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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 23
增持 86
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
—
SPDR S&P 500 ETF Tr
+$8.5M
126,130
+5%
增持
AAPL
Apple Inc.
+$7.1M
313,609
+1%
增持
MSFT
Microsoft Corp
+$5.3M
75,081
+4%
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
—
Invesco QQQ Ser 1
+$4.0M
78,468
+0%
减持
—
JPMorgan Equity Premium Income
-$4.0M
70,512
-52%
增持
—
NVIDIA Corp
+$2.7M
25,136
+12%
建仓
—
Jpmorgan Etf NASDAQ EQT PREM
+$2.7M
53,209
清仓
—
First Trust Global Tactical Co
-$2.6M
0
-100%
增持
AMZN
Amazon.com Inc
+$2.2M
74,670
+4%
减持
IWF
iShares Russell 1000 Growth ET
+$2.0M
60,668
-2%
增持
—
BlackRock Inc
+$1.9M
9,508
+6%
增持
—
iShares USA Quality Fctr
+$1.9M
93,692
+4%
增持
HD
Home Depot Inc
+$1.7M
21,907
+11%
增持
TLT
iShares 20 Yr Tr Bond ETF
+$1.6M
148,127
+1%
增持
—
JPMorgan Chase & Co
+$1.5M
43,847
+7%
增持
VXF
Vanguard Index Funds EXTEND MK
+$1.4M
40,515
+11%
增持
APH
Amphenol Corp Cl A
+$1.4M
93,368
+0%
增持
—
Costco Wholesale Corp
+$1.3M
13,415
+1%
建仓
—
SPDR Bloomberg
+$1.3M
14,000
增持
—
Crowdstrike Holdings Inc Cl A
+$1.2M
6,500
+158%
增持
—
SPDR S&P Mid Cap 400 ETF
+$1.2M
22,950
+0%
增持
—
Accenture PLC Ireland Class A
+$1.2M
15,264
+13%
增持
AMGN
Amgen Inc
+$1.2M
17,273
+22%
建仓
—
Consolidated Water Co Inc
+$1.1M
31,868
减持
—
First Trust ETF Muni High Inc
-$1.1M
98,309
-24%
增持
INTC
Intel Corp
+$1.1M
59,152
+12%
增持
—
Visa Inc Cl A
+$965.0K
27,828
+2%
增持
IJH
iShares Core S&P Mcp ETF
+$960.0K
18,338
+11%
增持
CAT
Caterpillar Inc
+$951.0K
21,933
+8%
建仓
—
Samsara Inc COM CL A
+$901.0K
27,000
增持
—
Merck & Co Inc
+$887.0K
74,558
+6%
增持
LULU
Lululemon Athletica Inc
+$864.0K
6,508
+2%
建仓
—
Smartfinancial Inc
+$819.0K
33,427
增持
—
Rtx Corporation Com
+$811.0K
49,371
+6%
增持
—
Tesla Inc
+$802.0K
9,697
+51%
增持
—
Chubb Limited
+$801.0K
22,455
+9%
增持
HON
Honeywell Intl Inc
+$798.0K
17,731
+12%
减持
IAU
Ishares Gold Tr Ishares New
-$798.0K
13,635
-64%
增持
DIS
Disney Walt Co Disney
+$798.0K
42,600
+13%
增持
—
Alphabet Inc Cap Stock Cl C
+$768.0K
69,603
+2%
减持
VTV
Vanguard Value ETF
+$760.0K
78,936
-1%
减持
MRVL
Marvell Technology Group Ltd
-$720.0K
3,716
-79%
增持
LMT
Lockheed Martin Corp
+$712.0K
9,374
+8%
增持
—
Zoetis Inc Cl A
+$710.0K
26,071
+2%
增持
—
ASML Holding NV NY Registry
+$706.0K
3,044
+12%
减持
TMO
Thermo Fisher Scientific Inc
-$704.0K
4,825
-25%
减持
—
Cloudflare Inc Cl A
-$694.0K
3,987
-76%
增持
URI
United Rentals Inc
+$690.0K
4,896
+3%
增持
IWD
iShares Russell 1000 Val ETF
+$667.0K
42,211
+2%
增持
IVW
iShares S&P 500 Growth ETF
+$664.0K
12,551
+207%
减持
—
Datadog Inc Cl A
+$602.0K
24,301
-6%
增持
NKE
Nike Inc Cl B
+$597.0K
26,866
+11%
增持
CVX
Chevron Corp
-$596.0K
56,107
+6%
增持
—
Adobe Inc
+$590.0K
5,892
+3%
增持
—
MasterCard Incorporated Cl A
+$567.0K
9,156
+9%
增持
—
Skyx Platforms Corp Com
+$558.0K
369,609
+1497%
减持
—
Alphabet Inc Cap Stock Cl A
+$544.0K
120,902
-3%
增持
USB
US Bancorp Del
+$527.0K
48,901
+2%
减持
ABT
Abbott Laboratories
+$504.0K
41,300
-1%
增持
—
Goldman Sachs Group Inc
+$499.0K
6,589
+4%
清仓
—
Paypal Holdings Inc
-$497.0K
0
-100%
增持
UNP
Union Pacific Corp
+$496.0K
9,048
+7%
减持
IGLB
iShares 10 YR INVST GRD
+$495.0K
170,987
-5%
增持
—
First Trust ETF TCW Unconstrai
+$494.0K
506,792
+1%
减持
DHR
Danaher Corp
-$486.0K
7,223
-17%
建仓
—
Veralto Corp COM SHS
+$485.0K
5,902
增持
IBB
iShares NASDAQ Biotech
+$468.0K
26,356
+4%
增持
VMC
Vulcan Materials Co
+$466.0K
10,254
+11%
清仓
SMBK
Smartfinancial Inc
-$463.0K
0
-100%
增持
SBUX
Starbucks Corp
+$445.0K
33,523
+10%
增持
VTEB
Vanguard Muni Bond Funds TAX E
+$444.0K
12,883
+190%
减持
IJR
iShares S&P Smallcap ETF
+$442.0K
31,936
-0%
增持
—
Meta Platforms, Inc
+$426.0K
3,244
+35%
减持
VYM
Vanguard High Div Yield
+$423.0K
117,522
-4%
增持
—
Broadcom Inc
+$423.0K
1,304
+5%
增持
KO
Coca-Cola Co
+$390.0K
30,591
+21%
清仓
—
Mobileye Global Inc.
-$387.0K
0
-100%
增持
BND
Vanguard Total Bond Mkt
+$377.0K
79,514
+1%
增持
EFA
iShares MSCI EAFE ETF
+$373.0K
37,030
+6%
增持
—
UnitedHealth Group Inc
+$364.0K
12,465
+1%
减持
ITW
Illinois Tool Works Inc
-$363.0K
3,254
-38%
增持
—
Nextera Energy Inc
+$360.0K
81,806
+2%
减持
—
SPDR S&P Dividend ETF
-$359.0K
7,769
-33%
增持
—
Ares Capital Corp
+$358.0K
220,949
+6%
增持
EEM
iShares MSCI Emerg Mkt ETF
+$354.0K
130,650
+1%
增持
APD
Air Prods & Chems Inc
+$348.0K
19,491
+11%
增持
TJX
TJX Cos Inc
+$345.0K
54,916
+2%
增持
NOC
Northrop Grumman Corp
+$341.0K
9,024
+2%
增持
JNJ
Johnson & Johnson
+$324.0K
38,719
+5%
增持
ADM
Archer Daniels Midland Co
+$310.0K
28,858
+23%
清仓
—
Iqvia Holdings Inc
-$303.0K
0
-100%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$303.0K
28,632
+1%
减持
—
MercadoLibre Inc
+$298.0K
1,872
-10%
建仓
TIP
iShares TIPS Bond ETF
+$294.0K
2,738
建仓
ACWX
iShares MSCI ACWI ex-US Index
+$292.0K
5,726
增持
IWM
iShares Russell 2000 ETF
+$287.0K
4,861
+25%
建仓
—
Carlyle Group Inc
+$286.0K
7,029
减持
AMD
Advanced Micro Devices Inc
+$277.0K
6,230
-0%
增持
—
Celsius Holdings Inc New
-$273.0K
35,526
+176%
增持
KMB
Kimberly Clark Corp
+$262.0K
15,810
+15%
建仓
—
ServiceNow Inc
+$261.0K
369
减持
—
Exxon Mobil Corp
-$255.0K
12,885
-2%
增持
—
AbbVie Inc
+$251.0K
41,091
+0%
增持
RSG
Republic Services Inc
+$239.0K
4,325
+30%
清仓
—
Invesco Actvely Mgd Etc Fd Tr
-$238.0K
0
-100%
建仓
EFG
iShares EAFE Growth ETF
+$238.0K
2,461
清仓
—
Ark ETF Tr Innovation ETF
-$235.0K
0
-100%
增持
—
iShares Intl Quality Factor
+$233.0K
41,127
+5%
增持
—
iShares Floating Rate Nt ETF
+$226.0K
12,570
+56%
增持
VOO
Vanguard S&P 500 ETF
+$224.0K
2,177
+18%
建仓
MRSH
Marsh & McLennan Cos Inc
+$223.0K
1,179
减持
—
FT S&P 500 Dividend Aristocrat
+$222.0K
163,532
-2%
减持
VBR
Vanguard Small Cap Val ETF
+$221.0K
14,838
-3%
增持
ADP
Automatic Data Processing Inc
+$221.0K
23,906
+8%
建仓
BHB
Bar Harbor Bankshares COM
+$220.0K
7,493
减持
—
Target Corp
+$220.0K
7,093
-1%
清仓
—
Roku Inc Cl A
-$219.0K
0
-100%
建仓
—
Vanguard Long Term Treasury ET
+$218.0K
3,549
建仓
DVY
iShares Select Div ETF
+$218.0K
1,858
清仓
PM
Philip Morris Intl Inc
-$216.0K
0
-100%
增持
IWR
iShares Rus Mid Cap ETF
+$216.0K
15,684
+8%
增持
—
Eaton Corp PLC
+$216.0K
6,626
+2%
建仓
—
Global X Funds US Infr Dev ETF
+$215.0K
6,233
减持
—
Walker & Dunlop Inc
-$215.0K
2,332
-63%
建仓
PNC
PNC Financial Services Group I
+$214.0K
1,379
建仓
PSX
Phillips 66
+$209.0K
1,570
建仓
WBS
Webster Financial Corp CT
+$205.0K
4,039
建仓
GD
General Dynamics Corp
+$204.0K
787
建仓
—
Ameriprise Financial Inc
+$204.0K
538
清仓
VEEV
Veeva Systems Inc CL A COM
-$203.0K
0
-100%
建仓
CTAS
Cintas Corp
+$202.0K
335
建仓
REFI
Chicago Atlantic Real Estate F
+$201.0K
12,416
增持
—
iShares Core MSCI EAFE
+$196.0K
26,155
+2%
减持
TXN
Texas Instruments Inc
+$186.0K
17,816
-1%
减持
PPG
PPG Industries Inc
+$177.0K
9,300
-1%
减持
RODM
Lattice Strategies Tr Hartford
-$177.0K
14,627
-35%
增持
SHY
iShares 1 3 Yr Treas Bond
+$166.0K
6,942
+39%
减持
MCD
McDonalds Corp
+$156.0K
13,316
-7%
增持
IBM
International Business Machs C
+$154.0K
5,515
+3%
增持
—
Invesco Exchange Traded Fund T
+$152.0K
6,902
+4%
增持
—
CoStar Group Inc
+$150.0K
12,174
+2%
增持
—
ProShares S&P 500 Dv Arist
+$148.0K
6,866
+20%
增持
DE
Deere & Co
+$148.0K
1,750
+20%
增持
QCOM
Qualcomm Inc
+$147.0K
3,809
+5%
减持
BA
Boeing Co
+$147.0K
2,566
-6%
增持
PEP
PepsiCo Inc
+$145.0K
102,869
+1%
增持
BDX
Becton Dickinson & Co
+$144.0K
14,339
+11%
增持
—
iShares Core MSCI Emerg Mkt
+$139.0K
27,150
+5%
减持
ZBRA
Zebra Technologies Corp Cl A
+$137.0K
6,033
-6%
减持
—
Verizon Communications Inc
+$132.0K
55,433
-8%
