Parkside Financial Bank & Trust
SAINT LOUIS MO · SEC CIK 0001455267
$13.05亿2026Q1 申报市值
2,688持仓数
40.0%前十大占比 · 第一大 18.2%
98 / 117新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ROIV 加仓+$449.87万
VONG 加仓+$226.88万
VUG 加仓+$138.07万
BLK 加仓+$130.50万
IAU 加仓+$128.59万
2026Q1 卖出最多 按季末市值估算
EFG 减仓-$279.00万
VCSH 减仓-$237.81万
VIGI 减仓-$139.05万
ACN 减仓-$119.15万
VYMI 清仓-$72.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $2.37亿 | 18.16% | 246,476 | 1,357 | 0.6% | $130.50万 | 加仓 |
| AAPL | APPLE INC | $5,035.14万 | 3.86% | 198,398 | 865 | 0.4% | $21.95万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,945.90万 | 3.02% | 359,732 | 20,684 | 6.1% | $226.88万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $3,735.19万 | 2.86% | 398,463 | 11,873 | 3.1% | $111.30万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $3,681.78万 | 2.82% | 1,329,164 | 162,408 | 13.9% | $449.87万 | 加仓 |
| IWF | ISHARES TR | $3,243.07万 | 2.48% | 76,057 | 997 | 1.3% | $42.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,426.76万 | 1.86% | 65,558 | -32 | -0.0% | -$1.18万 | 减仓 |
| IWD | ISHARES TR | $2,255.84万 | 1.73% | 105,576 | 1,751 | 1.7% | $37.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,143.05万 | 1.64% | 122,881 | -179 | -0.1% | -$3.12万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,023.18万 | 1.55% | 68,555 | 3,619 | 5.6% | $106.80万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $2,022.35万 | 1.55% | 257,919 | 9,581 | 3.9% | $75.12万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,964.65万 | 1.51% | 254,554 | 11,316 | 4.7% | $87.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,864.57万 | 1.43% | 31,204 | 1,436 | 4.8% | $85.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,588.50万 | 1.22% | 24,426 | -612 | -2.4% | -$39.80万 | 减仓 |
| EFA | ISHARES TR | $1,557.16万 | 1.19% | 160,317 | 2,576 | 1.6% | $25.02万 | 加仓 |
| AMZN | AMAZON COM INC | $1,519.52万 | 1.16% | 72,959 | -386 | -0.5% | -$8.04万 | 减仓 |
| GOOGL | ALPHABET INC | $1,468.57万 | 1.13% | 51,070 | 517 | 1.0% | $14.87万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,247.48万 | 0.96% | 258,170 | 16,378 | 6.8% | $79.14万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $1,210.67万 | 0.93% | 285,805 | 14,371 | 5.3% | $60.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,168.69万 | 0.90% | 39,730 | -370 | -0.9% | -$10.88万 | 减仓 |
| IWB | ISHARES TR | $969.70万 | 0.74% | 27,196 | -64 | -0.2% | -$2.28万 | 减仓 |
| IWM | ISHARES TR | $925.34万 | 0.71% | 37,312 | -409 | -1.1% | -$10.14万 | 减仓 |
| WMT | WALMART INC | $861.93万 | 0.66% | 69,354 | -972 | -1.4% | -$12.08万 | 减仓 |
| GOOG | ALPHABET INC | $856.81万 | 0.66% | 29,869 | -150 | -0.5% | -$4.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $828.24万 | 0.63% | 18,962 | 3,161 | 20.0% | $138.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $815.19万 | 0.62% | 17,011 | -215 | -1.2% | -$10.30万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $789.95万 | 0.61% | 11 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $787.02万 | 0.60% | 46,388 | -980 | -2.1% | -$16.63万 | 减仓 |
| AVGO | BROADCOM INC | $754.04万 | 0.58% | 24,362 | 1,919 | 8.6% | $59.40万 | 加仓 |
| TSLA | TESLA INC | $734.63万 | 0.56% | 19,761 | -155 | -0.8% | -$5.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $732.95万 | 0.56% | 135,607 | -548 | -0.4% | -$2.96万 | 减仓 |
| LLY | ELI LILLY & CO | $712.71万 | 0.55% | 7,749 | 8 | 0.1% | $7,358 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $670.84万 | 0.51% | 33,831 | -6,009 | -15.1% | -$119.15万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $631.74万 | 0.48% | 81,927 | 11,349 | 16.1% | $87.51万 | 加仓 |
| IVV | ISHARES TR | $629.83万 | 0.48% | 9,642 | -104 | -1.1% | -$6.79万 | 减仓 |
| ABBV | ABBVIE INC | $622.70万 | 0.48% | 28,631 | -683 | -2.3% | -$14.85万 | 减仓 |
| IEFA | ISHARES TR | $622.55万 | 0.48% | 68,767 | -144 | -0.2% | -$1.30万 | 减仓 |
| V | VISA INC | $579.84万 | 0.44% | 19,185 | 351 | 1.9% | $10.61万 | 加仓 |
| EFV | ISHARES TR | $562.09万 | 0.43% | 75,600 | -4,356 | -5.4% | -$32.39万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $556.09万 | 0.43% | 533,168 | -1,043 | -0.2% | -$1.09万 | 减仓 |
| SCZ | ISHARES TR | $550.97万 | 0.42% | 70,268 | -93 | -0.1% | -$7,292 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $541.27万 | 0.41% | 36,547 | 678 | 1.9% | $10.04万 | 加仓 |
| VB | VANGUARD INDEX FDS | $512.32万 | 0.39% | 19,560 | -388 | -1.9% | -$10.16万 | 减仓 |
| IBTG | ISHARES TR | $500.87万 | 0.38% | 218,579 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $499.48万 | 0.38% | 20,434 | -299 | -1.4% | -$7.31万 | 减仓 |
| IBTH | ISHARES TR | $449.30万 | 0.34% | 200,311 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $433.88万 | 0.33% | 22,885 | 242 | 1.1% | $4.59万 | 加仓 |
| PEP | PEPSICO INC | $426.10万 | 0.33% | 27,439 | 202 | 0.7% | $3.14万 | 加仓 |
| EFG | ISHARES TR | $425.78万 | 0.33% | 38,231 | -25,051 | -39.6% | -$279.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $424.77万 | 0.33% | 66,287 | -4,085 | -5.8% | -$26.18万 | 减仓 |
| HYG | ISHARES TR | $418.15万 | 0.32% | 52,558 | 3,099 | 6.3% | $24.66万 | 加仓 |
| META | META PLATFORMS INC | $416.97万 | 0.32% | 7,288 | 85 | 1.2% | $4.86万 | 加仓 |
| IAU | ISHARES GOLD TR | $408.40万 | 0.31% | 46,325 | 14,586 | 46.0% | $128.59万 | 加仓 |
| HD | HOME DEPOT INC | $401.16万 | 0.31% | 12,197 | -147 | -1.2% | -$4.83万 | 减仓 |
| CVX | CHEVRON CORPORATION | $390.57万 | 0.30% | 18,877 | -99 | -0.5% | -$2.05万 | 减仓 |
| CAT | CATERPILLAR INC | $389.11万 | 0.30% | 5,492 | -412 | -7.0% | -$29.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $385.12万 | 0.30% | 6,672 | 585 | 9.6% | $33.77万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $377.45万 | 0.29% | 7,554 | -61 | -0.8% | -$3.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $371.86万 | 0.28% | 25,745 | 208 | 0.8% | $3.00万 | 加仓 |
| IWO | ISHARES TR | $360.66万 | 0.28% | 11,492 | 1,337 | 13.2% | $41.96万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $323.47万 | 0.25% | 10,694 | -10 | -0.1% | -$3,025 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $317.64万 | 0.24% | 109,041 | 1,949 | 1.8% | $5.68万 | 加仓 |
| SGOV | ISHARES TR | $316.57万 | 0.24% | 31,449 | 12,179 | 63.2% | $122.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $316.27万 | 0.24% | 3,174 | 16 | 0.5% | $1.59万 | 加仓 |
| RTX | RTX CORPORATION | $315.75万 | 0.24% | 16,369 | -430 | -2.6% | -$8.29万 | 减仓 |
| MRK | MERCK & CO INC | $310.65万 | 0.24% | 25,825 | 859 | 3.4% | $10.33万 | 加仓 |
| ITM | VANECK ETF TRUST | $309.97万 | 0.24% | 66,760 | 2,486 | 3.9% | $11.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $308.61万 | 0.24% | 33,226 | -470 | -1.4% | -$4.37万 | 减仓 |
| ORCL | ORACLE CORP | $304.16万 | 0.23% | 20,676 | -522 | -2.5% | -$7.68万 | 减仓 |
| CSCO | CISCO SYS INC | $302.40万 | 0.23% | 38,974 | 69 | 0.2% | $5,354 | 加仓 |
| VTV | VANGUARD INDEX FDS | $301.86万 | 0.23% | 15,385 | 506 | 3.4% | $9.93万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $299.57万 | 0.23% | 14,726 | -243 | -1.6% | -$4.94万 | 减仓 |
| GE | GE AEROSPACE | $298.25万 | 0.23% | 10,510 | -108 | -1.0% | -$3.06万 | 减仓 |
| AZO | AUTOZONE INC | $297.58万 | 0.23% | 881 | -13 | -1.5% | -$4.39万 | 减仓 |
| BAC | BANK AMERICA CORP | $284.40万 | 0.22% | 58,338 | -1,448 | -2.4% | -$7.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $283.78万 | 0.22% | 27,640 | -1,395 | -4.8% | -$14.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $279.65万 | 0.21% | 4,300 | 300 | 7.5% | $19.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $277.96万 | 0.21% | 11,467 | 251 | 2.2% | $6.08万 | 加仓 |
| CB | CHUBB LTD SWITZ | $277.29万 | 0.21% | 8,508 | 305 | 3.7% | $9.94万 | 加仓 |
| SMLF | ISHARES TR | $276.09万 | 0.21% | 36,573 | 87 | 0.2% | $6,568 | 加仓 |
| IJH | ISHARES TR | $271.28万 | 0.21% | 40,172 | -154 | -0.4% | -$1.04万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $269.41万 | 0.21% | 65,438 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $268.97万 | 0.21% | 35,368 | 598 | 1.7% | $4.55万 | 加仓 |
| IEMG | ISHARES INC | $266.23万 | 0.20% | 38,169 | 4,161 | 12.2% | $29.02万 | 加仓 |
| MS | MORGAN STANLEY | $261.85万 | 0.20% | 15,911 | 17 | 0.1% | $2,798 | 加仓 |
| BIL | SPDR SERIES TRUST | $261.53万 | 0.20% | 28,539 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $261.46万 | 0.20% | 8,150 | -441 | -5.1% | -$14.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $255.67万 | 0.20% | 8,459 | 17 | 0.2% | $5,138 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $253.43万 | 0.19% | 11,065 | -917 | -7.7% | -$21.00万 | 减仓 |
| MPLX | MPLX LP | $249.97万 | 0.19% | 43,801 | 25 | 0.1% | $1,427 | 加仓 |
| GEV | GE VERNOVA INC | $245.90万 | 0.19% | 2,817 | -40 | -1.4% | -$3.49万 | 减仓 |
| LOW | LOWES COS INC | $229.20万 | 0.18% | 9,700 | -14 | -0.1% | -$3,308 | 减仓 |
| SLYG | SPDR SERIES TRUST | $227.81万 | 0.17% | 23,578 | 441 | 1.9% | $4.26万 | 加仓 |
| SHM | SPDR SERIES TRUST | $225.36万 | 0.17% | 47,116 | -2,055 | -4.2% | -$9.83万 | 减仓 |
| MCD | MCDONALDS CORP | $224.02万 | 0.17% | 7,208 | -82 | -1.1% | -$2.55万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $223.55万 | 0.17% | 13,520 | -260 | -1.9% | -$4.30万 | 减仓 |
| EMR | EMERSON ELEC CO | $220.79万 | 0.17% | 16,851 | 790 | 4.9% | $10.35万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $213.57万 | 0.16% | 12,772 | 41 | 0.3% | $6,856 | 加仓 |
| PFE | PFIZER INC | $204.92万 | 0.16% | 72,976 | -446 | -0.6% | -$1.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $204.11万 | 0.16% | 52,524 | -1,082 | -2.0% | -$4.20万 | 减仓 |