PLIMOTH TRUST CO LLC
SWANSEA MA · SEC CIK 0001623678
$5.01亿2026Q2 申报市值
175持仓数
36.3%前十大占比 · 第一大 6.2%
3 / 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
PLTR 加仓+$49.68万
IEFA 加仓+$48.93万
LLY 加仓+$38.62万
AVGO 加仓+$34.19万
MSFT 加仓+$32.30万
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$162.69万
AMAT 减仓-$105.85万
Honeywell Intern 清仓-$89.33万
DD 减仓-$62.87万
DELL 减仓-$39.87万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | Vanguard Real Estate-ETF | $133.75万 | 0.27% | 13,870 | -872 | -5.9% | -$8.41万 | 减仓 |
| UNH | UnitedHealth Group Inc. | $137.91万 | 0.28% | 3,318 | -489 | -12.8% | -$20.32万 | 减仓 |
| BMY | Bristol Myers Squibb Co. | $141.44万 | 0.28% | 24,547 | -1,455 | -5.6% | -$8.38万 | 减仓 |
| XLI | State St Industrial Select Sector SPDR ETF | $142.79万 | 0.29% | 7,709 | -313 | -3.9% | -$5.80万 | 减仓 |
| XLV | State St Health Care Select Sector SPDR ETF | $146.55万 | 0.29% | 9,237 | -822 | -8.2% | -$13.04万 | 减仓 |
| XLY | State St Cons Discret Select Sector SPDR ETF | $147.81万 | 0.30% | 12,603 | -141 | -1.1% | -$1.65万 | 减仓 |
| NFLX | Netflix Inc | $151.28万 | 0.30% | 21,187 | 2,473 | 13.2% | $17.66万 | 加仓 |
| MA | Mastercard, Inc. | $154.08万 | 0.31% | 3,000 | 0 | 0.0% | — | 不变 |
| XLC | State St Comm Svc Select Sector SPDR ETF | $154.41万 | 0.31% | 14,413 | -176 | -1.2% | -$1.89万 | 减仓 |
| TRV | The Travelers Companies Inc. | $163.97万 | 0.33% | 4,967 | -158 | -3.1% | -$5.22万 | 减仓 |
| DIS | The Walt Disney Company | $165.06万 | 0.33% | 17,149 | -2,063 | -10.7% | -$19.86万 | 减仓 |
| DWM | Wisdomtree International Equity Fund ETF | $179.89万 | 0.36% | 24,571 | -455 | -1.8% | -$3.33万 | 减仓 |
| IJR | iShares S&P SmallCap 600 Index - ETF | $191.23万 | 0.38% | 12,894 | 369 | 2.9% | $5.47万 | 加仓 |
| XLF | State Street Financial Select Sector SPDR ETF | $193.29万 | 0.39% | 36,055 | -1,724 | -4.6% | -$9.24万 | 减仓 |
| TD | Toronto Dominion Bank | $200.51万 | 0.40% | 16,512 | -950 | -5.4% | -$11.54万 | 减仓 |
| CI | Cigna Group | $212.66万 | 0.42% | 7,714 | 114 | 1.5% | $3.14万 | 加仓 |
| DE | Deere & Co. | $217.38万 | 0.43% | 3,427 | -121 | -3.4% | -$7.68万 | 减仓 |
| HD | Home Depot, Inc. | $229.88万 | 0.46% | 6,518 | 32 | 0.5% | $1.13万 | 加仓 |
| VZ | Verizon Communications Inc. | $247.30万 | 0.49% | 58,409 | -2,267 | -3.7% | -$9.60万 | 减仓 |
| WM | Waste Management Inc | $247.69万 | 0.49% | 11,113 | 508 | 4.8% | $11.32万 | 加仓 |
| VO | Vanguard Index Mid-Cap ETF | $247.79万 | 0.49% | 30,755 | 523 | 1.7% | $4.21万 | 加仓 |
| EEMV | IShares MSCI Emerging Mkts Min Vol Factor ETF | $249.22万 | 0.50% | 33,106 | -477 | -1.4% | -$3.59万 | 减仓 |
| ABT | Abbott Laboratories | $255.84万 | 0.51% | 28,195 | 768 | 2.8% | $6.97万 | 加仓 |
| PEP | Pepsico Inc | $258.87万 | 0.52% | 19,119 | -269 | -1.4% | -$3.64万 | 减仓 |
| TMUS | T-Mobile US Inc | $267.11万 | 0.53% | 15,925 | 1,120 | 7.6% | $18.79万 | 加仓 |
| DRI | Darden Restaurants Inc. | $285.47万 | 0.57% | 13,857 | 171 | 1.2% | $3.52万 | 加仓 |
| T | AT&T Inc. Com | $320.01万 | 0.64% | 154,592 | -4,048 | -2.6% | -$8.38万 | 减仓 |
| SYK | Stryker Corp | $332.06万 | 0.66% | 10,547 | 171 | 1.6% | $5.38万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $342.67万 | 0.68% | 6,848 | 14 | 0.2% | $7,005 | 加仓 |
| EMR | Emerson Electric Co | $343.46万 | 0.69% | 23,993 | 361 | 1.5% | $5.17万 | 加仓 |
| IBM | International Business Machines | $345.86万 | 0.69% | 12,299 | -326 | -2.6% | -$9.17万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $363.01万 | 0.72% | 16,464 | 320 | 2.0% | $7.06万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $376.64万 | 0.75% | 32,065 | -1,669 | -4.9% | -$19.60万 | 减仓 |
| UNP | Union Pacific Corp | $385.04万 | 0.77% | 14,156 | -86 | -0.6% | -$2.34万 | 减仓 |
| GS | Goldman Sachs Group Inc. | $388.77万 | 0.78% | 3,844 | -116 | -2.9% | -$11.73万 | 减仓 |
| LIN | Linde Plc | $389.46万 | 0.78% | 7,505 | 64 | 0.9% | $3.32万 | 加仓 |
| KO | Coca Cola | $405.05万 | 0.81% | 49,840 | -160 | -0.3% | -$1.30万 | 减仓 |
| TJX | TJX Companies Inc. | $408.87万 | 0.82% | 26,988 | -346 | -1.3% | -$5.24万 | 减仓 |
| GEV | GE Vernova Inc | $410.61万 | 0.82% | 3,495 | 0 | 0.0% | — | 不变 |
| CRM | Salesforce Inc | $421.45万 | 0.84% | 26,902 | 946 | 3.6% | $14.82万 | 加仓 |
| AMGN | Amgen Inc. | $421.87万 | 0.84% | 11,650 | -30 | -0.3% | -$1.09万 | 减仓 |
| AXP | American Express Co | $430.22万 | 0.86% | 12,719 | 277 | 2.2% | $9.37万 | 加仓 |
| DUK | Duke Energy Corp | $432.30万 | 0.86% | 34,152 | -415 | -1.2% | -$5.25万 | 减仓 |
| NEE | NextEra Energy Inc. | $446.94万 | 0.89% | 50,922 | -298 | -0.6% | -$2.62万 | 减仓 |
| IEFA | IShares Core MSCI EAFE - ETF | $452.08万 | 0.90% | 46,809 | 5,066 | 12.1% | $48.93万 | 加仓 |
| QCOM | Qualcomm Inc | $456.14万 | 0.91% | 24,684 | -8,804 | -26.3% | -$162.69万 | 减仓 |
| ABBV | AbbVie Inc | $462.14万 | 0.92% | 18,365 | -480 | -2.5% | -$12.08万 | 减仓 |
| MCD | McDonald's Corp. | $465.26万 | 0.93% | 17,212 | -102 | -0.6% | -$2.76万 | 减仓 |
| PG | Procter & Gamble Co | $471.34万 | 0.94% | 32,143 | -431 | -1.3% | -$6.32万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $473.53万 | 0.95% | 13,402 | -320 | -2.3% | -$11.31万 | 减仓 |
| CVX | Chevron Corp com | $483.34万 | 0.97% | 29,159 | -167 | -0.6% | -$2.77万 | 减仓 |
| GE | GE Aerospace | $488.13万 | 0.97% | 13,061 | -695 | -5.1% | -$25.97万 | 减仓 |
| PGX | Invesco II Pfd-ETF | $495.45万 | 0.99% | 457,054 | 16,661 | 3.8% | $18.06万 | 加仓 |
| BAC | Bank Of America Corporation | $502.39万 | 1.00% | 88,169 | 680 | 0.8% | $3.87万 | 加仓 |
| ETN | Eaton Corp PLC | $510.15万 | 1.02% | 11,972 | 97 | 0.8% | $4.13万 | 加仓 |
| CB | Chubb Ltd | $515.10万 | 1.03% | 15,117 | -150 | -1.0% | -$5.11万 | 减仓 |
| META | Meta Platforms Inc | $515.41万 | 1.03% | 9,150 | 519 | 6.0% | $29.23万 | 加仓 |
| IQLT | Ishares MSCI International Quality-ETF | $626.43万 | 1.25% | 126,424 | -590 | -0.5% | -$2.92万 | 减仓 |
| RTX | RTX Corporation | $649.69万 | 1.30% | 34,243 | 102 | 0.3% | $1.94万 | 加仓 |
| XLK | State Street Tech Select Sector SPDR ETF | $662.21万 | 1.32% | 34,758 | -782 | -2.2% | -$14.90万 | 减仓 |
| V | Visa, Inc. | $670.54万 | 1.34% | 19,544 | 3 | 0.0% | $1,029 | 加仓 |
| AGG | Ishares Core U.S. Aggregate-ETF | $708.41万 | 1.41% | 71,571 | -476 | -0.7% | -$4.71万 | 减仓 |
| — | Exxon Mobil Corporation (OLD) | $732.07万 | 1.46% | 53,545 | 317 | 0.6% | $4.33万 | 加仓 |
| PANW | Palo Alto Networks Inc. | $775.07万 | 1.55% | 22,728 | 129 | 0.6% | $4.40万 | 加仓 |
| JNJ | Johnson & Johnson | $781.52万 | 1.56% | 30,772 | -358 | -1.2% | -$9.09万 | 减仓 |
| AVGO | Broadcom Inc | $795.05万 | 1.59% | 21,047 | 905 | 4.5% | $34.19万 | 加仓 |
| MRK | Merck & Co. Inc. | $813.62万 | 1.62% | 63,317 | -1,722 | -2.6% | -$22.13万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $825.51万 | 1.65% | 72,886 | -158 | -0.2% | -$1.79万 | 减仓 |
| LLY | Lilly, Eli & Co | $1,103.60万 | 2.20% | 9,201 | 322 | 3.6% | $38.62万 | 加仓 |
| CAT | Caterpillar Inc. | $1,120.49万 | 2.24% | 10,522 | -172 | -1.6% | -$18.32万 | 减仓 |
| DELL | Dell Technologies Inc | $1,365.61万 | 2.73% | 31,651 | -924 | -2.8% | -$39.87万 | 减仓 |
| JPM | JPMorgan Chase & Company | $1,402.90万 | 2.80% | 42,859 | -895 | -2.0% | -$29.30万 | 减仓 |
| AMZN | Amazon.Com, Inc. | $1,576.52万 | 3.15% | 66,146 | 509 | 0.8% | $12.13万 | 加仓 |
| AMAT | Applied Materials Inc. | $1,885.08万 | 3.76% | 26,073 | -1,464 | -5.3% | -$105.85万 | 减仓 |
| GOOGL | Alphabet Inc. Cl A | $1,913.82万 | 3.82% | 53,553 | -804 | -1.5% | -$28.73万 | 减仓 |
| MSFT | Microsoft Corp | $2,086.64万 | 4.17% | 55,939 | 866 | 1.6% | $32.30万 | 加仓 |
| NVDA | Nvidia Corporation | $2,591.43万 | 5.17% | 129,513 | 14 | 0.0% | $2,801 | 加仓 |
| AAPL | Apple, Inc. | $3,117.33万 | 6.23% | 107,732 | -55 | -0.1% | -$1.59万 | 减仓 |