Ledyard National Bank
HANOVER NH · SEC CIK 0001310658
$11.54亿2026Q1 申报市值
236持仓数
39.2%前十大占比 · 第一大 7.0%
10 / 13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
FEDERATED HERMES 新建仓+$2,814.96万
TTE 新建仓+$1,116.20万
AAUA 新建仓+$450.01万
VFLO 加仓+$283.32万
DFA SHORT DURA R 加仓+$197.79万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$870.34万
DGRO 减仓-$562.28万
AVGO 减仓-$247.45万
QDF 减仓-$234.26万
GOOGL 减仓-$166.01万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $8,017.55万 | 6.95% | 1,142,426 | -80,120 | -6.6% | -$562.28万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $6,779.60万 | 5.88% | 103,789 | -13,324 | -11.4% | -$870.34万 | 减仓 |
| AAPL | APPLE INC | $5,961.86万 | 5.17% | 234,913 | -946 | -0.4% | -$24.01万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5,357.51万 | 4.64% | 591,794 | 1,254 | 0.2% | $11.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,008.94万 | 3.48% | 108,300 | -3,434 | -3.1% | -$127.12万 | 减仓 |
| AVGO | BROADCOM INC | $3,700.25万 | 3.21% | 119,552 | -7,995 | -6.3% | -$247.45万 | 减仓 |
| DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | $3,386.84万 | 2.94% | 1,000,247 | 6,594 | 0.7% | $22.33万 | 加仓 |
| — | FEDERATED HERMES MDT MKT NEUTRAL FUND | $2,814.96万 | 2.44% | 1,262,881 | 1,262,881 | — | $2,814.96万 | 新建仓 |
| GOOGL | ALPHABET INC CL A | $2,616.97万 | 2.27% | 91,006 | -5,773 | -6.0% | -$166.01万 | 减仓 |
| MUB | ISHARES NATL MUNI BOND ETF | $2,529.16万 | 2.19% | 238,263 | 9,175 | 4.0% | $97.39万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2,461.03万 | 2.13% | 802,161 | 42,349 | 5.6% | $129.93万 | 加仓 |
| — | DFA SHORT DURA REAL RET PORTFOLIO FUND | $2,328.60万 | 2.02% | 2,198,870 | 186,767 | 9.3% | $197.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,168.40万 | 1.88% | 73,715 | -3,163 | -4.1% | -$93.04万 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF | $2,144.58万 | 1.86% | 497,236 | -804 | -0.2% | -$3.47万 | 减仓 |
| IQLT | ISHARES MSCI INTL QUAL FACTOR ETF | $2,024.54万 | 1.76% | 437,927 | 6,997 | 1.6% | $32.35万 | 加仓 |
| KBWB | INVESCO KBW BANK PORT ETF | $1,912.54万 | 1.66% | 241,726 | -7,102 | -2.9% | -$56.19万 | 减仓 |
| VOE | VANGUARD MID CAP VALUE ETF | $1,910.52万 | 1.66% | 103,675 | 954 | 0.9% | $17.58万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $1,871.81万 | 1.62% | 474,117 | 71,764 | 17.8% | $283.32万 | 加仓 |
| AMZN | AMAZON COM INC | $1,581.50万 | 1.37% | 75,935 | -5,837 | -7.1% | -$121.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC B | $1,496.88万 | 1.30% | 31,237 | 788 | 2.6% | $37.76万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1,440.86万 | 1.25% | 185,702 | -8,471 | -4.4% | -$65.73万 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $1,389.13万 | 1.20% | 152,033 | 2,459 | 1.6% | $22.47万 | 加仓 |
| KR | KROGER CO | $1,377.26万 | 1.19% | 190,334 | -3,039 | -1.6% | -$21.99万 | 减仓 |
| V | VISA INC | $1,332.61万 | 1.16% | 44,091 | -934 | -2.1% | -$28.23万 | 减仓 |
| GSLC | GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF | $1,289.59万 | 1.12% | 103,060 | 1,279 | 1.3% | $16.00万 | 加仓 |
| TJX | TJX COMPANIES INC | $1,242.96万 | 1.08% | 77,831 | -1,540 | -1.9% | -$24.59万 | 减仓 |
| QDF | FLEXSHARES QUALITY DVD ETF | $1,196.69万 | 1.04% | 151,308 | -29,619 | -16.4% | -$234.26万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,186.11万 | 1.03% | 82,118 | -1,446 | -1.7% | -$20.89万 | 减仓 |
| JNJ | JOHNSON & JOHNSON CO | $1,141.29万 | 0.99% | 46,690 | -2,121 | -4.3% | -$51.85万 | 减仓 |
| TTE | TOTALENERGIES SE | $1,116.20万 | 0.97% | 122,686 | 122,686 | — | $1,116.20万 | 新建仓 |
| GUNR | FLEXSHARES MSTAR GLOB UPSTREAM NAT RES ETF | $1,077.89万 | 0.93% | 195,412 | 12,446 | 6.8% | $68.65万 | 加仓 |
| JQUA | JPMORGAN US QUALITY FACTOR ETF | $1,067.83万 | 0.93% | 174,140 | 3,701 | 2.2% | $22.69万 | 加仓 |
| HD | HOME DEPOT INC | $1,034.33万 | 0.90% | 31,449 | -875 | -2.7% | -$28.78万 | 减仓 |
| VV | VANGUARD LARGE CAP ETF | $989.67万 | 0.86% | 33,116 | -1,605 | -4.6% | -$47.97万 | 减仓 |
| AMGN | AMGEN INC | $921.74万 | 0.80% | 26,197 | -733 | -2.7% | -$25.79万 | 减仓 |
| — | HONEYWELL INTL INC | $900.93万 | 0.78% | 39,859 | -929 | -2.3% | -$21.00万 | 减仓 |
| MRK | MERCK & CO INC | $883.47万 | 0.77% | 73,445 | -1,209 | -1.6% | -$14.54万 | 减仓 |
| TCAF | T ROWE PRICE CAP APP ETF | $857.69万 | 0.74% | 240,993 | 10,566 | 4.6% | $37.60万 | 加仓 |
| GOOG | ALPHABET INC CL C | $824.61万 | 0.71% | 28,746 | -4,719 | -14.1% | -$135.37万 | 减仓 |
| CAT | CATERPILLAR INC | $786.32万 | 0.68% | 11,099 | -520 | -4.5% | -$36.84万 | 减仓 |
| — | EXXON MOBIL CORP | $729.76万 | 0.63% | 43,013 | 3,401 | 8.6% | $57.70万 | 加仓 |
| LOW | LOWES COMPANIES INC | $718.46万 | 0.62% | 30,407 | -702 | -2.3% | -$16.59万 | 减仓 |
| ETN | EATON CORP PLC | $682.72万 | 0.59% | 19,088 | -2,169 | -10.2% | -$77.58万 | 减仓 |
| MDT | MEDTRONIC PLC | $668.11万 | 0.58% | 77,104 | -308 | -0.4% | -$2.67万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPREC ETF | $623.48万 | 0.54% | 28,991 | -1,524 | -5.0% | -$32.78万 | 减仓 |
| WMT | WALMART STORES INC | $606.72万 | 0.53% | 48,819 | 120 | 0.2% | $1.49万 | 加仓 |
| T | AT&T INC | $573.63万 | 0.50% | 197,872 | -1,837 | -0.9% | -$5.33万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER CO INC | $570.58万 | 0.49% | 43,529 | -109 | -0.2% | -$1.43万 | 减仓 |
| PFE | PFIZER INC | $512.83万 | 0.44% | 182,630 | 4,005 | 2.2% | $11.25万 | 加仓 |
| NVDA | NVIDIA CORP | $483.16万 | 0.42% | 27,704 | -1,236 | -4.3% | -$21.56万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $481.05万 | 0.42% | 6,226 | 93 | 1.5% | $7.19万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $470.20万 | 0.41% | 17,377 | 431 | 2.5% | $11.66万 | 加仓 |
| EOG | EOG RESOURCES INC | $459.41万 | 0.40% | 31,778 | 3,885 | 13.9% | $56.17万 | 加仓 |
| SPY | SPDR S&P 500 ETF TRUST | $457.71万 | 0.40% | 7,038 | -109 | -1.5% | -$7.09万 | 减仓 |
| AAUA | ALPHA ARCHITECT US EQUITY 3 ETF | $450.01万 | 0.39% | 91,951 | 91,951 | — | $450.01万 | 新建仓 |
| EVRG | EVERGY INC | $448.83万 | 0.39% | 54,789 | -1,207 | -2.2% | -$9.89万 | 减仓 |
| LLY | ELI LILLY & CO | $448.02万 | 0.39% | 4,871 | -60 | -1.2% | -$5.52万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $437.28万 | 0.38% | 47,080 | -439 | -0.9% | -$4.08万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $426.64万 | 0.37% | 51,758 | -2,945 | -5.4% | -$24.28万 | 减仓 |
| XLK | SPDR TECHNOLOGY SELECT SECTOR ETF | $416.26万 | 0.36% | 31,321 | -2,475 | -7.3% | -$32.89万 | 减仓 |
| ABBV | ABBVIE INC | $388.28万 | 0.34% | 17,853 | -963 | -5.1% | -$20.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | $380.82万 | 0.33% | 15,711 | -135 | -0.9% | -$3.27万 | 减仓 |
| ACN | ACCENTURE PLC | $376.49万 | 0.33% | 18,987 | 134 | 0.7% | $2.66万 | 加仓 |
| UNP | UNION PACIFIC CORP | $366.84万 | 0.32% | 15,120 | 98 | 0.7% | $2.38万 | 加仓 |
| ADBE | ADOBE INC | $362.65万 | 0.31% | 14,919 | 856 | 6.1% | $20.81万 | 加仓 |
| MET | METLIFE INC | $351.21万 | 0.30% | 49,662 | -2,071 | -4.0% | -$14.65万 | 减仓 |
| VSGX | VANGUARD ESG INTL STOCK ETF | $340.60万 | 0.30% | 47,484 | 191 | 0.4% | $1.37万 | 加仓 |
| XLF | SPDR FINANCIAL SELECT SECTOR ETF | $337.27万 | 0.29% | 68,315 | -4,968 | -6.8% | -$24.53万 | 减仓 |
| MAS | MASCO CORP | $318.36万 | 0.28% | 52,734 | 2,341 | 4.6% | $14.13万 | 加仓 |
| SUSA | ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF | $312.60万 | 0.27% | 23,664 | 1,033 | 4.6% | $13.65万 | 加仓 |
| AAEQ | ALPHA ARCHITECT US EQUITY 2 ETF | $309.51万 | 0.27% | 66,536 | -2,120 | -3.1% | -$9.86万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MKT ETF | $299.35万 | 0.26% | 9,331 | -469 | -4.8% | -$15.05万 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $292.83万 | 0.25% | 29,963 | -1,262 | -4.0% | -$12.33万 | 减仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $282.73万 | 0.25% | 11,351 | -877 | -7.2% | -$21.84万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $282.53万 | 0.24% | 9,049 | -607 | -6.3% | -$18.95万 | 减仓 |
| CRM | SALESFORCE INC | $276.85万 | 0.24% | 14,831 | 1,364 | 10.1% | $25.46万 | 加仓 |
| GSK | GSK PLC | $275.64万 | 0.24% | 49,944 | 640 | 1.3% | $3.53万 | 加仓 |
| COR | CENCORA INC | $275.56万 | 0.24% | 8,772 | -114 | -1.3% | -$3.58万 | 减仓 |
| RTX | RTX CORPORATION | $263.98万 | 0.23% | 13,685 | -558 | -3.9% | -$10.76万 | 减仓 |
| PEP | PEPSICO INC | $262.56万 | 0.23% | 16,908 | -710 | -4.0% | -$11.03万 | 减仓 |
| LIN | LINDE PLC | $255.91万 | 0.22% | 5,162 | 127 | 2.5% | $6.30万 | 加仓 |
| MA | MASTERCARD INC CL A | $254.58万 | 0.22% | 5,095 | -243 | -4.6% | -$12.14万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $247.12万 | 0.21% | 18,861 | -2,932 | -13.5% | -$38.42万 | 减仓 |
| TGT | TARGET CORP | $245.62万 | 0.21% | 20,266 | -362 | -1.8% | -$4.39万 | 减仓 |
| AIG | AMERICAN INTERNATIONAL GROUP INC | $228.42万 | 0.20% | 30,355 | 487 | 1.6% | $3.66万 | 加仓 |
| EXC | EXELON CORP | $227.21万 | 0.20% | 46,350 | 2,424 | 5.5% | $11.88万 | 加仓 |
| ORCL | ORACLE CORPORATION | $216.68万 | 0.19% | 14,729 | -2,756 | -15.8% | -$40.54万 | 减仓 |
| CVX | CHEVRON CORPORATION | $212.22万 | 0.18% | 10,257 | -18 | -0.2% | -$3,724 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $209.62万 | 0.18% | 6,133 | -805 | -11.6% | -$27.51万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $209.33万 | 0.18% | 5,023 | -60 | -1.2% | -$2.50万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $178.78万 | 0.15% | 4,823 | -88 | -1.8% | -$3.26万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR S | $174.70万 | 0.15% | 21,310 | -825 | -3.7% | -$6.76万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $167.22万 | 0.14% | 2,820 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $158.43万 | 0.14% | 1,590 | -115 | -6.7% | -$11.46万 | 减仓 |
| INTU | INTUIT | $156.74万 | 0.14% | 3,625 | 267 | 8.0% | $11.54万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 ETF | $154.97万 | 0.13% | 2,685 | 1,043 | 63.5% | $60.20万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $154.84万 | 0.13% | 7,621 | -1,285 | -14.4% | -$26.11万 | 减仓 |
| MRSH | MARSH & MCLENNAN CO INC | $154.16万 | 0.13% | 8,888 | 527 | 6.3% | $9.14万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $151.97万 | 0.13% | 14,802 | -1,102 | -6.9% | -$11.31万 | 减仓 |
| NULV | NUVEEN ESG LGE CAP VALUE ETF | $151.31万 | 0.13% | 33,254 | 33,254 | — | $151.31万 | 新建仓 |