13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001914099
申报总市值
US$2.4亿
US$2.4亿
54 檔
106.5%
根据最新整理的 13F 季度数据集，BancFirst Trust & Investment Management 于 Q3 2024 结束时的管理资产规模为 US$2.4亿。该机构在本季度申报了 54 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，BancFirst Trust & Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，BancFirst Trust & Investment Management 的前 5 大核心持股（包含 BANF, XOM, BND 等）合计占整体申报市值的 106.5%，反映机构在主要关键仓位上的权重分布。
| # | 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 | BANF | Bancfirst CORP | 股票-其他 | 59.53% | +0.86% | +50.78% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 12.73% | -6.02% | -1.02% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 4.68% | -0.22% | — | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 3.92% | +0.26% | -0.85% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.62% | -0.03% | -3.40% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.49% | — | -1.23% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.39% | +0.18% | -13.44% | |
| 8 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.28% | +0.39% | — | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.05% | +0.23% | +0.27% | |
| 10 | OGE | Oge Energy CORP | 股票-公用事业 | 0.87% | -0.02% | -8.62% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.77% | +0.08% | -0.20% | |
| 12 | OKE | Oneok Inc | 股票-能源 | 0.76% | -0.05% | +0.21% | |
| 13 | ✓ | Stardust Pwr Inc | 股票-其他 | 0.74% | — | — | |
| 14 | BANF 7.2 03-31-34债券 | Bfc Capital Trust Ii | 债券 | 0.52% | -0.01% | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.04% | +5.44% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.41% | -0.02% | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.38% | +0.07% | +21.57% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.33% | +0.15% | -2.12% | |
| 19 | GL | Globe Life Inc | 股票-金融 | 0.30% | — | — | |
| 20 | PRU | Prudential Financial Inc | 股票-金融 | 0.27% | — | +0.46% | |
| 21 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.22% | — | -16.27% | |
| 22 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.22% | — | — | |
| 23 | UNP | Union Pacific CORP | 股票-工业 | 0.22% | +0.03% | -3.01% | |
| 24 | USB F PERP B*债券 | US Bancorp | 债券 | 0.22% | — | — | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.21% | +0.40% | NEW | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.21% | -0.10% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.19% | — | +0.60% | |
| 28 | PFE | Pfizer Inc | 股票-医疗保健 | 0.18% | — | -1.19% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.16% | -0.05% | -4.43% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.16% | — | +1.21% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.15% | +0.46% | -3.17% | |
| 32 | AMGN | Amgen Inc | 股票-医疗保健 | 0.15% | — | — | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.15% | -0.02% | +0.77% | |
| 34 | EPD | Enterprise Products Partners | 股票-能源 | 0.14% | -0.02% | — | |
| 35 | NEM | Newmont CORP | 股票-原材料 | 0.14% | — | -0.64% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.14% | — | +0.49% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.14% | +0.14% | -16.42% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.13% | +0.19% | -43.97% | |
| 39 | TY | Tri-continental CORP | 股票-其他 | 0.12% | — | — | |
| 40 | GD | General Dynamics CORP | 股票-工业 | 0.11% | — | -0.74% | |
| 41 | BP | Bp Plc-spons Adr | 股票-能源 | 0.11% | -0.05% | -18.61% | |
| 42 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 0.10% | — | -1.78% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.10% | — | +1.22% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.09% | — | +1.39% | |
| 45 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.09% | — | +1.11% | |
| 46 | BKH | Black Hills CORP | 股票-公用事业 | 0.09% | — | +0.99% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.08% | — | -44.13% | |
| 48 | TSLA | Tesla Inc | 股票-周期性消费 | 0.08% | +0.09% | — | |
| 49 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.08% | +0.29% | NEW | |
| 50 | T | At&t Inc | 股票-通信服务 | 0.08% | -0.02% | -37.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BANF | Bancfirst CORP | +14% | +50.78% | 加仓 |
| 2 | ✓ | Stardust Pwr Inc | +0.7% | NEW | 新建仓 |
| 3 | TSLA | Tesla Inc | +0.1% | NEW | 新建仓 |
| 4 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | 新建仓 |
| 5 | VTV | Vanguard Value ETF | +0.1% | NEW | 新建仓 |
| 6 | NEM | Newmont CORP | 0% | -0.64% | 减仓 |
| 7 | IBM | Intl Business Machines CORP | 0% | +1.39% | 加仓 |
| 8 | LMT | Lockheed Martin CORP | 0% | +1.22% | 加仓 |
| 9 | MCD | Mcdonald's CORP | 0% | +0.77% | 加仓 |
| 10 | BKH | Black Hills CORP | 0% | +0.99% | 加仓 |
| 11 | GL | Globe Life Inc | 0% | — | 不变 |
| 12 | KO | Coca-cola Co/the | 0% | +0.49% | 加仓 |
| 13 | VOD | Vodafone Group Plc-sp Adr | 0% | -1.78% | 减仓 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +21.57% | 加仓 |
| 15 | WMT | Walmart Inc | 0% | — | 不变 |
| 16 | CSCO | Cisco Systems Inc | 0% | +0.60% | 加仓 |
| 17 | TY | Tri-continental CORP | 0% | — | 不变 |
| 18 | AAPL | Apple Inc | -0.1% | -3.17% | 减仓 |
| 19 | AMGN | Amgen Inc | -0.1% | — | 不变 |
| 20 | T | At&t Inc | -0.1% | -37.04% | 减仓 |
| 21 | PFE | Pfizer Inc | -0.1% | -1.19% | 减仓 |
| 22 | IVE | Ishares S&p 500 Value ETF | -0.1% | -36.71% | 减仓 |
| 23 | UNP | Union Pacific CORP | -0.1% | -3.01% | 减仓 |
| 24 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.43% | 减仓 |
| 25 | VUG | Vanguard Growth ETF | -0.1% | -16.42% | 减仓 |
| 26 | PRU | Prudential Financial Inc | -0.1% | +0.46% | 加仓 |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.1% | EXIT | 清仓 |
| 28 | BP | Bp Plc-spons Adr | -0.1% | -18.61% | 减仓 |
| 29 | ABBV | Abbvie Inc | -0.1% | -16.27% | 减仓 |
| 30 | COP | Conocophillips | -0.1% | EXIT | 清仓 |
| 31 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | EXIT | 清仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | -44.13% | 减仓 |
| 33 | KTOS | Kratos Defense & Security | -0.1% | EXIT | 清仓 |
| 34 | IVW | Ishares S&p 500 Growth ETF | -0.1% | EXIT | 清仓 |
| 35 | NVDA | Nvidia CORP | -0.1% | -11.45% | 减仓 |
| 36 | MSFT | Microsoft CORP | -0.2% | -2.12% | 减仓 |
| 37 | OKE | Oneok Inc | -0.2% | +0.21% | 加仓 |
| 38 | CVX | Chevron CORP | -0.2% | +5.44% | 加仓 |
| 39 | LLY | Eli Lilly & Co | -0.2% | -43.97% | 减仓 |
| 40 | BANF 7.2 03-31-34债券 | Bfc Capital Trust Ii | -0.2% | — | 不变 |
| 41 | BIV | Vanguard Intermediate-term B | -0.3% | -0.20% | 减仓 |
| 42 | OGE | Oge Energy CORP | -0.3% | -8.62% | 减仓 |
| 43 | VEA | Vanguard Ftse Developed ETF | -0.3% | +0.27% | 加仓 |
| 44 | LEVI | Levi Strauss & Co- Class A | -0.3% | — | 不变 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -1.23% | 减仓 |
| 46 | BSV | Vanguard Short-term Bond ETF | -0.8% | -13.44% | 减仓 |
| 47 | VBR | Vanguard Small-cap Value ETF | -1.1% | -0.85% | 减仓 |
| 48 | VOO | Vanguard S&p 500 ETF | -1.4% | -3.40% | 减仓 |
| 49 | BND | Vanguard Total Bond Market | -1.6% | — | 不变 |
| 50 | XOM | Exxon Mobil CORP | -5% | -1.02% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，BancFirst Trust & Investment Management 在 Q3 2024 季度的美股持仓总市值约为 US$2.4亿，共申报了 54 个公开持股仓位。
在 Q3 2024 季度，BancFirst Trust & Investment Management 按市值排列的前三大核心持股分别为：BANF (59.5%)、XOM (12.7%)、BND (4.7%)。其中最大持股仓位 BANF 占据整体投资组合约 59.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
STARDUST PWR INC
市值: US$222.1万
本季最大获利了结 / 清仓标的
IVW
前期市值: US$28.7万
在 Q3 2024 季度中，BancFirst Trust & Investment Management 共进行了 43 项持仓异动，包含新建仓 4 个仓位、加仓 12 个仓位、减仓 22 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 STARDUST PWR INC。 本季清仓仓位包含 IVW。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。