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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 1
增持 71
减持 76
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$10.4M
347,245
-3%
增持
AAPL
APPLE INC
-$6.7M
245,401
+0%
减持
MSFT
MICROSOFT CORP
-$6.0M
74,394
-8%
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
GOOGL
ALPHABET INC
-$5.3M
131,742
-3%
减持
AMZN
AMAZON COM INC
-$3.9M
133,357
-0%
减持
AVGO
BROADCOM INC
-$2.6M
29,731
-9%
减持
HD
HOME DEPOT INC
-$1.5M
52,291
-1%
减持
AMGN
AMGEN INC
+$1.4M
29,163
-1%
增持
TMUS
T-MOBILE US INC
+$1.2M
19,315
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
22,302
-5%
减持
CVX
CHEVRON CORP NEW
+$1.2M
58,888
-2%
增持
IGSB
ISHARES TR
+$1.1M
214,838
+10%
减持
MRK
MERCK & CO INC
-$1.1M
49,366
-11%
增持
CRM
SALESFORCE INC
-$1.1M
18,213
+2%
增持
BX
BLACKSTONE INC
-$1.1M
45,176
+5%
增持
ABT
ABBOTT LABS
+$1.1M
51,939
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
82,917
+24%
增持
IGIB
ISHARES TR
+$1.0M
181,963
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
14,952
+22%
增持
ANET
ARISTA NETWORKS INC
-$1.0M
42,788
+9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$993.5K
22,252
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$961.7K
16,411
-12%
减持
BLK
BLACKROCK INC
-$948.8K
11,219
-1%
减持
HON
HONEYWELL INTL INC
-$938.1K
26,424
-9%
增持
AGG
ISHARES TR
+$894.8K
100,978
+8%
减持
PM
PHILIP MORRIS INTL INC
+$883.5K
27,103
-5%
减持
LLY
ELI LILLY & CO
+$867.5K
21,734
-2%
增持
COST
COSTCO WHSL CORP NEW
+$865.7K
14,681
+3%
减持
V
VISA INC
+$857.4K
29,153
-2%
减持
ADBE
ADOBE INC
-$823.9K
4,587
-21%
增持
ABBV
ABBVIE INC
+$818.2K
24,351
+1%
增持
NFLX
NETFLIX INC
+$801.9K
5,226
+14%
增持
QQQ
INVESCO QQQ TR
-$777.7K
19,783
+1%
减持
MAR
MARRIOTT INTL INC NEW
-$744.3K
3,365
-39%
减持
JNJ
JOHNSON & JOHNSON
+$740.9K
58,692
-6%
减持
WMT
WALMART INC
-$729.0K
110,562
-4%
减持
CAT
CATERPILLAR INC
-$681.2K
18,399
-1%
增持
—
EXXON MOBIL CORP
+$677.6K
59,169
+0%
减持
NEE
NEXTERA ENERGY INC
-$653.5K
180,884
-4%
减持
—
ACCENTURE PLC IRELAND
-$621.9K
10,371
-5%
增持
GOOG
ALPHABET INC
-$607.2K
19,287
+1%
增持
META
META PLATFORMS INC
+$603.5K
6,291
+22%
增持
SPY
SPDR S&P 500 ETF TR
-$547.7K
65,119
+3%
增持
IEFA
ISHARES TR
+$541.0K
66,776
+4%
增持
SHEL
SHELL PLC
+$519.5K
26,986
+16%
增持
ZTS
ZOETIS INC
+$519.4K
12,957
+31%
增持
MDLZ
MONDELEZ INTL INC
+$513.1K
19,906
+42%
减持
EMR
EMERSON ELEC CO
-$507.0K
31,723
-1%
减持
KO
COCA COLA CO
+$500.9K
57,732
-1%
减持
ED
CONSOLIDATED EDISON INC
+$486.7K
24,326
-1%
增持
WM
WASTE MGMT INC DEL
+$426.2K
12,419
+2%
增持
AXP
AMERICAN EXPRESS CO
-$419.1K
18,801
+2%
减持
PEP
PEPSICO INC
-$408.9K
32,798
-6%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$404.1K
17,071
+37%
增持
IJR
ISHARES TR
-$400.4K
90,720
+6%
减持
XLF
SELECT SECTOR SPDR TR
-$398.5K
12,554
-41%
减持
DUK
DUKE ENERGY CORP NEW
+$396.6K
31,882
-2%
增持
SO
SOUTHERN CO
+$386.1K
21,684
+11%
增持
KR
KROGER CO
+$373.6K
20,891
+23%
增持
SJNK
SPDR SER TR
+$361.6K
317,030
+5%
增持
ALL
ALLSTATE CORP
+$360.3K
13,054
+7%
减持
TLT
ISHARES TR
-$351.8K
334
-92%
增持
IJH
ISHARES TR
+$348.4K
139,067
+12%
减持
VZ
VERIZON COMMUNICATIONS INC
+$335.6K
68,588
-1%
减持
MS
MORGAN STANLEY
-$331.7K
19,838
-6%
增持
GLDM
WORLD GOLD TR
+$329.6K
17,971
+19%
减持
PRU
PRUDENTIAL FINL INC
-$328.5K
15,631
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$316.9K
14,128
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$305.6K
6,154
-2%
清仓
FNB
F N B CORP
-$295.6K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$281.5K
3,678
-25%
减持
VUG
VANGUARD INDEX FDS
-$275.4K
6,579
-1%
减持
RTX
RTX CORPORATION
+$263.4K
22,109
-4%
增持
PG
PROCTER AND GAMBLE CO
+$260.8K
65,291
+1%
减持
CMI
CUMMINS INC
-$258.8K
6,279
-2%
增持
TDTT
FLEXSHARES TR
+$255.5K
14,774
+233%
减持
EA
ELECTRONIC ARTS INC
-$254.6K
5,336
-24%
减持
MUB
ISHARES TR
-$249.3K
28,689
-7%
增持
NVO
NOVO-NORDISK A S
-$244.3K
15,712
+1%
减持
WEC
WEC ENERGY GROUP INC
+$244.3K
17,685
-1%
减持
MMM
3M CO
+$231.3K
15,065
-2%
增持
AMT
AMERICAN TOWER CORP NEW
+$230.9K
5,240
+6%
减持
TROW
PRICE T ROWE GROUP INC
-$230.9K
4,154
-23%
减持
PAYX
PAYCHEX INC
+$228.8K
23,734
-3%
减持
MA
MASTERCARD INCORPORATED
+$227.9K
22,966
-2%
增持
PSX
PHILLIPS 66
+$221.3K
14,924
+5%
减持
AZO
AUTOZONE INC
+$220.3K
366
-0%
减持
T
AT&T INC
+$212.8K
42,439
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$206.3K
19,049
+12%
减持
UNP
UNION PAC CORP
+$202.9K
30,637
-1%
增持
SYK
STRYKER CORPORATION
+$202.0K
11,866
+1%
增持
AJG
GALLAGHER ARTHUR J & CO
+$194.3K
1,944
+16%
减持
MCK
MCKESSON CORP
+$191.1K
2,070
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$191.0K
8,703
+3%
减持
—
LINDE PLC
-$187.4K
2,739
-22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$187.2K
8,311
-4%
减持
CSCO
CISCO SYS INC
+$185.1K
75,833
-0%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$180.7K
13,851
-34%
建仓
SAP
SAP SE
+$179.9K
670
增持
AMAT
APPLIED MATLS INC
-$178.6K
12,970
+2%
增持
NOBL
PROSHARES TR
+$175.7K
47,072
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$175.3K
37,838
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$172.7K
69,194
-3%
清仓
EWH
ISHARES INC
-$166.6K
0
-100%
增持
GNR
SPDR INDEX SHS FDS
+$164.4K
3,601
+555%
增持
LULU
LULULEMON ATHLETICA INC
-$163.9K
3,474
+16%
增持
YUM
YUM BRANDS INC
+$161.6K
4,653
+9%
增持
IWF
ISHARES TR
-$161.4K
5,146
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$160.9K
4,411
+23%
减持
LEN
LENNAR CORP
-$160.0K
2,104
-29%
增持
URI
UNITED RENTALS INC
-$159.9K
2,564
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$153.9K
19,292
+5%
增持
VOO
VANGUARD INDEX FDS
-$153.5K
8,047
+1%
减持
ROP
ROPER TECHNOLOGIES INC
+$151.8K
3,094
-4%
减持
BAC
BANK AMERICA CORP
-$151.3K
65,909
-0%
增持
AMP
AMERIPRISE FINL INC
+$149.3K
4,205
+19%
减持
MTB
M & T BK CORP
-$146.3K
65
-92%
增持
—
DUPONT DE NEMOURS INC
+$141.1K
27,505
+10%
增持
XLV
SELECT SECTOR SPDR TR
+$141.0K
4,608
+19%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$136.0K
7,635
-13%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$136.0K
7,390
-3%
减持
PYPL
PAYPAL HLDGS INC
-$135.4K
159
-91%
增持
WFC
WELLS FARGO CO NEW
+$134.1K
19,399
+8%
增持
TRGP
TARGA RES CORP
+$133.9K
1,701
+47%
增持
ORCL
ORACLE CORP
+$133.8K
28,180
+23%
增持
J
JACOBS SOLUTIONS INC
+$133.6K
8,800
+26%
减持
CMCSA
COMCAST CORP NEW
-$131.8K
14,486
-18%
增持
COP
CONOCOPHILLIPS
+$131.5K
12,529
+5%
减持
PH
PARKER-HANNIFIN CORP
-$130.3K
3,540
-1%
减持
PFE
PFIZER INC
-$127.0K
53,905
-4%
减持
FITB
FIFTH THIRD BANCORP
-$122.2K
5,359
-32%
减持
MCD
MCDONALDS CORP
-$121.5K
36,185
-8%
增持
BSV
VANGUARD BD INDEX FDS
+$119.8K
25,454
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$117.6K
2,350
+571%
减持
VLO
VALERO ENERGY CORP
+$114.7K
14,363
-1%
增持
ECL
ECOLAB INC
+$113.3K
5,779
+0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$113.2K
3,595
+29%
减持
INTU
INTUIT
-$113.2K
826
-16%
减持
GD
GENERAL DYNAMICS CORP
-$112.0K
3,245
-14%
增持
GLD
SPDR GOLD TR
+$110.8K
2,013
+4%
减持
IJJ
ISHARES TR
-$109.7K
15,297
-2%
增持
CI
THE CIGNA GROUP
+$109.7K
1,866
+2%
减持
MO
ALTRIA GROUP INC
+$109.0K
27,978
-7%
减持
PKG
PACKAGING CORP AMER
-$108.8K
3,697
-1%
减持
PNC
PNC FINL SVCS GROUP INC
-$108.6K
2,711
-11%
增持
VTEB
VANGUARD MUN BD FDS
+$103.9K
13,254
+20%
增持
NOC
NORTHROP GRUMMAN CORP
+$103.2K
2,294
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$101.3K
15,471
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$100.9K
91,090
+2%
减持
INTC
INTEL CORP
-$99.2K
19,519
-28%
