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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 34
增持 91
减持 19
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
—
NVIDIA Corp
+$16.8M
32,317
+29%
增持
MSFT
Microsoft Corp
+$9.3M
89,229
+19%
增持
AMZN
Amazon.com Inc
+$7.1M
102,360
+37%
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
CAT
Caterpillar Inc
+$7.1M
36,949
+68%
增持
—
JPMorgan Chase & Co
+$6.2M
68,104
+55%
增持
—
Merck & Co Inc
+$6.1M
108,099
+45%
增持
CVX
Chevron Corp
+$5.9M
90,718
+62%
增持
AAPL
Apple Inc.
-$5.2M
321,745
+3%
增持
—
Chubb Limited
+$5.2M
39,587
+76%
增持
—
Alphabet Inc Cap Stock Cl A
+$5.1M
145,529
+20%
增持
HD
Home Depot Inc
+$5.0M
32,895
+50%
增持
ADP
Automatic Data Processing Inc
+$4.4M
39,769
+66%
增持
—
JPMorgan Exchange Traded Fund
+$4.2M
91,400
+916%
增持
AMGN
Amgen Inc
+$4.1M
31,865
+84%
增持
—
Accenture PLC Ireland Class A
+$4.0M
26,882
+76%
增持
JNJ
Johnson & Johnson
+$4.0M
63,379
+64%
增持
VMC
Vulcan Materials Co
+$3.9M
22,896
+123%
增持
—
Nextera Energy Inc
+$3.8M
137,598
+68%
减持
—
SPDR S&P 500 ETF Tr
+$3.8M
121,823
-3%
建仓
—
Ishares MSCI EMRG CHN
+$3.6M
63,205
增持
—
Rtx Corporation Com
+$3.6M
79,684
+61%
增持
BDX
Becton Dickinson & Co
+$3.6M
28,517
+99%
增持
—
MasterCard Incorporated Cl A
+$3.5M
15,369
+68%
增持
—
ASML Holding NV NY Registry
+$3.4M
5,868
+93%
增持
KO
Coca-Cola Co
+$3.4M
84,616
+177%
增持
—
Cisco Systems Inc
+$3.2M
138,547
+87%
减持
EEM
iShares MSCI Emerg Mkt ETF
-$3.1M
51,483
-61%
增持
KMB
Kimberly Clark Corp
+$3.1M
38,928
+146%
增持
APD
Air Prods & Chems Inc
+$3.0M
34,320
+76%
增持
—
Verizon Communications Inc
+$2.9M
119,890
+116%
增持
—
Medtronic PLC
+$2.9M
48,892
+203%
增持
—
iShares USA Quality Fctr
+$2.9M
101,666
+9%
增持
HON
Honeywell Intl Inc
+$2.9M
32,115
+81%
增持
LMT
Lockheed Martin Corp
+$2.8M
15,491
+65%
增持
USB
US Bancorp Del
+$2.7M
107,653
+120%
增持
—
BlackRock Inc
+$2.5M
12,239
+29%
减持
—
Invesco QQQ Ser 1
+$2.3M
77,618
-1%
增持
SBUX
Starbucks Corp
+$2.2M
59,290
+77%
增持
—
AbbVie Inc
+$2.1M
46,488
+13%
减持
IWF
iShares Russell 1000 Growth ET
+$1.9M
60,270
-1%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$1.9M
28,851
+1%
增持
INTC
Intel Corp
+$1.7M
105,781
+79%
增持
NKE
Nike Inc Cl B
+$1.7M
48,737
+81%
增持
APH
Amphenol Corp Cl A
+$1.5M
93,500
+0%
增持
PEP
PepsiCo Inc
+$1.5M
108,365
+5%
减持
—
MercadoLibre Inc
-$1.5M
962
-49%
增持
PG
Procter And Gamble Co
+$1.5M
43,915
+14%
建仓
—
Bunge Global Sa COM SHS
+$1.4M
13,805
增持
—
Exxon Mobil Corp
+$1.4M
22,758
+77%
建仓
CMI
Cummins Inc
+$1.3M
4,512
清仓
—
SPDR Bloomberg
-$1.3M
0
-100%
增持
NUE
Nucor Corp
+$1.3M
8,225
+283%
增持
—
Linde Plc SHS
+$1.2M
4,215
+129%
增持
CTAS
Cintas Corp
+$1.2M
1,994
+495%
清仓
—
Consolidated Water Co Inc
-$1.1M
0
-100%
增持
WMT
Wal-Mart Inc
+$1.1M
84,850
+237%
建仓
AOS
Smith A O
+$1.1M
12,424
建仓
SHW
Sherwin Williams Co
+$1.1M
3,177
增持
ADM
Archer Daniels Midland Co
+$1.1M
50,133
+74%
建仓
ROP
Roper Technologies Inc
+$1.0M
1,850
减持
—
SPDR S&P Mid Cap 400 ETF
+$1.0M
22,790
-1%
增持
IBM
International Business Machs C
+$1.0M
10,096
+83%
增持
—
Palantir Technologies Inc Cl A
+$1.0M
54,836
+277%
增持
IJH
iShares Core S&P Mcp ETF
+$1.0M
100,305
+447%
建仓
EXPD
Expeditors Intl Wash Inc
+$991.0K
8,152
建仓
DOV
Dover Corp
+$989.0K
5,583
增持
BRO
Brown & Brown Inc
+$948.0K
15,416
+173%
建仓
—
S&P Global Inc
+$941.0K
2,212
增持
GD
General Dynamics Corp
+$939.0K
4,045
+414%
清仓
GILD
Gilead Sciences Inc
-$922.0K
0
-100%
建仓
GPC
Genuine Parts Co
+$902.0K
5,820
增持
ITW
Illinois Tool Works Inc
+$899.0K
6,527
+101%
增持
EMR
Emerson Electric Co
+$898.0K
11,208
+192%
增持
LOW
Lowes Cos Inc
+$893.0K
4,966
+197%
建仓
ATO
Atmos Energy Corp COM
+$884.0K
7,434
增持
ABT
Abbott Laboratories
+$881.0K
47,743
+16%
增持
—
Target Corp
+$878.0K
10,656
+50%
建仓
—
Pentair Inc
+$864.0K
10,111
减持
VYM
Vanguard High Div Yield
+$862.0K
115,552
-2%
增持
AFL
Aflac Inc
+$861.0K
17,364
+127%
增持
IJR
iShares S&P Smallcap ETF
+$861.0K
39,072
+22%
减持
VTV
Vanguard Value ETF
+$856.0K
77,716
-2%
建仓
FISV
Fiserv Inc
+$855.0K
5,351
减持
DIS
Disney Walt Co Disney
+$845.0K
38,338
-10%
建仓
—
On Hldng Ag CHF0.1 A
+$844.0K
23,845
减持
—
Zoetis Inc Cl A
-$835.0K
25,474
-2%
增持
VXF
Vanguard Index Funds EXTEND MK
+$833.0K
42,755
+6%
建仓
WST
West Pharmaceutical Svsc Inc
+$823.0K
2,081
增持
—
First Trust ETF Muni High Inc
+$822.0K
114,338
+16%
建仓
SYY
Sysco Corp
+$815.0K
10,036
增持
URI
United Rentals Inc
+$809.0K
5,014
+2%
建仓
CHD
Church & Dwight Inc
+$802.0K
7,684
增持
IWD
iShares Russell 1000 Val ETF
+$797.0K
43,390
+3%
清仓
SYK
Stryker Corp
-$782.0K
0
-100%
建仓
BEN
Franklin Resources Inc
+$774.0K
27,527
建仓
CLX
Clorox Co Del Com
+$764.0K
4,990
增持
—
Crowdstrike Holdings Inc Cl A
+$744.0K
7,500
+15%
增持
CINF
Cincinnati Financial Corp
+$737.0K
8,502
+176%
增持
ED
Consolidated Edison Inc
+$724.0K
15,128
+112%
增持
CL
Colgate Palmolive Co
+$703.0K
10,422
+253%
增持
ECL
Ecolab Inc
+$699.0K
5,873
+77%
增持
PPG
PPG Industries Inc
+$696.0K
14,405
+55%
增持
—
Samsara Inc COM CL A
+$686.0K
42,000
+56%
增持
—
Tesla Inc
-$678.0K
9,850
+2%
增持
LULU
Lululemon Athletica Inc
-$676.0K
6,787
+4%
建仓
NDSN
Nordson Corp
+$653.0K
2,377
增持
LLY
Lilly Eli & Co
+$637.0K
3,166
+1%
增持
MKC
McCormick & Co Inc Non Vtg
+$627.0K
10,900
+256%
增持
—
Meta Platforms, Inc
+$626.0K
3,654
+13%
减持
—
Alphabet Inc Cap Stock Cl C
+$625.0K
68,530
-2%
建仓
—
Amcor Plc ORD
+$612.0K
64,345
建仓
FRT
Federal Realty Inv Tr SH BEN I
+$588.0K
5,760
建仓
O
Realty Income Corp
+$579.0K
10,698
增持
—
Eaton Corp PLC
+$578.0K
6,951
+5%
建仓
ALB
Albemarle Corp
+$570.0K
4,330
增持
MCD
McDonalds Corp
+$567.0K
16,014
+20%
增持
—
Price T Rowe Group Inc
+$561.0K
7,235
+142%
减持
—
Skyx Platforms Corp Com
-$561.0K
23,150
-94%
建仓
HRL
Hormel Foods Corp
+$556.0K
15,947
清仓
—
AT&T Inc
-$534.0K
0
-100%
建仓
ESS
Essex Property Tr Inc COM
+$533.0K
2,176
减持
IBB
iShares NASDAQ Biotech
-$532.0K
22,211
-16%
建仓
BF/B
Brown Forman Corp Cl B
+$496.0K
9,609
建仓
SJM
Smucker J M Co
+$483.0K
3,836
减持
—
UnitedHealth Group Inc
-$454.0K
12,346
-1%
建仓
—
C H Robinson Worldwide Inc
+$450.0K
5,914
增持
—
Adobe Inc
-$447.0K
6,080
+3%
减持
—
Celsius Holdings Inc New
-$441.0K
18,044
-49%
增持
RMD
ResMed Inc
+$432.0K
9,286
+14%
减持
—
Shockwave Med Inc
-$419.0K
5,668
-52%
增持
TMO
Thermo Fisher Scientific Inc
+$404.0K
5,102
+6%
建仓
—
3M Co
+$388.0K
3,662
增持
—
FT S&P 500 Dividend Aristocrat
+$387.0K
164,556
+1%
减持
—
Costco Wholesale Corp
+$376.0K
12,600
-6%
增持
EFA
iShares MSCI EAFE ETF
+$373.0K
39,611
+7%
建仓
SWK
Stanley Black & Decker Inc
+$371.0K
3,788
增持
—
Invesco Exchange Traded Fund T
+$371.0K
8,621
+25%
建仓
BMO
Bank Montreal Que
+$352.0K
3,600
减持
AGG
iShares Core US Aggbd Et
-$348.0K
23,016
-12%
增持
—
Pacer Funds Tr US CASH COWS 10
+$340.0K
37,157
+6%
增持
IVV
IShares Core S&P 500 ETF
+$340.0K
2,267
+27%
建仓
FAST
Fastenal Co
+$336.0K
4,355
增持
—
Goldman Sachs Group Inc
+$321.0K
6,855
+4%
清仓
NSRGY
Nestle S A
-$318.0K
0
-100%
增持
—
Sea Ltd Sponsord ADS
+$314.0K
16,994
+15%
建仓
VEA
Vanguard FTSE Developed Mkts E
+$309.0K
6,168
增持
—
JPMorgan Equity Premium Income
+$307.0K
72,313
+3%
增持
TLT
iShares 20 Yr Tr Bond ETF
-$304.0K
151,588
+2%
减持
—
Visa Inc Cl A
+$291.0K
27,002
-3%
增持
ZBRA
Zebra Technologies Corp Cl A
+$289.0K
6,428
+7%
