CB
Columbia 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$3.5亿
申报季度: 2026-03-31 · 持股只数: 261
Columbia Bank在最新一期 13F 报告中披露了 261 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 15.3%。
机构性格雪花图
- 集中度
- 8.13
- 持仓稳定性
- 15.31
- 动能／逆势
- 100
- 行业集中度
- 61.23
- 多样化
- 100
- 仓位均衡度
- 85.22
近期动向
减仓 IEI
-41.2% -US$674.2万
减仓 MSFT
+1.6% -US$446.4万
加仓 IEFA
+10.5% US$167.4万
减仓 GOOGL
-6.0% -US$196.7万
加仓 EMXC
-1.6% US$108.8万
加仓 LRCX
-6.2% US$115.6万
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 156 大持股（共 261 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 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 5.11% | +0.44% | -1.62% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 4.64% | — | -2.93% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.52% | +0.59% | +10.51% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -1.12% | +1.57% | |
| 5 | AAPL | Apple INC | 股票-科技 | 4.16% | -0.28% | -2.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.54% | -0.46% | -6.04% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | -0.18% | -1.20% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.99% | -0.22% | -5.05% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 2.71% | -1.80% | -41.16% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.63% | -0.20% | +0.28% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 2.26% | +0.38% | -6.19% | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.82% | +1.82% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | -0.24% | -5.93% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.63% | +0.18% | +10.42% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.37% | +0.20% | -3.29% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.35% | +0.34% | -3.76% | |
| 17 | CMF | Ishares California Muni Bond | ETF-其他 | 1.32% | — | +0.74% | |
| 18 | CAT | Caterpillar INC | 股票-工业 | 1.26% | +0.20% | -5.84% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.24% | -0.20% | -2.03% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.23% | — | +1.72% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.22% | +0.19% | -6.48% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.18% | +0.18% | -1.10% | |
| 23 | PH | Parker Hannifin CORP | 股票-工业 | 1.17% | — | -6.69% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.01% | -0.11% | -1.03% | |
| 25 | BLK | Blackrock INC | 股票-金融 | 0.98% | -0.11% | -2.64% | |
| 26 | HCA | Hca Healthcare INC | 股票-医疗保健 | 0.97% | — | -4.34% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.06% | +6.27% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.09% | +2.49% | |
| 29 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.82% | — | -1.19% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.81% | — | +7.79% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.80% | +0.12% | -4.52% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.80% | — | -2.57% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.78% | +0.15% | +16.60% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.77% | -0.14% | -2.69% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | — | -2.75% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 0.74% | — | -4.77% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.74% | — | -2.27% | |
| 38 | VZ | Verizon Communications INC | 股票-通信服务 | 0.72% | +0.14% | -2.67% | |
| 39 | URI | United Rentals INC | 股票-工业 | 0.69% | -0.07% | -1.54% | |
| 40 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.68% | +0.11% | -0.41% | |
| 41 | CMI | Cummins INC | 股票-工业 | 0.68% | — | -5.22% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.65% | -0.05% | -3.18% | |
| 43 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | — | +1.88% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.59% | +0.12% | +17.80% | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.58% | +0.16% | -4.55% | |
| 46 | HD | Home Depot INC | 股票-周期性消费 | 0.56% | — | +0.18% | |
| 47 | PANW | Palo Alto Networks INC | 股票-科技 | 0.55% | — | +2.82% | |
| 48 | PSA | Public Storage | 股票-房地产 | 0.55% | — | -1.13% | |
| 49 | ALL | Allstate CORP | 股票-金融 | 0.53% | — | -2.69% | |
| 50 | AVGO | Broadcom INC | 股票-科技 | 0.53% | — | +3.29% |
1–50 of 156
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 | 261 | US$3.5亿 | 15 | |
| 2025-12-31 | 281 | US$3.6亿 | 8 | |
| 2025-09-30 | 283 | US$3.6亿 | 29 | |
| 2025-06-30 | 290 | US$3.3亿 | 0 | |
| 2025-03-31 | 278 | US$2.9亿 | 0 | |
| 2024-12-31 | 277 | US$2.9亿 | 0 | |
| 2024-09-30 | 276 | US$2.7亿 | 0 | |
| 2024-06-30 | 270 | US$2.6亿 | 0 | |
| 2024-03-31 | 260 | US$2.4亿 | 0 |
本季持股变动
Columbia Bank 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 7-10 Year Treasury B (IEF); 清仓: Danaher CORP (DHR); 新建仓: Vanguard S&p 500 ETF (VOO); 清仓: Ss Technology Select Sector (XLK); 新建仓: Ishares Gold Trust (IAU).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +10.51% | 加仓 |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | -1.62% | 减仓 |
| 3 | LRCX | Lam Research CORP | +0.4% | -6.19% | 减仓 |
| 4 | CVX | Chevron CORP | +0.3% | -3.76% | 减仓 |
| 5 | CAT | Caterpillar INC | +0.2% | -5.84% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -3.29% | 减仓 |
| 7 | ASML | ASML Holding N.V. | +0.2% | -6.48% | 减仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | -1.10% | 减仓 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.2% | +10.42% | 加仓 |
| 10 | PSX | Phillips 66 | +0.2% | -4.55% | 减仓 |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +0.09% | 加仓 |
| 12 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +16.60% | 加仓 |
| 13 | VZ | Verizon Communications INC | +0.1% | -2.67% | 减仓 |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +28.79% | 加仓 |
| 15 | DE | Deere & Co | +0.1% | -4.52% | 减仓 |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +17.80% | 加仓 |
| 17 | APD | Air Products & Chemicals INC | +0.1% | -0.41% | 减仓 |
| 18 | MS | Morgan Stanley | -0.1% | -3.18% | 减仓 |
| 19 | ORCL | Oracle CORP | -0.1% | -2.17% | 减仓 |
| 20 | V | Visa Inc-class A Shares | -0.1% | +6.27% | 加仓 |
| 21 | URI | United Rentals INC | -0.1% | -1.54% | 减仓 |
| 22 | DIS | Walt Disney Co/the | -0.1% | -4.40% | 减仓 |
| 23 | ADSK | Autodesk INC | -0.1% | -1.78% | 减仓 |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +2.49% | 加仓 |
| 25 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -3.35% | 减仓 |
| 26 | ISRG | Intuitive Surgical INC | -0.1% | -3.10% | 减仓 |
| 27 | ADBE | Adobe INC | -0.1% | -0.82% | 减仓 |
| 28 | ABT | Abbott Laboratories | -0.1% | -5.92% | 减仓 |
| 29 | ADP | Automatic Data Processing | -0.1% | -27.53% | 减仓 |
| 30 | BLK | Blackrock INC | -0.1% | -2.64% | 减仓 |
| 31 | BAC | Bank Of America CORP | -0.1% | -1.03% | 减仓 |
| 32 | GIS | General Mills INC | -0.1% | -0.63% | 减仓 |
| 33 | NOW | Servicenow INC | -0.1% | +9.85% | 加仓 |
| 34 | TMO | Thermo Fisher Scientific INC | -0.1% | -2.69% | 减仓 |
| 35 | NVDA | Nvidia CORP | -0.2% | -1.20% | 减仓 |
| 36 | CRM | Salesforce INC | -0.2% | -2.16% | 减仓 |
| 37 | AMZN | Amazon.com INC | -0.2% | +0.28% | 加仓 |
| 38 | LLY | Eli Lilly & Co | -0.2% | -2.03% | 减仓 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.2% | -5.05% | 减仓 |
| 40 | JPM | Jpmorgan Chase & Co | -0.2% | -5.93% | 减仓 |
| 41 | AAPL | Apple INC | -0.3% | -2.21% | 减仓 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.5% | -6.04% | 减仓 |
| 43 | MSFT | Microsoft CORP | -1.1% | +1.57% | 加仓 |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | -1.8% | -41.16% | 减仓 |
| 45 | IEF | Ishares 7-10 Year Treasury B | — | NEW | 新建仓 |
| 46 | DHR | Danaher CORP | — | EXIT | 清仓 |
| 47 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 48 | XLK | Ss Technology Select Sector | — | EXIT | 清仓 |
| 49 | IAU | Ishares Gold Trust | — | NEW | 新建仓 |
| 50 | NKE | Nike INC -cl B | — | EXIT | 清仓 |
FAQ
Columbia Bank 是什么机构？属于哪种投资人类型？
Columbia 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$3.5亿，分布在 261 个已申报仓位之中。
Columbia Bank 目前前几大持股有哪些？
根据最新 13F 申报，Columbia Bank 按市值排列的前几大持股为：
1. Ishares Msci Emr Mrk Ex Chna (EMXC) — US$1791.2万 (5.1%)
2. Ishares Core Msci Emerging (IEMG) — US$1626.1万 (4.6%)
3. Ishares Core Msci Eafe ETF (IEFA) — US$1582.3万 (4.5%)
4. Microsoft CORP (MSFT) — US$1559.2万 (4.5%)
5. Apple INC (AAPL) — US$1459.1万 (4.2%)
Columbia Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Columbia Bank 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 11 个既有持股、减仓 33 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Ishares 7-10 Year Treasury B (IEF); 清仓: Danaher CORP (DHR); 新建仓: Vanguard S&p 500 ETF (VOO); 清仓: Ss Technology Select Sector (XLK); 新建仓: Ishares Gold Trust (IAU)
Columbia 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，Columbia Bank 的主要板块分布如下：
• Information Technology: 37.9%
• Communication Services: 12.4%
• Health Care: 11.9%
• Financials: 11.5%
• Consumer Discretionary: 8.4%
• Consumer Staples: 6.5%
同行推荐
资产规模相近的机构
PC
Ping Capital Management, INC.
申报总市值
US$3.5亿
83 stks
2026-03-31
集中度28.3
持仓稳定性47.0
行业集中度100.0
资产规模与本机构相差仅 0.0%
查看详情
EW
Engrave Wealth Partners LLC
申报总市值
US$3.5亿
80 stks
2023-12-31
集中度27.8
持仓稳定性0.0
行业集中度100.0
资产规模与本机构相差仅 0.0%
查看详情
HA
Hamel Associates, INC.
申报总市值
US$3.5亿
81 stks
2026-03-31
集中度11.4
持仓稳定性15.3
行业集中度38.4
资产规模与本机构相差仅 0.0%
查看详情
风格推荐
持仓风格相似的机构
AC
Archford Capital Strategies, LLC
申报总市值
US$8.7亿
341 stks
2026-03-31
集中度5.0
持仓稳定性33.7
行业集中度63.8
前五大持仓重叠 4/5 档，同样重仓 Ishares Core Msci Eafe ETF
查看详情
CW
Concentric Wealth Management, LLC
申报总市值
US$4.1亿
133 stks
2024-09-30
集中度6.8
持仓稳定性0.0
行业集中度39.3
前五大持仓重叠 4/5 档，同样重仓 Apple INC
查看详情
CT
Columbia Trust Co 01012016
申报总市值
US$2.2亿
262 stks
2023-12-31
集中度7.7
持仓稳定性0.0
行业集中度49.5
前五大持仓重叠 4/5 档，同样重仓 Microsoft CORP
查看详情