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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

20Q4 调仓2020-09-30 → 2020-12-31 · 共 150 项建仓 5增持 55减持 85清仓 5

方向

标的

Δ市值

现股数(环比)

增持

IGSB ISHARES TR

+$7.6M

464,949 +42%

减持

AAPL APPLE INC

+$4.6M

271,941 -0%

减持

FLOT ISHARES TR

-$3.1M

218,881 -22%

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

SPY SPDR S&P 500 ETF TR

+$3.1M

70,642 +1%

减持

DIS DISNEY WALT CO

+$2.8M

50,537 -1%

减持

FLRN SPDR SER TR

-$2.2M

204,557 -26%

减持

GOOGL ALPHABET INC

+$2.2M

7,894 -1%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$2.0M

28,032 -3%

减持

JPM JPMORGAN CHASE & CO

+$2.0M

65,751 -0%

增持

HON HONEYWELL INTL INC

+$2.0M

40,491 +0%

增持

NEE NEXTERA ENERGY INC

+$1.9M

248,620 +299%

增持

— BLACKROCK INC

+$1.8M

10,396 +2%

减持

IJR ISHARES TR

+$1.6M

74,161 -1%

增持

IGIB ISHARES TR

+$1.2M

116,610 +19%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$1.2M

20,810 -33%

增持

MSFT MICROSOFT CORP

+$1.1M

84,412 +1%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$1.0M

47,296 +3%

减持

HD HOME DEPOT INC

-$840.2K

59,575 -1%

减持

VO VANGUARD INDEX FDS

+$817.8K

27,909 -1%

减持

AMGN AMGEN INC

-$771.8K

31,210 -0%

增持

UNH UNITEDHEALTH GROUP INC

+$754.8K

18,422 +1%

增持

QQQ INVESCO QQQ TR

+$744.0K

18,913 +1%

增持

QCOM QUALCOMM INC

+$728.6K

20,318 +1%

增持

ABBV ABBVIE INC

+$707.3K

33,588 +2%

减持

EMR EMERSON ELEC CO

+$671.1K

49,580 -2%

增持

AGG ISHARES TR

+$630.1K

51,975 +11%

减持

CVX CHEVRON CORP NEW

+$609.8K

51,829 -1%

减持

CAT CATERPILLAR INC

+$609.3K

18,989 -1%

增持

V VISA INC

+$600.8K

31,513 +0%

增持

CRM SALESFORCE COM INC

-$593.5K

20,920 +0%

减持

JNJ JOHNSON & JOHNSON

+$589.8K

75,084 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$543.1K

28,826 -0%

减持

BA BOEING CO

+$489.8K

10,044 -0%

减持

BF/A BROWN FORMAN CORP

-$479.3K

305 -96%

减持

LLY LILLY ELI & CO

+$479.0K

25,405 -1%

减持

AMZN AMAZON COM INC

+$465.5K

7,445 -1%

减持

— EXXON MOBIL CORP

-$461.8K

54,130 -31%

减持

BAC BK OF AMERICA CORP

+$458.6K

84,714 -3%

增持

SYK STRYKER CORPORATION

+$439.6K

11,080 +1%

减持

KO COCA COLA CO

+$425.7K

80,945 -0%

减持

RTX RAYTHEON TECHNOLOGIES CORP

+$423.5K

47,955 -8%

减持

MMM 3M CO

+$385.5K

31,026 -1%

减持

PH PARKER-HANNIFIN CORP

+$375.8K

5,507 -1%

增持

BX BLACKSTONE GROUP INC

+$374.3K

19,228 +15%

减持

MA MASTERCARD INCORPORATED

+$371.0K

26,502 -1%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$358.9K

863 -76%

增持

IJJ ISHARES TR

+$353.9K

18,752 +100%

增持

SBUX STARBUCKS CORP

+$352.5K

15,766 +2%

减持

PEP PEPSICO INC

+$346.4K

36,571 -0%

增持

PAYX PAYCHEX INC

+$334.7K

23,929 +1%

减持

INTC INTEL CORP

-$321.8K

108,850 -2%

增持

MS MORGAN STANLEY

+$297.4K

12,541 +8%

减持

LPLA LPL FINL HLDGS INC

+$296.3K

12,121 -4%

减持

CSCO CISCO SYS INC

+$292.9K

97,129 -6%

增持

NOBL PROSHARES TR

+$291.5K

37,374 +0%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$290.5K

55,027 -10%

增持

— UNILEVER PLC

+$281.9K

6,433 +273%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$275.0K

6,306 +5%

减持

TLT ISHARES TR

-$273.9K

1,238 -57%

增持

ROP ROPER TECHNOLOGIES INC

+$272.0K

2,179 +29%

减持

UNP UNION PAC CORP

+$270.2K

25,057 -0%

减持

— ACCENTURE PLC IRELAND

+$267.1K

8,547 -2%

减持

GOOG ALPHABET INC

+$260.2K

974 -1%

减持

SCHW SCHWAB CHARLES CORP

+$258.1K

15,570 -1%

减持

TJX TJX COS INC NEW

+$257.3K

20,604 -0%

减持

NSC NORFOLK SOUTHN CORP

+$249.5K

11,425 -1%

减持

APD AIR PRODS & CHEMS INC

-$247.8K

7,481 -3%

增持

IHI ISHARES TR

+$246.8K

2,680 +27%

减持

LMT LOCKHEED MARTIN CORP

-$240.2K

7,430 -1%

减持

MCD MCDONALDS CORP

-$239.2K

45,417 -0%

减持

ED CONSOLIDATED EDISON INC

-$235.0K

28,532 -3%

增持

AMAT APPLIED MATLS INC

+$233.0K

8,655 +0%

减持

VEA VANGUARD TAX-MANAGED INTL FD

+$225.4K

61,795 -6%

减持

BF/B BROWN FORMAN CORP

-$224.1K

455 -87%

增持

COST COSTCO WHSL CORP NEW

+$218.8K

7,569 +2%

减持

PM PHILIP MORRIS INTL INC

+$218.1K

38,183 -3%

减持

WFC WELLS FARGO CO NEW

-$214.3K

5,074 -68%

减持

MCHP MICROCHIP TECHNOLOGY INC.

+$206.8K

6,127 -2%

建仓

TDOC TELADOC HEALTH INC

+$205.0K

1,025

减持

CLX CLOROX CO DEL

-$201.6K

5,049 -13%

增持

TSLA TESLA INC

+$199.9K

648 +8%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$199.3K

34,709 -3%

减持

TROW PRICE T ROWE GROUP INC

+$196.0K

8,547 -0%

清仓

— UNILEVER N V

-$195.8K

0 -100%

增持

EEM ISHARES TR

+$189.8K

19,055 +6%

增持

KMB KIMBERLY-CLARK CORP

-$186.4K

17,258 +1%

增持

WMT WALMART INC

+$185.2K

41,953 +0%

增持

IEF ISHARES TR

+$181.2K

2,425 +169%

减持

VNQ VANGUARD INDEX FDS

-$178.5K

2,760 -47%

增持

STZ CONSTELLATION BRANDS INC

+$178.4K

5,636 +1%

减持

IWM ISHARES TR

+$176.6K

3,846 -0%

减持

ECL ECOLAB INC

+$175.6K

11,284 -0%

增持

— AON PLC

+$171.3K

7,476 +10%

减持

NIC NICOLET BANKSHARES INC

+$171.1K

28,526 -10%

减持

DE DEERE & CO

+$169.4K

3,685 -1%

增持

IYH ISHARES TR

+$166.1K

1,654 +56%

减持

MPC MARATHON PETE CORP

-$161.8K

7,048 -54%

增持

CL COLGATE PALMOLIVE CO

+$160.8K

18,036 +1%

减持

CMCSA COMCAST CORP NEW

+$159.3K

26,695 -0%

增持

NVDA NVIDIA CORPORATION

-$157.9K

10,379 +1%

增持

ADI ANALOG DEVICES INC

+$154.3K

4,153 +6%

减持

VZ VERIZON COMMUNICATIONS INC

-$151.9K

108,458 -1%

建仓

— ISHARES U S ETF TR

+$145.6K

4,700

减持

XLP SELECT SECTOR SPDR TR

-$143.7K

1,587 -59%

清仓

IYZ ISHARES TR

-$142.8K

0 -100%

减持

XLV SELECT SECTOR SPDR TR

-$139.6K

4,123 -28%

减持

VBR VANGUARD INDEX FDS

+$139.6K

4,947 -3%

增持

SYY SYSCO CORP

+$137.2K

8,541 +7%

减持

D DOMINION ENERGY INC

-$134.3K

15,911 -6%

增持

CVS CVS HEALTH CORP

+$130.9K

7,787 +13%

减持

XLK SELECT SECTOR SPDR TR

+$126.9K

14,086 -4%

增持

ABT ABBOTT LABS

+$124.8K

60,913 +1%

增持

UPS UNITED PARCEL SERVICE INC

+$124.1K

4,752 +17%

增持

PRU PRUDENTIAL FINL INC

+$123.6K

5,645 +13%

减持

WEC WEC ENERGY GROUP INC

-$122.6K

17,870 -2%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$121.0K

14,334 -3%

减持

PNC PNC FINL SVCS GROUP INC

+$120.5K

3,644 -5%

增持

BDX BECTON DICKINSON & CO

+$117.6K

6,093 +1%

建仓

ARKK ARK ETF TR

+$115.2K

925

增持

ITW ILLINOIS TOOL WKS INC

+$112.9K

8,750 +1%

减持

OMC OMNICOM GROUP INC

-$111.0K

411 -85%

减持

TFC TRUIST FINL CORP

+$110.2K

14,257 -5%

减持

DEO DIAGEO PLC

+$110.1K

5,712 -1%

减持

PSX PHILLIPS 66

+$108.9K

8,885 -10%

减持

PKG PACKAGING CORP AMER

+$108.2K

4,398 -4%

增持

MNST MONSTER BEVERAGE CORP NEW

+$100.2K

6,530 +4%

增持

— MEDTRONIC PLC

+$99.7K

5,873 +4%

减持

CMI CUMMINS INC

+$97.4K

7,874 -2%

建仓

VTRS VIATRIS INC

+$96.8K

5,166

增持

DUK DUKE ENERGY CORP NEW

+$95.0K

24,215 +1%

减持

VTI VANGUARD INDEX FDS

+$94.2K

4,228 -1%

增持

ORCL ORACLE CORP

+$92.7K

16,182 +1%

清仓

BKLN INVESCO EXCH TRADED FD TR II

-$92.4K

0 -100%

减持

WY WEYERHAEUSER CO MTN BE

+$91.4K

24,452 -4%

增持

GLW CORNING INC

+$91.3K

21,116 +2%

清仓

ZION ZIONS BANCORPORATION N A

-$90.7K

0 -100%

清仓

OHI OMEGA HEALTHCARE INVS INC

-$89.8K

0 -100%

减持

DHR DANAHER CORPORATION

-$89.7K

2,639 -16%

建仓

— WORLD GOLD TR

+$88.1K

4,650

增持

NUE NUCOR CORP

+$83.5K

4,759 +26%

减持

AMP AMERIPRISE FINL INC

+$83.4K

2,078 -0%

减持

— OSI ETF TR

+$83.1K

46,150 -1%

减持

CARR CARRIER GLOBAL CORPORATION

+$80.4K

16,986 -7%

减持

XLF SELECT SECTOR SPDR TR

+$77.5K

19,160 -5%

增持

PYPL PAYPAL HLDGS INC

+$76.6K

1,399 +10%

增持

IWP ISHARES TR

+$76.6K

4,724 +100%

减持

PPG PPG INDS INC

+$76.5K

3,572 -1%

减持

JNK SPDR SER TR

-$75.4K

11,374 -10%

增持

ALB ALBEMARLE CORP

+$74.4K

1,046 +17%

减持

MRK MERCK & CO. INC

-$73.8K

43,653 -1%