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
22.1%
根据最新整理的 13F 季度数据集，Independence Bank of Kentucky 于 Q1 2026 结束时的管理资产规模为 US$8.9亿。该机构在本季度申报了 623 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Independence Bank of Kentucky 展现出较为审慎的避险与获利了结姿态。本季共减仓 115 个仓位并完全清仓 5 档持股，调降曝光的仓位数量高于加仓动作。
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 22.1%，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 | 10.75% | -0.07% | +1.87% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.29% | +4.37% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.73% | -0.01% | -2.85% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.47% | -0.05% | +2.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.08% | +0.34% | -2.50% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | +0.23% | +4.29% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | +0.07% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.45% | +0.13% | +4.47% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 1.95% | +0.15% | +50.66% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.67% | +0.27% | +3.33% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.58% | -0.09% | +5.10% | |
| 12 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.51% | +0.22% | -15.72% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.43% | +0.06% | +12.11% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.31% | -0.16% | -3.40% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.23% | -0.10% | -6.14% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | — | -2.16% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.10% | -0.03% | +1.85% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.31% | -6.85% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.98% | -0.11% | -5.39% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.26% | -8.04% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | +0.08% | -1.52% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 0.83% | -0.16% | -3.26% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.82% | +0.14% | +9.43% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | +0.09% | +5.26% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 0.77% | +0.12% | -9.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | -0.05% | -0.12% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.75% | -0.05% | -3.20% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.75% | -0.06% | -2.04% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.17% | -4.64% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 0.73% | -0.02% | +84.94% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.71% | +0.02% | +0.01% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | -0.17% | +20.88% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.08% | +2.13% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.07% | +5.05% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.73% | +7.91% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.60% | +0.01% | +0.29% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.60% | +0.28% | +53.04% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | +0.04% | -2.83% | |
| 39 | WM | Waste Management Inc | 股票-工业 | 0.56% | -0.10% | -1.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | -1.07% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.55% | -0.14% | -8.83% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | -0.04% | +0.15% | |
| 43 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.53% | -0.09% | -10.49% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.50% | +0.03% | +10.34% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.02% | -0.56% | |
| 46 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.46% | -0.06% | +4.60% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | -0.01% | +7.13% | |
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.46% | -0.06% | -0.18% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.45% | -0.03% | — | |
| 50 | PM | Philip Morris International | 股票-非周期性消费 | 0.45% | -0.02% | +1.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +0.7% | +50.66% | 加仓 |
| 2 | VRT | Vertiv Holdings Co-a | +0.4% | -15.72% | 减仓 |
| 3 | NFLX | Netflix Inc | +0.4% | +84.94% | 加仓 |
| 4 | CVX | Chevron CORP | +0.2% | -6.85% | 减仓 |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.2% | +53.04% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -8.04% | 减仓 |
| 7 | FLUT | Flutter Entertainment plc | +0.1% | +440.54% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -6.14% | 减仓 |
| 9 | NOW | Servicenow Inc | +0.1% | +262.51% | 加仓 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.10% | 加仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.11% | 加仓 |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -1.29% | 减仓 |
| 13 | GNRC | Generac Holdings Inc | +0.1% | -9.49% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -9.57% | 减仓 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +357.78% | 加仓 |
| 16 | EEM | Ishares Msci Emerging Market | +0.1% | +10.34% | 加仓 |
| 17 | WMT | Walmart Inc | +0.1% | -3.26% | 减仓 |
| 18 | MELI | Mercadolibre Inc | +0.1% | +72.87% | 加仓 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.08% | 加仓 |
| 20 | COST | Costco Wholesale CORP | +0.1% | -1.33% | 减仓 |
| 21 | WMB | Williams Cos Inc | +0.1% | +1.34% | 加仓 |
| 22 | KO | Coca-cola Co/the | +0.1% | +0.15% | 加仓 |
| 23 | ETN | Eaton Corporation plc | +0.1% | +3.78% | 加仓 |
| 24 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +145.58% | 加仓 |
| 25 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +1.85% | 加仓 |
| 26 | SNOW | Snowflake Inc | 0% | +76.86% | 加仓 |
| 27 | RDDT | Reddit Inc-cl A | 0% | +120.00% | 加仓 |
| 28 | CAT | Caterpillar Inc | 0% | -0.46% | 减仓 |
| 29 | MDB | Mongodb Inc | 0% | +110.61% | 加仓 |
| 30 | PWR | Quanta Services Inc | 0% | -11.62% | 减仓 |
| 31 | COP | Conocophillips | 0% | -3.91% | 减仓 |
| 32 | GEV | GE Vernova Inc | 0% | -5.58% | 减仓 |
| 33 | XLV | Ss Health Care Select Sector | 0% | +74.37% | 加仓 |
| 34 | SHEL | Shell Plc-adr | 0% | -1.21% | 减仓 |
| 35 | ABBV | Abbvie Inc | 0% | +9.43% | 加仓 |
| 36 | MO | Altria Group Inc | 0% | -0.50% | 减仓 |
| 37 | EQIX | Equinix Inc | 0% | -3.05% | 减仓 |
| 38 | APD | Air Products & Chemicals Inc | 0% | -4.22% | 减仓 |
| 39 | NEE | Nextera Energy Inc | 0% | -8.83% | 减仓 |
| 40 | VZ | Verizon Communications Inc | 0% | -5.82% | 减仓 |
| 41 | FANG | Diamondback Energy Inc | 0% | -1.97% | 减仓 |
| 42 | CEG | Constellation Energy | 0% | +100.00% | 加仓 |
| 43 | BSCX | Invesco Bulletshares 2033 Cb | 0% | +24.77% | 加仓 |
| 44 | SPOT | Spotify Technology S.A. | 0% | +9400.00% | 加仓 |
| 45 | DE | Deere & Co | 0% | +0.43% | 加仓 |
| 46 | COKE | Coca-cola Consolidated Inc | 0% | — | 不变 |
| 47 | EQT | Eqt CORP | 0% | +5.19% | 加仓 |
| 48 | VLO | Valero Energy CORP | 0% | -3.89% | 减仓 |
| 49 | MPC | Marathon Petroleum CORP | 0% | -3.98% | 减仓 |
| 50 | PAYX | Paychex Inc | 0% | +37.66% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Independence Bank of Kentucky 在 Q1 2026 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 Q1 2026 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 (3.8%)、AAPL (3.7%)。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
SGOL
市值: US$57.8万
本季最大获利了结 / 清仓标的
PNW
前期市值: US$173.8万
在 Q1 2026 季度中，Independence Bank of Kentucky 共进行了 193 项持仓异动，包含新建仓 6 个仓位、加仓 67 个仓位、减仓 115 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 SGOL。 本季清仓仓位包含 PNW。
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。