
AVGO
BROADCOM INC
+$211.8K
1,228
清仓
AMAT
APPLIED MATLS INC
-$210.0K
0
-100%
增持
FCN
FTI CONSULTING INC
+$204.0K
15,271
+1%
建仓
DRI
DARDEN RESTAURANTS INC
+$200.6K
1,222
增持
BKNG
BOOKING HOLDINGS INC
+$191.0K
620
+1%
增持
DDOG
DATADOG INC
-$190.0K
16,983
+3%
增持
SCHC
SCHWAB STRATEGIC TR
+$181.2K
60,397
+0%
增持
MSFT
MICROSOFT CORP
-$163.1K
13,472
+1%
增持
ROK
ROCKWELL AUTOMATION INC
-$159.7K
45,809
+1%
增持
ADBE
ADOBE INC
-$149.5K
4,401
+1%
增持
IDXX
IDEXX LABS INC
+$144.4K
5,715
+2%
增持
IGSB
ISHARES TR
+$134.9K
41,678
+4%
减持
ROL
ROLLINS INC
+$115.5K
80,610
-1%
增持
DIS
DISNEY WALT CO
-$114.6K
94,350
+2%
增持
IEFA
ISHARES TR
+$100.3K
17,309
+1%
增持
IBDS
ISHARES TR
+$98.3K
53,112
+5%
增持
APH
AMPHENOL CORP NEW
-$97.0K
124,111
+2%
减持
CDW
CDW CORP
+$89.6K
68,364
-1%
减持
JNJ
JOHNSON & JOHNSON
-$82.4K
2,005
-28%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$81.3K
15,273
+1%
增持
LFUS
LITTELFUSE INC
+$78.5K
5,454
+2%
增持
GE
GE AEROSPACE
+$44.3K
1,298
+3%
增持
IVE
ISHARES TR
+$34.8K
2,286
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$32.5K
8,232
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.0K
638
-4%
增持
COST
COSTCO WHSL CORP NEW
+$27.1K
277
+8%
减持
SCHF
SCHWAB STRATEGIC TR
-$25.7K
24,743
-9%
减持
SCHX
SCHWAB STRATEGIC TR
-$20.8K
38,227
-6%
减持
SCHG
SCHWAB STRATEGIC TR
+$17.0K
5,141
-0%
增持
MRK
MERCK & CO INC
-$15.2K
2,024
+2%
增持
AMZN
AMAZON COM INC
+$8.4K
4,896
+5%
减持
ABT
ABBOTT LABS
+$5.1K
2,113
-7%
增持
C
CITIGROUP INC
-$2.7K
9,343
+1%
