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: 0001654847
申报总市值
US$5.5亿
US$5.5亿
140 檔
20.6%
根据最新整理的 13F 季度数据集，Community Bank & Trust, Waco, Texas 于 Q4 2024 结束时的管理资产规模为 US$5.5亿。该机构在本季度申报了 140 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Community Bank & Trust, Waco, Texas 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 1 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，Community Bank & Trust, Waco, Texas 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合计占整体申报市值的 20.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AON
市值: US$22.2万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$203.7万
| # | 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 | AAPL | Apple Inc | 股票-科技 | 12.43% | +0.08% | -0.79% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.48% | -0.37% | -0.82% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | +0.03% | -3.54% | |
| 4 | BX | Blackstone Inc | 股票-金融 | 3.05% | -0.26% | -0.79% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.05% | -0.25% | +0.23% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.80% | -0.05% | +1.68% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.66% | +0.02% | -1.40% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 2.49% | -0.57% | +0.18% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工业 | 2.37% | -0.64% | +0.07% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 2.16% | +1.05% | -0.71% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.16% | +0.28% | -0.40% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.12% | -0.82% | -0.15% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.03% | -0.17% | -0.16% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.84% | -0.24% | +1.74% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.81% | +0.07% | +0.79% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.71% | -0.35% | +0.14% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 1.71% | -0.07% | -1.25% | |
| 18 | VLO | Valero Energy CORP | 股票-能源 | 1.65% | -0.20% | -0.50% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.63% | +0.22% | -0.36% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.57% | -0.57% | -0.36% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 1.47% | +0.53% | -0.66% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.45% | +0.03% | -0.15% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.11% | -1.79% | |
| 24 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.34% | -0.31% | +1.88% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.33% | -0.13% | +1.03% | |
| 26 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.29% | -0.18% | -0.27% | |
| 27 | PRU | Prudential Financial Inc | 股票-金融 | 1.28% | -0.02% | +1.52% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 1.26% | -0.02% | -2.23% | |
| 29 | SO | Southern Co/the | 股票-公用事业 | 1.26% | -0.17% | -0.24% | |
| 30 | PAYX | Paychex Inc | 股票-科技 | 1.17% | -0.05% | -0.04% | |
| 31 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.16% | +0.13% | -0.12% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.07% | -0.07% | +2.80% | |
| 33 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.07% | -0.19% | -0.26% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 0.88% | -0.24% | +1.19% | |
| 35 | MO | Altria Group Inc | 股票-非周期性消费 | 0.87% | -0.04% | +4.55% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | +0.10% | -0.05% | |
| 37 | MCHP | Microchip Technology Inc | 股票-科技 | 0.77% | +0.19% | -2.62% | |
| 38 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.77% | -0.19% | +8.55% | |
| 39 | ICE | Intercontinental Exchange In | 股票-金融 | 0.73% | -0.20% | -0.16% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | -0.02% | -3.22% | |
| 41 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.61% | +0.02% | +1.18% | |
| 42 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.61% | -0.02% | -2.03% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | -0.01% | — | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.05% | +0.46% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工业 | 0.61% | -0.05% | -0.15% | |
| 46 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | -0.04% | -0.11% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.55% | -0.05% | +6.49% | |
| 48 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.48% | -0.03% | +7.57% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | -0.02% | +5.00% | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.46% | -0.04% | -1.17% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | -0.79% | 减仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +1.68% | 加仓 |
| 3 | AMZN | Amazon.com Inc | +0.4% | -1.40% | 减仓 |
| 4 | BX | Blackstone Inc | +0.4% | -0.79% | 减仓 |
| 5 | AVGO | Broadcom Inc | +0.4% | -1.79% | 减仓 |
| 6 | WMT | Walmart Inc | +0.3% | +0.18% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.40% | 减仓 |
| 8 | NVDA | Nvidia CORP | +0.3% | -3.54% | 减仓 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | -0.66% | 减仓 |
| 10 | KMI | Kinder Morgan, Inc. | +0.2% | +37.29% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -0.05% | 减仓 |
| 12 | BKNG | Booking Holdings Inc | +0.1% | -2.03% | 减仓 |
| 13 | MO | Altria Group Inc | +0.1% | +4.55% | 加仓 |
| 14 | CRM | Salesforce Inc | +0.1% | +0.03% | 加仓 |
| 15 | AON | Aon plc | +0.1% | NEW | 新建仓 |
| 16 | MSFT | Microsoft CORP | 0% | -0.82% | 减仓 |
| 17 | PG | Procter & Gamble Co/the | 0% | -0.16% | 减仓 |
| 18 | MCD | Mcdonald's CORP | 0% | +0.14% | 加仓 |
| 19 | ICE | Intercontinental Exchange In | 0% | -0.16% | 减仓 |
| 20 | PFE | Pfizer Inc | 0% | -3.26% | 减仓 |
| 21 | NKE | Nike Inc -cl B | 0% | -0.11% | 减仓 |
| 22 | HD | Home Depot Inc | -0.1% | -1.25% | 减仓 |
| 23 | AMAT | Applied Materials Inc | -0.1% | -0.37% | 减仓 |
| 24 | TGT | Target CORP | -0.1% | -0.77% | 减仓 |
| 25 | CVS | Cvs Health CORP | -0.1% | -1.42% | 减仓 |
| 26 | DHR | Danaher CORP | -0.1% | -27.66% | 减仓 |
| 27 | QCOM | Qualcomm Inc | -0.1% | -3.22% | 减仓 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | +6.49% | 加仓 |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -0.27% | 减仓 |
| 30 | SO | Southern Co/the | -0.1% | -0.24% | 减仓 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | +2.80% | 加仓 |
| 32 | MU | Micron Technology Inc | -0.1% | -4.05% | 减仓 |
| 33 | UNP | Union Pacific CORP | -0.1% | -2.23% | 减仓 |
| 34 | PSX | Phillips 66 | -0.1% | +1.19% | 加仓 |
| 35 | AMD | Advanced Micro Devices | -0.1% | -0.64% | 减仓 |
| 36 | BBY | Best Buy Co Inc | -0.1% | +1.18% | 加仓 |
| 37 | CAT | Caterpillar Inc | -0.1% | -0.71% | 减仓 |
| 38 | ABBV | Abbvie Inc | -0.1% | -0.15% | 减仓 |
| 39 | AMGN | Amgen Inc | -0.1% | -0.11% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | -0.15% | 减仓 |
| 41 | VLO | Valero Energy CORP | -0.1% | -0.50% | 减仓 |
| 42 | JNJ | Johnson & Johnson | -0.1% | +1.74% | 加仓 |
| 43 | GD | General Dynamics CORP | -0.1% | +1.03% | 加仓 |
| 44 | INTC | Intel CORP | -0.2% | -35.67% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -0.36% | 减仓 |
| 46 | MCHP | Microchip Technology Inc | -0.3% | -2.62% | 减仓 |
| 47 | PEP | Pepsico Inc | -0.3% | +1.88% | 加仓 |
| 48 | LMT | Lockheed Martin CORP | -0.4% | +0.07% | 加仓 |
| 49 | ELV | Elevance Health Inc | -0.4% | -0.12% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Community Bank & Trust, Waco, Texas 在 Q4 2024 季度的美股持仓总市值约为 US$5.5亿，共申报了 140 个公开持股仓位。
在 Q4 2024 季度，Community Bank & Trust, Waco, Texas 按市值排列的前三大核心持股分别为：AAPL (12.4%)、MSFT (4.5%)、NVDA (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 12.4% 的权重。
在 Q4 2024 季度中，Community Bank & Trust, Waco, Texas 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 14 个仓位、减仓 34 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AON。 本季清仓仓位包含 BLKCHF。
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。
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。
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。