BankPlus Trust Department
JACKSON MS · SEC CIK 0002047270
$3.74亿2026Q1 申报市值
466持仓数
41.2%前十大占比 · 第一大 23.5%
28 / 21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
JPM 加仓+$182.97万
CVX 加仓+$161.96万
C 加仓+$161.76万
BLK 加仓+$136.76万
WM 加仓+$126.68万
2026Q1 卖出最多 按季末市值估算
ENB 减仓-$199.37万
ACN 减仓-$158.87万
ABT 减仓-$147.57万
LLY 减仓-$137.51万
PFE 减仓-$130.57万
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 |
|---|---|---|---|---|---|---|---|---|
| NEM | Newmont Mining Corp | $6,820 | 0.00% | 63 | 63 | — | $6,820 | 新建仓 |
| MMM | 3M Company | $6,826 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FFIV | F5 Networks Inc. | $7,233 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CHD | Church & Dwight Co., Inc. | $7,466 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TGT | Target Corp | $7,757 | 0.00% | 64 | -5 | -7.2% | -$606 | 减仓 |
| VST | Vistra Energy Corp | $7,967 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DTM | Dt Midstream Inc | $8,080 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ASTS | Ast Spacemobile Inc | $8,287 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $8,602 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IR | Ingersoll Rand Inc | $8,653 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| AG | First Majestic Silver Corporation | $9,172 | 0.00% | 427 | 427 | — | $9,172 | 新建仓 |
| BSCV | Invesco Bulletshares 2031 Corp Bd | $9,876 | 0.00% | 600 | 600 | — | $9,876 | 新建仓 |
| BSCT | Invesco Exchange Bulletshares 2029 | $9,965 | 0.00% | 534 | 534 | — | $9,965 | 新建仓 |
| COR | Cencora | $1.01万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BSCU | Invesco Corp Bond BulletShares 2030 | $1.01万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| ZBH | Zimmer Biomet Holdings Inc. | $1.01万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| REMX | Vaneck Etf Tr/vaneck Vectors Rare | $1.04万 | 0.00% | 118 | 118 | — | $1.04万 | 新建仓 |
| SPMO | Invesco S&P 500 Momentum ETF | $1.04万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| IGIB | iShares 5-10 Year Investment Grade Corp ETF | $1.05万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify Inc | $1.07万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $1.07万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| BTI | British AMN Tobacco | $1.09万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive | $1.10万 | 0.00% | 129 | -72 | -35.8% | -$6,137 | 减仓 |
| KTOS | Kratos Defense & Security Solutions Inc | $1.14万 | 0.00% | 162 | 162 | — | $1.14万 | 新建仓 |
| USB | US Bancorp Del | $1.18万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| FLEX | Flex Ltd | $1.18万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International Inc - A | $1.19万 | 0.00% | 206 | -922 | -81.7% | -$5.31万 | 减仓 |
| AVAV | Aerovironment Inc | $1.21万 | 0.00% | 66 | 66 | — | $1.21万 | 新建仓 |
| SNAP | Snap Inc | $1.22万 | 0.00% | 2,647 | 0 | 0.0% | — | 不变 |
| CGDV | Capital Group Dividend Value ETF | $1.28万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corp | $1.29万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| MNST | Monster Beverage Corp New | $1.30万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| VOE | Vanguard Mid-Cap Value ETF | $1.31万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| CASY | Casey`s General Stores, Inc. | $1.31万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DOW | Dow Inc | $1.37万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| FCX | Freeport-McMoRan Copper & Gold Inc. | $1.37万 | 0.00% | 233 | 233 | — | $1.37万 | 新建仓 |
| USIG | Ishares Broad USD Inv Grade Corp Bond ETF | $1.40万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Circuit, Inc. | $1.57万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| FSS | Federal Signal Corp | $1.62万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR Portfolio Intmdt Term ETF | $1.63万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| D | Dominion Resources, Inc. | $1.66万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| NUE | Nucor | $1.69万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CWI | SPDR MSCI ACWI ex-US ETF | $1.71万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| DTE | DTE Energy Company | $1.75万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| GOVT | iShares US Treasury Bond ETF | $1.80万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| PPG | PPG Industries, Inc. | $1.81万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| STX | Seagate Technology Holdings Plc | $1.84万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ALB | Albemarle Corporation | $1.87万 | 0.00% | 104 | 104 | — | $1.87万 | 新建仓 |
| HIMX | Himax Technologies Inc | $1.97万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| VPL | Vanguard Pacific ETF | $1.98万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $1.99万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| EXC | Exelon Corp | $2.01万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| ARKQ | Ark Autonomous Technology & Robotics ETF | $2.05万 | 0.01% | 182 | 88 | 93.6% | $9,896 | 加仓 |
| PPLT | Aberdeen Physical Platinum ETF | $2.05万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| — | Nuveen Mun Cr Opportunities Fd | $2.07万 | 0.01% | 1,960 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $2.08万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| JTEK | JP Morgan US Tech Leaders ETF | $2.09万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| SHEL | Shell Plc | $2.10万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| BF/B | Brown-Forman Corp - Cl B | $2.11万 | 0.01% | 798 | 0 | 0.0% | — | 不变 |
| FTV | Fortive Corp | $2.13万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| CIBR | First Trust Nasdaq Cybersecurity ETF | $2.13万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc | $2.19万 | 0.01% | 150 | -1,562 | -91.2% | -$22.85万 | 减仓 |
| PH | Parker Hannifin Corporation | $2.24万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| LAMR | Lamar Advertising Co New | $2.24万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| — | First Trust Bloomberg Artificial Intel ETF | $2.27万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| HACK | Amplify Cybersecurity ETF | $2.28万 | 0.01% | 303 | 0 | 0.0% | — | 不变 |
| FFOG | Franklin Focused Growth ETF | $2.34万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| IJK | Ishares S&P MidCap 400 Growth ETF | $2.34万 | 0.01% | 233 | 0 | 0.0% | — | 不变 |
| IBTH | iShares Bonds Dec 2027 Term | $2.37万 | 0.01% | 1,057 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard MSCI Emerging Mkts ETF | $2.41万 | 0.01% | 446 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $2.48万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CVS | CVS/Caremark Corp | $2.48万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex, Inc. | $2.58万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| CF | CF Industries Holdings Inc. | $2.60万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IVE | iShares S&P 500 Value ETF | $2.62万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| AFL | Aflac Inc. | $2.62万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| WINN | Harbor Long-Term Growers ETF | $2.62万 | 0.01% | 946 | 0 | 0.0% | — | 不变 |
| IWP | iShares Russell Midcap Grwth Index | $2.66万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| IBIT | Ishares Bitcoin ETF | $2.79万 | 0.01% | 727 | 727 | — | $2.79万 | 新建仓 |
| FENI | Fidelity Enhanced International ETF | $2.85万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc. | $2.94万 | 0.01% | 68 | -2,910 | -97.7% | -$125.82万 | 减仓 |
| XLV | Healthcare Select SPDR Fund | $2.98万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| SPGI | S&P Global Inc | $3.02万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corp. | $3.03万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| EFV | Ishares MSCI EAFE Value ETF | $3.04万 | 0.01% | 409 | 0 | 0.0% | — | 不变 |
| F | Ford Motor Company | $3.10万 | 0.01% | 2,684 | 0 | 0.0% | — | 不变 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $3.20万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| — | Dimensional US Core Equity 2 ETF | $3.25万 | 0.01% | 836 | 0 | 0.0% | — | 不变 |
| IJJ | Ishares S&P Mid Cap 400 Value | $3.26万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| CMS | CMS Energy Corporation | $3.34万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| XLF | Select Sector SPDR Financials Tr | $3.37万 | 0.01% | 683 | 0 | 0.0% | — | 不变 |
| LIT | Global X Lithium ETF | $3.38万 | 0.01% | 455 | 145 | 46.8% | $1.08万 | 加仓 |
| SPTS | SPDR Portfolio Short Term Treasury | $3.40万 | 0.01% | 1,165 | 0 | 0.0% | — | 不变 |
| HQL | Tekla Life Sciences Invs | $3.47万 | 0.01% | 2,134 | 0 | 0.0% | — | 不变 |
| — | John Hancock Preferred Income Fd III | $3.57万 | 0.01% | 2,505 | 0 | 0.0% | — | 不变 |
| AYI | Acuity Brands Inc. | $3.70万 | 0.01% | 132 | -28 | -17.5% | -$7,846 | 减仓 |
| FNX | First Tr Mid Cap Core Alphadex | $3.72万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| AIG | American International Group, Inc. | $3.76万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IYM | iShares Dow Jones U.S. Basic Materials Sector | $3.76万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| DECK | Deckers Outdoor Corporation | $3.78万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |