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: 0002026082
申报总市值
US$1.6亿
US$1.6亿
285 檔
20.2%
Q4 2024 季度申报显示，Bank & Trust Co 披露的美股组合总市值为 US$1.6亿，涵盖 285 个不同之权益投资仓位。
在 Q4 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 37 个仓位并完全清仓 0 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 20.2%，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 285 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 | 7.79% | +1.29% | -2.13% | |
| 2 | OTTR | Otter Tail CORP | 股票-工业 | 7.77% | -0.26% | -1.28% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.89% | -0.34% | -3.10% | |
| 4 | ORI | Old Republic Intl CORP | 股票-金融 | 2.77% | -0.10% | -1.25% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.65% | +0.13% | -1.64% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 2.45% | -0.48% | -0.39% | |
| 7 | AEE | Ameren Corporation | 股票-公用事业 | 2.30% | -0.09% | -3.43% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.27% | +0.40% | -1.05% | |
| 9 | ITW | Illinois Tool Works | 股票-工业 | 2.21% | -0.05% | -2.27% | |
| 10 | DUK | Duke Energy CORP | 股票-公用事业 | 2.10% | -0.19% | -1.80% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.95% | +0.38% | -0.99% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.78% | -0.58% | -0.96% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.69% | +0.08% | -1.87% | |
| 14 | ALL | Allstate CORP | 股票-金融 | 1.64% | +0.09% | — | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.61% | -0.25% | — | |
| 16 | VLO | Valero Energy CORP | 股票-能源 | 1.55% | -0.05% | -2.25% | |
| 17 | MCY | Mercury General CORP | 股票-其他 | 1.41% | +0.02% | -1.72% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.36% | -0.31% | -0.76% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | +0.57% | -0.13% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.31% | +0.07% | -0.84% | |
| 21 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.31% | -0.04% | -0.70% | |
| 22 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.28% | -0.01% | -1.45% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.23% | — | -0.13% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.22% | -0.05% | -0.54% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.22% | -0.38% | -1.10% | |
| 26 | CAT | Caterpillar Inc | 股票-工业 | 1.19% | +0.37% | -0.13% | |
| 27 | SO | Southern Co/the | 股票-公用事业 | 1.01% | -0.06% | -2.52% | |
| 28 | T | At&t Inc | 股票-通信服务 | 1.01% | -0.33% | -2.64% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.00% | — | -0.87% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.98% | -0.08% | -3.40% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.90% | -0.07% | -1.51% | |
| 32 | KEY | Keycorp | 股票-金融 | 0.89% | +0.07% | -3.02% | |
| 33 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.88% | +0.07% | — | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 0.81% | -0.15% | -1.29% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | +0.04% | -1.37% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.81% | -0.03% | -4.63% | |
| 37 | ADP | Automatic Data Processing | 股票-科技 | 0.79% | +0.02% | -1.44% | |
| 38 | COF | Capital One Financial CORP | 股票-金融 | 0.78% | +0.01% | — | |
| 39 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.78% | -0.01% | — | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.14% | -2.10% | |
| 41 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.74% | -0.05% | -1.92% | |
| 42 | FITB | Fifth Third Bancorp | 股票-金融 | 0.71% | +0.09% | -0.60% | |
| 43 | PAYX | Paychex Inc | 股票-科技 | 0.70% | — | -2.71% | |
| 44 | NUE | Nucor CORP | 股票-原材料 | 0.69% | +0.17% | +0.60% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | +0.04% | -0.29% | |
| 46 | PPL | Ppl CORP | 股票-公用事业 | 0.66% | -0.06% | -3.75% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.03% | — | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.63% | +0.04% | +5.25% | |
| 49 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.59% | +0.02% | -2.38% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.02% | -1.35% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.3% | -0.39% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.05% | 减仓 |
| 3 | C | Citigroup Inc | +0.3% | -0.99% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.2% | -0.84% | 减仓 |
| 5 | AAPL | Apple Inc | +0.2% | -1.64% | 减仓 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -0.13% | 减仓 |
| 7 | COF | Capital One Financial CORP | +0.1% | — | 不变 |
| 8 | WMB | Williams Cos Inc | +0.1% | -4.63% | 减仓 |
| 9 | TSLA | Tesla Inc | +0.1% | +306.25% | 加仓 |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | — | 不变 |
| 11 | NVDA | Nvidia CORP | +0.1% | +5.25% | 加仓 |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -0.29% | 减仓 |
| 13 | MCY | Mercury General CORP | +0.1% | -1.72% | 减仓 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | -3.40% | 减仓 |
| 15 | BAC | Bank Of America CORP | +0.1% | — | 不变 |
| 16 | GILD | Gilead Sciences Inc | +0.1% | — | 不变 |
| 17 | BP | Bp Plc-spons Adr | 0% | +404.76% | 加仓 |
| 18 | AVGO | Broadcom Inc | 0% | -5.47% | 减仓 |
| 19 | AEE | Ameren Corporation | 0% | -3.43% | 减仓 |
| 20 | UNM | Unum Group | 0% | — | 不变 |
| 21 | CVX | Chevron CORP | 0% | -1.10% | 减仓 |
| 22 | HD | Home Depot Inc | 0% | -0.13% | 减仓 |
| 23 | PPL | Ppl CORP | 0% | -3.75% | 减仓 |
| 24 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 25 | SBUX | Starbucks CORP | 0% | — | 不变 |
| 26 | MDT | Medtronic plc | 0% | -9.71% | 减仓 |
| 27 | ITW | Illinois Tool Works | -0.1% | -2.27% | 减仓 |
| 28 | CAT | Caterpillar Inc | -0.1% | -0.13% | 减仓 |
| 29 | CEG | Constellation Energy | -0.1% | — | 不变 |
| 30 | KMB | Kimberly-clark CORP | -0.1% | -2.38% | 减仓 |
| 31 | PFE | Pfizer Inc | -0.1% | -1.29% | 减仓 |
| 32 | AEP | American Electric Power | -0.1% | -4.19% | 减仓 |
| 33 | INTC | Intel CORP | -0.1% | -6.24% | 减仓 |
| 34 | ABBV | Abbvie Inc | -0.1% | — | 不变 |
| 35 | DOW | Dow Inc | -0.1% | -1.42% | 减仓 |
| 36 | SO | Southern Co/the | -0.1% | -2.52% | 减仓 |
| 37 | PEP | Pepsico Inc | -0.1% | -2.10% | 减仓 |
| 38 | MSFT | Microsoft CORP | -0.1% | -3.10% | 减仓 |
| 39 | ADM | Archer-daniels-midland Co | -0.1% | -4.23% | 减仓 |
| 40 | DUK | Duke Energy CORP | -0.1% | -1.80% | 减仓 |
| 41 | JNJ | Johnson & Johnson | -0.1% | -0.54% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -0.96% | 减仓 |
| 43 | VZ | Verizon Communications Inc | -0.1% | -0.76% | 减仓 |
| 44 | KO | Coca-cola Co/the | -0.1% | -0.87% | 减仓 |
| 45 | VLO | Valero Energy CORP | -0.1% | -2.25% | 减仓 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -1.45% | 减仓 |
| 47 | NUE | Nucor CORP | -0.2% | +0.60% | 加仓 |
| 48 | MPC | Marathon Petroleum CORP | -0.2% | -0.70% | 减仓 |
| 49 | OTTR | Otter Tail CORP | -0.3% | -1.28% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -1% | -2.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank & Trust Co 在 Q4 2024 季度的美股持仓总市值约为 US$1.6亿，共申报了 285 个公开持股仓位。
在 Q4 2024 季度，Bank & Trust Co 按市值排列的前三大核心持股分别为：LLY (7.8%)、OTTR (7.8%)、MSFT (5.9%)。其中最大持股仓位 LLY 占据整体投资组合约 7.8% 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
LLY
前期市值: US$1088.0万
在 Q4 2024 季度中，Bank & Trust Co 共进行了 41 项持仓异动，包含新建仓 0 个仓位、加仓 4 个仓位、减仓 37 个仓位以及清仓 0 个仓位。
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。