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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 150 项建仓 24增持 43减持 64清仓 19

方向

标的

Δ市值

现股数(环比)

增持

VTV Vanguard Value ETF

+$5.5M

104,840 +54%

减持

IVOL Quadratic Int Rate Vol & Infl

-$4.3M

26,682 -86%

增持

— Alphabet Inc Cap Stock Cl C

+$3.7M

5,191 +39%

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

— Ark ETF Tr Innovation ETF

-$3.4M

9,710 -77%

增持

IWF iShares Russell 1000 Growth ET

+$3.1M

31,630 +70%

减持

— SPDR S&P 500 ETF Tr

-$3.0M

120,351 -0%

清仓

SQ Block Inc

-$2.9M

0 -100%

增持

— Invesco QQQ Ser 1

-$2.7M

77,905 +0%

增持

JNJ Johnson & Johnson

+$2.6M

22,743 +164%

清仓

— Roku Inc Cl A

-$2.3M

0 -100%

减持

— Crowdstrike Holdings Inc Cl A

-$2.3M

10,278 -54%

减持

AAPL Apple Inc.

-$1.9M

185,127 -4%

减持

— Paypal Holdings Inc

-$1.8M

15,584 -19%

建仓

RVTY PerkinElmer Inc

+$1.8M

10,470

减持

— SPDR S&P Biotech ETF

-$1.7M

3,386 -81%

清仓

SNOW Snowflake Inc

-$1.7M

0 -100%

增持

VYM Vanguard High Div Yield

+$1.6M

143,727 +11%

清仓

— Zoominfo Technologies Inc Cl A

-$1.3M

0 -100%

减持

DIS Disney Walt Co Disney

-$1.3M

29,842 -14%

减持

ABT Abbott Laboratories

-$1.1M

19,649 -20%

增持

— Zoetis Inc Cl A

-$1.1M

20,319 +1%

增持

— iShares USA Quality Fctr

+$1.1M

41,114 +34%

建仓

VWAGY Volkswagen AG Unsponsred ADR

+$1.1M

43,200

减持

RODM Lattice Strategies Tr Hartford

-$1.0M

237,587 -10%

减持

CVX Chevron Corp

+$1.0M

23,804 -2%

清仓

ADSK Autodesk Inc

-$1.0M

0 -100%

减持

— Facebook Inc Cl A

-$989.0K

2,308 -48%

清仓

SBUX Starbucks Corp

-$986.0K

0 -100%

增持

— Merck & Co Inc

+$985.0K

32,073 +49%

增持

AMGN Amgen Inc

+$967.0K

6,642 +134%

建仓

TMO Thermo Fisher Scientific Inc

+$941.0K

1,594

建仓

NOC Northrop Grumman Corp

+$874.0K

1,954

减持

— Datadog Inc Cl A

-$871.0K

22,880 -6%

建仓

CAT Caterpillar Inc

+$865.0K

3,882

建仓

UNP Union Pacific Corp

+$857.0K

3,135

建仓

APD Air Prods & Chems Inc

+$818.0K

3,273

减持

— NVIDIA Corp

-$810.0K

6,916 -25%

减持

— JPMorgan Chase & Co

-$793.0K

21,782 -8%

减持

— Broadcom Inc

-$786.0K

897 -56%

减持

NKE Nike Inc Cl B

-$784.0K

3,396 -54%

增持

IWD iShares Russell 1000 Val ETF

+$771.0K

20,275 +31%

建仓

— Goldman Sachs Group Inc

+$763.0K

2,310

减持

— ServiceNow Inc

-$732.0K

380 -74%

清仓

— Booking Holdings Inc

-$720.0K

0 -100%

减持

IBB iShares NASDAQ Biotech

-$680.0K

25,615 -3%

增持

HD Home Depot Inc

-$657.0K

13,407 +19%

减持

HON Honeywell Intl Inc

-$646.0K

11,872 -16%

增持

— Marathon Oil Corp

+$645.0K

55,275 +22%

清仓

SHV iShares Short Treas Bond

-$618.0K

0 -100%

建仓

— JPMorgan Equity Premium Income

+$587.0K

9,558

增持

PFE Pfizer Inc

+$583.0K

21,082 +145%

增持

MSFT Microsoft Corp

-$563.0K

24,784 +2%

增持

LULU Lululemon Athletica Inc

+$561.0K

3,201 +106%

建仓

IJK iShares S&P Mc 400Gr ETF

+$526.0K

6,813

清仓

AMD Advanced Micro Devices Inc

-$505.0K

0 -100%

清仓

— Monday Com Ltd SHS

-$494.0K

0 -100%

增持

BAC Bank America Corp

+$477.0K

40,185 +52%

减持

— SPDR Portfolio Emg MK

-$462.0K

22,515 -30%

减持

DHR Danaher Corp

-$436.0K

9,181 -3%

减持

USB US Bancorp Del

-$412.0K

11,688 -36%

建仓

— iShares GNMA Bond ETF

+$408.0K

8,555

减持

BRK/B Berkshire Hathaway Inc Cl B

-$406.0K

4,416 -33%

增持

PEP PepsiCo Inc

+$403.0K

68,126 +8%

减持

— Nextera Energy Inc

-$386.0K

11,627 -21%

建仓

— 3M Co

+$358.0K

2,403

建仓

— MercadoLibre Inc

+$357.0K

300

减持

LLY Lilly Eli & Co

-$357.0K

2,479 -36%

增持

— Exxon Mobil Corp

+$356.0K

10,993 +22%

清仓

— Twitter Inc

-$350.0K

0 -100%

增持

AMZN Amazon.com Inc

+$348.0K

3,255 +6%

减持

— Ark ETF Tr Genomic Rev ETF

-$337.0K

10,812 -21%

建仓

WBS Webster Financial Corp CT

+$330.0K

5,884

减持

— Cloudflare Inc Cl A

-$326.0K

2,000 -53%

减持

SAP Sap SE Sp ADR

-$326.0K

8,770 -5%

减持

— UnitedHealth Group Inc

-$324.0K

10,919 -7%

减持

— SPDR Portfolio Agrgte

-$315.0K

50,502 -13%

减持

— SPDR Bloomberg

-$304.0K

5,219 -39%

减持

— Invesco Exchange Traded Fund T

-$304.0K

5,310 -13%

减持

FBND Fidelity Total Bond ETF

-$303.0K

52,468 -5%

增持

TJX TJX Cos Inc

-$299.0K

47,854 +14%

清仓

TIP iShares TIPS Bond ETF

-$299.0K

0 -100%

建仓

— Chubb Limited

+$292.0K

1,366

增持

— Adobe Inc

-$282.0K

2,844 +2%

清仓

— TG Therapeutics Inc

-$274.0K

0 -100%

清仓

AMAT Applied Materials Inc

-$270.0K

0 -100%

建仓

IGSB iShares Sh Tr Crport ETF

+$267.0K

5,153

清仓

— Salesforce.com Inc

-$266.0K

0 -100%

建仓

BND Vanguard Total Bond Mkt

+$265.0K

3,336

建仓

BDX Becton Dickinson & Co

+$262.0K

984

建仓

TXN Texas Instruments Inc

+$259.0K

1,409

建仓

VXF Vanguard Index Funds EXTEND MK

+$255.0K

1,540

减持

— Invesco Exchange Traded Fund T

-$247.0K

35,263 -7%

减持

— Palantir Technologies Inc Cl A

-$245.0K

44,436 -5%

清仓

— Coinbase Global Inc Cl A

-$241.0K

0 -100%

减持

— Vaneck ETF EM High Yld Bond

-$240.0K

45,380 -12%

减持

VBR Vanguard Small Cap Val ETF

-$238.0K

20,152 -5%

增持

— ConocoPhillips

+$230.0K

5,866 +19%

减持

— Comcast Corp Cl A

-$226.0K

8,803 -31%

建仓

— Travelers Companies Inc

+$219.0K

1,201

建仓

EFA iShares MSCI EAFE ETF

+$216.0K

2,929

建仓

GILD Gilead Sciences Inc

+$215.0K

3,610

增持

WMT Wal-Mart Inc

+$213.0K

39,438 +1%

减持

— Raytheon Technologies Corp

-$209.0K

22,378 -21%

建仓

LMT Lockheed Martin Corp

+$208.0K

472

清仓

— Pinterest Inc Cl A

-$205.0K

0 -100%

清仓

LOW Lowes Cos Inc

-$201.0K

0 -100%

清仓

SCHG Schwab US Large Cap Growth ETF

-$200.0K

0 -100%

增持

— Visa Inc Cl A

+$199.0K

28,232 +1%

增持

— CME Group Inc Cl A

+$198.0K

2,462 +45%

增持

— Alphabet Inc Cap Stock Cl A

+$184.0K

4,295 +6%

增持

PG Procter And Gamble Co

+$170.0K

9,488 +21%

增持

URI United Rentals Inc

+$170.0K

2,946 +12%

减持

— Vanguard Health Care ETF

-$163.0K

9,148 -2%

减持

KEY KeyCorp

-$162.0K

140,008 -2%

增持

— Starwood Property Trust Inc

+$157.0K

46,550 +17%

增持

— AT&T Inc

+$149.0K

23,516 +42%

减持

QCOM Qualcomm Inc

-$145.0K

2,776 -11%

增持

— Eastern Bankshares Inc COM

+$138.0K

78,436 +2%

增持

EEM iShares MSCI Emerg Mkt ETF

-$131.0K

78,920 +4%

增持

— Target Corp

+$130.0K

3,055 +37%

增持

VWO Vanguard FTSE Emerg Mkt ETF

-$129.0K

42,085 +1%

减持

BMY Bristol-Myers Squibb Co

+$126.0K

11,987 -0%

增持

— Costco Wholesale Corp

+$120.0K

10,047 +1%

减持

— Invesco Exchng Traded Fund Tr

-$117.0K

25,443 -3%

减持

— Peoples United Financial Inc

+$116.0K

208,574 -8%

减持

— Ares Capital Corp

-$104.0K

230,036 -1%

减持

IYR iShares US Real Estate ETF

-$104.0K

12,975 -0%

减持

— Plug Power Inc

-$102.0K

29,076 -12%

减持

— SPDR Portfolio Devlpd

-$102.0K

27,180 -4%

减持

— Pioneer Natural Resources Co

+$98.0K

1,470 -1%

减持

C Citigroup Inc

-$94.0K

4,777 -17%

增持

— Verizon Communications Inc

+$94.0K

11,404 +22%

减持

IAU Ishares Gold Tr Ishares New

+$90.0K

53,152 -1%

减持

— Accenture PLC Ireland Class A

-$88.0K

1,127 -0%

减持

— Carrier Global Corporation

-$84.0K

7,717 -4%

减持

— Cisco Systems Inc

-$84.0K

5,184 -12%

增持

ECL Ecolab Inc

-$82.0K

1,660 +4%

增持

— Spdr NYSE TECH ETF

-$80.0K

22,370 +16%

减持

— Global X Funds US Infr Dev ETF

-$78.0K

9,957 -20%

增持

MCD McDonalds Corp

-$67.0K

10,002 +6%

减持

DE Deere & Co

+$63.0K

892 -1%

增持

— Medtronic PLC

+$62.0K

6,122 +3%

减持

— iShares Min Vol USA ETF

-$54.0K

5,393 -8%

减持

— SPDR Portfolio Tl Stock

-$54.0K

10,389 -4%

减持

— Blue Foundry Bancorp COM

-$51.0K

21,125 -8%

减持

INTC Intel Corp

-$48.0K

5,515 -12%

减持

SCHV Schwab US Large Cap Value ETF

-$47.0K

3,012 -16%

增持

— BlackRock Inc

+$45.0K

4,291 +21%

增持

AOR iShares Growth Allocat ETF

+$40.0K

16,687 +11%

减持

— Constellation Brands Inc Cl A

-$37.0K

910 -8%