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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 118 项
建仓 7
增持 59
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
HDB
HDFC BANK LTD
-$9.2M
466,988
-18%
清仓
—
ACCENTURE PLC IRELAND
-$9.0M
0
-100%
增持
IEFA
ISHARES TR
+$8.1M
107,447
+498%
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
NVO
NOVO-NORDISK A S
-$7.6M
9,624
-94%
建仓
FRDM
EA SERIES TRUST
+$6.2M
113,975
减持
SCHE
SCHWAB STRATEGIC TR
-$6.1M
174,124
-52%
减持
APH
AMPHENOL CORP
-$5.2M
144,299
-17%
减持
GOOG
ALPHABET INC
-$4.4M
110,442
-4%
减持
FDX
FEDEX CORP
+$3.8M
57,982
-1%
增持
SONY
SONY GROUP CORP
-$3.7M
830,909
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$3.4M
94,124
+1%
减持
MELI
MERCADOLIBRE INC
-$3.3M
10,335
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.1M
234,920
+11%
增持
FNDF
SCHWAB STRATEGIC TR
+$3.1M
553,828
+4%
减持
AAPL
APPLE INC
-$3.1M
147,567
-1%
增持
MEDP
MEDPACE HLDGS INC
+$2.9M
27,625
+49%
减持
V
VISA INC
-$2.4M
48,612
-1%
减持
JPM
JPMORGAN CHASE & CO
-$2.3M
73,486
-1%
减持
DHR
DANAHER CORP DEL
-$2.1M
48,584
-2%
清仓
NEE
NEXTERA ENERGY INC
-$2.1M
0
-100%
减持
FLGB
FRANKLIN TEMPLETON ETF TR
-$2.1M
52,830
-54%
增持
GLDM
WORLD GOLD TR
+$2.0M
90,000
+22%
增持
SPTM
SPDR SERIES TRUST
+$1.9M
128,874
+28%
减持
ROL
ROLLINS INC
-$1.7M
54,307
-29%
增持
QUAL
ISHARES TR
+$1.7M
55,295
+23%
增持
DIS
DISNEY WALT CO
-$1.7M
102,807
+1%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.7M
46,807
-1%
减持
MSFT
MICROSOFT CORP
-$1.6M
12,880
-3%
减持
LLY
ELI LILLY & CO
-$1.5M
8,200
-2%
增持
MBB
ISHARES TR
+$1.4M
351,174
+5%
增持
CTAS
CINTAS CORP
-$1.4M
71,826
+0%
增持
VFMO
VANGUARD WELLINGTON FD
+$1.3M
117,522
+3%
减持
PODD
INSULET CORP
-$1.3M
13,461
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
55,068
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
3,712
增持
FNDX
SCHWAB STRATEGIC TR
+$1.2M
734,136
+4%
减持
META
META PLATFORMS INC
-$1.2M
9,920
-5%
增持
DPZ
DOMINOS PIZZA INC
-$1.2M
28,159
+4%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$1.2M
22,331
-31%
增持
AMT
AMERICAN TOWER CORP
+$1.2M
59,285
+15%
减持
SHOP
SHOPIFY INC
-$1.1M
18,088
-9%
增持
QEMM
SPDR INDEX SHS FDS
+$1.0M
48,207
+37%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.0M
6,611
-8%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
52,443
-4%
增持
MOAT
VANECK ETF TRUST
+$991.6K
93,899
+20%
减持
NOW
SERVICENOW INC
-$953.7K
16,285
-6%
增持
INTF
ISHARES TR
+$950.2K
90,090
+33%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$945.3K
63,362
+8%
增持
CDW
CDW CORP
-$917.2K
70,093
+2%
增持
IMTM
ISHARES TR
+$906.2K
315,194
+6%
清仓
HUBS
HUBSPOT INC
-$904.1K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
-$879.3K
782
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$872.6K
22,748
+27%
减持
FICO
FAIR ISAAC CORP
-$867.0K
1,074
-10%
增持
FNDE
SCHWAB STRATEGIC TR
+$863.8K
348,345
+1%
减持
IDXX
IDEXX LABS INC
-$830.7K
5,470
-5%
减持
SHW
SHERWIN WILLIAMS CO
-$810.5K
5,345
-31%
减持
—
ASML HLDG NV
+$776.8K
4,178
-6%
增持
IEI
ISHARES TR
+$744.8K
279,159
+3%
减持
TSLA
TESLA INC
-$735.2K
8,057
-3%
增持
CHE
CHEMED CORP NEW
-$688.7K
26,725
+6%
减持
OMC
OMNICOM GROUP INC
-$684.0K
120,797
-0%
减持
TJX
TJX COS INC NEW
+$683.4K
114,128
-0%
增持
SCHC
SCHWAB STRATEGIC TR
+$625.6K
59,245
+26%
增持
EWX
SPDR INDEX SHS FDS
+$616.4K
41,433
+28%
增持
SHY
ISHARES TR
+$537.4K
209,768
+4%
增持
USFR
WISDOMTREE TR
+$523.1K
133,059
+8%
减持
GOOGL
ALPHABET INC
-$505.2K
14,444
-3%
增持
SPDW
SPDR INDEX SHS FDS
+$466.4K
89,841
+10%
减持
GLD
SPDR GOLD TR
+$419.4K
16,050
-2%
增持
ESGE
ISHARES INC
+$409.9K
63,813
+13%
增持
FNDA
SCHWAB STRATEGIC TR
+$401.7K
174,536
+5%
增持
IGSB
ISHARES TR
+$373.2K
59,739
+14%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$371.2K
6,190
+43%
增持
IBDT
ISHARES TR
+$354.2K
95,471
+18%
减持
SCHX
SCHWAB STRATEGIC TR
-$334.4K
84,152
-9%
增持
IVV
ISHARES TR
+$318.4K
2,916
+26%
减持
BIL
SPDR SERIES TRUST
-$299.3K
70,178
-5%
建仓
SII
SPROTT INC
+$285.8K
2,000
清仓
VXUS
VANGUARD STAR FDS
-$242.8K
0
-100%
建仓
MRK
MERCK & CO INC
+$242.1K
2,013
清仓
VTI
VANGUARD INDEX FDS
-$241.7K
0
-100%
增持
IBDV
ISHARES TR
+$239.9K
87,399
+15%
增持
AJG
GALLAGHER ARTHUR J & CO
-$231.6K
6,241
+2%
建仓
IOO
ISHARES TR
+$226.5K
1,872
增持
IBDU
ISHARES TR
+$223.1K
90,707
+13%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$219.2K
2,915
清仓
BAC
BANK AMERICA CORP
-$215.6K
0
-100%
建仓
WMT
WALMART INC
+$207.7K
1,671
减持
MSCI
MSCI INC
-$197.3K
2,478
-7%
减持
GE
GE AEROSPACE
-$193.6K
1,529
-25%
增持
FNDC
SCHWAB STRATEGIC TR
+$189.0K
63,032
+3%
增持
DDOG
DATADOG INC
-$187.9K
17,569
+6%
增持
AXON
AXON ENTERPRISE INC
-$179.3K
4,154
+21%
增持
SYY
SYSCO CORP
-$158.4K
159,495
+2%
减持
—
EXXON MOBIL CORP
+$154.9K
3,307
-2%
增持
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$145.5K
694,444
+2%
增持
IBDS
ISHARES TR
+$142.2K
75,236
+9%
减持
SCHF
SCHWAB STRATEGIC TR
-$125.0K
34,931
-15%
减持
SCHA
SCHWAB STRATEGIC TR
-$114.7K
7,285
-36%
增持
HD
HOME DEPOT INC
+$94.7K
33,778
+6%
减持
ABBV
ABBVIE INC
-$84.2K
1,405
-18%
增持
AMZN
AMAZON COM INC
-$81.6K
4,641
+2%
减持
SPEM
SPDR INDEX SHS FDS
-$78.1K
6,938
-20%
增持
AVGO
BROADCOM INC
+$76.5K
10,924
+14%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$65.2K
294,843
+1%
减持
SJNK
SPDR SERIES TRUST
-$49.2K
77,545
-1%
增持
RBLX
ROBLOX CORP
+$42.4K
24,549
+48%
增持
IVE
ISHARES TR
+$36.1K
2,292
+9%
增持
C
CITIGROUP INC
-$25.8K
9,727
+1%
减持
KO
COCA COLA CO
+$23.6K
4,086
-1%
增持
SCHG
SCHWAB STRATEGIC TR
-$22.4K
18,222
+7%
增持
IEMG
ISHARES INC
+$18.8K
5,032
+2%
减持
QQQ
INVESCO QQQ TR
-$17.3K
367
-2%
增持
EMGF
ISHARES INC
+$12.6K
3,793
+1%
减持
SO
SOUTHERN CO
-$10.9K
3,505
-12%
增持
IQDF
FLEXSHARES TR
+$10.4K
7,143
+1%
减持
GEV
GE VERNOVA INC
-$5.6K
353
-26%
