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
303 檔
24.7%
根据最新整理的 13F 季度数据集，Bank & Trust Co 于 Q2 2026 结束时的管理资产规模为 US$1.6亿。该机构在本季度申报了 303 档美股持仓，呈现出该时期的主要投资地图。
Bank & Trust Co 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 29 档持股的同时，亦同步清仓 8 档并减仓 40 档标的。
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 24.7%，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 303 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 | 8.33% | -1.01% | -3.17% | |
| 2 | OTTR | Otter Tail CORP | 股票-工业 | 6.79% | -0.30% | +0.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.78% | +1.34% | -2.82% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.01% | -0.13% | -0.81% | |
| 5 | C | Citigroup Inc | 股票-金融 | 2.85% | -0.23% | -0.20% | |
| 6 | ORI | Old Republic Intl CORP | 股票-金融 | 2.63% | -0.24% | +0.16% | |
| 7 | VLO | Valero Energy CORP | 股票-能源 | 2.34% | +1.12% | -0.69% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.34% | +0.34% | -1.01% | |
| 9 | WMT | Walmart Inc | 股票-非周期性消费 | 2.17% | -0.19% | -4.18% | |
| 10 | AEE | Ameren Corporation | 股票-公用事业 | 2.07% | -0.27% | -0.68% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.92% | -0.17% | -0.14% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 1.91% | -0.46% | -12.39% | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.82% | +0.99% | — | |
| 14 | DUK | Duke Energy CORP | 股票-公用事业 | 1.80% | -0.19% | — | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.79% | -1.79% | EXIT | |
| 16 | ITW | Illinois Tool Works | 股票-工业 | 1.73% | -0.09% | -0.23% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.65% | +0.12% | -0.48% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.62% | +0.07% | -0.08% | |
| 19 | ALL | Allstate CORP | 股票-金融 | 1.50% | -0.11% | -0.70% | |
| 20 | MCY | Mercury General CORP | 股票-其他 | 1.31% | -0.12% | -10.71% | |
| 21 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.28% | +0.12% | +1.57% | |
| 22 | INTC | Intel CORP | 股票-科技 | 1.25% | -0.17% | -9.12% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.17% | +0.14% | -0.42% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.14% | +0.26% | — | |
| 25 | ENB | Enbridge Inc | 股票-能源 | 1.14% | -0.16% | +0.58% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.13% | -0.18% | +0.46% | |
| 27 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.11% | +0.06% | -0.59% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.03% | +0.04% | -0.13% | |
| 29 | TFC | Truist Financial CORP | 股票-金融 | 1.02% | -0.06% | +1.99% | |
| 30 | KEY | Keycorp | 股票-金融 | 1.00% | -0.13% | — | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.94% | +0.03% | — | |
| 32 | NUE | Nucor CORP | 股票-原材料 | 0.93% | +0.03% | — | |
| 33 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | -0.16% | +0.32% | |
| 34 | WMB | Williams Cos Inc | 股票-能源 | 0.83% | -0.09% | +0.47% | |
| 35 | SO | Southern Co/the | 股票-公用事业 | 0.81% | -0.12% | — | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.81% | +0.04% | -2.87% | |
| 37 | FITB | Fifth Third Bancorp | 股票-金融 | 0.78% | -0.09% | — | |
| 38 | LNT | Alliant Energy CORP | 股票-公用事业 | 0.75% | -0.13% | — | |
| 39 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.74% | +0.05% | +1.03% | |
| 40 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.72% | -0.01% | +3.14% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.71% | — | +2.41% | |
| 42 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.69% | -0.10% | -1.59% | |
| 43 | T | At&t Inc | 股票-通信服务 | 0.68% | +0.12% | — | |
| 44 | COF | Capital One Financial CORP | 股票-金融 | 0.65% | -0.03% | -1.06% | |
| 45 | RF | Regions Financial CORP | 股票-金融 | 0.64% | -0.08% | — | |
| 46 | PFE | Pfizer Inc | 股票-医疗保健 | 0.62% | +0.11% | — | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | +0.08% | +1.30% | |
| 48 | AEP | American Electric Power | 股票-公用事业 | 0.55% | -0.09% | — | |
| 49 | PPL | Ppl CORP | 股票-公用事业 | 0.53% | -0.06% | — | |
| 50 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.52% | — | -1.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.3% | -3.17% | 减仓 |
| 2 | INTC | Intel CORP | +0.8% | -9.12% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | -0.14% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.81% | 减仓 |
| 5 | C | Citigroup Inc | +0.4% | -0.20% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.4% | -12.39% | 减仓 |
| 7 | NUE | Nucor CORP | +0.2% | — | 不变 |
| 8 | AAPL | Apple Inc | +0.1% | -1.01% | 减仓 |
| 9 | AMD | Advanced Micro Devices | +0.1% | — | 不变 |
| 10 | SMH | Vaneck Semiconductor ETF | +0.1% | — | 不变 |
| 11 | ALL | Allstate CORP | +0.1% | -0.70% | 减仓 |
| 12 | FITB | Fifth Third Bancorp | +0.1% | — | 不变 |
| 13 | TRV | Travelers Cos Inc/the | +0.1% | -0.48% | 减仓 |
| 14 | AMZN | Amazon.com Inc | +0.1% | -0.59% | 减仓 |
| 15 | KEY | Keycorp | +0.1% | — | 不变 |
| 16 | ABBV | Abbvie Inc | +0.1% | — | 不变 |
| 17 | USB | US Bancorp | +0.1% | +5.65% | 加仓 |
| 18 | RF | Regions Financial CORP | +0.1% | — | 不变 |
| 19 | AVGO | Broadcom Inc | +0.1% | +1.89% | 加仓 |
| 20 | ACA | Arcosa Inc | +0.1% | — | 不变 |
| 21 | D | Dominion Energy Inc | +0.1% | +25.40% | 加仓 |
| 22 | TFC | Truist Financial CORP | 0% | +1.99% | 加仓 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +2.41% | 加仓 |
| 24 | NVDA | Nvidia CORP | 0% | -2.87% | 减仓 |
| 25 | CINF | Cincinnati Financial CORP | 0% | -0.45% | 减仓 |
| 26 | BAC | Bank Of America CORP | 0% | — | 不变 |
| 27 | F | Ford Motor Co | 0% | +2.57% | 加仓 |
| 28 | QCOM | Qualcomm Inc | 0% | — | 不变 |
| 29 | SYY | Sysco CORP | 0% | -1.17% | 减仓 |
| 30 | SBUX | Starbucks CORP | 0% | -0.32% | 减仓 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -3.34% | 减仓 |
| 32 | AVT | Avnet Inc | 0% | — | 不变 |
| 33 | GL | Globe Life Inc | 0% | — | 不变 |
| 34 | WM | Waste Management Inc | 0% | +301.39% | 加仓 |
| 35 | ✓ | Carnival CORP LTD F | 0% | NEW | 新建仓 |
| 36 | Q | Qnity Electronics Inc | 0% | NEW | 新建仓 |
| 37 | MCY | Mercury General CORP | 0% | -10.71% | 减仓 |
| 38 | ADP | Automatic Data Processing | 0% | +1.30% | 加仓 |
| 39 | RCL | Royal Caribbean Cruises Ltd. | 0% | -2.16% | 减仓 |
| 40 | KMB | Kimberly-clark CORP | 0% | — | 不变 |
| 41 | EIX | Edison International | 0% | +12.39% | 加仓 |
| 42 | UNM | Unum Group | 0% | — | 不变 |
| 43 | GNRC | Generac Holdings Inc | 0% | — | 不变 |
| 44 | NWBI | Northwest Bancshares Inc | 0% | — | 不变 |
| 45 | ✓ | 0% | NEW | 新建仓 | |
| 46 | ✓ | 0% | NEW | 新建仓 | |
| 47 | TXRH | Texas Roadhouse Inc | 0% | +68.13% | 加仓 |
| 48 | COF | Capital One Financial CORP | 0% | -1.06% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.63% | 加仓 |
| 50 | DINO | Hf Sinclair CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Bank & Trust Co 在 Q2 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 303 个公开持股仓位。
在 Q2 2026 季度，Bank & Trust Co 按市值排列的前三大核心持股分别为：LLY (8.3%)、OTTR (6.8%)、MSFT (3.8%)。其中最大持股仓位 LLY 占据整体投资组合约 8.3% 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
CARNIVAL CORP LTD F
市值: US$4.5万
本季最大获利了结 / 清仓标的
PH
前期市值: US$15.3万
在 Q2 2026 季度中，Bank & Trust Co 共进行了 86 项持仓异动，包含新建仓 9 个仓位、加仓 29 个仓位、减仓 40 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 CARNIVAL CORP LTD F。 本季清仓仓位包含 PH。
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。