WB

West Bancorporation INC

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$2.0亿

申报季度: 2026-03-31 · 持股只数: 98

WEST BANCORPORATION INC在最新一期 13F 报告中披露了 98 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 13.2%。

机构性格雪花图

集中度
15.42
持仓稳定性
13.16
动能／逆势
100
行业集中度
62.31
多样化
100
仓位均衡度
83.24

近期动向

  • 加仓 VYMI

    +25.1%　US$296.7万

  • 加仓 VYM

    +19.4%　US$247.3万

  • 减仓 MSFT

    -0.7%　-US$107.3万

  • 加仓 IWR

    +18.1%　US$166.4万

  • 减仓 BAM

    0.0%　-US$73.9万

  • 加仓 IWD

    +9.4%　US$156.3万

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

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IWFIshares Russell 1000 GrowthETF-其他7.85%+0.18%+19.36%
2IWDIshares Russell 1000 Value EETF-其他7.80%+0.43%+9.38%
3VYMVanguard High Dvd Yield ETFETF-其他6.54%+0.96%+19.43%
4VYMIVanguard Int High Dvd Yld InETF-其他6.26%+1.24%+25.05%
5VOOVanguard S&p 500 ETFETF-大型股与成长5.21%-0.35%+3.24%
6IWRIshares Russell Mid-cap ETFETF-其他5.15%+0.62%+18.05%
7WTBAWest Bancorporation股票-其他4.96%+0.06%-0.81%
8IVVIshares Core S&p 500 ETFETF-大型股与成长4.34%-0.39%+0.89%
9SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长4.11%-0.42%—
10VUGVanguard Growth ETFETF-其他3.39%-0.10%+14.04%
11VBVanguard Small-cap ETFETF-其他3.09%—+3.62%
12VEAVanguard Ftse Developed ETFETF-其他2.75%+0.03%+3.41%
13VOVanguard Mid-cap ETFETF-其他2.29%+0.40%+28.66%
14AAPLApple INC股票-科技2.17%-0.24%+0.95%
15BAMBrookfield Asset Mgmt-a股票-金融2.06%-0.50%—
16QQQInvesco Qqq Trust Series 1ETF-科技型1.74%-0.21%—
17MSFTMicrosoft CORP股票-科技1.70%-0.64%-0.70%
18VTVVanguard Value ETFETF-其他1.53%—+2.46%
19VEUVanguard Ftse All-world Ex-uETF-其他1.50%+0.26%+23.67%
20IWMIshares Russell 2000 ETFETF-中小型股1.37%—-5.34%
21ACWIIshares Msci Acwi ETFETF-其他1.23%+0.05%+11.90%
22VIGVanguard Dividend Apprec ETFETF-其他1.04%-0.25%-13.55%
23JPMJpmorgan Chase & Co股票-金融0.97%-0.30%-12.01%
24GOOGAlphabet Inc-cl C股票-通信服务0.91%-0.14%-0.08%
25SCHDSchwab US Dvd Equity ETFETF-其他0.83%+0.03%-1.93%
26NVDANvidia CORP股票-科技0.73%—+0.14%
27IEFAIshares Core Msci Eafe ETFETF-其他0.73%—-6.27%
28COSTCostco Wholesale CORP股票-非周期性消费0.65%+0.06%-0.08%
29AMZNAmazon.com INC股票-周期性消费0.61%-0.10%-0.38%
30METAMeta Platforms Inc-class A股票-通信服务0.54%-0.11%-0.16%
31ABBVAbbvie INC股票-医疗保健0.54%—-1.50%
32MCDMcdonald's CORP股票-周期性消费0.52%—-1.72%
33WMTWalmart INC股票-非周期性消费0.52%+0.05%+4.87%
34ADXAdams Diversified Equity股票-其他0.51%——
35PFGPrincipal Financial Group股票-金融0.48%——
36SOSouthern Co/the股票-公用事业0.47%+0.09%+18.48%
37RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.42%+0.17%+75.64%
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.40%——
39RPGInvesco S&p 500 Pure GrowthETF-大型股与成长0.40%——
40WFCWells Fargo & Co股票-金融0.39%——
41ROSTRoss Stores INC股票-周期性消费0.37%——
42PEPPepsico INC股票-非周期性消费0.36%—-13.42%
43VOOVVanguard S&p 500 Value ETFETF-大型股与成长0.35%——
44JEPIJpmorgan Equity Premium IncoETF-其他0.34%—-2.85%
45CSCOCisco Systems INC股票-科技0.32%—-17.47%
46ITOTIshares Core S&p Total U.s.ETF-其他0.32%—-0.99%
47LLYEli Lilly & Co股票-医疗保健0.31%-0.09%-6.16%
48PRFInvesco Rafi US 1000 ETFETF-其他0.31%——
49VOTVanguard Mid-cap Growth ETFETF-其他0.30%——
50PFEPfizer INC股票-医疗保健0.28%—-7.38%
1–50 of 98

本季持股变动

West Bancorporation INC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Small-cap Value ETF (VBR); 新建仓: Broadcom INC (AVGO); 新建仓: Ishares Russell Mid-cap Valu (IWS); 清仓: First Trust Enhan Eqty INC (FFA); 新建仓: Emerson Electric Co (EMR).

West Bancorporation INC 于截至 2026-03-31 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
1VYMIVanguard Int High Dvd Yld In+1.2%+25.05%加仓
2VYMVanguard High Dvd Yield ETF+1%+19.43%加仓
3IWRIshares Russell Mid-cap ETF+0.6%+18.05%加仓
4IWDIshares Russell 1000 Value E+0.4%+9.38%加仓
5VOVanguard Mid-cap ETF+0.4%+28.66%加仓
6VEUVanguard Ftse All-world Ex-u+0.3%+23.67%加仓
7IWFIshares Russell 1000 Growth+0.2%+19.36%加仓
8RSPInvesco S&p 500 Equal Weight+0.2%+75.64%加仓
9XOMExxon Mobil CORP+0.1%+27.40%加仓
10SOSouthern Co/the+0.1%+18.48%加仓
11CVXChevron CORP+0.1%+13.83%加仓
12WTBAWest Bancorporation+0.1%-0.81%减仓
13COSTCostco Wholesale CORP+0.1%-0.08%减仓
14FASTFastenal Co+0.1%+16.76%加仓
15ACWIIshares Msci Acwi ETF+0.1%+11.90%加仓
16WMTWalmart INC+0.1%+4.87%加仓
17VEAVanguard Ftse Developed ETF0%+3.41%加仓
18SCHDSchwab US Dvd Equity ETF0%-1.93%减仓
19VBVanguard Small-cap ETF—+3.62%加仓
20VTVVanguard Value ETF—+2.46%加仓
21LLYEli Lilly & Co-0.1%-6.16%减仓
22VUGVanguard Growth ETF-0.1%+14.04%加仓
23AMZNAmazon.com INC-0.1%-0.38%减仓
24METAMeta Platforms Inc-class A-0.1%-0.16%减仓
25GOOGAlphabet Inc-cl C-0.1%-0.08%减仓
26QQQInvesco Qqq Trust Series 1-0.2%—不变
27AAPLApple INC-0.2%+0.95%加仓
28VIGVanguard Dividend Apprec ETF-0.3%-13.55%减仓
29JPMJpmorgan Chase & Co-0.3%-12.01%减仓
30VOOVanguard S&p 500 ETF-0.4%+3.24%加仓
31IVVIshares Core S&p 500 ETF-0.4%+0.89%加仓
32SPYSs Spdr S&p 500 ETF Trust-us-0.4%—不变
33BAMBrookfield Asset Mgmt-a-0.5%—不变
34MSFTMicrosoft CORP-0.6%-0.70%减仓
35VBRVanguard Small-cap Value ETF—NEW新建仓
36AVGOBroadcom INC—NEW新建仓
37IWSIshares Russell Mid-cap Valu—NEW新建仓
38FFAFirst Trust Enhan Eqty INC—EXIT清仓
39EMREmerson Electric Co—NEW新建仓
40CASYCasey's General Stores INC—NEW新建仓
41VDEVanguard Energy ETF—NEW新建仓
42EOGEog Resources INC—NEW新建仓
43NOWServicenow INC—EXIT清仓
44TSCOTractor Supply Company—EXIT清仓
45INTUIntuit INC—EXIT清仓
46SPGIS&p Global INC—EXIT清仓
47CDNSCadence Design Sys INC—EXIT清仓
48VFHVanguard Financials ETF—EXIT清仓
49XLISs Industrial Select Sector—NEW新建仓
50DISWalt Disney Co/the—EXIT清仓

FAQ

West Bancorporation INC 是什么机构？属于哪种投资人类型？
West Bancorporation INC 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$2.0亿，分布在 98 个已申报仓位之中。
West Bancorporation INC 目前前几大持股有哪些？
根据最新 13F 申报，West Bancorporation INC 按市值排列的前几大持股为： 1. Ishares Russell 1000 Growth (IWF) — US$1573.7万 (7.8%) 2. Ishares Russell 1000 Value E (IWD) — US$1562.6万 (7.8%) 3. Vanguard High Dvd Yield ETF (VYM) — US$1311.4万 (6.5%) 4. Vanguard Int High Dvd Yld In (VYMI) — US$1255.7万 (6.3%) 5. Vanguard S&p 500 ETF (VOO) — US$1044.5万 (5.2%)
West Bancorporation INC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，West Bancorporation INC 共进行了 47 项显著调整：新建仓 8 个仓位、加仓 21 个既有持股、减仓 10 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Vanguard Small-cap Value ETF (VBR); 新建仓: Broadcom INC (AVGO); 新建仓: Ishares Russell Mid-cap Valu (IWS); 清仓: First Trust Enhan Eqty INC (FFA); 新建仓: Emerson Electric Co (EMR)
West Bancorporation INC 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，West Bancorporation INC 的主要板块分布如下： • Information Technology: 37.0% • Financials: 13.8% • Consumer Staples: 12.9% • Communication Services: 12.6% • Health Care: 10.8% • Consumer Discretionary: 7.6%