IB
Independence Bank of Kentucky
分散型投资策略趋势追踪型长期持有型
申报总市值
US$7.9亿
申报季度: 2026-03-31 · 持股只数: 623
Independence Bank of Kentucky在最新一期 13F 报告中披露了 623 项持股，申报期为 2026-03-31，总持股市值约为 US$7.9亿，季度换手率为 12.5%。
机构性格雪花图
- 集中度
- 9.1
- 持仓稳定性
- 12.46
- 动能／逆势
- 100
- 行业集中度
- 50.79
- 多样化
- 100
- 仓位均衡度
- 63.67
近期动向
减仓 MSFT
+4.4% -US$753.9万
加仓 AVDE
+50.7% US$548.7万
加仓 VRT
-15.7% US$278.3万
加仓 NFLX
+84.9% US$270.9万
减仓 AAPL
-2.9% -US$302.4万
减仓 GOOGL
-2.5% -US$282.6万
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
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.75% | -0.12% | +1.87% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.87% | +4.37% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.73% | -0.31% | -2.85% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.47% | -0.19% | +2.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.08% | -0.29% | -2.50% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | -0.02% | +4.29% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | -0.07% | -0.05% | |
| 8 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.45% | -0.11% | +4.47% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 1.95% | +0.72% | +50.66% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.67% | -0.18% | +3.33% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.58% | +0.12% | +5.10% | |
| 12 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.51% | +0.37% | -15.72% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.43% | +0.12% | +12.11% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.22% | -3.40% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | +0.14% | -6.14% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.19% | -2.16% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.10% | — | +1.85% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.24% | -6.85% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | — | -5.39% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | +0.21% | -8.04% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | — | -1.52% | |
| 22 | WMT | Walmart INC | 股票-非周期性消费 | 0.83% | +0.07% | -3.26% | |
| 23 | ABBV | Abbvie INC | 股票-医疗保健 | 0.82% | — | +9.43% | |
| 24 | AVGO | Broadcom INC | 股票-科技 | 0.81% | — | +5.26% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 0.77% | +0.09% | -9.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | — | -0.12% | |
| 27 | HD | Home Depot INC | 股票-周期性消费 | 0.75% | -0.05% | -3.20% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.75% | — | -2.04% | |
| 29 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | -4.64% | |
| 30 | NFLX | Netflix INC | 股票-通信服务 | 0.73% | +0.35% | +84.94% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.71% | — | +0.01% | |
| 32 | SPGI | S&p Global INC | 股票-金融 | 0.67% | — | +20.88% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.17% | +2.13% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | — | +5.05% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | — | +7.91% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | — | +0.29% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.60% | +0.24% | +53.04% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | -0.06% | -2.83% | |
| 39 | WM | Waste Management INC | 股票-工业 | 0.56% | — | -1.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | — | -1.07% | |
| 41 | NEE | Nextera Energy INC | 股票-公用事业 | 0.55% | — | -8.83% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | — | +0.15% | |
| 43 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | -10.49% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.50% | +0.07% | +10.34% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.49% | -0.07% | -0.56% | |
| 46 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.46% | — | +4.60% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | -0.07% | +7.13% | |
| 48 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.46% | — | -0.18% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.45% | — | — | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | — | +1.01% |
1–50 of 623
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
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 623 | US$7.9亿 | 12 | |
| 2025-12-31 | 724 | US$8.0亿 | 10 | |
| 2025-09-30 | 623 | US$7.8亿 | 24 | |
| 2025-06-30 | 615 | US$7.1亿 | 0 | |
| 2025-03-31 | 613 | US$6.4亿 | 100 | |
| 2024-12-31 | 623 | US$6.5亿 | 0 | |
| 2024-09-30 | 586 | US$4.7亿 | 0 | |
| 2024-06-30 | 539 | US$3.8亿 | 0 | |
| 2024-03-31 | 517 | US$3.3亿 | 0 | |
| 2023-12-31 | 519 | US$2.8亿 | 0 | |
| 2023-09-30 | 481 | US$2.4亿 | 0 | |
| 2023-06-30 | 514 | US$2.5亿 | 0 | |
| 2023-03-31 | 425 | US$2.3亿 | 0 | |
| 2022-12-31 | 437 | US$2.2亿 | 0 | |
| 2022-09-30 | 418 | US$2.0亿 | 0 | |
| 2022-06-30 | 421 | US$2.2亿 | 0 | |
| 2022-03-31 | 409 | US$2.5亿 | 0 | |
| 2021-12-31 | 395 | US$2.4亿 | 0 | |
| 2021-09-30 | 396 | US$2.3亿 | 0 | |
| 2021-06-30 | 383 | US$2.3亿 | 95 | |
| 2021-03-31 | 383 | US$2.1亿 | 17 | |
| 2020-12-31 | 376 | US$1.9亿 | 14 | |
| 2020-09-30 | 368 | US$1.8亿 | 18 | |
| 2020-06-30 | 343 | US$1.5亿 | 25 | |
| 2020-03-31 | 348 | US$1.3亿 | 32 | |
| 2019-12-31 | 352 | US$1.5亿 | 16 | |
| 2019-09-30 | 365 | US$1.4亿 | 14 | |
| 2019-06-30 | 336 | US$1.3亿 | 12 | |
| 2019-03-31 | 345 | US$1.2亿 | 16 | |
| 2018-12-31 | 375 | US$1.1亿 | 23 | |
| 2018-09-30 | 390 | US$1.3亿 | 13 | |
| 2018-06-30 | 309 | US$1.2亿 | 12 | |
| 2018-03-31 | 408 | US$1.2亿 | 18 | |
| 2017-12-31 | 330 | US$1.2亿 | 0 |
本季持股变动
Independence Bank of Kentucky 在 2026-03-31 最显著的持仓异动： 清仓: Pinnacle Financial Partners, Inc. (PNFP); 新建仓: Abrdn Physical Gold Shares (SGOL); 新建仓: Unilever Plc-sponsored Adr (UL); 加仓: Microsoft CORP (MSFT) — 股数 +4.37%; 加仓: Avantis International Equity (AVDE) — 股数 +50.66%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +0.7% | +50.66% | 加仓 |
| 2 | VRT | Vertiv Holdings Co-a | +0.4% | -15.72% | 减仓 |
| 3 | NFLX | Netflix INC | +0.4% | +84.94% | 加仓 |
| 4 | CVX | Chevron CORP | +0.2% | -6.85% | 减仓 |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.2% | +53.04% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -8.04% | 减仓 |
| 7 | FLUT | Flutter Entertainment plc | +0.1% | +440.54% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -6.14% | 减仓 |
| 9 | NOW | Servicenow INC | +0.1% | +262.51% | 加仓 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.10% | 加仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.11% | 加仓 |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -1.29% | 减仓 |
| 13 | GNRC | Generac Holdings INC | +0.1% | -9.49% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -9.57% | 减仓 |
| 15 | NKE | Nike INC -cl B | +0.1% | +357.78% | 加仓 |
| 16 | EEM | Ishares Msci Emerging Market | +0.1% | +10.34% | 加仓 |
| 17 | WMT | Walmart INC | +0.1% | -3.26% | 减仓 |
| 18 | NVDA | Nvidia CORP | 0% | +4.29% | 加仓 |
| 19 | PANW | Palo Alto Networks INC | -0.1% | -6.40% | 减仓 |
| 20 | HD | Home Depot INC | -0.1% | -3.20% | 减仓 |
| 21 | CHDN | Churchill Downs INC | -0.1% | -17.69% | 减仓 |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | -2.83% | 减仓 |
| 23 | ADBE | Adobe INC | -0.1% | -73.82% | 减仓 |
| 24 | DIS | Walt Disney Co/the | -0.1% | -5.33% | 减仓 |
| 25 | FSLR | First Solar INC | -0.1% | -1.42% | 减仓 |
| 26 | COF | Capital One Financial CORP | -0.1% | +0.32% | 加仓 |
| 27 | DHR | Danaher CORP | -0.1% | -17.91% | 减仓 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.05% | 减仓 |
| 29 | ADP | Automatic Data Processing | -0.1% | +7.13% | 加仓 |
| 30 | MA | Mastercard INC - A | -0.1% | -0.56% | 减仓 |
| 31 | ACN | Accenture plc | -0.1% | -13.32% | 减仓 |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | -72.52% | 减仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | -4.01% | 减仓 |
| 34 | UNH | Unitedhealth Group INC | -0.1% | -14.97% | 减仓 |
| 35 | ELF | Elf Beauty INC | -0.1% | -55.66% | 减仓 |
| 36 | AMZN | Amazon.com INC | -0.1% | +4.47% | 加仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +1.87% | 加仓 |
| 38 | DKNG | Draftkings Inc-cl A | -0.1% | -83.14% | 减仓 |
| 39 | CRM | Salesforce INC | -0.1% | -7.59% | 减仓 |
| 40 | ORCL | Oracle CORP | -0.2% | +2.13% | 加仓 |
| 41 | LLY | Eli Lilly & Co | -0.2% | +3.33% | 加仓 |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | +2.12% | 加仓 |
| 43 | V | Visa Inc-class A Shares | -0.2% | -2.16% | 减仓 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | -3.40% | 减仓 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.50% | 减仓 |
| 46 | AAPL | Apple INC | -0.3% | -2.85% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.9% | +4.37% | 加仓 |
| 48 | PNFP | Pinnacle Financial Partners, Inc. | — | EXIT | 清仓 |
| 49 | SGOL | Abrdn Physical Gold Shares | — | NEW | 新建仓 |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
FAQ
Independence Bank of Kentucky 是什么机构？属于哪种投资人类型？
Independence Bank of Kentucky 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$7.9亿，分布在 623 个已申报仓位之中。
Independence Bank of Kentucky 目前前几大持股有哪些？
根据最新 13F 申报，Independence Bank of Kentucky 按市值排列的前几大持股为：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$8488.6万 (10.8%)
2. Microsoft CORP (MSFT) — US$2994.8万 (3.8%)
3. Apple INC (AAPL) — US$2945.8万 (3.7%)
4. Jpmorgan Chase & Co (JPM) — US$2739.3万 (3.5%)
5. Alphabet Inc-cl A (GOOGL) — US$2428.6万 (3.1%)
Independence Bank of Kentucky 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Independence Bank of Kentucky 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 18 个既有持股、减仓 29 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Pinnacle Financial Partners, Inc. (PNFP); 新建仓: Abrdn Physical Gold Shares (SGOL); 新建仓: Unilever Plc-sponsored Adr (UL); 加仓: Microsoft CORP (MSFT) — 股数 +4.37%; 加仓: Avantis International Equity (AVDE) — 股数 +50.66%
Independence Bank of Kentucky 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，Independence Bank of Kentucky 的主要板块分布如下：
• Information Technology: 30.4%
• Financials: 15.3%
• Communication Services: 13.3%
• Health Care: 11.9%
• Consumer Discretionary: 9.0%
• Consumer Staples: 7.9%