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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 78
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$7.8M
76,667
+2%
增持
AAPL
APPLE INC
-$4.0M
251,215
+1%
增持
NVDA
NVIDIA CORPORATION
-$3.9M
323,899
+0%
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
-$3.5M
122,040
-1%
增持
—
EXXON MOBIL CORP
+$3.2M
59,497
+3%
减持
CVX
CHEVRON CORPORATION
+$2.9M
55,195
-1%
增持
LLY
ELI LILLY & CO
-$2.9M
21,732
+2%
增持
AMZN
AMAZON COM INC
-$2.5M
135,145
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.5M
15,918
+2%
减持
CAT
CATERPILLAR INC
+$2.3M
18,354
-2%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
58,081
+0%
减持
NEE
NEXTERA ENERGY INC
+$2.1M
175,422
-1%
增持
PWR
QUANTA SVCS INC
+$2.0M
13,670
+6%
增持
BX
BLACKSTONE INC
-$1.8M
49,932
+2%
增持
JPM
JPMORGAN CHASE & CO
-$1.7M
66,639
+1%
减持
V
VISA INC
-$1.6M
31,614
-1%
增持
MA
MASTERCARD INCORPORATED
-$1.5M
23,817
+1%
减持
VOO
VANGUARD INDEX FDS
-$1.5M
36,690
-2%
减持
ABT
ABBOTT LABORATORIES
-$1.4M
47,646
-5%
减持
BLK
BLACKROCK INC
-$1.3M
11,946
-0%
增持
IEFA
ISHARES TR
+$1.3M
97,964
+16%
建仓
—
ASTRAZENECA PLC
+$1.3M
6,618
减持
CRM
SALESFORCE INC
-$1.3M
13,778
-5%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.3M
62,622
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
3,875
-45%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
34,108
+103%
减持
WMT
WALMART INC
+$1.3M
104,669
-1%
增持
AMAT
APPLIED MATLS INC
+$1.2M
14,000
+2%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$1.2M
0
-100%
增持
PSX
PHILLIPS 66
+$1.1M
18,575
+7%
增持
ORCL
ORACLE CORP
-$1.1M
29,542
+5%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.1M
14,165
-47%
增持
AXP
AMERICAN EXPRESS CO
-$1.1M
18,654
+3%
减持
AVGO
BROADCOM INC
-$1.0M
27,740
-0%
增持
IJH
ISHARES TR
+$1.0M
171,917
+7%
清仓
—
ASTRAZENECA PLC
-$1.0M
0
-100%
减持
VLO
VALERO ENERGY CORP
+$1.0M
12,068
-1%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.0M
3,357
+5145%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$998.6K
3,696
-88%
增持
QSR
RESTAURANT BRANDS INTL INC
+$965.5K
15,465
+495%
减持
DKS
DICKS SPORTING GOODS INC
-$959.9K
3,413
-59%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$930.1K
20,347
+3%
增持
AGG
ISHARES TR
+$927.7K
145,705
+8%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$906.6K
3,593
+216%
增持
IGSB
ISHARES TR
+$905.1K
284,597
+7%
建仓
BUD
ANHEUSER BUSCH INBEV SA NV
+$888.7K
12,811
减持
J
JACOBS SOLUTIONS INC
-$882.4K
6,018
-52%
减持
PG
PROCTER & GAMBLE CO
-$865.3K
61,230
-10%
增持
BAC
BANK AMERICA CORP
+$855.7K
85,237
+42%
增持
AMGN
AMGEN INC
+$852.5K
31,631
+1%
增持
IJR
ISHARES TR
+$842.2K
97,715
+4%
减持
HD
HOME DEPOT INC
-$829.9K
47,411
-1%
增持
EMXC
ISHARES INC
+$820.2K
59,637
+12%
减持
QQQ
INVESCO QQQ TR
-$805.9K
19,091
-1%
增持
SHEL
SHELL PLC
+$796.6K
33,360
+6%
增持
GLW
CORNING INC
+$775.9K
15,893
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$764.6K
78,387
+5%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$759.8K
21,591
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$738.7K
21,501
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$726.9K
117,472
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$725.5K
5,902
+0%
减持
QCOM
QUALCOMM INC
-$698.5K
14,996
-2%
减持
HON
HONEYWELL INTL INC
+$648.6K
23,291
-2%
增持
DGX
QUEST DIAGNOSTICS INC
+$638.2K
12,889
+18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$573.2K
56,082
+2%
减持
GOOG
ALPHABET INC
-$552.2K
17,980
-1%
减持
PAYX
PAYCHEX INC
-$551.8K
20,625
-6%
减持
ROP
ROPER TECHNOLOGIES INC
-$538.0K
1,881
-30%
增持
BSV
VANGUARD BD INDEX FDS
+$533.6K
43,913
+19%
减持
GPC
GENUINE PARTS CO
-$529.8K
25,675
-3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$528.3K
22,373
+13%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$504.7K
18,722
增持
KIM
KIMCO REALTY CORP
+$495.9K
87,640
+21%
减持
ADBE
ADOBE INC
-$491.9K
2,421
-22%
减持
SYK
STRYKER CORPORATION
-$486.1K
11,124
-6%
增持
KR
KROGER CO
+$481.7K
30,660
+10%
增持
CSX
CSX CORP
+$473.9K
52,617
+13%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$469.6K
9,923
+6515%
增持
DUK
DUKE ENERGY CORP NEW
+$467.8K
33,420
+0%
减持
LPLA
LPL FINL HLDGS INC
-$459.2K
7,833
-1%
减持
—
ACCENTURE PLC IRELAND
-$447.8K
5,277
-5%
增持
SO
SOUTHERN CO
+$424.3K
30,977
+5%
增持
VXUS
VANGUARD STAR FDS
+$422.9K
8,670
+166%
增持
COP
CONOCOPHILLIPS
+$422.1K
10,921
+0%
增持
CEG
CONSTELLATION ENERGY CORP
-$421.5K
6,028
+1%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$414.7K
3,929
增持
TMUS
T-MOBILE US INC
+$407.1K
22,738
+6%
减持
MRK
MERCK & CO INC
+$404.8K
36,960
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$402.0K
20,892
+1%
增持
SJNK
SPDR SERIES TRUST
+$400.3K
374,375
+6%
减持
XLK
SELECT SECTOR SPDR TR
-$377.2K
32,640
-0%
增持
ADI
ANALOG DEVICES INC
+$360.6K
6,526
+3%
减持
VUG
VANGUARD INDEX FDS
-$353.8K
6,727
-0%
增持
KO
COCA COLA CO
+$345.6K
54,575
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$340.6K
13,018
-9%
增持
PANW
PALO ALTO NETWORKS INC
-$339.5K
15,080
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$332.3K
6,272
+7%
增持
MCD
MCDONALDS CORP
+$328.2K
34,116
+1%
增持
TXN
TEXAS INSTRS INC
+$327.9K
9,720
+8%
增持
COF
CAPITAL ONE FINL CORP
-$317.3K
5,469
+1%
减持
MS
MORGAN STANLEY
-$313.6K
18,619
-2%
增持
—
DUPONT DE NEMOURS INC
+$309.5K
42,441
+4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$306.5K
1,522
-38%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$303.0K
7,819
+6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$302.7K
16,259
+24%
减持
ED
CONSOLIDATED EDISON INC
+$298.7K
22,386
-1%
减持
DE
DEERE & CO
+$295.1K
3,239
-1%
增持
NFLX
NETFLIX INC.
+$287.4K
61,119
+3%
减持
NKE
NIKE INC
-$281.2K
5,150
-41%
减持
PRU
PRUDENTIAL FINL INC
-$280.2K
13,451
-5%
减持
NOW
SERVICENOW INC
-$273.2K
1,788
-40%
建仓
DXCM
DEXCOM INC
+$271.7K
4,327
减持
NOC
NORTHROP GRUMMAN CORP
+$263.7K
2,430
-1%
减持
AXON
AXON ENTERPRISE INC
-$257.7K
645
-31%
减持
IWF
ISHARES TR
-$257.1K
5,159
-1%
增持
URI
UNITED RENTALS INC
-$251.4K
3,173
+0%
增持
IGIB
ISHARES TR
+$250.8K
245,812
+3%
建仓
SNOW
SNOWFLAKE INC
+$249.9K
1,657
减持
PEP
PEPSICO INC
+$249.8K
29,551
-2%
建仓
NYT
NEW YORK TIMES CO MTN BE
+$247.9K
2,961
减持
ISRG
INTUITIVE SURGICAL INC
-$243.0K
2,242
-1%
减持
EMR
EMERSON ELEC CO
-$235.8K
28,380
-5%
减持
MUB
ISHARES TR
-$223.4K
25,330
-7%
增持
BIV
VANGUARD BD INDEX FDS
+$223.2K
19,350
+19%
增持
MMM
3M CO
-$221.1K
15,085
+0%
增持
WFC
WELLS FARGO & CO
-$206.5K
18,677
+3%
减持
KLAC
KLA CORP
+$203.3K
823
-1%
增持
TOL
TOLL BROTHERS INC
+$200.0K
13,980
+11%
建仓
SPIB
SPDR SERIES TRUST
+$199.4K
5,944
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$199.0K
33,149
-1%
增持
GD
GENERAL DYNAMICS CORP
+$195.4K
3,721
+16%
增持
B
BARRICK MNG CORP
+$193.9K
26,497
+30%
减持
BDX
BECTON DICKINSON & CO
-$193.7K
3,440
-9%
减持
—
NXP SEMICONDUCTORS N V
-$192.8K
4,152
-11%
减持
SCHD
SCHWAB STRATEGIC TR
+$190.8K
88,542
-4%
减持
ZTS
ZOETIS INC
-$189.6K
2,938
-31%
清仓
VFVA
VANGUARD WELLINGTON FD
-$185.4K
0
-100%
增持
—
LINDE PLC
+$184.7K
2,620
+0%
减持
RTX
RTX CORPORATION
+$179.8K
21,131
-1%
建仓
SHOP
SHOPIFY INC
+$177.9K
1,500
减持
MO
ALTRIA GROUP INC
+$176.9K
24,975
-2%
减持
WEC
WEC ENERGY GROUP INC
+$174.8K
17,985
-1%
增持
DHR
DANAHER CORP DEL
-$173.3K
4,495
+0%
减持
UNP
UNION PAC CORP
+$168.7K
23,344
-2%
减持
MPC
MARATHON PETE CORP
+$162.8K
2,016
-0%
增持
T
AT&T INC
+$162.3K
38,638
+0%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$161.5K
1,485
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$150.4K
8,959
+15%
增持
CSCO
CISCO SYS INC
+$149.9K
75,624
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$146.7K
1,701
+0%
