Coastline Trust Co
PROVIDENCE RI · SEC CIK 0001324279
$11.28亿2026Q2 申报市值
406持仓数
42.3%前十大占比 · 第一大 8.1%
17 / 19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
VEA 加仓+$278.16万
IDEQ 加仓+$227.69万
AGG 加仓+$227.65万
MUB 加仓+$166.04万
EFA 加仓+$154.45万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$343.99万
PANW 减仓-$338.60万
HONEYWELL INTL I 清仓-$241.74万
VXF 减仓-$207.58万
META 减仓-$160.71万
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 |
|---|---|---|---|---|---|---|---|---|
| EXC | EXELON CORP | $1.95万 | 0.00% | 418 | -3,900 | -90.3% | -$18.18万 | 减仓 |
| CTVA | CORTEVA INC | $1.99万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $2.07万 | 0.00% | 820 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $2.22万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $2.26万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $2.51万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $2.57万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $2.60万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $2.64万 | 0.00% | 234 | 234 | — | $2.64万 | 新建仓 |
| DVA | DAVITA INC | $2.78万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $2.80万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $2.81万 | 0.00% | 301 | 301 | — | $2.81万 | 新建仓 |
| IBDV | ISHARES TR | $2.87万 | 0.00% | 1,316 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2.89万 | 0.00% | 77 | -310 | -80.1% | -$11.63万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2.91万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $2.92万 | 0.00% | 190 | 190 | — | $2.92万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.96万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $3.10万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $3.11万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN | $3.17万 | 0.00% | 749 | 749 | — | $3.17万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3.37万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $3.43万 | 0.00% | 1,480 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $3.51万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $3.63万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $3.67万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $3.75万 | 0.00% | 250 | -120 | -32.4% | -$1.80万 | 减仓 |
| BBH | VANECK ETF TRUST | $3.86万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $3.96万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $3.98万 | 0.00% | 101 | 101 | — | $3.98万 | 新建仓 |
| INTU | INTUIT | $3.99万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $4.11万 | 0.00% | 1,000 | -236 | -19.1% | -$9,688 | 减仓 |
| EFV | ISHARES TR | $4.13万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $4.17万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $4.27万 | 0.00% | 635 | 21 | 3.4% | $1,412 | 加仓 |
| T | AT&T INC | $4.32万 | 0.00% | 2,088 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $4.39万 | 0.00% | 622 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4.47万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4.53万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4.60万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $4.92万 | 0.00% | 1,918 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $4.93万 | 0.00% | 1,423 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $5.09万 | 0.00% | 443 | -7 | -1.6% | -$804 | 减仓 |
| BA | BOEING CO | $5.13万 | 0.00% | 237 | -3 | -1.2% | -$649 | 减仓 |
| DGRO | ISHARES TR | $5.28万 | 0.00% | 697 | 697 | — | $5.28万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $5.33万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $5.37万 | 0.00% | 343 | -313 | -47.7% | -$4.90万 | 减仓 |
| AZO | AUTOZONE INC | $5.43万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5.45万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.47万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $5.57万 | 0.00% | 200 | 150 | 300.0% | $4.18万 | 加仓 |
| BP | BP PLC | $5.65万 | 0.01% | 1,530 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $5.78万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $6.07万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $6.14万 | 0.01% | 1,990 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $6.17万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $6.39万 | 0.01% | 100 | -50 | -33.3% | -$3.19万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $6.39万 | 0.01% | 871 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $6.46万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $6.48万 | 0.01% | 2,565 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $6.49万 | 0.01% | 1,693 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.50万 | 0.01% | 1,151 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $6.58万 | 0.01% | 1,310 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $6.60万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $6.64万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $6.96万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $7.20万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $7.44万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $7.79万 | 0.01% | 213 | 213 | — | $7.79万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $8.03万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $8.10万 | 0.01% | 1,587 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $8.35万 | 0.01% | 511 | -21 | -3.9% | -$3,429 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.48万 | 0.01% | 2,546 | 351 | 16.0% | $1.17万 | 加仓 |
| STT | STATE STR CORP | $8.48万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $8.50万 | 0.01% | 854 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $8.73万 | 0.01% | 3,625 | 425 | 13.3% | $1.02万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $8.77万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $8.84万 | 0.01% | 6,975 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $8.85万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $8.98万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $9.02万 | 0.01% | 646 | -179 | -21.7% | -$2.50万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $9.41万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $9.57万 | 0.01% | 1,230 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.57万 | 0.01% | 12,143 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $9.70万 | 0.01% | 2,277 | 177 | 8.4% | $7,538 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $9.71万 | 0.01% | 1,121 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $10.03万 | 0.01% | 933 | -1,540 | -62.3% | -$16.56万 | 减仓 |
| IWP | ISHARES TR | $10.15万 | 0.01% | 693 | 693 | — | $10.15万 | 新建仓 |
| IBDS | ISHARES TR | $10.60万 | 0.01% | 4,375 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $10.79万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $10.86万 | 0.01% | 2,560 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $11.12万 | 0.01% | 1,212 | -2,131 | -63.7% | -$19.56万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $11.57万 | 0.01% | 846 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $11.62万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $11.82万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $11.93万 | 0.01% | 2,567 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $11.99万 | 0.01% | 4,716 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $12.15万 | 0.01% | 1,421 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $12.15万 | 0.01% | 1,027 | -255 | -19.9% | -$3.02万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $12.78万 | 0.01% | 1,640 | -10 | -0.6% | -$779 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $12.82万 | 0.01% | 168 | 168 | — | $12.82万 | 新建仓 |