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 |
|---|---|---|---|---|---|---|---|---|
| WMT | Walmart Inc | $60.41万 | 0.21% | 5,334 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $68.08万 | 0.24% | 9,462 | 1,903 | 25.2% | $13.69万 | 加仓 |
| ABT | Abbott Laboratories | $72.14万 | 0.26% | 7,950 | -336 | -4.1% | -$3.05万 | 减仓 |
| CIEN | Ciena Corp | $73.58万 | 0.26% | 1,500 | 0 | 0.0% | — | 不变 |
| LRCX | Lam Research Corp | $75.88万 | 0.27% | 1,751 | 113 | 6.9% | $4.90万 | 加仓 |
| LLY | Lilly Eli & Co | $76.76万 | 0.27% | 640 | -292 | -31.3% | -$35.02万 | 减仓 |
| JPM | JP Morgan Chase & Co | $82.78万 | 0.29% | 2,529 | 403 | 19.0% | $13.19万 | 加仓 |
| AMAT | Applied Materials Inc | $82.86万 | 0.29% | 1,146 | 76 | 7.1% | $5.49万 | 加仓 |
| GD | General Dynamics Corp | $84.52万 | 0.30% | 2,386 | -10 | -0.4% | -$3,542 | 减仓 |
| IJH | iShares Core S&P Mid Cap ETF | $87.53万 | 0.31% | 11,351 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corp | $87.67万 | 0.31% | 3,223 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $91.58万 | 0.33% | 9,568 | -45 | -0.5% | -$4,307 | 减仓 |
| HD | Home Depot Inc | $91.73万 | 0.33% | 2,601 | -75 | -2.8% | -$2.65万 | 减仓 |
| MA | Mastercard Inc | $93.42万 | 0.33% | 1,819 | -41 | -2.2% | -$2.11万 | 减仓 |
| MCD | McDonalds Corp | $96.12万 | 0.34% | 3,556 | -135 | -3.7% | -$3.65万 | 减仓 |
| DE | Deere & Co | $101.62万 | 0.36% | 1,602 | 1,000 | 166.1% | $63.43万 | 加仓 |
| MU | Micron Technology Inc | $102.04万 | 0.36% | 884 | 60 | 7.3% | $6.93万 | 加仓 |
| NSC | Norfolk Southern Corp | $102.21万 | 0.36% | 3,249 | -5 | -0.2% | -$1,573 | 减仓 |
| PG | Procter & Gamble Co | $103.43万 | 0.37% | 7,053 | -115 | -1.6% | -$1.69万 | 减仓 |
| SYK | Stryker Corporation | $104.34万 | 0.37% | 3,314 | -7 | -0.2% | -$2,204 | 减仓 |
| CSCO | Cisco Systems Inc | $113.25万 | 0.40% | 9,642 | -78 | -0.8% | -$9,162 | 减仓 |
| META | Meta Platforms Inc | $127.98万 | 0.45% | 2,272 | 143 | 6.7% | $8.06万 | 加仓 |
| COST | Costco Wholesale Corporation | $142.28万 | 0.51% | 1,521 | -78 | -4.9% | -$7.30万 | 减仓 |
| JNJ | Johnson & Johnson | $147.15万 | 0.52% | 5,794 | -27 | -0.5% | -$6,857 | 减仓 |
| AVGO | Broadcom Inc | $152.46万 | 0.54% | 4,036 | 173 | 4.5% | $6.54万 | 加仓 |
| V | Visa Inc | $153.88万 | 0.55% | 4,485 | -55 | -1.2% | -$1.89万 | 减仓 |
| IWD | iShares Russell 1000 Value ETF | $167.30万 | 0.59% | 6,901 | 674 | 10.8% | $16.34万 | 加仓 |
| GOOG | Alphabet Inc Class C | $193.73万 | 0.69% | 5,483 | -20 | -0.4% | -$7,067 | 减仓 |
| MSFT | Microsoft Corp | $199.08万 | 0.71% | 5,337 | 98 | 1.9% | $3.66万 | 加仓 |
| ABBV | Abbvie Inc. | $237.67万 | 0.84% | 9,445 | -92 | -1.0% | -$2.32万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $246.30万 | 0.88% | 19,836 | 1,088 | 5.8% | $13.51万 | 加仓 |
| SDY | State Street SPDR S&P Dividend ETF | $257.50万 | 0.92% | 16,921 | -361 | -2.1% | -$5.49万 | 减仓 |
| AMZN | Amazon.com Inc | $306.36万 | 1.09% | 12,854 | -125 | -1.0% | -$2.98万 | 减仓 |
| CAT | Caterpillar Inc | $351.63万 | 1.25% | 3,302 | 982 | 42.3% | $104.57万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $458.58万 | 1.63% | 12,832 | -596 | -4.4% | -$21.30万 | 减仓 |
| — | Armstrong Global Holding Inc. Series A | $478.52万 | 1.70% | 47,852 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $679.88万 | 2.42% | 23,496 | -69 | -0.3% | -$2.00万 | 减仓 |
| NVDA | NVIDIA Corp | $705.56万 | 2.51% | 35,262 | 1,145 | 3.4% | $22.91万 | 加仓 |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | $1,016.41万 | 3.61% | 338,691 | 1,188 | 0.4% | $3.57万 | 加仓 |
| VO | Vanguard Mid Cap ETF | $2,079.58万 | 7.39% | 258,108 | 1,480 | 0.6% | $11.92万 | 加仓 |
| GVI | iShares Intermediate Govt Credit Bond ETF | $2,990.99万 | 10.63% | 281,916 | 474 | 0.2% | $5.03万 | 加仓 |
| BIV | Vanguard Intermediate Term Bond ETF | $3,327.57万 | 11.83% | 433,842 | 69 | 0.0% | $5,292 | 加仓 |
| SCHV | Schwab U.S. Large Cap Value ETF | $3,549.87万 | 12.62% | 1,019,784 | 18,159 | 1.8% | $63.21万 | 加仓 |
| SCHG | Schwab U.S. Large Cap Growth ETF | $5,256.34万 | 18.69% | 1,553,292 | 10,699 | 0.7% | $36.21万 | 加仓 |