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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 150 项增持 58减持 89清仓 3

方向

标的

Δ市值

现股数(环比)

减持

IGSB ISHARES TR

-$5.2M

312,594 -26%

减持

AMZN AMAZON COM INC

-$4.4M

142,452 -2%

减持

AAPL APPLE INC

-$3.0M

253,372 -3%

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

VTIP VANGUARD MALVERN FDS

-$2.5M

95,377 -34%

减持

IGIB ISHARES TR

-$2.4M

157,697 -25%

减持

AGG ISHARES TR

-$2.4M

78,167 -24%

减持

CVX CHEVRON CORP NEW

+$2.3M

67,647 -2%

增持

— EXXON MOBIL CORP

+$2.2M

80,528 +5%

减持

JPM JPMORGAN CHASE & CO

+$2.0M

73,505 -2%

减持

HD HOME DEPOT INC

+$2.0M

61,310 -3%

减持

— BLACKROCK INC

+$1.8M

11,523 -1%

减持

HON HONEYWELL INTL INC

+$1.7M

38,223 -1%

减持

PG PROCTER AND GAMBLE CO

+$1.7M

70,191 -1%

增持

MCD MCDONALDS CORP

+$1.6M

45,140 +1%

增持

CAT CATERPILLAR INC

+$1.6M

20,287 +1%

增持

MRK MERCK & CO INC

+$1.5M

57,414 +1%

减持

GOOGL ALPHABET INC

-$1.5M

147,723 -2%

减持

MA MASTERCARD INCORPORATED

+$1.4M

23,615 -2%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

+$1.1M

25,515 +1%

减持

AMGN AMGEN INC

+$1.1M

32,522 -1%

减持

SPY SPDR S&P 500 ETF TR

+$1.1M

71,492 -3%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.0M

25,597 -1%

减持

DIS DISNEY WALT CO

-$1.0M

34,243 -19%

增持

PFE PFIZER INC

+$960.8K

112,880 +2%

减持

V VISA INC

+$911.0K

32,886 -1%

增持

MSFT MICROSOFT CORP

+$909.1K

84,180 +2%

减持

EMR EMERSON ELEC CO

+$906.3K

41,211 -1%

增持

GPC GENUINE PARTS CO

+$883.6K

35,268 +1%

减持

NVDA NVIDIA CORPORATION

+$877.4K

44,820 -4%

减持

NEE NEXTERA ENERGY INC

+$819.1K

226,683 -2%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$809.7K

49,866 +2%

减持

JNJ JOHNSON & JOHNSON

+$805.5K

72,902 -1%

减持

LMT LOCKHEED MARTIN CORP

+$784.2K

7,927 -0%

增持

IEI ISHARES TR

+$735.9K

6,582 +3598%

减持

LLY LILLY ELI & CO

+$694.3K

22,017 -3%

减持

CSCO CISCO SYS INC

+$694.0K

98,291 -1%

减持

RTX RAYTHEON TECHNOLOGIES CORP

+$692.6K

39,668 -2%

减持

ABT ABBOTT LABS

+$630.4K

61,236 -3%

增持

XLP SELECT SECTOR SPDR TR

+$628.1K

10,090 +442%

减持

PM PHILIP MORRIS INTL INC

+$615.6K

34,090 -0%

增持

XLU SELECT SECTOR SPDR TR

+$615.2K

15,049 +121%

减持

XLY SELECT SECTOR SPDR TR

-$605.5K

1,166 -78%

减持

ABBV ABBVIE INC

+$598.1K

31,503 -6%

减持

PEP PEPSICO INC

+$578.9K

45,214 -3%

减持

XLC SELECT SECTOR SPDR TR

-$554.8K

6,404 -64%

增持

WMT WALMART INC

+$550.4K

45,012 +0%

减持

APD AIR PRODS & CHEMS INC

+$498.7K

6,945 -2%

减持

XLK SELECT SECTOR SPDR TR

-$491.7K

17,203 -22%

减持

BA BOEING CO

+$488.1K

8,121 -7%

增持

NOBL PROSHARES TR

+$487.7K

46,391 +1%

减持

SYK STRYKER CORPORATION

+$480.0K

11,670 -0%

增持

VLO VALERO ENERGY CORP

+$475.1K

17,451 +7%

增持

BAC BANK AMERICA CORP

+$459.4K

114,649 +4%

增持

T AT&T INC

+$458.6K

108,755 +8%

减持

CRM SALESFORCE INC

-$434.3K

21,953 -6%

增持

ROP ROPER TECHNOLOGIES INC

+$430.3K

5,205 +3%

减持

UNH UNITEDHEALTH GROUP INC

+$411.6K

20,350 -1%

增持

TJX TJX COS INC NEW

+$407.2K

20,006 +5%

增持

DUK DUKE ENERGY CORP NEW

+$397.6K

29,144 +4%

增持

SCHD SCHWAB STRATEGIC TR

+$382.0K

15,292 +31%

增持

ED CONSOLIDATED EDISON INC

+$381.9K

29,839 +4%

减持

KO COCA COLA CO

+$381.1K

69,070 -4%

减持

KMB KIMBERLY-CLARK CORP

+$363.1K

18,113 -3%

增持

NKE NIKE INC

+$361.0K

10,267 +2%

减持

IJR ISHARES TR

+$358.5K

76,905 -3%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$357.5K

3,025 -74%

减持

DIA SPDR DOW JONES INDL AVERAGE

+$354.5K

8,951 -2%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$345.5K

15,997 -0%

增持

BX BLACKSTONE INC

-$330.8K

39,003 +1%

增持

PRU PRUDENTIAL FINL INC

+$322.6K

19,304 +4%

减持

ITW ILLINOIS TOOL WKS INC

+$322.4K

8,423 -1%

减持

NSC NORFOLK SOUTHN CORP

+$320.9K

11,287 -4%

减持

UNP UNION PAC CORP

+$311.4K

29,511 -1%

增持

CMI CUMMINS INC

+$308.7K

7,892 +0%

减持

ALB ALBEMARLE CORP

-$304.5K

5,982 -1%

减持

TIP ISHARES TR

-$301.8K

19,398 -14%

增持

TSLA TESLA INC

-$295.6K

2,536 +11%

减持

DE DEERE & CO

+$290.0K

3,571 -4%

增持

SYY SYSCO CORP

+$256.9K

16,127 +17%

减持

ORCL ORACLE CORP

+$248.8K

14,518 -5%

减持

QQQ INVESCO QQQ TR

-$245.2K

22,785 -4%

减持

VO VANGUARD INDEX FDS

+$239.8K

30,476 -4%

减持

EMXC ISHARES INC

-$235.4K

27,945 -21%

增持

IJJ ISHARES TR

+$235.2K

18,630 +2%

减持

— ACCENTURE PLC IRELAND

-$233.9K

11,865 -10%

减持

PH PARKER-HANNIFIN CORP

+$231.8K

4,886 -1%

减持

VEA VANGUARD TAX-MANAGED FDS

-$230.3K

50,261 -22%

减持

AVGO BROADCOM INC

+$225.9K

2,209 -3%

增持

IVV ISHARES TR

+$217.3K

7,237 +1%

减持

MMM 3M CO

+$215.5K

31,860 -2%

增持

SCHW SCHWAB CHARLES CORP

+$213.0K

16,140 +3%

增持

NOC NORTHROP GRUMMAN CORP

+$206.2K

2,564 +1%

增持

GD GENERAL DYNAMICS CORP

+$200.9K

5,006 +2%

增持

COP CONOCOPHILLIPS

+$200.6K

11,945 +1%

增持

SHEL SHELL PLC

+$198.5K

5,773 +121%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$188.5K

12,228 -1%

减持

ZTS ZOETIS INC

-$188.2K

14,136 -7%

减持

MO ALTRIA GROUP INC

+$187.3K

35,905 -0%

减持

BDX BECTON DICKINSON & CO

+$183.9K

6,055 -0%

清仓

IONS IONIS PHARMACEUTICALS INC

-$176.9K

0 -100%

减持

PSX PHILLIPS 66

+$176.7K

7,800 -1%

增持

UPS UNITED PARCEL SERVICE INC

+$171.6K

9,666 +3%

增持

AZO AUTOZONE INC

+$171.0K

382 +6%

增持

COST COSTCO WHSL CORP NEW

-$167.9K

11,424 +0%

清仓

GXO GXO LOGISTICS INCORPORATED

-$166.7K

0 -100%

减持

CMCSA COMCAST CORP NEW

+$164.9K

32,629 -2%

减持

— LINDE PLC

+$162.1K

3,670 -4%

减持

AFL AFLAC INC

+$158.0K

11,795 -4%

增持

EFA ISHARES TR

+$157.4K

8,847 +17%

减持

OUSA ALPS ETF TR

+$156.7K

38,367 -1%

减持

NVG NUVEEN AMT FREE MUN CR INC F

-$155.1K

80,365 -17%

减持

ECL ECOLAB INC

-$154.7K

8,743 -12%

减持

SBUX STARBUCKS CORP

+$153.1K

19,916 -8%

增持

SO SOUTHERN CO

+$152.5K

10,456 +20%

增持

TMUS T-MOBILE US INC

+$151.6K

7,737 +11%

减持

MS MORGAN STANLEY

+$150.8K

26,153 -0%

减持

AXP AMERICAN EXPRESS CO

+$150.2K

12,099 -0%

减持

IWP ISHARES TR

-$144.9K

2,698 -43%

增持

IHI ISHARES TR

+$144.6K

20,236 +4%

增持

MSI MOTOROLA SOLUTIONS INC

+$144.2K

3,139 +6%

增持

WEC WEC ENERGY GROUP INC

+$139.2K

23,615 +2%

增持

PANW PALO ALTO NETWORKS INC

-$138.9K

6,052 +1%

增持

SHW SHERWIN WILLIAMS CO

+$128.5K

2,642 +9%

减持

MDLZ MONDELEZ INTL INC

+$124.5K

14,936 -6%

减持

AMAT APPLIED MATLS INC

+$124.3K

10,583 -4%

增持

GNRC GENERAC HLDGS INC

-$120.0K

2,002 +11%

增持

MCHP MICROCHIP TECHNOLOGY INC.

+$119.3K

10,109 +4%

减持

DVY ISHARES TR

+$118.5K

13,405 -4%

增持

XLF SELECT SECTOR SPDR TR

+$114.7K

21,711 +5%

增持

— UNILEVER PLC

+$114.3K

10,478 +11%

减持

HYMB SPDR SER TR

-$111.6K

12,131 -18%

增持

STZ CONSTELLATION BRANDS INC

+$111.2K

5,239 +9%

减持

RMD RESMED INC

-$109.4K

22 -96%

减持

AMT AMERICAN TOWER CORP NEW

-$105.5K

10,690 -3%

清仓

DLS WISDOMTREE TR

-$105.0K

0 -100%

增持

VBR VANGUARD INDEX FDS

+$104.5K

4,577 +5%

减持

CARR CARRIER GLOBAL CORPORATION

+$103.6K

18,290 -0%

减持

PEG PUBLIC SVC ENTERPRISE GRP IN

-$103.2K

10,768 -21%

增持

SNY SANOFI

+$102.3K

9,098 +2%

减持

VTI VANGUARD INDEX FDS

+$101.0K

8,952 -0%

减持

SRE SEMPRA

-$100.6K

1,114 -39%

增持

D DOMINION ENERGY INC

-$99.6K

17,032 +3%

减持

IWR ISHARES TR

-$95.5K

6,317 -25%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$94.8K

200 -88%

增持

PKG PACKAGING CORP AMER

+$94.3K

5,266 +2%

减持

QCLN FIRST TR EXCHANGE-TRADED FD

-$94.0K

7,276 -5%

减持

OTIS OTIS WORLDWIDE CORP

+$88.7K

6,397 -1%

增持

HCA HCA HEALTHCARE INC

+$88.0K

1,561 +0%

增持

LOW LOWES COS INC

+$87.5K

4,812 +4%

增持

MPC MARATHON PETE CORP

+$87.2K

3,376 +10%