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$67.3亿
US$67.3亿
644 檔
38.4%
在 Q2 2026 的 13F 官方备案中，First Citizens Bank & Trust Co 管理的美股投资组合规模来到 US$67.3亿，整体持股档数为 644 档。
在 Q2 2026，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 14 个新仓位，并对 109 个既有持股进行加仓（合计增持 123 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 IWY, , IWX 等）合计占整体申报市值的 38.4%，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 644 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 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 14.89% | -7.33% | -24.26% | |
| 2 | ✓ | 股票-其他 | 7.30% | +7.24% | — | ||
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 7.10% | -2.83% | -23.85% | |
| 4 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.93% | -1.51% | -9.66% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.45% | -0.02% | +18.33% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.27% | +0.01% | +82.05% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.86% | +0.80% | +3.00% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.72% | -0.92% | -18.98% | |
| 9 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 2.34% | -0.04% | -1.98% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.21% | +1.01% | +5.27% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.99% | -0.03% | -28.44% | |
| 12 | DFIS | Dimensional International Sm | ETF-其他 | 1.68% | +0.15% | +0.19% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | +1.00% | +1.86% | |
| 14 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.32% | -0.03% | +390.93% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.31% | +0.22% | +21.02% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.03% | +0.13% | +4.48% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 1.01% | -0.09% | -28.64% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.17% | +5.83% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.87% | -0.09% | +10240.66% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.80% | -0.18% | +4.62% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.77% | +0.04% | +4.81% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | -0.39% | -6.38% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.51% | -5.21% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | +0.38% | +3.23% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.62% | -0.15% | -31.11% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +0.11% | +451.22% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.56% | +0.10% | +5.16% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.11% | -24.77% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.04% | +29.30% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.54% | +0.04% | +6.95% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.52% | EXIT | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | -0.08% | +5.35% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.49% | +0.04% | -0.53% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | +0.02% | +304.56% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.48% | -0.13% | +60.95% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.43% | -0.03% | +1100.73% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.43% | -0.01% | — | |
| 38 | MO | Altria Group Inc | 股票-非周期性消费 | 0.42% | -0.10% | -7.74% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.40% | -0.03% | -13.74% | |
| 40 | ITW | Illinois Tool Works | 股票-工业 | 0.36% | -0.08% | +1832.31% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.36% | -0.02% | +4.14% | |
| 42 | RF | Regions Financial CORP | 股票-金融 | 0.34% | -0.09% | +5.66% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.34% | -0.05% | +2.98% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事业 | 0.32% | -0.08% | -6.74% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.32% | +0.02% | +32.56% | |
| 46 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.32% | -0.11% | +5.08% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.32% | -0.02% | +1.96% | |
| 48 | ADI | Analog Devices Inc | 股票-科技 | 0.31% | -0.09% | +3.86% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | -0.01% | +1.28% | |
| 50 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.31% | +0.02% | +1.85% |
| # | 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 | +12.3% | -24.26% | 减仓 |
| 2 | ✓ | +7.3% | NEW | 新建仓 | |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.1% | +82.05% | 加仓 |
| 4 | GVI | Ishares Intermediate Governm | +0.9% | +390.93% | 加仓 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +0.9% | +10240.66% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.5% | +451.22% | 加仓 |
| 7 | IEF | Ishares 7-10 Year Treasury B | +0.4% | +1100.73% | 加仓 |
| 8 | ITW | Illinois Tool Works | +0.3% | +1832.31% | 加仓 |
| 9 | KEY | Keycorp | +0.2% | NEW | 新建仓 |
| 10 | LRCX | Lam Research CORP | +0.2% | -6.38% | 减仓 |
| 11 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +60.95% | 加仓 |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +153.36% | 加仓 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +2.55% | 加仓 |
| 14 | FTNT | Fortinet Inc | +0.1% | NEW | 新建仓 |
| 15 | CNC | Centene CORP | +0.1% | +5.57% | 加仓 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +5.35% | 加仓 |
| 17 | WDC | Western Digital CORP | +0.1% | NEW | 新建仓 |
| 18 | INTC | Intel CORP | +0.1% | -7.78% | 减仓 |
| 19 | NOW | Servicenow Inc | +0.1% | +1185.78% | 加仓 |
| 20 | ✓ | 0% | NEW | 新建仓 | |
| 21 | AMAT | Applied Materials Inc | 0% | -31.11% | 减仓 |
| 22 | V | Visa Inc-class A Shares | 0% | +29.30% | 加仓 |
| 23 | BEN | Franklin Resources Inc | 0% | +7.34% | 加仓 |
| 24 | UAL | United Airlines Holdings Inc | 0% | +4.17% | 加仓 |
| 25 | MRVL | Marvell Technology Inc | 0% | +13.05% | 加仓 |
| 26 | FLS | Flowserve CORP | 0% | NEW | 新建仓 |
| 27 | APH | Amphenol Corp-cl A | 0% | +6.28% | 加仓 |
| 28 | UNH | Unitedhealth Group Inc | 0% | +5.80% | 加仓 |
| 29 | QCOM | Qualcomm Inc | 0% | +11.71% | 加仓 |
| 30 | CAT | Caterpillar Inc | 0% | +9.93% | 加仓 |
| 31 | MCHP | Microchip Technology Inc | 0% | +15.69% | 加仓 |
| 32 | SWK | Stanley Black & Decker Inc | 0% | +18.59% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | 0% | +5.76% | 加仓 |
| 34 | GLW | Corning Inc | 0% | +6.11% | 加仓 |
| 35 | KLAC | Kla CORP | 0% | +945.30% | 加仓 |
| 36 | RYN | Rayonier Inc | 0% | +271.48% | 加仓 |
| 37 | BCO | Brink's Co/the | 0% | +232.59% | 加仓 |
| 38 | STX | Seagate Technology Holdings plc | 0% | +3.09% | 加仓 |
| 39 | LYFT | Lyft Inc-a | 0% | NEW | 新建仓 |
| 40 | TXN | Texas Instruments Inc | 0% | +16.19% | 加仓 |
| 41 | PLXS | Plexus CORP | 0% | NEW | 新建仓 |
| 42 | WINA | Winmark CORP | 0% | NEW | 新建仓 |
| 43 | SNDK | Sandisk CORP | 0% | NEW | 新建仓 |
| 44 | HIMS | Hims & Hers Health Inc | 0% | +47.33% | 加仓 |
| 45 | TXNM | Txnm Energy Inc | 0% | NEW | 新建仓 |
| 46 | ACAD | Acadia Pharmaceuticals Inc | 0% | NEW | 新建仓 |
| 47 | DELL | Dell Technologies -c | 0% | NEW | 新建仓 |
| 48 | MTRN | Materion CORP | 0% | -3.55% | 减仓 |
| 49 | ✓ | 0% | NEW | 新建仓 | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | +1.37% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，First Citizens Bank & Trust Co 在 Q2 2026 季度的美股持仓总市值约为 US$67.3亿，共申报了 644 个公开持股仓位。
在 Q2 2026 季度，First Citizens Bank & Trust Co 按市值排列的前三大核心持股分别为：IWY (14.9%)、 (7.3%)、IWX (7.1%)。其中最大持股仓位 IWY 占据整体投资组合约 14.9% 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
市值: US$4.9亿
本季最大获利了结 / 清仓标的
DDOG
前期市值: US$457.8万
在 Q2 2026 季度中，First Citizens Bank & Trust Co 共进行了 199 项持仓异动，包含新建仓 14 个仓位、加仓 109 个仓位、减仓 63 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 DDOG。
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。