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PRIVATE TRUST CO NA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PRIVATE TRUST CO NA
报告期 2026-03-31 · CIK 0001277557
持仓数
2,607
前50大市值合计
$423.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 6
增持 96
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
NVDA
Nvidia Corp
+$5.6M
14,350
-3%
清仓
—
JP Morgan Federal MM Premier CL
-$5.5M
0
-100%
增持
MSFT
Microsoft Corp.
+$5.2M
85,682
+5%
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。
清仓
—
JP Morgan Liquid Assets Money Mkt Premier CL
-$4.6M
0
-100%
减持
AAPL
Apple Inc.
-$3.8M
159,599
-2%
增持
GOVT
IShares Barclay U.S. Treasury
+$3.5M
167,792
+1015%
增持
SPY
SPDR S&P 500 ETF
+$2.7M
36,781
+6%
减持
AMZN
Amazon.Com
+$2.3M
83,992
-1%
减持
LLY
Eli Lilly & CO.
+$2.2M
11,157
-0%
清仓
—
JP Morgan US Govt Money Market Premier CL
-$1.9M
0
-100%
减持
BND
Vanguard Bond Index Fund Inc Total Bond
-$1.8M
22,504
-52%
增持
—
Exxon Mobil Corp
+$1.4M
68,813
+4%
增持
SPYG
SPDR S&P 500 Growth ETF
+$1.4M
92,536
+11%
增持
BRK/B
Berkshire Hathaway Inc DE Cl B New
+$1.3M
13,138
+11%
减持
META
Meta Platforms Inc Cl A
+$1.2M
10,125
-3%
增持
NVO
Novo-Nordisk a/s ADR
+$1.1M
32,856
+10%
减持
TSLA
Tesla Motors, Inc.
-$1.1M
6,547
-29%
减持
MRK
Merck & Co Inc New
+$1.1M
49,894
-1%
增持
SHV
Ishares Tr Barclays Short Tre
+$1.1M
13,770
+258%
增持
ABBV
AbbVie, Inc.
+$1.1M
37,871
+1%
增持
MA
Mastercard Inc Cl A
+$1.0M
14,496
+3%
增持
SPIB
SPDR Barclays Interm Term Corp Bd ETF
+$957.1K
66,012
+80%
增持
SYK
Stryker Corp.
+$926.7K
8,165
+23%
增持
AVGO
Broadcom Inc
+$918.8K
4,329
+0%
增持
USFR
WisdomTree Floating Rate Treasury Fund New
+$903.3K
45,822
+64%
减持
JPM
J P Morgan Chase & CO.
+$880.7K
44,005
-6%
清仓
—
JPMorgan U S Treasury Plus Money Market Premi
-$863.8K
0
-100%
增持
VOO
Vanguard Index Funds S&P 500 ETF
+$769.3K
14,220
+2%
减持
GOOGL
ALPHABET INC CLASS A
+$768.5K
71,241
-0%
增持
CAT
Caterpillar Inc.
+$765.6K
10,695
+0%
增持
GOOG
ALPHABET INC CLASS C
+$756.2K
45,438
+4%
增持
IJH
IShares Tr S&P Midcap 400 Index Fund
+$748.7K
129,208
+404%
增持
CRWD
CrowdStrike Holdings, Inc.
+$725.4K
4,167
+74%
增持
CRM
Salesforce.com Inc
+$684.7K
10,591
+11%
减持
HD
Home Depot Inc.
+$665.4K
19,794
-1%
建仓
GVI
Blackrock Institutional Trust Company N.a.
+$656.0K
6,309
减持
PG
Procter & Gamble CO.
+$653.2K
50,532
-2%
增持
COST
Costco Wholesale Corp New
+$649.6K
7,486
+2%
增持
PFF
iShares Trust S & P Pfd Stock Index
+$633.5K
39,422
+93%
增持
—
Nvent Electric PLC Voting
+$631.5K
8,474
+6625%
增持
IWM
IShares Russell 2000 Index
+$619.2K
21,241
+11%
增持
PGR
Progressive Corp.
+$616.4K
12,158
+2%
增持
TGT
Target Corp.
+$610.8K
11,159
+16%
增持
AGG
IShares Core Total Bond Mkt
+$600.3K
38,057
+21%
减持
VCIT
Vanguard Intermed Corp Bond Fund ETF
-$590.1K
17,070
-29%
增持
DIS
Walt Disney Company
+$585.9K
14,200
+11%
减持
UNH
UnitedHealth Group Inc
-$579.8K
11,258
-4%
增持
IJR
IShares Tr S&P Smallcap 600 Index
+$579.7K
52,988
+9%
增持
TMO
Thermo Fisher Scientific, Inc.
+$572.6K
5,357
+12%
增持
PH
Parker-Hannifin Corp.
+$554.9K
4,111
+9%
减持
NEOG
Neogen Corp.
-$554.5K
41,528
-31%
减持
IVV
IShares S&P 500 Index Fd
-$546.4K
21,946
-13%
增持
VZ
Verizon Communications
+$541.4K
86,509
+6%
增持
PEP
Pepsico Inc.
+$539.1K
35,251
+6%
建仓
DYNF
Blackrock Etf T/u S Equity Factor R
+$528.3K
11,899
减持
NKE
Nike Inc Cl B
-$519.4K
19,803
-10%
增持
LOW
Lowe's Cos.
+$505.5K
13,537
+2%
减持
ORCL
Oracle Corp.
+$499.5K
27,296
-2%
增持
AXP
American Express
+$481.3K
6,018
+27%
增持
COWZ
Pacer US Cash Cows 100 ETF
+$476.2K
28,392
+26%
增持
CTAS
Cintas Corp.
+$475.9K
5,619
+0%
清仓
—
Goldman Sachs T/finl Square Treas O
-$475.0K
0
-100%
增持
IEFA
IShares Core MSCI EAFE
+$474.8K
81,098
+3%
增持
IVE
IShares Tr S&P 500 Value Index Fund
+$470.5K
5,312
+77%
减持
—
Eaton Corporation PLC
+$461.7K
7,165
-3%
建仓
VCLT
Vanguard Long Term Corp Bond Idx
+$459.1K
5,869
增持
URI
United Rentals Inc.
+$450.0K
2,779
+3%
增持
—
Chubb LTD
+$449.7K
10,271
+5%
增持
KNG
CBOE Vest S&P 500 Div Aristocrats Inc ETF
+$447.7K
21,416
+58%
增持
CASY
Casey's General Stores Inc.
+$444.0K
1,428
+3562%
建仓
EPOL
IShares MSCI Poland Investable Mkt Index
+$434.7K
18,426
增持
QCOM
Qualcomm Inc.
+$433.6K
15,700
+2%
增持
IWF
IShares Tr Russell 1000 Growth Index Fd
+$427.0K
9,059
+5%
增持
IBM
International Business Machines Corp.
+$426.2K
12,554
+4%
增持
XLC
Communication Services Sel Sect SPDR ETF
+$416.9K
20,160
+19%
增持
AMD
Advanced Micro Devices Inc Com
+$411.6K
8,619
+11%
减持
QQQ
Invesco QQQ Trust
+$410.1K
18,424
-3%
增持
WMT
Wal-Mart Stores Inc.
+$406.9K
49,799
+203%
增持
—
Lam Research Corp.
+$406.5K
2,113
+1%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$400.3K
27,690
+29%
增持
EFA
IShares Tr Europe and Far East Index Fd
+$395.5K
25,381
+17%
增持
V
Visa Inc Class A
+$394.2K
12,604
+5%
增持
PDI
PIMCO Dynamic Income Fd
+$388.9K
41,845
+80%
增持
XLV
SPDR -Health Care
+$384.5K
11,429
+20%
减持
MBB
IShares Tr Barclays MBS Bond Fd
-$382.8K
32,084
-10%
增持
CMG
Chipotle Mexican Grill Inc Class A
+$381.9K
284
+46%
减持
SHW
Sherwin-Williams CO.
+$381.5K
12,220
-1%
增持
IVW
IShares S&P 500 Growth Index Fund
+$377.1K
23,506
+10%
增持
IWR
IShares Russell Mid Cap
+$377.0K
20,480
+18%
减持
GSLC
Goldman Sachs ActiveBeta US LgCp Eq ETF
-$371.0K
2,693
-61%
增持
BUFR
First Tr Exchng Traded Fd VIII CBOE Vest US E
+$369.7K
46,652
+33%
减持
CSCO
Cisco Systems Inc.
-$353.9K
65,121
-9%
增持
STZ
Constellation Brands Inc. Class A
+$353.4K
11,236
+1%
减持
IEMG
IShares Core MSCI Emerging Mkts ETF
-$352.3K
33,609
-19%
增持
SPYV
SPDR S&P 500 Value ETF
+$350.1K
83,345
+2%
减持
RTX
Raytheon Technology Corp
+$349.5K
30,087
-2%
增持
PNC
PNC Financial Services Group
+$346.5K
9,424
+24%
增持
CALF
Pacer US Small Cap Cash Cows 100 ETF
+$339.4K
13,919
+94%
增持
DIA
SPDR Dow Jones Indl Average ETF Tr Unit Ser
+$331.8K
2,405
+45%
增持
ADP
Automatic Data Processing Inc.
+$329.1K
10,927
+6%
增持
BA
Boeing CO.
-$326.8K
8,215
+12%
减持
BAC
Bank of America Corporation
+$323.4K
81,166
-1%
清仓
DMXF
Ishares Tr/esg Advanced Msci Eafe E
-$323.2K
0
-100%
增持
WM
Waste Management Inc.
+$321.4K
8,596
+2%
增持
ITOT
IShares S&P 1500 Index
+$320.6K
30,319
+0%
增持
EMXC
Blackrock Institutional Trust Company N.a.
+$317.9K
12,959
+68%
增持
CVX
Chevron Corporation
+$308.2K
35,679
+0%
减持
TFLO
Ishares Treasury Floating Rate New ETF
-$306.7K
11,919
-34%
增持
EPD
Enterprise Products Partners LP
+$306.1K
21,949
+73%
减持
ZTS
Zoetis Inc Com Cl A
-$303.6K
9,870
-1%
增持
UBER
Uber Technologies, Inc.
+$302.3K
13,498
+13%
增持
XLG
Invesco S&P 500 Top 50 ETF
+$301.6K
10,795
+166%
建仓
COO
Cooper Companies, Inc.
+$296.5K
2,922
减持
VB
Vanguard Small-Cap ETF
-$294.5K
3,583
-31%
增持
SPMD
SPDR Russell Small Cap Completeness ETF
+$292.2K
20,795
+24%
增持
NFLX
Netflix Inc.
+$290.4K
2,209
+2%
增持
AMGN
Amgen Inc.
+$289.4K
8,803
+15%
增持
MPC
Marathon Petroleum Corp.
+$288.0K
5,183
+2%
增持
GD
General Dynamics Corp.
+$286.4K
5,176
+14%
增持
—
Linde Plc.
+$285.6K
3,750
+6%
增持
MLM
Martin Marietta Materials Inc
+$282.9K
538
+466%
增持
SPMB
SPDR Mortgage Backed Bond ETF
+$278.8K
32,442
+68%
增持
PAVE
Global X U.S. Infrastructure Development ETF
+$278.0K
18,363
+40%
减持
FPE
First Trust PFD Secs & Income ETF
-$277.5K
82,967
-18%
减持
VGLT
Vanguard Scotts/vanguard Long-term
-$276.1K
387
-92%
减持
USB
U. S. Bancorp New
-$275.9K
19,962
-26%
增持
SPYD
SPDR S&P 500 High Dividend ETF
+$273.6K
11,141
+143%
减持
COF
Capital One Financial
-$271.4K
1,441
-61%
增持
MO
Altria Group Inc. Com.
+$268.2K
43,913
+8%
增持
EMR
Emerson Electric Company
+$265.2K
10,728
+10%
减持
DVN
Devon Energy Corp
-$264.2K
6,099
-52%
减持
QUAL
ISHARES MSCI USA QUAL FACTOR ETF
+$263.3K
21,151
-3%
清仓
—
Cooper Cos Inc New
-$261.5K
0
-100%
增持
DELL
Dell Tech Inc. Cl C
+$259.3K
2,695
+328%
增持
ABT
Abbott Laboratories
+$256.2K
28,290
+5%
建仓
PAAA
Pgim Etf Tr/aaa Clo Etf
+$254.8K
5,000
增持
CBOE
CBOE Holdings Inc
+$253.6K
2,090
+186%
增持
SDVY
First Trust Exchange-traded Fund Vi
+$253.3K
23,277
+37%
减持
SPHQ
Invesco Exchange W&P 500 Quality
+$249.4K
41,817
-1%
减持
APD
Air Products and Chemicals, Inc.
-$249.2K
2,893
-17%
增持
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
+$248.8K
10,993
+49%
增持
PSX
Phillips 66
+$247.5K
5,983
+9%
增持
KLAC
Kla-Tencor Corp.
+$246.1K
745
+58%
增持
XLI
Select Sector SPDR TR INDL
+$245.6K
7,131
+25%
增持
SPTI
SPDR Barclays Intermediate Term Trs ETF
+$243.8K
76,805
+14%
增持
VLO
Valero Energy Corp
+$240.8K
4,324
+13%
增持
XLP
Consumer Staples Select Sector SPDR ETF
+$240.5K
9,091
+44%
清仓
—
Kraneshares Tr/quadratic Deflation
-$240.2K
0
-100%
减持
VONG
Vanguard Scotts/vanguard Russell 10
-$227.6K
9,154
-30%
减持
FTSM
First Trust Enhanced Short Maturity ETF
-$224.8K
21,282
-15%
