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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 21
增持 76
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
—
First Trust Global Tactical Co
+$7.0M
285,515
增持
—
JPMorgan Equity Premium Income
+$5.2M
166,005
+123%
增持
—
SPDR S&P 500 ETF Tr
+$3.2M
120,890
+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。
建仓
—
First Trust Exchng Traded Fund
+$3.1M
100,138
增持
MSFT
Microsoft Corp
+$2.7M
30,350
+54%
清仓
—
Crowdstrike Holdings Inc Cl A
-$2.2M
0
-100%
增持
PEP
PepsiCo Inc
+$1.9M
74,996
+5%
减持
AMZN
Amazon.com Inc
-$1.8M
44,728
-9%
清仓
—
Datadog Inc Cl A
-$1.7M
0
-100%
清仓
OXY
Occidental Petroleum Corp
-$1.7M
0
-100%
增持
—
ProShares Short S&P 500 Ne
+$1.6M
611,682
+28%
减持
—
Tesla Inc
-$1.5M
1,695
-73%
减持
RODM
Lattice Strategies Tr Hartford
-$1.4M
32,206
-69%
减持
HSY
Hershey Co
-$1.2M
7,316
-45%
减持
VYM
Vanguard High Div Yield
+$1.1M
136,817
-6%
增持
—
Merck & Co Inc
+$1.1M
37,682
+4%
减持
VTV
Vanguard Value ETF
-$1.0M
102,905
-18%
减持
—
Alphabet Inc Cap Stock Cl A
-$964.4K
91,246
-3%
增持
IWD
iShares Russell 1000 Val ETF
+$955.2K
31,442
+12%
增持
—
AbbVie Inc
+$942.8K
24,787
+9%
增持
—
BlackRock Inc
+$931.6K
5,146
+4%
减持
CVX
Chevron Corp
+$923.3K
25,819
-0%
减持
TJX
TJX Cos Inc
+$796.5K
48,021
-1%
增持
—
Visa Inc Cl A
+$786.0K
24,711
+1%
增持
TMO
Thermo Fisher Scientific Inc
+$782.0K
3,877
+45%
增持
—
iShares USA Quality Fctr
+$734.8K
61,546
+2%
建仓
SHEL
Shell Plc SPON ADS
+$725.0K
12,730
增持
—
SPDR S&P Dividend ETF
+$723.9K
16,705
+36%
增持
CAT
Caterpillar Inc
+$677.5K
6,986
+15%
清仓
AOR
iShares Growth Allocat ETF
-$660.0K
0
-100%
增持
ZBRA
Zebra Technologies Corp Cl A
+$625.5K
4,366
+132%
减持
—
M & T Bank Corp
-$568.1K
15,110
-3%
减持
HD
Home Depot Inc
-$561.2K
10,327
-25%
减持
—
JPMorgan Exchange Traded Fund
-$558.8K
9,000
-55%
清仓
—
iShares Ibonds Dec2022
-$557.0K
0
-100%
增持
ABT
Abbott Laboratories
+$548.0K
14,145
+36%
增持
URI
United Rentals Inc
+$523.4K
4,469
+13%
减持
—
Alphabet Inc Cap Stock Cl C
-$513.0K
65,975
-0%
增持
NOC
Northrop Grumman Corp
+$492.2K
3,369
+18%
增持
—
Nextera Energy Inc
+$491.4K
18,055
+39%
增持
APD
Air Prods & Chems Inc
+$485.3K
5,068
+10%
减持
—
Paypal Holdings Inc
-$476.9K
9,970
-28%
增持
PG
Procter And Gamble Co
+$462.4K
12,711
+10%
增持
—
Goldman Sachs Group Inc
+$453.3K
4,742
+18%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$450.1K
6,504
+11%
减持
DHR
Danaher Corp
-$435.6K
7,782
-20%
增持
IJH
iShares Core S&P Mcp ETF
+$419.1K
4,978
+39%
清仓
IGIB
iShares Interm Term Tr Crp ETF
-$412.0K
0
-100%
增持
EFA
iShares MSCI EAFE ETF
+$411.2K
16,777
+36%
增持
LULU
Lululemon Athletica Inc
+$403.9K
5,312
+14%
增持
VXF
Vanguard Index Funds EXTEND MK
+$396.5K
12,641
+25%
增持
ADP
Automatic Data Processing Inc
+$395.5K
8,036
+19%
增持
AMGN
Amgen Inc
+$387.2K
7,631
+6%
增持
MCD
McDonalds Corp
+$379.0K
6,493
+12%
清仓
GBTC
Grayscale Bitcoin Tr Btc
-$372.0K
0
-100%
增持
—
UnitedHealth Group Inc
+$365.9K
11,411
+1%
增持
—
NVIDIA Corp
+$361.4K
10,718
+8%
增持
—
iShares Intl Quality Factor
+$344.0K
44,366
+13%
减持
BMY
Bristol-Myers Squibb Co
-$340.7K
7,134
-41%
建仓
—
Marathon Petroleum Corp
+$338.7K
2,910
增持
IWF
iShares Russell 1000 Growth ET
+$326.3K
53,091
+1%
减持
—
Ares Capital Corp
+$309.6K
218,768
-1%
增持
—
Skyx Platforms Corp Com
-$306.3K
336,384
+8%
减持
—
JPMorgan Chase & Co
+$300.6K
11,668
-4%
建仓
—
Sea Ltd Sponsord ADS
+$299.9K
5,764
增持
—
Adobe Inc
+$285.8K
3,907
+4%
建仓
BRO
Brown & Brown Inc
+$284.9K
5,000
清仓
PANW
Palo Alto Networks Inc
-$278.0K
0
-100%
增持
—
Costco Wholesale Corp
+$276.9K
11,901
+9%
建仓
DOW
Dow Inc
+$271.6K
5,390
减持
WMT
Wal-Mart Inc
+$270.9K
23,689
-1%
增持
LMT
Lockheed Martin Corp
+$260.1K
1,548
+21%
建仓
PM
Philip Morris Intl Inc
+$258.8K
2,557
增持
—
ConocoPhillips
+$254.5K
8,453
+16%
减持
—
Raytheon Technologies Corp
+$253.7K
16,604
-4%
建仓
—
Linde PLC
+$253.4K
777
建仓
TIP
iShares TIPS Bond ETF
+$251.2K
2,360
建仓
—
Walgreens Boots Alliance Inc
+$250.2K
6,698
增持
—
Plug Power Inc
-$248.2K
29,326
+1%
建仓
CVS
CVS Health Corp
+$245.8K
2,638
增持
ITW
Illinois Tool Works Inc
+$243.8K
2,087
+75%
增持
PFE
Pfizer Inc
+$241.3K
14,565
+26%
建仓
BHB
Bar Harbor Bankshares COM
+$240.1K
7,493
增持
GILD
Gilead Sciences Inc
+$237.3K
8,588
+6%
建仓
DVY
iShares Select Div ETF
+$234.6K
1,945
清仓
—
Starboard Inv Tr ADAPTIVE ALPH
-$223.0K
0
-100%
增持
—
MasterCard Incorporated Cl A
+$220.0K
3,290
+1%
建仓
LOW
Lowes Cos Inc
+$219.9K
1,104
建仓
INTC
Intel Corp
+$215.7K
8,162
建仓
PSX
Phillips 66
+$215.4K
2,070
建仓
KO
Coca-Cola Co
+$213.7K
3,360
建仓
VTEB
Vanguard Muni Bond Funds TAX E
+$213.1K
4,306
建仓
—
Constellation Brands Inc Cl A
+$211.5K
913
建仓
CINF
Cincinnati Financial Corp
+$204.8K
2,000
减持
VBR
Vanguard Small Cap Val ETF
+$204.7K
16,950
-2%
增持
BA
Boeing Co
+$202.1K
2,794
+2%
增持
TLT
iShares 20 Yr Tr Bond ETF
+$199.9K
17,436
+16%
减持
—
Renaissancere Holdings Ltd COM
-$193.5K
2,000
-50%
减持
FBND
Fidelity Total Bond ETF
-$188.5K
33,062
-12%
增持
—
Vanguard Health Care ETF
+$183.8K
7,502
+0%
增持
—
Travelers Companies Inc
+$181.0K
2,720
+27%
增持
BND
Vanguard Total Bond Mkt
+$179.2K
25,712
+10%
减持
—
Marathon Oil Corp
+$176.6K
41,875
-1%
增持
UNP
Union Pacific Corp
+$175.7K
5,982
+10%
增持
RMD
ResMed Inc
+$174.1K
6,535
+20%
增持
QCOM
Qualcomm Inc
+$173.8K
4,118
+67%
增持
IWR
iShares Rus Mid Cap ETF
+$159.6K
10,224
+20%
减持
IYR
iShares US Real Estate ETF
-$157.6K
8,498
-21%
增持
—
Comcast Corp Cl A
+$157.4K
12,881
+29%
减持
SAP
Sap SE Sp ADR
+$143.0K
7,636
-4%
增持
—
Invesco Exchange Traded Fund T
+$141.0K
32,932
+0%
增持
LLY
Lilly Eli & Co
+$140.2K
2,704
+3%
增持
—
Verizon Communications Inc
+$137.4K
14,883
+26%
减持
IGSB
iShares Sh Tr Crport ETF
-$135.7K
5,385
-34%
增持
—
Cisco Systems Inc
+$133.9K
8,122
+29%
增持
IJR
iShares S&P Smallcap ETF
+$133.1K
6,098
+20%
增持
TXN
Texas Instruments Inc
+$126.5K
3,253
+22%
增持
—
Zoetis Inc Cl A
+$126.0K
21,692
+5%
减持
—
SPDR Portfolio Agrgte
-$124.9K
31,958
-14%
增持
VOO
Vanguard S&P 500 ETF
+$123.8K
1,565
+21%
减持
IAU
Ishares Gold Tr Ishares New
+$123.4K
41,063
-0%
增持
—
Waste Management Inc
+$117.3K
2,908
+37%
增持
AGG
iShares Core US Aggbd Et
+$107.2K
15,962
+7%
减持
—
Invesco Exchange-Traded Fund T
-$105.0K
12,104
-30%
增持
—
Chubb Limited
+$104.3K
2,082
+7%
减持
VWO
Vanguard FTSE Emerg Mkt ETF
+$103.6K
41,961
-0%
增持
—
Oracle Corp
+$98.5K
4,570
+1%
减持
—
Broadcom Inc
+$97.0K
973
-3%
减持
—
Ark ETF Tr Innovation ETF
-$96.4K
7,798
-13%
增持
AAPL
Apple Inc.
-$95.9K
185,693
+6%
增持
IBM
International Business Machs C
+$95.8K
2,575
+14%
减持
—
Medtronic PLC
-$93.6K
5,692
-14%
减持
IVOL
Quadratic Int Rate Vol & Infl
-$92.9K
13,405
-25%
增持
—
Technology Select Sector SPDR
+$86.1K
2,541
+31%
减持
—
Invesco QQQ Ser 1
-$85.3K
78,251
-0%
减持
SBUX
Starbucks Corp
+$84.6K
6,840
-3%
增持
BAC
Bank America Corp
+$81.8K
22,247
+3%
增持
DIS
Disney Walt Co Disney
-$77.2K
29,164
+5%
减持
—
Palantir Technologies Inc Cl A
-$71.0K
40,336
-0%
增持
KMB
Kimberly Clark Corp
+$67.5K
2,302
+6%
增持
—
Select Sector SPDR Financial
+$66.7K
8,706
+14%
增持
CNA
Cna Financial Corp COM
+$63.0K
8,231
+6%
减持
—
Invesco Exchng Traded Fund Tr
-$50.2K
18,313
-14%
增持
GIS
General Mills Inc
+$50.0K
4,794
+4%
减持
—
Otis Worldwide Corp
+$46.1K
3,589
-3%
减持
—
Sorrento Therapeutics Inc
-$44.0K
21,433
-47%
减持
—
iShares GNMA Bond ETF
-$42.3K
7,832
-12%
增持
ED
Consolidated Edison Inc
+$36.3K
2,563
+6%
减持
—
Carrier Global Corporation
+$36.2K
7,228
-2%
减持
—
SPDR Gold Trust Gold
+$33.9K
5,364
-5%
