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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 1
增持 64
减持 84
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$4.8M
81,871
-1%
减持
AAPL
APPLE INC
+$3.8M
249,838
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
66,120
+0%
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
AMZN
AMAZON COM INC
+$3.1M
138,814
-2%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
43,270
-1%
减持
CVX
CHEVRON CORP NEW
-$1.9M
63,264
-6%
减持
—
BLACKROCK INC
+$1.6M
10,946
-2%
减持
HD
HOME DEPOT INC
+$1.6M
57,465
-5%
减持
JPM
JPMORGAN CHASE & CO
+$1.6M
70,656
-2%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
12,875
+5%
增持
MCD
MCDONALDS CORP
+$1.5M
43,674
+0%
增持
IVV
ISHARES TR
+$1.4M
17,013
+8%
增持
IJR
ISHARES TR
+$1.2M
81,400
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
69,657
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.1M
24,479
-1%
增持
LLY
ELI LILLY & CO
+$1.1M
23,018
+1%
减持
QQQ
INVESCO QQQ TR
+$1.1M
21,898
-0%
减持
CRM
SALESFORCE INC
+$1.1M
18,693
-1%
减持
GOOGL
ALPHABET INC
+$1.1M
144,026
-1%
增持
BX
BLACKSTONE INC
+$992.4K
41,072
+0%
增持
—
EXXON MOBIL CORP
-$972.1K
55,823
+0%
增持
HON
HONEYWELL INTL INC
+$928.8K
36,403
+0%
减持
PFE
PFIZER INC
-$860.4K
87,550
-14%
减持
V
VISA INC
+$858.0K
31,182
-1%
增持
AVGO
BROADCOM INC
+$795.5K
2,680
+1%
减持
VO
VANGUARD INDEX FDS
+$716.1K
29,657
-0%
增持
IJH
ISHARES TR
+$712.8K
16,320
+7%
减持
UNP
UNION PAC CORP
+$689.6K
27,534
-8%
增持
ZTS
ZOETIS INC
+$684.8K
17,703
+10%
增持
SJNK
SPDR SER TR
+$684.1K
146,282
+20%
减持
MA
MASTERCARD INCORPORATED
+$652.2K
23,020
-1%
减持
PEP
PEPSICO INC
-$629.3K
39,941
-9%
减持
ABT
ABBOTT LABS
+$615.6K
56,784
-2%
减持
INTC
INTEL CORP
+$609.9K
43,457
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$596.2K
32,794
+12%
增持
TMUS
T-MOBILE US INC
+$586.1K
13,917
+18%
减持
IGSB
ISHARES TR
-$569.5K
157,868
-9%
增持
—
ACCENTURE PLC IRELAND
+$547.0K
12,061
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$533.0K
17,384
+1%
减持
ADBE
ADOBE INC
+$521.8K
6,483
-1%
减持
BA
BOEING CO
+$505.3K
7,533
-1%
增持
IEFA
ISHARES TR
+$492.6K
40,642
+11%
减持
QCOM
QUALCOMM INC
+$484.4K
17,023
-4%
增持
JNK
SPDR SER TR
+$468.2K
12,938
+54%
增持
AXP
AMERICAN EXPRESS CO
+$462.2K
11,743
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$456.8K
43,350
-6%
增持
EA
ELECTRONIC ARTS INC
+$453.1K
7,243
+62%
增持
PSX
PHILLIPS 66
+$443.9K
8,812
+45%
增持
PANW
PALO ALTO NETWORKS INC
+$443.4K
6,339
+4%
减持
ALB
ALBEMARLE CORP
-$421.3K
4,933
-26%
减持
AMT
AMERICAN TOWER CORP NEW
+$412.1K
9,202
-4%
减持
CSCO
CISCO SYS INC
-$399.3K
85,544
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$390.8K
8,863
-0%
减持
CAT
CATERPILLAR INC
+$389.4K
19,790
-1%
减持
—
AON PLC
-$379.7K
6,300
-8%
增持
SHEL
SHELL PLC
+$374.5K
9,588
+141%
增持
—
DUPONT DE NEMOURS INC
+$373.8K
11,149
+72%
增持
URI
UNITED RENTALS INC
+$372.8K
2,424
+6%
增持
AGG
ISHARES TR
+$355.8K
50,829
+2%
减持
WMT
WALMART INC
-$348.9K
41,763
-4%
减持
SYY
SYSCO CORP
-$345.5K
7,985
-43%
增持
LMT
LOCKHEED MARTIN CORP
+$341.3K
6,932
+1%
减持
RTX
RTX CORPORATION
+$340.1K
30,109
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$339.9K
15,608
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$334.7K
8,240
-0%
增持
SYK
STRYKER CORPORATION
+$332.1K
11,740
+1%
增持
EMXC
ISHARES INC
+$332.0K
33,269
+10%
增持
LULU
LULULEMON ATHLETICA INC
+$330.6K
1,980
+12%
增持
NFLX
NETFLIX INC
+$329.6K
1,689
+29%
减持
TIP
ISHARES TR
-$314.8K
8,537
-28%
增持
—
ARISTA NETWORKS INC
+$314.2K
3,164
+35%
减持
PH
PARKER-HANNIFIN CORP
+$313.0K
4,643
-1%
减持
NSC
NORFOLK SOUTHN CORP
+$312.2K
8,928
-2%
增持
VTI
VANGUARD INDEX FDS
+$303.3K
11,685
+1%
增持
MCK
MCKESSON CORP
+$303.2K
2,029
+39%
增持
AMAT
APPLIED MATLS INC
+$300.6K
11,054
+3%
减持
ABBV
ABBVIE INC
-$299.9K
25,746
-11%
减持
UNH
UNITEDHEALTH GROUP INC
+$291.0K
19,804
-1%
增持
KO
COCA COLA CO
+$287.4K
74,449
+2%
减持
CLX
CLOROX CO DEL
-$285.1K
1,155
-66%
增持
DG
DOLLAR GEN CORP NEW
+$281.8K
2,589
+290%
减持
IWF
ISHARES TR
+$270.6K
7,529
-0%
减持
NOBL
PROSHARES TR
+$265.9K
49,212
-1%
增持
MS
MORGAN STANLEY
+$261.8K
22,593
+0%
增持
FIS
FIDELITY NATL INFORMATION SV
+$257.3K
4,473
+2071%
减持
NEE
NEXTERA ENERGY INC
+$244.8K
207,879
-4%
增持
—
NXP SEMICONDUCTORS N V
+$239.8K
4,423
+14%
减持
VLO
VALERO ENERGY CORP
-$236.2K
16,162
-2%
增持
PRU
PRUDENTIAL FINL INC
+$227.0K
21,232
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$221.8K
15,691
+20%
减持
MRK
MERCK & CO INC
+$221.0K
53,516
-2%
增持
PWR
QUANTA SVCS INC
+$220.0K
2,310
+55%
减持
VZ
VERIZON COMMUNICATIONS INC
+$211.8K
77,999
-7%
减持
GPC
GENUINE PARTS CO
-$199.1K
33,587
-0%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$194.2K
3,175
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$193.0K
5,392
+27%
减持
MMM
3M CO
+$192.2K
25,900
-8%
增持
MAR
MARRIOTT INTL INC NEW
+$191.3K
2,174
+43%
减持
IJJ
ISHARES TR
+$176.0K
15,735
-2%
减持
JNJ
JOHNSON & JOHNSON
-$172.7K
68,945
-2%
减持
BDX
BECTON DICKINSON & CO
-$172.0K
5,298
-6%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$168.5K
0
-100%
减持
MUB
ISHARES TR
-$165.4K
21,111
-12%
减持
KMB
KIMBERLY-CLARK CORP
-$157.8K
13,447
-9%
增持
META
META PLATFORMS INC
+$157.2K
2,048
+8%
增持
LEN
LENNAR CORP
+$156.0K
2,463
+31%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$153.3K
13,685
-2%
减持
LPLA
LPL FINL HLDGS INC
-$149.7K
9,408
-2%
减持
ECL
ECOLAB INC
-$147.0K
6,016
-24%
减持
WM
WASTE MGMT INC DEL
+$142.3K
6,103
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$141.5K
2,557
-1%
减持
EMR
EMERSON ELEC CO
-$138.9K
36,352
-5%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$138.6K
75,428
-3%
增持
TOL
TOLL BROTHERS INC
+$136.0K
2,292
+70%
减持
TSLA
TESLA INC
-$134.7K
1,745
-23%
减持
NKE
NIKE INC
+$134.3K
10,492
-0%
减持
—
LINDE PLC
+$134.3K
3,657
-0%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$133.1K
42,552
-31%
增持
IWM
ISHARES TR
+$129.9K
4,940
+1%
减持
ED
CONSOLIDATED EDISON INC
+$129.6K
27,983
-1%
增持
VBR
VANGUARD INDEX FDS
+$129.0K
4,818
+4%
增持
ISRG
INTUITIVE SURGICAL INC
+$127.2K
1,726
+11%
增持
AVB
AVALONBAY CMNTYS INC
+$125.1K
1,767
+47%
减持
DE
DEERE & CO
-$123.9K
3,487
-13%
减持
ITW
ILLINOIS TOOL WKS INC
+$120.8K
7,759
-7%
减持
OUSA
ALPS ETF TR
+$118.8K
34,619
-2%
增持
INTU
INTUIT
+$117.0K
994
+1%
减持
AMGN
AMGEN INC
+$116.8K
29,437
-5%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$114.7K
28,394
+11%
增持
ADI
ANALOG DEVICES INC
+$114.2K
4,233
+2%
减持
COP
CONOCOPHILLIPS
-$111.6K
12,519
-4%
减持
PFF
ISHARES TR
-$110.9K
38,677
-11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$109.8K
8,006
-2%
增持
GE
GENERAL ELECTRIC CO
+$109.7K
4,790
+6%
减持
SCHW
SCHWAB CHARLES CORP
+$107.5K
15,126
-11%
减持
IHI
ISHARES TR
-$107.3K
13,139
-22%
减持
DVY
ISHARES TR
+$106.8K
12,218
-1%
减持
DHR
DANAHER CORPORATION
-$106.5K
3,232
-6%
增持
—
ASML HOLDING N V
+$105.1K
586
+2%
增持
AMP
AMERIPRISE FINL INC
+$104.9K
1,007
+20%
增持
—
LAM RESEARCH CORP
+$103.9K
632
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$102.5K
10,164
-3%
减持
KLAC
KLA CORP
+$102.1K
1,214
-8%
减持
STZ
CONSTELLATION BRANDS INC
-$101.5K
4,670
-5%
增持
—
INVESCO LTD
+$99.2K
12,703
+45%
减持
VTIP
VANGUARD MALVERN FDS
-$97.6K
35,620
-6%
减持
CL
COLGATE PALMOLIVE CO
+$97.2K
14,723
-3%
增持
J
JACOBS SOLUTIONS INC
+$96.9K
2,105
+63%
减持
EXC
EXELON CORP
-$96.4K
13,024
-13%
增持
CHD
CHURCH & DWIGHT CO INC
+$95.2K
15,298
+4%
