小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 76
减持 67
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$12.5M
251,003
+0%
减持
GOOGL
ALPHABET INC
+$8.2M
129,874
-2%
减持
NVDA
NVIDIA CORPORATION
+$7.4M
334,404
-4%
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
+$2.7M
28,671
+8%
增持
ANET
ARISTA NETWORKS INC
+$2.1M
45,607
+2%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
59,396
+0%
增持
MSFT
MICROSOFT CORP
+$1.9M
75,331
+1%
增持
ORCL
ORACLE CORP
+$1.8M
26,286
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.8M
7,907
-45%
减持
CAT
CATERPILLAR INC
+$1.6M
18,821
-1%
减持
HD
HOME DEPOT INC
+$1.6M
51,945
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.6M
67,642
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
62,049
-4%
增持
GOOG
ALPHABET INC
+$1.4M
19,916
+3%
减持
AVGO
BROADCOM INC
+$1.4M
27,921
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
16,501
减持
BLK
BLACKROCK INC
+$1.3M
12,004
-0%
增持
DGX
QUEST DIAGNOSTICS INC
+$1.1M
7,794
+305%
减持
ABBV
ABBVIE INC
+$1.1M
24,989
-0%
增持
BX
BLACKSTONE INC
+$1.0M
46,231
+1%
增持
CSX
CSX CORP
+$991.4K
38,187
+242%
减持
—
ACCENTURE PLC IRELAND
-$973.4K
8,024
-19%
增持
IGSB
ISHARES TR
+$961.2K
243,515
+7%
减持
LLY
ELI LILLY & CO
-$950.3K
21,316
-3%
增持
IGIB
ISHARES TR
+$929.6K
211,987
+7%
增持
KIM
KIMCO RLTY CORP
+$929.1K
47,411
+833%
增持
TXN
TEXAS INSTRS INC
+$911.8K
7,339
+249%
增持
AGG
ISHARES TR
+$897.4K
114,344
+7%
减持
CRM
SALESFORCE INC
-$891.5K
17,003
-6%
减持
NEE
NEXTERA ENERGY INC
+$854.7K
180,379
-2%
减持
NVO
NOVO-NORDISK A S
-$851.5K
1,667
-88%
减持
UNP
UNION PAC CORP
-$850.6K
25,831
-15%
减持
HON
HONEYWELL INTL INC
-$830.6K
24,729
-5%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$814.2K
9,553
-54%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$802.1K
19,051
-5%
减持
IJR
ISHARES TR
+$798.7K
89,327
-1%
增持
URI
UNITED RENTALS INC
+$795.5K
2,957
+10%
增持
NFLX
NETFLIX INC
-$748.7K
5,502
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$728.1K
41,156
-1%
增持
COST
COSTCO WHSL CORP NEW
-$716.4K
15,158
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$715.9K
97,412
+8%
减持
CVX
CHEVRON CORP NEW
+$675.4K
57,112
-0%
增持
CMI
CUMMINS INC
+$674.3K
6,787
+1%
减持
QQQ
INVESCO QQQ TR
+$655.3K
19,471
-3%
减持
—
NXP SEMICONDUCTORS N V
-$649.2K
5,531
-37%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$619.7K
47,000
-22%
增持
IJH
ISHARES TR
+$596.5K
143,596
+1%
减持
AVB
AVALONBAY CMNTYS INC
-$568.4K
3,292
-44%
增持
XLK
SELECT SECTOR SPDR TR
+$559.5K
16,509
+2%
增持
PWR
QUANTA SVCS INC
+$536.2K
11,707
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$520.7K
72,793
-0%
增持
GLW
CORNING INC
+$511.3K
15,943
+5%
减持
PAYX
PAYCHEX INC
-$495.0K
23,437
-2%
减持
WMT
WALMART INC
+$494.8K
109,757
-1%
减持
GLDM
WORLD GOLD TR
-$482.6K
16,871
-38%
增持
BIV
VANGUARD BD INDEX FDS
+$480.1K
16,310
+59%
增持
PM
PHILIP MORRIS INTL INC
-$474.3K
25,665
+1%
增持
IEFA
ISHARES TR
+$472.5K
72,240
+3%
增持
VLO
VALERO ENERGY CORP
+$452.2K
12,441
+0%
增持
WRB
BERKLEY W R CORP
+$451.2K
47,276
+10%
减持
V
VISA INC
-$447.2K
31,778
-0%
减持
RTX
RTX CORPORATION
+$437.5K
22,038
-1%
增持
—
DUPONT DE NEMOURS INC
+$430.4K
31,370
+7%
减持
VO
VANGUARD INDEX FDS
+$421.4K
30,976
-0%
减持
LPLA
LPL FINL HLDGS INC
-$413.9K
7,928
-3%
增持
VTI
VANGUARD INDEX FDS
+$407.9K
14,306
+1%
减持
GPC
GENUINE PARTS CO
+$405.7K
26,901
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$394.8K
18,422
+13%
增持
GE
GE AEROSPACE
+$390.3K
5,028
+15%
增持
J
JACOBS SOLUTIONS INC
+$386.2K
11,019
+14%
增持
PSX
PHILLIPS 66
+$383.0K
15,607
+7%
增持
DVY
ISHARES TR
+$380.5K
12,151
+20%
增持
—
EXXON MOBIL CORP
+$375.3K
59,900
+1%
增持
AMAT
APPLIED MATLS INC
+$368.0K
13,688
+3%
减持
ADBE
ADOBE INC
-$364.1K
3,719
-14%
增持
DUK
DUKE ENERGY CORP NEW
+$345.2K
34,302
+4%
减持
MS
MORGAN STANLEY
+$340.6K
19,505
-0%
增持
BAC
BANK AMERICA CORP
+$331.7K
63,568
+2%
减持
TJX
TJX COS INC NEW
+$330.4K
17,258
-2%
增持
SO
SOUTHERN CO
+$320.1K
26,686
+11%
减持
MUB
ISHARES TR
-$314.2K
25,589
-12%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$300.0K
21,099
-3%
增持
AXP
AMERICAN EXPRESS CO
+$294.8K
17,723
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$294.1K
2,315
+4%
增持
SJNK
SPDR SERIES TRUST
+$293.5K
337,313
+3%
增持
EMXC
ISHARES INC
+$291.7K
46,884
+3%
增持
IWF
ISHARES TR
+$286.4K
5,276
+3%
增持
DKS
DICKS SPORTING GOODS INC
+$286.2K
7,737
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$274.3K
6,371
+2%
增持
D
DOMINION ENERGY INC
+$267.0K
15,011
+30%
增持
WEC
WEC ENERGY GROUP INC
+$262.1K
18,198
+4%
减持
KO
COCA COLA CO
-$259.5K
56,661
-0%
增持
PG
PROCTER AND GAMBLE CO
-$249.8K
66,423
+1%
增持
WFC
WELLS FARGO CO NEW
+$249.2K
21,324
+11%
减持
NSC
NORFOLK SOUTHN CORP
+$247.0K
6,525
-3%
减持
TOL
TOLL BROTHERS INC
+$246.8K
10,687
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$240.4K
15,108
-3%
减持
VUG
VANGUARD INDEX FDS
+$233.1K
6,422
-1%
减持
LULU
LULULEMON ATHLETICA INC
-$229.6K
3,486
-3%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$227.2K
0
-100%
减持
TSLA
TESLA INC
-$225.8K
938
-54%
减持
ROP
ROPER TECHNOLOGIES INC
-$224.8K
3,008
-1%
减持
VOO
VANGUARD INDEX FDS
-$221.2K
7,103
-12%
减持
AZO
AUTOZONE INC
+$220.2K
458
-3%
建仓
UBER
UBER TECHNOLOGIES INC
+$215.0K
2,195
减持
ABT
ABBOTT LABS
-$212.5K
51,145
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$211.4K
7,977
-4%
增持
MO
ALTRIA GROUP INC
+$209.1K
27,590
+0%
增持
LRCX
LAM RESEARCH CORP
+$209.1K
4,920
+6%
增持
SYK
STRYKER CORPORATION
-$204.0K
11,972
+2%
增持
GD
GENERAL DYNAMICS CORP
+$201.7K
3,290
+4%
增持
FIS
FIDELITY NATL INFORMATION SV
-$197.3K
19,581
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$196.4K
21,275
-2%
减持
PH
PARKER-HANNIFIN CORP
+$185.3K
3,667
-1%
减持
SAP
SAP SE
-$184.4K
176
-77%
增持
META
META PLATFORMS INC
+$183.0K
7,365
+4%
建仓
QDF
FLEXSHARES TR
+$181.0K
2,280
增持
—
AON PLC
+$180.9K
5,710
+10%
减持
AMT
AMERICAN TOWER CORP NEW
-$178.5K
4,549
-5%
增持
NOBL
PROSHARES TR
+$177.4K
46,235
+1%
减持
AMZN
AMAZON COM INC
-$177.0K
132,924
-1%
建仓
DASH
DOORDASH INC
+$172.2K
633
增持
—
MEDTRONIC PLC
+$169.5K
7,668
+19%
减持
—
ROYAL CARIBBEAN GROUP
-$166.5K
1,243
-32%
减持
MAR
MARRIOTT INTL INC NEW
-$166.3K
2,836
-14%
清仓
CNC
CENTENE CORP DEL
-$162.8K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$162.8K
15,251
+31%
增持
VGT
VANGUARD WORLD FD
+$162.0K
750
+25%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$161.4K
7,275
-0%
增持
GLD
SPDR GOLD TR
+$160.2K
2,177
+8%
减持
PRU
PRUDENTIAL FINL INC
-$160.1K
14,494
-6%
增持
CEG
CONSTELLATION ENERGY CORP
+$159.4K
5,612
+7%
增持
KLAC
KLA CORP
+$155.2K
829
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$149.8K
13,743
+7%
增持
AMGN
AMGEN INC
+$148.6K
30,929
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$147.8K
1,228
+36%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$142.4K
1,521
+1%
增持
AMP
AMERIPRISE FINL INC
-$140.7K
4,216
+2%
增持
SHEL
SHELL PLC
+$140.5K
29,369
+5%
减持
ZTS
ZOETIS INC
-$138.6K
11,999
-1%
增持
NKE
NIKE INC
+$131.4K
5,325
+58%
增持
PLD
PROLOGIS INC.
+$130.8K
1,817
+147%
减持
PEP
PEPSICO INC
+$130.0K
32,016
-3%
减持
INTC
INTEL CORP
+$128.9K
14,952
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$127.8K
1,698
-1%
减持
BND
VANGUARD BD INDEX FDS
-$118.9K
13,866
-11%
增持
LOW
LOWES COS INC
+$118.0K
3,736
+1%
减持
CSCO
CISCO SYS INC
-$117.8K
73,209
-1%
增持
SJM
SMUCKER J M CO
+$114.1K
1,525
+190%
建仓
CCJ
CAMECO CORP
+$112.7K
1,344
