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数据来源:SEC及其他第三方非公开数据库

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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 150 项建仓 3增持 90减持 57

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

+$9.0M

263,195 -1%

减持

HD HOME DEPOT INC

+$5.4M

63,900 -1%

增持

MSFT MICROSOFT CORP

+$4.6M

84,700 +0%

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

NVDA NVIDIA CORPORATION

+$4.2M

46,327 +1%

增持

VTIP VANGUARD MALVERN FDS

+$3.5M

80,770 +535%

减持

FLOT ISHARES TR

-$3.2M

48,238 -57%

减持

NEE NEXTERA ENERGY INC

+$3.0M

231,640 -2%

减持

SPY SPDR S&P 500 ETF TR

+$2.6M

74,845 -2%

增持

UNH UNITEDHEALTH GROUP INC

+$2.3M

19,903 +1%

减持

PFE PFIZER INC

+$1.7M

110,088 -0%

增持

GOOGL ALPHABET INC

+$1.7M

7,699 +0%

减持

PG PROCTER AND GAMBLE CO

+$1.5M

70,578 -1%

增持

IGIB ISHARES TR

+$1.5M

274,119 +12%

减持

T AT&T INC

-$1.5M

90,301 -35%

增持

— ACCENTURE PLC IRELAND

+$1.5M

13,016 +6%

增持

COST COSTCO WHSL CORP NEW

+$1.4M

10,467 +4%

增持

UNP UNION PAC CORP

+$1.4M

25,406 +0%

减持

ABT ABBOTT LABS

+$1.3M

61,280 -1%

减持

MCD MCDONALDS CORP

+$1.2M

45,847 -0%

增持

QQQ INVESCO QQQ TR

+$1.1M

23,195 +3%

增持

QCOM QUALCOMM INC

+$1.1M

18,986 +4%

增持

AGG ISHARES TR

+$1.1M

126,536 +9%

增持

CVX CHEVRON CORP NEW

+$1.0M

58,470 +1%

增持

— BLACKROCK INC

+$984.2K

11,642 +1%

增持

NSC NORFOLK SOUTHN CORP

+$937.6K

12,784 +7%

减持

ABBV ABBVIE INC

+$932.9K

34,797 -1%

增持

ZTS ZOETIS INC

+$928.6K

14,773 +7%

减持

LLY LILLY ELI & CO

+$924.4K

23,673 -3%

增持

PEP PEPSICO INC

+$907.2K

38,305 +0%

增持

IGSB ISHARES TR

+$864.8K

785,737 +4%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$818.3K

26,837 -1%

减持

CSCO CISCO SYS INC

+$810.9K

102,132 -2%

增持

PAYX PAYCHEX INC

+$754.3K

28,153 +3%

增持

VO VANGUARD INDEX FDS

+$754.3K

31,692 +3%

增持

DIS DISNEY WALT CO

-$722.1K

53,255 +0%

增持

IJR ISHARES TR

+$689.8K

85,756 +3%

减持

GPC GENUINE PARTS CO

+$664.9K

35,818 -0%

增持

BX BLACKSTONE INC

+$655.9K

38,224 +4%

减持

JPM JPMORGAN CHASE & CO

-$655.0K

69,755 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$585.5K

26,028 -1%

减持

JNJ JOHNSON & JOHNSON

+$573.4K

75,392 -1%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$565.3K

17,689 -16%

建仓

UPRO PROSHARES TR

+$556.8K

3,650

减持

RSP INVESCO EXCHANGE TRADED FD T

+$554.6K

50,821 -1%

建仓

CIBR FIRST TR EXCHANGE TRADED FD

+$485.3K

9,193

增持

RQI COHEN & STEERS QUALITY INCOM

+$477.2K

132,322 +2%

减持

INTC INTEL CORP

-$440.5K

111,029 -4%

增持

AMT AMERICAN TOWER CORP NEW

+$409.5K

10,265 +5%

增持

AVGO BROADCOM INC

+$396.1K

2,176 +0%

增持

AMZN AMAZON COM INC

+$390.0K

7,377 +0%

增持

AMAT APPLIED MATLS INC

+$382.1K

10,397 +7%

增持

ITW ILLINOIS TOOL WKS INC

+$377.6K

9,039 +1%

增持

BAC BK OF AMERICA CORP

+$371.8K

93,088 +5%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$365.3K

7,404 +1%

减持

XLK SELECT SECTOR SPDR TR

+$364.1K

14,924 -0%

增持

CAT CATERPILLAR INC

+$351.6K

20,423 +1%

减持

VZ VERIZON COMMUNICATIONS INC

-$347.9K

134,619 -1%

增持

NVG NUVEEN AMT FREE MUN CR INC F

+$336.8K

124,675 +13%

减持

ED CONSOLIDATED EDISON INC

+$328.5K

28,075 -1%

减持

NOBL PROSHARES TR

+$325.9K

40,572 -2%

增持

ROP ROPER TECHNOLOGIES INC

+$319.2K

5,341 +3%

增持

ECL ECOLAB INC

+$303.6K

11,668 +0%

减持

WU WESTERN UN CO

-$300.3K

39,998 -20%

减持

AMGN AMGEN INC

+$294.0K

33,027 -2%

增持

AMD ADVANCED MICRO DEVICES INC

+$274.6K

4,877 +17%

增持

PANW PALO ALTO NETWORKS INC

+$274.0K

1,706 +21%

增持

UPS UNITED PARCEL SERVICE INC

+$260.2K

7,516 +1%

增持

ALB ALBEMARLE CORP

+$258.0K

5,418 +18%

增持

TJX TJX COS INC NEW

+$249.2K

18,913 +5%

减持

HON HONEYWELL INTL INC

-$247.2K

38,610 -1%

增持

CRM SALESFORCE COM INC

-$242.9K

23,325 +3%

增持

DIA SPDR DOW JONES INDL AVERAGE

+$239.5K

9,164 +0%

增持

STZ CONSTELLATION BRANDS INC

+$232.8K

4,854 +4%

减持

FLRN SPDR SER TR

-$230.7K

74,496 -9%

增持

NKE NIKE INC

+$228.4K

9,089 +3%

增持

— LINDE PLC

+$227.5K

3,591 +4%

增持

CVS CVS HEALTH CORP

+$224.8K

10,826 +3%

增持

PRU PRUDENTIAL FINL INC

+$221.2K

15,575 +12%

减持

WMT WALMART INC

+$220.8K

44,423 -0%

减持

LOW LOWES COS INC

+$220.2K

4,689 -4%

减持

KO COCA COLA CO

+$219.1K

73,241 -7%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$218.3K

12,588 -1%

增持

GOOG ALPHABET INC

+$214.5K

928 +0%

增持

TSLA TESLA INC

+$212.1K

699 +3%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$210.0K

2,075 -55%

增持

SBUX STARBUCKS CORP

+$206.2K

25,326 +1%

增持

MUB ISHARES TR

+$205.9K

24,000 +8%

增持

D DOMINION ENERGY INC

+$199.1K

17,283 +9%

增持

TIP ISHARES TR

+$197.5K

21,222 +7%

减持

DUK DUKE ENERGY CORP NEW

+$190.6K

26,440 -0%

增持

SCHW SCHWAB CHARLES CORP

+$190.3K

15,332 +2%

减持

— OSI ETF TR

+$190.1K

42,785 -1%

增持

BA BOEING CO

-$187.2K

10,314 +0%

增持

DVY ISHARES TR

+$179.2K

12,047 +7%

增持

SHW SHERWIN WILLIAMS CO

+$178.3K

2,415 +0%

增持

ICE INTERCONTINENTAL EXCHANGE IN

+$174.7K

6,562 +4%

减持

PH PARKER-HANNIFIN CORP

+$171.9K

5,089 -2%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$161.3K

67,280 +4%

增持

PFF ISHARES TR

+$159.1K

53,479 +6%

增持

MDLZ MONDELEZ INTL INC

+$158.9K

15,375 +4%

增持

AZO AUTOZONE INC

+$158.6K

317 +6%

减持

FIS FIDELITY NATL INFORMATION SV

-$154.7K

1,380 -45%

减持

MA MASTERCARD INCORPORATED

+$152.4K

24,683 -2%

增持

SHOP SHOPIFY INC

+$152.1K

264 +69%

增持

PPG PPG INDS INC

+$151.5K

4,851 +1%

减持

CL COLGATE PALMOLIVE CO

+$150.6K

16,100 -1%

增持

CMCSA COMCAST CORP NEW

-$147.7K

26,916 +0%

减持

HYD VANECK ETF TRUST

-$137.9K

18,738 -10%

增持

HYMB SPDR SER TR

+$136.7K

15,170 +17%

减持

— UNILEVER PLC

-$133.4K

10,149 -19%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$129.1K

55,041 -3%

减持

TDOC TELADOC HEALTH INC

-$127.8K

1,169 -37%

增持

NOC NORTHROP GRUMMAN CORP

+$120.2K

2,365 +7%

增持

SJNK SPDR SER TR

+$120.0K

124,466 +5%

增持

MO ALTRIA GROUP INC

+$116.7K

39,346 +2%

增持

FBIN FORTUNE BRANDS HOME & SEC IN

+$115.0K

1,976 +84%

增持

— MEDTRONIC PLC

-$113.5K

5,567 +1%

增持

NUE NUCOR CORP

+$110.4K

5,832 +3%

减持

SPYG SPDR SER TR

+$109.9K

16,706 -3%

增持

WM WASTE MGMT INC DEL

+$109.6K

5,158 +3%

建仓

— BLACKROCK MUN INCOME QUALITY

+$109.3K

7,000

减持

IVV ISHARES TR

+$105.9K

5,094 -6%

增持

FAST FASTENAL CO

+$105.7K

7,152 +5%

增持

PEG PUBLIC SVC ENTERPRISE GRP IN

+$105.3K

13,108 +4%

增持

MS MORGAN STANLEY

+$104.9K

18,671 +5%

减持

DEO DIAGEO PLC

+$102.7K

5,163 -4%

增持

XLY SELECT SECTOR SPDR TR

+$101.8K

3,944 +0%

减持

BMY BRISTOL-MYERS SQUIBB CO

+$100.4K

49,247 -2%

增持

V VISA INC

-$100.0K

33,888 +1%

减持

PYPL PAYPAL HLDGS INC

-$97.6K

909 -12%

增持

XLC SELECT SECTOR SPDR TR

+$96.6K

5,955 +30%

减持

KMB KIMBERLY-CLARK CORP

+$95.2K

19,728 -4%

减持

WEC WEC ENERGY GROUP INC

+$90.2K

21,555 -5%

增持

GNRC GENERAC HLDGS INC

-$82.6K

1,773 +3%

增持

XNEAX NUVEEN AMT FREE QLTY MUN INC

+$80.9K

16,590 +42%

增持

— VMWARE INC

-$78.8K

3,041 +5%

减持

MRK MERCK & CO INC

+$78.8K

54,604 -0%

增持

CARR CARRIER GLOBAL CORPORATION

+$76.8K

20,294 +3%

减持

TXN TEXAS INSTRS INC

-$74.8K

1,653 -18%

减持

MMM 3M CO

-$73.1K

34,235 -2%

增持

AB ALLIANCEBERNSTEIN HLDG L P

+$72.1K

3,028 +98%

减持

VTI VANGUARD INDEX FDS

+$72.1K

4,293 -1%

增持

SPYV SPDR SER TR

+$67.9K

12,883 +6%

增持

DHR DANAHER CORPORATION

+$66.9K

2,625 +0%

增持

EXC EXELON CORP

+$66.2K

3,404 +26%

减持

EMR EMERSON ELEC CO

-$62.4K

44,740 -0%

增持

FDX FEDEX CORP

+$62.2K

845 +19%

增持

COP CONOCOPHILLIPS

+$61.8K

11,314 +2%

减持

MRSH MARSH & MCLENNAN COS INC

+$61.7K

3,636 -3%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$61.7K

5,441 +4%