SM
Southern Michigan Bank & Trust
分散型投资策略长期持有型
申报总市值
US$2.6亿
申报季度: 2026-03-31 · 持股只数: 424
SOUTHERN MICHIGAN BANK & TRUST在最新一期 13F 报告中披露了 424 项持股，申报期为 2026-03-31，总持股市值约为 US$2.6亿，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 33.02
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 55.02
- 多样化
- 100
- 仓位均衡度
- 41.62
近期动向
本季暂无持股变动
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 |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 17.24% | — | — | — |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 12.85% | — | — | — |
| 3 | SCHV | Schwab US Large-cap Value | ETF-其他 | 11.72% | — | — | — |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 11.52% | — | — | — |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.07% | — | — | — |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.89% | — | — | — |
| 7 | AAPL | Apple INC | 股票-科技 | 2.29% | — | — | — |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | — | — | — |
| 9 | ✓ | Armstrong Global Holding Inc. Series A | 股票-其他 | 1.84% | — | — | — |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.56% | — | — | — |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.48% | — | — | — |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.04% | — | — | — |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.97% | — | — | — |
| 14 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | — | — |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | — | — | — |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | — | — | — |
| 17 | CAT | Caterpillar INC | 股票-工业 | 0.63% | — | — | — |
| 18 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.61% | — | — | — |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | — | — | — |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | — | — | — |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | — | — | — |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.51% | — | — | — |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.47% | — | — | — |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.46% | — | — | — |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.44% | — | — | — |
| 26 | SYK | Stryker CORP | 股票-医疗保健 | 0.42% | — | — | — |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.40% | — | — | — |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.40% | — | — | — |
| 29 | NSC | Norfolk Southern CORP | 股票-工业 | 0.36% | — | — | — |
| 30 | MA | Mastercard INC - A | 股票-金融 | 0.36% | — | — | — |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.36% | — | — | — |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.34% | — | — | — |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | — | — | — |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.33% | — | — | — |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.32% | — | — | — |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.32% | — | — | — |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.30% | — | — | — |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.29% | — | — | — |
| 39 | CSCO | Cisco Systems INC | 股票-科技 | 0.29% | — | — | — |
| 40 | VUG | Vanguard Growth ETF | ETF-其他 | 0.27% | — | — | — |
| 41 | WMT | Walmart INC | 股票-非周期性消费 | 0.25% | — | — | — |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | — | — | — |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.25% | — | — | — |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.24% | — | — | — |
| 45 | CIEN | Ciena CORP | 股票-科技 | 0.22% | — | — | — |
| 46 | PEP | Pepsico INC | 股票-非周期性消费 | 0.20% | — | — | — |
| 47 | MO | Altria Group INC | 股票-非周期性消费 | 0.19% | — | — | — |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.19% | — | — | — |
| 49 | LMT | Lockheed Martin CORP | 股票-工业 | 0.18% | — | — | — |
| 50 | NOC | Northrop Grumman CORP | 股票-工业 | 0.17% | — | — | — |
1–50 of 424
本季持股变动
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
Southern Michigan Bank & Trust 是什么机构？属于哪种投资人类型？
Southern Michigan Bank & Trust 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$2.6亿，分布在 424 个已申报仓位之中。
Southern Michigan Bank & Trust 目前前几大持股有哪些？
根据最新 13F 申报，Southern Michigan Bank & Trust 按市值排列的前几大持股为：
1. Schwab US Large-cap Growth (SCHG) — US$4493.6万 (17.2%)
2. Vanguard Intermediate-term B (BIV) — US$3347.9万 (12.8%)
3. Schwab US Large-cap Value (SCHV) — US$3055.0万 (11.7%)
4. Ishares Intermediate Governm (GVI) — US$3002.4万 (11.5%)
5. Vanguard Mid-cap ETF (VO) — US$1842.5万 (7.1%)
Southern Michigan Bank & Trust 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 Southern Michigan Bank & Trust 的持仓并无明显异动，组合整体维持相对稳定。
Southern Michigan Bank & Trust 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，Southern Michigan Bank & Trust 的主要板块分布如下：
• Information Technology: 33.8%
• Communication Services: 13.5%
• Health Care: 13.4%
• Consumer Discretionary: 10.8%
• Consumer Staples: 9.2%
• Industrials: 8.1%