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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 27
增持 89
减持 23
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc.
+$16.1M
310,930
+62%
增持
MSFT
Microsoft Corp
+$11.3M
72,505
+113%
建仓
—
FT S&P 500 Dividend Aristocrat
+$8.2M
166,719
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
BRK/B
Berkshire Hathaway Inc Cl B
+$7.5M
28,288
+292%
减持
—
JPMorgan Equity Premium Income
-$6.8M
146,765
-44%
增持
—
Alphabet Inc Cap Stock Cl A
+$5.1M
124,904
+33%
增持
CVX
Chevron Corp
+$5.0M
53,166
+109%
增持
ADP
Automatic Data Processing Inc
+$4.8M
22,230
+880%
建仓
—
Accenture PLC Ireland Class A
+$4.2M
13,554
增持
—
NVIDIA Corp
+$4.1M
22,396
+69%
增持
—
JPMorgan Chase & Co
+$4.0M
40,861
+213%
增持
JNJ
Johnson & Johnson
+$3.7M
36,888
+197%
增持
—
Chubb Limited
+$3.6M
20,529
+473%
增持
CAT
Caterpillar Inc
+$3.5M
20,271
+151%
增持
—
Cisco Systems Inc
+$3.2M
67,570
+647%
增持
PEP
PepsiCo Inc
+$3.2M
102,256
+34%
增持
APD
Air Prods & Chems Inc
+$3.1M
17,603
+184%
增持
—
Nextera Energy Inc
+$3.1M
80,449
+296%
增持
HD
Home Depot Inc
+$3.0M
19,662
+111%
增持
AMGN
Amgen Inc
+$3.0M
14,148
+286%
增持
PG
Procter And Gamble Co
+$3.0M
38,713
+120%
建仓
HON
Honeywell Intl Inc
+$2.9M
15,807
增持
—
AbbVie Inc
+$2.9M
41,035
+71%
清仓
—
First Trust S&P Deep Buffered
-$2.8M
0
-100%
增持
BDX
Becton Dickinson & Co
+$2.6M
12,964
+355%
增持
ABT
Abbott Laboratories
+$2.6M
41,733
+210%
增持
AMZN
Amazon.com Inc
+$2.5M
72,037
+42%
增持
—
Merck & Co Inc
+$2.5M
70,330
+71%
增持
LMT
Lockheed Martin Corp
+$2.5M
8,649
+281%
增持
TXN
Texas Instruments Inc
+$2.1M
17,927
+342%
增持
SBUX
Starbucks Corp
+$2.1M
30,389
+342%
增持
—
Rtx Corporation Com
+$2.1M
46,448
+263%
增持
—
MasterCard Incorporated Cl A
+$2.0M
8,432
+157%
增持
NKE
Nike Inc Cl B
+$2.0M
24,263
+823%
增持
—
BlackRock Inc
+$2.0M
8,932
+62%
增持
IJH
iShares Core S&P Mcp ETF
+$2.0M
16,531
+100%
增持
IJR
iShares S&P Smallcap ETF
+$1.9M
31,966
+183%
建仓
INTC
Intel Corp
+$1.9M
52,947
增持
—
SPDR S&P 500 ETF Tr
-$1.9M
120,367
+0%
建仓
VMC
Vulcan Materials Co
+$1.9M
9,219
建仓
ADM
Archer Daniels Midland Co
+$1.8M
23,520
建仓
—
iShares Core MSCI EAFE
+$1.6M
25,555
建仓
—
ASML Holding NV NY Registry
+$1.6M
2,715
建仓
USB
US Bancorp Del
+$1.6M
48,072
建仓
KO
Coca-Cola Co
+$1.4M
25,235
增持
NOC
Northrop Grumman Corp
+$1.4M
8,821
+59%
增持
—
Verizon Communications Inc
+$1.3M
60,402
+239%
增持
MCD
McDonalds Corp
+$1.3M
14,393
+69%
建仓
—
iShares Core MSCI Emerg Mkt
+$1.2M
25,927
建仓
PPG
PPG Industries Inc
+$1.2M
9,350
增持
—
Eaton Corp PLC
+$1.2M
6,471
+496%
增持
KMB
Kimberly Clark Corp
+$1.1M
13,725
+230%
减持
—
Shockwave Med Inc
-$1.0M
11,882
-0%
增持
—
Medtronic PLC
+$1.0M
17,190
+361%
增持
—
Alphabet Inc Cap Stock Cl C
+$976.0K
68,570
+3%
增持
VXF
Vanguard Index Funds EXTEND MK
+$939.0K
36,490
+27%
建仓
—
Invesco Exchange Traded Fund T
+$937.0K
6,610
减持
—
Skyx Platforms Corp Com
-$923.0K
23,150
-94%
建仓
—
CoStar Group Inc
+$914.0K
11,892
减持
—
Sea Ltd Sponsord ADS
-$865.0K
13,841
-45%
增持
—
First Trust ETF Muni High Inc
+$858.0K
128,899
+23%
建仓
SNPS
Synopsys Inc
+$826.0K
1,800
增持
—
Invesco QQQ Ser 1
-$799.0K
78,446
+0%
增持
—
iShares USA Quality Fctr
+$798.0K
90,481
+10%
清仓
HIMS
Hims & Hers Health Inc COM CL
-$789.0K
0
-100%
增持
—
UnitedHealth Group Inc
+$760.0K
12,293
+9%
建仓
SYK
Stryker Corp
+$707.0K
2,586
减持
VTV
Vanguard Value ETF
-$679.0K
80,045
-3%
增持
—
Costco Wholesale Corp
+$605.0K
13,324
+4%
减持
IWF
iShares Russell 1000 Growth ET
-$575.0K
61,674
-0%
增持
IGLB
iShares 10 YR INVST GRD
+$569.0K
180,609
+17%
清仓
—
Onemain Holdings Inc COM
-$568.0K
0
-100%
清仓
BRK/A
Berkshire Hathaway Inc Cl A
-$518.0K
0
-100%
建仓
RSG
Republic Services Inc
+$474.0K
3,325
建仓
SMBK
Smartfinancial Inc
+$463.0K
21,677
增持
RMD
ResMed Inc
-$450.0K
9,088
+11%
建仓
EMR
Emerson Electric Co
+$446.0K
4,615
增持
TJX
TJX Cos Inc
+$444.0K
54,087
+5%
增持
LLY
Lilly Eli & Co
+$427.0K
3,168
+17%
增持
—
Exxon Mobil Corp
+$422.0K
13,126
+26%
减持
—
Invesco Exchange Traded Fund T
-$417.0K
23,184
-26%
减持
—
SPDR S&P Dividend ETF
-$414.0K
11,563
-19%
建仓
—
iShares Floating Rate Nt ETF
+$410.0K
8,060
增持
—
ConocoPhillips
+$370.0K
12,282
+16%
清仓
—
Spdr NYSE TECH ETF
-$362.0K
0
-100%
增持
—
Zoetis Inc Cl A
+$353.0K
25,500
+8%
增持
WMT
Wal-Mart Inc
+$330.0K
25,627
+7%
建仓
—
Price T Rowe Group Inc
+$321.0K
3,065
建仓
CINF
Cincinnati Financial Corp
+$316.0K
3,085
清仓
—
Walgreens Boots Alliance Inc
-$314.0K
0
-100%
减持
BND
Vanguard Total Bond Mkt
-$308.0K
78,406
-1%
增持
—
SPDR S&P Mid Cap 400 ETF
+$303.0K
22,875
+8%
增持
TMO
Thermo Fisher Scientific Inc
+$300.0K
6,451
+14%
增持
VYM
Vanguard High Div Yield
-$282.0K
122,885
+0%
增持
HSY
Hershey Co
-$265.0K
6,031
+2%
建仓
MKC
McCormick & Co Inc Non Vtg
+$259.0K
3,429
减持
—
Datadog Inc Cl A
-$248.0K
25,776
-2%
增持
IBM
International Business Machs C
+$246.0K
5,332
+42%
减持
IBB
iShares NASDAQ Biotech
-$246.0K
25,450
-4%
增持
—
Adobe Inc
+$239.0K
5,736
+4%
建仓
—
Invesco Actvely Mgd Etc Fd Tr
+$238.0K
15,925
清仓
DAL
Delta Air Lines Inc
-$237.0K
0
-100%
减持
—
Celsius Holdings Inc New
-$233.0K
12,876
-21%
清仓
—
SBA Communications Corp Cl A
-$232.0K
0
-100%
增持
EFA
iShares MSCI EAFE ETF
+$231.0K
35,075
+16%
增持
—
Invesco Exchange Traded Fund T
-$229.0K
10,371
+192%
增持
—
CME Group Inc Cl A
+$222.0K
5,847
+14%
减持
VBR
Vanguard Small Cap Val ETF
-$221.0K
15,357
-5%
建仓
—
Roku Inc Cl A
+$219.0K
3,100
增持
IWM
iShares Russell 2000 ETF
+$217.0K
3,896
+55%
清仓
DVY
iShares Select Div ETF
-$216.0K
0
-100%
增持
ED
Consolidated Edison Inc
+$216.0K
6,981
+66%
增持
EEM
iShares MSCI Emerg Mkt ETF
+$212.0K
129,079
+9%
增持
UNP
Union Pacific Corp
+$212.0K
8,475
+15%
建仓
CL
Colgate Palmolive Co
+$210.0K
2,955
清仓
—
Alnylam Pharmaceuticals Inc CO
-$209.0K
0
-100%
增持
DIS
Disney Walt Co Disney
+$206.0K
37,610
+18%
建仓
VEEV
Veeva Systems Inc CL A COM
+$203.0K
1,000
清仓
F
Ford Motor Co
-$200.0K
0
-100%
增持
AFL
Aflac Inc
+$195.0K
7,635
+36%
增持
—
Linde Plc SHS
+$193.0K
1,852
+42%
增持
LULU
Lululemon Athletica Inc
+$188.0K
6,387
+6%
增持
—
Pacer Funds Tr US CASH COWS 10
+$174.0K
34,454
+8%
增持
URI
United Rentals Inc
+$173.0K
4,761
+9%
增持
—
Goldman Sachs Group Inc
+$170.0K
6,314
+9%
增持
NUE
Nucor Corp
+$169.0K
2,480
+86%
增持
—
First Trust ETF TCW Unconstrai
+$168.0K
503,944
+3%
增持
SHY
iShares 1 3 Yr Treas Bond
+$161.0K
4,988
+66%
增持
IGSB
iShares Sh Tr Crport ETF
+$159.0K
8,610
+60%
增持
TLT
iShares 20 Yr Tr Bond ETF
-$157.0K
147,235
+15%
增持
IWD
iShares Russell 1000 Val ETF
-$149.0K
41,552
+2%
减持
IAU
Ishares Gold Tr Ishares New
-$146.0K
38,018
-6%
增持
ZBRA
Zebra Technologies Corp Cl A
-$133.0K
6,392
+15%
增持
—
Comcast Corp Cl A
+$133.0K
14,729
+18%
增持
CNA
Cna Financial Corp COM
+$127.0K
15,980
+23%
增持
BRO
Brown & Brown Inc
+$127.0K
5,750
+44%
减持
RODM
Lattice Strategies Tr Hartford
-$117.0K
22,538
-15%
增持
LOW
Lowes Cos Inc
+$112.0K
1,576
+65%
增持
VWO
Vanguard FTSE Emerg Mkt ETF
+$106.0K
46,210
+10%
增持
DHR
Danaher Corp
+$98.0K
8,693
+1%
增持
VTI
Vanguard Total Stock Mkt
+$97.0K
2,888
+23%
减持
KEY
KeyCorp
+$97.0K
121,124
-7%
减持
IVV
IShares Core S&P 500 ETF
-$97.0K
1,724
-8%
减持
—
Marathon Oil Corp
+$92.0K
28,700
-2%
减持
—
iShares Intl Quality Factor
-$90.0K
39,023
-1%
增持
—
Pioneer Natural Resources Co
+$90.0K
1,720
+17%
减持
PFE
Pfizer Inc
-$89.0K
10,565
-12%
减持
—
Waste Management Inc
-$84.0K
2,913
-4%
减持
—
Enbridge Inc
-$81.0K
11,882
-7%
减持
—
Paypal Holdings Inc
-$80.0K
8,500
-2%
