小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 64
减持 70
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
WSM
WILLIAMS SONOMA INC
-$2.7M
53,970
-11%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$2.2M
30,444
-2%
减持
AAPL
APPLE INC
-$1.9M
53,175
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%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.6M
50,115
-6%
减持
PM
PHILIP MORRIS INTL INC
+$1.5M
43,295
-3%
增持
DUSB
DIMENSNL ULTRASHRT FIXEDINCM ETF
+$1.4M
59,089
+92%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$1.4M
68,254
+96%
增持
ED
CONSOLIDATED EDISON INC
+$1.3M
60,189
+0%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
+$1.3M
72,535
+48%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
36,540
+7%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$1.1M
187,575
+4%
减持
WMT
WALMART INC
-$1.0M
102,110
-8%
减持
DGEIX
DFA GLOBAL EQUITY I
-$955.0K
469,242
-4%
减持
KO
THE COCA-COLA CO
+$853.0K
96,873
-1%
减持
FLO
FLOWERS FOODS INC
-$851.0K
158,783
-15%
增持
SO
SOUTHERN CO
+$729.0K
74,527
+0%
增持
VZ
VERIZON COMMUNICATIONS I
+$692.0K
106,988
+3%
减持
CLX
CLOROX CO
-$684.0K
33,358
-3%
增持
WTRG
ESSENTIAL UTILS INC
+$652.0K
108,197
+8%
增持
—
MEDTRONIC PLC F
+$597.0K
55,572
+1%
减持
PAYX
PAYCHEX INC
+$559.0K
41,355
-0%
增持
VCIT
VAG ITM-TERM CORPORATE BOND ETF
+$521.0K
28,945
+26%
减持
DFQTX
DFA US CORE EQUITY 2 I
-$521.0K
49,826
-18%
增持
KMB
KIMBERLY CLARK CORP
+$514.0K
39,801
+1%
减持
MCD
MCDONALDS CORP
+$486.0K
22,782
-0%
增持
NKE
NIKE INC CLASS B
-$481.0K
59,504
+6%
减持
DFVEX
DFA US VECTOR EQUITY I
-$473.0K
42,537
-26%
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$464.0K
28,821
+24%
增持
HSY
HERSHEY CO
+$460.0K
20,366
+14%
减持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
-$366.0K
92,367
-6%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$348.0K
42,086
-12%
增持
—
EXXON MOBIL CORP
+$343.0K
20,915
+5%
增持
MSFT
MICROSOFT CORP
-$331.0K
8,476
+2%
减持
MO
ALTRIA GROUP INC
+$327.0K
80,983
-7%
增持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
+$314.0K
45,782
+29%
增持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$308.0K
99,407
+0%
增持
FNLC
FIRST BANCORP INC ME
+$308.0K
45,072
+53%
增持
PEP
PEPSICO INC
+$250.0K
37,760
+6%
减持
SBUX
STARBUCKS CORP
-$239.0K
39,841
-12%
增持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$204.0K
23,136
+18%
减持
INGR
INGREDION INC
-$199.0K
48,741
-1%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
+$198.0K
21,283
+24%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$184.0K
88,474
-0%
减持
TGT
TARGET CORP EQUITY CLASS EQUITY
-$165.0K
3,866
-8%
增持
DFSB
DIMNSNL GLBL SUSTN FIXEDINCM ETF
+$160.0K
3,160
+6483%
增持
PG
PROCTER & GAMBLE CO
+$154.0K
42,341
+1%
增持
TXN
TEXAS INSTRS INC
-$153.0K
28,707
+1%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$152.0K
14,267
-1%
增持
DFSU
DIMENSIONAL US SUS CORE 1 ETF
+$134.0K
7,475
+112%
减持
VFIAX
VANGUARD 500 INDEX ADMIRAL
-$115.0K
2,190
-5%
减持
DFCEX
DFA EMERGING MARKETS CORE EQUITY I
-$114.0K
34,161
-13%
减持
AMZN
AMAZON.COM INC
-$110.0K
2,651
-5%
增持
SWPPX
SCHWAB S&P 500 INDEX
-$102.0K
28,532
+0%
清仓
—
APOLLO REALTY INCOME SOLUTIONS INC CLASS A-III
-$100.0K
0
-100%
减持
—
DUPONT DE NEMOURS INC
-$97.0K
10,869
-9%
减持
COFYX
COLUMBIA CONTRARIAN CORE INST3
-$91.0K
1,440
-63%
增持
GIS
GENERAL MLS INC
+$84.0K
71,761
+9%
增持
MRK
MERCK & CO. INC.
-$81.0K
10,486
+2%
减持
CL
COLGATE PALMOLIVE CO
-$77.0K
4,962
-17%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
-$76.0K
42,035
-1%
减持
DFVQX
DFA INTERNATIONAL VECTOR EQUITY I
-$71.0K
31,505
-19%
增持
CVX
CHEVRON CORP NEW
+$69.0K
960
+52%
减持
META
META PLATFORMS INC CLASS A
-$68.0K
2,027
-4%
减持
NEE
NEXTERA ENERGY INC
-$66.0K
75,142
-0%
减持
BHB
BAR HBR BANKSHARES
-$63.0K
41,802
-1%
增持
IBIT
ISHARES BITCOIN ETF
-$62.0K
15,523
+4%
减持
KTB
KONTOOR BRANDS INC
-$59.0K
838
-36%
减持
DFSTX
DFA US SMALL CAP I
-$59.0K
11,982
-2%
建仓
VGUS
VANGUARD ULTRA SHORT TREASURY ETF
+$57.0K
760
减持
EMR
EMERSON ELEC CO
-$57.0K
2,894
-4%
减持
SWBGX
SCHWAB MARKETTRACK BALANCED
-$55.0K
21,118
-13%
增持
DFSI
DIMENSNL INTERNTL SUS CORE 1 ETF
+$55.0K
3,305
+80%
减持
DGSIX
DFA GLOBAL ALLOCATION 60/40 I
-$55.0K
79,017
-3%
建仓
FSTA
FIDELITY MSCI CONS STPLSINDX ETF
+$52.0K
1,024
减持
GOOG
ALPHABET INC CLASS C
-$50.0K
1,297
-2%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$49.0K
24,185
-0%
减持
DFGEX
DFA GLOBAL REAL ESTATE SECURITIES PORT
-$48.0K
40,933
-13%
增持
DFIV
DIMENSIONAL INTERNATIONAL VAL ETF
+$47.0K
3,317
+41%
减持
VTV
VANGUARD VALUE ETF
-$46.0K
779
-27%
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$46.0K
3,345
+26%
减持
ESGV
VANGUARD ESG U.S. STOCK ETF
-$45.0K
5,631
-1%
清仓
VWENX
VANGUARD WELLINGTON ADMIRAL
-$43.0K
0
-100%
增持
DFSVX
DFA US SMALL CAP VALUE I
-$40.0K
10,043
+0%
增持
PFE
PFIZER INC
+$40.0K
18,322
+15%
增持
KR
KROGER CO
+$40.0K
5,982
+0%
减持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
-$39.0K
56,311
-2%
增持
AVGO
BROADCOM INC
-$39.0K
605
+0%
建仓
VRSN
VERISIGN INC
+$38.0K
150
减持
OMC
OMNICOM GROUP INC
-$37.0K
6,913
-3%
增持
UNP
UNION PAC CORP
+$35.0K
784
+19%
增持
CI
THE CIGNA GROUP
+$34.0K
632
+0%
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
-$33.0K
12,642
+0%
增持
MRNA
MODERNA INC
+$32.0K
1,279
+975%
减持
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$32.0K
333
-43%
建仓
FUTY
FIDELITY MSCI UTILITIES INDX ETF
+$31.0K
612
减持
QTERX
AQR EMERGING MULTI-STYLE II R6
-$31.0K
9,290
-26%
建仓
FMDE
FIDELITY ENHANCED MID CAP ETF
+$31.0K
1,008
减持
DFIEX
DFA INTERNATIONAL CORE EQUITY I
-$30.0K
76,763
-9%
减持
PRMTX
T. ROWE PRICE COMM & TECH INVESTOR
-$29.0K
1,393
-9%
减持
VGSH
VANGUARD SHORT TERM TREASURY ETF
-$29.0K
1,787
-22%
减持
QCERX
AQR LARGE CAP MULTI-STYLE R6
-$29.0K
34,920
-0%
增持
MSTR
MICROSTRATEGY INC CLASS A
+$29.0K
400
+33%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$28.0K
385
-36%
增持
CAC
CAMDEN NATL CORP
-$28.0K
13,029
+0%
建仓
—
TRANSAMERICA US GROWTH I
+$28.0K
1,057
减持
SCHM
SCHWAB STRATEGI/US MID-CAP ETF
-$28.0K
2,154
-30%
增持
CVS
CVS HEALTH CORP
+$27.0K
1,177
+1%
减持
LLY
ELI LILLY AND CO
+$26.0K
516
-1%
增持
TDV
PROSHRS S P TECH DV ARSTETF
+$25.0K
23,767
+5%
减持
TSLA
TESLA INC
-$25.0K
69
-35%
增持
VUG
VANGUARD GROWTH ETF
-$24.0K
798
+2%
减持
QQQ
INVESCO QQQ TRUST
-$23.0K
493
-1%
增持
ADP
AUTOMATIC DATA PROCESSIN
+$22.0K
296
+26%
增持
DUK
DUKE ENERGY CORP NEW
+$22.0K
914
+10%
减持
MFEIX
MFS GROWTH I
-$22.0K
411
-15%
增持
NVDA
NVIDIA CORP
-$22.0K
1,125
+5%
建仓
FHLC
FIDELITY MSCI HEALTH CARE INDX ETF
+$22.0K
330
减持
HRL
HORMEL FOODS CORP
-$21.0K
2,736
-19%
减持
T
AT&T INC
+$21.0K
3,788
-1%
减持
AWR
AMERICAN STS WTR CO
-$20.0K
2,391
-11%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$20.0K
8,086
-10%
减持
QICRX
AQR INTERNATIONAL MULTI-STYLE R6
+$20.0K
13,750
-0%
减持
PRHSX
T. ROWE PRICE HEALTH SCIENCES
-$20.0K
706
-26%
增持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
-$19.0K
3,542
+1%
增持
VOO
VANGUARD S&P 500 ETF
-$19.0K
1,109
+1%
建仓
FDIS
FIDELITY MSCI CONS DISCRINDX ETF
+$19.0K
228
建仓
FFLC
FIDELITY FUNDAMENTL LG CP CR ETF
+$18.0K
427
减持
LMT
LOCKHEED MARTIN CORP
-$18.0K
249
-6%
清仓
MIDLX
MFS INTERNATIONAL NEW DISCOVERY R6
-$18.0K
0
-100%
减持
OEF
ISHARES S&P 100 ETF
-$17.0K
157
-24%
清仓
RIO
RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$17.0K
0
-100%
建仓
SWAGX
SCHWAB US AGGREGATE BOND INDEX
+$16.0K
1,858
增持
SPY
SPDR S&P 500 ETF
+$16.0K
468
+12%
增持
ABBV
ABBVIE INC
+$16.0K
508
+0%
增持
EPD
ENTERPRISE PRODS PART LP
+$16.0K
4,628
+2%
建仓
DFSE
DIMENSNL EMG MRKT SUS CORE 1 ETF
+$15.0K
453
增持
DFIP
DIMENSIONAL INFLTN PRTD SECRT ETF
+$15.0K
891
+59%
减持
SCHI
SCHWAB 5 10 YEAR CORP BOND ETF
-$15.0K
814
-46%
减持
SYY
SYSCO CORP
-$15.0K
4,549
-2%
增持
AXP
AMERICAN EXPRESS CO
+$14.0K
359
+29%
减持
ABT
ABBOTT LABS
+$14.0K
2,439
-11%
增持
SEEGX
JPMORGAN LARGE CAP GROWTH I
+$14.0K
430
+92%
增持
GOOGL
ALPHABET INC CLASS A
-$14.0K
438
+1%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$13.0K
131
+134%
增持
FNIAX
FIDELITY ADVISOR NEW INSIGHTS A
-$13.0K
5,446
+1%
建仓
DHLRX
DIAMOND HILL LARGE CAP I
+$13.0K
399
增持
WMB
WILLIAMS COS INC
+$13.0K
439
+76%
增持
DFAS
DIMENSIONAL U S SMALL CAP ETF
-$13.0K
2,562
+0%
减持
PEOPX
BNY MELLON S&P 500 INDEX
-$12.0K
1,088
-12%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$12.0K
25
-40%
