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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 22增持 65减持 50清仓 13

方向

标的

Δ市值

现股数(环比)

增持

AAPL Apple Inc.

+$9.1M

192,682 +9%

减持

IVOL Quadratic Int Rate Vol & Infl

-$8.0M

185,861 -60%

减持

— SPDR S&P 500 ETF Tr

+$5.5M

120,805 -0%

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

RODM Lattice Strategies Tr Hartford

-$4.1M

263,795 -34%

建仓

— Peoples United Financial Inc

+$4.1M

227,454

建仓

KEY KeyCorp

+$3.3M

142,465

建仓

— Spdr NYSE TECH ETF

+$3.2M

19,256

减持

— Crowdstrike Holdings Inc Cl A

-$2.9M

22,543 -26%

减持

— Sea Ltd Sponsord ADS

-$2.8M

1,081 -89%

增持

MSFT Microsoft Corp

+$2.5M

24,394 +21%

增持

ABT Abbott Laboratories

+$2.2M

24,564 +136%

清仓

— Upstart Holdings Inc

-$2.2M

0 -100%

增持

— UnitedHealth Group Inc

+$1.8M

11,734 +12%

建仓

— Eastern Bankshares Inc COM

+$1.6M

76,936

增持

— Zoetis Inc Cl A

+$1.5M

20,166 +16%

减持

SQ Block Inc

-$1.5M

17,753 -3%

减持

PEP PepsiCo Inc

+$1.4M

63,323 -1%

增持

HD Home Depot Inc

+$1.3M

11,252 +10%

清仓

— Century Bancorp Inc MA Cl A No

-$1.3M

0 -100%

减持

— Vaneck ETF Gold Miners

-$1.2M

11,440 -78%

增持

— NVIDIA Corp

+$1.2M

9,171 +25%

增持

VYM Vanguard High Div Yield

+$1.2M

129,812 +0%

减持

— Roku Inc Cl A

-$1.1M

10,105 -8%

增持

— Raytheon Technologies Corp

+$1.1M

28,195 +86%

增持

— Paypal Holdings Inc

-$1.1M

19,260 +5%

增持

— Alphabet Inc Cap Stock Cl A

+$1.1M

4,060 +2%

清仓

— Energy Select Sector SPDR

-$1.0M

0 -100%

增持

VTV Vanguard Value ETF

+$1.0M

67,979 +3%

增持

— AbbVie Inc

+$1.0M

26,063 +12%

建仓

ADSK Autodesk Inc

+$1.0M

3,600

减持

— Costco Wholesale Corp

+$996.0K

9,979 -4%

增持

TJX TJX Cos Inc

+$986.0K

42,119 +26%

增持

WMT Wal-Mart Inc

+$985.0K

39,117 +17%

减持

SHV iShares Short Treas Bond

-$940.0K

5,600 -60%

增持

— Alphabet Inc Cap Stock Cl C

+$907.0K

3,730 +1%

减持

QCOM Qualcomm Inc

-$870.0K

3,110 -72%

建仓

AOR iShares Growth Allocat ETF

+$860.0K

15,060

增持

— Zoominfo Technologies Inc Cl A

+$852.0K

20,900 +161%

增持

AMZN Amazon.com Inc

+$842.0K

3,078 +7%

减持

— Invesco QQQ Ser 1

+$839.0K

77,694 -8%

减持

— Ark ETF Tr Innovation ETF

-$818.0K

42,745 -3%

减持

— Ark ETF Tr Genomic Rev ETF

-$813.0K

13,619 -38%

减持

— Twitter Inc

-$803.0K

8,105 -58%

减持

— Datadog Inc Cl A

+$776.0K

24,351 -3%

减持

— Vaneck ETF EM High Yld Bond

-$774.0K

51,532 -38%

建仓

— Marathon Oil Corp

+$743.0K

45,275

减持

— JPMorgan Exchange Traded Fund

-$680.0K

20,271 -40%

建仓

— iShares Intl Quality Factor

+$669.0K

17,001

清仓

— Desktop Metal Inc Cl A

-$663.0K

0 -100%

增持

HSY Hershey Co

+$658.0K

13,164 +18%

建仓

BA Boeing Co

+$633.0K

3,144

减持

— SPDR Portfolio Devlpd

-$619.0K

28,344 -38%

增持

DHR Danaher Corp

+$599.0K

9,509 +14%

减持

— Pinterest Inc Cl A

-$587.0K

5,627 -64%

清仓

— iShares Ibonds Dec2021

-$561.0K

0 -100%

减持

IWF iShares Russell 1000 Growth ET

+$529.0K

18,591 -1%

建仓

— Monday Com Ltd SHS

+$494.0K

1,600

建仓

— Accenture PLC Ireland Class A

+$468.0K

1,129

清仓

IOO IShares Global 100 ETF

-$459.0K

0 -100%

增持

CVX Chevron Corp

+$449.0K

24,303 +3%

增持

LLY Lilly Eli & Co

+$430.0K

3,864 +40%

建仓

TD Toronto Dominion Bank Ont COM

+$425.0K

5,544

建仓

— Blackstone Inc

+$414.0K

3,200

增持

— Broadcom Inc

+$404.0K

2,030 +4%

建仓

— CME Group Inc Cl A

+$388.0K

1,700

减持

— TG Therapeutics Inc

-$377.0K

14,447 -26%

建仓

— ConocoPhillips

+$357.0K

4,941

增持

— IIVI Inc

+$356.0K

35,045 +2%

增持

GBTC Grayscale Bitcoin Tr Btc

+$354.0K

71,142 +16%

减持

— Global X Funds US Infr Dev ETF

-$349.0K

12,497 -55%

增持

BMY Bristol-Myers Squibb Co

+$348.0K

12,014 +77%

建仓

BBT Berkshire Hills Bancorp Inc

+$346.0K

12,180

减持

— Invesco Exchange Traded Fund T

-$342.0K

6,071 -28%

建仓

— Blue Foundry Bancorp COM

+$337.0K

23,025

清仓

— Twilio Inc Cl A

-$319.0K

0 -100%

减持

SCHV Schwab US Large Cap Value ETF

-$312.0K

3,572 -58%

建仓

AWR American States Water Co

+$310.0K

3,000

增持

IYR iShares US Real Estate ETF

+$307.0K

12,984 +11%

减持

— Comcast Corp Cl A

-$306.0K

12,684 -25%

增持

— BlackRock Inc

+$297.0K

3,532 +1%

增持

BRK/B Berkshire Hathaway Inc Cl B

+$294.0K

6,569 +7%

增持

MCD McDonalds Corp

+$268.0K

9,474 +1%

建仓

— Starboard Inv Tr ADAPTIVE ALPH

+$266.0K

10,475

增持

SNOW Snowflake Inc

+$262.0K

4,890 +6%

减持

IAU Ishares Gold Tr Ishares New

-$258.0K

53,675 -16%

减持

— Visa Inc Cl A

-$246.0K

27,971 -1%

清仓

— ETF Managers Tr Prime Junir Sl

-$241.0K

0 -100%

增持

— Nextera Energy Inc

+$241.0K

14,681 +2%

增持

— Target Corp

+$227.0K

2,238 +76%

建仓

BHB Bar Harbor Bankshares COM

+$217.0K

7,493

清仓

— Intercontinental Exchange Inc

-$210.0K

0 -100%

减持

AMD Advanced Micro Devices Inc

-$209.0K

3,507 -49%

增持

— Palantir Technologies Inc Cl A

+$207.0K

46,925 +74%

清仓

— 3M Co

-$206.0K

0 -100%

清仓

— Alibaba Group Holding Ltd Sp A

-$205.0K

0 -100%

增持

— Vaneck ETF BDC Income

+$203.0K

107,000 +12%

建仓

LOW Lowes Cos Inc

+$201.0K

777

清仓

IWV iShares Russell 3000 ETF

-$201.0K

0 -100%

建仓

SCHG Schwab US Large Cap Growth ETF

+$200.0K

1,222

增持

NKE Nike Inc Cl B

+$197.0K

7,447 +4%

减持

— Sorrento Therapeutics Inc

-$192.0K

40,300 -19%

增持

PG Procter And Gamble Co

+$191.0K

7,827 +0%

增持

PFE Pfizer Inc

+$182.0K

8,599 +13%

增持

— ServiceNow Inc

+$181.0K

1,455 +19%

减持

EEM iShares MSCI Emerg Mkt ETF

-$179.0K

75,629 -2%

增持

— Exxon Mobil Corp

+$178.0K

9,028 +42%

减持

— Invesco Exchange-Traded Fund T

-$176.0K

19,127 -25%

增持

SAP Sap SE Sp ADR

+$175.0K

9,270 +11%

增持

BAC Bank America Corp

+$171.0K

26,507 +12%

清仓

— Flexshopper Inc

-$167.0K

0 -100%

减持

VBR Vanguard Small Cap Val ETF

+$166.0K

21,155 -1%

增持

HON Honeywell Intl Inc

+$156.0K

14,177 +7%

减持

TIP iShares TIPS Bond ETF

-$156.0K

2,312 -35%

减持

— Invesco Exchng Traded Fund Tr

-$134.0K

26,194 -18%

增持

— Carrier Global Corporation

+$128.0K

8,079 +35%

增持

— Otis Worldwide Corp

+$105.0K

4,021 +35%

减持

— Vaneck ETF Jr Gold Miners

-$96.0K

4,875 -38%

增持

— Plug Power Inc

+$91.0K

33,076 +0%

增持

— PPL Corp

+$91.0K

10,019 +33%

增持

— Oracle Corp

+$88.0K

3,920 +34%

增持

FBND Fidelity Total Bond ETF

+$87.0K

54,964 +3%

减持

— Tesla Inc

+$87.0K

313 -1%

减持

C Citigroup Inc

-$85.0K

5,779 -7%

减持

— Facebook Inc Cl A

-$85.0K

4,465 -4%

增持

IBB iShares NASDAQ Biotech

-$68.0K

26,325 +4%

增持

— Aberdeen Std Gold ETF Tr Physc

+$61.0K

22,850 +13%

减持

— Vanguard Health Care ETF

+$57.0K

9,347 -5%

增持

— Pioneer Natural Resources Co

+$55.0K

1,483 +15%

增持

— AT&T Inc

+$54.0K

16,554 +27%

增持

AMAT Applied Materials Inc

+$50.0K

1,714 +0%

增持

USB US Bancorp Del

-$49.0K

18,395 +1%

减持

— SPDR Portfolio Tl Stock

+$48.0K

10,804 -2%

增持

AFL Aflac Inc

+$45.0K

5,600 +4%

增持

— iShares Min Vol USA ETF

+$43.0K

5,840 +0%

增持

— SPDR Gold Trust Gold

+$43.0K

5,609 +1%

减持

— iShares USA Quality Fctr

+$43.0K

30,685 -9%

增持

— Constellation Brands Inc Cl A

+$40.0K

984 +0%

减持

SBUX Starbucks Corp

+$38.0K

8,428 -2%

减持

ECL Ecolab Inc

+$38.0K

1,600 -1%

增持

— Adobe Inc

+$30.0K

2,782 +3%

增持

— Verizon Communications Inc

+$27.0K

9,378 +10%

减持

JNJ Johnson & Johnson

+$26.0K

8,601 -4%

减持

AMGN Amgen Inc

+$24.0K

2,841 -2%

增持

INTC Intel Corp

+$21.0K

6,233 +11%

增持

URI United Rentals Inc

+$17.0K

2,636 +8%

减持

— SPDR Portfolio Agrgte

-$16.0K

57,996 -0%

减持

— Merck & Co Inc

+$16.0K

21,491 -1%

减持

— MasterCard Incorporated Cl A

+$14.0K

2,950 -2%

增持

— JPMorgan Chase & Co

-$12.0K

23,755 +3%

增持

DIS Disney Walt Co Disney

+$11.0K

34,557 +9%