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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| BIV | Vanguard Intermediate Term Bond ETF | $3,327.57万 | 11.83% | 433,842 | 69 | 0.0% | $5,292 | 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 |
| VO | Vanguard Mid Cap ETF | $2,079.58万 | 7.39% | 258,108 | 1,480 | 0.6% | $11.92万 | 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 |
| NVDA | NVIDIA Corp | $705.56万 | 2.51% | 35,262 | 1,145 | 3.4% | $22.91万 | 加仓 |
| AAPL | Apple Inc | $679.88万 | 2.42% | 23,496 | -69 | -0.3% | -$2.00万 | 减仓 |
| — | Armstrong Global Holding Inc. Series A | $478.52万 | 1.70% | 47,852 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Inc Class A | $458.58万 | 1.63% | 12,832 | -596 | -4.4% | -$21.30万 | 减仓 |
| CAT | Caterpillar Inc | $351.63万 | 1.25% | 3,302 | 982 | 42.3% | $104.57万 | 加仓 |
| AMZN | Amazon.com Inc | $306.36万 | 1.09% | 12,854 | -125 | -1.0% | -$2.98万 | 减仓 |
| SDY | State Street SPDR S&P Dividend ETF | $257.50万 | 0.92% | 16,921 | -361 | -2.1% | -$5.49万 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $246.30万 | 0.88% | 19,836 | 1,088 | 5.8% | $13.51万 | 加仓 |
| ABBV | Abbvie Inc. | $237.67万 | 0.84% | 9,445 | -92 | -1.0% | -$2.32万 | 减仓 |
| MSFT | Microsoft Corp | $199.08万 | 0.71% | 5,337 | 98 | 1.9% | $3.66万 | 加仓 |
| GOOG | Alphabet Inc Class C | $193.73万 | 0.69% | 5,483 | -20 | -0.4% | -$7,067 | 减仓 |
| IWD | iShares Russell 1000 Value ETF | $167.30万 | 0.59% | 6,901 | 674 | 10.8% | $16.34万 | 加仓 |
| V | Visa Inc | $153.88万 | 0.55% | 4,485 | -55 | -1.2% | -$1.89万 | 减仓 |
| AVGO | Broadcom Inc | $152.46万 | 0.54% | 4,036 | 173 | 4.5% | $6.54万 | 加仓 |
| JNJ | Johnson & Johnson | $147.15万 | 0.52% | 5,794 | -27 | -0.5% | -$6,857 | 减仓 |
| COST | Costco Wholesale Corporation | $142.28万 | 0.51% | 1,521 | -78 | -4.9% | -$7.30万 | 减仓 |
| META | Meta Platforms Inc | $127.98万 | 0.45% | 2,272 | 143 | 6.7% | $8.06万 | 加仓 |
| CSCO | Cisco Systems Inc | $113.25万 | 0.40% | 9,642 | -78 | -0.8% | -$9,162 | 减仓 |
| SYK | Stryker Corporation | $104.34万 | 0.37% | 3,314 | -7 | -0.2% | -$2,204 | 减仓 |
| PG | Procter & Gamble Co | $103.43万 | 0.37% | 7,053 | -115 | -1.6% | -$1.69万 | 减仓 |
| NSC | Norfolk Southern Corp | $102.21万 | 0.36% | 3,249 | -5 | -0.2% | -$1,573 | 减仓 |
| MU | Micron Technology Inc | $102.04万 | 0.36% | 884 | 60 | 7.3% | $6.93万 | 加仓 |
| DE | Deere & Co | $101.62万 | 0.36% | 1,602 | 1,000 | 166.1% | $63.43万 | 加仓 |
| MCD | McDonalds Corp | $96.12万 | 0.34% | 3,556 | -135 | -3.7% | -$3.65万 | 减仓 |
| MA | Mastercard Inc | $93.42万 | 0.33% | 1,819 | -41 | -2.2% | -$2.11万 | 减仓 |
| HD | Home Depot Inc | $91.73万 | 0.33% | 2,601 | -75 | -2.8% | -$2.65万 | 减仓 |
| SO | Southern Co | $91.58万 | 0.33% | 9,568 | -45 | -0.5% | -$4,307 | 减仓 |
| UNP | Union Pacific Corp | $87.67万 | 0.31% | 3,223 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Mid Cap ETF | $87.53万 | 0.31% | 11,351 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $84.52万 | 0.30% | 2,386 | -10 | -0.4% | -$3,542 | 减仓 |
| AMAT | Applied Materials Inc | $82.86万 | 0.29% | 1,146 | 76 | 7.1% | $5.49万 | 加仓 |
| JPM | JP Morgan Chase & Co | $82.78万 | 0.29% | 2,529 | 403 | 19.0% | $13.19万 | 加仓 |
| LLY | Lilly Eli & Co | $76.76万 | 0.27% | 640 | -292 | -31.3% | -$35.02万 | 减仓 |
| LRCX | Lam Research Corp | $75.88万 | 0.27% | 1,751 | 113 | 6.9% | $4.90万 | 加仓 |
| CIEN | Ciena Corp | $73.58万 | 0.26% | 1,500 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $72.14万 | 0.26% | 7,950 | -336 | -4.1% | -$3.05万 | 减仓 |
| MO | Altria Group Inc | $68.08万 | 0.24% | 9,462 | 1,903 | 25.2% | $13.69万 | 加仓 |
| WMT | Walmart Inc | $60.41万 | 0.21% | 5,334 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $60.28万 | 0.21% | 4,691 | 2,100 | 81.0% | $26.99万 | 加仓 |
| ETN | Eaton Corp PLC ADR | $55.27万 | 0.20% | 1,297 | -515 | -28.4% | -$21.95万 | 减仓 |
| VNQ | Vanguard Real Estate Index Fund ETF | $54.73万 | 0.19% | 5,676 | -6,192 | -52.2% | -$59.71万 | 减仓 |
| PM | Philip Morris International Inc | $52.08万 | 0.19% | 2,879 | -87 | -2.9% | -$1.57万 | 减仓 |
| VTEB | Vanguard Tax Exempt Bond ETF | $51.22万 | 0.18% | 10,127 | -6,463 | -39.0% | -$32.69万 | 减仓 |
| — | Exxon Mobil Corp | $50.89万 | 0.18% | 3,722 | -152 | -3.9% | -$2.08万 | 减仓 |
| QCOM | Qualcomm Inc | $47.88万 | 0.17% | 2,591 | -10 | -0.4% | -$1,848 | 减仓 |
| IWM | iShares Russell 2000 ETF | $44.23万 | 0.16% | 1,472 | 0 | 0.0% | — | 不变 |
| SHW | Sherwin-Williams Co | $43.45万 | 0.15% | 1,262 | -65 | -4.9% | -$2.24万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Class B | $40.78万 | 0.14% | 815 | 262 | 47.4% | $13.11万 | 加仓 |
| ADM | Archer Daniels Midland Co | $39.73万 | 0.14% | 5,200 | 4,800 | 1,200.0% | $36.67万 | 加仓 |
| BKNG | Booking Holdings Inc | $38.95万 | 0.14% | 2,185 | 10 | 0.5% | $1,782 | 加仓 |
| LMT | Lockheed Martin Corp | $38.77万 | 0.14% | 761 | -1 | -0.1% | -$509 | 减仓 |
| DON | WisdomTree US Mid Cap Dividend Fd ETF | $38.13万 | 0.14% | 6,747 | -381 | -5.3% | -$2.15万 | 减仓 |
| PEP | Pepsico Inc | $37.80万 | 0.13% | 2,792 | -639 | -18.6% | -$8.65万 | 减仓 |
| GLW | Corning, Inc. | $37.73万 | 0.13% | 1,477 | -34 | -2.3% | -$8,685 | 减仓 |
| DOV | Dover Corp | $37.54万 | 0.13% | 1,674 | -138 | -7.6% | -$3.10万 | 减仓 |
| CNI | Canadian National Railway Co ADR | $35.82万 | 0.13% | 3,004 | -87 | -2.8% | -$1.04万 | 减仓 |
| NEE | Nextera Energy Inc | $35.34万 | 0.13% | 4,027 | -17 | -0.4% | -$1,492 | 减仓 |
| NOC | Northup Grumman Corp | $33.31万 | 0.12% | 654 | 0 | 0.0% | — | 不变 |
| RIO | Rio Tinto Plc | $33.29万 | 0.12% | 3,507 | 3,500 | 50,000.0% | $33.23万 | 加仓 |
| BTI | British American TobaccoPLC ADR | $31.50万 | 0.11% | 5,100 | 5,100 | — | $31.50万 | 新建仓 |
| KR | Kroger Co | $30.37万 | 0.11% | 5,470 | -200 | -3.5% | -$1.11万 | 减仓 |
| WMB | Williams Cos Inc | $29.62万 | 0.11% | 3,985 | -50 | -1.2% | -$3,717 | 减仓 |
| INTC | Intel Corp | $29.34万 | 0.10% | 2,101 | 372 | 21.5% | $5.19万 | 加仓 |
| AMP | Ameriprise Financial Inc | $28.67万 | 0.10% | 625 | 0 | 0.0% | — | 不变 |
| COP | Conoco Phillips | $26.53万 | 0.09% | 2,552 | -306 | -10.7% | -$3.18万 | 减仓 |
| OEF | iShares S&P 100 ETF | $25.87万 | 0.09% | 707 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corp | $25.71万 | 0.09% | 1,355 | -75 | -5.2% | -$1.42万 | 减仓 |
| — | 27 Percent of Bracy & Jahr, Inc | $25.11万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| DES | WisdomTree US Small Cap Dividend Fd ETF | $25.03万 | 0.09% | 6,152 | 14 | 0.2% | $570 | 加仓 |
| VB | Vanguard Small Cap ETF | $24.31万 | 0.09% | 802 | 0 | 0.0% | — | 不变 |
| LHX | L3Harris Technologies Inc | $23.92万 | 0.09% | 823 | 0 | 0.0% | — | 不变 |
| WSM | Williams-Sonoma Inc | $23.31万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp | $22.67万 | 0.08% | 300 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corp | $22.22万 | 0.08% | 2,148 | -78 | -3.5% | -$8,069 | 减仓 |
| HON | Honeywell International Inc | $21.10万 | 0.08% | 943 | -942 | -50.0% | -$21.08万 | 减仓 |
| TSLA | Tesla Inc | $21.03万 | 0.07% | 500 | 70 | 16.3% | $2.94万 | 加仓 |
| HONA | Honeywell Aerospace Inc | $20.84万 | 0.07% | 943 | 943 | — | $20.84万 | 新建仓 |
| SBUX | Starbucks Corp | $20.81万 | 0.07% | 2,036 | 0 | 0.0% | — | 不变 |
| DLR | Digital Realty Trust Inc | $20.38万 | 0.07% | 1,135 | 0 | 0.0% | — | 不变 |
| WM | Waste Management Inc | $20.28万 | 0.07% | 910 | 0 | 0.0% | — | 不变 |
| ENB | Enbridge Inc ADR | $20.20万 | 0.07% | 3,727 | 0 | 0.0% | — | 不变 |
| COF | Capital One Financial Corp | $20.13万 | 0.07% | 1,004 | -28 | -2.7% | -$5,615 | 减仓 |
| KLAC | KLA Corp | $19.91万 | 0.07% | 660 | 0 | 0.0% | — | 不变 |
| NVS | Novartis AG ADR | $19.86万 | 0.07% | 1,267 | 0 | 0.0% | — | 不变 |
| AEP | American Electric Power Co Inc | $19.60万 | 0.07% | 1,433 | 50 | 3.6% | $6,841 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $19.55万 | 0.07% | 390 | -3 | -0.8% | -$1,504 | 减仓 |
| MDLZ | Mondelez International Inc | $19.50万 | 0.07% | 3,372 | -280 | -7.7% | -$1.62万 | 减仓 |
| TT | Trane Technologies PLC ADR | $19.30万 | 0.07% | 393 | 0 | 0.0% | — | 不变 |
| — | Catalyst Pharmaceuticals Inc | $18.86万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp | $18.75万 | 0.07% | 788 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE ETF | $18.53万 | 0.07% | 1,784 | -118 | -6.2% | -$1.23万 | 减仓 |
| HWM | Howmet Aerospace Inc | $17.91万 | 0.06% | 666 | 0 | 0.0% | — | 不变 |
| IBM | IBM Corp | $17.55万 | 0.06% | 624 | 40 | 6.8% | $1.12万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $17.52万 | 0.06% | 234 | -5,987 | -96.2% | -$448.36万 | 减仓 |