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Bank of Marin 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Bank of Marin
报告期 2026-03-31 · CIK 0001801145
持仓数
135
前50大市值合计
$97.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 110 项
建仓 11
增持 21
减持 68
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$1.2M
10,386
-29%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
3,109
-64%
减持
AAPL
APPLE INC
+$1.0M
31,662
-2%
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
HALO
HALOZYME THERAPEUTICS INC
-$873.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$678.3K
3,704
-51%
清仓
ABT
ABBOTT LABS
-$677.0K
0
-100%
建仓
IEF
ISHARES TR
+$633.7K
6,393
清仓
WFC
WELLS FARGO CO NEW
-$631.7K
0
-100%
建仓
—
FERGUSON PLC NEW
+$576.9K
4,313
减持
MSFT
MICROSOFT CORP
+$558.9K
23,494
-9%
减持
XLK
SELECT SECTOR SPDR TR
+$507.4K
23,060
-4%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$504.7K
6,877
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$491.0K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$462.9K
3,196
建仓
PYPL
PAYPAL HLDGS INC
+$456.3K
6,009
减持
ELV
ELEVANCE HEALTH INC
-$434.1K
3,284
-13%
减持
IVV
ISHARES TR
-$418.6K
3,067
-30%
清仓
—
SVB FINANCIAL GROUP
-$407.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$404.7K
3,008
+2%
增持
CRM
SALESFORCE INC
+$400.9K
5,495
+5%
增持
AMZN
AMAZON COM INC
+$368.1K
17,236
+3%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$356.9K
7,902
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$347.6K
0
-100%
建仓
RLY
SSGA ACTIVE ETF TR
+$345.4K
12,524
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$335.8K
23,197
-29%
建仓
META
META PLATFORMS INC
+$327.9K
1,547
减持
EFA
ISHARES TR
-$321.0K
32,254
-19%
增持
XLY
SELECT SECTOR SPDR TR
+$309.5K
13,178
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$293.6K
18,843
+13%
减持
—
AERCAP HOLDINGS NV
-$282.5K
11,391
-28%
减持
QQQ
INVESCO QQQ TR
-$277.5K
4,687
-30%
清仓
USFR
WISDOMTREE TR
-$262.2K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$249.6K
0
-100%
建仓
INTU
INTUIT
+$243.0K
545
清仓
MS
MORGAN STANLEY
-$241.3K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$239.0K
8,296
-6%
建仓
—
APTIV PLC
+$227.5K
2,028
减持
VXF
VANGUARD INDEX FDS
-$226.7K
5,515
-27%
减持
VOX
VANGUARD WORLD FDS
+$219.5K
15,715
-1%
清仓
SCHD
SCHWAB STRATEGIC TR
-$217.9K
0
-100%
减持
PFE
PFIZER INC
-$206.6K
14,628
-7%
建仓
MDLZ
MONDELEZ INTL INC
+$204.8K
2,938
减持
BAC
BANK AMERICA CORP
-$199.8K
27,640
-8%
减持
PANW
PALO ALTO NETWORKS INC
+$168.0K
3,518
-8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$167.0K
34,917
+7%
增持
COST
COSTCO WHSL CORP NEW
+$159.7K
3,561
+1%
减持
PFF
ISHARES TR
-$156.3K
36,420
-14%
减持
DHR
DANAHER CORPORATION
-$149.1K
6,758
-3%
减持
VFH
VANGUARD WORLD FDS
-$147.5K
15,698
-5%
增持
ENTG
ENTEGRIS INC
+$144.3K
5,846
+14%
减持
VRRM
VERRA MOBILITY CORP
-$134.8K
13,420
-49%
减持
IUSV
ISHARES TR
-$133.7K
8,945
-20%
减持
FENY
FIDELITY COVINGTON TRUST
-$125.7K
36,901
-8%
减持
MCK
MCKESSON CORP
-$125.2K
1,060
-21%
增持
PGR
PROGRESSIVE CORP
+$116.7K
5,945
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$115.4K
6,642
+40%
减持
LLY
LILLY ELI & CO
-$112.7K
2,577
-6%
减持
MAR
MARRIOTT INTL INC NEW
-$109.3K
1,787
-34%
增持
GLDM
WORLD GOLD TR
+$107.8K
12,748
+18%
减持
AGG
ISHARES TR
-$100.1K
4,515
-20%
增持
XLI
SELECT SECTOR SPDR TR
+$96.9K
12,887
+5%
减持
—
CATALENT INC
-$91.0K
5,354
-46%
减持
HD
HOME DEPOT INC
-$87.1K
2,751
-3%
减持
ADI
ANALOG DEVICES INC
+$82.9K
2,670
-1%
增持
BLV
VANGUARD BD INDEX FDS
+$80.6K
11,279
+4%
减持
SHW
SHERWIN WILLIAMS CO
-$80.5K
3,141
-5%
减持
NEE
NEXTERA ENERGY INC
-$78.3K
5,985
-7%
减持
VNQ
VANGUARD INDEX FDS
-$73.3K
3,221
-22%
减持
ISRG
INTUITIVE SURGICAL INC
-$71.6K
2,173
-8%
增持
HON
HONEYWELL INTL INC
-$67.7K
3,632
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$66.0K
3,199
-2%
减持
ZTS
ZOETIS INC
+$64.4K
5,259
-5%
减持
XLE
SELECT SECTOR SPDR TR
-$64.1K
6,697
-5%
减持
JPM
JPMORGAN CHASE & CO
-$61.4K
5,228
-6%
减持
IQV
IQVIA HLDGS INC
-$58.8K
3,477
-5%
减持
GOOG
ALPHABET INC
-$57.0K
2,080
-32%
增持
XLV
SELECT SECTOR SPDR TR
-$56.5K
20,065
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$51.3K
18,374
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$49.4K
2,137
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$46.6K
2,405
-11%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$44.7K
2,251
-8%
减持
PEP
PEPSICO INC
-$40.3K
2,960
-8%
减持
—
WELLS FARGO CO NEW
-$40.1K
379
-8%
减持
MRK
MERCK & CO INC
-$40.0K
6,986
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$39.6K
7,283
+18%
减持
BKR
BAKER HUGHES COMPANY
-$38.0K
20,690
-4%
减持
—
CLARIVATE PLC
+$37.7K
50,551
-4%
增持
SRLN
SSGA ACTIVE ETF TR
+$37.2K
8,516
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$36.8K
1,824
-7%
增持
CVX
CHEVRON CORP NEW
-$33.6K
4,641
+5%
减持
DIS
DISNEY WALT CO
+$30.2K
3,528
-5%
减持
—
EATON CORP PLC
-$26.2K
1,450
-17%
减持
ECL
ECOLAB INC
+$25.8K
1,910
-4%
减持
GOOGL
ALPHABET INC
-$25.5K
16,493
-16%
减持
SYK
STRYKER CORPORATION
+$23.9K
2,588
-11%
减持
V
VISA INC
+$20.3K
4,811
-6%
减持
BALL
BALL CORP
+$17.8K
11,136
-4%
减持
SCHO
SCHWAB STRATEGIC TR
-$17.5K
38,288
-2%
增持
XLF
SELECT SECTOR SPDR TR
-$15.6K
27,831
+5%
减持
MLM
MARTIN MARIETTA MATLS INC
-$9.2K
2,010
-6%
减持
TIP
ISHARES TR
-$7.2K
9,856
-4%
增持
ICF
ISHARES TR
+$6.0K
5,332
+1%
减持
KMX
CARMAX INC
-$4.6K
3,500
-7%
减持
BSX
BOSTON SCIENTIFIC CORP
+$4.2K
14,550
-7%
减持
—
TRANE TECHNOLOGIES PLC
+$3.9K
1,197
-7%
减持
QCOM
QUALCOMM INC
+$3.7K
2,700
-13%
增持
GS
GOLDMAN SACHS GROUP INC
-$3.6K
1,067
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.5K
3,420
-0%
减持
XLB
SELECT SECTOR SPDR TR
+$1.8K
6,716
-3%
减持
VCR
1VANGUARD WORLD FDS
+$388
1,122
-13%