FB
Founders Bank & Trust
分散型投资策略趋势追踪型长期持有型
申报总市值
US$1.9亿
申报季度: 2014-12-31 · 持股只数: 481
FOUNDERS BANK & TRUST在最新一期 13F 报告中披露了 481 项持股，申报期为 2014-12-31，总持股市值约为 US$1.9亿，季度换手率为 16.4%。
机构性格雪花图
- 集中度
- 16.06
- 持仓稳定性
- 16.36
- 动能／逆势
- 100
- 行业集中度
- 54.08
- 多样化
- 100
- 仓位均衡度
- 63.21
近期动向
加仓 MINT
+161.4% US$1034.3万
减仓 DWX
-35.5% -US$447.4万
加仓 VEA
+36731.8% US$389.6万
减仓 VEU
-7.2% -US$123.1万
减仓 IVV
-1.7% US$54.3万
减仓 IGSB
+0.8% US$6.6万
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 361 大持股（共 481 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.41% | -0.48% | -1.70% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 8.82% | +5.20% | +161.39% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.12% | -0.20% | -0.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.11% | — | -4.30% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 5.11% | -0.08% | -0.14% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.91% | -1.03% | -7.16% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 4.84% | — | -3.72% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 4.81% | -0.30% | +0.82% | |
| 9 | DWX | State Street Spdr S&p Intern | ETF-其他 | 3.32% | -2.74% | -35.54% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.05% | +2.04% | +36731.79% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.96% | -0.08% | +2.83% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.69% | -0.04% | +2.16% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.63% | +0.01% | +6.07% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.44% | +0.03% | +1.87% | |
| 15 | PEP | Pepsico INC | 股票-非周期性消费 | 1.33% | — | +0.08% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.25% | -0.15% | -3.10% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 1.07% | -0.18% | -9.07% | |
| 18 | AIVI | Wisdomtree International Ai | ETF-其他 | 1.04% | -0.22% | -3.70% | |
| 19 | HD | Home Depot INC | 股票-周期性消费 | 0.98% | — | -5.97% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | -0.09% | -4.51% | |
| 21 | PFE | Pfizer INC | 股票-医疗保健 | 0.79% | — | -2.73% | |
| 22 | PAYX | Paychex INC | 股票-科技 | 0.78% | — | -3.08% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | +0.02% | +0.30% | |
| 24 | AEP | American Electric Power Company, Inc. | 股票-公用事业 | 0.68% | — | -1.23% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.64% | — | -0.72% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 0.63% | — | -3.91% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | — | -3.11% | |
| 28 | SYY | Sysco CORP | 股票-非周期性消费 | 0.58% | — | -3.78% | |
| 29 | MMM | 3m Co | 股票-工业 | 0.56% | — | -11.62% | |
| 30 | CLX | Clorox Company | 股票-非周期性消费 | 0.56% | — | -1.04% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.55% | -0.07% | -3.86% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | +0.03% | -1.11% | |
| 33 | O | Realty Income CORP | 股票-房地产 | 0.48% | +0.03% | -1.07% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.48% | — | +0.56% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.45% | -0.07% | -5.88% | |
| 36 | EBAY | Ebay INC | 股票-周期性消费 | 0.45% | -0.06% | -4.95% | |
| 37 | AFL | Aflac INC | 股票-金融 | 0.43% | — | -7.14% | |
| 38 | WMT | Walmart INC | 股票-非周期性消费 | 0.43% | — | -5.76% | |
| 39 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 0.40% | +0.40% | NEW | |
| 40 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.40% | — | — | |
| 41 | AEP | American Electric Power | 股票-公用事业 | 0.40% | +0.03% | -0.53% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.39% | — | +1.65% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.38% | — | -8.87% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.37% | +0.01% | -1.87% | |
| 45 | WELL | Welltower Inc. | 股票-房地产 | 0.36% | +0.04% | -0.50% | |
| 46 | T | At&t INC | 股票-通信服务 | 0.36% | — | -1.08% | |
| 47 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.36% | — | -12.40% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | — | -0.20% | |
| 49 | ✓ | 股票-其他 | 0.34% | — | +1.61% | ||
| 50 | ✓ | 股票-其他 | 0.34% | — | — |
1–50 of 361
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
Founders Bank & Trust 在 2014-12-31 最显著的持仓异动： 新建仓: Walgreens Boots Alliance INC (WBA); 清仓: ; 清仓: Kinder Morgan, Inc. (KMI); 新建仓: Johnson & Johnson (JNJ); 新建仓: Ishares Morningstar Multi-as (IYLD).
FAQ
Founders Bank & Trust 是什么机构？属于哪种投资人类型？
Founders 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（2014-12-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 481 个已申报仓位之中。
Founders Bank & Trust 目前前几大持股有哪些？
根据最新 13F 申报，Founders Bank & Trust 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$2170.5万 (11.4%)
2. Pimco Enhanced Short Maturit (MINT) — US$1678.2万 (8.8%)
3. Vanguard High Dvd Yield ETF (VYM) — US$974.2万 (5.1%)
4. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$973.0万 (5.1%)
5. Vanguard Dividend Apprec ETF (VIG) — US$972.9万 (5.1%)
Founders Bank & Trust 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Founders Bank & Trust 共进行了 49 项显著调整：新建仓 4 个仓位、加仓 12 个既有持股、减仓 29 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Walgreens Boots Alliance INC (WBA); 清仓: ; 清仓: Kinder Morgan, Inc. (KMI); 新建仓: Johnson & Johnson (JNJ); 新建仓: Ishares Morningstar Multi-as (IYLD)
Founders 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，Founders Bank & Trust 的主要板块分布如下：
• Consumer Staples: 26.1%
• Health Care: 23.3%
• Financials: 16.3%
• Consumer Discretionary: 13.2%
• Information Technology: 9.8%
• Energy: 4.3%