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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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 150 项建仓 2增持 52减持 90清仓 6

方向

标的

Δ市值

现股数(环比)

减持

IGSB ISHARES TR

-$10.3M

422,034 -31%

减持

AGG ISHARES TR

-$2.5M

103,099 -16%

减持

MSFT MICROSOFT CORP

-$2.5M

82,778 -2%

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

BXSL BLACKSTONE SECD LENDING FD

+$2.4M

119,136 +905%

增持

GOOGL ALPHABET INC

-$2.1M

151,427 +1887%

减持

VZ VERIZON COMMUNICATIONS INC

-$2.0M

144,625 -2%

建仓

BIL SPDR SER TR

+$1.7M

18,194

减持

GLD SPDR GOLD TR

-$1.6M

2,361 -79%

减持

INTC INTEL CORP

-$1.5M

103,514 -8%

增持

NVDA NVIDIA CORPORATION

-$1.4M

46,730 +1%

减持

IGIB ISHARES TR

-$1.3M

210,808 -7%

减持

JNJ JOHNSON & JOHNSON

-$1.3M

73,902 -2%

减持

PG PROCTER AND GAMBLE CO

-$1.2M

70,645 -0%

减持

AMZN AMAZON COM INC

+$972.4K

144,677 -0%

减持

PFE PFIZER INC

-$960.2K

110,218 -0%

减持

MCD MCDONALDS CORP

-$959.9K

44,730 -2%

减持

V VISA INC

-$846.9K

33,332 -3%

减持

MA MASTERCARD INCORPORATED

-$804.2K

23,991 -1%

减持

ABBV ABBVIE INC

-$782.5K

33,478 -3%

减持

JPM JPMORGAN CHASE & CO

-$748.4K

75,048 -2%

减持

— BLACKROCK INC

-$727.3K

11,600 -1%

减持

MMM 3M CO

-$723.1K

32,626 -2%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$672.9K

40,443 -2%

减持

UNP UNION PAC CORP

-$654.0K

29,768 -2%

减持

PM PHILIP MORRIS INTL INC

-$648.7K

34,148 -3%

减持

AMGN AMGEN INC

-$638.9K

32,854 -1%

减持

IJR ISHARES TR

-$635.9K

79,365 -3%

减持

T AT&T INC

-$624.7K

100,625 -3%

增持

ABT ABBOTT LABS

-$620.8K

62,967 +2%

减持

GPC GENUINE PARTS CO

+$557.9K

35,064 -0%

减持

KO COCA COLA CO

-$557.5K

71,626 -1%

减持

CRM SALESFORCE INC

-$532.8K

23,255 -1%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$497.2K

25,290 -2%

减持

NVG NUVEEN AMT FREE MUN CR INC F

-$483.3K

96,888 -21%

减持

KMB KIMBERLY-CLARK CORP

-$480.1K

18,622 -2%

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$453.0K

5,481 +2%

增持

SPY SPDR S&P 500 ETF TR

-$447.7K

73,489 +4%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$446.0K

16,062 -4%

减持

RSP INVESCO EXCHANGE TRADED FD T

-$439.1K

48,978 -1%

减持

DIS DISNEY WALT CO

-$434.5K

42,164 -10%

减持

LMT LOCKHEED MARTIN CORP

-$422.1K

7,953 -2%

减持

BRK/A BERKSHIRE HATHAWAY INC DEL

-$421.4K

5 -17%

减持

EMR EMERSON ELEC CO

-$421.1K

41,689 -5%

增持

WMT WALMART INC

+$419.2K

44,964 +1%

减持

VTIP VANGUARD MALVERN FDS

-$419.0K

144,981 -2%

减持

VEA VANGUARD TAX-MANAGED FDS

-$401.3K

64,349 -4%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$394.5K

50,992 -2%

减持

CSCO CISCO SYS INC

-$391.1K

99,714 -3%

增持

ALB ALBEMARLE CORP

+$379.4K

6,057 +4%

减持

ECL ECOLAB INC

-$362.3K

9,883 -15%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$358.1K

11,479 +279%

减持

EMXC ISHARES INC

-$354.1K

35,274 -12%

增持

ZTS ZOETIS INC

-$348.0K

15,239 +0%

减持

QQQ INVESCO QQQ TR

-$346.2K

23,619 -1%

增持

DUK DUKE ENERGY CORP NEW

-$344.3K

27,993 +2%

减持

RQI COHEN & STEERS QUALITY INCOM

-$337.3K

134,164 -1%

减持

— VMWARE INC

-$331.6K

141 -95%

增持

AMT AMERICAN TOWER CORP NEW

-$324.1K

11,040 +5%

增持

CMCSA COMCAST CORP NEW

-$317.1K

33,282 +1%

增持

TMUS T-MOBILE US INC

+$313.2K

6,943 +51%

减持

CAT CATERPILLAR INC

-$312.7K

20,108 -0%

减持

AAPL APPLE INC

+$299.3K

259,993 -0%

减持

VO VANGUARD INDEX FDS

-$291.9K

31,767 -0%

减持

LPLA LPL FINL HLDGS INC

+$291.7K

10,137 -3%

减持

HON HONEYWELL INTL INC

-$290.1K

38,725 -0%

增持

MRK MERCK & CO INC

-$280.9K

56,771 +0%

减持

NSC NORFOLK SOUTHN CORP

-$279.8K

11,736 -3%

减持

ED CONSOLIDATED EDISON INC

-$277.7K

28,709 -0%

减持

ROP ROPER TECHNOLOGIES INC

-$254.8K

5,057 -4%

清仓

UPRO PROSHARES TR

-$254.6K

0 -100%

增持

WEC WEC ENERGY GROUP INC

-$251.7K

23,202 +0%

增持

GOOG ALPHABET INC

-$251.1K

18,000 +1887%

增持

BX BLACKSTONE INC

-$236.8K

38,524 +2%

增持

QCOM QUALCOMM INC

-$226.8K

19,811 +3%

增持

— ACCENTURE PLC IRELAND

-$220.3K

13,214 +1%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$217.3K

9,089 -1%

减持

TIP ISHARES TR

-$211.2K

22,560 -0%

减持

PEP PEPSICO INC

-$210.6K

46,487 -1%

减持

SYY SYSCO CORP

-$199.3K

13,803 -1%

减持

XLK SELECT SECTOR SPDR TR

-$199.2K

22,162 -1%

减持

OUSA ALPS ETF TR

-$195.2K

38,700 -4%

减持

D DOMINION ENERGY INC

-$188.3K

16,553 -1%

增持

TJX TJX COS INC NEW

+$179.3K

19,081 +6%

增持

NKE NIKE INC

-$178.1K

10,110 +1%

增持

CEG CONSTELLATION ENERGY CORP

+$176.4K

5,902 +7%

减持

FLRN SPDR SER TR

-$171.2K

9,486 -38%

清仓

CGNX COGNEX CORP

-$170.1K

0 -100%

减持

PKG PACKAGING CORP AMER

-$169.9K

5,159 -5%

增持

— EXXON MOBIL CORP

+$169.6K

76,787 +1%

减持

ITW ILLINOIS TOOL WKS INC

-$164.1K

8,487 -9%

增持

ESG FLEXSHARES TR

+$162.0K

4,928 +69%

减持

EXC EXELON CORP

-$161.2K

15,424 -5%

减持

WU WESTERN UN CO

-$160.7K

32,559 -11%

增持

SCHW SCHWAB CHARLES CORP

+$156.3K

15,734 +2%

增持

COP CONOCOPHILLIPS

+$155.1K

11,813 +1%

增持

ADP AUTOMATIC DATA PROCESSING IN

+$155.0K

7,660 +2%

建仓

— HORIZON THERAPEUTICS PUB L

+$154.7K

2,500

增持

VLO VALERO ENERGY CORP

+$154.5K

16,273 +9%

清仓

BIV VANGUARD BD INDEX FDS

-$142.4K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$140.7K

25,822 +4%

减持

MUB ISHARES TR

-$140.7K

23,853 -2%

减持

— CHUBB LIMITED

-$139.2K

346 -66%

减持

BAC BK OF AMERICA CORP

-$138.2K

110,522 -1%

减持

SBUX STARBUCKS CORP

+$137.8K

21,630 -2%

增持

DE DEERE & CO

+$129.7K

3,717 +0%

增持

MSI MOTOROLA SOLUTIONS INC

+$129.0K

2,968 +16%

增持

BA BOEING CO

-$127.5K

8,745 +1%

增持

ORCL ORACLE CORP

-$126.6K

15,357 +1%

减持

PFF ISHARES TR

-$125.4K

52,008 -4%

增持

TSLA TESLA INC

+$122.4K

2,292 +218%

减持

VOO VANGUARD INDEX FDS

-$121.9K

2,339 -9%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$119.8K

12,343 -1%

增持

BDX BECTON DICKINSON & CO

-$119.6K

6,085 +2%

增持

SCHD SCHWAB STRATEGIC TR

+$118.6K

11,638 +27%

清仓

— GSK PLC

-$113.5K

0 -100%

减持

AMAT APPLIED MATLS INC

-$108.3K

11,061 -1%

增持

PRU PRUDENTIAL FINL INC

-$107.7K

18,622 +4%

增持

MS MORGAN STANLEY

+$107.3K

26,234 +2%

减持

LLY LILLY ELI & CO

-$107.3K

22,763 -1%

增持

UPS UNITED PARCEL SERVICE INC

-$107.2K

9,340 +6%

清仓

TAK TAKEDA PHARMACEUTICAL CO LTD

-$106.0K

0 -100%

增持

XLRE SELECT SECTOR SPDR TR

+$104.5K

7,467 +86%

增持

AMD ADVANCED MICRO DEVICES INC

-$102.7K

9,436 +3%

减持

GE GENERAL ELECTRIC CO

-$101.8K

4,598 -24%

减持

VTI VANGUARD INDEX FDS

-$100.6K

8,974 -1%

减持

— MEDTRONIC PLC

-$95.7K

4,867 -11%

减持

IJJ ISHARES TR

-$95.6K

18,252 -1%

减持

FLOT ISHARES TR

-$95.5K

6,628 -23%

减持

BND VANGUARD BD INDEX FDS

-$93.4K

14,237 -3%

增持

CVS CVS HEALTH CORP

+$90.7K

12,146 +5%

增持

WM WASTE MGMT INC DEL

+$86.8K

5,917 +5%

增持

UNH UNITEDHEALTH GROUP INC

+$83.4K

20,548 +3%

增持

SNY SANOFI

-$83.1K

8,898 +6%

减持

— LAM RESEARCH CORP

-$80.5K

666 -12%

增持

MDLZ MONDELEZ INTL INC

-$78.4K

15,885 +4%

减持

ABNB AIRBNB INC

-$78.1K

100 -90%

减持

PAYX PAYCHEX INC

-$74.8K

28,415 -1%

增持

WFC WELLS FARGO CO NEW

+$72.7K

25,706 +5%

减持

MO ALTRIA GROUP INC

-$72.7K

36,007 -1%

清仓

— AEGON N V

-$72.2K

0 -100%

增持

XLC SELECT SECTOR SPDR TR

-$71.8K

18,003 +5%

增持

GLW CORNING INC

-$70.9K

33,190 +1%

减持

EFA ISHARES TR

-$67.7K

7,558 -4%

增持

PANW PALO ALTO NETWORKS INC

+$67.1K

6,004 +224%

增持

VHT VANGUARD WORLD FDS

+$67.1K

900 +58%

减持

VBR VANGUARD INDEX FDS

-$65.9K

4,340 -6%

减持

WBD WARNER BROS DISCOVERY INC

-$65.7K

15,597 -15%

减持

CLX CLOROX CO DEL

-$65.4K

4,411 -2%

减持

SDY SPDR SER TR

-$64.9K

2,617 -13%

减持

TROW PRICE T ROWE GROUP INC

-$64.7K

6,991 -1%