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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $783.80万 | 5.46% | 41,140 | -1,388 | -3.3% | -$26.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $603.58万 | 4.21% | 16,181 | -556 | -3.3% | -$20.74万 | 减仓 |
| GOOGL | ALPHABET INC | $462.44万 | 3.22% | 12,940 | -566 | -4.2% | -$20.23万 | 减仓 |
| AAPL | APPLE INC | $460.46万 | 3.21% | 15,913 | -11,168 | -41.2% | -$323.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $440.32万 | 3.07% | 22,006 | 536 | 2.5% | $10.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $386.26万 | 2.69% | 5,624 | 94 | 1.7% | $6.46万 | 加仓 |
| VO | VANGUARD INDEX FDS | $373.68万 | 2.61% | 46,380 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $327.79万 | 2.29% | 13,753 | -894 | -6.1% | -$21.31万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $315.29万 | 2.20% | 19,872 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $315.15万 | 2.20% | 26,872 | -1,100 | -3.9% | -$12.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $305.91万 | 2.13% | 5,266 | -386 | -6.8% | -$22.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $291.47万 | 2.03% | 3,958 | -899 | -18.5% | -$66.20万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $268.82万 | 1.87% | 97,046 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $256.32万 | 1.79% | 13,934 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATI | $249.77万 | 1.74% | 2,670 | -180 | -6.3% | -$16.84万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $224.04万 | 1.56% | 12,095 | 108 | 0.9% | $2.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $217.27万 | 1.51% | 4,342 | 755 | 21.0% | $37.78万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $215.89万 | 1.51% | 89,433 | 4,883 | 5.8% | $11.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF | $207.53万 | 1.45% | 2,779 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $189.99万 | 1.32% | 2,537 | -25 | -1.0% | -$1.87万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $175.91万 | 1.23% | 32,812 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $174.36万 | 1.22% | 13,249 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $171.94万 | 1.20% | 10,121 | -1,015 | -9.1% | -$17.24万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $169.98万 | 1.19% | 15,867 | -740 | -4.5% | -$7.93万 | 减仓 |
| DHR | DANAHER CORP DEL | $168.88万 | 1.18% | 8,866 | 1,506 | 20.5% | $28.69万 | 加仓 |
| V | VISA INC | $158.99万 | 1.11% | 4,634 | 12 | 0.3% | $4,117 | 加仓 |
| LLY | ELI LILLY & CO | $154.97万 | 1.08% | 1,292 | -127 | -8.9% | -$15.23万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $150.49万 | 1.05% | 18,116 | -104 | -0.6% | -$8,639 | 减仓 |
| ARM | ARM HOLDINGS PLC | $149.10万 | 1.04% | 4,205 | -1,570 | -27.2% | -$55.67万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $132.81万 | 0.93% | 27,424 | 1,279 | 4.9% | $6.19万 | 加仓 |
| BAC | BANK OF AMER CORP | $131.41万 | 0.92% | 23,063 | -1,200 | -4.9% | -$6.84万 | 减仓 |
| VB | VANGUARD INDEX FDS | $130.34万 | 0.91% | 4,300 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $128.84万 | 0.90% | 3,936 | -85 | -2.1% | -$2.78万 | 减仓 |
| EFA | ISHARES TR | $127.38万 | 0.89% | 12,262 | -101 | -0.8% | -$1.05万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $120.65万 | 0.84% | 3,538 | -4 | -0.1% | -$1,364 | 减仓 |
| VXF | VANGUARD INDEX FDS | $119.85万 | 0.84% | 4,868 | -49 | -1.0% | -$1.21万 | 减仓 |
| TIP | ISHARES TR | $118.10万 | 0.82% | 10,792 | 574 | 5.6% | $6.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC I | $117.82万 | 0.82% | 2,350 | 273 | 13.1% | $13.69万 | 加仓 |
| GOVT | ISHARES TR | $104.54万 | 0.73% | 45,891 | -17,250 | -27.3% | -$39.30万 | 减仓 |
| PFF | ISHARES TR | $102.31万 | 0.71% | 33,556 | 1,174 | 3.6% | $3.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $101.56万 | 0.71% | 14,254 | -6,013 | -29.7% | -$42.84万 | 减仓 |
| — | SPDR SERIES TRUST | $100.12万 | 0.70% | 21,608 | 486 | 2.3% | $2.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $91.53万 | 0.64% | 905 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $88.40万 | 0.62% | 2,389 | -104 | -4.2% | -$3.85万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $88.23万 | 0.62% | 12,800 | 622 | 5.1% | $4.29万 | 加仓 |
| META | META PLATFORMS INC | $83.99万 | 0.59% | 1,491 | -272 | -15.4% | -$15.32万 | 减仓 |
| HD | HOME DEPOT INC | $83.13万 | 0.58% | 2,357 | -83 | -3.4% | -$2.93万 | 减仓 |
| GEV | GE VERNOVA INC | $77.66万 | 0.54% | 661 | -105 | -13.7% | -$12.34万 | 减仓 |
| SYK | STRYKER CORPORATION | $77.01万 | 0.54% | 2,446 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $75.80万 | 0.53% | 1,906 | -20 | -1.0% | -$7,954 | 减仓 |
| VOT | VANGUARD INDEX FDS | $75.75万 | 0.53% | 2,473 | -9 | -0.4% | -$2,757 | 减仓 |
| ICSH | ISHARES TR | $74.50万 | 0.52% | 14,730 | 1,484 | 11.2% | $7.51万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $73.60万 | 0.51% | 24,898 | -1,301 | -5.0% | -$3.85万 | 减仓 |
| ADI | ANALOG DEVICES INC | $73.48万 | 0.51% | 1,850 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $72.54万 | 0.51% | 960 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $71.63万 | 0.50% | 14,093 | 375 | 2.7% | $1.91万 | 加仓 |
| DE | DEERE & CO | $71.49万 | 0.50% | 1,127 | -59 | -5.0% | -$3.74万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF | $71.22万 | 0.50% | 25,925 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $70.96万 | 0.49% | 5,522 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $70.56万 | 0.49% | 5,904 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $70.00万 | 0.49% | 4,141 | -94 | -2.2% | -$1.59万 | 减仓 |
| IEMG | ISHARES INC | $69.29万 | 0.48% | 8,364 | -4,244 | -33.7% | -$35.16万 | 减仓 |
| MCD | MCDONALDS CORP | $67.93万 | 0.47% | 2,513 | -174 | -6.5% | -$4.70万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $67.50万 | 0.47% | 2,844 | -173 | -5.7% | -$4.11万 | 减仓 |
| CVX | CHEVRON CORPORATION | $66.39万 | 0.46% | 4,005 | -287 | -6.7% | -$4.76万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $64.67万 | 0.45% | 11,213 | -283 | -2.5% | -$1.63万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $64.63万 | 0.45% | 9,503 | -3,005 | -24.0% | -$20.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUF | $63.47万 | 0.44% | 1,329 | -130 | -8.9% | -$6.21万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $61.89万 | 0.43% | 11,654 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $58.14万 | 0.41% | 2,950 | -120 | -3.9% | -$2.37万 | 减仓 |
| USFR | WISDOMTREE TR | $57.98万 | 0.40% | 11,516 | -6,649 | -36.6% | -$33.48万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $54.97万 | 0.38% | 12,124 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $54.22万 | 0.38% | 1,854 | 505 | 37.4% | $14.77万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMER | $53.33万 | 0.37% | 1,379 | -82 | -5.6% | -$3.17万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.07万 | 0.37% | 12,435 | 77 | 0.6% | $3,286 | 加仓 |
| SPGI | S&P GLOBAL INC | $52.90万 | 0.37% | 1,299 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX | $52.80万 | 0.37% | 8,845 | -198 | -2.2% | -$1.18万 | 减仓 |
| ABBV | ABBVIE INC | $49.67万 | 0.35% | 1,974 | 51 | 2.7% | $1.28万 | 加仓 |
| QCOM | QUALCOMM INC | $49.43万 | 0.34% | 2,675 | 275 | 11.5% | $5.08万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD | $49.41万 | 0.34% | 4,377 | -2,711 | -38.2% | -$30.60万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $49.15万 | 0.34% | 12,200 | 1,375 | 12.7% | $5.54万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $48.46万 | 0.34% | 5,433 | -2,305 | -29.8% | -$20.56万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $48.12万 | 0.34% | 2,435 | 137 | 6.0% | $2.71万 | 加仓 |
| — | EXXON MOBIL CORP | $47.85万 | 0.33% | 3,500 | -23 | -0.7% | -$3,145 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED | $47.20万 | 0.33% | 5,722 | -2,424 | -29.8% | -$20.00万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAG | $46.49万 | 0.32% | 5,868 | -73 | -1.2% | -$5,783 | 减仓 |
| MS | MORGAN STANLEY | $46.47万 | 0.32% | 2,223 | -320 | -12.6% | -$6.69万 | 减仓 |
| — | SIEMENS ENERGY AG | $45.06万 | 0.31% | 11,885 | 599 | 5.3% | $2.27万 | 加仓 |
| ETN | EATON CORP PLC | $45.04万 | 0.31% | 1,057 | -125 | -10.6% | -$5.33万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $44.46万 | 0.31% | 771 | -33 | -4.1% | -$1.90万 | 减仓 |
| PGR | PROGRESSIVE CORP | $44.00万 | 0.31% | 2,014 | -572 | -22.1% | -$12.50万 | 减仓 |
| IUSV | ISHARES TR | $43.20万 | 0.30% | 3,922 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $42.80万 | 0.30% | 1,239 | -55 | -4.3% | -$1.90万 | 减仓 |
| VCR | VANGUARD WORLD FD | $42.71万 | 0.30% | 1,077 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $41.56万 | 0.29% | 2,653 | -147 | -5.2% | -$2.30万 | 减仓 |
| HON | HONEYWELL INTL INC | $40.68万 | 0.28% | 1,817 | -1,626 | -47.2% | -$36.41万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $40.17万 | 0.28% | 1,817 | 1,817 | — | $40.17万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $39.77万 | 0.28% | 1,035 | -51 | -4.7% | -$1.96万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $39.66万 | 0.28% | 2,120 | 834 | 64.9% | $15.60万 | 加仓 |
| NFLX | NETFLIX INC. | $39.16万 | 0.27% | 5,485 | -1,759 | -24.3% | -$12.56万 | 减仓 |