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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | $5,709.11万 | 14.55% | 191,036 | 4,675 | 2.5% | $139.71万 | 加仓 |
| VTEB | VANGUARD MUN BD FD INC TAX EXEM | $4,471.34万 | 11.40% | 896,240 | 22,074 | 2.5% | $110.13万 | 加仓 |
| PYLD | PIMCO TRUST MULTISECTOR BOND ET | $4,453.10万 | 11.35% | 1,699,658 | 80,781 | 5.0% | $211.65万 | 加仓 |
| VXUS | VANGUARD STAR FUNDS VANGUARD TO | $2,866.26万 | 7.30% | 371,711 | 457 | 0.1% | $3.52万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BO | $2,596.10万 | 6.62% | 261,519 | -20,348 | -7.2% | -$201.99万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1,666.72万 | 4.25% | 134,078 | 790 | 0.6% | $9.82万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $1,418.39万 | 3.61% | 21,810 | 367 | 1.7% | $23.87万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX FUND | $1,363.79万 | 3.48% | 165,448 | 1,549 | 0.9% | $12.77万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $1,352.96万 | 3.45% | 103,264 | -14 | -0.0% | -$1,834 | 减仓 |
| EVSM | EATON VANCE SHORT DURATION MUNI | $1,001.39万 | 2.55% | 199,520 | 8,721 | 4.6% | $43.77万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $668.93万 | 1.70% | 123,762 | -287 | -0.2% | -$1.55万 | 减仓 |
| — | EXXON MOBIL CORP | $396.72万 | 1.01% | 23,383 | -4,074 | -14.8% | -$69.12万 | 减仓 |
| AAPL | APPLE INC COMMON | $316.53万 | 0.81% | 12,472 | -496 | -3.8% | -$12.59万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CLASS C | $284.82万 | 0.73% | 9,929 | -563 | -5.4% | -$16.15万 | 减仓 |
| ABBV | ABBVIE INC | $282.11万 | 0.72% | 12,971 | -25 | -0.2% | -$5,437 | 减仓 |
| NVDA | NVIDIA CORP | $262.79万 | 0.67% | 15,068 | 427 | 2.9% | $7.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $252.82万 | 0.64% | 10,343 | -274 | -2.6% | -$6.70万 | 减仓 |
| AGZ | ISHARES AGENCY BOND ETF | $252.72万 | 0.64% | 23,035 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES GNMA BOND ETF | $245.50万 | 0.63% | 55,380 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $242.76万 | 0.62% | 6,558 | -715 | -9.8% | -$26.47万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $240.32万 | 0.61% | 3,679 | -4 | -0.1% | -$2,613 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $228.01万 | 0.58% | 7,929 | 640 | 8.8% | $18.40万 | 加仓 |
| AMZN | AMAZON.COM INC | $224.35万 | 0.57% | 10,772 | -91 | -0.8% | -$1.90万 | 减仓 |
| KO | COCA-COLA CO | $214.36万 | 0.55% | 28,187 | -1,071 | -3.7% | -$8.14万 | 减仓 |
| SPSM | SPDR PORTFOLIO S&P 600 SMALL CA | $191.53万 | 0.49% | 39,638 | -2,947 | -6.9% | -$14.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $188.17万 | 0.48% | 6,397 | 9 | 0.1% | $2,647 | 加仓 |
| SJNK | SPDR BARCLAYS SHORT TERM HIGH Y | $187.54万 | 0.48% | 75,077 | -2,382 | -3.1% | -$5.95万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $186.94万 | 0.48% | 7,538 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW | $185.58万 | 0.47% | 15,428 | -6 | -0.0% | -$722 | 减仓 |
| META | META PLATFORMS INC. | $179.65万 | 0.46% | 3,140 | -7 | -0.2% | -$4,005 | 减仓 |
| AVGO | BROADCOM INC | $177.41万 | 0.45% | 5,732 | 817 | 16.6% | $25.29万 | 加仓 |
| LLY | LILLY ELI & COMMON | $176.69万 | 0.45% | 1,921 | -101 | -5.0% | -$9.29万 | 减仓 |
| GE | GE AEROSPACE | $170.35万 | 0.43% | 6,003 | 22 | 0.4% | $6,243 | 加仓 |
| IDV | ISHS INTL SEL DV ETF | $158.51万 | 0.40% | 37,244 | -1,337 | -3.5% | -$5.69万 | 减仓 |
| VRIG | INVESCO AC VAR ETF | $157.68万 | 0.40% | 62,983 | -11,298 | -15.2% | -$28.28万 | 减仓 |
| UNP | UNION PACIFIC CORP | $147.39万 | 0.38% | 6,075 | -34 | -0.6% | -$8,249 | 减仓 |
| ABT | ABBOTT LABORATORIES | $144.76万 | 0.37% | 14,100 | -470 | -3.2% | -$4.83万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $142.56万 | 0.36% | 4,171 | -34 | -0.8% | -$1.16万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $132.48万 | 0.34% | 2,148 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $130.28万 | 0.33% | 29,522 | 35 | 0.1% | $1,545 | 加仓 |
| EFA | ISHARES MSCI EAFE | $128.11万 | 0.33% | 13,190 | 0 | 0.0% | — | 不变 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $126.50万 | 0.32% | 6,558 | 0 | 0.0% | — | 不变 |
| V | VISA COMMON CL A | $125.97万 | 0.32% | 4,168 | -50 | -1.2% | -$1.51万 | 减仓 |
| HUBB | HUBBELL INC NPV | $123.91万 | 0.32% | 2,525 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $119.92万 | 0.31% | 15,456 | 51 | 0.3% | $3,957 | 加仓 |
| AXP | AMERICAN EXPRESS COMMON | $109.74万 | 0.28% | 3,628 | 2 | 0.1% | $605 | 加仓 |
| WMT | WAL-MART STORES COMMON | $109.61万 | 0.28% | 8,820 | -390 | -4.2% | -$4.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CLAS | $108.68万 | 0.28% | 2,268 | -14 | -0.6% | -$6,709 | 减仓 |
| TSLA | TESLA MTRS INC | $106.69万 | 0.27% | 2,870 | -27 | -0.9% | -$1.00万 | 减仓 |
| CVX | CHEVRON CORP | $102.46万 | 0.26% | 4,952 | -508 | -9.3% | -$10.51万 | 减仓 |
| XLK | TECH SELECT SEC SPDR | $99.73万 | 0.25% | 7,504 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $99.60万 | 0.25% | 1,141 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY | $97.96万 | 0.25% | 1,404 | 130 | 10.2% | $9.07万 | 加仓 |
| MA | MASTERCARD CL A | $96.08万 | 0.24% | 1,923 | -37 | -1.9% | -$1.85万 | 减仓 |
| ACWI | ISHARES TR MSCI | $93.14万 | 0.24% | 6,731 | -150 | -2.2% | -$2.08万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL | $79.34万 | 0.20% | 15,563 | -7,455 | -32.4% | -$38.01万 | 减仓 |
| CAT | CATERPILLAR INC. | $78.92万 | 0.20% | 1,114 | -215 | -16.2% | -$15.23万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COMMON | $77.62万 | 0.20% | 4,255 | -61 | -1.4% | -$1.11万 | 减仓 |
| KR | KROGER CO | $76.29万 | 0.19% | 10,543 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORP BOND E | $75.67万 | 0.19% | 15,900 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FUNDS VANGUARD E | $74.19万 | 0.19% | 3,605 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $73.80万 | 0.19% | 1,735 | 93 | 5.7% | $3.96万 | 加仓 |
| T | AT&T INC | $71.67万 | 0.18% | 24,721 | -266 | -1.1% | -$7,711 | 减仓 |
| COST | COSTCO WHOLESALE CORP NEW COMMO | $71.44万 | 0.18% | 717 | 6 | 0.8% | $5,979 | 加仓 |
| SHM | SPDR SER TR NUVEEN BLOOMBERG BA | $71.03万 | 0.18% | 14,851 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $67.63万 | 0.17% | 4,597 | -143 | -3.0% | -$2.10万 | 减仓 |
| KLAC | KLA CORPORATION COM NEW | $67.14万 | 0.17% | 456 | 3 | 0.7% | $4,417 | 加仓 |
| HD | THE HOME DEPOT INC | $66.14万 | 0.17% | 2,011 | -44 | -2.1% | -$1.45万 | 减仓 |
| WFC | WELLS FARGO & CO | $65.16万 | 0.17% | 8,185 | -85 | -1.0% | -$6,767 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $64.67万 | 0.16% | 3,179 | -31 | -1.0% | -$6,306 | 减仓 |
| JPIB | JP MORGAN INTL BOND OPPORTUNITI | $60.36万 | 0.15% | 12,622 | -1,304 | -9.4% | -$6.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.83万 | 0.15% | 2,211 | -18 | -0.8% | -$4,871 | 减仓 |
| EEM | ISHARES MSCI EMERG | $59.06万 | 0.15% | 10,400 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $58.21万 | 0.15% | 4,803 | 33 | 0.7% | $4,000 | 加仓 |
| NFLX | NETFLIX INC COMMON | $57.01万 | 0.15% | 5,929 | 331 | 5.9% | $3.18万 | 加仓 |
| BAC | BANK AMER CORP COMMON | $56.72万 | 0.14% | 11,635 | -351 | -2.9% | -$1.71万 | 减仓 |
| TER | TERADYNE INC | $56.48万 | 0.14% | 1,905 | -14 | -0.7% | -$4,150 | 减仓 |
| ADI | ANALOG DEVICES INC | $56.15万 | 0.14% | 1,765 | 7 | 0.4% | $2,227 | 加仓 |
| MU | MICRON TECHNOLOGY INC COMMON | $55.14万 | 0.14% | 1,632 | -36 | -2.2% | -$1.22万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $54.75万 | 0.14% | 3,336 | -4 | -0.1% | -$657 | 减仓 |
| CRM | SALESFORCE INC | $50.51万 | 0.13% | 2,706 | 77 | 2.9% | $1.44万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COMMON | $48.21万 | 0.12% | 2,916 | 30 | 1.0% | $4,960 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COMM | $47.07万 | 0.12% | 9,377 | 54 | 0.6% | $2,711 | 加仓 |
| NEE | NEXTERA ENERGY INC | $45.62万 | 0.12% | 4,912 | 76 | 1.6% | $7,059 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $44.86万 | 0.11% | 2,208 | -342 | -13.4% | -$6.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $44.60万 | 0.11% | 3,088 | -271 | -8.1% | -$3.91万 | 减仓 |
| SCHD | SCHWAB STRATEGIC US DIVIDEND EQ | $44.49万 | 0.11% | 14,501 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE COMM | $44.36万 | 0.11% | 18,630 | 1,804 | 10.7% | $4.30万 | 加仓 |
| AON | AON PLC | $43.64万 | 0.11% | 1,352 | -4 | -0.3% | -$1,291 | 减仓 |
| ETN | EATON CORP PLC | $43.10万 | 0.11% | 1,205 | 17 | 1.4% | $6,080 | 加仓 |
| EXI | ISHARES S&P GLO INDS | $42.99万 | 0.11% | 2,375 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COMMON | $41.68万 | 0.11% | 938 | 1 | 0.1% | $444 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $39.58万 | 0.10% | 1,633 | 588 | 56.3% | $14.25万 | 加仓 |
| MCO | MOODYS CORP | $38.83万 | 0.10% | 890 | 2 | 0.2% | $873 | 加仓 |
| COP | CONOCOPHILLIPS | $37.67万 | 0.10% | 2,854 | 80 | 2.9% | $1.06万 | 加仓 |
| MCD | MCDONALDS CORP COMMON | $37.26万 | 0.09% | 1,199 | -195 | -14.0% | -$6.06万 | 减仓 |
| PLD | PROLOGIS INC | $37.09万 | 0.09% | 2,806 | 42 | 1.5% | $5,552 | 加仓 |
| CB | CHUBB LIMITED COM NPV | $36.96万 | 0.09% | 1,134 | 154 | 15.7% | $5.02万 | 加仓 |
| AMGN | AMGEN INC | $36.28万 | 0.09% | 1,031 | 80 | 8.4% | $2.81万 | 加仓 |
| WM | WASTE MGMT INC DEL COMMON | $35.94万 | 0.09% | 1,564 | 11 | 0.7% | $2,528 | 加仓 |