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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 119 项
建仓 8
增持 56
减持 48
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$9.5M
19,760
-84%
减持
MELI
MERCADOLIBRE INC
+$6.9M
10,714
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.5M
111,138
-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。
增持
APH
AMPHENOL CORP NEW
+$6.0M
176,571
+1%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.7M
506,488
+26%
减持
TJX
TJX COS INC NEW
-$5.0M
113,916
-27%
建仓
SJNK
SPDR SERIES TRUST
+$4.5M
175,881
建仓
ISRG
INTUITIVE SURGICAL INC
+$4.3M
7,885
建仓
AXON
AXON ENTERPRISE INC
+$3.9M
4,756
增持
NVDA
NVIDIA CORPORATION
+$3.9M
55,232
+23%
减持
ROK
ROCKWELL AUTOMATION INC
+$3.5M
48,395
-0%
清仓
SCHW
SCHWAB CHARLES CORP
-$3.5M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$3.2M
75,670
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.2M
339,787
+33%
减持
AAPL
APPLE INC
-$3.2M
151,743
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
56,139
-2%
增持
FNDE
SCHWAB STRATEGIC TR
+$3.1M
324,582
+31%
减持
HDB
HDFC BANK LTD
+$3.0M
292,280
-0%
增持
CHE
CHEMED CORP NEW
-$2.9M
24,157
+2%
减持
IEI
ISHARES TR
-$2.8M
225,420
-10%
清仓
FCN
FTI CONSULTING INC
-$2.7M
0
-100%
增持
GOOG
ALPHABET INC
+$2.7M
122,875
+0%
减持
DIS
DISNEY WALT CO
+$2.5M
101,074
-0%
减持
MBB
ISHARES TR
-$2.5M
284,487
-9%
增持
VFMO
VANGUARD WELLINGTON FD
+$2.4M
107,961
+1%
减持
OMC
OMNICOM GROUP INC
-$2.0M
129,032
-5%
建仓
PGR
PROGRESSIVE CORP
+$2.0M
7,327
增持
META
META PLATFORMS INC
+$1.9M
10,480
+3%
增持
MSFT
MICROSOFT CORP
+$1.7M
13,720
+1%
建仓
MSCI
MSCI INC
+$1.6M
2,709
减持
IMTM
ISHARES TR
+$1.5M
281,656
-1%
减持
ORCL
ORACLE CORP
+$1.4M
18,579
-2%
增持
CDW
CDW CORP
+$1.3M
71,014
+0%
减持
CTAS
CINTAS CORP
+$1.2M
71,484
-0%
建仓
—
CARNIVAL CORP
+$1.2M
40,964
增持
OZK
BANK OZK LITTLE ROCK ARK
+$1.1M
295,653
+0%
减持
NOW
SERVICENOW INC
+$1.1M
4,845
-1%
增持
SHY
ISHARES TR
+$994.3K
105,453
+13%
减持
FDX
FEDEX CORP
-$988.9K
56,697
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$814.3K
656,846
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$790.0K
52,734
+4%
增持
BKNG
BOOKING HOLDINGS INC
+$769.2K
635
+1%
增持
SPTM
SPDR SERIES TRUST
+$759.0K
89,290
+2%
增持
—
ASML HOLDING N V
+$691.1K
4,613
+2%
减持
IDXX
IDEXX LABS INC
+$677.2K
5,862
-0%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$671.2K
33,870
-1%
增持
NVO
NOVO-NORDISK A S
+$634.7K
140,721
+8%
增持
QUAL
ISHARES TR
+$604.1K
38,675
+2%
减持
PODD
INSULET CORP
+$600.0K
14,903
-4%
减持
DDOG
DATADOG INC
+$591.3K
17,067
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$587.0K
15,815
+2%
减持
DHR
DANAHER CORPORATION
-$575.9K
43,509
-3%
增持
MOAT
VANECK ETF TRUST
+$554.6K
67,359
+3%
增持
TSLA
TESLA INC
+$498.1K
8,341
+0%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$496.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$455.2K
8,657
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$441.6K
50,153
+3%
增持
SYY
SYSCO CORP
+$440.6K
153,870
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$439.7K
226,872
+0%
增持
EWX
SPDR INDEX SHS FDS
+$424.5K
22,303
+32%
增持
GLDM
WORLD GOLD TR
+$376.3K
69,966
+3%
增持
—
ACCENTURE PLC IRELAND
-$354.0K
33,728
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$353.7K
152,165
+4%
增持
GOOGL
ALPHABET INC
+$351.9K
15,871
+0%
增持
SCHC
SCHWAB STRATEGIC TR
+$349.4K
29,538
+17%
减持
SONY
SONY GROUP CORP
+$342.4K
840,915
-1%
增持
FNDC
SCHWAB STRATEGIC TR
+$338.7K
56,943
+0%
增持
SPDW
SPDR INDEX SHS FDS
+$337.0K
73,496
+1%
建仓
AVGO
BROADCOM INC
+$274.8K
997
增持
ZTS
ZOETIS INC
-$263.4K
66,613
+3%
减持
AJG
GALLAGHER ARTHUR J & CO
-$237.4K
6,415
-3%
增持
ESGE
ISHARES INC
+$231.0K
48,252
+2%
清仓
SHYG
ISHARES TR
-$222.7K
0
-100%
建仓
LOW
LOWES COS INC
+$221.9K
1,000
增持
INTF
ISHARES TR
+$213.3K
56,430
+1%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$212.9K
106,932
+0%
清仓
VV
VANGUARD INDEX FDS
-$212.6K
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$210.8K
0
-100%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$207.1K
0
-100%
增持
ROL
ROLLINS INC
+$206.7K
80,939
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$202.9K
100,563
-2%
减持
USFR
WISDOMTREE TR
-$194.1K
224,281
-2%
增持
QEMM
SPDR INDEX SHS FDS
+$192.0K
28,364
+3%
增持
MEDP
MEDPACE HLDGS INC
+$188.0K
18,043
+0%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$174.8K
689,953
+1%
减持
GLD
SPDR GOLD TR
+$154.5K
17,422
-3%
减持
JNJ
JOHNSON & JOHNSON
-$149.2K
1,367
-37%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$148.1K
31,341
-4%
减持
KVYO
KLAVIYO INC
+$143.9K
85,500
-5%
增持
C
CITIGROUP INC
+$140.2K
9,558
+1%
减持
PG
PROCTER AND GAMBLE CO
-$137.5K
5,367
-8%
减持
IEFA
ISHARES TR
+$124.1K
16,956
-1%
增持
IGSB
ISHARES TR
+$117.4K
45,724
+4%
减持
AMZN
AMAZON COM INC
+$94.5K
4,491
-4%
减持
V
VISA INC
-$94.1K
51,178
-2%
减持
QQQ
INVESCO QQQ TR
-$82.0K
375
-39%
增持
CRM
SALESFORCE INC
+$80.8K
11,103
+1%
减持
—
EXXON MOBIL CORP
-$79.5K
3,406
-9%
增持
HUBS
HUBSPOT INC
-$76.2K
6,404
+0%
减持
GE
GE AEROSPACE
+$75.9K
1,347
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$72.6K
17,458
-0%
增持
IBDS
ISHARES TR
+$68.8K
59,942
+5%
增持
IBDV
ISHARES TR
+$67.1K
68,050
+3%
减持
SHW
SHERWIN WILLIAMS CO
-$67.0K
8,612
-1%
增持
DPZ
DOMINOS PIZZA INC
-$60.7K
26,336
+1%
增持
IBDT
ISHARES TR
+$60.1K
73,823
+3%
增持
IBDU
ISHARES TR
+$59.7K
74,640
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$58.9K
43,489
-5%
增持
NEE
NEXTERA ENERGY INC
-$29.7K
26,643
+1%
减持
IEMG
ISHARES INC
-$22.0K
4,997
-16%
增持
SO
SOUTHERN CO
+$13.3K
4,005
+4%
减持
IVE
ISHARES TR
+$10.1K
2,213
-0%
减持
ADBE
ADOBE INC
+$8.8K
4,350
-0%
减持
HD
HOME DEPOT INC
-$8.7K
34,405
-0%
减持
COST
COSTCO WHSL CORP NEW
-$3.7K
215
-6%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.6K
14,137
-8%
增持
KO
COCA COLA CO
-$3.4K
4,108
+0%
增持
FICO
FAIR ISAAC CORP
-$2.3K
2,079
+1%
增持
MCD
MCDONALDS CORP
+$2.2K
1,050
+8%
