Sippican Capital Advisors
BOSTON MA · SEC CIK 0001557406
$1.46亿2026Q1 申报市值
107持仓数
27.3%前十大占比 · 第一大 5.4%
3 / 9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
ORCL 加仓+$146.77万
AMZN 加仓+$102.07万
NIC 新建仓+$55.39万
MTH 新建仓+$50.13万
FLG 加仓+$24.77万
2026Q1 卖出最多 按季末市值估算
BOXX 清仓-$444.61万
CF 减仓-$114.43万
MidWestOne Finan 清仓-$98.88万
LKFN 清仓-$97.94万
WAL 减仓-$70.81万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | Merck & Co Inc | $265.00万 | 1.81% | 22,030 | -446 | -2.0% | -$5.36万 | 减仓 |
| EGBN | Eagle Bancorp Inc MD | $267.39万 | 1.83% | 107,517 | 8,837 | 9.0% | $21.98万 | 加仓 |
| ALRS | Alerus Financial Corp | $268.26万 | 1.84% | 113,141 | -700 | -0.6% | -$1.66万 | 减仓 |
| MMM | 3M Co | $271.32万 | 1.86% | 18,682 | -245 | -1.3% | -$3.56万 | 减仓 |
| CUBI | Customers Bancorp Inc | $275.93万 | 1.89% | 39,754 | -826 | -2.0% | -$5.73万 | 减仓 |
| PFE | Pfizer Inc | $278.64万 | 1.91% | 99,232 | -1,635 | -1.6% | -$4.59万 | 减仓 |
| ABBV | AbbVie Inc | $283.22万 | 1.94% | 13,022 | -437 | -3.2% | -$9.50万 | 减仓 |
| COLB | Columbia Banking Systems Inc | $290.08万 | 1.99% | 105,752 | -4,325 | -3.9% | -$11.86万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $298.91万 | 2.05% | 10,420 | -125 | -1.2% | -$3.59万 | 减仓 |
| NVR | NVR Inc | $321.58万 | 2.20% | 488 | -19 | -3.7% | -$12.52万 | 减仓 |
| CVX | Chevron Corp | $366.52万 | 2.51% | 17,715 | -1,012 | -5.4% | -$20.94万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $368.08万 | 2.52% | 60,689 | -1,363 | -2.2% | -$8.27万 | 减仓 |
| — | Exxon Mobil Corp | $417.36万 | 2.86% | 24,600 | -3,519 | -12.5% | -$59.70万 | 减仓 |
| TFIN | Triumph Financial Inc | $420.14万 | 2.88% | 70,423 | -2,525 | -3.5% | -$15.06万 | 减仓 |
| GE | Ge Aerospace | $424.21万 | 2.90% | 14,949 | -543 | -3.5% | -$15.41万 | 减仓 |
| TBBK | Bancorp Inc | $796.39万 | 5.45% | 148,221 | -5,240 | -3.4% | -$28.15万 | 减仓 |