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
627 檔
23.2%
在 Q3 2025 申报期间，First Citizens Bank & Trust Co（CIK: 0001092203）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$66.9亿，共持有 627 个公开申报仓位。
在 Q3 2025，First Citizens Bank & Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 30 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
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 IWX, IWS, IWY 等）合计占整体申报市值的 23.2%，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 627 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 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 11.19% | -4.47% | -4.86% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 8.13% | -2.25% | +3.06% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.45% | +12.25% | -4.99% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 5.21% | -1.42% | +14.21% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.53% | -0.57% | +3.26% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.48% | -0.40% | -1.58% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.11% | -0.54% | -0.03% | |
| 8 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 3.03% | -0.70% | -0.63% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | -0.37% | +5.83% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.35% | +1.06% | -2.94% | |
| 11 | DFIS | Dimensional International Sm | ETF-其他 | 2.34% | -0.59% | +20.02% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.55% | -1.93% | -92.79% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | -0.02% | +4.42% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.11% | -0.24% | +0.30% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.05% | -0.08% | +4.86% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.38% | +0.46% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.96% | -0.09% | +0.94% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.95% | -0.16% | -6.42% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.87% | -0.10% | -11.95% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.13% | -39.26% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.67% | -0.08% | +11.05% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.65% | -0.11% | +3.99% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.64% | -0.24% | +1681.12% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.62% | -0.14% | — | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | -0.12% | -90.43% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.61% | -0.09% | -3.23% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 0.60% | -0.21% | -7.28% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.10% | -3.07% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.02% | -1.27% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.08% | +2.82% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.54% | -0.05% | -2.57% | |
| 32 | MO | Altria Group Inc | 股票-非周期性消费 | 0.49% | -0.16% | +17.89% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.35% | -24.80% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.43% | -0.05% | +3.42% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | -0.11% | -18.89% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.06% | +1.16% | |
| 37 | LRCX | Lam Research CORP | 股票-科技 | 0.41% | +0.18% | +8.00% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | -0.02% | +58.80% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.40% | -0.13% | +0.04% | |
| 40 | RF | Regions Financial CORP | 股票-金融 | 0.39% | -0.05% | +6.85% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.39% | -0.02% | +141.90% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.03% | -12.16% | |
| 43 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.38% | +0.94% | -6.92% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.38% | -0.07% | +20.47% | |
| 45 | AMAT | Applied Materials Inc | 股票-科技 | 0.36% | +0.02% | +6.52% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.36% | -0.06% | -0.18% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.36% | -0.08% | +4.60% | |
| 48 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.35% | +0.14% | -12.90% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | -0.05% | -8.25% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.05% | -20.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | +4.6% | -4.99% | 减仓 |
| 2 | NVDA | Nvidia CORP | +1.3% | +5.83% | 加仓 |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.03% | 加仓 |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.6% | +1681.12% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | +4.86% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | +0.94% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.3% | +11.05% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.3% | +2.82% | 加仓 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +0.30% | 加仓 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.3% | -92.79% | 减仓 |
| 11 | TROW | T Rowe Price Group Inc | +0.2% | +141.90% | 加仓 |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +8.52% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.2% | +8.00% | 加仓 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +4.42% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.2% | -7.28% | 加仓 |
| 16 | MO | Altria Group Inc | +0.2% | +17.89% | 加仓 |
| 17 | ETN | Eaton Corporation plc | +0.2% | +3.42% | 加仓 |
| 18 | BAC | Bank Of America CORP | +0.2% | -8.25% | 加仓 |
| 19 | PLD | Prologis Inc | +0.2% | +312.96% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +0.46% | 加仓 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +6.52% | 加仓 |
| 22 | GILD | Gilead Sciences Inc | +0.1% | +589.41% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +58.80% | 加仓 |
| 24 | IDXX | Idexx Laboratories Inc | +0.1% | +3.41% | 加仓 |
| 25 | EMN | Eastman Chemical Co | +0.1% | +174.05% | 加仓 |
| 26 | AMCR | Amcor plc | +0.1% | -2.90% | 加仓 |
| 27 | BKNG | Booking Holdings Inc | +0.1% | +3.38% | 加仓 |
| 28 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +14.21% | 减仓 |
| 29 | RF | Regions Financial CORP | +0.1% | +6.85% | 加仓 |
| 30 | AAPL | Apple Inc | +0.1% | +3.26% | 加仓 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +3.99% | 加仓 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | -2.94% | 减仓 |
| 33 | DFIS | Dimensional International Sm | -0.2% | +20.02% | 减仓 |
| 34 | AES | Aes CORP | -0.2% | -98.18% | 减仓 |
| 35 | NI | Nisource Inc | -0.2% | -91.51% | 减仓 |
| 36 | IWS | Ishares Russell Mid-cap Valu | -0.3% | +3.06% | 加仓 |
| 37 | UNH | Unitedhealth Group Inc | -0.3% | -23.96% | 减仓 |
| 38 | XOM | Exxon Mobil CORP | -0.3% | -24.80% | 减仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -3.07% | 减仓 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -1.58% | 减仓 |
| 41 | IWX | Ishares Russell Top 200 Valu | -1% | -4.86% | 加仓 |
| 42 | VTWO | Vanguard Russell 2000 ETF | -1.1% | -12.90% | 减仓 |
| 43 | TLH | Ishares 10-20 Year Treasury | -1.9% | -97.63% | 减仓 |
| 44 | MUB | Ishares National Muni Bond E | -6.7% | -90.43% | 减仓 |
| 45 | AVUV | Avantis US Small Cap Value | — | NEW | 新建仓 |
| 46 | VRSK | Verisk Analytics Inc | — | NEW | 新建仓 |
| 47 | APH | Amphenol Corp-cl A | — | NEW | 新建仓 |
| 48 | EXC | Exelon CORP | — | NEW | 新建仓 |
| 49 | COIN | Coinbase Global Inc -class A | — | NEW | 新建仓 |
| 50 | EVRG | Evergy Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，First Citizens Bank & Trust Co 在 Q3 2025 季度的美股持仓总市值约为 US$66.9亿，共申报了 627 个公开持股仓位。
在 Q3 2025 季度，First Citizens Bank & Trust Co 按市值排列的前三大核心持股分别为：IWX (11.2%)、IWS (8.1%)、IWY (5.5%)。其中最大持股仓位 IWX 占据整体投资组合约 11.2% 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
AVUV
市值: US$4427.7万
本季最大获利了结 / 清仓标的
MUB
前期市值: US$2.9亿
在 Q3 2025 季度中，First Citizens Bank & Trust Co 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 30 个仓位、减仓 14 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AVUV。
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。