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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
增持 100
减持 49
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IGF
ISHARES TR
+$160.4M
3,325,005
+716%
减持
SPY
SPDR S&P 500 ETF TR
-$140.9M
2,262,238
-6%
增持
MSFT
MICROSOFT CORP
+$136.5M
2,248,586
+35%
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
PGR
PROGRESSIVE CORP
+$112.6M
971,072
+144%
减持
NVDA
NVIDIA CORPORATION
-$86.8M
3,228,555
-1%
减持
IVV
ISHARES TR
-$85.6M
2,210,758
-2%
增持
AAPL
APPLE INC
-$73.0M
2,777,255
+2%
减持
TSLA
TESLA INC
-$71.4M
470,427
-1%
减持
VOO
VANGUARD INDEX FDS
-$47.0M
1,692,368
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$46.1M
1,117,478
-13%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$42.2M
298
+4%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$40.5M
3,536,764
+100%
减持
KDP
KEURIG DR PEPPER INC
-$36.2M
1,969,660
-39%
增持
XLK
SELECT SECTOR SPDR TR
+$35.8M
453,420
+82%
增持
PG
PROCTER AND GAMBLE CO
+$35.3M
524,374
+63%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$34.5M
390,083
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$34.0M
903,747
-0%
增持
—
NORDSTROM INC
+$31.3M
1,453,782
+771%
增持
KO
COCA COLA CO
+$31.1M
3,256,030
+0%
增持
PM
PHILIP MORRIS INTL INC
+$30.6M
380,243
+54%
减持
GOOGL
ALPHABET INC
-$30.5M
885,572
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$29.6M
983,824
+156%
增持
AVGO
BROADCOM INC
-$29.1M
477,778
+2%
减持
IJH
ISHARES TR
-$28.3M
6,992,605
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$27.7M
1,915,842
+103%
增持
QQQ
INVESCO QQQ TR
+$27.6M
80,897
+328%
增持
RTX
RTX CORPORATION
+$27.2M
290,469
+197%
增持
IJR
ISHARES TR
-$22.9M
2,444,118
+1%
增持
GOOG
ALPHABET INC
-$22.8M
920,801
+7%
减持
VV
VANGUARD INDEX FDS
-$22.6M
811,935
-5%
增持
DGX
QUEST DIAGNOSTICS INC
+$21.1M
164,321
+271%
增持
XLE
SELECT SECTOR SPDR TR
+$20.2M
411,870
+94%
减持
IWM
ISHARES TR
-$20.0M
906,144
-0%
减持
SHY
ISHARES TR
-$19.6M
99,701
-71%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$19.6M
105,511
-94%
增持
XLU
SELECT SECTOR SPDR TR
+$19.1M
475,250
+96%
增持
XLF
SELECT SECTOR SPDR TR
+$18.7M
778,432
+88%
增持
PEP
PEPSICO INC
+$18.6M
348,309
+58%
减持
IWB
ISHARES TR
-$18.6M
1,166,523
-0%
增持
AMZN
AMAZON COM INC
-$17.4M
1,436,228
+9%
增持
EFOR
ASGN INC
-$17.2M
933,872
+2%
增持
DIS
DISNEY WALT CO
-$16.1M
1,358,771
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$15.9M
202,676
+94%
增持
SHOP
SHOPIFY INC
+$15.8M
241,569
+253%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$15.5M
21,325
-98%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$15.5M
87,229
-94%
增持
PAGP
PLAINS GP HLDGS L P
+$15.3M
1,252,240
+100%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$15.2M
1,642,350
+71%
增持
ORCL
ORACLE CORP
+$15.1M
510,163
+51%
增持
BND
VANGUARD BD INDEX FDS
+$14.5M
1,214,058
+17%
增持
SPGI
S&P GLOBAL INC
+$13.5M
77,786
+49%
增持
LRCX
LAM RESEARCH CORP
+$12.7M
268,270
+183%
增持
CRM
SALESFORCE INC
+$12.3M
186,102
+67%
增持
SPDW
SPDR INDEX SHS FDS
+$12.3M
3,019,547
+5%
减持
SHYG
ISHARES TR
-$12.1M
390,360
-42%
减持
MUB
ISHARES TR
-$11.9M
313,052
-26%
增持
VTI
VANGUARD INDEX FDS
+$11.5M
677,420
+12%
增持
QCOM
QUALCOMM INC
+$10.8M
188,369
+59%
增持
SCHE
SCHWAB STRATEGIC TR
+$10.5M
738,918
+99%
增持
XLV
SELECT SECTOR SPDR TR
+$10.2M
140,484
+88%
减持
CMBS
ISHARES TR
-$10.2M
111,886
-66%
增持
IWF
ISHARES TR
-$9.9M
282,282
+1%
增持
IGSB
ISHARES TR
+$9.8M
657,492
+38%
增持
XLI
SELECT SECTOR SPDR TR
+$9.6M
156,542
+89%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$9.5M
14,159
+56%
减持
HIO
WESTERN ASSET HIGH INCOME OP
-$9.5M
393,816
-86%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$9.4M
390,261
+104%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$9.1M
214,840
+84%
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$9.0M
143,719
-80%
增持
LLY
ELI LILLY & CO
+$9.0M
100,123
+5%
增持
USHY
ISHARES TR
+$8.8M
343,023
+228%
增持
RELY
REMITLY GLOBAL INC
+$8.8M
732,066
+139%
增持
SCHW
SCHWAB CHARLES CORP
+$8.8M
258,690
+67%
增持
ABBV
ABBVIE INC
+$8.7M
245,681
+2%
减持
V
VISA INC
+$8.5M
274,046
-1%
增持
MAR
MARRIOTT INTL INC NEW
-$8.4M
206,760
+0%
增持
EFV
ISHARES TR
+$8.3M
1,246,100
+0%
增持
SHW
SHERWIN WILLIAMS CO
+$8.0M
54,498
+68%
减持
EEM
ISHARES TR
-$7.9M
163,749
-55%
减持
IWR
ISHARES TR
-$7.9M
1,977,218
-1%
减持
MRK
MERCK & CO INC
-$7.8M
489,335
-6%
减持
IWO
ISHARES TR
-$7.6M
146,483
-6%
减持
UBER
UBER TECHNOLOGIES INC
+$7.5M
859,416
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.5M
99,943
-29%
减持
IWN
ISHARES TR
-$7.3M
284,733
-7%
减持
UPST
UPSTART HLDGS INC
-$7.1M
387,368
-2%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$7.1M
344,538
+12%
增持
NMAI
NUVEEN MULTI ASSET INCOME FU
+$7.0M
862,896
+205%
减持
JNJ
JOHNSON & JOHNSON
+$7.0M
345,581
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$6.8M
527,870
+48%
增持
PANW
PALO ALTO NETWORKS INC
+$6.8M
114,706
+65%
增持
DASH
DOORDASH INC
+$6.8M
80,512
+70%
增持
BLK
BLACKROCK INC
+$6.7M
18,764
+74%
增持
DFIC
DIMENSIONAL ETF TRUST
+$6.7M
3,305,066
+0%
增持
PFE
PFIZER INC
+$6.6M
850,939
+52%
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$6.6M
45,765
-92%
减持
BGB
BLACKSTONE STRATEGIC CRED 20
-$6.6M
1,410,502
-27%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$6.5M
810,463
+2%
增持
PRU
PRUDENTIAL FINL INC
+$6.5M
155,498
+69%
增持
NBH
NEUBERGER BERMAN MUN FD INC
+$6.5M
1,142,736
+111%
减持
VNQ
VANGUARD INDEX FDS
-$6.4M
681,058
-11%
增持
CVX
CHEVRON CORP NEW
+$6.3M
260,495
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$6.2M
308,561
+88%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$6.2M
154,033
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
+$6.0M
210,129
-1%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$6.0M
1,339,402
+52%
增持
—
EXXON MOBIL CORP
+$6.0M
478,369
+2%
增持
REGL
PROSHARES TR
+$5.9M
145,978
+100%
增持
ABT
ABBOTT LABS
+$5.8M
265,325
+2%
增持
PLD
PROLOGIS INC.
+$5.7M
137,695
+51%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
+$5.7M
2,369,240
+59%
减持
FTF
FRANKLIN LTD DURATION INCOME
-$5.7M
863,888
-49%
增持
MRVL
MARVELL TECHNOLOGY INC
-$5.7M
145,409
+10%
减持
SLAB
SILICON LABORATORIES INC
-$5.6M
427,247
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.6M
1,825,473
+5%
增持
RSG
REPUBLIC SVCS INC
+$5.6M
52,121
+49%
增持
EAGG
ISHARES TR
+$5.6M
122,164
+2639%
增持
AMGN
AMGEN INC
+$5.5M
95,182
+3%
增持
SE
SEA LTD
+$5.5M
128,748
+23%
增持
SHEL
SHELL PLC
+$5.5M
196,302
+38%
增持
ROP
ROPER TECHNOLOGIES INC
+$5.4M
22,209
+50%
增持
GE
GE AEROSPACE
+$5.4M
123,446
+7%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$5.3M
385,563
+200%
增持
PH
PARKER-HANNIFIN CORP
+$5.2M
27,196
+53%
增持
PNC
PNC FINL SVCS GROUP INC
+$5.1M
106,181
+51%
增持
GUG
GUGGENHEIM ACTIVE ALLOC FD
+$5.1M
658,169
+100%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.0M
366,204
+100%
增持
T
AT&T INC
+$4.9M
754,456
+5%
清仓
JFR
NUVEEN FLOATING RATE INCOME
-$4.9M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$4.9M
415,254
+17%
减持
PDX
PIMCO DYNAMIC INCOME STRATEG
-$4.8M
142,393
-55%
增持
COR
CENCORA INC
+$4.8M
53,286
+19%
增持
XLC
SELECT SECTOR SPDR TR
+$4.8M
124,059
+67%
增持
RY
ROYAL BK CDA
+$4.8M
293,088
+52%
减持
BX
BLACKSTONE INC
-$4.8M
96,100
-9%
减持
KTF
DWS MUN INCOME TR NEW
-$4.6M
54,105
-90%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.6M
3,179,123
+0%
减持
NPFD
NUVEEN VRIABL RAT PFD & INM
-$4.6M
46,670
-85%
增持
NVS
NOVARTIS AG
+$4.6M
129,483
+26%
减持
—
EATON CORP PLC
-$4.6M
58,369
-5%
增持
NFLX
NETFLIX INC
+$4.6M
85,229
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.5M
484,626
+11%
增持
—
BLACKROCK MUN INCOME QUALITY
+$4.5M
477,273
+593%
减持
—
ACCENTURE PLC IRELAND
-$4.5M
91,379
-3%
减持
IEF
ISHARES TR
-$4.4M
9,359
-84%
增持
NOC
NORTHROP GRUMMAN CORP
+$4.4M
24,509
+41%
减持
EFA
ISHARES TR
+$4.4M
957,144
-2%
减持
IEFA
ISHARES TR
-$4.4M
435,491
-18%
减持
ADBE
ADOBE INC
-$4.3M
64,143
-2%
增持
IWD
ISHARES TR
+$4.3M
549,555
+3%
