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
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 51
减持 89
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
CRWD
CROWDSTRIKE HLDGS INC
+$364.8M
1,286,200
+379%
增持
AAPL
APPLE INC
+$156.2M
2,735,881
+19%
增持
VOO
VANGUARD INDEX FDS
+$150.4M
1,701,916
+17%
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。
减持
LOW
LOWES COS INC
-$125.1M
139,361
-76%
减持
SPY
SPDR S&P 500 ETF TR
-$117.0M
2,398,082
-10%
减持
MSFT
MICROSOFT CORP
-$114.6M
1,663,344
-13%
减持
QQQ
INVESCO QQQ TR
-$111.9M
18,890
-92%
增持
TSLA
TESLA INC
+$70.6M
476,437
+2%
增持
BND
VANGUARD BD INDEX FDS
+$61.0M
1,038,600
+471%
增持
AMZN
AMAZON COM INC
+$45.0M
1,316,860
+0%
减持
NVDA
NVIDIA CORPORATION
+$40.5M
3,247,822
-0%
减持
ITOT
ISHARES TR
-$36.8M
44,050
-87%
减持
KO
COCA COLA CO
-$32.4M
3,254,222
-0%
减持
SHY
ISHARES TR
-$30.2M
339,988
-51%
增持
AVGO
BROADCOM INC
+$28.8M
470,660
+1%
减持
DFLV
DIMENSIONAL ETF TRUST
-$26.3M
2,586,882
-23%
减持
IEFA
ISHARES TR
-$25.5M
532,295
-34%
减持
IGSB
ISHARES TR
-$24.8M
477,143
-49%
减持
IVV
ISHARES TR
+$24.6M
2,251,408
-0%
增持
PGR
PROGRESSIVE CORP
+$24.1M
398,020
+42%
减持
SHYG
ISHARES TR
-$23.3M
673,364
-44%
清仓
—
LAM RESEARCH CORP
-$21.5M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$20.1M
5,118,422
+2%
减持
CMBS
ISHARES TR
-$19.9M
329,506
-55%
减持
DIS
DISNEY WALT CO
+$19.6M
1,348,560
-1%
减持
GOOGL
ALPHABET INC
+$19.4M
886,361
-1%
清仓
—
BLACKROCK INC
-$18.6M
0
-100%
减持
KDP
KEURIG DR PEPPER INC
-$18.5M
3,224,005
-1%
减持
DUHP
DIMENSIONAL ETF TRUST
-$17.3M
1,585,296
-24%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$16.6M
1,718,101
-40%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$16.5M
83,401
-94%
增持
IWB
ISHARES TR
+$15.9M
1,168,393
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.6M
1,746,506
+36%
减持
MBB
ISHARES TR
-$15.2M
49,587
-76%
减持
IJR
ISHARES TR
-$15.1M
2,416,851
-4%
减持
DFIC
DIMENSIONAL ETF TRUST
-$14.8M
3,302,251
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$14.8M
148,151
-3%
减持
NFLX
NETFLIX INC
+$14.3M
84,100
-2%
减持
SPDW
SPDR INDEX SHS FDS
-$14.0M
2,863,021
-4%
减持
TGT
TARGET CORP
-$13.9M
34,162
-71%
减持
—
NORDSTROM INC
-$13.9M
166,971
-79%
减持
GOOG
ALPHABET INC
+$13.8M
858,646
-4%
增持
IWF
ISHARES TR
+$13.6M
278,559
+6%
建仓
FAX
ABRDN ASIA PACIFIC INCOME FU
+$13.6M
925,631
减持
VUG
VANGUARD INDEX FDS
-$13.6M
173,157
-21%
建仓
YEXT
YEXT INC
+$13.0M
2,057,864
增持
DFSV
DIMENSIONAL ETF TRUST
+$12.6M
3,104,289
+15%
减持
LLY
ELI LILLY & CO
-$12.3M
95,487
-2%
增持
IGF
ISHARES TR
+$11.7M
407,595
+132%
减持
RTX
RTX CORPORATION
-$11.7M
97,744
-48%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.7M
141,194
+93%
减持
JPM
JPMORGAN CHASE & CO.
+$11.4M
445,041
-2%
建仓
ANET
ARISTA NETWORKS INC
+$11.2M
101,156
减持
DFCF
DIMENSIONAL ETF TRUST
-$11.1M
1,486,708
-11%
建仓
BLK
BLACKROCK INC
+$11.1M
10,795
减持
NVO
NOVO-NORDISK A S
-$10.9M
274,901
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.6M
69,392
-8%
增持
TJX
TJX COS INC NEW
+$10.4M
736,616
+10%
增持
COST
COSTCO WHSL CORP NEW
+$10.1M
138,981
+5%
减持
JNJ
JOHNSON & JOHNSON
-$10.1M
347,732
-7%
增持
XLK
SELECT SECTOR SPDR TR
+$9.9M
248,467
+17%
清仓
—
ARISTA NETWORKS INC
-$9.9M
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$9.6M
866,179
+1%
减持
SDY
SPDR SER TR
-$9.5M
759,648
-2%
增持
VV
VANGUARD INDEX FDS
+$9.4M
858,046
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$9.3M
3,165,863
-3%
减持
IEMG
ISHARES INC
-$9.1M
1,307,898
-3%
减持
EFOR
ASGN INC
-$9.1M
912,875
-0%
减持
UPST
UPSTART HLDGS INC
+$9.1M
396,096
-0%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$9.0M
958,519
+93%
减持
ELV
ELEVANCE HEALTH INC
-$8.9M
36,487
-15%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$8.8M
791,204
+5%
减持
V
VISA INC
+$8.6M
276,778
-4%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$8.5M
1,396,694
-31%
增持
DFAS
DIMENSIONAL ETF TRUST
+$8.5M
489,678
+35%
减持
MRK
MERCK & CO INC
-$8.2M
520,259
-2%
增持
VTI
VANGUARD INDEX FDS
+$8.2M
602,333
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$8.0M
150,859
-6%
减持
AMGN
AMGEN INC
-$7.7M
92,325
-6%
减持
HD
HOME DEPOT INC
-$7.7M
178,829
-6%
减持
TLH
ISHARES TR
-$7.7M
42,557
-61%
减持
PEP
PEPSICO INC
-$7.6M
220,818
-9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$7.6M
906,139
-1%
减持
ADBE
ADOBE INC
-$7.5M
65,126
-7%
增持
CRM
SALESFORCE INC
+$7.2M
111,697
+1%
建仓
HEDJ
WISDOMTREE TR
+$7.1M
161,710
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$7.0M
1,768,057
-17%
建仓
LRCX
LAM RESEARCH CORP
+$6.9M
94,784
减持
—
EXXON MOBIL CORP
-$6.5M
468,682
-4%
减持
VO
VANGUARD INDEX FDS
-$6.4M
572,925
-4%
增持
VTEB
VANGUARD MUN BD FDS
+$6.4M
384,299
+53%
减持
CMCSA
COMCAST CORP NEW
-$6.3M
1,334,970
-1%
减持
DHR
DANAHER CORPORATION
-$6.3M
108,928
-3%
减持
AMAT
APPLIED MATLS INC
-$6.2M
124,311
-5%
增持
VNQ
VANGUARD INDEX FDS
+$6.2M
763,932
+20%
减持
IWM
ISHARES TR
-$6.1M
907,548
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$6.1M
122,712
+988%
减持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$6.0M
77,622
-93%
清仓
—
MARATHON OIL CORP
-$6.0M
0
-100%
减持
REGN
REGENERON PHARMACEUTICALS
-$6.0M
13,677
-8%
增持
WFC
WELLS FARGO CO NEW
+$5.9M
369,024
+4%
增持
NOW
SERVICENOW INC
+$5.8M
34,005
+1%
增持
BAC
BANK AMERICA CORP
+$5.8M
1,012,885
+4%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$5.7M
1,412,979
-21%
减持
MAR
MARRIOTT INTL INC NEW
+$5.7M
206,580
-1%
减持
SCZ
ISHARES TR
-$5.5M
156,947
-30%
减持
—
ASML HOLDING N V
-$5.5M
26,630
-7%
减持
CVS
CVS HEALTH CORP
-$5.5M
189,874
-15%
减持
MPWR
MONOLITHIC PWR SYS INC
-$5.3M
13,690
-5%
减持
—
LINDE PLC
-$5.2M
67,073
-4%
增持
MRVL
MARVELL TECHNOLOGY INC
+$5.2M
132,354
+1%
增持
JBBB
JANUS DETROIT STR TR
+$5.2M
1,264,565
+9%
减持
ABBV
ABBVIE INC
-$5.1M
240,576
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$5.1M
1,431,137
-2%
减持
NEE
NEXTERA ENERGY INC
-$5.0M
266,819
-7%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$5.0M
78,479
-34%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.9M
106,139
+68%
减持
TLT
ISHARES TR
-$4.9M
30,529
-64%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.8M
40,076
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.8M
116,853
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.8M
381,312
-1%
减持
ISD
PGIM HIGH YIELD BOND FUND IN
-$4.8M
238,043
-59%
减持
HCA
HCA HEALTHCARE INC
-$4.7M
21,666
-21%
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$4.7M
578,684
-37%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$4.7M
989,435
+9%
减持
KTF
DWS MUN INCOME TR NEW
-$4.6M
545,622
-45%
增持
—
KORNIT DIGITAL LTD
+$4.6M
859,668
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.5M
160,929
+2%
增持
EFV
ISHARES TR
-$4.5M
1,241,747
+3%
减持
MDLZ
MONDELEZ INTL INC
-$4.4M
195,477
-11%
增持
XLY
SELECT SECTOR SPDR TR
+$4.4M
104,448
+10%
增持
SRLN
SSGA ACTIVE ETF TR
+$4.4M
357,197
+42%
减持
VTV
VANGUARD INDEX FDS
-$4.4M
62,442
-27%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.4M
305,371
+46%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.3M
370,765
+30%
增持
COP
CONOCOPHILLIPS
+$4.3M
183,619
+39%
减持
IJH
ISHARES TR
-$4.3M
7,002,675
-1%
减持
BAX
BAXTER INTL INC
-$4.2M
112,552
-43%
减持
NKE
NIKE INC
-$4.2M
184,755
-10%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$4.2M
287
-1%
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$4.2M
560,843
+348%
增持
DOCU
DOCUSIGN INC
+$4.2M
141,057
+3%
减持
TOL
TOLL BROTHERS INC
-$4.1M
110,136
-6%
减持
SHEL
SHELL PLC
-$4.1M
142,601
-28%
减持
CTAS
CINTAS CORP
-$4.1M
45,601
-24%
增持
MU
MICRON TECHNOLOGY INC
-$4.0M
209,326
+0%
增持
MS
MORGAN STANLEY
+$3.9M
170,995
+1%
增持
IVW
ISHARES TR
+$3.9M
332,186
+7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.9M
37,353
-8%
增持
SLAB
SILICON LABORATORIES INC
+$3.9M
432,466
+0%
