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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 53
增持 50
减持 29
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
VYMI
VANGUARD WHITEHALL FDS
+$27.6M
445,038
增持
DVY
ISHARES TR
+$16.9M
405,519
+60%
减持
VTI
VANGUARD INDEX FDS
+$13.6M
1,080,046
-0%
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
ACWI
ISHARES TR
+$11.8M
1,921,494
-0%
减持
VXUS
VANGUARD STAR FDS
+$10.5M
3,308,455
-1%
增持
IJR
ISHARES TR
+$9.0M
559,777
+17%
减持
—
SPDR S&P 500 ETF TRUST
+$7.9M
319,085
-1%
减持
VTV
VANGUARD INDEX FDS
-$7.1M
337,009
-12%
减持
USEP
INNOVATOR ETFS TR
-$6.4M
558,500
-32%
增持
VOO
VANGUARD INDEX FDS
+$6.3M
195,812
+2%
增持
—
INNOVATOR S&P 500 POWER BUFFER
+$6.3M
221,990
+2120%
清仓
UNOV
INNOVATOR ETFS TR
-$6.0M
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$3.5M
892,331
-10%
建仓
PFFD
GLOBAL X FDS
+$3.4M
172,504
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.8M
0
-100%
减持
IWM
ISHARES TR
-$2.6M
139,562
-12%
增持
—
INVESCO QQQ TRUST ETF, SERIES
+$2.0M
6,256
+3337%
减持
UAUG
INNOVATOR ETFS TR
-$1.7M
344,338
-18%
减持
EFA
ISHARES TR
-$1.7M
10,888
-71%
减持
ACWX
ISHARES TR
+$1.6M
1,766,864
-5%
增持
PMAY
INNOVATOR ETFS TR
+$1.5M
146,011
+49%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
84,686
+163%
清仓
—
VANECK RUSSIA ETF
-$1.2M
0
-100%
减持
IAU
ISHARES GOLD TR
-$984.3K
18,242
-62%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$726.7K
590,983
-4%
减持
IVV
ISHARES TR
+$664.9K
33,076
-2%
增持
DFEM
DIMENSIONAL ETF TRUST
+$652.3K
35,495
+332%
增持
ESGV
VANGUARD WORLD FD
+$459.9K
27,805
+19%
清仓
NORW
GLOBAL X FDS
-$449.0K
0
-100%
建仓
—
GLOBAL X FDS
+$426.0K
17,530
增持
AAPL
APPLE INC
+$350.3K
6,982
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$300.6K
9,773
+11%
增持
MSFT
MICROSOFT CORP
+$274.9K
2,993
+22%
建仓
DNP
DNP SELECT INCOME FD INC
+$251.8K
22,850
增持
—
TESLA, INC. CMN
+$249.7K
1,893
+63%
增持
VSGX
VANGUARD WORLD FD
+$240.5K
23,501
+17%
建仓
UNP
UNION PAC CORP
+$210.3K
1,045
增持
AMZN
AMAZON COM INC
+$199.2K
6,856
+13%
减持
PNC
PNC FINL SVCS GROUP INC
-$196.9K
6,303
-0%
减持
—
DIMENSIONAL EMERG CORE EQY MRK
+$170.0K
174,934
-0%
增持
EEM
ISHARES TR
+$125.2K
26,235
+9%
建仓
SQ
BLOCK INC
+$120.1K
1,750
减持
SHW
SHERWIN WILLIAMS CO
-$120.0K
4,965
-5%
清仓
PANW
PALO ALTO NETWORKS INC
-$120.0K
0
-100%
增持
AMGN
AMGEN INC
+$118.0K
612
+437%
增持
—
DIMENSIONAL US CORE EQUITY MAR
+$111.6K
4,538
+546%
增持
—
ORACLE CORP
+$111.1K
1,260
+1495%
增持
PFE
PFIZER INC
+$106.9K
2,792
+2098%
增持
—
NVIDIA CORP
+$104.8K
694
+15%
建仓
VHT
VANGUARD WORLD FDS
+$99.9K
419
建仓
VDE
VANGUARD WORLD FDS
+$96.3K
843
清仓
QCOM
QUALCOMM INC
-$96.0K
0
-100%
减持
IWR
ISHARES TR
-$88.3K
1,912
-42%
建仓
MA
MASTERCARD INCORPORATED
+$87.9K
242
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$86.3K
654
增持
CVS
CVS HEALTH CORP
+$85.1K
1,508
+409%
清仓
—
MASTERCARD INCORPORATED CMN CL
-$84.0K
0
-100%
减持
—
CONOCOPHILLIPS
-$80.3K
4,069
-1%
增持
—
ABBVIE INC CMN
-$78.8K
37,888
+0%
增持
—
UNITEDHEALTH GRP INC
+$75.8K
264
+187%
清仓
IEFA
ISHARES TR
-$71.0K
0
-100%
建仓
V
VISA INC
+$68.1K
302
清仓
THRM
GENTHERM INC
-$64.0K
0
-100%
增持
—
EATON CORP PLC F
+$57.6K
342
+4175%
减持
—
RAYTHEON TECHNOLOGIES CORPORAT
-$56.6K
1,546
-25%
增持
JNJ
JOHNSON & JOHNSON
-$56.4K
4,481
+5%
建仓
VNQ
VANGUARD INDEX FDS
+$50.4K
607
增持
—
NETFLIX INC
+$48.9K
182
+279%
减持
—
AMERISOURCEBERGEN CORP
-$48.2K
1,766
-12%
建仓
—
VERIZON COMMUNICATIONS, INC. C
+$45.5K
1,171
增持
—
ADOBE INC CMN
+$45.4K
385
+25%
建仓
O
REALTY INCOME CORP
+$44.2K
698
减持
LLY
LILLY ELI & CO
-$43.2K
43
-73%
增持
—
EXXON MOBIL CORP
+$42.0K
2,116
+23%
建仓
—
ASML HOLDING N.V. ADR CMN
+$41.5K
61
建仓
—
ASTRAZENECA PLC
+$40.7K
587
建仓
—
BROADCOM INC
+$39.1K
61
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$38.0K
409
增持
—
JPMORGAN CHASE & CO CMN
+$38.0K
407
+267%
建仓
—
PERFORMANCE FOOD GROUP COMPANY
+$37.5K
622
建仓
—
HOLOGIC INC
+$34.4K
426
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$32.9K
433
增持
FIVE
FIVE BELOW INC
+$32.8K
402
+42%
增持
NOC
NORTHROP GRUMMAN CORP
+$32.6K
77
+1440%
建仓
T
AT&T INC
+$32.4K
1,681
增持
NKE
NIKE INC
+$32.3K
304
+576%
清仓
ROST
ROSS STORES INC
-$31.0K
0
-100%
建仓
—
ROYALTY PHARMA PLC
+$30.8K
856
建仓
NVO
NOVO-NORDISK A S
+$30.6K
192
建仓
APD
AIR PRODS & CHEMS INC
+$30.4K
106
增持
BAC
BANK AMERICA CORP
+$30.3K
2,179
+128%
建仓
—
MERCADOLIBRE INC
+$30.3K
23
建仓
SAP
SAP SE
+$29.9K
236
增持
LOW
LOWES COS INC
+$29.2K
326
+79%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$29.0K
0
-100%
增持
—
ACCENTURE PLC F CLASS A
+$27.6K
107
+873%
清仓
—
LOVESAC COMPANY CMN
-$27.0K
0
-100%
建仓
META
META PLATFORMS INC
+$26.5K
125
建仓
—
MEDTRONIC PLC F
+$26.4K
328
增持
PEP
PEPSICO INC
+$26.0K
1,042
+15%
建仓
—
PROLOGIS INC. REIT
+$25.6K
205
增持
WMT
WALMART INC
+$25.0K
176
+2414%
增持
—
VALERO ENERGY CORP
+$24.4K
196
+717%
建仓
—
HDFC BANK LIMITED SPONSORED AD
+$24.3K
365
清仓
USB
US BANCORP DEL
-$24.0K
0
-100%
增持
—
NEXTERA ENERGY INC
+$23.8K
322
+1794%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$23.6K
2,678
-7%
建仓
KRE
SPDR SER TR
+$23.4K
533
清仓
KR
KROGER CO
-$22.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$21.5K
548
+39%
建仓
—
S&P GLOBAL INC. CMN
+$21.4K
62
清仓
IWS
ISHARES TR
-$21.0K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$20.6K
142
建仓
RELX
RELX PLC
+$20.4K
629
减持
CAG
CONAGRA BRANDS INC
-$20.3K
257
-66%
建仓
—
IQVIA HOLDINGS INC
+$20.3K
102
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$20.0K
0
-100%
建仓
SONY
SONY GROUP CORPORATION
+$19.3K
213
增持
HD
HOME DEPOT INC
+$19.1K
75
+650%
建仓
HAL
HALLIBURTON CO
+$19.1K
604
增持
—
LAM RESEARCH CORP
+$19.1K
36
+3500%
增持
ON
ON SEMICONDUCTOR CORP
+$19.0K
243
+2330%
增持
—
CROWN CASTLE INTL CO REIT
+$18.9K
149
+2880%
增持
—
MONSTER BEVERAGE CORPORA
+$18.9K
368
+3989%
建仓
BRO
BROWN & BROWN INC
+$18.7K
325
建仓
SHEL
SHELL PLC
+$18.2K
317
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$18.2K
162
+710%
清仓
SYY
SYSCO CORP
-$18.0K
0
-100%
建仓
—
EDWARDS LIFESCIENCES
+$18.0K
217
增持
EL
LAUDER ESTEE COS INC
+$17.0K
69
+6800%
增持
SBUX
STARBUCKS CORP
+$17.0K
1,709
+5%
建仓
WEX
WEX INC
+$16.9K
92
减持
IWF
ISHARES TR
-$16.9K
70
-55%
建仓
—
CHARGEPOINT HOLDINGS INC
+$16.8K
1,600
减持
—
OMNICELL, INC. CMN
+$16.7K
2,313
-2%
建仓
—
DIAGEO PLC SPON ADR (NEW) SPON
+$16.7K
92
建仓
PYPL
PAYPAL HLDGS INC
+$16.0K
211
建仓
ABBNY
ABB LTD
+$15.8K
461
建仓
ADSK
AUTODESK INC
+$15.6K
75
减持
—
BLACKROCK INC
-$15.5K
358
-1%
减持
PAYX
PAYCHEX INC
-$15.2K
452
-22%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$15.0K
45
建仓
LULU
LULULEMON ATHLETICA INC
+$14.6K
40
建仓
—
TOTALENERGIES SE
+$14.4K
244
建仓
BABA
ALIBABA GROUP HLDG LTD
+$14.3K
140
增持
DIOD
DIODES INC
+$14.2K
196
+270%
清仓
—
ALTRIA GROUP INC
-$14.0K
0
-100%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$13.9K
31
建仓
CNI
CANADIAN NATL RY CO
+$13.7K
116
减持
—
MERCK & CO., INC. CMN
-$13.5K
193
-38%
