13F 机构持仓

Coastline Trust Co

PROVIDENCE RI · SEC CIK 0001324279

2026Q22026Q1 更早 9 个季度 🔒
$10.08亿2026Q1 申报市值
408持仓数
42.2%前十大占比 · 第一大 8.2%
29 / 20新建仓 / 清仓
申报市值走势$11.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 8.2%
GOOGL 4.9%
AAPL 4.7%
IVV 4.0%
EFA 3.8%
MSFT 3.8%
IJH 3.3%
IWR 3.3%
AMZN 3.1%
IEFA 2.9%

2026Q1 买入最多 按季末市值估算

GLD 加仓+$986.35万
IEFA 加仓+$351.75万
VWO 加仓+$324.86万
CEF 加仓+$323.37万
VEA 加仓+$304.31万

2026Q1 卖出最多 按季末市值估算

VBR 减仓-$816.88万
VTEB 减仓-$409.42万
NVDA 减仓-$289.10万
FALN 减仓-$187.46万
IWM 减仓-$186.32万

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
JBHT HUNT J B TRANS SVCS INC $1.91万0.00%90 00.0% — 不变
DVA DAVITA INC $1.92万0.00%125 00.0% — 不变
EBC EASTERN BANKSHARES INC $1.96万0.00%1,000 00.0% — 不变
CTVA CORTEVA INC $1.97万0.00%235 00.0% — 不变
DTM DT MIDSTREAM INC $2.02万0.00%150 00.0% — 不变
MUSA MURPHY USA INC $2.07万0.00%42 00.0% — 不变
IJT ISHARES TR $2.08万0.00%144 144— $2.08万 新建仓
CVS CVS HEALTH CORP $2.15万0.00%300 300— $2.15万 新建仓
TM TOYOTA MOTOR CORP $2.21万0.00%107 -22-17.1% -$4,534 减仓
TER TERADYNE INC $2.22万0.00%75 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $2.28万0.00%340 00.0% — 不变
— HOLOGIC INC $2.46万0.00%325 -75-18.8% -$5,669 减仓
IEF ISHARES TR $2.53万0.00%265 00.0% — 不变
TGT TARGET CORP $2.56万0.00%211 -390-64.9% -$4.73万 减仓
CARR CARRIER GLOBAL CORPORATION $2.59万0.00%460 00.0% — 不变
IBDV ISHARES TR $2.88万0.00%1,316 00.0% — 不变
WEC WEC ENERGY GROUP INC $2.88万0.00%249 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $2.95万0.00%1,423 1,423— $2.95万 新建仓
CNI CANADIAN NATL RY CO $2.98万0.00%290 00.0% — 不变
DOW DOW HLDGS INC $3.07万0.00%738 -250-25.3% -$1.04万 减仓
BSX BOSTON SCIENTIFIC CORP $3.12万0.00%497 497— $3.12万 新建仓
BIV VANGUARD BD INDEX FDS $3.13万0.00%405 00.0% — 不变
EFG ISHARES TR $3.14万0.00%282 282— $3.14万 新建仓
CALF PACER FDS TR $3.25万0.00%725 00.0% — 不变
OXY OCCIDENTAL PETE CORP $3.43万0.00%528 328164.0% $2.13万 加仓
IBDU ISHARES TR $3.44万0.00%1,480 00.0% — 不变
BBH VANECK ETF TRUST $3.57万0.00%190 00.0% — 不变
INTC INTEL CORP $3.64万0.00%825 700560.0% $3.09万 加仓
PRFZ INVESCO EXCHANGE TRADED FD T $3.78万0.00%825 825— $3.78万 新建仓
HII HUNTINGTON INGALLS INDS INC $3.80万0.00%100 100— $3.80万 新建仓
EFV ISHARES TR $4.01万0.00%540 540— $4.01万 新建仓
VWOB VANGUARD WHITEHALL FDS $4.03万0.00%614 00.0% — 不变
WDC WESTERN DIGITAL CORP $4.06万0.00%150 00.0% — 不变
LEN LENNAR CORP $4.07万0.00%469 -442-48.5% -$3.84万 减仓
WRB BERKLEY W R CORP $4.12万0.00%622 00.0% — 不变
DRI DARDEN RESTAURANTS INC $4.31万0.00%220 00.0% — 不变
GM GENERAL MTRS CO $4.36万0.00%585 -3,665-86.2% -$27.30万 减仓
DTE DTE ENERGY CO $4.39万0.00%300 00.0% — 不变
ROST ROSS STORES INC $4.55万0.00%210 -225-51.7% -$4.87万 减仓
BF/B BROWN FORMAN CORP $4.63万0.00%1,751 00.0% — 不变
VOT VANGUARD INDEX FDS $4.71万0.00%183 183— $4.71万 新建仓
BA BOEING CO $4.78万0.00%240 31.3% $597 加仓
— DUPONT DE NEMOURS INC $4.83万0.00%1,054 313.0% $1,420 加仓
CNQ CANADIAN NAT RES LTD MED TER $4.86万0.00%1,000 00.0% — 不变
CACI CACI INTL INC $4.89万0.00%90 00.0% — 不变
IBMO ISHARES TR $4.92万0.00%1,918 00.0% — 不变
STAG STAG INDUSTRIAL INC $5.05万0.01%1,400 00.0% — 不变
ETR ENTERGY CORP NEW $5.06万0.01%450 -4-0.9% -$449 减仓
XLV SELECT SECTOR SPDR TR $5.06万0.01%345 00.0% — 不变
DOV DOVER CORP $5.07万0.01%243 -15-5.8% -$3,127 减仓
VONG VANGUARD SCOTTSDALE FDS $5.21万0.01%475 00.0% — 不变
DLN WISDOMTREE TR $5.36万0.01%600 00.0% — 不变
AZO AUTOZONE INC $5.74万0.01%17 00.0% — 不变
D DOMINION ENERGY INC $6.01万0.01%972 00.0% — 不变
T AT&T INC $6.05万0.01%2,088 1,488248.0% $4.31万 加仓
FLRN SPDR SERIES TRUST $6.13万0.01%1,990 00.0% — 不变
Q QNITY ELECTRONICS INC $6.14万0.01%532 532— $6.14万 新建仓
DINO HF SINCLAIR CORP $6.24万0.01%1,000 00.0% — 不变
STT STATE STR CORP $6.33万0.01%500 00.0% — 不变
VDE VANGUARD WORLD FD $6.40万0.01%370 00.0% — 不变
BND VANGUARD BD INDEX FDS $6.41万0.01%871 -27-3.0% -$1,988 减仓
RIO RIO TINTO PLC $6.48万0.01%695 00.0% — 不变
IBDT ISHARES TR $6.50万0.01%2,565 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $6.52万0.01%1,151 -2,717-70.2% -$15.40万 减仓
NKE NIKE INC $6.53万0.01%1,236 00.0% — 不变
VTIP VANGUARD MALVERN FDS $6.54万0.01%1,310 -160-10.9% -$7,992 减仓
INTU INTUIT $6.62万0.01%153 00.0% — 不变
CRWV COREWEAVE INC $6.62万0.01%854 00.0% — 不变
VMC VULCAN MATLS CO $6.64万0.01%244 00.0% — 不变
WTRG ESSENTIAL UTILS INC $6.82万0.01%1,693 00.0% — 不变
OGS ONE GAS INC $6.89万0.01%800 00.0% — 不变
CC CHEMOURS CO $6.94万0.01%3,150 00.0% — 不变
SRE SEMPRA $7.19万0.01%740 -15,340-95.4% -$149.06万 减仓
BP BP PLC $7.19万0.01%1,530 00.0% — 不变
VAW VANGUARD WORLD FD $7.32万0.01%325 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $7.43万0.01%379 00.0% — 不变
GPC GENUINE PARTS CO $7.93万0.01%750 00.0% — 不变
FLOT ISHARES TR $8.09万0.01%1,587 -2,000-55.8% -$10.19万 减仓
UHT UNIVERSAL HEALTH RLTY INCOME $8.09万0.01%2,000 00.0% — 不变
XLK SELECT SECTOR SPDR TR $8.11万0.01%610 00.0% — 不变
TRV TRAVELERS COMPANIES INC $8.31万0.01%285 00.0% — 不变
EPS WISDOMTREE TR $8.38万0.01%1,230 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $8.43万0.01%2,195 311.4% $1,191 加仓
NZF NUVEEN MUN CR INCOME FD $8.50万0.01%6,975 00.0% — 不变
BN BROOKFIELD CORP $8.50万0.01%2,100 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $8.82万0.01%1,121 48175.2% $3.78万 加仓
PFE PFIZER INC $8.99万0.01%3,200 00.0% — 不变
DLR DIGITAL RLTY TR INC $9.01万0.01%500 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $9.16万0.01%12,143 00.0% — 不变
PRU PRUDENTIAL FINL INC $9.77万0.01%1,000 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $10.52万0.01%489 00.0% — 不变
IBDS ISHARES TR $10.61万0.01%4,375 00.0% — 不变
VGT VANGUARD WORLD FD $10.74万0.01%154 -55-26.3% -$3.84万 减仓
SHYG ISHARES TR $10.83万0.01%2,560 00.0% — 不变
VXUS VANGUARD STAR FDS $10.96万0.01%1,421 24320.6% $1.87万 加仓
AEP AMERICAN ELEC PWR CO INC $11.09万0.01%846 00.0% — 不变
WAT WATERS CORP $11.52万0.01%387 387— $11.52万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $11.70万0.01%1,811 00.0% — 不变
XLU SELECT SECTOR SPDR TR $11.97万0.01%2,608 00.0% — 不变
IBMP ISHARES TR $12.00万0.01%4,716 00.0% — 不变