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
CALF PACER FDS TR $3.67万0.00%725 00.0% — 不变
TER TERADYNE INC $3.63万0.00%75 00.0% — 不变
EFG ISHARES TR $3.51万0.00%282 00.0% — 不变
IBDU ISHARES TR $3.43万0.00%1,480 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $3.37万0.00%460 00.0% — 不变
TPHD TIMOTHY PLAN $3.17万0.00%749 749— $3.17万 新建仓
BIV VANGUARD BD INDEX FDS $3.11万0.00%405 00.0% — 不变
CVS CVS HEALTH CORP $3.10万0.00%300 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $2.96万0.00%340 00.0% — 不变
FTNT FORTINET INC $2.92万0.00%190 190— $2.92万 新建仓
WEC WEC ENERGY GROUP INC $2.91万0.00%249 00.0% — 不变
WAT WATERS CORP $2.89万0.00%77 -310-80.1% -$11.63万 减仓
IBDV ISHARES TR $2.87万0.00%1,316 00.0% — 不变
VIGI VANGUARD WHITEHALL FDS $2.81万0.00%301 301— $2.81万 新建仓
HII HUNTINGTON INGALLS INDS INC $2.80万0.00%100 00.0% — 不变
DVA DAVITA INC $2.78万0.00%125 00.0% — 不变
XMHQ INVESCO EXCHANGE TRADED FD T $2.64万0.00%234 234— $2.64万 新建仓
JBHT HUNT J B TRANS SVCS INC $2.60万0.00%90 00.0% — 不变
IJT ISHARES TR $2.57万0.00%144 00.0% — 不变
IEF ISHARES TR $2.51万0.00%265 00.0% — 不变
MUSA MURPHY USA INC $2.26万0.00%42 00.0% — 不变
EBC EASTERN BANKSHARES INC $2.22万0.00%1,000 00.0% — 不变
GNTX GENTEX CORP $2.07万0.00%820 00.0% — 不变
CTVA CORTEVA INC $1.99万0.00%235 00.0% — 不变
EXC EXELON CORP $1.95万0.00%418 -3,900-90.3% -$18.18万 减仓
SRE SEMPRA $1.85万0.00%200 -540-73.0% -$5.01万 减仓
TM TOYOTA MOTOR CORP $1.80万0.00%107 00.0% — 不变
TLT ISHARES TR $1.79万0.00%207 00.0% — 不变
XBI SPDR SERIES TRUST $1.74万0.00%110 00.0% — 不变
BNS BANK NOVA SCOTIA B C $1.69万0.00%195 00.0% — 不变
LH LABCORP HOLDINGS INC $1.68万0.00%60 00.0% — 不变
DHI D R HORTON INC $1.66万0.00%102 00.0% — 不变
MMM 3M CO $1.62万0.00%100 78354.5% $1.26万 加仓
USB US BANCORP $1.60万0.00%265 00.0% — 不变
IVE ISHARES TR $1.59万0.00%70 00.0% — 不变
CCJ CAMECO CORP $1.53万0.00%150 00.0% — 不变
DTE DTE ENERGY CO $1.52万0.00%100 -200-66.7% -$3.05万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $1.51万0.00%168 00.0% — 不变
BBT BEACON FINANCIAL CORP. $1.50万0.00%491 00.0% — 不变
TFC TRUIST FINL CORP $1.49万0.00%300 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $1.46万0.00%49 00.0% — 不变
VNQ VANGUARD INDEX FDS $1.45万0.00%150 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $1.44万0.00%107 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $1.43万0.00%450 00.0% — 不变
ASML ASML HLDG NV $1.39万0.00%7 00.0% — 不变
FTV FORTIVE CORP $1.37万0.00%225 200800.0% $1.22万 加仓
HYS PIMCO ETF TR $1.37万0.00%146 00.0% — 不变
MOAT VANECK ETF TRUST $1.35万0.00%130 1242,066.7% $1.29万 加仓
VRT VERTIV HOLDINGS CO $1.34万0.00%40 00.0% — 不变
RMD RESMED INC $1.33万0.00%68 00.0% — 不变
TKR TIMKEN CO $1.28万0.00%88 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $1.26万0.00%150 -50-25.0% -$4,211 减仓
LEN LENNAR CORP $1.26万0.00%139 -330-70.4% -$2.99万 减仓
PWR QUANTA SVCS INC $1.22万0.00%17 00.0% — 不变
SPGI S&P GLOBAL INC $1.22万0.00%30 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP $1.22万0.00%180 00.0% — 不变
AN AUTONATION INC $1.21万0.00%65 00.0% — 不变
DIS DISNEY WALT CO $1.20万0.00%125 -11-8.1% -$1,059 减仓
ISRG INTUITIVE SURGICAL INC $1.19万0.00%30 00.0% — 不变
LRCX LAM RESEARCH CORP $1.17万0.00%27 -23-46.0% -$9,967 减仓
IGV ISHARES TR $1.13万0.00%125 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1.09万0.00%225 -303-57.4% -$1.47万 减仓
CAH CARDINAL HEALTH INC $1.05万0.00%44 00.0% — 不变
AON AON PLC $9,9510.00%30 00.0% — 不变
CLX CLOROX CO DEL $9,5440.00%100 00.0% — 不变
TXT TEXTRON INC $9,1730.00%100 00.0% — 不变
VLTO VERALTO CORP $9,0450.00%102 86537.5% $7,626 加仓
REMX VANECK ETF TRUST $8,8500.00%100 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $8,8350.00%207 -290-58.4% -$1.24万 减仓
HSY HERSHEY CO $8,7730.00%50 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $8,3020.00%842 00.0% — 不变
DEO DIAGEO PLC $8,0380.00%100 100— $8,038 新建仓
TGT TARGET CORP $7,9670.00%61 -150-71.1% -$1.96万 减仓
NGG NATIONAL GRID PLC $7,5410.00%91 00.0% — 不变
KMI KINDER MORGAN INC DEL $7,4170.00%232 00.0% — 不变
DTM DT MIDSTREAM INC $7,3370.00%50 -100-66.7% -$1.47万 减仓
MDLZ MONDELEZ INTL INC $7,2300.00%125 -42-25.1% -$2,429 减仓
COF CAPITAL ONE FINL CORP $7,2220.00%36 22157.1% $4,413 加仓
C CITIGROUP INC $7,1380.00%51 00.0% — 不变
GIS GENERAL MILLS INC $6,9600.00%200 00.0% — 不变
AMCR AMCOR PLC $6,8920.00%159 159— $6,892 新建仓
OTIS OTIS WORLDWIDE CORP $6,4440.00%90 -52-36.6% -$3,723 减仓
DXCM DEXCOM INC $5,3880.00%80 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $4,7090.00%30 00.0% — 不变
JPEM J P MORGAN EXCHANGE TRADED F $4,2690.00%68 68— $4,269 新建仓
AZN ASTRAZENECA PLC $3,9820.00%21 21— $3,982 新建仓
ZTS ZOETIS INC $3,9520.00%55 -83-60.1% -$5,964 减仓
KHC KRAFT HEINZ CO $3,8500.00%163 00.0% — 不变
PFF ISHARES TR $3,8110.00%125 00.0% — 不变
ITT ITT INC $3,5600.00%18 00.0% — 不变
ALV AUTOLIV INC $2,2070.00%19 00.0% — 不变
USHY ISHARES TR $1,7770.00%48 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $1,7350.00%100 00.0% — 不变
ALC ALCON AG $1,6780.00%25 00.0% — 不变
LNG CHENIERE ENERGY INC $1,6730.00%7 00.0% — 不变
SNY SANOFI SA $1,2800.00%30 00.0% — 不变
GILD GILEAD SCIENCES INC $1,2630.00%10 00.0% — 不变
UGI UGI CORP NEW $1,0360.00%30 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $1,0010.00%22 00.0% — 不变
RAL RALLIANT CORP $5890.00%8 00.0% — 不变