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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| IEFA | iShares Core MSCI EAFE ETF | $3,127.18万 | 5.75% | 345,430 | 21,567 | 6.7% | $195.25万 | 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 |
| IEMG | iShares Core MSCI Emerging Mkts ETF | $1,938.76万 | 3.57% | 277,958 | 64,533 | 30.2% | $450.12万 | 加仓 |
| JPM | JP Morgan Chase & Co | $1,928.10万 | 3.55% | 65,546 | 1,779 | 2.8% | $52.33万 | 加仓 |
| AAPL | Apple Inc | $1,927.03万 | 3.55% | 75,930 | -2,638 | -3.4% | -$66.95万 | 减仓 |
| GOOGL | Alphabet Inc Class A | $1,727.26万 | 3.18% | 60,066 | -3,175 | -5.0% | -$91.30万 | 减仓 |
| NVDA | NVIDIA Corp | $1,622.57万 | 2.99% | 93,037 | 4,610 | 5.2% | $80.40万 | 加仓 |
| MSFT | Microsoft Corp | $1,489.93万 | 2.74% | 40,250 | 153 | 0.4% | $5.66万 | 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 |
| — | Exxon Mobil Corp | $1,180.12万 | 2.17% | 69,558 | 5,395 | 8.4% | $91.53万 | 加仓 |
| CSCO | Cisco Systems Inc | $1,031.07万 | 1.90% | 132,887 | 2,661 | 2.0% | $20.65万 | 加仓 |
| AMZN | Amazon Inc | $987.78万 | 1.82% | 47,428 | -1,182 | -2.4% | -$24.62万 | 减仓 |
| ABBV | Abbvie Inc | $985.80万 | 1.81% | 45,326 | -5,040 | -10.0% | -$109.61万 | 减仓 |
| MS | Morgan Stanley | $972.13万 | 1.79% | 59,071 | -531 | -0.9% | -$8.74万 | 减仓 |
| CVX | Chevron Corp | $867.78万 | 1.60% | 41,942 | 2,267 | 5.7% | $46.90万 | 加仓 |
| EMR | Emerson Electric Co | $832.23万 | 1.53% | 63,519 | -939 | -1.5% | -$12.30万 | 减仓 |
| JNJ | Johnson & Johnson | $813.94万 | 1.50% | 33,298 | -3,548 | -9.6% | -$86.73万 | 减仓 |
| CAH | Cardinal Health Inc | $806.76万 | 1.48% | 38,179 | -9,136 | -19.3% | -$193.05万 | 减仓 |
| META | Meta Platforms Inc | $761.62万 | 1.40% | 13,312 | 1,757 | 15.2% | $100.52万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $743.29万 | 1.37% | 15,511 | -905 | -5.5% | -$43.37万 | 减仓 |
| IWM | iShares Russell 2000 Index ETF | $714.24万 | 1.31% | 28,800 | 25,710 | 832.0% | $637.61万 | 加仓 |
| ETN | Eaton Corp PLC | $689.77万 | 1.27% | 19,285 | -26 | -0.1% | -$9,299 | 减仓 |
| DIA | State Street SPDR Dow Jones Indl Average | $687.48万 | 1.27% | 14,840 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $675.96万 | 1.24% | 35,042 | -406 | -1.1% | -$7.83万 | 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 |
| CAT | Caterpillar Inc | $629.47万 | 1.16% | 8,885 | -165 | -1.8% | -$11.69万 | 减仓 |
| IBM | IBM Corp | $603.19万 | 1.11% | 24,885 | 2,080 | 9.1% | $50.42万 | 加仓 |
| PLTR | Palantir Technologies Inc | $551.39万 | 1.01% | 37,694 | 6,405 | 20.5% | $93.69万 | 加仓 |
| AVGO | Broadcom Inc | $548.42万 | 1.01% | 17,719 | 1,136 | 6.9% | $35.16万 | 加仓 |
| DUK | Duke Energy Corp | $548.09万 | 1.01% | 41,858 | 1,530 | 3.8% | $20.03万 | 加仓 |
| V | Visa Inc | $524.42万 | 0.96% | 17,351 | -497 | -2.8% | -$15.02万 | 减仓 |
| ORCL | Oracle Corp | $520.74万 | 0.96% | 35,398 | 3,701 | 11.7% | $54.45万 | 加仓 |
| PG | Procter & Gamble Co | $515.52万 | 0.95% | 35,691 | -2,336 | -6.1% | -$33.74万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $502.70万 | 0.93% | 7 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Inc | $492.01万 | 0.91% | 31,683 | -24 | -0.1% | -$3,727 | 减仓 |
| YUM | Yum Brands Inc | $476.05万 | 0.88% | 30,618 | 69 | 0.2% | $1.07万 | 加仓 |
| LLY | Eli Lilly & Co | $472.58万 | 0.87% | 5,138 | -518 | -9.2% | -$47.64万 | 减仓 |
| PRU | Prudential Financial | $458.68万 | 0.84% | 46,953 | 1,612 | 3.6% | $15.75万 | 加仓 |
| BAC | Bank of America Corp | $454.81万 | 0.84% | 93,295 | -1,795 | -1.9% | -$8.75万 | 减仓 |
| VZ | Verizon Communications Inc | $452.78万 | 0.83% | 90,195 | -5,933 | -6.2% | -$29.78万 | 减仓 |
| CRM | Salesforce Inc | $360.87万 | 0.66% | 19,332 | 1,141 | 6.3% | $21.30万 | 加仓 |
| DIS | Walt Disney Company | $353.41万 | 0.65% | 36,668 | 260 | 0.7% | $2.51万 | 加仓 |
| ICE | Intercontinental Exchange Inc | $346.96万 | 0.64% | 22,060 | -32 | -0.1% | -$5,033 | 减仓 |
| PANW | Palo Alto Networks Inc | $343.58万 | 0.63% | 21,431 | 597 | 2.9% | $9.57万 | 加仓 |
| BLK | BlackRock, Inc. | $339.00万 | 0.62% | 3,525 | -75 | -2.1% | -$7.21万 | 减仓 |
| AMGN | Amgen Inc | $335.17万 | 0.62% | 9,526 | -105 | -1.1% | -$3.69万 | 减仓 |
| TFC | Truist Financial Corp | $330.03万 | 0.61% | 71,793 | -15,461 | -17.7% | -$71.07万 | 减仓 |
| KO | Coca Cola Co | $328.93万 | 0.61% | 43,252 | 43,252 | — | $328.93万 | 新建仓 |
| UPS | United Parcel Service | $315.41万 | 0.58% | 32,060 | -128 | -0.4% | -$1.26万 | 减仓 |
| ADI | Analog Devices Inc | $315.24万 | 0.58% | 9,909 | 63 | 0.6% | $2.00万 | 加仓 |
| MCD | McDonalds Corp | $309.05万 | 0.57% | 9,944 | -202 | -2.0% | -$6.28万 | 减仓 |
| — | Du Pont De Nemours Inc | $308.04万 | 0.57% | 67,257 | 41,770 | 163.9% | $191.31万 | 加仓 |
| WM | Waste Management Inc | $307.67万 | 0.57% | 13,389 | 54 | 0.4% | $1.24万 | 加仓 |
| — | Honeywell Intl Inc | $302.93万 | 0.56% | 13,402 | 152 | 1.1% | $3.44万 | 加仓 |
| LOW | Lowes Companies Inc | $291.85万 | 0.54% | 12,352 | -582 | -4.5% | -$13.75万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $285.40万 | 0.53% | 22,964 | -1,790 | -7.2% | -$22.25万 | 减仓 |
| SCHW | Charles Schwab Corp | $284.30万 | 0.52% | 30,251 | -15 | -0.0% | -$1,410 | 减仓 |
| AMT | American Tower Corp REIT | $278.48万 | 0.51% | 16,136 | 1,756 | 12.2% | $30.31万 | 加仓 |
| LIN | Linde Plc | $261.41万 | 0.48% | 5,273 | -141 | -2.6% | -$6.99万 | 减仓 |
| JCI | Johnson Ctls Intl Plc | $261.26万 | 0.48% | 19,951 | -38 | -0.2% | -$4,976 | 减仓 |
| MET | MetLife Inc | $260.63万 | 0.48% | 36,854 | -9,605 | -20.7% | -$67.93万 | 减仓 |
| GILD | Gilead Sciences Inc | $260.09万 | 0.48% | 18,662 | -4,042 | -17.8% | -$56.33万 | 减仓 |
| DLR | Digital Realty Trust Inc | $257.95万 | 0.47% | 14,314 | -68 | -0.5% | -$1.23万 | 减仓 |
| T | AT&T Inc | $253.44万 | 0.47% | 87,424 | 2,812 | 3.3% | $8.15万 | 加仓 |
| PFE | Pfizer Inc | $246.50万 | 0.45% | 87,785 | -1,473 | -1.7% | -$4.14万 | 减仓 |
| TJX | TJX Companies Inc | $241.72万 | 0.44% | 15,136 | -303 | -2.0% | -$4.84万 | 减仓 |
| 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 |
| NFLX | Netflix, Inc | $231.98万 | 0.43% | 24,127 | 24,127 | — | $231.98万 | 新建仓 |
| IVV | iShares Core S&P 500 ETF | $213.80万 | 0.39% | 3,273 | 72 | 2.2% | $4.70万 | 加仓 |
| COR | Cencora, Inc | $212.55万 | 0.39% | 6,766 | -87 | -1.3% | -$2.73万 | 减仓 |
| COST | Costco Wholesale Corp | $210.94万 | 0.39% | 2,117 | 27 | 1.3% | $2.69万 | 加仓 |
| MAS | Masco Corp | $209.39万 | 0.39% | 34,684 | 227 | 0.7% | $1.37万 | 加仓 |
| AGG | iShares Core U.S. Agg Bond ETF | $202.45万 | 0.37% | 20,394 | -4,779 | -19.0% | -$47.44万 | 减仓 |
| FCX | Freeport-McMoran, Inc | $197.45万 | 0.36% | 33,592 | -15,467 | -31.5% | -$90.92万 | 减仓 |
| BMY | Bristol-Myers Squibb Corp | $184.55万 | 0.34% | 30,428 | -16,370 | -35.0% | -$99.28万 | 减仓 |
| VTV | Vanguard Value Index Fund ETF | $174.44万 | 0.32% | 8,891 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $173.11万 | 0.32% | 16,861 | 2,934 | 21.1% | $30.12万 | 加仓 |
| MDLZ | Mondelez International Inc | $172.37万 | 0.32% | 29,905 | -1,949 | -6.1% | -$11.23万 | 减仓 |
| EXC | Exelon Corp | $159.26万 | 0.29% | 32,489 | -203 | -0.6% | -$9,951 | 减仓 |
| NKE | Nike Inc Class B | $148.10万 | 0.27% | 28,039 | 1,597 | 6.0% | $8.44万 | 加仓 |
| CVS | CVS Health Corporation | $147.48万 | 0.27% | 20,534 | -689 | -3.2% | -$4.95万 | 减仓 |
| MU | Micron Tech | $147.33万 | 0.27% | 4,361 | 4,361 | — | $147.33万 | 新建仓 |
| VTI | Vanguard Total Stock Market | $132.98万 | 0.24% | 4,145 | 99 | 2.4% | $3.18万 | 加仓 |
| SYY | Sysco Corp | $126.43万 | 0.23% | 17,725 | 123 | 0.7% | $8,774 | 加仓 |
| MDT | Medtronic plc | $123.69万 | 0.23% | 14,275 | -3,740 | -20.8% | -$32.41万 | 减仓 |
| DFIV | Dimensional International Value Fund ETF | $83.46万 | 0.15% | 15,812 | 0 | 0.0% | — | 不变 |
| ING | ING Groep NV ADR | $82.08万 | 0.15% | 31,507 | -81 | -0.3% | -$2,110 | 减仓 |
| HD | Home Depot Inc | $65.12万 | 0.12% | 1,980 | 0 | 0.0% | — | 不变 |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | $63.47万 | 0.12% | 17,346 | -202 | -1.2% | -$7,391 | 减仓 |
| QQQ | Invesco QQQ Trust | $58.12万 | 0.11% | 1,007 | -15 | -1.5% | -$8,658 | 减仓 |
| DFNM | Dimensional National ETF | $54.02万 | 0.10% | 11,271 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Co | $50.01万 | 0.09% | 6,282 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group | $49.62万 | 0.09% | 5,507 | -223 | -3.9% | -$2.01万 | 减仓 |
| VEA | Vanguard FTSE Dev Mkt ETF | $49.30万 | 0.09% | 7,693 | 182 | 2.4% | $1.17万 | 加仓 |
| VBR | Vanguard Small-Cap Value ETF | $45.60万 | 0.08% | 2,099 | -432 | -17.1% | -$9.39万 | 减仓 |
| MUB | iShares National Muni Bond ETF | $44.95万 | 0.08% | 4,235 | 109 | 2.6% | $1.16万 | 加仓 |
| IHF | iShares Dow Jones US Health Care Prov Index | $41.85万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $40.17万 | 0.07% | 7,100 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $36.16万 | 0.07% | 642 | 68 | 11.8% | $3.83万 | 加仓 |