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Pathstone Holdings, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Pathstone Holdings, LLC
报告期 2026-03-31 · CIK 0002011612
持仓数
2,222
前50大市值合计
$13.92B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 77
减持 62
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
CRWD
CROWDSTRIKE HLDGS INC
-$135.5M
607,166
-47%
增持
MSFT
MICROSOFT CORP
+$82.9M
1,983,463
+4%
减持
AAPL
APPLE INC
+$79.2M
2,813,865
-5%
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
NVDA
NVIDIA CORPORATION
+$72.3M
3,297,584
+789%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$63.6M
730,560
+1173%
减持
SPY
SPDR S&P 500 ETF TR
+$54.1M
2,659,874
-0%
建仓
JBBB
JANUS DETROIT STR TR
+$50.1M
1,017,911
增持
VOO
VANGUARD INDEX FDS
+$46.9M
1,433,772
+3%
减持
DIS
DISNEY WALT CO
-$41.3M
1,158,259
-9%
增持
IWF
ISHARES TR
+$40.7M
258,017
+63%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$38.5M
901,003
+132%
减持
IVV
ISHARES TR
+$33.9M
2,246,988
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$33.3M
925,886
-3%
建仓
VTWG
VANGUARD SCOTTSDALE FDS
+$32.0M
167,530
增持
GOOGL
ALPHABET INC
+$29.9M
903,159
+1%
减持
VUG
VANGUARD INDEX FDS
-$26.0M
221,253
-30%
增持
DUHP
DIMENSIONAL ETF TRUST
+$25.8M
2,060,043
+63%
增持
TLT
ISHARES TR
+$25.5M
289,147
+2600%
增持
VNQ
VANGUARD INDEX FDS
+$25.4M
675,465
+87%
减持
GOOG
ALPHABET INC
+$25.2M
916,950
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.7M
389,036
-10%
增持
IWD
ISHARES TR
+$23.3M
498,287
+40%
增持
AMZN
AMAZON COM INC
+$22.0M
1,351,388
+2%
增持
ACWI
ISHARES TR
+$21.9M
311,790
+162%
增持
EFV
ISHARES TR
+$21.2M
1,208,982
+53%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$20.5M
152,898
减持
IJH
ISHARES TR
-$19.5M
7,057,183
-1%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$19.2M
1,933,238
+625%
增持
LOW
LOWES COS INC
-$16.5M
589,112
+2%
增持
CMCSA
COMCAST CORP NEW
+$16.5M
1,893,870
+33%
增持
IWO
ISHARES TR
+$15.9M
156,035
+69%
增持
EFG
ISHARES TR
+$15.2M
181,000
+465%
增持
EFOR
ASGN INC
-$14.9M
913,661
+0%
减持
SLAB
SILICON LABORATORIES INC
-$14.9M
442,896
-0%
增持
AVGO
BROADCOM INC
+$14.5M
46,742
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$14.4M
409,398
-45%
增持
LLY
ELI LILLY & CO
+$14.2M
100,174
+2%
减持
COST
COSTCO WHSL CORP NEW
+$12.6M
135,661
-3%
增持
KDP
KEURIG DR PEPPER INC
+$10.9M
3,233,343
+2%
增持
TSLA
TESLA INC
+$10.2M
456,452
+0%
增持
IJR
ISHARES TR
+$9.6M
2,472,474
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.6M
162,176
+19%
减持
INTC
INTEL CORP
-$8.8M
479,841
-10%
增持
VXUS
VANGUARD STAR FDS
+$8.8M
374,061
+64%
清仓
QLD
PROSHARES TR
-$8.3M
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$8.3M
26,992
-50%
减持
HD
HOME DEPOT INC
-$8.2M
185,788
-1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$8.1M
147,644
+2234%
减持
IWR
ISHARES TR
-$8.1M
1,996,652
-1%
增持
IEFA
ISHARES TR
+$8.0M
863,663
+17%
减持
IWB
ISHARES TR
+$8.0M
1,143,262
-1%
减持
—
ACCENTURE PLC IRELAND
-$7.8M
92,559
-11%
增持
IWN
ISHARES TR
+$7.8M
303,376
+25%
减持
MUB
ISHARES TR
-$7.8M
430,955
-14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.6M
1,253,344
+11%
减持
QQQ
INVESCO QQQ TR
+$7.4M
249,386
-1%
减持
WDI
WESTERN ASSET DIVERSIFIED IN
-$7.3M
116,152
-81%
减持
VYM
VANGUARD WHITEHALL FDS
-$7.3M
1,465,574
-2%
增持
SRLN
SSGA ACTIVE ETF TR
+$7.2M
193,059
+824%
减持
ECAT
BLACKROCK ESG CAP ALLC TERM
-$7.0M
768,594
-35%
减持
JNJ
JOHNSON & JOHNSON
-$7.0M
369,282
-4%
减持
CVS
CVS HEALTH CORP
-$7.0M
217,853
-12%
增持
FFIV
F5 INC
+$6.6M
42,914
+932%
增持
TJX
TJX COS INC NEW
+$6.6M
735,185
+0%
减持
CRM
SALESFORCE INC
-$6.5M
110,252
-5%
建仓
NEAR
ISHARES U S ETF TR
+$6.4M
127,529
增持
CORZZ
CORE SCIENTIFIC INC NEW
+$6.3M
826,438
+119%
清仓
—
PIONEER NAT RES CO
-$6.2M
0
-100%
增持
DASH
DOORDASH INC
+$6.2M
84,644
+291%
减持
NKE
NIKE INC
-$6.2M
217,326
-9%
增持
ARMK
ARAMARK
+$6.1M
238,229
+295%
增持
—
EXXON MOBIL CORP
+$5.9M
482,821
+13%
增持
EFA
ISHARES TR
+$5.8M
860,001
+12%
减持
SBUX
STARBUCKS CORP
-$5.8M
190,668
-15%
减持
MYI
BLACKROCK MUNIYIELD QUALITY
-$5.7M
848,036
-36%
增持
NVO
NOVO-NORDISK A S
+$5.7M
289,495
+4%
减持
KO
COCA COLA CO
+$5.6M
3,263,765
-1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$5.6M
994
+3%
减持
CRI
CARTERS INC
-$5.6M
23,274
-72%
增持
IWM
ISHARES TR
-$5.5M
925,606
+1%
增持
MA
MASTERCARD INCORPORATED
-$5.4M
146,331
+1%
增持
META
META PLATFORMS INC
+$5.4M
239,833
+1%
减持
MRK
MERCK & CO INC
-$5.3M
535,384
-1%
增持
IEMG
ISHARES INC
+$5.3M
1,374,079
+4%
建仓
GEV
GE VERNOVA INC
+$5.2M
30,477
清仓
ITB
ISHARES TR
-$5.2M
0
-100%
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$5.1M
2,009,088
-12%
增持
—
SPOTIFY TECHNOLOGY S A
+$4.9M
20,743
+245%
增持
NEE
NEXTERA ENERGY INC
+$4.6M
273,619
+18%
增持
BGB
BLACKSTONE STRATEGIC CRED 20
+$4.5M
1,640,152
+30%
减持
CAT
CATERPILLAR INC
-$4.5M
67,341
-8%
建仓
CPNG
COUPANG INC
+$4.4M
208,796
减持
CSCO
CISCO SYS INC
-$4.4M
571,976
-9%
增持
CORZW
CORE SCIENTIFIC INC NEW
+$4.3M
1,091,727
+141%
减持
GPN
GLOBAL PMTS INC
-$4.3M
68,065
-16%
减持
—
APOLLO SR FLOATING RATE FD I
-$4.2M
211,034
-59%
增持
SCHW
SCHWAB CHARLES CORP
+$4.2M
228,649
+31%
增持
AMAT
APPLIED MATLS INC
+$4.2M
132,890
+1%
减持
NFLX
NETFLIX INC
+$4.2M
87,175
-3%
减持
SDY
SPDR SER TR
-$4.1M
775,149
-1%
减持
MCD
MCDONALDS CORP
-$4.1M
114,266
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$4.1M
221,698
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.0M
67,148
-5%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.9M
22,687
+542%
减持
BAX
BAXTER INTL INC
-$3.9M
122,975
-35%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.9M
184,888
-13%
增持
ELV
ELEVANCE HEALTH INC
+$3.9M
46,963
+13%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.9M
163,085
-3%
减持
WM
WASTE MGMT INC DEL
-$3.8M
58,107
-24%
增持
—
ASTRAZENECA PLC
+$3.8M
335,531
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$3.7M
2,970,376
-1%
减持
—
APOLLO TACTICAL INCOME FD IN
-$3.7M
621,557
-31%
减持
VBK
VANGUARD INDEX FDS
-$3.7M
135,545
-6%
增持
WMT
WALMART INC
+$3.7M
481,865
+0%
减持
ORCL
ORACLE CORP
+$3.7M
353,923
-4%
增持
SHEL
SHELL PLC
+$3.7M
260,537
+15%
减持
MAR
MARRIOTT INTL INC NEW
-$3.7M
201,872
-3%
减持
VAC
MARRIOTT VACATIONS WORLDWIDE
-$3.7M
148,469
-4%
减持
ASGI
ABRDN GLOBAL INFRA INCOME FU
-$3.6M
497,519
-31%
增持
TLH
ISHARES TR
+$3.6M
1,019,336
+6%
增持
V
VISA INC
-$3.6M
286,740
+1%
增持
NU
NU HLDGS LTD
+$3.5M
562,625
+80%
减持
—
AON PLC
-$3.5M
43,282
-11%
增持
PGR
PROGRESSIVE CORP
+$3.5M
402,282
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.4M
152,098
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.4M
243,967
+31%
增持
BCX
BLACKROCK RES & COMMODITIES
+$3.4M
492,599
+283%
清仓
—
JPMORGAN CHASE & CO
-$3.3M
0
-100%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$3.3M
656,379
+152%
增持
TOL
TOLL BROTHERS INC
+$3.2M
124,767
+45%
增持
ITOT
ISHARES TR
+$3.2M
340,321
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.2M
93,208
+34%
减持
DFUV
DIMENSIONAL ETF TRUST
-$3.2M
1,476,852
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.1M
272,128
-10%
减持
QCOM
QUALCOMM INC
+$3.1M
120,410
-2%
减持
DGX
QUEST DIAGNOSTICS INC
-$3.1M
40,821
-38%
增持
VGT
VANGUARD WORLD FD
+$3.1M
40,356
+5%
减持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$3.1M
744,556
-26%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$3.1M
1,542,327
+18%
增持
FTF
FRANKLIN LTD DURATION INCOME
+$3.0M
1,458,197
+47%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$3.0M
2,732,796
-10%
增持
IVW
ISHARES TR
+$3.0M
307,881
+2%
增持
BKR
BAKER HUGHES COMPANY
+$3.0M
156,248
+107%
增持
BND
VANGUARD BD INDEX FDS
+$3.0M
185,683
+29%
减持
PEP
PEPSICO INC
-$2.9M
229,397
-1%
增持
—
ARCH CAP GROUP LTD
+$2.9M
115,391
+22%
减持
DE
DEERE & CO
-$2.9M
43,006
-7%
建仓
USXF
ISHARES TR
+$2.9M
61,474
增持
AMGN
AMGEN INC
+$2.8M
96,911
+0%
增持
XBOEX
BLACKROCK ENHANCED GLOBAL DI
+$2.8M
501,941
+107%
