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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 109 项
建仓 8
增持 44
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SERIES TRUST
+$15.0M
183,749
+830%
减持
GOOG
ALPHABET INC
+$7.8M
121,511
-1%
减持
AAPL
APPLE INC
+$7.4M
151,178
-0%
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
SHY
ISHARES TR
+$6.1M
178,420
+69%
减持
APH
AMPHENOL CORP NEW
+$4.3M
175,798
-0%
增持
MEDP
MEDPACE HLDGS INC
+$3.8M
18,450
+2%
减持
MELI
MERCADOLIBRE INC
-$3.2M
10,611
-1%
增持
AVGO
BROADCOM INC
+$2.9M
9,624
+865%
增持
HDB
HDFC BANK LTD
-$2.7M
575,800
+97%
建仓
RBLX
ROBLOX CORP
+$2.5M
18,070
减持
CRM
SALESFORCE INC
-$2.4M
2,674
-76%
减持
TJX
TJX COS INC NEW
+$2.4M
113,606
-0%
增持
MBB
ISHARES TR
+$2.2M
304,317
+7%
增持
IEI
ISHARES TR
+$2.2M
242,845
+8%
增持
VFMO
VANGUARD WELLINGTON FD
+$2.1M
108,229
+0%
减持
FICO
FAIR ISAAC CORP
-$2.0M
1,212
-42%
减持
USFR
WISDOMTREE TR
-$2.0M
184,961
-18%
减持
—
ACCENTURE PLC IRELAND
-$2.0M
32,831
-3%
减持
NVO
NOVO-NORDISK A S
-$1.9M
140,058
-0%
减持
KVYO
KLAVIYO INC
-$1.8M
37,936
-56%
减持
SONY
SONY GROUP CORP
+$1.8M
823,311
-2%
建仓
SHOP
SHOPIFY INC
+$1.8M
12,054
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
75,102
-1%
减持
HUBS
HUBSPOT INC
-$1.7M
3,880
-39%
减持
NOW
SERVICENOW INC
-$1.7M
3,516
-27%
清仓
ADBE
ADOBE INC
-$1.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
55,149
-0%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.5M
506,581
+0%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.5M
17,734
-43%
增持
CDW
CDW CORP
-$1.4M
71,020
+0%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.3M
662,637
+1%
减持
CTAS
CINTAS CORP
-$1.3M
71,404
-0%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$1.2M
3,469
减持
V
VISA INC
-$1.2M
49,792
-3%
减持
SJNK
SPDR SERIES TRUST
-$1.1M
130,336
-26%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
340,265
+0%
增持
QUAL
ISHARES TR
+$1.1M
42,044
+9%
增持
AMT
AMERICAN TOWER CORP NEW
-$1.1M
52,002
+4%
减持
DIS
DISNEY WALT CO
-$1.1M
100,202
-1%
减持
TSLA
TESLA INC
+$1.1M
8,340
-0%
减持
ORCL
ORACLE CORP
+$1.1M
18,207
-2%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.0M
324,855
+0%
减持
SYY
SYSCO CORP
+$999.4K
153,674
-0%
减持
OZK
BANK OZK LITTLE ROCK ARK
+$966.9K
291,885
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$940.0K
7,479
-5%
增持
GLDM
WORLD GOLD TR
+$935.2K
72,196
+3%
增持
SPTM
SPDR SERIES TRUST
+$854.0K
93,503
+5%
增持
MOAT
VANECK ETF TRUST
+$836.7K
72,185
+7%
减持
ZTS
ZOETIS INC
-$834.0K
65,298
-2%
增持
FDX
FEDEX CORP
+$828.6K
58,167
+3%
减持
OMC
OMNICOM GROUP INC
+$801.2K
123,681
-4%
减持
GLD
SPDR GOLD TR
+$788.4K
17,158
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$722.4K
48,058
-1%
减持
—
ASML HOLDING N V
+$714.8K
4,557
-1%
建仓
AXSM
AXSOME THERAPEUTICS INC
+$675.3K
5,560
增持
DHR
DANAHER CORPORATION
+$673.3K
46,747
+7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$657.2K
53,986
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$650.5K
55,538
-1%
增持
CHE
CHEMED CORP NEW
-$641.8K
24,838
+3%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$616.8K
1,575
减持
IDXX
IDEXX LABS INC
+$587.1K
5,840
-0%
减持
IMTM
ISHARES TR
+$558.7K
280,443
-0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$553.1K
16,772
+6%
增持
EWX
SPDR INDEX SHS FDS
+$526.7K
28,387
+27%
增持
SCHC
SCHWAB STRATEGIC TR
+$524.3K
39,164
+33%
增持
FNDA
SCHWAB STRATEGIC TR
+$467.0K
154,897
+2%
减持
HD
HOME DEPOT INC
+$453.2K
32,250
-6%
增持
DPZ
DOMINOS PIZZA INC
-$398.2K
26,566
+1%
减持
PGR
PROGRESSIVE CORP
-$391.3K
6,333
-14%
增持
ESGE
ISHARES INC
+$344.3K
51,459
+7%
建仓
ABBV
ABBVIE INC
+$339.2K
1,465
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$339.1K
33,433
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$321.8K
77,065
+5%
增持
INTF
ISHARES TR
+$320.4K
62,711
+11%
增持
QEMM
SPDR INDEX SHS FDS
+$312.0K
31,678
+12%
建仓
INDB
INDEPENDENT BK CORP MASS
+$303.2K
4,384
清仓
—
ENTERPRISE BANCORP INC MASS
-$289.7K
0
-100%
减持
MSFT
MICROSOFT CORP
+$252.8K
13,664
-0%
增持
IGSB
ISHARES TR
+$227.8K
49,786
+9%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$220.5K
108,196
+1%
清仓
COST
COSTCO WHSL CORP NEW
-$212.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$210.7K
228,155
+1%
建仓
SPY
SPDR S&P 500 ETF TR
+$202.3K
304
减持
LLY
ELI LILLY & CO
-$169.8K
8,622
-0%
减持
ROL
ROLLINS INC
+$169.2K
80,622
-0%
增持
C
CITIGROUP INC
+$162.7K
9,618
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$162.0K
99,459
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$153.5K
90,677
-18%
增持
FNDC
SCHWAB STRATEGIC TR
+$151.8K
57,206
+0%
增持
ABT
ABBOTT LABS
+$141.2K
3,322
+49%
减持
DDOG
DATADOG INC
+$125.6K
16,982
-0%
减持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$111.7K
686,820
-0%
减持
IVV
ISHARES TR
+$103.3K
2,313
-1%
增持
IBDU
ISHARES TR
+$92.3K
78,128
+5%
减持
PODD
INSULET CORP
-$90.5K
14,873
-0%
增持
IBDS
ISHARES TR
+$87.8K
63,376
+6%
增持
IBDV
ISHARES TR
+$80.1K
71,142
+5%
增持
IBDT
ISHARES TR
+$75.3K
76,484
+4%
增持
IEFA
ISHARES TR
+$70.4K
17,019
+0%
减持
GE
GE AEROSPACE
+$57.6K
1,344
-0%
减持
META
META PLATFORMS INC
-$55.8K
10,457
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$48.3K
17,494
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$32.9K
8,819
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$32.0K
42,658
-2%
增持
IEMG
ISHARES INC
+$30.9K
5,020
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$28.3K
13,833
-2%
减持
IVE
ISHARES TR
+$18.3K
2,183
-1%
减持
QQQ
INVESCO QQQ TR
+$17.1K
373
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$14.9K
8,583
-0%
