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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $653.78万 | 0.67% | 129,848 | -3,211 | -2.4% | -$16.17万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $666.65万 | 0.68% | 175,158 | 622 | 0.4% | $2.37万 | 加仓 |
| ASML | ASML HLDG NV | $744.25万 | 0.76% | 3,741 | -437 | -10.5% | -$86.94万 | 减仓 |
| GLDM | WORLD GOLD TR | $769.86万 | 0.78% | 96,935 | 6,935 | 7.7% | $55.08万 | 加仓 |
| OMC | OMNICOM GROUP INC | $846.51万 | 0.86% | 116,231 | -4,566 | -3.8% | -$33.25万 | 减仓 |
| AVGO | BROADCOM INC | $878.04万 | 0.89% | 23,244 | 12,320 | 112.8% | $465.39万 | 加仓 |
| FRDM | EA SERIES TRUST | $893.43万 | 0.91% | 122,555 | 8,580 | 7.5% | $62.55万 | 加仓 |
| VGT | VANGUARD WORLD FD | $941.41万 | 0.96% | 78,766 | 78,766 | — | $941.41万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $944.55万 | 0.96% | 31,176 | 8,428 | 37.0% | $255.34万 | 加仓 |
| SHY | ISHARES TR | $944.97万 | 0.96% | 115,086 | -94,682 | -45.1% | -$777.43万 | 减仓 |
| DIS | DISNEY WALT CO | $960.31万 | 0.98% | 99,773 | -3,034 | -3.0% | -$29.20万 | 减仓 |
| CDW | CDW CORP | $967.25万 | 0.98% | 68,775 | -1,318 | -1.9% | -$18.54万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $969.95万 | 0.99% | 59,299 | 14 | 0.0% | $2,290 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $988.54万 | 1.01% | 233,477 | -1,443 | -0.6% | -$6.11万 | 减仓 |
| KLAC | KLA CORP | $1,071.16万 | 1.09% | 35,503 | 35,503 | — | $1,071.16万 | 新建仓 |
| IEMG | ISHARES INC | $1,140.41万 | 1.16% | 137,664 | 132,632 | 2,635.8% | $1,098.72万 | 加仓 |
| HD | HOME DEPOT INC | $1,157.86万 | 1.18% | 32,830 | -948 | -2.8% | -$33.43万 | 减仓 |
| MBB | ISHARES TR | $1,187.89万 | 1.21% | 125,676 | -225,498 | -64.2% | -$2,131.41万 | 减仓 |
| CTAS | CINTAS CORP | $1,232.37万 | 1.25% | 72,458 | 632 | 0.9% | $10.75万 | 加仓 |
| IEFA | ISHARES TR | $1,238.72万 | 1.26% | 128,258 | 20,811 | 19.4% | $200.99万 | 加仓 |
| CHE | CHEMED CORP NEW | $1,239.25万 | 1.26% | 26,608 | -117 | -0.4% | -$5.45万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $1,254.62万 | 1.28% | 50,284 | -67,238 | -57.2% | -$1,677.64万 | 减仓 |
| IEI | ISHARES TR | $1,261.84万 | 1.28% | 107,436 | -171,723 | -61.5% | -$2,016.89万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,298.45万 | 1.32% | 132,092 | 132,092 | — | $1,298.45万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,404.99万 | 1.43% | 66,033 | 2,671 | 4.2% | $56.83万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,405.96万 | 1.43% | 26,548 | -1,077 | -3.9% | -$57.04万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,425.72万 | 1.45% | 359,305 | 10,960 | 3.1% | $43.49万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $1,474.82万 | 1.50% | 172,574 | 172,574 | — | $1,474.82万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1,506.99万 | 1.53% | 289,305 | -5,538 | -1.9% | -$28.85万 | 减仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $1,510.58万 | 1.54% | 688,349 | -6,095 | -0.9% | -$13.38万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,556.44万 | 1.58% | 171,433 | 42,559 | 33.0% | $386.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,584.05万 | 1.61% | 79,167 | 26,724 | 51.0% | $534.72万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,635.95万 | 1.67% | 157,363 | 63,464 | 67.6% | $659.77万 | 加仓 |
| V | VISA INC | $1,650.51万 | 1.68% | 48,107 | -505 | -1.0% | -$17.33万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,665.48万 | 1.70% | 9,812 | -523 | -5.1% | -$88.77万 | 减仓 |
| SONY | SONY GROUP CORP | $1,713.39万 | 1.74% | 854,132 | 23,223 | 2.8% | $46.59万 | 加仓 |
| TJX | TJX COS INC NEW | $1,716.51万 | 1.75% | 113,301 | -827 | -0.7% | -$12.53万 | 减仓 |
| IMTM | ISHARES TR | $1,722.33万 | 1.75% | 322,958 | 7,764 | 2.5% | $41.41万 | 加仓 |
| LLY | ELI LILLY & CO | $1,729.34万 | 1.76% | 14,418 | 6,218 | 75.8% | $745.81万 | 加仓 |
| FDX | FEDEX CORP | $1,787.65万 | 1.82% | 57,090 | -892 | -1.5% | -$27.93万 | 减仓 |
| QUAL | ISHARES TR | $1,981.38万 | 2.02% | 90,297 | 35,002 | 63.3% | $768.05万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,267.90万 | 2.31% | 729,227 | -4,909 | -0.7% | -$15.27万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $2,292.74万 | 2.33% | 234,462 | 234,462 | — | $2,292.74万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,307.64万 | 2.35% | 46,611 | -196 | -0.4% | -$9.70万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,393.49万 | 2.44% | 73,122 | -364 | -0.5% | -$11.91万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $2,437.21万 | 2.48% | 480,901 | 480,901 | — | $2,437.21万 | 新建仓 |
| APH | AMPHENOL CORP | $2,511.29万 | 2.56% | 142,428 | -1,871 | -1.3% | -$32.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,757.30万 | 2.81% | 55,103 | 35 | 0.1% | $1.75万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $3,057.74万 | 3.11% | 579,556 | 25,728 | 4.6% | $135.74万 | 加仓 |
| GOOG | ALPHABET INC | $3,757.28万 | 3.83% | 106,339 | -4,103 | -3.7% | -$144.97万 | 减仓 |
| AAPL | APPLE INC | $4,131.90万 | 4.21% | 142,794 | -4,773 | -3.2% | -$138.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,313.99万 | 4.39% | 90,332 | -3,792 | -4.0% | -$181.09万 | 减仓 |