SECURITY NATIONAL BANK OF SO DAK
SIOUX CITY IA · SEC CIK 0001105909
$2.07亿2026Q1 申报市值
119持仓数
34.2%前十大占比 · 第一大 5.8%
13 / 6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+$1,198.24万
TGRW 新建仓+$45.53万
CGXU 新建仓+$43.72万
QGRO 新建仓+$39.16万
AMZN 加仓+$38.74万
2026Q1 卖出最多 按季末市值估算
VT 减仓-$135.93万
WMT 减仓-$35.05万
RTX 减仓-$32.93万
CMI 减仓-$32.28万
CVNA 清仓-$31.02万
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO NEW | $31.26万 | 0.15% | 3,927 | -1,430 | -26.7% | -$11.38万 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $31.16万 | 0.15% | 4,343 | 4,343 | — | $31.16万 | 新建仓 |
| DFLV | DIM US LARGE CAP VALUE ETF | $30.87万 | 0.15% | 8,645 | 8,645 | — | $30.87万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $30.54万 | 0.15% | 960 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTL STOCK ETF | $30.10万 | 0.15% | 3,904 | 3,904 | — | $30.10万 | 新建仓 |
| CHRW | CH ROBINSON WORLDWIDE INC | $28.23万 | 0.14% | 1,700 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $27.03万 | 0.13% | 3,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $26.80万 | 0.13% | 1,621 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL CAP 600 GRWT | $26.60万 | 0.13% | 1,838 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB US LARGE CAP VALUE | $26.51万 | 0.13% | 8,691 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $25.19万 | 0.12% | 2,620 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $23.98万 | 0.12% | 1,061 | -2 | -0.2% | -$452 | 重新持有 |
| DFIS | DIMENSIONAL INTERNATIONAL SM E | $23.78万 | 0.11% | 7,064 | 7,064 | — | $23.78万 | 新建仓 |
| TGT | TARGET CORP | $23.67万 | 0.11% | 1,953 | 1,953 | — | $23.67万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $23.33万 | 0.11% | 800 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $21.01万 | 0.10% | 597 | 597 | — | $21.01万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.70万 | 0.10% | 449 | 44 | 10.9% | $2.03万 | 加仓 |
| EMEQ | NOMURA FOCUSED EMERGING MARKET | $20.67万 | 0.10% | 4,583 | 4,583 | — | $20.67万 | 新建仓 |
| TMSL | T.ROWE PRC SMALL-MID CAP ETF | $20.27万 | 0.10% | 5,529 | 5,529 | — | $20.27万 | 新建仓 |
| CVNA | CARVANA CO CL A | $0 | 0.00% | 0 | -735 | -100.0% | -$31.02万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -867 | -100.0% | -$28.62万 | 清仓 |
| HEI | HEICO CORP | $0 | 0.00% | 0 | -847 | -100.0% | -$27.41万 | 清仓 |
| IWD | ISHARES RUSSELL 1000 VALUE IND | $0 | 0.00% | 0 | -1,214 | -100.0% | -$25.54万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -467 | -100.0% | -$24.41万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $0 | 0.00% | 0 | -774 | -100.0% | -$22.93万 | 清仓 |