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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
21Q2 调仓
2021-03-31 → 2021-06-30 · 共 150 项
建仓 6
增持 82
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IGSB
ISHARES TR
+$5.4M
672,428
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$3.8M
76,553
+5%
减持
AAPL
APPLE INC
+$3.0M
261,394
-3%
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
+$2.4M
81,714
-2%
减持
GOOGL
ALPHABET INC
+$2.3M
7,652
-3%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
10,189
-7%
增持
IGIB
ISHARES TR
+$2.3M
202,414
+20%
增持
AGG
ISHARES TR
+$2.1M
98,391
+21%
减持
FLOT
ISHARES TR
-$2.0M
138,901
-22%
减持
AMZN
AMAZON COM INC
+$1.9M
7,213
-3%
减持
—
BLACKROCK INC
+$1.3M
11,225
-1%
增持
QQQ
INVESCO QQQ TR
+$1.2M
21,109
+7%
增持
BX
BLACKSTONE GROUP INC
+$1.1M
32,697
+19%
减持
FLRN
SPDR SER TR
-$992.0K
86,885
-27%
减持
INTC
INTEL CORP
-$969.6K
109,391
-2%
减持
LLY
LILLY ELI & CO
+$968.0K
24,209
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$905.6K
49,912
+7%
增持
V
VISA INC
+$886.9K
32,471
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$856.2K
7,411
+55%
减持
NEE
NEXTERA ENERGY INC
-$747.6K
245,715
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$629.1K
18,976
+1%
增持
—
ACCENTURE PLC IRELAND
+$626.3K
11,250
+16%
增持
COST
COSTCO WHSL CORP NEW
+$625.9K
9,163
+8%
减持
CRM
SALESFORCE COM INC
+$610.6K
21,482
-2%
减持
ABT
ABBOTT LABS
-$604.1K
59,162
-5%
减持
EEM
ISHARES TR
-$559.7K
16,722
-40%
增持
PFE
PFIZER INC
+$537.3K
89,625
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$536.8K
51,358
+19%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$525.7K
35,179
+779%
增持
ROP
ROPER TECHNOLOGIES INC
+$510.1K
4,359
+14%
减持
HD
HOME DEPOT INC
+$506.1K
59,414
-2%
清仓
—
BLACKROCK MUNIENHANCED FD IN
-$498.2K
0
-100%
增持
NOBL
PROSHARES TR
+$488.2K
41,338
+9%
减持
DIS
DISNEY WALT CO
-$475.5K
50,732
-0%
减持
MA
MASTERCARD INCORPORATED
-$465.1K
24,876
-7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$442.0K
47,013
+2%
减持
AMGN
AMGEN INC
-$440.4K
32,267
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$435.5K
4,898
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$409.8K
21,649
+4%
增持
—
EXXON MOBIL CORP
+$392.8K
52,850
+0%
减持
GOOG
ALPHABET INC
+$381.5K
933
-1%
增持
PM
PHILIP MORRIS INTL INC
+$381.0K
36,610
+0%
增持
JPM
JPMORGAN CHASE & CO
+$380.0K
70,151
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$355.7K
6,088
+14%
增持
SBUX
STARBUCKS CORP
+$341.6K
21,043
+14%
增持
NKE
NIKE INC
+$323.3K
8,278
+15%
减持
CMI
CUMMINS INC
-$318.7K
7,486
-10%
增持
GNRC
GENERAC HLDGS INC
+$307.0K
1,354
+74%
减持
ZTS
ZOETIS INC
+$299.8K
12,893
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$292.5K
27,477
-1%
增持
SPYG
SPDR SER TR
+$290.8K
12,123
+45%
增持
PRU
PRUDENTIAL FINL INC
+$285.0K
10,985
+19%
增持
PPG
PPG INDS INC
+$282.8K
4,898
+34%
增持
PAYX
PAYCHEX INC
+$282.2K
26,876
+1%
增持
SYK
STRYKER CORPORATION
+$281.5K
11,655
+3%
增持
HSY
HERSHEY CO
+$280.5K
2,700
+125%
增持
IHI
ISHARES TR
+$273.7K
3,517
+17%
增持
CAT
CATERPILLAR INC
-$270.1K
19,975
+0%
减持
MO
ALTRIA GROUP INC
-$266.3K
41,884
-5%
减持
ECL
ECOLAB INC
-$257.9K
11,302
-6%
减持
MCD
MCDONALDS CORP
+$250.4K
46,145
-1%
减持
T
AT&T INC
-$246.3K
148,455
-1%
减持
GLD
SPDR GOLD TR
-$240.9K
5,817
-23%
增持
PFF
ISHARES TR
+$240.3K
40,113
+15%
减持
ED
CONSOLIDATED EDISON INC
-$236.2K
28,787
-6%
增持
XLY
SELECT SECTOR SPDR TR
+$235.3K
2,264
+125%
增持
MMM
3M CO
+$228.1K
31,016
+1%
增持
MRK
MERCK & CO INC
+$224.7K
50,483
+5%
增持
MUB
ISHARES TR
+$221.7K
21,203
+9%
减持
AXP
AMERICAN EXPRESS CO
+$214.6K
9,408
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$213.8K
19,339
+12%
建仓
IYE
ISHARES TR
+$213.8K
7,350
增持
KMB
KIMBERLY-CLARK CORP
+$213.3K
22,168
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$212.3K
8,793
+4%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$212.2K
124,990
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$208.8K
4,594
+121%
减持
WU
WESTERN UN CO
-$207.5K
57,281
-7%
减持
STZ
CONSTELLATION BRANDS INC
-$203.8K
4,655
-18%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$203.3K
4,923
-31%
减持
WMT
WALMART INC
+$192.3K
43,152
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$188.5K
13,086
-0%
增持
TGT
TARGET CORP
+$186.9K
2,696
+15%
减持
MS
MORGAN STANLEY
+$183.8K
13,411
-0%
减持
TROW
PRICE T ROWE GROUP INC
+$180.8K
8,105
-2%
增持
VOO
VANGUARD INDEX FDS
+$178.7K
1,092
+58%
增持
META
FACEBOOK INC
+$173.6K
1,565
+24%
建仓
KRE
SPDR SER TR
+$172.0K
2,625
减持
GPC
GENUINE PARTS CO
+$166.4K
36,349
-5%
增持
ALB
ALBEMARLE CORP
+$162.6K
2,790
+33%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$161.8K
9,054
+1%
减持
VO
VANGUARD INDEX FDS
+$159.6K
28,634
-5%
增持
OTIS
OTIS WORLDWIDE CORP
+$158.0K
8,173
+10%
增持
LULU
LULULEMON ATHLETICA INC
+$154.3K
1,063
+40%
增持
ORCL
ORACLE CORP
+$152.9K
15,812
+3%
减持
PEP
PEPSICO INC
+$152.6K
37,129
-2%
增持
NUE
NUCOR CORP
+$151.1K
4,986
+22%
增持
PG
PROCTER AND GAMBLE CO
+$148.7K
69,707
+2%
减持
PNW
PINNACLE WEST CAP CORP
-$146.5K
1,751
-51%
增持
WM
WASTE MGMT INC DEL
+$145.5K
2,734
+49%
增持
CVX
CHEVRON CORP NEW
+$144.7K
55,164
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$141.2K
2,914
+73%
增持
TMUS
T-MOBILE US INC
+$138.1K
1,592
+116%
增持
MDLZ
MONDELEZ INTL INC
+$137.9K
15,064
+10%
增持
SHW
SHERWIN WILLIAMS CO
+$137.4K
2,403
+243%
增持
NOC
NORTHROP GRUMMAN CORP
+$137.3K
2,108
+8%
减持
BDX
BECTON DICKINSON & CO
-$136.9K
5,608
-9%
增持
PANW
PALO ALTO NETWORKS INC
+$134.6K
952
+40%
增持
KO
COCA COLA CO
+$134.4K
80,175
+1%
减持
LPLA
LPL FINL HLDGS INC
-$132.2K
11,350
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$131.5K
395
-87%
增持
VUG
VANGUARD INDEX FDS
+$127.0K
3,792
+1%
减持
ABBV
ABBVIE INC
+$126.4K
33,679
-1%
增持
SPYV
SPDR SER TR
+$124.4K
12,133
+29%
减持
IWR
ISHARES TR
-$122.6K
5,808
-26%
增持
DUK
DUKE ENERGY CORP NEW
+$122.2K
25,671
+3%
建仓
EOG
EOG RES INC
+$118.9K
1,425
增持
—
UNILEVER PLC
+$117.5K
11,621
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$115.2K
12,649
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$113.7K
53,159
-2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$112.7K
5,600
+13%
清仓
QEFA
SPDR INDEX SHS FDS
-$110.1K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$109.4K
25,545
-12%
减持
DHR
DANAHER CORPORATION
+$108.3K
2,617
-1%
清仓
—
IAC INTERACTIVECORP NEW
-$107.5K
0
-100%
减持
BAC
BK OF AMERICA CORP
+$100.6K
82,773
-3%
增持
SHOP
SHOPIFY INC
+$100.5K
90
+221%
减持
XLF
SELECT SECTOR SPDR TR
-$99.7K
20,689
-18%
增持
CVS
CVS HEALTH CORP
+$98.8K
9,592
+3%
增持
VBR
VANGUARD INDEX FDS
+$97.2K
5,249
+7%
建仓
MZTI
LANCASTER COLONY CORP
+$96.8K
500
增持
ISRG
INTUITIVE SURGICAL INC
+$96.7K
531
+0%
增持
VTI
VANGUARD INDEX FDS
+$95.0K
4,339
+3%
减持
DEO
DIAGEO PLC
+$94.6K
5,407
-6%
建仓
OGN
ORGANON & CO
+$94.5K
3,123
增持
VOE
VANGUARD INDEX FDS
+$93.9K
1,417
+82%
减持
PH
PARKER-HANNIFIN CORP
-$91.6K
5,250
-3%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$90.7K
56,393
+4%
增持
BIIB
BIOGEN INC
+$90.4K
1,123
+5%
减持
GD
GENERAL DYNAMICS CORP
-$88.6K
4,313
-13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$88.5K
26,700
-7%
增持
ABNB
AIRBNB INC
+$88.4K
700
+600%
增持
VTV
VANGUARD INDEX FDS
+$86.1K
1,863
+44%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$85.3K
5,771
-6%
增持
AFL
AFLAC INC
+$84.6K
13,487
+8%
减持
WY
WEYERHAEUSER CO MTN BE
-$81.0K
23,352
-6%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$80.8K
6,004
+23%
减持
JNJ
JOHNSON & JOHNSON
-$77.3K
73,547
-1%
建仓
PPLI
IAC INTERACTIVECORP NEW
+$76.6K
497
增持
—
LINDE PLC
+$75.2K
3,861
+4%
增持
TIP
ISHARES TR
+$73.4K
20,495
+1%
