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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 89
减持 28
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc.
+$11.5M
285,536
+9%
增持
MSFT
Microsoft Corp
+$7.1M
91,227
+27%
增持
—
NVIDIA Corp
+$6.7M
303,244
+24%
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
+$6.4M
39,336
+46%
增持
HD
Home Depot Inc
+$5.7M
35,243
+42%
增持
—
JPMorgan Chase & Co
+$5.7M
71,876
+53%
增持
—
Nextera Energy Inc
+$5.2M
148,123
+43%
增持
—
Accenture PLC Ireland Class A
+$5.1M
30,068
+65%
增持
—
Rtx Corporation Com
+$4.9M
85,122
+57%
增持
LMT
Lockheed Martin Corp
+$4.9M
16,905
+57%
增持
—
Chubb Limited
+$4.8M
42,326
+46%
增持
APD
Air Prods & Chems Inc
+$4.8M
37,947
+50%
增持
ADP
Automatic Data Processing Inc
+$4.5M
43,163
+38%
增持
—
BlackRock Inc
+$4.2M
12,933
+26%
增持
AMGN
Amgen Inc
+$4.1M
35,025
+52%
增持
JNJ
Johnson & Johnson
+$4.1M
68,227
+43%
增持
CVX
Chevron Corp
+$4.0M
97,318
+47%
减持
—
Alphabet Inc Cap Stock Cl C
-$3.9M
47,811
-26%
增持
AMZN
Amazon.com Inc
+$3.9M
106,762
+29%
增持
—
Cisco Systems Inc
+$3.9M
144,331
+81%
增持
—
MasterCard Incorporated Cl A
+$3.7M
16,673
+64%
减持
—
Invesco QQQ Ser 1
-$3.7M
68,594
-12%
增持
BND
Vanguard Total Bond Mkt
+$3.6M
141,283
+45%
增持
KO
Coca-Cola Co
+$3.3M
90,323
+78%
增持
—
Merck & Co Inc
+$3.2M
112,610
+46%
增持
TOL
Toll Brothers Inc
+$3.2M
34,717
+84%
增持
VMC
Vulcan Materials Co
+$3.2M
24,744
+103%
增持
SBUX
Starbucks Corp
+$3.1M
57,855
+77%
增持
—
ASML Holding NV NY Registry
+$3.0M
8,004
+126%
增持
BDX
Becton Dickinson & Co
+$3.0M
31,741
+59%
建仓
SCHJ
Schwab 1 5YR CORP BD
+$2.9M
58,618
增持
—
Verizon Communications Inc
+$2.9M
141,169
+69%
增持
USB
US Bancorp Del
+$2.9M
116,317
+91%
增持
HON
Honeywell Intl Inc
+$2.8M
34,242
+72%
增持
KMB
Kimberly Clark Corp
+$2.7M
42,742
+75%
增持
—
Medtronic PLC
+$2.4M
54,180
+72%
增持
—
iShares USA Quality Fctr
+$2.3M
119,307
+7%
增持
VXF
Vanguard Index Funds EXTEND MK
+$2.3M
59,009
+18%
增持
—
Bunge Global Sa COM SHS
+$2.1M
41,976
+134%
增持
VYM
Vanguard High Div Yield
+$2.1M
119,813
+7%
增持
TLT
iShares 20 Yr Tr Bond ETF
+$2.1M
167,671
+7%
清仓
INTC
Intel Corp
-$2.0M
0
-100%
增持
—
Alphabet Inc Cap Stock Cl A
+$2.0M
154,342
+19%
增持
—
Meta Platforms, Inc
+$1.9M
6,622
+80%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$1.8M
29,811
+2%
增持
—
First Trust ETF Muni High Inc
+$1.8M
141,202
+31%
增持
—
FT S&P 500 Dividend Aristocrat
+$1.4M
183,067
+8%
增持
IWD
iShares Russell 1000 Val ETF
+$1.4M
48,365
+9%
增持
—
Palantir Technologies Inc Cl A
+$1.4M
107,862
+3%
增持
—
Costco Wholesale Corp
+$1.2M
13,183
+7%
清仓
—
Celsius Holdings Inc New
-$1.1M
0
-100%
增持
URI
United Rentals Inc
+$1.0M
5,463
+5%
减持
—
AbbVie Inc
+$1.0M
42,166
-1%
增持
—
Sea Ltd Sponsord ADS
+$944.0K
38,432
+2%
增持
—
iShares Core MSCI EAFE
+$907.0K
38,749
+33%
建仓
—
Global X Funds US Infr Dev ETF
+$882.0K
21,418
减持
VTV
Vanguard Value ETF
+$860.0K
74,861
-2%
增持
—
Jpmorgan Etf NASDAQ EQT PREM
+$857.0K
69,460
+30%
建仓
—
Astera Laboratories Inc COM
+$838.0K
16,000
增持
RMD
ResMed Inc
+$830.0K
11,550
+11%
减持
NOC
Northrop Grumman Corp
+$795.0K
9,506
-2%
减持
—
SPDR S&P Mid Cap 400 ETF
+$740.0K
22,635
-0%
增持
—
Crowdstrike Holdings Inc Cl A
-$739.0K
7,611
+1%
增持
—
Ishares MSCI EMRG CHN
+$698.0K
84,713
+12%
增持
—
iShares Core MSCI Emerg Mkt
+$692.0K
40,140
+33%
清仓
—
Super Micro Computer Inc COM
-$683.0K
0
-100%
增持
PEP
PepsiCo Inc
+$662.0K
111,801
+0%
减持
WMT
Wal-Mart Inc
+$631.0K
77,716
-7%
建仓
—
Ishares 0-3 MNTH TREASRY
+$624.0K
6,197
减持
—
JPMorgan Equity Premium Income
-$612.0K
62,693
-18%
增持
AMD
Advanced Micro Devices Inc
+$611.0K
7,311
+101%
增持
ZBRA
Zebra Technologies Corp Cl A
+$602.0K
7,637
+6%
增持
IVV
IShares Core S&P 500 ETF
+$566.0K
3,241
+36%
增持
TMO
Thermo Fisher Scientific Inc
+$557.0K
6,148
+5%
减持
—
Datadog Inc Cl A
-$552.0K
20,723
-8%
建仓
—
iShares MSCI Jpn ETF
+$551.0K
7,704
清仓
—
SSGA SPDR ETFS Europe I PLC UC
-$549.0K
0
-100%
增持
—
Goldman Sachs Group Inc
+$539.0K
7,677
+6%
建仓
VBK
Vanguard Small Cap Growth ETF
+$535.0K
2,001
增持
IBM
International Business Machs C
+$527.0K
10,799
+0%
减持
—
First Trust ETF TCW Unconstrai
-$515.0K
458,040
-7%
减持
—
Zoetis Inc Cl A
+$510.0K
25,357
-1%
减持
—
UnitedHealth Group Inc
-$501.0K
10,497
-19%
增持
IWM
iShares Russell 2000 ETF
+$476.0K
6,326
+39%
增持
—
Transmedics Group Inc COM
+$472.0K
8,458
+49%
清仓
LQD
iShares iBoxx Inv Cp ETF
-$465.0K
0
-100%
减持
SYK
Stryker Corp
-$463.0K
611
-70%
增持
PG
Procter And Gamble Co
+$445.0K
45,475
+1%
清仓
VNQ
Vanguard Real Estate ETF
-$445.0K
0
-100%
减持
—
Adobe Inc
-$439.0K
6,648
-5%
增持
SWK
Stanley Black & Decker Inc
+$439.0K
7,897
+46%
增持
—
MercadoLibre Inc
+$413.0K
995
+0%
减持
EEM
iShares MSCI Emerg Mkt ETF
-$409.0K
36,198
-25%
增持
IJH
iShares Core S&P Mcp ETF
+$406.0K
102,665
+0%
减持
ABT
Abbott Laboratories
-$402.0K
40,352
-16%
增持
TJX
TJX Cos Inc
+$396.0K
51,633
+0%
减持
IWF
iShares Russell 1000 Growth ET
+$395.0K
60,976
-1%
建仓
IJJ
iShares S&P Mc 400VL ETF
+$391.0K
3,162
增持
UNP
Union Pacific Corp
+$386.0K
11,184
+7%
清仓
—
EOG Resources Inc
-$380.0K
0
-100%
减持
—
SPDR S&P 500 ETF Tr
-$360.0K
109,507
-6%
增持
—
On Hldng Ag CHF0.1 A
+$356.0K
26,307
+6%
增持
—
Starwood Property Trust Inc
+$339.0K
76,415
+19%
清仓
—
O'reilly Automotive Inc
-$321.0K
0
-100%
清仓
IWP
iShares Rus Mid Cap Growth ETF
-$315.0K
0
-100%
减持
—
Visa Inc Cl A
+$309.0K
26,590
-0%
清仓
IWS
iShares Rus Mid Cap Value ETF
-$302.0K
0
-100%
清仓
IWN
iShares Rus 2000 Val ETF
-$294.0K
0
-100%
增持
EFA
iShares MSCI EAFE ETF
+$286.0K
49,333
+1%
增持
—
Oracle Corp
+$280.0K
6,692
+10%
增持
VBR
Vanguard Small Cap Val ETF
+$279.0K
14,126
+1%
增持
DHR
Danaher Corp
+$276.0K
7,443
+4%
减持
MCD
McDonalds Corp
-$268.0K
14,507
-21%
减持
IWO
iShares Rus 2000 Growth ETF
-$266.0K
1,027
-52%
增持
TXN
Texas Instruments Inc
+$263.0K
18,724
+1%
增持
ED
Consolidated Edison Inc
+$262.0K
16,454
+1%
清仓
DXCM
DexCom Inc
-$260.0K
0
-100%
建仓
—
AT&T Inc
+$258.0K
11,714
增持
CMI
Cummins Inc
+$253.0K
4,601
+3%
减持
DIS
Disney Walt Co Disney
-$246.0K
32,765
-4%
增持
—
CME Group Inc Cl A
+$245.0K
6,868
+6%
建仓
C
Citigroup Inc
+$245.0K
3,907
减持
SAP
Sap SE Sp ADR
-$244.0K
4,346
-29%
增持
—
Tesla Inc
+$238.0K
1,693
+63%
增持
ITW
Illinois Tool Works Inc
+$234.0K
7,043
+4%
减持
IGLB
iShares 10 YR INVST GRD
+$233.0K
152,090
-4%
建仓
SPG
Simon Property Group Inc
+$232.0K
1,370
减持
IJR
iShares S&P Smallcap ETF
+$224.0K
38,829
-4%
增持
—
Travelers Companies Inc
+$220.0K
5,362
+5%
建仓
—
Targa Resources Corp COM
+$219.0K
1,481
建仓
IYR
iShares US Real Estate ETF
+$212.0K
2,078
建仓
VEEV
Veeva Systems Inc CL A COM
+$210.0K
1,000
建仓
BMY
Bristol-Myers Squibb Co
+$209.0K
4,033
建仓
—
Primerica Inc COM
+$207.0K
779
建仓
MDLZ
Mondelez Intl Inc Cl A
+$207.0K
2,815
建仓
—
Sap SE Ord NPV
+$207.0K
900
建仓
PM
Philip Morris Intl Inc
+$205.0K
1,688
建仓
—
Spdr BLOOMBERG CONV
+$203.0K
2,646
增持
—
Zeta Global Holdings Corp CL A
+$201.0K
15,846
+3%
建仓
—
Carrier Global Corporation
+$201.0K
2,492
建仓
HIMS
Hims & Hers Health Inc COM CL
+$188.0K
10,227
增持
—
Invesco Exchange Traded Fund T
+$177.0K
9,517
+2%
减持
—
Technology Select Sector SPDR
-$174.0K
1,883
-29%
减持
—
Cloudflare Inc Cl A
-$172.0K
2,941
-41%
减持
VWO
Vanguard FTSE Emerg Mkt ETF
+$172.0K
45,875
-1%
增持
GIS
General Mills Inc
+$171.0K
10,827
+9%
增持
PPG
PPG Industries Inc
+$169.0K
14,960
+4%
增持
—
Blackstone Inc
+$167.0K
4,088
+10%
增持
—
Broadcom Inc
+$166.0K
13,785
+900%
增持
ATO
Atmos Energy Corp COM
+$165.0K
7,405
+0%
