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: 0001439743
申报总市值
US$8.1亿
US$8.1亿
213 檔
19.1%
Mechanics Bank Trust Department 在 Q2 2025 季度的美股仓位总计估值为 US$8.1亿，分散于 213 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Mechanics Bank Trust Department 展现出较为审慎的避险与获利了结姿态。本季共减仓 40 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，Mechanics Bank Trust Department 的前 5 大核心持股（包含 AAPL, SPY, MSFT 等）合计占整体申报市值的 19.1%，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 213 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 | AAPL | Apple Inc | 股票-科技 | 5.95% | +0.14% | -9.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.40% | +0.41% | -17.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.36% | -0.30% | -6.45% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.95% | +0.34% | -8.66% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.42% | -0.39% | -10.47% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.42% | +0.16% | +16.62% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.41% | -0.36% | -9.06% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 2.17% | -0.36% | -10.51% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.15% | +0.22% | -2.97% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | +0.04% | -10.54% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.86% | -0.37% | +2.92% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.86% | -0.15% | -19.16% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.15% | -14.58% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.02% | -0.81% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | -0.01% | -5.41% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | +0.20% | -27.33% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.03% | +2.40% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.31% | +0.38% | -15.35% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.60% | -11.32% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.24% | +0.30% | +34.17% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.20% | -0.29% | -16.66% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.16% | -0.04% | -33.63% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.14% | -0.27% | -19.25% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.11% | -0.04% | -0.84% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.32% | -16.91% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.04% | -0.10% | -15.29% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.03% | -0.03% | -19.79% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.99% | -0.21% | -23.16% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.96% | +0.15% | -6.38% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.96% | +0.04% | -9.49% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.96% | -0.12% | -20.21% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.90% | -0.05% | -5.07% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.86% | -0.06% | -12.74% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.77% | +0.10% | -19.44% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.76% | -0.03% | -8.77% | |
| 36 | RSG | Republic Services Inc | 股票-工业 | 0.75% | -0.09% | -12.15% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.73% | +0.20% | -11.14% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.71% | +0.12% | -2.23% | |
| 39 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.66% | +0.04% | +17.87% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.64% | -0.05% | -20.93% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.62% | -0.09% | -0.67% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | -0.02% | -19.78% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.57% | -0.08% | -47.89% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.56% | +0.07% | +55.08% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | -0.11% | -12.66% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.20% | -18.48% | |
| 47 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | -0.05% | -0.74% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.53% | +0.01% | -12.82% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | +0.25% | +2.33% | |
| 50 | BLK | Blackrock Inc | 股票-金融 | 0.52% | -0.01% | -2.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -6.45% | 减仓 |
| 2 | IWP | Ishares Russell Mid-cap Grow | +0.8% | +16.62% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.5% | -19.16% | 减仓 |
| 4 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | +34.17% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | -14.58% | 减仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.97% | 减仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.81% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.3% | -2.23% | 减仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.66% | 减仓 |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +55.08% | 加仓 |
| 11 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +85.80% | 加仓 |
| 12 | XLK | Ss Technology Select Sector | +0.2% | -6.38% | 减仓 |
| 13 | FDLO | Fidelity Low Volat Fact ETF | +0.2% | +17.87% | 加仓 |
| 14 | VGK | Vanguard Ftse Europe ETF | +0.1% | +60.56% | 加仓 |
| 15 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +51.79% | 加仓 |
| 16 | COST | Costco Wholesale CORP | — | -9.06% | 减仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.40% | 加仓 |
| 18 | RSG | Republic Services Inc | -0.1% | -12.15% | 减仓 |
| 19 | AVB | Avalonbay Communities Inc | -0.1% | -11.82% | 减仓 |
| 20 | ADP | Automatic Data Processing | -0.1% | -12.74% | 减仓 |
| 21 | HON | Honeywell International Inc | -0.1% | -24.94% | 减仓 |
| 22 | ENB | Enbridge Inc | -0.1% | -23.93% | 减仓 |
| 23 | UPS | United Parcel Service-cl B | -0.1% | -40.70% | 减仓 |
| 24 | GWW | Ww Grainger Inc | -0.1% | EXIT | 清仓 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -15.93% | 减仓 |
| 26 | AMGN | Amgen Inc | -0.1% | -25.09% | 减仓 |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | 清仓 |
| 28 | WMT | Walmart Inc | -0.1% | -23.16% | 减仓 |
| 29 | ROST | Ross Stores Inc | -0.1% | -22.78% | 减仓 |
| 30 | MO | Altria Group Inc | -0.1% | -27.83% | 减仓 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -10.51% | 减仓 |
| 32 | MDY | State Street Spdr S&p Midcap | -0.1% | -19.79% | 减仓 |
| 33 | PEP | Pepsico Inc | -0.1% | -13.22% | 减仓 |
| 34 | KO | Coca-cola Co/the | -0.1% | -19.78% | 减仓 |
| 35 | PFE | Pfizer Inc | -0.1% | -35.70% | 减仓 |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -20.93% | 减仓 |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -10.47% | 减仓 |
| 38 | VUG | Vanguard Growth ETF | -0.2% | -27.33% | 减仓 |
| 39 | ABT | Abbott Laboratories | -0.2% | -19.25% | 减仓 |
| 40 | BMY | Bristol-myers Squibb Co | -0.2% | -23.75% | 减仓 |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -15.29% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -11.32% | 减仓 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -17.79% | 减仓 |
| 44 | MCD | Mcdonald's CORP | -0.3% | -16.66% | 减仓 |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -5.97% | 减仓 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -20.21% | 减仓 |
| 47 | CVX | Chevron CORP | -0.4% | -16.91% | 减仓 |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | -0.4% | -33.63% | 减仓 |
| 49 | USHY | Ishares Broad Usd High Yield | -0.5% | -47.89% | 减仓 |
| 50 | AAPL | Apple Inc | -0.8% | -9.31% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Mechanics Bank Trust Department 在 Q2 2025 季度的美股持仓总市值约为 US$8.1亿，共申报了 213 个公开持股仓位。
在 Q2 2025 季度，Mechanics Bank Trust Department 按市值排列的前三大核心持股分别为：AAPL (6.0%)、SPY (5.4%)、MSFT (5.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.0% 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。
本季最大获利了结 / 清仓标的
VWO
前期市值: US$73.1万
在 Q2 2025 季度中，Mechanics Bank Trust Department 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 8 个仓位、减仓 40 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 VWO。
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。