Sippican Capital Advisors
BOSTON MA · SEC CIK 0001557406
$1.64亿2026Q2 申报市值
111持仓数
26.8%前十大占比 · 第一大 5.6%
7 / 3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
IBM 加仓+$224.52万
DVN 新建仓+$143.39万
MTH 加仓+$94.22万
NFLX 新建仓+$92.31万
BLDR 新建仓+$80.22万
2026Q2 卖出最多 按季末市值估算
Coterra Energy I 清仓-$189.64万
EQBK 减仓-$101.19万
WAL 减仓-$66.05万
FANG 减仓-$34.03万
CF 减仓-$33.91万
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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M Co | $301.99万 | 1.84% | 18,652 | -30 | -0.2% | -$4,857 | 减仓 |
| EGBN | EAGLE BANCORPORATION INC | $313.76万 | 1.91% | 110,517 | 3,000 | 2.8% | $8.52万 | 加仓 |
| — | Exxon Mobil Corp | $314.28万 | 1.92% | 22,987 | -1,613 | -6.6% | -$22.05万 | 减仓 |
| CUBI | Customers Bancorp Inc | $314.45万 | 1.92% | 39,754 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc | $325.80万 | 1.99% | 12,947 | -75 | -0.6% | -$1.89万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $331.80万 | 2.02% | 103,527 | -2,225 | -2.1% | -$7.13万 | 减仓 |
| LLY | ELI LILLY & CO | $332.12万 | 2.03% | 2,769 | -55 | -1.9% | -$6.60万 | 减仓 |
| NVR | NVR Inc | $332.49万 | 2.03% | 488 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP | $347.98万 | 2.12% | 111,891 | -1,250 | -1.1% | -$3.89万 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $349.69万 | 2.13% | 60,689 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $370.11万 | 2.26% | 10,475 | 55 | 0.5% | $1.94万 | 加仓 |
| TFIN | Triumph Financial Inc | $535.68万 | 3.27% | 70,198 | -225 | -0.3% | -$1.72万 | 减仓 |
| GE | Ge Aerospace | $552.45万 | 3.37% | 14,782 | -167 | -1.1% | -$6.24万 | 减仓 |
| TBBK | BANCORP INC DEL | $914.68万 | 5.58% | 146,021 | -2,200 | -1.5% | -$13.78万 | 减仓 |