SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
SIOUX CITY IA · SEC CIK 0000894309
$1.69亿2026Q1 申报市值
104持仓数
35.5%前十大占比 · 第一大 6.9%
17 / 3新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKMI 新建仓+$1,165.98万
CGXU 新建仓+$168.95万
TGRW 新建仓+$119.01万
QGRO 新建仓+$100.41万
AMZN 加仓+$65.77万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$98.28万
VT 清仓-$70.69万
GOOGL 减仓-$49.09万
LRCX 减仓-$29.63万
NUE 减仓-$29.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD TOT WORLD STK ETF | $0 | 0.00% | 0 | -5,011 | -100.0% | -$70.69万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -652 | -100.0% | -$22.57万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -2,632 | -100.0% | -$20.27万 | 清仓 |
| — | ONCOLYTICS BIOTECH INC | $2.82万 | 0.02% | 33,255 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $4.16万 | 0.02% | 26,650 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC CL A | $4.46万 | 0.03% | 33,000 | 0 | 0.0% | — | 不变 |
| — | COMPUGEN LTD | $5.33万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC - CLASS A | $21.04万 | 0.12% | 696 | -15 | -2.1% | -$4,534 | 减仓 |
| DE | DEERE & CO | $22.19万 | 0.13% | 394 | 394 | — | $22.19万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW | $22.42万 | 0.13% | 225 | 225 | — | $22.42万 | 新建仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SM E | $23.70万 | 0.14% | 7,038 | 7,038 | — | $23.70万 | 新建仓 |
| VBR | VANGUARD SMALL-CAP VALUE ETF | $25.33万 | 0.15% | 1,166 | 1,166 | — | $25.33万 | 新建仓 |
| TMSL | T.ROWE PRC SMALL-MID CAP ETF | $25.45万 | 0.15% | 6,939 | 6,939 | — | $25.45万 | 新建仓 |
| GLW | CORNING INC | $25.56万 | 0.15% | 1,880 | 1,880 | — | $25.56万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $26.32万 | 0.16% | 4,050 | 4,050 | — | $26.32万 | 新建仓 |
| XLK | STATE STREET TECHNOLOGY SELECT | $26.58万 | 0.16% | 2,000 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC CL A | $27.08万 | 0.16% | 2,100 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $27.68万 | 0.16% | 965 | -80 | -7.7% | -$2.29万 | 减仓 |
| DVY | ISHARES DOW JONES SELECT DIV I | $28.84万 | 0.17% | 1,905 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $29.07万 | 0.17% | 1,110 | 187 | 20.3% | $4.90万 | 加仓 |
| META | META PLATFORMS, INC | $32.61万 | 0.19% | 570 | -50 | -8.1% | -$2.86万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HI | $33.11万 | 0.20% | 3,459 | 316 | 10.1% | $3.02万 | 加仓 |
| SCHD | SCHWAB US DVD EQUITY ETF | $33.53万 | 0.20% | 10,930 | -140 | -1.3% | -$4,295 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $34.47万 | 0.20% | 530 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $34.87万 | 0.21% | 6,451 | 1,043 | 19.3% | $5.64万 | 加仓 |
| — | ELECTRONIC ARTS INC | $35.05万 | 0.21% | 1,719 | -200 | -10.4% | -$4.08万 | 减仓 |
| VO | VANGUARD MID CAP ETF | $36.64万 | 0.22% | 1,276 | 1,276 | — | $36.64万 | 新建仓 |
| ORI | OLD REP INTL CORP | $36.97万 | 0.22% | 9,265 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $38.25万 | 0.23% | 5,970 | -400 | -6.3% | -$2.56万 | 减仓 |
| EMEQ | NOMURA FOCUSED EMERGING MARKET | $39.38万 | 0.23% | 8,732 | 8,732 | — | $39.38万 | 新建仓 |
| MRK | MERCK & CO INC NEW | $39.56万 | 0.23% | 3,289 | -113 | -3.3% | -$1.36万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $40.40万 | 0.24% | 4,555 | 2,271 | 99.4% | $20.14万 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $40.69万 | 0.24% | 5,671 | 5,671 | — | $40.69万 | 新建仓 |
| DFLV | DIM US LARGE CAP VALUE ETF | $41.49万 | 0.25% | 11,618 | 11,618 | — | $41.49万 | 新建仓 |
| NVDA | NVIDIA CORP | $42.12万 | 0.25% | 2,415 | -50 | -2.0% | -$8,720 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $45.24万 | 0.27% | 6,304 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $46.32万 | 0.27% | 17,761 | -1,528 | -7.9% | -$3.99万 | 减仓 |
| MUNI | PIMCO INTERMEDIATE MUNI BOND E | $56.37万 | 0.33% | 10,800 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE ETF | $58.19万 | 0.34% | 2,966 | 872 | 41.6% | $17.11万 | 加仓 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $59.97万 | 0.35% | 7,777 | 7,777 | — | $59.97万 | 新建仓 |
| FTV | FORTIVE CORP | $60.27万 | 0.36% | 10,902 | 157 | 1.5% | $8,679 | 加仓 |
| FNDF | SCHWAB FNDMN INTL LRG CO ETF | $65.52万 | 0.39% | 13,390 | 13,390 | — | $65.52万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $68.05万 | 0.40% | 1,126 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $69.28万 | 0.41% | 19,405 | -1,455 | -7.0% | -$5.19万 | 减仓 |
| CAT | CATERPILLAR INC | $72.97万 | 0.43% | 1,030 | -34 | -3.2% | -$2.41万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $80.61万 | 0.48% | 10,947 | 668 | 6.5% | $4.92万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $81.27万 | 0.48% | 1,360 | 953 | 234.2% | $56.95万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $84.05万 | 0.50% | 8,713 | 1,413 | 19.4% | $13.63万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $84.74万 | 0.50% | 1,940 | 733 | 60.7% | $32.02万 | 加仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY | $100.41万 | 0.59% | 9,560 | 9,560 | — | $100.41万 | 新建仓 |
| PYPL | PAYPAL HOLDINGS INC | $103.37万 | 0.61% | 22,854 | 1,467 | 6.9% | $6.64万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY | $104.57万 | 0.62% | 10,398 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA CO | $106.07万 | 0.63% | 13,947 | -306 | -2.1% | -$2.33万 | 减仓 |
| TGRW | T ROWE PRICE GROWTH STOCK ETF | $119.01万 | 0.70% | 29,387 | 29,387 | — | $119.01万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $123.56万 | 0.73% | 4,747 | -115 | -2.4% | -$2.99万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $125.69万 | 0.74% | 12,866 | 583 | 4.7% | $5.70万 | 加仓 |
| VGT | VANGUARD INFO TECH ETF | $130.26万 | 0.77% | 1,867 | 292 | 18.5% | $20.37万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $132.41万 | 0.78% | 46,120 | -665 | -1.4% | -$1.91万 | 减仓 |
| JEPI | JP MORGAN EQUITY PREMIUM ETF | $134.70万 | 0.80% | 23,765 | 120 | 0.5% | $6,802 | 加仓 |
| VLTO | VERALTO CORPORATION | $136.65万 | 0.81% | 15,455 | -307 | -1.9% | -$2.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $137.61万 | 0.81% | 16,146 | -105 | -0.6% | -$8,949 | 减仓 |
| SNA | SNAP-ON INC | $138.10万 | 0.82% | 3,802 | -104 | -2.7% | -$3.78万 | 减仓 |
| TKR | TIMKEN CO | $139.95万 | 0.83% | 13,916 | -1,243 | -8.2% | -$12.50万 | 减仓 |
| PEP | PEPSICO INC | $142.87万 | 0.84% | 9,200 | -79 | -0.9% | -$1.23万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $156.15万 | 0.92% | 25,452 | 570 | 2.3% | $3.50万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $156.15万 | 0.92% | 9,248 | -459 | -4.7% | -$7.75万 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $156.79万 | 0.93% | 17,394 | 990 | 6.0% | $8.92万 | 加仓 |
| SLB | SLB LIMITED | $158.88万 | 0.94% | 30,917 | -1,632 | -5.0% | -$8.39万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDING CO | $163.39万 | 0.97% | 20,940 | 358 | 1.7% | $2.79万 | 加仓 |
| DHR | DANAHER CORP | $164.52万 | 0.97% | 8,677 | -229 | -2.6% | -$4.34万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS | $168.95万 | 1.00% | 57,290 | 57,290 | — | $168.95万 | 新建仓 |
| NKE | NIKE INC CL B | $172.88万 | 1.02% | 32,730 | 953 | 3.0% | $5.03万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $180.41万 | 1.07% | 14,174 | -431 | -3.0% | -$5.49万 | 减仓 |
| ABT | ABBOTT LABS | $184.58万 | 1.09% | 17,978 | 853 | 5.0% | $8.76万 | 加仓 |
| AMZN | AMAZON COM INC | $184.71万 | 1.09% | 8,869 | 3,158 | 55.3% | $65.77万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $185.83万 | 1.10% | 10,929 | -31 | -0.3% | -$5,271 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $188.90万 | 1.12% | 9,297 | -40 | -0.4% | -$8,127 | 减仓 |
| LIN | LINDE PLC | $190.62万 | 1.13% | 3,845 | -157 | -3.9% | -$7.78万 | 减仓 |
| WAB | WABTEC CORP | $197.45万 | 1.17% | 7,901 | -348 | -4.2% | -$8.70万 | 减仓 |
| O | REALTY INCOME CORP | $203.28万 | 1.20% | 33,226 | -2,539 | -7.1% | -$15.53万 | 减仓 |
| HD | HOME DEPOT INC | $203.39万 | 1.20% | 6,184 | -163 | -2.6% | -$5.36万 | 减仓 |
| UNP | UNION PAC CORP | $203.46万 | 1.20% | 8,386 | -240 | -2.8% | -$5.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $206.62万 | 1.22% | 7,024 | -56 | -0.8% | -$1.65万 | 减仓 |
| NUE | NUCOR CORP | $208.04万 | 1.23% | 12,303 | -1,717 | -12.2% | -$29.03万 | 减仓 |
| RTX | RTX CORP | $216.36万 | 1.28% | 11,216 | -635 | -5.4% | -$12.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $237.43万 | 1.40% | 47,297 | 47 | 0.1% | $2,359 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $244.08万 | 1.44% | 13,544 | -781 | -5.5% | -$14.07万 | 减仓 |
| QCOM | QUALCOMM INC | $247.77万 | 1.46% | 19,240 | -73 | -0.4% | -$9,401 | 减仓 |
| STT | STATE STR CORP | $248.63万 | 1.47% | 19,645 | -933 | -4.5% | -$11.81万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MKTS E | $259.58万 | 1.53% | 40,509 | 5,746 | 16.5% | $36.82万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $259.97万 | 1.54% | 16,716 | -249 | -1.5% | -$3.87万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION | $269.08万 | 1.59% | 12,594 | -1,387 | -9.9% | -$29.63万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $295.83万 | 1.75% | 14,153 | -175 | -1.2% | -$3.66万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC. | $305.88万 | 1.81% | 6,223 | -266 | -4.1% | -$13.07万 | 减仓 |
| CMI | CUMMINS INC | $314.90万 | 1.86% | 5,853 | -532 | -8.3% | -$28.62万 | 减仓 |
| ABBV | ABBVIE INC | $325.56万 | 1.92% | 14,969 | -363 | -2.4% | -$7.89万 | 减仓 |
| ORCL | ORACLE CORP | $329.66万 | 1.95% | 22,409 | 190 | 0.9% | $2.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $348.69万 | 2.06% | 14,265 | -322 | -2.2% | -$7.87万 | 减仓 |
| AFL | AFLAC INC | $349.08万 | 2.06% | 31,818 | -708 | -2.2% | -$7.77万 | 减仓 |
| — | EXXON MOBIL CORP | $440.54万 | 2.60% | 25,966 | -1,349 | -4.9% | -$22.89万 | 减仓 |