Coastline Trust Co
PROVIDENCE RI · SEC CIK 0001324279
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SJM | SMUCKER J M CO | $12.05万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $12.25万 | 0.01% | 656 | -743 | -53.1% | -$13.87万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $12.94万 | 0.01% | 1,650 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $13.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $13.19万 | 0.01% | 2,567 | -222 | -8.0% | -$1.14万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $13.36万 | 0.01% | 4,315 | 4,315 | — | $13.36万 | 新建仓 |
| NOW | SERVICENOW INC | $13.70万 | 0.01% | 1,310 | -1,310 | -50.0% | -$13.70万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $14.03万 | 0.01% | 674 | 169 | 33.5% | $3.52万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $14.28万 | 0.01% | 1,282 | -382 | -23.0% | -$4.26万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $14.35万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $14.75万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $14.86万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $15.14万 | 0.02% | 1,724 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $15.44万 | 0.02% | 6,371 | -1,000 | -13.6% | -$2.42万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $15.60万 | 0.02% | 6,505 | 1,635 | 33.6% | $3.92万 | 加仓 |
| CHWY | CHEWY INC | $15.66万 | 0.02% | 5,800 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $16.08万 | 0.02% | 2,390 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $16.48万 | 0.02% | 2,635 | 1,284 | 95.0% | $8.03万 | 加仓 |
| PKG | PACKAGING CORP AMER | $16.49万 | 0.02% | 777 | -21 | -2.6% | -$4,457 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $16.58万 | 0.02% | 1,266 | 166 | 15.1% | $2.17万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $16.64万 | 0.02% | 867 | -76 | -8.1% | -$1.46万 | 减仓 |
| IJS | ISHARES TR | $16.78万 | 0.02% | 1,417 | 180 | 14.6% | $2.13万 | 加仓 |
| O | REALTY INCOME CORP | $16.89万 | 0.02% | 2,760 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.91万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $18.96万 | 0.02% | 1,856 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $19.15万 | 0.02% | 2,210 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $19.30万 | 0.02% | 2,470 | 2,470 | — | $19.30万 | 新建仓 |
| COR | CENCORA INC | $19.79万 | 0.02% | 630 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.23万 | 0.02% | 2,191 | -418 | -16.0% | -$3.86万 | 减仓 |
| TSLA | TESLA INC | $20.52万 | 0.02% | 552 | -267 | -32.6% | -$9.93万 | 减仓 |
| EXC | EXELON CORP | $21.17万 | 0.02% | 4,318 | 218 | 5.3% | $1.07万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $23.83万 | 0.02% | 1,941 | -500 | -20.5% | -$6.14万 | 减仓 |
| ENB | ENBRIDGE INC | $23.88万 | 0.02% | 4,411 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.98万 | 0.02% | 537 | -60 | -10.1% | -$2.68万 | 减仓 |
| CRH | CRH PLC | $24.18万 | 0.02% | 2,300 | -3,000 | -56.6% | -$31.54万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $24.33万 | 0.02% | 2,473 | 233 | 10.4% | $2.29万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $24.52万 | 0.02% | 2,720 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $24.82万 | 0.02% | 3,125 | -3,325 | -51.6% | -$26.41万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $24.88万 | 0.02% | 1,815 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.58万 | 0.03% | 3,363 | 2,072 | 160.5% | $15.76万 | 加仓 |
| PSX | PHILLIPS 66 | $25.91万 | 0.03% | 1,422 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $26.17万 | 0.03% | 4,272 | 750 | 21.3% | $4.59万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $26.90万 | 0.03% | 1,460 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.47万 | 0.03% | 3,592 | -245 | -6.4% | -$1.94万 | 减仓 |
| SO | SOUTHERN CO | $29.66万 | 0.03% | 3,073 | -65 | -2.1% | -$6,274 | 减仓 |
| EQIX | EQUINIX INC | $30.39万 | 0.03% | 310 | -73 | -19.1% | -$7.16万 | 减仓 |
| KKR | KKR & CO INC | $30.92万 | 0.03% | 3,343 | -1,786 | -34.8% | -$16.52万 | 减仓 |
| TXN | TEXAS INSTRS INC | $32.38万 | 0.03% | 1,668 | 433 | 35.1% | $8.41万 | 加仓 |
| TIP | ISHARES TR | $32.61万 | 0.03% | 2,955 | 145 | 5.2% | $1.60万 | 加仓 |
| UNM | UNUM GROUP | $32.64万 | 0.03% | 4,470 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $32.81万 | 0.03% | 1,901 | 1 | 0.1% | $173 | 加仓 |
| RPM | RPM INTL INC | $33.11万 | 0.03% | 3,331 | -755 | -18.5% | -$7.50万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $33.15万 | 0.03% | 9,007 | 8,723 | 3,071.5% | $32.11万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $33.45万 | 0.03% | 22,297 | 22,297 | — | $33.45万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.68万 | 0.03% | 8,900 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $34.38万 | 0.03% | 2,601 | 21 | 0.8% | $2,776 | 加仓 |
| MO | ALTRIA GROUP INC | $34.84万 | 0.03% | 5,280 | 680 | 14.8% | $4.49万 | 加仓 |
| XT | ISHARES TR | $35.98万 | 0.04% | 5,280 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $36.31万 | 0.04% | 1,052 | -1,217 | -53.6% | -$42.00万 | 减仓 |
| WASH | WASHINGTON TR BANCORP INC | $36.46万 | 0.04% | 10,898 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $37.32万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $37.35万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $39.83万 | 0.04% | 5,748 | -203 | -3.4% | -$1.41万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $40.11万 | 0.04% | 4,847 | 1,112 | 29.8% | $9.20万 | 加仓 |
| CMI | CUMMINS INC | $42.18万 | 0.04% | 784 | -184 | -19.0% | -$9.90万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $43.85万 | 0.04% | 7,230 | -150 | -2.0% | -$9,097 | 减仓 |
| BDX | BECTON DICKINSON & CO | $45.27万 | 0.04% | 2,879 | 10 | 0.3% | $1,572 | 加仓 |
| FDX | FEDEX CORP | $45.31万 | 0.04% | 1,272 | -45 | -3.4% | -$1.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.84万 | 0.05% | 1,891 | -730 | -27.9% | -$17.69万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $45.85万 | 0.05% | 8,406 | -4,000 | -32.2% | -$21.82万 | 减仓 |
| HYD | VANECK ETF TRUST | $48.32万 | 0.05% | 9,637 | 196 | 2.1% | $9,827 | 加仓 |
| CMCSA | COMCAST CORP NEW | $48.37万 | 0.05% | 16,848 | -3,254 | -16.2% | -$9.34万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $48.44万 | 0.05% | 10,081 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $51.42万 | 0.05% | 7,372 | 1,200 | 19.4% | $8.37万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $51.58万 | 0.05% | 756 | 20 | 2.7% | $1.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $54.54万 | 0.05% | 10,864 | 317 | 3.0% | $1.59万 | 加仓 |
| WFC | WELLS FARGO & CO | $55.77万 | 0.06% | 7,005 | -101 | -1.4% | -$8,041 | 减仓 |
| CSX | CSX CORP | $57.85万 | 0.06% | 14,092 | -12,000 | -46.0% | -$49.26万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $58.81万 | 0.06% | 5,160 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $62.01万 | 0.06% | 9,238 | -186 | -2.0% | -$1.25万 | 减仓 |
| HYG | ISHARES TR | $62.95万 | 0.06% | 7,912 | -7,667 | -49.2% | -$61.00万 | 减仓 |
| APH | AMPHENOL CORP | $64.01万 | 0.06% | 5,066 | -1,724 | -25.4% | -$21.78万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $64.52万 | 0.06% | 3,902 | 527 | 15.6% | $8.71万 | 加仓 |
| GOOG | ALPHABET INC | $68.04万 | 0.07% | 2,372 | -128 | -5.1% | -$3.67万 | 减仓 |
| COP | CONOCOPHILLIPS | $68.57万 | 0.07% | 5,195 | 390 | 8.1% | $5.15万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $70.06万 | 0.07% | 9,310 | -7,850 | -45.7% | -$59.07万 | 减仓 |
| SYK | STRYKER CORPORATION | $71.73万 | 0.07% | 2,183 | 175 | 8.7% | $5.75万 | 加仓 |
| HUBB | HUBBELL INC | $73.32万 | 0.07% | 1,494 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $76.42万 | 0.08% | 10,650 | -8,220 | -43.6% | -$58.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.51万 | 0.08% | 3,761 | -336 | -8.2% | -$6.84万 | 减仓 |
| OKE | ONEOK INC NEW | $78.76万 | 0.08% | 8,713 | 1 | 0.0% | $90 | 加仓 |
| GLW | CORNING INC | $81.72万 | 0.08% | 6,010 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $82.57万 | 0.08% | 2,763 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $82.70万 | 0.08% | 2,800 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $88.34万 | 0.09% | 25,650 | -1,132 | -4.2% | -$3.90万 | 减仓 |
| EQT | EQT CORP | $89.48万 | 0.09% | 14,060 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $92.75万 | 0.09% | 14,703 | -526 | -3.5% | -$3.32万 | 减仓 |
| VB | VANGUARD INDEX FDS | $93.24万 | 0.09% | 3,560 | -911 | -20.4% | -$23.86万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $94.83万 | 0.09% | 19,208 | 65 | 0.3% | $3,209 | 加仓 |
| IWD | ISHARES TR | $95.19万 | 0.09% | 4,455 | -1,584 | -26.2% | -$33.85万 | 减仓 |