申报总市值
US$5.4亿
申报季度: 2026-03-31 · 持股只数: 124
Iowa State Bank在最新一期 13F 报告中披露了 124 项持股，申报期为 2026-03-31，总持股市值约为 US$5.4亿，季度换手率为 19.3%。
加仓 SPHY
+133.4% US$1835.5万
减仓 IJR
-36.0% -US$644.5万
加仓 IWM
+832.0% US$638.2万
减仓 MSFT
+0.4% -US$449.2万
加仓 IEMG
+30.2% US$504.1万
加仓 XOM
+8.4% US$408.0万
仅显示前 117 大持股（共 124 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 5.98% | +3.33% | +133.39% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.75% | +0.32% | +6.66% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.73% | — | -1.44% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.57% | +0.88% | +30.24% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.55% | -0.30% | +2.79% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.55% | -0.46% | -3.36% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.18% | -0.53% | -5.02% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | — | +5.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.74% | -0.90% | +0.38% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.32% | -1.26% | -36.00% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 2.17% | +0.72% | +8.41% | |
| 12 | CSCO | Cisco Systems INC | 股票-科技 | 1.90% | — | +2.04% | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.82% | -0.28% | -2.43% | |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 1.81% | -0.35% | -10.01% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.79% | -0.19% | -0.89% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.60% | +0.47% | +5.71% | |
| 17 | EMR | Emerson Electric Co | 股票-工业 | 1.53% | — | -1.46% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.50% | +0.07% | -9.63% | |
| 19 | CAH | Cardinal Health INC | 股票-医疗保健 | 1.48% | -0.34% | -19.31% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.40% | — | +15.21% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.18% | -5.51% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | +1.17% | +832.04% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.27% | +0.12% | -0.13% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.27% | — | — | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.24% | — | -1.15% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.19% | -0.14% | -4.63% | |
| 27 | CAT | Caterpillar INC | 股票-工业 | 1.16% | +0.19% | -1.82% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.11% | -0.16% | +9.12% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.01% | — | +20.47% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 1.01% | — | +6.85% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事业 | 1.01% | +0.12% | +3.79% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | -0.21% | -2.78% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.96% | -0.20% | +11.68% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | — | -6.14% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.93% | — | — | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.91% | — | -0.08% | |
| 37 | YUM | Yum! Brands INC | 股票-周期性消费 | 0.88% | — | +0.23% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.87% | -0.27% | -9.16% | |
| 39 | PRU | Prudential Financial INC | 股票-金融 | 0.84% | -0.12% | +3.56% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.84% | -0.14% | -1.89% | |
| 41 | VZ | Verizon Communications INC | 股票-通信服务 | 0.83% | +0.10% | -6.17% | |
| 42 | CRM | Salesforce INC | 股票-科技 | 0.66% | -0.24% | +6.27% | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.65% | -0.13% | +0.71% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.64% | — | -0.14% | |
| 45 | PANW | Palo Alto Networks INC | 股票-科技 | 0.63% | -0.09% | +2.87% | |
| 46 | BLK | Blackrock INC | 股票-金融 | 0.62% | -0.10% | -2.08% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.62% | — | -1.09% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.61% | -0.20% | -17.72% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.61% | +0.61% | NEW | |
| 50 | UPS | United Parcel Service-cl B | 股票-工业 | 0.58% | — | -0.40% |
Q3 2026表现
+2.4%
近4个季度表现
+19.5%
基于可获取价格的持仓（占申报价值的72%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 124 | US$5.4亿 | 19 | |
| 2025-12-31 | 126 | US$5.3亿 | 8 | |
| 2025-09-30 | 126 | US$5.3亿 | 22 | |
| 2025-06-30 | 125 | US$5.0亿 | 0 | |
| 2025-03-31 | 120 | US$4.7亿 | 100 | |
| 2024-12-31 | 108 | US$4.8亿 | 0 | |
| 2024-09-30 | 112 | US$4.9亿 | 0 | |
| 2024-06-30 | 106 | US$4.5亿 | 0 | |
| 2024-03-31 | 131 | US$4.5亿 | 0 | |
| 2023-12-31 | 138 | US$4.2亿 | 0 | |
| 2023-09-30 | 136 | US$3.9亿 | 0 | |
| 2023-06-30 | 140 | US$4.0亿 | 0 | |
| 2023-03-31 | 143 | US$4.0亿 | 0 | |
| 2022-12-31 | 168 | US$4.0亿 | 0 | |
| 2022-09-30 | 171 | US$3.5亿 | 0 | |
| 2022-06-30 | 166 | US$3.8亿 | 0 | |
| 2022-03-31 | 177 | US$4.3亿 | 0 | |
| 2021-12-31 | 164 | US$4.2亿 | 0 | |
| 2021-09-30 | 158 | US$3.6亿 | 0 | |
| 2021-06-30 | 160 | US$3.6亿 | 97 | |
| 2021-03-31 | 163 | US$3.3亿 | 19 | |
| 2020-12-31 | 162 | US$3.0亿 | 18 | |
| 2020-09-30 | 155 | US$2.6亿 | 19 | |
| 2020-06-30 | 111 | US$2.3亿 | 25 | |
| 2020-03-31 | 121 | US$2.1亿 | 31 | |
| 2019-12-31 | 134 | US$2.8亿 | 11 | |
| 2019-09-30 | 130 | US$2.6亿 | 21 | |
| 2019-06-30 | 106 | US$2.2亿 | 8 | |
| 2019-03-31 | 103 | US$2.2亿 | 12 | |
| 2018-12-31 | 101 | US$2.0亿 | 17 | |
| 2018-09-30 | 101 | US$2.2亿 | 11 | |
| 2018-06-30 | 102 | US$2.1亿 | 16 | |
| 2018-03-31 | 98 | US$2.1亿 | 11 | |
| 2017-12-31 | 96 | US$2.2亿 | 11 | |
| 2017-09-30 | 94 | US$2.1亿 | 9 | |
| 2017-06-30 | 95 | US$2.1亿 | 10 | |
| 2017-03-31 | 90 | US$2.0亿 | 11 | |
| 2016-12-31 | 85 | US$1.9亿 | 11 | |
| 2016-09-30 | 90 | US$1.9亿 | 12 | |
| 2016-06-30 | 93 | US$1.8亿 | 11 | |
| 2016-03-31 | 95 | US$1.8亿 | 14 | |
| 2015-12-31 | 86 | US$1.7亿 | 19 | |
| 2015-09-30 | 83 | US$1.5亿 | 13 | |
| 2015-06-30 | 80 | US$1.6亿 | 5 | |
| 2015-03-31 | 79 | US$1.6亿 | 11 | |
| 2014-12-31 | 77 | US$1.6亿 | 8 | |
| 2014-09-30 | 74 | US$1.5亿 | 6 | |
| 2014-06-30 | 74 | US$1.5亿 | 7 | |
| 2014-03-31 | 74 | US$1.4亿 | 6 | |
| 2013-12-31 | 71 | US$1.4亿 | 12 | |
| 2013-09-30 | 75 | US$1.3亿 | 8 | |
| 2013-06-30 | 76 | US$1.2亿 | 0 |
Iowa State Bank 在 2026-03-31 最显著的持仓异动： 新建仓: Coca-cola Co/the (KO); 清仓: Eog Resources INC (EOG); 新建仓: Netflix INC (NFLX); 清仓: Paypal Holdings INC (PYPL); 新建仓: Micron Technology INC (MU).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPHY | Ss Spdr P High Yield ETF | +3.3% | +133.39% | 加仓 |
| 2 | IWM | Ishares Russell 2000 ETF | +1.2% | +832.04% | 加仓 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +30.24% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.7% | +8.41% | 加仓 |
| 5 | CVX | Chevron CORP | +0.5% | +5.71% | 加仓 |
| 6 | 6D8 | Dupont De Nemours INC | +0.4% | +163.89% | 加仓 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.66% | 加仓 |
| 8 | CAT | Caterpillar INC | +0.2% | -1.82% | 减仓 |
| 9 | DUK | Duke Energy CORP | +0.1% | +3.79% | 加仓 |
| 10 | ETN | Eaton Corporation plc | +0.1% | -0.13% | 减仓 |
| 11 | VZ | Verizon Communications INC | +0.1% | -6.17% | 减仓 |
| 12 | ADI | Analog Devices INC | +0.1% | +0.64% | 加仓 |
| 13 | HON | Honeywell International INC | +0.1% | +1.15% | 加仓 |
| 14 | T | At&t INC | +0.1% | +3.32% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -9.63% | 减仓 |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -7.02% | 减仓 |
| 17 | MDT | Medtronic plc | -0.1% | -20.76% | 减仓 |
| 18 | PANW | Palo Alto Networks INC | -0.1% | +2.87% | 加仓 |
| 19 | AGG | Ishares Core U.s. Aggregate | -0.1% | -18.98% | 减仓 |
| 20 | BLK | Blackrock INC | -0.1% | -2.08% | 减仓 |
| 21 | FCX | Freeport-mcmoran INC | -0.1% | -31.53% | 减仓 |
| 22 | PRU | Prudential Financial INC | -0.1% | +3.56% | 加仓 |
| 23 | BMY | Bristol-myers Squibb Co | -0.1% | -34.98% | 减仓 |
| 24 | DIS | Walt Disney Co/the | -0.1% | +0.71% | 加仓 |
| 25 | BAC | Bank Of America CORP | -0.1% | -1.89% | 减仓 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.63% | 减仓 |
| 27 | IBM | Intl Business Machines CORP | -0.2% | +9.12% | 加仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -5.51% | 减仓 |
| 29 | MS | Morgan Stanley | -0.2% | -0.89% | 减仓 |
| 30 | TFC | Truist Financial CORP | -0.2% | -17.72% | 减仓 |
| 31 | ORCL | Oracle CORP | -0.2% | +11.68% | 加仓 |
| 32 | MET | Metlife INC | -0.2% | -20.67% | 减仓 |
| 33 | V | Visa Inc-class A Shares | -0.2% | -2.78% | 减仓 |
| 34 | CRM | Salesforce INC | -0.2% | +6.27% | 加仓 |
| 35 | LLY | Eli Lilly & Co | -0.3% | -9.16% | 减仓 |
| 36 | AMZN | Amazon.com INC | -0.3% | -2.43% | 减仓 |
| 37 | JPM | Jpmorgan Chase & Co | -0.3% | +2.79% | 加仓 |
| 38 | CAH | Cardinal Health INC | -0.3% | -19.31% | 减仓 |
| 39 | ABBV | Abbvie INC | -0.4% | -10.01% | 减仓 |
| 40 | AAPL | Apple INC | -0.5% | -3.36% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.5% | -5.02% | 减仓 |
| 42 | MSFT | Microsoft CORP | -0.9% | +0.38% | 加仓 |
| 43 | IJR | Ishares Core S&p Small-cap E | -1.3% | -36.00% | 减仓 |
| 44 | KO | Coca-cola Co/the | — | NEW | 新建仓 |
| 45 | EOG | Eog Resources INC | — | EXIT | 清仓 |
| 46 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 47 | PYPL | Paypal Holdings INC | — | EXIT | 清仓 |
| 48 | MU | Micron Technology INC | — | NEW | 新建仓 |
| 49 | NSC | Norfolk Southern CORP | — | EXIT | 清仓 |
| 50 | XLK | Ss Technology Select Sector | — | EXIT | 清仓 |
资产规模相近的机构
CIK 0001483467
申报总市值
US$5.4亿
235 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0001846786
申报总市值
US$5.4亿
200 stks
2024-09-30
数据过旧，未更新
资产规模与本机构相差仅 0.0%
CIK 0001802091
申报总市值
US$5.4亿
103 stks
2026-03-31
资产规模与本机构相差仅 0.1%
持仓风格相似的机构
CIK 0001426771
申报总市值
US$14.3亿
39 stks
2026-03-31
前五大持仓重叠 3/5 档，同样重仓 Ishares Core S&p Midcap ETF
CIK 0001600403
申报总市值
US$9.2亿
166 stks
2026-03-31
前五大持仓重叠 3/5 档，同样重仓 Ishares Core Msci Eafe ETF
CIK 0001739594
申报总市值
US$13.9亿
374 stks
2022-06-30
数据过旧，未更新
前五大持仓重叠 3/5 档，同样重仓 Ishares Core Msci Eafe ETF