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Caldwell Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Caldwell Trust Co
报告期 2026-03-31 · CIK 0002080218
持仓数
784
前50大市值合计
$747.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
20Q2 调仓
2020-03-31 → 2020-06-30 · 共 150 项
建仓 4
增持 43
减持 96
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$8.1M
74,337
-1%
增持
AMZN
AMAZON COM INC
+$6.8M
8,184
+1%
清仓
—
UNITED TECHNOLOGIES CORP
-$4.9M
0
-100%
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
MSFT
MICROSOFT CORP
+$4.0M
88,904
-1%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.8M
62,365
增持
SPY
SPDR S&P 500 ETF TR
+$3.8M
74,050
+0%
减持
HD
HOME DEPOT INC
+$3.7M
62,849
-3%
增持
QQQ
INVESCO QQQ TR
+$2.9M
18,158
+118%
减持
FLRN
SPDR SER TR
-$2.5M
284,273
-25%
减持
GOOGL
ALPHABET INC
+$2.0M
8,497
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.4M
34,349
-8%
减持
MA
MASTERCARD INCORPORATED
+$1.3M
28,802
-4%
增持
—
BLACKROCK INC
+$1.2M
10,890
+2%
增持
V
VISA INC
+$1.2M
32,594
+3%
增持
VO
VANGUARD INDEX FDS
+$1.1M
33,136
+2%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
9,858
-1%
增持
AMGN
AMGEN INC
+$1.1M
33,153
+0%
增持
IGSB
ISHARES TR
+$1.1M
185,170
+8%
增持
ABT
ABBOTT LABS
+$1.1M
62,706
+7%
减持
JNK
SPDR SER TR
-$1.0M
13,910
-46%
增持
CVX
CHEVRON CORP NEW
+$996.4K
55,307
+2%
减持
CRM
SALESFORCE COM INC
+$926.1K
21,826
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$913.8K
48,849
-42%
减持
UNH
UNITEDHEALTH GROUP INC
+$792.8K
19,060
-2%
增持
ABBV
ABBVIE INC
+$783.9K
33,877
+2%
减持
DIS
DISNEY WALT CO
+$764.0K
52,922
-0%
减持
EMR
EMERSON ELEC CO
+$743.6K
55,963
-2%
建仓
OTIS
OTIS WORLDWIDE CORP
+$739.0K
12,997
减持
MCD
MCDONALDS CORP
+$720.8K
47,195
-2%
减持
CSCO
CISCO SYS INC
+$698.8K
114,476
-3%
增持
ECL
ECOLAB INC
+$659.5K
11,315
+11%
减持
IJR
ISHARES TR
+$646.7K
84,756
-7%
清仓
—
RAYTHEON CO
-$642.0K
0
-100%
增持
ADBE
ADOBE INC
+$621.7K
5,188
+1%
增持
—
ACCENTURE PLC IRELAND
+$621.3K
8,435
+16%
减持
UNP
UNION PAC CORP
+$620.0K
26,593
-3%
减持
LLY
LILLY ELI & CO
+$617.2K
27,423
-2%
减持
GPC
GENUINE PARTS CO
+$611.8K
46,709
-9%
减持
JNJ
JOHNSON & JOHNSON
+$599.3K
80,347
-2%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$573.7K
25,821
减持
MMM
3M CO
+$563.4K
32,501
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$555.7K
49,986
-7%
增持
ZTS
ZOETIS INC
+$553.2K
10,030
+44%
减持
PG
PROCTER AND GAMBLE CO
+$522.7K
69,018
-2%
减持
INTC
INTEL CORP
+$510.1K
127,845
-3%
增持
NOBL
PROSHARES TR
+$466.0K
40,170
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$456.9K
16,145
+5%
减持
QCOM
QUALCOMM INC
+$455.6K
21,748
-4%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$448.8K
924
-86%
增持
WMT
WALMART INC
+$442.5K
42,822
+4%
减持
HON
HONEYWELL INTL INC
+$413.1K
41,058
-1%
减持
—
EXXON MOBIL CORP
+$408.5K
99,857
-7%
减持
IGIB
ISHARES TR
+$404.1K
89,902
-2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$379.4K
9,961
-0%
减持
PEP
PEPSICO INC
+$371.4K
41,223
-3%
增持
CLX
CLOROX CO DEL
+$363.6K
5,800
+11%
减持
PM
PHILIP MORRIS INTL INC
-$360.6K
46,268
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$338.1K
15,464
+8%
减持
APD
AIR PRODS & CHEMS INC
+$329.3K
8,026
-0%
减持
PH
PARKER HANNIFIN CORP
+$294.1K
5,869
-3%
增持
COST
COSTCO WHSL CORP NEW
+$291.1K
7,445
+8%
减持
CMI
CUMMINS INC
+$289.2K
8,226
-2%
减持
LPLA
LPL FINL HLDGS INC
+$285.8K
12,959
-3%
减持
NEE
NEXTERA ENERGY INC
-$285.2K
64,267
-2%
减持
ITW
ILLINOIS TOOL WKS INC
+$283.5K
8,880
-1%
减持
PAYX
PAYCHEX INC
+$281.0K
26,223
-3%
减持
JPM
JPMORGAN CHASE & CO
+$268.9K
71,046
-0%
减持
ED
CONSOLIDATED EDISON INC
-$264.0K
33,195
-2%
减持
IVV
ISHARES TR
+$260.4K
5,274
-1%
减持
SJNK
SPDR SER TR
-$251.1K
130,200
-13%
增持
IHI
ISHARES TR
+$247.1K
2,010
+59%
减持
NSC
NORFOLK SOUTHERN CORP
+$246.2K
12,400
-6%
减持
BAC
BK OF AMERICA CORP
+$243.2K
102,296
-1%
减持
WU
WESTERN UN CO
+$242.7K
85,288
-3%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$239.2K
163,174
-4%
减持
QQQE
DIREXION SHS ETF TR
-$237.3K
350
-94%
增持
T
AT&T INC
+$233.5K
157,019
+1%
减持
IJJ
ISHARES TR
+$230.9K
9,968
-0%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$229.6K
6,346
-2%
减持
VLO
VALERO ENERGY CORP
+$223.7K
26,498
-10%
减持
TROW
PRICE T ROWE GROUP INC
+$217.9K
9,351
-3%
减持
LOW
LOWES COS INC
+$216.4K
4,427
-0%
减持
KMB
KIMBERLY CLARK CORP
+$211.7K
18,193
-1%
清仓
—
CENTERSTATE BK CORP
-$210.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$203.0K
117,965
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$202.5K
8,697
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$201.9K
65,748
+0%
减持
STZ
CONSTELLATION BRANDS INC
+$201.6K
8,262
-5%
减持
PSX
PHILLIPS 66
+$201.6K
11,486
-1%
减持
CHD
CHURCH & DWIGHT INC
+$201.2K
15,828
-1%
减持
COP
CONOCOPHILLIPS
+$199.8K
23,970
-9%
增持
SBUX
STARBUCKS CORP
+$193.1K
17,267
+5%
增持
CMCSA
COMCAST CORP NEW
+$187.7K
27,377
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$186.8K
30,698
+22%
减持
—
OSI ETF TR
+$181.0K
49,973
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$176.0K
31,810
-1%
建仓
—
SOUTH ST CORP
+$174.7K
3,666
增持
ROP
ROPER TECHNOLOGIES INC
+$169.1K
1,498
+13%
增持
XLC
SELECT SECTOR SPDR TR
+$163.8K
4,365
+168%
减持
BX
BLACKSTONE GROUP INC
+$155.8K
16,949
-4%
减持
WEC
WEC ENERGY GROUP INC
-$155.0K
19,052
-8%
增持
AGG
ISHARES TR
+$154.1K
48,289
+0%
减持
CAT
CATERPILLAR INC DEL
+$153.6K
20,505
-2%
清仓
DON
WISDOMTREE TR
-$152.2K
0
-100%
增持
—
LINDE PLC
+$151.1K
3,199
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$145.4K
3,085
+174%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$136.5K
0
-100%
清仓
—
ALLERGAN PLC
-$136.4K
0
-100%
减持
MET
METLIFE INC
-$134.3K
6,656
-46%
减持
AXP
AMERICAN EXPRESS CO
+$131.3K
15,482
-1%
减持
MO
ALTRIA GROUP INC
-$128.6K
58,085
-7%
增持
IWM
ISHARES TR
+$127.7K
3,891
+4%
减持
AMAT
APPLIED MATLS INC
+$126.4K
8,725
-0%
增持
OMC
OMNICOM GROUP INC
+$125.1K
3,355
+217%
增持
AMT
AMERICAN TOWER CORP NEW
+$121.8K
2,586
+3%
增持
TLT
ISHARES TR
+$120.0K
3,759
+25%
减持
WFC
WELLS FARGO CO NEW
-$117.8K
26,889
-4%
减持
XLP
SELECT SECTOR SPDR TR
-$117.2K
1,942
-54%
增持
IBB
ISHARES TR
+$115.9K
2,243
+27%
减持
PYPL
PAYPAL HLDGS INC
+$115.3K
1,491
-1%
减持
CL
COLGATE PALMOLIVE CO
+$114.4K
18,506
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$112.9K
24,909
-5%
减持
TFC
TRUIST FINL CORP
+$112.7K
23,006
-6%
减持
ORCL
ORACLE CORP
+$112.1K
18,235
-2%
增持
—
CHUBB LIMITED
+$109.8K
1,483
+112%
减持
MS
MORGAN STANLEY
+$106.3K
13,425
-16%
减持
XLV
SELECT SECTOR SPDR TR
-$99.1K
4,921
-26%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$96.1K
96,356
-16%
减持
BIIB
BIOGEN INC
-$96.0K
1,635
-3%
减持
PFF
ISHARES TR
+$95.5K
37,680
-1%
增持
KLAC
KLA CORP
+$93.1K
1,680
+3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$92.9K
2,610
-73%
减持
—
LAM RESEARCH CORP
+$87.6K
1,193
-4%
减持
GLW
CORNING INC
+$83.9K
20,608
-6%
增持
HDV
ISHARES TR
+$83.8K
7,207
+3%
清仓
—
CEDAR FAIR L P
-$82.5K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$81.6K
369
-55%
减持
PFE
PFIZER INC
-$80.8K
74,813
-3%
减持
BP
BP PLC
-$75.5K
3,442
-46%
减持
RWX
SPDR INDEX SHS FDS
-$74.1K
2,994
-50%
减持
DVY
ISHARES TR
+$72.5K
11,885
-1%
减持
O
REALTY INCOME CORP
-$72.3K
2,121
-47%
减持
UPS
UNITED PARCEL SERVICE INC
+$71.7K
4,495
-2%
减持
VB
VANGUARD INDEX FDS
-$71.1K
141
-82%
减持
VBR
VANGUARD INDEX FDS
+$71.0K
6,126
-7%
增持
BND
VANGUARD BD INDEX FDS
+$70.3K
15,950
+2%
减持
WY
WEYERHAEUSER CO MTN BE
-$68.8K
27,178
-32%
减持
EOG
EOG RES INC
-$67.5K
210
-90%
减持
MRK
MERCK & CO. INC
-$66.9K
45,176
-2%
增持
SBCF
SEACOAST BKG CORP FLA
+$65.0K
4,829
+164%
