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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 61 项建仓 5增持 25减持 28清仓 3

方向

标的

Δ市值

现股数(环比)

清仓

VCIT Vanguard Intermediate-Term Corp

-$25.8M

0 -100%

清仓

VCLT Vanguard Long-Term Corporate Index Fund ETF

-$8.4M

0 -100%

增持

VOO Vanguard 500 Index Fund ETF

+$2.7M

32,582

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。

增持

IDEV iShares Core MSCI International

+$2.2M

158,707 +19%

增持

AVLV Avantis US Large Cap Value ETF

+$2.0M

120,816 +21%

增持

AVDE Avantis International Equity ETF

+$1.6M

166,266 +12%

增持

AVUV Avantis US Small Cap Value ETF

+$1.0M

54,376 +20%

增持

VO Vanguard Mid-Cap Index ETF

+$945.7K

24,899 +10%

增持

VTV Vanguard Value ETF

+$841.8K

29,146 +12%

增持

DFAS Dimensional US Small Cap ETF

+$789.2K

57,991 +22%

减持

BRK/B Berkshire Hathaway Inc Class B

+$708.5K

11,296 -0%

增持

SCHG Schwab U.S. Large-Cap Growth ETF

+$683.2K

45,124 +7%

增持

APO Apollo Global Management Inc

+$588.6K

28,648 +1%

增持

AVDV Avantis Intl Small Cap Value ETF

+$427.1K

36,823 +15%

清仓

IPO Renaissance IPO ETF

-$384.3K

0 -100%

建仓

DFCA Dimensional California Municipal Bond ETF

+$378.1K

7,500

建仓

CMF iShares California Muni Bond ETF

+$345.2K

6,000

增持

UBER Uber Technologies Inc

+$289.1K

8,711 +41%

增持

DIS Walt Disney Productions

+$282.1K

8,221 +3%

建仓

APD Air Products & Chemicials Inc

+$267.2K

1,103

减持

JPM J P Morgan Chase & Co

+$258.0K

8,599 -0%

减持

GDX VanEck Vectors Gold Miners ETF

-$256.8K

9,000 -48%

减持

DIA SPDR Dow Jones Industrial Ave ETF Trust

-$236.2K

1,681 -30%

减持

KKR KKR & Company Inc

+$234.7K

13,888 -1%

减持

IWF IShares Russell 1000 Growth Index Fund

+$233.5K

6,936 -0%

减持

IVV IShares Core S&P 500 ETF

-$230.8K

465 -53%

减持

IBB IShares Nasdaq Biotech Index Fund

-$217.3K

2,000 -45%

建仓

HIFS Hingham Institution For Saving

+$214.6K

1,230

建仓

EFA IShares Msci Eafe Index Fund

+$205.6K

2,574

减持

RSP Invesco S&P 500 Equal Weight ETF

+$187.6K

17,099 -0%

减持

DFAU Dimensional US Core Equity Market ETF

-$173.9K

19,944 -27%

减持

ABBV AbbVie Inc

+$150.3K

6,113 -2%

增持

GOOGL Alphabet Inc Capital Stock Class A

+$149.9K

10,218 +3%

减持

— Exxon Mobil Corp

+$141.4K

8,827 -0%

减持

BAC Bank of America Corp

+$137.2K

32,638 -0%

减持

AVEM Avantis Emerging Markets Equity ETF

-$131.1K

5,750 -30%

减持

DFAI Dimensional International Core Equity Market ETF

-$124.5K

10,409 -32%

减持

VUG Vanguard Growth Vipers Fund ETF

+$114.9K

3,475 -0%

增持

CVX Chevron Corp

+$112.2K

4,717 +11%

减持

IEFA Ishares Core MSCI EAFE ETF

-$108.4K

8,607 -19%

减持

TRV The Travelers Companies Inc

+$98.4K

2,524 -0%

减持

IBM International Business Machines

+$75.1K

3,025 -2%

减持

BKH Black Hills Corp

-$70.3K

7,983 -15%

增持

IJH IShares Core S&P Mid-Cap ETF

+$61.5K

11,575 +400%

增持

BBN Blackrock Taxable Municipal Bond Trust

+$59.7K

61,812 +6%

增持

AAPL Apple Computer Inc

+$56.5K

22,671 +14%

增持

DG Dollar General

+$51.8K

2,563 +0%

减持

WFC Wells Fargo & Co

+$43.8K

14,307 -10%

增持

— Minnehaha Banshares Inc-Common

+$35.7K

9,174 +3%

增持

WMT WalMart Inc

+$33.3K

4,374 +200%

减持

GD General Dynamics Corp

+$29.8K

1,477 -1%

增持

VNO Vornado Realty Trust

+$22.0K

15,311 +3%

减持

JNJ Johnson & Johnson

-$21.2K

5,060 -3%

减持

ABT Abbott Laboratories

-$21.1K

3,890 -8%

减持

VEA Vanguard FTSE Developed Markets Index Fund ETF

+$15.8K

8,903 -1%

减持

PEP Pepsico Inc

+$13.0K

2,803 -0%

增持

CVS CVS Health Corporation

+$12.1K

3,522 +3%

减持

VYM Vanguard Whitehall Funds High Dividend Yield Etf

+$10.5K

6,484 -6%

增持

XEL Xcel Energy Inc

+$8.5K

4,079 +20%

减持

PYPL Paypal Holdings Inc

-$4.8K

2,999 -10%

增持

VNQ Vanguard Real Estate ETF

-$4.7K

11,902 +2%