13FBOX
Coston, McIsaac & Partners · 13F 持仓分析
期权收益计算器 机构排行

Coston, McIsaac & Partners

No.4311 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.86亿
环比变动 Q1 2026
+$5,892.7万+13.8%
持仓股票数
835
新买入
64
加仓
261
减仓
73
清仓
54
持股不变
437
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·SPECIALIZED FUNDSVIG
5.41%5.25%$2,630.4万11.1万股$2,242.0万10.4万股+6,914股+6.63%加仓
SSCHWAB US TREASURY MONEY INVESTORSNSXX
4.84%4.3%$2,351.5万2,351.5万股$1,837.2万1,837.3万股+514.2万股+27.99%加仓
V先锋领航·INSTL INDEX FDVGUS
4.51%4.26%$2,192.2万29.0万股$1,820.7万24.1万股+4.9万股+20.40%加仓
V先锋领航国际股票指数基金VEU
4.4%4.15%$2,139.5万25.5万股$1,773.3万23.6万股+1.9万股+8.19%加仓
DDFA GLOBAL EQUITY IDGEIX
4.01%3.96%$1,950.0万44.0万股$1,690.7万42.9万股+1.1万股+2.62%加仓
G通用动力VTI
3.69%3.53%$1,791.6万4.8万股$1,509.8万4.7万股+1,354股+2.88%加仓
伯克希尔哈撒韦BRK.B
3.24%3.44%$1,574.1万3.1万股$1,469.9万3.1万股+783股+2.55%加仓
苹果AAPL
3%2.93%$1,458.7万5.0万股$1,252.8万4.9万股+1,046股+2.12%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
2.66%2.2%$1,291.8万15.8万股$941.2万13.3万股+2.5万股+18.77%加仓
WILLIAMS SONOMAWSM
2.39%2.11%$1,163.4万5.0万股$902.4万4.9万股+414股+0.84%加仓
DDimensional维度ETF信托DFCF
2.34%2.23%$1,138.2万27.0万股$951.5万22.5万股+4.4万股+19.65%加仓
沃尔玛WMT
2.14%2.65%$1,039.4万9.2万股$1,131.0万9.1万股+759股+0.83%加仓
PProShares信托NOBL
2.04%2.17%$990.8万17.6万股$929.0万8.8万股+8.9万股+101.32%加仓
强生JNJ
1.99%2.14%$969.4万3.8万股$912.8万3.7万股+827股+2.21%加仓
德州仪器TXN
1.95%1.42%$946.6万3.2万股$606.5万3.1万股+517股+1.65%加仓
可口可乐KO
1.7%1.75%$825.7万10.2万股$746.8万9.8万股+3,397股+3.46%加仓
PHILIP MORRIS INTLPM
1.65%1.67%$800.9万4.4万股$713.2万4.3万股+1,131股+2.62%加仓
DDimensional维度ETF信托DFSD
1.53%1.35%$742.3万15.5万股$576.0万12.0万股+3.5万股+29.20%加仓
南方电力SO
1.51%1.69%$734.4万7.7万股$721.2万7.5万股+2,011股+2.69%加仓
爱迪生联合电气ED
1.48%1.66%$718.0万6.5万股$710.8万6.3万股+2,100股+3.34%加仓
N新纪元能源NEE
1.46%1.7%$709.6万8.1万股$727.8万7.8万股+2,479股+3.16%加仓
宝洁PG
1.4%1.51%$679.0万4.6万股$644.2万4.5万股+1,706股+3.83%加仓
ALTRIAMO
1.33%1.34%$644.7万9.0万股$572.1万8.7万股+2,895股+3.34%加仓
麦当劳MCD
1.31%1.66%$636.4万2.4万股$709.9万2.3万股+700股+3.06%加仓
百事可乐PEP
1.23%1.56%$600.2万4.4万股$665.9万4.3万股+1,448股+3.38%加仓
UUNILEVER SPON ADR NEWUL
1.18%1.23%$574.6万9.6万股$525.1万9.2万股+3,408股+3.70%加仓
威瑞森VZ
1.15%1.48%$557.8万13.2万股$633.0万12.6万股+5,639股+4.47%加仓
金佰利KMB
1.09%1.04%$531.3万4.8万股$444.4万4.6万股+2,322股+5.04%加仓
INGREDION COMINGR
1.06%1.39%$516.8万5.5万股$592.1万5.3万股+2,006股+3.82%加仓
ESSENTIAL UTILSWTRG
1.01%1.15%$491.5万12.8万股$491.6万12.2万股+6,229股+5.10%加仓
PAYCHEX COMPAYX
1%1.02%$486.0万4.9万股$435.6万4.7万股+2,131股+4.51%加仓
美敦力MDT
0.96%1.16%$469.0万6.0万股$496.4万5.7万股+2,650股+4.62%加仓
PPROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETFBUYB
0.93%0.7%$453.7万4.4万股$299.7万3.5万股+8,262股+23.35%加仓
DDimensional维度ETF信托DUSB
0.86%0.98%$416.9万8.2万股$417.3万8.2万股-188股-0.23%减仓
V先锋领航斯科茨代尔基金VCIT
0.85%0.91%$410.8万5.0万股$387.8万4.7万股+2,842股+6.06%加仓
VVANGUARD 500 INDEX ADMIRVFIAX
0.78%0.77%$377.2万5,451股$331.1万5,496股-45股-0.82%减仓
微软MSFT
0.73%0.75%$354.4万9,501股$321.5万8,685股+816股+9.40%加仓
CLOROX DELCLX
0.72%0.86%$348.2万3.6万股$368.9万3.6万股+887股+2.49%加仓
V先锋领航国际股票指数基金VT
0.68%0.7%$331.7万2.1万股$297.6万2.2万股-389股-1.81%减仓
VVANGUARD TOTAL STOCK MKTVTSAX
0.68%0.04%$330.3万1.8万股$18.6万1,195股+1.7万股+1,433.89%加仓
星巴克SBUX
0.68%0.67%$328.3万3.2万股$286.6万3.2万股+129股+0.40%加仓
V先锋领航斯科茨代尔基金BSV
0.67%0.73%$324.7万4.1万股$310.3万3.9万股+1,932股+4.93%加仓
GENERAL MILLS COMGIS
0.66%0.78%$320.5万9.2万股$331.6万8.9万股+2,974股+3.34%加仓
V先锋领航·TOTALBND
0.6%0.7%$293.6万4.0万股$298.0万4.0万股-475股-1.17%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.6%0.58%$292.7万7.0万股$247.8万6.7万股+2,714股+4.03%加仓
SSCHWAB S&P 500 INDEXSWPPX
0.6%0.47%$290.4万15.0万股$199.8万11.9万股+3.1万股+26.09%加仓
BAR HBR BANKSHARESBHB
0.59%0.57%$285.5万7.6万股$244.3万7.5万股+324股+0.43%加仓
HERSHEY COMHSY
0.58%0.78%$283.4万1.6万股$333.1万1.6万股+124股+0.77%加仓
VVANGUARD TOTAL BOND MARKET INDEX ADMVBTLX
0.55%0.23%$266.1万27.6万股$98.1万10.1万股+17.4万股+172.03%加仓
埃克森美孚XOM
0.55%0.77%$265.4万1.9万股$327.7万1.9万股+99股+0.51%加仓

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