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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 140 项
建仓 54
增持 37
减持 30
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
—
SPDR S&P 500 ETF TRUST
-$29.0M
228,797
-12%
减持
VTI
VANGUARD US TOTAL STOCK MKT SH
-$25.0M
1,124,957
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$17.8M
1,079,778
+31%
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
VXUS
VANGUARD TOTAL INTERNATIONAL S
-$11.6M
3,952,399
-6%
减持
DFAU
DIMENSIONAL US CORE EQUITY MAR
-$8.7M
4,479,578
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$6.9M
402,887
+8%
增持
—
DIMENSIONAL ETF TRUST EMERGING
+$6.1M
1,649,406
+7%
增持
ACWI
ISHARES MSCI ACWI ETF
-$5.4M
1,729,958
+0%
清仓
TLTD
FLEXSHARES MORNINGSTAR DEVEL
-$3.9M
0
-100%
增持
—
BROADCOM INC. CMN
+$3.4M
13,269
+560%
减持
—
DIMENSIONAL ETF TRUST INTERNAT
+$3.3M
3,227,612
-0%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT E
+$3.3M
112,440
+18%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG ADS L
+$3.3M
9,617
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$2.3M
575,257
-1%
建仓
GE
GE AEROSPACE CMN
+$1.8M
6,442
建仓
—
GE VERNOVA LLC CMN
+$1.7M
1,907
增持
—
ALPHABET INC. CMN CLASS A
+$1.6M
10,111
+149%
建仓
—
TOTAL SA EUR SHS
+$1.5M
16,434
增持
—
ALPHABET INC CLASS C
+$1.5M
17,764
+56%
减持
TILT
MFC FLEXSHARES TR MORNINGSTAR
-$1.5M
66,532
-6%
增持
AAPL
APPLE INC
+$1.4M
18,891
+52%
减持
—
DIMENSIONAL U.S. SMALL CAP ETF
+$1.4M
967,803
-0%
增持
—
JPMORGAN CHASE & CO CMN
+$1.4M
7,247
+202%
建仓
PM
PHILIP MORRIS INTL INC CMN
+$1.2M
7,304
建仓
NOC
NORTHROP GRUMMAN CORP
+$1.2M
1,723
清仓
BSEP
INNOVATOR S&P 500 BUFFER ETF -
-$1.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
9,940
+90%
减持
ACWX
ISHARES MSCI ACWI EX US
+$1.1M
1,412,315
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.1M
33,756
-0%
增持
—
DIMENSIONAL ETF TRUST US CORE
+$1.1M
365,433
+6%
建仓
—
MASTERCARD INCORPORATED CMN CL
+$1.0M
2,019
增持
—
TESLA, INC. CMN
-$846.6K
12,577
+2%
建仓
MU
MICRON TECHNOLOGY INC
+$787.2K
2,330
建仓
—
ROYAL CARIBBEAN GROUP ISIN: LR
+$761.7K
2,768
增持
—
META PLATFORMS INC
+$749.0K
1,931
+258%
建仓
AMGN
AMGEN INC. CMN
+$742.4K
2,110
建仓
—
DEUTSCHE BANK AG CMN
+$689.0K
23,135
建仓
TRP
TC ENERGY CORPORATION COM NPV
+$667.6K
10,664
建仓
MRSH
MARSH COM
+$656.0K
3,782
建仓
—
INGERSOLL RAND INC CMN
+$651.2K
8,128
建仓
—
CONSTELLATION ENERGY CORP CMN
+$619.7K
2,219
建仓
KLAC
KLA CORP CMN
+$616.9K
419
清仓
WMT
WALMART INC CMN
-$595.7K
0
-100%
建仓
TDG
TRANSDIGM GROUP INCORPORATED C
+$564.4K
487
建仓
ATO
ATMOS ENERGY CORP
+$550.1K
2,978
减持
PNC
PNC FINANCIAL SERVICES GROUP,
-$541.9K
3,718
-41%
建仓
—
AON PUBLIC LIMITED COMPANY CMN
+$503.9K
1,561
建仓
—
MERCADOLIBRE, INC. CMN
+$499.7K
289
建仓
CSX
CSX CORP
+$492.5K
11,997
增持
—
NVIDIA CORP
+$469.2K
22,302
+22%
增持
—
VISA INC
+$466.2K
2,668
+175%
增持
AMZN
AMAZON COM INC
+$464.9K
7,973
+54%
清仓
WDC
WESTERN DIGITAL CORP
-$450.8K
0
-100%
建仓
—
LINDE PLC CMN
+$440.2K
888
建仓
ONC
BEONE MEDICINES AG
+$436.5K
1,470
清仓
YORW
YORK WATER CO CMN
-$434.8K
0
-100%
增持
IBIT
ISHARES BITCOIN TR SHS
-$432.0K
83,412
+14%
建仓
—
AMERICA MOVIL, S.A.B. DE C.V.
+$429.3K
16,850
建仓
HEI
HEICO CORP NEW COM
+$429.1K
1,565
建仓
RYAAY
RYANAIR HLDGS PLC SPONSORED AD
+$426.6K
7,381
增持
BAI
ISHARES AI INNOVATION AND TECH
+$404.3K
42,278
+42%
建仓
—
CENTERPOINT ENERGY, INC CMN
+$396.1K
9,178
建仓
—
ITT INC SHS
+$392.1K
2,058
清仓
PH
PARKER-HANNIFIN CORP. CMN
-$386.7K
0
-100%
增持
—
RTX CORP CMN
+$374.4K
5,050
+54%
建仓
URI
UNITED RENTALS, INC. CMN
+$355.5K
488
增持
—
INVESCO QQQ TRUST ETF, SERIES
+$355.2K
3,586
+28%
建仓
TMUS
T-MOBILE US, INC. CMN
+$353.3K
1,682
建仓
—
EQT CORPORATION CMN
+$351.0K
5,516
建仓
—
HILTON WORLDWIDE HLD
+$350.9K
1,154
建仓
SRE
SEMPRA ENERGY CMN
+$337.6K
3,474
清仓
—
CYBERARK SOFTWARE LTD. CMN
-$330.1K
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$325.1K
50,082
-3%
建仓
—
ARCH CAPITAL GROUP LTD. CMN
+$320.3K
3,337
减持
USEP
INNOVATOR S&P 500 ULTRA BUFFER
-$319.7K
24,215
-24%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$315.9K
99,836
-1%
增持
ABT
ABBOTT LABORATORIES CMN
+$306.4K
27,828
+37%
建仓
PANW
PALO ALTO NETWORKS INC. CMN
+$305.1K
1,903
建仓
HON
HONEYWELL INTL INC CMN
+$301.8K
1,335
建仓
—
FEDEX CORPORATION CMN
+$287.8K
808
建仓
B
BARRICK MNG CORP COM SHS
+$284.1K
6,965
增持
—
CONOCOPHILLIPS CMN
+$278.4K
5,000
+23%
建仓
AME
AMETEK INC (NEW) CMN
+$273.7K
1,277
增持
CAT
CATERPILLAR INC (DELAWARE) CMN
+$269.3K
1,133
+22%
建仓
—
SALESFORCE INC CMN
+$266.0K
1,425
清仓
—
SECTOR SPDR CONSMRS STPL
-$266.0K
0
-100%
清仓
AVAV
AEROVIRONMENT INC CMN -
-$263.9K
0
-100%
减持
—
BLACKROCK FUNDING, INC. CMN
-$260.4K
358
-37%
建仓
—
ACCENTURE PLC CMN CLASS A
+$259.2K
1,307
清仓
APH
AMPHENOL CORP NEW
-$259.1K
0
-100%
增持
—
WELLTOWER, INC. CMN
+$258.9K
2,976
+68%
建仓
AJG
ARTHUR J GALLAGHER & CO CMN
+$254.3K
1,174
建仓
—
UNITEDHEALTH GROUP INCORPORATE
+$253.5K
937
清仓
—
ASTRAZENECA PLC SPONS ADR SPON
-$252.9K
0
-100%
减持
VTV
VANGUARD VALUE ETF
+$251.2K
170,955
-2%
清仓
BSX
BOSTON SCIENTIFIC CO
-$249.7K
0
-100%
建仓
HSY
THE HERSHEY COMPANY CMN
+$244.1K
1,174
增持
—
PALANTIR TECHNOLOGIES INC. CMN
-$240.4K
14,418
+9%
建仓
MAR
MARRIOTT INTERNATIONAL, INC CM
+$237.8K
727
清仓
PGR
THE PROGRESSIVE CORPORATION CM
-$236.1K
0
-100%
建仓
—
KEURIG DR PEPPER INC CMN
+$235.5K
8,944
建仓
BDRBF
BOMBARDIER INC CL B NEW
+$233.9K
1,327
清仓
—
ORACLE CORPORATION CMN
-$233.9K
0
-100%
建仓
—
CHUBB LTD F
+$226.2K
694
建仓
TSCO
TRACTOR SUPPLY COMP
+$225.1K
4,969
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD TR
-$215.8K
0
-100%
清仓
ROST
ROSS STORES INC
-$214.9K
0
-100%
建仓
—
VERTEX PHARMACEUTICALS INCORPO
+$214.8K
481
减持
—
DIMENSIONAL EMERG CORE EQY MRK
+$211.4K
166,676
-0%
清仓
—
AMERICAN EAGLE OUTFITTERS INC
-$211.3K
0
-100%
清仓
VNQ
VANGUARD REIT ETF
-$209.4K
0
-100%
建仓
SOBO
SOUTH BOW CORP
+$208.0K
6,242
清仓
VOX
VANGUARD COMMUNICATION SERVICE
-$206.6K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLD F
+$202.5K
517
建仓
—
SAIA INC CMN CLASS
+$202.0K
575
增持
—
ABBVIE INC
-$184.6K
23,010
+1%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$170.7K
10,000
增持
—
COSTCO WHOLESALE CORPORATION C
+$161.2K
540
+24%
减持
—
CENCORA INC CMN
-$159.9K
1,766
-17%
增持
TJX
TJX COMPANIES INC (NEW) CMN
+$158.5K
8,820
+8%
减持
—
EXXON MOBIL CORPORATION CMN
+$150.6K
4,555
-12%
增持
—
S&P GLOBAL INC. CMN
+$145.7K
850
+106%
增持
DHR
DANAHER CORPORATION CMN
+$136.5K
3,544
+52%
减持
—
CONCENTRA GROUP HOLDINGS PAREN
-$116.3K
23,795
-25%
减持
—
TECHNOLOGY SELECT SECTOR SPDR
-$116.0K
1,820
-27%
增持
VSGX
VANGUARD ESG INTERNATIONAL STO
+$114.9K
27,570
+6%
增持
SHW
SHERWIN WILLIAMS CO
+$108.8K
1,704
+26%
减持
—
SELECT MEDICAL HOLDINGS CORP C
-$102.2K
29,487
-25%
增持
KO
COCA-COLA COMPANY (THE) CMN
+$85.1K
4,934
+19%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$80.6K
37,613
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC - CL B
-$73.3K
2,695
-1%
减持
DVY
ISHARES TR DJ SEL DIV INX
+$58.7K
6,485
-1%
增持
LLY
ELI LILLY & CO CMN
-$56.4K
579
+6%
增持
HEI/A
HEICO CORP CLASS A
+$46.8K
4,407
+26%
减持
GLD
SPDR GOLD TRUST ETF
-$19.1K
930
-12%
减持
VIG
VANGUARD DIVIDEND APPRECIATION
-$15.1K
1,159
-4%
减持
—
PRINCIPAL FINL
-$4.5K
2,577
-4%
减持
EFA
ISHARES MSCI EAFE ETF
+$2.3K
5,853
-1%
减持
—
NETFLIX, INC. CMN
+$2.1K
2,411
-2%
减持
VWO
VANGUARD FTSE EMERGING MKTS ET
-$1.4K
64,066
-1%
