Citizens Business Bank
ONTARIO CA · SEC CIK 0001948632
$6.10亿2026Q1 申报市值
135持仓数
42.3%前十大占比 · 第一大 10.4%
5 / 5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
XPOF 新建仓+$1,204.00万
NFLX 加仓+$491.45万
SHW 新建仓+$425.31万
ALLE 新建仓+$99.73万
WSO 新建仓+$45.07万
2026Q1 卖出最多 按季末市值估算
GS 减仓-$292.04万
JPM 减仓-$228.89万
GLW 减仓-$69.14万
VEA 减仓-$63.29万
NVDA 减仓-$53.00万
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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $482.30万 | 0.79% | 19,879 | -336 | -1.7% | -$8.15万 | 减仓 |
| HD | HOME DEPOT INC | $499.95万 | 0.82% | 15,201 | -599 | -3.8% | -$19.70万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $507.27万 | 0.83% | 21,970 | -125 | -0.6% | -$2.89万 | 减仓 |
| NFLX | NETFLIX INC. | $530.49万 | 0.87% | 55,173 | 51,113 | 1,258.9% | $491.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $551.15万 | 0.90% | 11,213 | -265 | -2.3% | -$13.03万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $555.24万 | 0.91% | 33,829 | -1,097 | -3.1% | -$18.01万 | 减仓 |
| D | DOMINION ENERGY INC | $564.72万 | 0.93% | 91,349 | -1,635 | -1.8% | -$10.11万 | 减仓 |
| MRK | MERCK & CO INC | $580.29万 | 0.95% | 48,241 | -836 | -1.7% | -$10.06万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $580.87万 | 0.95% | 118,812 | -5,708 | -4.6% | -$27.91万 | 重新持有 |
| — | EXXON MOBIL CORP | $592.83万 | 0.97% | 25,951 | -34 | -0.1% | -$7,767 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $593.90万 | 0.97% | 29,043 | -249 | -0.9% | -$5.09万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $606.74万 | 0.99% | 84,352 | -1,107 | -1.3% | -$7.96万 | 减仓 |
| IJR | ISHARES TR | $643.35万 | 1.05% | 51,754 | -3,660 | -6.6% | -$45.50万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $657.11万 | 1.08% | 69,920 | -1,171 | -1.6% | -$11.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $660.95万 | 1.08% | 22,660 | -259 | -1.1% | -$7.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $683.31万 | 1.12% | 8,077 | -3,452 | -29.9% | -$292.04万 | 减仓 |
| ABBV | ABBVIE INC | $690.94万 | 1.13% | 31,769 | -643 | -2.0% | -$13.98万 | 减仓 |
| BAC | BANK AMERICA CORP | $702.72万 | 1.15% | 144,146 | -1,209 | -0.8% | -$5.89万 | 减仓 |
| WMT | WALMART INC | $718.69万 | 1.18% | 57,828 | -1,502 | -2.5% | -$18.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $733.02万 | 1.20% | 24,919 | -7,781 | -23.8% | -$228.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $758.72万 | 1.24% | 35,423 | 174 | 0.5% | $3.73万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $787.01万 | 1.29% | 39,790 | -1,642 | -4.0% | -$32.48万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $845.06万 | 1.38% | 14,142 | -805 | -5.4% | -$48.10万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $916.20万 | 1.50% | 14,088 | -695 | -4.7% | -$45.20万 | 减仓 |
| EFA | ISHARES TR | $985.29万 | 1.61% | 101,440 | -3,004 | -2.9% | -$29.18万 | 减仓 |
| GOOGL | ALPHABET INC | $989.55万 | 1.62% | 34,412 | -618 | -1.8% | -$17.77万 | 减仓 |
| IWM | ISHARES TR | $1,000.13万 | 1.64% | 40,328 | -113 | -0.3% | -$2.80万 | 减仓 |
| EMXC | ISHARES INC | $1,021.23万 | 1.67% | 129,828 | -2,144 | -1.6% | -$16.86万 | 减仓 |
| AMZN | AMAZON COM INC | $1,052.18万 | 1.72% | 50,520 | -986 | -1.9% | -$20.54万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,058.74万 | 1.73% | 37,311 | -854 | -2.2% | -$24.23万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,152.05万 | 1.89% | 214,255 | 5,202 | 2.5% | $27.97万 | 加仓 |
| XPOF | XPONENTIAL FITNESS INC | $1,204.00万 | 1.97% | 2,000,000 | 2,000,000 | — | $1,204.00万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,236.74万 | 2.03% | 33,410 | -774 | -2.3% | -$28.65万 | 减仓 |
| CVBF | CVB FINL CORP | $1,329.62万 | 2.18% | 342,861 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,396.86万 | 2.29% | 95,492 | -1,468 | -1.5% | -$21.47万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,538.68万 | 2.52% | 28,026 | -281 | -1.0% | -$15.43万 | 减仓 |
| AAPL | APPLE INC | $1,888.98万 | 3.10% | 74,431 | -1,476 | -1.9% | -$37.46万 | 减仓 |
| AVGO | BROADCOM INC | $1,949.79万 | 3.19% | 62,996 | -1,669 | -2.6% | -$51.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,115.08万 | 5.10% | 178,617 | -3,039 | -1.7% | -$53.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,833.31万 | 9.56% | 910,316 | -9,876 | -1.1% | -$63.29万 | 减仓 |
| IWR | ISHARES TR | $6,324.92万 | 10.36% | 650,511 | -4,127 | -0.6% | -$40.13万 | 减仓 |