CAPE ANN SAVINGS BANK
GLOUCESTER MA · SEC CIK 0000936938
$1.99亿2026Q1 申报市值
121持仓数
50.2%前十大占比 · 第一大 11.0%
14 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IJR 加仓+$130.67万
IEMG 加仓+$92.04万
VYMI 新建仓+$86.38万
IJH 加仓+$75.23万
ETN 新建仓+$57.41万
2026Q1 卖出最多 按季末市值估算
AMAT 减仓-$108.62万
IAU 减仓-$102.36万
EOG 减仓-$37.52万
GOOGL 减仓-$32.38万
VWO 减仓-$27.07万
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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TR | $27.10万 | 0.14% | 4,772 | 85 | 1.8% | $4,827 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $25.26万 | 0.13% | 1,243 | -8 | -0.6% | -$1,625 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $24.96万 | 0.13% | 3,470 | -200 | -5.4% | -$1.44万 | 减仓 |
| IVE | ISHARES TR | $24.83万 | 0.12% | 1,176 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $24.42万 | 0.12% | 1,288 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQ | $24.27万 | 0.12% | 7,910 | 7,910 | — | $24.27万 | 新建仓 |
| DES | WISDOMTREE TR | $24.16万 | 0.12% | 6,721 | 607 | 9.9% | $2.18万 | 加仓 |
| MA | MASTERCARD INC | $24.03万 | 0.12% | 481 | 100 | 26.2% | $5.00万 | 加仓 |
| CAT | CATERPILLAR INC | $23.73万 | 0.12% | 335 | 335 | — | $23.73万 | 新建仓 |
| GE | GENERAL AEROSPACE | $23.72万 | 0.12% | 836 | 836 | — | $23.72万 | 新建仓 |
| — | PUTNAM ETF TRUST | $23.48万 | 0.12% | 30,139 | 30,139 | — | $23.48万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.31万 | 0.11% | 4,444 | 4,444 | — | $22.31万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.94万 | 0.11% | 510 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY | $21.74万 | 0.11% | 2,195 | -235 | -9.7% | -$2.33万 | 重新持有 |
| LOW | LOWE'S COMPANIES INC | $21.48万 | 0.11% | 909 | 909 | — | $21.48万 | 新建仓 |
| TD | TORONTO-DOMINION BANK | $21.03万 | 0.11% | 2,254 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.45万 | 0.10% | 7,054 | 7,054 | — | $20.45万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR XLC | $20.30万 | 0.10% | 1,831 | -1 | -0.1% | -$111 | 减仓 |
| IWV | ISHARES RUSSELL 3000 INDEX FUND | $20.02万 | 0.10% | 540 | -185 | -25.5% | -$6.86万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $14.84万 | 0.07% | 16,548 | 16,548 | — | $14.84万 | 新建仓 |
| — | AXIAM, INC. | $100 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,870 | -100.0% | -$26.90万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | -1,685 | -100.0% | -$22.39万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -670 | -100.0% | -$22.12万 | 清仓 |