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
634 檔
22.5%
First Citizens Bank & Trust Co 在 Q1 2026 季度的美股仓位总计估值为 US$66.9亿，分散于 634 个持仓标的之中，反映其市场参与广度与投资规模。
First Citizens Bank & Trust Co 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 25 个全新仓位及加仓 79 档持股的同时，亦同步清仓 28 档并减仓 67 档标的。
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, IWP 等）合计占整体申报市值的 22.5%，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 634 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 | 11.57% | -4.47% | -0.93% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 8.18% | -2.25% | -2.42% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 4.14% | -1.42% | -12.12% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.92% | -1.93% | +170.94% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.85% | -0.40% | +6.64% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.43% | -0.57% | -0.64% | |
| 7 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 3.04% | -0.70% | -2.32% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.64% | +12.25% | -0.60% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.58% | -0.37% | +2.50% | |
| 10 | DFIS | Dimensional International Sm | ETF-其他 | 2.27% | -0.59% | -7.75% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.21% | +1.06% | -0.93% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.54% | +1.09% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 2.00% | -0.99% | +12382.62% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.33% | -0.02% | +1.71% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.12% | -0.09% | +1.53% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 0.97% | -0.08% | -1.62% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.96% | -0.16% | -9.40% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | -0.38% | +2.38% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.87% | -0.10% | -2.83% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.87% | -0.24% | +3.15% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.35% | -1.17% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.78% | -0.13% | -0.84% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.64% | -0.24% | -0.23% | |
| 24 | TSLA | Tesla Inc | 股票-周期性消费 | 0.62% | -0.08% | +1.75% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.02% | +2.55% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.60% | -0.11% | -1.36% | |
| 27 | MO | Altria Group Inc | 股票-非周期性消费 | 0.58% | -0.16% | +24.00% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | -0.09% | +7.35% | |
| 29 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.58% | -0.02% | +2.20% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.14% | — | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.02% | -0.30% | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.51% | +0.18% | +2.08% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事业 | 0.51% | -0.19% | +87.39% | |
| 34 | NFLX | Netflix Inc | 股票-通信服务 | 0.47% | -0.21% | +0.71% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.46% | -0.12% | -6.96% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.06% | -6.28% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.43% | -0.13% | +8.87% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | -0.11% | -0.39% | |
| 39 | FE | Firstenergy CORP | 股票-公用事业 | 0.41% | -0.17% | — | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.41% | -0.05% | -0.84% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.17% | -1.48% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.10% | +13.62% | |
| 43 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.40% | -0.12% | +45.84% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.40% | -0.09% | +0.78% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.39% | -0.07% | +1.65% | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.39% | -0.05% | +0.17% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.38% | +0.94% | +3.96% | |
| 48 | EVRG | Evergy Inc | 股票-公用事业 | 0.36% | -0.12% | +65.24% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.35% | -0.11% | — | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.34% | +0.14% | -3.91% |
| # | 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 | +2.5% | +170.94% | 加仓 |
| 2 | TLH | Ishares 10-20 Year Treasury | +2% | +12382.62% | 加仓 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.64% | 加仓 |
| 4 | DUK | Duke Energy CORP | +0.3% | +87.39% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -1.17% | 减仓 |
| 6 | KMI | Kinder Morgan, Inc. | +0.2% | +45.84% | 加仓 |
| 7 | MO | Altria Group Inc | +0.2% | +24.00% | 加仓 |
| 8 | EVRG | Evergy Inc | +0.2% | +65.24% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +2.55% | 加仓 |
| 10 | IWS | Ishares Russell Mid-cap Valu | +0.1% | -2.42% | 减仓 |
| 11 | LRCX | Lam Research CORP | +0.1% | +2.08% | 加仓 |
| 12 | CVX | Chevron CORP | +0.1% | -1.48% | 减仓 |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +349.60% | 加仓 |
| 14 | COP | Conocophillips | +0.1% | -1.41% | 减仓 |
| 15 | MS | Morgan Stanley | +0.1% | +208.04% | 加仓 |
| 16 | NSC | Norfolk Southern CORP | +0.1% | +309.01% | 加仓 |
| 17 | MBB | Ishares Mbs ETF | +0.1% | +110.97% | 加仓 |
| 18 | FALN | Ishares Fallen Angels ETF | +0.1% | +109.65% | 加仓 |
| 19 | RY | Royal Bank Of Canada | +0.1% | +229.13% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +1.42% | 加仓 |
| 21 | ADI | Analog Devices Inc | +0.1% | -1.97% | 减仓 |
| 22 | ETN | Eaton Corporation plc | +0.1% | -0.84% | 减仓 |
| 23 | CRM | Salesforce Inc | 0% | +355.05% | 加仓 |
| 24 | MGK | Vanguard Mega Cap Growth ETF | 0% | +851.23% | 加仓 |
| 25 | WMT | Walmart Inc | 0% | +3.78% | 加仓 |
| 26 | EXC | Exelon CORP | 0% | +1.42% | 加仓 |
| 27 | KO | Coca-cola Co/the | 0% | +0.78% | 加仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.62% | 加仓 |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +8.87% | 加仓 |
| 30 | ABBV | Abbvie Inc | 0% | +24.62% | 加仓 |
| 31 | GILD | Gilead Sciences Inc | 0% | +1.11% | 加仓 |
| 32 | CME | Cme Group Inc | 0% | +1.10% | 加仓 |
| 33 | PEP | Pepsico Inc | 0% | +1.24% | 加仓 |
| 34 | UNP | Union Pacific CORP | 0% | +1.65% | 加仓 |
| 35 | SNA | Snap-on Inc | 0% | +1.84% | 加仓 |
| 36 | OKE | Oneok Inc | 0% | +8.26% | 加仓 |
| 37 | DOW | Dow Inc | 0% | +8.43% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | 0% | +1.87% | 加仓 |
| 39 | CSX | Csx CORP | 0% | +88.75% | 加仓 |
| 40 | AES | Aes CORP | 0% | +73.93% | 加仓 |
| 41 | MPC | Marathon Petroleum CORP | 0% | -2.22% | 减仓 |
| 42 | GEV | GE Vernova Inc | 0% | +6.01% | 加仓 |
| 43 | ITOT | Ishares Core S&p Total U.s. | 0% | +68.97% | 加仓 |
| 44 | XPO | Xpo Inc | 0% | +7.66% | 加仓 |
| 45 | BMY | Bristol-myers Squibb Co | 0% | +5.17% | 加仓 |
| 46 | CAT | Caterpillar Inc | 0% | +3.06% | 加仓 |
| 47 | NFLX | Netflix Inc | 0% | +0.71% | 加仓 |
| 48 | INTC | Intel CORP | 0% | +19.79% | 加仓 |
| 49 | JNJ | Johnson & Johnson | 0% | +6.14% | 加仓 |
| 50 | WM | Waste Management Inc | 0% | +0.76% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，First Citizens Bank & Trust Co 在 Q1 2026 季度的美股持仓总市值约为 US$66.9亿，共申报了 634 个公开持股仓位。
在 Q1 2026 季度，First Citizens Bank & Trust Co 按市值排列的前三大核心持股分别为：IWX (11.6%)、IWS (8.2%)、IWP (4.1%)。其中最大持股仓位 IWX 占据整体投资组合约 11.6% 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
FE
市值: US$1945.6万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$1217.3万
在 Q1 2026 季度中，First Citizens Bank & Trust Co 共进行了 199 项持仓异动，包含新建仓 25 个仓位、加仓 79 个仓位、减仓 67 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 FE。 本季清仓仓位包含 AMCR。
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。