Exchange Bank 13F 持仓 · 2026年Q3
Exchange Bank 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 1.62 亿美元。前几大持仓：AAPL（5.54%）、JNJ（4.23%）、CAT（3.79%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.0M | 5.54% | 26,901 | 减持 |
| 2 | JNJ | JOHNSON & JOHNSON | $6.8M | 4.23% | 25,823 | 减持 |
| 3 | CAT | CATERPILLAR INC | $6.1M | 3.79% | 7,561 | 增持 |
| 4 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK | $5.8M | 3.58% | 15,462 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $4.9M | 3.03% | 9,552 | 减持 |
| 6 | CVX | CHEVRON CORP | $4.6M | 2.85% | 22,537 | 增持 |
| 7 | MUB | ISHARES NATIONAL AMT-FREE MUNI | $4.6M | 2.82% | 45,151 | 增持 |
| 8 | XOM | EXXONMOBIL HOLDINGS CORP | $3.9M | 2.42% | 24,017 | 新建仓 |
| 9 | JPM | JP MORGAN CHASE & CO | $3.5M | 2.19% | 10,686 | 减持 |
| 10 | PG | PROCTER & GAMBLE CO | $3.4M | 2.08% | 23,159 | 减持 |
| 11 | GOOGL | ALPHABET INC SR GLBL NT | $3.3M | 2.06% | 9,674 | 减持 |
| 12 | BND | VANGUARD TOTAL BOND MARKET ETF | $3.3M | 2.04% | 47,027 | 增持 |
| 13 | WMT | WALMART INC | $3.0M | 1.83% | 28,389 | 增持 |
| 14 | AGG | ISHARES CORE TOTAL US BOND | $2.8M | 1.74% | 29,743 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION SR GLBL NT | $2.8M | 1.74% | 12,332 | 减持 |
| 16 | KO | COCA-COLA CO | $2.7M | 1.65% | 30,888 | 减持 |
| 17 | VCSH | VANGUARD SHORT-TERM CORP BD IDX | $2.6M | 1.63% | 34,169 | 增持 |
| 18 | VEA | VANGUARD FTSE DEVELOPED MARKETS | $2.6M | 1.60% | 36,624 | 增持 |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $2.5M | 1.56% | 11,496 | 增持 |
| 20 | UNP | UNION PAC CORP | $2.5M | 1.56% | 9,248 | 减持 |
| 21 | IJH | ISHARES CORE S&P MID-CAP (MKT) | $2.4M | 1.46% | 32,725 | 减持 |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC | $2.2M | 1.39% | 3 | 持平 |
| 23 | SCHB | SCHWAB US BROAD MARKET ETFT | $2.2M | 1.36% | 75,250 | 减持 |
| 24 | GOOG | ALPHABET INC SR GLBL NT | $2.2M | 1.35% | 6,396 | 持平 |
| 25 | VWO | VANGUARD EMERGING MARKETS STOCK | $2.1M | 1.31% | 35,646 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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