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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002026082
申报总市值
US$1.6亿
US$1.6亿
287 檔
21.7%
在 Q3 2024 的 13F 官方备案中，Bank & Trust Co 管理的美股投资组合规模来到 US$1.6亿，整体持股档数为 287 档。
在 Q3 2024，Bank & Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 19 个仓位并完全清仓 1 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，Bank & Trust Co 的前 5 大核心持股（包含 LLY, OTTR, MSFT 等）合计占整体申报市值的 21.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 287 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 |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | 股票-医疗保健 | 8.83% | +1.29% | -0.13% | |
| 2 | OTTR | Otter Tail CORP | 股票-工业 | 8.05% | -0.26% | -0.04% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.99% | -0.34% | -1.53% | |
| 4 | ORI | Old Republic Intl CORP | 股票-金融 | 2.65% | -0.10% | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.13% | -0.09% | |
| 6 | ITW | Illinois Tool Works | 股票-工业 | 2.26% | -0.05% | -1.29% | |
| 7 | AEE | Ameren Corporation | 股票-公用事业 | 2.26% | -0.09% | +0.75% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 2.21% | -0.19% | -0.44% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.12% | -0.48% | -1.43% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.95% | +0.40% | — | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.90% | -0.58% | -0.50% | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.70% | +0.38% | — | |
| 13 | VLO | Valero Energy CORP | 股票-能源 | 1.69% | -0.05% | +0.09% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.63% | -0.25% | -0.03% | |
| 15 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.62% | +0.08% | — | |
| 16 | ALL | Allstate CORP | 股票-金融 | 1.56% | +0.09% | — | |
| 17 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.48% | -0.04% | — | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.48% | -0.31% | -0.96% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.43% | -0.01% | -1.06% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.33% | -0.05% | +0.51% | |
| 21 | MCY | Mercury General CORP | 股票-其他 | 1.31% | +0.02% | — | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.24% | — | — | |
| 23 | CAT | Caterpillar Inc | 股票-工业 | 1.24% | +0.37% | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.38% | -0.71% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.57% | — | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.12% | — | — | |
| 27 | SO | Southern Co/the | 股票-公用事业 | 1.09% | -0.06% | -2.06% | |
| 28 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.08% | +0.07% | +1.43% | |
| 29 | T | At&t Inc | 股票-通信服务 | 0.97% | -0.33% | -1.63% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.95% | +0.07% | — | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.90% | -0.08% | — | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.87% | -0.15% | +0.62% | |
| 33 | KEY | Keycorp | 股票-金融 | 0.86% | +0.07% | — | |
| 34 | NUE | Nucor CORP | 股票-原材料 | 0.85% | +0.17% | +0.83% | |
| 35 | ENB | Enbridge Inc | 股票-能源 | 0.85% | -0.07% | -0.84% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.82% | -0.14% | -0.37% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 0.78% | +0.04% | +0.80% | |
| 38 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.77% | -0.01% | — | |
| 39 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.74% | -0.05% | — | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | +0.02% | — | |
| 41 | FITB | Fifth Third Bancorp | 股票-金融 | 0.70% | +0.09% | -0.93% | |
| 42 | WMB | Williams Cos Inc | 股票-能源 | 0.69% | -0.03% | — | |
| 43 | PPL | Ppl CORP | 股票-公用事业 | 0.67% | -0.06% | -1.82% | |
| 44 | PAYX | Paychex Inc | 股票-科技 | 0.67% | — | — | |
| 45 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.64% | +0.02% | — | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | +0.01% | — | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.03% | — | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.02% | -0.33% | |
| 49 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.59% | -0.02% | — | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.04% | -2.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AEE | Ameren Corporation | +0.4% | +0.75% | 加仓 |
| 2 | ORI | Old Republic Intl CORP | +0.2% | — | 不变 |
| 3 | WMT | Walmart Inc | +0.2% | -1.43% | 减仓 |
| 4 | MCD | Mcdonald's CORP | +0.2% | -0.03% | 减仓 |
| 5 | DUK | Duke Energy CORP | +0.2% | -0.44% | 减仓 |
| 6 | ALL | Allstate CORP | +0.2% | — | 不变 |
| 7 | TRV | Travelers Cos Inc/the | +0.2% | — | 不变 |
| 8 | MCY | Mercury General CORP | +0.2% | — | 不变 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | — | 不变 |
| 10 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 11 | AAPL | Apple Inc | +0.1% | -0.09% | 减仓 |
| 12 | HD | Home Depot Inc | +0.1% | — | 不变 |
| 13 | WEC | Wec Energy Group Inc | +0.1% | — | 不变 |
| 14 | KEY | Keycorp | +0.1% | — | 不变 |
| 15 | ITW | Illinois Tool Works | +0.1% | -1.29% | 减仓 |
| 16 | SO | Southern Co/the | +0.1% | -2.06% | 减仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | — | 不变 |
| 18 | LNT | Alliant Energy CORP | +0.1% | — | 不变 |
| 19 | CEG | Constellation Energy | +0.1% | — | 不变 |
| 20 | SBUX | Starbucks CORP | +0.1% | — | 不变 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.51% | 加仓 |
| 22 | KO | Coca-cola Co/the | +0.1% | — | 不变 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 24 | T | At&t Inc | +0.1% | -1.63% | 减仓 |
| 25 | ORCL | Oracle CORP | +0.1% | — | 不变 |
| 26 | ADP | Automatic Data Processing | +0.1% | — | 不变 |
| 27 | PPL | Ppl CORP | +0.1% | -1.82% | 减仓 |
| 28 | ENB | Enbridge Inc | +0.1% | -0.84% | 减仓 |
| 29 | FITB | Fifth Third Bancorp | +0.1% | -0.93% | 减仓 |
| 30 | AEP | American Electric Power | +0.1% | — | 不变 |
| 31 | TXNM | Txnm Energy Inc | +0.1% | — | 不变 |
| 32 | GILD | Gilead Sciences Inc | +0.1% | -0.58% | 减仓 |
| 33 | MMM | 3m Co | +0.1% | — | 不变 |
| 34 | PAYX | Paychex Inc | +0.1% | — | 不变 |
| 35 | RF | Regions Financial CORP | +0.1% | — | 不变 |
| 36 | CINF | Cincinnati Financial CORP | +0.1% | -1.42% | 减仓 |
| 37 | VZ | Verizon Communications Inc | 0% | -0.96% | 减仓 |
| 38 | TFC | Truist Financial CORP | 0% | +0.80% | 加仓 |
| 39 | META | Meta Platforms Inc-class A | 0% | — | 不变 |
| 40 | SR | Spire Inc | 0% | — | 不变 |
| 41 | WRKUSD | Westrock Co | -0.1% | EXIT | 清仓 |
| 42 | CVX | Chevron CORP | -0.1% | -0.71% | 减仓 |
| 43 | INTC | Intel CORP | -0.2% | -6.79% | 减仓 |
| 44 | MPC | Marathon Petroleum CORP | -0.2% | — | 不变 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -1.06% | 减仓 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.3% | — | 不变 |
| 47 | VLO | Valero Energy CORP | -0.4% | +0.09% | 加仓 |
| 48 | MSFT | Microsoft CORP | -0.6% | -1.53% | 减仓 |
| 49 | LLY | Eli Lilly & Co | -0.6% | -0.13% | 减仓 |
| 50 | OTTR | Otter Tail CORP | -1.4% | -0.04% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank & Trust Co 在 Q3 2024 季度的美股持仓总市值约为 US$1.6亿，共申报了 287 个公开持股仓位。
在 Q3 2024 季度，Bank & Trust Co 按市值排列的前三大核心持股分别为：LLY (8.8%)、OTTR (8.1%)、MSFT (6.0%)。其中最大持股仓位 LLY 占据整体投资组合约 8.8% 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。
本季最大获利了结 / 清仓标的
WRKUSD
前期市值: US$13.6万
在 Q3 2024 季度中，Bank & Trust Co 共进行了 24 项持仓异动，包含新建仓 0 个仓位、加仓 4 个仓位、减仓 19 个仓位以及清仓 1 个仓位。 本季清仓仓位包含 WRKUSD。
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。