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Colonial Trust Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Colonial Trust Advisors
报告期 2026-03-31 · CIK 0001567993
持仓数
726
前50大市值合计
$968.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 55
减持 77
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VOT
VANGUARD MID CAP GROWTH ETF IV
-$7.1M
7,626
-78%
减持
HD
HOME DEPOT INC
-$5.7M
48,400
-1%
建仓
VO
VANGUARD MID CAP ETF
+$5.5M
23,271
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
MSFT
MICROSOFT CORP
-$5.3M
157,268
-2%
减持
NKE
NIKE INC CL B
-$3.9M
120,341
-0%
减持
APD
AIR PROD & CHEMICALS
-$3.2M
57,696
-1%
增持
CVX
CHEVRON CORP
+$3.2M
68,857
+0%
减持
—
ACCENTURE PLC SHS
-$2.8M
35,741
-0%
减持
AAPL
APPLE INC
-$2.8M
418,306
-2%
清仓
—
YUM CHINA HOLDINGS INC SHS
-$2.5M
0
-100%
增持
—
JPMORGAN CHASE & CO
-$2.0M
104,241
+2%
减持
DLR
DIGITAL REALTY TRUST REIT
-$1.9M
46,430
-3%
增持
DIS
DISNEY (WALT) CO COM STK
-$1.8M
106,294
+0%
清仓
—
MEDICAL PROPERTIES REIT
-$1.6M
0
-100%
减持
DE
DEERE CO
+$1.6M
23,415
-2%
增持
—
TRANE TECHNOLOGIES PLC F
-$1.5M
36,242
+4%
减持
—
A N S Y S INC COM
-$1.4M
14,198
-3%
减持
UNP
UNION PACIFIC CORP
+$1.3M
71,591
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
11,918
+7%
减持
—
S&P GLOBAL INC
-$1.3M
15,540
-4%
减持
PANW
PALO ALTO NETWORKS INC COM
+$1.3M
23,598
-2%
建仓
—
FEDEX CORP
+$1.3M
5,502
增持
PG
PROCTER & GAMBLE CO
-$1.2M
118,319
+1%
减持
—
EATON CORP PLC
-$1.1M
49,270
-1%
减持
—
QUEST DIAGNOSTICS INC
-$1.1M
27,626
-2%
增持
AMAT
APPLIED MATERIAL INC
-$1.0M
50,276
+3%
减持
—
ISHARES TR CORE MSCI EAFETF
-$1.0M
41,673
-21%
增持
ECL
ECOLAB INC
-$982.0K
17,449
+1%
增持
BRK/B
BERKSHIRE HATHAWAYINC DEL CL
+$950.0K
16,627
+1%
减持
—
DUKE ENERGY CORP NEW
+$948.0K
144,032
-0%
增持
—
ZOETIS INC
-$920.0K
18,036
+2%
增持
ABT
ABBOTT LABORATORIES
-$915.0K
54,081
+4%
减持
VFC
VF CORP
-$870.0K
12,305
-43%
增持
IVV
ISHARES CORE S&P 500 ETF
+$859.0K
60,057
+9%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$850.0K
3,400
增持
JNJ
JOHNSON AND JOHNSON COM
+$826.0K
124,784
+0%
增持
—
CISCO SYSTEMS INC
-$813.0K
113,704
+1%
增持
—
GOLDMAN SACHS GROUP
-$788.0K
25,492
+6%
增持
—
PAYPAL HOLDINGS INC SHS
-$781.0K
26,153
+30%
增持
TJX
TJX COS INC NEW
-$769.0K
65,376
+5%
增持
—
EOG RESOURCES INC
+$751.0K
21,626
+5%
减持
AWK
AMERICAN WATER WORKS
-$710.0K
19,496
-6%
增持
KO
COCA COLA COM
+$710.0K
170,169
+2%
增持
SWK
STANLEY BLACK & DECK
-$707.0K
21,848
+10%
增持
—
D R HORTON CO
-$690.0K
24,128
+5%
清仓
—
SPDR S&P BIOTECH ETF IV
-$674.0K
0
-100%
增持
HSY
HERSHEY COMPANY
+$669.0K
23,365
+3%
减持
PEP
PEPSICO INC
-$655.0K
90,353
-1%
增持
PSX
PHILLIPS 66 SHS
+$650.0K
37,834
+5%
增持
—
SENSATA TECH F
-$608.0K
69,336
+3%
减持
—
ISHARES INC CORE MSCI EMERGI
-$606.0K
73,835
-6%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
-$544.0K
47,729
+8%
增持
—
ALPHABET INC SHS CL A
-$531.0K
6,088
+1%
减持
—
WASTE MANAGEMENT INC NEW
-$523.0K
62,180
-0%
减持
YUM
YUM BRANDS INC
-$521.0K
24,272
-1%
减持
MCD
MCDONALDS CORP COM
-$518.0K
20,759
-2%
减持
KMB
KIMBERLY CLARK
-$505.0K
22,586
-2%
减持
SRE
SEMPRA
+$490.0K
14,210
-1%
增持
—
META PLATFORMS INC CLASS
-$489.0K
11,402
+27%
减持
CTAS
CINTAS CORP OHIO
-$433.0K
13,908
-3%
减持
—
COSTCO WHOLESALE CRP DEL
-$427.0K
29,611
-4%
增持
WMT
WALMART INC
+$425.0K
47,685
+3%
增持
—
DIAGEO PLC SPSD ADR NEW
-$404.0K
33,788
+2%
减持
LLY
ELI LILLY & CO
+$395.0K
50,635
-1%
减持
—
ALPHABET INC SHS CL C
-$376.0K
2,699
-1%
增持
—
COMCAST CORP NEW CL A
-$375.0K
115,703
+1%
减持
IJH
ISHARES CORE S&P MID-CAPETF
-$367.0K
22,035
-1%
减持
—
STORE CAPITAL CORP REIT
-$359.0K
49,174
-6%
增持
—
EXXON MOBIL CORP COM
+$347.0K
15,354
+2%
建仓
VOE
VANGUARD MID-CAP VALUEINDEX FU
+$346.0K
2,313
增持
SCHW
CHARLES SCHWAB CORP
+$341.0K
30,128
+15%
建仓
PKG
PACKAGING CORP OF AMERICACOM U
+$340.0K
2,181
增持
—
ORACLE CORP $0.01 DEL
-$327.0K
108,821
+2%
增持
AMZN
AMAZON COM INC COM
-$323.0K
6,573
+1%
减持
VUG
VANGUARD INDEX FDS VANGUARDGRO
-$301.0K
4,365
-10%
减持
—
UNITEDHEALTH GROUP INC
+$286.0K
42,896
-0%
减持
—
3M CO
-$282.0K
8,106
-3%
增持
—
ISHS MSCI INTL QUALITY FACT ET
-$282.0K
127,477
+1%
清仓
EMQQ
EMQQ EMRNG MKT INTRNT ECMRC ET
-$280.0K
0
-100%
减持
MLM
MARTIN MARIETTA MATERIALSINC C
-$270.0K
4,581
-1%
减持
CAT
CATERPILLAR INC DEL
+$266.0K
19,354
-1%
建仓
SLB
SCHLUMBERGER LTD
+$265.0K
6,410
减持
FREL
FIDELITY MSCI REAL ESTATE INDE
-$265.0K
24,705
-19%
清仓
—
SPDR PORTFOLIO SHORT TERMCORPO
-$264.0K
0
-100%
减持
SYK
STRYKER CORP
-$261.0K
30,386
-3%
减持
PFE
PFIZER INC
-$259.0K
32,263
-1%
减持
IGV
ISHARES EXPANDED TCH STW SCTR
-$253.0K
1,611
-21%
清仓
—
FIRST CITIZENS BANCSHARESINC (
-$249.0K
0
-100%
减持
—
BLACKROCK INC
-$242.0K
1,204
-5%
增持
—
W.P. CAREY INC. REIT
+$239.0K
50,473
+8%
减持
NSC
NORFOLK SOUTHERN CORP
-$235.0K
15,355
-1%
增持
BWA
BORG WARNER INC
-$223.0K
51,533
+4%
减持
—
ROYAL CARIBBEAN CRUISES LTD
-$220.0K
9,338
-28%
清仓
—
WALGREENS BOOTS ALLIANCEINC
-$219.0K
0
-100%
建仓
—
HEALTH CARE SELECT SECTORSPDR
+$218.0K
1,594
增持
—
ISH TR CORE DIVID GROWTHETF
+$215.0K
183,568
+6%
建仓
DVY
ISHARES SELECT DIVIDE
+$212.0K
1,655
清仓
—
MEDTRONIC PLC SHS
-$208.0K
0
-100%
清仓
VMC
VULCAN MATERIALS COM
-$207.0K
0
-100%
增持
VB
VANGUARD SMALL CAP ETF
+$205.0K
7,936
+21%
减持
ONEQ
FIDELITY NASDAQ COMPOSITEINDEX
-$204.0K
10,258
-19%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$196.0K
955
-38%
减持
TXN
TEXAS INSTRUMENTS
-$189.0K
36,831
-0%
增持
—
BLACKSTONE INC
-$189.0K
87,225
+0%
增持
—
TRUIST FINL CORP
-$184.0K
122,396
+1%
增持
—
NEXTERA ENERGY INC COMUSD0.01
-$181.0K
23,171
+1%
减持
BAX
BAXTER INTERNTL INC
-$179.0K
12,204
-7%
减持
CCJ
CAMECO CORP
+$170.0K
24,287
-1%
减持
VEU
VANGUARD FTSE ALL WORLD EX US
-$158.0K
5,800
-28%
增持
—
SPDR GOLD SHARES ETF
+$156.0K
11,509
+2%
减持
—
ENBRIDGE INC COM
+$153.0K
25,862
-3%
清仓
—
GRANDSOUTH BANCORP
-$152.0K
0
-100%
增持
BAC
BANK OF AMERICA CORP
-$147.0K
51,261
+1%
减持
CL
COLGATE-PALMOLIVE CO
-$138.0K
12,234
-2%
减持
FMC
FMC CORP
+$135.0K
6,759
-2%
减持
—
ISHARES TRUST CURRENCYHEDGED M
-$133.0K
12,785
-20%
减持
PNC
PNC FINCL SERVICES GROUP
-$131.0K
6,708
-2%
增持
—
VERIZON COMMUNICATNS COM
-$131.0K
162,324
+0%
减持
—
VISA INC CL A SHRS
+$126.0K
84,841
-2%
减持
—
ISHARES MSCI USA MULTIFCT ETF
-$125.0K
8,313
-18%
减持
LOW
LOWES COMPANIES INC
-$121.0K
1,584
-7%
减持
—
ISHARES EDGE MSCI USA QU
-$120.0K
4,350
-10%
减持
—
INVESCO QQQ TRUST
-$117.0K
1,110
-15%
减持
CLH
CLEAN HARBORS INC
+$117.0K
10,568
-1%
减持
CARR
CARRIER GLOBAL CORP
-$112.0K
9,911
-5%
减持
—
CROWN CASTLE REIT INC SHS
-$111.0K
3,997
-2%
增持
O
REALTY INCM CRP MD PV$1.REIT
+$109.0K
28,191
+9%
增持
VOO
VANGUARD S&P 500 ETF
+$108.0K
2,389
+18%
增持
IWM
ISHARES TR RUSSELL 2000
+$101.0K
3,965
+24%
减持
EFA
ISHARES MSCI EAFE ETF
-$101.0K
6,676
-11%
增持
—
VMWARE INC CLASS A
+$99.0K
18,662
+7%
减持
—
RAYTHEON TECHNOLOGIES CORP
+$98.0K
10,354
-4%
减持
—
ISHARES INC CURRENCY HEDGEDMSC
-$95.0K
10,628
-19%
减持
IVW
ISHARES S&P 500 GROWTHETF
-$88.0K
9,231
-3%
减持
—
OTIS WORLDWIDE CORP REG SH
-$84.0K
4,532
-9%
增持
—
FORTUNE BRANDS HM&S
-$84.0K
3,209
+7%
减持
—
AT&T INC
-$83.0K
24,822
-9%
减持
CSL
CARLISLE COS INC
-$78.0K
7,350
-3%
减持
—
SELECT SECTOR SPDR TRUSTTECHNO
-$74.0K
1,743
-14%
减持
EEM
ISHARES TRUST MSCI EMGMKTS ETF
-$74.0K
5,663
-16%
增持
ITOT
ISHARES CORE S&P TOTALUS STOCK
+$69.0K
4,432
+25%
减持
AJG
ARTHUR J GALLAGHER & CO ISIN#U
-$64.0K
2,413
-16%
增持
UPS
UNITED PARCEL SVC CL B
+$62.0K
5,964
+5%
增持
ABBV
ABBVIE INC COM
+$60.0K
2,097
+1%
减持
—
STERIS PLC REG SHS
-$58.0K
27,834
-0%
增持
—
DOMINION ENERGY INC
+$56.0K
7,987
+1%
减持
—
FIRST TRUST CLOUD COMPUTINGETF
-$56.0K
2,668
-7%
减持
IWF
ISHARES RUSSELL 1000 GROWTH
-$56.0K
1,564
-2%
减持
—
GLOBAL PAYMENTS INC
-$55.0K
9,684
-5%
增持
—
BROOKFIELD ASSET MGM F CLASS A
+$42.0K
57,446
+8%
