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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 11增持 86减持 38清仓 15

方向

标的

Δ市值

现股数(环比)

增持

MSFT Microsoft Corp

-$8.3M

97,317 +6%

增持

CVX Chevron Corp

+$6.1M

104,246 +2%

增持

— STATE STREET SPDR S&P 500 ETF

+$5.8M

29,332 +51%

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

— First Trust ETF Muni High Inc

+$3.5M

345,682 +28%

增持

— Meta Platforms, Inc

+$3.5M

12,670 +120%

增持

— ASML Holding NV NY Registry

+$3.3M

9,633 +10%

增持

JNJ Johnson & Johnson

+$3.1M

71,719 +3%

减持

— Alphabet Inc Cap Stock Cl A

-$3.1M

101,907 -2%

减持

BRK/B Berkshire Hathaway Inc Cl B

-$2.7M

32,739 -11%

减持

IWF iShares Russell 1000 Growth ET

-$2.6M

46,915 -2%

增持

LMT Lockheed Martin Corp

+$2.6M

18,722 +3%

减持

— JPMorgan Chase & Co

-$2.5M

76,770 -2%

增持

APD Air Prods & Chems Inc

+$2.5M

43,610 +6%

增持

— Nextera Energy Inc

+$2.5M

162,149 +3%

减持

— Sea Ltd Sponsord ADS

-$2.3M

19,738 -37%

增持

— Merck & Co Inc

+$2.2M

122,534 +3%

减持

— Astera Laboratories Inc COM

-$2.1M

1,993 -86%

增持

AMZN Amazon.com Inc

-$2.0M

117,588 +3%

增持

VXF Vanguard Index Funds EXTEND MK

+$1.9M

145,606 +9%

增持

— Verizon Communications Inc

+$1.9M

166,993 +6%

增持

— Accenture PLC Ireland Class A

-$1.9M

32,577 +5%

增持

— Ishares MSCI EMRG CHN

+$1.8M

153,922 +9%

增持

— iShares Core MSCI EAFE

+$1.8M

149,744 +14%

增持

ADP Automatic Data Processing Inc

-$1.8M

42,194 +5%

清仓

— MercadoLibre Inc

-$1.7M

0 -100%

减持

LHX L3harris Technologies Inc

+$1.7M

34,803 -1%

减持

QCOM Qualcomm Inc

-$1.7M

2,930 -75%

增持

— Costco Wholesale Corp

+$1.6M

11,608 +0%

增持

— NVIDIA Corp

-$1.5M

264,604 +4%

增持

AAPL Apple Inc.

-$1.5M

214,532 +4%

增持

PEP PepsiCo Inc

+$1.5M

113,687 +1%

增持

TLT iShares 20 Yr Tr Bond ETF

+$1.5M

160,339 +12%

减持

CAT Caterpillar Inc

+$1.4M

34,307 -14%

增持

AMGN Amgen Inc

+$1.4M

37,665 +4%

增持

APH Amphenol Corp Cl A

-$1.3M

143,084 +0%

增持

— Chubb Limited

+$1.3M

47,451 +4%

增持

— Visa Inc Cl A

-$1.1M

29,851 +3%

增持

— Blackrock Inc COM

-$1.1M

13,891 +3%

增持

KO Coca-Cola Co

+$1.1M

118,648 +4%

减持

— JPMorgan Equity Premium Income

-$952.0K

45,350 -26%

增持

— Palantir Technologies Inc Cl A

-$932.0K

72,568 +12%

减持

NOC Northrop Grumman Corp

+$929.0K

9,213 -2%

减持

ABT Abbott Laboratories

-$927.0K

39,196 -1%

减持

— CoStar Group Inc

-$926.0K

30,765 -5%

建仓

RRX Regal Beloit Corp

+$918.0K

4,900

减持

— Exxon Mobil Corp

+$886.0K

23,170 -8%

增持

— MasterCard Incorporated Cl A

-$858.0K

15,883 +3%

增持

IWD iShares Russell 1000 Val ETF

+$843.0K

92,438 +3%

增持

SBUX Starbucks Corp

+$838.0K

66,065 +9%

增持

BDX Becton Dickinson & Co

+$810.0K

50,959 +37%

增持

— Target Corp

+$771.0K

16,765 +30%

增持

BND Vanguard Total Bond Mkt

+$763.0K

231,983 +5%

减持

— Datadog Inc Cl A

-$750.0K

12,153 -24%

减持

LLY Lilly Eli & Co

-$706.0K

4,378 -1%

减持

— Netflix Inc

-$691.0K

5,960 -56%

建仓

— PIMCO Enhanced Short MA Ac

+$648.0K

6,447

增持

— Simplify Exchange Traded Funds

+$647.0K

233,356 +20%

增持

IGSB iShares Sh Tr Crport ETF

+$644.0K

39,610 +46%

增持

IJH iShares Core S&P Mcp ETF

+$644.0K

143,825 +5%

建仓

— iShares Silver Trust

+$635.0K

9,314

增持

— Alphabet Inc Cap Stock Cl C

-$614.0K

43,847 +4%

增持

— Adobe Inc

-$613.0K

8,302 +10%

减持

SCHJ Schwab 1 5YR CORP BD

-$613.0K

319,788 -7%

增持

— ProShares S&P 500 Dv Arist

+$609.0K

13,770 +68%

增持

TXN Texas Instruments Inc

+$601.0K

20,405 +5%

建仓

WFC Wells Fargo Co

+$571.0K

7,167

增持

— Broadcom Inc

-$552.0K

16,502 +1%

清仓

— Profesionally Managed Portfoli

-$551.0K

0 -100%

减持

— Ares Capital Corp

-$550.0K

153,204 -6%

增持

DOW Dow Inc

+$545.0K

24,478 +21%

建仓

— Amcor Plc COM NEW

+$530.0K

13,325

减持

— UnitedHealth Group Inc

-$530.0K

4,294 -16%

增持

— Linde Plc SHS

+$516.0K

4,910 +9%

减持

— ConocoPhillips

+$513.0K

20,056 -12%

清仓

— Amcor Plc ORD

-$510.0K

0 -100%

建仓

SILJ Amplify Etf Tr AMPLIFY JUNIOR

+$496.0K

16,700

增持

ED Consolidated Edison Inc

+$495.0K

21,868 +10%

增持

DIS Disney Walt Co Disney

-$459.0K

34,038 +4%

增持

IJR iShares S&P Smallcap ETF

+$438.0K

59,238 +3%

减持

— Sprott Physical Silver Tr TR U

-$431.0K

25,942 -42%

减持

EFA iShares MSCI EAFE ETF

-$430.0K

29,825 -14%

增持

— Crowdstrike Holdings Inc Cl A

-$428.0K

5,485 +0%

增持

PG Procter And Gamble Co

+$425.0K

52,528 +5%

减持

— Oracle Corp

-$424.0K

6,246 -9%

减持

— Intuitive Surgical Inc

-$423.0K

3,241 -4%

减持

VBR Vanguard Small Cap Val ETF

-$422.0K

8,206 -21%

减持

IGLB iShares 10 YR INVST GRD

-$414.0K

55,130 -12%

增持

— FT S&P 500 Dividend Aristocrat

+$411.0K

259,911 +4%

增持

ALB Albemarle Corp

+$409.0K

8,280 +9%

增持

— CME Group Inc Cl A

+$399.0K

8,858 +9%

增持

IWM iShares Russell 2000 ETF

+$387.0K

7,782 +24%

增持

TMO Thermo Fisher Scientific Inc

-$363.0K

8,093 +8%

增持

UNP Union Pacific Corp

+$353.0K

15,674 +5%

增持

DE Deere & Co

+$342.0K

2,505 +9%

增持

URI United Rentals Inc

-$340.0K

6,865 +4%

增持

ITW Illinois Tool Works Inc

+$340.0K

9,162 +10%

减持

C Citigroup Inc

-$337.0K

15,732 -13%

增持

IBM International Business Machs C

-$333.0K

11,952 +10%

增持

— Cisco Systems Inc

+$324.0K

149,192 +2%

增持

CMI Cummins Inc

+$322.0K

7,217 +3%

增持

MCD McDonalds Corp

+$308.0K

16,643 +5%

清仓

AXP American Express Co

-$296.0K

0 -100%

清仓

— Spotify Technology SA

-$293.0K

0 -100%

增持

— Credo Technology Group Holding

-$287.0K

8,209 +12%

增持

— Travelers Companies Inc

+$286.0K

7,232 +15%

清仓

— SPDR Portfolio Devlpd

-$283.0K

0 -100%

减持

— Frontview Reit Inc COM

-$281.0K

217,445 -12%

建仓

— CBRE Group Inc Cl A

+$275.0K

2,033

清仓

— Targa Resources Corp COM

-$273.0K

0 -100%

增持

— Shopify Inc Cl A

-$273.0K

7,305 +3%

增持

— Medtronic PLC

-$271.0K

66,421 +6%

增持

— Invesco Exchange Traded Fund T

+$265.0K

16,079 +9%

建仓

GLW Corning Inc

+$262.0K

1,927

增持

— AbbVie Inc

-$260.0K

36,164 +2%

减持

BRO Brown & Brown Inc

-$257.0K

12,535 -7%

增持

ADM Archer Daniels Midland Co

+$249.0K

13,610 +6%

建仓

HWM Howmet Aerospace Inc

+$243.0K

1,055

建仓

— Valero Energy Corp

+$237.0K

961

增持

WSO Watsco Inc

+$236.0K

3,094 +17%

清仓

BHB Bar Harbor Bankshares COM

-$233.0K

0 -100%

增持

TOL Toll Brothers Inc

+$232.0K

43,895 +3%

清仓

— Fidelity Enhanced Large Cap Gr

-$232.0K

0 -100%

增持

— Enbridge Inc

+$231.0K

24,167 +7%

减持

IVW iShares S&P 500 Growth ETF

-$230.0K

15,688 -4%

增持

— Pimco MULTISECTOR BD

+$230.0K

198,217 +7%

增持

FISV Fiserv Inc

+$224.0K

10,274 +98%

清仓

VEEV Veeva Systems Inc CL A COM

-$223.0K

0 -100%

清仓

GILD Gilead Sciences Inc

-$220.0K

0 -100%

清仓

BMO Bank Montreal Que

-$218.0K

0 -100%

增持

KMB Kimberly Clark Corp

+$218.0K

56,848 +9%

增持

SAP Sap SE Sp ADR

-$215.0K

4,066 +8%

减持

— Carlyle Group Inc

-$214.0K

4,154 -41%

清仓

— Ark ETF Tr Innovation ETF

-$213.0K

0 -100%

增持

HD Home Depot Inc

-$212.0K

37,193 +3%

建仓

— Seagate Technology Hldngs Plc

+$211.0K

539

减持

WMT Wal-Mart Inc

+$211.0K

55,488 -8%

增持

ROP Roper Technologies Inc

+$210.0K

2,602 +63%

清仓

IYR iShares US Real Estate ETF

-$210.0K

0 -100%

减持

— Rtx Corporation Com

-$209.0K

74,986 -6%

减持

— Jpmorgan Etf NASDAQ EQT PREM

-$206.0K

67,880 -1%

减持

— First Trust ETF TCW Unconstrai

-$205.0K

201,665 -2%

增持

FAST Fastenal Co

+$201.0K

25,347 +4%

清仓

— Fidelity Natl Information Serv

-$201.0K

0 -100%

增持

— Reddit Inc CL A

-$199.0K

2,110 +0%

增持

— Technology Select Sector SPDR

+$197.0K

5,599 +47%

增持

ATO Atmos Energy Corp COM

+$193.0K

7,525 +5%

减持

— Blackstone Inc

-$192.0K

3,688 -8%

增持

BF/B Brown Forman Corp Cl B

+$178.0K

17,750 +59%

增持

— Pimco ACTIVE BD ETF

+$176.0K

47,029 +5%

减持

PH Parker Hannifin Corp

-$168.0K

1,761 -11%