13F 机构持仓

BankPlus Trust Department

JACKSON MS · SEC CIK 0002047270

2026Q22026Q1 更早 9 个季度 🔒
$4.28亿2026Q2 申报市值
470持仓数
41.6%前十大占比 · 第一大 23.6%
26 / 22新建仓 / 清仓
申报市值走势$4.28亿2026Q2
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

IVV 23.6%
MSFT 3.0%
AAPL 2.8%
JHMM 2.6%
NVDA 1.9%
LLY 1.6%
JPM 1.6%
ABBV 1.6%
LRCX 1.5%
GWW 1.3%

2026Q2 买入最多 按季末市值估算

UPRO 新建仓+$225.45万
PNC 加仓+$85.83万
MCK 新建仓+$79.26万
AMD 加仓+$74.36万
HONA 新建仓+$69.70万

2026Q2 卖出最多 按季末市值估算

EGP 减仓-$138.06万
CRM 减仓-$124.86万
LRCX 减仓-$103.96万
HON 减仓-$69.31万
MPWR 减仓-$45.62万

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
IETC iShares US Tech Independence Focused ETF $7,6220.00%71 00.0% — 不变
MMM 3M Company $7,6100.00%47 00.0% — 不变
DGRO Ishares Core Dividend Growth ETF $7,1240.00%94 00.0% — 不变
EFAV Ishares MSCI EAFE Min Vol Factor ETF $6,0520.00%69 00.0% — 不变
THG Hanover Insurance Group $5,9950.00%28 00.0% — 不变
BHF Brighthouse Finl Inc $5,7600.00%91 00.0% — 不变
DOCS Doximity Inc $5,5580.00%268 00.0% — 不变
FDL First Trust Morn Dvd Lead In $5,3530.00%110 00.0% — 不变
IVT Inventrust Pptys Corp $5,1680.00%146 00.0% — 不变
IEUR Ishares MSCI Euro $5,1120.00%68 -23-25.3% -$1,729 减仓
KTB Kontoor Brands Inc $4,7500.00%57 00.0% — 不变
NDAQ Nasdaq Stock Market Inc. $4,7290.00%60 00.0% — 不变
FDXF Fedex Freight Holding Company Inc $4,3790.00%29 29— $4,379 新建仓
XLB MFC Select Sector Spdr Tr SHS Ben Int-Materia $3,8630.00%76 00.0% — 不变
SFM Sprouts Fmrs Mkt Inc $3,7220.00%44 00.0% — 不变
IGF iShares Global Infrastructure ETF $3,5300.00%53 00.0% — 不变
OXY Occidental Petroleum Corp. $3,4970.00%72 00.0% — 不变
BABA Alibaba Group Hldg Ltd ADR $3,4550.00%36 00.0% — 不变
BMNR Bitmine Immersion Technologies Inc $3,3280.00%250 00.0% — 不变
BAX Baxter International, Inc. $3,2190.00%151 00.0% — 不变
IPAC MFC Ishares Tr Core MSCI Pac $3,1130.00%38 00.0% — 不变
VFC VF Corporation $3,0860.00%185 00.0% — 不变
STZ Constellation Brands, Inc. $2,9210.00%21 00.0% — 不变
LNT Alliant Energy Corp $2,8990.00%38 00.0% — 不变
MUX Mcewen Inc/sh Cl B $2,8650.00%158 00.0% — 不变
— Leggett & Platt Inc. $2,8100.00%240 00.0% — 不变
MARA MARA Holdings Inc $2,7780.00%200 100100.0% $1,389 加仓
ACWV Ishares Inc Edge MSCI Min Vol Global $2,7650.00%23 -29-55.8% -$3,486 减仓
VRT Vertiv Holdings/sh Cl A $2,3440.00%7 00.0% — 不变
Q Qnity Electronics Inc $2,2860.00%14 14— $2,286 新建仓
AMTM Amentum Holdings Inc $2,2740.00%110 00.0% — 不变
RCL Royal Caribbean Cruises Ltd $2,2230.00%7 00.0% — 不变
HL Hecla Mng Co $2,1910.00%142 00.0% — 不变
OTIS Otis Worldwide Corp $2,0760.00%29 00.0% — 不变
APP Applovin Corp/sh $2,0610.00%4 00.0% — 不变
HIG Hartford Financial Services Group Inc. $1,8550.00%14 00.0% — 不变
MAR Marriott International - Class A $1,8530.00%5 00.0% — 不变
SNPS Synopsys Inc $1,7840.00%4 00.0% — 不变
VLTO Veralto Corp $1,7740.00%20 00.0% — 不变
MRSH Marsh & McLennan Companies, Inc. $1,6670.00%10 -277-96.5% -$4.62万 减仓
P EVERPURE INC $1,6550.00%21 00.0% — 不变
FSM Fortuna Mining Corp. $1,5380.00%182 00.0% — 不变
PHM PulteGroup Inc. $1,5090.00%11 00.0% — 不变
PRCH Porch Grp Inc/sh $1,5040.00%100 00.0% — 不变
CDNS Cadence Design Systems, Inc. $1,5010.00%4 00.0% — 不变
MSTR Microstrategy Inc. $1,4780.00%17 00.0% — 不变
VRSK Verisk Analytics Inc $1,4360.00%8 00.0% — 不变
CACI CACI International Inc. $1,3900.00%3 00.0% — 不变
SPOT Spotify Technology S A $1,3770.00%3 00.0% — 不变
AMP Ameriprise Finl Inc Co $1,3760.00%3 00.0% — 不变
RIOT Riot Blockchain Inc $1,3690.00%50 00.0% — 不变
CTAS Cintas Corp $1,3610.00%8 00.0% — 不变
MCO Moody's Corp $1,3590.00%3 00.0% — 不变
KD Kyndryl Hldgs Inc $1,3570.00%120 00.0% — 不变
RSG Republic Services, Inc. $1,2780.00%6 00.0% — 不变
DD DuPont De Nemours Inc $1,2210.00%9 -20-69.0% -$2,713 减仓
CYH Community Health Systems Inc. $1,1360.00%340 00.0% — 不变
TOTL Ssga Active Etf Tr $1,1050.00%28 00.0% — 不变
HWM Howmet Aerospace Inc $1,0750.00%4 00.0% — 不变
DJT Trump Media & Technology Group $9290.00%120 00.0% — 不变
— Occidental Pete Corp $7720.00%29 00.0% — 不变
VSNT Versant Media Group Inc $6120.00%17 17— $612 新建仓
MICC Magnum Ice Cream Company N.v. $5570.00%32 32— $557 新建仓
CUZ Cousins Pptys Inc $5400.00%18 00.0% — 不变
LCID Lucid Grp Inc/sh $3080.00%46 00.0% — 不变
OGN Organon & Co $2710.00%20 00.0% — 不变
— VOLATILITY SHS TR 2X BITCOIN ETF $2480.00%24 00.0% — 不变
MRNA Moderna Inc $2100.00%3 00.0% — 不变
— Energy Focus Inc $1490.00%45 00.0% — 不变
BTBT Bit Digital Inc/sh Sh $760.00%42 00.0% — 不变
AROC Archrock Inc/sh $00.00%0 -8,000-100.0% -$27.84万 清仓
CPNG Coupang Inc $00.00%0 -9,956-100.0% -$18.80万 清仓
XYZ Block Inc/sh Cl A $00.00%0 -3,053-100.0% -$18.37万 清仓
TEM Tempus Ai Inc/sh Cl A $00.00%0 -2,844-100.0% -$12.86万 清仓
APD Air Products & Chemicals $00.00%0 -378-100.0% -$10.98万 清仓
HSY Hershey Foods Corp $00.00%0 -509-100.0% -$10.58万 清仓
LULU Lululemon Athletica Inc $00.00%0 -688-100.0% -$10.53万 清仓
VRRM Verra Mobility Corp $00.00%0 -5,564-100.0% -$7.95万 清仓
SMG Scotts Miracle Gro Co $00.00%0 -1,130-100.0% -$6.87万 清仓
JFLX JPMorgan Flexible Debt ETF $00.00%0 -1,210-100.0% -$6.01万 清仓
FFIV F5 Networks Inc. $00.00%0 -25-100.0% -$7,233 清仓
CODI Compass Diversified Holdings $00.00%0 -744-100.0% -$5,848 清仓
PEG Public Service Enterprise Group Inc. $00.00%0 -72-100.0% -$5,828 清仓
ES Eversource Energy $00.00%0 -84-100.0% -$5,820 清仓
HBAN Huntington Bancshares Inc. $00.00%0 -351-100.0% -$5,493 清仓
SYM Symbotic Inc/sh Cl A $00.00%0 -100-100.0% -$5,320 清仓
NET Cloudflare Inc/sh Cl A $00.00%0 -25-100.0% -$5,159 清仓
XLY Consumer Discretionary Sector SPDR ETF $00.00%0 -46-100.0% -$5,013 清仓
CRSP Crispr Therapeutics $00.00%0 -100-100.0% -$4,757 清仓
CCOI Cogent Communications Hldgs In $00.00%0 -237-100.0% -$4,465 清仓
ARM Arm Holdings Pl/s Adr $00.00%0 -25-100.0% -$3,782 清仓
— CONTRA Cyberark Software LTD $00.00%0 -25-100.0% -$1,125 清仓