Caldwell Trust Co
Venice FL · SEC CIK 0002080218
$12.37亿2026Q2 申报市值
811持仓数
30.5%前十大占比 · 第一大 5.8%
65 / 40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
HONA 新建仓+$246.35万
EXXON MOBIL CORP 加仓+$234.20万
AGG 加仓+$130.81万
IEFA 加仓+$130.30万
SRE 加仓+$111.51万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$526.45万
DD 减仓-$379.60万
VOO 减仓-$273.08万
NVDA 减仓-$255.41万
AMGN 减仓-$182.76万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $602.71万 | 0.49% | 17,058 | -922 | -5.1% | -$32.58万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $630.19万 | 0.51% | 18,631 | -23 | -0.1% | -$7,780 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $632.74万 | 0.51% | 33,211 | 571 | 1.7% | $10.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $637.78万 | 0.52% | 22,680 | 2,333 | 11.5% | $65.61万 | 加仓 |
| EMXC | ISHARES INC | $669.00万 | 0.54% | 65,396 | 5,759 | 9.7% | $58.91万 | 加仓 |
| ABBV | ABBVIE INC | $681.19万 | 0.55% | 27,070 | 1,557 | 6.1% | $39.18万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $731.62万 | 0.59% | 24,560 | 2,187 | 9.8% | $65.15万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $853.52万 | 0.69% | 58,205 | -3,025 | -4.9% | -$44.36万 | 减仓 |
| CSCO | CISCO SYS INC | $858.56万 | 0.69% | 73,094 | -2,530 | -3.3% | -$29.72万 | 减仓 |
| CVX | CHEVRON CORPORATION | $905.73万 | 0.73% | 54,641 | -554 | -1.0% | -$9.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $917.47万 | 0.74% | 128,768 | 11,296 | 9.6% | $80.48万 | 加仓 |
| MCD | MCDONALDS CORP | $919.43万 | 0.74% | 34,014 | -102 | -0.3% | -$2.76万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $922.62万 | 0.75% | 368,607 | -5,768 | -1.5% | -$14.44万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $956.97万 | 0.77% | 56,332 | 4,223 | 8.1% | $71.74万 | 加仓 |
| AMGN | AMGEN INC | $962.66万 | 0.78% | 26,584 | -5,047 | -16.0% | -$182.76万 | 减仓 |
| AMAT | APPLIED MATLS INC | $989.93万 | 0.80% | 13,692 | -308 | -2.2% | -$22.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,015.24万 | 0.82% | 20,289 | -603 | -2.9% | -$30.17万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,018.49万 | 0.82% | 126,411 | -2,497 | -1.9% | -$20.12万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,027.64万 | 0.83% | 14,272 | 602 | 4.4% | $43.35万 | 加仓 |
| AVGO | BROADCOM INC | $1,045.73万 | 0.85% | 27,683 | -57 | -0.2% | -$2.15万 | 减仓 |
| V | VISA INC | $1,046.97万 | 0.85% | 30,516 | -1,098 | -3.5% | -$37.67万 | 减仓 |
| — | EXXON MOBIL CORP | $1,047.64万 | 0.85% | 76,627 | 17,130 | 28.8% | $234.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,052.42万 | 0.85% | 22,037 | 536 | 2.5% | $25.60万 | 加仓 |
| IEFA | ISHARES TR | $1,076.43万 | 0.87% | 111,455 | 13,491 | 13.8% | $130.30万 | 加仓 |
| WMT | WALMART INC | $1,147.88万 | 0.93% | 101,349 | -3,320 | -3.2% | -$37.60万 | 减仓 |
| BLK | BLACKROCK INC | $1,159.93万 | 0.94% | 12,063 | 117 | 1.0% | $11.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,229.97万 | 0.99% | 23,948 | 131 | 0.6% | $6.73万 | 加仓 |
| IGIB | ISHARES TR | $1,329.85万 | 1.08% | 250,113 | 4,301 | 1.7% | $22.87万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,408.59万 | 1.14% | 19,128 | 37 | 0.2% | $2.72万 | 加仓 |
| IJH | ISHARES TR | $1,411.35万 | 1.14% | 183,031 | 11,114 | 6.5% | $85.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,434.55万 | 1.16% | 56,485 | -1,596 | -2.7% | -$40.53万 | 减仓 |
| IJR | ISHARES TR | $1,504.15万 | 1.22% | 101,419 | 3,704 | 3.8% | $54.93万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,519.21万 | 1.23% | 21,600 | 9 | 0.0% | $6,330 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,525.38万 | 1.23% | 173,793 | -1,629 | -0.9% | -$14.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,552.13万 | 1.26% | 16,592 | 674 | 4.2% | $63.05万 | 加仓 |
| AGG | ISHARES TR | $1,573.00万 | 1.27% | 158,921 | 13,216 | 9.1% | $130.81万 | 加仓 |
| IGSB | ISHARES TR | $1,575.82万 | 1.27% | 300,671 | 16,074 | 5.6% | $84.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,618.96万 | 1.31% | 43,751 | -605 | -1.4% | -$22.39万 | 减仓 |
| HD | HOME DEPOT INC | $1,645.11万 | 1.33% | 46,646 | -765 | -1.6% | -$26.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,729.39万 | 1.40% | 81,280 | 2,893 | 3.7% | $61.55万 | 加仓 |
| CAT | CATERPILLAR INC | $1,867.09万 | 1.51% | 17,533 | -821 | -4.5% | -$87.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,183.62万 | 1.77% | 66,710 | 71 | 0.1% | $2.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,246.83万 | 1.82% | 32,714 | -3,976 | -10.8% | -$273.08万 | 减仓 |
| IVV | ISHARES TR | $2,359.30万 | 1.91% | 31,504 | 1,227 | 4.1% | $91.89万 | 加仓 |
| LLY | ELI LILLY & CO | $2,584.77万 | 2.09% | 21,550 | -182 | -0.8% | -$21.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,858.97万 | 2.31% | 76,644 | -23 | -0.0% | -$8,579 | 减仓 |
| AMZN | AMAZON COM INC | $3,167.49万 | 2.56% | 132,898 | -2,247 | -1.7% | -$53.55万 | 减仓 |
| GOOGL | ALPHABET INC | $4,222.65万 | 3.41% | 118,159 | -3,881 | -3.2% | -$138.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,661.79万 | 3.77% | 62,426 | -196 | -0.3% | -$14.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,225.48万 | 5.03% | 311,134 | -12,765 | -3.9% | -$255.41万 | 减仓 |
| AAPL | APPLE INC | $7,194.56万 | 5.82% | 248,637 | -2,578 | -1.0% | -$74.60万 | 减仓 |