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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
增持 58
减持 90
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$5.9M
258,715
+0%
减持
NEE
NEXTERA ENERGY INC
-$4.1M
216,125
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.0M
84,195
-34%
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
-$1.9M
82,376
+1%
增持
LLY
ELI LILLY & CO
+$1.8M
22,878
+3%
减持
IGSB
ISHARES TR
-$1.8M
173,874
-17%
增持
GOOGL
ALPHABET INC
+$1.7M
145,681
+0%
增持
MCD
MCDONALDS CORP
-$1.5M
43,540
+0%
减持
AMGN
AMGEN INC
+$1.3M
31,112
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$993.5K
39,434
-1%
增持
IJH
ISHARES TR
+$938.5K
15,281
+39%
增持
IEFA
ISHARES TR
+$919.9K
36,776
+72%
增持
CVX
CHEVRON CORP NEW
+$901.5K
66,996
+1%
减持
GPC
GENUINE PARTS CO
-$901.1K
33,598
-1%
减持
RTX
RTX CORPORATION
-$895.1K
30,475
-3%
减持
PEP
PEPSICO INC
-$880.2K
43,749
-2%
减持
IEI
ISHARES TR
-$859.1K
88
-99%
减持
HON
HONEYWELL INTL INC
-$850.4K
36,296
-0%
减持
ABT
ABBOTT LABS
-$841.8K
58,179
-2%
减持
AGG
ISHARES TR
-$834.8K
49,862
-12%
减持
HYG
ISHARES TR
-$830.4K
3,404
-76%
减持
SYK
STRYKER CORPORATION
-$794.5K
11,650
-11%
减持
JNJ
JOHNSON & JOHNSON
-$774.4K
70,492
-1%
减持
IGIB
ISHARES TR
-$768.5K
127,357
-8%
减持
HD
HOME DEPOT INC
-$734.3K
60,476
-1%
减持
DIS
DISNEY WALT CO
-$731.7K
15,033
-31%
减持
XLV
SELECT SECTOR SPDR TR
-$679.6K
4,220
-54%
减持
XLP
SELECT SECTOR SPDR TR
-$673.7K
2,524
-78%
增持
MRK
MERCK & CO INC
-$652.4K
54,525
+0%
减持
BAC
BANK AMERICA CORP
-$635.4K
87,089
-17%
增持
BX
BLACKSTONE INC
+$632.3K
40,925
+1%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$618.9K
25,679
+2133%
减持
—
BLACKROCK INC
-$564.4K
11,200
-1%
减持
—
EXXON MOBIL CORP
+$547.1K
55,735
-0%
增持
CAT
CATERPILLAR INC
+$539.7K
20,007
+0%
减持
PFE
PFIZER INC
-$538.8K
101,929
-5%
减持
PG
PROCTER AND GAMBLE CO
-$533.3K
61,743
-2%
增持
—
PIONEER NAT RES CO
+$517.1K
2,794
+366%
减持
VTIP
VANGUARD MALVERN FDS
-$510.8K
37,842
-22%
增持
MCK
MCKESSON CORP
+$510.6K
1,463
+398%
减持
AMZN
AMAZON COM INC
-$487.0K
141,450
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$480.5K
9,574
-10%
增持
COST
COSTCO WHSL CORP NEW
+$471.3K
12,302
+2%
增持
VTI
VANGUARD INDEX FDS
+$465.2K
11,622
+28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$454.7K
46,193
-6%
清仓
BIL
SPDR SER TR
-$450.5K
0
-100%
增持
ADBE
ADOBE INC
+$434.0K
6,562
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$427.0K
66,090
+5%
减持
T
AT&T INC
-$411.9K
62,160
-26%
减持
CVS
CVS HEALTH CORP
-$409.6K
8,165
-42%
减持
UNH
UNITEDHEALTH GROUP INC
+$400.8K
20,102
-1%
增持
EA
ELECTRONIC ARTS INC
+$400.1K
4,467
+321%
减持
NSC
NORFOLK SOUTHN CORP
-$394.8K
9,131
-6%
减持
NVDA
NVIDIA CORPORATION
+$373.6K
43,899
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$366.5K
24,713
+2%
减持
VLO
VALERO ENERGY CORP
+$358.0K
16,493
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$354.8K
14,826
-5%
减持
V
VISA INC
-$349.8K
31,565
-1%
清仓
TLT
ISHARES TR
-$343.7K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$341.9K
13,126
+54%
增持
ALB
ALBEMARLE CORP
-$339.3K
6,669
+1%
减持
MUB
ISHARES TR
-$332.5K
23,933
-8%
增持
TMUS
T-MOBILE US INC
+$326.4K
11,747
+24%
增持
LMT
LOCKHEED MARTIN CORP
-$323.1K
6,848
+1%
减持
TIP
ISHARES TR
-$319.8K
11,882
-18%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$316.4K
61,690
-24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$303.6K
4,232
+565%
减持
MMM
3M CO
-$302.1K
28,190
-4%
减持
CRM
SALESFORCE INC
-$302.0K
18,844
-3%
减持
IJJ
ISHARES TR
-$293.5K
16,035
-10%
增持
AXP
AMERICAN EXPRESS CO
-$290.8K
11,648
+0%
减持
SBUX
STARBUCKS CORP
-$283.4K
18,600
-7%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$283.2K
77,537
-16%
增持
VO
VANGUARD INDEX FDS
-$283.0K
29,693
+1%
增持
—
ARISTA NETWORKS INC
+$283.0K
2,343
+157%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$282.5K
55,991
-5%
减持
PM
PHILIP MORRIS INTL INC
-$270.9K
32,471
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$266.5K
8,272
-6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$257.4K
928
+128%
减持
BIV
VANGUARD BD INDEX FDS
-$252.8K
10,300
-22%
增持
NFLX
NETFLIX INC
+$250.9K
1,305
+138%
减持
WEC
WEC ENERGY GROUP INC
-$250.2K
22,698
-4%
增持
COP
CONOCOPHILLIPS
+$247.7K
13,061
+3%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$247.6K
1,620
-74%
减持
D
DOMINION ENERGY INC
-$229.2K
14,615
-14%
增持
ZTS
ZOETIS INC
+$227.8K
16,147
+8%
增持
EMXC
ISHARES INC
+$225.8K
30,331
+23%
增持
—
NXP SEMICONDUCTORS N V
+$219.4K
3,882
+43%
减持
QCOM
QUALCOMM INC
-$218.6K
17,807
-3%
增持
NOBL
PROSHARES TR
-$216.8K
49,905
+1%
增持
—
DUPONT DE NEMOURS INC
+$209.0K
6,488
+69%
减持
PFF
ISHARES TR
-$207.1K
43,690
-11%
减持
CMI
CUMMINS INC
-$204.3K
7,316
-4%
减持
IHI
ISHARES TR
-$200.9K
16,833
-7%
减持
BA
BOEING CO
-$194.7K
7,608
-3%
增持
PRU
PRUDENTIAL FINL INC
+$191.3K
20,813
+3%
减持
EMR
EMERSON ELEC CO
+$191.3K
38,076
-1%
减持
ECL
ECOLAB INC
-$191.1K
7,912
-4%
减持
LPLA
LPL FINL HLDGS INC
+$189.5K
9,641
-0%
增持
AVB
AVALONBAY CMNTYS INC
+$186.1K
1,198
+1052%
减持
ED
CONSOLIDATED EDISON INC
-$167.9K
28,248
-1%
增持
J
JACOBS SOLUTIONS INC
+$163.9K
1,292
+1130%
增持
PWR
QUANTA SVCS INC
+$163.8K
1,489
+155%
减持
HYD
VANECK ETF TRUST
-$161.6K
14,701
-15%
增持
XLK
SELECT SECTOR SPDR TR
-$160.5K
17,160
+0%
减持
GOOG
ALPHABET INC
+$160.1K
21,252
-3%
增持
GLDM
WORLD GOLD TR
+$158.7K
19,132
+34%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$157.9K
8,209
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$157.8K
14,021
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$157.1K
25,001
-1%
增持
PSX
PHILLIPS 66
+$155.1K
6,070
+1%
减持
PANW
PALO ALTO NETWORKS INC
-$154.7K
6,082
-2%
增持
MAR
MARRIOTT INTL INC NEW
+$154.0K
1,521
+93%
减持
CLX
CLOROX CO DEL
-$151.1K
3,432
-9%
增持
KO
COCA COLA CO
-$150.5K
73,239
+4%
减持
CSCO
CISCO SYS INC
+$146.7K
87,816
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$145.7K
4,140
-7%
减持
WM
WASTE MGMT INC DEL
-$144.7K
6,237
-1%
增持
QQQ
INVESCO QQQ TR
-$143.1K
21,916
+1%
减持
MO
ALTRIA GROUP INC
-$139.6K
33,546
-2%
减持
SYY
SYSCO CORP
-$138.4K
14,072
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$130.6K
1,675
-51%
增持
IJR
ISHARES TR
-$129.2K
80,335
+4%
减持
DEO
DIAGEO PLC
-$127.7K
3,979
-4%
增持
NKE
NIKE INC
-$126.1K
10,508
+3%
增持
AMP
AMERIPRISE FINL INC
+$122.8K
842
+81%
减持
TGNA
TEGNA INC
-$120.9K
940
-89%
减持
TFC
TRUIST FINL CORP
-$120.5K
9,233
-27%
增持
—
MEDTRONIC PLC
+$120.0K
6,536
+47%
减持
IWF
ISHARES TR
-$118.2K
7,564
-2%
减持
MS
MORGAN STANLEY
-$115.9K
22,591
-2%
减持
PPL
PPL CORP
-$115.1K
2,388
-63%
增持
DHR
DANAHER CORPORATION
+$111.9K
3,443
+11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$110.7K
8,906
-1%
减持
OUSA
ALPS ETF TR
-$109.6K
35,220
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$109.3K
69
+763%
增持
META
META PLATFORMS INC
+$107.1K
1,891
+18%
增持
DE
DEERE & CO
-$105.8K
4,023
+0%
减持
GLW
CORNING INC
-$105.5K
20,463
-2%
减持
CME
CME GROUP INC
-$104.6K
750
-45%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$101.8K
10,431
+2%
减持
IWR
ISHARES TR
-$100.7K
6,709
-13%
增持
—
INVESCO LTD
+$98.0K
8,778
+400%
减持
CL
COLGATE PALMOLIVE CO
-$97.5K
15,137
-1%
减持
—
LINDE PLC
-$97.2K
3,673
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$97.2K
5,525
-11%
减持
HCA
HCA HEALTHCARE INC
-$97.2K
1,590
-1%
减持
—
LAM RESEARCH CORP
-$96.8K
624
-18%
增持
TOL
TOLL BROTHERS INC
+$95.0K
1,347
+2222%
减持
NUE
NUCOR CORP
-$94.6K
5,558
-5%
