PLIMOTH TRUST CO LLC
SWANSEA MA · SEC CIK 0001623678
$4.47亿2026Q1 申报市值
173持仓数
33.1%前十大占比 · 第一大 6.1%
7 / 5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
MA 新建仓+$149.90万
MSFT 加仓+$111.38万
DELL 加仓+$105.55万
IEFA 加仓+$71.94万
NVDA 加仓+$67.91万
2026Q1 卖出最多 按季末市值估算
QCOM 减仓-$88.73万
AMAT 减仓-$69.69万
ADBE 减仓-$45.94万
DE 减仓-$43.49万
WMT 减仓-$38.56万
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 |
|---|---|---|---|---|---|---|---|---|
| ED | Consolidated Edison Inc. | $137.67万 | 0.31% | 12,164 | 268 | 2.3% | $3.03万 | 加仓 |
| STZ | Constellation Brands Inc Cl A | $137.78万 | 0.31% | 9,185 | -2,272 | -19.8% | -$34.08万 | 减仓 |
| XLY | State St Cons Discret Select Sector SPDR ETF | $138.88万 | 0.31% | 12,744 | -455 | -3.4% | -$4.96万 | 减仓 |
| PFE | Pfizer, Inc | $140.62万 | 0.31% | 50,078 | 323 | 0.6% | $9,070 | 加仓 |
| XLV | State St Health Care Select Sector SPDR ETF | $147.47万 | 0.33% | 10,059 | -1,303 | -11.5% | -$19.10万 | 减仓 |
| TRV | The Travelers Companies Inc. | $149.49万 | 0.33% | 5,125 | 193 | 3.9% | $5.63万 | 加仓 |
| MA | Mastercard, Inc. | $149.90万 | 0.34% | 3,000 | 3,000 | — | $149.90万 | 新建仓 |
| IJR | iShares S&P SmallCap 600 Index - ETF | $155.70万 | 0.35% | 12,525 | 0 | 0.0% | — | 不变 |
| BMY | Bristol Myers Squibb Co. | $157.70万 | 0.35% | 26,002 | 668 | 2.6% | $4.05万 | 加仓 |
| XLC | State St Comm Svc Select Sector SPDR ETF | $161.73万 | 0.36% | 14,589 | 52 | 0.4% | $5,765 | 加仓 |
| TD | Toronto Dominion Bank | $162.94万 | 0.36% | 17,462 | -730 | -4.0% | -$6.81万 | 减仓 |
| NKE | Nike Inc. Class B | $163.03万 | 0.36% | 30,865 | -1,145 | -3.6% | -$6.05万 | 减仓 |
| DWM | Wisdomtree International Equity Fund ETF | $174.91万 | 0.39% | 25,026 | 1,259 | 5.3% | $8.80万 | 加仓 |
| NFLX | Netflix Inc | $179.94万 | 0.40% | 18,714 | 6,540 | 53.7% | $62.88万 | 加仓 |
| DIS | The Walt Disney Company | $185.17万 | 0.41% | 19,212 | -3,896 | -16.9% | -$37.55万 | 减仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $186.51万 | 0.42% | 37,779 | -1,533 | -3.9% | -$7.57万 | 减仓 |
| DE | Deere & Co. | $199.86万 | 0.45% | 3,548 | -772 | -17.9% | -$43.49万 | 减仓 |
| CI | Cigna Group | $202.73万 | 0.45% | 7,600 | 522 | 7.4% | $13.92万 | 加仓 |
| HD | Home Depot, Inc. | $213.32万 | 0.48% | 6,486 | -36 | -0.6% | -$1.18万 | 减仓 |
| VO | Vanguard Index Mid-Cap ETF | $217.05万 | 0.49% | 7,558 | -7 | -0.1% | -$2,010 | 减仓 |
| EEMV | IShares MSCI Emerging Mkts Min Vol Factor ETF | $217.38万 | 0.49% | 33,583 | 2,422 | 7.8% | $15.68万 | 加仓 |
| WM | Waste Management Inc | $243.69万 | 0.54% | 10,605 | 890 | 9.2% | $20.45万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $261.74万 | 0.59% | 33,734 | -195 | -0.6% | -$1.51万 | 减仓 |
| DRI | Darden Restaurants Inc. | $268.30万 | 0.60% | 13,686 | -162 | -1.2% | -$3.18万 | 减仓 |
| ABT | Abbott Laboratories | $281.59万 | 0.63% | 27,427 | 1,621 | 6.3% | $16.64万 | 加仓 |
| PEP | Pepsico Inc | $301.08万 | 0.67% | 19,388 | -407 | -2.1% | -$6.32万 | 减仓 |
| VZ | Verizon Communications Inc. | $304.59万 | 0.68% | 60,676 | 3,048 | 5.3% | $15.30万 | 加仓 |
| GEV | GE Vernova Inc | $305.08万 | 0.68% | 3,495 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines | $306.02万 | 0.68% | 12,625 | -90 | -0.7% | -$2.18万 | 减仓 |
| EMR | Emerson Electric Co | $309.63万 | 0.69% | 23,632 | 470 | 2.0% | $6.16万 | 加仓 |
| TMUS | T-Mobile US Inc | $310.95万 | 0.70% | 14,805 | 973 | 7.0% | $20.44万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $327.49万 | 0.73% | 6,834 | -191 | -2.7% | -$9.15万 | 减仓 |
| GS | Goldman Sachs Group Inc. | $335.01万 | 0.75% | 3,960 | -54 | -1.3% | -$4.57万 | 减仓 |
| SYK | Stryker Corp | $340.94万 | 0.76% | 10,376 | 1,149 | 12.5% | $37.75万 | 加仓 |
| UNP | Union Pacific Corp | $345.54万 | 0.77% | 14,242 | 58 | 0.4% | $1.41万 | 加仓 |
| PANW | Palo Alto Networks Inc. | $362.31万 | 0.81% | 22,599 | 3,196 | 16.5% | $51.24万 | 加仓 |
| LIN | Linde Plc | $368.90万 | 0.82% | 7,441 | 196 | 2.7% | $9.72万 | 加仓 |
| AXP | American Express Co | $376.35万 | 0.84% | 12,442 | 739 | 6.3% | $22.35万 | 加仓 |
| IEFA | IShares Core MSCI EAFE - ETF | $377.90万 | 0.84% | 41,743 | 7,946 | 23.5% | $71.94万 | 加仓 |
| KO | Coca Cola | $380.25万 | 0.85% | 50,000 | -648 | -1.3% | -$4.93万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $381.45万 | 0.85% | 16,144 | -153 | -0.9% | -$3.62万 | 减仓 |
| GE | GE Aerospace | $390.35万 | 0.87% | 13,756 | -20 | -0.1% | -$5,675 | 减仓 |
| GOOG | Alphabet Inc Cl C | $393.63万 | 0.88% | 13,722 | -345 | -2.5% | -$9.90万 | 减仓 |
| ABBV | AbbVie Inc | $409.86万 | 0.92% | 18,845 | -462 | -2.4% | -$10.05万 | 减仓 |
| AMGN | Amgen Inc. | $410.96万 | 0.92% | 11,680 | -254 | -2.1% | -$8.94万 | 减仓 |
| ETN | Eaton Corp PLC | $424.73万 | 0.95% | 11,875 | 439 | 3.8% | $15.70万 | 加仓 |
| BAC | Bank Of America Corporation | $426.51万 | 0.95% | 87,489 | 4,067 | 4.9% | $19.83万 | 加仓 |
| QCOM | Qualcomm Inc | $431.26万 | 0.96% | 33,488 | -6,890 | -17.1% | -$88.73万 | 减仓 |
| TJX | TJX Companies Inc. | $436.52万 | 0.98% | 27,334 | -799 | -2.8% | -$12.76万 | 减仓 |
| DUK | Duke Energy Corp | $452.62万 | 1.01% | 34,567 | 350 | 1.0% | $4.58万 | 加仓 |
| T | AT&T Inc. Com | $459.90万 | 1.03% | 158,640 | -3,129 | -1.9% | -$9.07万 | 减仓 |
| PG | Procter & Gamble Co | $470.50万 | 1.05% | 32,574 | 6 | 0.0% | $867 | 加仓 |
| XLK | State Street Tech Select Sector SPDR ETF | $472.33万 | 1.06% | 35,540 | -2,433 | -6.4% | -$32.33万 | 减仓 |
| NEE | NextEra Energy Inc. | $475.73万 | 1.06% | 51,220 | -3,530 | -6.4% | -$32.79万 | 减仓 |
| PGX | Invesco II Pfd-ETF | $479.15万 | 1.07% | 440,393 | 648 | 0.1% | $7,050 | 加仓 |
| CRM | Salesforce Inc | $484.52万 | 1.08% | 25,956 | 2,697 | 11.6% | $50.34万 | 加仓 |
| META | Meta Platforms Inc | $493.81万 | 1.10% | 8,631 | 739 | 9.4% | $42.28万 | 加仓 |
| CB | Chubb Ltd | $497.60万 | 1.11% | 15,267 | -457 | -2.9% | -$14.90万 | 减仓 |
| DELL | Dell Technologies Inc | $534.65万 | 1.20% | 32,575 | 6,431 | 24.6% | $105.55万 | 加仓 |
| MCD | McDonald's Corp. | $538.10万 | 1.20% | 17,314 | -473 | -2.7% | -$14.70万 | 减仓 |
| IQLT | Ishares MSCI International Quality-ETF | $587.19万 | 1.31% | 127,014 | 1,852 | 1.5% | $8.56万 | 加仓 |
| V | Visa, Inc. | $590.61万 | 1.32% | 19,541 | -941 | -4.6% | -$28.44万 | 减仓 |
| CVX | Chevron Corp com | $606.75万 | 1.36% | 29,326 | -235 | -0.8% | -$4.86万 | 减仓 |
| AVGO | Broadcom Inc | $623.42万 | 1.39% | 20,142 | 1,945 | 10.7% | $60.20万 | 加仓 |
| RTX | RTX Corporation | $658.58万 | 1.47% | 34,141 | -592 | -1.7% | -$11.42万 | 减仓 |
| AGG | Ishares Core U.S. Aggregate-ETF | $715.21万 | 1.60% | 72,047 | 310 | 0.4% | $3.08万 | 加仓 |
| CAT | Caterpillar Inc. | $757.63万 | 1.69% | 10,694 | -341 | -3.1% | -$24.16万 | 减仓 |
| JNJ | Johnson & Johnson | $760.94万 | 1.70% | 31,130 | -692 | -2.2% | -$16.92万 | 减仓 |
| MRK | Merck & Co. Inc. | $782.35万 | 1.75% | 65,039 | -1,375 | -2.1% | -$16.54万 | 减仓 |
| LLY | Lilly, Eli & Co | $816.66万 | 1.83% | 8,879 | 422 | 5.0% | $38.81万 | 加仓 |
| — | Exxon Mobil Corporation | $903.07万 | 2.02% | 53,228 | 1,442 | 2.8% | $24.46万 | 加仓 |
| WMT | Wal-Mart Stores Inc | $907.79万 | 2.03% | 73,044 | -3,103 | -4.1% | -$38.56万 | 减仓 |
| AMAT | Applied Materials Inc. | $941.19万 | 2.10% | 27,537 | -2,039 | -6.9% | -$69.69万 | 减仓 |
| JPM | JPMorgan Chase & Company | $1,287.07万 | 2.88% | 43,754 | 777 | 1.8% | $22.86万 | 加仓 |
| AMZN | Amazon.Com, Inc. | $1,367.02万 | 3.06% | 65,637 | 1,858 | 2.9% | $38.70万 | 加仓 |
| GOOGL | Alphabet Inc. Cl A | $1,563.09万 | 3.49% | 54,357 | -856 | -1.6% | -$24.62万 | 减仓 |
| MSFT | Microsoft Corp | $2,038.64万 | 4.56% | 55,073 | 3,009 | 5.8% | $111.38万 | 加仓 |
| NVDA | Nvidia Corporation | $2,258.46万 | 5.05% | 129,499 | 3,894 | 3.1% | $67.91万 | 加仓 |
| AAPL | Apple, Inc. | $2,735.53万 | 6.11% | 107,787 | 1,701 | 1.6% | $43.17万 | 加仓 |