Iowa State Bank
URBANDALE IA · SEC CIK 0001546967
$5.43亿2026Q1 申报市值
117持仓数
38.3%前十大占比 · 第一大 6.0%
4 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPHY 加仓+$1,856.39万
IWM 加仓+$637.61万
IEMG 加仓+$450.12万
KO 新建仓+$328.93万
NFLX 新建仓+$231.98万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$709.98万
EOG 清仓-$238.52万
CAH 减仓-$193.05万
PYPL 清仓-$166.62万
NSC 清仓-$139.19万
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 |
|---|---|---|---|---|---|---|---|---|
| DIA | State Street SPDR Dow Jones Indl Average | $687.48万 | 1.27% | 14,840 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corp PLC | $689.77万 | 1.27% | 19,285 | -26 | -0.1% | -$9,299 | 减仓 |
| IWM | iShares Russell 2000 Index ETF | $714.24万 | 1.31% | 28,800 | 25,710 | 832.0% | $637.61万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $743.29万 | 1.37% | 15,511 | -905 | -5.5% | -$43.37万 | 减仓 |
| META | Meta Platforms Inc | $761.62万 | 1.40% | 13,312 | 1,757 | 15.2% | $100.52万 | 加仓 |
| CAH | Cardinal Health Inc | $806.76万 | 1.48% | 38,179 | -9,136 | -19.3% | -$193.05万 | 减仓 |
| JNJ | Johnson & Johnson | $813.94万 | 1.50% | 33,298 | -3,548 | -9.6% | -$86.73万 | 减仓 |
| EMR | Emerson Electric Co | $832.23万 | 1.53% | 63,519 | -939 | -1.5% | -$12.30万 | 减仓 |
| CVX | Chevron Corp | $867.78万 | 1.60% | 41,942 | 2,267 | 5.7% | $46.90万 | 加仓 |
| MS | Morgan Stanley | $972.13万 | 1.79% | 59,071 | -531 | -0.9% | -$8.74万 | 减仓 |
| ABBV | Abbvie Inc | $985.80万 | 1.81% | 45,326 | -5,040 | -10.0% | -$109.61万 | 减仓 |
| AMZN | Amazon Inc | $987.78万 | 1.82% | 47,428 | -1,182 | -2.4% | -$24.62万 | 减仓 |
| CSCO | Cisco Systems Inc | $1,031.07万 | 1.90% | 132,887 | 2,661 | 2.0% | $20.65万 | 加仓 |
| — | Exxon Mobil Corp | $1,180.12万 | 2.17% | 69,558 | 5,395 | 8.4% | $91.53万 | 加仓 |
| IJR | iShares Core S&P Small-Cap 600 ETF | $1,262.22万 | 2.32% | 101,538 | -57,114 | -36.0% | -$709.98万 | 减仓 |
| MSFT | Microsoft Corp | $1,489.93万 | 2.74% | 40,250 | 153 | 0.4% | $5.66万 | 加仓 |
| NVDA | NVIDIA Corp | $1,622.57万 | 2.99% | 93,037 | 4,610 | 5.2% | $80.40万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $1,727.26万 | 3.18% | 60,066 | -3,175 | -5.0% | -$91.30万 | 减仓 |
| AAPL | Apple Inc | $1,927.03万 | 3.55% | 75,930 | -2,638 | -3.4% | -$66.95万 | 减仓 |
| JPM | JP Morgan Chase & Co | $1,928.10万 | 3.55% | 65,546 | 1,779 | 2.8% | $52.33万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Mkts ETF | $1,938.76万 | 3.57% | 277,958 | 64,533 | 30.2% | $450.12万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap 400 Index ETF | $2,568.62万 | 4.73% | 380,367 | -5,543 | -1.4% | -$37.43万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $3,127.18万 | 5.75% | 345,430 | 21,567 | 6.7% | $195.25万 | 加仓 |
| SPHY | State Street SPDR Portfolio High Yield ETF | $3,248.05万 | 5.98% | 1,392,819 | 796,051 | 133.4% | $1,856.39万 | 加仓 |