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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 78
减持 67
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$16.1M
41,562
-4%
减持
AAPL
APPLE INC
-$5.9M
246,106
-1%
减持
LLY
ELI LILLY & CO
+$4.4M
22,844
-1%
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
UPS
UNITED PARCEL SERVICE INC
-$3.8M
15,090
-61%
减持
AMZN
AMAZON COM INC
+$3.7M
137,461
-1%
减持
MSFT
MICROSOFT CORP
+$3.3M
80,997
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$2.9M
65,542
-1%
增持
JPM
JPMORGAN CHASE & CO
+$2.5M
72,730
+3%
减持
HD
HOME DEPOT INC
+$1.7M
56,349
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.5M
73,807
+6%
增持
IVV
ISHARES TR
+$1.4M
18,144
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
24,324
-2%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
15,402
+31%
减持
CAT
CATERPILLAR INC
+$1.3M
19,386
-2%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
13,306
+3%
增持
IJH
ISHARES TR
+$1.2M
94,458
+479%
减持
MA
MASTERCARD INCORPORATED
+$1.2M
22,867
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
7,221
-54%
减持
MRK
MERCK & CO INC
+$1.1M
52,928
-1%
减持
GOOGL
ALPHABET INC
+$1.1M
140,773
-2%
增持
—
EXXON MOBIL CORP
+$1.1M
57,406
+3%
增持
GSK
GSK PLC
+$1.1M
25,371
+2611%
增持
—
ARISTA NETWORKS INC
+$978.5K
5,944
+88%
减持
VTIP
VANGUARD MALVERN FDS
-$977.6K
14,910
-58%
减持
BA
BOEING CO
-$959.4K
5,203
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$948.3K
19,159
-3%
增持
CRM
SALESFORCE INC
+$903.8K
19,333
+3%
增持
NFLX
NETFLIX INC
+$903.7K
2,842
+68%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$888.9K
23,920
-2%
增持
AMAT
APPLIED MATLS INC
+$856.1K
12,838
+16%
增持
WMT
WALMART INC
+$836.0K
123,317
+195%
增持
ORCL
ORACLE CORP
+$765.3K
17,854
+27%
增持
SYK
STRYKER CORPORATION
+$763.7K
11,958
+2%
减持
MCD
MCDONALDS CORP
-$761.9K
43,227
-1%
增持
IEFA
ISHARES TR
+$755.3K
48,699
+20%
减持
PG
PROCTER AND GAMBLE CO
+$707.6K
60,351
-3%
增持
AVGO
BROADCOM INC
+$698.4K
2,784
+4%
减持
KO
COCA COLA CO
-$686.9K
60,483
-19%
减持
STZ
CONSTELLATION BRANDS INC
-$669.7K
1,690
-64%
减持
HON
HONEYWELL INTL INC
-$668.5K
33,937
-7%
减持
ABBV
ABBVIE INC
+$637.7K
25,412
-1%
增持
AGG
ISHARES TR
+$614.3K
57,781
+14%
减持
ADBE
ADOBE INC
-$602.0K
6,472
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$582.3K
8,402
+56%
增持
VO
VANGUARD INDEX FDS
+$564.4K
29,872
+1%
减持
VLO
VALERO ENERGY CORP
+$555.4K
15,563
-4%
增持
CVX
CHEVRON CORP NEW
+$553.4K
63,331
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$534.6K
7,348
-20%
减持
QQQ
INVESCO QQQ TR
+$524.4K
21,378
-2%
增持
SJNK
SPDR SER TR
+$522.4K
166,532
+14%
增持
—
DUPONT DE NEMOURS INC
+$521.5K
17,989
+61%
增持
PWR
QUANTA SVCS INC
+$489.0K
3,801
+65%
增持
VTI
VANGUARD INDEX FDS
+$469.0K
12,470
+7%
减持
PFE
PFIZER INC
-$463.9K
74,115
-15%
增持
IGSB
ISHARES TR
+$462.3K
166,867
+6%
增持
QCOM
QUALCOMM INC
+$443.2K
17,160
+1%
增持
PSX
PHILLIPS 66
+$441.7K
9,887
+12%
增持
—
NXP SEMICONDUCTORS N V
+$436.8K
5,863
+33%
减持
EMR
EMERSON ELEC CO
+$434.8K
35,029
-4%
减持
V
VISA INC
+$426.6K
30,618
-2%
增持
URI
UNITED RENTALS INC
+$425.1K
2,517
+4%
增持
AMP
AMERIPRISE FINL INC
+$412.8K
1,814
+80%
减持
ALB
ALBEMARLE CORP
-$405.6K
2,331
-53%
增持
MCK
MCKESSON CORP
+$402.7K
2,500
+23%
增持
CEG
CONSTELLATION ENERGY CORP
+$400.0K
5,260
+7%
建仓
TLT
ISHARES TR
+$398.8K
4,215
减持
ALL
ALLSTATE CORP
+$392.6K
12,336
-1%
增持
META
META PLATFORMS INC
+$385.6K
2,287
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$383.8K
17,909
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$382.0K
19,667
+30%
增持
NVO
NOVO-NORDISK A S
+$380.0K
3,040
+2940%
建仓
GPN
GLOBAL PMTS INC
+$367.4K
2,749
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$367.4K
198
+118%
增持
SHEL
SHELL PLC
+$360.6K
14,789
+54%
增持
BAC
BANK AMERICA CORP
+$344.7K
71,195
+2%
增持
GOOG
ALPHABET INC
+$336.3K
20,034
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$336.3K
20,149
+28%
增持
TMUS
T-MOBILE US INC
+$333.7K
15,715
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$333.2K
78,021
+0%
增持
ZTS
ZOETIS INC
-$329.5K
18,702
+6%
增持
BX
BLACKSTONE INC
+$324.0K
43,398
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$323.1K
9,029
+2%
减持
SBUX
STARBUCKS CORP
-$314.1K
15,030
-14%
减持
AFL
AFLAC INC
-$307.0K
6,835
-37%
增持
TOL
TOLL BROTHERS INC
+$306.6K
4,191
+83%
减持
CMI
CUMMINS INC
+$304.8K
6,834
-4%
减持
DIS
DISNEY WALT CO
+$293.8K
12,292
-8%
减持
INTC
INTEL CORP
-$292.9K
42,807
-1%
增持
AVB
AVALONBAY CMNTYS INC
+$292.3K
3,358
+90%
增持
UNP
UNION PAC CORP
+$291.1K
28,683
+4%
增持
EMXC
ISHARES INC
+$289.7K
37,053
+11%
增持
ADI
ANALOG DEVICES INC
+$279.0K
5,660
+34%
清仓
NPO
ENPRO INC
-$277.4K
0
-100%
减持
LPLA
LPL FINL HLDGS INC
+$277.3K
9,155
-3%
增持
MUB
ISHARES TR
+$273.4K
23,811
+13%
增持
FIS
FIDELITY NATL INFORMATION SV
+$272.7K
7,298
+63%
增持
PANW
PALO ALTO NETWORKS INC
+$265.1K
7,512
+19%
减持
NOBL
PROSHARES TR
+$264.0K
48,802
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$258.9K
7,000
-32%
增持
BF/B
BROWN FORMAN CORP
+$255.6K
5,455
+1099%
减持
APD
AIR PRODS & CHEMS INC
-$255.1K
6,911
-2%
增持
HLN
HALEON PLC
+$254.9K
30,600
+5000%
减持
MMM
3M CO
-$251.6K
24,322
-6%
增持
LOW
LOWES COS INC
+$248.7K
5,030
+8%
增持
IJR
ISHARES TR
+$240.8K
81,907
+1%
减持
AMGN
AMGEN INC
-$239.4K
28,978
-2%
减持
WEC
WEC ENERGY GROUP INC
-$232.6K
19,807
-10%
减持
HUM
HUMANA INC
-$226.9K
621
-36%
增持
EA
ELECTRONIC ARTS INC
+$224.6K
9,162
+26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$218.9K
54,573
+4%
增持
WM
WASTE MGMT INC DEL
+$214.2K
6,133
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$211.4K
2,781
+28%
增持
SPGI
S&P GLOBAL INC
+$211.3K
802
+172%
减持
GPC
GENUINE PARTS CO
+$211.1K
31,388
-7%
增持
DG
DOLLAR GEN CORP NEW
+$207.0K
3,582
+38%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$197.7K
600
-82%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$196.4K
8,255
+3%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$194.7K
3,958
减持
NTRS
NORTHERN TR CORP
-$184.4K
381
-85%
增持
J
JACOBS SOLUTIONS INC
+$183.2K
2,969
+41%
减持
AZO
AUTOZONE INC
+$177.9K
360
-3%
减持
PM
PHILIP MORRIS INTL INC
-$176.5K
30,535
-3%
减持
—
BLACKROCK INC
+$172.2K
10,865
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$170.5K
8,236
-0%
增持
COP
CONOCOPHILLIPS
+$169.5K
12,748
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$164.0K
4,466
-48%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$162.0K
1,000
减持
NEE
NEXTERA ENERGY INC
-$158.8K
195,084
-6%
增持
CI
THE CIGNA GROUP
+$152.4K
1,836
+7%
减持
RTX
RTX CORPORATION
+$151.2K
27,526
-9%
减持
TSLA
TESLA INC
-$150.0K
1,613
-8%
减持
—
LINDE PLC
+$149.6K
3,557
-3%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$148.8K
1,018
+11%
增持
ISRG
INTUITIVE SURGICAL INC
+$140.1K
1,810
+5%
减持
MPC
MARATHON PETE CORP
+$138.1K
2,686
-1%
减持
CSCO
CISCO SYS INC
-$134.4K
83,897
-2%
减持
WFC
WELLS FARGO CO NEW
+$132.9K
18,023
-3%
增持
NKE
NIKE INC
-$131.6K
10,721
+2%
增持
LULU
LULULEMON ATHLETICA INC
-$128.7K
2,262
+14%
减持
TJX
TJX COS INC NEW
+$124.4K
18,061
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$124.0K
2,692
+1%
减持
GLDM
WORLD GOLD TR
-$123.5K
15,227
-22%
减持
NUE
NUCOR CORP
+$118.4K
5,435
-1%
增持
WCN
WASTE CONNECTIONS INC
+$116.5K
858
+313%
增持
BND
VANGUARD BD INDEX FDS
+$115.7K
14,109
+14%
减持
—
ASML HOLDING N V
+$114.5K
575
-2%
增持
HYD
VANECK ETF TRUST
+$112.6K
14,776
+16%
减持
PEP
PEPSICO INC
+$112.3K
39,403
-1%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$112.0K
32,998
+16%
减持
JNJ
JOHNSON & JOHNSON
-$110.9K
67,612
-2%
