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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 84 项
建仓 16
增持 17
减持 36
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VXUS
VANGUARD TOTAL INTERNATIONAL S
+$74.4M
4,149,816
+21%
建仓
—
DIMENSIONAL U.S. SMALL CAP ETF
+$61.4M
963,890
清仓
DFAS
DIMENSIONAL ETF TRUST US SMALL
-$58.4M
0
-100%
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
VYMI
VANGUARD INTERNATIONAL HIGH DI
-$51.7M
6,254
-99%
增持
VTI
VANGUARD US TOTAL STOCK MKT SH
+$42.9M
1,206,128
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$28.2M
343,974
+6%
建仓
—
DIMENSIONAL ETF TRUST INTERNAT
+$25.6M
822,360
清仓
DFIC
DIMENSIONAL INTERNATIONAL CORE
-$21.4M
0
-100%
减持
ACWI
ISHARES MSCI ACWI ETF
+$20.1M
1,736,413
-1%
建仓
—
DIMENSIONAL ETF TRUST US CORE
+$19.8M
296,687
建仓
—
DIMENSIONAL ETF TRUST EMERGING
+$16.2M
546,668
减持
—
SPDR S&P 500 ETF TRUST
+$16.0M
277,196
-0%
增持
TILT
MFC FLEXSHARES TR MORNINGSTAR
+$15.3M
70,542
+2708%
清仓
DCOR
DIMENSIONAL US CORE EQUITY 1 E
-$14.8M
0
-100%
清仓
DFEM
DIMENSIONAL EMERGING MARKETS C
-$14.1M
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$11.4M
780,373
+20%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$7.0M
589,674
-1%
减持
ACWX
ISHARES MSCI ACWI EX US
+$6.7M
1,456,871
-2%
建仓
TLTE
FLEXSHARES MORNINGSTAR EMERGIN
+$6.1M
104,643
减持
IJH
ISHARES TR S&P MIDCAP 400
-$5.6M
44,925
-69%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$5.3M
121,030
-32%
减持
MLPX
GLOBAL X FDS GLB X MLP ENRG I
-$4.4M
80,763
-46%
建仓
TLTD
FLEXSHARES MORNINGSTAR DEVEL
+$4.0M
47,512
建仓
IGF
ISHARES TR GLB INFRASTR ETF
+$3.5M
59,049
建仓
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$2.5M
19,895
建仓
GUNR
FLEXSHARES GLOBAL UPSTREAM N
+$2.5M
61,217
减持
IVV
ISHARES CORE S&P 500 ETF
+$2.0M
33,906
-0%
建仓
IWN
MFC ISHARES TR RUSSELL 2000 VA
+$1.6M
10,422
清仓
EEM
ISHARES MSCI EMERGING MARKETS
-$1.1M
0
-100%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT E
+$1.0M
90,713
+2%
增持
—
TESLA, INC. CMN
+$1.0M
17,033
+1%
增持
—
PALANTIR TECHNOLOGIES INC. CMN
+$894.4K
12,902
+26%
增持
IBIT
ISHARES BITCOIN TR SHS
+$877.3K
52,836
+5%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$827.7K
52,198
-0%
增持
—
NVIDIA CORP
+$826.0K
13,252
+13%
清仓
—
S&P GLOBAL INC. CMN
-$764.2K
0
-100%
减持
BSEP
INNOVATOR S&P 500 BUFFER ETF -
-$626.8K
28,012
-38%
建仓
DFSV
DIMENSIONAL ETF TRUST US SMALL
+$622.1K
21,138
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$589.5K
35,914
+5%
减持
VTV
VANGUARD VALUE ETF
+$564.0K
173,602
-0%
清仓
—
LINDE PLC CMN
-$560.2K
0
-100%
减持
—
ABBVIE INC
-$529.7K
21,989
-0%
增持
MSFT
MICROSOFT CORP
+$429.8K
3,362
+2%
清仓
PEP
PEPSICO, INC. CMN
-$414.1K
0
-100%
清仓
CVX
CHEVRON CORP
-$386.8K
0
-100%
清仓
MDLZ
MONDELEZ INTERNATIONAL, INC. C
-$362.3K
0
-100%
建仓
—
ALPHABET INC. CMN CLASS A
+$354.9K
2,014
减持
—
DIMENSIONAL US CORE EQUITY MAR
+$336.9K
97,602
-1%
建仓
AVAV
AEROVIRONMENT INC CMN -
+$310.9K
1,091
减持
—
SPDR S&P MIDCAP 400 ETF TRUST
+$310.0K
9,571
-0%
清仓
OKE
ONEOK INC CMN
-$291.3K
0
-100%
清仓
INGR
INGREDION INC
-$270.4K
0
-100%
增持
HAIN
HAIN CELESTIAL GROUP, INC. (TH
-$263.6K
127,834
+16%
建仓
—
ORACLE CORPORATION CMN
+$262.4K
1,200
建仓
—
TECHNOLOGY SELECT SECTOR SPDR
+$230.4K
910
建仓
UTZ
UTZ BRANDS INC F CLASS A
+$221.1K
17,615
减持
VWO
VANGUARD FTSE EMERGING MKTS ET
+$208.9K
57,138
-1%
清仓
UNP
UNION PACIFIC CORP. CMN
-$203.2K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$195.0K
1,350
-28%
增持
AMZN
AMAZON COM INC
+$150.6K
3,608
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC - CL B
-$150.1K
3,252
+0%
清仓
—
FLUSHING FINANCIAL CORPORATION
-$127.0K
0
-100%
清仓
MESO
MESOBLAST LTD SPONS ADR
-$124.8K
0
-100%
减持
IWB
ISHARES RUSSELL 1000 INDEX
-$120.0K
13,967
-12%
减持
ABT
ABBOTT LABORATORIES CMN
+$119.2K
36,069
-0%
减持
VSGX
VANGUARD ESG INTERNATIONAL STO
+$109.9K
26,008
-4%
减持
LHX
L3HARRIS TECHNOLOGIES IN
+$93.7K
2,321
-1%
减持
VYM
VANGUARD HIGH DVD YIELD ETF
+$77.8K
18,949
-0%
减持
HON
HONEYWELL INTL INC CMN
+$61.7K
3,099
-1%
减持
AIG
AMERICAN INTL GROUP, INC. CMN
-$60.8K
43,773
-0%
减持
JNJ
JOHNSON & JOHNSON CMN
-$56.1K
4,084
-0%
减持
—
CONOCOPHILLIPS CMN
-$51.7K
3,236
-1%
增持
CAT
CATERPILLAR INC (DELAWARE) CMN
+$50.4K
755
+3%
减持
—
JPMORGAN CHASE & CO CMN
-$42.7K
1,319
-24%
增持
AAPL
APPLE INC
-$40.7K
8,580
+6%
减持
—
BLACKROCK FUNDING, INC. CMN
+$34.9K
358
-1%
减持
DHR
DANAHER CORPORATION CMN
-$20.9K
2,389
-1%
减持
—
RTX CORP CMN
+$17.7K
1,546
-2%
减持
CMI
CUMMINS INC
+$15.8K
1,410
-1%
减持
XLU
SECTOR SPDR TR SBI INT-UTILS
+$14.9K
6,250
-1%
减持
KO
COCA-COLA COMPANY (THE) CMN
-$6.8K
4,150
-1%
减持
SDY
SPDR S&P DIVIDEND ETF
-$4.2K
4,642
-1%
减持
TJX
TJX COMPANIES INC (NEW) CMN
-$4.1K
8,325
-2%
减持
—
THE TRAVELERS COMPANIES, INC C
-$1.9K
998
-2%
