MOODY NATIONAL BANK TRUST DIVISION
GALVESTON TX · SEC CIK 0001092903
$10.50亿2026Q1 申报市值
501持仓数
34.6%前十大占比 · 第一大 6.8%
38 / 36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
VEA 加仓+$2,986.78万
VWO 加仓+$723.27万
SPY 加仓+$683.18万
VUSB 新建仓+$206.08万
TDI 加仓+$200.22万
2026Q1 卖出最多 按季末市值估算
SLNZ 清仓-$736.25万
FANG 清仓-$605.08万
ODD 清仓-$393.73万
C 减仓-$188.66万
ZETA 减仓-$181.55万
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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK AMERICA CORP | $342.81万 | 0.33% | 70,321 | -32 | -0.0% | -$1,560 | 减仓 |
| HD | HOME DEPOT INC | $371.68万 | 0.35% | 11,301 | -37 | -0.3% | -$1.22万 | 减仓 |
| MRX | MAREX GROUP PLC | $386.20万 | 0.37% | 86,630 | -11,600 | -11.8% | -$51.71万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $390.47万 | 0.37% | 115,319 | 5,934 | 5.4% | $20.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $412.06万 | 0.39% | 19,916 | 261 | 1.3% | $5.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $429.16万 | 0.41% | 4,307 | 71 | 1.7% | $7.07万 | 加仓 |
| ACWI | ISHARES TR | $452.86万 | 0.43% | 32,728 | 0 | 0.0% | — | 不变 |
| PRCH | PORCH GROUP INC | $471.18万 | 0.45% | 657,152 | 63,322 | 10.7% | $45.40万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $492.25万 | 0.47% | 20,092 | 4,450 | 28.4% | $109.03万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $565.65万 | 0.54% | 116,532 | 8,119 | 7.5% | $39.41万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $569.35万 | 0.54% | 14,445 | -350 | -2.4% | -$13.80万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $572.73万 | 0.55% | 87,467 | 1,027 | 1.2% | $6.72万 | 加仓 |
| WMT | WALMART INC | $591.55万 | 0.56% | 47,598 | -73 | -0.2% | -$9,072 | 减仓 |
| IEFA | ISHARES TR | $623.81万 | 0.59% | 68,906 | 2,561 | 3.9% | $23.18万 | 加仓 |
| LLY | ELI LILLY & CO | $625.26万 | 0.60% | 6,798 | -158 | -2.3% | -$14.53万 | 减仓 |
| MOD | MODINE MFG CO | $641.83万 | 0.61% | 29,617 | 7,420 | 33.4% | $160.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $667.48万 | 0.64% | 22,691 | 95 | 0.4% | $2.79万 | 加仓 |
| — | PGIM ETF TR | $674.50万 | 0.64% | 138,484 | 8,529 | 6.6% | $41.54万 | 加仓 |
| IJR | ISHARES TR | $678.56万 | 0.65% | 54,586 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $681.33万 | 0.65% | 14,218 | -147 | -1.0% | -$7.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $696.87万 | 0.66% | 28,509 | -359 | -1.2% | -$8.78万 | 减仓 |
| TSLA | TESLA INC | $699.08万 | 0.67% | 18,805 | -317 | -1.7% | -$11.78万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $725.57万 | 0.69% | 145,433 | 17,649 | 13.8% | $88.05万 | 加仓 |
| USRT | ISHARES TR | $768.57万 | 0.73% | 129,848 | 1,089 | 0.8% | $6.45万 | 加仓 |
| GOOG | ALPHABET INC | $780.60万 | 0.74% | 27,212 | -906 | -3.2% | -$25.99万 | 减仓 |
| V | VISA INC | $809.19万 | 0.77% | 26,773 | 76 | 0.3% | $2.30万 | 加仓 |
| — | EXXON MOBIL CORP | $834.63万 | 0.79% | 49,194 | -250 | -0.5% | -$4.24万 | 减仓 |
| META | META PLATFORMS INC | $1,056.61万 | 1.01% | 18,468 | 221 | 1.2% | $12.64万 | 加仓 |
| AVGO | BROADCOM INC | $1,275.03万 | 1.21% | 41,195 | -413 | -1.0% | -$12.78万 | 减仓 |
| IWR | ISHARES TR | $1,328.27万 | 1.26% | 136,611 | -1,036 | -0.8% | -$10.07万 | 减仓 |
| GOOGL | ALPHABET INC | $1,407.63万 | 1.34% | 48,951 | -1,560 | -3.1% | -$44.86万 | 减仓 |
| AMZN | AMAZON COM INC | $1,565.96万 | 1.49% | 75,189 | 1,151 | 1.6% | $23.97万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,648.47万 | 1.57% | 84,020 | 3,006 | 3.7% | $58.98万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $2,031.34万 | 1.93% | 202,789 | 9,629 | 5.0% | $96.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,196.77万 | 2.09% | 59,345 | 102 | 0.2% | $3.78万 | 加仓 |
| AAPL | APPLE INC | $2,809.99万 | 2.68% | 110,721 | -90 | -0.1% | -$2.28万 | 减仓 |
| IVV | ISHARES TR | $2,873.14万 | 2.74% | 43,985 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,954.36万 | 2.81% | 45,428 | 10,505 | 30.1% | $683.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,015.31万 | 2.87% | 557,875 | 133,815 | 31.6% | $723.27万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3,395.70万 | 3.23% | 165,000 | 4,180 | 2.6% | $86.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,628.27万 | 3.45% | 208,043 | -197 | -0.1% | -$3.44万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,309.35万 | 6.01% | 105,587 | 2,883 | 2.8% | $172.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,121.33万 | 6.78% | 1,111,319 | 466,102 | 72.2% | $2,986.78万 | 加仓 |