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: 0001092203
申报总市值
US$66.9亿
US$66.9亿
470 檔
39.6%
First Citizens Bank & Trust Co 在 Q4 2024 季度的美股仓位总计估值为 US$66.9亿，分散于 470 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，First Citizens Bank & Trust Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 3 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，First Citizens Bank & Trust Co 的前 5 大核心持股（包含 AGG, IEFA, IWX 等）合计占整体申报市值的 39.6%，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 470 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 18.30% | -1.93% | -0.31% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 10.68% | -0.40% | +16.75% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 8.37% | -4.47% | -8.61% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 6.10% | -2.25% | +0.42% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 5.16% | -0.12% | -0.97% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.17% | -1.42% | +25.64% | |
| 7 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 3.55% | -0.70% | -0.07% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 3.44% | +12.25% | +0.79% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.77% | -0.57% | +17.26% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.54% | +11.87% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.80% | +1.06% | +37.18% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.30% | -0.99% | +19.29% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | -0.37% | +4.90% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.14% | +0.14% | -0.88% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.98% | -0.02% | +26.35% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | -0.08% | +1.31% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.65% | -0.10% | -66.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.10% | -12.02% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.62% | -0.13% | +3.22% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.38% | -13.82% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.24% | +3.13% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.50% | -0.09% | +0.19% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.35% | -1.81% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.47% | -0.14% | — | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 0.47% | -0.08% | +1.98% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.46% | -0.11% | -1.61% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.44% | -0.09% | -2.50% | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.42% | -0.05% | -1.30% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | -0.11% | -1.84% | |
| 30 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.06% | -0.26% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.02% | +1.06% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.36% | +0.01% | -6.17% | |
| 33 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.05% | -2.03% | |
| 34 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.34% | +0.94% | +2.71% | |
| 35 | ETN | Eaton Corporation plc | 股票-工业 | 0.31% | -0.05% | +0.79% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.31% | +0.06% | -1.63% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.30% | -0.21% | -0.01% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.29% | -0.13% | — | |
| 39 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.28% | -0.12% | -14.12% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.28% | -0.03% | -23.06% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.25% | -0.08% | +1.04% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.25% | -0.17% | -16.15% | |
| 43 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.24% | -0.08% | -2.51% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.24% | -0.03% | -5.86% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.24% | -0.09% | -9.86% | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.23% | -0.05% | -12.80% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.22% | -0.01% | -7.84% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.22% | -0.08% | +4.30% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.22% | -0.12% | -4.14% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.21% | -0.04% | -4.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +17.3% | -0.31% | 减仓 |
| 2 | IWY | Ishares Russell Top 200 Grow | +1.2% | +0.79% | 加仓 |
| 3 | IWP | Ishares Russell Mid-cap Grow | +0.5% | +25.64% | 加仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.3% | +37.18% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +26.35% | 加仓 |
| 6 | TECH | Bio-techne CORP | +0.2% | +4392.81% | 加仓 |
| 7 | AAPL | Apple Inc | +0.1% | +17.26% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.1% | +1.98% | 加仓 |
| 9 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 10 | MKTX | Marketaxess Holdings Inc | +0.1% | NEW | 新建仓 |
| 11 | AVGO | Broadcom Inc | +0.1% | +1.31% | 加仓 |
| 12 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 13 | MOS | Mosaic Co/the | +0.1% | NEW | 新建仓 |
| 14 | IWB | Ishares Russell 1000 ETF | 0% | +75.88% | 加仓 |
| 15 | EFA | Ishares Msci Eafe ETF | 0% | +86.39% | 加仓 |
| 16 | NFLX | Netflix Inc | 0% | -0.01% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | +3.22% | 加仓 |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +0.19% | 加仓 |
| 19 | NVDA | Nvidia CORP | 0% | +4.90% | 加仓 |
| 20 | AEP | American Electric Power | -0.1% | -84.77% | 减仓 |
| 21 | BLKCHF | Blackrock Inc | -0.1% | EXIT | 清仓 |
| 22 | GE | General Electric | -0.1% | -55.60% | 减仓 |
| 23 | ITW | Illinois Tool Works | -0.1% | -69.03% | 减仓 |
| 24 | ESS | Essex Property Trust Inc | -0.1% | -46.13% | 减仓 |
| 25 | CVS | Cvs Health CORP | -0.1% | -80.22% | 减仓 |
| 26 | MO | Altria Group Inc | -0.1% | -45.09% | 减仓 |
| 27 | LDOS | Leidos Holdings Inc | -0.1% | -25.42% | 减仓 |
| 28 | DDOG | Datadog Inc - Class A | -0.1% | -51.79% | 减仓 |
| 29 | NEE | Nextera Energy Inc | -0.1% | -34.00% | 减仓 |
| 30 | CVX | Chevron CORP | -0.1% | -16.15% | 减仓 |
| 31 | ELV | Elevance Health Inc | -0.1% | -6.26% | 减仓 |
| 32 | AAL | American Airlines Group Inc | -0.1% | EXIT | 清仓 |
| 33 | TLH | Ishares 10-20 Year Treasury | -0.1% | +19.29% | 加仓 |
| 34 | MA | Mastercard Inc - A | -0.1% | -23.06% | 减仓 |
| 35 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | 清仓 |
| 36 | UNP | Union Pacific CORP | -0.2% | -24.10% | 减仓 |
| 37 | FCNCA | First Citizens Bcshs -cl A | -0.2% | -0.07% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | -1.81% | 减仓 |
| 39 | MSFT | Microsoft CORP | -0.2% | +11.87% | 加仓 |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -6.17% | 减仓 |
| 41 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -81.39% | 减仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -12.02% | 减仓 |
| 43 | TOLZ | Proshares Glb Infrastructure | -0.5% | -87.79% | 减仓 |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | -0.9% | -92.14% | 减仓 |
| 45 | MUB | Ishares National Muni Bond E | -1.2% | -0.97% | 减仓 |
| 46 | IWS | Ishares Russell Mid-cap Valu | -1.3% | +0.42% | 加仓 |
| 47 | VNQ | Vanguard Real Estate ETF | -1.4% | -92.40% | 减仓 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -1.5% | +16.75% | 加仓 |
| 49 | IEMG | Ishares Core Msci Emerging | -1.9% | -66.77% | 减仓 |
| 50 | IWX | Ishares Russell Top 200 Valu | -2.9% | -8.61% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First Citizens Bank & Trust Co 在 Q4 2024 季度的美股持仓总市值约为 US$66.9亿，共申报了 470 个公开持股仓位。
在 Q4 2024 季度，First Citizens Bank & Trust Co 按市值排列的前三大核心持股分别为：AGG (18.3%)、IEFA (10.7%)、IWX (8.4%)。其中最大持股仓位 AGG 占据整体投资组合约 18.3% 的权重。
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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
LRCX
市值: US$595.8万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$656.9万
在 Q4 2024 季度中，First Citizens Bank & Trust Co 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 17 个仓位、减仓 26 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 LRCXEUR。
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。