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Sageworth Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sageworth Trust Co
报告期 2026-03-31 · CIK 0001482688
持仓数
172
前50大市值合计
$2.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 86
增持 25
减持 12
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
SPY
SPDR S&P 500 ETF TRUST
-$132.5M
0
-100%
建仓
—
SPDR S&P 500 ETF TRUST
+$110.7M
293,506
减持
VXUS
VANGUARD STAR FDS
-$51.5M
4,856,259
-4%
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
VTI
VANGUARD INDEX FDS
-$48.1M
1,149,668
-1%
建仓
DVY
ISHARES TR
+$39.3M
333,752
减持
ACWI
ISHARES TR
-$31.6M
1,937,807
-0%
增持
IJR
ISHARES TR
+$19.7M
685,266
+70%
减持
MLPX
GLOBAL X FDS
-$16.6M
5,979
-98%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$13.9M
910,971
+1%
增持
ACWX
ISHARES TR
+$12.7M
450,078
+211%
增持
PMAY
INNOVATOR ETFS TR
+$8.2M
319,901
+1692%
减持
EEM
ISHARES TR
-$7.2M
45,300
-77%
清仓
ABBV
ABBVIE INC
-$6.1M
0
-100%
建仓
—
ABBVIE INC CMN
+$6.0M
39,290
减持
EFA
ISHARES TR
-$5.9M
86,677
-44%
增持
VTV
VANGUARD INDEX FDS
-$5.9M
380,175
+0%
建仓
SAMT
ADVISORS INNER CIRCLE FD III
+$4.5M
200,314
清仓
BSEP
INNOVATOR S&P 500 BUFFER ETF -
-$4.3M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.3M
8,244
-92%
清仓
AMLP
ALERIAN MLP ETF
-$4.0M
0
-100%
建仓
—
ALERIAN MLP ETF
+$3.6M
104,694
减持
IVV
ISHARES TR
-$2.4M
31,780
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
9,148
+293%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
139,269
+23%
建仓
—
VANECK RUSSIA ETF
+$1.2M
220,009
清仓
—
VANECK ETF TRUST VANECK RUSSIA
-$1.2M
0
-100%
建仓
—
DIMENSIONAL EMERG CORE EQY MRK
+$1.2M
50,532
清仓
MFC
MANULIFE FINL CORP COM
-$919.0K
0
-100%
清仓
—
SELECT MED HLDGS CORP COM
-$857.0K
0
-100%
建仓
—
SELECT MEDICAL HOLDINGS CORP C
+$844.0K
35,744
建仓
—
CONOCOPHILLIPS
+$747.0K
8,323
建仓
—
MANULIFE FINL F
+$746.0K
43,048
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$738.0K
156,372
+33%
清仓
NORW
GLOBAL X FDS MSCI NORWAY ETF
-$559.0K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$508.0K
0
-100%
建仓
—
ALPHABET INC. CLASS A
+$479.0K
220
减持
ESGV
VANGUARD WORLD FD
-$474.0K
14,854
-18%
建仓
PAVE
GLOBAL X FDS
+$458.0K
17,530
清仓
COP
CONOCOPHILLIPS
-$434.0K
0
-100%
清仓
PAUG
INNOVATOR S&P 500 POWER BUFFER
-$431.0K
0
-100%
增持
BMAY
INNOVATOR ETFS TR
+$429.0K
41,878
+81%
建仓
—
SPDR S&P MIDCAP 400 ETF TRUST
+$413.0K
998
增持
IWM
ISHARES TR
-$402.0K
75,978
+18%
增持
AAPL
APPLE INC
+$389.0K
5,798
+150%
增持
AMN
AMN HEALTHCARE SVCS INC
+$343.0K
3,162
+8008%
增持
AMZN
AMAZON COM INC
-$338.0K
7,001
+2009%
建仓
—
OMNICELL, INC. CMN
+$315.0K
2,765
建仓
PANW
PALO ALTO NETWORKS INC
+$294.0K
595
建仓
—
COSTCO WHOLESALE CO
+$292.0K
610
建仓
—
INNOVATOR US EQUITY POWER BUFF
+$285.0K
10,000
清仓
CUBI
CUSTOMERS BANCORP INC
-$285.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$281.0K
4,733
+170%
建仓
—
UNITEDHEALTH GRP INC
+$280.0K
545
建仓
AXP
AMERICAN EXPRESS CO
+$279.0K
2,010
清仓
—
BLACKROCK INC
-$274.0K
0
-100%
建仓
LLY
LILLY ELI & CO
+$272.0K
840
增持
MSFT
MICROSOFT CORP
+$266.0K
4,106
+60%
建仓
—
TESLA, INC. CMN
+$261.0K
387
建仓
—
NV5 GLOBAL INC
+$251.0K
2,146
建仓
—
WIDEOPENWEST, INC. CMN
+$241.0K
13,217
减持
VSGX
VANGUARD WORLD FD
-$238.0K
12,271
-16%
建仓
TBRG
COMPUTER PROGRAMS & SYS INC
+$233.0K
7,282
清仓
—
WIDEIOENWEST, INC
-$231.0K
0
-100%
建仓
—
CHUBB LTD F
+$229.0K
1,165
清仓
MTB
M & T BANK CORP
-$229.0K
0
-100%
建仓
INBK
FIRST INTERNET BANCORP
+$223.0K
6,048
建仓
—
NEXTERA ENERGY INC
+$222.0K
2,863
建仓
—
BLACKROCK INC
+$218.0K
358
增持
PEP
PEPSICO INC
+$216.0K
1,999
+186%
建仓
—
M & T BANK CORP
+$215.0K
1,350
增持
JNJ
JOHNSON & JOHNSON
+$215.0K
5,500
+28%
建仓
—
HEALTHSTREAM, INC CMN
+$210.0K
9,672
建仓
—
ADOBE INC CMN
+$209.0K
570
建仓
—
MERCK & CO., INC. CMN
+$203.0K
2,223
建仓
—
LINDE PLC CMN
+$203.0K
706
建仓
IMAX
IMAX CORP
+$198.0K
11,705
增持
QCOM
QUALCOMM INC
+$197.0K
1,631
+2075%
建仓
—
AXOS FINANCIAL INC CMN
+$195.0K
5,453
增持
PG
PROCTER AND GAMBLE CO
+$190.0K
1,744
+339%
建仓
EMR
EMERSON ELEC CO
+$190.0K
2,391
建仓
APOG
APOGEE ENTERPRISES INC
+$189.0K
4,829
清仓
PFG
PRINCIPAL FINL
-$189.0K
0
-100%
建仓
—
GOLDMAN SACHS GROUP
+$187.0K
629
建仓
—
CUSTOMERS BANCORP, INC. CMN
+$186.0K
5,479
建仓
SFNC
SIMMONS 1ST NATL CORP
+$186.0K
8,753
清仓
GOOGL
ALPHABET INC. CLASS A
-$181.0K
0
-100%
建仓
IOSP
INNOSPEC INC
+$180.0K
1,881
建仓
—
VERIZON COMMUNICATIONS, INC. C
+$173.0K
3,416
增持
THRM
GENTHERM INC
+$173.0K
2,834
+5247%
建仓
—
PRINCIPAL FINL
+$172.0K
2,577
建仓
—
PDC ENERGY INC CMN
+$170.0K
2,755
建仓
HON
HONEYWELL INTL INC
+$170.0K
976
建仓
MCD
MCDONALDS CORP
+$168.0K
679
建仓
—
EASTERLY GOVT PPTYS INC
+$167.0K
8,776
建仓
—
NVIDIA CORP
+$165.0K
1,090
建仓
WFC
WELLS FARGO CO NEW
+$162.0K
4,134
建仓
—
EATON CORP PLC F
+$159.0K
1,264
建仓
SYK
STRYKER CORPORATION
+$156.0K
786
建仓
SLB
SCHLUMBERGER LTD
+$156.0K
4,376
建仓
HCSG
HEALTHCARE SVCS GROUP INC
+$154.0K
8,855
建仓
AMRC
AMERESCO INC
+$150.0K
3,301
建仓
AVAV
AEROVIRONMENT INC
+$147.0K
1,791
建仓
—
CYBERARK SOFTWARE LTD. CMN
+$147.0K
1,150
建仓
—
VISA INC. CMN CLASS A
+$145.0K
736
建仓
—
EXXON MOBIL CORP
+$145.0K
1,691
建仓
AORT
ARTIVION INC
+$141.0K
7,466
清仓
—
EXXON MOBIL CORPORATION CMN
-$140.0K
0
-100%
建仓
SONO
SONOS INC
+$139.0K
7,703
建仓
—
CISCO SYSTEMS INC
+$139.0K
3,266
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$138.0K
1,340
建仓
DWM
WISDOMTREE TR
+$138.0K
3,030
建仓
O
REALTY INCOME CORP
+$137.0K
2,004
建仓
—
DUPONT DE NEMOURS INC CMN
+$135.0K
2,435
清仓
OMCL
OMNICELL INC COM
-$135.0K
0
-100%
建仓
MGRC
MCGRATH RENTCORP
+$132.0K
1,741
建仓
—
GLOBAL MEDICAL REIT INC. CMN
+$125.0K
11,138
建仓
—
TELOS CORPORATION CMN
+$120.0K
14,824
建仓
ADI
ANALOG DEVICES INC
+$120.0K
819
增持
ABT
ABBOTT LABS
-$118.0K
36,575
+6%
建仓
PAPR
INNOVATOR ETFS TR
+$117.0K
4,350
建仓
—
CALAVO GROWERS INC
+$116.0K
2,790
建仓
XSOE
WISDOMTREE TR
+$109.0K
3,808
建仓
—
GREEN DOT CORPORATION CMN CLAS
+$106.0K
4,234
增持
DIS
DISNEY WALT CO
+$104.0K
1,663
+332%
建仓
—
LOVESAC COMPANY CMN
+$96.0K
3,496
增持
TGT
TARGET CORP
+$95.0K
750
+1400%
建仓
CLNE
CLEAN ENERGY FUELS CORP
+$93.0K
20,668
增持
TJX
TJX COS INC NEW
+$93.0K
12,388
+25%
建仓
TRUP
TRUPANION INC
+$90.0K
1,495
建仓
CYRX
CRYOPORT INC
+$87.0K
2,795
清仓
MA
MASTERCARD INC CLASS A
-$86.0K
0
-100%
减持
IWF
ISHARES TR
-$85.0K
70
-81%
建仓
—
CALAMP CORP
+$84.0K
20,183
建仓
—
ZOETIS INC CLASS A
+$80.0K
465
建仓
—
IROBOT CORP
+$79.0K
2,145
建仓
—
MASTERCARD INCORPORATED CMN CL
+$76.0K
242
建仓
AGCO
AGCO CORP
+$76.0K
770
减持
QQQ
INVESCO QQQ TR
-$70.0K
435
-18%
清仓
GQRE
FLEXSHARES GLOBAL QUALITY RE
-$67.0K
0
-100%
增持
—
LIVEPERSON INC
+$61.0K
4,360
+12724%
建仓
—
EXPEDIA GROUP INC.
+$59.0K
622
清仓
CARR
CARRIER GLOBAL CORPORATION
-$58.0K
0
-100%
建仓
—
CAMBIUM NETWORKS CORP
+$57.0K
3,880
清仓
SPSC
SPS COMMERCE INC
-$56.0K
0
-100%
清仓
TLTD
FLEXSHARES MORNINGSTAR DEVEL
-$55.0K
0
-100%
建仓
—
AKOUSTIS TECHNOLOGIES INC CMN
+$55.0K
14,920
清仓
ADBE
ADOBE INC
-$51.0K
0
-100%
清仓
WK
WORKIVA, INC
-$50.0K
0
-100%
清仓
RODM
LATTICE STRATEGIES TR HARTFORD
-$48.0K
0
-100%
建仓
—
SPS COMMERCE, INC. CMN
+$48.0K
427
