Caldwell Trust Co 13F 持仓 · 2026年Q2
Caldwell Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 811 只证券，申报市值合计 12.37 亿美元。前几大持仓：AAPL（5.82%）、NVDA（5.03%）、SPY（3.77%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $71.9M | 5.82% | 248,637 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $62.3M | 5.03% | 311,134 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $46.6M | 3.77% | 62,426 | 减持 |
| 4 | GOOGL | ALPHABET INC | $42.2M | 3.41% | 118,159 | 减持 |
| 5 | AMZN | AMAZON COM INC | $31.7M | 2.56% | 132,898 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $28.6M | 2.31% | 76,644 | 减持 |
| 7 | LLY | ELI LILLY & CO | $25.8M | 2.09% | 21,550 | 减持 |
| 8 | IVV | ISHARES TR | $23.6M | 1.91% | 31,504 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $22.5M | 1.82% | 32,714 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $21.8M | 1.77% | 66,710 | 增持 |
| 11 | CAT | CATERPILLAR INC | $18.7M | 1.51% | 17,533 | 减持 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $17.3M | 1.40% | 81,280 | 增持 |
| 13 | HD | HOME DEPOT INC | $16.5M | 1.33% | 46,646 | 减持 |
| 14 | VTI | VANGUARD INDEX FDS | $16.2M | 1.31% | 43,751 | 减持 |
| 15 | AGG | ISHARES TR | $15.7M | 1.27% | 158,921 | 增持 |
| 16 | IGSB | ISHARES TR | $15.8M | 1.27% | 300,671 | 增持 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $15.5M | 1.26% | 16,592 | 增持 |
| 18 | MDY | STATE STR SPDR S&P MIDCAP 40 | $15.2M | 1.23% | 21,600 | 增持 |
| 19 | NEE | NEXTERA ENERGY INC | $15.3M | 1.23% | 173,793 | 减持 |
| 20 | IJR | ISHARES TR | $15.0M | 1.22% | 101,419 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $14.3M | 1.16% | 56,485 | 减持 |
| 22 | IJH | ISHARES TR | $14.1M | 1.14% | 183,031 | 增持 |
| 23 | QQQ | INVESCO QQQ TR | $14.1M | 1.14% | 19,128 | 增持 |
| 24 | IGIB | ISHARES TR | $13.3M | 1.08% | 250,113 | 增持 |
| 25 | MA | MASTERCARD INCORPORATED | $12.3M | 0.99% | 23,948 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR