CT
Coastline Trust Co
分散型投资策略趋势追踪型长期持有型
申报总市值
US$10.1亿
申报季度: 2026-03-31 · 持股只数: 578
Coastline Trust Co在最新一期 13F 报告中披露了 578 项持股，申报期为 2026-03-31，总持股市值约为 US$10.1亿，季度换手率为 15.5%。
机构性格雪花图
- 集中度
- 10.01
- 持仓稳定性
- 15.5
- 动能／逆势
- 100
- 行业集中度
- 59.52
- 多样化
- 100
- 仓位均衡度
- 69.62
近期动向
减仓 MSFT
-2.8% -US$1322.2万
加仓 GLD
+1118.7% US$993.3万
减仓 VBR
-38.8% -US$763.9万
加仓 IEFA
+13.7% US$382.2万
加仓 EFA
+6.5% US$277.6万
加仓 VEA
+19.7% US$343.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 408 大持股（共 578 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 8.17% | -0.40% | -3.39% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.93% | -0.27% | -2.17% | |
| 3 | AAPL | Apple INC | 股票-科技 | 4.75% | -0.12% | -0.94% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.03% | +0.04% | +0.38% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.83% | +0.46% | +6.52% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -1.04% | -2.84% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.33% | +0.26% | +0.63% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.27% | — | -1.66% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.12% | -0.16% | +0.02% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.90% | +0.51% | +13.67% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.58% | -0.22% | +0.68% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.91% | -0.13% | +3.32% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.83% | +0.42% | +19.72% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.78% | — | +2.04% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.75% | -0.07% | -9.58% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.64% | — | +2.68% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | -0.09% | -4.00% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.51% | +0.16% | +1.28% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.28% | -0.65% | -38.77% | |
| 20 | PANW | Palo Alto Networks INC | 股票-科技 | 1.27% | -0.16% | -3.18% | |
| 21 | NFLX | Netflix INC | 股票-通信服务 | 1.23% | — | -0.99% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.19% | +0.37% | +37.22% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.07% | -0.10% | -8.85% | |
| 24 | ABBV | Abbvie INC | 股票-医疗保健 | 1.07% | — | +0.51% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | +0.99% | +1118.74% | |
| 26 | WMT | Walmart INC | 股票-非周期性消费 | 1.06% | +0.16% | +0.23% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | +0.17% | -0.67% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | -0.11% | -0.97% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.93% | -0.06% | -10.04% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +3.92% | |
| 31 | MA | Mastercard INC - A | 股票-金融 | 0.83% | -0.09% | -2.32% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.78% | -0.14% | -1.54% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | — | -2.87% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.63% | +0.14% | -1.54% | |
| 35 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.62% | — | +0.63% | |
| 36 | GE | General Electric | 股票-工业 | 0.62% | — | -0.92% | |
| 37 | AMGN | Amgen INC | 股票-医疗保健 | 0.60% | — | +1.44% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.17% | -4.29% | |
| 39 | AFL | Aflac INC | 股票-金融 | 0.53% | — | -6.22% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.50% | +0.16% | +35.03% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.46% | — | -0.14% | |
| 42 | WM | Waste Management INC | 股票-工业 | 0.46% | — | -0.21% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.46% | — | +1.66% | |
| 44 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.40% | +0.32% | +383.98% | |
| 45 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.40% | +0.16% | +38.28% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | +0.11% | -1.19% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | +1.34% | |
| 48 | AVGO | Broadcom INC | 股票-科技 | 0.36% | — | -2.52% | |
| 49 | CSCO | Cisco Systems INC | 股票-科技 | 0.36% | — | +0.25% | |
| 50 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.34% | — | -3.76% |
1–50 of 408
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 578 | US$10.1亿 | 16 | |
| 2025-12-31 | 566 | US$10.6亿 | 21 | |
| 2025-09-30 | 570 | US$9.3亿 | 24 | |
| 2025-06-30 | 565 | US$8.7亿 | 0 | |
| 2025-03-31 | 567 | US$8.0亿 | 100 | |
| 2024-12-31 | 612 | US$8.5亿 | 0 | |
| 2024-09-30 | 626 | US$8.5亿 | 0 | |
| 2024-06-30 | 403 | US$8.5亿 | 0 | |
| 2024-03-31 | 403 | US$8.3亿 | 0 | |
| 2023-12-31 | 433 | US$7.5亿 | 0 | |
| 2023-09-30 | 436 | US$6.8亿 | 0 | |
| 2023-06-30 | 473 | US$7.1亿 | 0 | |
| 2023-03-31 | 485 | US$6.8亿 | 0 | |
| 2022-12-31 | 482 | US$6.7亿 | 0 | |
| 2022-09-30 | 532 | US$6.3亿 | 0 | |
| 2022-06-30 | 532 | US$6.8亿 | 0 | |
| 2022-03-31 | 550 | US$8.2亿 | 0 | |
| 2021-12-31 | 560 | US$8.8亿 | 0 | |
| 2021-09-30 | 542 | US$8.0亿 | 0 | |
| 2021-06-30 | 538 | US$8.1亿 | 100 | |
| 2021-03-31 | 534 | US$7.8亿 | 15 | |
| 2020-12-31 | 524 | US$7.5亿 | 16 | |
| 2020-09-30 | 523 | US$6.7亿 | 15 | |
| 2020-06-30 | 519 | US$6.3亿 | 20 | |
| 2020-03-31 | 513 | US$5.5亿 | 31 | |
| 2019-12-31 | 545 | US$7.2亿 | 10 | |
| 2019-09-30 | 538 | US$6.8亿 | 13 | |
| 2019-06-30 | 549 | US$6.9亿 | 9 | |
| 2019-03-31 | 538 | US$6.7亿 | 16 | |
| 2018-12-31 | 512 | US$5.8亿 | 23 | |
| 2018-09-30 | 550 | US$7.0亿 | 12 | |
| 2018-06-30 | 550 | US$6.6亿 | 16 | |
| 2018-03-31 | 535 | US$6.5亿 | 11 | |
| 2017-12-31 | 526 | US$6.6亿 | 20 | |
| 2017-09-30 | 509 | US$5.7亿 | 11 | |
| 2017-06-30 | 512 | US$5.5亿 | 7 | |
| 2017-03-31 | 510 | US$5.4亿 | 9 | |
| 2016-12-31 | 495 | US$5.1亿 | 10 | |
| 2016-09-30 | 494 | US$5.1亿 | 9 | |
| 2016-06-30 | 479 | US$5.0亿 | 9 | |
| 2016-03-31 | 471 | US$4.7亿 | 13 | |
| 2015-12-31 | 477 | US$4.6亿 | 16 | |
| 2015-09-30 | 464 | US$4.4亿 | 12 | |
| 2015-06-30 | 484 | US$4.8亿 | 6 | |
| 2015-03-31 | 482 | US$4.9亿 | 14 | |
| 2014-12-31 | 498 | US$4.8亿 | 31 | |
| 2014-09-30 | 377 | US$3.8亿 | 8 | |
| 2014-06-30 | 364 | US$3.9亿 | 7 | |
| 2014-03-31 | 359 | US$3.8亿 | 8 | |
| 2013-12-31 | 366 | US$3.7亿 | 13 | |
| 2013-09-30 | 354 | US$3.4亿 | 8 | |
| 2013-06-30 | 343 | US$3.2亿 | — |
本季持股变动
Coastline Trust Co 在 2026-03-31 最显著的持仓异动： 新建仓: Lazard Intl Dynamic Eqy ETF (IDEQ); 减仓: Microsoft CORP (MSFT) — 股数 -2.84%; 加仓: Spdr Gold Shares (GLD) — 股数 +1118.74%; 减仓: Vanguard Small-cap Value ETF (VBR) — 股数 -38.77%; 加仓: Ishares Core Msci Eafe ETF (IEFA) — 股数 +13.67%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +1% | +1118.74% | 加仓 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +13.67% | 加仓 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.5% | +6.52% | 加仓 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | +19.72% | 加仓 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +37.22% | 加仓 |
| 6 | CEF | Sprott Physical Gold And Sil | +0.3% | +383.98% | 加仓 |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +0.63% | 加仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | -0.67% | 减仓 |
| 9 | MRK | Merck & Co. INC. | +0.2% | +38.28% | 加仓 |
| 10 | EEM | Ishares Msci Emerging Market | +0.2% | +35.03% | 加仓 |
| 11 | WMT | Walmart INC | +0.2% | +0.23% | 加仓 |
| 12 | EWJ | Ishares Msci Japan ETF | +0.2% | +1.28% | 加仓 |
| 13 | CAT | Caterpillar INC | +0.1% | -1.54% | 减仓 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +4.04% | 加仓 |
| 15 | CVX | Chevron CORP | +0.1% | -1.19% | 减仓 |
| 16 | VLO | Valero Energy CORP | +0.1% | +6.18% | 加仓 |
| 17 | IVV | Ishares Core S&p 500 ETF | 0% | +0.38% | 加仓 |
| 18 | UNH | Unitedhealth Group INC | -0.1% | -0.64% | 减仓 |
| 19 | AGG | Ishares Core U.s. Aggregate | -0.1% | -10.04% | 减仓 |
| 20 | ADP | Automatic Data Processing | -0.1% | -2.42% | 减仓 |
| 21 | ACN | Accenture plc | -0.1% | -17.49% | 减仓 |
| 22 | IWM | Ishares Russell 2000 ETF | -0.1% | -9.58% | 减仓 |
| 23 | QCOM | Qualcomm INC | -0.1% | -1.62% | 减仓 |
| 24 | SHOP | Shopify INC - Class A | -0.1% | -20.69% | 减仓 |
| 25 | PAYX | Paychex INC | -0.1% | -24.07% | 减仓 |
| 26 | ADBE | Adobe INC | -0.1% | -11.27% | 减仓 |
| 27 | AIG | American International Group | -0.1% | -45.75% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -4.00% | 减仓 |
| 29 | MA | Mastercard INC - A | -0.1% | -2.32% | 减仓 |
| 30 | SNOW | Snowflake INC | -0.1% | -12.26% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -8.85% | 减仓 |
| 32 | V | Visa Inc-class A Shares | -0.1% | -0.97% | 减仓 |
| 33 | AAPL | Apple INC | -0.1% | -0.94% | 减仓 |
| 34 | SRE | Sempra | -0.1% | -95.40% | 减仓 |
| 35 | LLY | Eli Lilly & Co | -0.1% | +3.32% | 加仓 |
| 36 | DHR | Danaher CORP | -0.1% | -42.84% | 减仓 |
| 37 | AXP | American Express Co | -0.1% | -1.54% | 减仓 |
| 38 | AMZN | Amazon.com INC | -0.2% | +0.02% | 加仓 |
| 39 | PANW | Palo Alto Networks INC | -0.2% | -3.18% | 减仓 |
| 40 | BX | Blackstone INC | -0.2% | -21.15% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.2% | -4.29% | 减仓 |
| 42 | FALN | Ishares Fallen Angels ETF | -0.2% | -47.31% | 减仓 |
| 43 | ARES | Ares Management CORP - A | -0.2% | -44.24% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | +0.68% | 加仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.17% | 减仓 |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | -0.4% | -65.02% | 减仓 |
| 47 | NVDA | Nvidia CORP | -0.4% | -3.39% | 减仓 |
| 48 | VBR | Vanguard Small-cap Value ETF | -0.7% | -38.77% | 减仓 |
| 49 | MSFT | Microsoft CORP | -1% | -2.84% | 减仓 |
| 50 | IDEQ | Lazard Intl Dynamic Eqy ETF | — | NEW | 新建仓 |
FAQ
Coastline Trust Co 是什么机构？属于哪种投资人类型？
Coastline Trust Co 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$10.1亿，分布在 578 个已申报仓位之中。
Coastline Trust Co 目前前几大持股有哪些？
根据最新 13F 申报，Coastline Trust Co 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$8231.3万 (8.2%)
2. Alphabet Inc-cl A (GOOGL) — US$4972.2万 (4.9%)
3. Apple INC (AAPL) — US$4785.0万 (4.8%)
4. Ishares Core S&p 500 ETF (IVV) — US$4065.1万 (4.0%)
5. Ishares Msci Eafe ETF (EFA) — US$3861.8万 (3.8%)
Coastline Trust Co 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Coastline Trust Co 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 17 个既有持股、减仓 32 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Lazard Intl Dynamic Eqy ETF (IDEQ); 减仓: Microsoft CORP (MSFT) — 股数 -2.84%; 加仓: Spdr Gold Shares (GLD) — 股数 +1118.74%; 减仓: Vanguard Small-cap Value ETF (VBR) — 股数 -38.77%; 加仓: Ishares Core Msci Eafe ETF (IEFA) — 股数 +13.67%
Coastline Trust Co 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Coastline Trust Co 的主要板块分布如下：
• Information Technology: 36.3%
• Communication Services: 15.1%
• Financials: 13.4%
• Health Care: 10.1%
• Consumer Discretionary: 8.2%
• Industrials: 7.8%
同行推荐
资产规模相近的机构
风格推荐
持仓风格相似的机构
HW
Hancock Whitney CORP
申报总市值
US$57.5亿
1,333 stks
2026-03-31
集中度4.6
持仓稳定性18.9
行业集中度44.3
前五大持仓重叠 4/5 档，同样重仓 Ishares Core S&p 500 ETF
查看详情
UB
UMB Bank, n.a.
申报总市值
US$71.6亿
3,145 stks
2026-03-31
集中度7.8
持仓稳定性13.9
行业集中度54.3
前五大持仓重叠 4/5 档，同样重仓 Ishares Core S&p 500 ETF
查看详情
NI
Nisa Investment Advisors, LLC
申报总市值
US$270.4亿
3,160 stks
2026-03-31
集中度62.9
持仓稳定性17.0
行业集中度64.7
前五大持仓重叠 4/5 档，同样重仓 Ishares Core S&p 500 ETF
查看详情