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: 0001730479
申报总市值
US$8.9亿
US$8.9亿
623 檔
23.2%
Q3 2025 季度申报显示，Independence Bank of Kentucky 披露的美股组合总市值为 US$8.9亿，涵盖 623 个不同之权益投资仓位。
在 Q3 2025，Independence Bank of Kentucky 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 32 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Independence Bank of Kentucky 的前 5 大核心持股（包含 SPY, MSFT, AAPL 等）合计占整体申报市值的 23.2%，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 623 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.82% | -0.07% | -1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | -0.29% | +3.47% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.97% | -0.01% | +1.56% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.69% | -0.05% | -1.36% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | +0.23% | -2.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.79% | +0.34% | -2.63% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.65% | +0.07% | -0.24% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.48% | +0.13% | +2.57% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.68% | -0.16% | -0.10% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.48% | -0.09% | -2.56% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.42% | +0.27% | +40.60% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | — | +1.07% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.21% | +0.06% | +4.07% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.08% | -1.80% | |
| 15 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.14% | +0.22% | -0.39% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.11% | +15.06% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.05% | -0.03% | -1.81% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.02% | -0.10% | -0.48% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 0.97% | -0.05% | +1.54% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.31% | +10.03% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | +0.08% | -2.24% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.82% | -0.06% | -0.24% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.09% | -1.51% | |
| 24 | AVDE | Avantis International Equity | ETF-其他 | 0.79% | +0.15% | +167.75% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.79% | +0.14% | +1.40% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.76% | +0.02% | +1.68% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.75% | -0.05% | -0.16% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.73% | -0.16% | +4.66% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.73% | +0.12% | +1.24% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.72% | -0.17% | +1.49% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.64% | -0.17% | +2.17% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.26% | +21.98% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.63% | +0.01% | -1.11% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.04% | +4.89% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.07% | +0.52% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.57% | -0.02% | +6.20% | |
| 38 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.56% | -0.11% | -2.10% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.54% | -0.14% | +3.41% | |
| 40 | WM | Waste Management Inc | 股票-工业 | 0.51% | -0.10% | +27.26% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.51% | +0.04% | +7.94% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.73% | +0.53% | |
| 43 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.47% | -0.06% | -1.66% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.46% | -0.04% | +33.06% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.44% | -0.02% | -0.23% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.44% | -0.03% | — | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.44% | -0.06% | +4.09% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.44% | +0.03% | +1.30% | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.43% | -0.09% | +1.87% | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | -0.02% | +26.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.51% | 减仓 |
| 2 | MSFT | Microsoft CORP | +0.8% | +3.47% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.63% | 减仓 |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | -0.39% | 加仓 |
| 5 | ORCL | Oracle CORP | +0.4% | -1.80% | 减仓 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +40.60% | 加仓 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | -2.56% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | -1.51% | 加仓 |
| 9 | GLD | Spdr Gold Shares | +0.2% | -1.95% | 加仓 |
| 10 | ELF | Elf Beauty Inc | +0.2% | +7.89% | 加仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +7.94% | 加仓 |
| 12 | FISV | Fiserv Inc | +0.2% | +478.20% | 加仓 |
| 13 | COF | Capital One Financial CORP | +0.2% | +7.79% | 加仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +1.24% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.36% | 减仓 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.11% | 加仓 |
| 17 | MU | Micron Technology Inc | +0.1% | +8.95% | 加仓 |
| 18 | PNW | Pinnacle West Capital Corporation | +0.1% | +158.70% | 加仓 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -0.10% | 加仓 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.52% | 加仓 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +11.43% | 加仓 |
| 22 | PWR | Quanta Services Inc | +0.1% | +1.10% | 加仓 |
| 23 | NFLX | Netflix Inc | +0.1% | +22.75% | 加仓 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.57% | 加仓 |
| 25 | PNC | Pnc Financial Services Group | +0.1% | +33.42% | 加仓 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.07% | 加仓 |
| 27 | TMUS | T-mobile US Inc | 0% | +24.36% | 加仓 |
| 28 | ETN | Eaton Corporation plc | 0% | +0.28% | 加仓 |
| 29 | BAC | Bank Of America CORP | 0% | -0.76% | 加仓 |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +1.26% | 加仓 |
| 31 | OEF | Ishares S&p 100 ETF | 0% | +1.68% | 加仓 |
| 32 | WMT | Walmart Inc | 0% | +4.66% | 加仓 |
| 33 | TJX | Tjx Companies Inc | 0% | +4.09% | 加仓 |
| 34 | AMD | Advanced Micro Devices | 0% | +0.53% | 减仓 |
| 35 | ABBV | Abbvie Inc | 0% | +1.40% | 加仓 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.24% | 减仓 |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | -2.24% | 减仓 |
| 38 | HD | Home Depot Inc | -0.1% | +1.54% | 加仓 |
| 39 | AAPL | Apple Inc | -0.1% | +1.56% | 加仓 |
| 40 | GUNR | Flexshares Global Upstream N | -0.1% | -81.38% | 减仓 |
| 41 | ADBE | Adobe Inc | -0.1% | -15.66% | 减仓 |
| 42 | VGLT | Vanguard Long-term Treasury | -0.2% | -46.33% | 减仓 |
| 43 | MO | Altria Group Inc | -0.2% | -39.12% | 减仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | +3.57% | 减仓 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -1.03% | 减仓 |
| 46 | AVDE | Avantis International Equity | — | NEW | 新建仓 |
| 47 | JMTG | Mortgage-backed Securities | — | NEW | 新建仓 |
| 48 | MDB | Mongodb Inc | — | NEW | 新建仓 |
| 49 | EXE | Expand Energy CORP | — | NEW | 新建仓 |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Independence Bank of Kentucky 在 Q3 2025 季度的美股持仓总市值约为 US$8.9亿，共申报了 623 个公开持股仓位。
在 Q3 2025 季度，Independence Bank of Kentucky 按市值排列的前三大核心持股分别为：SPY (10.8%)、MSFT (5.0%)、AAPL (4.0%)。其中最大持股仓位 SPY 占据整体投资组合约 10.8% 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
AVDE
市值: US$614.3万
本季最大获利了结 / 清仓标的
DFSEUR
前期市值: US$84.1万
在 Q3 2025 季度中，Independence Bank of Kentucky 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 32 个仓位、减仓 13 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AVDE。 本季清仓仓位包含 DFSEUR。
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。