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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 23
增持 83
减持 32
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
ProShares Short S&P 500 Ne
-$9.8M
0
-100%
增持
—
JPMorgan Equity Premium Income
+$9.2M
334,637
+102%
增持
AAPL
Apple Inc.
+$7.4M
190,977
+3%
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 Exch Traded Fund I
+$3.8M
80,818
增持
IWF
iShares Russell 1000 Growth ET
+$3.3M
59,874
+13%
减持
—
SPDR S&P 500 ETF Tr
+$3.2M
120,833
-0%
建仓
—
MercadoLibre Inc
+$2.9M
2,191
减持
VTV
Vanguard Value ETF
-$2.8M
83,959
-18%
增持
MSFT
Microsoft Corp
+$2.6M
34,190
+13%
建仓
—
Shockwave Med Inc
+$2.6M
11,852
增持
BND
Vanguard Total Bond Mkt
+$2.4M
56,861
+121%
减持
JNJ
Johnson & Johnson
-$2.2M
12,544
-47%
增持
TLT
iShares 20 Yr Tr Bond ETF
+$2.1M
36,171
+107%
增持
—
Sea Ltd Sponsord ADS
+$2.1M
27,663
+380%
建仓
—
Datadog Inc Cl A
+$2.1M
28,755
增持
—
NVIDIA Corp
+$2.1M
13,128
+22%
建仓
—
Celsius Holdings Inc New
+$1.8M
19,403
增持
—
Alphabet Inc Cap Stock Cl A
+$1.7M
93,922
+3%
增持
—
iShares USA Quality Fctr
+$1.7M
69,957
+14%
增持
AMZN
Amazon.com Inc
+$1.5M
51,082
+14%
建仓
—
Pacer Funds Tr US CASH COWS 10
+$1.5M
32,098
增持
AGG
iShares Core US Aggbd Et
+$1.3M
28,190
+77%
增持
VXF
Vanguard Index Funds EXTEND MK
+$1.2M
20,738
+64%
增持
TMO
Thermo Fisher Scientific Inc
+$1.2M
5,825
+50%
增持
—
Alphabet Inc Cap Stock Cl C
+$1.2M
68,013
+3%
增持
IWD
iShares Russell 1000 Val ETF
+$1.1M
38,545
+23%
增持
—
Costco Wholesale Corp
+$1.1M
13,050
+10%
建仓
—
Cloudflare Inc Cl A
+$990.0K
16,055
建仓
HIMS
Hims & Hers Health Inc COM CL
+$923.0K
93,030
增持
EEM
iShares MSCI Emerg Mkt ETF
+$896.1K
98,358
+25%
增持
—
Adobe Inc
+$818.2K
5,536
+42%
增持
IJH
iShares Core S&P Mcp ETF
+$816.9K
8,078
+62%
增持
PG
Procter And Gamble Co
+$780.6K
18,209
+43%
增持
—
Zoetis Inc Cl A
+$766.0K
23,702
+9%
清仓
SHEL
Shell Plc SPON ADS
-$725.0K
0
-100%
增持
MCD
McDonalds Corp
+$711.0K
8,661
+33%
建仓
—
Iqvia Holdings Inc
+$697.0K
3,502
增持
IJR
iShares S&P Smallcap ETF
+$686.9K
13,076
+114%
减持
—
UnitedHealth Group Inc
-$682.9K
11,357
-0%
增持
DIS
Disney Walt Co Disney
+$648.2K
31,776
+9%
增持
ZBRA
Zebra Technologies Corp Cl A
+$622.5K
5,479
+25%
增持
ITW
Illinois Tool Works Inc
+$620.2K
4,438
+113%
增持
LULU
Lululemon Athletica Inc
+$589.1K
6,292
+18%
建仓
IWV
iShares Russell 3000 ETF
+$563.0K
2,391
增持
—
Tesla Inc
+$557.2K
3,693
+118%
减持
—
Raytheon Technologies Corp
-$543.7K
11,558
-30%
建仓
—
First Trust Exch Traded Fund I
+$502.0K
30,000
减持
VYM
Vanguard High Div Yield
-$495.0K
135,643
-1%
建仓
—
Onemain Holdings Inc COM
+$475.0K
12,810
增持
—
Visa Inc Cl A
+$452.0K
24,774
+0%
建仓
—
Linde Plc SHS
+$451.0K
1,269
增持
EFA
iShares MSCI EAFE ETF
+$446.8K
21,650
+29%
增持
RMD
ResMed Inc
+$412.9K
8,094
+24%
减持
—
M & T Bank Corp
-$402.9K
14,960
-1%
建仓
—
Energy Select Sector SPDR
+$402.0K
4,852
减持
—
Marathon Oil Corp
-$393.6K
30,875
-26%
增持
PEP
PepsiCo Inc
+$392.2K
76,475
+2%
增持
CVX
Chevron Corp
-$389.3K
26,020
+1%
建仓
PH
Parker Hannifin Corp
+$384.0K
1,143
增持
—
CME Group Inc Cl A
+$377.5K
5,096
+43%
增持
—
Skyx Platforms Corp Com
+$361.3K
349,443
+4%
建仓
—
Salesforce Inc
+$351.0K
1,756
建仓
—
Crowdstrike Holdings Inc Cl A
+$343.0K
2,500
增持
—
Target Corp
+$312.7K
5,787
+33%
增持
—
Broadcom Inc
+$301.0K
1,317
+35%
清仓
—
Carrier Global Corporation
-$298.2K
0
-100%
增持
—
Merck & Co Inc
+$297.2K
42,090
+12%
增持
—
iShares Intl Quality Factor
+$291.0K
48,938
+10%
减持
PFE
Pfizer Inc
-$289.3K
11,198
-23%
清仓
—
Otis Worldwide Corp
-$281.1K
0
-100%
减持
AMGN
Amgen Inc
-$279.2K
7,137
-6%
增持
WSO
Watsco Inc
+$276.6K
1,662
+64%
减持
FBND
Fidelity Total Bond ETF
-$275.5K
26,365
-20%
增持
—
Meta Platforms, Inc
+$272.9K
2,652
+10%
增持
BDX
Becton Dickinson & Co
+$272.1K
2,681
+74%
清仓
—
Invesco Exchange-Traded Fund T
-$271.0K
0
-100%
增持
KMB
Kimberly Clark Corp
+$270.5K
4,346
+89%
减持
—
Invesco Exchange Traded Fund T
-$258.0K
25,177
-24%
减持
—
Ares Capital Corp
-$256.6K
207,037
-5%
增持
GIS
General Mills Inc
+$254.0K
7,672
+60%
增持
—
First Trust Global Tactical Co
+$253.7K
308,468
+8%
清仓
—
Linde PLC
-$253.4K
0
-100%
建仓
PANW
Palo Alto Networks Inc
+$253.0K
1,265
增持
TXN
Texas Instruments Inc
+$251.5K
4,241
+30%
增持
LMT
Lockheed Martin Corp
+$250.9K
2,123
+37%
清仓
CVS
CVS Health Corp
-$245.8K
0
-100%
清仓
BHB
Bar Harbor Bankshares COM
-$240.1K
0
-100%
减持
—
Invesco Exchng Traded Fund Tr
-$235.8K
13,744
-25%
清仓
DVY
iShares Select Div ETF
-$234.6K
0
-100%
建仓
MDLZ
Mondelez Intl Inc Cl A
+$234.0K
3,362
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$230.9K
7,256
+12%
减持
—
First Trust S&P Deep Buffered
-$228.3K
89,917
-10%
建仓
SHY
iShares 1 3 Yr Treas Bond
+$227.0K
2,767
增持
GILD
Gilead Sciences Inc
+$226.7K
11,619
+35%
建仓
IWM
iShares Russell 2000 ETF
+$222.0K
1,246
增持
CAT
Caterpillar Inc
+$220.5K
8,278
+18%
增持
DOW
Dow Inc
+$220.4K
8,982
+67%
建仓
MAR
Marriott Intl Inc Cl A
+$216.0K
1,298
清仓
INTC
Intel Corp
-$215.7K
0
-100%
减持
ADP
Automatic Data Processing Inc
-$213.5K
7,663
-5%
清仓
—
Constellation Brands Inc Cl A
-$211.5K
0
-100%
清仓
—
Vaneck ETF Gold Miners
-$210.3K
0
-100%
建仓
NUE
Nucor Corp
+$206.0K
1,333
增持
UNP
Union Pacific Corp
+$205.3K
7,176
+20%
增持
—
Chubb Limited
+$204.7K
3,422
+64%
增持
—
AT&T Inc
+$203.2K
36,482
+35%
增持
TJX
TJX Cos Inc
+$191.5K
51,230
+7%
减持
HSY
Hershey Co
-$189.1K
5,916
-19%
增持
CNA
Cna Financial Corp COM
+$189.0K
13,754
+67%
增持
ED
Consolidated Edison Inc
+$180.7K
4,446
+73%
增持
IWR
iShares Rus Mid Cap ETF
+$179.4K
12,424
+22%
增持
—
Travelers Companies Inc
+$179.0K
4,019
+48%
增持
APD
Air Prods & Chems Inc
+$178.7K
6,061
+20%
增持
WMT
Wal-Mart Inc
+$178.1K
23,985
+1%
增持
—
Verizon Communications Inc
+$170.6K
19,478
+31%
增持
—
JPMorgan Chase & Co
+$170.4K
13,318
+14%
增持
—
Walgreens Boots Alliance Inc
+$167.8K
12,094
+81%
增持
—
Goldman Sachs Group Inc
+$166.7K
5,488
+16%
减持
ABT
Abbott Laboratories
-$166.0K
13,694
-3%
增持
—
Enbridge Inc
+$166.0K
12,797
+55%
减持
BAC
Bank America Corp
-$157.8K
20,241
-9%
减持
—
ProShares S&P 500 Dv Arist
-$154.9K
4,840
-27%
增持
—
3M Co
+$154.6K
5,655
+54%
增持
IBM
International Business Machs C
+$150.2K
3,912
+52%
增持
ECL
Ecolab Inc
+$136.9K
2,685
+27%
增持
—
Marathon Petroleum Corp
+$134.3K
3,505
+20%
减持
—
SPDR Portfolio Agrgte
-$125.1K
26,280
-18%
增持
—
Exxon Mobil Corp
+$114.8K
10,848
+11%
减持
IJK
iShares S&P Mc 400Gr ETF
-$114.2K
7,987
-20%
减持
IYR
iShares US Real Estate ETF
-$113.4K
7,087
-17%
减持
URI
United Rentals Inc
+$108.6K
4,287
-4%
增持
—
Nextera Energy Inc
+$105.6K
20,947
+16%
增持
—
Oracle Corp
+$104.5K
5,140
+12%
增持
IVV
IShares Core S&P 500 ETF
+$104.4K
1,888
+8%
增持
VWO
Vanguard FTSE Emerg Mkt ETF
+$101.4K
43,005
+2%
减持
—
Vanguard Health Care ETF
-$99.8K
7,383
-2%
增持
—
Starwood Property Trust Inc
+$97.2K
59,158
+14%
减持
LLY
Lilly Eli & Co
-$96.2K
2,601
-4%
减持
USB
US Bancorp Del
-$93.8K
8,189
-8%
增持
HD
Home Depot Inc
-$85.8K
10,762
+4%
增持
—
Blackstone Inc
+$81.2K
3,712
+12%
增持
—
Comcast Corp Cl A
+$75.6K
13,869
+8%
增持
—
ConocoPhillips
+$75.5K
10,813
+28%
减持
BMY
Bristol-Myers Squibb Co
-$74.3K
6,330
-11%
增持
—
Cisco Systems Inc
+$73.1K
8,808
+8%
减持
—
iShares GNMA Bond ETF
-$71.7K
6,053
-23%
减持
QCOM
Qualcomm Inc
+$71.2K
4,107
-0%
减持
—
Blue Foundry Bancorp COM
-$67.3K
16,225
-6%
减持
VOO
Vanguard S&P 500 ETF
-$62.8K
1,295
-17%
增持
MS
Morgan Stanley
+$58.9K
4,107
+16%
