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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 89
减持 37
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
—
SPDR S&P 500 ETF Tr
-$44.1M
31,892
-71%
减持
—
Invesco QQQ Ser 1
-$30.6M
5,539
-92%
建仓
—
Blackrock Inc COM
+$13.5M
13,131
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。
清仓
—
BlackRock Inc
-$12.3M
0
-100%
减持
—
SPDR S&P Mid Cap 400 ETF
-$11.2M
2,985
-87%
减持
VTV
Vanguard Value ETF
-$9.5M
21,257
-72%
增持
—
NVIDIA Corp
+$4.4M
306,679
+1%
减持
AAPL
Apple Inc.
-$4.2M
248,764
-13%
增持
—
Palantir Technologies Inc Cl A
+$4.2M
108,654
+1%
清仓
—
Bunge Global Sa COM SHS
-$4.1M
0
-100%
增持
AMZN
Amazon.com Inc
+$3.9M
108,372
+2%
增持
—
iShares USA Quality Fctr
+$3.5M
139,976
+17%
减持
—
Alphabet Inc Cap Stock Cl A
-$3.5M
116,554
-24%
增持
VXF
Vanguard Index Funds EXTEND MK
+$3.4M
74,400
+26%
减持
TLT
iShares 20 Yr Tr Bond ETF
-$3.1M
152,989
-9%
增持
—
JPMorgan Chase & Co
+$2.4M
73,032
+2%
减持
IBB
iShares NASDAQ Biotech
-$2.3M
6,300
-71%
减持
AMGN
Amgen Inc
-$2.2M
34,853
-0%
增持
PEP
PepsiCo Inc
-$1.8M
113,126
+1%
减持
VWO
Vanguard FTSE Emerg Mkt ETF
-$1.7M
11,275
-75%
增持
—
Nextera Energy Inc
-$1.6M
151,698
+2%
增持
—
Astera Laboratories Inc COM
+$1.6M
18,400
+15%
增持
LMT
Lockheed Martin Corp
-$1.5M
17,314
+2%
增持
—
Merck & Co Inc
-$1.5M
113,861
+1%
减持
EEM
iShares MSCI Emerg Mkt ETF
-$1.4M
7,041
-81%
建仓
—
Credo Technology Group Holding
+$1.3M
20,050
增持
—
Alphabet Inc Cap Stock Cl C
+$1.3M
48,802
+2%
增持
IWD
iShares Russell 1000 Val ETF
+$1.2M
56,271
+16%
增持
—
Visa Inc Cl A
+$1.2M
26,907
+1%
增持
—
iShares Core MSCI EAFE
+$1.1M
59,179
+53%
减持
—
Transmedics Group Inc COM
-$1.1M
3,271
-61%
清仓
TSM
Taiwan Semiconductor Mfg Ltd S
-$1.0M
0
-100%
增持
—
First Trust ETF Muni High Inc
+$1.0M
165,903
+17%
增持
JNJ
Johnson & Johnson
-$953.0K
69,864
+2%
建仓
—
Kayne Anderson Bdc Inc COM SHS
+$927.0K
56,055
增持
—
Cisco Systems Inc
+$923.0K
145,333
+1%
减持
AMD
Advanced Micro Devices Inc
-$915.0K
2,356
-68%
增持
—
Goldman Sachs Group Inc
+$855.0K
8,131
+6%
减持
IGLB
iShares 10 YR INVST GRD
-$847.0K
147,855
-3%
增持
—
AbbVie Inc
-$831.0K
42,181
+0%
增持
IJH
iShares Core S&P Mcp ETF
+$831.0K
116,011
+13%
减持
IWF
iShares Russell 1000 Growth ET
+$830.0K
59,064
-3%
增持
—
Broadcom Inc
+$829.0K
13,832
+0%
增持
BND
Vanguard Total Bond Mkt
+$828.0K
159,087
+13%
增持
ADP
Automatic Data Processing Inc
+$825.0K
43,620
+1%
减持
—
First Trust ETF TCW Unconstrai
-$801.0K
434,490
-5%
建仓
BLV
Vanguard Bond Index Funds LONG
+$800.0K
11,690
增持
TOL
Toll Brothers Inc
-$796.0K
36,260
+4%
增持
SCHJ
Schwab 1 5YR CORP BD
+$792.0K
151,814
+159%
增持
—
UnitedHealth Group Inc
-$783.0K
10,583
+1%
增持
CAT
Caterpillar Inc
-$778.0K
40,267
+2%
清仓
—
Marathon Oil Corp
-$724.0K
0
-100%
减持
WMT
Wal-Mart Inc
+$699.0K
77,198
-1%
增持
—
Zoetis Inc Cl A
-$687.0K
26,191
+3%
增持
—
FT S&P 500 Dividend Aristocrat
+$659.0K
211,742
+16%
增持
—
ConocoPhillips
+$632.0K
21,064
+52%
清仓
—
Ishares 0-3 MNTH TREASRY
-$624.0K
0
-100%
增持
—
Ishares MSCI EMRG CHN
+$608.0K
104,321
+23%
增持
IJR
iShares S&P Smallcap ETF
+$600.0K
44,620
+15%
减持
HON
Honeywell Intl Inc
+$595.0K
33,969
-1%
增持
—
MasterCard Incorporated Cl A
+$589.0K
16,754
+0%
减持
EFA
iShares MSCI EAFE ETF
-$571.0K
47,017
-5%
增持
—
Sea Ltd Sponsord ADS
+$557.0K
39,396
+3%
增持
—
ASML Holding NV NY Registry
-$530.0K
8,858
+11%
增持
KMB
Kimberly Clark Corp
+$503.0K
50,247
+18%
增持
—
Tesla Inc
+$489.0K
2,307
+36%
增持
—
Verizon Communications Inc
-$486.0K
146,376
+4%
减持
DIS
Disney Walt Co Disney
+$484.0K
32,656
-0%
增持
—
Medtronic PLC
-$484.0K
55,009
+2%
增持
ZBRA
Zebra Technologies Corp Cl A
+$439.0K
8,458
+11%
减持
DHR
Danaher Corp
-$418.0K
7,193
-3%
增持
KO
Coca-Cola Co
+$414.0K
110,901
+23%
增持
RSG
Republic Services Inc
+$404.0K
6,525
+44%
清仓
BMO
Bank Montreal Que
-$386.0K
0
-100%
建仓
VNQ
Vanguard Real Estate ETF
+$383.0K
4,303
减持
—
Target Corp
-$377.0K
10,604
-9%
减持
—
MercadoLibre Inc
-$374.0K
981
-1%
增持
URI
United Rentals Inc
-$374.0K
5,749
+5%
增持
—
Rtx Corporation Com
-$372.0K
85,904
+1%
减持
VYM
Vanguard High Div Yield
-$353.0K
117,620
-2%
减持
LULU
Lululemon Athletica Inc
-$336.0K
4,732
-40%
增持
TMO
Thermo Fisher Scientific Inc
-$332.0K
6,672
+9%
增持
—
Invesco Exchange Traded Fund T
+$331.0K
11,617
+22%
增持
—
Meta Platforms, Inc
+$329.0K
7,037
+6%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$327.0K
30,991
+4%
增持
USB
US Bancorp Del
+$327.0K
118,033
+1%
增持
NOC
Northrop Grumman Corp
-$324.0K
10,007
+5%
减持
—
Invesco Exchange Traded Fund T
-$322.0K
13,443
-26%
增持
BDX
Becton Dickinson & Co
-$317.0K
32,337
+2%
清仓
—
SPDR Portfolio Agrgte
-$305.0K
0
-100%
减持
AGG
iShares Core US Aggbd Et
-$301.0K
18,370
-11%
减持
—
Costco Wholesale Corp
+$292.0K
13,074
-1%
增持
SBUX
Starbucks Corp
-$290.0K
58,634
+1%
建仓
—
Invesco Actvely Mgd Etc Fd Tr
+$287.0K
22,066
增持
TJX
TJX Cos Inc
+$275.0K
52,512
+2%
增持
—
Jpmorgan Etf NASDAQ EQT PREM
+$274.0K
72,521
+4%
减持
—
iShares Intl Quality Factor
-$270.0K
42,711
-4%
增持
LLY
Lilly Eli & Co
-$257.0K
3,275
+4%
增持
NUE
Nucor Corp
-$250.0K
8,195
+2%
增持
CMI
Cummins Inc
+$247.0K
4,984
+8%
建仓
GILD
Gilead Sciences Inc
+$237.0K
2,569
增持
AOS
Smith A O
-$235.0K
12,615
+3%
增持
—
Shopify Inc Cl A
+$230.0K
7,080
+9%
清仓
SHY
iShares 1 3 Yr Treas Bond
-$224.0K
0
-100%
建仓
WBS
Webster Financial Corp CT
+$223.0K
4,039
增持
MRVL
Marvell Technology Group Ltd
+$222.0K
4,901
+11%
清仓
SYK
Stryker Corp
-$221.0K
0
-100%
增持
—
Adobe Inc
-$219.0K
7,248
+9%
增持
—
Netflix Inc
+$216.0K
620
+31%
清仓
AMAT
Applied Materials Inc
-$216.0K
0
-100%
增持
SWK
Stanley Black & Decker Inc
-$216.0K
8,147
+3%
增持
VMC
Vulcan Materials Co
+$209.0K
24,905
+1%
清仓
MDLZ
Mondelez Intl Inc Cl A
-$207.0K
0
-100%
清仓
PSX
Phillips 66
-$206.0K
0
-100%
建仓
DXCM
DexCom Inc
+$205.0K
2,630
建仓
—
Pinnacle Finl Partners Inc
+$204.0K
1,783
清仓
—
Carrier Global Corporation
-$201.0K
0
-100%
增持
GBTC
Grayscale Bitcoin Trust Etf Sh
+$200.0K
5,513
+34%
减持
—
Crowdstrike Holdings Inc Cl A
+$199.0K
6,821
-10%
增持
—
Intuitive Surgical Inc
+$196.0K
4,176
+3%
减持
—
Datadog Inc Cl A
+$193.0K
18,038
-13%
增持
EMR
Emerson Electric Co
+$192.0K
11,210
+2%
增持
—
Linde Plc SHS
-$191.0K
4,382
+3%
减持
—
Vanguard Health Care ETF
-$188.0K
6,344
-0%
增持
—
Zeta Global Holdings Corp CL A
-$181.0K
16,206
+2%
增持
PH
Parker Hannifin Corp
+$168.0K
1,758
+17%
增持
PPG
PPG Industries Inc
-$168.0K
15,185
+2%
增持
—
SPDR S&P Dividend ETF
+$165.0K
8,855
+25%
增持
ED
Consolidated Edison Inc
-$161.0K
17,389
+6%
减持
—
ProShares S&P 500 Dv Arist
-$158.0K
7,724
-11%
增持
HD
Home Depot Inc
+$157.0K
37,113
+5%
增持
DOW
Dow Inc
-$156.0K
12,792
+5%
清仓
—
Healthcare Trust Inc
-$145.0K
0
-100%
增持
EXPD
Expeditors Intl Wash Inc
-$139.0K
8,340
+3%
增持
MS
Morgan Stanley
+$139.0K
5,422
+4%
增持
MSFT
Microsoft Corp
+$139.0K
93,462
+2%
减持
BF/B
Brown Forman Corp Cl B
-$136.0K
9,123
-7%
增持
—
On Hldng Ag CHF0.1 A
+$129.0K
26,431
+0%
增持
TXN
Texas Instruments Inc
+$128.0K
21,313
+14%
增持
—
CME Group Inc Cl A
+$127.0K
7,070
+3%
增持
GD
General Dynamics Corp
-$127.0K
4,272
+3%
减持
—
Pacer Funds Tr US CASH COWS 10
-$123.0K
30,588
-4%
增持
—
Blackstone Inc
+$122.0K
4,338
+6%
增持
—
JPMorgan Equity Premium Income
-$120.0K
62,762
+0%
增持
—
iShares Floating Rate Nt ETF
+$119.0K
24,585
+11%
增持
CVX
Chevron Corp
+$119.0K
99,769
+3%
增持
—
Exxon Mobil Corp
-$119.0K
27,930
+5%
减持
SJM
Smucker J M Co
-$117.0K
3,320
-17%
增持
—
Chubb Limited
+$117.0K
44,600
+5%
减持
O
Realty Income Corp
-$113.0K
10,585
-1%
