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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 62
减持 80
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.29B
3,298,657
+195%
增持
IVV
ISHARES TR
+$166.6M
2,371,939
+7%
减持
NVDA
NVIDIA CORPORATION
+$140.8M
3,104,194
-4%
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
SLAB
SILICON LABORATORIES INC
+$139.2M
1,336,289
+213%
增持
SPY
SPDR S&P 500 ETF TR
+$130.2M
2,358,698
+4%
减持
PGR
PROGRESSIVE CORP
-$99.4M
524,261
-46%
减持
VOO
VANGUARD INDEX FDS
+$81.0M
1,678,147
-1%
减持
AAPL
APPLE INC
-$57.5M
2,719,617
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$57.4M
2,167,637
+120%
减持
MSFT
MICROSOFT CORP
+$56.8M
1,806,508
-20%
减持
AVGO
BROADCOM INC
+$45.6M
456,139
-5%
增持
VTI
VANGUARD INDEX FDS
+$44.7M
758,593
+12%
增持
META
META PLATFORMS INC
+$43.4M
252,699
+2%
增持
AMZN
AMAZON COM INC
+$42.1M
1,448,924
+1%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$38.3M
1,768,753
-50%
减持
IWB
ISHARES TR
+$37.6M
1,165,020
-0%
增持
DIS
DISNEY WALT CO
+$37.6M
1,383,482
+2%
减持
PG
PROCTER AND GAMBLE CO
-$37.5M
325,750
-38%
减持
XLK
SELECT SECTOR SPDR TR
-$36.1M
227,023
-50%
清仓
—
NORDSTROM INC
-$35.4M
0
-100%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$35.1M
278
-7%
减持
JBBB
JANUS DETROIT STR TR
-$33.7M
587,728
-54%
减持
UNH
UNITEDHEALTH GROUP INC
-$33.5M
127,077
-9%
增持
VUG
VANGUARD INDEX FDS
+$29.7M
250,803
+39%
增持
TSLA
TESLA INC
+$28.7M
474,666
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$28.6M
961,956
-50%
减持
NFLX
NETFLIX INC
+$28.1M
80,350
-6%
增持
IJR
ISHARES TR
+$27.8M
2,685,764
+10%
增持
VB
VANGUARD INDEX FDS
+$27.4M
586,082
+41%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$26.9M
936,306
+16%
增持
IJH
ISHARES TR
+$26.4M
7,044,601
+1%
增持
IGF
ISHARES TR
+$25.8M
3,505,710
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$25.2M
897,244
-1%
减持
PEP
PEPSICO INC
-$24.7M
209,208
-40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$23.6M
4,917,471
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$23.3M
463,907
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$21.2M
203,296
-51%
增持
IWN
ISHARES TR
+$20.7M
404,518
+42%
减持
CRM
SALESFORCE INC
-$20.7M
106,734
-43%
减持
VV
VANGUARD INDEX FDS
+$19.8M
800,963
-1%
增持
EFA
ISHARES TR
+$19.3M
1,205,680
+26%
减持
RY
ROYAL BK CDA
-$19.2M
66,534
-77%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$19.0M
65,832
-83%
减持
XLF
SELECT SECTOR SPDR TR
-$18.8M
381,243
-51%
减持
XLU
SELECT SECTOR SPDR TR
-$18.3M
235,172
-51%
减持
XLY
SELECT SECTOR SPDR TR
-$18.0M
98,474
-51%
增持
QQQ
INVESCO QQQ TR
+$17.6M
104,638
+29%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$17.5M
1,421,961
+39%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$15.9M
1,043,864
+94%
增持
IWM
ISHARES TR
+$15.2M
934,166
+3%
增持
IWD
ISHARES TR
+$15.2M
634,896
+16%
增持
IEMG
ISHARES INC
+$15.0M
1,428,225
+9%
减持
SRLN
SSGA ACTIVE ETF TR
-$14.8M
165,653
-69%
增持
IWF
ISHARES TR
+$14.7M
321,419
+14%
减持
PAGP
PLAINS GP HLDGS L P
-$14.6M
627,652
-50%
增持
COF
CAPITAL ONE FINL CORP
+$14.4M
115,165
+105%
减持
DGX
QUEST DIAGNOSTICS INC
-$14.4M
74,581
-55%
增持
IWR
ISHARES TR
+$14.0M
1,980,792
+0%
增持
VBR
VANGUARD INDEX FDS
+$13.7M
162,441
+84%
增持
OEF
ISHARES TR
+$13.5M
130,600
+39%
减持
DFSV
DIMENSIONAL ETF TRUST
-$12.8M
2,704,376
-18%
减持
PM
PHILIP MORRIS INTL INC
-$12.6M
261,783
-31%
减持
UBER
UBER TECHNOLOGIES INC
+$12.3M
806,668
-6%
减持
EFOR
ASGN INC
-$12.3M
933,033
-0%
减持
SPGI
S&P GLOBAL INC
-$12.2M
51,914
-33%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.8M
1,933,506
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$11.6M
66,181
-53%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$11.6M
2,123,631
+29%
减持
CVX
CHEVRON CORP NEW
-$11.5M
220,944
-15%
增持
VO
VANGUARD INDEX FDS
+$11.3M
624,581
+4%
减持
GOOGL
ALPHABET INC
+$11.2M
842,584
-5%
减持
SPDW
SPDR INDEX SHS FDS
+$10.9M
2,989,580
-1%
减持
GOOG
ALPHABET INC
+$10.8M
856,197
-7%
减持
RELY
REMITLY GLOBAL INC
-$10.8M
263,109
-64%
减持
RTX
RTX CORPORATION
-$10.2M
192,559
-34%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$10.1M
157,401
+2%
增持
COST
COSTCO WHSL CORP NEW
+$10.1M
150,624
+2%
减持
QCOM
QUALCOMM INC
-$9.9M
119,589
-37%
增持
EGP
EASTGROUP PPTYS INC
+$9.9M
125,382
+87%
清仓
VGM
INVESCO TR INVT GRADE MUNS
-$9.8M
0
-100%
清仓
—
DISCOVER FINL SVCS
-$9.6M
0
-100%
减持
ABBV
ABBVIE INC
-$9.5M
225,754
-8%
减持
XLI
SELECT SECTOR SPDR TR
-$9.2M
76,476
-51%
建仓
JAAA
JANUS DETROIT STR TR
+$9.2M
180,999
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$9.1M
369,667
+61%
减持
PFE
PFIZER INC
-$9.0M
515,514
-39%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$8.9M
125,952
+790%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.6M
59,792
-10%
建仓
SUSL
ISHARES TR
+$8.4M
77,332
增持
XJQCX
NUVEEN CR STRATEGIES INCOME
+$8.3M
1,631,883
+2002%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.2M
459,661
+18%
减持
SHW
SHERWIN WILLIAMS CO
-$8.0M
32,072
-41%
增持
DFAR
DIMENSIONAL ETF TRUST
+$7.8M
501,427
+204%
增持
GLD
SPDR GOLD TR
+$7.7M
122,944
+95%
减持
MUB
ISHARES TR
-$7.6M
242,855
-22%
增持
SCZ
ISHARES TR
+$7.6M
255,603
+125%
减持
LLY
ELI LILLY & CO
-$7.6M
96,379
-4%
减持
PRU
PRUDENTIAL FINL INC
-$7.5M
92,189
-41%
减持
MRK
MERCK & CO INC
-$7.4M
462,826
-5%
增持
ACWI
ISHARES TR
+$7.3M
348,861
+8%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$7.3M
324,756
+7%
减持
UPST
UPSTART HLDGS INC
+$7.1M
384,683
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$7.0M
732,846
-1%
减持
INTU
INTUIT
+$7.0M
52,270
-6%
增持
EFV
ISHARES TR
+$6.9M
1,266,272
+2%
减持
NOW
SERVICENOW INC
-$6.9M
29,942
-37%
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.8M
167,089
+1%
增持
WMT
WALMART INC
+$6.8M
516,783
+3%
减持
GE
GE AEROSPACE
+$6.8M
122,029
-1%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$6.7M
1,814,586
-24%
减持
SHOP
SHOPIFY INC
-$6.7M
142,237
-41%
减持
REGN
REGENERON PHARMACEUTICALS
-$6.6M
10,543
-45%
增持
VXUS
VANGUARD STAR FDS
+$6.6M
468,646
+13%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.5M
231,518
+36%
减持
RHI
ROBERT HALF INC.
-$6.5M
112,203
-45%
增持
DASH
DOORDASH INC
+$6.4M
85,666
+6%
减持
FAX
ABRDN ASIA PACIFIC INCOME FU
-$6.3M
235,898
-62%
减持
GEV
GE VERNOVA INC
+$6.2M
31,740
-9%
增持
AMAT
APPLIED MATLS INC
+$6.2M
135,007
+6%
减持
MRSH
MARSH & MCLENNAN COS INC
-$6.1M
206,492
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$6.1M
202,455
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$6.0M
40,579
-3%
减持
XLRE
SELECT SECTOR SPDR TR
-$6.0M
167,103
-46%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$6.0M
182,956
+6%
增持
EAGG
ISHARES TR
+$6.0M
247,509
+103%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$6.0M
69,561
减持
VYM
VANGUARD WHITEHALL FDS
+$5.9M
1,412,975
-0%
清仓
IQI
INVESCO QUALITY MUN INCOME T
-$5.8M
0
-100%
减持
REGL
PROSHARES TR
-$5.8M
72,739
-50%
减持
XLC
SELECT SECTOR SPDR TR
-$5.8M
56,548
-54%
减持
AFB
ALLIANCEBERNSTEIN NATL MUN I
-$5.8M
1,999,011
-16%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$5.8M
42,288
-60%
减持
XMVFX
BLACKROCK MUNIVEST FD INC
-$5.7M
1,031,479
-40%
减持
LRCX
LAM RESEARCH CORP
+$5.6M
256,016
-5%
减持
PCAR
PACCAR INC
-$5.6M
72,796
-43%
减持
PLD
PROLOGIS INC.
-$5.5M
93,714
-32%
增持
COIN
COINBASE GLOBAL INC
+$5.5M
28,788
+1%
减持
MU
MICRON TECHNOLOGY INC
+$5.5M
192,749
-8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.5M
1,627,483
+3%
减持
VKQ
INVESCO MUNICIPAL TRUST
-$5.4M
102,391
-84%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
-$5.4M
1,411,234
-25%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.4M
397,015
+20%
增持
—
CARNIVAL CORP
+$5.4M
386,060
+38%
减持
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
-$5.3M
2,029,868
-25%
增持
IGSB
ISHARES TR
+$5.3M
753,248
+15%
增持
IEFA
ISHARES TR
+$5.3M
477,103
+10%
清仓
VMO
INVESCO MUN OPPORTUNITY TR
-$5.1M
0
-100%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$5.1M
371,333
-59%
增持
DFSI
DIMENSIONAL ETF TRUST
+$5.1M
371,380
+35%
减持
—
PIONEER MUN HIGH INCOME OPPO
-$5.1M
137,168
-75%
