PRIVATE TRUST CO NA
CLEVELAND OH · SEC CIK 0001277557
$11.20亿2026Q1 申报市值
2,606持仓数
16.9%前十大占比 · 第一大 3.1%
149 / 98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
VONV 加仓+$131.87万
VONG 加仓+$92.69万
NET 加仓+$90.07万
COIN 加仓+$86.83万
LITE 加仓+$65.43万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$152.00万
HEGD 减仓-$117.58万
GOOGL 减仓-$100.21万
XLK 减仓-$94.23万
Dbx Etf Tr/xtrac 减仓-$91.61万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | $937.43万 | 0.84% | 38,350 | -981 | -2.5% | -$23.98万 | 减仓 |
| VOO | Vanguard Index Funds S&P 500 ETF | $1,059.96万 | 0.95% | 17,738 | -580 | -3.2% | -$34.66万 | 减仓 |
| JPM | J P Morgan Chase & CO. | $1,089.79万 | 0.97% | 37,048 | 291 | 0.8% | $8.56万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $1,100.06万 | 0.98% | 38,348 | 634 | 1.7% | $18.19万 | 加仓 |
| QQQ | Invesco QQQ Trust | $1,152.15万 | 1.03% | 19,962 | -236 | -1.2% | -$13.62万 | 减仓 |
| AVGO | Broadcom Inc | $1,395.01万 | 1.25% | 45,072 | -1,878 | -4.0% | -$58.13万 | 减仓 |
| IVV | IShares S&P 500 Index Fd | $1,440.56万 | 1.29% | 22,053 | 696 | 3.3% | $45.46万 | 加仓 |
| AMZN | Amazon.Com | $1,629.03万 | 1.46% | 78,217 | 947 | 1.2% | $19.72万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $1,763.05万 | 1.57% | 61,311 | -3,485 | -5.4% | -$100.21万 | 减仓 |
| NVDA | Nvidia Corp | $2,176.41万 | 1.94% | 124,794 | -4,156 | -3.2% | -$72.48万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $2,210.35万 | 1.97% | 33,988 | 758 | 2.3% | $49.30万 | 加仓 |
| MSFT | Microsoft Corp. | $2,664.23万 | 2.38% | 71,973 | -1,721 | -2.3% | -$63.71万 | 减仓 |
| AAPL | Apple Inc. | $3,431.54万 | 3.07% | 135,212 | -2,099 | -1.5% | -$53.27万 | 减仓 |