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
130 檔
17.5%
根据最新整理的 13F 季度数据集，First National Bank of Mount Dora, Trust Investment Services 于 Q2 2025 结束时的管理资产规模为 US$5.0亿。该机构在本季度申报了 130 档美股持仓，呈现出该时期的主要投资地图。
First National Bank of Mount Dora, Trust Investment Services 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 3 个全新仓位及加仓 18 档持股的同时，亦同步清仓 2 档并减仓 26 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 NVDA, SPY, MSFT 等）合计占整体申报市值的 17.5%，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 | 4.69% | -0.78% | -0.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.25% | +0.61% | +30.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -1.85% | +0.29% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.73% | -0.71% | -0.23% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.15% | +0.55% | -0.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | -0.21% | +1.17% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.88% | -0.99% | -0.17% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.58% | -1.21% | +4.42% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.48% | +0.49% | +0.27% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 2.32% | -0.71% | -0.09% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.31% | -0.44% | -0.08% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.29% | +0.25% | +3.51% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -0.15% | +1.83% | |
| 14 | TMUS | T-mobile US Inc | 股票-通信服务 | 2.22% | -0.22% | +0.40% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.22% | -0.28% | — | |
| 16 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 2.15% | -2.15% | EXIT | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 2.12% | +0.67% | -0.65% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.97% | +0.16% | -1.16% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.95% | -0.10% | +2.34% | |
| 20 | LIN | Linde plc | 股票-原材料 | 1.63% | +0.13% | +0.51% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.58% | -0.42% | -35.41% | |
| 22 | DE | Deere & Co | 股票-工业 | 1.51% | +0.42% | -0.90% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.49% | -0.48% | +0.39% | |
| 24 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.47% | +0.69% | +0.10% | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事业 | 1.46% | -0.35% | -0.11% | |
| 26 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.45% | -0.39% | +1.04% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.41% | -0.48% | -11.83% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工业 | 1.39% | -0.58% | -0.11% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.24% | -1.19% | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 1.31% | +1.94% | +2.23% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.16% | -0.89% | +4.65% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.16% | -0.22% | -1.52% | |
| 33 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 1.11% | -0.04% | +1091.49% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 1.11% | -0.44% | -0.86% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.10% | -0.44% | -30.87% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 1.07% | +2.22% | +1.51% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.03% | +0.03% | +1.98% | |
| 38 | HON | Honeywell International Inc | 股票-工业 | 1.02% | -1.02% | EXIT | |
| 39 | WM | Waste Management Inc | 股票-工业 | 1.00% | +0.46% | +0.36% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.96% | +0.05% | -1.39% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | +0.11% | +7.79% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.85% | -0.70% | -0.25% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.84% | -0.09% | -1.57% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工业 | 0.83% | -0.08% | +0.09% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.82% | +0.02% | — | |
| 46 | PCAR | Paccar Inc | 股票-工业 | 0.80% | -0.80% | EXIT | |
| 47 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.79% | -0.21% | +0.75% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.13% | -0.17% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.73% | -0.01% | -0.79% | |
| 50 | CTAS | Cintas CORP | 股票-工业 | 0.67% | -0.08% | +2.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +2.2% | NEW | 新建仓 |
| 2 | AVGO | Broadcom Inc | +1.3% | -0.23% | 减仓 |
| 3 | NVDA | Nvidia CORP | +1.2% | -0.99% | 减仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +30.21% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.9% | +4.42% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.7% | +0.29% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +2.34% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.17% | 加仓 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +3.51% | 加仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +1.51% | 加仓 |
| 11 | TRI4EUR | Thomson Reuters CORP | +0.1% | -0.37% | 减仓 |
| 12 | TXN | Texas Instruments Inc | +0.1% | -0.65% | 减仓 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.79% | 加仓 |
| 14 | WMT | Walmart Inc | +0.1% | -0.08% | 减仓 |
| 15 | APH | Amphenol Corp-cl A | +0.1% | -0.31% | 减仓 |
| 16 | FTNT | Fortinet Inc | +0.1% | +2.23% | 加仓 |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | 新建仓 |
| 18 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建仓 |
| 19 | HON | Honeywell International Inc | 0% | +1.66% | 加仓 |
| 20 | HCA | Hca Healthcare Inc | 0% | +0.75% | 加仓 |
| 21 | GS | Goldman Sachs Group Inc | 0% | — | 不变 |
| 22 | LHX | L3harris Technologies Inc | 0% | -5.75% | 减仓 |
| 23 | CTAS | Cintas CORP | 0% | +2.73% | 加仓 |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.98% | 加仓 |
| 25 | DE | Deere & Co | 0% | -0.90% | 减仓 |
| 26 | ICE | Intercontinental Exchange In | 0% | -0.86% | 减仓 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | 清仓 |
| 28 | BDX | Becton Dickinson And Co | -0.1% | -15.09% | 减仓 |
| 29 | MSI | Motorola Solutions Inc | -0.1% | -20.61% | 减仓 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -16.28% | 减仓 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -8.40% | 减仓 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -4.39% | 减仓 |
| 33 | COST | Costco Wholesale CORP | -0.1% | -0.17% | 减仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.17% | 减仓 |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -0.79% | 减仓 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.57% | 减仓 |
| 37 | PG | Procter & Gamble Co/the | -0.2% | -1.52% | 减仓 |
| 38 | MCD | Mcdonald's CORP | -0.2% | +1.04% | 加仓 |
| 39 | UPS | United Parcel Service-cl B | -0.3% | -0.11% | 减仓 |
| 40 | HD | Home Depot Inc | -0.3% | -11.83% | 减仓 |
| 41 | PGR | Progressive CORP | -0.4% | -0.09% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.4% | +0.27% | 加仓 |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | 清仓 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | +1.83% | 加仓 |
| 45 | ABBV | Abbvie Inc | -0.5% | -1.16% | 减仓 |
| 46 | TMUS | T-mobile US Inc | -0.5% | +0.40% | 加仓 |
| 47 | ORLY | O'reilly Automotive Inc | -0.5% | +1091.49% | 加仓 |
| 48 | AAPL | Apple Inc | -0.6% | -0.11% | 减仓 |
| 49 | CMCSA | Comcast Corp-class A | -0.7% | -30.87% | 减仓 |
| 50 | AMZN | Amazon.com Inc | -0.7% | -35.41% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，First National Bank of Mount Dora, Trust Investment Services 在 Q2 2025 季度的美股持仓总市值约为 US$5.0亿，共申报了 130 个公开持股仓位。
在 Q2 2025 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 (4.7%)、SPY (4.3%)、MSFT (3.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 4.7% 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
SCHF
市值: US$982.5万
本季最大获利了结 / 清仓标的
UNH
前期市值: US$155.0万
在 Q2 2025 季度中，First National Bank of Mount Dora, Trust Investment Services 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 18 个仓位、减仓 26 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SCHF。 本季清仓仓位包含 UNH。
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。