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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $53.08万 | 0.06% | 18,222 | 1,262 | 7.4% | $3.68万 | 加仓 |
| IVE | ISHARES TR | $48.40万 | 0.06% | 2,292 | 180 | 8.5% | $3.80万 | 加仓 |
| CRM | SALESFORCE INC | $44.76万 | 0.05% | 2,398 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $43.38万 | 0.05% | 1,529 | -508 | -24.9% | -$14.41万 | 减仓 |
| GL | GLOBE LIFE INC | $42.66万 | 0.05% | 3,065 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $41.53万 | 0.05% | 930 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $40.97万 | 0.05% | 3,104 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $37.07万 | 0.04% | 2,035 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $36.47万 | 0.04% | 1,492 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $35.37万 | 0.04% | 9,624 | -147,634 | -93.9% | -$542.55万 | 减仓 |
| IEMG | ISHARES INC | $35.10万 | 0.04% | 5,032 | 90 | 1.8% | $6,278 | 加仓 |
| SO | SOUTHERN CO | $33.83万 | 0.04% | 3,505 | -500 | -12.5% | -$4.83万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $32.97万 | 0.04% | 4,384 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.87万 | 0.04% | 3,202 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.63万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $32.55万 | 0.04% | 1,745 | 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 |
| ACHR | ARCHER AVIATION INC | $32.07万 | 0.04% | 62,027 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $31.07万 | 0.04% | 4,086 | -22 | -0.5% | -$1,673 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.92万 | 0.04% | 629 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.81万 | 0.04% | 353 | -127 | -26.5% | -$11.09万 | 减仓 |
| ABBV | ABBVIE INC | $30.56万 | 0.04% | 1,405 | -301 | -17.6% | -$6.55万 | 减仓 |
| SYK | STRYKER CORPORATION | $30.23万 | 0.03% | 920 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $28.58万 | 0.03% | 2,000 | 2,000 | — | $28.58万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.34万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.54万 | 0.03% | 1,030 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $24.25万 | 0.03% | 11,290 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $24.21万 | 0.03% | 2,013 | 2,013 | — | $24.21万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $23.96万 | 0.03% | 1,222 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $23.63万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $22.92万 | 0.03% | 3,793 | 48 | 1.3% | $2,901 | 加仓 |
| IOO | ISHARES TR | $22.65万 | 0.03% | 1,872 | 1,872 | — | $22.65万 | 新建仓 |
| IQDF | FLEXSHARES TR | $22.62万 | 0.03% | 7,143 | 45 | 0.6% | $1,425 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.92万 | 0.03% | 2,915 | 2,915 | — | $21.92万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.19万 | 0.02% | 367 | -6 | -1.6% | -$3,465 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.18万 | 0.02% | 7,285 | -4,182 | -36.5% | -$12.16万 | 减仓 |
| WMT | WALMART INC | $20.77万 | 0.02% | 1,671 | 1,671 | — | $20.77万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.74万 | 0.02% | 415 | 0 | 0.0% | — | 不变 |
| — | MAXCYTE INC | $6.23万 | 0.01% | 88,623 | 0 | 0.0% | — | 不变 |
| 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 |