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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $91.53万 | 0.64% | 905 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $100.12万 | 0.70% | 21,608 | 486 | 2.3% | $2.25万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $101.56万 | 0.71% | 14,254 | -6,013 | -29.7% | -$42.84万 | 减仓 |
| PFF | ISHARES TR | $102.31万 | 0.71% | 33,556 | 1,174 | 3.6% | $3.58万 | 加仓 |
| GOVT | ISHARES TR | $104.54万 | 0.73% | 45,891 | -17,250 | -27.3% | -$39.30万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC I | $117.82万 | 0.82% | 2,350 | 273 | 13.1% | $13.69万 | 加仓 |
| TIP | ISHARES TR | $118.10万 | 0.82% | 10,792 | 574 | 5.6% | $6.28万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $119.85万 | 0.84% | 4,868 | -49 | -1.0% | -$1.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $120.65万 | 0.84% | 3,538 | -4 | -0.1% | -$1,364 | 减仓 |
| EFA | ISHARES TR | $127.38万 | 0.89% | 12,262 | -101 | -0.8% | -$1.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $128.84万 | 0.90% | 3,936 | -85 | -2.1% | -$2.78万 | 减仓 |
| VB | VANGUARD INDEX FDS | $130.34万 | 0.91% | 4,300 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $131.41万 | 0.92% | 23,063 | -1,200 | -4.9% | -$6.84万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $132.81万 | 0.93% | 27,424 | 1,279 | 4.9% | $6.19万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $149.10万 | 1.04% | 4,205 | -1,570 | -27.2% | -$55.67万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $150.49万 | 1.05% | 18,116 | -104 | -0.6% | -$8,639 | 减仓 |
| LLY | ELI LILLY & CO | $154.97万 | 1.08% | 1,292 | -127 | -8.9% | -$15.23万 | 减仓 |
| V | VISA INC | $158.99万 | 1.11% | 4,634 | 12 | 0.3% | $4,117 | 加仓 |
| DHR | DANAHER CORP DEL | $168.88万 | 1.18% | 8,866 | 1,506 | 20.5% | $28.69万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $169.98万 | 1.19% | 15,867 | -740 | -4.5% | -$7.93万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $171.94万 | 1.20% | 10,121 | -1,015 | -9.1% | -$17.24万 | 减仓 |
| VFH | VANGUARD WORLD FD | $174.36万 | 1.22% | 13,249 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $175.91万 | 1.23% | 32,812 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $189.99万 | 1.32% | 2,537 | -25 | -1.0% | -$1.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF | $207.53万 | 1.45% | 2,779 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $215.89万 | 1.51% | 89,433 | 4,883 | 5.8% | $11.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $217.27万 | 1.51% | 4,342 | 755 | 21.0% | $37.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $224.04万 | 1.56% | 12,095 | 108 | 0.9% | $2.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATI | $249.77万 | 1.74% | 2,670 | -180 | -6.3% | -$16.84万 | 减仓 |
| VOX | VANGUARD WORLD FD | $256.32万 | 1.79% | 13,934 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $268.82万 | 1.87% | 97,046 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $291.47万 | 2.03% | 3,958 | -899 | -18.5% | -$66.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $305.91万 | 2.13% | 5,266 | -386 | -6.8% | -$22.42万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $315.15万 | 2.20% | 26,872 | -1,100 | -3.9% | -$12.90万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $315.29万 | 2.20% | 19,872 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $327.79万 | 2.29% | 13,753 | -894 | -6.1% | -$21.31万 | 减仓 |
| VO | VANGUARD INDEX FDS | $373.68万 | 2.61% | 46,380 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $386.26万 | 2.69% | 5,624 | 94 | 1.7% | $6.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $440.32万 | 3.07% | 22,006 | 536 | 2.5% | $10.72万 | 加仓 |
| AAPL | APPLE INC | $460.46万 | 3.21% | 15,913 | -11,168 | -41.2% | -$323.16万 | 减仓 |
| GOOGL | ALPHABET INC | $462.44万 | 3.22% | 12,940 | -566 | -4.2% | -$20.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $603.58万 | 4.21% | 16,181 | -556 | -3.3% | -$20.74万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $783.80万 | 5.46% | 41,140 | -1,388 | -3.3% | -$26.44万 | 减仓 |