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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 50
减持 72
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
—
First Trust ETF TCW Unconstrai
+$11.9M
491,362
增持
TLT
iShares 20 Yr Tr Bond ETF
+$9.4M
128,378
+255%
建仓
IGLB
iShares 10 YR INVST GRD
+$7.9M
154,113
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。
增持
AAPL
Apple Inc.
+$5.6M
191,355
+0%
减持
—
First Trust Global Tactical Co
-$4.6M
115,435
-63%
减持
—
SPDR S&P 500 ETF Tr
+$3.9M
120,305
-0%
减持
—
Invesco QQQ Ser 1
+$3.8M
78,241
-0%
减持
—
JPMorgan Equity Premium Income
-$3.6M
264,382
-21%
清仓
—
FedEx Corp
-$2.6M
0
-100%
增持
—
iShares USA Quality Fctr
+$2.4M
82,499
+18%
增持
IWF
iShares Russell 1000 Growth ET
+$2.4M
61,704
+3%
增持
—
NVIDIA Corp
+$2.0M
13,260
+1%
减持
MSFT
Microsoft Corp
+$1.7M
34,043
-0%
增持
BND
Vanguard Total Bond Mkt
+$1.6M
79,498
+40%
减持
—
Alphabet Inc Cap Stock Cl A
+$1.5M
93,870
-0%
增持
VXF
Vanguard Index Funds EXTEND MK
+$1.4M
28,834
+39%
减持
AMZN
Amazon.com Inc
+$1.3M
50,740
-1%
减持
VYM
Vanguard High Div Yield
-$1.3M
122,353
-10%
清仓
—
Coherent Corp COM
-$1.3M
0
-100%
减持
ADP
Automatic Data Processing Inc
-$1.2M
2,269
-70%
增持
—
First Trust ETF Muni High Inc
+$1.2M
105,112
+30%
减持
—
Alphabet Inc Cap Stock Cl C
+$992.0K
66,666
-2%
建仓
MRVL
Marvell Technology Group Ltd
+$937.0K
15,670
减持
—
Sea Ltd Sponsord ADS
-$921.0K
25,387
-8%
减持
AMGN
Amgen Inc
-$912.0K
3,662
-49%
增持
—
Tesla Inc
+$901.0K
6,367
+72%
增持
—
Shockwave Med Inc
+$824.0K
11,891
+0%
增持
EEM
iShares MSCI Emerg Mkt ETF
+$806.0K
118,487
+20%
减持
FBND
Fidelity Total Bond ETF
-$761.0K
9,947
-62%
增持
—
Visa Inc Cl A
+$759.0K
26,716
+8%
减持
—
AbbVie Inc
-$758.0K
23,984
-4%
建仓
AMD
Advanced Micro Devices Inc
+$706.0K
6,202
减持
—
Celsius Holdings Inc New
+$640.0K
16,378
-16%
增持
EFA
iShares MSCI EAFE ETF
+$638.0K
30,155
+39%
增持
NOC
Northrop Grumman Corp
+$633.0K
5,536
+35%
清仓
IYR
iShares US Real Estate ETF
-$602.0K
0
-100%
清仓
—
3M Co
-$594.0K
0
-100%
增持
IWD
iShares Russell 1000 Val ETF
+$588.0K
40,910
+6%
清仓
IJK
iShares S&P Mc 400Gr ETF
-$571.0K
0
-100%
减持
—
Adobe Inc
+$553.0K
5,493
-1%
建仓
BRK/A
Berkshire Hathaway Inc Cl A
+$518.0K
1
减持
—
Datadog Inc Cl A
+$507.0K
26,392
-8%
建仓
—
Walker & Dunlop Inc
+$491.0K
6,208
清仓
—
SPDR Portfolio Emg MK
-$452.0K
0
-100%
减持
—
Costco Wholesale Corp
+$439.0K
12,858
-1%
减持
—
SPDR Portfolio Agrgte
-$424.0K
10,000
-62%
减持
TMO
Thermo Fisher Scientific Inc
-$392.0K
5,683
-2%
增持
—
Invesco Exchange Traded Fund T
+$386.0K
31,261
+24%
增持
LLY
Lilly Eli & Co
+$382.0K
2,718
+4%
增持
PH
Parker Hannifin Corp
+$374.0K
1,943
+70%
建仓
—
Mobileye Global Inc.
+$352.0K
9,150
增持
TJX
TJX Cos Inc
+$349.0K
51,459
+0%
减持
—
Iqvia Holdings Inc
-$341.0K
1,585
-55%
增持
DIS
Disney Walt Co Disney
-$340.0K
31,833
+0%
减持
—
iShares Intl Quality Factor
-$326.0K
39,392
-20%
减持
—
SPDR S&P Dividend ETF
-$303.0K
14,224
-14%
清仓
USB
US Bancorp Del
-$295.0K
0
-100%
建仓
IVW
iShares S&P 500 Growth ETF
+$288.0K
4,084
减持
HD
Home Depot Inc
-$283.0K
9,312
-13%
增持
—
MercadoLibre Inc
-$277.0K
2,204
+1%
清仓
TIP
iShares TIPS Bond ETF
-$272.0K
0
-100%
清仓
—
iShares GNMA Bond ETF
-$269.0K
0
-100%
增持
—
Ares Capital Corp
+$267.0K
215,604
+4%
减持
—
Merck & Co Inc
+$267.0K
41,120
-2%
增持
VOO
Vanguard S&P 500 ETF
+$266.0K
1,849
+43%
减持
—
Broadcom Inc
+$254.0K
1,267
-4%
增持
—
Skyx Platforms Corp Com
-$253.0K
359,526
+3%
减持
CVX
Chevron Corp
-$251.0K
25,381
-2%
增持
IWM
iShares Russell 2000 ETF
+$250.0K
2,521
+102%
增持
URI
United Rentals Inc
+$247.0K
4,366
+2%
建仓
DAL
Delta Air Lines Inc
+$237.0K
4,990
增持
DE
Deere & Co
+$237.0K
1,492
+67%
增持
PEP
PepsiCo Inc
+$234.0K
76,528
+0%
建仓
—
SBA Communications Corp Cl A
+$232.0K
1,000
减持
WMT
Wal-Mart Inc
+$232.0K
23,981
-0%
清仓
CINF
Cincinnati Financial Corp
-$224.0K
0
-100%
减持
BRK/B
Berkshire Hathaway Inc Cl B
+$219.0K
7,211
-1%
建仓
—
Eaton Corp PLC
+$218.0K
1,085
建仓
DVY
iShares Select Div ETF
+$216.0K
1,910
清仓
PSX
Phillips 66
-$210.0K
0
-100%
清仓
KO
Coca-Cola Co
-$208.0K
0
-100%
减持
—
Target Corp
-$206.0K
5,710
-1%
建仓
F
Ford Motor Co
+$200.0K
13,230
减持
—
Invesco Exchng Traded Fund Tr
-$199.0K
9,605
-30%
减持
—
Meta Platforms, Inc
+$193.0K
2,632
-1%
减持
—
Paypal Holdings Inc
-$179.0K
8,650
-13%
增持
—
BlackRock Inc
+$176.0K
5,505
+1%
减持
—
Vaneck ETF BDC Income
-$167.0K
89,900
-14%
减持
—
JPMorgan Chase & Co
+$161.0K
13,040
-2%
增持
IWR
iShares Rus Mid Cap ETF
+$159.0K
14,082
+13%
增持
IJH
iShares Core S&P Mcp ETF
+$145.0K
8,284
+3%
增持
PANW
Palo Alto Networks Inc
+$143.0K
1,550
+23%
减持
—
AT&T Inc
-$139.0K
35,300
-3%
增持
—
Zoetis Inc Cl A
+$138.0K
23,709
+0%
减持
IJR
iShares S&P Smallcap ETF
-$137.0K
11,310
-14%
减持
HIMS
Hims & Hers Health Inc COM CL
-$134.0K
83,980
-10%
减持
—
Oracle Corp
+$131.0K
5,111
-1%
减持
—
First Trust S&P Deep Buffered
-$126.0K
81,160
-10%
减持
—
Palantir Technologies Inc Cl A
+$125.0K
23,036
-15%
减持
VTV
Vanguard Value ETF
+$124.0K
82,474
-2%
增持
—
Rtx Corporation Com
+$123.0K
12,809
+11%
增持
APD
Air Prods & Chems Inc
+$117.0K
6,202
+2%
减持
GIS
General Mills Inc
-$117.0K
7,029
-8%
减持
—
Medtronic PLC
-$113.0K
3,732
-32%
减持
—
Marathon Petroleum Corp
-$113.0K
3,087
-12%
减持
MCD
McDonalds Corp
+$113.0K
8,493
-2%
减持
JNJ
Johnson & Johnson
+$113.0K
12,427
-1%
减持
GILD
Gilead Sciences Inc
-$110.0K
11,083
-5%
减持
—
Aberdeen Std Gold ETF Tr Physc
-$108.0K
14,700
-27%
减持
—
Nextera Energy Inc
-$108.0K
20,312
-3%
减持
—
Walgreens Boots Alliance Inc
-$104.0K
11,004
-9%
减持
WSO
Watsco Inc
+$103.0K
1,657
-0%
增持
—
MasterCard Incorporated Cl A
+$101.0K
3,277
+0%
建仓
—
Playmates Toys Limited SHS
+$99.0K
900,000
增持
ZBRA
Zebra Technologies Corp Cl A
-$97.0K
5,561
+1%
减持
CAT
Caterpillar Inc
+$95.0K
8,084
-2%
减持
—
Verizon Communications Inc
-$94.0K
17,827
-8%
增持
—
Onemain Holdings Inc COM
+$93.0K
13,002
+1%
减持
QCOM
Qualcomm Inc
-$92.0K
3,632
-12%
增持
BDX
Becton Dickinson & Co
+$88.0K
2,849
+6%
减持
ABT
Abbott Laboratories
+$82.0K
13,474
-2%
减持
—
Starwood Property Trust Inc
+$79.0K
58,036
-2%
增持
—
Waste Management Inc
+$79.0K
3,044
+11%
增持
—
Goldman Sachs Group Inc
+$78.0K
5,806
+6%
减持
CSX
CSX Corp
+$78.0K
19,511
-0%
增持
ITW
Illinois Tool Works Inc
+$71.0K
4,603
+4%
减持
—
UnitedHealth Group Inc
+$71.0K
11,315
-0%
增持
UNP
Union Pacific Corp
+$70.0K
7,400
+3%
减持
—
Exxon Mobil Corp
-$69.0K
10,448
-4%
减持
RODM
Lattice Strategies Tr Hartford
-$66.0K
26,388
-9%
减持
—
Marathon Oil Corp
-$64.0K
29,375
-5%
减持
IVV
IShares Core S&P 500 ETF
+$61.0K
1,878
-1%
减持
TXN
Texas Instruments Inc
-$59.0K
4,053
-4%
减持
AGG
iShares Core US Aggbd Et
-$58.0K
28,090
-0%
增持
IBB
iShares NASDAQ Biotech
+$56.0K
26,450
+3%
建仓
—
United Health Prods Inc COM
+$55.0K
161,905
增持
IWV
iShares Russell 3000 ETF
+$46.0K
2,392
+0%
增持
—
Linde Plc SHS
+$46.0K
1,303
+3%
减持
—
Cloudflare Inc Cl A
+$45.0K
15,828
-1%
减持
ED
Consolidated Edison Inc
-$44.0K
4,212
-5%
增持
LMT
Lockheed Martin Corp
+$42.0K
2,273
+7%
建仓
—
P3 Health Partners Inc COM
+$39.0K
13,033
减持
VBR
Vanguard Small Cap Val ETF
-$37.0K
16,144
-5%
增持
SBUX
Starbucks Corp
-$35.0K
6,876
+0%
减持
CNA
Cna Financial Corp COM
-$35.0K
12,986
-6%
增持
DHR
Danaher Corp
-$35.0K
8,577
+3%
增持
BMY
Bristol-Myers Squibb Co
-$34.0K
6,331
+0%
减持
DOW
Dow Inc
-$33.0K
8,613
-4%
减持
PG
Procter And Gamble Co
-$33.0K
17,619
-3%
减持
HSY
Hershey Co
-$33.0K
5,897
-0%
