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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 21
增持 58
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
UL
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$6.0M
92,292
清仓
—
UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$6.0M
0
-100%
增持
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$2.8M
182,332
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。
+57%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
+$2.6M
125,307
+35%
增持
VGUS
VANGUARD ULTRA SHORT TREASURY ETF
+$2.3M
206,540
+18%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$2.3M
225,730
+13%
增持
DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF
+$1.9M
93,765
+73%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.7M
106,817
+6%
减持
KMB
KIMBERLY CLARK CORP
-$1.4M
36,626
-10%
减持
WSM
WILLIAMS SONOMA INC
-$1.3M
50,286
-4%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$1.2M
575
-95%
减持
BHB
BAR HBR BANKSHARES
-$1.1M
40,518
-47%
减持
CLX
CLOROX CO
-$988.0K
30,222
-8%
增持
JNJ
JOHNSON & JOHNSON
+$963.0K
39,022
+2%
减持
IBIT
ISHARES BITCOIN ETF
-$904.0K
910
-94%
减持
PAYX
PAYCHEX INC
-$867.0K
40,178
-5%
增持
DUSB
DIMENSNL ULTRASHRT FIXEDINCM ETF
+$862.0K
91,759
+23%
减持
NKE
NIKE INC CLASS B
-$749.0K
52,915
-10%
增持
SUTXX
SCHWAB US TREASURY MONEY ULTRA
+$647.0K
6,792,317
+11%
减持
HSY
HERSHEY CO
-$627.0K
16,916
-15%
增持
DFIV
DIMENSIONAL INTERNATIONAL VAL ETF
+$592.0K
17,295
+195%
增持
KO
THE COCA-COLA CO
+$574.0K
100,906
+3%
减持
AAPL
APPLE INC
+$569.0K
51,499
-2%
减持
WMT
WALMART INC
+$566.0K
95,380
-2%
增持
NEE
NEXTERA ENERGY INC
+$515.0K
79,141
+2%
减持
GIS
GENERAL MILLS INC
-$512.0K
72,385
-6%
增持
SO
SOUTHERN CO
-$508.0K
75,387
+1%
增持
TDV
PROSHRS S P TECH DV ARSTETF
+$480.0K
32,720
+20%
增持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
+$477.0K
63,944
+24%
减持
PG
PROCTER & GAMBLE CO
-$474.0K
42,907
-0%
增持
VCIT
VANGUARD INTERMEDIATE TERM COR ETF
+$458.0K
42,332
+15%
增持
MO
ALTRIA GROUP INC
-$455.0K
85,086
+5%
减持
FBALX
FIDELITY BALANCED
-$435.0K
5,020
-72%
增持
DFIP
DIMENSIONAL INFLTN PRTD SECRT ETF
+$410.0K
17,253
+137%
减持
—
DUPONT DE NEMOURS INC
-$400.0K
6,764
-22%
减持
SBUX
STARBUCKS CORP
-$359.0K
32,799
-11%
增持
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$355.0K
396,204
+866%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
+$342.0K
32,937
+30%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
+$335.0K
30,910
+2%
增持
PEP
PEPSICO INC
+$328.0K
41,018
+4%
减持
MSFT
MICROSOFT CORP
-$324.0K
8,429
-1%
建仓
—
THE MAGNUM ICE CREAM C F
+$317.0K
20,080
增持
INGR
INGREDION INC
-$314.0K
51,904
+5%
建仓
Q
QNITY ELECTRONICS INC
+$274.0K
3,365
减持
DFQTX
DFA US CORE EQUITY 2 I
-$265.0K
40,847
-15%
增持
—
ACCENTURE PLC IRELAND FCLASS CLASS A
+$257.0K
1,778
+99%
增持
DGEIX
DFA GLOBAL EQUITY I
+$236.0K
448,485
+0%
增持
DFAS
DIMENSIONAL U S SMALL CAP ETF
+$230.0K
5,837
+128%
减持
DFGBX
DFA FIVE-YEAR GLOBAL FIXED-INCOME I
-$227.0K
154,804
-12%
增持
AVGO
BROADCOM INC
+$223.0K
1,235
+99%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$213.0K
40,400
-6%
增持
MCD
MCDONALDS CORP
+$212.0K
23,359
+2%
增持
—
VICTORY ULTRA SHORT-TERM BOND
+$198.0K
35,437
+125%
增持
GLD
SPDR GOLD SHARES ETF
+$197.0K
1,290
+46%
减持
VBTLX
VANGUARD TOTAL BOND MARKET INDEX ADM
-$195.0K
108,189
-16%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$192.0K
22,004
-8%
增持
—
MEDTRONIC PLC F
+$189.0K
57,517
+3%
减持
META
META PLATFORMS INC CLASS A
-$179.0K
1,671
-4%
增持
ED
CONSOLIDATED EDISON INC
+$174.0K
63,486
+4%
减持
DFVEX
DFA US VECTOR EQUITY I
-$172.0K
33,574
-16%
增持
VOO
VANGUARD S&P 500 ETF
+$171.0K
2,069
+13%
减持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
-$167.0K
90,483
-3%
减持
PTY
PIMCO CORPORATE OPPORTUN
-$166.0K
656
-95%
增持
GOOG
ALPHABET INC CLASS CLASS C
+$165.0K
1,468
+21%
增持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$165.0K
45,468
+7%
增持
LLY
ELI LILLY AND CO
+$165.0K
529
+0%
减持
MRK
MERCK & CO. INC.
+$164.0K
9,421
-4%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$161.0K
47,989
-3%
减持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$152.0K
2,414
-65%
减持
SNSXX
SCHWAB US TREASURY MONEY INVESTOR
-$151.0K
18,463,550
-1%
减持
FXAIX
FIDELITY 500 INDEX
-$149.0K
3,796
-16%
减持
SWPPX
SCHWAB S&P 500 INDEX
-$141.0K
151,305
-7%
减持
—
EXXON MOBIL CORP
+$129.0K
20,212
-1%
减持
QCERX
AQR LARGE CAP MULTI-STYLE R6
-$119.0K
30,512
-7%
增持
AXP
AMERICAN EXPRESS CO
+$105.0K
1,413
+13%
减持
AGTHX
AMERICAN FUNDS GROWTH FUND OF AMER A
-$101.0K
12,003
-1%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$98.0K
470
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$97.0K
205
增持
CAT
CATERPILLAR INC
+$96.0K
458
+32%
减持
DFEOX
DFA US CORE EQUITY 1 I
-$94.0K
3,904
-34%
减持
SWHGX
SCHWAB MARKETTRACK GROWTH
-$92.0K
11,884
-17%
清仓
COIN
COINBASE GLOBAL INC CLASS A
-$92.0K
0
-100%
建仓
COMT
ISHR ETF GSCI CMD DYN STR ETF
+$90.0K
3,625
增持
AMZN
AMAZON.COM INC
+$88.0K
2,968
+9%
清仓
—
FIDELITY STOCK SELEC
-$88.0K
0
-100%
减持
IAU
ISHARES GOLD ETF
-$84.0K
1,221
-52%
减持
VBIRX
VANGUARD SHORT-TERM BOND INDEX ADM
-$80.0K
22,832
-26%
减持
OMC
OMNICOM GROUP INC
-$70.0K
6,061
-12%
增持
HRL
HORMEL FOODS CORP
+$66.0K
13,146
+32%
增持
WTRG
ESSENTIAL UTILS INC
-$66.0K
115,170
+2%
减持
HYG
ISHARES IBOXX HIGH YIELDBOND ETF
-$63.0K
3,561
-17%
增持
CAC
CAMDEN NATL CORP
+$63.0K
13,036
+0%
增持
VZ
VERIZON COMMUNICATIONS I
+$61.0K
122,363
+9%
建仓
FRIAX
FRANKLIN INCOME ADV
+$61.0K
24,699
建仓
WOBDX
JPMORGAN CORE BOND I
+$60.0K
5,821
建仓
—
CONSERVATIVE POOL
+$58.0K
2,758
减持
FNLC
FIRST BANCORP INC ME
-$57.0K
52,376
-5%
建仓
IEMG
ISHARES CORE MSCI EMERGING ETF
+$56.0K
834
减持
DFVQX
DFA INTERNATIONAL VECTOR EQUITY I
-$56.0K
24,758
-15%
增持
CVX
CHEVRON CORP NEW
+$55.0K
1,376
+38%
减持
DIPSX
DFA INFLATION-PROTECTED SECURITIES I
-$54.0K
91,177
-4%
清仓
—
MACQUARIE VALUE INST
-$52.0K
0
-100%
增持
VWIAX
VANGUARD WELLESLEY INCOME ADMIRAL
+$51.0K
853
+2841%
减持
SWHRX
SCHWAB TARGET 2025
-$51.0K
6,076
-31%
增持
XLE
STATE STRET ENRGY SLECT SEC SPDR ETF
+$50.0K
2,237
+295%
增持
VDE
VANGUARD ENERGY ETF
+$49.0K
813
+92%
减持
DFGEX
DFA GLOBAL REAL ESTATE SECURITIES PORT
-$49.0K
38,474
-6%
减持
HD
HOME DEPOT INC
-$48.0K
287
-21%
减持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
-$48.0K
27,647
-1%
减持
DFTEX
DFA INTERMEDIATE-TERM EXTND QLTY I
-$47.0K
24,454
-16%
增持
SWEGX
SCHWAB MARKETTRACK ALL EQUITY
+$46.0K
58,410
+7%
增持
DODIX
DODGE & COX INCOME I
+$45.0K
3,552
+8563%
减持
DFEQX
DFA SHORT-TERM EXTENDED QUALITY I
-$44.0K
70,895
-5%
建仓
DODBX
DODGE & COX BALANCED I
+$42.0K
3,131
减持
SDY
STATE STREET SPDR S&P DIV ETF
-$42.0K
12,320
-2%
建仓
VGHAX
VANGUARD HEALTH CARE ADM
+$42.0K
494
减持
DFGFX
DFA TWO-YEAR GLOBAL FIXED-INCOME I
-$41.0K
87,934
-4%
清仓
STCE
SCHWAB CRYPTO THEMATIC ETF
-$41.0K
0
-100%
建仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
+$40.0K
1,761
减持
IVV
ISHARES CORE S&P 500 ETF
-$39.0K
643
-10%
增持
ANCFX
AMERICAN FUNDS FUNDAMENTAL INVS A
+$38.0K
13,367
+5%
建仓
IEUR
ISHARES CORE MSCI EUROPEETF
+$38.0K
536
减持
QICRX
AQR INTERNATIONAL MULTI-STYLE R6
-$37.0K
10,372
-15%
增持
SWYFX
SCHWAB TARGET 2035 INDEX
+$37.0K
3,268
+151%
建仓
IPAC
ISHARES CORE MSCI PACIFIC ETF
+$37.0K
507
清仓
—
KELLANOVA
-$36.0K
0
-100%
增持
DFSV
DIMENSIONAL US SMALL CAPVALU ETF
+$35.0K
1,686
+154%
减持
EMR
EMERSON ELEC CO
-$34.0K
2,520
-10%
建仓
POAGX
PRIMECAP ODYSSEY AGGRESSIVE GROWTH
+$33.0K
676
增持
VUSB
VAN ULTRA SHRT BND
+$33.0K
5,757
+13%
增持
SYY
SYSCO CORP
-$33.0K
4,587
+2%
增持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
+$31.0K
1,119
+120%
减持
KR
KROGER CO
-$31.0K
4,571
-2%
建仓
WEA
WESTERN ASSET PREMIER BO
+$31.0K
2,823
减持
VCRRX
HARRISON STREET REAL ASSETS FUND
-$31.0K
3,124
-26%
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$31.0K
314
减持
VFIAX
VANGUARD 500 INDEX ADMIRAL
+$30.0K
2,144
-0%
减持
AQEAX
COLUMBIA DISCIPLINED CORE A
-$30.0K
5,709
-20%
减持
RTX
RTX CORP
-$30.0K
133
-59%
增持
DFSVX
DFA US SMALL CAP VALUE I
+$29.0K
8,345
+4%
建仓
POGRX
PRIMECAP ODYSSEY GROWTH
+$29.0K
808
增持
DFAW
DIMENSIONAL WORLD EQUITYETF
+$29.0K
2,997
+11%
减持
DFCEX
DFA EMERGING MARKETS CORE EQUITY 2 I
-$28.0K
31,181
-6%
减持
MPC
MARATHON PETE CORP
-$28.0K
124
-51%
建仓
PDBZX
PGIM TOTAL RETURN BOND Z
+$28.0K
2,378
减持
GOOGL
ALPHABET INC CLASS CLASS A
+$28.0K
433
-2%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$27.0K
597
+30%
建仓
TFI
STAT STRT SPDR NVN ICE MNCPL ETF IV
+$27.0K
609
减持
VTABX
VANGUARD TOTAL INTL BD IDX ADMIRAL
-$27.0K
12,847
-8%
清仓
NCIQ
HASHDEX NASDAQ CRYPTO INDEX US ETF
-$26.0K
0
-100%
