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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $38.80万 | 0.27% | 1,098 | -620 | -36.1% | -$21.91万 | 减仓 |
| — | ISHARES TR | $38.27万 | 0.27% | 15,519 | 2,004 | 14.8% | $4.94万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $37.91万 | 0.26% | 1,023 | 0 | 0.0% | — | 不变 |
| ELE | ELEMENTAL RTY CORP | $37.07万 | 0.26% | 21,232 | 8,014 | 60.6% | $13.99万 | 加仓 |
| CROX | CROCS INC | $36.96万 | 0.26% | 3,064 | 3,064 | — | $36.96万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MAC | $36.87万 | 0.26% | 1,311 | -350 | -21.1% | -$9.84万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $35.46万 | 0.25% | 1,311 | -188 | -12.5% | -$5.08万 | 减仓 |
| GLDM | WORLD GOLD TR | $35.33万 | 0.25% | 4,448 | -5,209 | -53.9% | -$41.37万 | 减仓 |
| AVGO | BROADCOM INC | $34.45万 | 0.24% | 912 | -393 | -30.1% | -$14.85万 | 减仓 |
| VIS | VANGUARD WORLD FD | $34.42万 | 0.24% | 955 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $34.17万 | 0.24% | 296 | 296 | — | $34.17万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $33.85万 | 0.24% | 3,127 | 3,127 | — | $33.85万 | 新建仓 |
| ALC | ALCON AG | $33.66万 | 0.23% | 5,017 | 5,017 | — | $33.66万 | 新建仓 |
| SPHQ | 1INVESCO EXCHANGE TRADED FD | $32.54万 | 0.23% | 3,611 | -1,225 | -25.3% | -$11.04万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $31.66万 | 0.22% | 1,124 | 1,124 | — | $31.66万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $31.19万 | 0.22% | 3,234 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $31.11万 | 0.22% | 1,598 | -540 | -25.3% | -$10.51万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $29.87万 | 0.21% | 4,750 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.55万 | 0.21% | 3,070 | 460 | 17.6% | $4.43万 | 加仓 |
| QXO | 1QXO INC | $28.02万 | 0.20% | 16,215 | 16,215 | — | $28.02万 | 新建仓 |
| — | WELLS FARGO & CO | $26.96万 | 0.19% | 233 | -21 | -8.3% | -$2.43万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.47万 | 0.18% | 539 | -93 | -14.7% | -$4.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $25.58万 | 0.18% | 2,914 | -318 | -9.8% | -$2.79万 | 减仓 |
| PFE | PFIZER INC | $24.44万 | 0.17% | 10,150 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.41万 | 0.17% | 961 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $24.35万 | 0.17% | 874 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORA | $24.16万 | 0.17% | 552 | -46 | -7.7% | -$2.01万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED | $22.98万 | 0.16% | 3,400 | -4,217 | -55.4% | -$28.50万 | 减仓 |
| ADBE | ADOBE INC | $22.90万 | 0.16% | 1,117 | -140 | -11.1% | -$2.87万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.84万 | 0.15% | 1,755 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $21.13万 | 0.15% | 2,940 | -217 | -6.9% | -$1.56万 | 减仓 |
| IYT | ISHARES TR | $20.06万 | 0.14% | 2,312 | 2,312 | — | $20.06万 | 新建仓 |
| RWT | REDWOOD TRUST INC | $14.88万 | 0.10% | 31,402 | 0 | 0.0% | — | 不变 |
| 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 |