Bank of Marin
Novato CA · SEC CIK 0001801145
$1.43亿2026Q2 申报市值
133持仓数
31.2%前十大占比 · 第一大 5.5%
8 / 10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
HONA 新建仓+$40.17万
BRK/B 加仓+$37.78万
CROX 新建仓+$36.96万
MU 新建仓+$34.17万
CF 新建仓+$33.85万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$323.16万
QQQ 减仓-$66.20万
ARM 减仓-$55.67万
APD 清仓-$45.66万
VEA 减仓-$42.84万
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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -1,572 | -100.0% | -$45.66万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -974 | -100.0% | -$42.11万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -155 | -100.0% | -$29.67万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,285 | -100.0% | -$28.40万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -17,456 | -100.0% | -$27.51万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -2,442 | -100.0% | -$26.98万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,200 | -100.0% | -$23.15万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -921 | -100.0% | -$23.08万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,071 | -100.0% | -$21.26万 | 清仓 |
| — | SNOWLINE GOLD CORP | $0 | 0.00% | 0 | -11,298 | -100.0% | -$11.26万 | 清仓 |
| RWT | REDWOOD TRUST INC | $14.88万 | 0.10% | 31,402 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $20.06万 | 0.14% | 2,312 | 2,312 | — | $20.06万 | 新建仓 |
| ZTS | ZOETIS INC | $21.13万 | 0.15% | 2,940 | -217 | -6.9% | -$1.56万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.84万 | 0.15% | 1,755 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $22.90万 | 0.16% | 1,117 | -140 | -11.1% | -$2.87万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED | $22.98万 | 0.16% | 3,400 | -4,217 | -55.4% | -$28.50万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORA | $24.16万 | 0.17% | 552 | -46 | -7.7% | -$2.01万 | 减仓 |
| ECL | ECOLAB INC | $24.35万 | 0.17% | 874 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.41万 | 0.17% | 961 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $24.44万 | 0.17% | 10,150 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $25.58万 | 0.18% | 2,914 | -318 | -9.8% | -$2.79万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.47万 | 0.18% | 539 | -93 | -14.7% | -$4.57万 | 减仓 |
| — | WELLS FARGO & CO | $26.96万 | 0.19% | 233 | -21 | -8.3% | -$2.43万 | 减仓 |
| QXO | 1QXO INC | $28.02万 | 0.20% | 16,215 | 16,215 | — | $28.02万 | 新建仓 |
| DIS | DISNEY WALT CO | $29.55万 | 0.21% | 3,070 | 460 | 17.6% | $4.43万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $29.87万 | 0.21% | 4,750 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $31.11万 | 0.22% | 1,598 | -540 | -25.3% | -$10.51万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $31.19万 | 0.22% | 3,234 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $31.66万 | 0.22% | 1,124 | 1,124 | — | $31.66万 | 新建仓 |
| SPHQ | 1INVESCO EXCHANGE TRADED FD | $32.54万 | 0.23% | 3,611 | -1,225 | -25.3% | -$11.04万 | 减仓 |
| ALC | ALCON AG | $33.66万 | 0.23% | 5,017 | 5,017 | — | $33.66万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $33.85万 | 0.24% | 3,127 | 3,127 | — | $33.85万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $34.17万 | 0.24% | 296 | 296 | — | $34.17万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $34.42万 | 0.24% | 955 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.45万 | 0.24% | 912 | -393 | -30.1% | -$14.85万 | 减仓 |
| GLDM | WORLD GOLD TR | $35.33万 | 0.25% | 4,448 | -5,209 | -53.9% | -$41.37万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.46万 | 0.25% | 1,311 | -188 | -12.5% | -$5.08万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MAC | $36.87万 | 0.26% | 1,311 | -350 | -21.1% | -$9.84万 | 减仓 |
| CROX | CROCS INC | $36.96万 | 0.26% | 3,064 | 3,064 | — | $36.96万 | 新建仓 |
| ELE | ELEMENTAL RTY CORP | $37.07万 | 0.26% | 21,232 | 8,014 | 60.6% | $13.99万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $37.91万 | 0.26% | 1,023 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $38.27万 | 0.27% | 15,519 | 2,004 | 14.8% | $4.94万 | 加仓 |
| GOOG | ALPHABET INC | $38.80万 | 0.27% | 1,098 | -620 | -36.1% | -$21.91万 | 减仓 |
| NFLX | NETFLIX INC. | $39.16万 | 0.27% | 5,485 | -1,759 | -24.3% | -$12.56万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $39.66万 | 0.28% | 2,120 | 834 | 64.9% | $15.60万 | 加仓 |
| TLN | TALEN ENERGY CORP | $39.77万 | 0.28% | 1,035 | -51 | -4.7% | -$1.96万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $40.17万 | 0.28% | 1,817 | 1,817 | — | $40.17万 | 新建仓 |
| HON | HONEYWELL INTL INC | $40.68万 | 0.28% | 1,817 | -1,626 | -47.2% | -$36.41万 | 减仓 |
| CRM | SALESFORCE INC | $41.56万 | 0.29% | 2,653 | -147 | -5.2% | -$2.30万 | 减仓 |
| VCR | VANGUARD WORLD FD | $42.71万 | 0.30% | 1,077 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $42.80万 | 0.30% | 1,239 | -55 | -4.3% | -$1.90万 | 减仓 |
| IUSV | ISHARES TR | $43.20万 | 0.30% | 3,922 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $44.00万 | 0.31% | 2,014 | -572 | -22.1% | -$12.50万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $44.46万 | 0.31% | 771 | -33 | -4.1% | -$1.90万 | 减仓 |
| ETN | EATON CORP PLC | $45.04万 | 0.31% | 1,057 | -125 | -10.6% | -$5.33万 | 减仓 |
| — | SIEMENS ENERGY AG | $45.06万 | 0.31% | 11,885 | 599 | 5.3% | $2.27万 | 加仓 |
| MS | MORGAN STANLEY | $46.47万 | 0.32% | 2,223 | -320 | -12.6% | -$6.69万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAG | $46.49万 | 0.32% | 5,868 | -73 | -1.2% | -$5,783 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED | $47.20万 | 0.33% | 5,722 | -2,424 | -29.8% | -$20.00万 | 减仓 |
| — | EXXON MOBIL CORP | $47.85万 | 0.33% | 3,500 | -23 | -0.7% | -$3,145 | 减仓 |
| VOE | VANGUARD INDEX FDS | $48.12万 | 0.34% | 2,435 | 137 | 6.0% | $2.71万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $48.46万 | 0.34% | 5,433 | -2,305 | -29.8% | -$20.56万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $49.15万 | 0.34% | 12,200 | 1,375 | 12.7% | $5.54万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD | $49.41万 | 0.34% | 4,377 | -2,711 | -38.2% | -$30.60万 | 减仓 |
| QCOM | QUALCOMM INC | $49.43万 | 0.34% | 2,675 | 275 | 11.5% | $5.08万 | 加仓 |
| ABBV | ABBVIE INC | $49.67万 | 0.35% | 1,974 | 51 | 2.7% | $1.28万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX | $52.80万 | 0.37% | 8,845 | -198 | -2.2% | -$1.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $52.90万 | 0.37% | 1,299 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $53.07万 | 0.37% | 12,435 | 77 | 0.6% | $3,286 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMER | $53.33万 | 0.37% | 1,379 | -82 | -5.6% | -$3.17万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $54.22万 | 0.38% | 1,854 | 505 | 37.4% | $14.77万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $54.97万 | 0.38% | 12,124 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $57.98万 | 0.40% | 11,516 | -6,649 | -36.6% | -$33.48万 | 减仓 |
| ATI | ATI INC | $58.14万 | 0.41% | 2,950 | -120 | -3.9% | -$2.37万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $61.89万 | 0.43% | 11,654 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUF | $63.47万 | 0.44% | 1,329 | -130 | -8.9% | -$6.21万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $64.63万 | 0.45% | 9,503 | -3,005 | -24.0% | -$20.44万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $64.67万 | 0.45% | 11,213 | -283 | -2.5% | -$1.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $66.39万 | 0.46% | 4,005 | -287 | -6.7% | -$4.76万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $67.50万 | 0.47% | 2,844 | -173 | -5.7% | -$4.11万 | 减仓 |
| MCD | MCDONALDS CORP | $67.93万 | 0.47% | 2,513 | -174 | -6.5% | -$4.70万 | 减仓 |
| IEMG | ISHARES INC | $69.29万 | 0.48% | 8,364 | -4,244 | -33.7% | -$35.16万 | 减仓 |
| PSX | PHILLIPS 66 | $70.00万 | 0.49% | 4,141 | -94 | -2.2% | -$1.59万 | 减仓 |
| VGT | VANGUARD WORLD FD | $70.56万 | 0.49% | 5,904 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $70.96万 | 0.49% | 5,522 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF | $71.22万 | 0.50% | 25,925 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $71.49万 | 0.50% | 1,127 | -59 | -5.0% | -$3.74万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $71.63万 | 0.50% | 14,093 | 375 | 2.7% | $1.91万 | 加仓 |
| MCK | MCKESSON CORP | $72.54万 | 0.51% | 960 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $73.48万 | 0.51% | 1,850 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $73.60万 | 0.51% | 24,898 | -1,301 | -5.0% | -$3.85万 | 减仓 |
| ICSH | ISHARES TR | $74.50万 | 0.52% | 14,730 | 1,484 | 11.2% | $7.51万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $75.75万 | 0.53% | 2,473 | -9 | -0.4% | -$2,757 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $75.80万 | 0.53% | 1,906 | -20 | -1.0% | -$7,954 | 减仓 |
| SYK | STRYKER CORPORATION | $77.01万 | 0.54% | 2,446 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $77.66万 | 0.54% | 661 | -105 | -13.7% | -$12.34万 | 减仓 |
| HD | HOME DEPOT INC | $83.13万 | 0.58% | 2,357 | -83 | -3.4% | -$2.93万 | 减仓 |
| META | META PLATFORMS INC | $83.99万 | 0.59% | 1,491 | -272 | -15.4% | -$15.32万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $88.23万 | 0.62% | 12,800 | 622 | 5.1% | $4.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $88.40万 | 0.62% | 2,389 | -104 | -4.2% | -$3.85万 | 减仓 |