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: 0001692632
申报总市值
US$6.8亿
US$6.8亿
257 檔
28.2%
根据最新整理的 13F 季度数据集，First Bank & Trust 于 Q3 2025 结束时的管理资产规模为 US$6.8亿。该机构在本季度申报了 257 档美股持仓，呈现出该时期的主要投资地图。
First Bank & Trust 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 17 档持股的同时，亦同步清仓 1 档并减仓 21 档标的。
在资产配置集中度方面，First Bank & Trust 的前 5 大核心持股（包含 VTI, VEA, AGG 等）合计占整体申报市值的 28.2%，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 257 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.76% | +0.37% | -0.97% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.01% | +0.12% | -5.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.10% | -0.38% | +2.70% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.80% | +0.03% | -8.34% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.60% | +0.19% | -19.42% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.02% | -0.13% | -0.33% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.42% | +0.22% | -4.97% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.30% | +0.13% | +244.24% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.19% | +0.09% | -9.66% | |
| 10 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.54% | -0.02% | — | |
| 11 | DAKT | Daktronics Inc | 股票-其他 | 1.38% | -0.04% | -33.76% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.13% | -3.73% | |
| 13 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.26% | +0.06% | — | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.23% | -0.11% | +0.73% | |
| 15 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股与成长 | 1.22% | -0.11% | — | |
| 16 | GEVO | Gevo Inc | 股票-其他 | 1.01% | -0.67% | — | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.99% | +0.01% | -1.42% | |
| 18 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.83% | -0.13% | +1.30% | |
| 19 | PM | Philip Morris International | 股票-非周期性消费 | 0.81% | -0.01% | -5.81% | |
| 20 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.80% | +0.06% | +8.22% | |
| 21 | ENB | Enbridge Inc | 股票-能源 | 0.79% | -0.06% | +0.62% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.10% | -13.17% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 0.78% | -0.08% | -2.33% | |
| 24 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.78% | -0.10% | -0.10% | |
| 25 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.76% | — | +7.78% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.06% | -0.34% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.73% | -0.22% | -10.25% | |
| 28 | SO | Southern Co/the | 股票-公用事业 | 0.72% | -0.08% | -3.29% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.29% | +5.49% | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 0.70% | -0.15% | -0.91% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.67% | -0.28% | +8.40% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.67% | +0.09% | +9.28% | |
| 33 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 0.66% | -0.15% | +0.84% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 0.65% | -0.22% | +112.90% | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.64% | +0.06% | — | |
| 36 | USB | US Bancorp | 股票-金融 | 0.64% | +0.08% | +6.99% | |
| 37 | NOW | Servicenow Inc | 股票-科技 | 0.63% | -0.05% | -4.34% | |
| 38 | UBER | Uber Technologies Inc | 股票-工业 | 0.62% | -0.08% | -3.44% | |
| 39 | INTU | Intuit Inc | 股票-科技 | 0.61% | -0.17% | — | |
| 40 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.61% | -0.04% | +2.54% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.60% | -0.42% | -1.82% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.45% | +24.72% | |
| 43 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | -0.15% | +10.26% | |
| 44 | SNY | Sanofi-adr | 股票-医疗保健 | 0.55% | — | +1.51% | |
| 45 | TRP | Tc Energy CORP | 股票-能源 | 0.54% | -0.01% | -0.57% | |
| 46 | CTAS | Cintas CORP | 股票-工业 | 0.54% | -0.05% | -0.39% | |
| 47 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.53% | -0.22% | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | — | -1.39% | |
| 49 | AEP | American Electric Power | 股票-公用事业 | 0.52% | -0.10% | +1.12% | |
| 50 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.51% | +0.02% | +25.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.6% | +244.24% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.5% | -0.33% | 减仓 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +0.73% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | -3.73% | 减仓 |
| 5 | BTI | British American Tob-sp Adr | +0.3% | +25.63% | 加仓 |
| 6 | PFE | Pfizer Inc | +0.3% | +112.90% | 加仓 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +24.72% | 加仓 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -0.97% | 减仓 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +21.83% | 加仓 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.49% | 加仓 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | +9.28% | 加仓 |
| 12 | BMO | Bank Of Montreal | +0.1% | +3.89% | 加仓 |
| 13 | NGG | National Grid Plc-sp Adr | +0.1% | +0.84% | 加仓 |
| 14 | UBER | Uber Technologies Inc | +0.1% | -3.44% | 减仓 |
| 15 | NFLX | Netflix Inc | +0.1% | +0.19% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.75% | 减仓 |
| 17 | ABBV | Abbvie Inc | +0.1% | +8.22% | 加仓 |
| 18 | CATH | Global X S&p 500 Ca Val ETF | +0.1% | — | 不变 |
| 19 | HBAN | Huntington Bancshares Inc | +0.1% | +2.54% | 加仓 |
| 20 | XEL | Xcel Energy Inc | 0% | +1.30% | 加仓 |
| 21 | ENB | Enbridge Inc | 0% | +0.62% | 加仓 |
| 22 | VIOV | Vanguard S&p Small-cap 600 V | 0% | — | 不变 |
| 23 | IJR | Ishares Core S&p Small-cap E | -0.1% | -4.97% | 减仓 |
| 24 | VOOV | Vanguard S&p 500 Value ETF | -0.1% | — | 不变 |
| 25 | ADBE | Adobe Inc | -0.2% | -28.06% | 减仓 |
| 26 | PAYX | Paychex Inc | -0.2% | -43.49% | 减仓 |
| 27 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -9.66% | 减仓 |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -8.34% | 减仓 |
| 29 | WDAY | Workday Inc-class A | -0.2% | -49.74% | 减仓 |
| 30 | KVUE | Kenvue Inc | -0.2% | -0.79% | 加仓 |
| 31 | AGG | Ishares Core U.s. Aggregate | -0.2% | +2.70% | 加仓 |
| 32 | SPGI | S&p Global Inc | -0.2% | -25.31% | 减仓 |
| 33 | PGR | Progressive CORP | -0.2% | -5.21% | 减仓 |
| 34 | LYB | LyondellBasell Industries N.V. | -0.2% | +55.50% | 减仓 |
| 35 | ETR | Entergy CORP | -0.3% | -20.27% | 减仓 |
| 36 | T | At&t Inc | -0.3% | -19.02% | 减仓 |
| 37 | PM | Philip Morris International | -0.3% | -5.81% | 减仓 |
| 38 | GILD | Gilead Sciences Inc | -0.4% | -10.25% | 减仓 |
| 39 | DAKT | Daktronics Inc | -0.4% | -33.76% | 减仓 |
| 40 | VEA | Vanguard Ftse Developed ETF | -0.4% | -5.98% | 减仓 |
| 41 | BMY | Bristol-myers Squibb Co | -0.7% | -76.28% | 减仓 |
| 42 | ✓ | Big Sioux Financial | — | EXIT | 清仓 |
| 43 | GEVO | Gevo Inc | — | NEW | 新建仓 |
| 44 | GSK | Gsk Plc-spon Adr | — | NEW | 新建仓 |
| 45 | DDOG | Datadog Inc - Class A | — | NEW | 新建仓 |
| 46 | FE | Firstenergy CORP | — | NEW | 新建仓 |
| 47 | IAU | Ishares Gold Trust | — | NEW | 新建仓 |
| 48 | RWJ | Invesco S&p Smallcap 600 | — | NEW | 新建仓 |
| 49 | DIVI | Franklin International Core | — | NEW | 新建仓 |
| 50 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，First Bank & Trust 在 Q3 2025 季度的美股持仓总市值约为 US$6.8亿，共申报了 257 个公开持股仓位。
在 Q3 2025 季度，First Bank & Trust 按市值排列的前三大核心持股分别为：VTI (11.8%)、VEA (8.0%)、AGG (5.1%)。其中最大持股仓位 VTI 占据整体投资组合约 11.8% 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
GEVO
市值: US$600.7万
本季最大获利了结 / 清仓标的
Big Sioux Financial
前期市值: US$683.4万
在 Q3 2025 季度中，First Bank & Trust 共进行了 47 项持仓异动，包含新建仓 8 个仓位、加仓 17 个仓位、减仓 21 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GEVO。 本季清仓仓位包含 Big Sioux Financial。
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。