BankChampaign, National Association
CHAMPAIGN IL · SEC CIK 0002135773
$1.30亿2026Q2 申报市值
200持仓数
22.2%前十大占比 · 第一大 3.4%
38 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/B 加仓+$246.14万
LLY 加仓+$174.64万
CHDN 新建仓+$136.61万
SGOV 新建仓+$130.36万
ALAB 新建仓+$57.96万
2026Q2 卖出最多 按季末市值估算
VMC 清仓-$70.55万
GMAB 清仓-$68.74万
RMD 清仓-$66.92万
COR 清仓-$64.71万
VRTX 清仓-$61.35万
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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $445.51万 | 3.42% | 6,975 | -894 | -11.4% | -$57.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $409.37万 | 3.14% | 8,181 | 4,919 | 150.8% | $246.14万 | 加仓 |
| GOOGL | ALPHABET INC | $328.07万 | 2.52% | 9,180 | 213 | 2.4% | $7.61万 | 加仓 |
| LLY | ELI LILLY & CO | $309.09万 | 2.37% | 2,577 | 1,456 | 129.9% | $174.64万 | 加仓 |
| AVGO | BROADCOM INC | $301.97万 | 2.32% | 7,994 | -83 | -1.0% | -$3.14万 | 减仓 |
| CAT | CATERPILLAR INC | $252.17万 | 1.94% | 2,368 | 56 | 2.4% | $5.96万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $231.24万 | 1.78% | 4,842 | 94 | 2.0% | $4.49万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $221.28万 | 1.70% | 6,609 | -42 | -0.6% | -$1.41万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $200.56万 | 1.54% | 44,777 | -83 | -0.2% | -$3,718 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $190.89万 | 1.47% | 7,100 | 155 | 2.2% | $4.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $187.48万 | 1.44% | 9,370 | 572 | 6.5% | $11.45万 | 加仓 |
| GEV | GE VERNOVA INC | $184.45万 | 1.42% | 1,570 | 185 | 13.4% | $21.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $182.82万 | 1.40% | 4,219 | 307 | 7.8% | $13.30万 | 加仓 |
| AAPL | APPLE INC | $182.70万 | 1.40% | 6,314 | 136 | 2.2% | $3.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $176.44万 | 1.35% | 15,123 | -479 | -3.1% | -$5.59万 | 减仓 |
| RGLD | ROYAL GOLD INC | $166.85万 | 1.28% | 8,359 | 240 | 3.0% | $4.79万 | 加仓 |
| ETN | EATON CORP PLC | $157.41万 | 1.21% | 3,694 | 276 | 8.1% | $11.76万 | 加仓 |
| ASML | ASML HLDG NV | $156.77万 | 1.20% | 788 | 155 | 24.5% | $30.84万 | 加仓 |
| WMT | WALMART INC | $155.47万 | 1.19% | 13,727 | 277 | 2.1% | $3.14万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $154.38万 | 1.19% | 3,578 | -48 | -1.3% | -$2.07万 | 减仓 |
| AMZN | AMAZON COM INC | $153.40万 | 1.18% | 6,436 | 654 | 11.3% | $15.59万 | 加仓 |
| URI | UNITED RENTALS INC | $152.60万 | 1.17% | 1,347 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $151.93万 | 1.17% | 4,073 | 226 | 5.9% | $8.43万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $144.96万 | 1.11% | 1,482 | 88 | 6.3% | $8.61万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $141.35万 | 1.09% | 4,745 | 334 | 7.6% | $9.95万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $140.09万 | 1.08% | 3,951 | 578 | 17.1% | $20.49万 | 加仓 |
| MLI | MUELLER INDS INC | $139.96万 | 1.07% | 11,385 | 353 | 3.2% | $4.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $139.95万 | 1.07% | 1,496 | 75 | 5.3% | $7.02万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $136.61万 | 1.05% | 15,240 | 15,240 | — | $136.61万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $135.30万 | 1.04% | 1,612 | -12 | -0.7% | -$1.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $133.55万 | 1.03% | 1,157 | 35 | 3.1% | $4.04万 | 加仓 |
| SGOV | ISHARES TR | $130.36万 | 1.00% | 12,949 | 12,949 | — | $130.36万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $118.41万 | 0.91% | 7,633 | -28 | -0.4% | -$4,344 | 减仓 |
| ANET | ARISTA NETWORKS INC | $118.24万 | 0.91% | 6,960 | 307 | 4.6% | $5.22万 | 加仓 |
| AMAT | APPLIED MATLS INC | $116.62万 | 0.90% | 1,613 | 492 | 43.9% | $35.57万 | 加仓 |
| VST | VISTRA CORP | $113.74万 | 0.87% | 7,170 | -39 | -0.5% | -$6,187 | 减仓 |
| GE | GE AEROSPACE | $113.73万 | 0.87% | 3,043 | 563 | 22.7% | $21.04万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $113.62万 | 0.87% | 1,842 | 183 | 11.0% | $11.29万 | 加仓 |
| FTI | TECHNIPFMC PLC | $111.32万 | 0.85% | 16,791 | 57 | 0.3% | $3,779 | 加仓 |
| PWR | QUANTA SVCS INC | $110.02万 | 0.84% | 1,528 | 123 | 8.8% | $8.86万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $104.09万 | 0.80% | 10,380 | -286 | -2.7% | -$2.87万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $103.62万 | 0.80% | 2,093 | 114 | 5.8% | $5.64万 | 加仓 |
| CLS | CELESTICA INC | $101.31万 | 0.78% | 2,777 | 137 | 5.2% | $5.00万 | 加仓 |
| CIEN | CIENA CORP | $101.20万 | 0.78% | 2,063 | 108 | 5.5% | $5.30万 | 加仓 |
| HEI | HEICO CORP NEW | $100.94万 | 0.78% | 2,834 | 169 | 6.3% | $6.02万 | 加仓 |
| META | META PLATFORMS INC | $100.43万 | 0.77% | 1,783 | 28 | 1.6% | $1.58万 | 加仓 |
| KLAC | KLA CORP | $98.27万 | 0.75% | 3,257 | -1,203 | -27.0% | -$36.30万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $93.76万 | 0.72% | 3,775 | -43 | -1.1% | -$1.07万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $93.22万 | 0.72% | 2,848 | 1,570 | 122.8% | $51.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $92.13万 | 0.71% | 12,393 | 58 | 0.5% | $4,312 | 加仓 |
| MA | MASTERCARD INCORPORATED | $91.22万 | 0.70% | 1,776 | 85 | 5.0% | $4.37万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $88.94万 | 0.68% | 16,025 | -178 | -1.1% | -$9,879 | 减仓 |
| GH | GUARDANT HEALTH INC | $88.49万 | 0.68% | 5,898 | -2,858 | -32.6% | -$42.88万 | 减仓 |
| VSAT | VIASAT INC | $85.40万 | 0.66% | 9,509 | -30 | -0.3% | -$2,694 | 减仓 |
| EBAY | EBAY INC. | $85.30万 | 0.65% | 7,633 | -15 | -0.2% | -$1,676 | 减仓 |
| EXEL | EXELIXIS INC | $85.21万 | 0.65% | 15,660 | 759 | 5.1% | $4.13万 | 加仓 |
| ROST | ROSS STORES INC | $83.93万 | 0.64% | 3,943 | 540 | 15.9% | $11.49万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $80.93万 | 0.62% | 1,068 | 229 | 27.3% | $17.35万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $80.61万 | 0.62% | 21,440 | -819 | -3.7% | -$3.08万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $80.03万 | 0.61% | 20,738 | -66 | -0.3% | -$2,547 | 减仓 |
| RTX | RTX CORPORATION | $75.46万 | 0.58% | 3,977 | -926 | -18.9% | -$17.57万 | 减仓 |
| APH | AMPHENOL CORP | $72.56万 | 0.56% | 4,115 | 789 | 23.7% | $13.91万 | 加仓 |
| GLW | CORNING INC | $70.83万 | 0.54% | 2,773 | 213 | 8.3% | $5.44万 | 加仓 |
| EME | EMCOR GROUP INC | $66.72万 | 0.51% | 804 | 110 | 15.9% | $9.13万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $66.65万 | 0.51% | 3,424 | 268 | 8.5% | $5.22万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $64.77万 | 0.50% | 2,710 | 21 | 0.8% | $5,019 | 加仓 |
| ESLT | ELBIT SYS LTD | $64.77万 | 0.50% | 853 | 17 | 2.0% | $1.29万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $63.75万 | 0.49% | 3,474 | 112 | 3.3% | $2.06万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $62.42万 | 0.48% | 3,582 | 95 | 2.7% | $1.66万 | 加仓 |
| MO | ALTRIA GROUP INC | $60.27万 | 0.46% | 8,376 | -14 | -0.2% | -$1,007 | 减仓 |
| RIO | RIO TINTO PLC | $59.29万 | 0.46% | 6,246 | -118 | -1.9% | -$1.12万 | 减仓 |
| GLD | SPDR GOLD TR | $58.20万 | 0.45% | 1,580 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $58.07万 | 0.45% | 10,368 | 485 | 4.9% | $2.72万 | 加仓 |
| ENVA | ENOVA INTL INC | $58.04万 | 0.45% | 2,411 | 241 | 11.1% | $5.80万 | 加仓 |
| ALAB | ASTERA LABS INC | $57.96万 | 0.45% | 1,200 | 1,200 | — | $57.96万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $57.96万 | 0.44% | 13,669 | -509 | -3.6% | -$2.16万 | 减仓 |
| CCJ | CAMECO CORP | $57.77万 | 0.44% | 5,672 | 795 | 16.3% | $8.10万 | 加仓 |
| ENB | ENBRIDGE INC | $57.65万 | 0.44% | 10,634 | -264 | -2.4% | -$1.43万 | 减仓 |
| EOG | EOG RES INC | $56.81万 | 0.44% | 4,379 | 245 | 5.9% | $3.18万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $56.02万 | 0.43% | 4,969 | -1,967 | -28.4% | -$22.18万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $55.48万 | 0.43% | 1,395 | -574 | -29.2% | -$22.83万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $53.30万 | 0.41% | 27,586 | -450 | -1.6% | -$8,694 | 减仓 |
| ABBV | ABBVIE INC | $53.25万 | 0.41% | 2,116 | 1,186 | 127.5% | $29.84万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $52.70万 | 0.40% | 1,938 | 304 | 18.6% | $8.27万 | 重新持有 |
| JBL | JABIL INC | $52.31万 | 0.40% | 1,357 | 503 | 58.9% | $19.39万 | 加仓 |
| EQT | EQT CORP | $51.96万 | 0.40% | 9,772 | -815 | -7.7% | -$4.33万 | 减仓 |
| TER | TERADYNE INC | $51.63万 | 0.40% | 1,067 | 1,067 | — | $51.63万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $51.54万 | 0.40% | 1,455 | -178 | -10.9% | -$6.31万 | 减仓 |
| CLH | CLEAN HARBORS INC | $51.15万 | 0.39% | 1,712 | 1,712 | — | $51.15万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $50.93万 | 0.39% | 1,455 | 179 | 14.0% | $6.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.63万 | 0.38% | 11,188 | -13 | -0.1% | -$577 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $48.91万 | 0.38% | 570 | 63 | 12.4% | $5.41万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $47.97万 | 0.37% | 1,868 | 3 | 0.2% | $770 | 加仓 |
| CASY | CASEYS GEN STORES INC | $47.77万 | 0.37% | 601 | 261 | 76.8% | $20.74万 | 加仓 |
| — | EXXON MOBIL CORP | $45.91万 | 0.35% | 3,358 | 868 | 34.9% | $11.87万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $45.76万 | 0.35% | 331 | 139 | 72.4% | $19.21万 | 加仓 |
| MRK | MERCK & CO INC | $42.62万 | 0.33% | 3,317 | 526 | 18.8% | $6.76万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $39.87万 | 0.31% | 11,635 | 122 | 1.1% | $4,181 | 加仓 |
| SEZL | SEZZLE INC | $39.59万 | 0.30% | 2,307 | -1,665 | -41.9% | -$28.58万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $39.53万 | 0.30% | 1,545 | -464 | -23.1% | -$11.87万 | 减仓 |