CoreFirst Bank & Trust 13F 持仓 · 2026年Q2
CoreFirst Bank & Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 279 只证券，申报市值合计 2.01 亿美元。前几大持仓：AAPL（5.50%）、CL（4.98%）、AVDV（4.87%）。本季前 25 大持仓中：增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $11.1M | 5.50% | 38,233 | 减持 |
| 2 | CL | Colgate Palmolive Co | $10.0M | 4.98% | 109,182 | 减持 |
| 3 | AVDV | Avantis Intl Small Cap Value | $9.8M | 4.87% | 95,088 | 减持 |
| 4 | VEA | Vanguard FTSE Developed Markets ETF | $8.4M | 4.16% | 117,471 | 增持 |
| 5 | ACIO | Aptus Collared Investment Opp ETF | $7.6M | 3.77% | 164,239 | 增持 |
| 6 | IVLU | IShares Edge MSCI Intl Value | $6.8M | 3.40% | 163,605 | 减持 |
| 7 | AVUV | Avantis US Small Cap Value | $6.8M | 3.36% | 54,198 | 增持 |
| 8 | VYM | Vanguard High Dividend Yield Index | $6.0M | 2.97% | 37,752 | 减持 |
| 9 | IVV | Ishares S&P 500 Index Fund | $4.6M | 2.30% | 6,178 | 减持 |
| 10 | AVEM | Avantis Emerging Markets Equity ETF | $4.5M | 2.26% | 47,124 | 减持 |
| 11 | IEMG | iShares Core MSCI Emerging Markets ETF | $4.3M | 2.14% | 51,974 | 减持 |
| 12 | VIG | Vanguard Dividend Appreciation ETF | $4.3M | 2.12% | 17,997 | 增持 |
| 13 | IJR | Ishares S&P Smallcap 600 | $4.2M | 2.09% | 28,403 | 增持 |
| 14 | VSS | Vanguard FTSE All World ex-US Small Cap ETF | $3.3M | 1.65% | 21,549 | 增持 |
| 15 | VYMI | Vanguard International High DVD Yield | $3.3M | 1.63% | 33,310 | 增持 |
| 16 | SYLD | Cambria Shareholder Yield ETF | $3.0M | 1.51% | 38,351 | 增持 |
| 17 | JNJ | Johnson & Johnson | $2.9M | 1.45% | 11,471 | 减持 |
| 18 | IJH | iShares S&P MidCap 400 | $2.9M | 1.44% | 37,596 | 增持 |
| 19 | JEPI | JP Morgan Equity Premium Income ETF | $2.9M | 1.42% | 50,481 | 减持 |
| 20 | IRM | Iron Mountain Inc New | $2.8M | 1.41% | 22,399 | 减持 |
| 21 | WMT | Walmart Stores Inc | $2.8M | 1.38% | 24,419 | 减持 |
| 22 | AKRE | Akre Focus ETF | $2.7M | 1.35% | 50,853 | 增持 |
| 23 | RSP | Invesco S & P 500 Equal Weight | $2.7M | 1.33% | 12,539 | 增持 |
| 24 | MSFT | Microsoft Corp | $2.6M | 1.29% | 6,944 | 减持 |
| 25 | UNH | Unitedhealth Group Inc | $2.5M | 1.26% | 6,082 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR