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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 48
减持 85
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$11.6M
11,284
清仓
—
BLACKROCK INC
-$10.8M
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$4.3M
39,196
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
+$3.8M
133,492
-2%
减持
AAPL
APPLE INC
+$3.4M
244,500
-2%
清仓
—
ARISTA NETWORKS INC
-$3.3M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$2.9M
187,981
-3%
减持
GOOGL
ALPHABET INC
+$2.6M
135,454
-3%
增持
LLY
ELI LILLY & CO
-$2.5M
22,128
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.2M
17,361
-8%
减持
NVDA
NVIDIA CORPORATION
+$2.2M
357,344
-5%
减持
AVGO
BROADCOM INC
+$1.9M
32,550
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$1.9M
71,528
-1%
增持
AMGN
AMGEN INC
-$1.8M
29,518
+0%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
6,615
+119%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
62,181
-3%
减持
HD
HOME DEPOT INC
-$1.4M
53,061
-2%
增持
NFLX
NETFLIX INC
+$1.2M
4,568
+13%
减持
MSFT
MICROSOFT CORP
-$1.1M
80,515
-1%
增持
CRM
SALESFORCE INC
+$1.1M
17,910
+0%
减持
V
VISA INC
+$1.0M
29,615
-2%
增持
IGSB
ISHARES TR
+$989.0K
195,709
+13%
增持
VTV
VANGUARD INDEX FDS
+$972.2K
8,644
+207%
减持
MRK
MERCK & CO INC
-$962.5K
55,722
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$941.7K
17,056
+22%
减持
PEP
PEPSICO INC
-$914.3K
35,030
-5%
减持
KO
COCA COLA CO
-$914.1K
58,366
-8%
增持
MUB
ISHARES TR
+$862.7K
30,730
+38%
减持
GPC
GENUINE PARTS CO
-$850.8K
28,751
-5%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$845.8K
12,454
+814%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$843.1K
12,266
+46%
减持
MCD
MCDONALDS CORP
-$824.7K
39,410
-2%
减持
IWF
ISHARES TR
-$806.7K
5,029
-33%
增持
IVV
ISHARES TR
+$790.2K
25,965
+3%
增持
AXP
AMERICAN EXPRESS CO
+$780.6K
18,456
+7%
减持
LPLA
LPL FINL HLDGS INC
+$760.6K
8,412
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$747.9K
6,286
-3%
减持
ABBV
ABBVIE INC
-$744.6K
24,107
-5%
减持
—
EXXON MOBIL CORP
-$734.4K
59,118
-2%
增持
IGIB
ISHARES TR
+$684.4K
165,637
+13%
减持
BX
BLACKSTONE INC
+$684.1K
43,003
-2%
减持
WMT
WALMART INC
+$679.1K
115,498
-4%
增持
IJH
ISHARES TR
+$671.7K
124,637
+9%
增持
LULU
LULULEMON ATHLETICA INC
+$667.2K
3,000
+70%
减持
CAT
CATERPILLAR INC
-$595.3K
18,605
-1%
减持
CVX
CHEVRON CORP NEW
-$593.6K
59,867
-5%
减持
UNP
UNION PAC CORP
-$573.0K
30,849
-0%
减持
—
ACCENTURE PLC IRELAND
-$570.3K
10,967
-12%
增持
COST
COSTCO WHSL CORP NEW
+$563.7K
14,209
+1%
增持
PWR
QUANTA SVCS INC
+$562.5K
8,788
+18%
减持
ZTS
ZOETIS INC
-$560.6K
9,906
-11%
减持
MCK
MCKESSON CORP
-$554.7K
2,109
-41%
减持
MA
MASTERCARD INCORPORATED
+$543.5K
23,473
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$529.7K
32,203
+31%
增持
AMP
AMERIPRISE FINL INC
+$507.5K
3,543
+21%
清仓
IWD
ISHARES TR
-$506.8K
0
-100%
增持
AGG
ISHARES TR
+$492.8K
93,849
+10%
增持
AMAT
APPLIED MATLS INC
-$483.8K
12,672
+1%
减持
ADBE
ADOBE INC
-$465.5K
5,809
-1%
增持
SJNK
SPDR SER TR
+$456.8K
301,580
+8%
增持
META
META PLATFORMS INC
+$450.4K
5,162
+15%
增持
TMUS
T-MOBILE US INC
+$441.7K
17,882
+5%
增持
DKS
DICKS SPORTING GOODS INC
+$425.4K
5,515
+38%
减持
ED
CONSOLIDATED EDISON INC
-$421.8K
24,695
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$416.8K
69,407
-2%
减持
EMR
EMERSON ELEC CO
+$415.4K
32,156
-1%
增持
IJR
ISHARES TR
+$413.4K
85,810
+6%
增持
MAR
MARRIOTT INTL INC NEW
+$407.3K
5,542
+21%
减持
GOOG
ALPHABET INC
+$404.1K
19,011
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$396.3K
8,619
-2%
减持
CSCO
CISCO SYS INC
+$392.5K
75,922
-1%
清仓
—
LAM RESEARCH CORP
-$377.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$372.7K
63,088
-1%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$371.8K
6,410
减持
MS
MORGAN STANLEY
+$363.1K
21,048
-4%
增持
NVO
NOVO-NORDISK A S
-$359.6K
15,524
+9%
减持
CL
COLGATE PALMOLIVE CO
-$358.5K
11,952
-14%
增持
KR
KROGER CO
+$356.9K
17,016
+43%
减持
SBUX
STARBUCKS CORP
-$355.9K
2,744
-56%
减持
QCOM
QUALCOMM INC
-$342.5K
15,311
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$342.1K
3,588
+42%
减持
AMT
AMERICAN TOWER CORP NEW
-$341.1K
4,958
-8%
增持
VTI
VANGUARD INDEX FDS
+$338.5K
13,342
+7%
减持
DUK
DUKE ENERGY CORP NEW
-$335.5K
32,412
-2%
建仓
LRCX
LAM RESEARCH CORP
+$333.7K
4,620
建仓
DFUS
DIMENSIONAL ETF TRUST
+$323.2K
5,070
减持
APD
AIR PRODS & CHEMS INC
-$316.9K
6,825
-12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$313.0K
71,805
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$303.4K
23,548
-1%
减持
HON
HONEYWELL INTL INC
+$300.5K
28,923
-4%
增持
NOBL
PROSHARES TR
-$300.4K
46,551
+1%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$290.1K
7,089
增持
TSLA
TESLA INC
+$286.1K
1,984
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$282.1K
6,816
-11%
减持
URI
UNITED RENTALS INC
-$266.5K
2,508
-0%
建仓
SPBO
SPDR SER TR
+$266.4K
9,303
减持
PFE
PFIZER INC
-$251.3K
56,276
-7%
减持
KMB
KIMBERLY-CLARK CORP
-$249.1K
11,342
-7%
减持
WFC
WELLS FARGO CO NEW
+$240.4K
17,918
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$232.0K
14,055
+72%
增持
—
ROYAL CARIBBEAN GROUP
+$231.4K
1,335
+209%
减持
PRU
PRUDENTIAL FINL INC
-$230.4K
17,499
-8%
减持
ABT
ABBOTT LABS
-$226.9K
51,606
-3%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$226.3K
8,817
-3%
减持
—
LINDE PLC
-$226.2K
3,494
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$226.1K
14,836
-4%
减持
MDLZ
MONDELEZ INTL INC
-$219.0K
14,021
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
-$213.2K
14,804
-3%
减持
MMM
3M CO
-$212.5K
15,347
-4%
减持
VLO
VALERO ENERGY CORP
-$209.1K
14,538
-1%
建仓
TRGP
TARGA RES CORP
+$207.1K
1,160
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$205.3K
1,389
-7%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$204.7K
3,146
增持
IEFA
ISHARES TR
+$202.4K
64,181
+16%
增持
FIS
FIDELITY NATL INFORMATION SV
+$202.2K
14,704
+25%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$200.7K
3,606
增持
SCHD
SCHWAB STRATEGIC TR
-$200.2K
89,531
+186%
减持
ROP
ROPER TECHNOLOGIES INC
-$199.5K
3,217
-4%
增持
J
JACOBS SOLUTIONS INC
+$198.8K
6,962
+25%
减持
CMCSA
COMCAST CORP NEW
-$194.1K
17,756
-14%
减持
VGT
VANGUARD WORLD FD
-$192.3K
600
-38%
减持
BAC
BANK AMERICA CORP
+$191.3K
66,022
-3%
减持
NSC
NORFOLK SOUTHN CORP
-$189.4K
7,041
-5%
减持
NUE
NUCOR CORP
-$189.1K
5,252
-2%
减持
VNQ
VANGUARD INDEX FDS
-$186.5K
7,281
-15%
减持
IWN
ISHARES TR
-$183.8K
3,274
-24%
减持
RTX
RTX CORPORATION
-$183.1K
23,031
-2%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$182.0K
5,130
减持
—
CHUBB LIMITED
-$180.2K
164
-79%
减持
IWM
ISHARES TR
-$179.8K
3,885
-17%
减持
ELV
ELEVANCE HEALTH INC
-$177.8K
320
-44%
增持
SCHW
SCHWAB CHARLES CORP
+$177.0K
18,326
+1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$176.9K
21,040
-20%
增持
—
NXP SEMICONDUCTORS N V
-$173.5K
7,680
+4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$166.4K
22,586
-1%
建仓
VFVA
VANGUARD WELLINGTON FD
+$165.3K
1,396
增持
FITB
FIFTH THIRD BANCORP
+$163.6K
7,859
+100%
减持
XLV
SELECT SECTOR SPDR TR
-$162.9K
3,866
-14%
减持
QQQ
INVESCO QQQ TR
+$162.2K
19,667
-3%
建仓
MBB
ISHARES TR
+$161.4K
1,760
减持
HCA
HCA HEALTHCARE INC
-$160.9K
1,453
-1%
增持
PSX
PHILLIPS 66
+$156.4K
14,233
+28%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$154.7K
12,543
-5%
增持
SO
SOUTHERN CO
+$153.8K
19,530
+21%
增持
TSCO
TRACTOR SUPPLY CO
-$152.9K
1,000
+41%
增持
XLK
SELECT SECTOR SPDR TR
+$152.2K
18,709
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$151.1K
2,283
-1%
减持
—
SKECHERS U S A INC
-$150.1K
318
-88%
增持
AVB
AVALONBAY CMNTYS INC
+$147.4K
5,408
+17%
减持
ADI
ANALOG DEVICES INC
-$145.1K
5,594
-3%
