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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 73
增持 44
减持 21
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD STAR FDS
+$23.5M
3,328,541
+2%
减持
ACWI
ISHARES TR
+$13.2M
1,925,118
-0%
减持
VTI
VANGUARD INDEX FDS
+$11.5M
1,082,065
-1%
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
UAUG
INNOVATOR ETFS TR
+$11.0M
421,158
增持
VT
VANGUARD INTL EQUITY INDEX F
+$10.5M
993,570
+4%
增持
IWM
ISHARES TR
+$9.8M
157,959
+47%
减持
ACWX
ISHARES TR
+$8.9M
1,858,616
-2%
增持
DVY
ISHARES TR
+$6.8M
253,944
+14%
建仓
UNOV
INNOVATOR ETFS TR
+$6.0M
217,207
减持
VOO
VANGUARD INDEX FDS
+$4.3M
191,579
-0%
减持
VTV
VANGUARD INDEX FDS
+$3.8M
382,153
-5%
减持
—
SPDR S&P 500 ETF TRUST
+$3.6M
320,915
-4%
清仓
PFF
ISHARES PREFERRED & INCO
-$3.5M
0
-100%
减持
IJR
ISHARES TR
-$3.4M
476,533
-14%
建仓
MLPX
GLOBAL X FDS
+$3.3M
80,630
建仓
IJUL
INNOVATOR ETFS TR
+$2.1M
89,608
增持
USEP
INNOVATOR ETFS TR
+$1.8M
825,986
+5%
增持
IVV
ISHARES TR
+$1.7M
33,659
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.6M
8,795
-45%
增持
—
ABBVIE INC CMN
+$1.0M
37,853
+0%
减持
—
ALERIAN MLP ETF
-$832.0K
104,694
-21%
建仓
PDEC
INNOVATOR ETFS TR
+$827.0K
27,664
建仓
PJUN
INNOVATOR ETFS TR
+$819.0K
27,548
增持
EFA
ISHARES TR
+$735.0K
37,476
+22%
增持
—
SPDR S&P MIDCAP 400 ETF TRUST
+$733.0K
9,953
+9%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$721.0K
32,249
建仓
IWR
ISHARES TR
+$222.0K
3,288
建仓
DFEM
DIMENSIONAL ETF TRUST
+$185.0K
8,211
增持
SHW
SHERWIN WILLIAMS CO
+$170.0K
5,209
+0%
减持
STBA
S & T BANCORP INC
+$163.0K
36,379
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$137.0K
5,795
+12%
增持
SDY
SPDR SER TR
+$129.0K
4,953
+12%
清仓
PAPR
INNOVATOR ETFS TR US EQT PWR B
-$116.0K
0
-100%
减持
—
CONOCOPHILLIPS
-$115.0K
4,098
-30%
增持
XLU
SELECT SECTOR SPDR TR
+$93.0K
6,759
+15%
增持
IJH
ISHARES TR
+$86.0K
895
+51%
减持
—
SELECT MEDICAL HOLDINGS CORP C
+$79.0K
34,195
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$74.0K
2,871
+7%
建仓
IEFA
ISHARES TR
+$71.0K
1,155
减持
PANW
PALO ALTO NETWORKS INC
-$62.0K
860
-23%
增持
—
BLACKROCK INC
+$58.0K
360
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$56.0K
6,320
+0%
增持
CMI
CUMMINS INC
+$56.0K
1,414
+0%
清仓
INBK
FIRST INTERNET BANCORP COM
-$47.0K
0
-100%
增持
AAPL
APPLE INC
-$44.0K
6,165
+1%
增持
—
EXXON MOBIL CORP
+$42.0K
1,722
+2%
增持
KO
COCA COLA CO
+$30.0K
3,512
+2%
建仓
POCT
INNOVATOR ETFS TR
+$26.0K
860
清仓
SFNC
SIMMONS 1ST NATL CORP CL A $5
-$26.0K
0
-100%
清仓
—
IMAX CORPORATION CMN
-$24.0K
0
-100%
减持
—
COSTCO WHOLESALE CO
-$22.0K
118
-27%
建仓
IWS
ISHARES TR
+$21.0K
200
减持
—
ALPHABET INC. CLASS A
-$19.0K
1,780
-3%
增持
IWF
ISHARES TR
+$19.0K
157
+124%
增持
IXP
ISHARES TR
+$18.0K
1,921
+15%
增持
PEP
PEPSICO INC
+$17.0K
909
+1%
增持
—
NVIDIA CORP
+$16.0K
601
+1%
减持
—
LINDE PLC CMN
-$16.0K
8
-89%
增持
VOX
VANGUARD WORLD FDS
+$16.0K
1,645
+14%
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$14.0K
261
减持
—
CHUBB LTD F
-$13.0K
10
-88%
增持
BP
BP PLC
+$12.0K
1,464
+6%
清仓
PEGA
PEGASYSTEMS INC COM
-$11.0K
0
-100%
减持
IVW
ISHARES TR
-$11.0K
8,136
-3%
增持
—
MERCK & CO., INC. CMN
+$10.0K
310
+12%
增持
CVX
CHEVRON CORP NEW
+$8.0K
153
+16%
增持
—
UNITEDHEALTH GRP INC
+$8.0K
92
+12%
增持
—
JPMORGAN CHASE & CO CMN
+$8.0K
111
+59%
减持
WFC
WELLS FARGO CO NEW
-$6.0K
43
-78%
增持
MRSH
MARSH & MCLENNAN COS INC
+$6.0K
223
+7%
清仓
IOSP
INNOSPEC INC COM
-$6.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$6.0K
4,248
-7%
减持
LLY
LILLY ELI & CO
+$6.0K
159
-2%
增持
AMGN
AMGEN INC
+$5.0K
114
+4%
建仓
PNOV
INNOVATOR ETFS TR
+$5.0K
166
增持
PM
PHILIP MORRIS INTL INC
+$5.0K
218
+9%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$4.0K
305
+7%
建仓
—
EOG RESOURCES INC
+$4.0K
31
清仓
ENTG
ENTEGRIS INC COM
-$4.0K
0
-100%
建仓
DE
DEERE & CO
+$4.0K
9
增持
BDX
BECTON DICKINSON & CO
+$4.0K
104
+6%
清仓
KSS
KOHLS CORP
-$4.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$4.0K
121
+10%
建仓
LNWO
LIGHT & WONDER INC
+$4.0K
64
建仓
AEP
AMERICAN ELEC PWR CO INC
+$4.0K
37
增持
—
CISCO SYSTEMS INC
+$4.0K
161
+61%
建仓
—
AMDOCS LIMITED F
+$3.0K
35
建仓
—
VALERO ENERGY CORP
+$3.0K
24
建仓
—
REYNOLDS CONSUMER PRODS
+$3.0K
88
建仓
HD
HOME DEPOT INC
+$3.0K
10
建仓
—
AERCAP HOLDINGS NV ORD CMN
+$3.0K
57
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$3.0K
20
建仓
—
ARCH CAPITAL GRP LTD BM
+$3.0K
54
建仓
HON
HONEYWELL INTL INC
+$3.0K
12
建仓
LKQ
LKQ CORP
+$3.0K
59
建仓
—
AON PUBLIC LIMITED COMPANY CMN
+$3.0K
9
建仓
RSG
REPUBLIC SVCS INC
+$3.0K
24
增持
MDLZ
MONDELEZ INTL INC
+$3.0K
105
+31%
建仓
NOC
NORTHROP GRUMMAN CORP
+$3.0K
5
建仓
VMC
VULCAN MATLS CO
+$3.0K
16
清仓
—
SCIENTIFIC GAMES CORPORATION C
-$3.0K
0
-100%
建仓
—
ACCENTURE PLC F CLASS A
+$3.0K
11
建仓
—
FREEPORT-MCMORAN INC
+$3.0K
72
建仓
CSL
CARLISLE COS INC
+$3.0K
11
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.0K
1,316
+1%
建仓
—
D R HORTON CO
+$3.0K
32
建仓
MCD
MCDONALDS CORP
+$2.0K
8
建仓
ALL
ALLSTATE CORP
+$2.0K
16
增持
—
ZIMMER BIOMET HOLDINGS INC
+$2.0K
32
+60%
建仓
KLAC
KLA CORP
+$2.0K
6
建仓
HUM
HUMANA INC
+$2.0K
3
建仓
ADI
ANALOG DEVICES INC
+$2.0K
12
建仓
ELV
ELEVANCE HEALTH INC
+$2.0K
3
建仓
—
SUMITOMO MITSUI FINL00 F SPONS
+$2.0K
232
建仓
LMT
LOCKHEED MARTIN CORP
+$2.0K
4
建仓
—
ICON PUBLIC LIMITED COMPANY CM
+$2.0K
8
建仓
DCI
DONALDSON INC
+$2.0K
28
建仓
SU
SUNCOR ENERGY INC NEW
+$2.0K
61
增持
—
ORACLE CORP
+$2.0K
79
+32%
建仓
—
TRANE TECHNOLOGIES PLC F
+$2.0K
11
建仓
SNPS
SYNOPSYS INC
+$2.0K
6
建仓
SCHW
SCHWAB CHARLES CORP
+$2.0K
23
建仓
—
UNILEVER PLC
+$2.0K
43
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0K
37
+3%
增持
NKE
NIKE INC
+$2.0K
45
+13%
建仓
CHD
CHURCH & DWIGHT CO INC
+$2.0K
30
建仓
UPS
UNITED PARCEL SERVICE INC
+$2.0K
14
建仓
—
REGENERON PHARMS INC
+$2.0K
3
建仓
FE
FIRSTENERGY CORP
+$2.0K
56
建仓
—
GAMING AND LEISURE PROP, INC.
+$2.0K
34
建仓
—
KEURIG DR PEPPER INC
+$2.0K
65
建仓
—
MCKESSON CORP
+$2.0K
6
建仓
LEA
LEAR CORP
+$2.0K
13
建仓
MS
MORGAN STANLEY
+$2.0K
22
建仓
—
WASTE MANAGEMENT INC
+$2.0K
11
建仓
AZO
AUTOZONE INC
+$2.0K
1
建仓
CRL
CHARLES RIV LABS INTL INC
+$2.0K
7
清仓
—
RENT-A-CENTER INC CMN
-$1.0K
0
-100%
建仓
CMS
CMS ENERGY CORP
+$1.0K
11
建仓
—
XCEL ENERGY INC
+$1.0K
14
建仓
HSBC
HSBC HLDGS PLC
+$1.0K
42
建仓
—
REGIONS FINL CO
+$1.0K
52
建仓
—
FERGUSON PLC NEW F
+$1.0K
9
建仓
—
MONSTER BEVERAGE CORPORA
+$1.0K
9
建仓
AVY
AVERY DENNISON CORP
+$1.0K
5
清仓
HCI
HCI GROUP INC COM
-$1.0K
0
-100%
建仓
TFX
TELEFLEX INCORPORATED
+$1.0K
4
建仓
WMT
WALMART INC
+$1.0K
7
建仓
BCS
BARCLAYS PLC
+$1.0K
173
建仓
—
BAKER HUGHES CO. CLASS A
+$1.0K
33
