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
289 檔
20.5%
Bank & Trust Co 在 Q1 2025 季度的美股仓位总计估值为 US$1.6亿，分散于 289 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Bank & Trust Co 进行了温和的常态性持仓调整（包含新建仓 3 档、加仓 18 档、减仓 23 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，Bank & Trust Co 的前 5 大核心持股（包含 OTTR, LLY, MSFT 等）合计占整体申报市值的 20.5%，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 289 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 | OTTR | Otter Tail CORP | 股票-工业 | 8.08% | -0.26% | -1.52% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 7.98% | +1.29% | -1.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.97% | -0.34% | -2.23% | |
| 4 | ORI | Old Republic Intl CORP | 股票-金融 | 3.00% | -0.10% | +3.09% | |
| 5 | AEE | Ameren Corporation | 股票-公用事业 | 2.42% | -0.09% | -3.88% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 2.26% | -0.48% | -2.00% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.13% | -0.82% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 2.25% | -0.19% | -2.75% | |
| 9 | ITW | Illinois Tool Works | 股票-工业 | 2.06% | -0.05% | -2.08% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | -0.58% | +4.47% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.87% | +0.38% | -1.95% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.80% | +0.40% | -0.33% | |
| 13 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.75% | +0.08% | -2.98% | |
| 14 | ALL | Allstate CORP | 股票-金融 | 1.71% | +0.09% | — | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.68% | -0.25% | — | |
| 16 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.60% | -0.31% | +7.46% | |
| 17 | VLO | Valero Energy CORP | 股票-能源 | 1.58% | -0.05% | -2.67% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.36% | -0.05% | -0.23% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.33% | -0.38% | -2.61% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.32% | +0.57% | -2.78% | |
| 21 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.31% | -0.04% | -0.75% | |
| 22 | T | At&t Inc | 股票-通信服务 | 1.19% | -0.33% | -1.60% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.13% | — | — | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.11% | +0.07% | +0.87% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.09% | — | -1.73% | |
| 26 | MCY | Mercury General CORP | 股票-其他 | 1.09% | +0.02% | -4.94% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.07% | -0.01% | -4.52% | |
| 28 | CAT | Caterpillar Inc | 股票-工业 | 1.05% | +0.37% | +0.62% | |
| 29 | SO | Southern Co/the | 股票-公用事业 | 1.03% | -0.06% | -5.41% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.01% | -0.08% | -1.47% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 1.00% | -0.07% | +9.77% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.00% | +0.07% | -1.35% | |
| 33 | KEY | Keycorp | 股票-金融 | 0.89% | +0.07% | +10.93% | |
| 34 | WMB | Williams Cos Inc | 股票-能源 | 0.87% | -0.03% | — | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.86% | +0.04% | +15.05% | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 0.85% | -0.15% | +12.80% | |
| 37 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.82% | -0.05% | -0.81% | |
| 38 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.82% | -0.01% | — | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.82% | -0.14% | +15.54% | |
| 40 | ADP | Automatic Data Processing | 股票-科技 | 0.80% | +0.02% | -0.59% | |
| 41 | COF | Capital One Financial CORP | 股票-金融 | 0.76% | +0.01% | -0.71% | |
| 42 | PAYX | Paychex Inc | 股票-科技 | 0.74% | — | -1.32% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.72% | +0.02% | +14.95% | |
| 44 | PPL | Ppl CORP | 股票-公用事业 | 0.70% | -0.06% | -1.50% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | +0.04% | — | |
| 46 | AIG | American International Group | 股票-金融 | 0.67% | -0.03% | -0.68% | |
| 47 | NUE | Nucor CORP | 股票-原材料 | 0.65% | +0.17% | -5.36% | |
| 48 | FITB | Fifth Third Bancorp | 股票-金融 | 0.60% | +0.09% | -6.12% | |
| 49 | RF | Regions Financial CORP | 股票-金融 | 0.59% | +0.05% | +21.38% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | -0.02% | -0.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OTTR | Otter Tail CORP | +0.3% | -1.52% | 减仓 |
| 2 | VZ | Verizon Communications Inc | +0.2% | +7.46% | 加仓 |
| 3 | ORI | Old Republic Intl CORP | +0.2% | +3.09% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +4.47% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -1.24% | 减仓 |
| 6 | T | At&t Inc | +0.2% | -1.60% | 减仓 |
| 7 | DUK | Duke Energy CORP | +0.2% | -2.75% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.23% | 减仓 |
| 9 | KMB | Kimberly-clark CORP | +0.1% | +14.95% | 加仓 |
| 10 | BTI | British American Tob-sp Adr | +0.1% | +38.25% | 加仓 |
| 11 | AEE | Ameren Corporation | +0.1% | -3.88% | 减仓 |
| 12 | ABBV | Abbvie Inc | +0.1% | -1.35% | 减仓 |
| 13 | CVX | Chevron CORP | +0.1% | -2.61% | 减仓 |
| 14 | D | Dominion Energy Inc | +0.1% | +210.99% | 加仓 |
| 15 | USB | US Bancorp | +0.1% | +885.63% | 加仓 |
| 16 | ENB | Enbridge Inc | +0.1% | +9.77% | 加仓 |
| 17 | CAG | Conagra Brands Inc | +0.1% | NEW | 新建仓 |
| 18 | RITM | Rithm Capital CORP | +0.1% | +1678.64% | 加仓 |
| 19 | TRP | Tc Energy CORP | +0.1% | NEW | 新建仓 |
| 20 | SW | Smurfit Westrock Plc | +0.1% | NEW | 新建仓 |
| 21 | KO | Coca-cola Co/the | +0.1% | -1.73% | 减仓 |
| 22 | AIG | American International Group | +0.1% | -0.68% | 减仓 |
| 23 | F | Ford Motor Co | +0.1% | +54.27% | 加仓 |
| 24 | WEC | Wec Energy Group Inc | +0.1% | -0.81% | 减仓 |
| 25 | PEP | Pepsico Inc | +0.1% | +15.54% | 加仓 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -1.17% | 减仓 |
| 27 | TGT | Target CORP | +0.1% | +177.96% | 加仓 |
| 28 | MCD | Mcdonald's CORP | +0.1% | — | 不变 |
| 29 | ALL | Allstate CORP | +0.1% | — | 不变 |
| 30 | AEP | American Electric Power | +0.1% | -0.95% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.84% | 加仓 |
| 32 | DOW | Dow Inc | +0.1% | +55.43% | 加仓 |
| 33 | TRV | Travelers Cos Inc/the | +0.1% | -2.98% | 减仓 |
| 34 | WMB | Williams Cos Inc | +0.1% | — | 不变 |
| 35 | WHR | Whirlpool CORP | +0.1% | +78.68% | 加仓 |
| 36 | TFC | Truist Financial CORP | +0.1% | +15.05% | 加仓 |
| 37 | LNT | Alliant Energy CORP | 0% | — | 不变 |
| 38 | VLO | Valero Energy CORP | 0% | -2.67% | 减仓 |
| 39 | HD | Home Depot Inc | -0.1% | — | 不变 |
| 40 | FITB | Fifth Third Bancorp | -0.1% | -6.12% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.1% | — | 不变 |
| 42 | CAT | Caterpillar Inc | -0.1% | +0.62% | 加仓 |
| 43 | ITW | Illinois Tool Works | -0.2% | -2.08% | 减仓 |
| 44 | WMT | Walmart Inc | -0.2% | -2.00% | 减仓 |
| 45 | AMZN | Amazon.com Inc | -0.2% | +0.87% | 加仓 |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -4.52% | 减仓 |
| 47 | MCY | Mercury General CORP | -0.3% | -4.94% | 减仓 |
| 48 | AAPL | Apple Inc | -0.4% | -0.82% | 减仓 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.33% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.9% | -2.23% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank & Trust Co 在 Q1 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 289 个公开持股仓位。
在 Q1 2025 季度，Bank & Trust Co 按市值排列的前三大核心持股分别为：OTTR (8.1%)、LLY (8.0%)、MSFT (5.0%)。其中最大持股仓位 OTTR 占据整体投资组合约 8.1% 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
CAG
市值: US$12.8万
本季最大获利了结 / 清仓标的
LLY
前期市值: US$927.9万
在 Q1 2025 季度中，Bank & Trust Co 共进行了 44 项持仓异动，包含新建仓 3 个仓位、加仓 18 个仓位、减仓 23 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 CAG。
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。