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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 3
增持 60
减持 85
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.2M
260,618
-1%
增持
AMZN
AMAZON COM INC
-$8.8M
144,771
+1855%
减持
SPY
SPDR S&P 500 ETF TR
-$6.9M
70,766
-5%
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
IGSB
ISHARES TR
-$6.6M
615,348
-16%
减持
NVDA
NVIDIA CORPORATION
-$5.7M
46,356
-1%
减持
GOOGL
ALPHABET INC
-$4.8M
7,622
-1%
增持
MSFT
MICROSOFT CORP
-$4.2M
84,870
+1%
减持
DIS
DISNEY WALT CO
-$2.9M
46,735
-13%
减持
IGIB
ISHARES TR
-$2.8M
225,652
-14%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.3M
25,769
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
24,739
-2%
减持
NEE
NEXTERA ENERGY INC
-$2.1M
233,900
-2%
减持
QQQ
INVESCO QQQ TR
-$2.0M
23,757
-1%
清仓
—
OSI ETF TR
-$1.9M
0
-100%
减持
FLOT
ISHARES TR
-$1.8M
8,588
-81%
减持
—
BLACKROCK INC
-$1.8M
11,675
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$1.8M
147,527
+35%
减持
IJR
ISHARES TR
-$1.7M
81,763
-4%
减持
HD
HOME DEPOT INC
-$1.7M
63,436
-0%
建仓
OUSA
ALPS ETF TR
+$1.6M
40,345
减持
AGG
ISHARES TR
-$1.4M
122,658
-5%
减持
VO
VANGUARD INDEX FDS
-$1.4M
31,799
-1%
增持
PEP
PEPSICO INC
+$1.4M
46,802
+21%
增持
BX
BLACKSTONE INC
-$1.3M
37,940
+0%
增持
JPM
JPMORGAN CHASE & CO
-$1.3M
76,289
+5%
增持
CSCO
CISCO SYS INC
-$1.3M
102,712
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
49,713
-2%
减持
FLRN
SPDR SER TR
-$1.3M
15,233
-73%
增持
INTC
INTEL CORP
-$1.3M
112,098
+2%
增持
—
EXXON MOBIL CORP
+$1.2M
76,304
+19%
减持
WMT
WALMART INC
-$1.2M
44,519
-0%
减持
MA
MASTERCARD INCORPORATED
-$1.2M
24,172
-2%
减持
CRM
SALESFORCE INC
-$1.1M
23,496
-1%
增持
COST
COSTCO WHSL CORP NEW
-$982.9K
11,138
+1%
减持
CAT
CATERPILLAR INC
-$947.8K
20,206
-1%
减持
—
ACCENTURE PLC IRELAND
-$894.9K
13,039
-3%
减持
EMR
EMERSON ELEC CO
-$885.0K
43,671
-2%
减持
LLY
LILLY ELI & CO
+$855.7K
23,032
-0%
增持
GLD
SPDR GOLD TR
+$841.1K
11,430
+90%
减持
NSC
NORFOLK SOUTHN CORP
-$829.3K
12,056
-4%
增持
V
VISA INC
-$821.1K
34,376
+0%
减持
HON
HONEYWELL INTL INC
-$817.8K
38,870
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$775.3K
22,275
-2%
增持
SYK
STRYKER CORPORATION
-$753.4K
11,918
+2%
减持
MMM
3M CO
-$680.5K
33,446
-1%
减持
PG
PROCTER AND GAMBLE CO
-$668.0K
70,692
-0%
增持
MRK
MERCK & CO INC
+$645.8K
56,707
+3%
增持
PAYX
PAYCHEX INC
-$640.6K
28,658
+0%
减持
SBUX
STARBUCKS CORP
-$635.6K
22,054
-14%
减持
AXP
AMERICAN EXPRESS CO
-$620.1K
11,852
-2%
减持
GOOG
ALPHABET INC
-$610.1K
906
-2%
减持
BA
BOEING CO
-$606.7K
8,677
-7%
减持
ABT
ABBOTT LABS
-$605.2K
61,790
-0%
增持
EXC
EXELON CORP
+$556.0K
16,305
+324%
增持
VZ
VERIZON COMMUNICATIONS INC
+$527.6K
147,738
+8%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$522.7K
5,358
-2%
减持
MO
ALTRIA GROUP INC
-$518.5K
36,549
-7%
增持
SYY
SYSCO CORP
+$514.7K
13,875
+71%
增持
BAC
BK OF AMERICA CORP
-$498.7K
111,661
+16%
增持
QCOM
QUALCOMM INC
-$480.5K
19,297
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$476.6K
5,254
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$465.2K
52,201
+7%
减持
EMXC
ISHARES INC
-$463.5K
40,119
-2%
增持
UNP
UNION PAC CORP
-$449.0K
30,258
+20%
增持
YUM
YUM BRANDS INC
+$440.2K
4,506
+650%
增持
AMAT
APPLIED MATLS INC
-$436.9K
11,151
+1%
增持
DE
DEERE & CO
-$429.2K
3,711
+0%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$399.6K
135,886
+1%
减持
VTI
VANGUARD INDEX FDS
-$363.1K
9,072
-0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$357.1K
67,183
+4%
减持
ABBV
ABBVIE INC
-$353.4K
34,445
-1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$351.5K
9,189
+0%
增持
VOO
VANGUARD INDEX FDS
+$349.6K
2,565
+97%
增持
OXY
OCCIDENTAL PETE CORP
+$311.6K
5,605
+1625%
增持
PRU
PRUDENTIAL FINL INC
-$290.2K
17,821
+6%
减持
SJNK
SPDR SER TR
-$284.8K
126,990
-0%
增持
MS
MORGAN STANLEY
-$284.8K
25,841
+0%
减持
SPYG
SPDR SER TR
-$283.0K
16,454
-5%
增持
NOBL
PROSHARES TR
-$278.0K
43,612
+3%
减持
IHI
ISHARES TR
-$277.0K
19,262
-6%
减持
ECL
ECOLAB INC
-$273.3K
11,639
-0%
增持
TSLA
TESLA INC
-$272.0K
721
+3%
增持
NKE
NIKE INC
-$271.1K
9,965
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$270.2K
12,463
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
-$269.7K
18,734
-8%
增持
NUE
NUCOR CORP
-$260.7K
6,346
+2%
减持
TGT
TARGET CORP
-$258.6K
2,226
-18%
增持
AMD
ADVANCED MICRO DEVICES INC
-$256.9K
9,161
+5%
减持
DEO
DIAGEO PLC
-$245.9K
4,611
-11%
建仓
WBD
WARNER BROS DISCOVERY INC
+$245.1K
18,264
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$244.6K
7,099
+3%
增持
CEG
CONSTELLATION ENERGY CORP
+$242.9K
5,494
+331%
增持
XLC
SELECT SECTOR SPDR TR
-$242.4K
17,210
+1%
增持
CVX
CHEVRON CORP NEW
-$238.1K
68,185
+10%
增持
WFC
WELLS FARGO CO NEW
+$236.1K
24,538
+64%
增持
XLY
SELECT SECTOR SPDR TR
-$232.7K
5,221
+2%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$229.9K
123,113
-1%
增持
YUMC
YUM CHINA HLDGS INC
+$228.4K
4,795
+4695%
增持
ZTS
ZOETIS INC
-$227.5K
15,171
+1%
增持
ITW
ILLINOIS TOOL WKS INC
-$226.7K
9,313
+1%
减持
WY
WEYERHAEUSER CO MTN BE
-$215.9K
20,593
-13%
减持
SHOP
SHOPIFY INC
-$211.8K
274
-16%
减持
PFF
ISHARES TR
-$209.3K
53,908
-1%
减持
ORCL
ORACLE CORP
-$208.3K
15,235
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$194.6K
16,675
+0%
减持
AFL
AFLAC INC
-$188.6K
12,287
-9%
减持
IWM
ISHARES TR
-$184.2K
4,021
-5%
减持
GLW
CORNING INC
-$183.4K
32,817
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$181.8K
1,855
+5%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$180.2K
9,682
-2%
减持
GNRC
GENERAC HLDGS INC
-$179.3K
1,805
-4%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$176.4K
13,492
-0%
减持
GPC
GENUINE PARTS CO
+$174.2K
35,172
-2%
减持
JNK
SPDR SER TR
-$174.0K
11,365
-3%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$167.7K
3,875
增持
IP
INTERNATIONAL PAPER CO
+$165.0K
4,991
+426%
减持
EFA
ISHARES TR
-$164.5K
7,858
-12%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$163.7K
41,448
-1%
减持
TJX
TJX COS INC NEW
-$160.9K
18,012
-6%
减持
KMB
KIMBERLY-CLARK CORP
+$156.8K
19,059
-3%
减持
ISRG
INTUITIVE SURGICAL INC
-$154.8K
1,524
-0%
减持
TFC
TRUIST FINL CORP
-$151.3K
14,673
-2%
减持
XLF
SELECT SECTOR SPDR TR
-$147.2K
20,679
-1%
减持
BDX
BECTON DICKINSON & CO
-$146.6K
5,985
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$143.5K
7,511
-1%
减持
BBY
BEST BUY INC
-$142.9K
255
-85%
减持
—
MEDTRONIC PLC
-$142.7K
5,445
-4%
增持
CMCSA
COMCAST CORP NEW
-$142.4K
32,957
+7%
减持
GLDM
WORLD GOLD TR
-$141.8K
4,231
-45%
清仓
SPSB
SPDR SER TR
-$140.3K
0
-100%
增持
BP
BP PLC
+$139.9K
7,676
+191%
增持
LULU
LULULEMON ATHLETICA INC
-$137.5K
1,587
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$130.3K
9,137
+38%
增持
NOC
NORTHROP GRUMMAN CORP
+$128.2K
2,521
+5%
增持
TIP
ISHARES TR
-$128.1K
22,630
+4%
增持
IWN
ISHARES TR
-$127.6K
5,410
+1%
减持
META
META PLATFORMS INC
-$127.2K
925
-26%
减持
—
LAM RESEARCH CORP
-$125.1K
761
-9%
减持
EMN
EASTMAN CHEM CO
-$122.6K
5,375
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$122.1K
3,900
-2%
减持
WU
WESTERN UN CO
-$121.7K
36,446
-5%
减持
IWR
ISHARES TR
-$119.6K
8,393
-1%
减持
OKE
ONEOK INC NEW
-$118.9K
1,877
-41%
减持
PM
PHILIP MORRIS INTL INC
+$118.8K
35,278
-2%
减持
JNJ
JOHNSON & JOHNSON
-$116.5K
75,097
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.6K
20,042
+0%
减持
EEM
ISHARES TR
-$110.6K
672
-78%
增持
IWF
ISHARES TR
-$106.8K
4,781
+15%
增持
SDY
SPDR SER TR
+$104.7K
3,005
+53%
增持
DTE
DTE ENERGY CO
+$103.6K
1,641
+108%
