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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 10
增持 54
减持 56
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$10.1M
73,653
-60%
清仓
ZTS
ZOETIS INC
-$9.6M
0
-100%
减持
GOOG
ALPHABET INC
+$6.5M
114,924
-5%
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
MELI
MERCADOLIBRE INC
-$3.6M
10,501
-1%
增持
IEI
ISHARES TR
+$3.3M
271,164
+12%
增持
FDX
FEDEX CORP
+$3.1M
58,330
+0%
减持
USFR
WISDOMTREE TR
-$3.1M
122,716
-34%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.0M
93,369
+3%
增持
MBB
ISHARES TR
+$3.0M
335,234
+10%
减持
SONY
SONY GROUP CORP
-$2.8M
814,583
-1%
减持
LLY
ELI LILLY & CO
+$2.4M
8,374
-3%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.2M
530,689
+5%
增持
DHR
DANAHER CORPORATION
+$2.1M
49,619
+6%
减持
HD
HOME DEPOT INC
-$2.1M
32,010
-1%
减持
AAPL
APPLE INC
+$2.0M
149,125
-1%
增持
SHY
ISHARES TR
+$2.0M
202,646
+14%
减持
CDW
CDW CORP
-$1.9M
69,016
-3%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.8M
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.8M
705,562
+6%
减持
APH
AMPHENOL CORP NEW
+$1.7M
173,374
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.7M
47,475
-1%
减持
ORCL
ORACLE CORP
-$1.6M
18,158
-0%
清仓
PGR
PROGRESSIVE CORP
-$1.6M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$1.5M
3,422
-28%
增持
SHOP
SHOPIFY INC
+$1.4M
19,974
+66%
增持
OZK
BANK OZK LITTLE ROCK ARK
-$1.4M
292,592
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
212,546
-7%
减持
SJNK
SPDR SERIES TRUST
-$1.4M
78,447
-40%
减持
HDB
HDFC BANK LTD
+$1.2M
570,998
-1%
减持
RBLX
ROBLOX CORP
-$1.2M
16,612
-8%
增持
CTAS
CINTAS CORP
-$1.1M
71,818
+1%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.1M
114,327
+6%
增持
TJX
TJX COS INC NEW
+$1.1M
114,204
+1%
增持
SYY
SYSCO CORP
-$1.1M
156,537
+2%
清仓
KVYO
KLAVIYO INC
-$1.1M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$978.9K
51,387
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$974.1K
58,547
+8%
增持
—
ACCENTURE PLC IRELAND
+$950.1K
33,717
+3%
增持
MOAT
VANECK ETF TRUST
+$934.2K
78,104
+8%
增持
MEDP
MEDPACE HLDGS INC
+$926.7K
18,540
+0%
减持
HUBS
HUBSPOT INC
-$910.9K
2,253
-42%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$832.6K
32,494
-3%
增持
IMTM
ISHARES TR
+$801.7K
296,631
+6%
减持
GOOGL
ALPHABET INC
+$800.5K
14,884
-6%
增持
SPTM
SPDR SERIES TRUST
+$789.6K
100,977
+8%
增持
GLDM
WORLD GOLD TR
+$780.4K
73,794
+2%
增持
META
META PLATFORMS INC
-$763.6K
10,477
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$743.3K
779
+23%
增持
QUAL
ISHARES TR
+$741.8K
44,906
+7%
增持
FNDE
SCHWAB STRATEGIC TR
+$717.1K
345,642
+6%
减持
ISRG
INTUITIVE SURGICAL INC
+$709.2K
7,158
-4%
减持
MSFT
MICROSOFT CORP
-$679.5K
13,229
-3%
增持
NOW
SERVICENOW INC
-$579.4K
17,340
+393%
减持
PODD
INSULET CORP
-$482.5K
14,457
-3%
增持
SCHE
SCHWAB STRATEGIC TR
+$474.8K
361,205
+6%
建仓
ACHR
ARCHER AVIATION INC
+$466.4K
62,027
减持
SHW
SHERWIN WILLIAMS CO
-$448.1K
7,789
-9%
增持
FNDA
SCHWAB STRATEGIC TR
+$432.0K
166,885
+8%
增持
FLGB
FRANKLIN TEMPLETON ETF TR
+$404.7K
115,572
+7%
减持
AJG
GALLAGHER ARTHUR J & CO
-$403.7K
6,118
-5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$388.1K
17,922
+7%
减持
GLD
SPDR GOLD TR
+$387.6K
16,368
-5%
增持
SCHC
SCHWAB STRATEGIC TR
+$361.2K
47,080
+20%
增持
SPDW
SPDR INDEX SHS FDS
+$337.2K
81,848
+6%
增持
CHE
CHEMED CORP NEW
-$337.2K
25,204
+1%
减持
—
ASML HOLDING N V
+$330.0K
4,432
-3%
建仓
GEV
GE VERNOVA INC
+$313.7K
480
增持
INTF
ISHARES TR
+$307.8K
67,808
+8%
减持
OMC
OMNICOM GROUP INC
-$302.5K
121,130
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$258.3K
55,034
-1%
增持
ESGE
ISHARES INC
+$257.4K
56,412
+10%
建仓
VXUS
VANGUARD STAR FDS
+$242.8K
3,219
建仓
VTI
VANGUARD INDEX FDS
+$241.7K
721
增持
NVO
NOVO-NORDISK A S
+$229.5K
157,258
+12%
增持
GE
GE AEROSPACE
+$222.9K
2,037
+52%
增持
QEMM
SPDR INDEX SHS FDS
+$220.4K
35,075
+11%
建仓
EMGF
ISHARES INC
+$216.6K
3,745
建仓
IQDF
FLEXSHARES TR
+$215.8K
7,098
建仓
BAC
BANK AMERICA CORP
+$215.6K
3,921
增持
EWX
SPDR INDEX SHS FDS
+$213.0K
32,337
+14%
减持
JPM
JPMORGAN CHASE & CO.
+$207.8K
74,164
-1%
建仓
AMAT
APPLIED MATLS INC
+$205.6K
800
清仓
SPY
SPDR S&P 500 ETF TR
-$202.3K
0
-100%
减持
FICO
FAIR ISAAC CORP
+$199.7K
1,191
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$195.2K
930
-41%
建仓
AG
FIRST MAJESTIC SILVER CORP
+$188.1K
11,290
增持
FNDC
SCHWAB STRATEGIC TR
+$186.9K
61,350
+7%
减持
IDXX
IDEXX LABS INC
+$173.1K
5,771
-1%
减持
DDOG
DATADOG INC
-$156.3K
16,633
-2%
增持
C
CITIGROUP INC
+$152.7K
9,675
+1%
减持
V
VISA INC
+$144.4K
48,879
-2%
减持
NVDA
NVIDIA CORPORATION
-$141.7K
54,413
-1%
增持
DPZ
DOMINOS PIZZA INC
-$139.6K
27,180
+2%
增持
IBDS
ISHARES TR
+$138.9K
69,255
+9%
建仓
MXCT
MAXCYTE INC
+$137.4K
88,623
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$130.3K
4,315
+24%
减持
AVGO
BROADCOM INC
+$129.5K
9,548
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$127.7K
92,606
-7%
增持
IGSB
ISHARES TR
+$126.5K
52,320
+5%
增持
IEFA
ISHARES TR
+$121.3K
17,966
+6%
增持
DIS
DISNEY WALT CO
+$115.1K
101,857
+2%
减持
ROL
ROLLINS INC
-$113.5K
77,012
-4%
增持
IBDT
ISHARES TR
+$112.2K
81,086
+6%
增持
IBDV
ISHARES TR
+$97.5K
75,816
+7%
减持
NEE
NEXTERA ENERGY INC
+$96.3K
26,253
-1%
减持
PG
PROCTER AND GAMBLE CO
-$66.0K
5,294
-1%
增持
AMZN
AMAZON COM INC
+$62.1K
4,541
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$59.4K
11,467
-17%
减持
JHMB
JOHN HANCOCK EXCHANGE TRADED
-$57.9K
683,277
-1%
增持
JNJ
JOHNSON & JOHNSON
+$55.3K
1,492
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$55.0K
629
-1%
增持
IBDU
ISHARES TR
+$53.1K
80,613
+3%
增持
ABBV
ABBVIE INC
+$50.6K
1,706
+16%
减持
ABT
ABBOTT LABS
-$43.8K
3,202
-4%
增持
IVV
ISHARES TR
+$38.2K
2,316
+0%
减持
—
EXXON MOBIL CORP
+$22.1K
3,375
-1%
减持
TSLA
TESLA INC
+$21.5K
8,295
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$9.2K
8,622
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$5.0K
16,960
-3%
减持
MSCI
MSCI INC
-$4.1K
2,672
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$3.5K
41,164
-4%
减持
IVE
ISHARES TR
-$2.9K
2,112
-3%
减持
IWM
ISHARES TR
-$2.4K
1,030
-3%
减持
CRM
SALESFORCE INC
+$1.5K
2,398
-10%
减持
IEMG
ISHARES INC
+$1.3K
4,942
-2%
