13F 机构持仓

Coastline Trust Co

PROVIDENCE RI · SEC CIK 0001324279

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.2%
GOOGL 4.9%
AAPL 4.7%
IVV 4.0%
EFA 3.8%
MSFT 3.8%
IJH 3.3%
IWR 3.3%
AMZN 3.1%
IEFA 2.9%

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
IWB ISHARES TR $147.12万0.15%4,126 -50-1.2% -$1.78万 减仓
VIOO VANGUARD ADMIRAL FDS INC $142.33万0.14%12,395 -1,125-8.3% -$12.92万 减仓
PGR PROGRESSIVE CORP $139.42万0.14%7,033 -457-6.1% -$9.06万 减仓
DHR DANAHER CORP DEL $138.14万0.14%7,286 -5,460-42.8% -$103.52万 减仓
PAYX PAYCHEX INC $136.53万0.14%14,821 -4,697-24.1% -$43.27万 减仓
BLK BLACKROCK INC $135.31万0.13%1,407 362.6% $3.46万 加仓
MCK MCKESSON CORP $135.00万0.13%1,560 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $134.26万0.13%4,808 1443.1% $4.02万 加仓
VO VANGUARD INDEX FDS $133.57万0.13%4,651 44110.5% $12.66万 加仓
LMT LOCKHEED MARTIN CORP $133.33万0.13%2,206 -147-6.2% -$8.88万 减仓
MSI MOTOROLA SOLUTIONS INC $131.93万0.13%3,040 00.0% — 不变
AMAT APPLIED MATLS INC $130.46万0.13%3,817 -29-0.8% -$9,912 减仓
ADBE ADOBE INC $130.10万0.13%5,352 -680-11.3% -$16.53万 减仓
SDY SPDR SERIES TRUST $129.29万0.13%8,859 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $127.91万0.13%11,724 -9,301-44.2% -$101.47万 减仓
SHOP SHOPIFY INC $127.40万0.13%10,740 -2,801-20.7% -$33.23万 减仓
XCEM COLUMBIA ETF TR II $124.13万0.12%30,417 1,0333.5% $4.22万 加仓
NEM NEWMONT CORP $123.68万0.12%11,425 00.0% — 不变
SYY SYSCO CORP $115.65万0.11%16,213 -2,582-13.7% -$18.42万 减仓
ACN ACCENTURE PLC IRELAND $112.85万0.11%5,691 -1,206-17.5% -$23.91万 减仓
CL COLGATE PALMOLIVE CO $111.99万0.11%13,140 00.0% — 不变
IWF ISHARES TR $111.29万0.11%2,610 -261-9.1% -$11.13万 减仓
HWM HOWMET AEROSPACE INC $109.47万0.11%4,750 00.0% — 不变
J JACOBS SOLUTIONS INC $107.04万0.11%8,410 -240-2.8% -$3.05万 减仓
SUSA ISHARES TR $104.06万0.10%7,877 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $103.10万0.10%2,474 00.0% — 不变
MPC MARATHON PETE CORP $102.43万0.10%4,195 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $97.20万0.10%3,346 65124.2% $18.91万 加仓
IWD ISHARES TR $95.19万0.09%4,455 -1,584-26.2% -$33.85万 减仓
XLF SELECT SECTOR SPDR TR $94.83万0.09%19,208 650.3% $3,209 加仓
VB VANGUARD INDEX FDS $93.24万0.09%3,560 -911-20.4% -$23.86万 减仓
EFIV SPDR SERIES TRUST $92.75万0.09%14,703 -526-3.5% -$3.32万 减仓
EQT EQT CORP $89.48万0.09%14,060 00.0% — 不变
MFC MANULIFE FINL CORP $88.34万0.09%25,650 -1,132-4.2% -$3.90万 减仓
CME CME GROUP INC $82.70万0.08%2,800 00.0% — 不变
VV VANGUARD INDEX FDS $82.57万0.08%2,763 00.0% — 不变
GLW CORNING INC $81.72万0.08%6,010 00.0% — 不变
OKE ONEOK INC NEW $78.76万0.08%8,713 10.0% $90 加仓
AMD ADVANCED MICRO DEVICES INC $76.51万0.08%3,761 -336-8.2% -$6.84万 减仓
LNT ALLIANT ENERGY CORP $76.42万0.08%10,650 -8,220-43.6% -$58.99万 减仓
HUBB HUBBELL INC $73.32万0.07%1,494 00.0% — 不变
SYK STRYKER CORPORATION $71.73万0.07%2,183 1758.7% $5.75万 加仓
AIG AMERICAN INTL GROUP INC $70.06万0.07%9,310 -7,850-45.7% -$59.07万 减仓
COP CONOCOPHILLIPS $68.57万0.07%5,195 3908.1% $5.15万 加仓
GOOG ALPHABET INC $68.04万0.07%2,372 -128-5.1% -$3.67万 减仓
PM PHILIP MORRIS INTL INC $64.52万0.06%3,902 52715.6% $8.71万 加仓
APH AMPHENOL CORP $64.01万0.06%5,066 -1,724-25.4% -$21.78万 减仓
HYG ISHARES TR $62.95万0.06%7,912 -7,667-49.2% -$61.00万 减仓
JHMM JOHN HANCOCK EXCHANGE TRADED $62.01万0.06%9,238 -186-2.0% -$1.25万 减仓
A AGILENT TECHNOLOGIES INC $58.81万0.06%5,160 00.0% — 不变
CSX CSX CORP $57.85万0.06%14,092 -12,000-46.0% -$49.26万 减仓
WFC WELLS FARGO & CO $55.77万0.06%7,005 -101-1.4% -$8,041 减仓
VZ VERIZON COMMUNICATIONS INC $54.54万0.05%10,864 3173.0% $1.59万 加仓
NOC NORTHROP GRUMMAN CORP $51.58万0.05%756 202.7% $1.36万 加仓
IEMG ISHARES INC $51.42万0.05%7,372 1,20019.4% $8.37万 加仓
BNDX VANGUARD CHARLOTTE FDS $48.44万0.05%10,081 00.0% — 不变
CMCSA COMCAST CORP NEW $48.37万0.05%16,848 -3,254-16.2% -$9.34万 减仓
HYD VANECK ETF TRUST $48.32万0.05%9,637 1962.1% $9,827 加仓
XLG INVESCO EXCHANGE TRADED FD T $45.85万0.05%8,406 -4,000-32.2% -$21.82万 减仓
IBM INTERNATIONAL BUSINESS MACHS $45.84万0.05%1,891 -730-27.9% -$17.69万 减仓
FDX FEDEX CORP $45.31万0.04%1,272 -45-3.4% -$1.60万 减仓
BDX BECTON DICKINSON & CO $45.27万0.04%2,879 100.3% $1,572 加仓
BMY BRISTOL-MYERS SQUIBB CO $43.85万0.04%7,230 -150-2.0% -$9,097 减仓
CMI CUMMINS INC $42.18万0.04%784 -184-19.0% -$9.90万 减仓
VCIT VANGUARD SCOTTSDALE FDS $40.11万0.04%4,847 1,11229.8% $9.20万 加仓
HOOD ROBINHOOD MKTS INC $39.83万0.04%5,748 -203-3.4% -$1.41万 减仓
ED CONSOLIDATED EDISON INC $37.35万0.04%3,300 00.0% — 不变
TD TORONTO DOMINION BK ONT $37.32万0.04%4,000 00.0% — 不变
WASH WASHINGTON TR BANCORP INC $36.46万0.04%10,898 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $36.31万0.04%1,052 -1,217-53.6% -$42.00万 减仓
XT ISHARES TR $35.98万0.04%5,280 00.0% — 不变
MO ALTRIA GROUP INC $34.84万0.03%5,280 68014.8% $4.49万 加仓
PLD PROLOGIS INC. $34.38万0.03%2,601 210.8% $2,776 加仓
EPD ENTERPRISE PRODS PARTNERS L $33.68万0.03%8,900 00.0% — 不变
— BITWISE ETHEREUM ETF $33.45万0.03%22,297 22,297— $33.45万 新建仓
BITB BITWISE BITCOIN ETF TR $33.15万0.03%9,007 8,7233,071.5% $32.11万 加仓
RPM RPM INTL INC $33.11万0.03%3,331 -755-18.5% -$7.50万 减仓
AMT AMERICAN TOWER CORP $32.81万0.03%1,901 10.1% $173 加仓
UNM UNUM GROUP $32.64万0.03%4,470 00.0% — 不变
TIP ISHARES TR $32.61万0.03%2,955 1455.2% $1.60万 加仓
TXN TEXAS INSTRS INC $32.38万0.03%1,668 43335.1% $8.41万 加仓
KKR KKR & CO INC $30.92万0.03%3,343 -1,786-34.8% -$16.52万 减仓
EQIX EQUINIX INC $30.39万0.03%310 -73-19.1% -$7.16万 减仓
SO SOUTHERN CO $29.66万0.03%3,073 -65-2.1% -$6,274 减仓
VCSH VANGUARD SCOTTSDALE FDS $28.47万0.03%3,592 -245-6.4% -$1.94万 减仓
VOE VANGUARD INDEX FDS $26.90万0.03%1,460 00.0% — 不变
XLE SELECT SECTOR SPDR TR $26.17万0.03%4,272 75021.3% $4.59万 加仓
PSX PHILLIPS 66 $25.91万0.03%1,422 00.0% — 不变
KO COCA COLA CO $25.58万0.03%3,363 2,072160.5% $15.76万 加仓
CFR CULLEN FROST BANKERS INC $24.88万0.02%1,815 00.0% — 不变
XEL XCEL ENERGY INC $24.82万0.02%3,125 -3,325-51.6% -$26.41万 减仓
TROW PRICE T ROWE GROUP INC $24.52万0.02%2,720 00.0% — 不变
UPS UNITED PARCEL SVCS INC $24.33万0.02%2,473 23310.4% $2.29万 加仓
CRH CRH PLC $24.18万0.02%2,300 -3,000-56.6% -$31.54万 减仓
VRTX VERTEX PHARMACEUTICALS INC $23.98万0.02%537 -60-10.1% -$2.68万 减仓
ENB ENBRIDGE INC $23.88万0.02%4,411 00.0% — 不变
ANET ARISTA NETWORKS INC $23.83万0.02%1,941 -500-20.5% -$6.14万 减仓
EXC EXELON CORP $21.17万0.02%4,318 2185.3% $1.07万 加仓
TSLA TESLA INC $20.52万0.02%552 -267-32.6% -$9.93万 减仓
ORLY OREILLY AUTOMOTIVE INC $20.23万0.02%2,191 -418-16.0% -$3.86万 减仓