MC

Morton Community 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$4.6亿

申报季度: 2026-03-31 · 持股只数: 199

MORTON COMMUNITY BANK在最新一期 13F 报告中披露了 199 项持股，申报期为 2026-03-31，总持股市值约为 US$4.6亿，季度换手率为 11.1%。

机构性格雪花图

集中度
5.34
持仓稳定性
11.09
动能／逆势
100
行业集中度
37.15
多样化
100
仓位均衡度
92.65

近期动向

  • 加仓 MSI

    +57.9%　US$138.7万

  • 加仓 LNG

    -0.1%　US$133.6万

  • 减仓 LRCX

    -2.7%　-US$134.1万

  • 加仓 COP

    +0.2%　US$120.9万

  • 加仓 EOG

    +1.1%　US$105.3万

  • 减仓 GOOGL

    +1.5%　-US$101.5万

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 115 大持股（共 199 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
1DGROIshares Core Dividend GrowthETF-其他4.46%—+0.91%
2SCHDSchwab US Dvd Equity ETFETF-其他3.95%+0.14%+0.36%
3LRCXLam Research CORP股票-科技2.37%-0.28%-2.69%
4AVGOBroadcom INC股票-科技1.88%-0.15%-1.69%
5XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.70%+0.12%+0.37%
6JPMJpmorgan Chase & Co股票-金融1.51%—+1.22%
7ETREntergy CORP股票-公用事业1.50%+0.21%-1.18%
8JNJJohnson & Johnson股票-医疗保健1.44%+0.11%-0.42%
9WMBWilliams Cos INC股票-能源1.40%+0.11%+0.01%
10GOOGLAlphabet Inc-cl A股票-通信服务1.40%-0.21%+1.50%
11ABBVAbbvie INC股票-医疗保健1.29%—+1.10%
12CVXChevron CORP股票-能源1.29%+0.17%-1.22%
13GSGoldman Sachs Group INC股票-金融1.28%-0.09%+2.28%
14ETNEaton Corporation plc股票-工业1.27%—+1.09%
15BSCTInvesco Bulletshares 2029 CbETF-其他1.27%—+1.22%
16BSCRInvesco Bulletshares 2027 CbETF-其他1.26%—+1.50%
17DEDeere & Co股票-工业1.26%+0.09%+0.39%
18BSCSInvesco Bulletshares 2028 CbETF-其他1.26%—+1.44%
19COPConocophillips股票-能源1.24%+0.27%+0.22%
20XOMExxon Mobil CORP股票-能源1.24%+0.20%-0.90%
21MSFTMicrosoft CORP股票-科技1.23%-0.14%+3.81%
22NINisource INC股票-公用事业1.22%—+0.38%
23TAt&t INC股票-通信服务1.22%+0.13%+1.08%
24CCitigroup INC股票-金融1.21%—+3.39%
25BSCUInvesco Bulletshares 2030 CbETF-其他1.18%—+2.28%
26RFRegions Financial CORP股票-金融1.18%-0.13%-2.64%
27LMTLockheed Martin CORP股票-工业1.18%—-0.89%
28AEPAmerican Electric Power股票-公用事业1.17%+0.11%+0.82%
29WECWec Energy Group INC股票-公用事业1.14%—+2.27%
30LNGCheniere Energy INC股票-能源1.14%+0.29%-0.05%
31PMPhilip Morris International股票-非周期性消费1.13%-0.08%+1.24%
32AXPAmerican Express Co股票-金融1.12%-0.15%+2.31%
33LNTAlliant Energy CORP股票-公用事业1.10%+0.11%+1.71%
34LECOLincoln Electric Holdings股票-工业1.10%—+0.52%
35NEENextera Energy INC股票-公用事业1.09%—+0.72%
36RGAReinsurance Group Of America股票-金融1.09%—+1.40%
37CSCOCisco Systems INC股票-科技1.09%—+1.18%
38SOSouthern Co/the股票-公用事业1.08%+0.10%+1.55%
39DUKDuke Energy CORP股票-公用事业1.08%+0.09%+0.28%
40XELXcel Energy INC股票-公用事业1.07%—+0.48%
41VZVerizon Communications INC股票-通信服务1.04%+0.14%+1.85%
42DTEDte Energy Company股票-公用事业1.04%+0.10%+0.94%
43MRKMerck & Co. INC.股票-医疗保健1.03%+0.13%+3.84%
44ALLAllstate CORP股票-金融1.02%—+1.30%
45XLFSs Financial Select SectorETF-其他1.01%—+0.92%
46HONHoneywell International INC股票-工业0.99%—+0.93%
47EOGEog Resources INC股票-能源0.98%+0.23%+1.07%
48RMDResmed INC股票-医疗保健0.95%-0.11%+2.73%
49APOApollo Global Management INC股票-金融0.95%-0.16%+2.63%
50ICEIntercontinental Exchange In股票-金融0.94%-0.07%+2.05%
1–50 of 115

本季持股变动

Morton Community Bank 在 2026-03-31 最显著的持仓异动： 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Automatic Data Processing (ADP); 清仓: Booz Allen Hamilton Holdings (BAH); 新建仓: Bloom Energy Corp- A (BE); 加仓: Motorola Solutions INC (MSI) — 股数 +57.90%.

Morton Community 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
1MSIMotorola Solutions INC+0.3%+57.90%加仓
2LNGCheniere Energy INC+0.3%-0.05%减仓
3COPConocophillips+0.3%+0.22%加仓
4EOGEog Resources INC+0.2%+1.07%加仓
5ETREntergy CORP+0.2%-1.18%减仓
6XOMExxon Mobil CORP+0.2%-0.90%减仓
7CNPCenterpoint Energy INC+0.2%+19.79%加仓
8CVXChevron CORP+0.2%-1.22%减仓
9LLYEli Lilly & Co+0.2%+93.20%加仓
10VZVerizon Communications INC+0.1%+1.85%加仓
11SCHDSchwab US Dvd Equity ETF+0.1%+0.36%加仓
12TAt&t INC+0.1%+1.08%加仓
13MRKMerck & Co. INC.+0.1%+3.84%加仓
14XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+0.37%加仓
15AEPAmerican Electric Power+0.1%+0.82%加仓
16LNTAlliant Energy CORP+0.1%+1.71%加仓
17WMBWilliams Cos INC+0.1%+0.01%加仓
18JNJJohnson & Johnson+0.1%-0.42%减仓
19TGTTarget CORP+0.1%+2.13%加仓
20SOSouthern Co/the+0.1%+1.55%加仓
21DTEDte Energy Company+0.1%+0.94%加仓
22PGRProgressive CORP+0.1%+21.21%加仓
23DEDeere & Co+0.1%+0.39%加仓
24DUKDuke Energy CORP+0.1%+0.28%加仓
25ICEIntercontinental Exchange In-0.1%+2.05%加仓
26PMPhilip Morris International-0.1%+1.24%加仓
27GSGoldman Sachs Group INC-0.1%+2.28%加仓
28DISWalt Disney Co/the-0.1%+2.93%加仓
29HDHome Depot INC-0.1%+1.04%加仓
30RMDResmed INC-0.1%+2.73%加仓
31MDTMedtronic plc-0.1%+2.48%加仓
32BLKBlackrock INC-0.1%+1.69%加仓
33SYYSysco CORP-0.1%+1.42%加仓
34RFRegions Financial CORP-0.1%-2.64%减仓
35SPGIS&p Global INC-0.1%+6.33%加仓
36DDominion Energy INC-0.1%-68.53%减仓
37MSFTMicrosoft CORP-0.1%+3.81%加仓
38DOXAmdocs Limited-0.1%+3.81%加仓
39AVGOBroadcom INC-0.2%-1.69%减仓
40AXPAmerican Express Co-0.2%+2.31%加仓
41APOApollo Global Management INC-0.2%+2.63%加仓
42ACNAccenture plc-0.2%+2.86%加仓
43GPCGenuine Parts Co-0.2%+3.33%加仓
44ORCLOracle CORP-0.2%-37.91%减仓
45GOOGLAlphabet Inc-cl A-0.2%+1.50%加仓
46LRCXLam Research CORP-0.3%-2.69%减仓
47AZNNAstrazeneca Plc-spons Adr—EXIT清仓
48ADPAutomatic Data Processing—NEW新建仓
49BAHBooz Allen Hamilton Holdings—EXIT清仓
50BEBloom Energy Corp- A—NEW新建仓

FAQ

Morton Community Bank 是什么机构？属于哪种投资人类型？
Morton Community 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$4.6亿，分布在 199 个已申报仓位之中。
Morton Community Bank 目前前几大持股有哪些？
根据最新 13F 申报，Morton Community Bank 按市值排列的前几大持股为： 1. Ishares Core Dividend Growth (DGRO) — US$2052.1万 (4.5%) 2. Schwab US Dvd Equity ETF (SCHD) — US$1819.1万 (4.0%) 3. Lam Research CORP (LRCX) — US$1091.8万 (2.4%) 4. Broadcom INC (AVGO) — US$862.8万 (1.9%) 5. St Sr Utl Sl Se Spdr Etf-usd (XLU) — US$781.0万 (1.7%)
Morton Community Bank 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Morton Community Bank 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 36 个既有持股、减仓 10 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Automatic Data Processing (ADP); 清仓: Booz Allen Hamilton Holdings (BAH); 新建仓: Bloom Energy Corp- A (BE); 加仓: Motorola Solutions INC (MSI) — 股数 +57.90%
Morton Community 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，Morton Community Bank 的主要板块分布如下： • Financials: 18.1% • Utilities: 16.0% • Health Care: 13.1% • Information Technology: 12.8% • Energy: 10.2% • Industrials: 9.4%