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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,116.17万 | 0.99% | 22,306 | -208 | -0.9% | -$10.41万 | 减仓 |
| V | VISA INC | $1,142.15万 | 1.01% | 33,290 | -160 | -0.5% | -$5.49万 | 减仓 |
| AGG | ISHARES TR | $1,165.25万 | 1.03% | 117,726 | 23,000 | 24.3% | $227.65万 | 加仓 |
| ABBV | ABBVIE INC | $1,229.36万 | 1.09% | 48,854 | -750 | -1.5% | -$18.87万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,406.86万 | 1.25% | 235,694 | 14,104 | 6.4% | $84.19万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,442.15万 | 1.28% | 59,350 | -29 | -0.0% | -$7,047 | 减仓 |
| EWJ | ISHARES INC | $1,679.65万 | 1.49% | 180,085 | 191 | 0.1% | $1.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,783.51万 | 1.58% | 23,883 | -1,610 | -6.3% | -$120.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,995.88万 | 1.77% | 53,937 | -2,018 | -3.6% | -$74.67万 | 减仓 |
| IWM | ISHARES TR | $2,062.32万 | 1.83% | 68,641 | -2,308 | -3.3% | -$69.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,119.95万 | 1.88% | 28,788 | 259 | 0.9% | $19.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,332.14万 | 2.07% | 327,318 | 39,040 | 13.5% | $278.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,383.70万 | 2.11% | 69,899 | -9,929 | -12.4% | -$338.60万 | 减仓 |
| META | META PLATFORMS INC | $2,394.71万 | 2.12% | 42,513 | -2,853 | -6.3% | -$160.71万 | 减仓 |
| LLY | ELI LILLY & CO | $2,502.97万 | 2.22% | 20,868 | -29 | -0.1% | -$3.48万 | 减仓 |
| IEFA | ISHARES TR | $3,201.88万 | 2.84% | 331,526 | 8,337 | 2.6% | $80.52万 | 加仓 |
| AMZN | AMAZON COM INC | $3,589.97万 | 3.18% | 150,624 | -553 | -0.4% | -$13.18万 | 减仓 |
| IWR | ISHARES TR | $3,727.57万 | 3.31% | 337,887 | -1,610 | -0.5% | -$17.76万 | 减仓 |
| IJH | ISHARES TR | $3,804.22万 | 3.37% | 493,350 | -4,097 | -0.8% | -$31.59万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,853.52万 | 3.42% | 103,306 | -320 | -0.3% | -$11.94万 | 减仓 |
| EFA | ISHARES TR | $4,284.63万 | 3.80% | 412,460 | 14,868 | 3.7% | $154.45万 | 加仓 |
| IVV | ISHARES TR | $4,603.58万 | 4.08% | 61,472 | -761 | -1.2% | -$56.99万 | 减仓 |
| AAPL | APPLE INC | $5,446.65万 | 4.83% | 188,231 | -310 | -0.2% | -$8.97万 | 减仓 |
| GOOGL | ALPHABET INC | $6,150.48万 | 5.45% | 172,104 | -805 | -0.5% | -$28.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,099.83万 | 8.07% | 454,787 | -17,192 | -3.6% | -$343.99万 | 减仓 |