13F 机构持仓

Iowa State Bank

URBANDALE IA · SEC CIK 0001546967

2026Q22026Q1 更早 9 个季度 🔒
$5.98亿2026Q2 申报市值
118持仓数
38.9%前十大占比 · 第一大 5.7%
4 / 5新建仓 / 清仓
申报市值走势$5.98亿2026Q2
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

IEFA 5.7%
SPHY 5.6%
IJH 4.9%
IEMG 3.9%
AAPL 3.6%
GOOGL 3.6%
JPM 3.4%
NVDA 3.1%
IJR 2.5%
MSFT 2.5%

2026Q2 买入最多 按季末市值估算

TXN 新建仓+$187.87万
MU 加仓+$175.68万
CASY 新建仓+$171.28万
SPHY 加仓+$100.22万
NKE 加仓+$80.48万

2026Q2 卖出最多 按季末市值估算

DD 减仓-$600.04万
Honeywell Intl I 清仓-$302.93万
PG 减仓-$173.83万
JPM 减仓-$133.35万
MS 减仓-$126.16万

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
— Honeywell Intl Inc $00.00%0 -13,402-100.0% -$302.93万 清仓
WFC Wells Fargo & Co $00.00%0 -6,282-100.0% -$50.01万 清仓
DE Deere & Company $00.00%0 -642-100.0% -$36.16万 清仓
LGLV State St SPDR US Low Volatility Index ETF $00.00%0 -1,329-100.0% -$23.67万 清仓
MRK Merck & Co Inc $00.00%0 -1,696-100.0% -$20.40万 清仓
CATX Perspective Therapeutics Inc $6.50万0.01%19,061 00.0% — 不变
BDJ BlackRock Enhanced Equity Dividend Trust $14.06万0.02%14,696 00.0% — 不变
UNP Union Pacific Corp $20.56万0.03%756 756— $20.56万 新建仓
ED Consolidated Edison Inc $20.80万0.03%1,880 00.0% — 不变
HSY The Hershey Company $21.11万0.04%1,203 00.0% — 不变
IWL iShares Russell Top 200 ETF $22.60万0.04%1,222 00.0% — 重新持有
XLE State Street Energy Select Sector SPDR ETF $24.35万0.04%4,584 00.0% — 不变
INTC Intel Corp $24.71万0.04%1,770 1,770— $24.71万 新建仓
PRF Invesco RAFI US 1000 ETF $25.66万0.04%4,750 00.0% — 不变
VIG Vanguard Dividend Appreciation ETF $27.90万0.05%1,179 00.0% — 不变
AFL AFLAC Incorporated $29.58万0.05%2,523 00.0% — 不变
VNQ Vanguard Real Estate ETF $30.55万0.05%3,168 00.0% — 不变
VGIT Vanguard Intermediate-Term Treas Fd ETF $31.09万0.05%5,271 00.0% — 不变
QCOM QUALCOMM Inc $31.47万0.05%1,703 -65-3.7% -$1.20万 减仓
XLV State Street Health Care Select Sec SPDR ETF $31.73万0.05%2,000 00.0% — 不变
RY Royal Bank Canada Montreal $32.14万0.05%1,553 00.0% — 不变
IWB iShares Russell 1000 ETF $32.76万0.05%800 00.0% — 不变
MEAR iShares US ETF Tr Blackrock Short $33.50万0.06%6,649 00.0% — 不变
SPYV State Street SPDR Portfolio S&P 500 Value ETF $43.16万0.07%7,100 00.0% — 不变
MUB iShares National Muni Bond ETF $45.58万0.08%4,235 00.0% — 不变
VBR Vanguard Small Cap Value ETF $51.00万0.09%2,099 00.0% — 不变
DFNM Dimensional National ETF $54.48万0.09%11,271 00.0% — 不变
VEA Vanguard FTSE Dev Mkt ETF $54.81万0.09%7,693 00.0% — 不变
IHF iShares Dow Jones US Health Care Prov Index $55.33万0.09%10,000 00.0% — 不变
PFG Principal Financial Group $59.03万0.10%5,477 -30-0.5% -$3,233 减仓
HD Home Depot Inc $63.76万0.11%1,808 -172-8.7% -$6.07万 减仓
CWI State Street SPDR MSCI ACWI ex-US ETF $70.55万0.12%17,346 00.0% — 不变
QQQ Invesco QQQ Trust $74.16万0.12%1,007 00.0% — 不变
DFIV Dimensional International Value Fund ETF $85.42万0.14%15,812 00.0% — 不变
ING ING Groep NV ADR $98.87万0.17%31,507 00.0% — 不变
MDT Medtronic plc $108.40万0.18%13,857 -418-2.9% -$3.27万 减仓
ABT Abbott Laboratories $151.37万0.25%16,682 -179-1.1% -$1.62万 减仓
SYY Sysco Corp $151.49万0.25%18,125 4002.3% $3.34万 加仓
EXC Exelon Corp $153.13万0.26%32,847 3581.1% $1.67万 加仓
VTI Vanguard Total Stock Market $153.38万0.26%4,145 00.0% — 不变
BMY Bristol-Myers Squibb Corp $170.75万0.29%29,634 -794-2.6% -$4.58万 减仓
CASY Caseys General Stores Inc $171.28万0.29%2,155 2,155— $171.28万 新建仓
AGG iShares Core U.S. Agg Bond ETF $171.81万0.29%17,358 -3,036-14.9% -$30.05万 减仓
NFLX Netflix, Inc $174.97万0.29%24,506 3791.6% $2.71万 加仓
MDLZ Mondelez International Inc $175.30万0.29%30,307 4021.3% $2.33万 加仓
T AT&T Inc $182.41万0.30%88,122 6980.8% $1.44万 加仓
TXN Texas Instruments Inc $187.87万0.31%6,303 6,303— $187.87万 新建仓
COR Cencora, Inc $190.45万0.32%6,730 -36-0.5% -$1.02万 减仓
VTV Vanguard Value Index Fund ETF $193.76万0.32%8,891 00.0% — 不变
NKE Nike Inc Class B $195.58万0.33%47,644 19,60569.9% $80.48万 加仓
COST Costco Wholesale Corp $197.48万0.33%2,111 -6-0.3% -$5,613 减仓
FCX Freeport-McMoran, Inc $209.27万0.35%33,276 -316-0.9% -$1.99万 减仓
PFE Pfizer Inc $210.70万0.35%87,501 -284-0.3% -$6,839 减仓
CVS CVS Health Corporation $214.33万0.36%20,718 1840.9% $1.90万 加仓
TJX TJX Companies Inc $224.99万0.38%14,851 -285-1.9% -$4.32万 减仓
GILD Gilead Sciences Inc $237.29万0.40%18,782 1200.6% $1.52万 加仓
IVV iShares Core S&P 500 ETF $245.11万0.41%3,273 00.0% — 不变
WMT Wal-Mart Stores Inc $259.34万0.43%22,898 -66-0.3% -$7,475 减仓
DLR Digital Realty Trust Inc $261.43万0.44%14,558 2441.7% $4.38万 加仓
AMT American Tower Corp REIT $263.69万0.44%16,121 -15-0.1% -$2,454 减仓
ICE Intercontinental Exchange Inc $268.17万0.45%21,783 -277-1.3% -$3.41万 减仓
MCD McDonalds Corp $271.77万0.45%10,054 1101.1% $2.97万 加仓
LOW Lowes Companies Inc $272.92万0.46%12,378 260.2% $5,733 加仓
LIN Linde Plc $276.49万0.46%5,328 551.0% $2.85万 加仓
SCHW Charles Schwab Corp $277.72万0.46%30,099 -152-0.5% -$1.40万 减仓
MAS Masco Corp $278.58万0.47%34,236 -448-1.3% -$3.65万 减仓
SPYG State Street SPDR S&P 500 Growth ETF $284.12万0.47%23,878 700.3% $8,329 加仓
JCI Johnson Ctls Intl Plc $290.96万0.49%19,914 -37-0.2% -$5,406 减仓
CRM Salesforce Inc $298.99万0.50%19,085 -247-1.3% -$3.87万 减仓
— Honeywell Intl Inc $300.72万0.50%13,516 2662.0% $5.92万 重新持有
WM Waste Management Inc $300.75万0.50%13,494 1050.8% $2.34万 加仓
MET MetLife Inc $302.21万0.51%35,718 -1,136-3.1% -$9.61万 减仓
DD DuPont De Nemours Inc $312.23万0.52%23,019 -44,238-65.8% -$600.04万 减仓
BLK BlackRock, Inc. $340.58万0.57%3,542 170.5% $1.63万 加仓
UPS United Parcel Service $344.64万0.58%32,060 00.0% — 不变
PG Procter & Gamble Co $349.55万0.58%23,837 -11,854-33.2% -$173.83万 减仓
AMGN Amgen Inc $349.55万0.58%9,653 1271.3% $4.60万 加仓
TFC Truist Financial Corp $350.90万0.59%70,434 -1,359-1.9% -$6.77万 减仓
DIS Walt Disney Company $354.28万0.59%36,808 1400.4% $1.35万 加仓
KO Coca Cola Co $365.32万0.61%44,952 1,7003.9% $13.82万 加仓
ADI Analog Devices Inc $391.45万0.65%9,856 -53-0.5% -$2.11万 减仓
VZ Verizon Communications Inc $395.35万0.66%93,374 3,1793.5% $13.46万 加仓
PEP Pepsico Inc $430.94万0.72%31,827 1440.5% $1.95万 加仓
PLTR Palantir Technologies Inc $438.60万0.73%37,593 -101-0.3% -$1.18万 减仓
PRU Prudential Financial $446.25万0.75%41,346 -5,607-11.9% -$60.52万 减仓
YUM Yum Brands Inc $487.40万0.81%30,489 -129-0.4% -$2.06万 减仓
ORCL Oracle Corp $517.29万0.86%35,298 -100-0.3% -$1.47万 减仓
BRK/A Berkshire Hathaway Inc Cl A $524.20万0.88%7 00.0% — 不变
BAC Bank of America Corp $534.12万0.89%93,739 4440.5% $2.53万 加仓
DUK Duke Energy Corp $537.98万0.90%42,501 6431.5% $8.14万 加仓
V Visa Inc $583.12万0.97%16,996 -355-2.0% -$12.18万 减仓
LLY Eli Lilly & Co $614.11万1.03%5,120 -18-0.4% -$2.16万 减仓
RTX RTX Corporation $667.98万1.12%35,207 1650.5% $3.13万 加仓
AVGO Broadcom Inc $669.86万1.12%17,733 140.1% $5,289 加仓
MU Micron Tech $679.07万1.13%5,883 1,52234.9% $175.68万 加仓
CVX Chevron Corp $701.53万1.17%42,322 3800.9% $6.30万 加仓
IBM IBM Corp $708.09万1.18%25,180 2951.2% $8.30万 加仓
PANW Palo Alto Networks Inc $725.42万1.21%21,272 -159-0.7% -$5.42万 减仓
SPY State Street SPDR S&P 500 ETF Trust $733.25万1.23%9,819 -105-1.1% -$7.84万 减仓
BRK/B Berkshire Hathaway Inc Cl B $768.65万1.28%15,361 -150-1.0% -$7.51万 减仓