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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $669.82万 | 0.77% | 133,059 | 10,343 | 8.4% | $52.07万 | 加仓 |
| GLD | SPDR GOLD TR | $690.62万 | 0.79% | 16,050 | -318 | -1.9% | -$13.68万 | 减仓 |
| LLY | ELI LILLY & CO | $754.21万 | 0.87% | 8,200 | -174 | -2.1% | -$16.00万 | 减仓 |
| GLDM | WORLD GOLD TR | $834.21万 | 0.96% | 90,000 | 16,206 | 22.0% | $150.21万 | 加仓 |
| CDW | CDW CORP | $848.27万 | 0.98% | 70,093 | 1,077 | 1.6% | $13.03万 | 加仓 |
| MOAT | VANECK ETF TRUST | $908.01万 | 1.04% | 93,899 | 15,795 | 20.2% | $152.74万 | 加仓 |
| OMC | OMNICOM GROUP INC | $909.72万 | 1.05% | 120,797 | -333 | -0.3% | -$2.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $914.61万 | 1.05% | 52,443 | -1,970 | -3.6% | -$34.36万 | 减仓 |
| DHR | DANAHER CORP DEL | $921.16万 | 1.06% | 48,584 | -1,035 | -2.1% | -$19.62万 | 减仓 |
| IEFA | ISHARES TR | $972.72万 | 1.12% | 107,447 | 89,481 | 498.1% | $810.07万 | 加仓 |
| DIS | DISNEY WALT CO | $990.86万 | 1.14% | 102,807 | 950 | 0.9% | $9.16万 | 加仓 |
| CHE | CHEMED CORP NEW | $1,009.52万 | 1.16% | 26,725 | 1,521 | 6.0% | $57.45万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1,010.33万 | 1.16% | 28,159 | 979 | 3.6% | $35.13万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,018.88万 | 1.17% | 128,874 | 27,897 | 27.6% | $220.55万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,023.15万 | 1.18% | 59,285 | 7,898 | 15.4% | $136.30万 | 加仓 |
| QUAL | ISHARES TR | $1,060.61万 | 1.22% | 55,295 | 10,389 | 23.1% | $199.27万 | 加仓 |
| HD | HOME DEPOT INC | $1,110.93万 | 1.28% | 33,778 | 1,768 | 5.5% | $58.15万 | 加仓 |
| SYY | SYSCO CORP | $1,137.68万 | 1.31% | 159,495 | 2,958 | 1.9% | $21.10万 | 加仓 |
| HDB | HDFC BANK LTD | $1,161.87万 | 1.34% | 466,988 | -104,010 | -18.2% | -$258.78万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,179.30万 | 1.36% | 234,920 | 22,374 | 10.5% | $112.32万 | 加仓 |
| CTAS | CINTAS CORP | $1,214.87万 | 1.40% | 71,826 | 8 | 0.0% | $1,353 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,216.05万 | 1.40% | 63,362 | 4,815 | 8.2% | $92.41万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,326.52万 | 1.53% | 27,625 | 9,085 | 49.0% | $436.25万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,332.77万 | 1.53% | 348,345 | 2,703 | 0.8% | $10.34万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1,353.04万 | 1.56% | 294,843 | 2,251 | 0.8% | $10.33万 | 加仓 |
| V | VISA INC | $1,469.25万 | 1.69% | 48,612 | -267 | -0.5% | -$8.07万 | 减仓 |
| IMTM | ISHARES TR | $1,513.56万 | 1.74% | 315,194 | 18,563 | 6.3% | $89.14万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $1,528.69万 | 1.76% | 694,444 | 11,167 | 1.6% | $24.58万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,679.82万 | 1.93% | 46,807 | -668 | -1.4% | -$23.97万 | 减仓 |
| SONY | SONY GROUP CORP | $1,719.98万 | 1.98% | 830,909 | 16,326 | 2.0% | $33.79万 | 加仓 |
| SHY | ISHARES TR | $1,732.05万 | 1.99% | 209,768 | 7,122 | 3.5% | $58.81万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,786.94万 | 2.06% | 10,335 | -166 | -1.6% | -$28.70万 | 减仓 |
| TJX | TJX COS INC NEW | $1,822.63万 | 2.10% | 114,128 | -76 | -0.1% | -$1.21万 | 减仓 |
| APH | AMPHENOL CORP | $1,823.22万 | 2.10% | 144,299 | -29,075 | -16.8% | -$367.36万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,044.57万 | 2.35% | 734,136 | 28,574 | 4.0% | $79.58万 | 加仓 |
| FDX | FEDEX CORP | $2,065.19万 | 2.38% | 57,982 | -348 | -0.6% | -$12.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,161.67万 | 2.49% | 73,486 | -678 | -0.9% | -$19.94万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $2,316.37万 | 2.66% | 117,522 | 3,195 | 2.8% | $62.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,638.86万 | 3.03% | 55,068 | 34 | 0.1% | $1.63万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,709.88万 | 3.12% | 553,828 | 23,139 | 4.4% | $113.22万 | 加仓 |
| GOOG | ALPHABET INC | $3,168.14万 | 3.64% | 110,442 | -4,482 | -3.9% | -$128.57万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,180.92万 | 3.66% | 94,124 | 755 | 0.8% | $25.52万 | 加仓 |
| IEI | ISHARES TR | $3,310.83万 | 3.81% | 279,159 | 7,995 | 2.9% | $94.82万 | 加仓 |
| MBB | ISHARES TR | $3,334.40万 | 3.83% | 351,174 | 15,940 | 4.8% | $151.35万 | 加仓 |
| AAPL | APPLE INC | $3,745.11万 | 4.31% | 147,567 | -1,558 | -1.0% | -$39.54万 | 减仓 |