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: 0001356407
申报总市值
US$3.7亿
US$3.7亿
483 檔
23.4%
根据最新整理的 13F 季度数据集，Indiana Trust & Investment Management Co 于 Q4 2024 结束时的管理资产规模为 US$3.7亿。该机构在本季度申报了 483 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Indiana Trust & Investment Management Co 展现出较为审慎的避险与获利了结姿态。本季共减仓 22 个仓位并完全清仓 2 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，Indiana Trust & Investment Management Co 的前 5 大核心持股（包含 NVDA, SPY, AAPL 等）合计占整体申报市值的 23.4%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
BLK
市值: US$198.9万
本季最大获利了结 / 清仓标的
BLKCHF
前期市值: US$204.1万
仅显示前 200 大持股（共 483 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 | NVDA | Nvidia CORP | 股票-科技 | 8.68% | +0.17% | -4.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 8.62% | +0.14% | -4.54% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.26% | -0.07% | -3.82% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.35% | +0.75% | +7.71% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.20% | +0.08% | +1.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.99% | +0.52% | -8.06% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.81% | +0.04% | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.43% | +0.06% | -3.26% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | +0.01% | +7.17% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.39% | -0.45% | -1.01% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.89% | -0.48% | +11.26% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.26% | +16.67% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 1.62% | -0.08% | -1.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.24% | -11.39% | |
| 15 | BALL | Ball CORP | 股票-周期性消费 | 1.43% | -0.09% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | +0.03% | — | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.14% | -0.13% | +1.05% | |
| 18 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.94% | -0.24% | -2.23% | |
| 19 | SRCE | 1st Source CORP | 股票-其他 | 0.91% | +0.07% | -1.18% | |
| 20 | CAT | Caterpillar Inc | 股票-工业 | 0.90% | +0.77% | +11.03% | |
| 21 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.89% | — | — | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 0.82% | -0.01% | — | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.01% | -11.01% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -0.09% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.04% | — | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.68% | -0.01% | -0.45% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 0.68% | -0.07% | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.67% | -0.08% | -11.58% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.65% | +0.08% | — | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.65% | -0.08% | -0.65% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.65% | +0.01% | -8.14% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.62% | +0.14% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.61% | +0.01% | -1.45% | |
| 34 | VGM | Invesco Trust For Investmen | 股票-其他 | 0.60% | -0.02% | +1.85% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 0.57% | -0.11% | +22.37% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.45% | -2.19% | |
| 37 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.56% | -0.02% | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | +0.02% | -1.76% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.07% | +0.45% | |
| 40 | ONB | Old National Bancorp | 股票-金融 | 0.53% | +0.02% | — | |
| 41 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.52% | -0.04% | — | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.51% | +0.01% | — | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.49% | -0.01% | +981.99% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.04% | -0.79% | |
| 45 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.49% | +0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.48% | +0.05% | -5.74% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | -0.04% | -1.35% | |
| 48 | SYK | Stryker CORP | 股票-医疗保健 | 0.47% | -0.10% | -2.30% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.10% | +28.23% | |
| 50 | HON | Honeywell International Inc | 股票-工业 | 0.44% | -0.39% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建仓 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +1.09% | 加仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +7.17% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | -4.81% | 减仓 |
| 5 | PANW | Palo Alto Networks Inc | +0.4% | +981.99% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +11.26% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.2% | +37.48% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.2% | +16.67% | 加仓 |
| 9 | FISV | Fiserv Inc | +0.2% | -1.41% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | +171.37% | 加仓 |
| 11 | AAPL | Apple Inc | +0.2% | -3.82% | 减仓 |
| 12 | WMT | Walmart Inc | +0.2% | +22.37% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.06% | 减仓 |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | +375.00% | 加仓 |
| 15 | VDE | Vanguard Energy ETF | +0.1% | NEW | 新建仓 |
| 16 | MA | Mastercard Inc - A | +0.1% | +28.23% | 加仓 |
| 17 | SLV | Ishares Silver Trust | +0.1% | +1940.30% | 加仓 |
| 18 | CMG | Chipotle Mexican Grill Inc | +0.1% | +176.73% | 加仓 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.26% | 减仓 |
| 20 | ONB | Old National Bancorp | +0.1% | — | 不变 |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | — | 不变 |
| 22 | COST | Costco Wholesale CORP | +0.1% | -1.01% | 减仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +2055.56% | 加仓 |
| 24 | ILF | Ishares Latin America 40 ETF | -0.1% | — | 不变 |
| 25 | MQY | Blackrock Muniyield Quality | -0.1% | +1.44% | 加仓 |
| 26 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -0.1% | — | 不变 |
| 27 | WTTR | Select Water Solutions Inc | -0.1% | -48.41% | 减仓 |
| 28 | AFB | Allianceberstein Ntl Muni | -0.1% | — | 不变 |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | -1.35% | 减仓 |
| 30 | NAD | Nuveen Quality Municipal Inc | -0.1% | — | 不变 |
| 31 | CEG | Constellation Energy | -0.1% | -90.84% | 减仓 |
| 32 | EWZS | Ishares Msci Brazil Small-ca | -0.1% | — | 不变 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -2.19% | 减仓 |
| 34 | EWZ | Ishares Msci Brazil ETF | -0.1% | — | 不变 |
| 35 | PEP | Pepsico Inc | -0.1% | -3.79% | 减仓 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -0.65% | 减仓 |
| 37 | ✓ | -0.1% | EXIT | 清仓 | |
| 38 | ABBV | Abbvie Inc | -0.1% | -0.45% | 减仓 |
| 39 | HBNC | Horizon Bancorp Inc/in | -0.1% | -27.40% | 减仓 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -11.58% | 减仓 |
| 41 | FCX | Freeport-mcmoran Inc | -0.1% | -32.27% | 减仓 |
| 42 | LOW | Lowe's Cos Inc | -0.1% | -2.23% | 减仓 |
| 43 | GD | General Dynamics CORP | -0.1% | -15.80% | 减仓 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -74.32% | 减仓 |
| 45 | LLY | Eli Lilly & Co | -0.2% | +7.71% | 加仓 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -4.54% | 减仓 |
| 47 | MSFT | Microsoft CORP | -0.2% | -11.39% | 减仓 |
| 48 | BALL | Ball CORP | -0.3% | — | 不变 |
| 49 | AMAT | Applied Materials Inc | -0.4% | -70.04% | 减仓 |
| 50 | BLKCHF | Blackrock Inc | -0.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Indiana Trust & Investment Management Co 在 Q4 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 483 个公开持股仓位。
在 Q4 2024 季度，Indiana Trust & Investment Management Co 按市值排列的前三大核心持股分别为：NVDA (8.7%)、SPY (8.6%)、AAPL (5.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.7% 的权重。
在 Q4 2024 季度中，Indiana Trust & Investment Management Co 共进行了 41 项持仓异动，包含新建仓 2 个仓位、加仓 15 个仓位、减仓 22 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 BLKCHF。
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。
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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。
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。