13F 机构持仓

Kennebec Savings Bank

Augusta ME · SEC CIK 0002043536

2026Q22026Q1 更早 9 个季度 🔒
$1.25亿2026Q2 申报市值
284持仓数
34.3%前十大占比 · 第一大 7.3%
40 / 5新建仓 / 清仓
申报市值走势$1.25亿2026Q2
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 7.3%
MSFT 4.3%
GOOGL 4.1%
NVDA 3.4%
JPM 3.1%
AMZN 3.0%
CAT 2.5%
AVGO 2.4%
VEA 2.2%
CSCO 2.1%

2026Q2 买入最多 按季末市值估算

HONA 新建仓+$62.25万
JPM 加仓+$59.97万
AMD 加仓+$48.56万
BRK/B 加仓+$40.68万
META 加仓+$38.13万

2026Q2 卖出最多 按季末市值估算

GLW 减仓-$67.10万
HON 减仓-$61.58万
VNQ 减仓-$53.49万
PYPL 减仓-$36.52万
DOW 减仓-$36.04万

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
APH Amphenol $00.00%0 -779-100.0% -$9.84万 清仓
SCHR Schwab Intermediate Term US Treasury ETF $00.00%0 -223-100.0% -$5,555 清仓
— SPDR S&P Kensho Clean Power ETF $00.00%0 -34-100.0% -$3,071 清仓
NSC Norfolk Southern Corp $00.00%0 -7-100.0% -$2,009 清仓
SOBO South Bow Corp. ADR $00.00%0 -20-100.0% -$666 清仓
SPTL State Street SPDR Portfolio Long Term Treasury ETF $790.00%3 00.0% — 不变
BTX Blackrock, Inc. (US) Blackrock Technology And Private Equity Term Trust $1170.00%13 13— $117 新建仓
UHAL U-Haul Holding Company $1960.00%3 00.0% — 不变
KHC The Kraft Heinz Co. $2360.00%10 00.0% — 不变
RIVN Rivian Automotive Inc Cl A $8680.00%50 00.0% — 不变
SBRA Sabra Healthcare REIT $1,5610.00%80 00.0% — 不变
MKC McCormick & Co Inc $1,6130.00%32 -565-94.6% -$2.85万 减仓
OKLO Oklo Inc. Ordinary Shares - Class A $1,8320.00%35 00.0% — 不变
RGTI Rigetti Computing Inc $1,8740.00%97 00.0% — 不变
XYL Xylem Inc $1,8910.00%16 00.0% — 不变
BKSY Blacksky Technology Inc Ordinary Shares - Class A $2,1500.00%77 77— $2,150 新建仓
GE GE Aerospace $2,2420.00%6 00.0% — 不变
URNM Sprott Uranium Miners ETF $2,2610.00%43 43— $2,261 新建仓
JSTC Tidal Trust I Global ETF $2,3800.00%104 00.0% — 不变
TT Trane Technologies Plc ADR $2,4560.00%5 00.0% — 不变
NOW Servicenow Inc $2,4820.00%25 00.0% — 不变
DIA Spdr Dow Jones Industrial Average ETF Trust $2,6120.00%5 5— $2,612 新建仓
MAT Mattel Inc $2,7340.00%197 00.0% — 不变
F Ford Motor Co $2,7800.00%200 -45-18.4% -$626 减仓
ASTS AST Spacemobile Inc $2,8440.00%32 00.0% — 不变
VOE Vanguard Mid-Cap Value ETF $2,9640.00%15 00.0% — 不变
PBW Invesco WilderHill Clean Energy ETF $3,0040.00%77 00.0% — 不变
VFLO VictoryShares Free Cash Flow ETF $3,1570.00%69 69— $3,157 新建仓
NBXG Neuberger Berman Next Generation Connectivity Fund Inc $3,3080.00%200 200— $3,308 新建仓
MELI Mercadolibre Inc. $3,3950.00%2 00.0% — 不变
IONQ IonQ Inc $3,7280.00%70 00.0% — 不变
MP Mp Materials Corporation $3,8090.00%68 00.0% — 不变
LDOS Leidos Holdings Inc $3,9130.00%38 00.0% — 不变
SNPS Synopsys Inc $4,0150.00%9 00.0% — 不变
QBTS D-Wave Quantum Inc $4,1020.00%171 00.0% — 不变
ITRI Itron Inc $4,4130.00%51 00.0% — 不变
NNE Nano Nuclear Energy Inc. $4,7570.00%225 00.0% — 不变
HTGC Hercules Capital Inc $4,9680.00%315 315— $4,968 新建仓
HTD John Hancock Tax-Adv Dividend Inc Fund $5,0980.00%200 00.0% — 不变
AVAV Aerovironment Inc $5,1170.00%31 00.0% — 不变
ICLN iShares Global Clean Energy ETF $5,7170.00%279 -149-34.8% -$3,053 减仓
PII Polaris Industries Inc $6,8440.01%100 00.0% — 不变
VST Vistra Corp $6,9800.01%44 00.0% — 不变
WY Weyerhaeuser Co. $7,0140.01%293 293— $7,014 新建仓
RKLB Rocket Lab Corp. $7,1160.01%70 00.0% — 不变
B Barrick Mining Corp. ADR $7,4190.01%202 -70-25.7% -$2,571 减仓
PANW Palo Alto Networks Inc $8,1840.01%24 00.0% — 不变
MRNA Moderna Inc $8,4740.01%121 00.0% — 不变
KTOS Kratos Defense & Security Solutions Inc $8,7260.01%175 00.0% — 不变
EQH Equitable Holdings Inc $8,7760.01%200 200— $8,776 新建仓
MLPX Global X Funds MLP & Energy Infrastructure ETF $9,2810.01%126 126— $9,281 新建仓
AXP American Express Co $9,8090.01%29 00.0% — 不变
TLN Talen Energy Corp $1.04万0.01%27 00.0% — 不变
ED Consolidated Edison, Inc. $1.04万0.01%94 00.0% — 不变
FISV Fiserv, Inc. $1.08万0.01%220 00.0% — 不变
D Dominion Energy Inc. $1.09万0.01%160 00.0% — 不变
BP BP PLC $1.11万0.01%300 300— $1.11万 新建仓
ETD Ethan Allen Interiors, Inc. $1.12万0.01%500 500— $1.12万 新建仓
WDC Western Digital Corp. $1.21万0.01%19 00.0% — 不变
AZN Astrazeneca PLC ADR $1.22万0.01%65 65— $1.22万 新建仓
GIS General Mills Inc $1.24万0.01%357 00.0% — 不变
IJH IShares Core S&P Midcap ETF $1.31万0.01%170 00.0% — 不变
MRVL Marvell Technology Inc $1.43万0.01%48 00.0% — 不变
CMCSA Comcast Corp CL A $1.43万0.01%584 00.0% — 不变
CI Cigna Group $1.60万0.01%58 00.0% — 不变
IBDR iShares iBonds Dec 2026 Term Corporate ETF $1.61万0.01%665 00.0% — 不变
PABU iShares Paris- Aligned Climate Optimized MSCI USA ETF $1.63万0.01%214 00.0% — 不变
LQD iShares iBoxx Invest Grade Corp. Bd ETF $1.70万0.01%156 00.0% — 不变
NUE Nucor Corp. $1.74万0.01%78 78— $1.74万 新建仓
VRT Vertiv Holdings Co Class A $1.74万0.01%52 00.0% — 不变
USXF iShares ESG Advanced MSCI USA ETF $1.81万0.01%260 00.0% — 不变
DELL Dell Technologies Inc Class C $1.81万0.01%42 00.0% — 不变
FIS Fidelity National Information Services Inc $1.82万0.01%469 00.0% — 不变
RIO Rio Tinto Plc ADR $1.90万0.02%200 200— $1.90万 新建仓
SYK Stryker Corp $1.98万0.02%63 00.0% — 不变
PHO Invesco Water Resources ETF $2.02万0.02%293 -427-59.3% -$2.95万 减仓
BAX Baxter Intl Inc. $2.13万0.02%1,000 00.0% — 不变
VMI Valmont Industries, Inc. $2.14万0.02%37 00.0% — 不变
XEVTX Eaton Vance Tax-Adv Dividend Inc Fund $2.20万0.02%796 600306.1% $1.66万 加仓
AVY Avery Dennison Corp $2.26万0.02%139 00.0% — 不变
COF Capital One Financial Corp $2.27万0.02%113 113— $2.27万 新建仓
PYPL Paypal Holdings Inc $2.35万0.02%544 -8,457-94.0% -$36.52万 减仓
GEV GE Vernova Inc. $2.35万0.02%20 00.0% — 不变
UHAL/B U-Haul Holding Company $2.37万0.02%411 00.0% — 不变
ELS Equity Lifestyle Properties Inc. $2.46万0.02%382 00.0% — 不变
LNC Lincoln Natl Corp $2.47万0.02%700 700— $2.47万 新建仓
BTI British American Tobacco ADR $2.53万0.02%410 00.0% — 不变
LOW Lowes Cos Inc. $2.58万0.02%117 100588.2% $2.20万 加仓
CRL Charles River Laboratories International Inc. $2.59万0.02%114 00.0% — 不变
LW Lamb Weston Holdings Inc $2.59万0.02%600 00.0% — 不变
CVS CVS Health Corporation $2.61万0.02%252 00.0% — 不变
UPS United Parcel Service Inc. $2.64万0.02%246 00.0% — 不变
VNQ Vanguard Real Estate ETF $2.74万0.02%284 -5,547-95.1% -$53.49万 减仓
BAH Booz Allen Hamilton Holdings $2.79万0.02%460 00.0% — 不变
HQH Aberdeen Abrdn Healthcare Investors $2.83万0.02%1,287 1,287— $2.83万 新建仓
FE FirstEnergy Corp. $2.85万0.02%600 600— $2.85万 新建仓
DSI iShares ESG MSCI KLD 400 ETF $2.88万0.02%202 136.9% $1,851 加仓
CPB Campbell Soup Co. $2.90万0.02%1,300 1,300— $2.90万 新建仓
AES AES Corporation $2.93万0.02%2,000 2,000— $2.93万 新建仓
ROK Rockwell Automation Corp $2.97万0.02%60 60— $2.97万 新建仓