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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 116 项
建仓 3
增持 65
减持 44
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IEI
ISHARES TR
+$16.5M
251,278
+120%
清仓
SPIB
SPDR SER TR
-$13.1M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.9M
112,187
-6%
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
AAPL
APPLE INC
-$4.5M
154,583
-0%
减持
GOOG
ALPHABET INC
-$4.2M
122,292
-0%
减持
USFR
WISDOMTREE TR
-$4.1M
228,049
-26%
增持
DPZ
DOMINOS PIZZA INC
+$4.0M
25,961
+37%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
57,103
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$3.5M
76,186
-18%
减持
SONY
SONY GROUP CORP
+$3.5M
848,626
-1%
增持
MBB
ISHARES TR
+$3.5M
311,328
+11%
增持
SHY
ISHARES TR
+$2.8M
93,600
+56%
减持
MELI
MERCADOLIBRE INC
+$2.6M
10,842
-0%
增持
LLY
ELI LILLY & CO
+$2.3M
8,722
+37%
增持
APH
AMPHENOL CORP NEW
+$2.2M
174,659
+32%
增持
CHE
CHEMED CORP NEW
+$2.2M
23,750
+1%
减持
FDX
FEDEX CORP
-$2.2M
56,923
-0%
减持
VFMO
VANGUARD WELLINGTON FD
-$1.9M
106,970
-3%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.9M
48,912
+2%
增持
CTAS
CINTAS CORP
+$1.7M
71,788
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
226,112
+4%
减持
META
META PLATFORMS INC
-$1.5M
10,205
-19%
增持
NVO
NOVO-NORDISK A S
-$1.3M
130,729
+8%
清仓
LFUS
LITTELFUSE INC
-$1.3M
0
-100%
增持
NOW
SERVICENOW INC
-$1.3M
4,903
+1%
减持
TSLA
TESLA INC
-$1.3M
8,302
-2%
减持
V
VISA INC
+$1.2M
52,117
-4%
增持
ROK
ROCKWELL AUTOMATION INC
-$1.1M
48,480
+1%
增持
NVDA
NVIDIA CORPORATION
-$1.1M
44,753
+1%
增持
—
ACCENTURE PLC IRELAND
-$993.3K
33,441
+3%
减持
OMC
OMNICOM GROUP INC
-$976.5K
135,599
-5%
增持
KVYO
KLAVIYO INC
-$954.4K
90,126
+1%
增持
HDB
HDFC BANK LTD
+$928.8K
292,866
+1%
增持
IMTM
ISHARES TR
+$905.5K
284,675
+2%
增持
GLD
SPDR GOLD TR
+$847.1K
17,895
+1%
增持
DIS
DISNEY WALT CO
-$837.3K
101,165
+4%
减持
HD
HOME DEPOT INC
-$801.0K
34,442
-0%
增持
HUBS
HUBSPOT INC
-$792.0K
6,373
+0%
增持
GLDM
WORLD GOLD TR
+$762.9K
67,990
+3%
增持
CDW
CDW CORP
-$735.7K
70,847
+2%
增持
DDOG
DATADOG INC
-$712.5K
17,149
+2%
增持
CRM
SALESFORCE INC
-$688.3K
10,981
+1%
增持
MSFT
MICROSOFT CORP
-$608.7K
13,520
+0%
减持
ROL
ROLLINS INC
+$604.3K
80,694
-0%
增持
GOOGL
ALPHABET INC
-$545.0K
15,811
+0%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$505.4K
32,622
+7%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$496.9K
375
增持
ZTS
ZOETIS INC
+$471.4K
64,693
+4%
增持
AJG
GALLAGHER ARTHUR J & CO
+$443.7K
6,636
+2%
增持
DHR
DANAHER CORPORATION
-$377.4K
44,735
+8%
减持
SCHX
SCHWAB STRATEGIC TR
-$375.0K
102,123
-10%
减持
QUAL
ISHARES TR
-$355.9K
37,840
-1%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$351.5K
294,550
-0%
增持
FNDA
SCHWAB STRATEGIC TR
-$337.4K
146,253
+0%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$322.9K
681,260
+0%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$300.5K
106,850
+1%
减持
FNDE
SCHWAB STRATEGIC TR
-$291.5K
248,125
-9%
减持
ADBE
ADOBE INC
-$279.4K
4,365
-1%
减持
FNDF
SCHWAB STRATEGIC TR
+$257.5K
403,306
-6%
清仓
AVGO
BROADCOM INC
-$240.9K
0
-100%
减持
TJX
TJX COS INC NEW
-$235.7K
156,729
-2%
清仓
—
CARNIVAL CORP
-$228.4K
0
-100%
增持
FCN
FTI CONSULTING INC
-$222.1K
16,435
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$218.5K
72,477
+2%
建仓
VV
VANGUARD INDEX FDS
+$212.6K
827
增持
FICO
FAIR ISAAC CORP
-$211.1K
2,062
+2%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$207.1K
3,245
增持
INTF
ISHARES TR
+$201.8K
55,717
+6%
增持
ESGE
ISHARES INC
+$197.3K
47,467
+8%
减持
SCHE
SCHWAB STRATEGIC TR
+$194.3K
255,151
-1%
增持
IBDT
ISHARES TR
+$178.7K
71,913
+9%
减持
SCHW
SCHWAB CHARLES CORP
+$178.5K
44,873
-0%
增持
BKNG
BOOKING HOLDINGS INC
-$178.4K
631
+2%
增持
FNDC
SCHWAB STRATEGIC TR
+$156.3K
56,789
+2%
减持
BIL
SPDR SER TR
-$150.9K
123,276
-2%
增持
IDXX
IDEXX LABS INC
+$145.3K
5,874
+5%
增持
SPTM
SPDR SER TR
-$142.8K
87,163
+3%
增持
SYY
SYSCO CORP
-$140.7K
149,434
+1%
减持
AMZN
AMAZON COM INC
-$139.7K
4,682
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$133.3K
15,566
+4%
增持
SHW
SHERWIN WILLIAMS CO
+$115.5K
8,660
+1%
增持
QEMM
SPDR INDEX SHS FDS
+$92.8K
27,672
+5%
增持
IBDV
ISHARES TR
+$91.5K
65,775
+5%
增持
MOAT
VANECK ETF TRUST
+$88.1K
65,489
+7%
减持
IVV
ISHARES TR
-$85.9K
2,327
-2%
增持
IBDS
ISHARES TR
+$83.4K
57,321
+5%
减持
IEFA
ISHARES TR
+$75.2K
17,070
-1%
减持
FNDX
SCHWAB STRATEGIC TR
-$73.0K
648,230
-0%
增持
—
ASML HOLDING N V
-$70.9K
4,536
+2%
增持
JNJ
JOHNSON & JOHNSON
+$68.1K
2,159
+8%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$64.8K
34,099
+1%
增持
IBDU
ISHARES TR
+$64.8K
72,703
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$64.6K
15,417
-6%
减持
GL
GLOBE LIFE INC
-$63.0K
3,065
-27%
减持
SCHG
SCHWAB STRATEGIC TR
-$62.4K
17,464
-3%
增持
KO
COCA COLA CO
+$60.8K
4,105
+10%
增持
ABT
ABBOTT LABS
+$57.2K
2,233
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$57.0K
50,764
+2%
减持
EWX
SPDR INDEX SHS FDS
-$50.9K
16,934
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$49.8K
45,612
-1%
增持
QQQ
INVESCO QQQ TR
+$49.6K
616
+32%
减持
PODD
INSULET CORP
-$46.0K
15,545
-2%
减持
GE
GE AEROSPACE
+$42.7K
1,353
-1%
增持
IEMG
ISHARES INC
+$39.7K
5,966
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$36.8K
3,659
+2%
减持
IGSB
ISHARES TR
-$31.1K
43,823
-3%
减持
SHYG
ISHARES TR
-$27.4K
5,237
-11%
减持
COST
COSTCO WHSL CORP NEW
-$20.7K
229
-12%
增持
SYK
STRYKER CORPORATION
+$18.8K
920
+2%
减持
SCHC
SCHWAB STRATEGIC TR
+$18.7K
25,323
-2%
增持
C
CITIGROUP INC
+$10.4K
9,485
+1%
增持
NEE
NEXTERA ENERGY INC
+$9.0K
26,510
+2%
减持
IVE
ISHARES TR
-$7.0K
2,216
-1%
增持
MEDP
MEDPACE HLDGS INC
-$5.5K
17,969
+9%
减持
—
EXXON MOBIL CORP
-$4.8K
3,756
-11%
减持
MA
MASTERCARD INCORPORATED
-$1.6K
415
-5%
