Trust Co
MANHATTAN KS · SEC CIK 0001632554
$10.67亿2026Q1 申报市值
906持仓数
56.4%前十大占比 · 第一大 8.2%
31 / 13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
SHV 加仓+$273.71万
VUG 加仓+$171.35万
JGRO 加仓+$157.18万
BND 加仓+$148.96万
VOT 加仓+$133.05万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$192.43万
IVV 减仓-$153.31万
LMT 减仓-$116.35万
GOOGL 减仓-$86.93万
FNDF 减仓-$52.68万
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 |
|---|---|---|---|---|---|---|---|---|
| MET | METLIFE INC COM | $1.53万 | 0.00% | 216 | 93 | 75.6% | $6,577 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.52万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $1.49万 | 0.00% | 95 | 75 | 375.0% | $1.18万 | 加仓 |
| KTB | KONTOOR BRANDS INC COM | $1.41万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | STRIVE U.S. ENERGY ETF | $1.40万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.39万 | 0.00% | 1,204 | 13 | 1.1% | $150 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $1.39万 | 0.00% | 158 | 129 | 444.8% | $1.13万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $1.37万 | 0.00% | 79 | 38 | 92.7% | $6,575 | 加仓 |
| CBZ | CBIZ INC COM | $1.34万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $1.33万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $1.32万 | 0.00% | 338 | -228 | -40.3% | -$8,890 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.31万 | 0.00% | 27 | 12 | 80.0% | $5,819 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $1.29万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $1.27万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.27万 | 0.00% | 67 | 25 | 59.5% | $4,740 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $1.27万 | 0.00% | 275 | 1 | 0.4% | $46 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.26万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $1.25万 | 0.00% | 54 | -3 | -5.3% | -$693 | 减仓 |
| FNV | FRANCO NEV CORP COM | $1.24万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO COM | $1.23万 | 0.00% | 200 | 200 | — | $1.23万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $1.22万 | 0.00% | 221 | -612 | -73.5% | -$3.38万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.20万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP COM | $1.19万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | $1.17万 | 0.00% | 183 | 132 | 258.8% | $8,444 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.15万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $1.13万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1.12万 | 0.00% | 75 | 75 | — | $1.12万 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $1.10万 | 0.00% | 415 | -870 | -67.7% | -$2.30万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.09万 | 0.00% | 50 | 50 | — | $1.09万 | 新建仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.08万 | 0.00% | 321 | 321 | — | $1.08万 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $1.04万 | 0.00% | 402 | 2 | 0.5% | $52 | 加仓 |
| APH | AMPHENOL CORP CL A | $9,855 | 0.00% | 78 | 67 | 609.1% | $8,465 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $9,686 | 0.00% | 200 | 50 | 33.3% | $2,422 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $9,660 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $9,519 | 0.00% | 99 | 79 | 395.0% | $7,596 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $9,517 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $9,448 | 0.00% | 400 | 1 | 0.3% | $24 | 加仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $9,411 | 0.00% | 398 | 1 | 0.3% | $24 | 加仓 |
| BSMS | INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $9,402 | 0.00% | 402 | 1 | 0.2% | $23 | 加仓 |
| BSMT | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $9,368 | 0.00% | 407 | 1 | 0.2% | $23 | 加仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $9,335 | 0.00% | 428 | 1 | 0.2% | $22 | 加仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $9,250 | 0.00% | 443 | 1 | 0.2% | $21 | 加仓 |
| EXEL | EXELIXIS INC COM | $8,578 | 0.00% | 200 | 200 | — | $8,578 | 新建仓 |
| VAW | VANGUARD MATERIALS ETF | $8,563 | 0.00% | 38 | 20 | 111.1% | $4,507 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $8,531 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $8,476 | 0.00% | 58 | 6 | 11.5% | $877 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $8,443 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $8,280 | 0.00% | 103 | 103 | — | $8,280 | 新建仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $8,061 | 0.00% | 347 | 1 | 0.3% | $23 | 加仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $8,029 | 0.00% | 162 | 1 | 0.6% | $50 | 加仓 |
| CFFN | CAPITOL FED FINL INC COM | $7,936 | 0.00% | 1,113 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $7,682 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $7,680 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | $7,618 | 0.00% | 105 | 105 | — | $7,618 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $7,562 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| THNQ | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $7,553 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $6,875 | 0.00% | 152 | 124 | 442.9% | $5,609 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $6,843 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $6,772 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $6,637 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $6,432 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $6,365 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $6,349 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $6,105 | 0.00% | 114 | -79 | -40.9% | -$4,231 | 减仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $6,092 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $5,861 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $5,825 | 0.00% | 83 | -1,900 | -95.8% | -$13.33万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5,767 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $5,571 | 0.00% | 23 | -93 | -80.2% | -$2.25万 | 减仓 |
| HPQ | HP INC COM | $5,494 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $5,406 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $5,136 | 0.00% | 681 | 5 | 0.7% | $38 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4,648 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC COM | $4,537 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $4,475 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $4,460 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $4,319 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $4,291 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC COM | $4,224 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETF | $4,161 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $4,100 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $4,096 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP COM | $4,014 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $3,847 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,841 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $3,785 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | $3,583 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $3,577 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $3,537 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $3,477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3,452 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $3,374 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $3,360 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $3,297 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $3,276 | 0.00% | 11 | 11 | — | $3,276 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $3,244 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $3,237 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $3,178 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $3,152 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC COM | $3,134 | 0.00% | 50 | 50 | — | $3,134 | 新建仓 |