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 |
|---|---|---|---|---|---|---|---|---|
| COR | CENCORA INC | $19.79万 | 0.02% | 630 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $19.30万 | 0.02% | 2,470 | 2,470 | — | $19.30万 | 新建仓 |
| MDT | MEDTRONIC PLC | $19.15万 | 0.02% | 2,210 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $18.96万 | 0.02% | 1,856 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $17.91万 | 0.02% | 530 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $16.89万 | 0.02% | 2,760 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $16.78万 | 0.02% | 1,417 | 180 | 14.6% | $2.13万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $16.64万 | 0.02% | 867 | -76 | -8.1% | -$1.46万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $16.58万 | 0.02% | 1,266 | 166 | 15.1% | $2.17万 | 加仓 |
| PKG | PACKAGING CORP AMER | $16.49万 | 0.02% | 777 | -21 | -2.6% | -$4,457 | 减仓 |
| COWZ | PACER FDS TR | $16.48万 | 0.02% | 2,635 | 1,284 | 95.0% | $8.03万 | 加仓 |
| GPN | GLOBAL PMTS INC | $16.08万 | 0.02% | 2,390 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $15.66万 | 0.02% | 5,800 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $15.60万 | 0.02% | 6,505 | 1,635 | 33.6% | $3.92万 | 加仓 |
| IBDR | ISHARES TR | $15.44万 | 0.02% | 6,371 | -1,000 | -13.6% | -$2.42万 | 减仓 |
| DGRW | WISDOMTREE TR | $15.14万 | 0.02% | 1,724 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $14.86万 | 0.01% | 414 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $14.75万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $14.35万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $14.28万 | 0.01% | 1,282 | -382 | -23.0% | -$4.26万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $14.03万 | 0.01% | 674 | 169 | 33.5% | $3.52万 | 加仓 |
| NOW | SERVICENOW INC | $13.70万 | 0.01% | 1,310 | -1,310 | -50.0% | -$13.70万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $13.36万 | 0.01% | 4,315 | 4,315 | — | $13.36万 | 新建仓 |
| SLB | SLB LIMITED | $13.19万 | 0.01% | 2,567 | -222 | -8.0% | -$1.14万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $13.08万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $12.94万 | 0.01% | 1,650 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $12.25万 | 0.01% | 656 | -743 | -53.1% | -$13.87万 | 减仓 |
| SJM | SMUCKER J M CO | $12.05万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $12.00万 | 0.01% | 4,716 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $11.97万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $11.70万 | 0.01% | 1,811 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $11.52万 | 0.01% | 387 | 387 | — | $11.52万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $11.09万 | 0.01% | 846 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $10.96万 | 0.01% | 1,421 | 243 | 20.6% | $1.87万 | 加仓 |
| SHYG | ISHARES TR | $10.83万 | 0.01% | 2,560 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $10.74万 | 0.01% | 154 | -55 | -26.3% | -$3.84万 | 减仓 |
| IBDS | ISHARES TR | $10.61万 | 0.01% | 4,375 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $10.52万 | 0.01% | 489 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $9.77万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.16万 | 0.01% | 12,143 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $9.01万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $8.99万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $8.82万 | 0.01% | 1,121 | 481 | 75.2% | $3.78万 | 加仓 |
| BN | BROOKFIELD CORP | $8.50万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $8.50万 | 0.01% | 6,975 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.43万 | 0.01% | 2,195 | 31 | 1.4% | $1,191 | 加仓 |
| EPS | WISDOMTREE TR | $8.38万 | 0.01% | 1,230 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $8.31万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $8.11万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $8.09万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $8.09万 | 0.01% | 1,587 | -2,000 | -55.8% | -$10.19万 | 减仓 |
| GPC | GENUINE PARTS CO | $7.93万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $7.43万 | 0.01% | 379 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $7.32万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $7.19万 | 0.01% | 1,530 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $7.19万 | 0.01% | 740 | -15,340 | -95.4% | -$149.06万 | 减仓 |
| CC | CHEMOURS CO | $6.94万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $6.89万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $6.82万 | 0.01% | 1,693 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $6.64万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $6.62万 | 0.01% | 854 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $6.62万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $6.54万 | 0.01% | 1,310 | -160 | -10.9% | -$7,992 | 减仓 |
| NKE | NIKE INC | $6.53万 | 0.01% | 1,236 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.52万 | 0.01% | 1,151 | -2,717 | -70.2% | -$15.40万 | 减仓 |
| IBDT | ISHARES TR | $6.50万 | 0.01% | 2,565 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $6.48万 | 0.01% | 695 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $6.41万 | 0.01% | 871 | -27 | -3.0% | -$1,988 | 减仓 |
| VDE | VANGUARD WORLD FD | $6.40万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $6.33万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $6.24万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6.14万 | 0.01% | 532 | 532 | — | $6.14万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $6.13万 | 0.01% | 1,990 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $6.05万 | 0.01% | 2,088 | 1,488 | 248.0% | $4.31万 | 加仓 |
| D | DOMINION ENERGY INC | $6.01万 | 0.01% | 972 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $5.74万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $5.36万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $5.21万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5.07万 | 0.01% | 243 | -15 | -5.8% | -$3,127 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $5.06万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $5.06万 | 0.01% | 450 | -4 | -0.9% | -$449 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $5.05万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $4.92万 | 0.00% | 1,918 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $4.89万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $4.86万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4.83万 | 0.00% | 1,054 | 31 | 3.0% | $1,420 | 加仓 |
| BA | BOEING CO | $4.78万 | 0.00% | 240 | 3 | 1.3% | $597 | 加仓 |
| VOT | VANGUARD INDEX FDS | $4.71万 | 0.00% | 183 | 183 | — | $4.71万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $4.63万 | 0.00% | 1,751 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4.55万 | 0.00% | 210 | -225 | -51.7% | -$4.87万 | 减仓 |
| DTE | DTE ENERGY CO | $4.39万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $4.36万 | 0.00% | 585 | -3,665 | -86.2% | -$27.30万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $4.31万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $4.12万 | 0.00% | 622 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $4.07万 | 0.00% | 469 | -442 | -48.5% | -$3.84万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $4.06万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $4.03万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $4.01万 | 0.00% | 540 | 540 | — | $4.01万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $3.80万 | 0.00% | 100 | 100 | — | $3.80万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $3.78万 | 0.00% | 825 | 825 | — | $3.78万 | 新建仓 |