Sunflower Bank, N.A.
DALLAS TX · SEC CIK 0001818759
$3.92亿2026Q1 申报市值
155持仓数
68.6%前十大占比 · 第一大 14.6%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PYLD 加仓+$211.65万
VV 加仓+$139.71万
VTEB 加仓+$110.13万
EVSM 加仓+$43.77万
GLW 新建仓+$27.43万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$201.99万
EXXON MOBIL CORP 减仓-$69.12万
JFLX 清仓-$58.31万
JMST 减仓-$38.01万
VRIG 减仓-$28.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MS | MORGAN STANLEY | $35.88万 | 0.09% | 2,180 | 5 | 0.2% | $823 | 加仓 |
| GM | GENERAL MTRS CO | $35.83万 | 0.09% | 4,809 | -33 | -0.7% | -$2,459 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $35.08万 | 0.09% | 761 | 23 | 3.1% | $1.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.79万 | 0.09% | 2,310 | 45 | 2.0% | $6,583 | 加仓 |
| PEP | PEPSICO INC | $33.39万 | 0.09% | 2,150 | -260 | -10.8% | -$4.04万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC CO | $33.23万 | 0.08% | 676 | 7 | 1.0% | $3,441 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $32.52万 | 0.08% | 3,388 | 3 | 0.1% | $288 | 加仓 |
| CME | CME GROUP INC | $32.46万 | 0.08% | 1,099 | 250 | 29.4% | $7.38万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $32.37万 | 0.08% | 2,905 | 125 | 4.5% | $1.39万 | 加仓 |
| LOW | LOWES COS INC COMMON | $31.26万 | 0.08% | 1,323 | -322 | -19.6% | -$7.61万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COMMON | $30.95万 | 0.08% | 9,232 | -2,930 | -24.1% | -$9.82万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COMMON NEW | $29.21万 | 0.07% | 2,231 | -17 | -0.8% | -$2,226 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $28.85万 | 0.07% | 2,953 | 42 | 1.4% | $4,103 | 加仓 |
| ICE | INTERCONTINENTALEXCHANGE GROUP | $28.74万 | 0.07% | 1,827 | -27 | -1.5% | -$4,247 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $28.10万 | 0.07% | 257 | 29 | 12.7% | $3.17万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COMMON | $28.00万 | 0.07% | 331 | -3 | -0.9% | -$2,538 | 减仓 |
| GLW | CORNING INC. COMMON | $27.43万 | 0.07% | 2,017 | 2,017 | — | $27.43万 | 新建仓 |
| DGRW | WISDOMTREE TR US QUALITY DIVIDE | $27.15万 | 0.07% | 3,091 | 3,091 | — | $27.15万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC COMMON | $26.97万 | 0.07% | 1,682 | 458 | 37.4% | $7.34万 | 加仓 |
| TXN | TEXAS INSTRS INC COMMON | $26.73万 | 0.07% | 1,377 | 22 | 1.6% | $4,271 | 加仓 |
| ADBE | ADOBE INC | $26.59万 | 0.07% | 1,094 | -7 | -0.6% | -$1,702 | 减仓 |
| VGIT | VANGUARD INTM-TERM GOVT BOND FU | $26.55万 | 0.07% | 4,458 | -348 | -7.2% | -$2.07万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $26.19万 | 0.07% | 2,644 | 239 | 9.9% | $2.37万 | 加仓 |
| CMI | CUMMINS INC | $25.72万 | 0.07% | 478 | -3 | -0.6% | -$1,614 | 减仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $25.68万 | 0.07% | 2,732 | 2 | 0.1% | $188 | 加仓 |
| WMB | WILLIAMS COS INC DEL | $25.56万 | 0.07% | 3,512 | -23 | -0.7% | -$1,674 | 减仓 |
| CVS | CVS HEALTH CORPORATION | $25.54万 | 0.07% | 3,556 | -72 | -2.0% | -$5,171 | 减仓 |
| SNPS | SYNOPSYS INC | $25.22万 | 0.06% | 636 | -48 | -7.0% | -$1.90万 | 减仓 |
| MET | METLIFE INC COMMON | $25.16万 | 0.06% | 3,557 | 21 | 0.6% | $1,485 | 加仓 |
| QCOM | QUALCOMM INC COMMON | $25.03万 | 0.06% | 1,944 | -48 | -2.4% | -$6,181 | 减仓 |
| ROST | ROSS STORES INC COM | $25.00万 | 0.06% | 1,154 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY COMMON | $24.68万 | 0.06% | 2,561 | -49 | -1.9% | -$4,723 | 减仓 |
| CTAS | CINTAS CORP | $24.19万 | 0.06% | 1,430 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COMMON | $23.87万 | 0.06% | 1,821 | 15 | 0.8% | $1,966 | 加仓 |
| DHR | DANAHER CORP COMMON | $23.85万 | 0.06% | 1,258 | 5 | 0.4% | $948 | 加仓 |
| GARP | ISHARES TR MSCI USA QUALITY | $23.71万 | 0.06% | 3,707 | 3,707 | — | $23.71万 | 新建仓 |
| VMC | VULCAN MATERIALS CO | $23.39万 | 0.06% | 859 | -16 | -1.8% | -$4,357 | 减仓 |
| SYK | STRYKER CORP | $23.23万 | 0.06% | 707 | -3 | -0.4% | -$986 | 减仓 |
| INTU | INTUIT | $22.48万 | 0.06% | 520 | 8 | 1.6% | $3,459 | 加仓 |
| LRCX | LAM RESEARCH CORP COM | $22.46万 | 0.06% | 1,051 | 1,051 | — | $22.46万 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | $22.18万 | 0.06% | 568 | 7 | 1.2% | $2,733 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $21.88万 | 0.06% | 3,722 | 3,722 | — | $21.88万 | 新建仓 |
| IXN | ISHARES S&P GLOB TECH SECTOR ID | $21.56万 | 0.05% | 2,157 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $21.41万 | 0.05% | 2,976 | 352 | 13.4% | $2.53万 | 加仓 |
| HCA | HCA HEALTHCARE, INC | $21.39万 | 0.05% | 452 | 5 | 1.1% | $2,366 | 加仓 |
| JPST | JP MORGAN ULTRA SHORT INC ETF | $20.83万 | 0.05% | 4,115 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $20.75万 | 0.05% | 723 | -21 | -2.8% | -$6,027 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $20.66万 | 0.05% | 3,197 | 57 | 1.8% | $3,683 | 加仓 |
| L | LOEWS CORP | $20.53万 | 0.05% | 1,923 | -58 | -2.9% | -$6,191 | 减仓 |
| VO | VANGUARD IND FD MID-CAP ETF | $20.45万 | 0.05% | 712 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI | $20.34万 | 0.05% | 5,158 | 5,158 | — | $20.34万 | 新建仓 |
| SYF | SYNCHRONY FINL COM | $20.30万 | 0.05% | 2,985 | 59 | 2.0% | $4,013 | 加仓 |
| ALL | ALLSTATE CORP | $20.24万 | 0.05% | 976 | -3 | -0.3% | -$622 | 减仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD SHS | $20.14万 | 0.05% | 732 | 66 | 9.9% | $1.82万 | 重新持有 |
| IGSB | ISHARES SHORT-TERM CORPORATE BD | $20.13万 | 0.05% | 3,830 | 0 | 0.0% | — | 不变 |
| JFLX | J P MORGAN FLEXIBLE DEBT ETF | $0 | 0.00% | 0 | -11,611 | -100.0% | -$58.31万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -150 | -100.0% | -$25.36万 | 清仓 |
| ACN | ACCENTURE PLC A | $0 | 0.00% | 0 | -917 | -100.0% | -$24.60万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGSH | VANGUARD SHORT-TERM GOV BND ETF | $0 | 0.00% | 0 | -3,695 | -100.0% | -$21.70万 | 清仓 |
| PAYX | PAYCHEX COMMON | $0 | 0.00% | 0 | — | — | — | 申报中断 |