小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 5
增持 79
减持 61
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
-$4.3M
141,310
-1%
减持
MSFT
Microsoft Corp.
-$4.0M
75,258
-2%
增持
AVGO
Broadcom Inc
-$2.6M
45,217
+3%
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。
减持
GOOGL
ALPHABET INC CLASS A
-$2.5M
66,400
-2%
增持
NVDA
Nvidia Corp
-$2.4M
152,184
+8%
增持
—
Exxon Mobil Corp
+$2.3M
69,102
+26%
减持
IJH
IShares Tr S&P Midcap 400 Index Fund
-$2.0M
82,061
-25%
增持
SPY
SPDR S&P 500 ETF
+$1.7M
34,956
+15%
增持
AMZN
Amazon.Com
-$1.6M
78,038
+4%
清仓
FLMX
Franklin Temple/franklin Ftse Mexic
-$1.4M
0
-100%
减持
TSLA
Tesla Motors, Inc.
-$1.4M
7,141
-10%
增持
ABBV
AbbVie, Inc.
+$1.3M
36,986
+2%
增持
IBM
International Business Machines Corp.
+$1.3M
16,660
+28%
减持
GSY
Invesco Ultra Short Duration ETF
-$1.2M
29,737
-44%
减持
IUSG
iShares Core S&P US Growth ETF
-$1.2M
18,843
-27%
增持
BRK/B
Berkshire Hathaway Inc DE Cl B New
+$1.1M
13,524
+1%
减持
QQQ
Invesco QQQ Trust
-$1.0M
18,970
-2%
减持
TFI
SPDR Nuveen Barclays Muni Bd ETF
-$1.0M
1,974
-92%
减持
IYW
MFC Ishare TR Dow Jones US Technology
-$980.1K
10,152
-33%
增持
SWK
Stanley Black & Decker Inc.
+$913.0K
13,341
+851%
减持
SPYG
SPDR S&P 500 Growth ETF
-$894.6K
84,994
-3%
增持
GOOG
ALPHABET INC CLASS C
-$892.8K
40,255
+7%
增持
CVX
Chevron Corporation
+$887.9K
31,476
+4%
增持
CGMS
Capital Group Fixed Income Etf Trust
+$875.3K
42,543
+306%
增持
ECL
Ecolab Inc.
+$849.3K
6,180
+102%
减持
GOVT
IShares Barclay U.S. Treasury
-$805.4K
133,825
-21%
增持
RTX
Raytheon Technology Corp
+$782.4K
35,815
+5%
增持
SGOV
Ishares Tr/ishares 0-3 Mnth Treas B
+$761.9K
9,591
+372%
减持
JNJ
Johnson & Johnson
+$714.0K
42,070
-3%
减持
IWM
IShares Russell 2000 Index
-$705.1K
21,426
-5%
增持
VONV
Vanguard Scottsdale Russell 1000 Value ETF
+$692.1K
9,555
+704%
减持
PEP
Pepsico Inc.
-$691.1K
26,307
-14%
增持
V
Visa Inc Class A
+$688.9K
13,311
+6%
减持
CMG
Chipotle Mexican Grill Inc Class A
-$685.2K
30,769
-17%
减持
IJR
IShares Tr S&P Smallcap 600 Index
-$679.8K
46,253
-3%
增持
GLD
SPDR Gold Shares
+$664.5K
10,033
+9%
建仓
CGXU
Capital Group Intl Focus Equity Etf
+$657.8K
26,872
增持
TJX
TJX Companies Inc.
+$644.9K
18,823
+38%
增持
LLY
Eli Lilly & CO.
+$635.2K
11,453
+0%
减持
IWF
IShares Tr Russell 1000 Growth Index Fd
-$605.6K
11,962
-2%
增持
JPM
J P Morgan Chase & CO.
+$588.6K
40,916
+4%
减持
MUB
Ishares Trust Ishares S&P National Municipal
-$586.2K
34,815
-13%
建仓
IGF
IShares S&P Global Infrastructure Index ETF
+$561.5K
10,270
增持
ABT
Abbott Laboratories
+$556.3K
23,694
+4%
减持
NVO
Novo-Nordisk a/s ADR
-$554.8K
27,437
-4%
减持
SHW
Sherwin-Williams CO.
-$551.0K
8,996
-17%
增持
IEMG
IShares Core MSCI Emerging Mkts ETF
+$543.4K
47,848
+23%
清仓
PRN
Invesco DWA Industrials Momentum ETF
-$537.1K
0
-100%
减持
IEFA
IShares Core MSCI EAFE
-$527.9K
81,430
-14%
增持
BIV
Vanguard Bond Index Fund Inc Intermediate
+$526.2K
8,794
+347%
减持
PM
Phillip Morris International
+$519.1K
25,631
-13%
增持
MA
Mastercard Inc Cl A
+$509.0K
10,368
+6%
减持
CAT
Caterpillar Inc.
-$506.4K
7,762
-8%
增持
SPYV
SPDR S&P 500 Value ETF
+$485.8K
103,539
+10%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$485.5K
35,885
+25%
减持
RSPT
Invesco S&P 500 Equal Weight Tech ETF
-$485.4K
25,434
-30%
增持
UBER
Uber Technologies, Inc.
+$478.0K
27,596
+9%
减持
PG
Procter & Gamble CO.
-$472.2K
45,855
-7%
增持
SPIB
SPDR Barclays Interm Term Corp Bd ETF
+$462.6K
77,839
+20%
增持
ORCL
Oracle Corp.
-$459.5K
29,647
+7%
增持
MCD
McDonald's Corp.
+$459.4K
18,274
+1%
建仓
EDV
Vanguard Extended Duration Treasury ETF
+$458.7K
6,450
增持
TBIL
Rbb Fd Inc/us Treas 3 Month B Etf
+$456.5K
16,248
+128%
增持
SO
Southern CO.
+$456.2K
26,343
+10%
减持
NOC
Northrop Grumman Corp.
-$447.7K
5,361
-21%
增持
ZROZ
PIMCO 25 plus Yr Zero Cpn U S Treas Index ETF
+$447.3K
7,917
+353%
增持
PSA
Public Storage Inc
+$444.9K
2,139
+228%
减持
SPAB
SPDR Portfolio Aggregate Bond ETF
-$439.4K
28,210
-39%
减持
AMGN
Amgen Inc.
+$427.0K
9,699
-3%
减持
DFAC
Dimensional ETF Tr- Dimsnl US Core Equity 2
-$426.4K
118,519
-5%
减持
ANET
Arista Networks/sh New
-$420.8K
8,479
-13%
增持
SPDW
SPDR Portfolio Developed World ex-US ETF
+$420.5K
84,307
+9%
减持
PH
Parker-Hannifin Corp.
-$411.7K
2,445
-18%
增持
COST
Costco Wholesale Corp New
+$408.9K
5,478
+5%
减持
PULS
PGIM Ultra Short Bond ETF
-$403.5K
31,291
-21%
增持
STZ
Constellation Brands Inc. Class A
-$400.5K
11,706
+2%
增持
T
AT&T Inc.
+$392.1K
63,810
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 Std
-$391.8K
3,516
-12%
增持
FTSM
First Trust Enhanced Short Maturity ETF
+$383.9K
40,345
+19%
增持
KO
Coca-Cola CO.
+$379.0K
36,044
+2%
增持
IAU
Ishares Gold Tr Ishares New
+$370.5K
21,752
+18%
减持
IVW
IShares S&P 500 Growth Index Fund
-$366.9K
31,519
-3%
增持
CRWD
CrowdStrike Holdings, Inc.
+$366.6K
6,221
+17%
减持
AGG
IShares Core Total Bond Mkt
-$365.5K
39,518
-10%
增持
BKNG
Booking Holdings Ind
+$365.4K
269
+53%
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$363.7K
27,915
+31%
增持
CRM
Salesforce.com Inc
-$363.6K
9,344
+9%
增持
MRK
Merck & Co Inc New
-$360.8K
43,678
+1%
增持
UNH
UnitedHealth Group Inc
+$359.5K
7,767
+6%
减持
MTD
Mettler-Toledo International Inc
-$354.9K
430
-39%
增持
XMHQ
Invesco S&P MidCap Quality ETF
+$353.1K
5,651
+239%
增持
PDBC
Invesco Optimum Yld Diversified ETF
+$348.3K
29,747
+576%
减持
ARKK
ARK ETF Tr - ARK Innovation ETF
-$347.8K
2,942
-66%
增持
BUFR
First Tr Exchng Traded Fd VIII CBOE Vest US E
+$342.5K
83,338
+19%
增持
BABA
ALIBABA GROUP HOLDING
+$340.9K
3,428
+159%
增持
VGK
Vanguard MSCI European ETF
+$339.0K
19,877
+19%
减持
TMUS
T-Moble US Inc
+$338.7K
7,669
-1%
减持
IJK
IShares Tr S&P MidCap 400 Growth Index Fund
-$334.9K
11,604
-19%
增持
SYK
Stryker Corp.
+$333.6K
7,893
+9%
增持
—
Chubb LTD
+$332.6K
10,463
+2%
增持
UNP
Union Pacific Corp.
+$327.0K
16,405
+5%
清仓
ISTB
iShares Core 1-5 Year USD Bond
-$324.7K
0
-100%
增持
AVLV
Amern Centy Etf/avantis U S Large C
+$323.5K
7,152
+234%
减持
ZBRA
Zebra Technologies Corp Cl A
-$323.1K
2,245
-9%
增持
DE
Deere & CO.
+$322.7K
2,911
+18%
增持
TTD
The Trade Desk, Inc.
-$322.5K
5,624
+5%
减持
VZ
Verizon Communications
+$322.2K
69,297
-2%
增持
SFM
Sprouts Farmers Market, Inc.
+$312.6K
2,286
+699%
减持
MAR
Marriott International Inc. Class A
-$309.8K
1,895
-31%
增持
—
Eaton Corporation PLC
-$309.4K
8,581
+8%
建仓
DFVX
Dimensional ETF US Large Cap Vector
+$308.2K
4,806
增持
CSCO
Cisco Systems Inc.
+$303.8K
48,924
+7%
建仓
TUA
Simplify Exchan/short Term Treas F
+$300.4K
13,672
增持
TLH
Ishares Trust Barclays 10-20 Year
+$298.4K
5,836
+89%
增持
USMV
IShares Tr MSCI USA Min Volatility Index
+$294.6K
20,261
+12%
增持
DBMF
Litman Gregory /im Dbi Managed F St
+$294.3K
14,194
+478%
减持
MBB
IShares Tr Barclays MBS Bond Fd
-$290.4K
31,149
-11%
减持
PGR
Progressive Corp.
+$290.3K
9,688
-5%
增持
SPMB
SPDR Mortgage Backed Bond ETF
+$289.9K
36,295
+53%
减持
IUSB
iShares Core Total USD Bond Market ETF
-$288.1K
46,254
-14%
增持
BINC
Blackrock Etf T/flexible In Etf
+$285.0K
21,580
+33%
减持
XLK
Select Sector SPDR Tr Technology
-$279.8K
9,664
-1%
增持
CVS
CVS/ Caremark Corp.
+$274.0K
11,787
+1%
减持
FDX
FedEx Corp.
-$273.0K
1,809
-29%
增持
IVE
IShares Tr S&P 500 Value Index Fund
+$268.5K
7,870
+22%
减持
JEPQ
J.p. Morgan Exchange-traded Fund Trust
-$265.9K
6,141
-41%
增持
HD
Home Depot Inc.
-$264.8K
17,643
+2%
减持
BAC
Bank of America Corporation
-$259.7K
74,847
-3%
减持
MRSH
Marsh & McLennan Cos. Inc.
+$258.4K
11,982
-5%
增持
MMM
3M Company
+$252.9K
8,882
+9%
增持
QCOM
Qualcomm Inc.
+$252.5K
16,739
+11%
减持
AMD
Advanced Micro Devices Inc Com
-$252.0K
5,904
-17%
减持
XMMO
Invesco Exchang/russell Midcap Pure
-$249.8K
3,771
-31%
增持
PLTR
Palantir Technologies Inc. Cl A
+$248.0K
17,522
+8%
减持
NOBL
ProShares Trust S&P 500 Div Aristocrats ETF
-$247.2K
2,673
-49%
清仓
RDDT
Reddit Inc/sh Cl A
-$245.2K
0
-100%
增持
OTIS
Otis Worldwide Corporation
+$244.3K
15,235
+6%
清仓
SPGP
Invesco Russell Top 200 Pure ETF
-$244.3K
0
-100%
增持
TW
Tradeweb Mkts Inc Cl A
+$243.9K
8,324
+10%
增持
USFR
WisdomTree Floating Rate Treasury Fund New
+$242.9K
36,614
+15%
增持
FTNT
Fortinet Inc
+$242.5K
3,138
+398%
增持
IWR
IShares Russell Mid Cap
+$239.2K
30,776
+14%
增持
VFLO
Victory Portfol/victoryshares Free
+$238.0K
12,684
+120%
减持
IEF
IShares Tr Barclay 7-10 Year Treas Index Fd
-$237.8K
4,445
-38%
减持
XLP
Consumer Staples Select Sector SPDR ETF
-$236.0K
5,361
-37%
减持
CROX
Crocs Inc.
-$235.4K
30
-99%
减持
WMT
Wal-Mart Stores Inc.
-$233.1K
50,349
-2%
减持
CTAS
Cintas Corp.
+$231.2K
17,273
-5%
减持
DHR
Danaher Corp.
-$230.6K
3,550
-15%
减持
FICO
Fair Isaac & CO. Inc.
-$228.9K
27
-81%