LB
Landmark Bank SEC 13F 历史申报与持仓存档（Q4 2019）
Landmark BankCIK: 0001745164
高频交易型集中型投资策略逆势操作型
申报总市值
US$4.4亿
申报季度: 2019-12-31 · 持股只数: 177
Landmark Bank在最新一期 13F 报告中披露了 177 项持股，申报期为 2019-12-31，总持股市值约为 US$4.4亿，季度换手率为 98.6%。
机构性格雪花图
- 集中度
- 100
- 持仓稳定性
- 98.58
- 动能倾向
- 0
- 行业集中度
- 43.32
- 多样化
- 100
- 仓位均衡度
- 37.09
Landmark Bank 目前披露的持仓，Herfindahl 集中度指数为 0.418——换算下来相当于约 2 个等权重仓位，明显低于其实际披露的 177 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 6.29），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向以较大规模建立新仓位，而非加仓既有持股（倾斜幅度为 15.3 个百分点）——这种模式较符合逆势、押注新标的的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 17%；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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减仓 VNQ
-3.7% -US$39.1万
减仓 VEA
-5.7% US$7.7万
减仓 HD
-5.8% -US$68.8万
减仓 WMT
-5.1% -US$28.4万
减仓 GWX
-5.2% US$15.8万
减仓 VWO
-5.8% US$20.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 96 大持股（共 177 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 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 64.46% | +64.46% | NEW | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.05% | -4.04% | -3.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.50% | -2.74% | -5.66% | |
| 4 | GWX | State Street Spdr S&p Intern | ETF-其他 | 1.35% | -2.39% | -5.24% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 1.22% | -2.45% | -5.11% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 1.22% | -2.69% | -5.76% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.20% | -2.08% | -5.77% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -1.88% | -7.86% | |
| 9 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.02% | -1.80% | -6.74% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -1.62% | -7.43% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | -1.41% | -4.99% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 0.94% | -1.79% | -2.96% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.94% | -1.61% | -5.64% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | -1.46% | -6.52% | |
| 15 | MCHP | Microchip Technology Inc | 股票-科技 | 0.83% | -1.40% | -5.72% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 0.81% | -1.40% | -6.80% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | — | -5.12% | |
| 18 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.73% | -1.29% | -6.01% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.73% | -1.21% | -5.12% | |
| 20 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.68% | -1.31% | -2.33% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | -1.35% | -5.46% | |
| 22 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.66% | -1.28% | -5.64% | |
| 23 | ENR | Energizer Holdings Inc | 股票-其他 | 0.65% | -1.06% | -5.74% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | -1.16% | -6.92% | |
| 25 | UTXZ | United Tech CORP | 股票-其他 | 0.62% | -1.09% | -6.04% | |
| 26 | ITT | Itt Inc | 股票-工业 | 0.62% | -0.93% | -6.34% | |
| 27 | CB | Chubb Limited | 股票-金融 | 0.59% | -1.25% | -5.67% | |
| 28 | DFSEUR | Discover Financial Services | 股票-其他 | 0.58% | — | -5.66% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | -1.17% | -4.22% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | — | -7.49% | |
| 31 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.53% | — | -7.91% | |
| 32 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.53% | — | -4.73% | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.51% | -0.82% | -5.21% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | -0.88% | -6.06% | |
| 35 | CMI | Cummins Inc | 股票-工业 | 0.46% | -0.80% | -5.58% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.46% | -0.94% | -6.57% | |
| 37 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.38% | -0.81% | -5.24% | |
| 38 | OBK | Origin Bancorp Inc | 股票-其他 | 0.35% | -0.54% | — | |
| 39 | ECL | Ecolab Inc | 股票-原材料 | 0.32% | -0.68% | -5.40% | |
| 40 | AMT | American Tower CORP | 股票-房地产 | 0.32% | — | -5.84% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.32% | -0.53% | -5.69% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.32% | -0.51% | +0.97% | |
| 43 | BEN | Franklin Resources Inc | 股票-金融 | 0.27% | -0.63% | -3.91% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.20% | — | -7.68% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.15% | — | -5.91% | |
| 46 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.13% | — | — | |
| 47 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.12% | — | -2.24% | |
| 48 | AAPL | Apple Inc | 股票-科技 | 0.12% | -0.27% | -32.91% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.11% | -0.16% | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.11% | -0.24% | -4.65% |
1–50 of 96
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
Landmark Bank 在 2019-12-31 最显著的持仓异动： 新建仓: Simmons First Natl Corp-cl A (SFNC); 新建仓: Royal Caribbean Cruises Ltd. (RCL); 新建仓: Cvs Health CORP (CVS); 新建仓: Bristol-myers Squibb Co (BMY); 清仓: State Street Spdr S&p Midcap (MDY).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | -0.1% | -1.32% | 减仓 |
| 2 | MO | Altria Group Inc | -0.1% | -1.48% | 减仓 |
| 3 | LLY | Eli Lilly & Co | -0.1% | -0.78% | 减仓 |
| 4 | WRKUSD | Westrock Co | -0.1% | -1.24% | 减仓 |
| 5 | ABBV | Abbvie Inc | -0.2% | -0.56% | 减仓 |
| 6 | ICF | Ishares Select U.s. Reit ETF | -0.2% | -25.77% | 减仓 |
| 7 | CAT | Caterpillar Inc | -0.2% | — | 不变 |
| 8 | IBM | Intl Business Machines CORP | -0.2% | -4.65% | 减仓 |
| 9 | AAPL | Apple Inc | -0.3% | -32.91% | 减仓 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +0.97% | 加仓 |
| 11 | RIO | Rio Tinto Plc-spon Adr | -0.5% | -5.69% | 减仓 |
| 12 | OBK | Origin Bancorp Inc | -0.5% | — | 不变 |
| 13 | BEN | Franklin Resources Inc | -0.6% | -3.91% | 减仓 |
| 14 | ECL | Ecolab Inc | -0.7% | -5.40% | 减仓 |
| 15 | CMI | Cummins Inc | -0.8% | -5.58% | 减仓 |
| 16 | KMB | Kimberly-clark CORP | -0.8% | -5.24% | 减仓 |
| 17 | INTC | Intel CORP | -0.8% | -5.21% | 减仓 |
| 18 | GS | Goldman Sachs Group Inc | -0.9% | -6.06% | 减仓 |
| 19 | ITT | Itt Inc | -0.9% | -6.34% | 减仓 |
| 20 | MPC | Marathon Petroleum CORP | -0.9% | -6.57% | 减仓 |
| 21 | ENR | Energizer Holdings Inc | -1.1% | -5.74% | 减仓 |
| 22 | UTXZ | United Tech CORP | -1.1% | -6.04% | 减仓 |
| 23 | GOOGL | Alphabet Inc-cl A | -1.2% | -6.92% | 减仓 |
| 24 | CSCO | Cisco Systems Inc | -1.2% | -4.22% | 减仓 |
| 25 | JNJ | Johnson & Johnson | -1.2% | -5.12% | 减仓 |
| 26 | CB | Chubb Limited | -1.3% | -5.67% | 减仓 |
| 27 | GILD | Gilead Sciences Inc | -1.3% | -5.64% | 减仓 |
| 28 | TJX | Tjx Companies Inc | -1.3% | -6.01% | 减仓 |
| 29 | JKHY | Jack Henry & Associates Inc | -1.3% | -2.33% | 减仓 |
| 30 | PG | Procter & Gamble Co/the | -1.4% | -5.46% | 减仓 |
| 31 | MCHP | Microchip Technology Inc | -1.4% | -5.72% | 减仓 |
| 32 | KLAC | Kla CORP | -1.4% | -6.80% | 减仓 |
| 33 | BAC | Bank Of America CORP | -1.4% | -4.99% | 减仓 |
| 34 | JPM | Jpmorgan Chase & Co | -1.5% | -6.52% | 减仓 |
| 35 | TMO | Thermo Fisher Scientific Inc | -1.6% | -5.64% | 减仓 |
| 36 | META | Meta Platforms Inc-class A | -1.6% | -7.43% | 减仓 |
| 37 | CVX | Chevron CORP | -1.8% | -2.96% | 减仓 |
| 38 | DIS | Walt Disney Co/the | -1.8% | -6.74% | 减仓 |
| 39 | MSFT | Microsoft CORP | -1.9% | -7.86% | 减仓 |
| 40 | VWO | Vanguard Ftse Emerging Marke | -2.1% | -5.77% | 减仓 |
| 41 | GWX | State Street Spdr S&p Intern | -2.4% | -5.24% | 减仓 |
| 42 | WMT | Walmart Inc | -2.5% | -5.11% | 减仓 |
| 43 | HD | Home Depot Inc | -2.7% | -5.76% | 减仓 |
| 44 | VEA | Vanguard Ftse Developed ETF | -2.7% | -5.66% | 减仓 |
| 45 | VNQ | Vanguard Real Estate ETF | -4% | -3.65% | 减仓 |
| 46 | SFNC | Simmons First Natl Corp-cl A | — | NEW | 新建仓 |
| 47 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | 新建仓 |
| 48 | CVS | Cvs Health CORP | — | NEW | 新建仓 |
| 49 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 50 | MDY | State Street Spdr S&p Midcap | — | EXIT | 清仓 |
申报历史
FAQ
Landmark Bank 是什么机构？属于哪种投资人类型？
Landmark Bank 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（2019-12-31），该机构追踪的股票投资组合估值约为 US$4.4亿，分布在 177 个已申报仓位之中。
Landmark Bank 目前前几大持股有哪些？
根据最新 13F 申报，Landmark Bank 按市值排列的前几大持股为：
1. Simmons First Natl Corp-cl A (SFNC) — US$2.9亿 (64.5%)
2. Vanguard Real Estate ETF (VNQ) — US$910.0万 (2.0%)
3. Vanguard Ftse Developed ETF (VEA) — US$667.7万 (1.5%)
4. State Street Spdr S&p Intern (GWX) — US$598.8万 (1.4%)
5. Walmart Inc (WMT) — US$542.8万 (1.2%)
Landmark Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Landmark Bank 共进行了 48 项显著调整：新建仓 4 个仓位、加仓 1 个既有持股、减仓 42 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Simmons First Natl Corp-cl A (SFNC); 新建仓: Royal Caribbean Cruises Ltd. (RCL); 新建仓: Cvs Health CORP (CVS); 新建仓: Bristol-myers Squibb Co (BMY); 清仓: State Street Spdr S&p Midcap (MDY)
Landmark Bank 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，Landmark Bank 的主要板块分布如下：
• Health Care: 19.1%
• Financials: 17.1%
• Communication Services: 15.6%
• Information Technology: 14.1%
• Consumer Discretionary: 11.7%
• Consumer Staples: 11.4%
投资风格解析
Landmark Bank的持仓风格较为集中、交易频繁。
过去 4 个季度，该机构的集中度评分从 9 升至 100，显示其持仓正转向更少、更高确信度的部位。
过去两个季度，该机构持续加码 KLAC（+US$103.1万，现达 US$357.7万），同时减持 CSCO（-US$46.4万，仍持有 US$252.5万）。
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开发者访问
以编程方式访问 Landmark Bank 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/landmark-bankCLI 命令
npx alphasmo institutions get landmark-bank