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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

20Q3 调仓2020-06-30 → 2020-09-30 · 共 150 项建仓 5增持 21减持 120清仓 4

方向

标的

Δ市值

现股数(环比)

增持

IGSB ISHARES TR

+$7.9M

328,026 +77%

增持

AAPL APPLE INC

+$4.4M

271,976 +266%

减持

INTC INTEL CORP

-$1.9M

110,945 -13%

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

NEE NEXTERA ENERGY INC

+$1.9M

62,284 -3%

增持

NVDA NVIDIA CORPORATION

+$1.8M

10,306 +5%

减持

— EXXON MOBIL CORP

-$1.8M

78,447 -21%

建仓

NIC NICOLET BANKSHARES INC

+$1.7M

31,526

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$1.4M

28,765 -16%

增持

— AON PLC

+$1.4M

6,826 +6726%

增持

GLD SPDR GOLD TR

+$1.3M

12,604 +134%

减持

CSCO CISCO SYS INC

-$1.3M

102,910 -10%

减持

MCD MCDONALDS CORP

+$1.3M

45,491 -4%

减持

AMZN AMAZON COM INC

+$1.2M

7,553 -8%

减持

CVX CHEVRON CORP NEW

-$1.2M

52,322 -5%

减持

CRM SALESFORCE COM INC

+$1.2M

20,885 -4%

减持

VEA VANGUARD TAX-MANAGED INTL FD

-$1.0M

65,818 -32%

减持

PG PROCTER AND GAMBLE CO

+$1.0M

66,803 -3%

减持

HD HOME DEPOT INC

+$920.2K

60,007 -5%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$837.2K

52,237 -16%

减持

T AT&T INC

-$814.4K

137,928 -12%

减持

ABT ABBOTT LABS

+$811.4K

60,136 -4%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$791.1K

31,227 +25%

减持

FLOT ISHARES TR

-$759.6K

279,938 -5%

减持

AOS SMITH A O CORP

-$759.4K

200 -99%

减持

WMT WALMART INC

+$733.1K

41,901 -2%

减持

HON HONEYWELL INTL INC

+$700.3K

40,319 -2%

增持

QQQ INVESCO QQQ TR

+$693.9K

18,679 +3%

减持

LLY LILLY ELI & CO

-$692.0K

25,742 -6%

减持

VLO VALERO ENERGY CORP

-$657.8K

20,794 -22%

减持

MA MASTERCARD INCORPORATED

+$571.9K

26,876 -7%

减持

IJR ISHARES TR

-$548.3K

74,608 -12%

减持

BA BOEING CO

-$539.6K

10,046 -16%

增持

IGIB ISHARES TR

+$531.1K

98,000 +9%

减持

SPY SPDR S&P 500 ETF TR

+$521.8K

69,742 -6%

减持

MPC MARATHON PETE CORP

-$496.7K

15,450 -39%

减持

VO VANGUARD INDEX FDS

-$478.4K

28,100 -15%

减持

COP CONOCOPHILLIPS

-$466.2K

16,474 -31%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$462.4K

28,838 -9%

减持

UNP UNION PAC CORP

+$451.1K

25,129 -6%

减持

DIS DISNEY WALT CO

+$446.5K

51,159 -3%

减持

MO ALTRIA GROUP INC

-$442.9K

47,539 -18%

减持

ABBV ABBVIE INC

-$434.4K

33,013 -3%

减持

MSFT MICROSOFT CORP

-$429.8K

83,978 -6%

减持

RQI COHEN & STEERS QUALITY INCOM

-$417.6K

122,946 -25%

减持

GOOGL ALPHABET INC

-$413.8K

7,939 -7%

增持

SYK STRYKER CORPORATION

+$398.9K

10,920 +5%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$395.0K

35,614 -27%

减持

STZ CONSTELLATION BRANDS INC

-$389.3K

5,573 -33%

减持

QCOM QUALCOMM INC

+$383.0K

20,111 -8%

减持

COST COSTCO WHSL CORP NEW

+$375.6K

7,417 -0%

减持

PEP PEPSICO INC

-$375.1K

36,631 -11%

减持

APD AIR PRODS & CHEMS INC

+$353.8K

7,694 -4%

增持

ZTS ZOETIS INC

+$351.8K

10,439 +4%

减持

WU WESTERN UN CO

-$338.7K

70,238 -18%

减持

VNQ VANGUARD INDEX FDS

-$329.7K

5,229 -45%

减持

JPM JPMORGAN CHASE & CO

-$328.5K

66,003 -7%

减持

WFC WELLS FARGO CO NEW

-$321.0K

15,627 -42%

减持

BAC BK OF AMERICA CORP

-$320.4K

87,552 -14%

减持

PSX PHILLIPS 66

-$313.4K

9,886 -14%

减持

SCHW SCHWAB CHARLES CORP

-$300.2K

15,670 -39%

减持

PM PHILIP MORRIS INTL INC

-$298.5K

39,246 -15%

减持

LMT LOCKHEED MARTIN CORP

-$296.0K

7,508 -14%

减持

PFE PFIZER INC

+$291.7K

74,608 -0%

减持

TFC TRUIST FINL CORP

-$290.8K

15,062 -35%

减持

NSC NORFOLK SOUTHN CORP

+$288.1K

11,520 -7%

减持

AMP AMERIPRISE FINL INC

-$283.8K

2,079 -48%

减持

GPC GENUINE PARTS CO

-$280.5K

39,732 -15%

减持

CMI CUMMINS INC

+$265.5K

8,007 -3%

减持

CAT CATERPILLAR INC DEL

+$253.2K

19,089 -7%

减持

USB US BANCORP DEL

-$231.8K

15,999 -27%

减持

DE DEERE & CO

+$229.7K

3,709 -2%

减持

ADP AUTOMATIC DATA PROCESSING IN

-$229.5K

5,994 -16%

减持

TJX TJX COS INC NEW

-$224.9K

20,661 -24%

减持

XLF SELECT SECTOR SPDR TR

-$223.1K

20,245 -34%

减持

VYM VANGUARD WHITEHALL FDS

-$215.0K

6,262 -32%

减持

ITA ISHARES TR

-$209.7K

1,931 -38%

减持

OTIS OTIS WORLDWIDE CORP

-$206.9K

8,525 -34%

减持

FLRN SPDR SER TR

-$200.5K

276,788 -3%

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$195.7K

5,004 -4%

减持

AGG ISHARES TR

-$195.4K

46,695 -3%

减持

— BLACKROCK INC

-$187.6K

10,181 -7%

减持

BAX BAXTER INTL INC

-$182.9K

4,915 -27%

减持

CHD CHURCH & DWIGHT INC

+$182.4K

15,003 -5%

增持

VUG VANGUARD INDEX FDS

+$176.6K

3,220 +17%

减持

UPS UNITED PARCEL SERVICE INC

+$176.4K

4,058 -10%

减持

CMCSA COMCAST CORP NEW

+$172.4K

26,795 -2%

清仓

— IAC INTERACTIVECORP

-$163.0K

0 -100%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$162.2K

61,433 -7%

减持

EMR EMERSON ELEC CO

-$157.7K

50,536 -10%

减持

PNC PNC FINL SVCS GROUP INC

-$156.7K

3,844 -30%

增持

— ACCENTURE PLC IRELAND

+$154.3K

8,697 +3%

增持

TGT TARGET CORP

+$154.2K

2,226 +36%

减持

MRK MERCK & CO. INC

+$151.2K

43,938 -3%

减持

NKE NIKE INC

+$150.4K

5,546 -0%

减持

TLT ISHARES TR

-$147.0K

2,874 -24%

建仓

IYZ ISHARES TR

+$142.8K

5,250

减持

XLI SELECT SECTOR SPDR TR

-$141.9K

910 -71%

减持

GD GENERAL DYNAMICS CORP

-$140.3K

5,352 -9%

减持

BDX BECTON DICKINSON & CO

-$138.7K

6,047 -6%

增持

XLP SELECT SECTOR SPDR TR

+$136.9K

3,912 +101%

减持

— WALGREENS BOOTS ALLIANCE INC

-$136.3K

4,145 -38%

增持

GLW CORNING INC

+$135.2K

20,639 +0%

减持

IVV ISHARES TR

+$130.7K

5,249 -0%

减持

AMGN AMGEN INC

+$128.1K

31,270 -6%

增持

TSLA TESLA INC

+$127.8K

600 +400%

减持

DEO DIAGEO PLC

-$122.7K

5,790 -15%

建仓

MTCH MATCH GROUP INC NEW

+$119.8K

1,083

减持

ITW ILLINOIS TOOL WKS INC

+$118.4K

8,649 -3%

减持

WY WEYERHAEUSER CO MTN BE

+$118.0K

25,542 -6%

减持

SJNK SPDR SER TR

-$116.6K

122,321 -6%

清仓

LVS LAS VEGAS SANDS CORP

-$115.0K

0 -100%

增持

XLV SELECT SECTOR SPDR TR

+$114.9K

5,758 +17%

减持

— ROYAL DUTCH SHELL PLC

-$113.8K

1,108 -74%

减持

IYR ISHARES TR

-$113.4K

950 -60%

清仓

WDIV SPDR INDEX SHS FDS

-$113.3K

0 -100%

建仓

— COOPER COS INC

+$109.6K

325

减持

— MEDTRONIC PLC

-$109.0K

5,661 -26%

减持

SO SOUTHERN CO

-$108.7K

10,721 -19%

减持

HDV ISHARES TR

-$108.1K

5,924 -18%

减持

AIG AMERICAN INTL GROUP INC

-$105.4K

275 -92%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$104.3K

46,085 -8%

增持

IHI ISHARES TR

+$98.2K

2,104 +5%

减持

CVS CVS HEALTH CORP

-$97.6K

6,866 -11%

减持

WEC WEC ENERGY GROUP INC

+$97.3K

18,237 -4%

减持

AVGO BROADCOM INC

+$96.0K

2,153 -1%

减持

JNK SPDR SER TR

-$92.6K

12,607 -9%

减持

PAYX PAYCHEX INC

-$91.4K

23,756 -9%

减持

VBR VANGUARD INDEX FDS

-$91.1K

5,097 -17%

减持

ED CONSOLIDATED EDISON INC

-$90.7K

29,524 -11%

增持

MNST MONSTER BEVERAGE CORP NEW

+$90.5K

6,280 +5%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$90.4K

14,787 -4%

减持

NUE NUCOR CORP

-$90.2K

3,781 -40%

减持

PRU PRUDENTIAL FINL INC

-$89.9K

4,992 -25%

建仓

VTV VANGUARD INDEX FDS

+$89.5K

856

减持

MET METLIFE INC

-$88.7K

4,154 -38%

减持

BX BLACKSTONE GROUP INC

-$88.4K

16,703 -1%

减持

MS MORGAN STANLEY

-$86.4K

11,625 -13%

清仓

RWX SPDR INDEX SHS FDS

-$86.3K

0 -100%

增持

ROP ROPER TECHNOLOGIES INC

+$85.7K

1,689 +13%

减持

AXP AMERICAN EXPRESS CO

-$84.6K

13,858 -10%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$83.9K

8,954 -10%

减持

UNH UNITEDHEALTH GROUP INC

+$83.6K

18,300 -4%

减持

CI CIGNA CORP NEW

-$83.1K

1,776 -13%

减持

LEG LEGGETT & PLATT INC

-$82.3K

1,724 -60%

减持

— LINDE PLC

+$79.7K

3,184 -0%

增持

AWK AMERICAN WTR WKS CO INC NEW

+$78.1K

1,838 +26%

减持

DHR DANAHER CORPORATION

+$73.1K

3,139 -8%

减持

JNJ JOHNSON & JOHNSON

-$72.3K

75,409 -6%

减持

FDX FEDEX CORP

+$71.2K

703 -7%

减持

DVY ISHARES TR

-$71.0K

10,895 -8%