CABOT WEALTH MANAGEMENT INC
BEVERLY MA · SEC CIK 0001016683
$8.69亿2026Q1 申报市值
139持仓数
32.9%前十大占比 · 第一大 4.3%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$810.07万
FRDM 新建仓+$622.87万
MEDP 加仓+$436.25万
SPTM 加仓+$220.55万
QUAL 加仓+$199.27万
2026Q1 卖出最多 按季末市值估算
ACN 清仓-$904.63万
SCHE 减仓-$616.43万
NVO 减仓-$542.55万
APH 减仓-$367.36万
HDB 减仓-$258.78万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -33,717 | -100.0% | -$904.63万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -26,253 | -100.0% | -$210.76万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -2,253 | -100.0% | -$90.41万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -3,219 | -100.0% | -$24.28万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -721 | -100.0% | -$24.17万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MAXCYTE INC | $6.23万 | 0.01% | 88,623 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $20.74万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $20.77万 | 0.02% | 1,671 | 1,671 | — | $20.77万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.18万 | 0.02% | 7,285 | -4,182 | -36.5% | -$12.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $21.19万 | 0.02% | 367 | -6 | -1.6% | -$3,465 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.92万 | 0.03% | 2,915 | 2,915 | — | $21.92万 | 新建仓 |
| IQDF | FLEXSHARES TR | $22.62万 | 0.03% | 7,143 | 45 | 0.6% | $1,425 | 加仓 |
| IOO | ISHARES TR | $22.65万 | 0.03% | 1,872 | 1,872 | — | $22.65万 | 新建仓 |
| EMGF | ISHARES INC | $22.92万 | 0.03% | 3,793 | 48 | 1.3% | $2,901 | 加仓 |
| LOW | LOWES COS INC | $23.63万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $23.96万 | 0.03% | 1,222 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.21万 | 0.03% | 2,013 | 2,013 | — | $24.21万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP | $24.25万 | 0.03% | 11,290 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.54万 | 0.03% | 1,030 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $27.34万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $28.58万 | 0.03% | 2,000 | 2,000 | — | $28.58万 | 新建仓 |
| SYK | STRYKER CORPORATION | $30.23万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $30.56万 | 0.04% | 1,405 | -301 | -17.6% | -$6.55万 | 减仓 |
| GEV | GE VERNOVA INC | $30.81万 | 0.04% | 353 | -127 | -26.5% | -$11.09万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.92万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $31.07万 | 0.04% | 4,086 | -22 | -0.5% | -$1,673 | 减仓 |
| ACHR | ARCHER AVIATION INC | $32.07万 | 0.04% | 62,027 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $32.55万 | 0.04% | 6,938 | -1,684 | -19.5% | -$7.90万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $32.55万 | 0.04% | 1,745 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.63万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.87万 | 0.04% | 3,202 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $32.97万 | 0.04% | 4,384 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $33.83万 | 0.04% | 3,505 | -500 | -12.5% | -$4.83万 | 减仓 |
| IEMG | ISHARES INC | $35.10万 | 0.04% | 5,032 | 90 | 1.8% | $6,278 | 加仓 |
| NVO | NOVO-NORDISK A S | $35.37万 | 0.04% | 9,624 | -147,634 | -93.9% | -$542.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $36.47万 | 0.04% | 1,492 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $37.07万 | 0.04% | 2,035 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $40.97万 | 0.05% | 3,104 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $41.53万 | 0.05% | 930 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $42.66万 | 0.05% | 3,065 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $43.38万 | 0.05% | 1,529 | -508 | -24.9% | -$14.41万 | 减仓 |
| CRM | SALESFORCE INC | $44.76万 | 0.05% | 2,398 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $48.40万 | 0.06% | 2,292 | 180 | 8.5% | $3.80万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $53.08万 | 0.06% | 18,222 | 1,262 | 7.4% | $3.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.52万 | 0.06% | 3,659 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $56.11万 | 0.06% | 3,307 | -68 | -2.0% | -$1.15万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $56.28万 | 0.06% | 6,032 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $61.41万 | 0.07% | 2,968 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $76.47万 | 0.09% | 5,294 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $86.45万 | 0.10% | 34,931 | -6,233 | -15.1% | -$15.43万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $93.98万 | 0.11% | 5,560 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $96.66万 | 0.11% | 4,641 | 100 | 2.2% | $2.08万 | 加仓 |
| CCL | CARNIVAL CORP | $106.01万 | 0.12% | 40,964 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $110.31万 | 0.13% | 9,727 | 52 | 0.5% | $5,897 | 加仓 |
| FICO | FAIR ISAAC CORP | $114.65万 | 0.13% | 1,074 | -117 | -9.8% | -$12.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $125.41万 | 0.14% | 3,712 | 3,712 | — | $125.41万 | 新建仓 |
| MSCI | MSCI INC | $133.57万 | 0.15% | 2,478 | -194 | -7.3% | -$10.46万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $135.17万 | 0.16% | 6,241 | 123 | 2.0% | $2.66万 | 加仓 |
| RBLX | ROBLOX CORP | $138.85万 | 0.16% | 24,549 | 7,937 | 47.8% | $44.89万 | 加仓 |
| NOW | SERVICENOW INC | $170.26万 | 0.20% | 16,285 | -1,055 | -6.1% | -$11.03万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $171.33万 | 0.20% | 5,345 | -2,444 | -31.4% | -$78.34万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $172.00万 | 0.20% | 6,190 | 1,875 | 43.5% | $52.10万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $176.42万 | 0.20% | 4,154 | 732 | 21.4% | $31.09万 | 加仓 |
| IBDS | ISHARES TR | $182.37万 | 0.21% | 75,236 | 5,981 | 8.6% | $14.50万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $183.64万 | 0.21% | 52,830 | -62,742 | -54.3% | -$218.09万 | 减仓 |
| IVV | ISHARES TR | $190.48万 | 0.22% | 2,916 | 600 | 25.9% | $39.19万 | 加仓 |
| IBDV | ISHARES TR | $191.32万 | 0.22% | 87,399 | 11,583 | 15.3% | $25.36万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $193.71万 | 0.22% | 77,545 | -902 | -1.1% | -$2.25万 | 减仓 |
| DDOG | DATADOG INC | $207.40万 | 0.24% | 17,569 | 936 | 5.6% | $11.05万 | 加仓 |
| IBDU | ISHARES TR | $210.98万 | 0.24% | 90,707 | 10,094 | 12.5% | $23.48万 | 加仓 |
| SHOP | SHOPIFY INC | $214.56万 | 0.25% | 18,088 | -1,886 | -9.4% | -$22.37万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $215.77万 | 0.25% | 84,152 | -8,454 | -9.1% | -$21.68万 | 减仓 |
| IBDT | ISHARES TR | $241.83万 | 0.28% | 95,471 | 14,385 | 17.7% | $36.44万 | 加仓 |
| ORCL | ORACLE CORP | $267.12万 | 0.31% | 18,158 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $273.95万 | 0.32% | 41,433 | 9,096 | 28.1% | $60.14万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $276.91万 | 0.32% | 59,245 | 12,165 | 25.8% | $56.86万 | 加仓 |
| PODD | INSULET CORP | $282.47万 | 0.32% | 13,461 | -996 | -6.9% | -$20.90万 | 减仓 |
| ROL | ROLLINS INC | $290.05万 | 0.33% | 54,307 | -22,705 | -29.5% | -$121.27万 | 减仓 |
| ESGE | ISHARES INC | $290.16万 | 0.33% | 63,813 | 7,401 | 13.1% | $33.65万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $292.21万 | 0.34% | 63,032 | 1,682 | 2.7% | $7.80万 | 加仓 |
| TSLA | TESLA INC | $299.52万 | 0.34% | 8,057 | -238 | -2.9% | -$8.85万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $304.76万 | 0.35% | 6,611 | -547 | -7.6% | -$25.22万 | 减仓 |
| IDXX | IDEXX LABS INC | $307.35万 | 0.35% | 5,470 | -301 | -5.2% | -$16.91万 | 减仓 |
| IGSB | ISHARES TR | $313.99万 | 0.36% | 59,739 | 7,419 | 14.2% | $38.99万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $329.25万 | 0.38% | 782 | 3 | 0.4% | $1.26万 | 加仓 |
| — | SPDR INDEX SHS FDS | $334.32万 | 0.38% | 48,207 | 13,132 | 37.4% | $91.07万 | 加仓 |
| AVGO | BROADCOM INC | $338.11万 | 0.39% | 10,924 | 1,376 | 14.4% | $42.59万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $340.57万 | 0.39% | 22,331 | -10,163 | -31.3% | -$155.00万 | 减仓 |
| INTF | ISHARES TR | $350.99万 | 0.40% | 90,090 | 22,282 | 32.9% | $86.81万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $410.12万 | 0.47% | 89,841 | 7,993 | 9.8% | $36.49万 | 加仓 |
| GOOGL | ALPHABET INC | $415.35万 | 0.48% | 14,444 | -440 | -3.0% | -$12.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $476.76万 | 0.55% | 12,880 | -349 | -2.6% | -$12.92万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $540.54万 | 0.62% | 22,748 | 4,826 | 26.9% | $114.68万 | 加仓 |
| ASML | ASML HLDG NV | $551.84万 | 0.63% | 4,178 | -254 | -5.7% | -$33.55万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $566.02万 | 0.65% | 174,536 | 7,651 | 4.6% | $24.81万 | 加仓 |
| META | META PLATFORMS INC | $567.55万 | 0.65% | 9,920 | -557 | -5.3% | -$31.87万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $573.74万 | 0.66% | 174,124 | -187,081 | -51.8% | -$616.43万 | 减仓 |
| FRDM | EA SERIES TRUST | $622.87万 | 0.72% | 113,975 | 113,975 | — | $622.87万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $643.11万 | 0.74% | 70,178 | -3,475 | -4.7% | -$31.84万 | 减仓 |