PB

Peoples Bank/KS

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$1.0亿

申报季度: 2026-06-30 · 持股只数: 98

Peoples Bank/KS在最新一期 13F 报告中披露了 98 项持股，申报期为 2026-06-30，总持股市值约为 US$1.0亿，季度换手率为 13.6%。

机构性格雪花图

集中度
8.01
持仓稳定性
13.59
动能／逆势
100
行业集中度
39.93
多样化
100
仓位均衡度
90.14

近期动向

  • 加仓 GOOGL

    +5.2%　US$133.2万

  • 加仓 AAPL

    +12.0%　US$93.8万

  • 减仓 XOM

    -0.7%　-US$51.3万

  • 加仓 CAT

    +1.9%　US$49.8万

  • 加仓 TSM

    +0.3%　US$48.2万

  • 清仓 IGIB

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
1GOOGLAlphabet Inc-cl A股票-通信服务5.50%+1.14%+5.23%
2BRK-BBerkshire Hathaway Inc-cl B股票-其他5.01%—-4.85%
3AAPLApple INC股票-科技4.20%+0.79%+11.98%
4MSFTMicrosoft CORP股票-科技4.19%—-0.88%
5VOOVanguard S&p 500 ETFETF-大型股与成长3.66%+0.41%+1.63%
6QQQInvesco Qqq Trust Series 1ETF-科技型2.70%+0.23%-11.46%
7PFFIshares Preferred & Income SETF-其他2.39%—-0.63%
8DVYIshares Select Dividend ETFETF-其他2.22%—-0.26%
9ADIAnalog Devices INC股票-科技2.06%+0.25%-5.61%
10XOMExxon Mobil CORP股票-能源2.00%-0.59%-0.66%
11WFCWells Fargo & Co股票-金融1.96%-0.15%-7.41%
12XLKSs Technology Select SectorETF-科技型1.92%+0.37%-10.44%
13AMZNAmazon.com INC股票-周期性消费1.84%+0.14%-1.98%
14JPMJpmorgan Chase & Co股票-金融1.83%+0.02%-6.36%
15WMTWalmart INC股票-非周期性消费1.79%-0.27%-0.88%
16JNJJohnson & Johnson股票-医疗保健1.76%—-2.59%
17GDGeneral Dynamics CORP股票-工业1.63%—-3.66%
18TSMTaiwan Semiconductor-sp Adr股票-科技1.59%+0.43%+0.26%
19PEPPepsico INC股票-非周期性消费1.58%-0.22%+4.23%
20ENBEnbridge INC股票-能源1.53%—-2.61%
21LOWLowe's Cos INC股票-周期性消费1.50%+0.05%+14.61%
22MCDMcdonald's CORP股票-周期性消费1.49%-0.33%-2.27%
23CATCaterpillar INC股票-工业1.40%+0.46%+1.89%
24VVisa Inc-class A Shares股票-金融1.30%+0.04%-5.67%
25CSCOCisco Systems INC股票-科技1.29%+0.37%-4.11%
26XLESs Energy Select SectorETF-其他1.22%-0.23%+0.13%
27BNYBank Of New York Mellon CORP股票-金融1.21%+0.18%-0.35%
28CORCencora INC股票-医疗保健1.19%-0.23%-3.78%
29ORCLOracle CORP股票-科技1.15%—-1.75%
30ELVElevance Health INC股票-医疗保健1.11%+0.23%-1.67%
31HDHome Depot INC股票-周期性消费1.07%—-5.60%
32MCKMckesson CORP股票-医疗保健1.06%-0.23%-3.03%
33XLFSs Financial Select SectorETF-其他0.94%—-5.24%
34MAMastercard INC - A股票-金融0.92%——
35PGProcter & Gamble Co/the股票-非周期性消费0.91%—-6.38%
36CVSCvs Health CORP股票-医疗保健0.90%+0.25%-0.55%
37NVSNovartis Ag-sponsored Adr股票-医疗保健0.88%—-3.34%
38HONHoneywell International INC股票-工业0.85%—-1.26%
39DIASs Spdr Dow Jones Indus AvgETF-大型股与成长0.82%—-6.10%
40UNPUnion Pacific CORP股票-工业0.81%+0.05%-1.60%
41XLBSs Materials Select SectorETF-其他0.81%—-0.15%
42KOCoca-cola Co/the股票-非周期性消费0.81%—-1.92%
43METAMeta Platforms Inc-class A股票-通信服务0.80%—-1.22%
44EFAIshares Msci Eafe ETFETF-其他0.76%—+0.57%
45VOXVanguard Communication ServiETF-其他0.75%——
46IWCIshares Micro-cap ETFETF-其他0.73%+0.09%-6.25%
47XLRESs Real Estate Select SectorETF-其他0.73%—-0.59%
48MDLZMondelez International Inc-a股票-非周期性消费0.69%-0.12%-11.47%
49SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.68%—-17.61%
50SNYSanofi-adr股票-医疗保健0.68%-0.11%+0.37%
1–50 of 98

本季持股变动

Peoples Bank/KS 在 2026-06-30 最显著的持仓异动： 清仓: Ishares 5-10y Inv Grade CORP (IGIB); 清仓: Carmax INC (KMX); 清仓: Salesforce INC (CRM); 新建仓: Keurig Dr Pepper INC (KDP); 新建仓: Advanced Micro Devices (AMD).

Peoples Bank/KS 于截至 2026-06-30 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
1GOOGLAlphabet Inc-cl A+1.1%+5.23%加仓
2AAPLApple INC+0.8%+11.98%加仓
3CATCaterpillar INC+0.5%+1.89%加仓
4TSMTaiwan Semiconductor-sp Adr+0.4%+0.26%加仓
5VOOVanguard S&p 500 ETF+0.4%+1.63%加仓
6XLKSs Technology Select Sector+0.4%-10.44%减仓
7CSCOCisco Systems INC+0.4%-4.11%减仓
8ADIAnalog Devices INC+0.3%-5.61%减仓
9CVSCvs Health CORP+0.3%-0.55%减仓
10QQQInvesco Qqq Trust Series 1+0.2%-11.46%减仓
11ELVElevance Health INC+0.2%-1.67%减仓
12KDPKeurig Dr Pepper INC+0.2%NEW新建仓
13AMDAdvanced Micro Devices+0.2%NEW新建仓
14XLYSs Consumer Disc Select Sect+0.2%NEW新建仓
15BNYBank Of New York Mellon CORP+0.2%-0.35%减仓
16AMZNAmazon.com INC+0.1%-1.98%减仓
17AEPAmerican Electric Power+0.1%+30.12%加仓
18IWCIshares Micro-cap ETF+0.1%-6.25%减仓
19NVDANvidia CORP+0.1%+4.91%加仓
20IWMIshares Russell 2000 ETF+0.1%—不变
21TSLATesla INC+0.1%+0.77%加仓
22APDAir Products & Chemicals INC+0.1%+32.10%加仓
23LOWLowe's Cos INC+0.1%+14.61%加仓
24UNPUnion Pacific CORP+0.1%-1.60%减仓
25VVisa Inc-class A Shares0%-5.67%减仓
26JPMJpmorgan Chase & Co0%-6.36%减仓
27DVNDevon Energy CORP-0.1%—不变
28COPConocophillips-0.1%-2.90%减仓
29GLDSpdr Gold Shares-0.1%-1.21%减仓
30PFEPfizer INC-0.1%-0.21%减仓
31SNYSanofi-adr-0.1%+0.37%加仓
32MDLZMondelez International Inc-a-0.1%-11.47%减仓
33WFCWells Fargo & Co-0.2%-7.41%减仓
34CMECme Group INC-0.2%-2.06%减仓
35VZVerizon Communications INC-0.2%-3.51%减仓
36NEENextera Energy INC-0.2%-36.44%减仓
37CVXChevron CORP-0.2%-0.99%减仓
38CMCSAComcast Corp-class A-0.2%-6.33%减仓
39ABTAbbott Laboratories-0.2%EXIT清仓
40TAt&t INC-0.2%-1.83%减仓
41PEPPepsico INC-0.2%+4.23%加仓
42CRMSalesforce INC-0.2%EXIT清仓
43MCKMckesson CORP-0.2%-3.03%减仓
44XLESs Energy Select Sector-0.2%+0.13%加仓
45CORCencora INC-0.2%-3.78%减仓
46WMTWalmart INC-0.3%-0.88%减仓
47KMXCarmax INC-0.3%EXIT清仓
48MCDMcdonald's CORP-0.3%-2.27%减仓
49IGIBIshares 5-10y Inv Grade CORP-0.4%EXIT清仓
50XOMExxon Mobil CORP-0.6%-0.66%减仓

FAQ

Peoples Bank/KS 是什么机构？属于哪种投资人类型？
Peoples Bank/KS 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 98 个已申报仓位之中。
Peoples Bank/KS 目前前几大持股有哪些？
根据最新 13F 申报，Peoples Bank/KS 按市值排列的前几大持股为： 1. Alphabet Inc-cl A (GOOGL) — US$566.1万 (5.5%) 2. Berkshire Hathaway Inc-cl B (BRK-B) — US$515.0万 (5.0%) 3. Apple INC (AAPL) — US$432.6万 (4.2%) 4. Microsoft CORP (MSFT) — US$431.5万 (4.2%) 5. Vanguard S&p 500 ETF (VOO) — US$377.0万 (3.7%)
Peoples Bank/KS 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Peoples Bank/KS 共进行了 48 项显著调整：新建仓 3 个仓位、加仓 13 个既有持股、减仓 28 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Ishares 5-10y Inv Grade CORP (IGIB); 清仓: Carmax INC (KMX); 清仓: Salesforce INC (CRM); 新建仓: Keurig Dr Pepper INC (KDP); 新建仓: Advanced Micro Devices (AMD)
Peoples Bank/KS 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，Peoples Bank/KS 的主要板块分布如下： • Information Technology: 22.6% • Health Care: 14.0% • Communication Services: 12.3% • Financials: 12.1% • Consumer Staples: 9.9% • Consumer Discretionary: 9.7%