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
39 檔
71.2%
Q1 2025 季度申报显示，BancFirst Trust & Investment Management 披露的美股组合总市值为 US$2.4亿，涵盖 39 个不同之权益投资仓位。
在 Q1 2025，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 13 个仓位并完全清仓 21 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, EXXON MOBIL CORP, BND 等）合计占整体申报市值的 71.2%，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 | 47.83% | +0.86% | -3.42% | |
| 2 | ✓ | Exxon Mobil CORP | 股票-其他 | 19.28% | — | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 6.78% | -0.22% | — | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 5.40% | +0.26% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.87% | -0.03% | -7.02% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.10% | +0.18% | +0.84% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.46% | — | -29.23% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.44% | +0.23% | — | |
| 9 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.38% | +0.39% | — | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.14% | +0.08% | +1.09% | |
| 11 | OKE | Oneok Inc | 股票-能源 | 1.11% | -0.05% | -11.63% | |
| 12 | OGE | Oge Energy CORP | 股票-公用事业 | 0.84% | -0.02% | -41.91% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.04% | +1.12% | |
| 14 | ✓ | Jp Morgan Exchange Traded F | 股票-其他 | 0.61% | — | — | |
| 15 | BANF 7.2 03-31-34债券 | Bfc Capital Trust Ii | 债券 | 0.43% | -0.01% | -45.91% | |
| 16 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型股与成长 | 0.40% | — | — | |
| 17 | KTOS | Kratos Defense & Security | 股票-工业 | 0.37% | -0.16% | — | |
| 18 | ✓ | Bancfirst CORP | 股票-其他 | 0.34% | — | — | |
| 19 | UNP | Union Pacific CORP | 股票-工业 | 0.31% | +0.03% | — | |
| 20 | EPD | Enterprise Products Partners | 股票-能源 | 0.25% | -0.02% | — | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.25% | -0.10% | -35.24% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.22% | +0.15% | -44.43% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.21% | -0.05% | -0.91% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.21% | +0.14% | +9.44% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 0.20% | +0.46% | -9.38% | |
| 26 | GL | Globe Life Inc | 股票-金融 | 0.18% | — | -50.06% | |
| 27 | BP | Bp Plc-spons Adr | 股票-能源 | 0.17% | -0.05% | — | |
| 28 | TY | Tri-continental CORP | 股票-其他 | 0.17% | — | — | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | +0.19% | -6.94% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 0.15% | — | — | |
| 31 | T | At&t Inc | 股票-通信服务 | 0.15% | -0.02% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.15% | -0.02% | -25.68% | |
| 33 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.14% | -0.43% | +13.54% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.12% | +0.09% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.11% | — | — | |
| 36 | ✓ | Broadcom Inc | 股票-其他 | 0.11% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-其他 | 0.10% | -0.03% | — | |
| 38 | ✓ | Stardust Pwr Inc | 股票-其他 | 0.06% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.04% | +0.07% | -91.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Exxon Mobil CORP | +19.3% | NEW | 新建仓 |
| 2 | BND | Vanguard Total Bond Market | +0.8% | — | 不变 |
| 3 | ✓ | Jp Morgan Exchange Traded F | +0.6% | NEW | 新建仓 |
| 4 | ✓ | +0.4% | NEW | 新建仓 | |
| 5 | ✓ | +0.3% | NEW | 新建仓 | |
| 6 | BSV | Vanguard Short-term Bond ETF | +0.3% | +0.84% | 加仓 |
| 7 | VBR | Vanguard Small-cap Value ETF | +0.2% | — | 不变 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | — | 不变 |
| 9 | CVX | Chevron CORP | +0.2% | +1.12% | 加仓 |
| 10 | BIV | Vanguard Intermediate-term B | +0.2% | +1.09% | 加仓 |
| 11 | ✓ | +0.1% | NEW | 新建仓 | |
| 12 | KTOS | Kratos Defense & Security | +0.1% | — | 不变 |
| 13 | T | At&t Inc | 0% | — | 不变 |
| 14 | LEVI | Levi Strauss & Co- Class A | 0% | — | 不变 |
| 15 | IWF | Ishares Russell 1000 Growth | 0% | -0.91% | 减仓 |
| 16 | AAPL | Apple Inc | 0% | -9.38% | 减仓 |
| 17 | MCD | Mcdonald's CORP | 0% | -25.68% | 减仓 |
| 18 | OKE | Oneok Inc | -0.1% | -11.63% | 减仓 |
| 19 | TSLA | Tesla Inc | -0.1% | — | 不变 |
| 20 | IVE | Ishares S&p 500 Value ETF | -0.1% | EXIT | 清仓 |
| 21 | LYB | LyondellBasell Industries N.V. | -0.1% | EXIT | 清仓 |
| 22 | GL | Globe Life Inc | -0.1% | -50.06% | 减仓 |
| 23 | VOO | Vanguard S&p 500 ETF | -0.1% | -7.02% | 减仓 |
| 24 | WMT | Walmart Inc | -0.1% | -35.24% | 减仓 |
| 25 | VOD | Vodafone Group Plc-sp Adr | -0.1% | EXIT | 清仓 |
| 26 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清仓 |
| 27 | AMZN | Amazon.com Inc | -0.1% | EXIT | 清仓 |
| 28 | BKH | Black Hills CORP | -0.1% | EXIT | 清仓 |
| 29 | AVGO | Broadcom Inc | -0.1% | EXIT | 清仓 |
| 30 | NEM | Newmont CORP | -0.1% | EXIT | 清仓 |
| 31 | GD | General Dynamics CORP | -0.1% | EXIT | 清仓 |
| 32 | KO | Coca-cola Co/the | -0.2% | EXIT | 清仓 |
| 33 | AMGN | Amgen Inc | -0.2% | EXIT | 清仓 |
| 34 | MSFT | Microsoft CORP | -0.2% | -44.43% | 减仓 |
| 35 | PFE | Pfizer Inc | -0.2% | EXIT | 清仓 |
| 36 | TTEN | Totalenergies Se -spon Adr | -0.2% | EXIT | 清仓 |
| 37 | BANF 7.2 03-31-34债券 | Bfc Capital Trust Ii | -0.3% | -45.91% | 减仓 |
| 38 | WFC | Wells Fargo & Co | -0.3% | EXIT | 清仓 |
| 39 | CSCO | Cisco Systems Inc | -0.3% | EXIT | 清仓 |
| 40 | USB F PERP B*债券 | US Bancorp | -0.3% | EXIT | 清仓 |
| 41 | ABBV | Abbvie Inc | -0.3% | EXIT | 清仓 |
| 42 | NVDA | Nvidia CORP | -0.3% | EXIT | 清仓 |
| 43 | OGE | Oge Energy CORP | -0.3% | -41.91% | 减仓 |
| 44 | PRU | Prudential Financial Inc | -0.4% | EXIT | 清仓 |
| 45 | ✓ | Stardust Pwr Inc | -0.4% | — | 不变 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -91.58% | 减仓 |
| 47 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -29.23% | 减仓 |
| 48 | JPST | Jpmorgan Ultra-short Income | -0.5% | EXIT | 清仓 |
| 49 | BANF | Bancfirst CORP | -0.7% | -3.42% | 减仓 |
| 50 | XOM | Exxon Mobil CORP | -15.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，BancFirst Trust & Investment Management 在 Q1 2025 季度的美股持仓总市值约为 US$2.4亿，共申报了 39 个公开持股仓位。
在 Q1 2025 季度，BancFirst Trust & Investment Management 按市值排列的前三大核心持股分别为：BANF (47.8%)、EXXON MOBIL CORP (19.3%)、BND (6.8%)。其中最大持股仓位 BANF 占据整体投资组合约 47.8% 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
EXXON MOBIL CORP
市值: US$3867.9万
本季最大获利了结 / 清仓标的
XOM
前期市值: US$3472.6万
在 Q1 2025 季度中，BancFirst Trust & Investment Management 共进行了 42 项持仓异动，包含新建仓 5 个仓位、加仓 3 个仓位、减仓 13 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 EXXON MOBIL CORP。 本季清仓仓位包含 XOM。
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。