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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 54
减持 83
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$8.6M
251,930
-1%
减持
NVDA
NVIDIA CORPORATION
+$5.7M
44,193
-1%
减持
IGSB
ISHARES TR
-$2.8M
252,571
-19%
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
AMZN
AMAZON COM INC
+$2.8M
142,912
+0%
减持
MSFT
MICROSOFT CORP
+$2.7M
79,400
-6%
减持
GOOGL
ALPHABET INC
+$2.1M
145,838
-1%
增持
IVV
ISHARES TR
+$1.9M
11,367
+57%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
71,377
-2%
减持
NEE
NEXTERA ENERGY INC
-$1.6M
224,706
-1%
清仓
BIL
SPDR SER TR
-$1.6M
0
-100%
建仓
—
LINDE PLC
+$1.4M
3,844
减持
AGG
ISHARES TR
-$1.3M
63,391
-19%
减持
PFE
PFIZER INC
-$1.2M
111,473
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
20,287
-0%
清仓
—
LINDE PLC
-$1.2M
0
-100%
减持
CRM
SALESFORCE INC
+$1.2M
20,550
-6%
增持
HD
HOME DEPOT INC
-$1.2M
61,579
+0%
减持
QQQ
INVESCO QQQ TR
+$1.1M
22,450
-1%
减持
HON
HONEYWELL INTL INC
-$1.1M
36,953
-3%
增持
CVX
CHEVRON CORP NEW
-$1.1M
67,671
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
21,398
+24%
减持
VTIP
VANGUARD MALVERN FDS
-$1.1M
70,459
-26%
减持
SPY
SPDR S&P 500 ETF TR
+$969.9K
69,153
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$881.3K
31,880
-20%
减持
XLU
SELECT SECTOR SPDR TR
-$876.2K
2,729
-82%
减持
IEI
ISHARES TR
-$735.3K
178
-97%
增持
XLC
SELECT SECTOR SPDR TR
+$732.8K
17,943
+180%
减持
AMGN
AMGEN INC
-$701.9K
32,429
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$664.7K
9,984
-12%
减持
BAC
BANK AMERICA CORP
-$649.8K
110,047
-4%
增持
XLY
SELECT SECTOR SPDR TR
+$633.1K
5,241
+349%
增持
BX
BLACKSTONE INC
+$626.8K
40,078
+3%
减持
ABT
ABBOTT LABS
-$624.2K
60,230
-2%
减持
—
BLACKROCK INC
-$587.1K
11,326
-2%
增持
GLDM
WORLD GOLD TR
+$581.6K
18,786
+344%
减持
LMT
LOCKHEED MARTIN CORP
-$580.9K
6,929
-13%
增持
COST
COSTCO WHSL CORP NEW
+$578.4K
11,660
+2%
减持
XLP
SELECT SECTOR SPDR TR
-$578.4K
2,327
-77%
减持
JPM
JPMORGAN CHASE & CO
-$564.7K
71,309
-3%
减持
SCHW
SCHWAB CHARLES CORP
-$516.3K
15,798
-2%
减持
MMM
3M CO
-$498.1K
31,610
-1%
增持
SYK
STRYKER CORPORATION
+$493.7K
11,724
+0%
增持
MUB
ISHARES TR
+$477.8K
26,993
+17%
增持
SCHD
SCHWAB STRATEGIC TR
+$467.1K
22,174
+45%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$431.9K
56,261
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$424.2K
51,637
+4%
减持
EMR
EMERSON ELEC CO
-$423.0K
40,575
-2%
减持
MRK
MERCK & CO INC
-$397.2K
56,141
-2%
建仓
UPRO
PROSHARES TR
+$394.2K
10,220
增持
MA
MASTERCARD INCORPORATED
+$391.7K
23,674
+0%
减持
V
VISA INC
+$385.7K
32,015
-3%
增持
NOBL
PROSHARES TR
+$382.7K
49,950
+8%
减持
GPC
GENUINE PARTS CO
-$379.4K
34,307
-3%
建仓
BIV
VANGUARD BD INDEX FDS
+$377.6K
4,920
减持
KO
COCA COLA CO
-$352.9K
65,140
-6%
增持
GOOG
ALPHABET INC
+$345.3K
19,484
+3%
减持
ALL
ALLSTATE CORP
-$333.4K
12,442
-1%
减持
IGIB
ISHARES TR
-$320.1K
146,011
-7%
减持
PG
PROCTER AND GAMBLE CO
-$315.9K
69,421
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$312.6K
5,793
-4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$309.7K
5,590
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$308.8K
135,080
-4%
增持
AVGO
BROADCOM INC
+$305.9K
2,402
+9%
减持
EMXC
ISHARES INC
-$305.6K
20,696
-26%
减持
QCOM
QUALCOMM INC
+$296.4K
19,643
-2%
增持
AMAT
APPLIED MATLS INC
+$296.1K
10,801
+2%
减持
CSCO
CISCO SYS INC
+$288.8K
95,100
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$282.0K
9,136
-4%
增持
LLY
LILLY ELI & CO
-$278.3K
22,644
+3%
减持
ZTS
ZOETIS INC
+$277.5K
14,114
-0%
减持
INTC
INTEL CORP
-$277.1K
70,714
-28%
减持
WFC
WELLS FARGO CO NEW
-$259.9K
20,392
-18%
增持
TMUS
T-MOBILE US INC
+$256.3K
9,248
+20%
减持
CAT
CATERPILLAR INC
-$253.2K
20,131
-1%
建仓
IDEV
ISHARES TR
+$230.7K
3,815
减持
DUK
DUKE ENERGY CORP NEW
-$230.5K
28,724
-1%
增持
DNP
DNP SELECT INCOME FD INC
+$225.0K
24,400
+526%
减持
COP
CONOCOPHILLIPS
-$224.9K
11,940
-0%
增持
VUG
VANGUARD INDEX FDS
+$223.3K
3,683
+13%
增持
VLO
VALERO ENERGY CORP
+$222.9K
17,455
+0%
减持
—
ACCENTURE PLC IRELAND
+$222.2K
11,855
-0%
增持
IJH
ISHARES TR
+$216.8K
3,864
+25%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$215.9K
50,216
-2%
减持
TSLA
TESLA INC
+$211.5K
2,525
-0%
增持
PGR
PROGRESSIVE CORP
+$207.9K
1,725
+475%
增持
CVS
CVS HEALTH CORP
-$206.2K
13,389
+4%
增持
ITW
ILLINOIS TOOL WKS INC
+$203.8K
8,459
+0%
减持
VO
VANGUARD INDEX FDS
+$201.5K
30,404
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$199.1K
25,080
-2%
增持
NOC
NORTHROP GRUMMAN CORP
-$195.2K
2,607
+2%
增持
IWF
ISHARES TR
+$189.1K
4,966
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$188.0K
15,759
-1%
减持
T
AT&T INC
-$178.5K
94,737
-13%
减持
UNP
UNION PAC CORP
-$175.9K
29,489
-0%
减持
PM
PHILIP MORRIS INTL INC
-$175.5K
33,674
-1%
减持
WMT
WALMART INC
+$173.1K
44,458
-1%
增持
ALB
ALBEMARLE CORP
+$172.9K
6,651
+11%
减持
PH
PARKER-HANNIFIN CORP
+$172.3K
4,743
-3%
减持
YUMC
YUM CHINA HLDGS INC
-$169.3K
1,092
-75%
增持
PRU
PRUDENTIAL FINL INC
-$169.0K
21,162
+10%
减持
AXP
AMERICAN EXPRESS CO
+$168.3K
11,858
-2%
减持
UPS
UNITED PARCEL SERVICE INC
+$163.0K
9,502
-2%
建仓
VUSB
VANGUARD BD INDEX FDS
+$160.3K
3,255
减持
WU
WESTERN UN CO
-$158.0K
25,139
-21%
减持
LPLA
LPL FINL HLDGS INC
-$156.4K
9,870
-1%
建仓
ONB
OLD NATL BANCORP IND
+$154.1K
10,689
减持
ORCL
ORACLE CORP
+$153.6K
14,424
-1%
减持
—
EXXON MOBIL CORP
-$153.0K
79,603
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$150.0K
435
-82%
增持
ADI
ANALOG DEVICES INC
+$147.8K
3,995
+2%
减持
ECL
ECOLAB INC
+$147.3K
8,578
-2%
减持
AFL
AFLAC INC
-$143.0K
10,935
-7%
清仓
—
HORIZON THERAPEUTICS PUB L
-$142.3K
0
-100%
增持
HUM
HUMANA INC
+$139.6K
966
+50%
增持
IWM
ISHARES TR
+$136.3K
4,518
+18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$134.8K
8,307
+16%
增持
APD
AIR PRODS & CHEMS INC
-$133.3K
6,990
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$132.5K
3,390
+102%
减持
SYY
SYSCO CORP
-$130.8K
14,271
-12%
减持
SO
SOUTHERN CO
-$130.5K
8,856
-15%
减持
KMB
KIMBERLY-CLARK CORP
-$129.3K
17,356
-4%
建仓
SUB
ISHARES TR
+$127.7K
1,220
增持
VTV
VANGUARD INDEX FDS
+$126.4K
3,094
+44%
减持
BA
BOEING CO
+$126.1K
7,876
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$126.1K
12,875
+5%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$125.4K
1,529
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$125.0K
9,969
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$120.9K
9,239
+43%
增持
SBUX
STARBUCKS CORP
+$116.9K
20,096
+1%
增持
IWR
ISHARES TR
+$116.9K
7,766
+23%
增持
VTI
VANGUARD INDEX FDS
+$116.2K
8,955
+0%
增持
TFC
TRUIST FINL CORP
-$113.5K
13,638
+1%
增持
PFF
ISHARES TR
+$111.7K
57,816
+4%
增持
BF/B
BROWN FORMAN CORP
+$110.5K
2,185
+380%
减持
NUE
NUCOR CORP
+$110.4K
5,886
-3%
增持
EQT
EQT CORP
+$107.5K
5,225
+199%
增持
WM
WASTE MGMT INC DEL
+$107.4K
6,195
+8%
减持
CL
COLGATE PALMOLIVE CO
-$107.0K
15,318
-4%
增持
PNC
PNC FINL SVCS GROUP INC
-$103.2K
4,063
+4%
减持
KR
KROGER CO
-$102.4K
968
-71%
增持
PEP
PEPSICO INC
+$102.2K
45,368
+0%
减持
FLOT
ISHARES TR
-$100.5K
3,128
-39%
减持
AEP
AMERICAN ELEC PWR CO INC
-$100.3K
3,751
-19%
减持
ABBV
ABBVIE INC
-$97.7K
31,333
-1%
减持
SJNK
SPDR SER TR
-$97.6K
117,067
-6%
增持
URI
UNITED RENTALS INC
+$94.7K
2,082
+1%
减持
IJR
ISHARES TR
+$90.8K
76,206
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$90.8K
10,639
-0%
建仓
SHYG
ISHARES TR
+$87.9K
2,110
建仓
PFFD
GLOBAL X FDS
+$86.7K
4,365
