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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001423045
申报总市值
US$5.0亿
US$5.0亿
137 檔
15.6%
截至 Q3 2024 季度末，First National Bank of Mount Dora, Trust Investment Services 的美股持仓估值约为 US$5.0亿，全数申报仓位共有 137 档。
First National Bank of Mount Dora, Trust Investment Services 在 Q3 2024 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 24 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
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 SPY, AAPL, NVDA 等）合计占整体申报市值的 15.6%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.61% | +0.61% | +16.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.72% | +0.55% | -2.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.60% | -0.78% | -32.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -1.85% | -1.93% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.69% | -0.71% | +911.36% | |
| 6 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.52% | +0.16% | +12.88% | |
| 7 | TXN | Texas Instruments Inc | 股票-科技 | 2.38% | +0.67% | +6.20% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.36% | -0.99% | -11.49% | |
| 9 | TMUS | T-mobile US Inc | 股票-通信服务 | 2.34% | -0.22% | +86.26% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 2.13% | -0.48% | +3.65% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.05% | -0.44% | -3.12% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.02% | +0.49% | -3.04% | |
| 13 | PGR | Progressive CORP | 股票-金融 | 1.90% | -0.71% | -5.95% | |
| 14 | MSI | Motorola Solutions Inc | 股票-科技 | 1.88% | +0.97% | +89.34% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.83% | -0.22% | -1.24% | |
| 16 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.76% | -0.35% | -16.09% | |
| 17 | DE | Deere & Co | 股票-工业 | 1.69% | +0.42% | -4.05% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | -0.15% | +0.20% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.62% | -0.44% | +1.64% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 1.54% | -0.48% | +4.90% | |
| 21 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.54% | -2.15% | EXIT | |
| 22 | LIN | Linde plc | 股票-原材料 | 1.54% | +0.13% | +9.92% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.54% | +0.05% | -1.74% | |
| 24 | LHX | L3harris Technologies Inc | 股票-工业 | 1.53% | -0.25% | -0.01% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.50% | -0.70% | +26.22% | |
| 26 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.28% | +0.69% | +10.79% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.27% | +0.25% | -9.20% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.26% | -0.10% | +121.83% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.25% | -0.01% | +33.76% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.25% | -0.09% | +2.67% | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.25% | -0.09% | +4.47% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.21% | -3.19% | |
| 33 | EA | Electronic Arts Inc | 股票-通信服务 | 1.22% | -0.14% | -6.73% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 1.16% | +2.22% | +63.89% | |
| 35 | ITW | Illinois Tool Works | 股票-工业 | 1.15% | -0.26% | -0.26% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | -0.05% | -2.02% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | -0.24% | -1.28% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.13% | — | -7.39% | |
| 39 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.07% | -0.42% | -1.91% | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.44% | -0.64% | |
| 41 | PSA | Public Storage | 股票-房地产 | 1.00% | -0.05% | EXIT | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.99% | +0.03% | — | |
| 43 | UPS | United Parcel Service-cl B | 股票-工业 | 0.98% | -0.58% | -0.94% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.93% | +0.46% | -1.85% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工业 | 0.92% | -0.08% | -0.98% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.89% | -0.39% | +6.25% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.88% | +0.70% | +8.38% | |
| 48 | HON | Honeywell International Inc | 股票-工业 | 0.85% | -1.02% | EXIT | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.81% | +0.02% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | +0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +1.2% | +86.26% | 加仓 |
| 2 | MSI | Motorola Solutions Inc | +1% | +89.34% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +121.83% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +16.06% | 加仓 |
| 5 | SHW | Sherwin-williams Co/the | +0.5% | +26.22% | 加仓 |
| 6 | ABBV | Abbvie Inc | +0.5% | +12.88% | 加仓 |
| 7 | PSA | Public Storage | +0.5% | +52.60% | 加仓 |
| 8 | CEG | Constellation Energy | +0.4% | +102.99% | 加仓 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.4% | NEW | 新建仓 |
| 10 | NEE | Nextera Energy Inc | +0.3% | +85.05% | 加仓 |
| 11 | AMAT | Applied Materials Inc | +0.3% | +63.89% | 加仓 |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +33.76% | 加仓 |
| 13 | LEN | Lennar Corp-a | +0.2% | +26.29% | 加仓 |
| 14 | HD | Home Depot Inc | +0.2% | +4.90% | 加仓 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.2% | +126.12% | 加仓 |
| 16 | LIN | Linde plc | +0.2% | +9.92% | 加仓 |
| 17 | LH | Labcorp Holdings Inc | +0.2% | +35.65% | 加仓 |
| 18 | WMT | Walmart Inc | +0.2% | -3.12% | 减仓 |
| 19 | PGR | Progressive CORP | +0.2% | -5.95% | 减仓 |
| 20 | MCD | Mcdonald's CORP | +0.2% | +6.25% | 加仓 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +6.20% | 加仓 |
| 22 | HCA | Hca Healthcare Inc | +0.1% | +4.75% | 加仓 |
| 23 | TJX | Tjx Companies Inc | +0.1% | +10.79% | 加仓 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -0.98% | 减仓 |
| 25 | SPGI | S&p Global Inc | +0.1% | -1.74% | 减仓 |
| 26 | ICE | Intercontinental Exchange In | +0.1% | -0.64% | 减仓 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | +2.33% | 加仓 |
| 28 | AVGO | Broadcom Inc | +0.1% | +911.36% | 加仓 |
| 29 | MRSH | Marsh & Mclennan Cos | +0.1% | +4.47% | 加仓 |
| 30 | AAPL | Apple Inc | 0% | -2.73% | 减仓 |
| 31 | ITW | Illinois Tool Works | 0% | -0.26% | 减仓 |
| 32 | CMCSA | Comcast Corp-class A | 0% | +1.64% | 加仓 |
| 33 | DE | Deere & Co | 0% | -4.05% | 减仓 |
| 34 | CSGP | Costar Group Inc | -0.2% | EXIT | 清仓 |
| 35 | CVX | Chevron CORP | -0.2% | -30.78% | 减仓 |
| 36 | BDX | Becton Dickinson And Co | -0.2% | -42.93% | 减仓 |
| 37 | AEP | American Electric Power | -0.2% | -41.72% | 减仓 |
| 38 | APD | Air Products & Chemicals Inc | -0.2% | -50.71% | 减仓 |
| 39 | LLY | Eli Lilly & Co | -0.3% | -3.04% | 减仓 |
| 40 | EQIX | Equinix Inc | -0.3% | -46.10% | 减仓 |
| 41 | ADP | Automatic Data Processing | -0.3% | -60.70% | 减仓 |
| 42 | PFE | Pfizer Inc | -0.3% | -57.15% | 减仓 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -9.20% | 减仓 |
| 44 | COST | Costco Wholesale CORP | -0.4% | -11.49% | 减仓 |
| 45 | TRI4EUR | Thomson Reuters CORP | -0.4% | -15.39% | 减仓 |
| 46 | INTC | Intel CORP | -0.4% | -58.42% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.4% | -1.93% | 减仓 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | -63.14% | 减仓 |
| 49 | VZ | Verizon Communications Inc | -0.8% | -64.94% | 减仓 |
| 50 | NVDA | Nvidia CORP | -2.1% | -32.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First National Bank of Mount Dora, Trust Investment Services 在 Q3 2024 季度的美股持仓总市值约为 US$5.0亿，共申报了 137 个公开持股仓位。
在 Q3 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：SPY (4.6%)、AAPL (3.7%)、NVDA (3.6%)。其中最大持股仓位 SPY 占据整体投资组合约 4.6% 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
AGG
市值: US$155.4万
本季最大获利了结 / 清仓标的
CSGP
前期市值: US$64.2万
在 Q3 2024 季度中，First National Bank of Mount Dora, Trust Investment Services 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 24 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AGG。 本季清仓仓位包含 CSGP。
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。