FB
Finward Bancorp
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 182
Finward Bancorp在最新一期 13F 报告中披露了 182 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 12.1%。
机构性格雪花图
- 集中度
- 10.33
- 持仓稳定性
- 12.07
- 动能／逆势
- 100
- 行业集中度
- 42.12
- 多样化
- 100
- 仓位均衡度
- 86.95
近期动向
减仓 MSFT
+0.1% -US$191.3万
加仓 SKOR
+13.7% US$89.8万
减仓 TQQQ
0.0% -US$79.2万
减仓 VUG
-3.5% -US$80.7万
减仓 SPXL
0.0% -US$62.9万
减仓 COST
-67.4% -US$47.9万
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 104 大持股（共 182 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 | SKOR | Flexshares Credit-scored US | ETF-其他 | 6.43% | +0.88% | +13.73% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.07% | — | +4.43% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 5.13% | +0.34% | +1.40% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.01% | -1.34% | +0.12% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.08% | -0.51% | -3.55% | |
| 6 | FNWD | Finward Bancorp | 股票-其他 | 3.82% | — | -3.47% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.64% | -0.21% | -1.71% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.48% | +0.01% | +3.64% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股与成长 | 2.60% | -0.41% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.43% | +0.20% | +8.18% | |
| 11 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 2.41% | -0.12% | -2.00% | |
| 12 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 2.39% | -0.55% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.06% | +0.36% | -0.08% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 1.88% | -0.15% | +0.74% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.68% | — | -2.79% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.60% | -0.04% | +1.85% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 1.55% | — | -0.65% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | -0.10% | -0.24% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.54% | — | +0.19% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.35% | — | -5.56% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.28% | +0.17% | +15.97% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.25% | -0.13% | -4.51% | |
| 23 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.19% | +0.15% | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.14% | +0.10% | +2.78% | |
| 25 | ABBV | Abbvie INC | 股票-医疗保健 | 1.12% | -0.04% | -1.83% | |
| 26 | NI | Nisource INC | 股票-公用事业 | 1.05% | +0.13% | -0.35% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | +0.12% | +7.35% | |
| 28 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.99% | — | -4.44% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | +0.09% | -0.44% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | -0.08% | -1.97% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.26% | -1.92% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.86% | — | — | |
| 33 | WELL | Welltower INC | 股票-房地产 | 0.79% | — | -2.45% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.77% | +0.21% | +29.68% | |
| 35 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.76% | — | -7.11% | |
| 36 | ETR | Entergy CORP | 股票-公用事业 | 0.76% | +0.15% | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.71% | -0.06% | -2.55% | |
| 38 | DTE | Dte Energy Company | 股票-公用事业 | 0.70% | +0.10% | — | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.64% | +0.10% | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.63% | — | -0.20% | |
| 41 | DUK | Duke Energy CORP | 股票-公用事业 | 0.62% | +0.08% | — | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.09% | -2.49% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | -0.35% | -34.32% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.56% | — | -0.77% | |
| 45 | BP | Bp Plc-spons Adr | 股票-能源 | 0.54% | +0.15% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | — | — | |
| 47 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | +0.10% | -0.77% | |
| 48 | SO | Southern Co/the | 股票-公用事业 | 0.51% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | — | -0.41% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | -0.05% | — |
1–50 of 104
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
本季持股变动
Finward Bancorp 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Danaher CORP (DHR); 新建仓: Bristol-myers Squibb Co (BMY); 清仓: Ishares Russell 1000 Growth (IWF).
FAQ
Finward Bancorp 是什么机构？属于哪种投资人类型？
Finward Bancorp 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（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.3亿，分布在 182 个已申报仓位之中。
Finward Bancorp 目前前几大持股有哪些？
根据最新 13F 申报，Finward Bancorp 按市值排列的前几大持股为：
1. Flexshares Credit-scored US (SKOR) — US$804.9万 (6.4%)
2. Vanguard S&p 500 ETF (VOO) — US$759.9万 (6.1%)
3. Ss Spdr Bb Conv Sec ETF (CWB) — US$641.9万 (5.1%)
4. Microsoft CORP (MSFT) — US$627.2万 (5.0%)
5. Vanguard Growth ETF (VUG) — US$510.5万 (4.1%)
Finward Bancorp 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Finward Bancorp 共进行了 38 项显著调整：新建仓 4 个仓位、加仓 12 个既有持股、减仓 18 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: AstraZeneca PLC (AZN); 清仓: Astrazeneca Plc-spons Adr (AZNN); 清仓: Danaher CORP (DHR); 新建仓: Bristol-myers Squibb Co (BMY); 清仓: Ishares Russell 1000 Growth (IWF)
Finward Bancorp 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，Finward Bancorp 的主要板块分布如下：
• Information Technology: 27.2%
• Health Care: 14.1%
• Utilities: 12.4%
• Consumer Staples: 9.0%
• Financials: 8.7%
• Consumer Discretionary: 7.5%