13F 机构持仓

Coastline Trust Co

PROVIDENCE RI · SEC CIK 0001324279

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.1%
GOOGL 5.5%
AAPL 4.8%
IVV 4.1%
EFA 3.8%
MSFT 3.4%
IJH 3.4%
IWR 3.3%
AMZN 3.2%
IEFA 2.8%

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
ORLY OREILLY AUTOMOTIVE INC $14.65万0.01%1,591 -600-27.4% -$5.53万 减仓
VGT VANGUARD WORLD FD $14.72万0.01%1,232 00.0% — 不变
MAR MARRIOTT INTL INC NEW $14.82万0.01%400 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $15.36万0.01%624 -50-7.4% -$1.23万 减仓
DGRW WISDOMTREE TR $15.38万0.01%1,608 -116-6.7% -$1.11万 减仓
IBDR ISHARES TR $15.44万0.01%6,371 00.0% — 不变
COWZ PACER FDS TR $15.45万0.01%2,484 -151-5.7% -$9,392 减仓
GVI ISHARES TR $15.66万0.01%1,476 1,476— $15.66万 新建仓
NSC NORFOLK SOUTHN CORP $15.73万0.01%500 00.0% — 不变
VRP INVESCO EXCH TRADED FD TR II $15.81万0.01%6,505 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $15.91万0.01%4,315 00.0% — 不变
DUK DUKE ENERGY CORP NEW $16.02万0.01%1,266 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $16.52万0.01%1,811 00.0% — 不变
ITA ISHARES TR $16.97万0.02%700 700— $16.97万 新建仓
O REALTY INCOME CORP $17.10万0.02%2,760 00.0% — 不变
GPN GLOBAL PMTS INC $17.34万0.02%2,390 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $17.49万0.02%822 -45-5.2% -$9,575 减仓
COR CENCORA INC $17.83万0.02%630 00.0% — 不变
MDT MEDTRONIC PLC $18.01万0.02%2,302 924.2% $7,197 加仓
PKG PACKAGING CORP AMER $18.51万0.02%777 00.0% — 不变
NOW SERVICENOW INC $18.60万0.02%1,873 56343.0% $5.59万 加仓
IJS ISHARES TR $19.16万0.02%1,402 -15-1.1% -$2,050 减仓
NOC NORTHROP GRUMMAN CORP $19.66万0.02%386 -370-48.9% -$18.84万 减仓
ROK ROCKWELL AUTOMATION INC $20.50万0.02%414 00.0% — 不变
CATH GLOBAL X FDS $21.89万0.02%2,473 30.1% $266 加仓
GEV GE VERNOVA INC $22.20万0.02%189 2011.8% $2.35万 加仓
XLE SELECT SECTOR SPDR TR $22.69万0.02%4,272 00.0% — 不变
TSLA TESLA INC $23.22万0.02%552 00.0% — 不变
IRM IRON MTN INC DEL $23.44万0.02%1,856 00.0% — 不变
ENB ENBRIDGE INC $23.91万0.02%4,411 00.0% — 不变
PSX PHILLIPS 66 $24.04万0.02%1,422 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $24.18万0.02%1,022 533109.0% $12.61万 加仓
CRH CRH PLC $24.61万0.02%2,300 00.0% — 不变
XEL XCEL ENERGY INC $25.09万0.02%3,125 00.0% — 不变
— BITWISE ETHEREUM ETF $25.15万0.02%22,297 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $25.31万0.02%530 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $26.67万0.02%537 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $27.30万0.02%3,454 -138-3.8% -$1.09万 减仓
BITB BITWISE BITCOIN ETF TR $27.79万0.02%8,723 -284-3.2% -$9,048 减仓
CFR CULLEN FROST BANKERS INC $28.05万0.02%1,815 00.0% — 不变
VOE VANGUARD INDEX FDS $28.85万0.03%1,460 00.0% — 不变
SO SOUTHERN CO $29.41万0.03%3,073 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $30.57万0.03%1,052 00.0% — 不变
TROW PRICE T ROWE GROUP INC $30.92万0.03%2,720 00.0% — 不变
AMT AMERICAN TOWER CORP $31.09万0.03%1,901 00.0% — 不变
KO COCA COLA CO $31.15万0.03%3,833 47014.0% $3.82万 加仓
EQIX EQUINIX INC $31.69万0.03%304 -6-1.9% -$6,254 减仓
EPD ENTERPRISE PRODS PARTNERS L $32.72万0.03%8,900 00.0% — 不变
TIP ISHARES TR $33.64万0.03%3,074 1194.0% $1.30万 加仓
PLD PROLOGIS INC. $34.40万0.03%2,539 -62-2.4% -$8,399 减仓
MO ALTRIA GROUP INC $35.11万0.03%4,880 -400-7.6% -$2.88万 减仓
ED CONSOLIDATED EDISON INC $36.51万0.03%3,300 00.0% — 不变
RPM RPM INTL INC $37.02万0.03%3,331 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $38.40万0.03%6,665 -565-7.8% -$3.26万 减仓
WASH WASHINGTON TR BANCORP INC $39.76万0.04%10,898 00.0% — 不变
UNM UNUM GROUP $39.96万0.04%4,470 00.0% — 不变
EQT EQT CORP $40.09万0.04%7,540 -6,520-46.4% -$34.67万 减仓
CMCSA COMCAST CORP NEW $40.61万0.04%16,542 -306-1.8% -$7,512 减仓
VCIT VANGUARD SCOTTSDALE FDS $41.85万0.04%5,064 2174.5% $1.79万 加仓
ANET ARISTA NETWORKS INC $42.35万0.04%2,493 55228.4% $9.38万 加仓
FDX FEDEX CORP $43.02万0.04%1,374 1028.0% $3.19万 加仓
BDX BECTON DICKINSON & CO $43.42万0.04%2,869 -10-0.3% -$1,513 减仓
XT ISHARES TR $43.63万0.04%5,280 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $45.24万0.04%10,684 -180-1.7% -$7,621 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $45.76万0.04%6,104 -3,134-33.9% -$23.49万 减仓
COP CONOCOPHILLIPS $47.88万0.04%4,606 -589-11.3% -$6.12万 减仓
TD TORONTO DOMINION BK ONT $48.57万0.04%4,000 00.0% — 不变
STTK SHATTUCK LABS INC $48.58万0.04%70,000 70,000— $48.58万 新建仓
HYD VANECK ETF TRUST $48.63万0.04%9,441 -196-2.0% -$1.01万 减仓
BNDX VANGUARD CHARLOTTE FDS $48.82万0.04%10,081 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $53.18万0.05%1,891 00.0% — 不变
HOOD ROBINHOOD MKTS INC $55.62万0.05%5,546 -202-3.5% -$2.03万 减仓
CMI CUMMINS INC $55.92万0.05%784 00.0% — 不变
TXN TEXAS INSTRS INC $55.95万0.05%1,877 20912.5% $6.23万 加仓
WFC WELLS FARGO & CO $57.47万0.05%6,954 -51-0.7% -$4,215 减仓
CME CME GROUP INC $61.83万0.05%2,800 00.0% — 不变
PM PHILIP MORRIS INTL INC $64.26万0.06%3,552 -350-9.0% -$6.33万 减仓
ACN ACCENTURE PLC IRELAND $66.23万0.06%5,322 -369-6.5% -$4.59万 减仓
CSX CSX CORP $66.98万0.06%14,092 00.0% — 不变
A AGILENT TECHNOLOGIES INC $68.54万0.06%5,160 00.0% — 不变
HYG ISHARES TR $69.28万0.06%8,663 7519.5% $6.01万 加仓
AIG AMERICAN INTL GROUP INC $69.39万0.06%9,310 00.0% — 不变
SYK STRYKER CORPORATION $74.08万0.07%2,353 1707.8% $5.35万 加仓
OKE ONEOK INC NEW $75.75万0.07%8,713 00.0% — 不变
HUBB HUBBELL INC $78.17万0.07%1,494 00.0% — 不变
INFQ INFLEQTION INC $78.93万0.07%59,258 59,258— $78.93万 新建仓
LNT ALLIANT ENERGY CORP $81.25万0.07%10,650 00.0% — 不变
GOOG ALPHABET INC $83.81万0.07%2,372 00.0% — 不变
IWD ISHARES TR $88.10万0.08%3,634 -821-18.4% -$19.90万 减仓
APH AMPHENOL CORP $89.32万0.08%5,066 00.0% — 不变
XLF SELECT SECTOR SPDR TR $92.40万0.08%17,235 -1,973-10.3% -$10.58万 减仓
VV VANGUARD INDEX FDS $93.82万0.08%2,728 -35-1.3% -$1.20万 减仓
XLG INVESCO EXCHANGE TRADED FD T $94.33万0.08%15,406 7,00083.3% $42.86万 加仓
ADBE ADOBE INC $96.61万0.09%4,712 -640-12.0% -$13.12万 减仓
APD AIR PRODUCTS AND CHEMICALS I $98.10万0.09%3,346 00.0% — 不变
VXF VANGUARD INDEX FDS $103.90万0.09%4,220 -8,431-66.6% -$207.58万 减仓
MFC MANULIFE FINL CORP $103.91万0.09%25,650 00.0% — 不变
EFIV SPDR SERIES TRUST $105.08万0.09%14,408 -295-2.0% -$2.15万 减仓
J JACOBS SOLUTIONS INC $105.97万0.09%8,410 00.0% — 不变
NEM NEWMONT CORP $106.71万0.09%11,425 00.0% — 不变