Ledyard National Bank 13F 持仓 · 2026年Q2
Ledyard National Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 255 只证券，申报市值合计 12.47 亿美元。前几大持仓：DGRO（7.06%）、IVV（6.04%）、AAPL（5.22%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $88.1M | 7.06% | 1.2M | 增持 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $75.3M | 6.04% | 100,495 | 减持 |
| 3 | AAPL | APPLE INC | $65.1M | 5.22% | 224,937 | 减持 |
| 4 | IEFA | ISHARES CORE MSCI EAFE ETF | $56.2M | 4.51% | 582,039 | 减持 |
| 5 | AVGO | BROADCOM INC | $42.8M | 3.43% | 113,272 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $39.9M | 3.20% | 106,951 | 减持 |
| 7 | DFAE | DIMENSIONAL EMERG CORE EQ MKT ETF | $39.1M | 3.14% | 973,037 | 减持 |
| 8 | GOOGL | ALPHABET INC CL A | $31.3M | 2.51% | 87,502 | 减持 |
| 9 | QQMNX | FEDERATED HERMES MDT MKT NEUTRAL FUND | $30.6M | 2.45% | 1.4M | 增持 |
| 10 | APHKX | ARTISAN PARTNERS INTERNATIONAL VALUE FUND | $29.5M | 2.37% | 491,986 | 新建仓 |
| 11 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $26.1M | 2.09% | 821,527 | 增持 |
| 12 | DFAIX | DFA SHORT DURA REAL RET PORTFOLIO FUND | $23.9M | 1.92% | 2.2M | 增持 |
| 13 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $23.6M | 1.89% | 516,246 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $23.2M | 1.86% | 70,775 | 减持 |
| 15 | GSIE | GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF | $22.2M | 1.78% | 486,622 | 减持 |
| 16 | KBWB | INVESCO KBW BANK PORT ETF | $21.8M | 1.75% | 234,330 | 减持 |
| 17 | IQLT | ISHARES MSCI INTL QUAL FACTOR ETF | $21.5M | 1.72% | 432,942 | 减持 |
| 18 | CSCO | CISCO SYSTEMS INC | $20.5M | 1.65% | 174,674 | 减持 |
| 19 | VOE | VANGUARD MID CAP VALUE ETF | $20.3M | 1.63% | 102,554 | 减持 |
| 20 | AMZN | AMAZON COM INC | $17.8M | 1.42% | 74,530 | 减持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC B | $15.2M | 1.22% | 30,390 | 减持 |
| 22 | V | VISA INC | $14.9M | 1.19% | 43,361 | 减持 |
| 23 | EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $13.4M | 1.08% | 153,015 | 增持 |
| 24 | QDF | FLEXSHARES QUALITY DVD ETF | $13.4M | 1.07% | 148,475 | 减持 |
| 25 | JQUA | JPMORGAN US QUALITY FACTOR ETF | $12.4M | 0.99% | 170,884 | 减持 |
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