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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 4
增持 73
减持 66
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
CRWD
CROWDSTRIKE HLDGS INC
-$476.3M
2,454,694
-26%
减持
AAPL
APPLE INC
+$136.4M
2,712,937
-0%
减持
SLAB
SILICON LABORATORIES INC
-$131.5M
425,870
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。
-68%
增持
NVDA
NVIDIA CORPORATION
+$99.6M
3,162,352
+2%
减持
IVV
ISHARES TR
+$88.9M
2,234,087
-6%
减持
SPY
SPDR S&P 500 ETF TR
+$79.2M
2,212,875
-6%
减持
VOO
VANGUARD INDEX FDS
+$67.5M
1,662,115
-1%
减持
TSLA
TESLA INC
+$59.6M
473,731
-0%
减持
GOOGL
ALPHABET INC
+$55.2M
838,161
-1%
减持
GOOG
ALPHABET INC
+$52.7M
839,284
-2%
增持
AVGO
BROADCOM INC
+$33.5M
482,477
+6%
减持
IWB
ISHARES TR
+$30.2M
1,164,542
-0%
增持
VTI
VANGUARD INDEX FDS
+$26.7M
783,752
+3%
增持
PAGP
PLAINS GP HLDGS L P
+$25.3M
2,055,395
+227%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$23.0M
889,822
-1%
减持
IWM
ISHARES TR
+$22.1M
902,038
-3%
增持
ORCL
ORACLE CORP
+$21.2M
329,460
+1%
减持
IJH
ISHARES TR
+$20.4M
6,969,517
-1%
清仓
XAODX
ABRDN TOTAL DYNAMIC DIVIDEND
-$18.0M
0
-100%
减持
MSFT
MICROSOFT CORP
+$17.8M
1,761,372
-2%
减持
VUG
VANGUARD INDEX FDS
-$17.4M
165,566
-34%
增持
DASH
DOORDASH INC
+$17.1M
140,431
+64%
增持
TJX
TJX COS INC NEW
+$16.5M
824,516
+1%
增持
KBDC
KAYNE ANDERSON BDC INC
+$16.2M
1,446,054
+613%
减持
DIS
DISNEY WALT CO
-$15.2M
1,367,130
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$15.0M
971,406
+4%
增持
KO
COCA COLA CO
-$14.0M
3,252,722
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$13.5M
534,586
-49%
增持
DFSU
DIMENSIONAL ETF TRUST
+$13.3M
625,652
+84%
增持
JPM
JPMORGAN CHASE & CO.
+$13.0M
466,407
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$12.8M
173,600
+10%
减持
VV
VANGUARD INDEX FDS
+$12.8M
783,922
-2%
增持
JNJ
JOHNSON & JOHNSON
+$12.5M
371,413
+0%
增持
IGF
ISHARES TR
+$12.4M
3,598,087
+3%
增持
KDP
KEURIG DR PEPPER INC
-$12.3M
2,119,070
+6%
增持
APP
APPLOVIN CORP
+$12.3M
26,260
+39%
增持
ABBV
ABBVIE INC
+$11.7M
231,547
+3%
减持
IJR
ISHARES TR
-$11.1M
2,291,219
-15%
增持
VTEB
VANGUARD MUN BD FDS
+$11.1M
2,344,742
+8%
增持
CVX
CHEVRON CORP NEW
+$11.0M
274,610
+24%
减持
QQQ
INVESCO QQQ TR
-$10.9M
73,035
-30%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$10.7M
4,591,380
-7%
减持
EGP
EASTGROUP PPTYS INC
-$10.3M
67,133
-46%
减持
VO
VANGUARD INDEX FDS
+$10.2M
602,246
-4%
减持
PGR
PROGRESSIVE CORP
-$10.2M
515,180
-2%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$10.0M
768,987
-58%
减持
IWF
ISHARES TR
+$10.0M
270,668
-16%
建仓
CHW
CALAMOS GBL DYN INCOME FUND
+$10.0M
1,322,076
增持
AMZN
AMAZON COM INC
+$9.8M
1,474,186
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$9.6M
1,404,426
-1%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$9.5M
832,142
增持
LRCX
LAM RESEARCH CORP
+$9.5M
258,516
+1%
减持
BGB
BLACKSTONE STRATEGIC CRED 20
-$9.4M
323,306
-71%
增持
COST
COSTCO WHSL CORP NEW
-$9.0M
158,234
+5%
增持
META
META PLATFORMS INC
+$8.9M
264,996
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$8.8M
157,708
+8%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$8.8M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$8.5M
1,305,623
+9%
减持
CMCSA
COMCAST CORP NEW
-$8.2M
1,252,012
-6%
减持
IWR
ISHARES TR
+$8.0M
1,970,116
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.0M
1,887,571
-2%
增持
SHOP
SHOPIFY INC
+$8.0M
164,004
+15%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$7.7M
1,226,202
-14%
减持
UPST
UPSTART HLDGS INC
-$7.7M
338,333
-12%
减持
IWN
ISHARES TR
+$7.6M
403,492
-0%
增持
HD
HOME DEPOT INC
+$7.5M
179,377
+1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$7.4M
2,730,548
+1%
增持
MFM
MFS MUN INCOME TR
+$7.3M
3,944,944
+46%
减持
OEF
ISHARES TR
-$7.3M
94,918
-27%
减持
—
ACCENTURE PLC IRELAND
-$7.2M
76,448
-12%
增持
NFLX
NETFLIX INC
-$7.2M
83,723
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$7.1M
502,209
+17%
增持
USHY
ISHARES TR
+$7.1M
441,842
+72%
减持
IWD
ISHARES TR
-$7.1M
548,332
-14%
减持
SPDW
SPDR INDEX SHS FDS
+$6.9M
2,987,222
-0%
建仓
GLO
CLOUGH GLOBAL OPPORTUNITIES
+$6.9M
1,203,628
减持
VB
VANGUARD INDEX FDS
+$6.6M
495,876
-15%
减持
MYI
BLACKROCK MUNIYIELD QUALITY
-$6.6M
16,634
-97%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.5M
219,079
-41%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$6.5M
345,805
+4%
增持
NMAI
NUVEEN MULTI ASSET INCOME FU
+$6.4M
1,259,213
+61%
减持
EFA
ISHARES TR
-$6.4M
976,478
-19%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.3M
1,699,092
+4%
建仓
—
XAI OCTAGN FLT RAT & ALT INM
+$6.3M
1,186,027
清仓
—
HESS CORP
-$6.3M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$6.1M
48,427
-5%
减持
UBER
UBER TECHNOLOGIES INC
-$6.1M
702,712
-13%
减持
CAT
CATERPILLAR INC
+$5.7M
64,811
-0%
增持
SE
SEA LTD
+$5.7M
122,308
+23%
增持
DFSI
DIMENSIONAL ETF TRUST
+$5.7M
496,327
+34%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.7M
613,195
+16%
减持
INTU
INTUIT
-$5.7M
51,948
-1%
减持
—
BLACKROCK MUN INCOME TR
-$5.7M
823,166
-43%
减持
XLK
SELECT SECTOR SPDR TR
+$5.6M
223,748
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.6M
131,242
+3%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
+$5.6M
3,839,659
+23%
增持
DFSE
DIMENSIONAL ETF TRUST
+$5.5M
340,812
+53%
清仓
—
PIONEER HIGH INCOME FUND INC
-$5.5M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.5M
61,443
+3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.5M
276
-1%
增持
GE
GE AEROSPACE
+$5.5M
122,574
+0%
减持
SDHY
PGIM SHORT DUR HIG YLD OPP F
-$5.4M
1,213,971
-20%
减持
GLW
CORNING INC
+$5.3M
186,299
-2%
增持
JNK
SPDR SERIES TRUST
+$5.3M
62,741
+617%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.3M
42,574
+5%
减持
MU
MICRON TECHNOLOGY INC
+$5.3M
173,363
-10%
增持
—
KORNIT DIGITAL LTD
-$5.2M
918,188
+2%
增持
NU
NU HLDGS LTD
+$5.2M
715,266
+57%
减持
PG
PROCTER AND GAMBLE CO
-$5.2M
304,087
-7%
减持
CRM
SALESFORCE INC
-$5.1M
100,711
-6%
减持
JAAA
JANUS DETROIT STR TR
-$5.1M
79,999
-56%
减持
RA
BROOKFIELD REAL ASSETS INCOM
-$5.1M
257,750
-60%
清仓
ANSS
ANSYS INC
-$5.1M
0
-100%
增持
—
EXXON MOBIL CORP
+$5.1M
512,805
+0%
增持
NEM
NEWMONT CORP
+$5.0M
157,917
+11%
减持
DFLV
DIMENSIONAL ETF TRUST
+$4.9M
2,620,111
-0%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$4.9M
2,184,553
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.9M
176,312
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.8M
259,856
+12%
减持
RLTY
COHEN & STEERS REAL ESTATE O
-$4.6M
286,476
-52%
增持
INTC
INTEL CORP
+$4.5M
370,638
+4%
增持
SDY
SPDR SERIES TRUST
+$4.5M
768,592
+1%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$4.3M
2,262,070
+7%
增持
APH
AMPHENOL CORP NEW
+$4.3M
169,949
+1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$4.3M
221,914
-4%
增持
URI
UNITED RENTALS INC
+$4.2M
19,449
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$4.2M
820,975
+3%
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC
-$4.2M
13,595
-94%
增持
WMT
WALMART INC
+$4.1M
531,907
+3%
增持
DMB
BNY MELLON MUN BD INFRASTRUC
+$4.1M
1,331,675
+34%
增持
BWG
BRANDYWINEGBL GBL INCM OPP F
+$4.0M
1,318,834
+48%
减持
ANET
ARISTA NETWORKS INC
+$4.0M
107,765
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
388,338
-16%
减持
MRSH
MARSH & MCLENNAN COS INC
-$4.0M
204,088
-1%
增持
GBDC
GOLUB CAP BDC INC
+$4.0M
649,283
+94%
增持
LOW
LOWES COS INC
+$4.0M
132,715
+0%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.9M
30,101
+38%
增持
B
BARRICK MNG CORP
+$3.9M
228,795
+33%
减持
BAC
BANK AMERICA CORP
+$3.9M
1,001,006
-1%
减持
FISV
FISERV INC
-$3.9M
67,992
-7%
增持
—
BLACKROCK MUNI INCOME TR II
+$3.8M
1,752,419
+22%
增持
EOD
ALLSPRING GLOBAL DIVIDEND OP
+$3.8M
1,392,891
+83%
增持
PM
PHILIP MORRIS INTL INC
-$3.8M
270,541
+3%
增持
WFC
WELLS FARGO CO NEW
+$3.8M
445,654
+6%
减持
EFV
ISHARES TR
-$3.8M
1,129,576
-11%
清仓
FAX
ABRDN ASIA PACIFIC INCOME FU
-$3.8M
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$3.7M
140,076
+11%
增持
AMAT
APPLIED MATLS INC
+$3.7M
139,015
+3%
清仓
KLG
WK KELLOGG CO
-$3.7M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.6M
236,220
+8%
