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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 85
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$12.3M
403,392
+871%
增持
AAPL
APPLE INC
+$9.9M
247,181
+0%
增持
GOOGL
ALPHABET INC
+$4.8M
142,859
+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。
增持
IVV
ISHARES TR
+$3.3M
23,517
+30%
增持
MSFT
MICROSOFT CORP
+$2.8M
82,412
+2%
减持
LLY
ELI LILLY & CO
+$2.6M
22,513
-1%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
7,383
+211%
减持
HD
HOME DEPOT INC
-$2.3M
56,197
-0%
增持
AMZN
AMAZON COM INC
+$2.1M
139,237
+1%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
13,929
+5%
增持
AGG
ISHARES TR
+$1.9M
77,845
+35%
增持
SJNK
SPDR SER TR
+$1.6M
232,592
+40%
增持
NEE
NEXTERA ENERGY INC
+$1.6M
198,295
+2%
增持
AVGO
BROADCOM INC
+$1.5M
3,202
+15%
减持
MCD
MCDONALDS CORP
-$1.4M
42,476
-2%
增持
WM
WASTE MGMT INC DEL
+$1.2M
11,658
+90%
减持
CRM
SALESFORCE INC
-$1.1M
18,352
-5%
增持
WMT
WALMART INC
+$997.7K
124,319
+1%
增持
IGIB
ISHARES TR
+$973.2K
140,717
+16%
减持
JNJ
JOHNSON & JOHNSON
-$932.6K
66,796
-1%
减持
MMM
3M CO
-$927.7K
16,167
-34%
减持
SPY
SPDR S&P 500 ETF TR
+$919.3K
64,684
-1%
减持
INTC
INTEL CORP
-$912.5K
31,588
-26%
减持
SBUX
STARBUCKS CORP
-$896.4K
6,129
-59%
增持
AMGN
AMGEN INC
+$887.0K
29,208
+1%
增持
ORCL
ORACLE CORP
+$837.8K
21,816
+22%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$836.4K
23,310
-3%
减持
CAT
CATERPILLAR INC
-$836.3K
18,815
-3%
增持
NFLX
NETFLIX INC
+$723.8K
3,630
+28%
增持
SCHD
SCHWAB STRATEGIC TR
+$697.6K
31,376
+45%
增持
NVO
NOVO-NORDISK A S
+$668.7K
7,419
+144%
增持
—
ARISTA NETWORKS INC
+$654.7K
6,786
+14%
减持
ABT
ABBOTT LABS
-$640.5K
53,906
-2%
增持
GOOG
ALPHABET INC
+$640.4K
20,122
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$638.3K
10,249
+22%
清仓
—
PIONEER NAT RES CO
-$632.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$610.5K
12,101
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$585.5K
8,023
+7%
减持
GPC
GENUINE PARTS CO
-$578.2K
30,977
-1%
减持
BA
BOEING CO
-$553.3K
2,477
-52%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$553.2K
40,398
-2%
增持
PG
PROCTER AND GAMBLE CO
+$552.0K
62,721
+4%
减持
ZTS
ZOETIS INC
-$545.6K
15,107
-19%
减持
CVS
CVS HEALTH CORP
-$534.4K
120
-98%
减持
QQQ
INVESCO QQQ TR
+$527.6K
20,913
-2%
减持
V
VISA INC
-$526.7K
30,549
-0%
减持
IJR
ISHARES TR
-$523.9K
79,959
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$481.1K
18,614
+4%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$442.6K
106,745
-10%
增持
MA
MASTERCARD INCORPORATED
-$434.8K
23,976
+5%
减持
STZ
CONSTELLATION BRANDS INC
-$433.5K
100
-94%
增持
PWR
QUANTA SVCS INC
+$422.7K
5,550
+46%
减持
QCOM
QUALCOMM INC
+$417.7K
16,683
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$398.6K
19,394
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$395.4K
8,357
-3%
减持
AMAT
APPLIED MATLS INC
+$378.3K
12,822
-0%
增持
SO
SOUTHERN CO
+$377.1K
11,709
+58%
增持
PEP
PEPSICO INC
-$373.1K
39,549
+0%
减持
NOBL
PROSHARES TR
-$368.8K
47,646
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$359.0K
1,512
+84%
增持
MCK
MCKESSON CORP
+$355.1K
2,906
+16%
增持
CTAS
CINTAS CORP
+$353.0K
509
+10080%
减持
ABBV
ABBVIE INC
-$352.4K
24,925
-2%
增持
DHR
DANAHER CORPORATION
+$349.0K
4,592
+44%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$343.9K
62,359
+14%
增持
SYY
SYSCO CORP
+$335.9K
13,785
+73%
增持
APD
AIR PRODS & CHEMS INC
+$329.7K
7,766
+12%
增持
IEFA
ISHARES TR
+$325.8K
54,243
+11%
增持
TMUS
T-MOBILE US INC
+$325.2K
16,405
+4%
减持
PH
PARKER-HANNIFIN CORP
-$318.8K
3,642
-6%
建仓
DKS
DICKS SPORTING GOODS INC
+$312.8K
1,456
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$298.8K
74,275
+1%
增持
BX
BLACKSTONE INC
-$298.1K
43,644
+1%
增持
MRK
MERCK & CO INC
-$292.5K
54,050
+2%
增持
VNQ
VANGUARD INDEX FDS
+$289.7K
7,189
+99%
增持
ECL
ECOLAB INC
+$285.0K
5,899
+22%
减持
ITW
ILLINOIS TOOL WKS INC
-$276.1K
7,808
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$275.6K
73,388
+1%
减持
EMR
EMERSON ELEC CO
-$271.4K
33,602
-4%
增持
TJX
TJX COS INC NEW
+$270.7K
19,096
+6%
增持
—
EXXON MOBIL CORP
+$269.0K
60,301
+5%
增持
SHEL
SHELL PLC
+$267.9K
17,448
+18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$267.3K
72,901
-7%
减持
VLO
VALERO ENERGY CORP
-$261.0K
15,281
-2%
增持
META
META PLATFORMS INC
+$259.4K
2,717
+19%
减持
PFE
PFIZER INC
-$256.9K
64,326
-13%
增持
EA
ELECTRONIC ARTS INC
+$250.8K
10,524
+15%
减持
AMT
AMERICAN TOWER CORP NEW
-$249.1K
6,188
-16%
增持
ENB
ENBRIDGE INC
+$244.3K
7,571
+991%
减持
LULU
LULULEMON ATHLETICA INC
-$236.4K
2,167
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$235.6K
34,896
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$227.2K
12,762
+7%
增持
—
NXP SEMICONDUCTORS N V
+$225.6K
6,237
+6%
减持
NUE
NUCOR CORP
-$225.3K
5,379
-1%
增持
DIS
DISNEY WALT CO
-$223.2K
12,900
+5%
增持
KO
COCA COLA CO
+$223.0K
61,640
+2%
增持
AMP
AMERIPRISE FINL INC
+$218.4K
2,373
+31%
减持
ADBE
ADOBE INC
+$215.2K
6,266
-3%
增持
UNP
UNION PAC CORP
-$214.4K
30,229
+5%
增持
IGSB
ISHARES TR
+$213.6K
171,166
+3%
建仓
SPIB
SPDR SER TR
+$206.4K
6,340
建仓
GEV
GE VERNOVA INC
+$205.1K
1,196
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$201.7K
12,406
+6166%
增持
IJH
ISHARES TR
+$200.5K
101,468
+7%
减持
COP
CONOCOPHILLIPS
-$198.9K
12,447
-2%
增持
AXP
AMERICAN EXPRESS CO
+$195.8K
15,991
+4%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$194.7K
0
-100%
减持
ALL
ALLSTATE CORP
-$194.1K
12,152
-1%
减持
LOW
LOWES COS INC
-$192.4K
4,939
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$189.6K
843
+189%
增持
SYK
STRYKER CORPORATION
-$188.9K
12,022
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$188.8K
7,893
-4%
增持
ROK
ROCKWELL AUTOMATION INC
+$186.7K
931
+290%
增持
AVB
AVALONBAY CMNTYS INC
+$185.4K
3,908
+16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$184.7K
9,411
+14%
增持
URI
UNITED RENTALS INC
-$182.0K
2,525
+0%
减持
ALB
ALBEMARLE CORP
-$180.8K
1,322
-43%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$180.4K
26,373
-20%
减持
CMI
CUMMINS INC
-$180.1K
6,621
-3%
减持
CMCSA
COMCAST CORP NEW
-$176.6K
23,093
-7%
减持
NOC
NORTHROP GRUMMAN CORP
-$174.4K
2,390
-6%
增持
CSCO
CISCO SYS INC
-$169.0K
84,579
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$168.9K
8,122
+82%
减持
PM
PHILIP MORRIS INTL INC
+$167.2K
29,259
-4%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$165.7K
58,354
-17%
减持
IEMG
ISHARES INC
-$163.3K
2,036
-61%
增持
OKE
ONEOK INC NEW
+$163.1K
3,689
+115%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$162.0K
0
-100%
减持
ADI
ANALOG DEVICES INC
+$160.1K
5,606
-1%
减持
WY
WEYERHAEUSER CO MTN BE
-$160.0K
15,263
-8%
增持
—
DUPONT DE NEMOURS INC
+$157.6K
19,093
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$150.8K
3,526
+27%
增持
ISRG
INTUITIVE SURGICAL INC
+$148.7K
1,958
+8%
增持
NKE
NIKE INC
-$147.8K
11,407
+6%
减持
WEC
WEC ENERGY GROUP INC
-$146.6K
18,862
-5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$138.7K
4,051
+17%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$136.0K
5,700
+470%
增持
PSX
PHILLIPS 66
-$134.8K
10,485
+6%
减持
OUSA
ALPS ETF TR
-$126.7K
31,700
-8%
增持
SPGI
S&P GLOBAL INC
+$126.2K
1,048
+31%
减持
HSY
HERSHEY CO
-$125.9K
2,048
-21%
增持
TSLA
TESLA INC
+$124.7K
2,063
+28%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$124.3K
1,968
+93%
减持
DEO
DIAGEO PLC
-$118.4K
3,556
-7%
减持
IHI
ISHARES TR
-$114.3K
10,996
-12%
增持
XLE
SELECT SECTOR SPDR TR
+$113.0K
3,421
+62%
增持
J
JACOBS SOLUTIONS INC
+$111.4K
4,064
+37%
减持
DG
DOLLAR GEN CORP NEW
-$111.0K
3,388
-5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$109.9K
8,460
-19%
增持
PAYX
PAYCHEX INC
+$105.7K
26,228
+7%
