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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 77
减持 46
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
+$6.3M
217,766
-9%
减持
—
Alphabet Inc Cap Stock Cl A
+$6.2M
104,230
-4%
增持
—
iShares USA Quality Fctr
+$5.1M
187,733
+9%
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
VXF
Vanguard Index Funds EXTEND MK
+$5.0M
121,497
+14%
减持
—
NVIDIA Corp
+$4.9M
256,166
-6%
减持
—
First Trust ETF TCW Unconstrai
-$4.0M
222,387
-42%
建仓
—
Simplify Exchange Traded Funds
+$3.8M
164,562
减持
—
Alphabet Inc Cap Stock Cl C
+$2.9M
44,819
-1%
减持
IGLB
iShares 10 YR INVST GRD
-$2.8M
65,770
-47%
增持
IWD
iShares Russell 1000 Val ETF
+$2.8M
84,719
+14%
增持
—
Pimco MULTISECTOR BD
+$2.7M
167,972
+145%
增持
JNJ
Johnson & Johnson
+$2.2M
68,636
+0%
清仓
SFGV
Ea Series Trust CCM GLOBAL EQU
-$2.1M
0
-100%
增持
—
Pimco ACTIVE BD ETF
+$2.1M
36,755
+158%
建仓
—
Ea Series Trust CCM GLOBAL EQU
+$2.0M
63,774
增持
LHX
L3harris Technologies Inc
+$1.9M
34,755
+0%
减持
—
JPMorgan Chase & Co
+$1.9M
77,229
-1%
减持
—
Palantir Technologies Inc Cl A
+$1.8M
64,700
-11%
增持
BRK/B
Berkshire Hathaway Inc Cl B
+$1.8M
35,277
+8%
增持
VTEB
Vanguard Muni Bond Funds TAX E
+$1.8M
48,314
+265%
增持
—
Blackrock Inc COM
+$1.7M
13,474
+1%
减持
—
Rtx Corporation Com
+$1.7M
79,469
-0%
增持
BND
Vanguard Total Bond Mkt
+$1.6M
209,780
+10%
增持
—
ASML Holding NV NY Registry
+$1.5M
8,714
+1%
增持
—
Accenture PLC Ireland Class A
-$1.5M
30,837
+1%
增持
URI
United Rentals Inc
+$1.4M
6,514
+2%
减持
—
Costco Wholesale Corp
-$1.4M
12,185
-5%
增持
—
iShares Core MSCI EAFE
+$1.4M
123,390
+10%
增持
CVX
Chevron Corp
+$1.4M
102,367
+1%
增持
—
Astera Laboratories Inc COM
+$1.4M
12,744
+1%
增持
IJR
iShares S&P Smallcap ETF
+$1.3M
53,326
+16%
减持
HD
Home Depot Inc
+$1.3M
35,747
-0%
增持
CMI
Cummins Inc
+$1.3M
6,780
+42%
增持
—
SPDR Gold Trust Gold
+$1.3M
7,833
+59%
增持
VMC
Vulcan Materials Co
+$1.2M
25,297
+1%
减持
—
AbbVie Inc
+$1.2M
36,607
-7%
增持
LLY
Lilly Eli & Co
+$1.2M
4,397
+57%
增持
—
Broadcom Inc
+$1.2M
15,042
+9%
增持
NOC
Northrop Grumman Corp
+$1.1M
9,302
+2%
增持
IJH
iShares Core S&P Mcp ETF
+$1.1M
130,481
+10%
增持
—
Nextera Energy Inc
+$1.1M
155,177
+2%
增持
—
Ishares MSCI EMRG CHN
+$1.1M
132,643
+7%
增持
TOL
Toll Brothers Inc
+$1.1M
42,100
+1%
减持
CAT
Caterpillar Inc
+$1.0M
39,486
-14%
增持
PEP
PepsiCo Inc
+$974.0K
114,931
+0%
减持
MSFT
Microsoft Corp
+$921.0K
90,062
-2%
增持
—
Goldman Sachs Group Inc
+$909.0K
8,939
+2%
清仓
LULU
Lululemon Athletica Inc
-$886.0K
0
-100%
增持
BDX
Becton Dickinson & Co
+$845.0K
35,781
+5%
增持
LMT
Lockheed Martin Corp
+$810.0K
17,830
+2%
建仓
FISV
Fiserv Inc
+$793.0K
6,151
建仓
—
Gitlab Inc CLASS A COM
+$761.0K
16,876
减持
TJX
TJX Cos Inc
+$759.0K
52,307
-5%
减持
—
SPDR S&P 500 ETF Tr
+$755.0K
20,743
-2%
减持
—
MasterCard Incorporated Cl A
-$731.0K
15,232
-9%
增持
—
Medtronic PLC
+$722.0K
61,840
+4%
减持
IWF
iShares Russell 1000 Growth ET
-$668.0K
48,096
-12%
增持
—
Sea Ltd Sponsord ADS
+$640.0K
30,948
+1%
增持
—
Merck & Co Inc
+$636.0K
118,910
+1%
减持
SCHJ
Schwab 1 5YR CORP BD
-$625.0K
206,657
-11%
增持
TMO
Thermo Fisher Scientific Inc
+$606.0K
7,523
+0%
增持
—
NEBIUS GROUP N V
+$592.0K
10,200
+2%
增持
RMD
ResMed Inc
+$497.0K
15,100
+7%
清仓
CSX
CSX Corp
-$493.0K
0
-100%
增持
KO
Coca-Cola Co
-$488.0K
111,397
+0%
清仓
HIMS
Hims & Hers Health Inc COM CL
-$477.0K
0
-100%
增持
ADP
Automatic Data Processing Inc
-$469.0K
39,630
+1%
减持
VOO
Vanguard S&P 500 ETF
-$460.0K
1,214
-43%
增持
—
Cloudflare Inc Cl A
+$452.0K
8,191
+23%
减持
—
First Trust ETF Muni High Inc
-$435.0K
244,319
-5%
减持
—
Oracle Corp
+$430.0K
6,917
-0%
减持
DE
Deere & Co
-$423.0K
2,297
-21%
增持
TXN
Texas Instruments Inc
-$418.0K
19,064
+1%
减持
DIS
Disney Walt Co Disney
-$402.0K
34,385
-2%
增持
PH
Parker Hannifin Corp
+$396.0K
1,959
+26%
增持
USB
US Bancorp Del
+$377.0K
118,159
+0%
清仓
—
ServiceNow Inc
-$367.0K
0
-100%
清仓
—
iShares Min Vol USA ETF
-$363.0K
0
-100%
减持
—
Pacer Funds Tr US CASH COWS 10
-$353.0K
15,158
-32%
增持
—
FT S&P 500 Dividend Aristocrat
+$346.0K
260,586
+2%
减持
AFL
Aflac Inc
-$341.0K
12,930
-24%
增持
—
Jpmorgan Etf NASDAQ EQT PREM
+$341.0K
68,817
+3%
清仓
—
PPL Corp
-$340.0K
0
-100%
增持
TLT
iShares 20 Yr Tr Bond ETF
+$339.0K
187,554
+1%
减持
—
Kayne Anderson Bdc Inc COM SHS
-$337.0K
149,973
-2%
减持
WMT
Wal-Mart Inc
-$329.0K
63,754
-10%
增持
SBUX
Starbucks Corp
-$323.0K
59,410
+2%
增持
—
iShares Core MSCI Emerg Mkt
+$312.0K
44,039
+2%
增持
QCOM
Qualcomm Inc
+$310.0K
11,654
+14%
减持
—
UnitedHealth Group Inc
-$303.0K
5,654
-22%
建仓
VUG
Vanguard Growth ETF
+$298.0K
622
增持
—
Tesla Inc
+$297.0K
2,164
+3%
增持
AMGN
Amgen Inc
+$289.0K
35,832
+2%
减持
C
Citigroup Inc
+$285.0K
18,180
-1%
建仓
VB
Vanguard Index Funds SMALL CP
+$281.0K
1,107
减持
—
Ares Capital Corp
-$280.0K
170,548
-0%
增持
ALB
Albemarle Corp
+$279.0K
7,620
+41%
减持
—
Invesco QQQ Ser 1
+$276.0K
6,197
-1%
增持
IAU
Ishares Gold Tr Ishares New
+$273.0K
25,311
+1%
增持
—
Chubb Limited
-$273.0K
44,839
+0%
减持
BLV
Vanguard Bond Index Funds LONG
-$269.0K
5,905
-40%
增持
SWK
Stanley Black & Decker Inc
+$269.0K
10,317
+40%
增持
UNP
Union Pacific Corp
+$264.0K
14,928
+5%
清仓
—
Comcast Corp Cl A
-$261.0K
0
-100%
建仓
LNT
Alliant Energy Corp
+$261.0K
3,869
增持
—
JPMorgan Equity Premium Income
+$250.0K
61,731
+7%
增持
—
Zoetis Inc Cl A
-$249.0K
29,744
+1%
减持
AGG
iShares Core US Aggbd Et
-$247.0K
15,115
-15%
增持
—
Invesco Exchange Traded Fund T
+$243.0K
13,729
+6%
建仓
—
Ark ETF Tr Innovation ETF
+$239.0K
2,774
清仓
DXCM
DexCom Inc
-$239.0K
0
-100%
减持
IBB
iShares NASDAQ Biotech
-$238.0K
3,420
-41%
增持
—
Visa Inc Cl A
-$230.0K
27,561
+2%
清仓
—
Pinnacle Finl Partners Inc
-$228.0K
0
-100%
增持
—
CoStar Group Inc
+$227.0K
38,529
+2%
建仓
—
Celsius Holdings Inc New
+$225.0K
3,921
建仓
ANET
Arista Networks Inc COM SHS
+$219.0K
1,504
建仓
BMO
Bank Montreal Que
+$218.0K
1,677
建仓
—
Vanguard Long Term Treasury ET
+$217.0K
3,813
建仓
AMAT
Applied Materials Inc
+$215.0K
1,050
建仓
PSX
Phillips 66
+$214.0K
1,570
增持
—
Invesco Actvely Mgd Etc Fd Tr
+$211.0K
40,000
+60%
减持
PANW
Palo Alto Networks Inc
-$208.0K
2,638
-28%
建仓
—
Vaneck ETF Gold Miners
+$204.0K
2,668
建仓
—
Chart Industries Inc
+$202.0K
1,008
增持
—
Verizon Communications Inc
+$201.0K
152,293
+2%
清仓
—
Insulet Corp COM
-$201.0K
0
-100%
减持
—
Kratos Defense & Sec Solutions
+$200.0K
4,464
-0%
减持
GBTC
Grayscale Bitcoin Trust Etf Sh
-$199.0K
3,000
-46%
减持
GD
General Dynamics Corp
+$197.0K
4,222
-1%
减持
VWO
Vanguard FTSE Emerg Mkt ETF
-$187.0K
6,668
-40%
增持
GPC
Genuine Parts Co
+$184.0K
6,530
+10%
减持
AMZN
Amazon.com Inc
-$183.0K
109,454
-1%
增持
VBR
Vanguard Small Cap Val ETF
+$182.0K
10,535
+2%
增持
KMB
Kimberly Clark Corp
-$170.0K
51,645
+1%
增持
—
Adobe Inc
-$168.0K
8,778
+4%
增持
—
ConocoPhillips
+$161.0K
22,627
+3%
增持
PG
Procter And Gamble Co
-$159.0K
50,403
+2%
增持
—
Meta Platforms, Inc
+$154.0K
5,725
+4%
增持
—
Netflix Inc
+$154.0K
810
+33%
减持
IWM
iShares Russell 2000 ETF
+$153.0K
6,166
-1%
增持
VNQ
Vanguard Real Estate ETF
+$153.0K
7,149
+27%
增持
FBTC
Fidelity Wise Origin Bitcoin F
+$152.0K
4,413
+44%
增持
ITW
Illinois Tool Works Inc
+$149.0K
7,948
+2%
增持
—
iShares Silver Trust
+$148.0K
11,330
+12%
增持
ZBRA
Zebra Technologies Corp Cl A
+$140.0K
10,673
+9%
减持
—
Vanguard Health Care ETF
-$138.0K
5,249
-13%
减持
FAST
Fastenal Co
+$133.0K
24,297
-4%
减持
PPG
PPG Industries Inc
-$132.0K
15,170
-0%
减持
—
Exxon Mobil Corp
-$129.0K
24,978
-9%
