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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 64
减持 73
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp.
-$9.0M
71,973
-2%
减持
AAPL
Apple Inc.
-$3.0M
135,212
-2%
减持
GOOGL
ALPHABET INC CLASS A
-$2.7M
61,311
-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。
减持
AVGO
Broadcom Inc
-$2.3M
45,072
-4%
减持
NVDA
Nvidia Corp
-$2.3M
124,794
-3%
减持
—
Exxon Mobil Corp
+$2.2M
51,057
-4%
减持
VTI
Vanguard Total Stock Market ETF
-$1.9M
24,918
-16%
增持
CVX
Chevron Corporation
+$1.9M
33,352
+1%
增持
AMZN
Amazon.Com
-$1.5M
78,217
+1%
减持
LLY
Eli Lilly & CO.
-$1.5M
8,809
-1%
增持
ORCL
Oracle Corp.
-$1.4M
28,472
+0%
增持
VONV
Vanguard Scottsdale Russell 1000 Value ETF
+$1.3M
25,333
+125%
减持
JNJ
Johnson & Johnson
+$1.2M
38,350
-2%
减持
XLK
Select Sector SPDR Tr Technology
-$1.2M
19,232
-27%
减持
HEGD
Listed Funds Tr/Swan Hedged Equity
-$1.2M
1,553
-97%
增持
AMAT
Applied Materials Inc.
+$1.1M
7,380
+33%
减持
META
Meta Platforms Inc Cl A
-$1.1M
10,622
-2%
减持
XAIX
Dbx Etf Tr/xtrackers Artificia
-$993.6K
2,706
-89%
增持
JPM
J P Morgan Chase & CO.
-$945.8K
37,048
+1%
减持
QCOM
Qualcomm Inc.
-$924.3K
20,643
-1%
减持
IBM
International Business Machines Corp.
-$914.2K
15,110
-2%
增持
NET
Cloudfare Ince Cl A Com
+$901.1K
4,406
+10646%
减持
VOO
Vanguard Index Funds S&P 500 ETF
-$888.2K
17,738
-3%
减持
QQQ
Invesco QQQ Trust
-$886.2K
19,962
-1%
增持
MRK
Merck & Co Inc New
+$877.8K
50,144
+2%
增持
VONG
Vanguard Scotts/vanguard Russell 10
+$862.0K
13,832
+157%
增持
COST
Costco Wholesale Corp New
+$837.8K
5,844
+1%
增持
GOOG
ALPHABET INC CLASS C
-$834.1K
38,348
+2%
增持
COIN
Coinbase Global Inc Com Cl A
+$819.4K
5,922
+524%
减持
MA
Mastercard Inc Cl A
-$790.7K
9,006
-3%
减持
ABT
Abbott Laboratories
-$770.1K
22,538
-8%
减持
IWM
IShares Russell 2000 Index
-$748.7K
19,121
-14%
减持
POWL
Powell Industries, Inc.
+$744.4K
5,329
-21%
增持
AMGN
Amgen Inc.
+$738.2K
11,316
+14%
减持
MCD
McDonald's Corp.
-$730.8K
15,043
-15%
减持
CAT
Caterpillar Inc.
+$730.6K
6,267
-3%
减持
OEF
IShares Tr S&P 100 Index Fd
-$729.3K
721
-74%
增持
—
ASML Holding NV ADR
+$712.5K
895
+104%
增持
MU
Micron Technology, Inc.
+$703.8K
8,936
+10%
增持
SPYG
SPDR S&P 500 Growth ETF
-$675.8K
80,663
+0%
增持
LITE
Lumentum Holdings Inc
+$668.6K
974
+2165%
增持
V
Visa Inc Class A
-$663.3K
14,178
+0%
减持
BKNG
Booking Holdings Ind
-$644.9K
176
-32%
建仓
COPP
Sprott Funds Tr/copper Miners Etf
+$643.4K
14,640
减持
VZ
Verizon Communications
+$643.4K
70,254
-1%
减持
ADP
Automatic Data Processing Inc.
-$632.6K
6,570
-14%
减持
SHV
Ishares Tr Barclays Short Tre
-$630.9K
6,424
-47%
减持
UNH
UnitedHealth Group Inc
-$630.7K
5,101
-16%
增持
VGSH
Vanguard Short Term Govt Bd Inx
+$614.5K
12,571
+508%
建仓
KHPI
Managed Portfolio/kensington Hedged P
+$613.6K
25,345
增持
LRCX
Lam Research Corp.
+$597.6K
12,051
+4%
减持
CRM
Salesforce.com Inc
-$596.0K
5,960
-8%
减持
BIV
Vanguard Bond Index Fund Inc Intermediate
-$585.6K
9,874
-43%
增持
BX
The Blackstone Group LP
-$579.1K
16,296
+2%
增持
WDC
Western Digital Corp.
+$574.9K
2,168
+3136%
减持
IWF
IShares Tr Russell 1000 Growth Index Fd
-$571.5K
9,653
-3%
建仓
HMOP
Hartford Funds Exchange-Traded Trust
+$562.8K
14,527
增持
SPY
SPDR S&P 500 ETF
-$557.0K
33,988
+2%
建仓
BYLD
iShares Yield Optimized Bond ETF
+$552.7K
24,530
增持
TSLA
Tesla Motors, Inc.
-$548.3K
7,886
+2%
增持
SCHW
Charles Schwab Corp.
+$545.3K
11,733
+110%
增持
SHLD
Glb X Funds/glb X Defense Tech Etf
+$540.2K
10,561
+229%
减持
FTSM
First Trust Enhanced Short Maturity ETF
-$526.2K
24,990
-26%
增持
AMLP
ALPS ETF TR ALERIAN MLP
+$525.0K
41,198
+18%
增持
MRVL
Marvell Technology Group LTD Com
+$524.0K
7,284
+213%
减持
PG
Procter & Gamble CO.
-$521.9K
39,420
-9%
增持
FLMI
Franklin Liberty Intermediate Muni Oppty ETF
+$516.3K
43,490
+93%
增持
VLO
Valero Energy Corp
+$515.1K
4,310
+28%
减持
ABBV
AbbVie, Inc.
-$510.1K
38,515
-1%
减持
IJH
IShares Tr S&P Midcap 400 Index Fund
-$504.0K
76,086
-11%
增持
GEV
Ge Vernova Inc/sh
+$501.3K
1,919
+7%
增持
PLTR
Palantir Technologies Inc. Cl A
-$497.3K
16,344
+1%
减持
BAC
Bank of America Corporation
-$496.6K
79,154
-0%
减持
WMT
Wal-Mart Stores Inc.
+$496.2K
49,593
-3%
增持
BIL
SPDR Barclays 1-3 Month T Bill New
+$490.1K
48,145
+12%
增持
JMUB
J.p. Morgan Exchange-traded Fund Trust
+$478.7K
24,520
+66%
增持
RDDT
Reddit Inc/sh Cl A
-$477.1K
5,561
+4%
增持
JEPI
JP Morgan Exchange-Traded FD Equity Premium
+$471.9K
11,400
+274%
减持
GSUS
Goldman Sachs MarketBeta US Equity ETF
-$470.0K
21,392
-15%
减持
DYNF
Blackrock Etf T/u S Equity Factor R
-$466.7K
44,275
-12%
增持
GLD
SPDR Gold Shares
+$459.3K
10,478
+7%
减持
PYLD
Pimco Etf Tr/Multisector Bd Active
-$458.3K
27,558
-38%
减持
SHOP
Shopify Inc.
-$454.1K
5,732
-19%
减持
—
Accenture PLC
-$452.8K
3,060
-23%
增持
IWR
IShares Russell Mid Cap
+$450.8K
39,076
+12%
减持
LMT
Lockheed Martin Corp.
+$443.7K
4,239
-3%
减持
GLW
Corning Inc.
+$442.6K
12,810
-14%
减持
PFFA
Etfis S Tr I/virtus Infracap U S
-$439.4K
10,889
-65%
增持
KLAC
Kla-Tencor Corp.
+$436.2K
1,336
+6%
减持
APP
Applovin Corp Com Cl A
-$431.8K
1,273
-9%
建仓
EQTIX
Shelton Funds/shelton Equity In F
+$430.2K
24,779
增持
CGDV
Cap Grp Div Val/shs Creation Ut
+$427.6K
48,624
+29%
减持
EA
Electronics Arts Cl A
-$426.7K
155
-93%
减持
SPGI
S&P Global Inc
-$426.3K
3,916
-2%
清仓
CLOZ
S Portfolios Tr/Panagram Bbb-b Clo
-$425.0K
0
-100%
减持
VUG
Vanguard Index Fd Growth ETF
-$423.0K
5,926
-4%
减持
HD
Home Depot Inc.
-$415.7K
16,749
-3%
增持
CGBL
Capital Group Companies Inc
+$407.8K
24,628
+98%
清仓
—
AstraZeneca PLC
-$405.1K
0
-100%
增持
COP
ConocoPhillips
+$402.6K
10,327
+1%
减持
IWP
Ishares Russell Midcap Growth Index
-$400.6K
11,172
-16%
增持
—
Eaton Corporation PLC
+$400.2K
8,796
+2%
增持
EMGF
iShares FactorSelect Msc ETF
+$393.6K
8,208
+364%
增持
GOVT
IShares Barclay U.S. Treasury
+$392.7K
182,614
+11%
增持
TMO
Thermo Fisher Scientific, Inc.
-$383.2K
4,853
+2%
增持
MUB
Ishares Trust Ishares S&P National Municipal
+$380.8K
19,415
+24%
增持
GPIX
Goldman Sachs E/s&p 500 Core Prem I
+$372.9K
9,788
+268%
增持
SPYI
Neos Etf Tr/neos S&p 500 High I
+$372.4K
18,458
+80%
减持
DGRW
WisdomTree US Quality Dividend Gr ETF
-$369.6K
12,483
-24%
增持
GTO
Invesco Total Return Bond ETF
+$366.1K
9,943
+374%
减持
UBER
Uber Technologies, Inc.
-$365.3K
30,859
-2%
增持
XLE
Select Sector SPDR Tr Energy
+$363.4K
17,960
+9%
增持
VCLT
Vanguard Long Term Corp Bond Idx
+$358.4K
11,227
+77%
减持
WBD
Warner Bros Discovery Inc Com Ser A
-$353.0K
14,506
-44%
减持
HON
Honeywell International Inc.
+$352.1K
11,979
-1%
减持
PYPL
Paypal Holdings, Inc.
-$351.4K
1,202
-83%
增持
CLOX
S Portfolios Tr/panagram AAA Clo Etf
+$350.7K
28,456
+93%
增持
BSCT
Invesco Exchange-traded Self-indexed Fund Tru
+$341.9K
27,819
+196%
减持
ADBE
Adobe Systems Inc.
-$340.6K
1,307
-31%
增持
BSCR
Invesco Exchang/bulletshares 2027 C
+$340.2K
26,181
+198%
增持
USFR
WisdomTree Floating Rate Treasury Fund New
+$338.0K
40,980
+20%
减持
NEE
Nextera Energy Inc.
+$335.0K
36,658
-4%
减持
PAAA
Pgim Etf Tr/aaa Clo Etf
-$333.6K
5,101
-56%
减持
XLG
Invesco S&P 500 Top 50 ETF
-$330.6K
26,774
-11%
增持
EFG
IShares EAFE Growth Index Fd
+$327.3K
8,006
+62%
减持
WFC
Wells Fargo & CO.
-$323.6K
22,766
-1%
减持
PSX
Phillips 66
+$322.1K
6,300
-2%
建仓
UUP
Invesco DB US Dlr Index Tr Bullish Fd
+$322.1K
11,593
增持
BSCU
Invesco Exchange-traded Self-indexed Fund Tru
+$321.9K
25,512
+312%
增持
TGT
Target Corp.
+$321.1K
9,234
+13%
减持
RTX
Raytheon Technology Corp
+$320.7K
34,820
-0%
增持
FDL
First Trust Morningstar Dividend Leaders Ind
+$319.9K
37,905
+5%
减持
BRK/B
Berkshire Hathaway Inc DE Cl B New
-$319.8K
12,781
-0%
减持
IVW
IShares S&P 500 Growth Index Fund
-$317.1K
28,559
-1%
减持
APH
Amphenol Corp
-$312.6K
3,584
-37%
增持
AXP
American Express
-$312.3K
5,841
+4%
清仓
DBMF
Litman Gregory /im Dbi Managed F St
-$311.6K
0
-100%
减持
QQQM
Invesco NASDAQ 100 ETF
-$310.7K
8,903
-7%
减持
MO
Altria Group Inc. Com.
+$309.5K
41,877
-2%
建仓
IDEF
Blackrock Etf Trust/iShares Defense Ind
+$305.7K
9,344
清仓
—
Amcor PLC Ord USD
-$304.5K
0
-100%
增持
BUFR
First Tr Exchng Traded Fd VIII CBOE Vest US E
+$303.2K
77,055
+12%
建仓
GSID
Goldman Sachs Etf/MarketBeta Intl Equity
+$302.8K
4,332
减持
HYG
MFC Ishare High Yield Corp
-$302.4K
8,944
-29%
减持
IUSG
iShares Core S&P US Growth ETF
-$300.7K
18,658
-2%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$300.0K
10,046
+41%
增持
CGMM
Cap Grp Equity /US Small & Mid Cap
+$297.0K
11,099
+1010%
减持
CTAS
Cintas Corp.
-$296.2K
12,320
-3%
建仓
BLCR
Blackrock Etf Trust/Large Cap Core Etf
+$294.8K
7,180
减持
CASY
Casey's General Stores Inc.
+$294.0K
1,811
-2%
