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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 16
增持 56
减持 63
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$5.4M
71,978
-19%
减持
—
Merck & Co Inc
-$4.7M
77,289
-29%
清仓
NKE
Nike Inc Cl B
-$4.6M
0
-100%
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。
减持
CAT
Caterpillar Inc
-$4.5M
27,008
-27%
减持
—
JPMorgan Chase & Co
-$4.2M
46,845
-31%
减持
HD
Home Depot Inc
-$4.1M
24,846
-24%
减持
CVX
Chevron Corp
-$4.0M
66,130
-27%
减持
—
Accenture PLC Ireland Class A
-$3.8M
18,205
-32%
减持
VMC
Vulcan Materials Co
-$3.2M
12,190
-47%
减持
—
Cisco Systems Inc
-$3.1M
79,533
-43%
减持
JNJ
Johnson & Johnson
-$3.0M
47,769
-25%
减持
—
MasterCard Incorporated Cl A
-$2.9M
10,163
-34%
减持
SBUX
Starbucks Corp
-$2.9M
32,595
-45%
减持
—
Chubb Limited
-$2.9M
29,036
-27%
增持
—
Invesco QQQ Ser 1
+$2.7M
77,627
+0%
减持
INTC
Intel Corp
-$2.7M
65,104
-38%
减持
ADP
Automatic Data Processing Inc
-$2.5M
31,166
-22%
减持
AMZN
Amazon.com Inc
-$2.5M
82,710
-19%
减持
BDX
Becton Dickinson & Co
-$2.4M
19,920
-30%
减持
USB
US Bancorp Del
-$2.4M
61,055
-43%
减持
ADM
Archer Daniels Midland Co
-$2.4M
12,600
-75%
减持
HON
Honeywell Intl Inc
-$2.4M
19,857
-38%
减持
—
Rtx Corporation Com
-$2.3M
54,059
-32%
增持
—
iShares USA Quality Fctr
+$2.3M
111,578
+10%
增持
IWF
iShares Russell 1000 Growth ET
+$2.2M
61,710
+2%
建仓
TOL
Toll Brothers Inc
+$2.2M
18,900
减持
—
BlackRock Inc
-$2.1M
10,255
-16%
减持
—
ASML Holding NV NY Registry
-$2.1M
3,546
-40%
减持
LMT
Lockheed Martin Corp
-$2.0M
10,743
-31%
减持
KO
Coca-Cola Co
-$1.9M
50,827
-40%
减持
AMGN
Amgen Inc
-$1.9M
23,046
-28%
清仓
—
Shockwave Med Inc
-$1.8M
0
-100%
建仓
—
Intuitive Surgical Inc
+$1.8M
4,038
减持
APD
Air Prods & Chems Inc
-$1.8M
25,266
-26%
减持
—
Medtronic PLC
-$1.8M
31,490
-36%
增持
—
Sea Ltd Sponsord ADS
+$1.8M
37,505
+121%
减持
—
Alphabet Inc Cap Stock Cl A
+$1.7M
129,767
-11%
减持
KMB
Kimberly Clark Corp
-$1.7M
24,459
-37%
减持
—
Verizon Communications Inc
-$1.6M
83,392
-30%
清仓
—
Samsara Inc COM CL A
-$1.6M
0
-100%
减持
—
Tesla Inc
-$1.5M
1,038
-89%
减持
—
Alphabet Inc Cap Stock Cl C
+$1.5M
64,991
-5%
减持
—
Nextera Energy Inc
-$1.5M
103,225
-25%
增持
—
Palantir Technologies Inc Cl A
+$1.4M
104,599
+91%
减持
DIS
Disney Walt Co Disney
-$1.3M
34,220
-11%
减持
—
Costco Wholesale Corp
+$1.3M
12,335
-2%
减持
—
AbbVie Inc
-$1.2M
42,611
-8%
增持
APH
Amphenol Corp Cl A
-$1.1M
143,062
+53%
增持
BND
Vanguard Total Bond Mkt
+$1.1M
97,703
+20%
建仓
TSM
Taiwan Semiconductor Mfg Ltd S
+$1.1M
6,285
增持
—
NVIDIA Corp
+$972.0K
244,237
+656%
增持
VXF
Vanguard Index Funds EXTEND MK
+$936.0K
49,944
+17%
减持
IGLB
iShares 10 YR INVST GRD
-$866.0K
158,236
-7%
建仓
—
Transmedics Group Inc COM
+$856.0K
5,681
增持
—
Ishares MSCI EMRG CHN
+$840.0K
75,654
+20%
增持
—
Adobe Inc
+$813.0K
6,987
+15%
减持
—
Eaton Corp PLC
-$778.0K
4,452
-36%
减持
VYM
Vanguard High Div Yield
-$752.0K
111,542
-3%
建仓
SYK
Stryker Corp
+$684.0K
2,011
建仓
—
Super Micro Computer Inc COM
+$683.0K
833
增持
EFA
iShares MSCI EAFE ETF
+$677.0K
49,026
+24%
增持
—
CoStar Group Inc
+$638.0K
25,823
+96%
增持
PEP
PepsiCo Inc
-$615.0K
111,261
+3%
减持
WMT
Wal-Mart Inc
+$540.0K
83,377
-2%
减持
—
Visa Inc Cl A
-$534.0K
26,678
-1%
减持
—
SPDR S&P 500 ETF Tr
-$532.0K
116,110
-5%
增持
—
UnitedHealth Group Inc
+$530.0K
13,034
+6%
减持
—
SPDR S&P Mid Cap 400 ETF
-$526.0K
22,715
-0%
增持
LULU
Lululemon Athletica Inc
-$504.0K
7,188
+6%
建仓
—
Kenvue Inc COM
+$499.0K
27,460
增持
—
Bunge Global Sa COM SHS
+$498.0K
17,915
+30%
增持
—
Broadcom Inc
+$492.0K
1,378
+6%
增持
TXN
Texas Instruments Inc
+$484.0K
18,534
+3%
增持
IVW
iShares S&P 500 Growth ETF
+$476.0K
16,412
+33%
增持
—
Exxon Mobil Corp
+$462.0K
26,991
+19%
减持
VTV
Vanguard Value ETF
-$448.0K
76,109
-2%
建仓
VNQ
Vanguard Real Estate ETF
+$445.0K
5,307
增持
ABT
Abbott Laboratories
-$424.0K
48,148
+1%
增持
FAST
Fastenal Co
+$423.0K
12,081
+177%
减持
—
First Trust ETF TCW Unconstrai
-$420.0K
491,856
-3%
增持
—
Celsius Holdings Inc New
-$415.0K
18,937
+5%
清仓
—
Pioneer Natural Resources Co
-$403.0K
0
-100%
增持
—
Goldman Sachs Group Inc
+$399.0K
7,212
+5%
清仓
—
3M Co
-$388.0K
0
-100%
建仓
—
EOG Resources Inc
+$380.0K
3,022
减持
TJX
TJX Cos Inc
+$376.0K
51,529
-1%
建仓
—
Shopify Inc Cl A
+$376.0K
5,695
减持
NUE
Nucor Corp
-$360.0K
8,020
-2%
建仓
—
O'reilly Automotive Inc
+$321.0K
304
建仓
IWP
iShares Rus Mid Cap Growth ETF
+$315.0K
2,856
减持
LLY
Lilly Eli & Co
+$310.0K
3,063
-3%
增持
PG
Procter And Gamble Co
+$306.0K
45,056
+3%
减持
—
First Trust ETF Muni High Inc
-$303.0K
107,733
-6%
建仓
IWS
iShares Rus Mid Cap Value ETF
+$302.0K
2,500
清仓
TIP
iShares TIPS Bond ETF
-$294.0K
0
-100%
建仓
IWN
iShares Rus 2000 Val ETF
+$294.0K
1,928
增持
ZBRA
Zebra Technologies Corp Cl A
+$288.0K
7,206
+12%
增持
—
iShares Floating Rate Nt ETF
+$287.0K
22,490
+33%
减持
—
Pacer Funds Tr US CASH COWS 10
-$287.0K
34,358
-8%
清仓
BMY
Bristol-Myers Squibb Co
-$287.0K
0
-100%
增持
DE
Deere & Co
+$285.0K
2,836
+50%
增持
—
FT S&P 500 Dividend Aristocrat
-$284.0K
169,319
+3%
增持
TMO
Thermo Fisher Scientific Inc
+$281.0K
5,869
+15%
减持
PPG
PPG Industries Inc
-$274.0K
14,400
-0%
清仓
—
Fidelity Natl Information Serv
-$251.0K
0
-100%
增持
—
Veralto Corp COM SHS
+$250.0K
8,087
+37%
增持
NOC
Northrop Grumman Corp
-$248.0K
9,690
+4%
清仓
MDLZ
Mondelez Intl Inc Cl A
-$248.0K
0
-100%
增持
URI
United Rentals Inc
-$241.0K
5,218
+4%
增持
BRK/B
Berkshire Hathaway Inc Cl B
-$234.0K
29,249
+1%
清仓
VEEV
Veeva Systems Inc CL A COM
-$232.0K
0
-100%
清仓
OSK
Oshkosh Corp
-$224.0K
0
-100%
增持
—
Target Corp
-$223.0K
11,246
+6%
清仓
—
Proshares S&P MDCP 400 DIV
-$210.0K
0
-100%
清仓
—
Dimensional ETF Trust US Core
-$210.0K
0
-100%
清仓
WBS
Webster Financial Corp CT
-$205.0K
0
-100%
清仓
OXY
Occidental Petroleum Corp
-$203.0K
0
-100%
建仓
BHB
Bar Harbor Bankshares COM
+$201.0K
7,493
增持
—
Ares Capital Corp
+$192.0K
229,713
+4%
减持
SHW
Sherwin Williams Co
-$183.0K
3,082
-3%
减持
VBR
Vanguard Small Cap Val ETF
-$180.0K
14,007
-2%
增持
PH
Parker Hannifin Corp
+$175.0K
1,911
+34%
增持
—
iShares Intl Quality Factor
+$175.0K
45,561
+13%
增持
—
MercadoLibre Inc
+$174.0K
991
+3%
增持
MCD
McDonalds Corp
+$170.0K
18,385
+15%
增持
CNA
Cna Financial Corp COM
+$163.0K
20,265
+19%
增持
—
JPMorgan Equity Premium Income
+$159.0K
76,618
+6%
增持
BEN
Franklin Resources Inc
-$158.0K
27,576
+0%
增持
RMD
ResMed Inc
+$151.0K
10,398
+12%
减持
WST
West Pharmaceutical Svsc Inc
-$151.0K
2,040
-2%
建仓
—
Healthcare Trust Inc
+$146.0K
11,235
增持
IWO
iShares Rus 2000 Growth ETF
+$144.0K
2,127
+39%
增持
ALB
Albemarle Corp
-$140.0K
4,505
+4%
减持
AAPL
Apple Inc.
-$140.0K
261,287
-19%
增持
ITW
Illinois Tool Works Inc
-$139.0K
6,803
+4%
增持
—
Zeta Global Holdings Corp CL A
+$137.0K
15,424
+25%
增持
CMG
Chipotle Mexican Grill Inc
+$136.0K
6,400
+6933%
增持
—
Zoetis Inc Cl A
+$133.0K
25,633
+1%
减持
IWR
iShares Rus Mid Cap ETF
-$130.0K
15,182
-6%
减持
—
Invesco Exchange Traded Fund T
-$129.0K
19,060
-14%
减持
AGG
iShares Core US Aggbd Et
-$121.0K
21,975
-5%
减持
AMD
Advanced Micro Devices Inc
-$121.0K
3,630
-8%
增持
—
On Hldng Ag CHF0.1 A
+$119.0K
24,820
+4%
减持
—
Comcast Corp Cl A
-$115.0K
9,105
-16%
减持
AOS
Smith A O
-$114.0K
12,190
-2%
增持
WSO
Watsco Inc
+$113.0K
1,925
+7%
增持
IVV
IShares Core S&P 500 ETF
+$111.0K
2,381
+5%
增持
—
iShares Core MSCI Emerg Mkt
+$109.0K
30,107
+3%
减持
GPC
Genuine Parts Co
-$106.0K
5,755
-1%
增持
ACWX
iShares MSCI ACWI ex-US Index
+$106.0K
7,673
+36%
