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OLD POINT TRUST & FINANCIAL SERVICES N A 13F 持仓明细(2026-03-31) · 小隐寺数据中心
OLD POINT TRUST & FINANCIAL SERVICES N A
报告期 2026-03-31 · CIK 0001102256
持仓数
318
前50大市值合计
$250.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 64
减持 55
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC - A
-$3.5M
55,414
-24%
增持
FNDF
SCHWAB FUNDAMENTAL INTL L/C
+$2.0M
183,454
+25%
增持
SPYG
SPDR Portfolio S&P 500 Growth
+$1.9M
29,147
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。
+151%
增持
IUSV
iShares Core S&P US Value ETF
+$1.5M
31,087
+84%
减持
MSFT
MICROSOFT CORP
-$1.4M
33,867
-1%
减持
GOOGL
ALPHABET INC - CL A
+$1.2M
18,841
-1%
减持
BX
BLACKSTONE INC
-$1.0M
38,600
-5%
减持
JNJ
JOHNSON & JOHNSON
+$960.8K
47,966
-1%
减持
AMGN
AMGEN INC
+$940.5K
22,420
-1%
增持
IMCG
iShares Morningstar Mid-Cap Gr
+$929.9K
32,116
+63%
增持
VBR
VANGUARD SMALL-CAP VALUE ETF
+$922.7K
28,107
+17%
减持
CSCO
CISCO SYSTEMS
+$874.4K
119,766
-2%
减持
RTX
RTX CORPORATION
+$769.1K
57,752
-2%
增持
JCPB
JPMorgan Core Plus Bond ETF
+$700.7K
41,788
+55%
减持
AAPL
APPLE INC
+$664.5K
45,968
-1%
增持
MRK
MERCK & CO INC NEW
+$645.6K
24,161
+7%
减持
WY
WEYERHAEUSER CO
-$640.3K
39,279
-38%
减持
TFC
TRUIST FINANCIAL CORP
-$628.7K
122,312
-16%
清仓
—
INVESCO BULLETSH 2025
-$625.7K
0
-100%
增持
MAR
MARRIOTT INTERNATIONAL INC NEW
+$623.6K
8,050
+12%
增持
QCOM
QUALCOMM INC
+$609.4K
5,216
+207%
减持
ENB
ENBRIDGE INC
-$585.3K
104,199
-6%
增持
PG
PROCTER & GAMBLE CO.
-$581.8K
57,156
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$535.5K
4,462
+21%
减持
D
DOMINION ENERGY INC
-$523.5K
27,458
-21%
减持
—
EXXON MOBIL CORPORATION
+$516.5K
85,032
-1%
增持
GLD
SPDR GOLD TRUST
+$509.0K
3,759
+36%
增持
SPHY
SPDR Portfolio High Yield Bond
+$461.6K
95,563
+27%
减持
—
ACCENTURE PLC CL A
+$458.6K
23,315
-1%
增持
IDEV
iShares Core MSCI Internationa
+$457.7K
19,851
+35%
减持
PFE
PFIZER, INC
-$431.3K
43,526
-27%
增持
JPM
JP MORGAN CHASE & CO
+$431.1K
6,543
+23%
增持
SO
SOUTHERN CO
-$413.0K
73,958
+2%
增持
AMZN
AMAZON.COM INC
+$406.4K
34,623
+0%
减持
SYY
SYSCO CORP
-$394.6K
37,431
-2%
增持
SPEM
SPDR INDEX SHARES EMERG
+$382.7K
22,452
+57%
增持
BSV
VANGUARD SHORT - TERM BOND ETF
+$380.1K
32,128
+18%
增持
VGIT
VANGUARD INTERME
+$319.5K
43,647
+14%
减持
ECL
ECOLAB INC
-$309.6K
18,897
-2%
减持
COP
CONOCOPHILLIPS
-$309.4K
92,605
-2%
增持
ADBE
ADOBE SYS INC
+$284.1K
853
+1980%
增持
KO
COCA-COLA CO
+$276.6K
28,092
+10%
减持
KMI
KINDER MORGAN INC
-$275.3K
187,207
-2%
增持
—
EATON CORP PLC
-$273.6K
8,884
+7%
增持
V
VISA INC - CLASS A SHARES
+$269.2K
7,846
+8%
增持
A
AGILENT TECHNOLOGIES INC
+$267.0K
9,559
+19%
增持
BKR
BAKER HUGHES CO
+$266.2K
41,150
+25%
减持
TOWN
TOWNEBANK
-$266.2K
204,516
-0%
增持
VZ
VERIZON COMMUNICATIONS
-$259.0K
83,044
+0%
增持
BSCT
INVESCO BULLETSHARES 2029
+$257.7K
47,260
+41%
减持
LMT
LOCKHEED MARTIN CORP
-$257.2K
7,495
-4%
减持
KMB
KIMBERLY CLARK CORP
-$254.4K
6,724
-10%
减持
NEE
NEXTERA ENERGY INC
+$252.3K
66,463
-1%
增持
PGR
PROGRESSIVE CORP
+$244.4K
2,700
+80%
减持
NSC
NORFOLK SOUTHERN CORP.
-$240.6K
12,692
-2%
增持
VCIT
VANGUARD INTERMED TRM CORP BD
+$239.7K
19,165
+18%
增持
CRM
SALESFORCE INC
+$233.1K
5,507
+6%
增持
—
CHUBB CORP
+$223.1K
5,531
+4%
增持
LOW
LOWES COMPANIES
+$222.7K
3,068
+49%
减持
HSY
HERSHEY COMPANY
-$216.3K
1,525
-42%
增持
BMY
BRISTOL-MYERS SQUIBB CO.
+$185.7K
17,951
+3%
减持
MPC
MARATHON PETROLEUM CORP
-$183.4K
5,420
-2%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$177.4K
100
-97%
增持
IBTJ
iShares iBonds Dec 2029 Term T
+$169.8K
8,436
+1105%
清仓
QTUM
SERIES SOLUTIONS DEFIANCE QUAN
-$165.7K
0
-100%
增持
YUM
YUM! BRANDS INC
+$162.4K
17,182
+7%
清仓
—
iShares iBonds Dec 2025 Term T
-$158.9K
0
-100%
减持
T
AT&T INC
-$156.7K
26,858
-8%
增持
CBRE
CBRE GROUP INC
+$144.2K
6,588
+13%
减持
CSX
CSX CORP
-$138.1K
9,198
-31%
减持
DE
DEERE & CO
-$136.4K
1,741
-16%
减持
TROW
T ROWE PRICE GROUP INC
-$132.3K
5,450
-19%
增持
IBTI
iShares ibonds Dec 2028 Term T
+$127.4K
11,300
+102%
增持
BSCR
INVESCO BULLETSHARES 2027
+$125.5K
62,709
+11%
增持
ELV
ELEVANCE HEALTH INC
+$119.5K
3,002
+4%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO
-$117.2K
77,681
-4%
增持
QQQ
INVESCO QQQ TRUST SERIES 1
+$112.1K
2,655
+5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
-$111.0K
1,915
-12%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$106.6K
622
+242%
增持
MS
MORGAN STANLEY
+$104.0K
1,767
+34%
增持
BSCS
INVESCO BULLETSHARES 2028
+$104.0K
59,617
+9%
减持
GPC
GENUINE PARTS CO
-$102.8K
3,385
-10%
减持
MOS
MOSAIC CO/THE
-$98.7K
3,100
-38%
增持
MO
ALTRIA GROUP INC
-$98.4K
12,889
+1%
减持
CAT
CATERPILLAR INC
+$97.4K
1,267
-4%
清仓
—
INTERPUBLIC GROUP COS INC
-$97.1K
0
-100%
增持
ORCL
ORACLE CORP
-$89.0K
1,070
+1%
建仓
OMC
OMNICOM GROUP INC
+$83.3K
1,032
增持
PM
PHILIP MORRIS INTERNATIONAL IN
+$83.3K
13,549
+5%
建仓
VT
VANGUARD TOTAL WORLD STK ETF
+$83.1K
589
增持
WRB
WR BERKLEY CORP
+$82.6K
23,929
+15%
减持
BAX
BAXTER INTL INC
-$78.2K
4,100
-40%
增持
BAC
BANK OF AMERICA CORP
+$66.9K
15,786
+2%
减持
LLY
LILLY (ELI) & CO.
+$66.8K
224
-2%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$66.7K
317
减持
RY
ROYAL BK CDA MONTREAL QUE COM
-$66.2K
3,500
-22%
减持
NKE
NIKE, INC.
-$65.9K
3,416
-16%
增持
IBTH
iShares iBonds Dec 2027 Term T
+$65.9K
15,570
+23%
清仓
CVS
CVS HEALTH CORP
-$62.8K
0
-100%
清仓
VYMI
VANGUARD INT HDV
-$62.5K
0
-100%
减持
DIS
WALT DISNEY CO/THE
-$56.2K
6,461
-7%
增持
MDLZ
MONDELEZ INTERNATIONAL, INC
-$53.4K
7,059
+2%
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH
-$51.1K
0
-100%
增持
BSCQ
INVESCO BULLETSHARES 2026
+$49.4K
34,033
+8%
增持
AVGO
BROADCOM INC COM
+$48.8K
303
+78%
减持
GE
GE AEROSPACE
-$47.7K
5,895
-5%
增持
HD
HOME DEPOT INC.
-$47.4K
888
+2%
增持
DUK
DUKE ENERGY CORP NEW COM
+$45.5K
2,373
+26%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC CO
+$44.0K
905
减持
UPS
UNITED PARCEL SERVICE CL B
+$43.3K
14,804
-13%
增持
MA
MASTERCARD INC - CLASS A
+$41.5K
257
+39%
减持
PSX
PHILLIPS 66
-$39.8K
3,750
-3%
清仓
IGM
ISHARES EXPANDED TECH SECTOR
-$37.8K
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL US STOC
-$35.9K
184
-58%
建仓
APH
AMPHENOL CORP CL A
+$33.5K
248
减持
CVX
CHEVRON CORP
-$33.3K
6,603
-1%
增持
TJX
TJX COMPANIES INC
+$31.2K
297
+197%
清仓
DAL
DELTA AIR LINES INC
-$28.4K
0
-100%
增持
ABBV
ABBVIE INC
+$26.0K
732
+20%
增持
SCHW
CHARLES SCHWAB CORP NEW
+$25.5K
366
+216%
增持
GD
GENERAL DYNAMICS CORP
+$24.8K
99
+296%
建仓
UL
UNILEVER PLC SPONSORED ADS
+$24.4K
372
减持
DVN
DEVON ENERGY CORPORATION NEW
-$24.2K
8,265
-11%
减持
TSCO
TRACTOR SUPPLY COMPANY
-$23.1K
1,500
-13%
减持
MMM
3M CO
-$23.1K
2,758
-8%
建仓
XEVTX
EATON TAX ADVANTAGE DIVIDEND F
+$22.7K
901
增持
MCD
MCDONALDS CORP
+$22.5K
887
+8%
清仓
HUN
Huntsman Corporation
-$22.4K
0
-100%
清仓
DKNG
DRAFTKINGS INC NEW CL A
-$22.4K
0
-100%
建仓
ETG
EATON VANCE TX ADV GLBL DIV FD
+$22.2K
961
减持
NVDA
NVIDIA CORP
-$21.3K
5,438
-2%
建仓
XGDVX
GABELLI DIVIDEND & INCOME TR
+$21.3K
768
建仓
TRV
TRAVELERS COMPANIES INC
+$21.2K
73
建仓
C
CITIGROUP INC NEW
+$20.9K
179
建仓
NVS
NOVARTIS AG-ADR
+$20.5K
149
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
+$20.0K
885
+5%
建仓
—
JOHNSON CTLS INTL PLC COM
+$20.0K
167
建仓
XAODX
ABERDEEN TOTAL DYNAMIC DIVIDEN
+$19.1K
1,957
建仓
XEXGX
EATON VANCE TAX-MGD GLOBAL DIV
+$19.0K
1,998
清仓
TMO
THERMO FISHER SCIENTIFIC INC.
-$18.9K
0
-100%
减持
FOX
FOX CORP - CLASS B
-$18.7K
7,307
-15%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DIV
+$18.5K
1,954
建仓
IQV
IQVIA HOLDINGS INC
+$18.5K
82
减持
UNH
UNITED HEALTH GROUP INC
-$18.1K
510
-6%
清仓
XLE
SPDR AMEX ENERGY SELECT
-$17.9K
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$17.8K
2,858
-9%
减持
PEP
PEPSICO INC
+$17.7K
51,309
-2%
增持
GOOG
ALPHABET INC - CL C
+$17.7K
134
+34%
清仓
SCHR
SCHWAB INTERMEDI
-$17.6K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$17.6K
430
+72%
