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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 104
增持 33
减持 12
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$21.9M
354,843
+3%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL S
+$16.8M
4,131,963
-0%
减持
VTI
VANGUARD US TOTAL STOCK MKT SH
+$16.5M
1,167,288
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。
-3%
减持
ACWI
ISHARES MSCI ACWI ETF
+$16.1M
1,731,950
-0%
增持
MSFT
MICROSOFT CORP
+$14.5M
31,228
+829%
增持
—
SPDR S&P 500 ETF TRUST
+$13.8M
277,775
+0%
增持
AAPL
APPLE INC
+$12.0M
53,912
+528%
建仓
—
BROADCOM INC. CMN
+$11.6M
35,018
增持
—
NVIDIA CORP
+$8.8M
58,652
+343%
增持
—
ALPHABET INC. CMN CLASS A
+$8.1M
34,708
+1623%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG ADS L
+$5.9M
21,160
建仓
—
ALPHABET INC CLASS C
+$5.6M
22,940
建仓
—
META PLATFORMS INC
+$5.5M
7,454
增持
AMZN
AMAZON COM INC
+$5.3M
27,720
+668%
增持
—
JPMORGAN CHASE & CO CMN
+$5.0M
17,057
+1193%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$4.5M
582,385
-1%
减持
ACWX
ISHARES MSCI ACWI EX US
+$4.1M
1,428,594
-2%
建仓
GE
GE AEROSPACE CMN
+$3.7M
12,316
减持
—
DIMENSIONAL U.S. SMALL CAP ETF
+$3.6M
949,428
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$3.4M
799,077
+2%
建仓
—
GE VERNOVA LLC CMN
+$3.3M
5,346
建仓
—
VISA INC
+$3.3M
9,627
增持
VTV
VANGUARD VALUE ETF
+$3.0M
180,411
+4%
建仓
NOC
NORTHROP GRUMMAN CORP
+$2.9M
4,758
建仓
—
KKR & CO. INC. CMN
+$2.9M
22,245
建仓
—
MASTERCARD INCORPORATED CMN CL
+$2.8M
4,942
增持
ABT
ABBOTT LABORATORIES CMN
+$2.7M
56,711
+57%
增持
—
ABBVIE INC
+$2.7M
29,161
+33%
建仓
PM
PHILIP MORRIS INTL INC CMN
+$2.6M
16,059
建仓
—
COSTCO WHOLESALE CORPORATION C
+$2.5M
2,667
建仓
PH
PARKER-HANNIFIN CORP. CMN
+$2.4M
3,142
建仓
MRSH
MARSH & MC LENNAN CO
+$2.1M
10,405
建仓
WMT
WALMART INC CMN
+$2.0M
19,543
增持
—
DIMENSIONAL ETF TRUST US CORE
+$1.9M
302,656
+2%
增持
CAT
CATERPILLAR INC (DELAWARE) CMN
+$1.9M
4,598
+509%
建仓
LLY
ELI LILLY & CO CMN
+$1.9M
2,481
减持
—
TESLA, INC. CMN
+$1.9M
16,387
-4%
建仓
—
HCA HEALTHCARE, INC CMN
+$1.8M
4,215
建仓
—
DEUTSCHE BANK AG CMN
+$1.7M
48,973
建仓
—
ROYAL CARIBBEAN GROUP ISIN: LR
+$1.7M
5,205
建仓
—
NETFLIX, INC. CMN
+$1.7M
1,382
建仓
BAC
BANK OF AMERICA CORP CMN
+$1.6M
30,785
减持
IVV
ISHARES CORE S&P 500 ETF
+$1.6M
33,809
-0%
建仓
—
MERCADOLIBRE, INC. CMN
+$1.6M
664
增持
JNJ
JOHNSON & JOHNSON CMN
+$1.5M
11,404
+179%
建仓
VUG
VANGUARD GROWTH ETF
+$1.5M
3,105
增持
—
DIMENSIONAL ETF TRUST INTERNAT
+$1.5M
825,123
+0%
增持
—
RTX CORP CMN
+$1.5M
10,161
+557%
建仓
—
CONSTELLATION ENERGY CORP CMN
+$1.4M
4,284
建仓
—
EXXON MOBIL CORPORATION CMN
+$1.4M
12,273
建仓
TRP
TC ENERGY CORPORATION COM NPV
+$1.4M
25,121
减持
IWM
ISHARES RUSSELL 2000 ETF
+$1.4M
52,188
-0%
建仓
NVR
NVR INC COM
+$1.4M
169
增持
BRK/B
BERKSHIRE HATHAWAY INC - CL B
+$1.4M
5,829
+79%
建仓
PEP
PEPSICO, INC. CMN
+$1.3M
9,345
建仓
—
AON PUBLIC LIMITED COMPANY CMN
+$1.3M
3,628
建仓
SYK
STRYKER CORPORATION CMN
+$1.3M
3,472
建仓
—
CARRIER GLOBAL CORPORATION CMN
+$1.3M
21,102
建仓
—
BEIGENE, LTD. SPONSORED ADR CM
+$1.2M
3,596
建仓
EA
ELECTRONIC ARTS CMN
+$1.2M
5,869
建仓
—
S&P GLOBAL INC. CMN
+$1.2M
2,411
减持
—
DIMENSIONAL ETF TRUST EMERGING
+$1.2M
542,376
-1%
增持
—
PALANTIR TECHNOLOGIES INC. CMN
+$1.2M
16,035
+24%
建仓
TDG
TRANSDIGM GROUP INCORPORATED C
+$1.2M
881
建仓
PG
PROCTER & GAMBLE COMPANY (THE)
+$1.2M
7,494
增持
SHW
SHERWIN WILLIAMS CO
+$1.1M
4,461
+230%
建仓
TMUS
T-MOBILE US, INC. CMN
+$1.0M
4,296
建仓
—
SERVICENOW INC CMN
+$993.9K
1,080
建仓
—
HILTON WORLDWIDE HLD
+$982.8K
3,788
建仓
—
INGERSOLL RAND INC CMN
+$970.7K
11,749
建仓
—
UNITEDHEALTH GROUP INCORPORATE
+$968.9K
2,806
减持
IWN
MFC ISHARES TR RUSSELL 2000 VA
-$967.5K
3,827
-63%
建仓
HEI
HEICO CORP NEW COM
+$954.9K
2,958
建仓
—
AMERICA MOVIL, S.A.B. DE C.V.
+$950.5K
45,264
建仓
HIG
HARTFORD FINANCIAL SRVCS GROUP
+$947.9K
7,106
建仓
KLAC
KLA CORP CMN
+$900.6K
835
建仓
AJG
ARTHUR J GALLAGHER & CO CMN
+$897.9K
2,899
增持
UTZ
UTZ BRANDS INC F CLASS A
+$893.8K
91,760
+421%
建仓
—
ACCENTURE PLC CMN CLASS A
+$877.6K
3,559
建仓
IXN
ISHARES TR GLOBAL TECH ETF
+$857.8K
8,311
建仓
TXN
TEXAS INSTRUMENTS INC. CMN
+$839.8K
4,571
建仓
—
CENTERPOINT ENERGY, INC CMN
+$838.6K
21,614
建仓
RYAAY
RYANAIR HLDGS PLC SPONSORED AD
+$830.7K
13,794
建仓
ATO
ATMOS ENERGY CORP
+$821.6K
4,812
建仓
COWZ
PACER FDS TR US CASH COWS 100
+$815.5K
14,190
建仓
—
FERRARI N.V. CMN
+$811.3K
1,672
建仓
—
WELLTOWER, INC. CMN
+$795.8K
4,467
建仓
AMGN
AMGEN INC. CMN
+$788.7K
2,795
建仓
CSX
CSX CORP
+$783.4K
22,060
建仓
—
VERIZON COMMUNICATIONS, INC. C
+$769.2K
17,502
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT E
+$760.0K
90,913
+0%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$756.8K
8,668
减持
IJH
ISHARES TR S&P MIDCAP 400
-$749.4K
31,211
-31%
建仓
MLM
MARTIN MARIETTA MATERIALS,INC
+$746.9K
1,185
增持
IVW
ISHARES TR S&P500 GRW
+$714.5K
13,000
+67%
增持
VGT
VANGUARD INFORMATION TECHNOLOG
+$714.2K
1,431
+168%
增持
VWO
VANGUARD FTSE EMERGING MKTS ET
+$700.4K
65,087
+14%
建仓
CVX
CHEVRON CORP
+$695.2K
4,477
建仓
SRE
SEMPRA ENERGY CMN
+$673.0K
7,480
建仓
—
SALESFORCE INC CMN
+$668.6K
2,821
建仓
—
AT&T INC. CMN
+$666.5K
23,603
建仓
VEU
VANGUARD INTL EQTY IDX ALLWRLD
+$653.1K
9,151
建仓
TSCO
TRACTOR SUPPLY COMP
+$642.1K
11,290
建仓
OEF
ISHARES S&P 100 ETF
+$641.0K
1,926
清仓
DFSV
DIMENSIONAL ETF TRUST US SMALL
-$622.1K
0
-100%
建仓
—
WASTE MANAGEMENT INC
+$620.5K
2,810
建仓
PAYX
PAYCHEX INC
+$616.2K
4,861
建仓
WFC
WELLS FARGO & COMPANY CMN
+$612.9K
7,312
建仓
HSY
THE HERSHEY COMPANY CMN
+$552.4K
2,953
增持
—
ORACLE CORPORATION CMN
+$547.3K
2,879
+140%
建仓
—
CISCO SYSTEMS, INC. CMN
+$538.5K
7,871
建仓
IBM
IBM CORP
+$537.0K
1,903
建仓
MU
MICRON TECHNOLOGY INC
+$531.9K
3,179
建仓
DE
DEERE & COMPANY
+$515.3K
1,127
增持
HEI/A
HEICO CORP CLASS A
+$482.7K
5,464
+56%
增持
IWB
ISHARES RUSSELL 1000 INDEX
+$472.6K
14,270
+2%
建仓
GLD
SPDR GOLD TRUST ETF
+$472.1K
1,328
建仓
FAST
FASTENAL CO
+$464.0K
9,462
建仓
—
CHUNGHWA TELECOM CO LT F SPONS
+$463.6K
10,627
增持
DHR
DANAHER CORPORATION CMN
+$455.9K
4,680
+96%
建仓
AME
AMETEK INC (NEW) CMN
+$455.5K
2,423
建仓
AXON
AXON ENTERPRISE INC
+$452.8K
631
增持
—
CONOCOPHILLIPS CMN
+$451.3K
7,841
+142%
建仓
—
AMDOCS LIMITED F
+$448.4K
5,465
增持
HON
HONEYWELL INTL INC CMN
+$447.8K
5,556
+79%
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY C
+$441.7K
9,794
建仓
IEMG
ISHARES CORE MSCI EMERGING MAR
+$440.5K
6,682
建仓
—
SAIA INC CMN CLASS
+$440.1K
1,470
建仓
ADP
AUTOMATIC DATA PROCESSING INC
+$439.4K
1,497
建仓
—
EQT CORPORATION CMN
+$435.7K
8,004
建仓
—
ITT INC SHS
+$433.5K
2,425
建仓
—
FREEPORT-MCMORAN INC
+$429.4K
10,948
建仓
GILD
GILEAD SCIENCES CMN
+$425.4K
3,832
建仓
—
NOVARTIS AG-ADR SPONSORED ADR
+$424.5K
3,310
建仓
MAR
MARRIOTT INTERNATIONAL, INC CM
+$423.0K
1,624
建仓
URI
UNITED RENTALS, INC. CMN
+$422.9K
443
建仓
—
GENERAL MOTORS COMPANY CMN
+$422.2K
6,924
建仓
XLF
SECTOR SPDR TR SBI INT-FINL
+$415.9K
7,720
增持
TJX
TJX COMPANIES INC (NEW) CMN
+$414.2K
9,978
+20%
建仓
—
KEURIG DR PEPPER INC CMN
+$411.2K
16,118
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$407.6K
15,087
+7%
建仓
VHT
VANGUARD HEALTH CARE ETF
+$403.9K
1,556
建仓
GD
GENERAL DYNAMICS CORP
+$402.0K
1,179
建仓
AWI
ARMSTRONG WORLD INDS COM
+$397.7K
2,029
建仓
WDC
WESTERN DIGITAL CORP
+$395.8K
3,297
建仓
—
ASTRAZENECA PLC SPONS ADR SPON
+$394.6K
5,143
建仓
RELX
RELX PLC SPONSORED ADR CMN
+$389.3K
8,151
建仓
—
VERISIGN INC
+$382.2K
1,367
建仓
—
FERGUSON ENTERPRISES INC CMN
+$382.0K
1,701
建仓
—
NORWEGIAN CRUISE LIN F
+$379.0K
15,389
