BankChampaign, National Association

报告期 2026-03-31 · CIK 2135773

持仓数

184

前50大市值合计

$61.5M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 34增持 28减持 55清仓 33

方向

标的

Δ市值

现股数(环比)

减持

PLTR PALANTIR TECHNOLOGIES INC

-$954.7K

15,602 -14%

清仓

CRWD CrowdStrike Holdings, Inc.

-$872.8K

0 -100%

建仓

CIEN CIENA CORP

+$759.0K

1,955

减持

WDC WESTERN DIGITAL CORP

+$690.9K

7,869 -6%

建仓

VNOM VIPER ENERGY INC

+$666.2K

14,178

建仓

KLAC KLA CORP

+$656.7K

446

清仓

NFLX Netflix Inc

-$639.6K

0 -100%

清仓

GS Goldman Sachs Group, Inc.

-$608.3K

0 -100%

清仓

AXP American Express

-$607.1K

0 -100%

建仓

SCCO SOUTHERN COPPER CORP

+$600.0K

3,487

建仓

RIO RIO TINTO PLC

+$593.7K

6,364

建仓

ENB ENBRIDGE INC

+$590.0K

10,898

清仓

APP AppLovin Corp Ordinary Shs Class A

-$557.9K

0 -100%

清仓

RL Ralph Lauren Corp Class A

-$553.8K

0 -100%

建仓

CCJ CAMECO CORP

+$529.7K

4,877

减持

HOOD ROBINHOOD MKTS INC

-$529.4K

10,666 -5%

减持

VRT VERTIV HOLDINGS CO

+$523.5K

6,651 -6%

建仓

EME EMCOR GROUP INC

+$512.4K

694

清仓

ORCL Oracle Corp

-$488.8K

0 -100%

减持

AVGO BROADCOM INC

-$475.5K

8,077 -6%

清仓

COIN Coinbase Global Inc Ord Shs Cl A

-$474.9K

0 -100%

清仓

C Citigroup Inc

-$468.2K

0 -100%

清仓

NET Cloudflare Inc

-$444.8K

0 -100%

建仓

MRVL MARVELL TECHNOLOGY INC

+$436.9K

4,411

减持

GOOGL ALPHABET INC

-$427.5K

8,967 -7%

增持

MSFT MICROSOFT CORP

-$420.0K

3,847 +1%

清仓

— AstraZeneca Group plc ADR

-$416.8K

0 -100%

清仓

PANW Palo Alto Networks

-$416.7K

0 -100%

建仓

NTR NUTRIEN LTD

+$414.4K

5,492

建仓

CNX CNX RES CORP

+$413.5K

10,727

建仓

FANG DIAMONDBACK ENERGY INC

+$412.6K

2,086

清仓

BSX Boston Scientific Corp

-$386.2K

0 -100%

建仓

MU MICRON TECHNOLOGY INC

+$379.1K

1,122

清仓

DASH DoorDash Inc Ordinary Shares Class A

-$361.9K

0 -100%

建仓

ESE ESCO TECHNOLOGIES INC

+$359.0K

1,276

建仓

LITE LUMENTUM HLDGS INC

+$356.3K

507

清仓

ADBE Adobe Systems

-$355.2K

0 -100%

清仓

AFL AFLAC Incorporated

-$354.8K

0 -100%

减持

— TECHNIPFMC PLC

+$348.6K

16,734 -8%

建仓

GLW CORNING INC

+$348.1K

2,560

建仓

MRK MERCK & CO INC

+$335.7K

2,791

清仓

ADSK Autodesk Inc

-$325.9K

0 -100%

清仓

NOW ServiceNow, Inc.

-$324.8K

0 -100%

清仓

PGR Progressive Corp

-$323.8K

0 -100%

建仓

— TOWER SEMICONDUCTOR LTD

+$317.8K

1,865

增持

ITA ISHARES TR

+$314.0K

2,828 +7543%

建仓

WBI WATERBRIDGE INFRASTRUCTURE L

+$308.4K

11,513

清仓

AXON Axon Enterprise Inc

-$307.3K

0 -100%

减持

GH GUARDANT HEALTH INC

-$299.8K

8,756 -19%

建仓

CSX CSX CORP

+$297.2K

7,240

建仓

VUG VANGUARD INDEX FDS

+$295.7K

677

清仓

MNPR Monopar Therapeutics Inc

-$294.5K

0 -100%

清仓

DINO HF Sinclair Corp

-$291.7K

0 -100%

减持

RSG REPUBLIC SVCS INC

-$290.5K

1,506 -49%

建仓

AAOI APPLIED OPTOELECTRONICS INC

+$284.4K

3,362

增持

ARM ARM HOLDINGS PLC

+$282.0K

3,373 +62%

增持

— ASML HLDG NV

+$280.8K

633 +22%

增持

CEG CONSTELLATION ENERGY CORP

-$278.7K

3,818 +0%

增持

LRCX LAM RESEARCH CORP

+$275.7K

3,912 +20%

清仓

MS Morgan Stanley

-$273.9K

0 -100%

清仓

TPB Turning Point Brands Inc

-$273.9K

0 -100%

减持

SOFI SOFI TECHNOLOGIES INC

-$268.5K

15,986 -20%

清仓

MELI MercadoLibre, Inc.

-$263.9K

0 -100%

建仓

VTOL BRISTOW GROUP INC

+$262.5K

5,598

清仓

PODD Insulet Corp

-$260.4K

0 -100%

清仓

CRM SalesForce.com

-$258.0K

0 -100%

建仓

CF CF INDUSTRIES HOLD

+$256.4K

1,975

清仓

SEZL Sezzle Inc

-$252.1K

0 -100%

减持

GEV GE VERNOVA INC

+$250.8K

1,385 -6%

减持

MA MASTERCARD INCORPORATED

-$250.6K

1,691 -12%

减持

EBAY EBAY INC.

-$248.2K

7,648 -29%

减持

RGLD ROYAL GOLD INC

+$248.1K

8,119 -1%

减持

CAT CATERPILLAR INC

+$247.6K

2,312 -5%

建仓

CASY CASEYS GEN STORES INC

+$247.5K

340

清仓

VEEV Veeva Systems Inc Class A

-$244.9K

0 -100%

增持

— ELBIT SYS LTD

+$242.1K

836 +6%

清仓

— Credo Technology Group Holding Ltd

-$235.1K

0 -100%

清仓

WGS GeneDx Holdings Corp - Class A

-$234.8K

0 -100%

建仓

JBL JABIL INC

+$226.8K

854

减持

LNG CHENIERE ENERGY INC

+$222.0K

2,689 -3%

建仓

PM PHILIP MORRIS INTL INC

+$217.6K

1,316

建仓

MPWR MONOLITHIC PWR SYS INC

+$209.9K

192

建仓

VLO VALERO ENERGY CORP

+$207.3K

839

减持

WDS WOODSIDE ENERGY GROUP LTD

+$205.5K

28,036 -6%

清仓

ECL Ecolab, Inc.

-$204.8K

0 -100%

增持

EOG EOG RES INC

+$204.0K

4,134 +10%

减持

ANET ARISTA NETWORKS INC

-$201.8K

6,653 -14%

减持

BKR BAKER HUGHES COMPANY

+$200.3K

16,203 -6%

建仓

AUPH AURINIA PHARMACEUTICALS INC

+$198.0K

13,361

增持

ISRG INTUITIVE SURGICAL INC

-$195.6K

1,969 +1%

减持

AEM AGNICO EAGLE MINES LTD

+$191.0K

7,661 -5%

增持

WMB WILLIAMS COS INC

+$190.2K

12,335 +5%

增持

ROST ROSS STORES INC

+$186.1K

3,403 +11%

增持

WMT WALMART INC

+$180.7K

13,450 +1%

减持

PWR QUANTA SVCS INC

+$177.1K

1,405 -0%

减持

AMZN AMAZON COM INC

-$177.0K

5,782 -3%

增持

— GLOBAL SHIP LEASE INC

+$167.0K

22,259 +18%

减持

— TE CONNECTIVITY PLC

-$154.7K

1,438 -28%

减持

ENVA ENOVA INTL INC

-$154.1K

2,170 -24%

减持

AAPL APPLE INC

-$151.3K

6,178 -2%

减持

EXPE EXPEDIA GROUP INC

-$148.7K

2,009 -7%

减持

CTAS CINTAS CORP

-$143.8K

2,989 -13%

减持

HEI HEICO CORP NEW

-$140.4K

2,665 -1%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$137.1K

4,748 -2%

减持

MLI MUELLER INDS INC

-$131.8K

11,032 -6%

增持

META META PLATFORMS INC

-$129.3K

1,755 +2%

增持

EQT EQT CORP

+$128.8K

10,587 +4%

减持

COST COSTCO WHOLESALE CORPORATION

+$127.6K

1,421 -5%

减持

HWM HOWMET AEROSPACE INC

+$126.9K

6,945 -3%

减持

IR INGERSOLL RAND INC

-$123.5K

6,056 -21%

增持

VSAT VIASAT INC

+$123.2K

9,539 +5%

减持

— EXXON MOBIL CORP

+$121.0K

2,490 -1%

建仓

GOOG ALPHABET INC

+$119.0K

415

增持

LLY ELI LILLY & CO

-$116.7K

1,121 +5%

减持

— EATON CORP PLC

+$112.5K

3,418 -2%

减持

URI UNITED RENTALS INC

-$109.6K

1,347 -0%

减持

JPM JPMORGAN CHASE & CO

-$105.1K

1,278 -14%

减持

ABBV ABBVIE INC

-$103.2K

930 -30%

增持

NVDA NVIDIA CORPORATION

-$102.7K

8,798 +0%

减持

AES AES CORP

-$99.1K

16,390 -29%

减持

ALSN ALLISON TRANSMISSION HLDGS I

+$96.1K

6,936 -5%

减持

VST VISTRA CORP

-$94.9K

7,209 -1%

增持

XLE SELECT SECTOR SPDR TR

+$93.3K

5,424 +694%

减持

COR CENCORA INC

-$91.2K

2,060 -6%

减持

UBER UBER TECHNOLOGIES INC

-$91.0K

7,463 -3%

减持

CRS CARPENTER TECHNOLOGY CORP

+$89.4K

1,659 -7%

减持

CW CURTISS WRIGHT CORP

+$88.5K

839 -4%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$85.5K

3,262 -1%

减持

NRG NRG ENERGY INC

-$84.0K

3,314 -7%

增持

GMAB GENMAB A/S

-$78.7K

25,622 +3%

减持

WEC WEC ENERGY GROUP INC

-$76.6K

2,881 -26%

增持

MBB ISHARES TR

+$76.0K

830 +60%

减持

CINF CINCINNATI FINL CORP

-$74.8K

1,860 -17%

增持

RTX RTX CORPORATION

+$71.2K

4,903 +3%

建仓

VOO VANGUARD INDEX FDS

+$70.5K

118

增持

OUNZ VANECK MERK GOLD ETF

+$70.2K

20,804 +4442%

增持

— CHUBB LTD SWITZ

+$69.0K

1,066 +20%

减持

BWXT BWX TECHNOLOGIES INC

+$64.6K

3,156 -6%

减持

STRL STERLING INFRASTRUCTURE INC

+$61.2K

1,624 -17%

减持

CLS CELESTICA INC

-$60.7K

2,640 -3%

减持

SMR NUSCALE PWR CORP

-$55.9K

16,389 -1%

清仓

DGRO iShares Core Dividend Growth etf

-$55.7K

0 -100%

建仓

IEI ISHARES TR

+$54.0K

455

增持

GLD SPDR GOLD TR

+$53.7K

1,580 +2672%

增持

UHS UNIVERSAL HLTH SVCS INC

-$53.4K

2,087 +7%

增持

ROK ROCKWELL AUTOMATION INC

-$50.0K

1,979 +1%

增持

CBOE CBOE GLOBAL MKTS INC

+$49.1K

1,416 +2%

减持

MO ALTRIA GROUP INC

+$46.3K

8,390 -5%

减持

PAAS PAN AMERN SILVER CORP

+$43.5K

44,860 -3%

建仓

XLF SELECT SECTOR SPDR TR

+$41.4K

839

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。