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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 55
减持 84
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.6M
258,582
+3%
增持
NVDA
NVIDIA CORPORATION
+$6.4M
44,258
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$5.3M
39,833
+319%
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
MSFT
MICROSOFT CORP
+$5.0M
81,909
+3%
减持
AMZN
AMAZON COM INC
+$3.7M
141,670
-1%
减持
—
EXXON MOBIL CORP
-$2.7M
56,002
-30%
减持
LLY
LILLY ELI & CO
+$2.7M
22,287
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
65,832
+27%
减持
IGSB
ISHARES TR
-$2.3M
208,613
-17%
减持
GOOGL
ALPHABET INC
+$2.3M
145,369
-0%
增持
IVV
ISHARES TR
+$2.1M
15,137
+33%
增持
IJH
ISHARES TR
+$1.9M
10,983
+184%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.8M
8
+60%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
71,369
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$1.1M
48,502
-31%
减持
DIS
DISNEY WALT CO
-$1.1M
21,843
-27%
增持
MCD
MCDONALDS CORP
+$1.0M
43,474
+2%
增持
IEFA
ISHARES TR
+$947.6K
21,432
+187%
增持
IWF
ISHARES TR
+$916.8K
7,741
+56%
建仓
FNWD
FINWARD BANCORP
+$866.6K
39,392
增持
IEI
ISHARES TR
+$848.1K
7,540
+4136%
减持
HD
HOME DEPOT INC
+$834.6K
61,189
-1%
减持
NEE
NEXTERA ENERGY INC
-$805.8K
222,568
-1%
减持
AMGN
AMGEN INC
-$798.8K
31,713
-2%
减持
AGG
ISHARES TR
-$792.5K
56,394
-11%
减持
QQQ
INVESCO QQQ TR
+$790.1K
21,642
-4%
减持
PG
PROCTER AND GAMBLE CO
-$783.1K
62,865
-9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$757.7K
5,955
+7%
增持
ABBV
ABBVIE INC
-$752.5K
31,478
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$710.4K
25,222
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$699.6K
9,213
+128%
减持
INTC
INTEL CORP
-$693.6K
48,343
-32%
减持
JNJ
JOHNSON & JOHNSON
+$690.1K
71,010
-1%
增持
COST
COSTCO WHSL CORP NEW
+$685.4K
12,034
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$673.5K
11,425
+391%
增持
AVGO
BROADCOM INC
+$663.2K
2,541
+6%
减持
CVX
CHEVRON CORP NEW
-$645.9K
66,065
-2%
减持
XLC
SELECT SECTOR SPDR TR
-$635.6K
6,216
-65%
增持
SYK
STRYKER CORPORATION
+$631.2K
13,039
+11%
减持
XLY
SELECT SECTOR SPDR TR
-$630.9K
900
-83%
减持
PFE
PFIZER INC
-$628.3K
106,864
-4%
增持
BIV
VANGUARD BD INDEX FDS
+$620.1K
13,261
+170%
增持
GOOG
ALPHABET INC
+$615.6K
21,840
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$611.5K
8,532
+1861%
减持
MA
MASTERCARD INCORPORATED
+$583.7K
23,359
-1%
减持
IGIB
ISHARES TR
-$523.0K
137,719
-6%
减持
HON
HONEYWELL INTL INC
+$493.2K
36,413
-1%
减持
ESG
FLEXSHARES TR
-$490.9K
500
-91%
减持
SPY
SPDR S&P 500 ETF TR
-$485.4K
62,771
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$479.6K
128,358
-5%
减持
T
AT&T INC
-$478.2K
84,358
-11%
减持
VLO
VALERO ENERGY CORP
-$457.5K
16,873
-3%
建仓
BIL
SPDR SER TR
+$450.5K
4,906
减持
TIP
ISHARES TR
-$429.3K
14,423
-20%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$427.1K
92,060
-27%
增持
PANW
PALO ALTO NETWORKS INC
+$423.5K
6,186
+7%
减持
CSCO
CISCO SYS INC
-$397.0K
88,410
-7%
清仓
UPRO
PROSHARES TR
-$394.2K
0
-100%
增持
V
VISA INC
+$391.9K
32,045
+0%
减持
MMM
3M CO
-$381.3K
29,386
-7%
减持
ABT
ABBOTT LABS
+$377.6K
59,406
-1%
减持
GLW
CORNING INC
-$370.3K
20,806
-33%
建仓
SPSM
SPDR SER TR
+$360.6K
9,285
清仓
—
SPDR SER TR
-$351.1K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$344.7K
49,034
-2%
建仓
TLT
ISHARES TR
+$343.7K
3,339
增持
IJR
ISHARES TR
+$338.1K
77,343
+1%
减持
ORCL
ORACLE CORP
+$326.9K
13,999
-3%
减持
MS
MORGAN STANLEY
-$317.7K
22,962
-12%
减持
CAT
CATERPILLAR INC
+$315.5K
20,005
-1%
减持
QCOM
QUALCOMM INC
-$309.8K
18,450
-6%
增持
META
META PLATFORMS INC
+$309.7K
1,605
+125%
减持
WMT
WALMART INC
+$296.8K
43,594
-2%
减持
MRK
MERCK & CO INC
+$293.0K
54,301
-3%
减持
PFF
ISHARES TR
-$280.7K
49,284
-15%
减持
DUK
DUKE ENERGY CORP NEW
-$277.9K
27,781
-3%
减持
ED
CONSOLIDATED EDISON INC
-$273.8K
28,583
-4%
减持
—
ACCENTURE PLC IRELAND
+$269.3K
11,853
-0%
减持
PSX
PHILLIPS 66
-$264.9K
6,020
-27%
增持
EMXC
ISHARES INC
+$264.6K
24,732
+20%
减持
XLK
SELECT SECTOR SPDR TR
-$257.8K
17,103
-20%
减持
PH
PARKER-HANNIFIN CORP
+$238.2K
4,698
-1%
建仓
NPO
ENPRO INDS INC
+$236.3K
1,770
增持
ZTS
ZOETIS INC
+$232.3K
14,990
+6%
增持
BX
BLACKSTONE INC
+$232.0K
40,362
+1%
减持
—
BLACKROCK INC
+$226.6K
11,293
-0%
减持
AMAT
APPLIED MATLS INC
+$218.9K
10,693
-1%
增持
NFLX
NETFLIX INC
+$211.8K
549
+531%
减持
WEC
WEC ENERGY GROUP INC
-$211.1K
23,555
-2%
增持
KO
COCA COLA CO
+$209.8K
70,581
+8%
减持
GLDM
WORLD GOLD TR
-$192.1K
14,247
-24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$189.1K
59,126
+5%
减持
KMB
KIMBERLY-CLARK CORP
-$183.0K
15,548
-10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$182.5K
6,327
+109%
增持
VTI
VANGUARD INDEX FDS
+$175.7K
9,095
+2%
减持
DVY
ISHARES TR
-$161.4K
12,295
-7%
减持
PAYX
PAYCHEX INC
-$158.0K
27,004
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$154.5K
24,329
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$151.9K
6,785
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$147.0K
20,253
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$142.2K
4,704
+153%
建仓
GM
GENERAL MTRS CO
+$138.8K
3,600
增持
COP
CONOCOPHILLIPS
+$132.4K
12,711
+6%
减持
VYM
VANGUARD WHITEHALL FDS
-$131.7K
5,045
-20%
减持
AMD
ADVANCED MICRO DEVICES INC
+$131.0K
9,011
-1%
减持
TSLA
TESLA INC
+$129.3K
2,495
-1%
减持
BAC
BANK AMERICA CORP
-$127.5K
105,259
-4%
增持
NKE
NIKE INC
-$124.4K
10,246
+0%
减持
MUB
ISHARES TR
-$121.6K
26,109
-3%
减持
—
JPMORGAN CHASE & CO
-$119.4K
1,083
-83%
减持
AMT
AMERICAN TOWER CORP NEW
-$119.0K
10,596
-0%
增持
URI
UNITED RENTALS INC
+$116.6K
2,112
+1%
增持
EA
ELECTRONIC ARTS INC
+$114.6K
1,062
+453%
增持
SHW
SHERWIN WILLIAMS CO
+$114.0K
2,693
+1%
减持
LOW
LOWES COS INC
+$112.6K
4,617
-1%
减持
SBUX
STARBUCKS CORP
-$111.6K
19,998
-0%
减持
ECL
ECOLAB INC
+$111.5K
8,203
-4%
减持
BF/B
BROWN FORMAN CORP
-$110.0K
455
-79%
增持
IWM
ISHARES TR
+$106.9K
4,875
+8%
减持
WFC
WELLS FARGO CO NEW
+$105.4K
20,330
-0%
增持
DE
DEERE & CO
+$105.0K
4,008
+9%
减持
LPLA
LPL FINL HLDGS INC
+$104.0K
9,666
-2%
增持
VB
VANGUARD INDEX FDS
+$103.5K
1,544
+44%
增持
—
LAM RESEARCH CORP
+$102.0K
759
+4%
增持
—
ARISTA NETWORKS INC
+$101.8K
913
+232%
减持
SHEL
SHELL PLC
-$101.7K
3,982
-33%
增持
APD
AIR PRODS & CHEMS INC
+$101.1K
7,040
+1%
减持
TJX
TJX COS INC NEW
+$98.7K
20,037
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$97.8K
16,325
+3%
减持
SO
SOUTHERN CO
-$95.2K
7,416
-16%
增持
—
NXP SEMICONDUCTORS N V
+$94.6K
2,720
+10%
减持
WU
WESTERN UN CO
-$93.9K
15,890
-37%
清仓
ESGD
ISHARES TR
-$92.7K
0
-100%
减持
TGT
TARGET CORP
-$90.5K
2,310
-3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$90.0K
3,539
+2%
减持
TROW
PRICE T ROWE GROUP INC
-$89.5K
5,940
-11%
减持
IDEV
ISHARES TR
-$88.2K
2,332
-39%
减持
CLX
CLOROX CO DEL
-$87.6K
3,778
-13%
减持
SUB
ISHARES TR
-$87.1K
390
-68%
清仓
PFFD
GLOBAL X FDS
-$86.7K
0
-100%
减持
UNP
UNION PAC CORP
+$84.8K
29,419
-0%
增持
WM
WASTE MGMT INC DEL
+$84.7K
6,317
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$82.3K
16,054
+2%
增持
SJNK
SPDR SER TR
+$81.7K
121,038
+3%
建仓
GNR
SPDR INDEX SHS FDS
+$80.9K
1,500
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$80.8K
10,224
+3%
减持
TFC
TRUIST FINL CORP
-$80.4K
12,675
-7%
减持
NOBL
PROSHARES TR
+$78.5K
49,172
-2%
增持
PPG
PPG INDS INC
+$78.2K
4,998
+1%
减持
BND
VANGUARD BD INDEX FDS
-$78.1K
12,777
-6%
