13F 机构持仓

Indiana Trust & Investment Management Co

MISHAWAKA IN · SEC CIK 0001356407

2026Q22026Q1 更早 9 个季度 🔒
$3.24亿2026Q1 申报市值
486持仓数
44.7%前十大占比 · 第一大 9.8%
32 / 24新建仓 / 清仓
申报市值走势$3.66亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 9.8%
SPY 8.3%
AAPL 5.0%
GOOGL 4.6%
LLY 3.6%
JPM 3.0%
AMZN 2.9%
IWB 2.8%
IWF 2.3%
CAT 2.3%

2026Q1 买入最多 按季末市值估算

Exxon Mobil Corp 加仓+$116.56万
MYI 新建仓+$95.90万
ADI 加仓+$78.26万
MHD 新建仓+$76.70万
CAT 加仓+$70.56万

2026Q1 卖出最多 按季末市值估算

NAD 减仓-$114.19万
BlackRock Munici 清仓-$106.83万
BlackRock MuniVe 清仓-$104.43万
META 减仓-$86.11万
ORCL 减仓-$83.71万

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
SCHH Schwab US REIT ETF $12.21万0.04%5,683 00.0% — 不变
PM Philip Morris International $12.35万0.04%747 -80-9.7% -$1.32万 减仓
LIN Linde Plc $12.39万0.04%250 -15-5.7% -$7,436 减仓
EES WisdomTree US SmallCap Earnings ETF $12.44万0.04%2,143 00.0% — 不变
AGG iShares Barclays Aggregate Bond $12.50万0.04%1,259 00.0% — 不变
PAYX Paychex Inc Com $12.58万0.04%1,366 00.0% — 不变
THO Thor Industries Inc $12.97万0.04%1,623 00.0% — 不变
MMM 3M Corp Com $13.07万0.04%900 -40-4.3% -$5,809 减仓
VEU Vanguard FTSE All-World Ex $13.09万0.04%1,743 00.0% — 不变
ADM Archer Daniels Midland Co Com $13.11万0.04%1,804 00.0% — 不变
SCHF Schwab International Equity ETF $13.47万0.04%5,441 00.0% — 不变
PAAA PGIM AAA Collateralized Loan Oblig ETF $14.02万0.04%2,740 2,740— $14.02万 新建仓
SHEL Shell PLC ADR $14.15万0.04%1,521 00.0% — 不变
SPYM State Street SPDR Portfolio S&P 500 ETF $14.16万0.04%1,850 -150-7.5% -$1.15万 减仓
IUSB iShares Trust iShares Core Universal USD Bond $14.18万0.04%3,071 00.0% — 不变
DHR Danaher Corp Com $14.45万0.04%762 00.0% — 不变
TRV Travelers Cos Inc Com St $14.79万0.05%507 00.0% — 不变
SCHD Schwab US Dividend Equity ETF $14.80万0.05%4,823 1,00726.4% $3.09万 加仓
AMD Advanced Micro Devices Inc $15.11万0.05%743 00.0% — 不变
SPYV State Street SPDR Portfolio S&P 500 Value ETF $15.70万0.05%2,774 00.0% — 不变
LH Labcorp Holdings Inc $16.25万0.05%609 00.0% — 不变
TIP iShares Tr US Treas Inflation Protected $16.27万0.05%1,474 00.0% — 不变
PWR Quanta Services Inc Com $16.47万0.05%300 00.0% — 不变
INTC Intel Corp Com $16.91万0.05%3,832 -125-3.2% -$5,516 减仓
F Ford Mtr Co Com $17.25万0.05%14,950 -463-3.0% -$5,343 减仓
TGT Target Corp Com $17.37万0.05%1,433 -324-18.4% -$3.93万 减仓
ZBH Zimmer Biomet Hldgs Inc Com $18.07万0.06%1,999 00.0% — 不变
ELV Elevance Health Inc $18.12万0.06%619 00.0% — 不变
GEV GE Vernova LLC Com $18.16万0.06%208 -7-3.3% -$6,110 减仓
YUM Yum! Brands Inc $18.50万0.06%1,190 00.0% — 不变
VEA Vanguard FTSE Developed Markets ETF $18.52万0.06%2,890 00.0% — 不变
CRM Salesforce Inc $18.82万0.06%1,008 -100-9.0% -$1.87万 减仓
WTTR Select Water Solutions Inc Cl A $18.84万0.06%12,316 00.0% — 不变
BEN Franklin Res Inc Com $19.18万0.06%8,119 00.0% — 不变
BX Blackstone Inc $19.18万0.06%1,668 00.0% — 不变
IVW iShares S&P 500 Growth Index Fund $19.36万0.06%1,712 25917.8% $2.93万 加仓
DIA State Street SPDR Dow Jones Ind Avg ETF Trust $19.50万0.06%421 00.0% — 不变
LHX L3Harris Technologies Inc $20.02万0.06%580 00.0% — 不变
BEP MLP Brookfield Renewable Energy Partner $20.92万0.06%6,410 00.0% — 不变
USB US Bancorp Com $20.93万0.06%4,024 00.0% — 不变
VZ Verizon Communications Com $20.99万0.06%4,182 -32-0.8% -$1,606 减仓
OKE ONEOK, Inc. $21.10万0.07%2,334 00.0% — 不变
AMAT Applied Materials Inc Com $21.67万0.07%634 00.0% — 不变
BND Vanguard Total Bond Market ETF $22.14万0.07%3,007 00.0% — 不变
ET Energy Transfer LP $22.77万0.07%11,796 00.0% — 不变
MO Altria Group Inc Com $22.77万0.07%3,450 00.0% — 不变
BA Boeing Co Com $22.89万0.07%1,150 -50-4.2% -$9,952 减仓
MS Morgan Stanley Com $22.94万0.07%1,394 00.0% — 不变
TSM Taiwan Semiconductor Mfg Co ADR $23.25万0.07%688 00.0% — 不变
NI NiSource Inc Com $24.07万0.07%5,158 -79-1.5% -$3,686 减仓
VYM Vanguard High Dividend Yield ETF $24.13万0.07%1,629 -140-7.9% -$2.07万 减仓
SPHQ Invesco S&P 500 Quality ETF $24.13万0.07%3,209 00.0% — 不变
APD Air Products & Chemicals Inc Com $24.34万0.08%838 -317-27.4% -$9.21万 减仓
HDV IShares Core High Dividend ETF $24.99万0.08%1,841 00.0% — 不变
JSTC Adasina Social Justice All Cap Global ETF $25.34万0.08%13,000 00.0% — 不变
XNEAX Nuveen AMT-Free Municipal Income Fund $25.83万0.08%23,000 -72,500-75.9% -$81.42万 减仓
MUB iShares National Muni Bond ETF $26.81万0.08%2,526 2,004383.9% $21.27万 加仓
T AT&T Inc Com $27.13万0.08%9,357 -247-2.6% -$7,161 减仓
NUE Nucor Corp Com $27.19万0.08%1,608 00.0% — 不变
FDX Fedex Corp Com $27.46万0.08%771 -25-3.1% -$8,905 减仓
EPD Enterprise Products Partners LP $27.60万0.09%7,294 -400-5.2% -$1.51万 减仓
VTWG Vanguard Russell 2000 Growth Index ETF $27.67万0.09%1,208 00.0% — 不变
SBUX Starbucks Corp Com $27.73万0.09%3,095 -400-11.4% -$3.58万 减仓
VTWV Vanguard Russell 2000 Value Index ETF $27.93万0.09%1,670 00.0% — 不变
XLK State Street Technology Select Sector SPDR $27.95万0.09%2,103 592.9% $7,841 加仓
ISRG Intuitive Surgical Inc New $28.81万0.09%625 00.0% — 不变
LMT Lockheed Martin Corp Com $29.13万0.09%482 -25-4.9% -$1.51万 减仓
VB Vanguard Small Cap ETF $29.60万0.09%1,130 00.0% — 不变
NSC Norfolk Southern Corp Com $30.34万0.09%1,057 -230-17.9% -$6.60万 减仓
GS Goldman Sachs Group Com $30.46万0.09%360 00.0% — 不变
IUSG iShares Core S&P US Growth ETF $31.53万0.10%2,033 00.0% — 不变
VO Vanguard Mid Cap ETF $31.68万0.10%1,103 -623-36.1% -$17.89万 减仓
SO Southern CO Com $32.20万0.10%3,336 86134.8% $8.31万 加仓
XLE State Street Energy Select Sector SPDR ETF $32.30万0.10%5,272 -300-5.4% -$1.84万 减仓
NAD Nuveen Quality Muni Income Fund $33.35万0.10%29,000 -99,299-77.4% -$114.19万 减仓
BNDX Vanguard Total International Bond ETF $33.63万0.10%7,000 00.0% — 不变
PSX Phillips 66 $34.61万0.11%1,900 -45-2.3% -$8,198 减仓
LQD iShares IBoxx Invest Grade Corp Bond $35.29万0.11%3,238 -3,006-48.1% -$32.76万 减仓
GE GE Aerospace Com $35.36万0.11%1,246 -25-2.0% -$7,094 减仓
DUK Duke Energy Corp New Com $35.52万0.11%2,713 -5-0.2% -$655 减仓
VMRK Equity Residential Pptys Tr Com $36.28万0.11%6,134 -8-0.1% -$473 减仓
WSM Williams-Sonoma Inc. $36.47万0.11%2,000 00.0% — 不变
MET MetLife Inc Com $37.30万0.12%5,274 00.0% — 不变
PRF Invesco RAFI US 1000 ETF $38.00万0.12%7,995 00.0% — 不变
VV Vanguard Index Funds Large Cap ETF $38.19万0.12%1,278 00.0% — 不变
— LHA Market State Tactical Beta ETF $38.30万0.12%10,000 00.0% — 不变
MDT Medtronic PLC $38.47万0.12%4,440 -7-0.2% -$607 减仓
KO Coca Cola Corp Com $39.14万0.12%5,146 1,00024.1% $7.60万 加仓
ITOT iShares Core S&P Total U S Stock Mkt ETF $39.28万0.12%2,758 00.0% — 不变
PRU Prudential Financial Com $39.97万0.12%4,092 00.0% — 不变
GWW W.W. Grainger Inc Com $40.36万0.12%370 00.0% — 不变
DIS Disney CO Com $40.60万0.13%4,212 -218-4.9% -$2.10万 减仓
BIV Vanguard Intmd Term Bond ETF $40.91万0.13%5,300 00.0% — 不变
IJK iShares S&P MidCap 400 Growth Index $40.92万0.13%4,067 00.0% — 不变
UNP Union Pacific Corp $41.25万0.13%1,700 00.0% — 不变
EMR Emerson Elec CO Com $41.39万0.13%3,159 -255-7.5% -$3.34万 减仓
RSP Invesco S&P 500 Eql Wgt ETF $41.69万0.13%2,172 -174-7.4% -$3.34万 减仓
RTX RTX Corporation $41.82万0.13%2,168 -80-3.6% -$1.54万 减仓
VNQ Vanguard REIT Index ETF $41.82万0.13%4,715 -110-2.3% -$9,757 减仓
QCOM Qualcomm Inc Com $43.12万0.13%3,348 -2,267-40.4% -$29.19万 减仓