Sunflower Bank, N.A.
DALLAS TX · SEC CIK 0001818759
$4.18亿2026Q2 申报市值
159持仓数
65.8%前十大占比 · 第一大 15.3%
11 / 9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
AVGO 加仓+$65.39万
DDOG 新建仓+$36.16万
ON 新建仓+$29.50万
MU 加仓+$27.47万
BRK/B 加仓+$25.42万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$618.47万
VTEB 减仓-$282.07万
VV 减仓-$186.06万
VXUS 减仓-$151.80万
AGG 减仓-$116.54万
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 |
|---|---|---|---|---|---|---|---|---|
| HD | THE HOME DEPOT INC | $75.51万 | 0.18% | 2,141 | 130 | 6.5% | $4.58万 | 加仓 |
| QLTA | ISHARES AAA-A RATED CORP BOND E | $75.56万 | 0.18% | 15,900 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $76.20万 | 0.18% | 2,558 | -86 | -3.3% | -$2.56万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE COMM | $77.30万 | 0.18% | 17,135 | -1,495 | -8.0% | -$6.74万 | 减仓 |
| CVX | CHEVRON CORP | $78.65万 | 0.19% | 4,745 | -207 | -4.2% | -$3.43万 | 减仓 |
| ORCL | ORACLE CORP | $79.59万 | 0.19% | 5,431 | 834 | 18.1% | $12.22万 | 加仓 |
| TER | TERADYNE INC | $82.93万 | 0.20% | 1,714 | -191 | -10.0% | -$9.24万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COMMON | $85.10万 | 0.20% | 4,242 | -13 | -0.3% | -$2,608 | 减仓 |
| VXF | VANGUARD INDEX FUNDS VANGUARD E | $88.76万 | 0.21% | 3,605 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES COMMON | $95.13万 | 0.23% | 8,399 | -421 | -4.8% | -$4.77万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY | $100.19万 | 0.24% | 8,383 | -2,849 | -25.4% | -$34.05万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $100.83万 | 0.24% | 2,426 | 215 | 9.7% | $8.94万 | 加仓 |
| MA | MASTERCARD CL A | $101.38万 | 0.24% | 1,974 | 51 | 2.7% | $2.62万 | 加仓 |
| CAT | CATERPILLAR INC. | $117.88万 | 0.28% | 1,107 | -7 | -0.6% | -$7,454 | 减仓 |
| TSLA | TESLA MTRS INC | $121.89万 | 0.29% | 2,898 | 28 | 1.0% | $1.18万 | 加仓 |
| AXP | AMERICAN EXPRESS COMMON | $122.48万 | 0.29% | 3,621 | -7 | -0.2% | -$2,368 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $123.19万 | 0.29% | 6,493 | -65 | -1.0% | -$1.23万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $126.92万 | 0.30% | 13,987 | -113 | -0.8% | -$1.03万 | 减仓 |
| GEV | GE VERNOVA | $129.35万 | 0.31% | 1,101 | -40 | -3.5% | -$4.70万 | 减仓 |
| HUBB | HUBBELL INC NPV | $132.11万 | 0.32% | 2,525 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORPORATION COM NEW | $134.38万 | 0.32% | 4,454 | -106 | -2.3% | -$3.20万 | 减仓 |
| EFA | ISHARES MSCI EAFE | $137.02万 | 0.33% | 13,190 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CLAS | $138.91万 | 0.33% | 2,776 | 508 | 22.4% | $25.42万 | 加仓 |
| XLK | TECH SELECT SEC SPDR | $139.97万 | 0.33% | 7,347 | -157 | -2.1% | -$2.99万 | 减仓 |
| VRIG | INVESCO AC VAR ETF | $142.06万 | 0.34% | 56,664 | -6,319 | -10.0% | -$15.84万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $142.64万 | 0.34% | 3,306 | -30 | -0.9% | -$1.29万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $151.08万 | 0.36% | 2,148 | 0 | 0.0% | — | 不变 |
| IDV | ISHS INTL SEL DV ETF | $151.51万 | 0.36% | 36,571 | -673 | -1.8% | -$2.79万 | 减仓 |
| V | VISA COMMON CL A | $155.21万 | 0.37% | 4,524 | 356 | 8.5% | $12.21万 | 加仓 |
| UNP | UNION PACIFIC CORP | $167.20万 | 0.40% | 6,147 | 72 | 1.2% | $1.96万 | 加仓 |
| META | META PLATFORMS INC. | $174.73万 | 0.42% | 3,102 | -38 | -1.2% | -$2.14万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $181.19万 | 0.43% | 15,426 | -30 | -0.2% | -$3,524 | 减仓 |
| SJNK | SPDR BARCLAYS SHORT TERM HIGH Y | $188.34万 | 0.45% | 75,246 | 169 | 0.2% | $4,230 | 加仓 |
| IWM | ISHARES RUSSELL 2000 | $190.43万 | 0.46% | 6,338 | -1,200 | -15.9% | -$36.05万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $199.25万 | 0.48% | 3,430 | 251 | 7.9% | $14.58万 | 加仓 |
| MRK | MERCK & CO INC NEW | $200.76万 | 0.48% | 15,623 | 195 | 1.3% | $2.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COMMON | $215.85万 | 0.52% | 1,870 | 238 | 14.6% | $27.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $218.36万 | 0.52% | 6,671 | 274 | 4.3% | $8.97万 | 加仓 |
| GE | GE AEROSPACE | $221.14万 | 0.53% | 5,917 | -86 | -1.4% | -$3.21万 | 减仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CA | $226.30万 | 0.54% | 39,241 | -397 | -1.0% | -$2.29万 | 减仓 |
| KO | COCA-COLA CO | $227.07万 | 0.54% | 27,940 | -247 | -0.9% | -$2.01万 | 减仓 |
| LLY | LILLY ELI & COMMON | $234.13万 | 0.56% | 1,952 | 31 | 1.6% | $3.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $243.54万 | 0.58% | 6,529 | -29 | -0.4% | -$1.08万 | 减仓 |
| GNMA | ISHARES GNMA BOND ETF | $244.95万 | 0.59% | 55,380 | 0 | 0.0% | — | 不变 |
| AGZ | ISHARES AGENCY BOND ETF | $251.72万 | 0.60% | 23,035 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $262.67万 | 0.63% | 11,021 | 249 | 2.3% | $5.93万 | 加仓 |
| GOOGL | ALPHABET INC CLASS A | $262.92万 | 0.63% | 7,357 | -572 | -7.2% | -$20.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $264.20万 | 0.63% | 10,403 | 60 | 0.6% | $1.52万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $275.67万 | 0.66% | 3,681 | 2 | 0.1% | $1,498 | 加仓 |
| AVGO | BROADCOM INC | $281.91万 | 0.67% | 7,463 | 1,731 | 30.2% | $65.39万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $294.12万 | 0.70% | 4,068 | -103 | -2.5% | -$7.45万 | 减仓 |
| NVDA | NVIDIA CORP | $296.45万 | 0.71% | 14,816 | -252 | -1.7% | -$5.04万 | 减仓 |
| — | EXXON MOBIL CORP | $311.04万 | 0.74% | 22,750 | -633 | -2.7% | -$8.65万 | 减仓 |
| ABBV | ABBVIE INC | $329.80万 | 0.79% | 13,106 | 135 | 1.0% | $3.40万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CLASS C | $343.19万 | 0.82% | 9,713 | -216 | -2.2% | -$7.63万 | 减仓 |
| AAPL | APPLE INC COMMON | $355.04万 | 0.85% | 12,270 | -202 | -1.6% | -$5.85万 | 减仓 |
| INTC | INTEL CORP | $403.20万 | 0.96% | 28,876 | -646 | -2.2% | -$9.02万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $720.86万 | 1.72% | 120,768 | -2,994 | -2.4% | -$17.87万 | 减仓 |
| EVSM | EATON VANCE SHORT DURATION MUNI | $990.45万 | 2.37% | 196,868 | -2,652 | -1.3% | -$13.34万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $1,010.23万 | 2.41% | 13,528 | -8,282 | -38.0% | -$618.47万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX FUND | $1,444.88万 | 3.45% | 163,190 | -2,258 | -1.4% | -$19.99万 | 减仓 |
| EMR | EMERSON ELECTRIC CO | $1,479.27万 | 3.54% | 103,337 | 73 | 0.1% | $1.04万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,941.66万 | 4.64% | 130,919 | -3,159 | -2.4% | -$46.85万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BO | $2,471.98万 | 5.91% | 249,745 | -11,774 | -4.5% | -$116.54万 | 减仓 |
| VXUS | VANGUARD STAR FUNDS VANGUARD TO | $3,025.95万 | 7.23% | 353,954 | -17,757 | -4.8% | -$151.80万 | 减仓 |
| VTEB | VANGUARD MUN BD FD INC TAX EXEM | $4,251.11万 | 10.16% | 840,472 | -55,768 | -6.2% | -$282.07万 | 减仓 |
| PYLD | PIMCO TRUST MULTISECTOR BOND ET | $4,514.57万 | 10.79% | 1,702,327 | 2,669 | 0.2% | $7.08万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $6,383.86万 | 15.26% | 185,626 | -5,410 | -2.8% | -$186.06万 | 减仓 |