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
ADM Archer Daniels Midland Co Com $13.11万0.04%1,804 00.0% — 不变
VEU Vanguard FTSE All-World Ex $13.09万0.04%1,743 00.0% — 不变
MMM 3M Corp Com $13.07万0.04%900 -40-4.3% -$5,809 减仓
THO Thor Industries Inc $12.97万0.04%1,623 00.0% — 不变
PAYX Paychex Inc Com $12.58万0.04%1,366 00.0% — 不变
AGG iShares Barclays Aggregate Bond $12.50万0.04%1,259 00.0% — 不变
EES WisdomTree US SmallCap Earnings ETF $12.44万0.04%2,143 00.0% — 不变
LIN Linde Plc $12.39万0.04%250 -15-5.7% -$7,436 减仓
PM Philip Morris International $12.35万0.04%747 -80-9.7% -$1.32万 减仓
SCHH Schwab US REIT ETF $12.21万0.04%5,683 00.0% — 不变
UNH UnitedHealth Group Inc Com $11.93万0.04%441 -495-52.9% -$13.39万 减仓
SCHW The Charles Schwab Corp Com $11.91万0.04%1,267 00.0% — 不变
HPE Hewlett Packard Enterprise Co. $11.90万0.04%5,000 00.0% — 不变
O Realty Income Corporation Com $11.83万0.04%1,933 00.0% — 不变
ENB Enbridge Inc Com $11.60万0.04%2,142 -11-0.5% -$596 减仓
KMB Kimberly Clark Corp Com $11.46万0.04%1,188 -150-11.2% -$1.45万 减仓
CME CME Group, Inc. $11.40万0.04%386 00.0% — 不变
IBIT iShares Bitcoin Trust ETF $11.35万0.04%2,955 00.0% — 不变
IEMG iShares Core MSCI Emerging Mkts ETF $11.10万0.03%1,592 48844.2% $3.40万 加仓
PRFZ Invesco RAFI US 1500 Small-Mid ETF $10.92万0.03%2,380 00.0% — 不变
IEFA iShares Core MSCI EAFE ETF $10.80万0.03%1,193 00.0% — 不变
KMI Kinder Morgan Inc Del Com $10.73万0.03%3,200 00.0% — 不变
MCHI iShares MSCI China ETF $10.67万0.03%1,900 00.0% — 不变
FITB Fifth Third Bancorp Com $10.57万0.03%2,276 00.0% — 不变
PANW Palo Alto Networks Inc Com $10.55万0.03%658 -1,278-66.0% -$20.49万 减仓
SOLS Solstice Advanced Matls Inc $10.54万0.03%1,384 -21-1.5% -$1,599 减仓
CL Colgate Palmolive Co Com $10.53万0.03%1,235 504.2% $4,261 加仓
EFV iShares MSCI EAFE Value ETF $10.45万0.03%1,406 42443.2% $3.15万 加仓
CB Chubb Limited $10.20万0.03%313 00.0% — 不变
MDY State Street SPDR S&P MIDCAP 400 ETF Trust $10.11万0.03%164 00.0% — 不变
EFG iShares MSCI EAFE Growth ETF $9.96万0.03%894 18325.7% $2.04万 加仓
CTSH Cognizant Technology Solutions Corp $9.90万0.03%1,613 00.0% — 不变
WMB Williams Company Inc $9.62万0.03%1,322 00.0% — 不变
HPQ HP Inc Com. $9.61万0.03%5,000 00.0% — 不变
BP BP PLC Sponsored ADR $9.56万0.03%2,034 00.0% — 不变
CLH Clean Harbors Inc $9.46万0.03%330 00.0% — 不变
TXN Texas Instruments Inc Com $9.40万0.03%484 00.0% — 不变
XLI State Street Industrial Select Sector SPDR ET $9.30万0.03%575 00.0% — 不变
CI Cigna Corp New $9.23万0.03%346 -11-3.1% -$2,934 减仓
RMD Resmed Inc $8.98万0.03%400 00.0% — 不变
SNY SANOFI Sponsored ADR $8.90万0.03%1,848 00.0% — 不变
WELL Welltower Inc Com $8.90万0.03%450 450— $8.90万 新建仓
LMUB iShares Long Term National Muni Bd ETF $8.74万0.03%1,750 1,750— $8.74万 新建仓
SCZ iShares Tr MSCI EAFE Small Cap $8.54万0.03%1,089 00.0% — 不变
GILD Gilead Sciences Inc $8.50万0.03%610 00.0% — 不变
AHR American Healthcare Reit Inc common stock $8.31万0.03%1,762 -250-12.4% -$1.18万 减仓
XLF Financial Select Sector SPDR $8.14万0.03%1,649 00.0% — 不变
COIN Coinbase Global Inc Cl A $8.12万0.03%465 -125-21.2% -$2.18万 减仓
GEL Genesis Energy LP $8.02万0.02%4,500 00.0% — 不变
IJJ iShares S&P Midcap 400/Value Fund $7.95万0.02%600 00.0% — 不变
INTU Intuit Corp $7.78万0.02%180 00.0% — 不变
VOT Vanguard Mid-Cap Growth Index ETF $7.54万0.02%293 00.0% — 不变
CHD Church & Dwight Inc $7.47万0.02%800 00.0% — 不变
XLV State Street Health Care Select Sector SPDR E $7.46万0.02%509 00.0% — 不变
TT Trane Technologies PLC Class A $7.46万0.02%179 00.0% — 不变
VLO Valero Energy Com $7.41万0.02%300 -92-23.5% -$2.27万 减仓
EXC Exelon Corp Com $7.35万0.02%1,499 00.0% — 不变
VIOG Vanguard S&P Small Cap 600 Growth ETF $7.29万0.02%586 00.0% — 不变
SPG Simon Property Group Inc Com $7.27万0.02%390 00.0% — 不变
NFLX Netflix Inc $7.26万0.02%755 -265-26.0% -$2.55万 减仓
MAS Masco Corp Com $7.24万0.02%1,200 00.0% — 不变
GABC German Amern Bancorp Inc $7.22万0.02%1,728 00.0% — 不变
VTWO Vanguard Russell 2000 Index ETF $7.21万0.02%720 00.0% — 不变
MFC Manulife Financial Corp Com $7.16万0.02%2,078 00.0% — 不变
BEPC Brookfield Renewable Corp Cl A Ex Sub Vtg $6.81万0.02%1,711 00.0% — 不变
EWJ iShares MSCI Japan ETF $6.76万0.02%800 00.0% — 不变
MDLZ Mondelez International Inc $6.59万0.02%1,143 -40-3.4% -$2,306 减仓
EW Edwards Lifesciences Corp Com $6.53万0.02%815 00.0% — 不变
PYPL PayPal Holdings Inc Com $6.52万0.02%1,441 00.0% — 不变
MCHP Microchip Technology Inc $6.45万0.02%999 00.0% — 不变
ADP Automatic Data Processing Inc Com $6.38万0.02%314 -14-4.3% -$2,845 减仓
FCX Freeport-McMoran Inc $6.38万0.02%1,085 775250.0% $4.56万 加仓
ECL Ecolab Inc Com $6.36万0.02%239 00.0% — 不变
SNDK Sandisk Corp $6.35万0.02%100 100— $6.35万 新建仓
PCAR Paccar Inc Com $6.27万0.02%543 00.0% — 不变
SPGI S&P Global Inc $6.17万0.02%145 00.0% — 不变
IXUS ishares Core MSCI Total Intl Stock ETF $6.11万0.02%705 23048.4% $1.99万 加仓
PSIX Power Solutions International Inc. $6.09万0.02%1,000 00.0% — 不变
EOG EOG Resources Inc Com $6.03万0.02%417 00.0% — 不变
CMCSA Comcast Corp New Cl A Com $5.94万0.02%2,070 -65-3.0% -$1,866 减仓
ARKB Ark 21Shares Bitcoin ETF $5.87万0.02%2,610 00.0% — 不变
COKE Coca Cola Bottling Co $5.75万0.02%300 00.0% — 不变
ADBE Adobe Systems Inc Com $5.69万0.02%234 00.0% — 不变
MTZ MasTec Inc $5.63万0.02%175 00.0% — 不变
GIS General Mills Inc Com $5.61万0.02%1,507 -58-3.7% -$2,159 减仓
FEX First Trust Large Cap Core AlphaDEX ETF $5.49万0.02%450 -40-8.2% -$4,877 减仓
VONG Vanguard Russell 1000 Growth Index Fd $5.48万0.02%500 00.0% — 不变
XLY State Street Consumer Dis Select Sector SPDR $5.45万0.02%500 00.0% — 不变
CCJ Cameco Corporation $5.43万0.02%500 00.0% — 不变
VBR Vanguard Small Cap Value ETF $5.32万0.02%245 00.0% — 不变
GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF $5.22万0.02%417 00.0% — 不变
OTIS Otis Worldwide Corp $5.21万0.02%676 00.0% — 不变
GOVT iShares US Treasury Bond ETF $5.19万0.02%2,264 00.0% — 不变
MU Micron Technology Inc $5.17万0.02%153 00.0% — 不变
HAL Halliburton Co Com $5.07万0.02%1,300 00.0% — 不变
RSG Republic Svcs Inc $5.04万0.02%230 00.0% — 不变
CVS CVS Health Corp Com $4.88万0.02%680 00.0% — 不变
CARR Carrier Global Corporation $4.77万0.01%847 00.0% — 不变
ALL Allstate Corp $4.75万0.01%229 10077.5% $2.07万 加仓
LII Lennox Intl Inc $4.64万0.01%100 00.0% — 不变