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
40 檔
76.2%
截至 Q2 2025 季度末，BancFirst Trust & Investment Management 的美股持仓估值约为 US$2.4亿，全数申报仓位共有 40 档。
在 Q2 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 14 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, VBR 等）合计占整体申报市值的 76.2%，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 | 50.94% | +0.86% | +0.37% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 16.64% | -6.02% | — | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 5.72% | +0.26% | +7.97% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 5.39% | -0.22% | -14.55% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.96% | -0.03% | -1.18% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.43% | +0.18% | +24.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.49% | — | -0.48% | |
| 8 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 1.49% | +0.39% | -1.70% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.36% | +0.23% | -8.16% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.21% | -0.02% | — | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.18% | +0.08% | +10.58% | |
| 12 | OKE | Oneok Inc | 股票-能源 | 0.84% | -0.05% | -1.54% | |
| 13 | OGE | Oge Energy CORP | 股票-公用事业 | 0.75% | -0.02% | -1.00% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.04% | -2.44% | |
| 15 | KTOS | Kratos Defense & Security | 股票-工业 | 0.52% | -0.16% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.46% | +0.07% | +908.13% | |
| 17 | BANF 7.2 03-31-34债券 | Bfc Capital Trust Ii | 债券 | 0.40% | -0.01% | — | |
| 18 | UNP | Union Pacific CORP | 股票-工业 | 0.29% | +0.03% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.24% | +0.15% | -8.68% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.23% | -0.05% | — | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.23% | -0.10% | -12.53% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.22% | -0.43% | +76.13% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.21% | +0.14% | -8.63% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 0.21% | -0.02% | — | |
| 25 | AAPL | Apple Inc | 股票-科技 | 0.17% | +0.46% | — | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.16% | — | — | |
| 27 | TY | Tri-continental CORP | 股票-其他 | 0.16% | — | — | |
| 28 | GL | Globe Life Inc | 股票-金融 | 0.16% | — | — | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.15% | +0.15% | — | |
| 30 | BP | Bp Plc-spons Adr | 股票-能源 | 0.14% | -0.05% | -0.98% | |
| 31 | TSLA | Tesla Inc | 股票-周期性消费 | 0.13% | +0.09% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.13% | -0.02% | — | |
| 33 | T | At&t Inc | 股票-通信服务 | 0.12% | -0.02% | -8.34% | |
| 34 | ✓ | 股票-其他 | 0.12% | +0.01% | — | ||
| 35 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.12% | +0.19% | -18.16% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.10% | -0.03% | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.10% | -0.04% | — | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.09% | -0.06% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.09% | — | — | |
| 40 | ✓ | Stardust Pwr Inc | 股票-其他 | 0.02% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +16.6% | NEW | 新建仓 |
| 2 | BANF | Bancfirst CORP | +3.1% | +0.37% | 加仓 |
| 3 | JPST | Jpmorgan Ultra-short Income | +1.2% | NEW | 新建仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +908.13% | 加仓 |
| 5 | BSV | Vanguard Short-term Bond ETF | +0.3% | +24.01% | 加仓 |
| 6 | VBR | Vanguard Small-cap Value ETF | +0.3% | +7.97% | 加仓 |
| 7 | KTOS | Kratos Defense & Security | +0.2% | — | 不变 |
| 8 | AVGO | Broadcom Inc | +0.2% | NEW | 新建仓 |
| 9 | ✓ | +0.1% | NEW | 新建仓 | |
| 10 | LEVI | Levi Strauss & Co- Class A | +0.1% | -1.70% | 减仓 |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | 新建仓 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.18% | 减仓 |
| 13 | IVE | Ishares S&p 500 Value ETF | +0.1% | NEW | 新建仓 |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | +76.13% | 加仓 |
| 15 | BIV | Vanguard Intermediate-term B | 0% | +10.58% | 加仓 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.48% | 减仓 |
| 17 | MSFT | Microsoft CORP | 0% | -8.68% | 减仓 |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | — | 不变 |
| 19 | IBM | Intl Business Machines CORP | 0% | — | 不变 |
| 20 | TSLA | Tesla Inc | 0% | — | 不变 |
| 21 | VUG | Vanguard Growth ETF | — | -8.63% | 减仓 |
| 22 | VTV | Vanguard Value ETF | — | — | 不变 |
| 23 | TY | Tri-continental CORP | 0% | — | 不变 |
| 24 | GL | Globe Life Inc | 0% | — | 不变 |
| 25 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 26 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 27 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 28 | WMT | Walmart Inc | 0% | -12.53% | 减仓 |
| 29 | BP | Bp Plc-spons Adr | 0% | -0.98% | 减仓 |
| 30 | AAPL | Apple Inc | 0% | — | 不变 |
| 31 | T | At&t Inc | 0% | -8.34% | 减仓 |
| 32 | BANF 7.2 03-31-34债券 | Bfc Capital Trust Ii | 0% | — | 不变 |
| 33 | LLY | Eli Lilly & Co | 0% | -18.16% | 减仓 |
| 34 | ✓ | Stardust Pwr Inc | 0% | — | 不变 |
| 35 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 36 | VEA | Vanguard Ftse Developed ETF | -0.1% | -8.16% | 减仓 |
| 37 | OGE | Oge Energy CORP | -0.1% | -1.00% | 减仓 |
| 38 | ✓ | -0.1% | EXIT | 清仓 | |
| 39 | CVX | Chevron CORP | -0.2% | -2.44% | 减仓 |
| 40 | OKE | Oneok Inc | -0.3% | -1.54% | 减仓 |
| 41 | ✓ | -0.3% | EXIT | 清仓 | |
| 42 | ✓ | -0.4% | EXIT | 清仓 | |
| 43 | ✓ | Jp Morgan Exchange Traded F | -0.6% | EXIT | 清仓 |
| 44 | BND | Vanguard Total Bond Market | -1.4% | -14.55% | 减仓 |
| 45 | ✓ | Exxon Mobil CORP | -19.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，BancFirst Trust & Investment Management 在 Q2 2025 季度的美股持仓总市值约为 US$2.4亿，共申报了 40 个公开持股仓位。
在 Q2 2025 季度，BancFirst Trust & Investment Management 按市值排列的前三大核心持股分别为：BANF (50.9%)、XOM (16.6%)、VBR (5.7%)。其中最大持股仓位 BANF 占据整体投资组合约 50.9% 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
XOM
市值: US$3591.5万
本季最大获利了结 / 清仓标的
EXXON MOBIL CORP
前期市值: US$3867.9万
在 Q2 2025 季度中，BancFirst Trust & Investment Management 共进行了 31 项持仓异动，包含新建仓 6 个仓位、加仓 6 个仓位、减仓 14 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 XOM。 本季清仓仓位包含 EXXON MOBIL CORP。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。