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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 62 项建仓 10增持 26减持 23清仓 3

方向

标的

Δ市值

现股数(环比)

建仓

VCIT Vanguard Intermediate-Term Corp

+$25.5M

317,634

减持

VCLT Vanguard Long-Term Corporate Index Fund ETF

-$20.7M

104,263 -73%

减持

— Minnehaha Banshares Inc-Common

-$11.6M

9,200 -87%

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。

VOO Vanguard 500 Index Fund ETF

增持

IDEV iShares Core MSCI International

+$1.4M

56,136 +61%

增持

AVLV Avantis US Large Cap Value ETF

+$1.4M

42,835 +175%

增持

AVDE Avantis International Equity ETF

+$1.2M

93,315 +21%

增持

AVUV Avantis US Small Cap Value ETF

+$879.7K

35,335 +52%

清仓

VNQI Vanguard Global ex-U.S. Real Estate ETF

-$781.9K

0 -100%

增持

SCHG Schwab U.S. Large-Cap Growth ETF

+$673.7K

27,765 +36%

增持

DFAX Dimensional World EX US Core Equity 2 ETF

+$666.6K

313,096 +3%

增持

VO Vanguard Mid-Cap Index ETF

+$517.9K

10,000 +28%

增持

RSP Invesco S&P 500 Equal Weight ETF

+$511.4K

17,089 +23%

增持

MSFT Microsoft Corp

+$333.9K

6,689 +1%

增持

AVDV Avantis Intl Small Cap Value ETF

+$331.0K

15,251 +51%

增持

DIS Walt Disney Productions

+$295.3K

10,297 +22%

建仓

DFAS Dimensional US Small Cap ETF

+$265.9K

5,046

建仓

CRM Salesforce, Inc

+$264.5K

1,324

增持

VTV Vanguard Value ETF

+$250.5K

15,036 +16%

建仓

IAU iShares Gold Trust

+$242.9K

6,500

建仓

— Kellogg Co

+$232.3K

3,469

增持

V Visa Inc

+$231.8K

12,852 +0%

减持

BAC Bank of America Corp

-$223.9K

32,683 -7%

建仓

WMT WalMart Inc

+$222.1K

1,506

建仓

UBER Uber Technologies Inc

+$217.2K

6,851

清仓

BAX Baxter International Inc

-$209.9K

0 -100%

建仓

EPD Enterprise Products Partners LP

+$209.8K

8,100

建仓

QCOM Qualcomm Inc

+$203.1K

1,592

清仓

EMR Emerson Electric Co

-$201.6K

0 -100%

增持

DFAU Dimensional US Core Equity Market ETF

+$192.7K

27,148 +25%

建仓

VNO Vornado Realty Trust

+$186.1K

12,111

减持

BKH Black Hills Corp

-$185.6K

9,383 -15%

增持

UNP Union Pacific Corp

+$175.6K

5,056 +24%

减持

GOOGL Alphabet Inc Capital Stock Class A

+$135.5K

10,400 -3%

减持

WFC Wells Fargo & Co

-$131.4K

21,668 -5%

增持

IEFA Ishares Core MSCI EAFE ETF

+$129.2K

10,621 +13%

增持

VUG Vanguard Growth Vipers Fund ETF

+$128.6K

3,494 +0%

增持

VBR Vanguard Small-Cap Value ETF

+$120.8K

5,476 +16%

减持

PFE Pfizer Inc

-$95.0K

8,118 -2%

增持

JNJ Johnson & Johnson

-$93.4K

5,222 +2%

增持

DFAI Dimensional International Core Equity Market ETF

+$88.6K

15,330 +18%

增持

DIA SPDR Dow Jones Industrial Ave ETF Trust

+$67.6K

1,028 +24%

减持

MRK Merck and Co Inc

-$65.5K

3,716 -11%

增持

VEA Vanguard FTSE Developed Markets Index Fund ETF

+$63.8K

8,975 +10%

减持

NEE Nextera Energy Inc

-$60.9K

5,054 -6%

减持

JPM J P Morgan Chase & Co

-$56.2K

8,455 -2%

减持

LMT Lockheed Martin Corp

-$54.3K

1,365 -5%

减持

APO Apollo Global Management Inc

-$47.6K

32,293 -1%

减持

TRV The Travelers Companies Inc

-$43.4K

2,556 -0%

减持

AVEM Avantis Emerging Markets Equity ETF

-$41.6K

14,123 -10%

增持

BRK/B Berkshire Hathaway Inc Class B

+$33.1K

11,648 +1%

增持

VYM Vanguard Whitehall Funds High Dividend Yield Etf

+$29.9K

6,934 +7%

减持

SPG Simon Property Group Inc

-$27.5K

2,965 -3%

增持

MNST Monster Beverage

+$27.3K

8,420 +100%

减持

CSCO Cisco Systems Inc

+$26.0K

9,927 -4%

减持

VNQ Vanguard Real Estate ETF

-$22.6K

11,260 -3%

减持

INTC Intel Corp

+$22.3K

14,701 -15%

减持

MPC Marathon Petroleum Corp

+$19.9K

1,648 -5%

减持

ABBV AbbVie Inc

-$15.2K

6,434 -0%

减持

ADBE Adobe Systems Inc

+$12.8K

710 -8%

减持

PYPL Paypal Holdings Inc

-$3.4K

3,749 -7%

减持

PEP Pepsico Inc

+$3.0K

2,939 -0%