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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 89
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IVV
iShares SP 500 Index Fund
+$8.9M
132,781
+1%
增持
MSFT
Microsoft, Corp.
+$4.5M
33,818
+3%
建仓
SPYM
SPDR S&P 500 ETF
+$2.3M
31,350
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
NVDA
NVIDIA
+$1.7M
52,342
-14%
增持
QQQ
Invesco QQQ Trust ETF
+$1.3M
7,558
+23%
增持
JPM
J P Morgan Chase & Co
+$1.0M
14,627
+11%
减持
AAPL
Apple Computer Inc.
-$887.3K
49,132
-0%
增持
SPY
SPDR S&P 500 ETF Trust
+$810.6K
2,144
+133%
增持
CAT
Caterpillar, Inc.
+$799.8K
6,212
+27%
增持
TXN
Texas Instruments Inc.
+$793.1K
18,776
+9%
建仓
VSLU
Applied Finance Valuation ETF
+$790.0K
20,180
减持
UNH
UnitedHealth Group Inc
-$720.6K
2,693
-10%
增持
AMGN
Amgen Inc.
+$689.9K
11,663
+42%
建仓
SPSM
SPDR S&P 600 Small Cap ETF
+$631.8K
14,830
增持
INTU
Intuit Inc.
+$621.9K
2,627
+11%
增持
LRCX
Lam Research Corp
+$567.3K
21,276
+3%
增持
DLR
Digital Realty Trust Inc
+$554.5K
12,501
+10%
增持
PANW
Palo Alto Networks Inc
+$548.3K
8,351
+23%
增持
AXP
American Express Co.
+$547.8K
2,823
+115%
增持
CRWD
Crowdstrike Hldgs Inc
+$531.1K
1,056
+5458%
增持
DIS
Disney, Walt Co.
+$530.0K
17,721
+5%
增持
CSCO
CISCO Sys Inc.
+$516.0K
50,890
+4%
增持
C
Citigroup Inc.
+$513.2K
6,776
+657%
增持
TSM
Taiwan Semiconductor Mfg Co Ltd
+$503.0K
8,170
+1%
增持
HON
Honeywell International Inc.
+$480.9K
6,143
+37%
减持
JHMM
John Hancock Multifactor Mid Cap ETF
+$480.7K
126,051
-0%
增持
ABBV
AbbVie Inc.
-$468.9K
27,113
+3%
增持
GWW
WW Grainger, Inc.
+$435.7K
4,356
+5%
减持
FISV
Fiserv, inc.
-$429.9K
6,220
-9%
增持
WMT
Wal-Mart Stores Inc.
+$419.5K
24,879
+8%
增持
—
Exxon Mobil Corp.
+$404.6K
28,841
+27%
增持
BIPC
Brookfield Infrastructure Corp.
+$394.8K
37,976
+16%
增持
BX
Blackstone Inc
+$386.4K
19,445
+8%
增持
AVGO
Broadcom Inc
+$385.5K
3,013
+13%
增持
IQLT
iShares MSCI International Quality Factor ETF
+$378.0K
14,283
+137%
增持
ABT
Abbott Laboratories
+$361.9K
24,517
+9%
增持
FAST
Fastenal Company
+$360.8K
61,779
+114%
减持
AMZN
Amazon.com, Inc.
-$354.4K
14,456
-22%
增持
LMT
Lockheed Martin Corp.
+$341.4K
6,642
+8%
增持
LHX
L3Harris Technologies Inc
+$322.4K
5,854
+7%
增持
RTX
Raytheon Technologies Corp
+$310.8K
11,000
+12%
增持
TFC
Truist Finl Corp
+$287.0K
38,156
+16%
增持
BMY
Bristol Myers Squibb Co.
-$285.0K
34,261
+12%
增持
BSCR
Invesco Bulletshares 2027 Corp Bd ETF
+$273.2K
28,179
+97%
增持
PNC
PNC Financial Services Group, Inc.
+$260.1K
1,400
+27900%
增持
ADP
Automatic Data Processing
+$256.2K
13,369
+6%
增持
DGX
Quest Diagnostics Inc.
+$255.6K
12,289
+7%
增持
NKE
Nike Inc.
+$253.7K
4,021
+699%
增持
VLO
Valero Energy Corp
+$252.7K
15,712
+12%
增持
HD
Home Depot, Inc.
+$252.4K
9,150
+8%
增持
BSX
Boston Scientific Corp
+$245.6K
10,171
+21%
减持
BRK/B
Berkshire Hathaway Inc.-Cl B
-$243.4K
4,734
-1%
减持
GOOG
Alphabet Inc Class C
+$238.6K
13,382
-2%
增持
OKE
ONEOK Inc
-$228.2K
28,636
+11%
减持
—
Invesco Bulletshares 2025 Corporate Bond ETF
-$227.6K
63,773
-15%
增持
COST
Costco Wholesale Corp
+$223.3K
1,630
+11%
增持
MPWR
Monolithic Power Systems
+$220.6K
1,254
+4%
减持
ORCL
Oracle, Corp.
+$218.9K
3,819
-13%
增持
SYY
Sysco Corp
+$212.7K
21,333
+14%
增持
GOOGL
Alphabet Inc Class A
+$203.3K
4,674
+17%
建仓
YETI
Yeti Hldgs Inc
+$201.7K
6,400
减持
TSLA
Tesla Motors Inc.
+$201.3K
3,609
-1%
增持
V
Visa Inc.
+$196.5K
5,864
+9%
增持
LLY
Eli Lilly & Co.
-$195.2K
7,574
+3%
增持
TMO
Thermo Fisher Scientific Inc.
-$193.4K
2,752
+5%
减持
IWM
iShares Russell 2000 Index Fund
-$188.5K
6,511
-18%
增持
SLB
Schlumberger Ltd.
+$181.6K
6,000
+1083%
增持
JCPB
J P Morgan Core Plus Bond ETF
+$175.0K
50,972
+8%
增持
NEE
Nextera Energy Inc
+$174.2K
32,129
+11%
增持
BSCQ
Invesco Bulletshares 2026 Corp Bd ETF
+$171.3K
25,167
+53%
增持
ENB
Enbridge Inc
+$168.3K
45,990
+6%
增持
JPIE
JP Morgan Income ETF
+$158.1K
26,751
+14%
增持
—
NXP Semiconductors NV
+$153.8K
4,147
+5%
增持
BDX
Becton Dickinson Co
-$152.5K
6,753
+18%
增持
BSCS
Invesco BulletShares 2028 Corp Bond ETF
+$150.4K
7,786
+1630%
增持
EME
EMCOR Group, Inc.
+$146.7K
324
+350%
增持
ARCC
Ares Capital Corp
+$140.2K
94,470
+8%
清仓
PR
Permian Resources Cl A
-$138.5K
0
-100%
增持
DE
Deere & Company
+$133.3K
2,794
+2%
减持
NFLX
Netflix Inc.
+$129.6K
470
-12%
增持
SYK
Stryker Corp
+$126.4K
389
+426%
增持
VTI
Vanguard Total Stock Market ETF
+$125.5K
1,347
+30%
增持
J
Jacobs Engineering Group Inc
+$121.5K
1,372
+182%
增持
PYPL
Paypal Hldgs Inc
+$118.5K
12,692
+0%
增持
—
Chubb Limited
+$113.4K
1,289
+50%
增持
TMUS
T-mobile Us Inc
-$113.4K
4,876
+2%
减持
PLD
Prologis Inc
-$111.2K
8,703
-5%
增持
KO
Coca Cola Co
+$109.2K
42,317
+5%
增持
PG
Procter & Gamble Co.
-$103.3K
24,234
+4%
增持
—
Accenture PLC
+$101.8K
9,530
+8%
增持
PFE
Pfizer, Inc.
+$100.4K
64,219
+12%
减持
ZTS
Zoetis Inc.
-$98.0K
2,976
-13%
建仓
CCI
Crown Castle Intl Corp New
+$97.0K
944
增持
EW
Edwards Lifesciences, Corp.
+$96.6K
11,907
+3%
增持
AMAT
Applied Materials, Inc.
+$91.9K
509
+5556%
增持
TJX
TJX Companies Inc.
+$91.6K
23,944
+2%
增持
MLI
Mueller Industries, Inc.
+$84.7K
6,365
+15%
建仓
COF
Capital One Financial Corp
+$84.5K
397
减持
MRK
Merck & Co., Inc.
-$81.1K
6,031
-3%
减持
PKW
Invesco Buyback Achievers ETF
+$81.1K
10,947
-3%
减持
MS
Morgan Stanley
+$79.2K
4,231
-4%
减持
CVX
ChevronTexaco Corp
-$78.4K
2,224
-6%
建仓
EQH
Equitable Hldgs Inc
+$74.9K
1,335
增持
CRM
Salesforce.com
+$73.0K
7,068
+2%
减持
SBUX
Starbucks Corporation
-$69.3K
188
-79%
增持
META
Meta Platforms Inc Class A
+$68.8K
422
+0%
增持
XLK
Technology Select Sector SPDR Fd
+$68.5K
427
+122%
清仓
FHN
First Horizon National Corp.
-$67.1K
0
-100%
清仓
—
Discover Financial Services
-$66.6K
0
-100%
减持
SHOP
Shopify Inc
-$65.9K
90
-89%
减持
MA
Mastercard, Inc.
-$65.8K
953
-13%
清仓
ADBE
Adobe Systems Inc.
-$62.9K
0
-100%
减持
—
Eaton Corp PLC
+$62.0K
747
-1%
减持
VRTX
Vertex Pharmaceuticals Inc.
-$60.4K
1,341
-1%
增持
LULU
Lululemon Athletica Inc
-$59.8K
2,479
+8%
增持
JEPQ
JP Morgan Nasdaq Equity Premium Income ETF
+$59.3K
5,692
+18%
清仓
BNDX
Vanguard Total Intnl Bond ETF
-$59.2K
0
-100%
增持
LOW
Lowes Companies
-$59.0K
6,018
+1%
减持
MCD
McDonald's Corp
-$57.0K
2,297
-1%
减持
KMX
Carmax Inc
-$56.1K
235
-75%
增持
—
Garmin Ltd
+$56.0K
7,391
+8%
增持
GILD
Gilead Sciences Inc.
+$55.3K
650
+333%
减持
MPC
Marathon Petroleum Corporation
+$55.1K
2,833
-1%
减持
NOW
Servicenow Inc
-$53.3K
14
-84%
增持
ISRG
Intuitive Surgical, Inc.
+$50.5K
153
+132%
清仓
BSV
Vanguard Short-Term Bond ETF
-$49.7K
0
-100%
减持
PEP
Pepsico Inc.
-$48.0K
2,604
-0%
建仓
BSCT
Invesco Exchange Bulletshares 2029
+$47.7K
2,550
建仓
FTC
First Trust Lage Cap Growth Alphadex ETF
+$46.0K
305
清仓
ABNB
Airbnb Inc
-$43.4K
0
-100%
减持
JNJ
Johnson & Johnson
-$40.8K
3,001
-0%
增持
RDVY
First Trust Rising Dividend Achievers ETF
+$40.5K
4,183
+10%
清仓
WDAY
Workday, Inc. - A
-$39.9K
0
-100%
减持
IJR
iShares S&P SmallCap 600 Index ETF
-$38.6K
678
-37%
清仓
EMR
Emerson Electric Co.
-$35.0K
0
-100%
减持
WFC
Wells Fargo & Co New
-$33.7K
500
-51%
增持
XLI
Industrial Select Sector SPDR Fund
+$33.4K
838
+22%
减持
PLTR
Palantir Technologies Inc
+$33.3K
2,315
-31%
清仓
ITOT
iShares S&P 1500 Index Fund
-$33.2K
0
-100%
增持
BKNG
Booking Hldgs Inc
+$32.7K
16
+23%
减持
SHEL
Shell Plc
-$32.7K
226
-66%
减持
TRMK
Trustmark National Bank
+$32.3K
23,400
-2%
清仓
EXE
Expand Energy Corp.
-$31.8K
0
-100%
减持
IWF
iShares Russell 1000 Growth
+$31.6K
1,033
-8%
增持
XLF
Select Sector SPDR Financials Tr
+$31.6K
683
+723%
减持
ALL
Allstate Corp.
-$31.2K
1,210
-9%
建仓
DFAC
Dimensional US Core Equity 2 ETF
+$30.0K
836
减持
SCHW
Charles Schwab Corp.
+$26.9K
2,234
-1%
建仓
HACK
Amplify Cybersecurity ETF
+$26.2K
303
减持
ETR
Entergy Corp
-$26.1K
620
-32%
