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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 122
减持 18
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.8M
47,070
+7%
增持
WSM
WILLIAMS SONOMA
+$1.7M
35,654
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.5M
77,262
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。
+3%
增持
DGEIX
DFA GLOBAL EQUITY I
+$1.3M
537,426
+0%
增持
AAPL
APPLE INC
+$1.3M
59,764
+0%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$1.0M
134,771
+7%
增持
MCD
MCDONALDS CORP
+$873.0K
23,002
+2%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$791.0K
101,479
+1%
增持
MSFT
MICROSOFT CORP
+$765.0K
11,781
+1%
减持
—
EXXON MOBIL CORP
-$699.0K
24,081
-9%
减持
VFC
VF CORP
-$646.0K
77,041
-35%
增持
INGR
INGREDION INC
+$594.0K
49,247
+2%
增持
NEE
NEXTERA ENERGY INC
+$574.0K
68,924
+9%
增持
SO
SOUTHERN CO
+$531.0K
70,241
+3%
增持
CLX
CLOROX CO
+$500.0K
31,897
+3%
增持
KO
THE COCA-COLA CO
+$469.0K
97,522
+3%
增持
WTRG
ESSENTIAL UTILS INC
+$454.0K
95,830
+5%
增持
ED
CONSOLIDATED EDISON
+$453.0K
56,726
+3%
增持
TXN
TEXAS INSTRUMENTS
+$443.0K
26,601
+3%
增持
—
MEDTRONIC PLC F
+$438.0K
51,689
+6%
增持
DFQTX
DFA US CORE EQUITY 2 I
+$328.0K
69,766
+5%
增持
SBUX
STARBUCKS CORP
+$326.0K
51,787
+2%
增持
PAYX
PAYCHEX INC
+$273.0K
38,393
+3%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$267.0K
31,047
+1%
建仓
MSTR
MICROSTRATEGY INC CLASS A
+$265.0K
420
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$258.0K
28,949
+8%
增持
—
DUPONT DE NEMOURS INC IA
+$257.0K
65,764
+2%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$251.0K
25,105
+0%
增持
NKE
NIKE INC CLASS B
+$227.0K
2,760
+266%
增持
FLO
FLOWERS FOODS INC
+$214.0K
175,802
+4%
减持
—
HANESBRANDS INC
-$214.0K
166,041
-31%
减持
BHB
BAR HARBOR BANKSHARE
+$208.0K
51,544
-7%
增持
GIS
GENERAL MILLS INC
+$207.0K
66,128
+3%
增持
DFVEX
DFA US VECTOR EQUITY I
+$201.0K
69,894
+4%
增持
JNJ
JOHNSON & JOHNSON
+$184.0K
33,382
+3%
增持
DFIEX
DFA INTERNATIONAL CORE EQUITY I
+$171.0K
99,968
+3%
增持
TDV
PROSHRS S P TECH DV ARSTETF
+$167.0K
3,112
+291%
增持
FNLC
FIRST BANCORP INC ME
+$162.0K
33,401
+0%
增持
TGT
TARGET CORP
+$161.0K
4,217
+6%
减持
SWPPX
SCHWAB S&P 500 INDEX
+$161.0K
27,427
-1%
增持
SDY
SPDR S&P DIVIDEND ETF
+$161.0K
14,867
+1%
增持
KMB
KIMBERLY CLARK CORP
+$160.0K
35,311
+3%
增持
PG
PROCTER & GAMBLE
+$160.0K
42,823
+2%
增持
VZ
VERIZON COMMUNICATN
+$159.0K
15,118
+19%
清仓
—
FIDELITY MULTI-ASSET INDEX
-$159.0K
0
-100%
清仓
FBALX
FIDELITY BALANCED
-$149.0K
0
-100%
增持
PM
PHILIP MORRIS INTL
+$142.0K
43,394
+2%
增持
HD
HOME DEPOT INC
+$138.0K
2,616
+3%
增持
PEP
PEPSICO INC
+$138.0K
37,030
+2%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$136.0K
44,166
+0%
增持
MO
ALTRIA GROUP INC
-$126.0K
97,361
+1%
增持
CAC
THE CAMDEN NTNL BANK
+$118.0K
12,490
+0%
减持
META
META PLATFORMS INC CLASS A
+$116.0K
2,713
-4%
减持
FCNTX
FIDELITY CONTRAFUND
-$114.0K
4,311
-65%
增持
HSY
HERSHEY CO
-$105.0K
17,468
+4%
增持
OMC
OMNICOM GROUP INC
+$101.0K
7,937
+1%
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$100.0K
11,990
+4%
增持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
+$100.0K
56,309
+0%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$98.0K
4,610
+18%
增持
VCIT
VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM CORP BND IDX FD ETF
+$96.0K
10,349
+5%
增持
DFGEX
DFA GLOBAL REAL ESTATE SECURITIES PORT
+$90.0K
58,589
+4%
增持
DGSIX
DFA GLOBAL ALLOCATION 60/40 I
+$83.0K
86,375
+1%
增持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$82.0K
1,808
+0%
减持
—
AMCOR PLC F
+$82.0K
329,637
-2%
增持
AMZN
AMAZON.COM INC
+$82.0K
2,790
+4%
增持
DGTSX
DFA GLOBAL ALLOCATION 25/75 I
+$80.0K
23,476
+32%
增持
QCERX
AQR LARGE CAP MULTI-STYLE R6
+$80.0K
41,048
+16%
增持
DFCEX
DFA EMERGING MARKETS CORE EQUITY I
+$77.0K
47,894
+1%
增持
PFE
PFIZER INC
-$75.0K
17,869
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$73.0K
1,054
+7%
清仓
—
FIDELITY FREEDOM 2030
-$69.0K
0
-100%
增持
DFSTX
DFA US SMALL CAP I
+$68.0K
13,310
+1%
增持
AWSHX
AMERICAN FUNDS WASHINGTON MUTUAL A
+$66.0K
11,794
+2%
增持
MRK
MERCK & CO. INC.
+$66.0K
10,263
+0%
增持
FXAIX
FIDELITY 500 INDEX
+$65.0K
3,760
+1%
增持
DFVQX
DFA INTERNATIONAL VECTOR EQUITY I
+$64.0K
45,483
+4%
减持
CL
COLGATE-PALMOLIVE CO
+$64.0K
7,421
-0%
减持
CVX
CHEVRON CORP
-$62.0K
613
-33%
增持
AGTHX
AMERICAN FUNDS GROWTH FUND OF AMER A
+$62.0K
12,187
+2%
增持
INTC
INTEL CORP
+$58.0K
3,764
+2%
增持
DFSVX
DFA US SMALL CAP VALUE I
+$56.0K
9,886
+2%
减持
BP
BP PLC FSPONSORED ADR 1 ADR REPS 6 ORD SHS
-$56.0K
1,541
-46%
建仓
COIN
COINBASE GLOBAL INC CLASS A
+$52.0K
300
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$50.0K
1,855
+110%
清仓
SHEL
SHELL PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$49.0K
0
-100%
增持
SWHGX
SCHWAB MARKETTRACK GROWTH
+$49.0K
14,808
+8%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
+$48.0K
3,751
+0%
增持
CWGIX
AMERICAN FUNDS CAPITAL WORLD GR&INC A
+$48.0K
7,843
+2%
增持
VCSH
VGRD STC ETF DV
+$46.0K
13,246
+2%
增持
BNDX
VANGUARD TOTAL INTERNATLBND ETF IV
+$45.0K
8,879
+8%
增持
SYY
SYSCO CORP
+$42.0K
5,857
+0%
增持
IJH
ISHARES CORE S&P MID-CAPETF
+$41.0K
193
+286%
增持
KTB
KONTOOR BRANDS INC
+$39.0K
1,969
+3%
增持
FBGRX
FIDELITY BLUE CHIP GROWTH
+$39.0K
1,734
+0%
增持
JPM
JPMORGAN CHASE & CO
+$39.0K
1,310
+3%
增持
ABT
ABBOTT LABORATORIES
+$39.0K
1,255
+22%
建仓
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$37.0K
890
增持
COST
COSTCO WHOLESALE CO
+$37.0K
342
+2%
增持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$35.0K
92,835
+3%
增持
AMCPX
AMERICAN FUNDS AMCAP A
+$34.0K
7,579
+2%
增持
DFREX
DFA REAL ESTATE SECURITIES I
+$33.0K
5,897
+2%
增持
—
ACCENTURE PLC FCLASS A
+$33.0K
606
+4%
增持
QICRX
AQR INTERNATIONAL MULTI-STYLE R6
+$31.0K
18,792
+7%
增持
EMR
EMERSON ELECTRIC CO
+$31.0K
3,148
+10%
增持
IBM
IBM CORP
+$30.0K
1,239
+1%
增持
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
+$29.0K
4,763
+4%
增持
WMT
WALMART INC
-$28.0K
41,913
+1%
增持
SMCWX
AMERICAN FUNDS SMALLCAP WORLD A
+$28.0K
3,613
+1%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$27.0K
553
+62%
减持
OAKBX
OAKMARK EQUITY AND INCOME INVESTOR
-$27.0K
490
-65%
增持
HYG
ISHARES IBOXX HIGH YIELDBOND ETF
+$26.0K
5,950
+1%
清仓
—
VMWARE INC MERGER ELECTION EXP: 10/09/23
-$26.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$24.0K
475
+0%
增持
VUG
VANGUARD GROWTH ETF
+$24.0K
602
+0%
增持
FNIAX
FIDELITY ADVISOR NEW INSIGHTS A
+$23.0K
5,088
+9%
增持
PRBLX
PARNASSUS CORE EQUITY INVESTOR
+$23.0K
3,991
+6%
增持
GOOG
ALPHABET INC. CLASS C
+$22.0K
1,156
+8%
增持
DFEOX
DFA US CORE EQUITY 1 I
+$22.0K
5,829
+0%
增持
VB
VANGUARD SMALL CAP ETF IV
+$22.0K
657
+5%
减持
HRL
HORMEL FOODS CORP
-$21.0K
3,380
-1%
增持
PRMTX
T. ROWE PRICE COMM & TECH INVESTOR
+$21.0K
1,436
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$21.0K
271
+8%
增持
DISVX
DFA INTERNATIONAL SMALL CAP VALUE I
+$20.0K
11,610
+1%
减持
SWDRX
SCHWAB TARGET 2030
-$20.0K
5,434
-23%
增持
COFYX
COLUMBIA CONTRARIAN CORE INST3
+$19.0K
5,115
+3%
增持
PRWAX
T. ROWE PRICE ALL-CAP OPPORTUNITIES FUND
+$19.0K
3,036
+5%
清仓
—
JPMORGAN TAX AWARE EQUITY I
-$19.0K
0
-100%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$18.0K
2,448
+16%
增持
DFISX
DFA INTERNATIONAL SMALL COMPANY I
+$18.0K
10,085
+1%
增持
MCO
MOODYS CORP
+$18.0K
233
+0%
减持
SUSB
ISHARES ESG AWR 1-5 Y USD CP BND ETF
-$18.0K
163
-83%
减持
RC
READY CAP CORP
-$18.0K
629
-74%
增持
DFSIX
DFA US SUSTAINABILITY CORE 1
+$18.0K
4,143
+0%
增持
VDIGX
VANGUARD DIVIDEND GROWTH FUND INV
+$18.0K
5,252
+2%
增持
DFAS
DIMENSIONAL U S SMALL CAP ETF
+$18.0K
2,422
+1%
减持
SWBGX
SCHWAB MARKETTRACK BALANCED
+$17.0K
22,017
-1%
增持
PRWCX
T. ROWE PRICE CAPITAL APPRECIATION
+$17.0K
6,463
+4%
增持
MMM
3M CO
+$17.0K
478
+27%
减持
—
SIRIUS XM HLDGS INC
-$17.0K
550
-88%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$16.0K
138
增持
QTERX
AQR EMERGING MULTI-STYLE II R6
+$16.0K
14,908
+10%
增持
CVS
CVS HEALTH CORP
+$16.0K
539
+43%
增持
VTCLX
VANGUARD TAX-MANAGED CAPITAL APP ADM
+$15.0K
585
+0%
增持
PRGFX
T. ROWE PRICE GROWTH STOCK
+$15.0K
1,583
+3%
增持
AMECX
AMERICAN FUNDS INCOME FUND OF AMER A
+$15.0K
9,462
+0%
增持
DFSPX
DFA INTL SUSTAINABILITY CORE 1
+$15.0K
10,541
+1%
增持
VALSX
VALUE LINE SELECT GROWTH FUND
+$15.0K
3,386
+10%
增持
DFSCX
DFA US MICRO CAP I
+$15.0K
4,715
+1%
增持
SWHRX
SCHWAB TARGET 2025
+$15.0K
11,276
+6%
增持
VEIPX
VANGUARD EQUITY-INCOME INV
+$14.0K
4,555
+5%
