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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 63
减持 83
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.8M
248,287
+0%
减持
NVDA
NVIDIA CORPORATION
-$4.0M
377,300
-6%
减持
GOOGL
ALPHABET INC
-$3.0M
139,052
-3%
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
HD
HOME DEPOT INC
+$2.6M
54,270
-3%
减持
NEE
NEXTERA ENERGY INC
+$2.4M
194,312
-2%
减持
MSFT
MICROSOFT CORP
-$1.8M
81,481
-1%
减持
—
BLACKROCK INC
+$1.7M
11,422
-2%
增持
IVV
ISHARES TR
+$1.6M
25,129
+7%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$1.5M
60,000
-44%
减持
AMZN
AMAZON COM INC
-$1.5M
136,515
-2%
减持
MCD
MCDONALDS CORP
+$1.4M
40,226
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
63,793
-1%
增持
SJNK
SPDR SER TR
+$1.4M
277,985
+20%
减持
WMT
WALMART INC
+$1.3M
120,819
-3%
增持
BX
BLACKSTONE INC
+$1.3M
43,953
+1%
减持
MA
MASTERCARD INCORPORATED
+$1.2M
23,930
-0%
增持
META
META PLATFORMS INC
+$1.2M
4,493
+65%
增持
IJH
ISHARES TR
+$1.2M
113,839
+12%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
18,772
-3%
减持
CAT
CATERPILLAR INC
+$1.1M
18,778
-0%
增持
AGG
ISHARES TR
+$1.0M
84,933
+9%
增持
AXP
AMERICAN EXPRESS CO
+$994.2K
17,319
+8%
增持
IJR
ISHARES TR
+$945.2K
80,999
+1%
增持
—
ARISTA NETWORKS INC
+$874.9K
8,476
+25%
增持
ORCL
ORACLE CORP
+$815.8K
22,865
+5%
增持
PWR
QUANTA SVCS INC
+$804.8K
7,429
+34%
减持
LLY
ELI LILLY & CO
-$799.1K
22,105
-2%
增持
UNP
UNION PAC CORP
+$768.2K
30,866
+2%
增持
—
ACCENTURE PLC IRELAND
+$756.8K
12,528
+4%
增持
ABBV
ABBVIE INC
+$753.3K
25,463
+2%
减持
HON
HONEYWELL INTL INC
-$711.6K
30,153
-7%
增持
—
TRANE TECHNOLOGIES PLC
+$705.8K
2,529
+200%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$693.5K
71,977
-3%
减持
CVX
CHEVRON CORP NEW
-$684.0K
62,910
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$675.8K
23,850
-6%
减持
LMT
LOCKHEED MARTIN CORP
+$650.1K
6,505
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$645.3K
13,973
+36%
增持
NVO
NOVO-NORDISK A S
+$636.0K
14,235
+92%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$634.9K
24,507
+98%
增持
IGIB
ISHARES TR
+$634.4K
146,082
+4%
减持
QCOM
QUALCOMM INC
-$628.3K
15,846
-5%
增持
KO
COCA COLA CO
+$624.6K
63,289
+3%
减持
JNJ
JOHNSON & JOHNSON
+$624.0K
64,093
-4%
增持
COST
COSTCO WHSL CORP NEW
+$616.1K
14,050
+1%
增持
TMUS
T-MOBILE US INC
+$615.2K
16,987
+4%
增持
KR
KROGER CO
+$577.5K
11,931
+461%
减持
NKE
NIKE INC
-$572.1K
3,254
-71%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$558.3K
22,875
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$551.5K
8,383
+11%
增持
SO
SOUTHERN CO
+$545.6K
16,122
+38%
减持
MMM
3M CO
+$541.5K
16,047
-1%
增持
DKS
DICKS SPORTING GOODS INC
+$523.9K
4,009
+175%
增持
VOO
VANGUARD INDEX FDS
+$507.8K
7,960
+8%
减持
PM
PHILIP MORRIS INTL INC
+$483.6K
28,405
-3%
减持
AMAT
APPLIED MATLS INC
-$481.2K
12,594
-2%
增持
AVGO
BROADCOM INC
+$480.0K
32,585
+918%
减持
LPLA
LPL FINL HLDGS INC
-$476.6K
8,537
-3%
减持
GOOG
ALPHABET INC
-$474.4K
19,238
-4%
减持
ABT
ABBOTT LABS
+$462.7K
53,189
-1%
减持
PG
PROCTER AND GAMBLE CO
+$458.7K
62,371
-1%
减持
ZTS
ZOETIS INC
-$444.4K
11,130
-26%
减持
PH
PARKER-HANNIFIN CORP
+$438.7K
3,610
-1%
减持
ADBE
ADOBE INC
-$432.3K
5,888
-6%
增持
—
DUPONT DE NEMOURS INC
+$424.6K
22,011
+15%
增持
NFLX
NETFLIX INC
+$414.2K
4,038
+11%
增持
TOL
TOLL BROTHERS INC
+$406.8K
6,454
+26%
减持
VLO
VALERO ENERGY CORP
-$404.2K
14,747
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$402.6K
72,304
-1%
减持
URI
UNITED RENTALS INC
+$400.2K
2,511
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$397.0K
11,047
+230%
增持
AMGN
AMGEN INC
+$383.7K
29,514
+1%
减持
EA
ELECTRONIC ARTS INC
-$378.3K
7,585
-28%
减持
DG
DOLLAR GEN CORP NEW
-$368.9K
935
-72%
增持
IEFA
ISHARES TR
+$368.1K
55,199
+2%
增持
AMP
AMERIPRISE FINL INC
+$365.2K
2,935
+24%
增持
IGSB
ISHARES TR
+$358.6K
173,360
+1%
减持
NOBL
PROSHARES TR
+$354.3K
46,221
-3%
增持
FIS
FIDELITY NATL INFORMATION SV
+$344.1K
11,766
+38%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$338.4K
38,967
-4%
减持
VO
VANGUARD INDEX FDS
+$334.8K
29,445
-4%
减持
DUK
DUKE ENERGY CORP NEW
+$330.0K
33,197
-5%
减持
DIS
DISNEY WALT CO
-$325.1K
9,936
-23%
减持
V
VISA INC
+$324.6K
30,343
-1%
减持
SCHW
SCHWAB CHARLES CORP
-$316.4K
18,197
-10%
减持
INTC
INTEL CORP
-$311.3K
28,430
-10%
减持
APD
AIR PRODS & CHEMS INC
+$292.5K
7,713
-1%
减持
ED
CONSOLIDATED EDISON INC
+$286.8K
25,212
-4%
增持
MAR
MARRIOTT INTL INC NEW
+$286.1K
4,580
+30%
减持
PEP
PEPSICO INC
-$281.8K
36,701
-7%
增持
BIV
VANGUARD BD INDEX FDS
+$279.8K
10,260
+47%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$272.0K
13,183
+3%
增持
EMXC
ISHARES INC
+$269.9K
39,641
+9%
减持
CMI
CUMMINS INC
+$253.3K
6,445
-3%
清仓
PGR
PROGRESSIVE CORP
-$252.4K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$250.6K
12,460
+2%
增持
HYD
VANECK ETF TRUST
+$249.2K
19,076
+29%
减持
PAYX
PAYCHEX INC
+$248.1K
25,022
-5%
减持
WEC
WEC ENERGY GROUP INC
+$244.8K
17,932
-5%
减持
BA
BOEING CO
-$243.5K
1,364
-45%
增持
AVB
AVALONBAY CMNTYS INC
+$233.7K
4,627
+18%
增持
VNQ
VANGUARD INDEX FDS
+$232.9K
8,572
+19%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$219.9K
7,816
-1%
增持
VGT
VANGUARD WORLD FD
+$219.5K
964
+61%
减持
SCHD
SCHWAB STRATEGIC TR
+$206.4K
31,305
-0%
增持
AXON
AXON ENTERPRISE INC
+$196.9K
514
+1672%
增持
SPGI
S&P GLOBAL INC
+$195.9K
1,284
+23%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$194.2K
8,819
-6%
增持
JNK
SPDR SER TR
+$191.3K
15,956
+10%
增持
BSV
VANGUARD BD INDEX FDS
+$190.1K
23,031
+9%
增持
WRB
BERKLEY W R CORP
+$187.5K
43,161
+50%
减持
VZ
VERIZON COMMUNICATIONS INC
+$186.0K
71,085
-2%
增持
MRK
MERCK & CO INC
-$185.7K
57,289
+6%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$184.7K
820
-58%
减持
NOC
NORTHROP GRUMMAN CORP
+$180.6K
2,315
-3%
减持
SYK
STRYKER CORPORATION
+$169.5K
11,792
-2%
减持
LULU
LULULEMON ATHLETICA INC
-$167.3K
1,769
-18%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$166.3K
0
-100%
减持
CRM
SALESFORCE INC
+$165.0K
17,841
-3%
增持
J
JACOBS SOLUTIONS INC
+$163.7K
5,588
+38%
减持
MO
ALTRIA GROUP INC
+$163.1K
30,480
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$160.2K
7,671
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
+$159.1K
2,660
-1%
增持
—
EXXON MOBIL CORP
+$151.8K
60,516
+0%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$149.2K
4,878
-73%
减持
ROP
ROPER TECHNOLOGIES INC
-$147.2K
3,364
-6%
减持
COP
CONOCOPHILLIPS
-$147.0K
12,127
-3%
减持
—
LAM RESEARCH CORP
-$146.9K
462
-6%
减持
RTX
RTX CORPORATION
+$146.8K
23,508
-13%
增持
MDLZ
MONDELEZ INTL INC
+$141.8K
14,341
+3%
减持
DVY
ISHARES TR
+$140.3K
10,987
-1%
增持
—
LINDE PLC
+$139.2K
3,542
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$135.6K
2,049
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$135.3K
60,918
-2%
减持
IJJ
ISHARES TR
+$135.1K
15,535
-1%
减持
MS
MORGAN STANLEY
+$132.7K
21,902
-1%
减持
EMR
EMERSON ELEC CO
-$131.9K
32,639
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$131.0K
9,117
-3%
增持
SBUX
STARBUCKS CORP
+$129.1K
6,219
+1%
减持
QQQ
INVESCO QQQ TR
-$127.4K
20,268
-3%
建仓
VFH
VANGUARD WORLD FD
+$126.0K
1,146
减持
RQI
COHEN & STEERS QUALITY INCOM
+$125.3K
56,941
-2%
增持
LEN
LENNAR CORP
+$124.1K
2,894
+4%
清仓
CME
CME GROUP INC
-$119.3K
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$119.0K
1,469
-1%
增持
PNC
PNC FINL SVCS GROUP INC
+$118.7K
3,242
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$118.5K
4,511
+14%
减持
AMD
ADVANCED MICRO DEVICES INC
-$117.1K
8,760
-9%
增持
BND
VANGUARD BD INDEX FDS
+$116.3K
15,960
+6%
减持
LOW
LOWES COS INC
-$112.2K
3,606
-27%
减持
UPS
UNITED PARCEL SERVICE INC
-$111.4K
15,380
-5%
