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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 65
减持 50
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
+$19.7M
19,751,531
建仓
SUTXX
SCHWAB US TREASURY MONEY ULTRA
+$5.0M
4,998,081
建仓
DFGBX
DFA FIVE-YEAR GLOBAL FIXED-INCOME I
+$1.8M
175,788
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。
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$1.7M
193,910
+3%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$1.5M
30,203
-1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.4M
49,855
-1%
建仓
VBTLX
VANGUARD TOTAL BOND MARKET INDEX ADM
+$1.2M
127,744
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$1.2M
30,006
+413%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.1M
89,412
+1%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
+$1.1M
81,808
+13%
建仓
DIPSX
DFA INFLATION-PROTECTED SECURITIES I
+$1.1M
95,164
减持
MSFT
MICROSOFT CORP
+$1.0M
8,472
-0%
减持
DGEIX
DFA GLOBAL EQUITY I
+$1.0M
455,066
-3%
减持
PM
PHILIP MORRIS INTL INC
+$965.0K
43,029
-1%
增持
VGUS
VANGUARD ULTRA SHORT TREASURY ETF
+$918.0K
12,916
+1599%
建仓
DFGFX
DFA TWO-YEAR GLOBAL FIXED-INCOME I
+$900.0K
92,054
增持
TXN
TEXAS INSTRS INC
+$884.0K
29,100
+1%
增持
AAPL
APPLE INC
-$884.0K
53,266
+0%
增持
CLX
CLOROX CO
-$855.0K
33,788
+1%
减持
WMT
WALMART INC
+$847.0K
100,349
-2%
建仓
DFEQX
DFA SHORT-TERM EXTENDED QUALITY I
+$782.0K
74,677
减持
FBALX
FIDELITY BALANCED
-$614.0K
4,760
-82%
增持
PEP
PEPSICO INC
-$609.0K
38,272
+1%
增持
ED
CONSOLIDATED EDISON INC
-$571.0K
60,629
+1%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$570.0K
81,408
+19%
增持
GIS
GENERAL MILLS INC
-$505.0K
73,098
+2%
建仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$499.0K
499,504
增持
DUSB
DIMENSNL ULTRASHRT FIXEDINCM ETF
+$486.0K
68,635
+16%
减持
MCD
MCDONALDS CORP
-$480.0K
22,712
-0%
增持
KMB
KIMBERLY CLARK CORP
-$465.0K
40,302
+1%
增持
JNJ
JOHNSON & JOHNSON
-$448.0K
36,745
+1%
增持
FLO
FLOWERS FOODS INC
-$445.0K
161,015
+1%
减持
NKE
NIKE INC CLASS B
+$445.0K
59,428
-0%
增持
PG
PROCTER & GAMBLE CO
-$432.0K
42,580
+1%
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$387.0K
33,487
+16%
增持
VCIT
VAG ITM-TERM CORPORATE BOND ETF
+$376.0K
33,073
+14%
增持
VOO
VANGUARD S&P 500 ETF
+$364.0K
1,643
+48%
增持
PAYX
PAYCHEX INC
-$334.0K
41,562
+1%
增持
TDV
PROSHRS S P TECH DV ARSTETF
+$326.0K
24,729
+4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$315.0K
14,270
+0%
减持
META
META PLATFORMS INC CLASS A
+$313.0K
2,008
-1%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$300.0K
24,145
-0%
减持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
-$297.0K
1,189
-66%
减持
SBUX
STARBUCKS CORP
-$297.0K
39,402
-1%
建仓
VBIRX
VANGUARD SHORT-TERM BOND INDEX ADM
+$291.0K
28,301
建仓
DFTEX
DFA INTERMEDIATE-TERM EXTND QLTY I
+$281.0K
28,844
增持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
+$276.0K
50,442
+10%
减持
WSM
WILLIAMS SONOMA INC
+$275.0K
53,918
-0%
建仓
VTABX
VANGUARD TOTAL INTL BD IDX ADMIRAL
+$274.0K
13,895
减持
—
EXXON MOBIL CORP
-$249.0K
20,765
-1%
建仓
VUSB
VAN ULTRA SHRT BND
+$245.0K
4,918
增持
GLD
SPDR GOLD SHARES ETF
+$237.0K
885
+683%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$236.0K
5,791
+224%
增持
DFIP
DIMENSIONAL INFLTN PRTD SECRT ETF
+$225.0K
6,268
+603%
减持
IBIT
ISHARES BITCOIN ETF
+$223.0K
15,508
-0%
增持
VTIP
VANGUARD ST INFLATION PROT ETF
+$215.0K
27,239
+18%
增持
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$214.0K
100,259
+1%
增持
WTRG
ESSENTIAL UTILS INC
-$211.0K
109,494
+1%
建仓
VGIT
VANGUARD INTER-TERM TREAS INDEX FD
+$184.0K
3,081
减持
SWPPX
SCHWAB S&P 500 INDEX
+$183.0K
27,626
-3%
减持
DFQTX
DFA US CORE EQUITY 2 I
+$166.0K
49,819
-0%
减持
MRK
MERCK & CO. INC.
-$164.0K
9,816
-6%
增持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
+$152.0K
57,265
+2%
建仓
DFSHX
DFA SELECTIVELY HEDGED GLOBAL F/I I
+$152.0K
16,208
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$145.0K
12,871
+2%
增持
FNLC
FIRST BANCORP INC ME
+$137.0K
49,221
+9%
减持
—
DUPONT DE NEMOURS INC
-$136.0K
9,848
-9%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$131.0K
42,329
+1%
清仓
VALSX
VALUE LINE SELECT GROWTH FUND
-$131.0K
0
-100%
减持
DFUVX
DFA US LARGE CAP VALUE III
-$129.0K
1,977
-67%
增持
—
MEDTRONIC PLC F
-$124.0K
55,879
+1%
建仓
—
MICROSTRATEGY I 10 PFDPFD SER A
+$124.0K
1,096
减持
DFSTX
DFA US SMALL CAP I
-$123.0K
8,652
-28%
减持
PFE
PFIZER INC
-$118.0K
14,299
-22%
增持
VZ
VERIZON COMMUNICATIONS I
-$116.0K
109,464
+2%
增持
DFIV
DIMENSIONAL INTERNATIONAL VAL ETF
+$115.0K
5,739
+73%
清仓
MSTR
MICROSTRATEGY INC CLASS A
-$115.0K
0
-100%
减持
SWHGX
SCHWAB MARKETTRACK GROWTH
-$113.0K
14,113
-29%
增持
ESGV
VANGUARD ESG U.S. STOCK ETF
+$108.0K
6,009
+7%
减持
DFREX
DFA REAL ESTATE SECURITIES I
-$107.0K
3,244
-44%
建仓
—
MONEY MARKET POOL
+$106.0K
88,790
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
-$102.0K
92,715
+0%
增持
MO
ALTRIA GROUP INC
-$96.0K
81,270
+0%
减持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$93.0K
2,141
-2%
建仓
DFAPX
DFA INVESTMENT GRADE I
+$93.0K
9,256
减持
DFSCX
DFA US MICRO CAP I
-$84.0K
1,478
-69%
增持
VUG
VANGUARD GROWTH ETF
+$78.0K
853
+7%
增持
AMZN
AMAZON.COM INC
+$78.0K
2,653
+0%
建仓
BSIIX
BLACKROCK STRATEGIC INCOME OPPS INSTL
+$77.0K
7,973
减持
DFSVX
DFA US SMALL CAP VALUE I
-$76.0K
7,954
-21%
清仓
—
ISHARES S&P 500 INDEX K
-$75.0K
0
-100%
建仓
VFSUX
VANGUARD SHORT-TERM INVESTMENT-GRADE ADM
+$74.0K
7,071
增持
OMC
OMNICOM GROUP INC
-$74.0K
6,947
+0%
减持
DFVEX
DFA US VECTOR EQUITY I
+$73.0K
42,258
-1%
减持
QCERX
AQR LARGE CAP MULTI-STYLE R6
+$73.0K
34,105
-2%
建仓
DFSMX
DFA SHORT TERM MUNICIPAL BOND I
+$72.0K
7,155
减持
SDY
SPDR S&P DIVIDEND ETF
-$72.0K
13,114
-4%
增持
HSY
HERSHEY CO
-$71.0K
20,557
+1%
减持
DFIEX
DFA INTERNATIONAL CORE EQUITY 2 I
+$70.0K
72,271
-6%
建仓
COIN
COINBASE GLOBAL INC CLASS A
+$70.0K
200
减持
DFCEX
DFA EMERGING MARKETS CORE EQUITY 2 I
+$68.0K
33,123
-3%
增持
AVGO
BROADCOM INC
+$66.0K
606
+0%
增持
CWGIX
AMERICAN FUNDS CAPITAL WORLD GR&INC A
+$64.0K
7,945
+0%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ET
+$64.0K
22,285
+5%
减持
EMR
EMERSON ELEC CO
+$63.0K
2,856
-1%
增持
INGR
INGREDION INC
+$63.0K
49,060
+1%
减持
DODGX
DODGE & COX STOCK I
-$62.0K
8
-97%
减持
DFSIX
DFA US SUSTAINABILITY CORE 1
-$62.0K
2,493
-41%
增持
AWSHX
AMERICAN FUNDS WASHINGTON MUTUAL A
+$61.0K
12,284
+4%
建仓
—
MICROSTRATEGY INC PFDCONV SER A
+$61.0K
509
增持
KO
THE COCA-COLA CO
-$56.0K
97,264
+0%
增持
NEE
NEXTERA ENERGY INC
-$55.0K
75,931
+1%
建仓
VMATX
VANGUARD MA TAX-EXEMPT INV
+$54.0K
5,563
减持
DFVQX
DFA INTERNATIONAL VECTOR EQUITY I
+$52.0K
31,133
-1%
减持
DISVX
DFA INTERNATIONAL SMALL CAP VALUE I
-$52.0K
7,859
-29%
减持
DFISX
DFA INTERNATIONAL SMALL COMPANY I
-$51.0K
6,805
-34%
建仓
BSIKX
BLACKROCK STRATEGIC INCOME OPPS K
+$49.0K
5,062
减持
SPY
SPDR S&P 500 ETF
-$48.0K
346
-26%
减持
NVDA
NVIDIA CORP
+$46.0K
1,064
-5%
建仓
WSMAX
ALLSPRING SHORT-TERM MUNICIPAL BD A
+$45.0K
4,686
增持
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
+$43.0K
3,661
+9%
增持
SO
SOUTHERN CO
+$42.0K
75,084
+1%
清仓
VTIAX
VANGUARD TOTAL INTL STOCK INDEX ADMIRAL
-$42.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$42.0K
153
-10%
增持
DFSU
DIMENSIONAL US SUS CORE 1 ETF
+$41.0K
7,861
+5%
增持
AIVSX
AMERICAN FUNDS INVMT CO OF AMER A
+$41.0K
5,268
+1%
建仓
VIPSX
VANGUARD INFLATION-PROTECTED SECS INV
+$41.0K
3,527
增持
LRCX
LAM RESH CORP
+$41.0K
1,680
+0%
增持
AMCPX
AMERICAN FUNDS AMCAP A
+$40.0K
7,046
+4%
减持
XLP
SPDR FUND CONSUMER STAPLES ETF
-$39.0K
560
-46%
增持
SMCWX
AMERICAN FUNDS SMALLCAP WORLD A
+$35.0K
3,634
+0%
建仓
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
+$34.0K
154
减持
MRNA
MODERNA INC
-$33.0K
109
-91%
减持
DFVIX
DFA INTERNATIONAL VALUE III
-$32.0K
811
-68%
减持
DFSPX
DFA INTL SUSTAINABILITY CORE 1
-$29.0K
7,650
-30%
清仓
—
TRANSAMERICA US GROWTH I
-$28.0K
0
-100%
建仓
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$28.0K
29,243
增持
BMY
BRISTOL MYERS SQUIBB CO
-$27.0K
1,926
+1%
减持
JPM
JPMORGAN CHASE & CO
-$26.0K
955
-23%
减持
TGT
TARGET CORP EQUITY CLASS EQUITY
-$25.0K
3,840
-1%
增持
KR
KROGER CO
+$25.0K
5,997
+0%
增持
OKE
ONEOK INC NEW
-$25.0K
1,496
+1%
增持
COF
CAPITAL ONE FINL CORP
+$24.0K
166
+155%
增持
DFEOX
DFA US CORE EQUITY 1 I
+$24.0K
5,918
+0%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$24.0K
41,655
-1%
减持
DFEVX
DFA EMERGING MARKETS VALUE I
-$24.0K
721
-54%
增持
CVX
CHEVRON CORP NEW
-$23.0K
961
+0%
增持
DFAW
DIMENSIONAL WORLD EQUITYETF
+$23.0K
2,798
+4%
建仓
AFTFX
AMERICAN FUNDS TAX-EXEMPT BOND F1
+$21.0K
1,728
建仓
TSBRX
NUVEEN CORE IMPACT BOND A
+$20.0K
2,300
