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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 9
增持 78
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.4M
59,848
+0%
减持
WSM
WILLIAMS SONOMA FORWARD SPLIT WITH STOCK SPLIT SHARES
-$1.2M
35,337
-0%
增持
WMT
WALMART INC
+$1.0M
127,917
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。
+1%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$920.0K
87,953
+6%
清仓
VFC
VF CORP
-$915.0K
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$683.0K
51,633
+2%
增持
TXN
TEXAS INSTRUMENTS
+$676.0K
28,088
+2%
增持
NEE
NEXTERA ENERGY INC
+$638.0K
74,196
+3%
增持
SBUX
STARBUCKS CORP
-$592.0K
54,351
+3%
增持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$589.0K
98,077
+2%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$576.0K
152,618
+7%
增持
MCD
MCDONALDS CORP
-$566.0K
23,359
+1%
增持
SO
SOUTHERN CO
+$565.0K
74,827
+2%
增持
PM
PHILIP MORRIS INTL
+$562.0K
46,013
+3%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
-$500.0K
102,756
+0%
增持
DFUS
DIMENSIONAL U S EQUITY ETF
+$460.0K
7,833
+195725%
增持
KMB
KIMBERLY CLARK CORP
+$451.0K
38,006
+2%
增持
CLX
CLOROX CO
-$445.0K
33,431
+2%
增持
KO
THE COCA-COLA CO
+$360.0K
100,392
+2%
增持
—
MEDTRONIC PLC F
-$355.0K
54,590
+2%
增持
TDV
PROSHRS S P TECH DV ARSTETF
+$354.0K
12,566
+55%
增持
GIS
GENERAL MILLS INC
-$334.0K
70,778
+3%
增持
—
DUPONT DE NEMOURS INC IA
+$320.0K
68,801
+1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$249.0K
31,849
+1%
增持
PEP
PEPSICO INC
-$244.0K
38,476
+2%
增持
WTRG
ESSENTIAL UTILS INC
+$181.0K
103,779
+4%
增持
PG
PROCTER & GAMBLE
+$180.0K
43,665
+1%
增持
SWPPX
SCHWAB S&P 500 INDEX
+$177.0K
28,032
+4%
减持
MO
ALTRIA GROUP INC
+$171.0K
99,162
-0%
增持
FLO
FLOWERS FOODS INC
-$162.0K
187,992
+3%
增持
—
AMCOR PLC F
+$160.0K
340,694
+2%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$148.0K
35,763
+7%
建仓
EPD
ENTERPRISE PRODS PART LP
+$127.0K
4,399
增持
VZ
VERIZON COMMUNICATN
+$125.0K
22,270
+18%
增持
HSY
HERSHEY CO
-$117.0K
19,153
+2%
增持
DFAW
DIMENSIONAL WORLD EQUITYETF
+$112.0K
2,291
+453%
清仓
SVAIX
FEDERATED HERMES STRATEGIC VALUE DIV IS
-$110.0K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
-$110.0K
14,417
-3%
增持
TGT
TARGET CORP
-$102.0K
4,042
+2%
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$100.0K
15,520
+9%
增持
VCIT
VANGUARD INTERMEDIATE TERM COR ETF
+$99.0K
13,020
+11%
增持
MRK
MERCK & CO. INC.
-$83.0K
10,270
+0%
减持
—
EXXON MOBIL CORP
-$77.0K
23,435
-2%
减持
DFVEX
DFA US VECTOR EQUITY I
-$70.0K
69,755
-0%
增持
NVDA
NVIDIA CORP
+$67.0K
927
+1649%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$62.0K
25,215
+0%
增持
JNJ
JOHNSON & JOHNSON
-$59.0K
36,559
+7%
减持
DFIEX
DFA INTERNATIONAL CORE EQUITY I
-$57.0K
98,096
-2%
增持
OMC
OMNICOM GROUP INC
-$56.0K
7,999
+0%
增持
SYY
SYSCO CORP
-$55.0K
5,800
+0%
减持
INTC
INTEL CORP
-$52.0K
3,332
-5%
清仓
FPNIX
FPA NEW INCOME
-$52.0K
0
-100%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$50.0K
459
-39%
增持
KR
KROGER CO
-$50.0K
7,105
+0%
增持
AMZN
AMAZON.COM INC
+$49.0K
2,930
+2%
减持
IWR
ISHARES RUSSELL MID CAP ETF
-$48.0K
500
-52%
增持
GOOG
ALPHABET INC. CLASS C
+$48.0K
1,231
+6%
增持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
+$48.0K
52,231
+2%
减持
V
VISA INC CLASS A
-$48.0K
416
-26%
增持
META
META PLATFORMS INC CLASS A
+$45.0K
2,304
+0%
减持
DFSTX
DFA US SMALL CAP I
-$44.0K
12,785
-4%
减持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
-$43.0K
2,523
-27%
增持
ABT
ABBOTT LABORATORIES
+$43.0K
2,354
+33%
增持
NKE
NIKE INC CLASS B
-$42.0K
4,528
+11%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$41.0K
5,324
+5%
增持
BNDX
VANGUARD TOTAL INTERNATLBND ETF IV
+$41.0K
10,814
+10%
清仓
FINFX
AMERICAN FUNDS FUNDAMENTAL INVS F2
-$38.0K
0
-100%
减持
COST
COSTCO WHOLESALE CO
+$37.0K
339
-1%
增持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$35.0K
1,746
+0%
增持
PFE
PFIZER INC
+$33.0K
19,536
+6%
减持
DFCEX
DFA EMERGING MARKETS CORE EQUITY I
+$32.0K
46,548
-2%
增持
VUG
VANGUARD GROWTH ETF
+$32.0K
688
+5%
增持
FXAIX
FIDELITY 500 INDEX
+$30.0K
3,772
+0%
减持
HRL
HORMEL FOODS CORP
-$30.0K
2,900
-15%
减持
SABR
SABRE CORP
-$30.0K
14,844
-49%
增持
FNLC
FIRST BANCORP INC ME
+$30.0K
31,824
+3%
清仓
CAIFX
AMERICAN FUNDS CAPITAL INCOME BLDR F2
-$29.0K
0
-100%
增持
—
SCHWAB TARGET 2055 INDEX
+$29.0K
1,697
+1786%
建仓
CLS
CELESTICA INC F
+$29.0K
507
减持
CL
COLGATE-PALMOLIVE CO
+$29.0K
7,208
-3%
清仓
JGASX
JPMORGAN GROWTH ADVANTAGE I
-$27.0K
0
-100%
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$26.0K
12,091
+1%
减持
HYG
ISHARES IBOXX HIGH YIELDBOND ETF
-$26.0K
5,709
-5%
减持
—
GOLDMAN SACHS LARGE CAP VALUE INSTL
-$26.0K
1,057
-59%
减持
—
ISHARES MSCI EAFE INTL IDX K
-$25.0K
3,077
-33%
减持
CME
CME GROUP INC CLASS A
-$25.0K
195
-34%
减持
IBM
IBM CORP
-$24.0K
1,215
-1%
减持
IXUS
ISHARES CORE MSCI TOTL INTL STCK ETF
-$23.0K
100
-77%
建仓
DFIP
DIMENSIONAL INFLTN PRTD SECRT ETF
+$22.0K
551
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$22.0K
4,677
+30%
减持
AGTHX
AMERICAN FUNDS GROWTH FUND OF AMER A
+$22.0K
12,040
-1%
清仓
—
CELESTICA INC F
-$22.0K
0
-100%
减持
VB
VANGUARD SMALL CAP ETF
-$22.0K
591
-10%
减持
DFQTX
DFA US CORE EQUITY 2 I
+$21.0K
69,510
-0%
增持
SPY
SPDR S&P 500 ETF
+$21.0K
410
+6%
增持
AVGO
BROADCOM INC
+$20.0K
60
+3%
减持
MFEIX
MFS GROWTH I
-$20.0K
366
-26%
减持
VTIAX
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL
-$20.0K
2,029
-23%
增持
SWHGX
SCHWAB MARKETTRACK GROWTH
+$19.0K
16,263
+3%
增持
VSGX
VANGUARD ESG INTERNATNL STOCK ETF
+$18.0K
2,698
+13%
建仓
GEV
GE VERNOVA INC
+$18.0K
105
减持
MLAIX
MAINSTAY WINSLOW LARGE CAP GROWTH I
-$18.0K
2,668
-38%
增持
VTIP
VANGUARD SHORT INFLATIONPROT ETF IV
+$18.0K
13,796
+1%
增持
IBIT
ISHARES BITCOIN ETF
-$17.0K
13,619
+14%
减持
—
ISHARES S&P 500 INDEX K
-$17.0K
335
-11%
减持
MIDLX
MFS INTERNATIONAL NEW DISCOVERY R6
-$17.0K
581
-48%
增持
AWSHX
AMERICAN FUNDS WASHINGTON MUTUAL A
-$16.0K
11,902
+1%
减持
VOO
VANGUARD S&P 500 ETF
+$16.0K
1,055
-1%
增持
DFSVX
DFA US SMALL CAP VALUE I
-$15.0K
9,948
+0%
增持
NUE
NUCOR CORP
-$15.0K
372
+1%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$15.0K
44,280
+0%
减持
XLP
SPDR FUND CONSUMER STAPLES ETF
-$15.0K
1,539
-11%
清仓
—
T. ROWE PRICE INSTL EMERGING MKTS EQ
-$14.0K
0
-100%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$14.0K
33
-72%
增持
PAYX
PAYCHEX INC
-$14.0K
40,872
+3%
减持
IMIDX
CONGRESS MID CAP GROWTH INSTITUTIONAL
-$14.0K
2,358
-14%
建仓
MARA
MARATHON DIGITAL HLDGS I
+$14.0K
750
增持
GOOGL
ALPHABET INC. CLASS A
+$14.0K
427
+1%
减持
GLD
SPDR GOLD SHARES ETF
-$13.0K
113
-37%
减持
ADM
ARCHER-DANIELS-MIDLN
-$13.0K
2,166
-5%
建仓
—
MAINSTAY WINSLOW LARGE CAP GROWTH R6
+$13.0K
1,006
增持
MSTR
MICROSTRATEGY INC CLASS A
-$13.0K
100
+14%
清仓
—
PGIM JENNISON INTERNATIONAL OPPS Z
-$12.0K
0
-100%
减持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
-$12.0K
3,559
-5%
减持
DGEIX
DFA GLOBAL EQUITY I
+$12.0K
526,180
-1%
增持
NEM
NEWMONT CORP
+$12.0K
497
+99%
建仓
SWYFX
SCHWAB TARGET 2035 INDEX
+$12.0K
783
增持
DGSIX
DFA GLOBAL ALLOCATION 60/40 I
+$12.0K
79,926
+0%
减持
QCERX
AQR LARGE CAP MULTI-STYLE R6
+$12.0K
40,971
-0%
清仓
SGOIX
FIRST EAGLE OVERSEAS I
-$11.0K
0
-100%
建仓
RIOT
RIOT PLATFORMS INC
+$11.0K
1,250
增持
DRILX
DIMENSIONAL 2060 TARGET DT RTR INC INSTL
+$11.0K
3,944
+15%
增持
DE
DEERE & CO
-$11.0K
290
+0%
减持
CTVA
CORTEVA INC
-$11.0K
447
-27%
清仓
IXC
ISHARES GLOBAL ENERGY ETF
-$11.0K
0
-100%
减持
GM
GENERAL MOTORS CO
-$11.0K
220
-53%
减持
DFGEX
DFA GLOBAL REAL ESTATE SECURITIES PORT
-$11.0K
57,104
-0%
减持
DFUVX
DFA US LARGE CAP VALUE III
-$10.0K
5,952
-2%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$10.0K
52
-51%
减持
PAAS
PAN AMERN SILVER CORP F
-$10.0K
263
-74%
减持
—
BLACKROCK INC
-$10.0K
42
-19%
增持
EMR
EMERSON ELECTRIC CO
-$10.0K
3,155
+0%
减持
MET
METLIFE INC
-$10.0K
181
-40%
增持
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
+$9.0K
4,806
+1%
减持
BHB
BAR HARBOR BANK & TRUST
+$9.0K
47,529
-1%
减持
AMECX
AMERICAN FUNDS INCOME FUND OF AMER A
-$9.0K
9,487
-3%
清仓
IYE
ISHARES US ENERGY ETF
-$8.0K
0
-100%
增持
CMCSA
COMCAST CORP CLASS A
-$8.0K
2,002
+0%
建仓
SWYMX
SCHWAB TARGET 2050 INDEX
+$8.0K
490
减持
JVMIX
JHANCOCK DISCIPLINED VALUE MID CAP I
-$8.0K
1,772
-9%
