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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 2
增持 85
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$17.4M
348,306
+0%
增持
MSFT
MICROSOFT CORP
+$9.2M
74,659
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.3M
14,489
-14%
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
AMZN
AMAZON COM INC
+$4.0M
133,840
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$3.4M
64,404
-1%
增持
AAPL
APPLE INC
-$3.1M
250,773
+2%
增持
GOOGL
ALPHABET INC
+$3.0M
132,700
+1%
减持
AVGO
BROADCOM INC
+$2.8M
28,339
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$2.8M
68,184
-1%
增持
NFLX
NETFLIX INC
+$2.5M
5,485
+5%
增持
BLK
BLACKROCK INC
+$2.0M
12,059
+7%
增持
QQQ
INVESCO QQQ TR
+$1.8M
20,003
+1%
减持
CVX
CHEVRON CORP NEW
-$1.7M
57,221
-3%
减持
ORCL
ORACLE CORP
+$1.6M
25,367
-10%
增持
META
META PLATFORMS INC
+$1.6M
7,080
+13%
增持
PWR
QUANTA SVCS INC
+$1.6M
11,414
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
21,614
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
19,951
+5%
增持
CAT
CATERPILLAR INC
+$1.3M
18,930
+3%
增持
ANET
ARISTA NETWORKS INC
+$1.3M
44,739
+5%
减持
IVV
ISHARES TR
+$1.2M
26,576
-2%
增持
WMT
WALMART INC
+$1.1M
110,623
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
16,294
+9%
增持
V
VISA INC
+$1.1M
31,814
+9%
增持
IGIB
ISHARES TR
+$980.1K
197,725
+9%
减持
GSK
GSK PLC
-$946.1K
213
-99%
增持
COF
CAPITAL ONE FINL CORP
+$943.3K
5,579
+311%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$906.3K
89,826
+8%
增持
COST
COSTCO WHSL CORP NEW
+$862.1K
14,897
+1%
增持
IEFA
ISHARES TR
+$783.1K
69,894
+5%
增持
LLY
ELI LILLY & CO
-$736.0K
22,083
+2%
增持
VO
VANGUARD INDEX FDS
+$732.5K
31,010
+1%
增持
MCD
MCDONALDS CORP
-$730.1K
36,188
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$705.2K
16,166
-1%
增持
IGSB
ISHARES TR
+$701.3K
226,542
+5%
清仓
—
DISCOVER FINL SVCS
-$685.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$682.0K
59,257
+1%
增持
PG
PROCTER AND GAMBLE CO
-$671.2K
65,627
+1%
增持
GLDM
WORLD GOLD TR
+$660.2K
27,051
+51%
增持
IJH
ISHARES TR
+$660.0K
141,479
+2%
减持
EMR
EMERSON ELEC CO
+$655.9K
31,006
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$641.6K
73,116
+0%
减持
MRK
MERCK & CO INC
-$623.3K
48,103
-3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$612.2K
36,629
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$600.7K
4,771
+8%
增持
AGG
ISHARES TR
+$576.9K
106,508
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$553.3K
1,414
+73%
增持
AMAT
APPLIED MATLS INC
+$552.3K
13,298
+3%
增持
PEP
PEPSICO INC
-$551.4K
33,068
+1%
增持
BX
BLACKSTONE INC
+$547.1K
45,874
+2%
减持
AXP
AMERICAN EXPRESS CO
+$533.6K
17,531
-7%
增持
EMXC
ISHARES INC
+$521.7K
45,509
+7%
增持
AMGN
AMGEN INC
-$506.2K
30,728
+5%
增持
VTI
VANGUARD INDEX FDS
+$504.3K
14,105
+2%
增持
MA
MASTERCARD INCORPORATED
+$496.6K
23,285
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$491.5K
14,989
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$471.4K
61,007
-11%
减持
CSCO
CISCO SYS INC
+$447.1K
73,894
-3%
减持
MS
MORGAN STANLEY
+$445.4K
19,593
-1%
增持
PH
PARKER-HANNIFIN CORP
+$443.0K
3,715
+5%
增持
ABBV
ABBVIE INC
-$441.1K
25,110
+3%
减持
HON
HONEYWELL INTL INC
+$440.7K
25,919
-2%
增持
GOOG
ALPHABET INC
+$421.1K
19,360
+0%
增持
URI
UNITED RENTALS INC
+$420.5K
2,691
+5%
减持
VUG
VANGUARD INDEX FDS
+$407.3K
6,494
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$404.6K
21,670
-3%
减持
PPG
PPG INDS INC
-$383.1K
724
-83%
减持
CMCSA
COMCAST CORP NEW
-$380.0K
4,329
-70%
减持
LPLA
LPL FINL HLDGS INC
+$373.2K
8,138
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$372.3K
41,692
+6%
减持
HYD
VANECK ETF TRUST
-$369.0K
11,076
-39%
增持
SJNK
SPDR SERIES TRUST
+$365.2K
327,382
+3%
增持
TMUS
T-MOBILE US INC
-$358.0K
20,119
+4%
增持
AZO
AUTOZONE INC
+$349.3K
470
+28%
减持
PM
PHILIP MORRIS INTL INC
+$335.2K
25,461
-6%
减持
IJR
ISHARES TR
+$329.4K
89,816
-1%
增持
FTNT
FORTINET INC
+$327.8K
4,125
+267%
增持
RTX
RTX CORPORATION
+$321.6K
22,258
+1%
清仓
HLN
HALEON PLC
-$308.7K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$300.3K
8,134
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$296.8K
19,805
+3%
增持
DE
DEERE & CO
+$292.0K
3,108
+13%
减持
ED
CONSOLIDATED EDISON INC
-$291.1K
23,907
-2%
减持
—
ACCENTURE PLC IRELAND
-$284.0K
9,877
-5%
减持
UNP
UNION PAC CORP
-$281.4K
30,234
-1%
增持
—
NXP SEMICONDUCTORS N V
+$278.4K
8,736
+2%
建仓
COO
COOPER COS INC
+$274.0K
3,850
增持
DGX
QUEST DIAGNOSTICS INC
+$270.3K
1,925
+332%
增持
ADI
ANALOG DEVICES INC
+$269.5K
6,259
+3%
清仓
GPN
GLOBAL PMTS INC
-$269.2K
0
-100%
增持
DIS
DISNEY WALT CO
+$263.1K
10,352
+0%
减持
TDTT
FLEXSHARES TR
-$259.0K
4,174
-72%
减持
UPS
UNITED PARCEL SERVICE INC
-$256.2K
12,857
-9%
增持
HD
HOME DEPOT INC
+$255.7K
52,967
+1%
增持
—
ROYAL CARIBBEAN GROUP
+$254.8K
1,816
+19%
增持
TOL
TOLL BROTHERS INC
+$248.3K
10,773
+16%
增持
SPYG
SPDR SERIES TRUST
+$245.6K
12,665
+6%
增持
AXON
AXON ENTERPRISE INC
+$243.2K
640
+17%
减持
ZTS
ZOETIS INC
-$239.0K
12,147
-6%
增持
FIS
FIDELITY NATL INFORMATION SV
+$236.9K
18,284
+9%
增持
KR
KROGER CO
+$236.0K
23,005
+10%
减持
CHD
CHURCH & DWIGHT CO INC
-$235.5K
15,271
-1%
减持
VLO
VALERO ENERGY CORP
-$230.9K
12,394
-14%
增持
CMI
CUMMINS INC
+$224.2K
6,694
+7%
减持
NOBL
PROSHARES TR
-$221.8K
45,561
-3%
增持
BDX
BECTON DICKINSON & CO
-$221.2K
4,619
+4%
增持
SO
SOUTHERN CO
+$215.1K
24,055
+11%
增持
CARR
CARRIER GLOBAL CORPORATION
+$215.1K
15,608
+7%
减持
SYK
STRYKER CORPORATION
+$212.5K
11,702
-1%
减持
GE
GE AEROSPACE
+$212.1K
4,360
-4%
增持
ECL
ECOLAB INC
+$201.7K
6,186
+7%
增持
J
JACOBS SOLUTIONS INC
+$201.2K
9,624
+9%
减持
BAC
BANK AMERICA CORP
+$197.4K
62,295
-5%
增持
PAYX
PAYCHEX INC
-$195.8K
23,827
+0%
减持
COP
CONOCOPHILLIPS
-$192.3K
12,519
-0%
减持
MDLZ
MONDELEZ INTL INC
-$187.6K
17,245
-13%
增持
KLAC
KLA CORP
+$182.2K
825
+1%
增持
FISV
FISERV INC
-$176.6K
4,445
+4%
减持
KMB
KIMBERLY-CLARK CORP
-$176.2K
10,297
-3%
减持
AMP
AMERIPRISE FINL INC
+$176.1K
4,144
-1%
减持
WY
WEYERHAEUSER CO MTN BE
-$176.0K
8,242
-38%
减持
ABT
ABBOTT LABS
+$173.2K
51,929
-0%
增持
IWM
ISHARES TR
+$173.1K
4,500
+13%
减持
SCHD
SCHWAB STRATEGIC TR
-$172.4K
89,604
-2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$165.8K
4,920
+37%
增持
LMT
LOCKHEED MARTIN CORP
+$157.2K
6,275
+2%
增持
NOW
SERVICENOW INC
+$155.5K
492
+12%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$153.8K
20,678
+21%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$149.2K
12,498
+1%
减持
NVO
NOVO-NORDISK A S
-$147.1K
13,677
-13%
减持
WFC
WELLS FARGO CO NEW
+$145.6K
19,199
-1%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$142.4K
8,562
-38%
增持
LULU
LULULEMON ATHLETICA INC
-$133.5K
3,577
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$131.0K
2,310
+2%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$129.6K
36,620
-21%
增持
TSLA
TESLA INC
+$128.8K
2,024
+2%
增持
IWR
ISHARES TR
+$119.7K
7,484
+12%
减持
KO
COCA COLA CO
-$117.5K
56,781
-2%
增持
TXN
TEXAS INSTRS INC
+$116.2K
2,103
+18%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$109.4K
7,290
-1%
建仓
DRI
DARDEN RESTAURANTS INC
+$109.0K
500
减持
—
EATON CORP PLC
+$106.5K
1,375
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$106.4K
8,277
-5%
增持
MMM
3M CO
+$106.2K
15,230
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$105.8K
225
+800%
减持
WEC
WEC ENERGY GROUP INC
-$104.1K
17,497
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$103.3K
3,312
-2%
减持
PSX
PHILLIPS 66
-$102.9K
14,584
-2%
减持
TIP
ISHARES TR
-$100.8K
6,065
-12%
减持
ROP
ROPER TECHNOLOGIES INC
-$99.3K
3,043
-2%
