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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,745.11万 | 4.31% | 147,567 | -1,558 | -1.0% | -$39.54万 | 减仓 |
| MBB | ISHARES TR | $3,334.40万 | 3.83% | 351,174 | 15,940 | 4.8% | $151.35万 | 加仓 |
| IEI | ISHARES TR | $3,310.83万 | 3.81% | 279,159 | 7,995 | 2.9% | $94.82万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,180.92万 | 3.66% | 94,124 | 755 | 0.8% | $25.52万 | 加仓 |
| GOOG | ALPHABET INC | $3,168.14万 | 3.64% | 110,442 | -4,482 | -3.9% | -$128.57万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,709.88万 | 3.12% | 553,828 | 23,139 | 4.4% | $113.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,638.86万 | 3.03% | 55,068 | 34 | 0.1% | $1.63万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $2,316.37万 | 2.66% | 117,522 | 3,195 | 2.8% | $62.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,161.67万 | 2.49% | 73,486 | -678 | -0.9% | -$19.94万 | 减仓 |
| FDX | FEDEX CORP | $2,065.19万 | 2.38% | 57,982 | -348 | -0.6% | -$12.39万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,044.57万 | 2.35% | 734,136 | 28,574 | 4.0% | $79.58万 | 加仓 |
| APH | AMPHENOL CORP | $1,823.22万 | 2.10% | 144,299 | -29,075 | -16.8% | -$367.36万 | 减仓 |
| TJX | TJX COS INC NEW | $1,822.63万 | 2.10% | 114,128 | -76 | -0.1% | -$1.21万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,786.94万 | 2.06% | 10,335 | -166 | -1.6% | -$28.70万 | 减仓 |
| SHY | ISHARES TR | $1,732.05万 | 1.99% | 209,768 | 7,122 | 3.5% | $58.81万 | 加仓 |
| SONY | SONY GROUP CORP | $1,719.98万 | 1.98% | 830,909 | 16,326 | 2.0% | $33.79万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,679.82万 | 1.93% | 46,807 | -668 | -1.4% | -$23.97万 | 减仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $1,528.69万 | 1.76% | 694,444 | 11,167 | 1.6% | $24.58万 | 加仓 |
| IMTM | ISHARES TR | $1,513.56万 | 1.74% | 315,194 | 18,563 | 6.3% | $89.14万 | 加仓 |
| V | VISA INC | $1,469.25万 | 1.69% | 48,612 | -267 | -0.5% | -$8.07万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1,353.04万 | 1.56% | 294,843 | 2,251 | 0.8% | $10.33万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,332.77万 | 1.53% | 348,345 | 2,703 | 0.8% | $10.34万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,326.52万 | 1.53% | 27,625 | 9,085 | 49.0% | $436.25万 | 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 |
| CTAS | CINTAS CORP | $1,214.87万 | 1.40% | 71,826 | 8 | 0.0% | $1,353 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,179.30万 | 1.36% | 234,920 | 22,374 | 10.5% | $112.32万 | 加仓 |
| HDB | HDFC BANK LTD | $1,161.87万 | 1.34% | 466,988 | -104,010 | -18.2% | -$258.78万 | 减仓 |
| SYY | SYSCO CORP | $1,137.68万 | 1.31% | 159,495 | 2,958 | 1.9% | $21.10万 | 加仓 |
| HD | HOME DEPOT INC | $1,110.93万 | 1.28% | 33,778 | 1,768 | 5.5% | $58.15万 | 加仓 |
| QUAL | ISHARES TR | $1,060.61万 | 1.22% | 55,295 | 10,389 | 23.1% | $199.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1,023.15万 | 1.18% | 59,285 | 7,898 | 15.4% | $136.30万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,018.88万 | 1.17% | 128,874 | 27,897 | 27.6% | $220.55万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1,010.33万 | 1.16% | 28,159 | 979 | 3.6% | $35.13万 | 加仓 |
| CHE | CHEMED CORP NEW | $1,009.52万 | 1.16% | 26,725 | 1,521 | 6.0% | $57.45万 | 加仓 |
| DIS | DISNEY WALT CO | $990.86万 | 1.14% | 102,807 | 950 | 0.9% | $9.16万 | 加仓 |
| IEFA | ISHARES TR | $972.72万 | 1.12% | 107,447 | 89,481 | 498.1% | $810.07万 | 加仓 |
| DHR | DANAHER CORP DEL | $921.16万 | 1.06% | 48,584 | -1,035 | -2.1% | -$19.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $914.61万 | 1.05% | 52,443 | -1,970 | -3.6% | -$34.36万 | 减仓 |
| OMC | OMNICOM GROUP INC | $909.72万 | 1.05% | 120,797 | -333 | -0.3% | -$2.51万 | 减仓 |
| MOAT | VANECK ETF TRUST | $908.01万 | 1.04% | 93,899 | 15,795 | 20.2% | $152.74万 | 加仓 |
| CDW | CDW CORP | $848.27万 | 0.98% | 70,093 | 1,077 | 1.6% | $13.03万 | 加仓 |
| GLDM | WORLD GOLD TR | $834.21万 | 0.96% | 90,000 | 16,206 | 22.0% | $150.21万 | 加仓 |
| LLY | ELI LILLY & CO | $754.21万 | 0.87% | 8,200 | -174 | -2.1% | -$16.00万 | 减仓 |
| GLD | SPDR GOLD TR | $690.62万 | 0.79% | 16,050 | -318 | -1.9% | -$13.68万 | 减仓 |
| USFR | WISDOMTREE TR | $669.82万 | 0.77% | 133,059 | 10,343 | 8.4% | $52.07万 | 加仓 |
| BIL | SPDR SERIES TRUST | $643.11万 | 0.74% | 70,178 | -3,475 | -4.7% | -$31.84万 | 减仓 |
| FRDM | EA SERIES TRUST | $622.87万 | 0.72% | 113,975 | 113,975 | — | $622.87万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $573.74万 | 0.66% | 174,124 | -187,081 | -51.8% | -$616.43万 | 减仓 |
| META | META PLATFORMS INC | $567.55万 | 0.65% | 9,920 | -557 | -5.3% | -$31.87万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $566.02万 | 0.65% | 174,536 | 7,651 | 4.6% | $24.81万 | 加仓 |
| ASML | ASML HLDG NV | $551.84万 | 0.63% | 4,178 | -254 | -5.7% | -$33.55万 | 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 |
| MSFT | MICROSOFT CORP | $476.76万 | 0.55% | 12,880 | -349 | -2.6% | -$12.92万 | 减仓 |
| GOOGL | ALPHABET INC | $415.35万 | 0.48% | 14,444 | -440 | -3.0% | -$12.65万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $410.12万 | 0.47% | 89,841 | 7,993 | 9.8% | $36.49万 | 加仓 |
| INTF | ISHARES TR | $350.99万 | 0.40% | 90,090 | 22,282 | 32.9% | $86.81万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $340.57万 | 0.39% | 22,331 | -10,163 | -31.3% | -$155.00万 | 减仓 |
| AVGO | BROADCOM INC | $338.11万 | 0.39% | 10,924 | 1,376 | 14.4% | $42.59万 | 加仓 |
| — | SPDR INDEX SHS FDS | $334.32万 | 0.38% | 48,207 | 13,132 | 37.4% | $91.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $329.25万 | 0.38% | 782 | 3 | 0.4% | $1.26万 | 加仓 |
| IGSB | ISHARES TR | $313.99万 | 0.36% | 59,739 | 7,419 | 14.2% | $38.99万 | 加仓 |
| IDXX | IDEXX LABS INC | $307.35万 | 0.35% | 5,470 | -301 | -5.2% | -$16.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $304.76万 | 0.35% | 6,611 | -547 | -7.6% | -$25.22万 | 减仓 |
| TSLA | TESLA INC | $299.52万 | 0.34% | 8,057 | -238 | -2.9% | -$8.85万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $292.21万 | 0.34% | 63,032 | 1,682 | 2.7% | $7.80万 | 加仓 |
| ESGE | ISHARES INC | $290.16万 | 0.33% | 63,813 | 7,401 | 13.1% | $33.65万 | 加仓 |
| ROL | ROLLINS INC | $290.05万 | 0.33% | 54,307 | -22,705 | -29.5% | -$121.27万 | 减仓 |
| PODD | INSULET CORP | $282.47万 | 0.32% | 13,461 | -996 | -6.9% | -$20.90万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $276.91万 | 0.32% | 59,245 | 12,165 | 25.8% | $56.86万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $273.95万 | 0.32% | 41,433 | 9,096 | 28.1% | $60.14万 | 加仓 |
| ORCL | ORACLE CORP | $267.12万 | 0.31% | 18,158 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $241.83万 | 0.28% | 95,471 | 14,385 | 17.7% | $36.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $215.77万 | 0.25% | 84,152 | -8,454 | -9.1% | -$21.68万 | 减仓 |
| SHOP | SHOPIFY INC | $214.56万 | 0.25% | 18,088 | -1,886 | -9.4% | -$22.37万 | 减仓 |
| IBDU | ISHARES TR | $210.98万 | 0.24% | 90,707 | 10,094 | 12.5% | $23.48万 | 加仓 |
| DDOG | DATADOG INC | $207.40万 | 0.24% | 17,569 | 936 | 5.6% | $11.05万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $193.71万 | 0.22% | 77,545 | -902 | -1.1% | -$2.25万 | 减仓 |
| IBDV | ISHARES TR | $191.32万 | 0.22% | 87,399 | 11,583 | 15.3% | $25.36万 | 加仓 |
| IVV | ISHARES TR | $190.48万 | 0.22% | 2,916 | 600 | 25.9% | $39.19万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $183.64万 | 0.21% | 52,830 | -62,742 | -54.3% | -$218.09万 | 减仓 |
| IBDS | ISHARES TR | $182.37万 | 0.21% | 75,236 | 5,981 | 8.6% | $14.50万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $176.42万 | 0.20% | 4,154 | 732 | 21.4% | $31.09万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $172.00万 | 0.20% | 6,190 | 1,875 | 43.5% | $52.10万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $171.33万 | 0.20% | 5,345 | -2,444 | -31.4% | -$78.34万 | 减仓 |
| NOW | SERVICENOW INC | $170.26万 | 0.20% | 16,285 | -1,055 | -6.1% | -$11.03万 | 减仓 |
| RBLX | ROBLOX CORP | $138.85万 | 0.16% | 24,549 | 7,937 | 47.8% | $44.89万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $135.17万 | 0.16% | 6,241 | 123 | 2.0% | $2.66万 | 加仓 |
| MSCI | MSCI INC | $133.57万 | 0.15% | 2,478 | -194 | -7.3% | -$10.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $125.41万 | 0.14% | 3,712 | 3,712 | — | $125.41万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $114.65万 | 0.13% | 1,074 | -117 | -9.8% | -$12.49万 | 减仓 |
| C | CITIGROUP INC | $110.31万 | 0.13% | 9,727 | 52 | 0.5% | $5,897 | 加仓 |
| CCL | CARNIVAL CORP | $106.01万 | 0.12% | 40,964 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $96.66万 | 0.11% | 4,641 | 100 | 2.2% | $2.08万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $93.98万 | 0.11% | 5,560 | 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 |
| PG | PROCTER & GAMBLE CO | $76.47万 | 0.09% | 5,294 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $61.41万 | 0.07% | 2,968 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $56.28万 | 0.06% | 6,032 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $56.11万 | 0.06% | 3,307 | -68 | -2.0% | -$1.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.52万 | 0.06% | 3,659 | 0 | 0.0% | — | 不变 |