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
304 檔
22.1%
Q1 2026 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 304 个不同之权益投资仓位。
在 Q1 2026，Bank & Trust Co 进行了温和的常态性持仓调整（包含新建仓 7 档、加仓 38 档、减仓 43 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 22.1%，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 304 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 | 7.05% | -0.26% | -2.28% | |
| 2 | LLY | Eli Lilly & Co | 股票-医疗保健 | 7.04% | +1.29% | -1.22% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.34% | +2.35% | |
| 4 | ORI | Old Republic Intl CORP | 股票-金融 | 2.73% | -0.10% | +7.42% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 2.65% | -0.48% | -0.08% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.61% | +0.40% | +0.27% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.47% | +0.38% | -0.12% | |
| 8 | VLO | Valero Energy CORP | 股票-能源 | 2.39% | -0.05% | -1.29% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.37% | -0.58% | -0.60% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.21% | +0.13% | +4.51% | |
| 11 | AEE | Ameren Corporation | 股票-公用事业 | 2.16% | -0.09% | -0.52% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事业 | 1.99% | -0.19% | -0.94% | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.86% | -0.04% | -0.22% | |
| 14 | ITW | Illinois Tool Works | 股票-工业 | 1.78% | -0.05% | -0.67% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.67% | -0.05% | -0.56% | |
| 16 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.59% | -0.31% | +4.95% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.56% | +0.08% | -0.95% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.54% | +0.37% | -17.15% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.52% | -0.38% | -0.44% | |
| 20 | ALL | Allstate CORP | 股票-金融 | 1.41% | +0.09% | -0.96% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.38% | -0.25% | -0.44% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.57% | -0.92% | |
| 23 | MCY | Mercury General CORP | 股票-其他 | 1.29% | +0.02% | -3.11% | |
| 24 | ENB | Enbridge Inc | 股票-能源 | 1.21% | -0.07% | +13.98% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.18% | -0.01% | -0.67% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.04% | +0.07% | +2.63% | |
| 27 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | — | +7.62% | |
| 28 | T | At&t Inc | 股票-通信服务 | 1.01% | -0.33% | -0.33% | |
| 29 | TFC | Truist Financial CORP | 股票-金融 | 0.98% | +0.04% | +21.19% | |
| 30 | KEY | Keycorp | 股票-金融 | 0.93% | +0.07% | -0.64% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 0.87% | -0.06% | -1.78% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.87% | +0.07% | — | |
| 33 | WMB | Williams Cos Inc | 股票-能源 | 0.86% | -0.03% | -1.01% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.86% | -0.14% | +12.14% | |
| 35 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | — | — | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.82% | -0.08% | -0.44% | |
| 37 | PFE | Pfizer Inc | 股票-医疗保健 | 0.77% | -0.15% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.04% | +0.43% | |
| 39 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.76% | -0.01% | — | |
| 40 | NUE | Nucor CORP | 股票-原材料 | 0.75% | +0.17% | — | |
| 41 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.74% | -0.05% | — | |
| 42 | FITB | Fifth Third Bancorp | 股票-金融 | 0.69% | +0.09% | +16.30% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | +0.04% | — | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.64% | +0.01% | — | |
| 45 | PPL | Ppl CORP | 股票-公用事业 | 0.59% | -0.06% | -0.73% | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.59% | +0.05% | — | |
| 47 | AEP | American Electric Power | 股票-公用事业 | 0.56% | -0.01% | -0.98% | |
| 48 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.55% | -0.06% | -0.92% | |
| 49 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 0.55% | -0.13% | — | |
| 50 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.54% | -0.02% | -2.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +0.7% | -1.29% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -0.60% | 减仓 |
| 3 | MPC | Marathon Petroleum CORP | +0.6% | -0.22% | 减仓 |
| 4 | CVX | Chevron CORP | +0.3% | -0.44% | 减仓 |
| 5 | VZ | Verizon Communications Inc | +0.3% | +4.95% | 加仓 |
| 6 | ES | Eversource Energy | +0.3% | +712.22% | 加仓 |
| 7 | ENB | Enbridge Inc | +0.2% | +13.98% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.56% | 减仓 |
| 9 | WMT | Walmart Inc | +0.2% | -0.08% | 减仓 |
| 10 | USB | US Bancorp | +0.2% | +86.22% | 加仓 |
| 11 | PEP | Pepsico Inc | +0.1% | +12.14% | 加仓 |
| 12 | POR | Portland General Electric Co | +0.1% | +45.20% | 加仓 |
| 13 | CF | Cf Industries Holdings Inc | +0.1% | — | 不变 |
| 14 | TGT | Target CORP | +0.1% | +42.58% | 加仓 |
| 15 | KO | Coca-cola Co/the | +0.1% | +7.62% | 加仓 |
| 16 | DOW | Dow Inc | +0.1% | -1.13% | 减仓 |
| 17 | DUK | Duke Energy CORP | +0.1% | -0.94% | 减仓 |
| 18 | WMB | Williams Cos Inc | +0.1% | -1.01% | 减仓 |
| 19 | T | At&t Inc | +0.1% | -0.33% | 减仓 |
| 20 | OTTR | Otter Tail CORP | +0.1% | -2.28% | 减仓 |
| 21 | AEE | Ameren Corporation | +0.1% | -0.52% | 减仓 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -0.67% | 减仓 |
| 23 | TSN | Tyson Foods Inc-cl A | +0.1% | +57.08% | 加仓 |
| 24 | ADM | Archer-daniels-midland Co | +0.1% | -2.01% | 减仓 |
| 25 | UTHR | United Therapeutics CORP | +0.1% | — | 不变 |
| 26 | BBY | Best Buy Co Inc | +0.1% | +337.88% | 加仓 |
| 27 | TFC | Truist Financial CORP | +0.1% | +21.19% | 加仓 |
| 28 | FITB | Fifth Third Bancorp | +0.1% | +16.30% | 加仓 |
| 29 | MDT | Medtronic plc | +0.1% | +61.92% | 加仓 |
| 30 | COP | Conocophillips | +0.1% | — | 不变 |
| 31 | ACN | Accenture plc | +0.1% | +172.29% | 加仓 |
| 32 | BMY | Bristol-myers Squibb Co | +0.1% | -0.44% | 减仓 |
| 33 | PFE | Pfizer Inc | +0.1% | — | 不变 |
| 34 | LNT | Alliant Energy CORP | 0% | — | 不变 |
| 35 | INTC | Intel CORP | 0% | -2.73% | 减仓 |
| 36 | AEP | American Electric Power | 0% | -0.98% | 减仓 |
| 37 | GILD | Gilead Sciences Inc | 0% | -0.92% | 减仓 |
| 38 | DINO | Hf Sinclair CORP | 0% | — | 不变 |
| 39 | NFLX | Netflix Inc | 0% | +1357.50% | 加仓 |
| 40 | SO | Southern Co/the | 0% | -1.78% | 减仓 |
| 41 | WEC | Wec Energy Group Inc | 0% | — | 不变 |
| 42 | SLB | Slb LTD | 0% | — | 不变 |
| 43 | PPL | Ppl CORP | 0% | -0.73% | 减仓 |
| 44 | OGE | Oge Energy CORP | 0% | — | 不变 |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 0% | +9.11% | 加仓 |
| 46 | TRN | Trinity Industries Inc | 0% | — | 不变 |
| 47 | FDX | Fedex CORP | 0% | — | 不变 |
| 48 | AVT | Avnet Inc | 0% | — | 不变 |
| 49 | AMD | Advanced Micro Devices | 0% | +47.72% | 加仓 |
| 50 | BP | Bp Plc-spons Adr | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Bank & Trust Co 在 Q1 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 304 个公开持股仓位。
在 Q1 2026 季度，Bank & Trust Co 按市值排列的前三大核心持股分别为：OTTR (7.0%)、LLY (7.0%)、MSFT (4.1%)。其中最大持股仓位 OTTR 占据整体投资组合约 7.0% 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
TTE
市值: US$73.7万
本季最大获利了结 / 清仓标的
LLY
前期市值: US$1236.0万
在 Q1 2026 季度中，Bank & Trust Co 共进行了 88 项持仓异动，包含新建仓 7 个仓位、加仓 38 个仓位、减仓 43 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TTE。
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。