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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 85
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
STIP
ISHARES TR
+$127.6M
1,453,255
+554%
增持
MSFT
MICROSOFT CORP
+$120.5M
1,356,446
+72%
减持
IEF
ISHARES TR
-$96.3M
990,423
-50%
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。
建仓
SPTM
SPDR SERIES TRUST
+$70.4M
494,999
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$57.7M
79,971
+14%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$56.8M
6
-93%
清仓
SDY
SPDR SERIES TRUST
-$45.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$39.0M
667,009
+54%
减持
VUG
VANGUARD INDEX FDS
-$33.0M
622,805
-0%
增持
VTV
VANGUARD INDEX FDS
+$21.3M
1,792,680
+4%
增持
HEFA
ISHARES TR
+$18.0M
5,929,029
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$15.4M
11,155,948
+1%
增持
IVV
ISHARES TR
+$13.5M
840,530
+8%
增持
DFLV
DIMENSIONAL ETF TRUST
+$12.0M
4,591,120
+3%
增持
GOOG
ALPHABET INC
+$11.1M
218,782
+33%
减持
GOVT
ISHARES TR
-$10.9M
51,921
-90%
减持
VV
VANGUARD INDEX FDS
-$9.9M
443,513
-2%
增持
AAPL
APPLE INC
+$9.7M
720,415
+13%
增持
—
EXXON MOBIL CORP
+$9.2M
177,299
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$8.1M
31,472
+17%
增持
SBUX
STARBUCKS CORP
+$7.4M
267,574
+36%
增持
TSLA
TESLA INC
+$6.8M
108,526
+45%
增持
LLY
ELI LILLY & CO
-$6.2M
44,190
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.1M
4,308,904
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$6.0M
2,229,989
+2%
减持
MA
MASTERCARD INCORPORATED
-$5.8M
21,848
-25%
减持
IEI
ISHARES TR
-$5.8M
117,171
-29%
减持
ABT
ABBOTT LABORATORIES
-$5.4M
55,865
-37%
增持
WMT
WALMART INC
+$5.4M
181,695
+18%
增持
BIL
SPDR SERIES TRUST
+$5.1M
131,122
+73%
增持
VOO
VANGUARD INDEX FDS
+$4.9M
389,384
+7%
减持
—
ACCENTURE PLC IRELAND
-$4.9M
13,107
-53%
减持
LRCX
LAM RESEARCH CORP
+$4.7M
197,856
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.7M
2,570,908
+0%
增持
AVGO
BROADCOM INC
+$4.6M
169,200
+23%
增持
ORCL
ORACLE CORP
-$4.6M
106,305
+3%
减持
SMMD
ISHARES TR
-$4.4M
775,027
-9%
增持
NVDA
NVIDIA CORPORATION
+$4.3M
829,722
+10%
减持
WM
WASTE MGMT INC DEL
-$4.2M
15,680
-56%
减持
—
MEDTRONIC PLC
-$4.0M
24,021
-62%
减持
VTI
VANGUARD INDEX FDS
-$3.8M
150,033
-3%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
97,647
+0%
减持
V
VISA INC
-$3.7M
63,286
-3%
减持
SO
SOUTHERN CO
-$3.7M
29,666
-61%
增持
AGG
ISHARES TR
+$3.5M
1,316,830
+3%
建仓
AVUS
AMERICAN CENTY ETF TR
+$3.4M
30,702
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.3M
50,206
-4%
增持
IWB
ISHARES TR
-$3.3M
200,572
+0%
增持
MRK
MERCK & CO INC
+$3.3M
133,666
+10%
增持
APH
AMPHENOL CORP
+$3.2M
56,643
+95%
增持
MPC
MARATHON PETE CORP
+$3.2M
18,478
+133%
减持
QQQ
INVESCO QQQ TR
-$3.2M
26,653
-12%
增持
DIS
DISNEY WALT CO
+$3.1M
79,594
+100%
增持
IEFA
ISHARES TR
+$3.1M
510,115
+6%
增持
VB
VANGUARD INDEX FDS
+$3.0M
320,036
+2%
增持
AMAT
APPLIED MATLS INC
+$2.9M
28,520
+6%
减持
MUB
ISHARES TR
-$2.8M
522,464
-4%
增持
BAC
BANK AMERICA CORP
+$2.8M
214,764
+54%
减持
KO
COCA COLA CO
-$2.8M
102,658
-32%
增持
NKE
NIKE INC
+$2.7M
230,371
+55%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.6M
202,419
+8%
减持
PEP
PEPSICO INC
-$2.6M
38,455
-35%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.5M
35,341
+65%
减持
MS
MORGAN STANLEY
-$2.5M
58,794
-14%
增持
PSX
PHILLIPS 66
+$2.4M
41,492
+4%
清仓
STAG
STAG INDL INC
-$2.4M
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$2.3M
113,170
+16%
减持
PFE
PFIZER INC
-$2.3M
149,848
-43%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.3M
1,365,541
-2%
增持
AMGN
AMGEN INC
+$2.2M
21,717
+30%
清仓
—
AMDOCS LTD
-$2.2M
0
-100%
增持
DE
DEERE & CO
+$2.2M
15,144
+11%
减持
SNX
TD SYNNEX CORPORATION
-$2.2M
2,001
-88%
减持
INTU
INTUIT
-$2.1M
8,207
-4%
减持
REGL
PROSHARES TR
-$2.1M
2,023,071
-4%
增持
DTM
DT MIDSTREAM INC
+$2.1M
18,197
+461%
增持
GEV
GE VERNOVA INC
+$2.0M
8,079
+5%
增持
T
AT&T INC
+$2.0M
405,922
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.0M
244,190
+10%
增持
SNDK
SANDISK CORP
+$2.0M
4,468
+23%
增持
MU
MICRON TECHNOLOGY INC
+$2.0M
23,457
+12%
增持
NEM
NEWMONT CORP
+$1.9M
48,591
+46%
增持
QCOM
QUALCOMM INC
+$1.9M
62,694
+74%
增持
TSN
TYSON FOODS INC
+$1.9M
36,213
+425%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
653,782
+5%
清仓
CUBE
CUBESMART
-$1.9M
0
-100%
减持
APP
APPLOVIN CORP
-$1.9M
4,602
-16%
增持
JBHT
HUNT J B TRANS SVCS INC
+$1.9M
9,965
+730%
减持
ROL
ROLLINS INC
-$1.9M
8,250
-79%
增持
NFLX
NETFLIX INC.
+$1.8M
194,225
+8%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$1.8M
5,178
+128%
建仓
—
ASTRAZENECA PLC
+$1.8M
9,177
增持
HPQ
HP INC
+$1.8M
114,099
+555%
减持
TXRH
TEXAS ROADHOUSE INC
-$1.8M
4,383
-71%
建仓
AOS
SMITH A O CORP
+$1.8M
26,864
减持
DPZ
DOMINOS PIZZA INC
-$1.8M
847
-83%
减持
CAT
CATERPILLAR INC
+$1.7M
27,522
-11%
增持
VMC
VULCAN MATLS CO
+$1.7M
8,983
+237%
清仓
SPYM
SPDR SERIES TRUST
-$1.7M
0
-100%
增持
SYY
SYSCO CORP
+$1.7M
33,163
+252%
增持
INTC
INTEL CORP
+$1.7M
129,258
+18%
清仓
KBR
KBR INC
-$1.7M
0
-100%
增持
TOL
TOLL BROTHERS INC
+$1.6M
21,369
+127%
增持
META
META PLATFORMS INC
-$1.6M
80,236
+11%
减持
VXF
VANGUARD INDEX FDS
-$1.6M
191,588
-2%
减持
WRB
BERKLEY W R CORP
-$1.6M
8,150
-73%
增持
RMD
RESMED INC
+$1.6M
10,705
+214%
清仓
—
ASTRAZENECA PLC
-$1.6M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$1.6M
9,054
-13%
增持
CRM
SALESFORCE INC
+$1.6M
73,945
+60%
增持
HON
HONEYWELL INTL INC
+$1.6M
35,361
+7%
增持
NULG
NUSHARES ETF TR
+$1.6M
141,366
+22%
建仓
MATX
MATSON INC
+$1.6M
9,494
减持
NOW
SERVICENOW INC
-$1.6M
30,538
-1%
增持
EXPE
EXPEDIA GROUP INC
+$1.5M
11,552
+191%
减持
HRL
HORMEL FOODS CORP
-$1.5M
19,933
-76%
增持
HD
HOME DEPOT INC
+$1.5M
48,409
+16%
增持
SLGN
SILGAN HLDGS INC
+$1.5M
44,497
+708%
增持
GLW
CORNING INC
+$1.5M
23,547
+20%
增持
GWW
WW GRAINGER INC
+$1.4M
2,337
+113%
增持
JPM
JPMORGAN CHASE & CO
-$1.4M
105,301
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.4M
11,346
-6%
增持
EEM
ISHARES TR
+$1.4M
435,418
+2%
减持
YUM
YUM BRANDS INC
-$1.4M
9,289
-50%
减持
IWF
ISHARES TR
-$1.4M
25,218
-2%
减持
—
STERIS PLC
-$1.4M
11,090
-26%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
15,213
+226%
减持
SUB
ISHARES TR
-$1.3M
29,494
-30%
减持
COP
CONOCOPHILLIPS
+$1.3M
34,949
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.3M
36,371
-3%
减持
ADBE
ADOBE INC
-$1.3M
9,617
-7%
减持
CAH
CARDINAL HEALTH INC
-$1.3M
16,265
-29%
增持
UPS
UNITED PARCEL SVCS INC
+$1.3M
24,268
+114%
减持
CVX
CHEVRON CORPORATION
+$1.3M
58,991
-18%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.2M
45,179
+141%
减持
OEF
ISHARES TR
-$1.2M
3,386
-50%
增持
WDC
WESTERN DIGITAL CORP
+$1.2M
9,481
+17%
增持
KR
KROGER CO
+$1.2M
55,229
+22%
减持
IXUS
ISHARES TR
-$1.1M
170,183
-9%
减持
ITOT
ISHARES TR
-$1.1M
10,827
-40%
增持
HDEF
DBX ETF TR
+$1.1M
476,982
+3%
增持
AXP
AMERICAN EXPRESS CO
-$1.1M
21,795
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.1M
793,466
+3%
增持
NVS
NOVARTIS AG
+$1.1M
18,910
+42%
减持
RELX
RELX PLC
-$1.0M
13,077
-64%
增持
VRT
VERTIV HOLDINGS CO
+$1.0M
10,499
+7%
增持
BKNG
BOOKING HOLDINGS INC
-$1.0M
936
+1%
减持
BLK
BLACKROCK INC
-$1.0M
7,389
-3%
减持
BOXX
EA SERIES TRUST
-$993.8K
14,352
-38%
增持
SCHD
SCHWAB STRATEGIC TR
+$987.4K
121,779
+22%
