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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 15增持 80减持 44清仓 11

方向

标的

Δ市值

现股数(环比)

减持

— Alphabet Inc Cap Stock Cl A

+$7.1M

103,598 -1%

减持

TLT iShares 20 Yr Tr Bond ETF

-$4.3M

142,791 -24%

增持

CAT Caterpillar Inc

+$4.0M

39,951 +1%

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。

建仓

— Frontview Reit Inc COM

+$3.6M

246,945

增持

SCHJ Schwab 1 5YR CORP BD

+$3.4M

342,171 +66%

增持

— Merck & Co Inc

+$2.6M

119,387 +0%

增持

VXF Vanguard Index Funds EXTEND MK

+$2.6M

133,986 +10%

增持

AMZN Amazon.com Inc

+$2.4M

114,701 +5%

增持

MSFT Microsoft Corp

-$2.4M

91,580 +2%

减持

— Alphabet Inc Cap Stock Cl C

+$2.3M

42,041 -6%

增持

— iShares USA Quality Fctr

+$2.2M

194,888 +4%

增持

HD Home Depot Inc

-$2.0M

36,163 +1%

增持

AMGN Amgen Inc

+$1.8M

36,308 +1%

增持

IWD iShares Russell 1000 Val ETF

+$1.7M

89,893 +6%

增持

JNJ Johnson & Johnson

+$1.7M

69,496 +1%

增持

— Sea Ltd Sponsord ADS

-$1.6M

31,098 +0%

增持

— Chubb Limited

+$1.6M

45,542 +2%

增持

— Goldman Sachs Group Inc

+$1.5M

9,781 +9%

增持

LLY Lilly Eli & Co

+$1.4M

4,403 +0%

增持

— Rtx Corporation Com

+$1.4M

80,011 +1%

增持

— Cisco Systems Inc

+$1.3M

146,072 +1%

增持

— Ishares MSCI EMRG CHN

+$1.3M

141,513 +7%

增持

ADP Automatic Data Processing Inc

-$1.3M

40,143 +1%

增持

— First Trust ETF Muni High Inc

+$1.3M

269,208 +10%

减持

— Costco Wholesale Corp

-$1.3M

11,589 -5%

减持

APD Air Prods & Chems Inc

-$1.2M

41,025 -2%

增持

— Blackrock Inc COM

-$1.2M

13,538 +0%

增持

KMB Kimberly Clark Corp

-$1.2M

52,192 +1%

建仓

— Bluerock Pvt Real Estate Fund

+$1.1M

72,657

减持

— CoStar Group Inc

-$1.1M

32,226 -16%

建仓

— Sprott Physical Silver Tr TR U

+$1.1M

45,000

建仓

— Credo Technology Group Holding

+$1.1M

7,351

减持

ZBRA Zebra Technologies Corp Cl A

-$992.0K

8,978 -16%

增持

— iShares Core MSCI EAFE

+$992.0K

131,516 +7%

减持

— Zoetis Inc Cl A

-$958.0K

26,978 -9%

增持

— ASML Holding NV NY Registry

+$949.0K

8,772 +1%

增持

— Nextera Energy Inc

+$884.0K

156,929 +1%

增持

URI United Rentals Inc

-$877.0K

6,600 +1%

建仓

TER Teradyne Inc COM

+$871.0K

4,500

增持

— JPMorgan Chase & Co

+$771.0K

77,995 +1%

增持

— Visa Inc Cl A

+$761.0K

28,998 +5%

清仓

— Gitlab Inc CLASS A COM

-$761.0K

0 -100%

清仓

— Veralto Corp COM SHS

-$751.0K

0 -100%

增持

— Pimco ACTIVE BD ETF

+$733.0K

44,733 +22%

增持

— Accenture PLC Ireland Class A

+$727.0K

31,049 +1%

增持

BND Vanguard Total Bond Mkt

+$719.0K

220,336 +5%

增持

CMI Cummins Inc

+$697.0K

6,977 +3%

增持

— Broadcom Inc

+$696.0K

16,352 +9%

减持

TMO Thermo Fisher Scientific Inc

+$692.0K

7,492 -0%

增持

BRK/B Berkshire Hathaway Inc Cl B

+$674.0K

36,624 +4%

建仓

BMY Bristol-Myers Squibb Co

+$658.0K

12,190

建仓

LQD iShares iBoxx Inv Cp ETF

+$644.0K

5,840

减持

— Kayne Anderson Bdc Inc COM SHS

-$643.0K

94,644 -37%

减持

— Oracle Corp

-$602.0K

6,891 -0%

减持

— FT S&P 500 Dividend Aristocrat

-$600.0K

249,208 -4%

增持

IJR iShares S&P Smallcap ETF

+$589.0K

57,628 +8%

减持

— STATE STREET SPDR S&P 500 ETF

-$588.0K

19,401 -6%

增持

KO Coca-Cola Co

+$583.0K

114,012 +2%

减持

PG Procter And Gamble Co

-$582.0K

49,974 -1%

增持

— Simplify Exchange Traded Funds

+$563.0K

194,553 +18%

增持

IJH iShares Core S&P Mcp ETF

+$553.0K

137,388 +5%

建仓

— Profesionally Managed Portfoli

+$551.0K

8,411

减持

AAPL Apple Inc.

+$518.0K

205,871 -5%

增持

— iShares Floating Rate Nt ETF

+$514.0K

39,440 +35%

增持

BDX Becton Dickinson & Co

+$505.0K

37,108 +4%

减持

USB US Bancorp Del

+$501.0K

116,418 -1%

减持

RMD ResMed Inc

-$501.0K

15,081 -0%

增持

TJX TJX Cos Inc

+$500.0K

52,475 +0%

增持

VMC Vulcan Materials Co

-$484.0K

25,586 +1%

建仓

— Reddit Inc CL A

+$483.0K

2,100

清仓

— iShares Silver Trust

-$480.0K

0 -100%

减持

— Adobe Inc

-$465.0K

7,519 -14%

增持

— Pimco MULTISECTOR BD

+$455.0K

186,038 +11%

减持

FISV Fiserv Inc

-$444.0K

5,192 -16%

减持

ABT Abbott Laboratories

-$421.0K

39,518 -1%

增持

— Meta Platforms, Inc

-$408.0K

5,751 +0%

减持

— First Trust ETF TCW Unconstrai

-$402.0K

206,599 -7%

增持

— SPDR Gold Trust Gold

+$396.0K

8,023 +2%

减持

— Intuitive Surgical Inc

+$393.0K

3,385 -1%

减持

CVX Chevron Corp

-$384.0K

101,783 -1%

增持

— Cloudflare Inc Cl A

+$383.0K

10,861 +33%

减持

— AbbVie Inc

-$351.0K

35,560 -3%

减持

— Eaton Corp PLC

-$334.0K

4,367 -5%

增持

— Invesco Actvely Mgd Etc Fd Tr

+$324.0K

65,000 +63%

增持

NOC Northrop Grumman Corp

-$311.0K

9,395 +1%

增持

LHX L3harris Technologies Inc

-$300.0K

35,136 +1%

建仓

— First Trust Private Assets Fun

+$299.0K

21,018

建仓

AXP American Express Co

+$296.0K

800

增持

— Netflix Inc

+$293.0K

13,484 +1565%

增持

IGSB iShares Sh Tr Crport ETF

+$277.0K

27,195 +24%

清仓

GBTC Grayscale Bitcoin Trust Etf Sh

-$269.0K

0 -100%

减持

— UnitedHealth Group Inc

-$260.0K

5,125 -9%

增持

PH Parker Hannifin Corp

+$259.0K

1,985 +1%

增持

— Verizon Communications Inc

-$257.0K

158,017 +4%

增持

— Palantir Technologies Inc Cl A

-$256.0K

64,963 +0%

建仓

DHR Danaher Corp

+$247.0K

1,080

减持

IGLB iShares 10 YR INVST GRD

-$240.0K

62,439 -5%

减持

VYM Vanguard High Div Yield

+$233.0K

97,565 -0%

清仓

— SPDR Prtflo S&P 500 Gw

-$231.0K

0 -100%

增持

— Exxon Mobil Corp

+$229.0K

25,301 +1%

清仓

— Celsius Holdings Inc New

-$225.0K

0 -100%

建仓

GILD Gilead Sciences Inc

+$220.0K

1,789

清仓

ANET Arista Networks Inc COM SHS

-$219.0K

0 -100%

增持

— Invesco Exchange Traded Fund T

+$217.0K

14,728 +7%

清仓

— Primerica Inc COM

-$217.0K

0 -100%

清仓

TSCO Tractor Supply Co

-$216.0K

0 -100%

增持

— iShares Core MSCI Emerg Mkt

+$215.0K

46,388 +5%

建仓

IYR iShares US Real Estate ETF

+$210.0K

2,240

增持

— Vanguard Long Term Treasury ET

+$209.0K

7,634 +100%

清仓

CMG Chipotle Mexican Grill Inc

-$204.0K

0 -100%

清仓

— Chart Industries Inc

-$202.0K

0 -100%

增持

IBM International Business Machs C

+$201.0K

10,905 +2%

建仓

— Fidelity Natl Information Serv

+$201.0K

3,022

增持

VNQ Vanguard Real Estate ETF

+$200.0K

9,649 +35%

增持

— Astera Laboratories Inc COM

-$200.0K

13,796 +8%

减持

DIS Disney Walt Co Disney

-$197.0K

32,872 -4%

减持

— Ares Capital Corp

-$170.0K

163,644 -4%

减持

— Invesco QQQ Ser 1

-$169.0K

5,780 -7%

增持

IVV IShares Core S&P 500 ETF

+$166.0K

3,285 +5%

减持

SAP Sap SE Sp ADR

-$162.0K

3,751 -7%

减持

KEY KeyCorp

+$160.0K

109,124 -3%

增持

LMT Lockheed Martin Corp

-$152.0K

18,089 +1%

增持

— Travelers Companies Inc

+$149.0K

6,286 +5%

增持

TXN Texas Instruments Inc

-$143.0K

19,366 +2%

增持

WSO Watsco Inc

-$138.0K

2,641 +4%

增持

— Medtronic PLC

+$136.0K

62,732 +1%

减持

RSG Republic Services Inc

-$134.0K

5,350 -3%

增持

MS Morgan Stanley

+$132.0K

6,198 +2%

增持

— MasterCard Incorporated Cl A

+$130.0K

15,404 +1%

减持

CLX Clorox Co Del Com

-$128.0K

5,080 -2%

增持

CNA Cna Financial Corp COM

+$127.0K

29,076 +7%

增持

— Linde Plc SHS

-$126.0K

4,499 +5%

减持

— Crowdstrike Holdings Inc Cl A

-$124.0K

5,481 -0%

增持

SNPS Synopsys Inc

-$124.0K

10,654 +3%

减持

— NVIDIA Corp

-$123.0K

255,614 -0%

增持

— NEBIUS GROUP N V

-$120.0K

12,242 +20%

增持

— CME Group Inc Cl A

+$118.0K

8,118 +4%

减持

— Datadog Inc Cl A

-$118.0K

16,064 -1%

减持

— Onemain Holdings Inc COM

-$117.0K

4,365 -40%

减持

WMT Wal-Mart Inc

+$114.0K

60,004 -6%

增持

EFA iShares MSCI EAFE ETF

+$109.0K

34,648 +1%

增持

AGG iShares Core US Aggbd Et

+$108.0K

16,245 +7%

增持

MCD McDonalds Corp

+$105.0K

15,914 +2%

增持

QCOM Qualcomm Inc

+$97.0K

11,906 +2%

减持

ECL Ecolab Inc

-$89.0K

5,830 -1%

减持

UNP Union Pacific Corp

-$79.0K

14,913 -0%

增持

— iShares Intl Quality Factor

+$79.0K

40,203 +2%

增持

FBTC Fidelity Wise Origin Bitcoin F

-$77.0K

4,768 +8%

减持

— Aberdeen Std Gold ETF Tr Physc

-$75.0K

11,220 -23%

减持

— Vaneck ETF BDC Income

-$73.0K

32,800 -9%