13F 机构持仓

City State Bank

NORWALK IA · SEC CIK 0001910666

2026Q22026Q1 更早 9 个季度 🔒
$4.36亿2026Q2 申报市值
809持仓数
29.5%前十大占比 · 第一大 3.8%
38 / 13新建仓 / 清仓
申报市值走势$4.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.8%
DFCF 3.8%
MU 3.4%
BIV 3.3%
DFSD 3.1%
BSV 2.7%
VIG 2.6%
VYM 2.4%
Dimensional Et 2.3%
VWOB 2.2%

2026Q2 买入最多 按季末市值估算

DFCF 加仓+$104.88万
DFSD 加仓+$100.51万
VWOB 加仓+$84.41万
DIHP 加仓+$71.29万
DFIP 加仓+$70.73万

2026Q2 卖出最多 按季末市值估算

LNT 减仓-$422.53万
AMD 减仓-$97.65万
MU 减仓-$94.19万
HON 减仓-$45.61万
CRWD 减仓-$42.43万

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
AAPL Apple Inc Ordinary Shares $1,669.69万3.83%57,703 -907-1.5% -$26.24万 减仓
DFCF Dimensional Etf Trust Core Fixed Income $1,658.58万3.80%392,935 24,8486.8% $104.88万 加仓
MU Micron Technology Inc. Ordinary Shares $1,502.08万3.44%13,013 -816-5.9% -$94.19万 减仓
BIV Vanguard Bond Index Funds Intermediate-Term Etf $1,443.06万3.31%188,143 2,9321.6% $22.49万 加仓
DFSD Dimensional Etf Trust Short-Duration Fixed Income $1,356.77万3.11%284,141 21,0498.0% $100.51万 加仓
BSV Vanguard Bond Index Funds Short-Term Etf $1,161.62万2.66%149,098 2,3321.6% $18.17万 加仓
VIG Vanguard Specialized Funds Dividend Appreciation Ftf $1,119.35万2.56%47,306 1,2182.6% $28.82万 加仓
VYM Vanguard High Dividend Yield Etf $1,040.75万2.38%65,858 2850.4% $4.50万 加仓
— Dimensional Etf Trust U.S. Targeted Value $989.60万2.27%141,574 7,7495.8% $54.17万 加仓
VWOB Vanguard Whitehall Funds Emerging Markets Government Bond Etf $940.40万2.15%139,857 12,5539.9% $84.41万 加仓
BND Vanguard Total Bond Market Etf $833.83万1.91%113,586 3,3133.0% $24.32万 加仓
AGG Ishares Trust Core U.S. Aggregate Bond Etf $744.36万1.71%75,203 9211.2% $9.12万 加仓
GOOG Alphabet Inc Ordinary Shares - Class C $721.39万1.65%20,417 2471.2% $8.73万 加仓
NVDA Nvidia Corp Ordinary Shares $705.14万1.62%35,241 1850.5% $3.70万 加仓
VUG Vanguard Index Funds Growth Etf $691.58万1.58%80,286 4,6326.1% $39.90万 加仓
BRK/B Berkshire Hathaway Inc. Ordinary Shares - Class B $678.18万1.55%13,553 00.0% — 不变
BNDX Vanguard Charlotte Funds Total International Bond Etf $654.67万1.50%135,179 3,3652.6% $16.30万 加仓
STIP Ishares Trust 0-5 Year Tips Bond Etf $649.41万1.49%63,568 2,4284.0% $24.80万 加仓
MSFT Microsoft $647.64万1.48%17,362 8305.0% $30.96万 加仓
IGIB Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf $610.29万1.40%114,780 1,5701.4% $8.35万 加仓
DFAI Dimensional Etf Trust International Core Equity Market $597.87万1.37%144,938 12,8159.7% $52.86万 加仓
DFGP Dimensional Etf Trust Global Core Plus Fixed Income $532.51万1.22%97,780 9,93511.3% $54.11万 加仓
VTV Vanguard Index Funds Value Etf $504.90万1.16%23,168 3361.5% $7.32万 加仓
DFIV Dimensional Etf Trust International Value $500.57万1.15%92,663 9,29311.1% $50.20万 加仓
AMZN Amazon.com Inc. Ordinary Shares $490.77万1.12%20,591 2471.2% $5.89万 加仓
— Dimensional Etf Trust US High Profitability $489.38万1.12%117,273 13,98613.5% $58.36万 加仓
EBND Spdr Series Trust State Street Bloomberg Emerging Markets Local Bond Etf $462.44万1.06%221,052 5,5062.6% $11.52万 加仓
DFAE Dimensional Etf Trust Emerging Core Equity Market $447.02万1.02%111,172 7,6817.4% $30.89万 加仓
— Dimensional Etf Trust U.S. Core Equity 2 $412.93万0.95%93,086 3,7844.2% $16.79万 加仓
CAT Caterpiller, Inc DEL $409.24万0.94%3,843 -37-1.0% -$3.94万 减仓
VO Vanguard Index Funds Mid-Cap Etf $405.66万0.93%50,349 2,1174.4% $17.06万 加仓
TSM Taiwan Semiconductor Manufacturing LTD $387.26万0.89%8,109 1321.7% $6.30万 加仓
VFH Vanguard World Fund Financials Etf $363.56万0.83%27,626 -95-0.3% -$1.25万 减仓
DFLV Dimensional Etf Trust US Large Cap Value $355.39万0.81%89,881 5,7056.8% $22.56万 加仓
VGT Vanguard World Fund Information Technology Etf $337.23万0.77%28,215 1,7996.8% $21.50万 加仓
VB Vanguard Index Funds Small Cap Etf $330.89万0.76%10,916 5104.9% $15.46万 加仓
SPY Spdr S&p 500 Etf Trust $326.11万0.75%4,367 -31-0.7% -$2.31万 减仓
LLY Lilly(eli) & Co Ordinary Shares $323.37万0.74%2,696 -188-6.5% -$22.55万 减仓
DFIP Dimensional Etf Trust Inflation-Protected Securities $320.60万0.73%77,711 17,14428.3% $70.73万 加仓
DIHP Dimensional Etf Trust International High Profitability $311.19万0.71%91,191 20,89029.7% $71.29万 加仓
JNJ Johnson & Johnson $285.31万0.65%11,234 -140-1.2% -$3.56万 减仓
JPM JPMorgan Chase & Co. $283.34万0.65%8,656 -49-0.6% -$1.60万 减仓
AMAT Applied Materials Inc. Ordinary Shares $268.96万0.62%3,720 -47-1.2% -$3.40万 减仓
RTX Rtx Corp Ordinary Shares $234.41万0.54%12,355 -15-0.1% -$2,846 减仓
AMD Advanced Micro Devices Inc. Ordinary Shares $232.13万0.53%3,996 -1,681-29.6% -$97.65万 减仓
ABBV Abbvie Inc Ordinary Shares $231.03万0.53%9,181 -18-0.2% -$4,530 减仓
VWO Vanguard International Equity Index Funds Ftse Emerging Markets Etf $226.10万0.52%37,879 -705-1.8% -$4.21万 减仓
IAGG Ishares Trust International Aggregate Bond Fund $210.60万0.48%41,620 -420-1.0% -$2.13万 减仓
COST Costco Wholesale Corp Ordinary Shares $206.93万0.47%2,212 -20-0.9% -$1.87万 减仓
VHT Vanguard World Fund Health Care Etf $203.92万0.47%6,820 -15-0.2% -$4,485 减仓
VBR Vanguard Index Funds Small Cap Value Etf $197.62万0.45%8,133 -50-0.6% -$1.21万 减仓
TSLA Tesla Inc Ordinary Shares $188.64万0.43%4,485 00.0% — 不变
VOO Vanguard Index Funds S&p 500 Etf $188.12万0.43%2,739 843.2% $5.77万 加仓
VEA Vanguard Tax Managed Funds Ftse Developed Markets Etf $184.61万0.42%25,910 2,1989.3% $15.66万 加仓
QQQM Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf $181.18万0.42%5,980 82215.9% $24.90万 加仓
MRK Merck & Co Inc Ordinary Shares $179.39万0.41%13,960 -92-0.7% -$1.18万 减仓
MRVL Marvell Technology Inc Ordinary Shares $178.97万0.41%6,008 00.0% — 不变
DE Deere & Co. $172.16万0.39%2,714 -12-0.4% -$7,612 减仓
HD Home Depot, Inc. $170.98万0.39%4,848 -70-1.4% -$2.47万 减仓
VMBS Vanguard Scottsdale Funds Mortgage-Backed Securities Etf $170.73万0.39%36,472 -350-1.0% -$1.64万 减仓
VEU Vanguard International Equity Index Funds Ftse All-World ex-US Etf $166.60万0.38%19,892 00.0% — 不变
IBB Ishares Trust Biotechnology Etf $163.60万0.37%8,602 -145-1.7% -$2.76万 减仓
META Meta Platforms Inc Ordinary Shares - Class A $161.89万0.37%2,874 26210.0% $14.76万 加仓
TIP Ishares Trust Tips Bond Etf $153.75万0.35%14,050 -80-0.6% -$8,754 减仓
FITB Fifth Third Bancorp Ordinary Shares $150.67万0.35%26,728 -172-0.6% -$9,696 减仓
WMT Walmart Inc $146.63万0.34%12,946 -108-0.8% -$1.22万 减仓
CASY Caseys General Stores Inc $137.10万0.31%1,725 -5-0.3% -$3,974 减仓
VPU Vanguard World Fund Utilities Etf $135.88万0.31%6,942 1712.5% $3.35万 加仓
LNT Alliant Energy Corp. Ordinary Shares $134.61万0.31%17,644 -55,385-75.8% -$422.53万 减仓
VCSH Vanguard Short-term Corporate Bond Idx Fund Etf $129.85万0.30%16,430 2,45017.5% $19.36万 加仓
MGK Vanguard World Fund Mega Cap Growth Etf $129.23万0.30%14,700 1,71513.2% $15.08万 加仓
IBM IBM Common $126.21万0.29%4,488 54013.7% $15.19万 加仓
INTC Intel Corp. $123.96万0.28%8,878 -80-0.9% -$1.12万 减仓
VIS Vanguard World Fund Industrials Etf $123.03万0.28%3,414 -9-0.3% -$3,243 减仓
SPEM Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf $122.50万0.28%23,658 1,1895.3% $6.16万 加仓
KO Coca Cola Co $121.38万0.28%14,936 -10-0.1% -$813 减仓
GS Goldman Sachs Group, Inc. Ordinary Shares $121.06万0.28%1,197 -5-0.4% -$5,057 减仓
MELI Mercadolibre Inc Ordinary Shares $115.25万0.26%679 14026.0% $23.76万 加仓
CRWD Crowdstrike Holdings Inc Ordinary Shares - Class A $114.17万0.26%1,496 -556-27.1% -$42.43万 减仓
LMT Lockheed Martin Corp. $111.98万0.26%2,198 1105.3% $5.60万 加仓
— Exxonmobil Corp. $111.70万0.26%8,170 -52-0.6% -$7,109 减仓
SPIP Spdr Series Trust State Street Portfolio Tips Etf $107.77万0.25%41,965 2000.5% $5,136 加仓
CVX Chevron Common $105.09万0.24%6,340 -63-1.0% -$1.04万 减仓
VZ Verizon Communications $101.27万0.23%23,918 -209-0.9% -$8,849 减仓
IVV Ishares Trust Core S&p 500 Etf $99.00万0.23%1,322 00.0% — 不变
VV Vanguard Index Funds Large Cap Etf $93.82万0.21%2,728 -25-0.9% -$8,598 减仓
EMB Ishares Trust J.P. Morgan USD Emerging Markets Bond Etf $92.78万0.21%9,620 4004.3% $3.86万 加仓
NEE Nextera Energy Inc Ordinary Shares $91.86万0.21%10,466 -40-0.4% -$3,511 减仓
ADP Automatic Data Processing $91.39万0.21%4,081 00.0% — 不变
PG Procter & Gamble Co. Ordinary Shares $89.51万0.21%6,104 170.3% $2,493 加仓
CB Chubb Limited Ordinary Shares $89.38万0.20%2,623 -12-0.5% -$4,089 减仓
AMGN Amgen, Inc. $88.39万0.20%2,441 652.7% $2.35万 加仓
VAW Vanguard Materials Viper $87.72万0.20%3,834 00.0% — 不变
DFAU Dimensional Etf Trust US Core Equity Market $86.12万0.20%16,660 1,83012.3% $9.46万 加仓
PFG Principal Financial Group $85.56万0.20%7,938 00.0% — 不变
SO Southern Co. $84.11万0.19%8,788 5456.6% $5.22万 加仓
USB US Bancorp DEL $82.71万0.19%13,693 00.0% — 不变
VIGI Vanguard Whitehall Funds International Dividend Appreciation Etf $82.59万0.19%8,845 7709.5% $7.19万 加仓
AVGO Broadcom Inc Ordinary Shares $81.52万0.19%2,158 24012.5% $9.07万 加仓
NTAP Netapp Inc Ordinary Shares $80.71万0.18%5,215 1503.0% $2.32万 加仓