小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

SlateStone Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SlateStone Wealth, LLC

报告期 2026-03-31 · CIK 0001764049

持仓数

291

前50大市值合计

$842.1M

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

21Q3 调仓2021-06-30 → 2021-09-30 · 共 133 项建仓 7增持 74减持 45清仓 7

方向

标的

Δ市值

现股数(环比)

增持

VTV Vanguard Value ETF

+$5.6M

66,246 +169%

减持

— FedEx Corp

-$2.9M

11,515 -36%

清仓

— Zoom Video Communications Inc

-$2.4M

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。

清仓

— Teladoc Health Inc

-$2.4M

0 -100%

建仓

— Upstart Holdings Inc

+$2.2M

6,969

减持

— Raytheon Technologies Corp

-$1.8M

15,144 -58%

增持

— Datadog Inc Cl A

+$1.6M

25,191 +31%

清仓

BA Boeing Co

-$1.4M

0 -100%

增持

— Alphabet Inc Cap Stock Cl A

+$1.0M

3,986 +1%

增持

— Sea Ltd Sponsord ADS

+$924.0K

9,644 +23%

减持

— Paypal Holdings Inc

-$922.0K

18,269 -6%

增持

SNOW Snowflake Inc

+$896.0K

4,610 +124%

减持

— SPDR S&P 500 ETF Tr

-$796.0K

120,972 -2%

建仓

— Medtronic PLC

+$747.0K

5,962

减持

— SPDR S&P Biotech ETF

-$663.0K

18,136 -17%

建仓

— Palantir Technologies Inc Cl A

+$648.0K

26,950

清仓

— Innovator S&P Power Buffer ETF

-$565.0K

0 -100%

增持

— Costco Wholesale Corp

+$561.0K

10,392 +0%

减持

— JPMorgan Exchange Traded Fund

-$533.0K

33,578 -24%

增持

— iShares USA Quality Fctr

+$525.0K

33,583 +14%

增持

— Energy Select Sector SPDR

+$522.0K

19,933 +108%

减持

— BlackRock Inc

-$492.0K

3,502 -11%

建仓

— Zoominfo Technologies Inc Cl A

+$490.0K

8,000

增持

VYM Vanguard High Div Yield

+$442.0K

129,633 +5%

增持

IVOL Quadratic Int Rate Vol & Infl

+$402.0K

467,626 +2%

增持

MSFT Microsoft Corp

+$395.0K

20,163 +3%

增持

DHR Danaher Corp

+$388.0K

8,309 +4%

减持

IWD iShares Russell 1000 Val ETF

-$363.0K

15,449 -12%

增持

— Twitter Inc

+$362.0K

19,099 +66%

增持

— Ares Capital Corp

+$357.0K

241,733 +4%

增持

— AbbVie Inc

+$330.0K

23,220 +20%

增持

— Invesco QQQ Ser 1

+$307.0K

84,009 +0%

减持

DIS Disney Walt Co Disney

-$295.0K

31,578 -2%

减持

— Alphabet Inc Cap Stock Cl C

+$284.0K

3,709 -3%

减持

— UnitedHealth Group Inc

-$282.0K

10,490 -4%

增持

GBTC Grayscale Bitcoin Tr Btc

+$278.0K

61,542 +2%

增持

— Ark ETF Tr Genomic Rev ETF

-$271.0K

22,044 +6%

减持

— Vaneck ETF Gold Miners

-$269.0K

52,419 -2%

减持

— Zoetis Inc Cl A

-$267.0K

17,376 -11%

减持

VWO Vanguard FTSE Emerg Mkt ETF

-$261.0K

41,850 -3%

建仓

— Oracle Corp

+$254.0K

2,916

清仓

— General Electric Co

-$248.0K

0 -100%

建仓

PANW Palo Alto Networks Inc

+$237.0K

495

增持

PG Procter And Gamble Co

+$229.0K

7,789 +22%

增持

— ServiceNow Inc

+$229.0K

1,226 +26%

增持

FBND Fidelity Total Bond ETF

+$223.0K

53,216 +9%

增持

LLY Lilly Eli & Co

+$219.0K

2,759 +51%

增持

AMZN Amazon.com Inc

-$218.0K

2,868 +2%

建仓

— Pioneer Natural Resources Co

+$215.0K

1,291

减持

AAPL Apple Inc.

+$212.0K

177,444 -2%

减持

ADP Automatic Data Processing Inc

-$211.0K

8,140 -12%

增持

— Crowdstrike Holdings Inc Cl A

+$209.0K

30,495 +5%

增持

ABT Abbott Laboratories

+$207.0K

10,408 +18%

清仓

— Personalis Inc

-$202.0K

0 -100%

清仓

— WisdomTree Yield Enhanced US A

-$202.0K

0 -100%

减持

IWF iShares Russell 1000 Growth ET

-$199.0K

18,801 -5%

减持

JNJ Johnson & Johnson

-$198.0K

8,950 -10%

增持

— Vaneck ETF EM High Yld Bond

+$188.0K

83,129 +14%

增持

— Ark ETF Tr Innovation ETF

-$168.0K

43,983 +14%

减持

— Alibaba Group Holding Ltd Sp A

-$165.0K

1,388 -15%

减持

TIP iShares TIPS Bond ETF

-$163.0K

3,562 -26%

减持

AMGN Amgen Inc

-$163.0K

2,894 -9%

增持

VBR Vanguard Small Cap Val ETF

+$159.0K

21,375 +7%

增持

— Pinterest Inc Cl A

-$153.0K

15,538 +30%

减持

HSY Hershey Co

-$151.0K

11,164 -5%

增持

HD Home Depot Inc

+$149.0K

10,186 +2%

增持

PEP PepsiCo Inc

+$144.0K

64,029 +0%

减持

— JPMorgan Chase & Co

+$143.0K

23,054 -1%

减持

— Invesco Exchng Traded Fund Tr

-$139.0K

31,808 -9%

减持

— SPDR Portfolio Agrgte

-$134.0K

58,105 -7%

增持

QCOM Qualcomm Inc

-$132.0K

11,156 +1%

增持

— Nextera Energy Inc

+$130.0K

14,393 +5%

减持

SBUX Starbucks Corp

-$125.0K

8,592 -10%

增持

URI United Rentals Inc

+$112.0K

2,448 +5%

减持

— 3M Co

-$107.0K

1,176 -25%

增持

— TG Therapeutics Inc

-$103.0K

19,547 +1%

减持

— AT&T Inc

-$102.0K

13,075 -17%

增持

— NVIDIA Corp

+$102.0K

7,346 +314%

减持

— Merck & Co Inc

-$96.0K

21,712 -2%

增持

— Broadcom Inc

+$96.0K

1,953 +9%

减持

— Vaneck ETF Jr Gold Miners

-$89.0K

7,825 -6%

增持

USB US Bancorp Del

+$86.0K

18,202 +4%

增持

LULU Lululemon Athletica Inc

+$85.0K

1,513 +5%

增持

PFE Pfizer Inc

+$84.0K

7,587 +23%

增持

CVX Chevron Corp

+$82.0K

23,690 +7%

增持

IYR iShares US Real Estate ETF

+$62.0K

11,732 +5%

增持

HON Honeywell Intl Inc

-$60.0K

13,189 +1%

减持

— Cisco Systems Inc

-$57.0K

6,680 -16%

减持

BMY Bristol-Myers Squibb Co

-$55.0K

6,773 -1%

增持

— MasterCard Incorporated Cl A

-$51.0K

3,009 +0%

增持

— Visa Inc Cl A

-$50.0K

28,318 +4%

减持

AMD Advanced Micro Devices Inc

+$50.0K

6,942 -2%

增持

— Facebook Inc Cl A

+$47.0K

4,675 +6%

增持

NKE Nike Inc Cl B

-$45.0K

7,189 +2%

增持

CSX CSX Corp

-$45.0K

19,647 +0%

增持

— Starwood Property Trust Inc

-$42.0K

39,752 +3%

增持

— SPDR Portfolio Emg MK

-$41.0K

31,477 +4%

减持

INTC Intel Corp

-$37.0K

5,628 -6%

增持

— Carrier Global Corporation

+$37.0K

5,989 +6%

增持

TJX TJX Cos Inc

-$33.0K

33,526 +1%

增持

BAC Bank America Corp

+$31.0K

23,753 +0%

减持

— Verizon Communications Inc

-$30.0K

8,515 -3%

减持

IAU Ishares Gold Tr Ishares New

-$29.0K

63,637 -0%

增持

— SPDR Portfolio Devlpd

+$29.0K

45,653 +3%

增持

WMT Wal-Mart Inc

-$28.0K

33,542 +1%

减持

— SPDR Portfolio Tl Stock

-$26.0K

10,993 -4%

增持

RODM Lattice Strategies Tr Hartford

+$26.0K

400,529 +2%

增持

— Exxon Mobil Corp

-$25.0K

6,362 +1%

减持

CINF Cincinnati Financial Corp

-$24.0K

2,000 -7%

增持

— Invesco Exchange Traded Fund T

+$23.0K

41,339 +1%

增持

AMAT Applied Materials Inc

-$23.0K

1,711 +0%

增持

— Desktop Metal Inc Cl A

-$21.0K

92,500 +55%

增持

SQ Square Inc Cl A

-$21.0K

18,315 +1%

减持

MCD McDonalds Corp

-$19.0K

9,423 -5%

增持

— Comcast Corp Cl A

-$16.0K

16,876 +0%

增持

— ProShares S&P 500 Dv Arist

-$15.0K

7,126 +0%

增持

— Target Corp

-$14.0K

1,271 +1%

增持

DE Deere & Co

-$14.0K

898 +1%

减持

— Intercontinental Exchange Inc

-$14.0K

1,824 -3%

增持

— Adobe Inc

+$12.0K

2,688 +2%

增持

C Citigroup Inc

+$7.0K

6,190 +3%

减持

— Salesforce.com Inc

+$7.0K

970 -7%

减持

VOO Vanguard S&P 500 ETF

-$7.0K

1,240 -2%

增持

SCHV Schwab US Large Cap Value ETF

-$7.0K

8,503 +0%

减持

— Diageo PLC Sp ADR

-$7.0K

1,134 -4%

减持

— SPDR Bloomberg

-$6.0K

8,645 -1%

减持

— Ethema Health Corp

-$6.0K

1,500,000 -25%

增持

IVV IShares Core S&P 500 ETF

+$6.0K

1,126 +1%

增持

— Constellation Brands Inc Cl A

-$5.0K

982 +8%

增持

VTI Vanguard Total Stock Mkt

+$3.0K

2,472 +1%

增持

IWV iShares Russell 3000 ETF

-$1.0K

789 +0%

增持

— Global X Funds US Infr Dev ETF

-$1.0K

27,914 +1%

增持

— iShares Min Vol USA ETF

+$0

5,837 +0%