13F 机构持仓

CITY NATIONAL BANK OF FLORIDA /MSD

CORAL GABLES FL · SEC CIK 0000709447

2026Q22026Q1 更早 9 个季度 🔒
$2.38亿2026Q2 申报市值
150持仓数
49.2%前十大占比 · 第一大 22.7%
33 / 13新建仓 / 清仓
申报市值走势$2.38亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 22.7%
IJR 5.0%
NVDA 3.8%
AGG 3.5%
IEFA 2.8%
AAPL 2.6%
IWF 2.5%
MSFT 2.3%
GOOGL 2.1%
SMMD 2.1%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$468.13万
IEFA 加仓+$414.40万
VO 新建仓+$370.57万
NVDA 加仓+$322.09万
IJR 加仓+$315.83万

2026Q2 卖出最多 按季末市值估算

SRLN 减仓-$89.01万
PEP 清仓-$49.35万
NOW 减仓-$46.57万
GEN 清仓-$33.03万
SHYG 清仓-$31.04万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PEP PEPSICO INC $00.00%0 -3,178-100.0% -$49.35万 清仓
GEN GEN DIGITAL INC $00.00%0 -17,544-100.0% -$33.03万 清仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORP $00.00%0 -7,337-100.0% -$31.04万 清仓
CSL CARLISLE COS INC $00.00%0 -828-100.0% -$27.62万 清仓
DFUS DIMENSIONAL U.S. EQUITY MARKET $00.00%0 -3,711-100.0% -$26.31万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -5,429-100.0% -$24.56万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2,545-100.0% -$23.64万 清仓
NUE NUCOR CORP $00.00%0 -1,370-100.0% -$23.17万 清仓
MDT MEDTRONIC PLC $00.00%0 -2,665-100.0% -$23.09万 清仓
SHOP SHOPIFY INC $00.00%0 -1,768-100.0% -$20.97万 清仓
LQD ISHARES IBOXX $ INVST GRADE CRP $00.00%0 -1,910-100.0% -$20.82万 清仓
LEMB ISHARES EMERG MKTS LOCAL $00.00%0 -5,089-100.0% -$20.76万 清仓
QUAL ISHARES EDGE MSCI USA QUALITY $00.00%0 -1,063-100.0% -$20.39万 清仓
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX $20.17万0.08%1,690 1,690— $20.17万 新建仓
PSX PHILLIPS 66 $20.29万0.09%1,200 211.8% $3,550 加仓
TLN TALEN ENERGY CORP $20.71万0.09%539 539— $20.71万 新建仓
COST COSTCO WHOLESALE CORP NEW $21.33万0.09%228 228— $21.33万 新建仓
HPQ HP INC $21.44万0.09%9,770 9,770— $21.44万 新建仓
JCI JOHNSON CTLS INTL PLC SHS $21.70万0.09%1,485 1,485— $21.70万 新建仓
ZTS ZOETIS INC $22.19万0.09%3,088 1,32274.9% $9.50万 加仓
NOW SERVICENOW INC COM $22.38万0.09%2,254 -4,691-67.5% -$46.57万 减仓
GIS GENERAL MILLS INC SR GLBL NT $22.97万0.10%6,601 1422.2% $4,942 加仓
UBER UBER TECHNOLOGIES INC $23.06万0.10%3,195 3,195— $23.06万 新建仓
EFA ISHARES MSCI EAFE (MKT) $23.14万0.10%2,228 -1,530-40.7% -$15.89万 减仓
SPYM STATE STREET SPDR PORTFOLIO S&P $23.74万0.10%2,701 -15-0.6% -$1,318 减仓
DELL DELL TECHNOLOGIES INC COM $24.16万0.10%560 560— $24.16万 新建仓
VXUS VANGUARD TOTAL INTERNATIONAL $24.25万0.10%2,837 00.0% — 不变
IGIB ISHARES INTERMEDIATE-TERM $24.88万0.10%4,679 00.0% — 不变
DVN DEVON ENERGY CORP $25.12万0.11%6,079 1,70939.1% $7.06万 加仓
VUG VANGUARD GROWTH ETF (MKT) $25.74万0.11%2,988 -1,812-37.8% -$15.61万 减仓
VTI VANGUARD TOTAL STOCK MARKET ETF $26.01万0.11%703 10.1% $370 加仓
CARR CARRIER GLOBAL CORPORATION $26.19万0.11%3,571 3,571— $26.19万 新建仓
BA BOEING CO DEP CONV $27.36万0.11%1,264 1,264— $27.36万 新建仓
VXF VANGUARD EXTENDED MARKET INDEX $28.12万0.12%1,142 -255-18.3% -$6.28万 减仓
VYM VANGUARD HIGH DIVIDEND YIELD $28.41万0.12%1,798 1,798— $28.41万 新建仓
QDF FLEXSHARES QUALITY DIVIDEND $28.97万0.12%3,222 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET ETF $29.86万0.13%4,067 -1,000-19.7% -$7.34万 减仓
APP APPLOVIN CORP $29.99万0.13%582 582— $29.99万 新建仓
AIG AMERICAN INTERNATIONAL GROUP $30.12万0.13%4,041 862.2% $6,410 加仓
VZ VERIZON COMMUNICATIONS INC $30.18万0.13%7,128 10.0% $42 加仓
DVY ISHARES SELECT DIVIDEND (MKT) $30.20万0.13%1,932 -12-0.6% -$1,876 减仓
RS RELIANCE INC $30.60万0.13%819 212.6% $7,846 加仓
TTE TOTAL SA $30.61万0.13%3,936 3,936— $30.61万 新建仓
IBKR INTERACTIVE BROKERS GROUP INC $30.67万0.13%3,524 -1,171-24.9% -$10.19万 减仓
ANET ARISTA NETWORKS INC $31.09万0.13%1,830 1,830— $31.09万 新建仓
CVX CHEVRON CORP NEW $31.11万0.13%1,877 492.7% $8,122 加仓
TWLO TWILIO INC $31.53万0.13%1,528 -616-28.7% -$12.71万 重新持有
CSCO CISCO SYSTEMS INC $33.01万0.14%2,810 2,810— $33.01万 新建仓
GLD SPDR GOLD SHARES (MKT) $33.08万0.14%898 -732-44.9% -$26.97万 减仓
VLO VALERO ENERGY CORP SR GLBL $33.10万0.14%1,271 -154-10.8% -$4.01万 减仓
EEM ISHARES MSCI EMERGING MARKETS $33.58万0.14%4,909 -27-0.5% -$1,847 减仓
KR KROGER CO $34.28万0.14%6,173 2,53269.5% $14.06万 加仓
ALAB ASTERA LABS INC $35.16万0.15%728 728— $35.16万 新建仓
RF REGIONS FINANCIAL CORP NEW $36.06万0.15%11,940 11,940— $36.06万 新建仓
WM WASTE MANAGEMENT INC $36.15万0.15%1,622 1,622— $36.15万 新建仓
CMCSA COMCAST CORP $36.76万0.15%14,973 2,74922.5% $6.75万 加仓
AMAT APPLIED MATERIALS INC $36.95万0.15%511 511— $36.95万 新建仓
XLK STATE STREET TECHNOLOGY SELECT $37.19万0.16%1,952 -992-33.7% -$18.90万 减仓
CBRE CBRE GROUP INC $37.58万0.16%2,790 55424.8% $7.46万 加仓
T AT&T INC GLBL NT $38.02万0.16%18,368 6,04249.0% $12.51万 加仓
ETN EATON CORP PLC $38.86万0.16%912 912— $38.86万 新建仓
PFE PFIZER INC $39.24万0.16%16,295 -1,169-6.7% -$2.81万 减仓
SU SUNCOR ENERGY INC $39.38万0.17%7,336 7,336— $39.38万 新建仓
STT STATE STR CORP PERP $41.40万0.17%2,441 341.4% $5,766 加仓
GS GOLDMAN SACHS GROUP INC $41.57万0.17%411 411— $41.57万 新建仓
— STATE STREET INCOME ALLOCATION $41.70万0.17%12,146 00.0% — 不变
TFC TRUIST FINL CORP $42.54万0.18%8,538 1381.6% $6,875 加仓
UPS UNITED PARCEL SERVICE $42.97万0.18%3,997 1,01434.0% $10.90万 加仓
QQQ INVESCO QQQ TRUST $43.30万0.18%588 588— $43.30万 新建仓
IJH ISHARES CORE S&P MID-CAP (MKT) $43.88万0.18%5,691 -1,721-23.2% -$13.27万 减仓
PLTR PALANTIR TECHNOLOGIES INC $43.98万0.18%3,770 89631.2% $10.45万 加仓
ICE INTERCONTINENTALEXCHANGE GROUP $44.20万0.19%3,590 65922.5% $8.11万 加仓
RLY STATE STREET MULTI-ASSET REAL $44.87万0.19%13,003 00.0% — 不变
EOG EOG RES INC $45.20万0.19%3,484 651.9% $8,432 加仓
PFG PRINCIPAL FINANCIAL GROUP INC $46.09万0.19%4,276 2696.7% $2.90万 加仓
MFC MANULIFE FINANCIAL CORP $46.66万0.20%11,519 11,519— $46.66万 新建仓
BAC BANK OF AMERICA CORP $48.88万0.20%8,579 841.0% $4,786 加仓
MPC MARATHON PETE CORP $49.93万0.21%1,953 211.1% $5,369 加仓
TER TERADYNE INC $50.51万0.21%1,044 1,044— $50.51万 新建仓
MRK MERCK & CO INC $50.57万0.21%3,935 85627.8% $11.00万 加仓
EQIX EQUINIX INC SR GLBL NT $51.49万0.22%494 8320.2% $8.65万 加仓
ORCL ORACLE CORP SR $51.91万0.22%3,542 -383-9.8% -$5.61万 重新持有
IBM INTERNATIONAL BUSINESS MACHS $51.94万0.22%1,847 1,847— $51.94万 新建仓
MA MASTERCARD INC $52.18万0.22%1,016 18622.4% $9.55万 加仓
INTC INTEL CORP $52.69万0.22%3,774 3,774— $52.69万 新建仓
TGT TARGET CORP $54.42万0.23%4,167 4,167— $54.42万 新建仓
VTEB VANGUARD TAX-EXEMPT BOND ETF $55.52万0.23%10,976 10,976— $55.52万 新建仓
MNST MONSTER BEVERAGE CORP $56.95万0.24%5,925 1,08922.5% $10.47万 加仓
IWD ISHARES RUSSELL 1000 VALUE (MKT) $63.42万0.27%2,616 00.0% — 不变
WDC WESTERN DIGITAL CORP $63.43万0.27%993 18723.2% $11.94万 加仓
LHX L3HARRIS TECHNOLOGIES INC COM $66.08万0.28%2,274 26713.3% $7.76万 加仓
IWM ISHARES RUSSELL 2000 (MKT) $66.58万0.28%2,216 45625.9% $13.70万 重新持有
MTB M & T BK CORP DEP PF SRK $69.38万0.29%2,915 46919.2% $11.16万 加仓
QCOM QUALCOMM INC $70.09万0.29%3,793 1,10741.2% $20.46万 加仓
RL RALPH LAUREN CORP SR GLBL NT $70.89万0.30%1,766 -131-6.9% -$5.26万 减仓
EBAY EBAY INC $72.38万0.30%6,477 -985-13.2% -$11.01万 减仓
JNJ JOHNSON & JOHNSON $72.53万0.30%2,856 53423.0% $13.56万 加仓
KHC KRAFT HEINZ CO $74.32万0.31%31,464 1,3104.3% $3.09万 加仓
REET ISHARES GLOBAL REIT ETF $75.81万0.32%27,447 -354-1.3% -$9,778 减仓
TJX TJX COS INC NEW $75.98万0.32%5,015 79518.8% $12.04万 加仓