Iowa State Bank
URBANDALE IA · SEC CIK 0001546967
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | iShares Core MSCI EAFE ETF | $3,408.54万 | 5.70% | 352,924 | 7,494 | 2.2% | $72.38万 | 加仓 |
| SPHY | State Street SPDR Portfolio High Yield ETF | $3,364.98万 | 5.62% | 1,435,573 | 42,754 | 3.1% | $100.22万 | 加仓 |
| IJH | iShares Core S&P Mid Cap 400 Index ETF | $2,960.89万 | 4.95% | 383,982 | 3,615 | 1.0% | $27.88万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Mkts ETF | $2,335.08万 | 3.90% | 281,878 | 3,920 | 1.4% | $32.47万 | 加仓 |
| AAPL | Apple Inc | $2,162.50万 | 3.61% | 74,734 | -1,196 | -1.6% | -$34.61万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $2,149.65万 | 3.59% | 60,152 | 86 | 0.1% | $3.07万 | 加仓 |
| JPM | JP Morgan Chase & Co | $2,012.16万 | 3.36% | 61,472 | -4,074 | -6.2% | -$133.35万 | 减仓 |
| NVDA | NVIDIA Corp | $1,869.72万 | 3.12% | 93,444 | 407 | 0.4% | $8.14万 | 加仓 |
| IJR | iShares Core S&P Small Cap 600 ETF | $1,518.22万 | 2.54% | 102,368 | 830 | 0.8% | $12.31万 | 加仓 |
| MSFT | Microsoft Corp | $1,498.68万 | 2.50% | 40,177 | -73 | -0.2% | -$2.72万 | 减仓 |
| CSCO | Cisco Systems Inc | $1,460.71万 | 2.44% | 124,358 | -8,529 | -6.4% | -$100.18万 | 减仓 |
| ABBV | Abbvie Inc | $1,139.07万 | 1.90% | 45,266 | -60 | -0.1% | -$1.51万 | 减仓 |
| AMZN | Amazon Inc | $1,120.82万 | 1.87% | 47,026 | -402 | -0.8% | -$9.58万 | 减仓 |
| MS | Morgan Stanley | $1,108.66万 | 1.85% | 53,036 | -6,035 | -10.2% | -$126.16万 | 减仓 |
| — | Exxon Mobil Corp | $958.12万 | 1.60% | 70,079 | 521 | 0.7% | $7.12万 | 加仓 |
| CAT | Caterpillar Inc | $953.83万 | 1.59% | 8,957 | 72 | 0.8% | $7.67万 | 加仓 |
| IWM | iShares Russell 2000 Index ETF | $920.46万 | 1.54% | 30,636 | 1,836 | 6.4% | $55.16万 | 加仓 |
| EMR | Emerson Electric Co | $907.61万 | 1.52% | 63,403 | -116 | -0.2% | -$1.66万 | 减仓 |
| CAH | Cardinal Health Inc | $905.60万 | 1.51% | 38,121 | -58 | -0.2% | -$1.38万 | 减仓 |
| JNJ | Johnson & Johnson | $848.11万 | 1.42% | 33,394 | 96 | 0.3% | $2.44万 | 加仓 |
| ETN | Eaton Corp PLC | $825.91万 | 1.38% | 19,382 | 97 | 0.5% | $4.13万 | 加仓 |
| META | Meta Platforms Inc | $816.55万 | 1.36% | 14,496 | 1,184 | 8.9% | $66.69万 | 加仓 |
| DIA | State Street SPDR Dow Jones Indl Average | $775.23万 | 1.30% | 14,840 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc Cl B | $768.65万 | 1.28% | 15,361 | -150 | -1.0% | -$7.51万 | 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 |
| PANW | Palo Alto Networks Inc | $725.42万 | 1.21% | 21,272 | -159 | -0.7% | -$5.42万 | 减仓 |
| IBM | IBM Corp | $708.09万 | 1.18% | 25,180 | 295 | 1.2% | $8.30万 | 加仓 |
| CVX | Chevron Corp | $701.53万 | 1.17% | 42,322 | 380 | 0.9% | $6.30万 | 加仓 |
| MU | Micron Tech | $679.07万 | 1.13% | 5,883 | 1,522 | 34.9% | $175.68万 | 加仓 |
| AVGO | Broadcom Inc | $669.86万 | 1.12% | 17,733 | 14 | 0.1% | $5,289 | 加仓 |
| RTX | RTX Corporation | $667.98万 | 1.12% | 35,207 | 165 | 0.5% | $3.13万 | 加仓 |
| LLY | Eli Lilly & Co | $614.11万 | 1.03% | 5,120 | -18 | -0.4% | -$2.16万 | 减仓 |
| V | Visa Inc | $583.12万 | 0.97% | 16,996 | -355 | -2.0% | -$12.18万 | 减仓 |
| DUK | Duke Energy Corp | $537.98万 | 0.90% | 42,501 | 643 | 1.5% | $8.14万 | 加仓 |
| BAC | Bank of America Corp | $534.12万 | 0.89% | 93,739 | 444 | 0.5% | $2.53万 | 加仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $524.20万 | 0.88% | 7 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $517.29万 | 0.86% | 35,298 | -100 | -0.3% | -$1.47万 | 减仓 |
| YUM | Yum Brands Inc | $487.40万 | 0.81% | 30,489 | -129 | -0.4% | -$2.06万 | 减仓 |
| PRU | Prudential Financial | $446.25万 | 0.75% | 41,346 | -5,607 | -11.9% | -$60.52万 | 减仓 |
| PLTR | Palantir Technologies Inc | $438.60万 | 0.73% | 37,593 | -101 | -0.3% | -$1.18万 | 减仓 |
| PEP | Pepsico Inc | $430.94万 | 0.72% | 31,827 | 144 | 0.5% | $1.95万 | 加仓 |
| VZ | Verizon Communications Inc | $395.35万 | 0.66% | 93,374 | 3,179 | 3.5% | $13.46万 | 加仓 |
| ADI | Analog Devices Inc | $391.45万 | 0.65% | 9,856 | -53 | -0.5% | -$2.11万 | 减仓 |
| KO | Coca Cola Co | $365.32万 | 0.61% | 44,952 | 1,700 | 3.9% | $13.82万 | 加仓 |
| DIS | Walt Disney Company | $354.28万 | 0.59% | 36,808 | 140 | 0.4% | $1.35万 | 加仓 |
| TFC | Truist Financial Corp | $350.90万 | 0.59% | 70,434 | -1,359 | -1.9% | -$6.77万 | 减仓 |
| AMGN | Amgen Inc | $349.55万 | 0.58% | 9,653 | 127 | 1.3% | $4.60万 | 加仓 |
| PG | Procter & Gamble Co | $349.55万 | 0.58% | 23,837 | -11,854 | -33.2% | -$173.83万 | 减仓 |
| UPS | United Parcel Service | $344.64万 | 0.58% | 32,060 | 0 | 0.0% | — | 不变 |
| BLK | BlackRock, Inc. | $340.58万 | 0.57% | 3,542 | 17 | 0.5% | $1.63万 | 加仓 |
| DD | DuPont De Nemours Inc | $312.23万 | 0.52% | 23,019 | -44,238 | -65.8% | -$600.04万 | 减仓 |
| MET | MetLife Inc | $302.21万 | 0.51% | 35,718 | -1,136 | -3.1% | -$9.61万 | 减仓 |
| WM | Waste Management Inc | $300.75万 | 0.50% | 13,494 | 105 | 0.8% | $2.34万 | 加仓 |
| — | Honeywell Intl Inc | $300.72万 | 0.50% | 13,516 | 266 | 2.0% | $5.92万 | 重新持有 |
| CRM | Salesforce Inc | $298.99万 | 0.50% | 19,085 | -247 | -1.3% | -$3.87万 | 减仓 |
| JCI | Johnson Ctls Intl Plc | $290.96万 | 0.49% | 19,914 | -37 | -0.2% | -$5,406 | 减仓 |
| SPYG | State Street SPDR S&P 500 Growth ETF | $284.12万 | 0.47% | 23,878 | 70 | 0.3% | $8,329 | 加仓 |
| MAS | Masco Corp | $278.58万 | 0.47% | 34,236 | -448 | -1.3% | -$3.65万 | 减仓 |
| SCHW | Charles Schwab Corp | $277.72万 | 0.46% | 30,099 | -152 | -0.5% | -$1.40万 | 减仓 |
| LIN | Linde Plc | $276.49万 | 0.46% | 5,328 | 55 | 1.0% | $2.85万 | 加仓 |
| LOW | Lowes Companies Inc | $272.92万 | 0.46% | 12,378 | 26 | 0.2% | $5,733 | 加仓 |
| MCD | McDonalds Corp | $271.77万 | 0.45% | 10,054 | 110 | 1.1% | $2.97万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $268.17万 | 0.45% | 21,783 | -277 | -1.3% | -$3.41万 | 减仓 |
| AMT | American Tower Corp REIT | $263.69万 | 0.44% | 16,121 | -15 | -0.1% | -$2,454 | 减仓 |
| DLR | Digital Realty Trust Inc | $261.43万 | 0.44% | 14,558 | 244 | 1.7% | $4.38万 | 加仓 |
| WMT | Wal-Mart Stores Inc | $259.34万 | 0.43% | 22,898 | -66 | -0.3% | -$7,475 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $245.11万 | 0.41% | 3,273 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $237.29万 | 0.40% | 18,782 | 120 | 0.6% | $1.52万 | 加仓 |
| TJX | TJX Companies Inc | $224.99万 | 0.38% | 14,851 | -285 | -1.9% | -$4.32万 | 减仓 |
| CVS | CVS Health Corporation | $214.33万 | 0.36% | 20,718 | 184 | 0.9% | $1.90万 | 加仓 |
| PFE | Pfizer Inc | $210.70万 | 0.35% | 87,501 | -284 | -0.3% | -$6,839 | 减仓 |
| FCX | Freeport-McMoran, Inc | $209.27万 | 0.35% | 33,276 | -316 | -0.9% | -$1.99万 | 减仓 |
| COST | Costco Wholesale Corp | $197.48万 | 0.33% | 2,111 | -6 | -0.3% | -$5,613 | 减仓 |
| NKE | Nike Inc Class B | $195.58万 | 0.33% | 47,644 | 19,605 | 69.9% | $80.48万 | 加仓 |
| VTV | Vanguard Value Index Fund ETF | $193.76万 | 0.32% | 8,891 | 0 | 0.0% | — | 不变 |
| COR | Cencora, Inc | $190.45万 | 0.32% | 6,730 | -36 | -0.5% | -$1.02万 | 减仓 |
| TXN | Texas Instruments Inc | $187.87万 | 0.31% | 6,303 | 6,303 | — | $187.87万 | 新建仓 |
| T | AT&T Inc | $182.41万 | 0.30% | 88,122 | 698 | 0.8% | $1.44万 | 加仓 |
| MDLZ | Mondelez International Inc | $175.30万 | 0.29% | 30,307 | 402 | 1.3% | $2.33万 | 加仓 |
| NFLX | Netflix, Inc | $174.97万 | 0.29% | 24,506 | 379 | 1.6% | $2.71万 | 加仓 |
| AGG | iShares Core U.S. Agg Bond ETF | $171.81万 | 0.29% | 17,358 | -3,036 | -14.9% | -$30.05万 | 减仓 |
| CASY | Caseys General Stores Inc | $171.28万 | 0.29% | 2,155 | 2,155 | — | $171.28万 | 新建仓 |
| BMY | Bristol-Myers Squibb Corp | $170.75万 | 0.29% | 29,634 | -794 | -2.6% | -$4.58万 | 减仓 |
| VTI | Vanguard Total Stock Market | $153.38万 | 0.26% | 4,145 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corp | $153.13万 | 0.26% | 32,847 | 358 | 1.1% | $1.67万 | 加仓 |
| SYY | Sysco Corp | $151.49万 | 0.25% | 18,125 | 400 | 2.3% | $3.34万 | 加仓 |
| ABT | Abbott Laboratories | $151.37万 | 0.25% | 16,682 | -179 | -1.1% | -$1.62万 | 减仓 |
| MDT | Medtronic plc | $108.40万 | 0.18% | 13,857 | -418 | -2.9% | -$3.27万 | 减仓 |
| ING | ING Groep NV ADR | $98.87万 | 0.17% | 31,507 | 0 | 0.0% | — | 不变 |
| DFIV | Dimensional International Value Fund ETF | $85.42万 | 0.14% | 15,812 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $74.16万 | 0.12% | 1,007 | 0 | 0.0% | — | 不变 |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | $70.55万 | 0.12% | 17,346 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $63.76万 | 0.11% | 1,808 | -172 | -8.7% | -$6.07万 | 减仓 |
| PFG | Principal Financial Group | $59.03万 | 0.10% | 5,477 | -30 | -0.5% | -$3,233 | 减仓 |
| IHF | iShares Dow Jones US Health Care Prov Index | $55.33万 | 0.09% | 10,000 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard FTSE Dev Mkt ETF | $54.81万 | 0.09% | 7,693 | 0 | 0.0% | — | 不变 |
| DFNM | Dimensional National ETF | $54.48万 | 0.09% | 11,271 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small Cap Value ETF | $51.00万 | 0.09% | 2,099 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni Bond ETF | $45.58万 | 0.08% | 4,235 | 0 | 0.0% | — | 不变 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $43.16万 | 0.07% | 7,100 | 0 | 0.0% | — | 不变 |