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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $1,010.99万 | 1.00% | 33,450 | -327 | -1.0% | -$9.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,020.24万 | 1.01% | 10,239 | -69 | -0.7% | -$6.88万 | 减仓 |
| WMT | WALMART INC | $1,064.71万 | 1.06% | 85,670 | 200 | 0.2% | $2.49万 | 加仓 |
| GLD | SPDR GOLD TR | $1,074.52万 | 1.07% | 24,972 | 22,923 | 1,118.7% | $986.35万 | 加仓 |
| ABBV | ABBVIE INC | $1,078.84万 | 1.07% | 49,604 | 250 | 0.5% | $5.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,078.87万 | 1.07% | 22,514 | -2,185 | -8.8% | -$104.71万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,197.69万 | 1.19% | 221,590 | 60,103 | 37.2% | $324.86万 | 加仓 |
| NFLX | NETFLIX INC. | $1,235.45万 | 1.23% | 128,492 | -1,280 | -1.0% | -$12.31万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,279.80万 | 1.27% | 79,828 | -2,619 | -3.2% | -$41.99万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,290.01万 | 1.28% | 59,379 | -37,601 | -38.8% | -$816.88万 | 减仓 |
| EWJ | ISHARES INC | $1,519.02万 | 1.51% | 179,894 | 2,265 | 1.3% | $19.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,646.64万 | 1.63% | 28,529 | -1,188 | -4.0% | -$68.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,657.91万 | 1.64% | 25,493 | 666 | 2.7% | $43.31万 | 加仓 |
| IWM | ISHARES TR | $1,759.54万 | 1.75% | 70,949 | -7,513 | -9.6% | -$186.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,795.09万 | 1.78% | 55,955 | 1,121 | 2.0% | $35.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,847.29万 | 1.83% | 288,278 | 47,489 | 19.7% | $304.31万 | 加仓 |
| LLY | ELI LILLY & CO | $1,922.04万 | 1.91% | 20,897 | 672 | 3.3% | $61.81万 | 加仓 |
| META | META PLATFORMS INC | $2,595.53万 | 2.58% | 45,366 | 308 | 0.7% | $17.62万 | 加仓 |
| IEFA | ISHARES TR | $2,925.83万 | 2.90% | 323,189 | 38,855 | 13.7% | $351.75万 | 加仓 |
| AMZN | AMAZON COM INC | $3,148.56万 | 3.12% | 151,177 | 25 | 0.0% | $5,207 | 加仓 |
| IWR | ISHARES TR | $3,300.93万 | 3.27% | 339,497 | -5,741 | -1.7% | -$55.82万 | 减仓 |
| IJH | ISHARES TR | $3,359.26万 | 3.33% | 497,447 | 3,121 | 0.6% | $21.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,835.92万 | 3.81% | 103,626 | -3,031 | -2.8% | -$112.20万 | 减仓 |
| EFA | ISHARES TR | $3,861.81万 | 3.83% | 397,592 | 24,349 | 6.5% | $236.50万 | 加仓 |
| IVV | ISHARES TR | $4,065.12万 | 4.03% | 62,233 | 237 | 0.4% | $15.48万 | 加仓 |
| AAPL | APPLE INC | $4,784.98万 | 4.75% | 188,541 | -1,790 | -0.9% | -$45.43万 | 减仓 |
| GOOGL | ALPHABET INC | $4,972.17万 | 4.93% | 172,909 | -3,837 | -2.2% | -$110.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,231.31万 | 8.17% | 471,979 | -16,577 | -3.4% | -$289.10万 | 减仓 |