SF

Simmons First Trust Co NA

分散型投资策略趋势追踪型高频交易型

申报总市值

US$8.8亿

申报季度: 2015-12-31 · 持股只数: 589

SIMMONS FIRST TRUST CO NA在最新一期 13F 报告中披露了 589 项持股，申报期为 2015-12-31，总持股市值约为 US$8.8亿，季度换手率为 77.8%。

机构性格雪花图

集中度
12.49
持仓稳定性
77.83
动能／逆势
100
行业集中度
39.46
多样化
100
仓位均衡度
71.79

近期动向

  • 减仓 SFNC

    +3.3%　US$903.6万

  • 加仓 SDY

    +764.3%　US$993.8万

  • 减仓 VV

    +45.8%　US$573.9万

  • 加仓 VO

    +214.1%　US$1338.9万

  • 减仓 SPY

    +74.4%　US$1472.1万

  • 减仓 VWO

    +73.2%　US$792.6万

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 286 大持股（共 589 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
1SFNCSimmons First Natl Corp-cl A股票-其他10.73%-10.53%+3.25%
2JKHYJack Henry & Associates INC股票-科技9.26%+9.26%NEW
3ORLYO'reilly Automotive INC股票-周期性消费6.13%+6.13%NEW
4SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.65%-0.66%+74.42%
5VEAVanguard Ftse Developed ETFETF-其他3.34%-0.58%+81.24%
6IJRIshares Core S&p Small-cap EETF-中小型股2.34%+2.34%NEW
7VOVanguard Mid-cap ETFETF-其他2.21%+0.71%+214.10%
8VWOVanguard Ftse Emerging MarkeETF-新兴市场2.18%-0.61%+73.15%
9VVVanguard Large-cap ETFETF-其他1.85%-0.77%+45.76%
10EFAIshares Msci Eafe ETFETF-其他1.60%+0.18%+141.03%
11VFIDXVanguard I/t Invest Grd-adm股票-其他1.55%+1.55%NEW
12VIVIXVanguard Value Index-inst股票-其他1.30%—-8.76%
13VIGIXVanguard Growth Index-inst股票-其他1.30%—-9.21%
14SDYSs Spdr S&p Dividend ETFETF-其他1.28%+0.96%+764.32%
15XOMExxon Mobil CORP股票-能源1.06%-0.02%+104.93%
16HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投资级债0.96%—+14.74%
17TAt&t INC股票-通信服务0.95%-0.01%+104.54%
18IJHIshares Core S&p Midcap ETFETF-其他0.92%+0.92%NEW
19✓ Charles Schwab股票-其他0.90%——
20INTCIntel CORP股票-科技0.83%+0.11%+119.93%
21VZVerizon Communications INC股票-通信服务0.82%+0.03%+114.75%
22TGBAXTempleton Global Bond-adv股票-其他0.82%—-1.22%
23VNQVanguard Real Estate ETFETF-其他0.82%+0.82%NEW
24VUGVanguard Growth ETFETF-其他0.78%—+24.34%
25FETXXFidelity Inv Tax Exmpt-iii股票-其他0.76%—-4.21%
26MSFTMicrosoft CORP股票-科技0.64%+0.37%+311.66%
27VTVVanguard Value ETFETF-其他0.64%—-2.81%
28CSCOCisco Systems INC股票-科技0.60%-0.19%+60.52%
29PEPPepsico INC股票-非周期性消费0.57%+0.32%+376.79%
30PFEPfizer INC股票-医疗保健0.56%—+50.36%
31WMTWalmart INC股票-非周期性消费0.56%-0.14%+84.78%
32JPMJpmorgan Chase & Co股票-金融0.54%+0.13%+166.90%
33KMBKimberly-clark CORP股票-非周期性消费0.53%-0.07%+66.36%
34JNJJohnson & Johnson股票-医疗保健0.53%+0.14%+171.58%
35KOCoca-cola Co/the股票-非周期性消费0.52%-0.09%+73.80%
36MRKMerck & Co. INC.股票-医疗保健0.51%+0.04%+123.51%
37BIVVanguard Intermediate-term BETF-其他0.51%—-2.07%
38NGREXNorthern Glbl Rl Est Indx股票-其他0.50%+0.31%+440.83%
39XLKSs Technology Select SectorETF-科技型0.49%—+9.78%
40MINTPimco Enhanced Short MaturitETF-其他0.47%—-2.30%
41XLFSs Financial Select SectorETF-其他0.47%—-12.34%
42WFCWells Fargo & Co股票-金融0.46%-0.01%+102.40%
43PGProcter & Gamble Co/the股票-非周期性消费0.46%—+64.23%
44BACBank Of America CORP股票-金融0.44%+0.27%+430.88%
45DVYIshares Select Dividend ETFETF-其他0.44%—+57.01%
46VMGMXVanguard M/c Grow Indx-adm股票-其他0.44%—-6.00%
47QNDXState Street SPDR Portfolio Nasdaq 100 ETFETF-科技型0.43%+0.02%+142.14%
48TGTTarget CORP股票-周期性消费0.43%—+46.67%
49VMVAXVanguard M/c Val Indx-adm股票-其他0.42%—-6.28%
50AEPAmerican Electric Power Company, Inc.股票-公用事业0.42%—+51.93%
1–50 of 286

本季持股变动

Simmons First Trust Co NA 在 2015-12-31 最显著的持仓异动： 新建仓: Jack Henry & Associates INC (JKHY); 新建仓: O'reilly Automotive INC (ORLY); 新建仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Vanguard I/t Invest Grd-adm (VFIDX); 新建仓: Ishares Core S&p Midcap ETF (IJH).

Simmons First Trust Co NA 于截至 2015-12-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SDYSs Spdr S&p Dividend ETF+1%+764.32%加仓
2VOVanguard Mid-cap ETF+0.7%+214.10%加仓
3MSFTMicrosoft CORP+0.4%+311.66%加仓
4UTXZUnited Tech CORP+0.3%+1462.34%加仓
5PEPPepsico INC+0.3%+376.79%加仓
6NGREXNorthern Glbl Rl Est Indx+0.3%+440.83%加仓
7BACBank Of America CORP+0.3%+430.88%加仓
8HDHome Depot INC+0.2%+828.81%加仓
9LOWLowe's Cos INC+0.2%+262.89%加仓
10EFAIshares Msci Eafe ETF+0.2%+141.03%加仓
11✓ +0.2%+505.17%加仓
12JNJJohnson & Johnson+0.1%+171.58%加仓
13✓ +0.1%+275.02%加仓
14JPMJpmorgan Chase & Co+0.1%+166.90%加仓
15INTCIntel CORP+0.1%+119.93%加仓
16BABoeing Co/the+0.1%+138.20%加仓
17MRKMerck & Co. INC.0%+123.51%加仓
18VZVerizon Communications INC0%+114.75%加仓
19QNDXState Street SPDR Portfolio Nasdaq 100 ETF0%+142.14%加仓
20TAt&t INC0%+104.54%加仓
21WFCWells Fargo & Co0%+102.40%加仓
22XOMExxon Mobil CORP0%+104.93%加仓
23KMBKimberly-clark CORP-0.1%+66.36%加仓
24KOCoca-cola Co/the-0.1%+73.80%加仓
25WMTWalmart INC-0.1%+84.78%加仓
26CSCOCisco Systems INC-0.2%+60.52%加仓
27VEAVanguard Ftse Developed ETF-0.6%+81.24%加仓
28VWOVanguard Ftse Emerging Marke-0.6%+73.15%加仓
29SPYSs Spdr S&p 500 ETF Trust-us-0.7%+74.42%加仓
30VVVanguard Large-cap ETF-0.8%+45.76%加仓
31SFNCSimmons First Natl Corp-cl A-10.5%+3.25%加仓
32JKHYJack Henry & Associates INC—NEW新建仓
33ORLYO'reilly Automotive INC—NEW新建仓
34IJRIshares Core S&p Small-cap E—NEW新建仓
35VFIDXVanguard I/t Invest Grd-adm—NEW新建仓
36IJHIshares Core S&p Midcap ETF—NEW新建仓
37VNQVanguard Real Estate ETF—NEW新建仓
38IWMIshares Russell 2000 ETF—NEW新建仓
39AMZNAmazon.com INC—NEW新建仓
40EEMIshares Msci Emerging Market—NEW新建仓
41TEVATeva Pharmaceutical-sp Adr—NEW新建仓
42METAMeta Platforms Inc-class A—NEW新建仓
43IVVIshares Core S&p 500 ETF—NEW新建仓
44CELGCelgene CORP—NEW新建仓
45CTSHCognizant Tech Solutions-a—NEW新建仓
46ORCLOracle CORP—NEW新建仓
47GILDGilead Sciences INC—NEW新建仓
48AMLPUSDAlerian Mlp ETF—NEW新建仓
49DDominion Energy INC—NEW新建仓
50GSGoldman Sachs Group INC—NEW新建仓

FAQ

Simmons First Trust Co NA 是什么机构？属于哪种投资人类型？
Simmons First Trust Co NA 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（2015-12-31），该机构追踪的股票投资组合估值约为 US$8.8亿，分布在 589 个已申报仓位之中。
Simmons First Trust Co NA 目前前几大持股有哪些？
根据最新 13F 申报，Simmons First Trust Co NA 按市值排列的前几大持股为： 1. Simmons First Natl Corp-cl A (SFNC) — US$9394.9万 (10.7%) 2. Jack Henry & Associates INC (JKHY) — US$8104.5万 (9.3%) 3. O'reilly Automotive INC (ORLY) — US$5362.1万 (6.1%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3192.7万 (3.6%) 5. Vanguard Ftse Developed ETF (VEA) — US$2924.7万 (3.3%)
Simmons First Trust Co NA 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Simmons First Trust Co NA 主要以增持为主——新建仓 19 个仓位，并对 31 个既有持股进行加仓。 其中幅度最大的异动：新建仓: Jack Henry & Associates INC (JKHY); 新建仓: O'reilly Automotive INC (ORLY); 新建仓: Ishares Core S&p Small-cap E (IJR); 新建仓: Vanguard I/t Invest Grd-adm (VFIDX); 新建仓: Ishares Core S&p Midcap ETF (IJH)
Simmons First Trust Co NA 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，Simmons First Trust Co NA 的主要板块分布如下： • Information Technology: 16.7% • Health Care: 15.7% • Financials: 14.4% • Communication Services: 13.2% • Consumer Staples: 12.9% • Consumer Discretionary: 9.8%