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 |
|---|---|---|---|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc. | $5,493 | 0.00% | 351 | 351 | — | $5,493 | 新建仓 |
| BHF | Brighthouse Finl Inc | $5,449 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SYM | Symbotic Inc/sh Cl A | $5,320 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NET | Cloudflare Inc/sh Cl A | $5,159 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NDAQ | Nasdaq Stock Market Inc. | $5,093 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| XLY | Consumer Discretionary Sector SPDR ETF | $5,013 | 0.00% | 46 | -38 | -45.2% | -$4,141 | 减仓 |
| BMNR | Bitmine Immersion Technologies Inc | $4,945 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| THG | Hanover Insurance Group | $4,854 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CRSP | Crispr Therapeutics | $4,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Petroleum Corp. | $4,680 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Hldg Ltd ADR | $4,517 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CCOI | Cogent Communications Hldgs In | $4,465 | 0.00% | 237 | -125 | -34.5% | -$2,355 | 减仓 |
| IVT | Inventrust Pptys Corp | $4,447 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| KTB | Kontoor Brands Inc | $4,007 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| XLB | MFC Select Sector Spdr Tr SHS Ben Int-Materia | $3,798 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| ARM | Arm Holdings Pl/s Adr | $3,782 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $3,667 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| IGF | iShares Global Infrastructure ETF | $3,551 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SFM | Sprouts Fmrs Mkt Inc | $3,394 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MUX | Mcewen Inc/sh Cl B | $3,226 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| STZ | Constellation Brands, Inc. | $3,150 | 0.00% | 21 | -30 | -58.8% | -$4,500 | 减仓 |
| VFC | VF Corporation | $3,143 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| IPAC | MFC Ishares Tr Core MSCI Pac | $2,907 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AMTM | Amentum Holdings Inc | $2,869 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| LNT | Alliant Energy Corp | $2,727 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| HL | Hecla Mng Co | $2,645 | 0.00% | 142 | 142 | — | $2,645 | 新建仓 |
| BAX | Baxter International, Inc. | $2,537 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| — | Leggett & Platt Inc. | $2,371 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corp | $2,235 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MSTR | Microstrategy Inc. | $2,122 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RCL | Royal Caribbean Cruises Ltd | $1,926 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HIG | Hartford Financial Services Group Inc. | $1,893 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FSM | Fortuna Mining Corp. | $1,807 | 0.00% | 182 | 182 | — | $1,807 | 新建仓 |
| VLTO | Veralto Corp | $1,768 | 0.00% | 20 | -266 | -93.0% | -$2.35万 | 减仓 |
| VRT | Vertiv Holdings/sh Cl A | $1,754 | 0.00% | 7 | -75 | -91.5% | -$1.88万 | 减仓 |
| MAR | Marriott International - Class A | $1,635 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CACI | CACI International Inc. | $1,632 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| APP | Applovin Corp/sh | $1,592 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys Inc | $1,586 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KD | Kyndryl Hldgs Inc | $1,574 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics Inc | $1,518 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SPOT | Spotify Technology S A | $1,455 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CTAS | Cintas Corp | $1,353 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Finl Inc Co | $1,333 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | Dupont De Nemours Inc | $1,328 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services, Inc. | $1,314 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corp | $1,309 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PHM | PulteGroup Inc. | $1,294 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | Occidental Pete Corp | $1,244 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $1,240 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | CONTRA Cyberark Software LTD | $1,125 | 0.00% | 25 | 25 | — | $1,125 | 新建仓 |
| DJT | Trump Media & Technology Group | $1,114 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| TOTL | Ssga Active Etf Tr | $1,112 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CDNS | Cadence Design Systems, Inc. | $1,111 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CYH | Community Health Systems Inc. | $1,000 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| HWM | Howmet Aerospace Inc | $922 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MARA | MARA Holdings Inc | $816 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRCH | Porch Grp Inc/sh | $717 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RIOT | Riot Blockchain Inc | $618 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LCID | Lucid Grp Inc/sh | $438 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CUZ | Cousins Pptys Inc | $406 | 0.00% | 18 | -1,251 | -98.6% | -$2.82万 | 减仓 |
| — | Volatility Shs /2x Bitcoin Strategy | $354 | 0.00% | 24 | 24 | — | $354 | 新建仓 |
| MRNA | Moderna Inc | $152 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OGN | Organon & Co | $120 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | Energy Focus Inc | $86 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BTBT | Bit Digital Inc/sh Sh | $55 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Systems Inc. | $0 | 0.00% | 0 | -2,561 | -100.0% | -$89.63万 | 清仓 |
| TECL | Direxion Shs Et/direxion Daily Tecy | $0 | 0.00% | 0 | -400 | -100.0% | -$4.70万 | 清仓 |
| JEPI | JP Morgan Equity Premium Income ETF | $0 | 0.00% | 0 | -596 | -100.0% | -$3.41万 | 清仓 |
| AEP | American Electric Power Co, Inc. | $0 | 0.00% | 0 | -236 | -100.0% | -$2.72万 | 清仓 |
| EQH | Equitable Hldgs Inc | $0 | 0.00% | 0 | -470 | -100.0% | -$2.24万 | 清仓 |
| NVO | Novo-Nordisk A/S - Spons ADR | $0 | 0.00% | 0 | -400 | -100.0% | -$2.04万 | 清仓 |
| PTMC | Etf Ser Solutions | $0 | 0.00% | 0 | -521 | -100.0% | -$1.86万 | 清仓 |
| PTLC | Etf Ser Solutions | $0 | 0.00% | 0 | -318 | -100.0% | -$1.77万 | 清仓 |
| PTIN | Pacer Funds Tr/trendpilot Intl Etf | $0 | 0.00% | 0 | -538 | -100.0% | -$1.69万 | 清仓 |
| PWR | Quanta Services Inc | $0 | 0.00% | 0 | -35 | -100.0% | -$1.48万 | 清仓 |
| NOC | Northrop Grumman Corporation | $0 | 0.00% | 0 | -25 | -100.0% | -$1.43万 | 清仓 |
| IDV | IShares DJ Intl Select Div | $0 | 0.00% | 0 | -327 | -100.0% | -$1.29万 | 清仓 |
| VNLA | Janus Detroit S/henderson Short Dur | $0 | 0.00% | 0 | -262 | -100.0% | -$1.29万 | 清仓 |
| — | Cyberark Software Ltd | $0 | 0.00% | 0 | -25 | -100.0% | -$1.12万 | 清仓 |
| — | Pacer Funds Tr/cfra-stovall Equal | $0 | 0.00% | 0 | -214 | -100.0% | -$7,469 | 清仓 |
| — | Cadence Bank | $0 | 0.00% | 0 | -142 | -100.0% | -$6,083 | 清仓 |
| MKC | McCormick & Company, Inc. | $0 | 0.00% | 0 | -82 | -100.0% | -$5,585 | 清仓 |
| CLX | The Clorox Company | $0 | 0.00% | 0 | -45 | -100.0% | -$4,537 | 清仓 |
| FMS | Fresenius Medical Care | $0 | 0.00% | 0 | -154 | -100.0% | -$3,668 | 清仓 |
| OWL | Blue Owl Capital Inc | $0 | 0.00% | 0 | -119 | -100.0% | -$1,778 | 清仓 |
| NIO | Nio Inc | $0 | 0.00% | 0 | -10 | -100.0% | -$51 | 清仓 |