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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 68
减持 75
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$19.0M
37,291
+425%
增持
VTI
VANGUARD INDEX FDS
+$9.5M
42,454
+197%
减持
GOOGL
ALPHABET INC
+$7.0M
123,338
-5%
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
LLY
ELI LILLY & CO
+$6.6M
21,295
-0%
减持
HD
HOME DEPOT INC
-$4.6M
47,727
-8%
减持
AAPL
APPLE INC
+$3.8M
249,061
-1%
减持
MSFT
MICROSOFT CORP
-$2.8M
74,876
-1%
增持
AGG
ISHARES TR
+$2.1M
135,527
+19%
减持
NVDA
NVIDIA CORPORATION
-$2.0M
323,722
-3%
增持
ORCL
ORACLE CORP
-$1.9M
28,103
+7%
减持
CAT
CATERPILLAR INC
+$1.7M
18,711
-1%
增持
AMGN
AMGEN INC
+$1.5M
31,398
+2%
增持
AMZN
AMAZON COM INC
+$1.5M
132,950
+0%
增持
IGIB
ISHARES TR
+$1.4M
238,146
+12%
增持
IEFA
ISHARES TR
+$1.2M
84,268
+17%
减持
ZTS
ZOETIS INC
-$1.2M
4,267
-64%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.2M
21,480
+13%
增持
IJH
ISHARES TR
+$1.2M
160,155
+12%
减持
BLK
BLACKROCK INC
-$1.2M
11,992
-0%
增持
IGSB
ISHARES TR
+$1.1M
265,759
+9%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
13,136
+1256%
增持
NFLX
NETFLIX INC
-$1.0M
59,612
+983%
减持
JNJ
JOHNSON & JOHNSON
+$997.6K
58,037
-2%
增持
—
ASTRAZENECA PLC
+$986.4K
11,020
+3076%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$963.7K
108,863
+12%
增持
BSV
VANGUARD BD INDEX FDS
+$888.4K
36,919
+44%
增持
B
BARRICK MNG CORP
+$877.1K
20,365
+6688%
减持
GOOG
ALPHABET INC
+$859.4K
18,196
-9%
增持
AXP
AMERICAN EXPRESS CO
+$811.1K
18,105
+2%
增持
—
DUPONT DE NEMOURS INC
-$809.5K
40,653
+30%
增持
AMAT
APPLIED MATLS INC
+$736.5K
13,771
+1%
增持
IVV
ISHARES TR
+$719.0K
29,066
+1%
增持
CSCO
CISCO SYS INC
+$708.8K
74,228
+1%
增持
EMXC
ISHARES INC
+$705.7K
53,259
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$691.8K
9,359
+1276%
增持
VXF
VANGUARD INDEX FDS
+$691.5K
3,768
+717%
增持
IJR
ISHARES TR
+$690.0K
94,065
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$671.8K
61,602
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$664.0K
19,790
+7%
增持
COST
COSTCO WHSL CORP NEW
-$632.5K
15,537
+3%
增持
PWR
QUANTA SVCS INC
+$612.8K
12,947
+11%
减持
UNP
UNION PAC CORP
-$610.7K
23,755
-8%
减持
LULU
LULULEMON ATHLETICA INC
-$605.1K
73
-98%
减持
NEE
NEXTERA ENERGY INC
+$602.9K
177,126
-2%
减持
HON
HONEYWELL INTL INC
-$589.6K
23,660
-4%
减持
ABT
ABBOTT LABS
-$586.6K
49,994
-2%
增持
AMP
AMERIPRISE FINL INC
+$574.8K
5,396
+28%
减持
MDLZ
MONDELEZ INTL INC
-$557.7K
9,712
-44%
建仓
Q
QNITY ELECTRONICS INC
+$535.6K
6,560
增持
TLT
ISHARES TR
+$525.6K
6,627
+1039%
减持
PAYX
PAYCHEX INC
-$519.1K
21,856
-7%
增持
TMUS
T-MOBILE US INC
-$502.8K
21,516
+6%
增持
PG
PROCTER AND GAMBLE CO
-$496.5K
67,751
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$496.0K
30,186
-27%
减持
—
ACCENTURE PLC IRELAND
-$484.6K
5,569
-31%
减持
GPC
GENUINE PARTS CO
-$483.6K
26,390
-2%
增持
FIS
FIDELITY NATL INFORMATION SV
+$481.3K
26,669
+36%
减持
CMI
CUMMINS INC
+$477.3K
6,551
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$476.2K
7,677
-24%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$470.6K
74,543
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$449.6K
7,354
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$448.9K
55,049
-10%
增持
VB
VANGUARD INDEX FDS
+$443.4K
3,453
+96%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$443.3K
14,288
+14%
减持
WMT
WALMART INC
+$441.4K
105,493
-4%
增持
KIM
KIMCO RLTY CORP
+$437.4K
72,687
+53%
减持
AZO
AUTOZONE INC
-$425.2K
454
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$423.6K
7,808
+1%
减持
AVGO
BROADCOM INC
+$416.0K
27,817
-0%
减持
PH
PARKER-HANNIFIN CORP
+$414.9K
3,635
-1%
增持
META
META PLATFORMS INC
+$408.0K
8,812
+20%
减持
UNH
UNITEDHEALTH GROUP INC
-$405.3K
7,043
-11%
增持
DGX
QUEST DIAGNOSTICS INC
+$402.5K
10,879
+40%
减持
CVX
CHEVRON CORP NEW
-$396.3K
55,591
-3%
清仓
—
UNILEVER PLC
-$373.8K
0
-100%
增持
BX
BLACKSTONE INC
-$368.1K
48,855
+6%
建仓
UL
UNILEVER PLC
+$366.8K
5,609
减持
MO
ALTRIA GROUP INC
-$351.4K
25,515
-8%
减持
LMT
LOCKHEED MARTIN CORP
-$338.9K
5,875
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$336.6K
33,344
-3%
增持
CSX
CSX CORP
+$330.0K
46,512
+22%
减持
MCD
MCDONALDS CORP
-$317.1K
33,618
-4%
增持
SJNK
SPDR SERIES TRUST
+$316.4K
353,539
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$310.4K
14,968
-1%
增持
MRVL
MARVELL TECHNOLOGY INC
+$300.5K
19,861
+20%
减持
ROP
ROPER TECHNOLOGIES INC
-$296.4K
2,704
-10%
减持
V
VISA INC
+$294.7K
31,773
-0%
减持
SYK
STRYKER CORPORATION
-$284.3K
11,783
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$282.4K
20,717
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$278.3K
3,398
-25%
减持
MS
MORGAN STANLEY
+$277.2K
19,026
-2%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$274.5K
61,033
+51%
增持
ANET
ARISTA NETWORKS INC
-$260.6K
48,728
+7%
增持
URI
UNITED RENTALS INC
-$259.8K
3,167
+7%
增持
CEG
CONSTELLATION ENERGY CORP
+$258.0K
5,958
+6%
减持
AVB
AVALONBAY CMNTYS INC
-$255.9K
2,096
-36%
减持
—
NXP SEMICONDUCTORS N V
-$249.4K
4,654
-16%
增持
MA
MASTERCARD INCORPORATED
+$248.3K
23,497
+2%
增持
TOL
TOLL BROTHERS INC
+$231.5K
12,630
+18%
减持
ADBE
ADOBE INC
-$231.5K
3,087
-17%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$230.1K
6,970
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$225.3K
33,584
-5%
增持
VXUS
VANGUARD STAR FDS
+$215.1K
3,256
+683%
减持
MSI
MOTOROLA SOLUTIONS INC
-$214.3K
2,533
-2%
增持
VUG
VANGUARD INDEX FDS
+$212.0K
6,748
+5%
减持
—
ROYAL CARIBBEAN GROUP
-$210.9K
686
-45%
增持
TXN
TEXAS INSTRS INC
+$210.8K
8,987
+22%
增持
BND
VANGUARD BD INDEX FDS
+$210.6K
16,765
+21%
增持
GE
GE AEROSPACE
+$209.4K
5,590
+11%
减持
RTX
RTX CORPORATION
+$208.7K
21,245
-4%
增持
SHEL
SHELL PLC
+$205.1K
31,381
+7%
减持
—
AON PLC
-$201.1K
5,200
-9%
减持
ABBV
ABBVIE INC
-$199.6K
24,449
-2%
减持
DIS
DISNEY WALT CO
-$198.8K
8,807
-16%
减持
APD
AIR PRODS & CHEMS INC
-$196.5K
7,041
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$194.3K
6,137
-6%
增持
ADI
ANALOG DEVICES INC
+$193.5K
6,326
+2%
增持
MUB
ISHARES TR
+$187.2K
27,189
+6%
减持
CARR
CARRIER GLOBAL CORPORATION
-$184.8K
13,572
-10%
增持
VO
VANGUARD INDEX FDS
+$182.3K
31,980
+3%
增持
NKE
NIKE INC
+$181.9K
8,684
+63%
减持
—
EXXON MOBIL CORP
+$181.3K
57,629
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$180.9K
10,803
+46%
增持
COF
CAPITAL ONE FINL CORP
+$179.9K
5,426
+2%
减持
—
LINDE PLC
-$179.3K
2,613
-4%
减持
LPLA
LPL FINL HLDGS INC
+$178.0K
7,883
-1%
减持
WEC
WEC ENERGY GROUP INC
-$178.0K
18,086
-1%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$177.3K
2,599
减持
T
AT&T INC
-$176.5K
38,560
-4%
减持
GLDM
WORLD GOLD TR
-$174.6K
13,063
-23%
减持
CRM
SALESFORCE INC
-$169.2K
14,573
-14%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$165.6K
6,728
-30%
减持
LRCX
LAM RESEARCH CORP
+$164.9K
4,812
-2%
增持
TRGP
TARGA RES CORP
+$164.4K
2,779
+34%
减持
PFE
PFIZER INC
-$159.8K
45,345
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$159.2K
1,696
-0%
减持
MRK
MERCK & CO INC
+$158.4K
38,392
-17%
减持
PEP
PEPSICO INC
-$157.1K
30,234
-6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$156.1K
6,839
+35%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$153.9K
3,168
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$149.4K
3,900
增持
GLD
SPDR GOLD TR
+$146.4K
2,322
+7%
增持
DASH
DOORDASH INC
+$143.1K
1,392
+120%
减持
VLO
VALERO ENERGY CORP
-$140.8K
12,147
-2%
减持
FAST
FASTENAL CO
-$138.6K
12,526
-4%
减持
ALL
ALLSTATE CORP
-$136.9K
12,804
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$136.3K
3,531
-10%
减持
QQQ
INVESCO QQQ TR
+$135.0K
19,249
-1%
减持
DHR
DANAHER CORPORATION
+$134.6K
4,480
-0%
增持
—
TRANE TECHNOLOGIES PLC
+$134.1K
5,862
+15%
