13FBOX
Montecito Bank & Trust · 13F 持仓分析
期权收益计算器 机构排行

Montecito Bank & Trust

No.3566 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.68亿
环比变动 Q1 2026
+$6,105.7万+10.1%
持仓股票数
271
新买入
14
加仓
100
减仓
108
清仓
9
持股不变
49
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕·RUSSELLIWF
5.31%5.16%$3,550.2万28.6万股$3,134.1万7.4万股+21.2万股+288.99%加仓
英伟达NVDA
4.75%4.83%$3,177.6万15.9万股$2,930.7万16.8万股-9,233股-5.49%减仓
IiShares安硕信托IVV
2.89%2.92%$1,929.9万2.6万股$1,772.0万2.7万股-1,357股-5.00%减仓
微软MSFT
2.28%2.5%$1,521.2万4.1万股$1,517.1万4.1万股-205股-0.50%减仓
V先锋领航债券指数基金BIV
2.27%2.53%$1,515.8万19.8万股$1,538.3万19.9万股-1,680股-0.84%减仓
IiShares安硕信托AGG
2.24%2.42%$1,494.1万15.1万股$1,470.8万14.8万股+2,793股+1.89%加仓
谷歌AGOOGL
2.2%1.99%$1,467.4万4.1万股$1,207.8万4.2万股-940股-2.24%减仓
V先锋领航斯科茨代尔基金VGSH
2.15%2.29%$1,436.0万24.7万股$1,389.0万23.7万股+9,464股+3.99%加仓
SSPDR标普500 ETFSPY
2.13%2.1%$1,422.9万1.9万股$1,275.5万2.0万股-559股-2.85%减仓
IiShares安硕信托IEFA
2.07%2.09%$1,384.4万14.3万股$1,269.8万14.0万股+3,081股+2.20%加仓
IiShares安硕·COREIJH
1.93%1.92%$1,287.8万16.7万股$1,167.1万17.3万股-5,813股-3.36%减仓
IiShares安硕·MSCIQUAL
1.77%1.8%$1,180.1万5.4万股$1,093.1万5.7万股-3,207股-5.63%减仓
IiShares安硕信托IWD
1.69%1.7%$1,130.4万4.7万股$1,031.3万4.8万股-1,637股-3.39%减仓
IiShares安硕信托GJS
1.64%1.8%$1,099.2万48.3万股$1,092.3万47.7万股+5,768股+1.21%加仓
礼来LLY
1.62%1.36%$1,084.8万9,044股$825.6万8,976股+68股+0.76%加仓
V先锋领航指数基金VOO
1.43%1.37%$959.1万1.4万股$834.9万1.4万股-8股-0.06%减仓
可口可乐KO
1.28%1.32%$856.5万10.5万股$801.5万10.5万股00.00%持仓不变
摩根大通JPM
1.27%1.24%$846.5万2.6万股$756.0万2.6万股+161股+0.63%加仓
V先锋领航白厅基金VNQ
1.22%1.27%$816.0万8.7万股$772.1万8.7万股+101股+0.12%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
1.13%0.91%$757.5万7.4万股$550.9万7.0万股+4,004股+5.72%加仓
IiShares安硕信托EFV
1.12%1.18%$748.3万9.8万股$718.0万9.7万股+1,183股+1.23%加仓
艾伯维ABBV
1.11%1.12%$741.5万2.9万股$678.7万3.1万股-1,739股-5.57%减仓
V先锋领航斯科茨代尔基金BSV
1.09%1.18%$729.9万9.2万股$719.0万9.1万股+1,658股+1.83%加仓
好市多COST
1.07%1.3%$715.5万7,649股$788.8万7,916股-267股-3.37%减仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
1.03%0.82%$687.2万2.7万股$496.2万2.7万股-106股-0.39%减仓
IiShares安硕信托ICSH
1.01%1.03%$672.7万13.3万股$625.5万12.4万股+9,315股+7.54%加仓
IiShares安硕·COREIJR
0.99%0.99%$662.6万4.5万股$604.2万4.9万股-3,928股-8.08%减仓
博通AVGO
0.93%0.84%$624.0万1.7万股$512.3万1.7万股-31股-0.19%减仓
I景顺QQQ信托VOO
0.93%0.82%$623.9万8,472股$497.5万8,619股-147股-1.71%减仓
美光科技MU
0.93%0.31%$623.2万5,399股$185.9万5,502股-103股-1.87%减仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.85%0.93%$569.1万11.2万股$567.1万11.2万股+763股+0.68%加仓
V先锋领航斯科茨代尔基金VGIT
0.82%0.99%$549.7万9.3万股$603.2万10.1万股-8,099股-8.00%减仓
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
0.79%0.79%$528.6万13.0万股$478.8万13.1万股-876股-0.67%减仓
AAlphabet Inc Class CGOOG
0.76%0.69%$510.2万1.4万股$417.9万1.5万股-127股-0.87%减仓
雪佛龙CVX
0.75%1.05%$498.0万3.0万股$639.8万3.1万股-878股-2.84%减仓
VisaV
0.73%0.67%$489.8万1.4万股$408.0万1.3万股+777股+5.76%加仓
IiShares安硕信托ITOT
0.69%0.68%$458.1万2.8万股$412.8万2.9万股-1,093股-3.77%减仓
台积电TSM
0.68%0.54%$456.3万9,554股$326.9万9,674股-120股-1.24%减仓
思科CSCO
0.67%0.49%$447.0万3.8万股$296.7万3.8万股-189股-0.49%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.67%0.61%$446.8万1.1万股$369.3万1.2万股-428股-3.64%减仓
IiShares安硕信托USMV
0.65%0.73%$437.6万4.5万股$444.0万4.8万股-2,504股-5.23%减仓
J摩根大通交易所交易基金JPIE
0.65%0.69%$434.1万9.4万股$419.4万9.1万股+3,216股+3.53%加仓
强生JNJ
0.65%0.68%$434.0万1.7万股$412.9万1.7万股+199股+1.18%加仓
宝洁PG
0.58%0.63%$386.8万2.6万股$381.7万2.6万股-47股-0.18%减仓
V先锋领航·FTSEVEA
0.58%0.51%$386.6万5.4万股$307.8万4.8万股+6,224股+12.96%加仓
V先锋领航白厅基金VYMI
0.58%0.61%$385.5万3.9万股$369.0万3.9万股+100股+0.26%加仓
IiShares安硕信托IUSB
0.57%0.62%$378.4万8.2万股$377.3万8.2万股+310股+0.38%加仓
科磊KLAC
0.56%0.29%$374.9万1.2万股$173.9万1,181股+1.1万股+952.07%加仓
埃克森美孚XOM
0.56%0.76%$371.0万2.7万股$459.7万2.7万股+40股+0.15%加仓
卡特彼勒CAT
0.53%0.39%$355.5万3,338股$236.9万3,344股-6股-0.18%减仓

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