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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 150 项建仓 3增持 85减持 57清仓 5

方向

标的

Δ市值

现股数(环比)

减持

HD HOME DEPOT INC

-$7.5M

63,649 -0%

减持

IGSB ISHARES TR

-$4.6M

729,397 -7%

增持

CVX CHEVRON CORP NEW

+$3.2M

62,089 +6%

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

-$2.5M

84,403 -0%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$2.4M

7,758 -86%

增持

EMXC ISHARES INC

+$2.3M

40,900 +4717%

减持

SPY SPDR S&P 500 ETF TR

-$1.9M

74,428 -1%

减持

IGIB ISHARES TR

-$1.9M

261,683 -5%

增持

— EXXON MOBIL CORP

+$1.8M

64,020 +11%

增持

— BLACKROCK INC

-$1.7M

11,701 +1%

增持

VTIP VANGUARD MALVERN FDS

+$1.4M

109,027 +35%

增持

NEE NEXTERA ENERGY INC

-$1.4M

238,442 +3%

增持

ABT ABBOTT LABS

-$1.3M

61,834 +1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.1M

25,244 -3%

增持

JPM JPMORGAN CHASE & CO

-$1.1M

72,891 +4%

减持

MMM 3M CO

-$1.1M

33,643 -2%

增持

VTI VANGUARD INDEX FDS

+$1.0M

9,111 +112%

增持

XLK SELECT SECTOR SPDR TR

+$1.0M

22,695 +52%

减持

MCD MCDONALDS CORP

-$954.1K

45,843 -0%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$951.5K

26,387 -2%

减持

GOOGL ALPHABET INC

-$935.2K

7,683 -0%

减持

ABBV ABBVIE INC

+$917.4K

34,723 -0%

增持

DIS DISNEY WALT CO

-$914.0K

53,475 +0%

增持

CRM SALESFORCE COM INC

-$911.1K

23,627 +1%

增持

NVDA NVIDIA CORPORATION

-$884.6K

46,693 +1%

增持

— ACCENTURE PLC IRELAND

-$880.6K

13,389 +3%

减持

AAPL APPLE INC

-$880.0K

262,617 -0%

减持

TLT ISHARES TR

-$825.3K

666 -89%

增持

IVV ISHARES TR

+$812.7K

7,147 +40%

减持

PFE PFIZER INC

-$811.6K

109,892 -0%

增持

CSCO CISCO SYS INC

-$774.3K

102,184 +0%

增持

ZTS ZOETIS INC

-$769.8K

15,034 +2%

增持

XLC SELECT SECTOR SPDR TR

+$713.8K

17,103 +187%

增持

PG PROCTER AND GAMBLE CO

-$712.4K

70,895 +0%

增持

LMT LOCKHEED MARTIN CORP

+$701.6K

8,047 +0%

增持

GLD SPDR GOLD TR

+$680.0K

6,003 +154%

增持

ECL ECOLAB INC

-$674.3K

11,684 +0%

增持

SBUX STARBUCKS CORP

-$642.1K

25,506 +1%

增持

AMGN AMGEN INC

+$640.2K

33,373 +1%

减持

EEM ISHARES TR

-$635.2K

3,046 -81%

增持

ALL ALLSTATE CORP

+$613.5K

12,626 +31%

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$601.3K

5,452 +0%

减持

IJR ISHARES TR

-$584.2K

85,611 -0%

增持

AGG ISHARES TR

-$551.9K

129,630 +2%

减持

XLE SELECT SECTOR SPDR TR

-$550.9K

1,095 -90%

增持

RTX RAYTHEON TECHNOLOGIES CORP

+$550.0K

41,862 +0%

增持

JNJ JOHNSON & JOHNSON

+$549.7K

75,873 +1%

减持

FLRN SPDR SER TR

-$545.3K

56,856 -24%

增持

QCOM QUALCOMM INC

-$526.5K

19,274 +2%

增持

QQQ INVESCO QQQ TR

-$524.3K

24,008 +4%

减持

GPC GENUINE PARTS CO

-$518.0K

35,738 -0%

减持

CLX CLOROX CO DEL

-$516.9K

4,554 -31%

减持

UNP UNION PAC CORP

+$501.8K

25,264 -1%

减持

BMY BRISTOL-MYERS SQUIBB CO

+$483.7K

48,669 -1%

增持

HON HONEYWELL INTL INC

-$476.7K

38,924 +1%

增持

IEFA ISHARES TR

+$458.1K

6,859 +2644%

增持

AMZN AMAZON COM INC

-$454.2K

7,406 +0%

增持

VO VANGUARD INDEX FDS

-$445.5K

32,075 +1%

增持

WRB BERKLEY W R CORP

+$431.1K

28,774 +60%

增持

MS MORGAN STANLEY

+$417.5K

25,747 +38%

增持

VLO VALERO ENERGY CORP

+$400.7K

14,875 +1%

减持

KMB KIMBERLY-CLARK CORP

-$400.5K

19,641 -0%

清仓

— XILINX INC

-$384.6K

0 -100%

增持

COST COSTCO WHSL CORP NEW

+$379.0K

10,977 +5%

增持

— DISCOVER FINL SVCS

+$359.0K

4,433 +296%

增持

MRK MERCK & CO INC

+$339.3K

55,139 +1%

增持

AMT AMERICAN TOWER CORP NEW

-$338.1K

10,606 +3%

增持

CAT CATERPILLAR INC

+$337.5K

20,464 +0%

减持

VEA VANGUARD TAX-MANAGED INTL FD

-$337.1K

64,505 -4%

增持

ED CONSOLIDATED EDISON INC

+$332.8K

28,815 +3%

建仓

BXSL BLACKSTONE SECD LENDING FD

+$330.7K

11,860

增持

COP CONOCOPHILLIPS

+$327.8K

11,444 +1%

减持

TROW PRICE T ROWE GROUP INC

-$326.2K

7,031 -0%

增持

PRU PRUDENTIAL FINL INC

+$309.5K

16,885 +8%

增持

ITW ILLINOIS TOOL WKS INC

-$306.9K

9,188 +2%

建仓

GLDM WORLD GOLD TR

+$293.6K

7,631

减持

RSP INVESCO EXCHANGE TRADED FD T

-$288.2K

50,618 -0%

减持

BA BOEING CO

-$283.4K

9,363 -9%

增持

TJX TJX COS INC NEW

-$269.0K

19,261 +2%

减持

SHW SHERWIN WILLIAMS CO

-$265.1K

2,345 -3%

减持

AXP AMERICAN EXPRESS CO

+$262.7K

12,102 -1%

减持

DE DEERE & CO

+$258.8K

3,708 -1%

减持

INTC INTEL CORP

-$258.0K

110,170 -1%

增持

NUE NUCOR CORP

+$257.5K

6,211 +6%

增持

AMD ADVANCED MICRO DEVICES INC

+$255.7K

8,757 +80%

增持

V VISA INC

+$245.5K

34,222 +1%

建仓

IEMG ISHARES INC

+$245.5K

4,419

减持

NSC NORFOLK SOUTHN CORP

-$236.4K

12,515 -2%

增持

CIBR FIRST TR EXCHANGE TRADED FD

+$234.0K

13,544 +47%

增持

NKE NIKE INC

-$225.4K

9,583 +5%

减持

PH PARKER-HANNIFIN CORP

-$225.4K

4,911 -3%

减持

— LAM RESEARCH CORP

-$224.4K

836 -11%

增持

GD GENERAL DYNAMICS CORP

+$209.3K

4,697 +6%

减持

LPLA LPL FINL HLDGS INC

+$209.1K

10,534 -2%

增持

WMT WALMART INC

+$207.9K

44,557 +0%

增持

WEC WEC ENERGY GROUP INC

+$207.1K

23,038 +7%

增持

PEP PEPSICO INC

-$205.1K

38,528 +1%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$204.6K

16,611 -6%

减持

META META PLATFORMS INC

-$203.2K

1,243 -13%

减持

EMR EMERSON ELEC CO

+$199.1K

44,453 -1%

增持

DUK DUKE ENERGY CORP NEW

+$197.0K

26,604 +1%

增持

PPG PPG INDS INC

-$192.7K

4,912 +1%

增持

UNH UNITEDHEALTH GROUP INC

+$187.5K

19,965 +0%

增持

AMAT APPLIED MATLS INC

-$184.7K

11,012 +6%

减持

MO ALTRIA GROUP INC

+$180.5K

39,141 -1%

增持

GS GOLDMAN SACHS GROUP INC

+$177.2K

1,201 +110%

减持

KO COCA COLA CO

+$177.2K

72,803 -1%

减持

FLOT ISHARES TR

-$170.4K

45,066 -7%

增持

BAC BK OF AMERICA CORP

-$166.8K

96,427 +4%

增持

RQI COHEN & STEERS QUALITY INCOM

-$164.7K

134,265 +1%

增持

CARR CARRIER GLOBAL CORPORATION

-$163.0K

20,443 +1%

增持

NOC NORTHROP GRUMMAN CORP

+$162.8K

2,411 +2%

减持

CL COLGATE PALMOLIVE CO

-$160.8K

15,999 -1%

增持

SRE SEMPRA

+$157.0K

1,606 +88%

增持

DIA SPDR DOW JONES INDL AVERAGE

-$149.4K

9,169 +0%

增持

PANW PALO ALTO NETWORKS INC

+$148.3K

1,764 +3%

增持

XLY SELECT SECTOR SPDR TR

+$144.2K

5,138 +30%

增持

SHOP SHOPIFY INC

-$143.3K

326 +23%

减持

VBR VANGUARD INDEX FDS

-$142.6K

4,323 -14%

减持

GLW CORNING INC

-$135.9K

32,985 -9%

减持

BX BLACKSTONE INC

-$135.4K

37,895 -1%

增持

WFC WELLS FARGO CO NEW

+$135.0K

14,961 +22%

清仓

— WORLD GOLD TR

-$132.0K

0 -100%

增持

PKG PACKAGING CORP AMER

+$128.5K

5,253 +3%

增持

PFF ISHARES TR

-$126.9K

54,414 +2%

减持

IHI ISHARES TR

-$126.9K

20,482 -2%

增持

OKE ONEOK INC NEW

+$124.9K

3,158 +89%

减持

— OSI ETF TR

-$122.9K

42,511 -1%

清仓

SPEM SPDR INDEX SHS FDS

-$122.2K

0 -100%

清仓

KKR KKR & CO INC

-$114.4K

0 -100%

增持

MUB ISHARES TR

-$112.8K

24,425 +2%

减持

HYD VANECK ETF TRUST

-$108.0K

18,498 -1%

增持

ADP AUTOMATIC DATA PROCESSING IN

-$104.6K

7,564 +2%

减持

IWM ISHARES TR

-$104.2K

4,215 -3%

增持

VIG VANGUARD SPECIALIZED FUNDS

-$103.7K

12,693 +1%

减持

OTIS OTIS WORLDWIDE CORP

-$102.9K

7,090 -5%

增持

VB VANGUARD INDEX FDS

+$102.4K

971 +111%

增持

ODFL OLD DOMINION FREIGHT LINE IN

+$101.4K

577 +191%

增持

CMI CUMMINS INC

-$97.7K

7,818 +0%

增持

IWF ISHARES TR

-$97.1K

4,151 +2%

减持

— UNILEVER PLC

-$95.5K

9,885 -3%

减持

HYMB SPDR SER TR

-$93.8K

14,825 -2%

减持

BND VANGUARD BD INDEX FDS

-$92.8K

14,867 -1%

增持

UPRO PROSHARES TR

-$92.3K

7,300 +100%

增持

ADM ARCHER DANIELS MIDLAND CO

+$90.0K

3,131 +10%

减持

MSI MOTOROLA SOLUTIONS INC

-$87.9K

2,343 -3%

增持

DVY ISHARES TR

+$84.8K

12,188 +1%

减持

ORCL ORACLE CORP

-$84.2K

15,385 -1%

清仓

MZTI LANCASTER COLONY CORP

-$82.8K

0 -100%

减持

TDOC TELADOC HEALTH INC

-$81.4K

359 -69%