FIRST NATIONAL BANK SIOUX FALLS

报告期 2026-03-31 · CIK 0001085041

持仓数

147

前50大市值合计

$315.4M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 39 项建仓 7增持 21减持 6清仓 5

方向

标的

Δ市值

现股数(环比)

清仓

— Raven Industries Inc

-$4.1M

0 -100%

清仓

BBN Blockrock Taxable Municipal Bond Trust

-$2.4M

0 -100%

清仓

BHK BlackRock Core Bond

-$2.4M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

WFC Wells Fargo & Co

增持

VOO Vanguard Index FDS S&P 500 EFT

+$1.1M

6,950 +64%

建仓

IEFA Ishares Core MSCI EAFE ETF

+$660.0K

8,891

建仓

DFAI Dimensional International Core Equity Market ETF

+$656.0K

22,681

建仓

AVUV Avantis US Small Cap Value ETF

+$463.0K

6,122

增持

VTV Vanguard Value ETF

+$382.0K

5,971 +93%

建仓

BAX Baxter International Inc

+$317.0K

3,941

清仓

— General Electric Co

-$288.0K

0 -100%

增持

IBM International Business Machines

+$243.0K

4,565 +70%

建仓

GE General Electric Company

+$235.0K

2,274

建仓

TCHP T Rowe Price Blue Chip Growth ETF

+$213.0K

6,679

增持

BMY Bristol Myers Squibb Co

+$213.0K

7,070 +130%

建仓

VEA Vanguard FTSE Developed Markets Index Fund ETF

+$212.0K

4,206

清仓

VNO Vornado Realty Trust

-$210.0K

0 -100%

增持

DFAE Dimensional Emerging Core Equity Market ETF

+$184.0K

21,783 +57%

增持

DLTR Dollar Tree Inc

+$138.0K

6,260 +35%

增持

VBR Vanguard Small-Cap Value ETF

+$119.0K

3,128 +32%

增持

RSP Invesco S&P 500 Equal Weight ETF

+$102.0K

3,146 +29%

减持

AVEM Avantis Emerging Markets Equity ETF

-$101.0K

4,500 -20%

增持

T AT & T Inc

+$94.0K

11,587 +53%

增持

AAPL Apple Computer Inc

+$91.0K

10,937 +3%

减持

MSFT Microsoft Corp

+$81.0K

7,553 -0%

增持

ORCL Oracle Corp

+$72.0K

7,573 +0%

减持

VNQ Vanguard Real Estate ETF

-$70.0K

12,780 -5%

增持

— Apollo Global Management Inc

+$56.0K

19,574 +6%

增持

PFE Pfizer Inc

+$53.0K

11,273 +2%

增持

INTC Intel Corp

-$39.0K

15,102 +1%

增持

TGT Target Corp

-$30.0K

2,509 +0%

减持

CVX Chevron Corp

-$22.0K

4,776 -1%

减持

IWF IShares Russell 1000 Growth Index Fund

+$18.0K

7,945 -0%

增持

BRK/B Berkshire Hathaway Inc Class B

-$7.0K

10,378 +2%

增持

CVS CVS Health Corporation

+$7.0K

4,159 +0%

增持

AMZN Amazon Com Inc

-$7.0K

90 +2%

增持

SPG Simon Property Group Inc

+$7.0K

2,415 +3%

增持

AVDV Avantis Intl Small Cap Value ETF

+$6.0K

4,900 +2%

增持

IVV IShares Core S&P 500 ETF

+$3.0K

626 +1%