CABOT WEALTH MANAGEMENT INC
BEVERLY MA · SEC CIK 0001016683
$9.82亿2026Q2 申报市值
142持仓数
30.5%前十大占比 · 第一大 4.4%
12 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JMTG 新建仓+$2,437.21万
J P MORGAN EXCHA 新建仓+$2,292.74万
JMOM 新建仓+$1,474.82万
J P MORGAN EXCHA 新建仓+$1,298.45万
IEMG 加仓+$1,098.72万
2026Q2 卖出最多 按季末市值估算
MBB 减仓-$2,131.41万
IEI 减仓-$2,016.89万
VFMO 减仓-$1,677.64万
HDB 减仓-$1,157.35万
SYY 清仓-$1,137.68万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -159,495 | -100.0% | -$1,137.68万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -28,159 | -100.0% | -$1,010.33万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -48,584 | -100.0% | -$921.16万 | 清仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -77,545 | -100.0% | -$193.71万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -6,190 | -100.0% | -$172.00万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -24,549 | -100.0% | -$138.85万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1,074 | -100.0% | -$114.65万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -40,964 | -100.0% | -$106.01万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -1,872 | -100.0% | -$22.65万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,915 | -100.0% | -$21.92万 | 清仓 |
| — | MAXCYTE INC | $10.90万 | 0.01% | 88,623 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $19.15万 | 0.02% | 11,290 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $20.27万 | 0.02% | 6,653 | 6,653 | — | $20.27万 | 新建仓 |
| BAC | BANK OF AMER CORP | $21.06万 | 0.02% | 3,696 | -225 | -5.7% | -$1.28万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $21.31万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $22.05万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $22.09万 | 0.02% | 1,950 | 279 | 16.7% | $3.16万 | 加仓 |
| IQDF | FLEXSHARES TR | $22.16万 | 0.02% | 6,412 | -731 | -10.2% | -$2.53万 | 减仓 |
| SII | SPROTT INC | $22.47万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $24.20万 | 0.02% | 6,699 | -586 | -8.0% | -$2.12万 | 减仓 |
| EMGF | ISHARES INC | $24.89万 | 0.03% | 3,398 | -395 | -10.4% | -$2.89万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.15万 | 0.03% | 433 | 433 | — | $25.15万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $25.17万 | 0.03% | 1,222 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $27.04万 | 0.03% | 367 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $28.30万 | 0.03% | 899 | -21 | -2.3% | -$6,612 | 减仓 |
| MCD | MCDONALDS CORP | $28.38万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.91万 | 0.03% | 2,250 | 237 | 11.8% | $3.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $29.05万 | 0.03% | 3,202 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $29.16万 | 0.03% | 6,083 | -3,541 | -36.8% | -$16.98万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $29.34万 | 0.03% | 62,027 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $30.95万 | 0.03% | 1,030 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.54万 | 0.03% | 629 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.27万 | 0.03% | 3,104 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $33.21万 | 0.03% | 4,086 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $33.51万 | 0.03% | 2,400 | 2,400 | — | $33.51万 | 新建仓 |
| SO | SOUTHERN CO | $33.55万 | 0.03% | 3,505 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $34.40万 | 0.04% | 2,035 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $35.33万 | 0.04% | 2,255 | -143 | -6.0% | -$2.24万 | 减仓 |
| ABBV | ABBVIE INC | $35.36万 | 0.04% | 1,405 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $35.92万 | 0.04% | 6,938 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $36.70万 | 0.04% | 4,384 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $39.03万 | 0.04% | 1,745 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $39.04万 | 0.04% | 1,537 | 45 | 3.0% | $1.14万 | 加仓 |
| — | EXXON MOBIL CORP | $41.78万 | 0.04% | 3,056 | -251 | -7.6% | -$3.43万 | 减仓 |
| GEV | GE VERNOVA INC | $43.70万 | 0.04% | 372 | 19 | 5.4% | $2.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.02万 | 0.05% | 3,859 | 200 | 5.5% | $2.33万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $46.81万 | 0.05% | 1,382 | 1,382 | — | $46.81万 | 新建仓 |
| HDB | HDFC BANK LTD | $48.89万 | 0.05% | 18,926 | -448,062 | -95.9% | -$1,157.35万 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.20万 | 0.05% | 2,968 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $52.04万 | 0.05% | 2,292 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $54.77万 | 0.06% | 3,065 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $56.13万 | 0.06% | 1,502 | -27 | -1.8% | -$1.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.84万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $62.36万 | 0.06% | 18,429 | 207 | 1.1% | $7,005 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $73.25万 | 0.07% | 6,032 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $77.63万 | 0.08% | 5,294 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $88.20万 | 0.09% | 7,725 | -10,363 | -57.3% | -$118.32万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $92.23万 | 0.09% | 33,295 | -1,636 | -4.7% | -$4.53万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $94.33万 | 0.10% | 1,899 | 969 | 104.2% | $48.13万 | 加仓 |
| MSCI | MSCI INC | $94.59万 | 0.10% | 1,689 | -789 | -31.8% | -$44.19万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $105.28万 | 0.11% | 1,878 | -2,276 | -54.8% | -$127.59万 | 减仓 |
| NOW | SERVICENOW INC | $110.07万 | 0.11% | 11,087 | -5,198 | -31.9% | -$51.61万 | 减仓 |
| AMZN | AMAZON COM INC | $110.61万 | 0.11% | 4,641 | 0 | 0.0% | — | 不变 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $116.77万 | 0.12% | 33,090 | -19,740 | -37.4% | -$69.66万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $127.74万 | 0.13% | 3,710 | -1,635 | -30.6% | -$56.30万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $129.09万 | 0.13% | 5,623 | -618 | -9.9% | -$14.19万 | 减仓 |
| PODD | INSULET CORP | $135.64万 | 0.14% | 8,909 | -4,552 | -33.8% | -$69.30万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $136.09万 | 0.14% | 5,560 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $136.79万 | 0.14% | 9,773 | 46 | 0.5% | $6,438 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $163.65万 | 0.17% | 4,115 | -2,496 | -37.8% | -$99.26万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $173.32万 | 0.18% | 9,724 | -9,826 | -50.3% | -$175.14万 | 减仓 |
| BIL | SPDR SERIES TRUST | $179.44万 | 0.18% | 19,581 | -50,597 | -72.1% | -$463.67万 | 减仓 |
| IVV | ISHARES TR | $181.61万 | 0.18% | 2,425 | -491 | -16.8% | -$36.77万 | 减仓 |
| ROL | ROLLINS INC | $207.92万 | 0.21% | 49,814 | -4,493 | -8.3% | -$18.75万 | 减仓 |
| IBDS | ISHARES TR | $223.86万 | 0.23% | 92,429 | 17,193 | 22.9% | $41.64万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $238.19万 | 0.24% | 80,934 | -3,218 | -3.8% | -$9.47万 | 减仓 |
| DDOG | DATADOG INC | $250.54万 | 0.26% | 9,623 | -7,946 | -45.2% | -$206.88万 | 减仓 |
| IBDV | ISHARES TR | $260.39万 | 0.27% | 119,446 | 32,047 | 36.7% | $69.86万 | 加仓 |
| ORCL | ORACLE CORP | $266.11万 | 0.27% | 18,158 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $270.38万 | 0.28% | 5,136 | -334 | -6.1% | -$17.58万 | 减仓 |
| IBDU | ISHARES TR | $271.58万 | 0.28% | 117,263 | 26,556 | 29.3% | $61.50万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $286.13万 | 0.29% | 59,461 | 216 | 0.4% | $1.04万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $288.31万 | 0.29% | 15,745 | -6,586 | -29.5% | -$120.60万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $306.23万 | 0.31% | 63,063 | 31 | 0.0% | $1,505 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $307.03万 | 0.31% | 41,320 | -113 | -0.3% | -$8,396 | 减仓 |
| TSLA | TESLA INC | $326.64万 | 0.33% | 7,766 | -291 | -3.6% | -$12.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $390.27万 | 0.40% | 3,381 | -331 | -8.9% | -$38.21万 | 减仓 |
| GOOGL | ALPHABET INC | $412.01万 | 0.42% | 11,529 | -2,915 | -20.2% | -$104.17万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $415.85万 | 0.42% | 27,540 | 27,540 | — | $415.85万 | 新建仓 |
| META | META PLATFORMS INC | $417.17万 | 0.42% | 7,406 | -2,514 | -25.3% | -$141.61万 | 减仓 |
| IGSB | ISHARES TR | $425.74万 | 0.43% | 81,232 | 21,493 | 36.0% | $112.64万 | 加仓 |
| IBDT | ISHARES TR | $430.45万 | 0.44% | 170,474 | 75,003 | 78.6% | $189.38万 | 加仓 |
| MSFT | MICROSOFT CORP | $453.69万 | 0.46% | 12,163 | -717 | -5.6% | -$26.74万 | 减仓 |
| ESGE | ISHARES INC | $485.71万 | 0.49% | 88,811 | 24,998 | 39.2% | $136.71万 | 加仓 |
| VMI | VALMONT INDS INC | $569.34万 | 0.58% | 9,857 | 9,857 | — | $569.34万 | 新建仓 |
| GLD | SPDR GOLD TR | $579.39万 | 0.59% | 15,728 | -322 | -2.0% | -$11.86万 | 减仓 |
| INTF | ISHARES TR | $583.92万 | 0.59% | 142,558 | 52,468 | 58.2% | $214.91万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $586.86万 | 0.60% | 116,463 | 26,622 | 29.6% | $134.15万 | 加仓 |
| — | SPDR INDEX SHS FDS | $592.78万 | 0.60% | 74,171 | 25,964 | 53.9% | $207.51万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $603.21万 | 0.61% | 166,356 | -7,768 | -4.5% | -$28.17万 | 减仓 |