SB

Simmons 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$14.9亿

申报季度: 2026-03-31 · 持股只数: 791

Simmons Bank在最新一期 13F 报告中披露了 791 项持股，申报期为 2026-03-31，总持股市值约为 US$14.9亿，季度换手率为 13.6%。

浏览其他10 亿至 100 亿美元机构浏览其他以“S”开头的机构

机构性格雪花图

集中度
7.48
持仓稳定性
13.61
动能／逆势
100
行业集中度
47.59
多样化
100
仓位均衡度
76.7

近期动向

  • 减仓 MSFT

    +4.5%　-US$929.4万

  • 减仓 CRM

    -43.9%　-US$597.7万

  • 减仓 SPY

    -5.8%　-US$529.5万

  • 加仓 XOM

    -3.7%　US$489.9万

  • 加仓 CVX

    +0.6%　US$475.0万

  • 减仓 IWF

    -3.1%　-US$464.5万

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 343 大持股（共 791 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
1ORLYO'reilly Automotive INC股票-周期性消费9.58%+0.14%+0.09%
2NVDANvidia CORP股票-科技3.66%-0.29%-1.28%
3SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长3.12%-0.35%-5.85%
4MSFTMicrosoft CORP股票-科技2.49%-0.61%+4.50%
5AAPLApple INC股票-科技2.22%-0.11%+1.72%
6IWFIshares Russell 1000 GrowthETF-其他2.14%-0.31%-3.07%
7GOOGLAlphabet Inc-cl A股票-通信服务1.88%-0.17%-0.58%
8WMTWalmart INC股票-非周期性消费1.79%+0.20%+0.87%
9AMZNAmazon.com INC股票-周期性消费1.74%-0.13%+2.59%
10SFNCSimmons First Natl Corp-cl A股票-其他1.73%—-6.34%
11VEAVanguard Ftse Developed ETFETF-其他1.71%—+0.23%
12HDVIshares Core High Dividend EETF-其他1.60%—-10.11%
13IJRIshares Core S&p Small-cap EETF-中小型股1.58%—-0.97%
14VOVanguard Mid-cap ETFETF-其他1.42%—-0.17%
15CATCaterpillar INC股票-工业1.25%+0.20%-4.13%
16XOMExxon Mobil CORP股票-能源1.25%+0.33%-3.71%
17JPMJpmorgan Chase & Co股票-金融1.24%-0.10%+1.22%
18CVXChevron CORP股票-能源1.19%+0.32%+0.55%
19IJHIshares Core S&p Midcap ETFETF-其他1.17%—-1.71%
20METAMeta Platforms Inc-class A股票-通信服务1.17%-0.15%+1.90%
21QQQInvesco Qqq Trust Series 1ETF-科技型1.10%-0.07%-0.71%
22XLKSs Technology Select SectorETF-科技型1.05%-0.17%-6.40%
23MDYState Street Spdr S&p MidcapETF-其他1.01%—-0.22%
24GSGoldman Sachs Group INC股票-金融1.00%—-3.04%
25IWMIshares Russell 2000 ETFETF-中小型股0.96%—-0.17%
26PSXPhillips 66股票-能源0.92%+0.28%+1.23%
27COSTCostco Wholesale CORP股票-非周期性消费0.85%+0.13%+2.08%
28VWOVanguard Ftse Emerging MarkeETF-新兴市场0.82%—+2.22%
29DEDeere & Co股票-工业0.82%+0.16%+1.80%
30IVVIshares Core S&p 500 ETFETF-大型股与成长0.78%—-1.28%
31BACBank Of America CORP股票-金融0.77%-0.08%+1.27%
32ABBVAbbvie INC股票-医疗保健0.76%—+3.22%
33NEENextera Energy INC股票-公用事业0.76%+0.13%+2.96%
34CSCOCisco Systems INC股票-科技0.76%—-0.98%
35EFAIshares Msci Eafe ETFETF-其他0.72%—-1.84%
36BRK-BBerkshire Hathaway Inc-cl B股票-其他0.71%—+0.62%
37LMTLockheed Martin CORP股票-工业0.64%+0.16%+6.77%
38KLACKla CORP股票-科技0.61%+0.09%-4.56%
39ORCLOracle CORP股票-科技0.60%-0.15%+5.38%
40HDHome Depot INC股票-周期性消费0.59%—+0.76%
41AMGNAmgen INC股票-医疗保健0.59%—+2.97%
42SDYSs Spdr S&p Dividend ETFETF-其他0.58%—-0.37%
43MRKMerck & Co. INC.股票-医疗保健0.57%—+0.02%
44JNJJohnson & Johnson股票-医疗保健0.56%+0.10%+2.10%
45KOCoca-cola Co/the股票-非周期性消费0.56%—-0.43%
46ISRGIntuitive Surgical INC股票-医疗保健0.55%-0.11%+2.78%
47VVVanguard Large-cap ETFETF-其他0.53%—-2.87%
48SOSouthern Co/the股票-公用事业0.53%+0.09%+7.75%
49DELLDell Technologies -c股票-科技0.52%+0.12%+1.52%
50GSBCGreat Southern Bancorp INC股票-其他0.51%-0.09%-18.06%
1–50 of 343

本季持股变动

Simmons Bank 在 2026-03-31 最显著的持仓异动： 清仓: Autodesk INC (ADSK); 新建仓: Eqt CORP (EQT); 新建仓: Pultegroup INC (PHM); 新建仓: Monolithic Power Systems INC (MPWR); 新建仓: Sandisk CORP (SNDK).

Simmons 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
1XOMExxon Mobil CORP+0.3%-3.71%减仓
2CVXChevron CORP+0.3%+0.55%加仓
3PSXPhillips 66+0.3%+1.23%加仓
4NFLXNetflix INC+0.2%+947.21%加仓
5WMTWalmart INC+0.2%+0.87%加仓
6CATCaterpillar INC+0.2%-4.13%减仓
7NOCNorthrop Grumman CORP+0.2%+330.18%加仓
8ETNEaton Corporation plc+0.2%+71.09%加仓
9LMTLockheed Martin CORP+0.2%+6.77%加仓
10DEDeere & Co+0.2%+1.80%加仓
11GEVGE Vernova INC+0.1%+5.63%加仓
12ORLYO'reilly Automotive INC+0.1%+0.09%加仓
13COSTCostco Wholesale CORP+0.1%+2.08%加仓
14NEENextera Energy INC+0.1%+2.96%加仓
15DELLDell Technologies -c+0.1%+1.52%加仓
16AMATApplied Materials INC+0.1%+57.70%加仓
17VZVerizon Communications INC+0.1%+1.31%加仓
18JNJJohnson & Johnson+0.1%+2.10%加仓
19GLWCorning INC+0.1%+109.56%加仓
20SOSouthern Co/the+0.1%+7.75%加仓
21KLACKla CORP+0.1%-4.56%减仓
22QQQInvesco Qqq Trust Series 1-0.1%-0.71%减仓
23LLYEli Lilly & Co-0.1%+0.87%加仓
24VUGVanguard Growth ETF-0.1%-3.85%减仓
25BACBank Of America CORP-0.1%+1.27%加仓
26GSBCGreat Southern Bancorp INC-0.1%-18.06%减仓
27JPMJpmorgan Chase & Co-0.1%+1.22%加仓
28MINTPimco Enhanced Short Maturit-0.1%-69.06%减仓
29AAPLApple INC-0.1%+1.72%加仓
30ISRGIntuitive Surgical INC-0.1%+2.78%加仓
31AMZNAmazon.com INC-0.1%+2.59%加仓
32METAMeta Platforms Inc-class A-0.2%+1.90%加仓
33ORCLOracle CORP-0.2%+5.38%加仓
34GOOGLAlphabet Inc-cl A-0.2%-0.58%减仓
35XLKSs Technology Select Sector-0.2%-6.40%减仓
36ADBEAdobe INC-0.2%-53.07%减仓
37FTNTFortinet INC-0.2%-94.19%减仓
38ACNAccenture plc-0.2%-76.43%减仓
39BKNGBooking Holdings INC-0.3%-88.93%减仓
40NVDANvidia CORP-0.3%-1.28%减仓
41IWFIshares Russell 1000 Growth-0.3%-3.07%减仓
42SPYSs Spdr S&p 500 ETF Trust-us-0.4%-5.85%减仓
43CRMSalesforce INC-0.4%-43.86%减仓
44MSFTMicrosoft CORP-0.6%+4.50%加仓
45ADSKAutodesk INC—EXIT清仓
46EQTEqt CORP—NEW新建仓
47PHMPultegroup INC—NEW新建仓
48MPWRMonolithic Power Systems INC—NEW新建仓
49SNDKSandisk CORP—NEW新建仓
50HWMHowmet Aerospace INC—NEW新建仓

FAQ

Simmons Bank 是什么机构？属于哪种投资人类型？
Simmons 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$14.9亿，分布在 791 个已申报仓位之中。
Simmons Bank 目前前几大持股有哪些？
根据最新 13F 申报，Simmons Bank 按市值排列的前几大持股为： 1. O'reilly Automotive INC (ORLY) — US$1.4亿 (9.6%) 2. Nvidia CORP (NVDA) — US$5459.8万 (3.7%) 3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$4657.7万 (3.1%) 4. Microsoft CORP (MSFT) — US$3713.6万 (2.5%) 5. Apple INC (AAPL) — US$3311.8万 (2.2%)
Simmons Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Simmons Bank 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 27 个既有持股、减仓 17 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Autodesk INC (ADSK); 新建仓: Eqt CORP (EQT); 新建仓: Pultegroup INC (PHM); 新建仓: Monolithic Power Systems INC (MPWR); 新建仓: Sandisk CORP (SNDK)
Simmons 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，Simmons Bank 的主要板块分布如下： • Information Technology: 29.4% • Health Care: 12.7% • Financials: 11.2% • Communication Services: 10.7% • Consumer Staples: 9.8% • Industrials: 9.8%

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