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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

21Q3 调仓2021-06-30 → 2021-09-30 · 共 150 项建仓 2增持 94减持 51清仓 3

方向

标的

Δ市值

现股数(环比)

增持

IGSB ISHARES TR

+$4.6M

758,980 +13%

增持

IGIB ISHARES TR

+$2.5M

244,789 +21%

增持

HD HOME DEPOT INC

+$2.2M

64,376 +8%

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

AGG ISHARES TR

+$2.0M

116,493 +18%

增持

AAPL APPLE INC

+$1.9M

266,603 +2%

增持

GOOGL ALPHABET INC

+$1.9M

7,698 +1%

增持

MSFT MICROSOFT CORP

+$1.7M

84,605 +4%

减持

FLOT ISHARES TR

-$1.4M

111,336 -20%

增持

NVDA NVIDIA CORPORATION

+$1.3M

45,736 +349%

增持

PFE PFIZER INC

+$1.2M

110,505 +23%

增持

BX BLACKSTONE INC

+$1.1M

36,874 +13%

增持

CRM SALESFORCE COM INC

+$923.1K

22,751 +6%

增持

NVG NUVEEN AMT FREE MUN CR INC F

+$891.4K

110,706 +96%

增持

COST COSTCO WHSL CORP NEW

+$879.2K

10,025 +9%

增持

TLT ISHARES TR

+$802.4K

6,236 +822%

增持

JPM JPMORGAN CHASE & CO

+$789.4K

71,481 +2%

增持

AMGN AMGEN INC

-$729.0K

33,558 +4%

增持

— ACCENTURE PLC IRELAND

+$621.8K

12,310 +9%

增持

QQQ INVESCO QQQ TR

+$612.2K

22,611 +7%

增持

AMZN AMAZON COM INC

-$606.4K

7,369 +2%

增持

AMT AMERICAN TOWER CORP NEW

+$591.0K

9,770 +32%

减持

NEE NEXTERA ENERGY INC

+$590.8K

236,842 -4%

增持

PG PROCTER AND GAMBLE CO

+$590.8K

71,505 +3%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$581.9K

50,197 -6%

减持

GLD SPDR GOLD TR

-$574.9K

2,366 -59%

增持

XLE SELECT SECTOR SPDR TR

+$574.4K

11,435 +2795%

增持

ALB ALBEMARLE CORP

+$538.6K

4,606 +65%

减持

LMT LOCKHEED MARTIN CORP

-$535.3K

8,089 -8%

减持

T AT&T INC

-$529.8K

138,568 -7%

增持

VO VANGUARD INDEX FDS

+$523.6K

30,917 +8%

增持

AXP AMERICAN EXPRESS CO

+$498.4K

12,254 +30%

增持

MS MORGAN STANLEY

+$498.2K

17,756 +32%

增持

EMN EASTMAN CHEM CO

+$497.3K

5,400 +1250%

增持

ALL ALLSTATE CORP

+$491.6K

9,650 +71%

增持

UNP UNION PAC CORP

-$482.9K

25,337 +2%

增持

CAT CATERPILLAR INC

-$476.5K

20,163 +1%

减持

NSC NORFOLK SOUTHN CORP

-$422.5K

11,989 -3%

减持

MCD MCDONALDS CORP

+$420.0K

45,950 -0%

增持

ABT ABBOTT LABS

+$418.9K

61,606 +4%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$416.8K

27,189 -1%

增持

SBUX STARBUCKS CORP

+$403.4K

24,986 +19%

减持

APD AIR PRODS & CHEMS INC

-$400.4K

6,888 -8%

增持

PFF ISHARES TR

+$371.8K

50,235 +25%

增持

WM WASTE MGMT INC DEL

+$368.2K

5,030 +84%

增持

MA MASTERCARD INCORPORATED

-$365.3K

25,071 +1%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$364.4K

42,418 -10%

增持

CSCO CISCO SYS INC

+$364.0K

104,009 +4%

增持

BAC BK OF AMERICA CORP

+$356.9K

88,802 +7%

增持

PRU PRUDENTIAL FINL INC

+$339.0K

13,922 +27%

增持

SPYG SPDR SER TR

+$337.4K

17,194 +42%

建仓

GE GENERAL ELECTRIC CO

+$335.2K

3,253

增持

PANW PALO ALTO NETWORKS INC

+$322.6K

1,411 +48%

减持

HON HONEYWELL INTL INC

-$313.4K

39,089 -0%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$304.1K

64,844 +12%

增持

IJR ISHARES TR

+$304.0K

83,617 +7%

减持

WU WESTERN UN CO

-$301.9K

50,140 -12%

增持

XLY SELECT SECTOR SPDR TR

+$300.3K

3,926 +73%

增持

XLK SELECT SECTOR SPDR TR

+$298.4K

14,939 +14%

清仓

— GENERAL ELECTRIC CO

-$296.6K

0 -100%

增持

ZTS ZOETIS INC

+$273.7K

13,786 +7%

增持

ROP ROPER TECHNOLOGIES INC

+$258.2K

5,173 +19%

减持

MO ALTRIA GROUP INC

-$249.1K

38,399 -8%

增持

PEP PEPSICO INC

+$245.3K

38,207 +3%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$243.9K

21,087 -3%

减持

KMB KIMBERLY-CLARK CORP

-$241.3K

20,570 -7%

减持

GPC GENUINE PARTS CO

-$240.3K

35,938 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$223.6K

26,368 -1%

减持

KO COCA COLA CO

-$220.8K

78,473 -2%

增持

TMUS T-MOBILE US INC

+$214.4K

3,483 +119%

清仓

IYE ISHARES TR

-$213.8K

0 -100%

增持

IWR ISHARES TR

+$211.1K

8,583 +48%

增持

BDX BECTON DICKINSON & CO

+$210.4K

6,404 +14%

增持

GLW CORNING INC

+$208.1K

36,063 +33%

增持

JNJ JOHNSON & JOHNSON

+$207.8K

76,309 +4%

增持

PAYX PAYCHEX INC

+$204.8K

27,466 +2%

减持

BA BOEING CO

-$203.6K

10,292 -0%

减持

MNST MONSTER BEVERAGE CORP NEW

-$200.5K

2,805 -43%

增持

LULU LULULEMON ATHLETICA INC

+$200.1K

1,453 +37%

减持

CL COLGATE PALMOLIVE CO

-$199.1K

16,186 -7%

减持

TROW PRICE T ROWE GROUP INC

-$197.6K

7,153 -12%

减持

PM PHILIP MORRIS INTL INC

-$195.4K

36,217 -1%

减持

EMR EMERSON ELEC CO

-$194.0K

44,818 -2%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$193.2K

51,505 +3%

增持

QCOM QUALCOMM INC

-$192.2K

18,201 +2%

增持

VZ VERIZON COMMUNICATIONS INC

+$185.0K

135,951 +6%

增持

CSX CSX CORP

+$184.8K

9,705 +200%

增持

MRK MERCK & CO INC

+$180.0K

54,667 +8%

增持

CLX CLOROX CO DEL

+$175.9K

6,746 +29%

清仓

KRE SPDR SER TR

-$172.0K

0 -100%

减持

PH PARKER-HANNIFIN CORP

-$165.3K

5,175 -1%

减持

D DOMINION ENERGY INC

-$158.4K

15,867 -11%

减持

— AON PLC

+$157.3K

6,826 -9%

减持

LPLA LPL FINL HLDGS INC

+$155.8K

10,767 -5%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$155.2K

5,252 +7%

增持

AMD ADVANCED MICRO DEVICES INC

+$153.5K

4,152 +42%

减持

FLRN SPDR SER TR

-$153.5K

81,850 -6%

减持

TJX TJX COS INC NEW

-$152.0K

17,985 -9%

增持

V VISA INC

-$148.5K

33,418 +3%

增持

— BLACKROCK INC

-$146.8K

11,536 +3%

减持

PPG PPG INDS INC

-$146.5K

4,790 -2%

减持

RSG REPUBLIC SVCS INC

-$145.5K

300 -82%

增持

GNRC GENERAC HLDGS INC

+$144.5K

1,729 +28%

增持

EOG EOG RES INC

+$144.0K

3,275 +130%

减持

VFC V F CORP

-$138.9K

17 -99%

增持

— EXXON MOBIL CORP

+$138.8K

59,037 +12%

增持

SPY SPDR S&P 500 ETF TR

+$135.0K

76,675 +0%

减持

GOOG ALPHABET INC

+$132.3K

927 -1%

增持

ITW ILLINOIS TOOL WKS INC

-$131.3K

8,969 +1%

减持

MPC MARATHON PETE CORP

-$129.5K

3,646 -38%

增持

HSY HERSHEY CO

+$128.0K

3,535 +31%

减持

ORCL ORACLE CORP

+$124.9K

15,560 -2%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$124.7K

7,305 +9%

增持

WFC WELLS FARGO CO NEW

+$122.4K

12,297 +24%

增持

WMT WALMART INC

+$121.4K

44,531 +3%

建仓

VTR VENTAS INC

+$117.0K

2,120

减持

TDOC TELADOC HEALTH INC

-$116.6K

1,854 -12%

减持

EEM ISHARES TR

-$112.5K

16,072 -4%

增持

ECL ECOLAB INC

+$105.7K

11,665 +3%

增持

STZ CONSTELLATION BRANDS INC

-$103.4K

4,677 +0%

增持

MUB ISHARES TR

+$99.8K

22,250 +5%

减持

— LINDE PLC

-$99.7K

3,465 -10%

增持

COP CONOCOPHILLIPS

+$97.8K

11,138 +3%

增持

XCHYX CALAMOS CONV & HIGH INCOME F

+$93.1K

7,000 +600%

减持

EQR EQUITY RESIDENTIAL

-$91.6K

200 -86%

增持

CVS CVS HEALTH CORP

+$91.6K

10,511 +10%

增持

UNH UNITEDHEALTH GROUP INC

+$90.6K

19,679 +4%

减持

BIIB BIOGEN INC

-$89.5K

1,058 -6%

减持

NOBL PROSHARES TR

-$89.0K

41,313 -0%

增持

PEY INVESCO EXCHANGE TRADED FD T

+$88.2K

5,580 +417%

增持

CMI CUMMINS INC

-$87.1K

7,740 +3%

减持

SJNK SPDR SER TR

-$86.4K

118,995 -2%

减持

ARKK ARK ETF TR

-$85.5K

345 -63%

增持

UPS UNITED PARCEL SERVICE INC

+$84.7K

7,418 +22%

增持

AMAT APPLIED MATLS INC

-$84.6K

9,741 +4%

增持

CARR CARRIER GLOBAL CORPORATION

+$84.1K

19,783 +2%

增持

TSLA TESLA INC

+$83.4K

679 +4%

减持

PYPL PAYPAL HLDGS INC

-$83.3K

1,034 -14%

增持

SHOP SHOPIFY INC

+$80.0K

156 +73%

减持

MDLZ MONDELEZ INTL INC

-$80.0K

14,792 -2%

减持

TIP ISHARES TR

-$79.2K

19,926 -3%

减持

FDX FEDEX CORP

-$77.2K

713 -9%

增持

NUE NUCOR CORP

+$77.0K

5,638 +13%

增持

EFA ISHARES TR

+$76.5K

8,683 +14%

减持

IDXX IDEXX LABS INC

-$76.4K

60 -67%

增持

CVX CHEVRON CORP NEW

+$75.8K

57,700 +5%

增持

AZO AUTOZONE INC

+$73.3K

298 +3%

增持

WPC WP CAREY INC

+$72.8K

1,150 +667%

增持

DLR DIGITAL RLTY TR INC

+$71.0K

978 +109%

增持

OKE ONEOK INC NEW

+$70.5K

1,600 +300%

减持

NVS NOVARTIS AG

-$69.3K

6,061 -2%