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Coston, McIsaac & Partners 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Coston, McIsaac & Partners
报告期 2026-03-31 · CIK 0001945037
持仓数
941
前50大市值合计
$363.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 76
减持 44
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.5M
58,409
+6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.1M
36,532
+11%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$830.0K
102,918
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。
+10%
增持
CLX
CLOROX CO
+$756.0K
28,675
+6%
减持
DGEIX
DFA GLOBAL EQUITY I
+$697.0K
542,442
-1%
增持
—
MEDTRONIC PLC F
+$658.0K
42,186
+19%
增持
TXN
TEXAS INSTRUMENTS
+$657.0K
23,046
+5%
增持
MSFT
MICROSOFT CORP
+$598.0K
11,187
+2%
增持
WSM
WILLIAMS SONOMA
+$579.0K
31,982
+11%
增持
MCD
MCDONALDS CORP
+$544.0K
21,832
+3%
减持
—
EXXON MOBIL CORP
-$462.0K
30,388
-12%
增持
—
DUPONT DE NEMOURS INC IA
+$442.0K
59,638
+7%
增持
SBUX
STARBUCKS CORP
+$427.0K
48,715
+4%
增持
JNJ
JOHNSON & JOHNSON
-$402.0K
30,285
+5%
增持
INGR
INGREDION INC
+$395.0K
44,570
+5%
增持
WMT
WALMART INC
+$393.0K
39,977
+3%
增持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$375.0K
84,690
+6%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$373.0K
28,782
+4%
增持
META
META PLATFORMS INC CLASS A
+$368.0K
3,059
+31%
增持
PEP
PEPSICO INC
+$359.0K
34,623
+5%
增持
SWPPX
SCHWAB S&P 500 INDEX
+$338.0K
27,264
+16%
增持
—
HANESBRANDS INC
-$322.0K
354,981
+3%
增持
GIS
GENERAL MILLS INC
+$301.0K
58,498
+4%
增持
BHB
BAR HARBOR BANKSHARE
-$286.0K
53,646
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$278.0K
717
-52%
清仓
SPSB
SPDR SHORT TERM CORPORATE BND ETF
-$232.0K
0
-100%
减持
VV
VANGUARD LARGE CAP ETF
-$211.0K
25
-98%
增持
ED
CONSOLIDATED EDISON
+$201.0K
51,207
+4%
减持
IJH
ISHARES CORE S&P MID CAPETF
-$195.0K
39
-95%
增持
PAYX
PAYCHEX INC
+$187.0K
33,459
+6%
增持
MO
ALTRIA GROUP INC
+$186.0K
88,117
+8%
增持
KMB
KIMBERLY CLARK CORP
+$186.0K
31,150
+6%
清仓
FLOT
ISHARES FLOATING RATE BOND ETF
-$184.0K
0
-100%
增持
SO
SOUTHERN CO
+$171.0K
61,859
+7%
清仓
SUB
ISHARES SHORT TERM NTNL MUN BND ETF
-$159.0K
0
-100%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$152.0K
25,181
+0%
增持
PFE
PFIZER INC
-$151.0K
17,629
+4%
减持
DFGBX
DFA FIVE-YEAR GLOBAL FIXED-INCOME I
-$130.0K
265,883
-6%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$126.0K
13
-98%
增持
OMC
OMNICOM GROUP INC
+$125.0K
7,775
+4%
增持
—
AMCOR PLC F
+$125.0K
312,209
+8%
增持
FNLC
FIRST BANCORP INC ME
-$125.0K
31,919
+0%
增持
UNP
UNION PACIFIC CORP
+$124.0K
659
+1590%
增持
VFC
VF CORP
+$123.0K
97,905
+27%
增持
NEE
NEXTERA ENERGY INC
-$117.0K
56,667
+6%
清仓
SHRIX
STONE RIDGE HI YLD REINSURANCE RISK PRMI
-$114.0K
0
-100%
增持
VZ
VERIZON COMMUNICATN
+$108.0K
11,475
+34%
增持
PG
PROCTER & GAMBLE
+$99.0K
39,578
+4%
增持
WTRG
ESSENTIAL UTILS INC
-$98.0K
78,743
+6%
建仓
EQT
EQT CORP
+$95.0K
3,000
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$93.0K
70,017
-2%
增持
PM
PHILIP MORRIS INTL
+$92.0K
38,827
+7%
减持
DFIEX
DFA INTERNATIONAL CORE EQUITY I
+$87.0K
98,961
-1%
增持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
+$85.0K
55,668
+2%
增持
MMM
3M CO
-$81.0K
34,542
+12%
减持
—
BLACKROCK EVENT DRIVEN EQUITY INSTL
-$77.0K
76
-99%
清仓
QAI
IQ HEDGE MULTI-STRATEGY TRACKER ETF
-$76.0K
0
-100%
增持
AMZN
AMAZON.COM INC
+$76.0K
1,871
+34%
清仓
EEMV
ISHS MSCI EMERG MRKT MINVOL FCT ETF
-$75.0K
0
-100%
增持
CAC
THE CAMDEN NTNL BANK
-$69.0K
12,482
+0%
减持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$67.0K
74
-95%
减持
SABR
SABRE CORP
-$65.0K
31,468
-3%
减持
PRBLX
PARNASSUS CORE EQUITY INVESTOR
-$63.0K
3,216
-33%
增持
FNIAX
FIDELITY ADVISOR NEW INSIGHTS A
+$61.0K
6,458
+41%
增持
COST
COSTCO WHOLESALE CO
+$61.0K
334
+45%
减持
VBIRX
VANGUARD SHORT-TERM BOND INDEX ADM
-$61.0K
56,491
-11%
建仓
T
A T & T INC
+$60.0K
3,150
减持
HD
HOME DEPOT INC
-$59.0K
2,464
-1%
减持
DGSIX
DFA GLOBAL ALLOCATION 60/40 I
+$55.0K
83,410
-1%
减持
DFVEX
DFA US VECTOR EQUITY I
-$54.0K
71,058
-5%
减持
DFEQX
DFA SHORT-TERM EXTENDED QUALITY I
-$53.0K
108,962
-6%
增持
CI
THE CIGNA GROUP
-$52.0K
703
+1%
减持
VCSH
VANGUARD SHORT TERM COR BD ETF
-$52.0K
12,037
-7%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$51.0K
44,228
-0%
增持
SWBGX
SCHWAB MARKETTRACK BALANCED
+$50.0K
43,673
+2%
清仓
AMRMX
AMERICAN FUNDS AMERICAN MUTUAL A
-$50.0K
0
-100%
减持
TGT
TARGET CORP
+$48.0K
3,742
-2%
增持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$47.0K
1,791
+0%
建仓
XLF
SELECT STR FINANCIAL SELECT SPDR ETF
+$46.0K
1,452
建仓
YUM
YUM BRANDS INC
+$45.0K
345
减持
CL
COLGATE-PALMOLIVE CO
-$45.0K
7,713
-3%
增持
LLY
LILLY ELI & CO
+$45.0K
538
+41%
清仓
BOTZ
GLOBAL X ROBOTICS ARTFCLINTLGNC ETF
-$43.0K
0
-100%
建仓
BSIKX
BLACKROCK STRATEGIC INCOME OPPS K
+$42.0K
4,546
增持
KR
KROGER CO
+$41.0K
8,248
+0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$41.0K
81
-89%
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$40.0K
11,373
+0%
清仓
SHM
SPDR NUVEN BLM SHT TM MPL BND ETF
-$40.0K
0
-100%
建仓
TDIV
FIRST TR NASDAQ TECH DIVIDX ETF
+$39.0K
722
增持
INTC
INTEL CORP
+$38.0K
3,749
+18%
增持
KO
THE COCA-COLA CO
+$38.0K
88,920
+3%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$35.0K
1,880
+24%
清仓
COIN
COINBASE GLOBAL INC CLASS A
-$35.0K
0
-100%
清仓
—
VIRTUS NFJ MID-CAP VALUE A
-$34.0K
0
-100%
减持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
-$34.0K
301
-67%
增持
MRK
MERCK & CO. INC.
-$33.0K
10,220
+1%
减持
TBGVX
TWEEDY, BROWNE INTERNATIONAL VALUE FUND
-$32.0K
730
-64%
建仓
MIDLX
MFS INTERNATIONAL NEW DISCOVERY R6
+$32.0K
1,066
减持
QCERX
AQR LARGE CAP MULTI-STYLE R6
-$30.0K
39,851
-9%
增持
ADBE
ADOBE INC
+$29.0K
547
+1%
减持
HRL
HORMEL FOODS CORP
-$29.0K
3,851
-4%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF
-$29.0K
741
-26%
增持
VCIT
VANGUARD INTERMEDIATE TERM COR ETF
+$28.0K
8,243
+1%
增持
EMR
EMERSON ELECTRIC CO
-$28.0K
3,132
+0%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
+$28.0K
23,489
-1%
增持
AXP
AMERICAN EXPRESS CO
+$26.0K
279
+99%
减持
DFCEX
DFA EMERGING MARKETS CORE EQUITY I
+$26.0K
48,283
-3%
减持
DFQTX
DFA US CORE EQUITY 2 I
+$26.0K
70,866
-3%
清仓
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX ADM
-$25.0K
0
-100%
增持
CWGIX
AMERICAN FUNDS CAPITAL WORLD GR&INC A
+$24.0K
7,647
+0%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$24.0K
7,325
-9%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
+$23.0K
3,742
+0%
增持
DUK
DUKE ENERGY CORP
+$22.0K
842
+46%
增持
VUG
VANGUARD GROWTH ETF
+$22.0K
600
+0%
减持
VO
VANGUARD MID CAP ETF
-$22.0K
121
-48%
清仓
SJNK
SPDR BLMRG SHR TR HG YLDBD ETF
-$22.0K
0
-100%
建仓
YUMC
YUM CHINA HOLDINGS INC
+$21.0K
345
减持
DFGEX
DFA GLOBAL REAL ESTATE SECURITIES PORT
-$21.0K
59,671
-4%
减持
HYG
ISHARES IBOXX HIGH YIELDBOND ETF
-$20.0K
6,261
-7%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$20.0K
114
-57%
建仓
MRCY
MERCURY SYSTEMS INC
+$20.0K
396
建仓
RIO
RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$18.0K
267
增持
CMCSA
COMCAST CORP CLASS A
+$17.0K
1,921
+20%
清仓
IAU
ISHARES GOLD ETF
-$17.0K
0
-100%
清仓
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$17.0K
0
-100%
增持
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
+$16.0K
5,907
+0%
增持
DFSTX
DFA US SMALL CAP I
+$16.0K
13,097
+0%
增持
CSCO
CISCO SYSTEMS INC
+$16.0K
1,781
+9%
减持
AWR
AMERICAN STATES WTR
-$16.0K
3,107
-2%
增持
BNS
BANK NOVA SCOTIA F
+$16.0K
501
+168%
建仓
TADAX
TRANSAMERICA US GROWTH A
+$16.0K
767
增持
SDY
SPDR S&P DIVIDEND ETF
-$16.0K
14,472
+0%
减持
UNH
UNITEDHEALTH GRP INC
-$15.0K
163
-6%
增持
SPY
SPDR S&P 500 ETF
+$15.0K
372
+4%
减持
KTB
KONTOOR BRANDS INC
+$14.0K
2,000
-3%
增持
FLO
FLOWERS FOODS INC
+$14.0K
149,790
+5%
增持
DISVX
DFA INTERNATIONAL SMALL CAP VALUE I
+$14.0K
11,306
+0%
减持
DGTSX
DFA GLOBAL ALLOCATION 25/75 I
-$13.0K
17,669
-8%
清仓
TMCPX
TOUCHSTONE MID CAP Y
-$13.0K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$13.0K
549
-14%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$12.0K
2,105
-15%
建仓
LSBDX
LOOMIS SAYLES BOND INSTL
+$12.0K
1,071
增持
EPD
ENTERPRISE PRODS PART LP
+$12.0K
5,182
+2%
清仓
PFF
ISHARES PREFERRED INCOMESEC ETF
-$11.0K
0
-100%
增持
DFISX
DFA INTERNATIONAL SMALL COMPANY I
+$11.0K
9,849
+0%
建仓
GEHC
GE HEALTHCARE TECHNOLOGI
+$11.0K
142
增持
IBM
IBM CORP
-$11.0K
1,217
+1%
增持
DFTEX
DFA INTERMEDIATE-TERM EXTND QLTY I
+$11.0K
34,679
+1%
减持
RTX
RAYTHEON TECHNOLOGIES CO
-$11.0K
323
-24%
减持
SWHGX
SCHWAB MARKETTRACK GROWTH
-$11.0K
16,700
-8%
