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
CATH GLOBAL X FDS $21.89万0.02%2,473 30.1% $266 加仓
ROK ROCKWELL AUTOMATION INC $20.50万0.02%414 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $19.66万0.02%386 -370-48.9% -$18.84万 减仓
IJS ISHARES TR $19.16万0.02%1,402 -15-1.1% -$2,050 减仓
NOW SERVICENOW INC $18.60万0.02%1,873 56343.0% $5.59万 加仓
PKG PACKAGING CORP AMER $18.51万0.02%777 00.0% — 不变
MDT MEDTRONIC PLC $18.01万0.02%2,302 924.2% $7,197 加仓
COR CENCORA INC $17.83万0.02%630 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $17.49万0.02%822 -45-5.2% -$9,575 减仓
GPN GLOBAL PMTS INC $17.34万0.02%2,390 00.0% — 不变
O REALTY INCOME CORP $17.10万0.02%2,760 00.0% — 不变
ITA ISHARES TR $16.97万0.02%700 700— $16.97万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. $16.52万0.01%1,811 00.0% — 不变
DUK DUKE ENERGY CORP NEW $16.02万0.01%1,266 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $15.91万0.01%4,315 00.0% — 不变
VRP INVESCO EXCH TRADED FD TR II $15.81万0.01%6,505 00.0% — 不变
NSC NORFOLK SOUTHN CORP $15.73万0.01%500 00.0% — 不变
GVI ISHARES TR $15.66万0.01%1,476 1,476— $15.66万 新建仓
COWZ PACER FDS TR $15.45万0.01%2,484 -151-5.7% -$9,392 减仓
IBDR ISHARES TR $15.44万0.01%6,371 00.0% — 不变
DGRW WISDOMTREE TR $15.38万0.01%1,608 -116-6.7% -$1.11万 减仓
PNC PNC FINL SVCS GROUP INC $15.36万0.01%624 -50-7.4% -$1.23万 减仓
MAR MARRIOTT INTL INC NEW $14.82万0.01%400 00.0% — 不变
VGT VANGUARD WORLD FD $14.72万0.01%1,232 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $14.65万0.01%1,591 -600-27.4% -$5.53万 减仓
CRWD CROWDSTRIKE HLDGS INC $12.82万0.01%168 168— $12.82万 新建仓
BSV VANGUARD BD INDEX FDS $12.78万0.01%1,640 -10-0.6% -$779 减仓
APO APOLLO GLOBAL MGMT INC $12.15万0.01%1,027 -255-19.9% -$3.02万 减仓
VXUS VANGUARD STAR FDS $12.15万0.01%1,421 00.0% — 不变
IBMP ISHARES TR $11.99万0.01%4,716 00.0% — 不变
SLB SLB LIMITED $11.93万0.01%2,567 00.0% — 不变
XLU SELECT SECTOR SPDR TR $11.82万0.01%2,608 00.0% — 不变
XLK SELECT SECTOR SPDR TR $11.62万0.01%610 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $11.57万0.01%846 00.0% — 不变
KKR KKR & CO INC $11.12万0.01%1,212 -2,131-63.7% -$19.56万 减仓
SHYG ISHARES TR $10.86万0.01%2,560 00.0% — 不变
PRU PRUDENTIAL FINL INC $10.79万0.01%1,000 00.0% — 不变
IBDS ISHARES TR $10.60万0.01%4,375 00.0% — 不变
IWP ISHARES TR $10.15万0.01%693 693— $10.15万 新建仓
UPS UNITED PARCEL SVCS INC $10.03万0.01%933 -1,540-62.3% -$16.56万 减仓
CP CANADIAN PACIFIC KANSAS CITY $9.71万0.01%1,121 00.0% — 不变
BN BROOKFIELD CORP $9.70万0.01%2,277 1778.4% $7,538 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $9.57万0.01%12,143 00.0% — 不变
EPS WISDOMTREE TR $9.57万0.01%1,230 00.0% — 不变
TRV TRAVELERS COMPANIES INC $9.41万0.01%285 00.0% — 不变
INTC INTEL CORP $9.02万0.01%646 -179-21.7% -$2.50万 减仓
DLR DIGITAL RLTY TR INC $8.98万0.01%500 00.0% — 不变
GPC GENUINE PARTS CO $8.85万0.01%750 00.0% — 不变
NZF NUVEEN MUN CR INCOME FD $8.84万0.01%6,975 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME $8.77万0.01%2,000 00.0% — 不变
PFE PFIZER INC $8.73万0.01%3,625 42513.3% $1.02万 加仓
CRWV COREWEAVE INC $8.50万0.01%854 00.0% — 不变
STT STATE STR CORP $8.48万0.01%500 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $8.48万0.01%2,546 35116.0% $1.17万 加仓
Q QNITY ELECTRONICS INC $8.35万0.01%511 -21-3.9% -$3,429 减仓
FLOT ISHARES TR $8.10万0.01%1,587 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $8.03万0.01%379 00.0% — 不变
OEF ISHARES TR $7.79万0.01%213 213— $7.79万 新建仓
VAW VANGUARD WORLD FD $7.44万0.01%325 00.0% — 不变
VMC VULCAN MATLS CO $7.20万0.01%244 00.0% — 不变
DINO HF SINCLAIR CORP $6.96万0.01%1,000 00.0% — 不变
D DOMINION ENERGY INC $6.64万0.01%972 00.0% — 不变
RIO RIO TINTO PLC $6.60万0.01%695 00.0% — 不变
VTIP VANGUARD MALVERN FDS $6.58万0.01%1,310 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $6.50万0.01%1,151 00.0% — 不变
WTRG ESSENTIAL UTILS INC $6.49万0.01%1,693 00.0% — 不变
IBDT ISHARES TR $6.48万0.01%2,565 00.0% — 不变
CC CHEMOURS CO $6.46万0.01%3,150 00.0% — 不变
BND VANGUARD BD INDEX FDS $6.39万0.01%871 00.0% — 不变
WDC WESTERN DIGITAL CORP $6.39万0.01%100 -50-33.3% -$3.19万 减仓
OGS ONE GAS INC $6.17万0.01%800 00.0% — 不变
FLRN SPDR SERIES TRUST $6.14万0.01%1,990 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $6.07万0.01%475 00.0% — 不变
DLN WISDOMTREE TR $5.78万0.01%600 00.0% — 不变
BP BP PLC $5.65万0.01%1,530 00.0% — 不变
ECL ECOLAB INC $5.57万0.00%200 150300.0% $4.18万 加仓
XLV SELECT SECTOR SPDR TR $5.47万0.00%345 00.0% — 不变
DOV DOVER CORP $5.45万0.00%243 00.0% — 不变
AZO AUTOZONE INC $5.43万0.00%17 00.0% — 不变
CRM SALESFORCE INC $5.37万0.00%343 -313-47.7% -$4.90万 减仓
STAG STAG INDUSTRIAL INC $5.33万0.00%1,400 00.0% — 不变
DGRO ISHARES TR $5.28万0.00%697 697— $5.28万 新建仓
BA BOEING CO $5.13万0.00%237 -3-1.2% -$649 减仓
ETR ENTERGY CORP NEW $5.09万0.00%443 -7-1.6% -$804 减仓
HIMS HIMS & HERS HEALTH INC $4.93万0.00%1,423 00.0% — 不变
IBMO ISHARES TR $4.92万0.00%1,918 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $4.60万0.00%825 00.0% — 不变
DRI DARDEN RESTAURANTS INC $4.53万0.00%220 00.0% — 不变
ROST ROSS STORES INC $4.47万0.00%210 00.0% — 不变
WRB BERKLEY W R CORP $4.39万0.00%622 00.0% — 不变
T AT&T INC $4.32万0.00%2,088 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $4.27万0.00%635 213.4% $1,412 加仓
CACI CACI INTL INC $4.17万0.00%90 00.0% — 不变
EFV ISHARES TR $4.13万0.00%540 00.0% — 不变
NKE NIKE INC $4.11万0.00%1,000 -236-19.1% -$9,688 减仓
INTU INTUIT $3.99万0.00%153 00.0% — 不变
IWO ISHARES TR $3.98万0.00%101 101— $3.98万 新建仓
CNQ CANADIAN NAT RES LTD MED TER $3.96万0.00%1,000 00.0% — 不变
BBH VANECK ETF TRUST $3.86万0.00%190 00.0% — 不变
VDE VANGUARD WORLD FD $3.75万0.00%250 -120-32.4% -$1.80万 减仓