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COLDSTREAM CAPITAL MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COLDSTREAM CAPITAL MANAGEMENT INC
报告期 2026-03-31 · CIK 0001082339
持仓数
1,192
前50大市值合计
$6.05B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 70
减持 70
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$116.1M
789,112
+54%
增持
SPY
SPDR S&P 500 ETF TR
+$65.8M
125,986
+318%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$52.7M
81
-46%
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
IVV
ISHARES TR
+$33.2M
781,814
+4%
增持
AAPL
APPLE INC
+$20.6M
636,854
+6%
增持
STIP
ISHARES TR
+$20.4M
222,052
+871%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$17.8M
1,400,031
+28%
减持
DFAI
DIMENSIONAL ETF TRUST
+$16.4M
11,001,558
-1%
增持
HEFA
ISHARES TR
+$15.7M
5,656,741
+3%
减持
REGL
PROSHARES TR
-$15.6M
2,100,534
-7%
增持
LLY
ELI LILLY & CO
+$14.5M
43,571
+3%
增持
VTV
VANGUARD INDEX FDS
+$14.4M
1,729,977
+2%
增持
SDY
SPDR SERIES TRUST
+$13.9M
325,101
+45%
增持
GOOG
ALPHABET INC
+$13.6M
164,788
+5%
增持
AMZN
AMAZON COM INC
+$12.6M
432,823
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$12.0M
4,440,601
+4%
增持
GOOGL
ALPHABET INC
+$11.7M
167,485
+0%
增持
QUAL
ISHARES TR
+$10.7M
1,076,830
+3%
减持
ORCL
ORACLE CORP
-$10.0M
103,674
-3%
减持
VXF
VANGUARD INDEX FDS
-$8.8M
196,301
-18%
增持
IJH
ISHARES TR
+$7.5M
1,173,446
+10%
增持
VOO
VANGUARD INDEX FDS
+$7.4M
363,127
+1%
增持
QQQ
INVESCO QQQ TR
+$6.8M
30,192
+55%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
752,943
+5%
增持
VTI
VANGUARD INDEX FDS
+$6.0M
154,872
+11%
增持
IEI
ISHARES TR
+$5.7M
164,672
+41%
增持
META
META PLATFORMS INC
-$4.9M
72,030
+1%
增持
GLD
SPDR GOLD TR
+$4.7M
19,873
+123%
减持
ZTS
ZOETIS INC
-$4.3M
5,727
-83%
减持
LRCX
LAM RESEARCH CORP
+$4.3M
219,496
-12%
减持
VUG
VANGUARD INDEX FDS
-$4.2M
625,220
-3%
增持
TSLA
TESLA INC
+$4.1M
74,630
+13%
减持
SMMD
ISHARES TR
-$4.0M
847,846
-7%
减持
EQR
EQUITY RESIDENTIAL
-$4.0M
3,250
-95%
增持
PEP
PEPSICO INC
+$3.9M
59,388
+80%
减持
TLH
ISHARES TR
-$3.8M
10,575
-78%
增持
PLD
PROLOGIS INC.
+$3.7M
44,128
+163%
减持
HD
HOME DEPOT INC
-$3.4M
41,832
-5%
增持
EEM
ISHARES TR
+$3.3M
426,436
+14%
增持
CAT
CATERPILLAR INC
+$3.3M
31,050
+2%
减持
BIL
SPDR SERIES TRUST
-$3.3M
75,581
-32%
减持
CL
COLGATE PALMOLIVE CO
-$3.2M
14,396
-74%
减持
IEF
ISHARES TR
-$3.1M
1,983,958
-1%
增持
PFE
PFIZER INC
+$2.7M
260,855
+77%
建仓
BOXX
EA SERIES TRUST
+$2.7M
23,135
减持
VO
VANGUARD INDEX FDS
-$2.6M
77,971
-9%
增持
AVGO
BROADCOM INC
+$2.5M
138,077
+1%
增持
MU
MICRON TECHNOLOGY INC
+$2.5M
20,867
+0%
减持
MRK
MERCK & CO INC
+$2.5M
121,842
-1%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
26,963
+20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.4M
41,686
+4%
减持
T
AT&T INC
-$2.4M
393,665
-9%
增持
JNJ
JOHNSON & JOHNSON
+$2.4M
97,170
+2%
增持
IXUS
ISHARES TR
+$2.3M
187,728
+14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.3M
69,948
-6%
增持
IEFA
ISHARES TR
+$2.2M
481,323
+3%
清仓
MOS
MOSAIC CO NEW
-$2.1M
0
-100%
清仓
—
ISHARES TR
-$2.1M
0
-100%
建仓
HRL
HORMEL FOODS CORP
+$2.0M
83,578
减持
AGG
ISHARES TR
-$1.9M
1,274,200
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
2,562,638
-3%
增持
CRM
SALESFORCE INC
+$1.9M
46,183
+6%
增持
DHR
DANAHER CORPORATION
+$1.9M
21,671
+39%
减持
CLX
CLOROX CO DEL
-$1.9M
2,881
-84%
减持
POOL
POOL CORP
-$1.8M
1,772
-75%
增持
IWM
ISHARES TR
+$1.8M
35,219
+24%
减持
GOVT
ISHARES TR
-$1.8M
524,342
-13%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
97,719
-5%
减持
FISV
FISERV INC
-$1.7M
12,288
-38%
增持
—
EXXON MOBIL CORP
+$1.7M
173,115
+2%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.7M
4,293,101
-4%
增持
IBMT
ISHARES TR
+$1.7M
74,465
+632%
增持
EFA
ISHARES TR
+$1.6M
119,959
+13%
清仓
—
ISHARES TR
-$1.6M
0
-100%
减持
—
EATON CORP PLC
-$1.6M
12,334
-16%
增持
VB
VANGUARD INDEX FDS
+$1.6M
313,309
+1%
增持
WMT
WALMART INC
+$1.6M
154,558
+2%
增持
NEM
NEWMONT CORP
+$1.5M
33,191
+58%
减持
—
LINDE PLC
-$1.5M
16,496
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
186,594
-10%
减持
VV
VANGUARD INDEX FDS
+$1.5M
452,584
-1%
增持
YUM
YUM BRANDS INC
+$1.4M
18,763
+99%
增持
SHOP
SHOPIFY INC
+$1.4M
12,834
+174%
清仓
—
UNILEVER PLC
-$1.4M
0
-100%
减持
ABT
ABBOTT LABS
-$1.3M
88,941
-5%
增持
HDEF
DBX ETF TR
+$1.3M
462,730
+5%
减持
CSCO
CISCO SYS INC
+$1.3M
210,980
-3%
减持
DON
WISDOMTREE TR
-$1.3M
490,747
-3%
建仓
UL
UNILEVER PLC
+$1.2M
18,783
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
5,924
-49%
减持
RTX
RTX CORPORATION
+$1.2M
75,119
-0%
增持
WFC
WELLS FARGO CO NEW
+$1.2M
74,314
+8%
增持
CF
CF INDS HLDGS INC
+$1.1M
17,863
+589%
增持
MUB
ISHARES TR
+$1.1M
544,186
+1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$1.1M
2,553
减持
AMAT
APPLIED MATLS INC
+$1.1M
26,833
-5%
减持
CDE
COEUR MNG INC
-$1.1M
13,147
-82%
增持
—
ACCENTURE PLC IRELAND
+$1.1M
27,851
+8%
减持
CVX
CHEVRON CORP NEW
-$1.1M
71,876
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
100,526
+1%
减持
BLK
BLACKROCK INC
-$1.1M
7,596
-4%
增持
IEMG
ISHARES INC
+$1.0M
309,301
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.0M
1,423,400
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
12,068
-2%
减持
CAH
CARDINAL HEALTH INC
+$971.1K
22,979
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$970.4K
8,352
-21%
减持
AMT
AMERICAN TOWER CORP NEW
-$967.5K
27,693
-9%
减持
SAP
SAP SE
-$960.5K
10,036
-21%
减持
ISRG
INTUITIVE SURGICAL INC
+$959.4K
10,749
-6%
增持
AXON
AXON ENTERPRISE INC
-$942.0K
7,088
+2%
增持
NOW
SERVICENOW INC
-$930.8K
30,961
+402%
减持
PGR
PROGRESSIVE CORP
-$917.6K
14,287
-15%
增持
IVW
ISHARES TR
+$917.4K
91,581
+7%
减持
TER
TERADYNE INC
+$912.4K
17,737
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$910.9K
23,505
-18%
减持
UBER
UBER TECHNOLOGIES INC
-$890.8K
32,923
-10%
增持
BAC
BANK AMERICA CORP
+$872.7K
139,283
+6%
增持
SCHD
SCHWAB STRATEGIC TR
+$827.9K
100,211
+42%
减持
TXN
TEXAS INSTRS INC
-$825.0K
33,371
-7%
增持
OMER
OMEROS CORP
+$814.8K
53,605
+108%
减持
AJG
GALLAGHER ARTHUR J & CO
-$792.9K
13,563
-2%
减持
TMUS
T-MOBILE US INC
-$787.9K
14,436
-7%
减持
—
SPOTIFY TECHNOLOGY S A
-$783.0K
3,727
-12%
增持
APP
APPLOVIN CORP
+$780.5K
5,507
+35%
减持
IWR
ISHARES TR
-$774.4K
282,567
-2%
减持
RELX
RELX PLC
-$771.2K
36,448
-22%
减持
COIN
COINBASE GLOBAL INC
-$754.5K
3,697
-22%
减持
BX
BLACKSTONE INC
-$749.8K
12,366
-20%
减持
HON
HONEYWELL INTL INC
-$749.5K
32,979
-3%
减持
SBUX
STARBUCKS CORP
-$748.1K
196,710
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$748.0K
21,420
-5%
减持
O
REALTY INCOME CORP
-$742.2K
88,215
-6%
增持
GILD
GILEAD SCIENCES INC
+$730.6K
38,262
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$723.3K
188,351
+0%
减持
KLAC
KLA CORP
+$717.9K
8,132
-4%
减持
GLW
CORNING INC
-$715.8K
19,590
-34%
减持
SO
SOUTHERN CO
-$695.5K
75,576
-2%
减持
FAST
FASTENAL CO
-$678.7K
26,454
-25%
减持
HAWX
ISHARES TR
+$664.9K
620,339
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$660.6K
37,625
-14%
增持
DCOR
DIMENSIONAL ETF TRUST
+$658.1K
31,095
+37%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$651.6K
1,975
+208%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$642.8K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$642.1K
6,525
+32%
减持
IBN
ICICI BANK LIMITED
-$642.0K
58,493
-26%
减持
EHC
ENCOMPASS HEALTH CORP
-$638.9K
23,948
-4%
增持
XLU
SELECT SECTOR SPDR TR
-$623.7K
163,293
+88%
清仓
JD
JD.COM INC
-$622.5K
0
-100%
增持
ESML
ISHARES TR
+$619.3K
23,650
+128%
增持
C
CITIGROUP INC
+$619.1K
32,851
+4%
