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 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC | $39.18万 | 0.09% | 2,892 | 86 | 3.1% | $1.17万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $37.27万 | 0.09% | 3,603 | 47 | 1.3% | $4,862 | 加仓 |
| LOW | LOWES COS INC COMMON | $36.38万 | 0.09% | 1,650 | 327 | 24.7% | $7.21万 | 加仓 |
| DDOG | DATADOG INC CL A | $36.16万 | 0.09% | 1,389 | 1,389 | — | $36.16万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COMMON | $35.80万 | 0.09% | 354 | 23 | 6.9% | $2.33万 | 加仓 |
| CB | CHUBB LIMITED COM NPV | $35.03万 | 0.08% | 1,028 | -106 | -9.3% | -$3.61万 | 减仓 |
| WM | WASTE MGMT INC DEL COMMON | $34.70万 | 0.08% | 1,557 | -7 | -0.4% | -$1,560 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $34.44万 | 0.08% | 2,911 | 6 | 0.2% | $710 | 加仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $33.45万 | 0.08% | 242 | -15 | -5.8% | -$2.07万 | 减仓 |
| PEP | PEPSICO INC | $33.21万 | 0.08% | 2,453 | 303 | 14.1% | $4.10万 | 加仓 |
| SNPS | SYNOPSYS INC | $32.96万 | 0.08% | 739 | 103 | 16.2% | $4.59万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $32.69万 | 0.08% | 3,368 | -20 | -0.6% | -$1,941 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $32.03万 | 0.08% | 2,968 | 15 | 0.5% | $1,619 | 加仓 |
| AMGN | AMGEN INC | $31.94万 | 0.08% | 882 | -149 | -14.5% | -$5.40万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $31.81万 | 0.08% | 3,488 | 291 | 9.1% | $2.65万 | 加仓 |
| MET | METLIFE INC COMMON | $31.41万 | 0.08% | 3,712 | 155 | 4.4% | $1.31万 | 加仓 |
| CMI | CUMMINS INC | $31.31万 | 0.07% | 439 | -39 | -8.2% | -$2.78万 | 减仓 |
| COP | CONOCOPHILLIPS | $31.17万 | 0.07% | 2,998 | 144 | 5.0% | $1.50万 | 加仓 |
| DHR | DANAHER CORP COMMON | $30.74万 | 0.07% | 1,614 | 356 | 28.3% | $6.78万 | 加仓 |
| MCD | MCDONALDS CORP COMMON | $29.87万 | 0.07% | 1,105 | -94 | -7.8% | -$2.54万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COMMON | $29.65万 | 0.07% | 9,275 | 43 | 0.5% | $1,375 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $29.50万 | 0.07% | 3,120 | 3,120 | — | $29.50万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW COMMON NEW | $28.33万 | 0.07% | 2,238 | 7 | 0.3% | $886 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $27.66万 | 0.07% | 2,998 | 266 | 9.7% | $2.45万 | 加仓 |
| DIS | WALT DISNEY COMMON | $27.62万 | 0.07% | 2,870 | 309 | 12.1% | $2.97万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $27.11万 | 0.06% | 964 | -669 | -41.0% | -$18.81万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL | $27.10万 | 0.06% | 5,313 | -10,250 | -65.9% | -$52.27万 | 减仓 |
| WMB | WILLIAMS COS INC DEL | $26.60万 | 0.06% | 3,578 | 66 | 1.9% | $4,906 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.41万 | 0.06% | 2,264 | -46 | -2.0% | -$5,367 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $25.85万 | 0.06% | 650 | -111 | -14.6% | -$4.41万 | 减仓 |
| ROST | ROSS STORES INC COM | $25.56万 | 0.06% | 1,201 | 47 | 4.1% | $1.00万 | 加仓 |
| VMC | VULCAN MATERIALS CO | $25.08万 | 0.06% | 850 | -9 | -1.0% | -$2,655 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $24.88万 | 0.06% | 743 | 743 | — | $24.88万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COMMON | $24.74万 | 0.06% | 1,808 | -13 | -0.7% | -$1,779 | 减仓 |
| VGIT | VANGUARD INTM-TERM GOVT BOND FU | $24.59万 | 0.06% | 4,169 | -289 | -6.5% | -$1.70万 | 减仓 |
| FTNT | FORTINET INC COM | $23.81万 | 0.06% | 1,550 | 1,550 | — | $23.81万 | 新建仓 |
| CTAS | CINTAS CORP | $23.66万 | 0.06% | 1,391 | -39 | -2.7% | -$6,633 | 减仓 |
| ALL | ALLSTATE CORP | $23.53万 | 0.06% | 989 | 13 | 1.3% | $3,093 | 加仓 |
| ADBE | ADOBE INC | $23.23万 | 0.06% | 1,133 | 39 | 3.6% | $7,996 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $23.12万 | 0.06% | 314 | 314 | — | $23.12万 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $22.95万 | 0.05% | 3,650 | -72 | -1.9% | -$4,528 | 减仓 |
| VO | VANGUARD IND FD MID-CAP ETF | $22.95万 | 0.05% | 2,848 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $22.65万 | 0.05% | 720 | -3 | -0.4% | -$944 | 减仓 |
| SYK | STRYKER CORP | $22.48万 | 0.05% | 714 | 7 | 1.0% | $2,204 | 加仓 |
| ANET | ARISTA NETWORKS INC | $22.27万 | 0.05% | 1,311 | 1,311 | — | $22.27万 | 新建仓 |
| RCL | ROYAL CARIBBEAN CRUISES LTD SHS | $22.16万 | 0.05% | 698 | -34 | -4.6% | -$1.08万 | 减仓 |
| ICE | INTERCONTINENTALEXCHANGE GROUP | $22.05万 | 0.05% | 1,791 | -36 | -2.0% | -$4,432 | 减仓 |
| PAYX | PAYCHEX COMMON | $22.05万 | 0.05% | 2,242 | 396 | 21.5% | $3.89万 | 重新持有 |
| SYF | SYNCHRONY FINL COM | $22.02万 | 0.05% | 2,895 | -90 | -3.0% | -$6,845 | 减仓 |
| FFIV | F5 NETWORKS INC | $21.84万 | 0.05% | 525 | 525 | — | $21.84万 | 新建仓 |
| L | LOEWS CORP | $21.58万 | 0.05% | 1,906 | -17 | -0.9% | -$1,925 | 减仓 |
| MBB | iShares MBS | $21.56万 | 0.05% | 2,281 | 2,281 | — | $21.56万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.41万 | 0.05% | 189 | -114 | -37.6% | -$12.91万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $21.21万 | 0.05% | 565 | 565 | — | $21.21万 | 新建仓 |
| JPST | JP MORGAN ULTRA SHORT INC ETF | $20.81万 | 0.05% | 4,115 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC COM | $20.81万 | 0.05% | 401 | 401 | — | $20.81万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $20.54万 | 0.05% | 3,551 | 3,551 | — | $20.54万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $20.37万 | 0.05% | 2,823 | -153 | -5.1% | -$1.10万 | 减仓 |
| IGSB | ISHARES SHORT-TERM CORPORATE BD | $20.07万 | 0.05% | 3,830 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR MSCI | $0 | 0.00% | 0 | -6,731 | -100.0% | -$93.14万 | 清仓 |
| EXI | ISHARES S&P GLO INDS | $0 | 0.00% | 0 | -2,375 | -100.0% | -$42.99万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -1,099 | -100.0% | -$32.46万 | 清仓 |
| DGRW | WISDOMTREE TR US QUALITY DIVIDE | $0 | 0.00% | 0 | -3,091 | -100.0% | -$27.15万 | 清仓 |
| GARP | ISHARES TR MSCI USA QUALITY | $0 | 0.00% | 0 | -3,707 | -100.0% | -$23.71万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -520 | -100.0% | -$22.48万 | 清仓 |
| IXN | ISHARES S&P GLOB TECH SECTOR ID | $0 | 0.00% | 0 | -2,157 | -100.0% | -$21.56万 | 清仓 |
| HCA | HCA HEALTHCARE, INC | $0 | 0.00% | 0 | -452 | -100.0% | -$21.39万 | 清仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD VI | $0 | 0.00% | 0 | -5,158 | -100.0% | -$20.34万 | 清仓 |