Perkins Coie Trust Co
SEATTLE WA · SEC CIK 0001513038
$6.03亿2026Q2 申报市值
260持仓数
48.0%前十大占比 · 第一大 8.7%
9 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVDE 加仓+$3,381.58万
VANGUARD MID CAP 加仓+$746.06万
BRK/B 加仓+$172.83万
AMD 新建仓+$168.39万
AMZN 加仓+$160.78万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 清仓-$461.25万
MDT 减仓-$298.06万
VEA 减仓-$229.15万
IAU 减仓-$189.50万
GOOGL 减仓-$148.55万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD FTSE DEVELOPED MKTS ETF | $5,261.05万 | 8.72% | 738,394 | -32,162 | -4.2% | -$229.15万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $4,608.32万 | 7.64% | 572,039 | -1,293 | -0.2% | -$10.42万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $3,414.47万 | 5.66% | 382,790 | 379,102 | 10,279.3% | $3,381.58万 | 加仓 |
| AAPL | APPLE INC | $2,970.40万 | 4.92% | 102,658 | 27 | 0.0% | $7,812 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $2,636.95万 | 4.37% | 206,319 | 3,795 | 1.9% | $48.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,418.70万 | 4.01% | 64,843 | 142 | 0.2% | $5.30万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $2,303.26万 | 3.82% | 105,689 | 2,689 | 2.6% | $58.60万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $2,182.67万 | 3.62% | 61,078 | -4,157 | -6.4% | -$148.55万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,612.34万 | 2.67% | 117,236 | -2,936 | -2.4% | -$40.38万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1,549.73万 | 2.57% | 23,628 | -2,242 | -8.7% | -$147.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,478.43万 | 2.45% | 73,889 | 135 | 0.2% | $2.70万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1,328.89万 | 2.20% | 52,686 | -2,733 | -4.9% | -$68.93万 | 减仓 |
| AVGO | BROADCOM INC | $1,313.92万 | 2.18% | 34,783 | -1,757 | -4.8% | -$66.37万 | 减仓 |
| AMZN | AMAZON.COM INC | $1,301.16万 | 2.16% | 54,593 | 6,746 | 14.1% | $160.78万 | 加仓 |
| ETN | EATON CORP PLC | $1,080.35万 | 1.79% | 25,354 | -761 | -2.9% | -$32.43万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1,058.04万 | 1.75% | 187,367 | 8,531 | 4.8% | $48.17万 | 加仓 |
| — | VANGUARD MID CAP ETF | $1,019.91万 | 1.69% | 126,603 | 92,609 | 272.4% | $746.06万 | 加仓 |
| V | VISA INC | $995.37万 | 1.65% | 29,013 | -291 | -1.0% | -$9.98万 | 减仓 |
| LLY | ELI LILLY & CO | $977.40万 | 1.62% | 8,149 | -14 | -0.2% | -$1.68万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $744.98万 | 1.23% | 63,425 | -1,757 | -2.7% | -$20.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $713.88万 | 1.18% | 21,810 | -1,212 | -5.3% | -$39.67万 | 减仓 |
| CVX | CHEVRON CORP | $703.13万 | 1.17% | 42,419 | 279 | 0.7% | $4.62万 | 加仓 |
| HD | HOME DEPOT INC | $685.44万 | 1.14% | 19,436 | -673 | -3.3% | -$23.73万 | 减仓 |
| XLU | UTILITIES SELECT SECTOR SPDR ETF | $656.02万 | 1.09% | 144,691 | -9,624 | -6.2% | -$43.63万 | 减仓 |
| CB | CHUBB LIMITED | $628.94万 | 1.04% | 18,459 | -1,290 | -6.5% | -$43.95万 | 减仓 |
| META | META PLATFORMS INC | $616.67万 | 1.02% | 10,948 | -1 | -0.0% | -$563 | 减仓 |
| BLK | BLACKROCK INC | $564.13万 | 0.94% | 5,867 | -138 | -2.3% | -$13.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $537.76万 | 0.89% | 36,673 | -2,003 | -5.2% | -$29.37万 | 减仓 |
| ORCL | ORACLE CORP | $533.89万 | 0.88% | 36,431 | -33 | -0.1% | -$4,836 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $523.20万 | 0.87% | 56,704 | -1,009 | -1.7% | -$9.31万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $518.97万 | 0.86% | 44,168 | -261 | -0.6% | -$3.07万 | 减仓 |
| CAT | CATERPILLAR INC | $514.12万 | 0.85% | 4,828 | -491 | -9.2% | -$52.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $507.81万 | 0.84% | 12,218 | -561 | -4.4% | -$23.32万 | 减仓 |
| WFC | WELLS FARGO & CO | $490.42万 | 0.81% | 59,353 | -359 | -0.6% | -$2.97万 | 减仓 |
| ABBV | ABBVIE INC | $475.77万 | 0.79% | 18,907 | -247 | -1.3% | -$6.22万 | 减仓 |
| UNP | UNION PACIFIC CORP | $467.84万 | 0.78% | 17,200 | -875 | -4.8% | -$23.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $444.71万 | 0.74% | 4,754 | -93 | -1.9% | -$8.70万 | 减仓 |
| PEP | PEPSICO INC | $436.96万 | 0.72% | 32,272 | -167 | -0.5% | -$2.26万 | 减仓 |
| DHR | DANAHER CORP | $428.11万 | 0.71% | 22,476 | -95 | -0.4% | -$1.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $413.16万 | 0.68% | 14,693 | -1,416 | -8.8% | -$39.82万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $371.70万 | 0.62% | 19,544 | -311 | -1.6% | -$5.91万 | 减仓 |
| GOOG | ALPHABET INC CL C | $347.67万 | 0.58% | 9,840 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $339.80万 | 0.56% | 12,197 | -842 | -6.5% | -$23.46万 | 减仓 |
| DHI | D. R. HORTON INC | $332.63万 | 0.55% | 20,422 | -231 | -1.1% | -$3.76万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $312.70万 | 0.52% | 4,553 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTERNATIONAL INC | $311.87万 | 0.52% | 8,416 | -155 | -1.8% | -$5.74万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $308.95万 | 0.51% | 9,060 | -89 | -1.0% | -$3.03万 | 减仓 |
| SYK | STRYKER CORP | $307.17万 | 0.51% | 9,757 | -191 | -1.9% | -$6.01万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $299.93万 | 0.50% | 27,901 | -113 | -0.4% | -$1.21万 | 减仓 |
| MET | METLIFE INC | $297.27万 | 0.49% | 35,135 | -4,844 | -12.1% | -$40.98万 | 减仓 |
| O | REALTY INCOME CORP | $296.40万 | 0.49% | 47,846 | 247 | 0.5% | $1.53万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC. | $287.37万 | 0.48% | 45,703 | -32 | -0.1% | -$2,012 | 减仓 |
| SBUX | STARBUCKS CORP | $276.26万 | 0.46% | 27,035 | -413 | -1.5% | -$4.22万 | 减仓 |
| T | AT&T INC | $246.31万 | 0.41% | 118,996 | -2,865 | -2.4% | -$5.93万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $241.11万 | 0.40% | 6,516 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY CO | $217.33万 | 0.36% | 22,581 | -4,512 | -16.7% | -$43.43万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $214.85万 | 0.36% | 13,136 | -1,505 | -10.3% | -$24.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $201.46万 | 0.33% | 4,026 | 3,454 | 603.8% | $172.83万 | 加仓 |
| QCOM | QUALCOMM INC | $176.38万 | 0.29% | 9,545 | -941 | -9.0% | -$17.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $168.39万 | 0.28% | 2,899 | 2,899 | — | $168.39万 | 新建仓 |
| NFLX | NETFLIX INC | $166.40万 | 0.28% | 23,306 | 4,795 | 25.9% | $34.24万 | 加仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $155.21万 | 0.26% | 62,160 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $147.60万 | 0.24% | 61,325 | 488 | 0.8% | $1.17万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $125.58万 | 0.21% | 5,902 | -181 | -3.0% | -$3.85万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $121.93万 | 0.20% | 5,153 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $115.82万 | 0.19% | 3,855 | 750 | 24.2% | $22.53万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $94.19万 | 0.16% | 1,279 | 980 | 327.8% | $72.17万 | 加仓 |
| FTEC | FIDELITY MSCI INFO TECH INDEX ETF | $86.38万 | 0.14% | 3,025 | -25 | -0.8% | -$7,139 | 减仓 |
| IAU | ISHARES GOLD TRUST ETF | $75.62万 | 0.13% | 10,014 | -25,096 | -71.5% | -$189.50万 | 减仓 |
| — | EXXON MOBIL CORP | $75.55万 | 0.13% | 5,526 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC CL A | $74.89万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $73.96万 | 0.12% | 5,956 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | $71.40万 | 0.12% | 1,495 | 0 | 0.0% | — | 不变 |
| XBI | SPDR S&P BIOTECH ETF | $66.69万 | 0.11% | 4,214 | -63 | -1.5% | -$9,970 | 减仓 |
| VLTO | VERALTO CORP | $64.18万 | 0.11% | 7,238 | -54 | -0.7% | -$4,788 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS | $59.92万 | 0.10% | 6,764 | 320 | 5.0% | $2.83万 | 加仓 |
| CME | CME GROUP INC | $57.69万 | 0.10% | 2,613 | 215 | 9.0% | $4.75万 | 加仓 |
| — | MICROSOFT CORP | $56.06万 | 0.09% | 1,503 | 114 | 8.2% | $4.25万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $54.39万 | 0.09% | 4,930 | 2,320 | 88.9% | $25.59万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $52.41万 | 0.09% | 2,162 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE GROUP INC NPV | $45.22万 | 0.07% | 3,843 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH INDEX ETF | $44.48万 | 0.07% | 5,164 | -32 | -0.6% | -$2,756 | 减仓 |
| LINE | LINEAGE INC | $42.68万 | 0.07% | 9,868 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $42.02万 | 0.07% | 3,270 | 300 | 10.1% | $3.85万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $37.02万 | 0.06% | 3,839 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $36.88万 | 0.06% | 724 | -22 | -2.9% | -$1.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $36.85万 | 0.06% | 1,451 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINANCIAL CORPORATION | $36.78万 | 0.06% | 4,750 | -75 | -1.6% | -$5,808 | 减仓 |
| — | CHEVRON CORP | $35.51万 | 0.06% | 2,142 | 287 | 15.5% | $4.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $32.50万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NEW YORK MELLON CORP | $29.20万 | 0.05% | 2,019 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD IDX FD ETF | $29.00万 | 0.05% | 1,835 | -45 | -2.4% | -$7,111 | 减仓 |
| FBP | FIRST BANCORP | $28.67万 | 0.05% | 11,000 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE INDEX ETF | $27.49万 | 0.05% | 2,646 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $27.16万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ H-Y CORP BD ETF | $27.06万 | 0.04% | 3,384 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK AS ADR | $26.56万 | 0.04% | 5,542 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $25.71万 | 0.04% | 2,202 | 0 | 0.0% | — | 不变 |
| — | UTILITIES SELECT SECTOR SPDR ETF | $25.29万 | 0.04% | 5,578 | 239 | 4.5% | $1.08万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $25.12万 | 0.04% | 1,326 | -1,423 | -51.8% | -$26.96万 | 减仓 |