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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 74
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
CRWD
CROWDSTRIKE HLDGS INC
-$502.9M
161,231
-87%
减持
MSFT
MICROSOFT CORP
-$220.0M
1,732,145
-3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$94.9M
2,176,821
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。
-2%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$49.0M
1,679,370
+13978%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$48.9M
5,338,767
+14%
增持
NVDA
NVIDIA CORPORATION
-$39.3M
3,425,938
+0%
增持
IVV
ISHARES TR
-$38.8M
2,299,769
+2%
减持
AMZN
AMAZON COM INC
-$36.6M
1,486,103
-1%
清仓
—
ASTRAZENECA PLC
-$35.6M
0
-100%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$35.5M
353,948
+660%
建仓
—
ASTRAZENECA PLC
+$33.6M
170,432
增持
SLAB
SILICON LABORATORIES INC
+$32.9M
425,003
+0%
减持
PAGP
PLAINS GP HLDGS L P
-$32.4M
279,490
-86%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$32.2M
302,443
-86%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$32.0M
3,911,221
+280%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$30.2M
98,361
-60%
增持
TSLA
TESLA INC
-$29.6M
507,898
+4%
增持
VOO
VANGUARD INDEX FDS
-$29.6M
1,665,413
+2%
减持
GOOG
ALPHABET INC
-$26.1M
853,041
-1%
减持
DIS
DISNEY WALT CO
-$25.8M
1,375,321
-1%
减持
—
EXXON MOBIL CORP
+$25.8M
536,617
-1%
减持
GOOGL
ALPHABET INC
-$25.2M
906,590
-1%
增持
IGF
ISHARES TR
+$23.7M
3,722,667
+1%
增持
META
META PLATFORMS INC
-$21.8M
293,510
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$20.6M
854,566
+48%
增持
KO
COCA COLA CO
+$20.5M
3,273,789
+0%
增持
JNJ
JOHNSON & JOHNSON
+$19.6M
391,963
+6%
增持
IEMG
ISHARES INC
+$17.8M
1,562,950
+15%
增持
IWB
ISHARES TR
-$17.7M
1,112,041
+0%
增持
CVX
CHEVRON CORPORATION
+$17.0M
281,126
+4%
清仓
—
BLACKROCK MUNI INCOME TR II
-$16.9M
0
-100%
减持
ORCL
ORACLE CORP
-$16.1M
330,111
-0%
增持
IJH
ISHARES TR
+$16.0M
7,085,087
+1%
增持
LLY
ELI LILLY & CO
-$15.8M
115,489
+2%
增持
IJR
ISHARES TR
+$15.7M
2,341,216
+2%
减持
V
VISA INC
-$15.3M
290,453
-1%
增持
JPM
JPMORGAN CHASE & CO
-$12.7M
493,552
+1%
增持
AAPL
APPLE INC
-$12.4M
2,910,646
+5%
增持
AMAT
APPLIED MATLS INC
+$12.4M
139,949
+2%
增持
LRCX
LAM RESEARCH CORP
+$12.2M
262,360
+2%
增持
VV
VANGUARD INDEX FDS
+$12.1M
836,558
+11%
增持
GEV
GE VERNOVA INC
+$11.4M
48,579
+2%
增持
IWF
ISHARES TR
-$11.3M
273,685
+1%
增持
INTU
INTUIT
-$11.0M
56,836
+6%
清仓
—
AMCOR PLC
-$11.0M
0
-100%
建仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$11.0M
1,078,357
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$10.8M
70,197
-10%
清仓
—
BLACKROCK MUNIHOLDINGS QUALI
-$10.8M
0
-100%
减持
COST
COSTCO WHOLESALE CORPORATION
+$10.8M
94,179
-2%
建仓
—
AMCOR PLC
+$10.8M
270,707
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$10.7M
203,430
+7%
增持
DASH
DOORDASH INC
-$10.7M
141,366
+0%
减持
PGR
PROGRESSIVE CORP
-$10.7M
159,360
-13%
减持
VUG
VANGUARD INDEX FDS
-$10.6M
154,218
-4%
增持
ET
ENERGY TRANSFER L P
+$10.6M
1,343,586
+44%
减持
DFAC
DIMENSIONAL ETF TRUST
-$10.5M
21,178
-93%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$10.3M
2,028,326
减持
UNH
UNITEDHEALTH GROUP INC
-$10.2M
118,900
-7%
清仓
—
BLACKROCK MUNIVEST FD II INC
-$10.0M
0
-100%
增持
GLD
SPDR GOLD TR
+$10.0M
90,875
+25%
增持
MA
MASTERCARD INCORPORATED
-$9.5M
155,625
+2%
增持
CAT
CATERPILLAR INC
+$9.3M
64,753
+2%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
+$9.2M
895,285
+5602%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$9.1M
175,217
+6276%
增持
AVGO
BROADCOM INC
-$9.1M
562,173
+6%
建仓
SUNB
SUNBELT RENTALS HOLDINGS INC
+$8.9M
136,120
减持
NOW
SERVICENOW INC
-$8.6M
143,864
-7%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$8.6M
388,722
减持
APP
APPLOVIN CORP
-$8.5M
26,470
-6%
增持
MRK
MERCK & CO INC
+$8.4M
480,635
+2%
减持
GLW
CORNING INC
+$8.2M
176,882
-2%
增持
VBK
VANGUARD INDEX FDS
+$8.2M
140,744
+24%
建仓
TSLX
SIXTH STREET SPECIALTY LENDI
+$8.1M
442,900
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.9M
403,832
+1%
增持
SNDK
SANDISK CORP
+$7.9M
18,314
+16%
减持
COF
CAPITAL ONE FINL CORP
-$7.7M
112,192
-4%
增持
NFLX
NETFLIX INC.
+$7.7M
892,241
+7%
减持
MOAT
VANECK ETF TRUST
-$7.6M
91,826
-42%
减持
MU
MICRON TECHNOLOGY INC
+$7.6M
154,811
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$7.5M
45,640
+21%
清仓
CMA
COMERICA INC
-$7.3M
0
-100%
增持
—
LINDE PLC
+$7.3M
72,569
+8%
增持
—
ASML HLDG NV
+$7.2M
25,224
+3%
清仓
—
BLACKROCK MUN INCOME QUALITY
-$7.1M
0
-100%
减持
BAC
BANK AMERICA CORP
-$7.0M
992,753
-1%
增持
PWR
QUANTA SVCS INC
+$7.0M
35,369
+20%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$7.0M
840,196
-1%
增持
EFG
ISHARES TR
+$6.9M
215,351
+44%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.9M
1,399,111
+0%
减持
—
EVEREST GROUP LTD
-$6.9M
12,470
-61%
减持
—
ACCENTURE PLC IRELAND
-$6.8M
71,612
-8%
减持
IWO
ISHARES TR
-$6.8M
121,528
-13%
增持
SDY
SPDR SERIES TRUST
+$6.7M
782,740
+1%
增持
IWN
ISHARES TR
+$6.7M
414,852
+5%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$6.7M
285
+2%
减持
MEGI
NYLI CBRE GBL INFR MEGTRNDS
-$6.6M
105,342
-82%
减持
SPGI
S&P GLOBAL INC
-$6.6M
51,207
-6%
增持
DHR
DANAHER CORP DEL
-$6.5M
189,279
+2%
减持
WFC
WELLS FARGO & CO
-$6.5M
423,798
-2%
减持
COP
CONOCOPHILLIPS
+$6.4M
178,925
-3%
减持
ABT
ABBOTT LABORATORIES
-$6.4M
263,579
-1%
增持
CRM
SALESFORCE INC
-$6.3M
100,063
+6%
减持
USHY
ISHARES TR
-$6.3M
203,491
-45%
减持
NDAQ
NASDAQ INC
-$6.3M
332,035
-6%
增持
FITB
FIFTH THIRD BANCORP
+$6.3M
275,128
+97%
增持
XLE
SELECT SECTOR SPDR TR
+$6.2M
374,458
+0%
减持
UBER
UBER TECHNOLOGIES INC
-$6.2M
604,299
-0%
减持
EVTC
EVERTEC INC
-$6.1M
16,998
-93%
增持
GLO
CLOUGH GLOBAL OPPORTUNITIES
+$6.1M
3,808,702
+43%
增持
UPST
UPSTART HLDGS INC
-$6.1M
337,287
+0%
减持
QCOM
QUALCOMM INC
-$6.0M
115,278
-6%
增持
DFSU
DIMENSIONAL ETF TRUST
+$6.0M
1,232,278
+20%
减持
WMT
WALMART INC
+$5.9M
551,900
-2%
增持
AXP
AMERICAN EXPRESS CO
-$5.9M
106,711
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.9M
532,441
+4%
减持
LITE
LUMENTUM HLDGS INC
+$5.8M
25,488
-22%
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$5.8M
525,658
增持
IEFA
ISHARES TR
+$5.8M
546,728
+12%
减持
ADBE
ADOBE INC
-$5.8M
44,010
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$5.7M
164,261
-2%
清仓
—
BLACKROCK MUN INCOME TR
-$5.7M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$5.6M
325,687
-6%
增持
KLAC
KLA CORP
+$5.6M
17,436
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.5M
118,559
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
-$5.5M
180,342
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.4M
81,866
-4%
减持
NFJ
VIRTUS DIVIDEND INTEREST & P
-$5.4M
72,332
-85%
减持
SDHY
PGIM SHORT DUR HIG YLD OPP F
-$5.3M
518,927
-37%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$5.2M
1,613,294
-12%
减持
DFSV
DIMENSIONAL ETF TRUST
+$5.1M
2,754,739
-1%
增持
EFA
ISHARES TR
+$5.0M
969,116
+4%
减持
PDEC
INNOVATOR ETFS TRUST
-$4.9M
109,233
-48%
减持
XEMDX
WESTERN ASSET EMERGING MKTS
-$4.8M
905,604
-30%
减持
SRLN
SSGA ACTIVE ETF TR
-$4.7M
8,197
-93%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$4.7M
16,035
-93%
建仓
PJAN
INNOVATOR ETFS TRUST
+$4.7M
101,957
增持
JBBB
JANUS DETROIT STR TR
+$4.7M
650,148
+21%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$4.6M
102,585
+22%
减持
MPC
MARATHON PETE CORP
+$4.6M
57,787
-1%
减持
—
ELASTIC N V
-$4.6M
4,639
-93%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$4.6M
52,897
增持
DE
DEERE & CO
+$4.5M
43,904
+1%
增持
NVS
NOVARTIS AG
+$4.5M
136,897
+15%
增持
VLO
VALERO ENERGY CORP
+$4.5M
51,596
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$4.5M
196,817
-8%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$4.5M
22,704
+3%
增持
T
AT&T INC
+$4.4M
805,069
+6%
增持
TGT
TARGET CORP
+$4.4M
88,679
+38%
增持
INTC
INTEL CORP
+$4.4M
433,783
+9%
减持
VRT
VERTIV HOLDINGS CO
+$4.4M
53,886
-4%
