City State Bank
NORWALK IA · SEC CIK 0001910666
$3.85亿2026Q1 申报市值
784持仓数
29.4%前十大占比 · 第一大 4.0%
34 / 17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
DFSD 加仓+$322.73万
DFCF 加仓+$211.19万
BSV 加仓+$126.26万
DFAI 加仓+$100.24万
Dimensional Etf 加仓+$93.55万
2026Q1 卖出最多 按季末市值估算
FBTC 清仓-$59.08万
BLV 减仓-$57.88万
MU 减仓-$46.22万
WINA 清仓-$30.37万
AAPL 减仓-$22.23万
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 |
|---|---|---|---|---|---|---|---|---|
| DFCF | Dimensional Etf Trust Core Fixed Income | $1,554.06万 | 4.03% | 368,087 | 50,021 | 15.7% | $211.19万 | 加仓 |
| AAPL | Apple Inc Ordinary Shares | $1,487.46万 | 3.86% | 58,610 | -876 | -1.5% | -$22.23万 | 减仓 |
| BIV | Vanguard Bond Index Funds Intermediate-Term Etf | $1,429.46万 | 3.71% | 185,211 | 11,154 | 6.4% | $86.09万 | 加仓 |
| DFSD | Dimensional Etf Trust Short-Duration Fixed Income | $1,259.68万 | 3.27% | 263,092 | 67,403 | 34.4% | $322.73万 | 加仓 |
| BSV | Vanguard Bond Index Funds Short-Term Etf | $1,150.79万 | 2.99% | 146,766 | 16,102 | 12.3% | $126.26万 | 加仓 |
| VIG | Vanguard Specialized Funds Dividend Appreciation Ftf | $991.17万 | 2.57% | 46,088 | 3,000 | 7.0% | $64.52万 | 加仓 |
| VYM | Vanguard High Dividend Yield Etf | $971.14万 | 2.52% | 65,573 | 3,828 | 6.2% | $56.69万 | 加仓 |
| VWOB | Vanguard Whitehall Funds Emerging Markets Government Bond Etf | $836.26万 | 2.17% | 127,304 | 13,549 | 11.9% | $89.00万 | 加仓 |
| — | Dimensional Etf Trust U.S. Targeted Value | $835.74万 | 2.17% | 133,825 | 12,206 | 10.0% | $76.23万 | 加仓 |
| BND | Vanguard Total Bond Market Etf | $812.05万 | 2.11% | 110,273 | 8,943 | 8.8% | $65.86万 | 加仓 |
| AGG | Ishares Trust Core U.S. Aggregate Bond Etf | $737.40万 | 1.91% | 74,282 | 4,440 | 6.4% | $44.08万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Ordinary Shares - Class B | $649.46万 | 1.69% | 13,553 | 229 | 1.7% | $10.97万 | 加仓 |
| BNDX | Vanguard Charlotte Funds Total International Bond Etf | $633.37万 | 1.64% | 131,814 | 5,027 | 4.0% | $24.15万 | 加仓 |
| STIP | Ishares Trust 0-5 Year Tips Bond Etf | $632.37万 | 1.64% | 61,140 | 1,809 | 3.0% | $18.71万 | 加仓 |
| MSFT | Microsoft | $611.97万 | 1.59% | 16,532 | 1,085 | 7.0% | $40.16万 | 加仓 |
| NVDA | Nvidia Corp Ordinary Shares | $611.38万 | 1.59% | 35,056 | 396 | 1.1% | $6.91万 | 加仓 |
| IGIB | Ishares Trust 5-10 Year Investment Grade Corporate Bond Etf | $602.50万 | 1.56% | 113,210 | 12,225 | 12.1% | $65.06万 | 加仓 |
| GOOG | Alphabet Inc Ordinary Shares - Class C | $578.60万 | 1.50% | 20,170 | 124 | 0.6% | $3.56万 | 加仓 |
| VUG | Vanguard Index Funds Growth Etf | $550.75万 | 1.43% | 12,609 | 1,133 | 9.9% | $49.49万 | 加仓 |
| LNT | Alliant Energy Corp. Ordinary Shares | $524.06万 | 1.36% | 73,029 | 453 | 0.6% | $3.25万 | 加仓 |
| DFAI | Dimensional Etf Trust International Core Equity Market | $514.75万 | 1.34% | 132,123 | 25,729 | 24.2% | $100.24万 | 加仓 |
| DFGP | Dimensional Etf Trust Global Core Plus Fixed Income | $474.28万 | 1.23% | 87,845 | 17,078 | 24.1% | $92.20万 | 加仓 |
| MU | Micron Technology Inc. Ordinary Shares | $467.20万 | 1.21% | 13,829 | -1,368 | -9.0% | -$46.22万 | 减仓 |
| VTV | Vanguard Index Funds Value Etf | $447.96万 | 1.16% | 22,832 | 162 | 0.7% | $3.18万 | 加仓 |
| EBND | Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | $444.89万 | 1.15% | 215,546 | 14,905 | 7.4% | $30.76万 | 加仓 |
| DFIV | Dimensional Etf Trust International Value | $440.03万 | 1.14% | 83,370 | 6,631 | 8.6% | $35.00万 | 加仓 |
| AMZN | Amazon.com Inc. Ordinary Shares | $423.70万 | 1.10% | 20,344 | 595 | 3.0% | $12.39万 | 加仓 |
| — | Dimensional Etf Trust US High Profitability | $379.68万 | 0.99% | 103,287 | 25,448 | 32.7% | $93.55万 | 加仓 |
| DFAE | Dimensional Etf Trust Emerging Core Equity Market | $350.42万 | 0.91% | 103,491 | 7,447 | 7.8% | $25.22万 | 加仓 |
| — | Dimensional Etf Trust U.S. Core Equity 2 | $347.03万 | 0.90% | 89,302 | 8,271 | 10.2% | $32.14万 | 加仓 |
| VO | Vanguard Index Funds Mid-Cap Etf | $346.28万 | 0.90% | 12,058 | 533 | 4.6% | $15.31万 | 加仓 |
| VFH | Vanguard World Fund Financials Etf | $334.90万 | 0.87% | 27,721 | 736 | 2.7% | $8.89万 | 加仓 |
| DFLV | Dimensional Etf Trust US Large Cap Value | $300.59万 | 0.78% | 84,176 | 14,670 | 21.1% | $52.39万 | 加仓 |
| SPY | Spdr S&p 500 Etf Trust | $286.02万 | 0.74% | 4,398 | 37 | 0.8% | $2.41万 | 加仓 |
| JNJ | Johnson & Johnson | $278.03万 | 0.72% | 11,374 | 67 | 0.6% | $1.64万 | 加仓 |
| CAT | Caterpiller, Inc DEL | $274.88万 | 0.71% | 3,880 | -63 | -1.6% | -$4.46万 | 减仓 |
| VB | Vanguard Index Funds Small Cap Etf | $272.55万 | 0.71% | 10,406 | 494 | 5.0% | $12.94万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing LTD | $269.58万 | 0.70% | 7,977 | 565 | 7.6% | $19.09万 | 加仓 |
| LLY | Lilly(eli) & Co Ordinary Shares | $265.26万 | 0.69% | 2,884 | -12 | -0.4% | -$1.10万 | 减仓 |
| JPM | JPMorgan Chase & Co. | $256.07万 | 0.66% | 8,705 | 237 | 2.8% | $6.97万 | 加仓 |
| DFIP | Dimensional Etf Trust Inflation-Protected Securities | $252.69万 | 0.66% | 60,567 | 22,167 | 57.7% | $92.48万 | 加仓 |
| RTX | Rtx Corp Ordinary Shares | $238.62万 | 0.62% | 12,370 | -2 | -0.0% | -$386 | 减仓 |
| VGT | Vanguard World Fund Information Technology Etf | $230.39万 | 0.60% | 3,302 | 215 | 7.0% | $15.00万 | 加仓 |
| DIHP | Dimensional Etf Trust International High Profitability | $226.51万 | 0.59% | 70,301 | 22,045 | 45.7% | $71.03万 | 加仓 |
| COST | Costco Wholesale Corp Ordinary Shares | $222.40万 | 0.58% | 2,232 | -12 | -0.5% | -$1.20万 | 减仓 |
| IAGG | Ishares Trust International Aggregate Bond Fund | $210.37万 | 0.55% | 42,040 | 285 | 0.7% | $1.43万 | 加仓 |
| VWO | Vanguard International Equity Index Funds Ftse Emerging Markets Etf | $208.55万 | 0.54% | 38,584 | 1,423 | 3.8% | $7.69万 | 加仓 |
| ABBV | Abbvie Inc Ordinary Shares | $200.07万 | 0.52% | 9,199 | 279 | 3.1% | $6.07万 | 加仓 |
| VHT | Vanguard World Fund Health Care Etf | $186.14万 | 0.48% | 6,835 | -90 | -1.3% | -$2.45万 | 减仓 |
| VBR | Vanguard Index Funds Small Cap Value Etf | $177.78万 | 0.46% | 8,183 | 0 | 0.0% | — | 不变 |
| VMBS | Vanguard Scottsdale Funds Mortgage-Backed Securities Etf | $172.88万 | 0.45% | 36,822 | -135 | -0.4% | -$6,338 | 减仓 |
| MRK | Merck & Co Inc Ordinary Shares | $169.03万 | 0.44% | 14,052 | -47 | -0.3% | -$5,654 | 减仓 |
| TSLA | Tesla Inc Ordinary Shares | $166.73万 | 0.43% | 4,485 | 16 | 0.4% | $5,948 | 加仓 |
| WMT | Walmart Inc | $162.24万 | 0.42% | 13,054 | -54 | -0.4% | -$6,711 | 减仓 |
| HD | Home Depot, Inc. | $161.75万 | 0.42% | 4,918 | 254 | 5.4% | $8.35万 | 加仓 |
| VOO | Vanguard Index Funds S&p 500 Etf | $158.65万 | 0.41% | 2,655 | -2 | -0.1% | -$1,195 | 减仓 |
| TIP | IShares US Treasury Inflation Protected | $155.94万 | 0.40% | 14,130 | -250 | -1.7% | -$2.76万 | 减仓 |
| DE | Deere & Co. | $153.56万 | 0.40% | 2,726 | -23 | -0.8% | -$1.30万 | 减仓 |
| VEA | Vanguard Tax Managed Funds Ftse Developed Markets Etf | $151.95万 | 0.39% | 23,712 | 882 | 3.9% | $5.65万 | 加仓 |
| META | Meta Platforms Inc Ordinary Shares - Class A | $149.44万 | 0.39% | 2,612 | 89 | 3.5% | $5.09万 | 加仓 |
| VEU | Vanguard International Equity Index Funds Ftse All-World ex-US Etf | $149.39万 | 0.39% | 19,892 | 350 | 1.8% | $2.63万 | 加仓 |
| IBB | Ishares Trust Biotechnology Etf | $147.69万 | 0.38% | 8,747 | 165 | 1.9% | $2.79万 | 加仓 |
| — | Exxonmobil Corp. | $139.49万 | 0.36% | 8,222 | 2,116 | 34.7% | $35.90万 | 加仓 |
| VPU | Vanguard World Fund Utilities Etf | $134.16万 | 0.35% | 6,771 | 235 | 3.6% | $4.66万 | 加仓 |
| CVX | Chevron Common | $132.48万 | 0.34% | 6,403 | 12 | 0.2% | $2,483 | 加仓 |
| AMAT | Applied Materials Inc. Ordinary Shares | $128.75万 | 0.33% | 3,767 | -190 | -4.8% | -$6.49万 | 减仓 |
| LMT | Lockheed Martin Corp. | $126.20万 | 0.33% | 2,088 | -280 | -11.8% | -$16.92万 | 减仓 |
| CASY | Caseys General Stores Inc | $125.92万 | 0.33% | 1,730 | -136 | -7.3% | -$9.90万 | 减仓 |
| FITB | Fifth Third Bancorp Ordinary Shares | $124.98万 | 0.32% | 26,900 | 378 | 1.4% | $1.76万 | 加仓 |
| QQQM | Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf | $122.56万 | 0.32% | 5,158 | 375 | 7.8% | $8.91万 | 加仓 |
| VZ | Verizon Communications | $121.12万 | 0.31% | 24,127 | -85 | -0.4% | -$4,267 | 减仓 |
| AMD | Advanced Micro Devices Inc. Ordinary Shares | $115.49万 | 0.30% | 5,677 | 45 | 0.8% | $9,154 | 加仓 |
| KO | Coca Cola Co | $113.66万 | 0.30% | 14,946 | -19 | -0.1% | -$1,445 | 减仓 |
| VCSH | Vanguard Short-term Corporate Bond Idx Fund Etf | $110.82万 | 0.29% | 13,980 | 2,660 | 23.5% | $21.09万 | 加仓 |
| SPIP | Spdr Series Trust State Street Portfolio Tips Etf | $108.63万 | 0.28% | 41,765 | 0 | 0.0% | — | 不变 |
| VIS | Vanguard World Fund Industrials Etf | $106.87万 | 0.28% | 3,423 | -24 | -0.7% | -$7,493 | 减仓 |
| SPEM | Spdr Index Shares Funds State Street Portfolio Emerging Markets Etf | $105.40万 | 0.27% | 22,469 | -30 | -0.1% | -$1,407 | 减仓 |
| GS | Goldman Sachs Group, Inc. Ordinary Shares | $101.69万 | 0.26% | 1,202 | 57 | 5.0% | $4.82万 | 加仓 |
| NEE | Nextera Energy Inc Ordinary Shares | $97.58万 | 0.25% | 10,506 | 135 | 1.3% | $1.25万 | 加仓 |
| IBM | IBM Common | $95.70万 | 0.25% | 3,948 | 49 | 1.3% | $1.19万 | 加仓 |
| MGK | Vanguard World Fund Mega Cap Growth Etf | $95.42万 | 0.25% | 2,597 | 300 | 13.1% | $11.02万 | 加仓 |
| MELI | Mercadolibre Inc Ordinary Shares | $93.19万 | 0.24% | 539 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc Ordinary Shares | $92.08万 | 0.24% | 4,074 | 790 | 24.1% | $17.86万 | 加仓 |
| PG | Procter & Gamble Co. Ordinary Shares | $87.92万 | 0.23% | 6,087 | 523 | 9.4% | $7.55万 | 加仓 |
| EMB | Ishares Trust J.P. Morgan USD Emerging Markets Bond Etf | $86.60万 | 0.22% | 9,220 | -50 | -0.5% | -$4,697 | 减仓 |
| VAW | Vanguard Materials Viper | $86.40万 | 0.22% | 3,834 | -70 | -1.8% | -$1.58万 | 减仓 |
| IVV | Ishares Trust Core S&p 500 Etf | $86.35万 | 0.22% | 1,322 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $86.28万 | 0.22% | 30,727 | 844 | 2.8% | $2.37万 | 加仓 |
| CB | Chubb Limited Ordinary Shares | $85.88万 | 0.22% | 2,635 | 2 | 0.1% | $652 | 加仓 |
| AMGN | Amgen, Inc. | $83.60万 | 0.22% | 2,376 | 171 | 7.8% | $6.02万 | 加仓 |
| ADP | Automatic Data Processing | $82.92万 | 0.22% | 4,081 | -48 | -1.2% | -$9,753 | 减仓 |
| VV | Vanguard Index Funds Large Cap Etf | $82.27万 | 0.21% | 2,753 | 10 | 0.4% | $2,988 | 加仓 |
| CRWD | Crowdstrike Holdings Inc Ordinary Shares - Class A | $80.11万 | 0.21% | 2,052 | 350 | 20.6% | $13.66万 | 加仓 |
| SO | Southern Co. | $79.56万 | 0.21% | 8,243 | 1,243 | 17.8% | $12.00万 | 加仓 |
| MO | Altria Group Inc. | $74.85万 | 0.19% | 11,343 | 300 | 2.7% | $1.98万 | 加仓 |
| AEP | Am Electric Common | $74.13万 | 0.19% | 5,655 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial Group | $71.53万 | 0.19% | 7,938 | 0 | 0.0% | — | 不变 |
| VIGI | Vanguard Whitehall Funds International Dividend Appreciation Etf | $71.43万 | 0.19% | 8,075 | 2,070 | 34.5% | $18.31万 | 加仓 |
| USB | US Bancorp DEL | $71.22万 | 0.18% | 13,693 | 3,000 | 28.1% | $15.60万 | 加仓 |
| UNP | Union Pacific Corp. Ordinary Shares | $70.60万 | 0.18% | 2,910 | 0 | 0.0% | — | 不变 |