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: 0001423045
申报总市值
US$5.0亿
US$5.0亿
131 檔
15.2%
First National Bank of Mount Dora, Trust Investment Services 在 Q1 2024 季度的美股仓位总计估值为 US$5.0亿，分散于 131 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2024 期间，First National Bank of Mount Dora, Trust Investment Services 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，First National Bank of Mount Dora, Trust Investment Services 的前 5 大核心持股（包含 NVDA, SPY, MSFT 等）合计占整体申报市值的 15.2%，反映机构在主要关键仓位上的权重分布。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 5.21% | -0.78% | -12.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.18% | +0.61% | -4.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.36% | -1.85% | -3.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.08% | +0.55% | +2.09% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.70% | -0.99% | -17.41% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | -0.71% | +20.75% | |
| 7 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 2.18% | -2.15% | EXIT | |
| 8 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 2.08% | -0.35% | -8.52% | |
| 9 | ADBE | Adobe Inc | 股票-科技 | 2.03% | -0.48% | -6.41% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.00% | +0.49% | -12.49% | |
| 11 | DE | Deere & Co | 股票-工业 | 1.99% | +0.42% | -4.09% | |
| 12 | PGR | Progressive CORP | 股票-金融 | 1.98% | -0.71% | +3.68% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.94% | -0.22% | -7.39% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 1.86% | +0.67% | +3.96% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.85% | -0.15% | -0.75% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.83% | +0.16% | -3.67% | |
| 17 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.82% | -0.10% | +0.26% | |
| 18 | WMT | Walmart Inc | 股票-非周期性消费 | 1.80% | -0.44% | +200.32% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.76% | -0.44% | +11.51% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.68% | +0.25% | -1.08% | |
| 21 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.57% | -0.09% | -1.45% | |
| 22 | LHX | L3harris Technologies Inc | 股票-工业 | 1.48% | -0.25% | +9.20% | |
| 23 | EA | Electronic Arts Inc | 股票-通信服务 | 1.46% | -0.14% | +30.55% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.42% | +0.05% | -18.67% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.40% | -0.06% | EXIT | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.38% | -0.48% | -4.97% | |
| 27 | LIN | Linde plc | 股票-原材料 | 1.37% | +0.13% | -13.30% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | -0.21% | -2.77% | |
| 29 | ITW | Illinois Tool Works | 股票-工业 | 1.28% | -0.26% | -0.77% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.24% | -4.24% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工业 | 1.22% | -0.58% | +8.04% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.21% | -0.05% | -0.86% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.19% | — | +0.68% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.19% | -0.42% | -2.85% | |
| 35 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.19% | -0.09% | +7.94% | |
| 36 | WM | Waste Management Inc | 股票-工业 | 1.10% | +0.46% | -15.08% | |
| 37 | INTC | Intel CORP | 股票-科技 | 1.05% | — | -9.47% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.02% | +0.69% | +58.87% | |
| 39 | EQIX | Equinix Inc | 股票-房地产 | 1.01% | -0.06% | -22.91% | |
| 40 | VLO | Valero Energy CORP | 股票-能源 | 1.00% | +0.70% | +1.24% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.98% | +0.03% | +1.64% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.96% | -0.44% | -2.48% | |
| 43 | HON | Honeywell International Inc | 股票-工业 | 0.91% | -1.02% | EXIT | |
| 44 | AEP | American Electric Power | 股票-公用事业 | 0.91% | -0.03% | +8.51% | |
| 45 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.86% | -0.70% | -4.50% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.82% | +0.02% | — | |
| 47 | PFE | Pfizer Inc | 股票-医疗保健 | 0.81% | — | +16.17% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.81% | -0.04% | -15.06% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | +0.11% | +0.74% | |
| 50 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.39% | +2.69% |
根据 SEC 官方 Form 13F 申报备案，First National Bank of Mount Dora, Trust Investment Services 在 Q1 2024 季度的美股持仓总市值约为 US$5.0亿，共申报了 131 个公开持股仓位。
在 Q1 2024 季度，First National Bank of Mount Dora, Trust Investment Services 按市值排列的前三大核心持股分别为：NVDA (5.2%)、SPY (4.2%)、MSFT (3.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.2% 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。
在 Q1 2024 季度中，First National Bank of Mount Dora, Trust Investment Services 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。