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
288 檔
21.0%
在 Q2 2025 申报期间，Bank & Trust Co（CIK: 0002026082）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.6亿，共持有 288 个公开申报仓位。
在 Q2 2025，Bank & Trust Co 进行了温和的常态性持仓调整（包含新建仓 0 档、加仓 17 档、减仓 14 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 21.0%，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 288 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 | 7.49% | -0.26% | -0.51% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 7.14% | +1.29% | -2.53% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.37% | -0.34% | -0.49% | |
| 4 | ORI | Old Republic Intl CORP | 股票-金融 | 2.87% | -0.10% | +0.26% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 2.46% | -0.48% | +0.45% | |
| 6 | AEE | Ameren Corporation | 股票-公用事业 | 2.23% | -0.09% | -0.71% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.18% | +0.38% | -0.05% | |
| 8 | DUK | Duke Energy CORP | 股票-公用事业 | 2.12% | -0.19% | +0.52% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.05% | +0.13% | +0.84% | |
| 10 | ITW | Illinois Tool Works | 股票-工业 | 2.00% | -0.05% | +0.38% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.98% | +0.40% | -0.37% | |
| 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 | 1.71% | +0.08% | -0.53% | |
| 14 | ALL | Allstate CORP | 股票-金融 | 1.62% | +0.09% | — | |
| 15 | VLO | Valero Energy CORP | 股票-能源 | 1.55% | -0.05% | -0.21% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.53% | -0.25% | — | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.51% | -0.31% | +1.75% | |
| 18 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.49% | -0.04% | +2.28% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.44% | +0.57% | — | |
| 20 | MCY | Mercury General CORP | 股票-其他 | 1.27% | +0.02% | -0.71% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.26% | +0.07% | +0.93% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | -0.05% | +1.33% | |
| 23 | CAT | Caterpillar Inc | 股票-工业 | 1.21% | +0.37% | — | |
| 24 | T | At&t Inc | 股票-通信服务 | 1.19% | -0.33% | — | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.38% | -0.01% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.10% | — | — | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | — | -0.10% | |
| 28 | ENB | Enbridge Inc | 股票-能源 | 1.01% | -0.07% | +1.28% | |
| 29 | SO | Southern Co/the | 股票-公用事业 | 1.00% | -0.06% | -0.58% | |
| 30 | KEY | Keycorp | 股票-金融 | 0.97% | +0.07% | +2.75% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.91% | -0.01% | — | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.04% | +15.68% | |
| 33 | TFC | Truist Financial CORP | 股票-金融 | 0.89% | +0.04% | +1.66% | |
| 34 | WMB | Williams Cos Inc | 股票-能源 | 0.89% | -0.03% | — | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.87% | +0.07% | +1.39% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.87% | +0.01% | -0.48% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.03% | — | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.78% | +0.02% | — | |
| 39 | PFE | Pfizer Inc | 股票-医疗保健 | 0.78% | -0.15% | -1.38% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.04% | -0.71% | |
| 41 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.76% | -0.05% | -0.45% | |
| 42 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.75% | -0.01% | — | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.75% | -0.08% | — | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.72% | -0.14% | +3.17% | |
| 45 | NUE | Nucor CORP | 股票-原材料 | 0.68% | +0.17% | — | |
| 46 | PAYX | Paychex Inc | 股票-科技 | 0.68% | — | — | |
| 47 | AIG | American International Group | 股票-金融 | 0.64% | -0.03% | — | |
| 48 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.63% | +0.02% | — | |
| 49 | PPL | Ppl CORP | 股票-公用事业 | 0.63% | -0.06% | -1.22% | |
| 50 | RF | Regions Financial CORP | 股票-金融 | 0.62% | +0.05% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -0.49% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.3% | +15.68% | 加仓 |
| 3 | C | Citigroup Inc | +0.3% | -0.05% | 减仓 |
| 4 | ORCL | Oracle CORP | +0.3% | — | 不变 |
| 5 | CEG | Constellation Energy | +0.2% | — | 不变 |
| 6 | WMT | Walmart Inc | +0.2% | +0.45% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.37% | 减仓 |
| 8 | MPC | Marathon Petroleum CORP | +0.2% | +2.28% | 加仓 |
| 9 | MCY | Mercury General CORP | +0.2% | -0.71% | 减仓 |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | — | 不变 |
| 11 | CAT | Caterpillar Inc | +0.2% | — | 不变 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.93% | 加仓 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +5.31% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.1% | +16.77% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | 不变 |
| 16 | COF | Capital One Financial CORP | +0.1% | -0.48% | 减仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -0.71% | 减仓 |
| 18 | KEY | Keycorp | +0.1% | +2.75% | 加仓 |
| 19 | USB | US Bancorp | +0.1% | +38.73% | 加仓 |
| 20 | BAC | Bank Of America CORP | 0% | — | 不变 |
| 21 | BTI | British American Tob-sp Adr | 0% | — | 不变 |
| 22 | TFC | Truist Financial CORP | 0% | +1.66% | 加仓 |
| 23 | NUE | Nucor CORP | 0% | — | 不变 |
| 24 | RF | Regions Financial CORP | 0% | — | 不变 |
| 25 | ADM | Archer-daniels-midland Co | 0% | — | 不变 |
| 26 | CF | Cf Industries Holdings Inc | 0% | — | 不变 |
| 27 | WMB | Williams Cos Inc | 0% | — | 不变 |
| 28 | MMM | 3m Co | -0.1% | -20.50% | 减仓 |
| 29 | PAYX | Paychex Inc | -0.1% | — | 不变 |
| 30 | PPL | Ppl CORP | -0.1% | -1.22% | 减仓 |
| 31 | LNT | Alliant Energy CORP | -0.1% | — | 不变 |
| 32 | PFE | Pfizer Inc | -0.1% | -1.38% | 减仓 |
| 33 | DOW | Dow Inc | -0.1% | -0.87% | 减仓 |
| 34 | KMB | Kimberly-clark CORP | -0.1% | — | 不变 |
| 35 | ALL | Allstate CORP | -0.1% | — | 不变 |
| 36 | VZ | Verizon Communications Inc | -0.1% | +1.75% | 加仓 |
| 37 | PEP | Pepsico Inc | -0.1% | +3.17% | 加仓 |
| 38 | ABBV | Abbvie Inc | -0.1% | +1.39% | 加仓 |
| 39 | JNJ | Johnson & Johnson | -0.1% | +1.33% | 加仓 |
| 40 | DUK | Duke Energy CORP | -0.1% | +0.52% | 加仓 |
| 41 | ORI | Old Republic Intl CORP | -0.1% | +0.26% | 加仓 |
| 42 | MCD | Mcdonald's CORP | -0.2% | — | 不变 |
| 43 | MRK | Merck & Co. Inc. | -0.2% | — | 不变 |
| 44 | AEE | Ameren Corporation | -0.2% | -0.71% | 减仓 |
| 45 | AAPL | Apple Inc | -0.2% | +0.84% | 加仓 |
| 46 | CVX | Chevron CORP | -0.2% | -0.01% | 减仓 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | +0.96% | 加仓 |
| 48 | BMY | Bristol-myers Squibb Co | -0.3% | — | 不变 |
| 49 | OTTR | Otter Tail CORP | -0.6% | -0.51% | 减仓 |
| 50 | LLY | Eli Lilly & Co | -0.8% | -2.53% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Bank & Trust Co 在 Q2 2025 季度的美股持仓总市值约为 US$1.6亿，共申报了 288 个公开持股仓位。
在 Q2 2025 季度，Bank & Trust Co 按市值排列的前三大核心持股分别为：OTTR (7.5%)、LLY (7.1%)、MSFT (6.4%)。其中最大持股仓位 OTTR 占据整体投资组合约 7.5% 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
OTTR
前期市值: US$992.3万
在 Q2 2025 季度中，Bank & Trust Co 共进行了 31 项持仓异动，包含新建仓 0 个仓位、加仓 17 个仓位、减仓 14 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。