13F 机构持仓

Citizens Business Bank

ONTARIO CA · SEC CIK 0001948632

2026Q22026Q1 更早 9 个季度 🔒
$6.64亿2026Q2 申报市值
139持仓数
43.0%前十大占比 · 第一大 10.5%
11 / 8新建仓 / 清仓
申报市值走势$6.64亿2026Q2
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

IWR 10.5%
VEA 9.4%
NVDA 5.3%
AVGO 3.5%
AAPL 3.2%
PWR 3.0%
CVBF 2.3%
DELL 2.0%
EMXC 1.9%
MSFT 1.9%

2026Q2 买入最多 按季末市值估算

ASTS 新建仓+$628.22万
TOST 新建仓+$460.21万
AMAT 新建仓+$117.34万
PEP 重新持有+$79.63万
POOL 新建仓+$77.02万

2026Q2 卖出最多 按季末市值估算

XPOF 清仓-$1,204.00万
REGN 清仓-$470.54万
LNG 减仓-$373.12万
MCD 减仓-$277.93万
VEA 减仓-$230.94万

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
IWR ISHARES TR $6,998.73万10.54%634,403 -16,108-2.5% -$177.70万 减仓
VEA VANGUARD TAX-MANAGED FDS $6,255.07万9.42%877,904 -32,412-3.6% -$230.94万 减仓
NVDA NVIDIA CORPORATION $3,500.71万5.27%174,957 -3,660-2.0% -$73.23万 减仓
AVGO BROADCOM INC $2,332.99万3.51%61,760 -1,236-2.0% -$46.69万 减仓
AAPL APPLE INC $2,143.14万3.23%74,065 -366-0.5% -$10.59万 减仓
PWR QUANTA SVCS INC $1,990.34万3.00%27,642 -384-1.4% -$27.65万 减仓
CVBF CVB FINL CORP $1,546.30万2.33%342,861 00.0% — 不变
DELL DELL TECHNOLOGIES INC $1,299.64万1.96%30,122 -3,707-11.0% -$159.94万 减仓
EMXC ISHARES INC $1,247.35万1.88%121,930 -7,898-6.1% -$80.80万 减仓
MSFT MICROSOFT CORP $1,244.81万1.87%33,371 -39-0.1% -$1.45万 减仓
MRVL MARVELL TECHNOLOGY INC $1,217.89万1.83%40,884 1880.5% $5.60万 加仓
GOOGL ALPHABET INC $1,203.80万1.81%33,685 -727-2.1% -$25.98万 减仓
IWM ISHARES TR $1,174.55万1.77%39,093 -1,235-3.1% -$37.11万 减仓
AMZN AMAZON COM INC $1,174.06万1.77%49,260 -1,260-2.5% -$30.03万 减仓
JBND J P MORGAN EXCHANGE TRADED F $1,105.68万1.66%206,667 -7,588-3.5% -$40.60万 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,083.85万1.63%92,899 -2,593-2.7% -$30.25万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,067.88万1.61%14,300 2121.5% $15.83万 加仓
EFA ISHARES TR $1,059.15万1.59%101,959 5190.5% $5.39万 加仓
VOO VANGUARD INDEX FDS $947.94万1.43%13,802 -340-2.4% -$23.35万 减仓
PANW PALO ALTO NETWORKS INC $912.33万1.37%26,753 -344-1.3% -$11.73万 减仓
JPM JPMORGAN CHASE & CO $814.46万1.23%24,882 -37-0.1% -$1.21万 减仓
BAC BANK OF AMER CORP $809.30万1.22%142,032 -2,114-1.5% -$12.05万 减仓
GS GOLDMAN SACHS GROUP INC $797.16万1.20%7,882 -195-2.4% -$19.72万 减仓
ABBV ABBVIE INC $764.76万1.15%30,391 -1,378-4.3% -$34.68万 减仓
IJR ISHARES TR $744.74万1.12%50,215 -1,539-3.0% -$22.82万 减仓
TRV TRAVELERS COMPANIES INC $735.31万1.11%22,274 -386-1.7% -$12.74万 减仓
FANG DIAMONDBACK ENERGY INC $706.92万1.06%40,216 4261.1% $7.49万 加仓
ASTS AST SPACEMOBILE INC $628.22万0.95%70,698 70,698— $628.22万 新建仓
SCHW SCHWAB CHARLES CORP $620.76万0.93%67,276 -2,644-3.8% -$24.40万 减仓
MRK MERCK & CO INC $608.42万0.92%47,347 -894-1.9% -$11.49万 减仓
D DOMINION ENERGY INC $607.63万0.91%88,978 -2,371-2.6% -$16.19万 减仓
BROS DUTCH BROS INC $603.58万0.91%84,052 -2,293-2.7% -$16.47万 减仓
WMT WALMART INC $594.38万0.90%52,479 -5,349-9.2% -$60.58万 减仓
CVX CHEVRON CORPORATION $593.75万0.89%34,572 -851-2.4% -$14.62万 减仓
FCAL FIRST TR EXCH TRADED FD III $588.32万0.89%118,489 -323-0.3% -$1.60万 减仓
UBER UBER TECHNOLOGIES INC $586.62万0.88%81,295 -3,057-3.6% -$22.06万 减仓
HD HOME DEPOT INC $580.76万0.87%16,467 1,2668.3% $44.65万 加仓
SNOW SNOWFLAKE INC $578.54万0.87%22,732 -918-3.9% -$23.36万 减仓
BWXT BWX TECHNOLOGIES INC $551.89万0.83%28,353 -690-2.4% -$13.43万 减仓
USB US BANCORP $550.88万0.83%91,206 -1,011-1.1% -$6.11万 减仓
EXPE EXPEDIA GROUP INC $545.74万0.82%21,328 -642-2.9% -$16.43万 减仓
TMO THERMO FISHER SCIENTIFIC INC $544.08万0.82%10,852 -361-3.2% -$18.10万 减仓
UNP UNION PAC CORP $537.44万0.81%19,759 -120-0.6% -$3.26万 减仓
LNG CHENIERE ENERGY INC $518.65万0.78%21,700 -15,611-41.8% -$373.12万 减仓
SHW SHERWIN WILLIAMS CO $476.02万0.72%13,825 5574.2% $19.18万 加仓
— EXXON MOBIL CORP $469.66万0.71%25,361 -590-2.3% -$10.93万 减仓
CL COLGATE PALMOLIVE CO $468.87万0.71%51,142 -3,947-7.2% -$36.19万 减仓
TOST TOAST INC $460.21万0.69%165,425 165,425— $460.21万 新建仓
GOOG ALPHABET INC $460.11万0.69%13,022 360.3% $1.27万 加仓
MA MASTERCARD INCORPORATED $456.90万0.69%8,896 -417-4.5% -$21.42万 减仓
NFLX NETFLIX INC. $381.58万0.57%53,443 -1,730-3.1% -$12.35万 减仓
PGR PROGRESSIVE CORP $373.13万0.56%17,081 -924-5.1% -$20.18万 减仓
VEEV VEEVA SYS INC $363.00万0.55%20,454 -1,287-5.9% -$22.84万 减仓
DHR DANAHER CORP DEL $351.59万0.53%18,458 -820-4.3% -$15.62万 减仓
DIS DISNEY WALT CO $335.79万0.51%34,887 -2,813-7.5% -$27.08万 减仓
ULTA ULTA BEAUTY INC $320.11万0.48%7,098 -278-3.8% -$12.54万 减仓
ORCL ORACLE CORP $312.17万0.47%21,301 2000.9% $2.93万 加仓
VLTO VERALTO CORP $294.36万0.44%33,194 -1,444-4.2% -$12.81万 减仓
IR INGERSOLL RAND INC $293.29万0.44%35,771 -1,803-4.8% -$14.78万 减仓
VZ VERIZON COMMUNICATIONS INC $275.60万0.42%65,092 -2,428-3.6% -$10.28万 减仓
EW EDWARDS LIFESCIENCES CORP $270.16万0.41%29,865 -1,104-3.6% -$9.99万 减仓
CSCO CISCO SYS INC $220.78万0.33%18,796 1050.6% $1.23万 加仓
IJH ISHARES TR $219.15万0.33%28,421 1,0493.8% $8.09万 加仓
CATY CATHAY GEN BANCORP $180.02万0.27%14,520 00.0% — 不变
CAT CATERPILLAR INC $176.13万0.27%1,654 60.4% $6,389 加仓
GLW CORNING INC $162.76万0.25%6,372 370.6% $9,451 加仓
JNJ JOHNSON & JOHNSON $143.32万0.22%5,643 -592-9.5% -$15.04万 减仓
AMGN AMGEN INC $139.71万0.21%3,858 120.3% $4,345 加仓
IVV ISHARES TR $133.00万0.20%1,776 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $123.09万0.19%4,377 1,46550.3% $41.20万 加仓
ETR ENTERGY CORP NEW $121.69万0.18%10,595 500.5% $5,743 加仓
V VISA INC $119.05万0.18%3,470 00.0% — 不变
AMAT APPLIED MATLS INC $117.34万0.18%1,623 1,623— $117.34万 新建仓
NEM NEWMONT CORP $101.46万0.15%10,863 760.7% $7,098 加仓
NE NOBLE CORP PLC $101.07万0.15%27,097 1470.5% $5,483 加仓
PEP PEPSICO INC $100.25万0.15%7,404 5,881386.1% $79.63万 重新持有
GILD GILEAD SCIENCES INC $96.79万0.15%7,661 380.5% $4,801 加仓
ALLE ALLEGION PLC $96.43万0.15%6,864 00.0% — 不变
MEDP MEDPACE HLDGS INC $94.80万0.14%1,790 00.0% — 不变
BKR BAKER HUGHES COMPANY $94.05万0.14%16,946 960.6% $5,328 加仓
WSO WATSCO INC $92.47万0.14%2,219 98079.1% $40.84万 加仓
ETN EATON CORP PLC $89.66万0.14%2,104 90.4% $3,835 加仓
COST COSTCO WHOLESALE CORPORATION $89.52万0.13%957 -113-10.6% -$10.57万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $88.27万0.13%1,255 21420.6% $15.05万 加仓
PG PROCTER & GAMBLE CO $82.50万0.12%5,626 330.6% $4,839 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $82.30万0.12%2,351 00.0% — 不变
POOL POOL CORP $77.02万0.12%3,584 3,584— $77.02万 新建仓
SO SOUTHERN CO $76.59万0.12%8,002 300.4% $2,871 加仓
CVS CVS HEALTH CORP $76.34万0.11%7,379 540.7% $5,586 加仓
MET METLIFE INC $75.14万0.11%8,881 740.8% $6,261 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.11%1 00.0% — 不变
CMI CUMMINS INC $72.25万0.11%1,013 -995-49.6% -$70.96万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $70.46万0.11%1,408 -41-2.8% -$2.05万 减仓
MCD MCDONALDS CORP $69.93万0.11%2,587 -10,282-79.9% -$277.93万 减仓
KMB KIMBERLY-CLARK CORP $65.99万0.10%3,006 00.0% — 不变
SFM SPROUTS FMRS MKT INC $65.55万0.10%7,750 00.0% — 不变
FAST FASTENAL CO $65.37万0.10%13,611 00.0% — 不变
ADI ANALOG DEVICES INC $64.30万0.10%1,619 00.0% — 不变
HEI HEICO CORP NEW $63.15万0.10%1,773 00.0% — 不变
WFC WELLS FARGO & CO $53.57万0.08%6,482 -143-2.2% -$1.18万 减仓