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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG Resources Inc | $0 | 0.00% | 0 | -22,714 | -100.0% | -$238.52万 | 清仓 |
| PYPL | PayPal Holdings Inc | $0 | 0.00% | 0 | -28,540 | -100.0% | -$166.62万 | 清仓 |
| NSC | Norfolk Southern Corp | $0 | 0.00% | 0 | -4,821 | -100.0% | -$139.19万 | 清仓 |
| XLK | State Street Tech Select Sector SPDR ETF | $0 | 0.00% | 0 | -2,662 | -100.0% | -$38.32万 | 清仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $0 | 0.00% | 0 | -5,750 | -100.0% | -$31.49万 | 清仓 |
| XLP | Consumer Staples Select Sector SPDR ETF | $0 | 0.00% | 0 | -2,780 | -100.0% | -$21.59万 | 清仓 |
| IWL | iShares Russell Top 200 ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CATX | Perspective Therapeutics Inc | $7.95万 | 0.01% | 19,061 | 0 | 0.0% | — | 不变 |
| BDJ | BlackRock Enhanced Equity Dividend Trust | $12.67万 | 0.02% | 14,696 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc | $20.40万 | 0.04% | 1,696 | -1,124 | -39.9% | -$13.52万 | 减仓 |
| ED | Consolidated Edison Inc | $21.28万 | 0.04% | 1,880 | 1,880 | — | $21.28万 | 新建仓 |
| PRF | Invesco RAFI US 1000 ETF | $22.58万 | 0.04% | 4,750 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM Inc | $22.77万 | 0.04% | 1,768 | -1,072 | -37.7% | -$13.81万 | 减仓 |
| LGLV | State St SPDR US Low Volatility Index ETF | $23.67万 | 0.04% | 1,329 | -162 | -10.9% | -$2.89万 | 减仓 |
| HSY | The Hershey Company | $25.01万 | 0.05% | 1,203 | -75 | -5.9% | -$1.56万 | 减仓 |
| RY | Royal Bank Canada Montreal | $25.12万 | 0.05% | 1,553 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $25.36万 | 0.05% | 1,179 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC Incorporated | $27.68万 | 0.05% | 2,523 | 0 | 0.0% | — | 不变 |
| XLE | State Street Energy Select Sector SPDR ETF | $28.08万 | 0.05% | 4,584 | -2,280 | -33.2% | -$13.97万 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $28.10万 | 0.05% | 3,168 | 123 | 4.0% | $1.09万 | 加仓 |
| IWB | iShares Russell 1000 ETF | $28.52万 | 0.05% | 800 | 0 | 0.0% | — | 不变 |
| XLV | State Street Health Care Select Sec SPDR ETF | $29.32万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| VGIT | Vanguard Intermediate-Term Treas Fd ETF | $31.39万 | 0.06% | 5,271 | 0 | 0.0% | — | 不变 |
| MEAR | iShares US ETF Tr Blackrock Short | $33.47万 | 0.06% | 6,649 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $36.16万 | 0.07% | 642 | 68 | 11.8% | $3.83万 | 加仓 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $40.17万 | 0.07% | 7,100 | 0 | 0.0% | — | 不变 |
| IHF | iShares Dow Jones US Health Care Prov Index | $41.85万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni Bond ETF | $44.95万 | 0.08% | 4,235 | 109 | 2.6% | $1.16万 | 加仓 |
| VBR | Vanguard Small-Cap Value ETF | $45.60万 | 0.08% | 2,099 | -432 | -17.1% | -$9.39万 | 减仓 |
| VEA | Vanguard FTSE Dev Mkt ETF | $49.30万 | 0.09% | 7,693 | 182 | 2.4% | $1.17万 | 加仓 |
| PFG | Principal Financial Group | $49.62万 | 0.09% | 5,507 | -223 | -3.9% | -$2.01万 | 减仓 |
| WFC | Wells Fargo & Co | $50.01万 | 0.09% | 6,282 | 0 | 0.0% | — | 不变 |
| DFNM | Dimensional National ETF | $54.02万 | 0.10% | 11,271 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $58.12万 | 0.11% | 1,007 | -15 | -1.5% | -$8,658 | 减仓 |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | $63.47万 | 0.12% | 17,346 | -202 | -1.2% | -$7,391 | 减仓 |
| HD | Home Depot Inc | $65.12万 | 0.12% | 1,980 | 0 | 0.0% | — | 不变 |
| ING | ING Groep NV ADR | $82.08万 | 0.15% | 31,507 | -81 | -0.3% | -$2,110 | 减仓 |
| DFIV | Dimensional International Value Fund ETF | $83.46万 | 0.15% | 15,812 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic plc | $123.69万 | 0.23% | 14,275 | -3,740 | -20.8% | -$32.41万 | 减仓 |
| SYY | Sysco Corp | $126.43万 | 0.23% | 17,725 | 123 | 0.7% | $8,774 | 加仓 |
| VTI | Vanguard Total Stock Market | $132.98万 | 0.24% | 4,145 | 99 | 2.4% | $3.18万 | 加仓 |
| MU | Micron Tech | $147.33万 | 0.27% | 4,361 | 4,361 | — | $147.33万 | 新建仓 |
| CVS | CVS Health Corporation | $147.48万 | 0.27% | 20,534 | -689 | -3.2% | -$4.95万 | 减仓 |
| NKE | Nike Inc Class B | $148.10万 | 0.27% | 28,039 | 1,597 | 6.0% | $8.44万 | 加仓 |
| EXC | Exelon Corp | $159.26万 | 0.29% | 32,489 | -203 | -0.6% | -$9,951 | 减仓 |
| MDLZ | Mondelez International Inc | $172.37万 | 0.32% | 29,905 | -1,949 | -6.1% | -$11.23万 | 减仓 |
| ABT | Abbott Laboratories | $173.11万 | 0.32% | 16,861 | 2,934 | 21.1% | $30.12万 | 加仓 |
| VTV | Vanguard Value Index Fund ETF | $174.44万 | 0.32% | 8,891 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb Corp | $184.55万 | 0.34% | 30,428 | -16,370 | -35.0% | -$99.28万 | 减仓 |
| FCX | Freeport-McMoran, Inc | $197.45万 | 0.36% | 33,592 | -15,467 | -31.5% | -$90.92万 | 减仓 |
| AGG | iShares Core U.S. Agg Bond ETF | $202.45万 | 0.37% | 20,394 | -4,779 | -19.0% | -$47.44万 | 减仓 |
| MAS | Masco Corp | $209.39万 | 0.39% | 34,684 | 227 | 0.7% | $1.37万 | 加仓 |
| COST | Costco Wholesale Corp | $210.94万 | 0.39% | 2,117 | 27 | 1.3% | $2.69万 | 加仓 |
| COR | Cencora, Inc | $212.55万 | 0.39% | 6,766 | -87 | -1.3% | -$2.73万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $213.80万 | 0.39% | 3,273 | 72 | 2.2% | $4.70万 | 加仓 |
| NFLX | Netflix, Inc | $231.98万 | 0.43% | 24,127 | 24,127 | — | $231.98万 | 新建仓 |
| SPYG | State Street SPDR S&P 500 Growth ETF | $233.10万 | 0.43% | 23,808 | -1,798 | -7.0% | -$17.60万 | 减仓 |
| TJX | TJX Companies Inc | $241.72万 | 0.44% | 15,136 | -303 | -2.0% | -$4.84万 | 减仓 |
| PFE | Pfizer Inc | $246.50万 | 0.45% | 87,785 | -1,473 | -1.7% | -$4.14万 | 减仓 |
| T | AT&T Inc | $253.44万 | 0.47% | 87,424 | 2,812 | 3.3% | $8.15万 | 加仓 |
| DLR | Digital Realty Trust Inc | $257.95万 | 0.47% | 14,314 | -68 | -0.5% | -$1.23万 | 减仓 |
| GILD | Gilead Sciences Inc | $260.09万 | 0.48% | 18,662 | -4,042 | -17.8% | -$56.33万 | 减仓 |
| MET | MetLife Inc | $260.63万 | 0.48% | 36,854 | -9,605 | -20.7% | -$67.93万 | 减仓 |
| JCI | Johnson Ctls Intl Plc | $261.26万 | 0.48% | 19,951 | -38 | -0.2% | -$4,976 | 减仓 |
| LIN | Linde Plc | $261.41万 | 0.48% | 5,273 | -141 | -2.6% | -$6.99万 | 减仓 |
| AMT | American Tower Corp REIT | $278.48万 | 0.51% | 16,136 | 1,756 | 12.2% | $30.31万 | 加仓 |
| SCHW | Charles Schwab Corp | $284.30万 | 0.52% | 30,251 | -15 | -0.0% | -$1,410 | 减仓 |
| WMT | Wal-Mart Stores Inc | $285.40万 | 0.53% | 22,964 | -1,790 | -7.2% | -$22.25万 | 减仓 |
| LOW | Lowes Companies Inc | $291.85万 | 0.54% | 12,352 | -582 | -4.5% | -$13.75万 | 减仓 |
| — | Honeywell Intl Inc | $302.93万 | 0.56% | 13,402 | 152 | 1.1% | $3.44万 | 加仓 |
| WM | Waste Management Inc | $307.67万 | 0.57% | 13,389 | 54 | 0.4% | $1.24万 | 加仓 |
| — | Du Pont De Nemours Inc | $308.04万 | 0.57% | 67,257 | 41,770 | 163.9% | $191.31万 | 加仓 |
| MCD | McDonalds Corp | $309.05万 | 0.57% | 9,944 | -202 | -2.0% | -$6.28万 | 减仓 |
| ADI | Analog Devices Inc | $315.24万 | 0.58% | 9,909 | 63 | 0.6% | $2.00万 | 加仓 |
| UPS | United Parcel Service | $315.41万 | 0.58% | 32,060 | -128 | -0.4% | -$1.26万 | 减仓 |
| KO | Coca Cola Co | $328.93万 | 0.61% | 43,252 | 43,252 | — | $328.93万 | 新建仓 |
| TFC | Truist Financial Corp | $330.03万 | 0.61% | 71,793 | -15,461 | -17.7% | -$71.07万 | 减仓 |
| AMGN | Amgen Inc | $335.17万 | 0.62% | 9,526 | -105 | -1.1% | -$3.69万 | 减仓 |
| BLK | BlackRock, Inc. | $339.00万 | 0.62% | 3,525 | -75 | -2.1% | -$7.21万 | 减仓 |
| PANW | Palo Alto Networks Inc | $343.58万 | 0.63% | 21,431 | 597 | 2.9% | $9.57万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $346.96万 | 0.64% | 22,060 | -32 | -0.1% | -$5,033 | 减仓 |
| DIS | Walt Disney Company | $353.41万 | 0.65% | 36,668 | 260 | 0.7% | $2.51万 | 加仓 |
| CRM | Salesforce Inc | $360.87万 | 0.66% | 19,332 | 1,141 | 6.3% | $21.30万 | 加仓 |
| VZ | Verizon Communications Inc | $452.78万 | 0.83% | 90,195 | -5,933 | -6.2% | -$29.78万 | 减仓 |
| BAC | Bank of America Corp | $454.81万 | 0.84% | 93,295 | -1,795 | -1.9% | -$8.75万 | 减仓 |
| PRU | Prudential Financial | $458.68万 | 0.84% | 46,953 | 1,612 | 3.6% | $15.75万 | 加仓 |
| LLY | Eli Lilly & Co | $472.58万 | 0.87% | 5,138 | -518 | -9.2% | -$47.64万 | 减仓 |
| YUM | Yum Brands Inc | $476.05万 | 0.88% | 30,618 | 69 | 0.2% | $1.07万 | 加仓 |
| PEP | Pepsico Inc | $492.01万 | 0.91% | 31,683 | -24 | -0.1% | -$3,727 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $502.70万 | 0.93% | 7 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $515.52万 | 0.95% | 35,691 | -2,336 | -6.1% | -$33.74万 | 减仓 |
| ORCL | Oracle Corp | $520.74万 | 0.96% | 35,398 | 3,701 | 11.7% | $54.45万 | 加仓 |
| V | Visa Inc | $524.42万 | 0.96% | 17,351 | -497 | -2.8% | -$15.02万 | 减仓 |
| DUK | Duke Energy Corp | $548.09万 | 1.01% | 41,858 | 1,530 | 3.8% | $20.03万 | 加仓 |
| AVGO | Broadcom Inc | $548.42万 | 1.01% | 17,719 | 1,136 | 6.9% | $35.16万 | 加仓 |
| PLTR | Palantir Technologies Inc | $551.39万 | 1.01% | 37,694 | 6,405 | 20.5% | $93.69万 | 加仓 |
| IBM | IBM Corp | $603.19万 | 1.11% | 24,885 | 2,080 | 9.1% | $50.42万 | 加仓 |
| CAT | Caterpillar Inc | $629.47万 | 1.16% | 8,885 | -165 | -1.8% | -$11.69万 | 减仓 |
| SPY | State Street SPDR S&P 500 ETF Trust | $645.40万 | 1.19% | 9,924 | -482 | -4.6% | -$31.35万 | 减仓 |
| RTX | RTX Corporation | $675.96万 | 1.24% | 35,042 | -406 | -1.1% | -$7.83万 | 减仓 |