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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 91
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
WSM
WILLIAMS SONOMA
+$4.0M
35,355
-1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$2.1M
31,402
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$2.0M
82,887
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。
+7%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.0M
50,520
+7%
减持
AAPL
APPLE INC
-$1.3M
59,696
-0%
减持
DGEIX
DFA GLOBAL EQUITY I
+$1.1M
530,797
-1%
增持
WMT
WALMART INC
+$1.0M
127,138
+203%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$808.0K
142,792
+6%
增持
PG
PROCTER & GAMBLE
+$746.0K
43,275
+1%
减持
—
HANESBRANDS INC
-$733.0K
1,249
-99%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$717.0K
102,333
+1%
增持
MSFT
MICROSOFT CORP
+$552.0K
11,842
+1%
减持
VFC
VF CORP
-$532.0K
59,704
-23%
增持
KMB
KIMBERLY CLARK CORP
+$510.0K
37,110
+5%
增持
GIS
GENERAL MILLS INC
+$504.0K
68,758
+4%
增持
INGR
INGREDION INC
+$493.0K
49,960
+1%
建仓
IBIT
ISHARES BITCOIN ETF
+$481.0K
11,904
增持
CLX
CLOROX CO
+$459.0K
32,702
+3%
增持
NEE
NEXTERA ENERGY INC
+$430.0K
72,227
+5%
增持
MO
ALTRIA GROUP INC
+$418.0K
99,631
+2%
增持
—
MEDTRONIC PLC F
+$394.0K
53,386
+3%
增持
HSY
HERSHEY CO
+$381.0K
18,704
+7%
增持
FLO
FLOWERS FOODS INC
+$378.0K
182,563
+4%
减持
—
EXXON MOBIL CORP
+$367.0K
23,873
-1%
增持
TDV
PROSHRS S P TECH DV ARSTETF
+$366.0K
8,096
+160%
增持
SO
SOUTHERN CO
+$314.0K
73,048
+4%
增持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$304.0K
95,724
+3%
增持
MCD
MCDONALDS CORP
-$301.0K
23,122
+1%
增持
PEP
PEPSICO INC
+$301.0K
37,654
+2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$298.0K
33,427
+15%
增持
PAYX
PAYCHEX INC
+$287.0K
39,574
+3%
增持
KO
THE COCA-COLA CO
+$283.0K
98,562
+1%
增持
TXN
TEXAS INSTRUMENTS
+$254.0K
27,477
+3%
减持
BHB
BAR HARBOR BANKSHARE
-$245.0K
47,899
-7%
增持
MRK
MERCK & CO. INC.
+$236.0K
10,267
+0%
增持
VZ
VERIZON COMMUNICATN
+$223.0K
18,897
+25%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$223.0K
3,595
减持
DFQTX
DFA US CORE EQUITY 2 I
+$218.0K
69,727
-0%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$195.0K
25,139
+0%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$191.0K
5,450
+512%
增持
ED
CONSOLIDATED EDISON
+$183.0K
58,841
+4%
减持
FNLC
FIRST BANCORP INC ME
-$182.0K
30,908
-7%
减持
SWPPX
SCHWAB S&P 500 INDEX
+$180.0K
27,029
-1%
增持
JNJ
JOHNSON & JOHNSON
+$171.0K
34,156
+2%
增持
—
DUPONT DE NEMOURS INC IA
+$159.0K
68,059
+3%
减持
META
META PLATFORMS INC CLASS A
+$156.0K
2,299
-15%
增持
DFVEX
DFA US VECTOR EQUITY I
+$152.0K
70,101
+0%
增持
SBUX
STARBUCKS CORP
-$149.0K
52,768
+2%
减持
CAC
THE CAMDEN NTNL BANK
-$142.0K
9,799
-22%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$122.0K
44,216
+0%
清仓
EPD
ENTERPRISE PRODS PART LP
-$115.0K
0
-100%
减持
MSTR
MICROSTRATEGY INC CLASS A
-$115.0K
88
-79%
增持
WTRG
ESSENTIAL UTILS INC
+$113.0K
99,667
+4%
增持
LLY
ELI LILLY AND CO
+$101.0K
516
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM CORP BND IDX FD ETF
+$100.0K
11,697
+13%
减持
TGT
TARGET CORP
+$100.0K
3,948
-6%
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$98.0K
12,010
+0%
增持
HD
HOME DEPOT INC
+$97.0K
2,617
+0%
增持
AMZN
AMAZON.COM INC
+$94.0K
2,869
+3%
增持
OMC
OMNICOM GROUP INC
+$87.0K
7,995
+1%
减持
SDY
SPDR S&P DIVIDEND ETF
+$85.0K
14,806
-0%
增持
NKE
NIKE INC CLASS B
+$84.0K
4,075
+48%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$82.0K
5,085
+10%
增持
CL
COLGATE-PALMOLIVE CO
+$78.0K
7,439
+0%
增持
VCSH
VGRD STC ETF DV
+$75.0K
14,214
+7%
减持
DFIEX
DFA INTERNATIONAL CORE EQUITY I
+$68.0K
99,875
-0%
减持
SABR
SABRE CORP
-$63.0K
28,881
-4%
增持
ABT
ABBOTT LABORATORIES
+$63.0K
1,768
+41%
增持
AWSHX
AMERICAN FUNDS WASHINGTON MUTUAL A
+$61.0K
11,823
+0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$54.0K
181
-73%
增持
VOO
VANGUARD S&P 500 ETF
+$52.0K
1,064
+1%
清仓
COIN
COINBASE GLOBAL INC CLASS A
-$52.0K
0
-100%
增持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$52.0K
13,600
+8%
增持
EMR
EMERSON ELECTRIC CO
+$51.0K
3,151
+0%
减持
KR
KROGER CO
+$50.0K
7,083
-9%
减持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$49.0K
1,742
-4%
减持
DGSIX
DFA GLOBAL ALLOCATION 60/40 I
-$48.0K
79,834
-8%
增持
BNDX
VANGUARD TOTAL INTERNATLBND ETF IV
+$47.0K
9,868
+11%
减持
SWHRX
SCHWAB TARGET 2025
-$46.0K
7,758
-31%
增持
SWHGX
SCHWAB MARKETTRACK GROWTH
+$46.0K
15,795
+7%
减持
DGTSX
DFA GLOBAL ALLOCATION 25/75 I
-$42.0K
19,889
-15%
减持
SYY
SYSCO CORP
+$41.0K
5,781
-1%
减持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
-$40.0K
51,014
-9%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
+$40.0K
3,754
+0%
增持
NVDA
NVIDIA CORP
+$40.0K
53
+231%
增持
VUG
VANGUARD GROWTH ETF
+$38.0K
655
+9%
增持
CWGIX
AMERICAN FUNDS CAPITAL WORLD GR&INC A
+$38.0K
7,860
+0%
清仓
YACKX
AMG YACKTMAN I
-$37.0K
0
-100%
减持
V
VISA INC CLASS A
-$36.0K
562
-24%
减持
INTC
INTEL CORP
-$34.0K
3,512
-7%
清仓
AHLYX
AMERICAN BEACON AHL MGD FUTS STRAT Y
-$33.0K
0
-100%
减持
IBM
IBM CORP
+$32.0K
1,229
-1%
减持
AWR
AMERICAN STATES WTR
-$32.0K
3,026
-3%
减持
JPM
JPMORGAN CHASE & CO
+$30.0K
1,258
-4%
增持
DFSTX
DFA US SMALL CAP I
+$29.0K
13,333
+0%
增持
FNIAX
FIDELITY ADVISOR NEW INSIGHTS A
+$27.0K
5,115
+1%
增持
DFVQX
DFA INTERNATIONAL VECTOR EQUITY I
+$27.0K
45,540
+0%
增持
DUK
DUKE ENERGY CORP
+$25.0K
1,236
+27%
增持
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
+$25.0K
4,775
+0%
减持
SPY
SPDR S&P 500 ETF
-$24.0K
386
-19%
建仓
DFAW
DIMENSIONAL WORLD EQUITYETF
+$24.0K
414
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$23.0K
1,131
-30%
增持
DFSVX
DFA US SMALL CAP VALUE I
+$22.0K
9,913
+0%
增持
PRBLX
PARNASSUS CORE EQUITY INVESTOR
+$22.0K
3,996
+0%
增持
ADM
ARCHER-DANIELS-MIDLN
-$22.0K
2,289
+0%
增持
DFEOX
DFA US CORE EQUITY 1 I
+$22.0K
5,843
+0%
减持
CI
THE CIGNA GROUP
+$22.0K
631
-9%
增持
DFLVX
DFA US LARGE CAP VALUE I
+$21.0K
4,320
+0%
减持
DFGEX
DFA GLOBAL REAL ESTATE SECURITIES PORT
-$21.0K
57,324
-2%
减持
MCO
MOODYS CORP
-$20.0K
181
-22%
增持
DFUVX
DFA US LARGE CAP VALUE III
+$18.0K
6,065
+0%
增持
VSGX
VANGUARD ESG INTERNATNL STOCK ETF
+$17.0K
2,378
+10%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$17.0K
2,079
+4%
增持
PM
PHILIP MORRIS INTL
+$17.0K
44,745
+3%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
-$17.0K
617
-13%
减持
CAT
CATERPILLAR INC
+$17.0K
310
-5%
增持
AMECX
AMERICAN FUNDS INCOME FUND OF AMER A
+$16.0K
9,766
+3%
减持
VGSH
VANGUARD SHORT TERM TREASURY ETF
-$16.0K
3,729
-6%
增持
DFSIX
DFA US SUSTAINABILITY CORE 1
+$16.0K
4,155
+0%
增持
VTCLX
VANGUARD TAX-MANAGED CAPITAL APP ADM
+$15.0K
587
+0%
增持
VTV
VANGUARD VALUE ETF
+$15.0K
1,085
+0%
增持
GOOG
ALPHABET INC. CLASS C
+$15.0K
1,165
+1%
增持
CVS
CVS HEALTH CORP
+$15.0K
724
+34%
增持
OKE
ONEOK INC
+$15.0K
1,458
+1%
清仓
BIMBX
BLACKROCK SYSTEMATIC MULTI-STRAT INSTL
-$15.0K
0
-100%
减持
SWBGX
SCHWAB MARKETTRACK BALANCED
+$14.0K
21,845
-1%
增持
DIS
WALT DISNEY CO
+$14.0K
448
+0%
减持
DFCEX
DFA EMERGING MARKETS CORE EQUITY I
+$13.0K
47,423
-1%
增持
MPC
MARATHON PETE CORP
+$13.0K
243
+1%
增持
DISVX
DFA INTERNATIONAL SMALL CAP VALUE I
+$13.0K
11,617
+0%
增持
FCNTX
FIDELITY CONTRAFUND
+$12.0K
4,314
+0%
建仓
FNDB
SCHWAB FUNDAMENTAL US BROAD MKT ETF
+$12.0K
187
减持
SGOIX
FIRST EAGLE OVERSEAS I
-$11.0K
438
-52%
增持
USSPX
VICTORY 500 INDEX MEMBER
+$11.0K
1,724
+0%
减持
ROBT
FT NASDAQ ARTIFIC INTELGN ROBTIC ETF
-$11.0K
161
-60%
减持
SWTSX
SCHWAB TOTAL STOCK MARKET INDEX
-$11.0K
25
-85%
增持
MET
METLIFE INC
+$11.0K
304
+80%
减持
—
PGIM JENNISON INTERNATIONAL OPPS Z
-$10.0K
406
-48%
减持
RPMGX
T. ROWE PRICE MID-CAP GROWTH
-$10.0K
368
-25%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$10.0K
97
-54%
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$10.0K
264
增持
HRL
HORMEL FOODS CORP
+$10.0K
3,400
+1%
减持
—
ROYAL CARIBBEAN GROUP F
-$10.0K
12
-87%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF IV
+$10.0K
47
增持
MEIIX
MFS VALUE I
+$10.0K
2,292
+0%
增持
AMD
ADVANCED MICRO DEVICE IN
+$9.0K
62
+226%
增持
LOW
LOWES COMPANIES INC
+$9.0K
277
+0%
增持
DFUSX
DFA US LARGE COMPANY I
+$9.0K
2,718
+0%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
-$9.0K
64
-30%
增持
DFUEX
DFA US SOCIAL CORE EQUITY 2 PORTFOLIO
+$9.0K
3,759
+0%
