HP
High Point Bank & Trust Co SEC 13F 历史申报与持仓存档（Q4 2016）
High Point Bank & Trust CoCIK: 0001156185
分散型投资策略逆势操作型高频交易型
申报总市值
US$3.1亿
申报季度: 2016-12-31 · 持股只数: 547
HIGH POINT BANK & TRUST CO在最新一期 13F 报告中披露了 547 项持股，申报期为 2016-12-31，总持股市值约为 US$3.1亿，季度换手率为 82.3%。
机构性格雪花图
- 集中度
- 20.08
- 持仓稳定性
- 82.34
- 动能倾向
- 0
- 行业集中度
- 48.18
- 多样化
- 100
- 仓位均衡度
- 55.42
High Point Bank & Trust Co 目前披露的持仓，Herfindahl 集中度指数为 0.050——换算下来相当于约 20 个等权重仓位，明显低于其实际披露的 547 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 4.46），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 18%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
来源与引用信息
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加仓 05566T101
+7256.4% US$5824.6万
加仓 BIV
+11141.3% US$1725.2万
减仓 MIPTX
-99.0% -US$1119.6万
减仓 EZU
-99.9% -US$944.5万
加仓 VO
+364.3% US$666.6万
加仓 ICEIX
+51899.8% US$560.9万
持仓地图
新建仓加仓不变减仓
* 本报告数据由 AlphaSMO 团队独家整理提供。AlphaSMO是网络上最具权威的13F / Inside Trader数据库，我们致力于提供最精准的内部人交易与大户持仓报告。
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 547 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 | ✓ | Bnc Bancorp | 股票-其他 | 18.70% | +18.54% | +7256.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 6.55% | -1.56% | -34.65% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 5.53% | +5.49% | +11141.29% | |
| 4 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 3.04% | +0.21% | -13.75% | |
| 5 | DBLTX | Doubleline Ttl Rtrn Bnd-i | 股票-其他 | 3.02% | +3.02% | NEW | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.69% | +2.21% | +364.34% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.08% | — | -1.85% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.04% | -0.45% | -36.02% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.91% | +0.47% | +16.53% | |
| 10 | ICEIX | Nomra International Core-ins | 股票-其他 | 1.79% | +1.79% | +51899.85% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.61% | -1.18% | -51.27% | |
| 12 | MWCIX | Tcw Metwest Unconstr Bnd-i | 股票-其他 | 1.52% | -0.91% | -47.07% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.36% | -0.67% | -43.13% | |
| 14 | ✓ | Aqr Multi Strgy Alternative Cl | 股票-其他 | 1.34% | -1.11% | -53.99% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.28% | +0.25% | — | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.28% | — | — | |
| 17 | ✓ | Thomasville Dexel, Inc | 股票-其他 | 1.26% | — | — | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.24% | -0.03% | -15.99% | |
| 19 | PIMIX | Pimco Income Fund-ins | 股票-其他 | 1.23% | -1.17% | -56.95% | |
| 20 | ✓ | Blkrck Strat Incm Opp I | 股票-其他 | 1.23% | -0.82% | -50.17% | |
| 21 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 1.22% | -1.32% | -55.65% | |
| 22 | RHI | Robert Half Inc | 股票-工业 | 1.19% | +0.42% | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.19% | -0.34% | -40.12% | |
| 24 | MIJFX | Matthews Japan Fund-inst | 股票-其他 | 1.05% | -1.06% | -53.92% | |
| 25 | T | At&t Inc | 股票-通信服务 | 0.91% | — | — | |
| 26 | DODFX | Dodge & Cox Intl Stck-i | 股票-其他 | 0.87% | — | +1.43% | |
| 27 | BBTUSD | Bb&t CORP | 股票-其他 | 0.80% | +0.21% | -8.57% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.79% | +0.05% | -6.82% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | +0.20% | — | |
| 30 | PM | Philip Morris International | 股票-非周期性消费 | 0.79% | +0.09% | -0.18% | |
| 31 | EIBLX | Eaton Vance Fltng Rate-i | 股票-其他 | 0.78% | +0.77% | +5095.24% | |
| 32 | BIICX | Blckrck Multi-asst Inc-i | 股票-其他 | 0.76% | -0.88% | -61.18% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | — | — | |
| 34 | LZHYX | Lazard US High Yield-i | 股票-其他 | 0.72% | +0.72% | NEW | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | -0.10% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.70% | +0.17% | -4.76% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.67% | — | -0.44% | |
| 38 | ✓ | S&G Building Co Inc | 股票-其他 | 0.67% | — | — | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.61% | — | -0.26% | |
| 40 | ✓ | Invesco Developing Markets Fun | 股票-其他 | 0.56% | +0.55% | +9274.40% | |
| 41 | RY | Royal Bank Of Canada | 股票-金融 | 0.55% | — | — | |
| 42 | VBIAX | Vanguard Balanced Index-adm | 股票-其他 | 0.55% | — | — | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | — | -1.96% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.50% | — | -0.36% | |
| 45 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.50% | — | — | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.49% | +0.02% | — | |
| 47 | MO | Altria Group Inc | 股票-非周期性消费 | 0.47% | — | -0.50% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.46% | — | — | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | — | -0.31% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | — |
1–50 of 200
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
High Point Bank & Trust Co 在 2016-12-31 最显著的持仓异动： 清仓: High Point Bank Corporation; 新建仓: Doubleline Ttl Rtrn Bnd-i (DBLTX); 新建仓: Lazard US High Yield-i (LZHYX); 清仓: Stable Value Funds Held at MG Trust; 清仓: Piedmont Realty Trust, Inc. (PDM).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Bnc Bancorp | +18.5% | +7256.42% | 加仓 |
| 2 | BIV | Vanguard Intermediate-term B | +5.5% | +11141.29% | 加仓 |
| 3 | VO | Vanguard Mid-cap ETF | +2.2% | +364.34% | 加仓 |
| 4 | ICEIX | Nomra International Core-ins | +1.8% | +51899.85% | 加仓 |
| 5 | EIBLX | Eaton Vance Fltng Rate-i | +0.8% | +5095.24% | 加仓 |
| 6 | ✓ | Invesco Developing Markets Fun | +0.6% | +9274.40% | 加仓 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.5% | +16.53% | 加仓 |
| 8 | RHI | Robert Half Inc | +0.4% | — | 不变 |
| 9 | LMT | Lockheed Martin CORP | +0.3% | — | 不变 |
| 10 | CMCSA | Comcast Corp-class A | +0.2% | -13.75% | 减仓 |
| 11 | BBTUSD | Bb&t CORP | +0.2% | -8.57% | 减仓 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | 不变 |
| 13 | CVX | Chevron CORP | +0.2% | -4.76% | 减仓 |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | — | 不变 |
| 15 | LNC | Lincoln National CORP | +0.1% | — | 不变 |
| 16 | PM | Philip Morris International | +0.1% | -0.18% | 减仓 |
| 17 | PEP | Pepsico Inc | +0.1% | -6.82% | 减仓 |
| 18 | CL | Colgate-palmolive Co | 0% | — | 不变 |
| 19 | PFE | Pfizer Inc | 0% | -15.28% | 减仓 |
| 20 | VEU | Vanguard Ftse All-world Ex-u | 0% | -15.99% | 减仓 |
| 21 | PFF | Ishares Preferred & Income S | -0.1% | -42.85% | 减仓 |
| 22 | AMLPUSD | Alerian Mlp ETF | -0.1% | -90.73% | 减仓 |
| 23 | ✓ | PowerShares CEF Income Composite | -0.1% | -99.06% | 减仓 |
| 24 | IDV | Ishares International Select | -0.1% | -99.18% | 减仓 |
| 25 | ✓ | Powershares ETF Tr Ii | -0.2% | -70.27% | 减仓 |
| 26 | IWM | Ishares Russell 2000 ETF | -0.3% | -40.12% | 减仓 |
| 27 | IJH | Ishares Core S&p Midcap ETF | -0.5% | -36.02% | 减仓 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.7% | -43.13% | 减仓 |
| 29 | ✓ | Blkrck Strat Incm Opp I | -0.8% | -50.17% | 减仓 |
| 30 | BIICX | Blckrck Multi-asst Inc-i | -0.9% | -61.18% | 减仓 |
| 31 | MWCIX | Tcw Metwest Unconstr Bnd-i | -0.9% | -47.07% | 减仓 |
| 32 | MIJFX | Matthews Japan Fund-inst | -1.1% | -53.92% | 减仓 |
| 33 | ✓ | Aqr Multi Strgy Alternative Cl | -1.1% | -53.99% | 减仓 |
| 34 | PIMIX | Pimco Income Fund-ins | -1.2% | -56.95% | 减仓 |
| 35 | USMV | Ishares Msci USA Min Vol Fac | -1.2% | -51.27% | 减仓 |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | -1.3% | -55.65% | 减仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.6% | -34.65% | 减仓 |
| 38 | EZU | Ishares Msci Eurozone ETF | -2.5% | -99.93% | 减仓 |
| 39 | MIPTX | Matthews Pacific Tiger-inst | -3% | -98.98% | 减仓 |
| 40 | ✓ | High Point Bank Corporation | — | EXIT | 清仓 |
| 41 | DBLTX | Doubleline Ttl Rtrn Bnd-i | — | NEW | 新建仓 |
| 42 | LZHYX | Lazard US High Yield-i | — | NEW | 新建仓 |
| 43 | ✓ | Stable Value Funds Held at MG Trust | — | EXIT | 清仓 |
| 44 | PDM | Piedmont Realty Trust, Inc. | — | EXIT | 清仓 |
| 45 | APO | Apollo Global Management, Inc. | — | NEW | 新建仓 |
| 46 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新建仓 |
| 47 | SETMX | Columbia Intrm Dur Muni-i | — | NEW | 新建仓 |
| 48 | ✓ | *Acme-McCrary Corporation | — | EXIT | 清仓 |
| 49 | APO | Apollo Global Management, Inc. | — | EXIT | 清仓 |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | 清仓 |
申报历史
FAQ
High Point Bank & Trust Co 是什么机构？属于哪种投资人类型？
High Point Bank & Trust Co 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2016-12-31），该机构追踪的股票投资组合估值约为 US$3.1亿，分布在 547 个已申报仓位之中。
High Point Bank & Trust Co 目前前几大持股有哪些？
根据最新 13F 申报，High Point Bank & Trust Co 按市值排列的前几大持股为：
1. Bnc Bancorp — US$5885.6万 (18.7%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2060.3万 (6.5%)
3. Vanguard Intermediate-term B (BIV) — US$1741.5万 (5.5%)
4. Comcast Corp-class A (CMCSA) — US$956.0万 (3.0%)
5. Doubleline Ttl Rtrn Bnd-i (DBLTX) — US$949.4万 (3.0%)
High Point Bank & Trust Co 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，High Point Bank & Trust Co 共进行了 44 项显著调整：新建仓 5 个仓位、加仓 7 个既有持股、减仓 26 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：清仓: High Point Bank Corporation; 新建仓: Doubleline Ttl Rtrn Bnd-i (DBLTX); 新建仓: Lazard US High Yield-i (LZHYX); 清仓: Stable Value Funds Held at MG Trust; 清仓: Piedmont Realty Trust, Inc. (PDM)
High Point Bank & Trust Co 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，High Point Bank & Trust Co 的主要板块分布如下：
• Communication Services: 27.4%
• Health Care: 16.1%
• Financials: 12.8%
• Consumer Staples: 12.1%
• Information Technology: 10.4%
• Energy: 9.3%
投资风格解析
High Point Bank & Trust Co的持仓风格高度分散、交易频繁。
过去 4 个季度，该机构的换手率评分从 29 升至 82，交易变得更为活跃。
过去两个季度，该机构持续加码 BNC BANCORP（+US$5828.6万，现达 US$5885.6万），同时减持 MIPTX（-US$1126.8万，仍持有 US$10.2万）。
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开发者访问
以编程方式访问 High Point Bank & Trust Co 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/high-point-bank-trust-coCLI 命令
npx alphasmo institutions get high-point-bank-trust-co