小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Boltwood Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Boltwood Capital Management
报告期 2026-03-31 · CIK 0001563690
持仓数
184
前50大市值合计
$294.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 6
增持 69
减持 71
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$2.7M
51,123
+3%
增持
MSFT
MICROSOFT CORP
+$2.6M
17,986
+6%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
1,144,526
-2%
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。
增持
HYG
ISHARES TR
+$1.7M
87,584
+30%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
26,667
+5%
减持
HYGV
FLEXSHARES TR
-$1.4M
276,913
-12%
减持
SPDW
SPDR INDEX SHS FDS
+$1.0M
278,425
-1%
增持
TDTT
FLEXSHARES TR
+$890.4K
683,782
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$871.7K
16,913
+3%
增持
META
META PLATFORMS INC
+$842.3K
4,545
+4%
增持
GOOGL
ALPHABET INC
+$747.8K
25,856
+5%
减持
ORCL
ORACLE CORP
+$725.3K
9,949
-4%
增持
AMZN
AMAZON COM INC
+$671.5K
16,816
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$636.9K
240,631
+0%
减持
MBSD
FLEXSHARES TR
-$621.3K
358,160
-8%
增持
CVX
CHEVRON CORP NEW
-$544.6K
22,735
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$541.5K
110,065
+15%
增持
IJH
ISHARES TR
+$534.3K
115,940
+2%
增持
AVGO
BROADCOM INC
+$493.5K
3,256
+35%
减持
MBB
ISHARES TR
-$492.0K
128,588
-4%
增持
CAT
CATERPILLAR INC
+$484.9K
8,211
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$448.1K
8,101
+19%
清仓
TFC
TRUIST FINL CORP
-$409.4K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$399.1K
112,240
+0%
增持
SPMB
SPDR SERIES TRUST
+$398.9K
114,414
+18%
减持
KLAC
KLA CORP
+$387.1K
1,988
-3%
增持
STIP
ISHARES TR
+$368.8K
6,600
+120%
减持
GUNR
FLEXSHARES TR
-$361.5K
118,683
-10%
减持
AXP
AMERICAN EXPRESS CO
+$346.8K
7,243
-1%
增持
DIS
DISNEY WALT CO
+$342.9K
13,417
+0%
建仓
NFLX
NETFLIX INC
+$325.4K
243
减持
NFRA
FLEXSHARES TR
+$322.8K
80,228
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$309.0K
84,779
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$308.9K
108,965
+3%
建仓
C
CITIGROUP INC
+$293.2K
3,445
增持
RTX
RTX CORPORATION
+$281.8K
8,346
+18%
清仓
CDW
CDW CORP
-$281.3K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$279.7K
12,448
+1%
清仓
BDX
BECTON DICKINSON & CO
-$278.8K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$277.8K
22,229
-4%
建仓
EWY
ISHARES INC
+$272.8K
3,800
减持
RDDT
REDDIT INC
-$263.6K
6,590
-45%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$260.6K
3,561
增持
—
EXXON MOBIL CORP
-$259.4K
25,340
+1%
减持
RAVI
FLEXSHARES TR
-$245.8K
20,723
-13%
减持
IJR
ISHARES TR
+$243.8K
56,411
-0%
增持
XLC
SELECT SECTOR SPDR TR
+$241.3K
18,030
+1%
清仓
HAL
HALLIBURTON CO
-$237.5K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$233.5K
13,552
+1%
增持
MCHI
ISHARES TR
+$231.1K
17,350
+30%
建仓
NKE
NIKE INC
+$222.6K
3,133
减持
XLV
SELECT SECTOR SPDR TR
-$222.4K
18,017
-1%
减持
SKOR
FLEXSHARES TR
-$206.8K
77,918
-6%
建仓
VAW
VANGUARD WORLD FD
+$205.5K
1,055
减持
EFA
ISHARES TR
+$204.6K
32,207
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$203.7K
42,531
+5%
减持
GNR
SPDR INDEX SHS FDS
-$202.7K
46,200
-9%
增持
MA
MASTERCARD INCORPORATED
+$190.1K
2,488
+13%
减持
WMT
WALMART INC
+$188.5K
19,782
-1%
增持
FLTW
FRANKLIN TEMPLETON ETF TR
+$186.8K
12,650
+16%
减持
ABBV
ABBVIE INC
-$178.3K
6,941
-1%
减持
LOW
LOWES COS INC
-$175.6K
12,341
-1%
增持
GQRE
FLEXSHARES TR
+$171.8K
77,557
+1%
减持
PG
PROCTER AND GAMBLE CO
-$166.0K
13,914
-0%
增持
RWO
SPDR INDEX SHS FDS
+$166.0K
24,340
+17%
增持
BA
BOEING CO
+$150.7K
3,670
+1%
增持
BX
BLACKSTONE INC
+$149.0K
8,929
+5%
增持
AAPL
APPLE INC
-$148.0K
36,204
+6%
增持
WFC
WELLS FARGO CO NEW
+$144.8K
16,950
+0%
增持
IGF
ISHARES TR
+$137.8K
12,910
+13%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$134.5K
15,164
-21%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$132.4K
901
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$129.4K
4,567
-1%
增持
TSLA
TESLA INC
+$127.4K
2,000
+2%
减持
TLT
ISHARES TR
-$126.4K
16,965
-5%
减持
TPR
TAPESTRY INC
+$126.3K
8,220
-3%
增持
IEI
ISHARES TR
+$126.0K
96,157
+0%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$124.7K
12,200
+34%
增持
COST
COSTCO WHSL CORP NEW
+$118.1K
1,518
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$117.9K
2,019
-2%
减持
LLY
ELI LILLY & CO
-$117.9K
1,973
-2%
增持
VTI
VANGUARD INDEX FDS
+$110.5K
3,309
+2%
增持
INDA
ISHARES TR
+$109.9K
19,425
+3%
减持
IEF
ISHARES TR
-$108.8K
29,702
-4%
增持
PYPL
PAYPAL HLDGS INC
+$108.4K
7,020
+11%
增持
—
EATON CORP PLC
+$107.6K
1,021
+8%
增持
FLKR
FRANKLIN TEMPLETON ETF TR
+$106.9K
16,775
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$105.7K
7,779
+1%
增持
CSCO
CISCO SYS INC
+$98.8K
11,593
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$95.6K
2,595
-4%
减持
PEP
PEPSICO INC
-$94.2K
5,176
-0%
减持
FTV
FORTIVE CORP
-$93.9K
4,408
-0%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$93.6K
3,687
-3%
减持
BLK
BLACKROCK INC
-$91.5K
675
-20%
减持
ALL
ALLSTATE CORP
-$91.5K
7,154
-3%
增持
SPTL
SPDR SERIES TRUST
+$84.1K
70,330
+7%
增持
EWG
ISHARES INC
+$83.9K
8,250
+15%
增持
—
ACCENTURE PLC IRELAND
+$83.0K
1,471
+29%
增持
EWU
ISHARES TR
+$81.3K
12,800
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$77.3K
445
+2%
增持
EWQ
ISHARES INC
+$75.8K
9,350
+15%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$73.3K
29,944
-6%
增持
GOOG
ALPHABET INC
+$72.2K
2,675
+4%
减持
SPLB
SPDR SERIES TRUST
-$71.1K
45,800
-6%
增持
BMO
BANK MONTREAL QUE
+$70.9K
4,375
+1%
减持
NOW
SERVICENOW INC
+$70.9K
340
-3%
减持
—
JOHNSON CTLS INTL PLC
+$69.9K
4,698
-12%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$68.9K
13,240
-1%
增持
HON
HONEYWELL INTL INC
+$68.1K
3,125
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$68.0K
12,486
-3%
减持
EWT
ISHARES INC
+$65.8K
9,500
-6%
减持
MRK
MERCK & CO INC
-$65.7K
5,728
-1%
减持
GE
GE AEROSPACE
+$65.3K
1,176
-1%
减持
CMF
ISHARES TR
-$64.8K
10,650
-9%
减持
SUB
ISHARES TR
-$62.3K
10,735
-6%
增持
NSC
NORFOLK SOUTHN CORP
+$60.4K
2,390
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.8K
5,640
+8%
减持
MCD
MCDONALDS CORP
-$57.6K
1,925
-3%
减持
ADI
ANALOG DEVICES INC
+$56.9K
2,840
-7%
增持
EEM
ISHARES TR
+$55.2K
11,923
+0%
减持
ABT
ABBOTT LABS
+$52.2K
21,525
-1%
减持
VGT
VANGUARD WORLD FD
+$51.0K
552
-5%
减持
XLB
SELECT SECTOR SPDR TR
-$47.8K
12,023
-6%
减持
FCX
FREEPORT-MCMORAN INC
+$46.3K
10,587
-3%
减持
VOX
VANGUARD WORLD FD
+$44.2K
1,997
-0%
增持
JNJ
JOHNSON & JOHNSON
+$43.9K
4,042
+17%
减持
T
AT&T INC
-$39.4K
20,028
-8%
减持
XLP
SELECT SECTOR SPDR TR
-$39.2K
15,413
-2%
减持
CRM
SALESFORCE INC
+$36.3K
9,251
-0%
减持
HD
HOME DEPOT INC
-$36.2K
2,770
-3%
增持
EWL
ISHARES INC
+$35.9K
5,875
+6%
减持
PLD
PROLOGIS INC.
-$35.1K
5,010
-0%
减持
COR
CENCORA INC
+$34.8K
1,726
-1%
减持
J
JACOBS SOLUTIONS INC
+$33.9K
3,500
-1%
增持
PFE
PFIZER INC
-$33.1K
57,854
+2%
减持
KO
COCA COLA CO
-$32.2K
26,123
-1%
减持
PM
PHILIP MORRIS INTL INC
+$29.8K
1,885
-5%
减持
SBUX
STARBUCKS CORP
-$28.6K
2,495
-5%
减持
TJX
TJX COS INC NEW
-$24.5K
12,526
-3%
减持
CMCSA
COMCAST CORP NEW
-$24.0K
14,189
-1%
增持
GII
SPDR INDEX SHS FDS
+$21.9K
3,520
+1%
增持
MDLZ
MONDELEZ INTL INC
+$21.8K
13,773
+3%
增持
ADBE
ADOBE INC
+$21.0K
1,906
+2%
增持
VFH
VANGUARD WORLD FD
+$19.8K
1,998
+2%
减持
MCO
MOODYS CORP
+$17.1K
735
-3%
减持
IGIB
ISHARES TR
+$15.1K
23,390
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.6K
3,457
-3%
减持
EWJ
ISHARES INC
+$12.9K
5,225
-5%
减持
UNP
UNION PAC CORP
-$10.4K
1,115
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$10.1K
6,460
+1%
