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BankPlus Trust Department 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BankPlus Trust Department
报告期 2026-03-31 · CIK 0002047270
持仓数
466
前50大市值合计
$270.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 77
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares SP 500 Index Fund
-$2.6M
130,899
+1%
减持
NVDA
NVIDIA
-$2.5M
60,895
-10%
减持
AAPL
Apple Computer Inc.
-$1.6M
49,375
-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。
减持
MSFT
Microsoft, Corp.
-$1.6M
32,754
-0%
增持
INTU
Intuit Inc.
+$1.4M
2,357
+2330%
减持
TSLA
Tesla Motors Inc.
-$959.4K
3,647
-23%
增持
ABBV
AbbVie Inc.
+$841.6K
26,258
+0%
减持
PGR
The Progressive Corporation
+$775.9K
23,360
-4%
减持
UPS
United Parcel Service, Inc.
-$699.5K
1,138
-83%
增持
ABT
Abbott Laboratories
+$659.1K
22,410
+10%
减持
PEP
Pepsico Inc.
-$644.5K
2,613
-62%
增持
BX
Blackstone Inc
-$529.6K
18,044
+2%
减持
STZ
Constellation Brands, Inc.
-$526.5K
196
-92%
增持
AMGN
Amgen Inc.
+$485.6K
8,238
+3%
减持
MDLZ
Mondelez International Inc - A
-$451.7K
2,016
-80%
增持
AMZN
Amazon.com, Inc.
-$447.9K
18,532
+2%
增持
—
Exxon Mobil Corp.
+$420.8K
22,740
+7%
增持
JCPB
J P Morgan Core Plus Bond ETF
+$413.6K
47,274
+20%
增持
CRM
Salesforce.com
-$409.7K
6,910
+2%
增持
KO
Coca Cola Co
+$409.4K
40,278
+1%
增持
BRK/B
Berkshire Hathaway Inc.-Cl B
+$405.4K
4,775
+1%
减持
LULU
Lululemon Athletica Inc
-$376.9K
2,292
-15%
增持
DGX
Quest Diagnostics Inc.
+$355.5K
11,536
+9%
增持
JPIE
JP Morgan Income ETF
+$333.7K
23,464
+43%
增持
BMY
Bristol Myers Squibb Co.
+$323.7K
30,676
+12%
建仓
BSCQ
Invesco Bulletshares 2026 Corp Bd ETF
+$320.0K
16,425
增持
GOOG
Alphabet Inc Class C
-$301.7K
13,667
+7%
增持
FAST
Fastenal Company
+$300.6K
28,806
+7%
减持
QQQ
Invesco QQQ Trust ETF
-$295.1K
6,152
-1%
增持
SHY
iShares 1-3 Year Treasury Bond ETF
+$286.6K
5,551
+164%
减持
FDX
Fedex Corp.
-$285.4K
85
-92%
减持
GWW
WW Grainger, Inc.
-$281.9K
4,146
-0%
建仓
BSCR
Invesco Bulletshares 2027 Corp Bd ETF
+$280.5K
14,320
减持
TJX
TJX Companies Inc.
-$276.2K
23,524
-10%
增持
EGP
Eastgroup Properties, Inc.
+$253.1K
12,060
+3%
增持
VLO
Valero Energy Corp
+$246.6K
14,078
+7%
增持
TMUS
T-mobile Us Inc
+$229.8K
4,781
+1%
增持
V
Visa Inc.
+$225.9K
5,380
+2%
增持
ENB
Enbridge Inc
+$223.3K
43,241
+8%
减持
LLY
Eli Lilly & Co.
+$215.9K
7,385
-3%
增持
RTX
Raytheon Technologies Corp
+$214.3K
9,780
+5%
减持
HD
Home Depot, Inc.
-$209.5K
8,465
-1%
增持
—
Accenture PLC
-$205.3K
8,802
+5%
清仓
BIL
Barclay 1-3 month TBILL
-$198.6K
0
-100%
减持
AJG
Arthur J Gallagher & Co
+$198.2K
4,925
-7%
增持
JEPQ
JP Morgan Nasdaq Equity Premium Income ETF
+$197.9K
4,834
+420%
减持
TGT
Target Corp
-$192.5K
294
-82%
增持
PYPL
Paypal Hldgs Inc
-$183.3K
12,640
+7%
增持
DLR
Digital Realty Trust Inc
-$181.2K
11,339
+11%
增持
ARCC
Ares Capital Corp
+$179.7K
87,289
+9%
减持
AVGO
Broadcom Inc
-$176.1K
2,658
-1%
增持
JPM
J P Morgan Chase & Co
+$174.7K
13,197
+3%
增持
NEE
Nextera Energy Inc
+$171.1K
29,006
+10%
增持
CSCO
CISCO Sys Inc.
+$167.7K
48,854
+2%
增持
TFC
Truist Finl Corp
+$161.9K
32,888
+20%
增持
TSM
Taiwan Semiconductor Mfg Co Ltd
-$161.8K
8,117
+6%
增持
DE
Deere & Company
+$160.4K
2,743
+3%
增持
PFE
Pfizer, Inc.
+$159.9K
57,471
+18%
减持
ADP
Automatic Data Processing
+$157.9K
12,656
-0%
增持
LMT
Lockheed Martin Corp.
-$156.6K
6,122
+3%
减持
LHX
L3Harris Technologies Inc
-$149.1K
5,475
-11%
减持
TXN
Texas Instruments Inc.
-$144.3K
17,280
-0%
建仓
PR
Permian Resources Cl A
+$138.5K
10,000
增持
CAT
Caterpillar, Inc.
-$134.2K
4,887
+2%
增持
PG
Procter & Gamble Co.
+$132.5K
23,262
+2%
增持
BIPC
Brookfield Infrastructure Corp.
+$131.2K
32,743
+24%
减持
MRVL
Marvell Technology Group Ltd
-$131.2K
2,063
-12%
减持
PKW
Invesco Buyback Achievers ETF
-$130.6K
11,290
-7%
清仓
IEX
Idex Corp
-$122.6K
0
-100%
减持
VUG
Vanguard Growth ETF
-$120.9K
1,912
-5%
增持
IWM
iShares Russell 2000 Index Fund
-$111.4K
7,988
+4%
增持
BSX
Boston Scientific Corp
+$111.1K
8,395
+2%
减持
PLTR
Palantir Technologies Inc
-$107.5K
3,345
-35%
增持
JNJ
Johnson & Johnson
+$107.4K
3,010
+11%
清仓
—
Biogen Idec Inc.
-$106.1K
0
-100%
减持
CUZ
Cousins Pptys Inc
-$104.4K
1,269
-73%
减持
VRTX
Vertex Pharmaceuticals Inc.
+$102.1K
1,356
-2%
增持
UNH
UnitedHealth Group Inc
+$101.9K
2,980
+3%
增持
OKE
ONEOK Inc
+$100.7K
25,859
+5%
增持
MA
Mastercard, Inc.
+$99.5K
1,097
+15%
增持
NFLX
Netflix Inc.
+$97.9K
536
+19%
增持
VOO
Vanguard S&P 500 ETF
+$95.0K
404
+93%
清仓
USHY
iShares Broad High Yield Corporate Bond ETF
-$90.5K
0
-100%
增持
DIS
Disney, Walt Co.
+$89.5K
16,895
+19%
减持
DHR
Danaher Corp
-$85.9K
3,368
-0%
减持
RNST
Renasant Corp
-$85.7K
9,223
-17%
减持
PM
Philip Morris Intl
+$81.6K
2,424
-4%
增持
IEFA
iShares MSCI Core EAFE ETF
+$80.3K
1,572
+186%
建仓
SHOP
Shopify Inc
+$76.3K
799
减持
—
Invesco Bulletshares 2025 Corporate Bond ETF
-$72.9K
74,781
-5%
减持
IJS
iShares S&P Small Cap 600 Value ETF
-$71.7K
146
-82%
减持
IWF
iShares Russell 1000 Growth
-$71.3K
1,127
-5%
清仓
CHTR
Charter Communications Inc New
-$71.0K
0
-100%
增持
SBUX
Starbucks Corporation
+$66.3K
882
+297%
增持
IQLT
iShares MSCI International Quality Factor ETF
+$66.0K
6,029
+29%
减持
WMT
Wal-Mart Stores Inc.
-$65.5K
22,932
-0%
清仓
HAL
Halliburton Company
-$65.2K
0
-100%
增持
—
NXP Semiconductors NV
-$64.6K
3,958
+1%
减持
—
Garmin Ltd
-$63.8K
6,847
-9%
增持
MLI
Mueller Industries, Inc.
+$62.3K
5,531
+22%
增持
ADBE
Adobe Systems Inc.
+$62.0K
164
+8100%
减持
PLD
Prologis Inc
-$61.6K
9,178
-11%
减持
DOW
Dow Inc
-$61.5K
545
-73%
增持
IJH
iShares S&P MidCap 400 Index ETF
+$60.8K
1,532
+234%
增持
SO
The Southern Co
+$60.2K
6,008
+0%
减持
—
Chubb Limited
-$58.3K
861
-25%
减持
QNST
Quinstreet Inc
-$57.5K
7,868
-8%
减持
GDDY
Godaddy Inc
-$57.3K
1,858
-6%
增持
IJR
iShares S&P SmallCap 600 Index ETF
+$55.1K
1,078
+116%
增持
GOOGL
Alphabet Inc Class A
-$54.8K
4,012
+12%
增持
SYY
Sysco Corp
+$53.1K
18,698
+6%
增持
NOW
Servicenow Inc
+$52.8K
85
+507%
减持
—
Eaton Corp PLC
-$50.2K
753
-2%
增持
IGSB
iShares Short-Term Corporate Bond ETF
+$49.7K
14,184
+6%
减持
FISV
Fiserv, inc.
+$49.6K
6,803
-4%
增持
ZTS
Zoetis Inc.
+$47.1K
3,414
+8%
减持
COWZ
Pacer US Cash Cows 100 ETF
-$45.1K
15,921
-2%
增持
HON
Honeywell International Inc.
-$44.2K
4,485
+2%
增持
JHMM
John Hancock Multifactor Mid Cap ETF
-$44.1K
126,087
+4%
建仓
ABNB
Airbnb Inc
+$43.4K
363
增持
BDX
Becton Dickinson Co
+$42.8K
5,744
+2%
增持
MRK
Merck & Co., Inc.
-$42.1K
6,222
+3%
增持
COP
ConocoPhillips
+$40.1K
6,174
+1%
建仓
WDAY
Workday, Inc. - A
+$39.9K
171
减持
DECK
Deckers Outdoor Corporation
-$39.4K
378
-6%
增持
BKAG
BNY Mellon Core Bond ETF
+$39.2K
5,686
+17%
增持
WFC
Wells Fargo & Co New
+$38.7K
1,028
+106%
增持
SLV
iShares Silver Trust
+$37.0K
3,063
+39%
减持
COST
Costco Wholesale Corp
+$37.0K
1,470
-0%
增持
PANW
Palo Alto Networks Inc
-$36.6K
6,802
+3%
减持
VTI
Vanguard Total Stock Market ETF
-$36.0K
1,033
-6%
减持
CVX
ChevronTexaco Corp
+$35.7K
2,372
-5%
减持
MCD
McDonald's Corp
+$35.0K
2,331
-3%
增持
META
Meta Platforms Inc Class A
+$34.8K
421
+19%
减持
EOG
EOG Resources, Inc.
-$34.6K
488
-38%
增持
SHEL
Shell Plc
+$34.4K
663
+193%
建仓
XEL
Xcel Energy, Inc.
+$34.2K
483
清仓
JBHT
JB Hunt Transport Services Inc.
-$34.1K
0
-100%
减持
CI
Cigna Corp New
+$33.9K
1,111
-7%
减持
GS
Goldman Sachs Group Inc.
-$33.4K
1,159
-0%
建仓
QQQM
Invesco NASDAQ 100 ETF
+$33.2K
172
建仓
EXE
Expand Energy Corp.
+$31.8K
286
建仓
FNX
First Tr Mid Cap Core Alphadex
+$31.6K
290
增持
ETR
Entergy Corp
+$30.6K
908
+46%
减持
IWB
iShares Russell 1000 Index
-$30.0K
528
-11%
清仓
FNDF
Schwab Fundamental International Equity ETF
-$29.3K
0
-100%
增持
VTWO
Vanguard Russell 2000 Index ETF
+$28.8K
483
+324%
建仓
IAU
iShares Gold Trust
+$26.9K
456
建仓
FANG
Diamondback Energy Inc
+$26.9K
168
增持
ALL
Allstate Corp.
+$25.7K
1,327
+3%
