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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 9
增持 88
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
ProShares Short S&P 500 Ne
+$8.2M
476,120
增持
—
Alphabet Inc Cap Stock Cl C
-$5.2M
66,222
+1156%
减持
—
SPDR S&P 500 ETF Tr
-$2.6M
120,395
-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
-$2.5M
103,139
-46%
清仓
HON
Honeywell Intl Inc
-$2.0M
0
-100%
增持
—
Alphabet Inc Cap Stock Cl A
-$1.9M
94,250
+1782%
清仓
—
IIVI Inc
-$1.8M
0
-100%
建仓
OXY
Occidental Petroleum Corp
+$1.7M
28,310
减持
VTV
Vanguard Value ETF
-$1.6M
125,373
-3%
减持
VYM
Vanguard High Div Yield
-$1.3M
144,825
-2%
建仓
—
Coherent Corp COM
+$1.2M
34,611
建仓
RMD
ResMed Inc
+$1.2M
5,434
减持
PFE
Pfizer Inc
-$1.1M
11,544
-61%
减持
—
Datadog Inc Cl A
-$1.0M
19,690
-32%
增持
—
Invesco QQQ Ser 1
-$1.0M
78,285
+0%
减持
ABT
Abbott Laboratories
-$946.0K
10,389
-42%
减持
AAPL
Apple Inc.
-$853.0K
175,275
-4%
增持
BND
Vanguard Total Bond Mkt
+$787.0K
23,387
+100%
增持
TLT
iShares 20 Yr Tr Bond ETF
+$774.0K
14,997
+126%
减持
—
JPMorgan Chase & Co
-$729.0K
12,097
-32%
减持
—
Zoetis Inc Cl A
-$710.0K
20,590
-6%
增持
—
SPDR S&P Dividend ETF
+$707.0K
12,250
+121%
减持
MCD
McDonalds Corp
-$644.0K
5,775
-28%
增持
—
Skyx Platforms Corp Com
+$535.0K
312,829
+1%
增持
—
Crowdstrike Holdings Inc Cl A
+$533.0K
13,582
+34%
减持
—
M & T Bank Corp
-$525.0K
15,655
-24%
减持
—
Vanguard Health Care ETF
-$478.0K
7,499
-18%
减持
—
AbbVie Inc
-$466.0K
22,820
-1%
增持
—
iShares Intl Quality Factor
+$448.0K
39,339
+89%
清仓
INTC
Intel Corp
-$442.0K
0
-100%
减持
FBND
Fidelity Total Bond ETF
-$433.0K
37,736
-17%
增持
—
Tesla Inc
+$421.0K
6,321
+239%
建仓
TXN
Texas Instruments Inc
+$411.0K
2,656
减持
IAU
Ishares Gold Tr Ishares New
-$405.0K
41,121
-17%
增持
EEM
iShares MSCI Emerg Mkt ETF
-$395.0K
85,977
+2%
减持
—
SPDR Portfolio Devlpd
-$375.0K
13,728
-46%
减持
—
Raytheon Technologies Corp
-$353.0K
17,374
-6%
建仓
—
Waste Management Inc
+$339.0K
2,116
减持
—
Ares Capital Corp
-$337.0K
221,003
-3%
增持
HD
Home Depot Inc
+$325.0K
13,854
+9%
增持
—
Visa Inc Cl A
-$320.0K
24,474
+3%
增持
VXF
Vanguard Index Funds EXTEND MK
+$312.0K
10,096
+36%
减持
AMZN
Amazon.com Inc
-$304.0K
49,136
-11%
减持
—
Verizon Communications Inc
-$297.0K
11,834
-19%
减持
IYR
iShares US Real Estate ETF
-$282.0K
10,727
-15%
减持
—
SPDR Portfolio Agrgte
-$273.0K
37,190
-18%
增持
WMT
Wal-Mart Inc
+$271.0K
23,810
+3%
建仓
MS
Morgan Stanley
+$270.0K
3,423
增持
AGG
iShares Core US Aggbd Et
+$266.0K
14,960
+29%
减持
KEY
KeyCorp
-$265.0K
130,521
-5%
增持
BAC
Bank America Corp
+$257.0K
21,690
+69%
清仓
WBS
Webster Financial Corp CT
-$256.0K
0
-100%
增持
—
iShares USA Quality Fctr
+$254.0K
60,411
+12%
建仓
—
Cisco Systems Inc
+$253.0K
6,315
减持
—
SPDR Portfolio Emg MK
-$250.0K
17,120
-24%
增持
—
Renaissancere Holdings Ltd COM
+$249.0K
4,000
+100%
清仓
CINF
Cincinnati Financial Corp
-$238.0K
0
-100%
增持
PEP
PepsiCo Inc
-$227.0K
71,486
+0%
增持
—
Paypal Holdings Inc
+$226.0K
13,796
+0%
增持
—
Adobe Inc
-$224.0K
3,740
+9%
建仓
—
Alnylam Pharmaceuticals Inc CO
+$220.0K
1,100
增持
VWO
Vanguard FTSE Emerg Mkt ETF
-$216.0K
41,986
+0%
清仓
DOW
Dow Inc
-$208.0K
0
-100%
清仓
—
Walgreens Boots Alliance Inc
-$203.0K
0
-100%
清仓
PM
Philip Morris Intl Inc
-$202.0K
0
-100%
增持
PG
Procter And Gamble Co
-$201.0K
11,599
+0%
增持
LULU
Lululemon Athletica Inc
+$183.0K
4,642
+13%
增持
—
BlackRock Inc
-$176.0K
4,933
+4%
增持
—
Goldman Sachs Group Inc
+$170.0K
4,009
+18%
增持
—
AT&T Inc
-$168.0K
32,559
+2%
增持
—
Merck & Co Inc
-$155.0K
36,250
+1%
增持
MSFT
Microsoft Corp
-$152.0K
19,697
+7%
减持
SAP
Sap SE Sp ADR
-$151.0K
7,936
-10%
减持
VBR
Vanguard Small Cap Val ETF
-$147.0K
17,346
-1%
减持
—
Invesco Exchange Traded Fund T
-$145.0K
32,914
-5%
减持
TJX
TJX Cos Inc
+$143.0K
48,713
-6%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$141.0K
5,840
+12%
增持
EFA
iShares MSCI EAFE ETF
+$139.0K
12,312
+40%
增持
JNJ
Johnson & Johnson
-$131.0K
25,308
+5%
增持
URI
United Rentals Inc
+$130.0K
3,941
+2%
增持
—
Starwood Property Trust Inc
-$128.0K
51,605
+1%
增持
SBUX
Starbucks Corp
+$127.0K
7,045
+15%
增持
—
JPMorgan Equity Premium Income
+$123.0K
74,527
+12%
增持
LMT
Lockheed Martin Corp
+$122.0K
1,277
+48%
减持
NOC
Northrop Grumman Corp
-$121.0K
2,862
-7%
增持
—
NVIDIA Corp
-$120.0K
9,927
+14%
增持
ADP
Automatic Data Processing Inc
+$120.0K
6,737
+1%
增持
GILD
Gilead Sciences Inc
+$113.0K
8,108
+30%
减持
—
Invesco Exchng Traded Fund Tr
-$107.0K
21,391
-2%
增持
—
Costco Wholesale Corp
+$99.0K
10,917
+3%
增持
—
Target Corp
+$93.0K
4,129
+12%
增持
—
CME Group Inc Cl A
-$89.0K
3,398
+1%
增持
IWD
iShares Russell 1000 Val ETF
-$87.0K
28,039
+4%
减持
—
ConocoPhillips
+$83.0K
7,258
-1%
增持
IWR
iShares Rus Mid Cap ETF
+$81.0K
8,524
+23%
减持
AOR
iShares Growth Allocat ETF
-$81.0K
14,733
-5%
增持
IJR
iShares S&P Smallcap ETF
+$80.0K
5,096
+29%
增持
—
Exxon Mobil Corp
+$77.0K
9,748
+8%
增持
CVX
Chevron Corp
+$73.0K
25,832
+3%
增持
BMY
Bristol-Myers Squibb Co
-$71.0K
12,009
+0%
减持
—
Spdr NYSE TECH ETF
-$70.0K
2,954
-12%
增持
—
MasterCard Incorporated Cl A
-$67.0K
3,250
+4%
增持
LLY
Lilly Eli & Co
+$66.0K
2,627
+9%
减持
—
Marathon Oil Corp
-$63.0K
42,375
-7%
增持
—
Nextera Energy Inc
+$62.0K
12,984
+5%
增持
CAT
Caterpillar Inc
-$61.0K
6,069
+3%
增持
—
Comcast Corp Cl A
-$59.0K
9,995
+12%
增持
TMO
Thermo Fisher Scientific Inc
+$57.0K
2,668
+12%
减持
IJH
iShares Core S&P Mcp ETF
-$56.0K
3,578
-4%
减持
—
iShares GNMA Bond ETF
-$51.0K
8,899
-7%
清仓
—
Aldeyra Therapeutics Inc
-$48.0K
0
-100%
增持
DHR
Danaher Corp
+$47.0K
9,682
+0%
增持
—
Enbridge Inc
+$46.0K
8,129
+34%
减持
—
Vaneck ETF Gold Miners
-$46.0K
9,473
-5%
增持
USB
US Bancorp Del
-$45.0K
10,196
+3%
增持
NKE
Nike Inc Cl B
-$45.0K
2,648
+2%
增持
DIS
Disney Walt Co Disney
+$44.0K
27,675
+2%
增持
UNP
Union Pacific Corp
+$43.0K
5,456
+14%
增持
—
Medtronic PLC
-$42.0K
6,642
+3%
增持
—
Broadcom Inc
-$40.0K
1,007
+0%
增持
CNA
Cna Financial Corp COM
-$37.0K
7,737
+8%
增持
—
ProShares S&P 500 Dv Arist
-$36.0K
6,633
+0%
增持
ECL
Ecolab Inc
+$36.0K
2,240
+20%
增持
KMB
Kimberly Clark Corp
-$32.0K
2,179
+6%
增持
—
UnitedHealth Group Inc
+$31.0K
11,255
+2%
增持
GIS
General Mills Inc
+$28.0K
4,599
+7%
增持
—
Oracle Corp
-$27.0K
4,508
+4%
增持
BDX
Becton Dickinson & Co
-$27.0K
1,738
+3%
减持
—
Blue Foundry Bancorp COM
-$25.0K
20,225
-3%
增持
IBM
International Business Machs C
-$25.0K
2,251
+9%
增持
WSO
Watsco Inc
+$25.0K
937
+4%
增持
—
Travelers Companies Inc
-$24.0K
2,148
+3%
减持
—
Invesco Exchange Traded Fund T
-$23.0K
3,802
-2%
减持
IBB
iShares NASDAQ Biotech
-$23.0K
25,565
-0%
增持
VOO
Vanguard S&P 500 ETF
-$23.0K
1,298
+0%
增持
IWF
iShares Russell 1000 Growth ET
+$22.0K
52,510
+4%
增持
—
iShares Min Vol USA ETF
-$22.0K
5,402
+0%
减持
—
Ark ETF Tr Innovation ETF
-$22.0K
9,001
-1%
增持
AMGN
Amgen Inc
+$19.0K
7,172
+9%
增持
—
SPDR Portfolio Tl Stock
-$17.0K
9,676
+1%
增持
ZBRA
Zebra Technologies Corp Cl A
-$17.0K
1,885
+8%
增持
IVV
IShares Core S&P 500 ETF
-$15.0K
1,748
+3%
减持
—
Starboard Inv Tr ADAPTIVE ALPH
-$14.0K
11,615
-1%
增持
NSRGY
Nestle S A
-$13.0K
3,222
+4%
增持
—
Chubb Limited
-$13.0K
1,950
+4%
增持
TD
Toronto Dominion Bank Ont COM
-$12.0K
5,744
+4%
增持
ED
Consolidated Edison Inc
-$12.0K
2,420
+5%
增持
—
Facebook Inc Cl A
-$12.0K
2,047
+14%
增持
BA
Boeing Co
-$11.0K
2,729
+9%
减持
BBT
Berkshire Hills Bancorp Inc
+$8.0K
11,370
-7%
