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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

21Q1 调仓2020-12-31 → 2021-03-31 · 共 150 项建仓 5增持 98减持 44清仓 3

方向

标的

Δ市值

现股数(环比)

增持

IGSB ISHARES TR

+$5.8M

574,368 +24%

减持

AAPL APPLE INC

-$3.3M

268,390 -1%

增持

AGG ISHARES TR

+$3.1M

81,143 +56%

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

IGIB ISHARES TR

+$2.8M

168,798 +45%

增持

HD HOME DEPOT INC

+$2.6M

60,411 +1%

减持

FLRN SPDR SER TR

-$2.6M

119,288 -42%

增持

SPY SPDR S&P 500 ETF TR

+$2.5M

72,988 +3%

增持

GOOGL ALPHABET INC

+$2.5M

7,926 +0%

增持

JPM JPMORGAN CHASE & CO

+$2.2M

69,180 +5%

减持

FLOT ISHARES TR

-$2.1M

177,800 -19%

增持

IJR ISHARES TR

+$2.0M

80,884 +9%

增持

INTC INTEL CORP

+$1.7M

111,106 +2%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$1.4M

27,726 -1%

减持

AMZN AMAZON COM INC

-$1.3M

7,420 -0%

增持

CVX CHEVRON CORP NEW

+$1.3M

53,757 +4%

增持

CAT CATERPILLAR INC

+$1.2M

19,913 +5%

增持

AMGN AMGEN INC

+$1.1M

33,381 +7%

增持

— BLACKROCK INC

+$1.0M

11,314 +9%

增持

HYG ISHARES TR

+$990.5K

14,123 +412%

减持

GLD SPDR GOLD TR

-$988.4K

7,529 -39%

减持

MSFT MICROSOFT CORP

+$983.6K

83,804 -1%

增持

CSCO CISCO SYS INC

+$904.5K

101,548 +5%

增持

VO VANGUARD INDEX FDS

+$865.9K

29,984 +7%

减持

NIC NICOLET BANKSHARES INC

-$842.9K

12,578 -56%

增持

BX BLACKSTONE GROUP INC

+$797.0K

27,414 +43%

增持

ABT ABBOTT LABS

+$793.4K

62,273 +2%

增持

VZ VERIZON COMMUNICATIONS INC

+$760.4K

122,653 +13%

增持

BAC BK OF AMERICA CORP

+$744.5K

85,607 +1%

减持

— EXXON MOBIL CORP

+$709.7K

52,677 -3%

增持

MCD MCDONALDS CORP

+$663.0K

46,438 +2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$648.1K

28,700 -0%

增持

NSC NORFOLK SOUTHN CORP

+$644.2K

12,509 +9%

增持

T AT&T INC

+$612.1K

149,283 +10%

增持

ROP ROPER TECHNOLOGIES INC

+$600.2K

3,817 +75%

增持

AMT AMERICAN TOWER CORP NEW

+$590.1K

4,793 +94%

减持

RSP INVESCO EXCHANGE TRADED FD T

+$585.5K

46,715 -1%

增持

GPC GENUINE PARTS CO

+$581.8K

38,331 +0%

增持

AMAT APPLIED MATLS INC

+$539.6K

9,630 +11%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$513.2K

43,275 +25%

减持

MMM 3M CO

+$509.6K

30,790 -1%

增持

UNH UNITEDHEALTH GROUP INC

+$509.4K

18,732 +2%

减持

QCOM QUALCOMM INC

-$505.6K

19,531 -4%

增持

EEM ISHARES TR

+$497.3K

27,782 +46%

增持

LMT LOCKHEED MARTIN CORP

+$477.0K

8,429 +13%

减持

EMR EMERSON ELEC CO

+$466.5K

49,338 -0%

增持

— ACCENTURE PLC IRELAND

+$457.6K

9,738 +14%

减持

NEE NEXTERA ENERGY INC

-$427.4K

248,031 -0%

增持

KMB KIMBERLY-CLARK CORP

+$425.5K

19,794 +15%

增持

NVDA NVIDIA CORPORATION

+$402.6K

10,905 +5%

减持

LPLA LPL FINL HLDGS INC

+$401.0K

11,707 -3%

增持

PRU PRUDENTIAL FINL INC

+$400.0K

9,228 +63%

减持

JNJ JOHNSON & JOHNSON

+$376.7K

74,192 -1%

增持

PAYX PAYCHEX INC

+$371.8K

26,541 +11%

减持

BA BOEING CO

+$371.5K

9,899 -1%

减持

MO ALTRIA GROUP INC

+$369.4K

44,240 -4%

增持

QQQ INVESCO QQQ TR

+$359.2K

19,719 +4%

增持

CMI CUMMINS INC

+$355.7K

8,274 +5%

建仓

SPYV SPDR SER TR

+$355.3K

9,375

增持

SCHW SCHWAB CHARLES CORP

+$333.9K

17,792 +14%

增持

SBUX STARBUCKS CORP

+$324.6K

18,406 +17%

增持

ZTS ZOETIS INC

+$324.4K

13,354 +24%

增持

QCLN FIRST TR EXCHANGE-TRADED FD

+$320.2K

4,879 +2257%

增持

RQI COHEN & STEERS QUALITY INCOM

+$314.0K

125,819 +9%

增持

WEC WEC ENERGY GROUP INC

+$306.4K

20,846 +17%

减持

LLY LILLY ELI & CO

+$299.1K

24,561 -3%

减持

AMP AMERIPRISE FINL INC

-$298.8K

452 -78%

增持

GLW CORNING INC

+$296.2K

24,278 +15%

增持

XLF SELECT SECTOR SPDR TR

+$293.9K

25,221 +32%

增持

LOW LOWES COS INC

+$292.1K

4,889 +23%

减持

DE DEERE & CO

+$278.0K

3,393 -8%

增持

NOBL PROSHARES TR

+$272.9K

37,773 +1%

增持

IWR ISHARES TR

+$256.8K

7,884 +66%

增持

GNRC GENERAC HLDGS INC

+$251.0K

779 +4228%

减持

GOOG ALPHABET INC

+$250.6K

946 -3%

减持

BAX BAXTER INTL INC

-$249.7K

1,715 -65%

减持

UNP UNION PAC CORP

+$249.5K

24,803 -1%

增持

WFC WELLS FARGO CO NEW

+$243.4K

10,149 +100%

增持

ED CONSOLIDATED EDISON INC

+$238.8K

30,759 +8%

增持

HDV ISHARES TR

+$237.1K

8,134 +33%

增持

DIS DISNEY WALT CO

+$236.3K

50,903 +1%

减持

KO COCA COLA CO

-$235.1K

79,755 -1%

增持

TFC TRUIST FINL CORP

+$228.0K

15,627 +10%

建仓

SPEM SPDR INDEX SHS FDS

+$225.0K

5,140

增持

DIA SPDR DOW JONES INDL AVERAGE

+$223.3K

8,969 +0%

增持

NKE NIKE INC

+$212.5K

7,191 +37%

增持

TDOC TELADOC HEALTH INC

+$210.7K

2,287 +123%

增持

DVY ISHARES TR

+$205.2K

10,982 +1%

减持

PH PARKER-HANNIFIN CORP

+$203.8K

5,402 -2%

增持

PFE PFIZER INC

+$202.2K

82,044 +9%

增持

— LINDE PLC

+$202.0K

3,716 +17%

增持

DUK DUKE ENERGY CORP NEW

+$194.9K

24,987 +3%

减持

IEF ISHARES TR

-$189.4K

899 -63%

增持

— AON PLC

+$189.2K

7,686 +3%

增持

V VISA INC

-$187.3K

31,670 +0%

增持

MS MORGAN STANLEY

+$186.4K

13,467 +7%

减持

VLO VALERO ENERGY CORP

+$185.6K

14,477 -4%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$180.8K

12,529 -13%

增持

AZO AUTOZONE INC

+$179.5K

273 +59%

增持

VBK VANGUARD INDEX FDS

+$179.0K

1,062 +152%

增持

— UNILEVER PLC

+$174.1K

10,073 +57%

增持

VOO VANGUARD INDEX FDS

+$173.3K

689 +205%

增持

MUB ISHARES TR

+$171.0K

19,503 +9%

增持

CVS CVS HEALTH CORP

+$169.7K

9,325 +20%

增持

NOC NORTHROP GRUMMAN CORP

+$168.4K

1,943 +29%

增持

CMCSA COMCAST CORP NEW

+$167.1K

28,940 +8%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$164.3K

6,767 +7%

增持

ITW ILLINOIS TOOL WKS INC

+$161.0K

8,780 +0%

减持

GD GENERAL DYNAMICS CORP

+$158.7K

4,960 -1%

增持

VUG VANGUARD INDEX FDS

+$157.5K

3,737 +18%

增持

BIV VANGUARD BD INDEX FDS

+$154.6K

2,807 +176%

增持

WMT WALMART INC

-$154.5K

43,385 +3%

增持

ALB ALBEMARLE CORP

+$153.1K

2,104 +101%

增持

PNC PNC FINL SVCS GROUP INC

+$152.7K

3,966 +9%

增持

COST COSTCO WHSL CORP NEW

+$147.8K

8,510 +12%

清仓

— ISHARES U S ETF TR

-$145.6K

0 -100%

增持

ECL ECOLAB INC

+$144.3K

12,079 +7%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$144.1K

20,739 -0%

增持

XLE SELECT SECTOR SPDR TR

+$144.1K

3,115 +1254%

增持

WM WASTE MGMT INC DEL

+$143.5K

1,841 +131%

减持

IYH ISHARES TR

-$139.4K

1,059 -36%

减持

RTX RAYTHEON TECHNOLOGIES CORP

+$139.4K

46,184 -4%

增持

SPYG SPDR SER TR

+$134.0K

8,380 +37%

增持

IWM ISHARES TR

+$133.2K

4,016 +4%

增持

MRK MERCK & CO. INC

+$130.6K

48,014 +10%

减持

TROW PRICE T ROWE GROUP INC

+$129.8K

8,297 -3%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$122.9K

63 -93%

增持

IHI ISHARES TR

+$118.9K

3,015 +13%

清仓

— COOPER COS INC

-$118.1K

0 -100%

减持

NVS NOVARTIS AG

-$113.9K

6,422 -9%

增持

PSX PHILLIPS 66

+$113.7K

9,015 +1%

清仓

ALGN ALIGN TECHNOLOGY INC

-$112.2K

0 -100%

减持

VBR VANGUARD INDEX FDS

+$110.8K

4,917 -1%

增持

UPS UNITED PARCEL SERVICE INC

+$110.2K

5,356 +13%

建仓

QEFA SPDR INDEX SHS FDS

+$110.1K

1,527

建仓

VOE VANGUARD INDEX FDS

+$105.2K

780

减持

TLT ISHARES TR

-$105.1K

666 -46%

增持

D DOMINION ENERGY INC

+$105.0K

17,134 +8%

减持

BND VANGUARD BD INDEX FDS

-$104.3K

15,284 -4%

减持

MCHP MICROCHIP TECHNOLOGY INC.

+$103.3K

6,117 -0%

减持

EW EDWARDS LIFESCIENCES CORP

-$102.6K

1,800 -35%

增持

HCA HCA HEALTHCARE INC

+$99.5K

1,005 +84%

减持

COP CONOCOPHILLIPS

+$96.8K

11,569 -10%

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$94.2K

5,118 +1%

建仓

TMUS T-MOBILE US INC

+$92.5K

738

增持

SNY SANOFI

+$92.0K

5,410 +50%

增持

SJNK SPDR SER TR

+$89.4K

121,094 +1%

增持

FBIN FORTUNE BRANDS HOME & SEC IN

+$88.9K

1,166 +338%

减持

XLK SELECT SECTOR SPDR TR

-$87.7K

13,130 -7%

增持

MA MASTERCARD INCORPORATED

+$87.5K

26,814 +1%

增持

GS GOLDMAN SACHS GROUP INC

+$86.5K

654 +35%