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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 82 项建仓 37增持 26减持 18清仓 1

方向

标的

Δ市值

现股数(环比)

增持

VOO VANGUARD S&P 500 ETF

+$16.3M

247,606 +11%

清仓

— INNOVATOR S&P 500 POWER BUFFER

-$15.6M

0 -100%

减持

— SPDR S&P 500 ETF TRUST

+$6.1M

312,324 -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

VTV VANGUARD VALUE ETF

-$4.8M

186,273 -12%

减持

VTI VANGUARD TOTAL STOCK MARKET ET

+$4.3M

1,268,995 -2%

减持

ACWX ISHARES MSCI ACWI EX US

-$3.2M

1,523,358 -3%

增持

DCOR DIMENSIONAL US CORE EQUITY 1 E

+$3.1M

98,820 +105%

增持

IVV ISHARES CORE S&P 500 ETF

+$2.9M

34,696 +13%

增持

— NVIDIA CORP

+$2.6M

26,350 +3505%

增持

AAPL APPLE INC. CMN

+$2.5M

17,329 +153%

减持

ACWI ISHARES MSCI ACWI ETF

+$2.4M

1,753,402 -1%

增持

MSFT MICROSOFT CORPORATION CMN

+$2.0M

6,696 +182%

减持

VBR VANGUARD SMALL CAP VALUE ETF

-$1.7M

14,057 -37%

增持

DFEM DIMENSIONAL EMERGING MARKETS C

+$1.7M

426,936 +12%

增持

VYMI VANGUARD INTERNATIONAL HIGH DI

+$1.5M

683,095 +4%

减持

VT VANGUARD TOTAL WORLD STOCK ETF

-$1.2M

584,680 -4%

建仓

DBEF XTRACKERS MSCI EAFE HEDGED EQU

+$1.2M

29,280

减持

IWM ISHARES RUSSELL 2000 ETF

-$1.2M

105,962 -2%

增持

VXUS VANGUARD TOTAL INTERNATIONAL S

+$1.2M

3,393,394 +1%

建仓

— UNITEDHEALTH GRP INC

+$1.1M

2,210

减持

IJR ISHARES CORE S&P SMALL CAP ETF

-$1.0M

198,928 -1%

建仓

CDNS CADENCE DESIGN SYS

+$995.6K

3,235

建仓

IAU ISHARES GOLD ETF

+$988.2K

22,496

减持

ABT ABBOTT LABORATORIES

-$890.9K

63,265 -4%

减持

— ABBVIE INC CMN

-$807.8K

34,853 -6%

建仓

MRSH MARSH & MC LENNAN CO

+$790.2K

3,750

减持

DVY ISHARES TR DJ SEL DIV INX

-$756.6K

16,173 -27%

增持

DFAS DIMENSIONAL ETF TRUST US SMALL

-$705.8K

1,009,170 +3%

增持

IJH ISHARES TR S&P MIDCAP 400

+$689.8K

16,432 +267%

增持

— TESLA, INC. CMN

+$646.9K

18,550 +8%

建仓

PEP PEPSICO, INC. CMN

+$598.5K

3,629

建仓

— LAM RESEARCH CORP

+$596.3K

560

增持

— BLACKROCK INC

+$593.6K

1,133 +216%

建仓

MCD MCDONALDS CORP

+$591.2K

2,320

增持

BRK/B BERKSHIRE HATHAWAY INC. CLASS

+$591.0K

3,389 +81%

增持

TJX TJX COMPANIES INC

+$534.4K

13,840 +42%

减持

SHW SHERWIN WILLIAMS CO

-$528.7K

1,891 -40%

建仓

— ALPHABET INC. CLASS A

+$514.2K

2,823

增持

MLPX GLOBAL X FDS GLB X MLP ENRG I

+$511.7K

50,112 +20%

建仓

IBIT ISHARES BITCOIN TR SHS

+$501.9K

14,701

增持

AMZN AMAZON.COM INC CMN

+$495.6K

4,622 +110%

建仓

— INVESCO QQQ TRUST ETF, SERIES

+$495.4K

1,034

建仓

— ALPHABET INC. CMN CLASS C

+$483.3K

2,635

建仓

UNP UNION PACIFIC CORP

+$446.4K

1,973

建仓

TRGP TARGA RES CORP COM

+$422.7K

3,282

建仓

— JPMORGAN CHASE & CO

+$419.5K

2,074

建仓

— ACCENTURE PLC F CLASS A

+$400.5K

1,320

建仓

— BROADCOM INC

+$383.7K

239

增持

VEA VANGUARD FTSE DEVELOPED MARKET

-$381.8K

686,120 +0%

建仓

V VISA INC. CMN CLASS A

+$380.6K

1,450

建仓

HDV ISHARES CORE HIGH DIVIDND ETF

+$361.0K

3,321

建仓

— EXXON MOBIL CORP

+$360.4K

3,131

建仓

— VERTEX PHARMACEUTICA

+$357.2K

762

建仓

— NETFLIX INC

+$338.8K

502

建仓

— BOOKING HOLDINGS INC

+$336.7K

85

建仓

— COSTCO WHOLESALE CO

+$328.1K

386

增持

RSP INVESCO S&P 500 EQUAL WEIGHT E

+$327.6K

84,711 +6%

建仓

KO THE COCA-COLA CO

+$287.1K

4,511

建仓

AMAT APPLIED MATERIALS

+$256.5K

1,087

建仓

LLY ELI LILLY & CO

+$249.9K

276

建仓

— RAYTHEON TECHNOLOGIES CORPORAT

+$249.0K

2,480

建仓

ECL ECOLAB INC

+$239.2K

1,005

建仓

HD HOME DEPOT INC

+$237.9K

691

建仓

PSX PHILLIPS 66 CMN

+$237.4K

1,682

增持

HON HONEYWELL INTL INC CMN

+$227.1K

7,021 +13%

增持

DFIC DIMENSIONAL INTERNATIONAL CORE

-$213.7K

625,252 +0%

建仓

AVAV AEROVIRONMENT INC CMN -

+$210.8K

1,157

建仓

— TRANE TECHNOLOGIES PLC F

+$205.6K

625

建仓

— ORACLE CORP

+$204.6K

1,449

建仓

— M & T BANK CORP

+$204.3K

1,350

建仓

VGT VANGUARD INFORMATION TECHNOLOG

+$201.8K

350

建仓

— QUANTA SERVICES INC

+$200.5K

789

减持

— DIMENSIONAL EMERG CORE EQY MRK

+$179.9K

173,858 -0%

增持

— CONOCOPHILLIPS

+$170.9K

4,928 +60%

增持

ESGV VANGUARD ESG U.S. STOCK ETF

+$159.1K

30,987 +2%

增持

PNC PNC FINL SERVICES

+$75.9K

7,039 +12%

减持

BSEP INNOVATOR S&P 500 BUFFER ETF -

+$68.2K

49,048 -0%

减持

USEP INNOVATOR S&P 500 ULTRA BUFFER

+$48.5K

58,386 -0%

减持

— DIMENSIONAL US CORE EQUITY MAR

+$46.5K

114,191 -1%

减持

VIG VANGUARD DIVIDEND APPRECIATION

-$35.4K

1,835 -10%

增持

CAT CATERPILLAR INC (DELAWARE) CMN

+$11.0K

814 +15%

增持

VSGX VANGUARD ESG INTERNATIONAL STO

+$3.4K

24,424 +1%