SN
Security National Bank
分散型投资策略趋势追踪型行业集中型
申报总市值
US$6.9亿
申报季度: 2026-03-31 · 持股只数: 501
Security National Bank在最新一期 13F 报告中披露了 501 项持股，申报期为 2026-03-31，总持股市值约为 US$6.9亿，季度换手率为 15.9%。
机构性格雪花图
- 集中度
- 11.92
- 持仓稳定性
- 15.87
- 动能／逆势
- 100
- 行业集中度
- 85.81
- 多样化
- 100
- 仓位均衡度
- 66.42
近期动向
减仓 BX
-97.6% -US$761.0万
减仓 NVDA
-1.8% -US$661.1万
减仓 MSFT
+0.7% -US$552.1万
加仓 MUSA
-0.1% US$474.6万
减仓 GXO
-98.3% -US$480.7万
加仓 GLW
+10.6% US$455.8万
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 411 大持股（共 501 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 | NVDA | Nvidia CORP | 股票-科技 | 10.77% | -0.78% | -1.84% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.48% | -0.23% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.83% | -0.20% | -0.83% | |
| 4 | AAPL | Apple INC | 股票-科技 | 4.12% | -0.26% | -0.73% | |
| 5 | MUSA | Murphy USA INC | 股票-周期性消费 | 3.78% | +0.74% | -0.05% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.75% | +0.73% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.42% | -0.19% | +1.03% | |
| 8 | ASML | ASML Holding N.V. | 股票-科技 | 2.26% | +0.47% | +0.63% | |
| 9 | RTX | Rtx CORP | 股票-工业 | 2.05% | +0.17% | +2.20% | |
| 10 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | ETF-其他 | 1.99% | -0.12% | -7.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.99% | -0.10% | +2.18% | |
| 12 | PANW | Palo Alto Networks INC | 股票-科技 | 1.93% | -0.25% | +0.24% | |
| 13 | OUNZ | Vaneck Merk Gold ETF | ETF-避险与商品 | 1.86% | +0.27% | +5.83% | |
| 14 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.81% | — | +2.40% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | -0.20% | +2.64% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | -0.09% | +2.47% | |
| 17 | GLW | Corning INC | 股票-科技 | 1.59% | +0.68% | +10.61% | |
| 18 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.58% | — | +1.39% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.43% | +0.28% | +1.21% | |
| 20 | SYK | Stryker CORP | 股票-医疗保健 | 1.38% | — | +1.36% | |
| 21 | NEE | Nextera Energy INC | 股票-公用事业 | 1.37% | +0.23% | +2.09% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.36% | — | +6.20% | |
| 23 | BINV | Brandes International ETF | ETF-其他 | 1.36% | +0.14% | +6.85% | |
| 24 | SCCO | Southern Copper CORP | 股票-原材料 | 1.36% | +0.27% | +1.78% | |
| 25 | BLK | Blackrock INC | 股票-金融 | 1.25% | — | +18.96% | |
| 26 | MUR | Murphy Oil CORP | 股票-能源 | 1.19% | +0.30% | -0.82% | |
| 27 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.15% | — | +2.84% | |
| 28 | MTH | Meritage Homes CORP | 股票-周期性消费 | 1.11% | — | — | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.07% | +0.19% | +3.73% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 1.03% | -0.12% | -1.43% | |
| 31 | FANG | Diamondback Energy INC | 股票-能源 | 0.96% | +0.31% | +11.22% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.95% | — | +8.18% | |
| 33 | GRBK | Green Brick Partners INC | 股票-其他 | 0.87% | — | +3.38% | |
| 34 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.85% | -0.12% | +1.53% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | -0.09% | +8.73% | |
| 36 | DE | Deere & Co | 股票-工业 | 0.84% | +0.18% | +3.42% | |
| 37 | NVT | nVent Electric plc | 股票-工业 | 0.83% | +0.18% | +8.63% | |
| 38 | HUBB | Hubbell INC | 股票-工业 | 0.83% | +0.13% | +4.71% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.79% | — | -0.19% | |
| 40 | SNPS | Synopsys INC | 股票-科技 | 0.74% | -0.11% | +1.73% | |
| 41 | TRMB | Trimble INC | 股票-科技 | 0.73% | -0.10% | +3.74% | |
| 42 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.69% | +0.18% | +1.32% | |
| 43 | CDX | Simplify High Yield ETF | ETF-非投资级债 | 0.68% | — | +9.68% | |
| 44 | VMI | Valmont Industries | 股票-工业 | 0.65% | — | -0.55% | |
| 45 | CAT | Caterpillar INC | 股票-工业 | 0.58% | +0.12% | -1.01% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | — | +4.97% | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | +0.10% | +0.74% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | -0.13% | -17.20% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | — | +1.03% | |
| 50 | TE | T1 Energy INC | 股票-其他 | 0.50% | -0.25% | — |
1–50 of 411
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 | 501 | US$6.9亿 | 16 | |
| 2025-12-31 | 462 | US$7.0亿 | 16 | |
| 2025-09-30 | 474 | US$6.5亿 | 34 | |
| 2025-06-30 | 397 | US$5.8亿 | 0 | |
| 2025-03-31 | 389 | US$5.3亿 | 100 | |
| 2024-12-31 | 394 | US$7.0亿 | 0 | |
| 2024-09-30 | 356 | US$7.4亿 | 0 | |
| 2024-06-30 | 361 | US$6.9亿 | 0 | |
| 2024-03-31 | 354 | US$6.6亿 | 0 | |
| 2023-12-31 | 393 | US$4.4亿 | 0 | |
| 2023-09-30 | 105 | US$3.6亿 | 0 | |
| 2023-06-30 | 108 | US$3.9亿 | 0 | |
| 2023-03-31 | 107 | US$3.7亿 | 0 | |
| 2022-12-31 | 104 | US$3.7亿 | 0 | |
| 2022-09-30 | 104 | US$3.6亿 | 0 | |
| 2022-06-30 | 101 | US$3.6亿 | 0 | |
| 2022-03-31 | 109 | US$4.4亿 | 0 | |
| 2021-12-31 | 110 | US$4.4亿 | 0 | |
| 2021-09-30 | 104 | US$4.0亿 | 0 | |
| 2021-06-30 | 99 | US$3.8亿 | 94 | |
| 2021-03-31 | 99 | US$3.4亿 | 16 | |
| 2020-12-31 | 74 | US$3.1亿 | 15 | |
| 2020-09-30 | 70 | US$2.9亿 | 20 | |
| 2020-06-30 | 66 | US$2.4亿 | 28 | |
| 2020-03-31 | 67 | US$1.9亿 | 30 | |
| 2019-12-31 | 73 | US$2.2亿 | 18 | |
| 2019-09-30 | 74 | US$2.1亿 | 16 | |
| 2019-06-30 | 72 | US$2.0亿 | 12 | |
| 2019-03-31 | 73 | US$1.9亿 | 27 | |
| 2018-12-31 | 65 | US$1.6亿 | 28 | |
| 2018-09-30 | 117 | US$1.8亿 | 23 | |
| 2018-06-30 | 114 | US$1.6亿 | 11 | |
| 2018-03-31 | 117 | US$1.5亿 | 13 | |
| 2017-12-31 | 119 | US$1.5亿 | 14 | |
| 2017-09-30 | 121 | US$1.5亿 | 16 | |
| 2017-06-30 | 119 | US$1.4亿 | 11 | |
| 2017-03-31 | 117 | US$1.3亿 | 0 |
本季持股变动
Security National Bank 在 2026-03-31 最显著的持仓异动： 新建仓: Wt Europe Defensed Fd (WDEF); 清仓: Cadence Bank (CADE); 新建仓: Wisdomtree Japan Opportuniti (OPPJ); 清仓: Potlatchdeltic CORP (PCH); 新建仓: Rayonier INC (RYN).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MUSA | Murphy USA INC | +0.7% | -0.05% | 减仓 |
| 2 | GLW | Corning INC | +0.7% | +10.61% | 加仓 |
| 3 | ASML | ASML Holding N.V. | +0.5% | +0.63% | 加仓 |
| 4 | FANG | Diamondback Energy INC | +0.3% | +11.22% | 加仓 |
| 5 | MUR | Murphy Oil CORP | +0.3% | -0.82% | 减仓 |
| 6 | KLAC | Kla CORP | +0.3% | +1.21% | 加仓 |
| 7 | SCCO | Southern Copper CORP | +0.3% | +1.78% | 加仓 |
| 8 | OUNZ | Vaneck Merk Gold ETF | +0.3% | +5.83% | 加仓 |
| 9 | NEE | Nextera Energy INC | +0.2% | +2.09% | 加仓 |
| 10 | MO | Altria Group INC | +0.2% | +184.79% | 加仓 |
| 11 | COST | Costco Wholesale CORP | +0.2% | +3.73% | 加仓 |
| 12 | CASY | Casey's General Stores INC | +0.2% | +1.32% | 加仓 |
| 13 | NVT | nVent Electric plc | +0.2% | +8.63% | 加仓 |
| 14 | DE | Deere & Co | +0.2% | +3.42% | 加仓 |
| 15 | RTX | Rtx CORP | +0.2% | +2.20% | 加仓 |
| 16 | HBAN | Huntington Bancshares INC | +0.2% | +552.56% | 加仓 |
| 17 | BINV | Brandes International ETF | +0.1% | +6.85% | 加仓 |
| 18 | HUBB | Hubbell INC | +0.1% | +4.71% | 加仓 |
| 19 | CAT | Caterpillar INC | +0.1% | -1.01% | 减仓 |
| 20 | SN | SharkNinja, Inc. | +0.1% | +35.86% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.74% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +2.47% | 加仓 |
| 23 | IBM | Intl Business Machines CORP | -0.1% | +8.73% | 加仓 |
| 24 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.18% | 加仓 |
| 25 | TRMB | Trimble INC | -0.1% | +3.74% | 加仓 |
| 26 | SNPS | Synopsys INC | -0.1% | +1.73% | 加仓 |
| 27 | HOLA | JPM Intll Hdg Eq Lddr Ovrly | -0.1% | -7.76% | 减仓 |
| 28 | AVGO | Broadcom INC | -0.1% | -1.43% | 减仓 |
| 29 | TMO | Thermo Fisher Scientific INC | -0.1% | +1.53% | 加仓 |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | -17.20% | 减仓 |
| 31 | TE-WS | Freyr Battery Inc-27 | -0.1% | — | 不变 |
| 32 | BR | Broadridge Financial Solutio | -0.2% | -0.47% | 减仓 |
| 33 | AMZN | Amazon.com INC | -0.2% | +1.03% | 加仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.83% | 减仓 |
| 35 | V | Visa Inc-class A Shares | -0.2% | +2.64% | 加仓 |
| 36 | BSX | Boston Scientific CORP | -0.2% | +0.73% | 加仓 |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | 不变 |
| 38 | PANW | Palo Alto Networks INC | -0.3% | +0.24% | 加仓 |
| 39 | TE | T1 Energy INC | -0.3% | — | 不变 |
| 40 | AAPL | Apple INC | -0.3% | -0.73% | 减仓 |
| 41 | NOW | Servicenow INC | -0.4% | -27.50% | 减仓 |
| 42 | GXO | Gxo Logistics INC | -0.7% | -98.35% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.8% | +0.73% | 加仓 |
| 44 | NVDA | Nvidia CORP | -0.8% | -1.84% | 减仓 |
| 45 | BX | Blackstone INC | -1.1% | -97.62% | 减仓 |
| 46 | WDEF | Wt Europe Defensed Fd | — | NEW | 新建仓 |
| 47 | CADE | Cadence Bank | — | EXIT | 清仓 |
| 48 | OPPJ | Wisdomtree Japan Opportuniti | — | NEW | 新建仓 |
| 49 | PCH | Potlatchdeltic CORP | — | EXIT | 清仓 |
| 50 | RYN | Rayonier INC | — | NEW | 新建仓 |
FAQ
Security National Bank 是什么机构？属于哪种投资人类型？
Security National 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$6.9亿，分布在 501 个已申报仓位之中。
Security National Bank 目前前几大持股有哪些？
根据最新 13F 申报，Security National Bank 按市值排列的前几大持股为：
1. Nvidia CORP (NVDA) — US$7395.9万 (10.8%)
2. Berkshire Hathaway Inc-cl A (BRK-A) — US$4452.5万 (6.5%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — US$3314.9万 (4.8%)
4. Apple INC (AAPL) — US$2831.7万 (4.1%)
5. Murphy USA INC (MUSA) — US$2597.9万 (3.8%)
Security National Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Security National Bank 共进行了 47 项显著调整：新建仓 3 个仓位、加仓 29 个既有持股、减仓 13 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Wt Europe Defensed Fd (WDEF); 清仓: Cadence Bank (CADE); 新建仓: Wisdomtree Japan Opportuniti (OPPJ); 清仓: Potlatchdeltic CORP (PCH); 新建仓: Rayonier INC (RYN)
Security National 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，Security National Bank 的主要板块分布如下：
• Information Technology: 47.5%
• Financials: 19.2%
• Consumer Discretionary: 9.6%
• Industrials: 8.5%
• Health Care: 5.8%
• Communication Services: 5.2%
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