SOUTHERN MICHIGAN BANK & TRUST
COLDWATER MI · SEC CIK 0001173227
$2.81亿2026Q2 申报市值
422持仓数
73.0%前十大占比 · 第一大 18.7%
20 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CAT 加仓+$104.57万
DE 加仓+$63.43万
SCHV 加仓+$63.21万
ADM 加仓+$36.67万
SCHG 加仓+$36.21万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$448.36万
VUG 减仓-$73.36万
VNQ 减仓-$59.71万
LLY 减仓-$35.02万
VTEB 减仓-$32.69万
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 |
|---|---|---|---|---|---|---|---|---|
| BNS | Bank of Nova Scotia Halifax ADR | $2.95万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments Inc | $2.98万 | 0.01% | 100 | -200 | -66.7% | -$5.96万 | 减仓 |
| NKE | Nike Inc | $3.04万 | 0.01% | 740 | 0 | 0.0% | — | 不变 |
| OSK | Oshkosh Corp | $3.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks Inc | $3.10万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| ORLY | O'Reilly Automotive Inc | $3.18万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Plc Ireland | $3.19万 | 0.01% | 256 | 17 | 7.1% | $2,116 | 加仓 |
| FBTC | Fidelity Wise Origin Bitcoin ETF | $3.26万 | 0.01% | 639 | -178 | -21.8% | -$9,087 | 减仓 |
| ZION | Zions Bancorporation N.A. | $3.29万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| STLD | Steel Dynamics Inc | $3.44万 | 0.01% | 150 | 100 | 200.0% | $2.29万 | 加仓 |
| GPC | Genuine Parts Co | $3.54万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $3.57万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| AON | Aon PLC ADR | $3.58万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| IRM | Iron Mountain Inc | $3.61万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| KHC | Kraft Heinz Co | $3.64万 | 0.01% | 1,539 | 0 | 0.0% | — | 不变 |
| CMG | Chipotle Mexican Grill Cl A | $3.74万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| ACGL | Arch Capital Group Ltd ADR | $3.83万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| TROW | T. Rowe Price Group Inc | $3.98万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corp | $4.01万 | 0.01% | 560 | -35 | -5.9% | -$2,506 | 减仓 |
| AA | Alcoa Corporation | $4.08万 | 0.01% | 782 | 0 | 0.0% | — | 不变 |
| LDOS | Leidos Holdings Inc | $4.12万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corp | $4.12万 | 0.01% | 166 | 33 | 24.8% | $8,196 | 加仓 |
| MNST | Monster Beverage Corp | $4.14万 | 0.01% | 431 | 0 | 0.0% | — | 不变 |
| CFG | Citizens Financial Group | $4.20万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ALB | Albemarle Corporation | $4.39万 | 0.02% | 325 | 0 | 0.0% | — | 不变 |
| AIG | American International Group Inc | $4.47万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy Inc | $4.54万 | 0.02% | 665 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $4.54万 | 0.02% | 632 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $4.55万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| IP | International Paper Co | $4.57万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric | $4.60万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix Inc | $4.61万 | 0.02% | 646 | -367 | -36.2% | -$2.62万 | 减仓 |
| STZ | Constellation Brands Inc Class A | $4.66万 | 0.02% | 335 | -15 | -4.3% | -$2,086 | 减仓 |
| PPL | PPL Corporation | $4.73万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| DVY | iShares Select Dividend ETF | $4.74万 | 0.02% | 303 | 0 | 0.0% | — | 不变 |
| DFAX | Dimensional ETF Trust World Ex U.S. Core Equity 2 | $4.79万 | 0.02% | 1,301 | 1,301 | — | $4.79万 | 新建仓 |
| VLUE | iShares MSCI USA Value Factor ETF | $4.80万 | 0.02% | 240 | 81 | 50.9% | $1.62万 | 加仓 |
| GLD | SPDR Gold Shares ETF | $4.90万 | 0.02% | 133 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company | $4.91万 | 0.02% | 227 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc | $5.06万 | 0.02% | 1,584 | 0 | 0.0% | — | 不变 |
| GM | General Motors Co | $5.13万 | 0.02% | 665 | 165 | 33.0% | $1.27万 | 加仓 |
| HSY | Hershey Co | $5.26万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $5.32万 | 0.02% | 225 | 0 | 0.0% | — | 不变 |
| NXST | Nexstar Media Group Inc | $5.36万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AZO | AutoZone Inc | $5.43万 | 0.02% | 17 | -1 | -5.6% | -$3,196 | 减仓 |
| LNC | Lincoln National Corp | $5.53万 | 0.02% | 1,565 | -160 | -9.3% | -$5,656 | 减仓 |
| AMT | American Tower Corp | $5.56万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| SRE | Sempra | $5.56万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| MDY | State Street SPDR S&P Mid Cap 400 ETF Trust | $5.63万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| ET | Energy Transfer LP | $5.74万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| FTV | Fortive Corp | $5.80万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc | $5.81万 | 0.02% | 100 | -77 | -43.5% | -$4.47万 | 减仓 |
| EW | Edwards Lifesciences Corp | $5.87万 | 0.02% | 649 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co | $5.88万 | 0.02% | 724 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv Inc | $5.89万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| IAU | Blackrock Institutional Trust Company N.A. Ishares Gold ETF | $5.90万 | 0.02% | 781 | 0 | 0.0% | — | 不变 |
| VMC | Vulcan Materials Co | $5.90万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| SNA | Snap-on Inc | $5.92万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| — | Capital Clean Energy Carriers Corp | $5.98万 | 0.02% | 2,800 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc. Ordinary Shares | $6.01万 | 0.02% | 265 | 0 | 0.0% | — | 不变 |
| HTO | H2O America | $6.08万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc | $6.16万 | 0.02% | 525 | 0 | 0.0% | — | 不变 |
| SPY | State Street SPDR S&P 500 ETF Trust | $6.20万 | 0.02% | 83 | -5 | -5.7% | -$3,734 | 减仓 |
| FDX | Fedex Corporation | $6.26万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $6.34万 | 0.02% | 175 | 25 | 16.7% | $9,053 | 加仓 |
| YUM | Yum Brands Inc | $6.39万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SCHF | Schwab Strategic Trust International Equity ETF | $6.42万 | 0.02% | 2,316 | 0 | 0.0% | — | 不变 |
| CSX | CSX Corp | $6.52万 | 0.02% | 1,371 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $6.56万 | 0.02% | 92 | 4 | 4.5% | $2,853 | 加仓 |
| UNH | Unitedhealth Group Inc | $6.57万 | 0.02% | 158 | 5 | 3.3% | $2,078 | 加仓 |
| MFC | Manulife Finl Corp | $6.68万 | 0.02% | 1,650 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $6.90万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| PEG | Public Service Enterprise Group | $7.10万 | 0.03% | 875 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc | $7.11万 | 0.03% | 609 | 337 | 123.9% | $3.93万 | 加仓 |
| RY | Royal Bank of Canada ADR | $7.37万 | 0.03% | 356 | 0 | 0.0% | — | 不变 |
| IJR | iShares Core S&P Small Cap ETF | $7.45万 | 0.03% | 502 | 0 | 0.0% | — | 不变 |
| DCI | Donaldson Co Inc | $7.45万 | 0.03% | 830 | 0 | 0.0% | — | 不变 |
| SPCX | Space Exploration Technologies Corp. | $7.69万 | 0.03% | 450 | 450 | — | $7.69万 | 新建仓 |
| MMM | 3M Company | $7.77万 | 0.03% | 480 | -325 | -40.4% | -$5.26万 | 减仓 |
| VTV | Vanguard Value ETF | $7.87万 | 0.03% | 361 | 0 | 0.0% | — | 不变 |
| HUM | Humana Inc | $7.94万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| VTR | Ventas Inc | $7.95万 | 0.03% | 895 | 0 | 0.0% | — | 不变 |
| EEM | iShares MSCI Emerging Markets ETF | $8.44万 | 0.03% | 1,234 | 0 | 0.0% | — | 不变 |
| UI | Ubiquiti Inc | $8.81万 | 0.03% | 165 | 0 | 0.0% | — | 不变 |
| DHI | D.R. Horton Inc | $8.96万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corp | $8.98万 | 0.03% | 411 | 21 | 5.4% | $4,587 | 加仓 |
| USB | U.S. Bancorp | $9.06万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickenson & Co | $9.26万 | 0.03% | 612 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp | $9.37万 | 0.03% | 492 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $9.39万 | 0.03% | 719 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $9.42万 | 0.03% | 3,910 | -700 | -15.2% | -$1.69万 | 减仓 |
| ON | On Semiconductor Corp | $9.45万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| AZN | Astrazeneca PLC ADR | $9.51万 | 0.03% | 509 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $9.62万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| ELV | Elevance Health Inc. | $9.67万 | 0.03% | 250 | -8 | -3.1% | -$3,094 | 减仓 |
| IVW | iShares S&P 500 Growth ETF | $9.82万 | 0.03% | 714 | 0 | 0.0% | — | 不变 |
| BHP | BHP Billiton LTD. ADR | $9.87万 | 0.04% | 1,185 | 1,000 | 540.5% | $8.33万 | 加仓 |
| CVX | Chevron Corporation | $9.90万 | 0.04% | 597 | 0 | 0.0% | — | 不变 |
| TRV | Travelers Companies Inc | $9.90万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| FTNT | Fortinet Inc | $9.99万 | 0.04% | 650 | 0 | 0.0% | — | 不变 |