CB

Citizens Business Bank

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$6.1亿

申报季度: 2026-03-31 · 持股只数: 229

Citizens Business Bank在最新一期 13F 报告中披露了 229 项持股，申报期为 2026-03-31，总持股市值约为 US$6.1亿，季度换手率为 15.9%。

机构性格雪花图

集中度
13.05
持仓稳定性
15.94
动能／逆势
100
行业集中度
50.1
多样化
100
仓位均衡度
81.48

近期动向

  • 加仓 NFLX

    +1258.9%　US$492.4万

  • 减仓 MSFT

    -2.3%　-US$416.5万

  • 减仓 PLTR

    -1.5%　-US$326.6万

  • 加仓 PWR

    -1.0%　US$344.0万

  • 减仓 GS

    -29.9%　-US$330.1万

  • 减仓 JPM

    -23.8%　-US$320.6万

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 135 大持股（共 229 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
1IWRIshares Russell Mid-cap ETFETF-其他10.36%—-0.63%
2VEAVanguard Ftse Developed ETFETF-其他9.56%+0.06%-1.07%
3NVDANvidia CORP股票-科技5.10%-0.50%-1.67%
4AVGOBroadcom INC股票-科技3.19%-0.51%-2.58%
5AAPLApple INC股票-科技3.10%-0.31%-1.94%
6PWRQuanta Services INC股票-工业2.52%+0.55%-0.99%
7PLTRPalantir Technologies Inc-a股票-科技2.29%-0.56%-1.51%
8CVBFCvb Financial CORP股票-其他2.18%+0.07%—
9MSFTMicrosoft CORP股票-科技2.03%-0.70%-2.26%
10XPOFXponential Fitness Inc-a股票-其他1.97%+1.97%NEW
11JBNDJpmorgan Active Bond ETFETF-其他1.89%—+2.49%
12LNGCheniere Energy INC股票-能源1.73%+0.50%-2.24%
13AMZNAmazon.com INC股票-周期性消费1.72%-0.24%-1.91%
14EMXCIshares Msci Emr Mrk Ex ChnaETF-其他1.67%+0.09%-1.62%
15IWMIshares Russell 2000 ETFETF-中小型股1.64%—-0.28%
16GOOGLAlphabet Inc-cl A股票-通信服务1.62%-0.19%-1.76%
17EFAIshares Msci Eafe ETFETF-其他1.61%—-2.88%
18SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.50%-0.17%-4.70%
19VOOVanguard S&p 500 ETFETF-大型股与成长1.38%-0.17%-5.39%
20FANGDiamondback Energy INC股票-能源1.29%+0.26%-3.96%
21CVXChevron CORP股票-能源1.24%+0.32%+0.49%
22JPMJpmorgan Chase & Co股票-金融1.20%-0.54%-23.80%
23WMTWalmart INC股票-非周期性消费1.18%+0.09%-2.53%
24BACBank Of America CORP股票-金融1.15%-0.17%-0.83%
25ABBVAbbvie INC股票-医疗保健1.13%-0.09%-1.98%
26GSGoldman Sachs Group INC股票-金融1.12%-0.55%-29.94%
27TRVTravelers Cos Inc/the股票-金融1.08%—-1.13%
28SCHWSchwab (charles) CORP股票-金融1.08%-0.09%-1.65%
29IJRIshares Core S&p Small-cap EETF-中小型股1.05%—-6.60%
30UBERUber Technologies INC股票-工业0.99%-0.16%-1.30%
31BWXTBwx Technologies INC股票-工业0.97%+0.13%-0.85%
32XOMExxon Mobil CORP股票-能源0.97%+0.27%-0.13%
33FCALFirst Trust California MunicETF-其他0.95%+0.95%NEW
34MRKMerck & Co. INC.股票-医疗保健0.95%+0.10%-1.70%
35DDominion Energy INC股票-公用事业0.93%—-1.76%
36DELLDell Technologies -c股票-科技0.91%+0.18%-3.14%
37TMOThermo Fisher Scientific INC股票-医疗保健0.90%-0.20%-2.31%
38NFLXNetflix INC股票-通信服务0.87%+0.81%+1258.94%
39EXPEExpedia Group INC股票-周期性消费0.83%-0.20%-0.57%
40HDHome Depot INC股票-周期性消费0.82%-0.08%-3.79%
41UNPUnion Pacific CORP股票-工业0.79%—-1.66%
42USBUS Bancorp股票-金融0.79%-0.07%-5.31%
43REGNRegeneron Pharmaceuticals股票-医疗保健0.77%—-1.49%
44CLColgate-palmolive Co股票-非周期性消费0.77%—-2.80%
45MAMastercard INC - A股票-金融0.76%-0.14%-2.24%
46BROSDutch Bros Inc-class A股票-周期性消费0.72%-0.15%+0.02%
47PANWPalo Alto Networks INC股票-科技0.71%-0.13%-1.33%
48SHWSherwin-williams Co/the股票-原材料0.70%+0.70%NEW
49MRVLMarvell Technology INC股票-科技0.66%—-5.97%
50MCDMcdonald's CORP股票-周期性消费0.66%—-1.90%
1–50 of 135

本季持股变动

Citizens Business Bank 在 2026-03-31 最显著的持仓异动： 新建仓: Xponential Fitness Inc-a (XPOF); 新建仓: First Trust California Munic (FCAL); 新建仓: Sherwin-williams Co/the (SHW); 新建仓: Allegion plc (ALLE); 新建仓: Watsco INC (WSO).

Citizens Business Bank 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
1NFLXNetflix INC+0.8%+1258.94%加仓
2PWRQuanta Services INC+0.6%-0.99%减仓
3LNGCheniere Energy INC+0.5%-2.24%减仓
4CVXChevron CORP+0.3%+0.49%加仓
5XOMExxon Mobil CORP+0.3%-0.13%减仓
6FANGDiamondback Energy INC+0.3%-3.96%减仓
7DELLDell Technologies -c+0.2%-3.14%减仓
8BWXTBwx Technologies INC+0.1%-0.85%减仓
9MRKMerck & Co. INC.+0.1%-1.70%减仓
10VZVerizon Communications INC+0.1%-0.39%减仓
11EMXCIshares Msci Emr Mrk Ex Chna+0.1%-1.62%减仓
12WMTWalmart INC+0.1%-2.53%减仓
13NENoble Corporation plc+0.1%-0.30%减仓
14CVBFCvb Financial CORP+0.1%—不变
15VEAVanguard Ftse Developed ETF+0.1%-1.07%减仓
16USBUS Bancorp-0.1%-5.31%减仓
17VLTOVeralto CORP-0.1%-1.27%减仓
18HDHome Depot INC-0.1%-3.79%减仓
19SCHWSchwab (charles) CORP-0.1%-1.65%减仓
20ABBVAbbvie INC-0.1%-1.98%减仓
21DISWalt Disney Co/the-0.1%-0.28%减仓
22ULTAUlta Beauty INC-0.1%-1.11%减仓
23PGRProgressive CORP-0.1%-2.70%减仓
24PANWPalo Alto Networks INC-0.1%-1.33%减仓
25DHRDanaher CORP-0.1%-1.74%减仓
26MAMastercard INC - A-0.1%-2.24%减仓
27BROSDutch Bros Inc-class A-0.2%+0.02%加仓
28UBERUber Technologies INC-0.2%-1.30%减仓
29VEEVVeeva Systems Inc-class A-0.2%+0.43%加仓
30BACBank Of America CORP-0.2%-0.83%减仓
31VOOVanguard S&p 500 ETF-0.2%-5.39%减仓
32SPYSs Spdr S&p 500 ETF Trust-us-0.2%-4.70%减仓
33GOOGLAlphabet Inc-cl A-0.2%-1.76%减仓
34ORCLOracle CORP-0.2%-4.71%减仓
35EXPEExpedia Group INC-0.2%-0.57%减仓
36TMOThermo Fisher Scientific INC-0.2%-2.31%减仓
37AMZNAmazon.com INC-0.2%-1.91%减仓
38SNOWSnowflake INC-0.3%-1.44%减仓
39AAPLApple INC-0.3%-1.94%减仓
40NVDANvidia CORP-0.5%-1.67%减仓
41AVGOBroadcom INC-0.5%-2.58%减仓
42JPMJpmorgan Chase & Co-0.5%-23.80%减仓
43GSGoldman Sachs Group INC-0.6%-29.94%减仓
44PLTRPalantir Technologies Inc-a-0.6%-1.51%减仓
45MSFTMicrosoft CORP-0.7%-2.26%减仓
46XPOFXponential Fitness Inc-a—NEW新建仓
47FCALFirst Trust California Munic—NEW新建仓
48SHWSherwin-williams Co/the—NEW新建仓
49ALLEAllegion plc—NEW新建仓
50WSOWatsco INC—NEW新建仓

FAQ

Citizens Business Bank 是什么机构？属于哪种投资人类型？
Citizens Business Bank 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$6.1亿，分布在 229 个已申报仓位之中。
Citizens Business Bank 目前前几大持股有哪些？
根据最新 13F 申报，Citizens Business Bank 按市值排列的前几大持股为： 1. Ishares Russell Mid-cap ETF (IWR) — US$6324.9万 (10.4%) 2. Vanguard Ftse Developed ETF (VEA) — US$5833.3万 (9.6%) 3. Nvidia CORP (NVDA) — US$3115.1万 (5.1%) 4. Broadcom INC (AVGO) — US$1949.8万 (3.2%) 5. Apple INC (AAPL) — US$1889.0万 (3.1%)
Citizens Business Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Citizens Business Bank 共进行了 49 项显著调整：新建仓 5 个仓位、加仓 4 个既有持股、减仓 40 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Xponential Fitness Inc-a (XPOF); 新建仓: First Trust California Munic (FCAL); 新建仓: Sherwin-williams Co/the (SHW); 新建仓: Allegion plc (ALLE); 新建仓: Watsco INC (WSO)
Citizens Business Bank 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，Citizens Business Bank 的主要板块分布如下： • Information Technology: 32.0% • Financials: 13.3% • Industrials: 11.7% • Health Care: 10.3% • Energy: 8.9% • Consumer Discretionary: 8.8%