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
637 檔
24.1%
Q4 2025 季度申报显示，First Citizens Bank & Trust Co 披露的美股组合总市值为 US$66.9亿，涵盖 637 个不同之权益投资仓位。
在 Q4 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 3 个新仓位，并对 29 个既有持股进行加仓（合计增持 32 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 24.1%，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 637 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 | 11.47% | -4.47% | +1.31% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 8.05% | -2.25% | +1.24% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.43% | +12.25% | -0.59% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.99% | -1.42% | +2.82% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.67% | -0.57% | +0.67% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.53% | -0.40% | +2.27% | |
| 7 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 3.52% | -0.70% | -0.22% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.67% | -0.37% | +1.91% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.54% | -8.86% | |
| 10 | DFIS | Dimensional International Sm | ETF-其他 | 2.39% | -0.59% | +1.43% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.32% | +1.06% | -0.43% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.44% | -1.93% | -3.29% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.44% | -0.02% | +5.25% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.20% | -0.09% | +0.50% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | -0.08% | +2.45% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.38% | +3.36% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | -0.24% | -0.29% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.96% | -0.16% | +1.85% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.86% | -0.10% | +0.14% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | -0.13% | +0.10% | |
| 21 | TSLA | Tesla Inc | 股票-周期性消费 | 0.74% | -0.08% | +11.81% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | -0.02% | +18.95% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.64% | -0.24% | +2.89% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.63% | -0.11% | -1.88% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.35% | +24.09% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.02% | +2.86% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.60% | -0.14% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.59% | -0.09% | +0.10% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.49% | -0.12% | -17.98% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | +0.06% | +3.65% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.45% | -0.21% | +895.68% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.45% | -0.05% | +1.54% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.44% | +0.02% | -1.07% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | -0.11% | +9.10% | |
| 35 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.41% | -0.10% | +40.75% | |
| 36 | MO | Altria Group Inc | 股票-非周期性消费 | 0.41% | -0.16% | -1.38% | |
| 37 | RF | Regions Financial CORP | 股票-金融 | 0.40% | -0.05% | +2.53% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.40% | -0.13% | +3.05% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.40% | +0.18% | -20.84% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.39% | -0.03% | +3.11% | |
| 41 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.38% | -0.06% | +25.75% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.38% | -0.02% | +0.30% | |
| 43 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.37% | +0.94% | -0.44% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | -0.10% | -37.20% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.36% | -0.07% | +1.17% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.08% | +0.05% | |
| 47 | ETN | Eaton Corporation plc | 股票-工业 | 0.36% | -0.05% | +1.77% | |
| 48 | CSGP | Costar Group Inc | 股票-房地产 | 0.36% | -0.14% | +117.87% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.36% | -0.09% | +2.96% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | -0.05% | -1.89% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FCNCA | First Citizens Bcshs -cl A | +0.5% | -0.22% | 减仓 |
| 2 | IWX | Ishares Russell Top 200 Valu | +0.3% | +1.31% | 加仓 |
| 3 | BEN | Franklin Resources Inc | +0.3% | +5903.42% | 加仓 |
| 4 | LLY | Eli Lilly & Co | +0.3% | +18.95% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +0.50% | 加仓 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.10% | 加仓 |
| 7 | CSGP | Costar Group Inc | +0.2% | +117.87% | 加仓 |
| 8 | IWB | Ishares Russell 1000 ETF | +0.2% | +340.22% | 加仓 |
| 9 | AAPL | Apple Inc | +0.1% | +0.67% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +24.09% | 加仓 |
| 11 | IDXX | Idexx Laboratories Inc | +0.1% | +40.75% | 加仓 |
| 12 | AEP | American Electric Power | +0.1% | +934.38% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +5.25% | 加仓 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -1.07% | 减仓 |
| 15 | TSLA | Tesla Inc | +0.1% | +11.81% | 加仓 |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +119.79% | 加仓 |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +25.75% | 加仓 |
| 18 | BX | Blackstone Inc | +0.1% | +1527.66% | 加仓 |
| 19 | BA | Boeing Co/the | +0.1% | +214.55% | 加仓 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +64.09% | 加仓 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.27% | 加仓 |
| 22 | DFIS | Dimensional International Sm | +0.1% | +1.43% | 加仓 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +3.65% | 加仓 |
| 24 | QCOM | Qualcomm Inc | +0.1% | +98.36% | 加仓 |
| 25 | ISRG | Intuitive Surgical Inc | +0.1% | +2.71% | 加仓 |
| 26 | AVGO | Broadcom Inc | 0% | +2.45% | 加仓 |
| 27 | IWY | Ishares Russell Top 200 Grow | 0% | -0.59% | 减仓 |
| 28 | HCA | Hca Healthcare Inc | -0.1% | -83.92% | 减仓 |
| 29 | MPC | Marathon Petroleum CORP | -0.1% | -49.75% | 减仓 |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.1% | +1.24% | 加仓 |
| 31 | TEL | TE Connectivity plc | -0.1% | -72.69% | 减仓 |
| 32 | MO | Altria Group Inc | -0.1% | -1.38% | 减仓 |
| 33 | COIN | Coinbase Global Inc -class A | -0.1% | -6.44% | 减仓 |
| 34 | HD | Home Depot Inc | -0.1% | +1.54% | 加仓 |
| 35 | DHR | Danaher CORP | -0.1% | -63.23% | 减仓 |
| 36 | MUB | Ishares National Muni Bond E | -0.1% | -17.98% | 减仓 |
| 37 | HSIC | Henry Schein Inc | -0.1% | -97.19% | 减仓 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -0.29% | 减仓 |
| 39 | NFLX | Netflix Inc | -0.2% | +895.68% | 加仓 |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | -72.18% | 减仓 |
| 41 | ORCL | Oracle CORP | -0.2% | +0.05% | 加仓 |
| 42 | ACN | Accenture plc | -0.2% | -63.71% | 减仓 |
| 43 | IWP | Ishares Russell Mid-cap Grow | -0.2% | +2.82% | 加仓 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -37.20% | 减仓 |
| 45 | AJG | Arthur J Gallagher & Co | -0.3% | -95.97% | 减仓 |
| 46 | MSFT | Microsoft CORP | -0.6% | -8.86% | 减仓 |
| 47 | MKTX | Marketaxess Holdings Inc | — | EXIT | 清仓 |
| 48 | OKE | Oneok Inc | — | NEW | 新建仓 |
| 49 | VCRB | Vanguard Core Bond ETF | — | NEW | 新建仓 |
| 50 | FICO | Fair Isaac CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，First Citizens Bank & Trust Co 在 Q4 2025 季度的美股持仓总市值约为 US$66.9亿，共申报了 637 个公开持股仓位。
在 Q4 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 (11.5%)、IWS (8.1%)、IWY (5.4%)。其中最大持股仓位 IWX 占据整体投资组合约 11.5% 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
OKE
市值: US$303.3万
本季最大获利了结 / 清仓标的
MKTX
前期市值: US$597.1万
在 Q4 2025 季度中，First Citizens Bank & Trust Co 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 29 个仓位、减仓 17 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 OKE。 本季清仓仓位包含 MKTX。
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。