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: 0002077080
申报总市值
US$88.3亿
US$88.3亿
593 檔
16.6%
Midwest Trust Co 在 Q1 2026 季度的美股仓位总计估值为 US$88.3亿，分散于 593 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Midwest Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 108 个既有持股进行加仓（合计增持 114 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Midwest Trust Co 的前 5 大核心持股（包含 AAPL, NVDA, VO 等）合计占整体申报市值的 16.6%，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 593 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 | 4.58% | +0.12% | +0.53% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.82% | +0.09% | -1.83% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.68% | -0.38% | +2.18% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | -0.18% | +5.31% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.55% | +0.13% | -1.51% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.42% | +0.07% | -1.39% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.06% | +0.23% | +0.98% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.68% | -0.06% | +6.91% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | +0.26% | +1.54% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.50% | -0.41% | +3.86% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 1.38% | +0.34% | -4.04% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.38% | +0.16% | +4.62% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.32% | +0.08% | +0.69% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.30% | +0.13% | +2.75% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.27% | -0.24% | -3.19% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.22% | +0.02% | -0.60% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | +0.10% | +4.78% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.12% | -0.04% | -2.52% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 1.10% | -0.12% | -2.29% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.03% | +0.34% | +0.26% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.02% | +0.03% | -10.19% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.02% | +0.03% | +0.29% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.01% | -0.13% | +6.80% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.99% | +0.10% | +3.54% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | +0.04% | +7.81% | |
| 26 | ETN | Eaton Corporation plc | 股票-工业 | 0.93% | +0.07% | +1.66% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.88% | -0.15% | +2.86% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.87% | +0.01% | +0.91% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.87% | +0.01% | -1.43% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | -0.07% | +7.52% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | +0.04% | +7.71% | |
| 32 | WMB | Williams Cos Inc | 股票-能源 | 0.84% | -0.07% | -3.45% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.82% | +0.03% | +4.14% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.80% | -0.04% | -0.02% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.77% | +0.18% | -0.76% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.23% | -1.54% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | -0.01% | +4.28% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.18% | +2.39% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.15% | +4.88% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.70% | -0.20% | +4.46% | |
| 41 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.69% | -0.03% | +5.98% | |
| 42 | PNC | Pnc Financial Services Group | 股票-金融 | 0.69% | +0.06% | +85.35% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.65% | +0.03% | +1.83% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工业 | 0.65% | -0.21% | +1.28% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.64% | +0.05% | +3.76% | |
| 46 | HON | Honeywell International Inc | 股票-工业 | 0.60% | -0.60% | EXIT | |
| 47 | PM | Philip Morris International | 股票-非周期性消费 | 0.57% | -0.01% | +0.57% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.56% | +0.13% | +39.59% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.55% | -0.03% | +0.09% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | -0.05% | -9.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | +3.86% | 加仓 |
| 2 | PNC | Pnc Financial Services Group | +0.3% | +85.35% | 加仓 |
| 3 | COP | Conocophillips | +0.2% | +4.46% | 加仓 |
| 4 | CAT | Caterpillar Inc | +0.2% | -4.04% | 减仓 |
| 5 | AFL | Aflac Inc | +0.2% | +1700.83% | 加仓 |
| 6 | DOW | Dow Inc | +0.2% | +33.49% | 加仓 |
| 7 | CVX | Chevron CORP | +0.2% | -1.54% | 减仓 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +6.80% | 加仓 |
| 9 | SCHO | Schwab Short-term US Treas | +0.2% | +39.59% | 加仓 |
| 10 | WMB | Williams Cos Inc | +0.1% | -3.45% | 减仓 |
| 11 | ETN | Eaton Corporation plc | +0.1% | +1.66% | 加仓 |
| 12 | NOC | Northrop Grumman CORP | +0.1% | +1.28% | 加仓 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -2.52% | 减仓 |
| 14 | GVI | Ishares Intermediate Governm | +0.1% | +6.91% | 加仓 |
| 15 | HON | Honeywell International Inc | +0.1% | +2.62% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | -3.19% | 减仓 |
| 17 | PEP | Pepsico Inc | +0.1% | +4.88% | 加仓 |
| 18 | PWR | Quanta Services Inc | +0.1% | +889.77% | 加仓 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +4.38% | 加仓 |
| 20 | TGT | Target CORP | +0.1% | +24.78% | 加仓 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +7.52% | 加仓 |
| 22 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.71% | 加仓 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.75% | 加仓 |
| 24 | GLW | Corning Inc | +0.1% | -16.11% | 减仓 |
| 25 | ETR | Entergy CORP | +0.1% | +0.28% | 加仓 |
| 26 | CMI | Cummins Inc | +0.1% | +705.61% | 加仓 |
| 27 | AMAT | Applied Materials Inc | +0.1% | -12.89% | 减仓 |
| 28 | ACN | Accenture plc | +0.1% | +104.57% | 加仓 |
| 29 | SLB | Slb LTD | +0.1% | -1.16% | 减仓 |
| 30 | CASY | Casey's General Stores Inc | +0.1% | -2.28% | 减仓 |
| 31 | UNP | Union Pacific CORP | +0.1% | +0.91% | 加仓 |
| 32 | CW | Curtiss-wright CORP | +0.1% | -2.38% | 减仓 |
| 33 | DE | Deere & Co | +0.1% | -0.71% | 减仓 |
| 34 | APD | Air Products & Chemicals Inc | +0.1% | +12.02% | 加仓 |
| 35 | DLR | Digital Realty Trust Inc | +0.1% | +0.40% | 加仓 |
| 36 | ODFL | Old Dominion Freight Line | 0% | +25.99% | 加仓 |
| 37 | ENB | Enbridge Inc | 0% | -1.85% | 减仓 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | +46.56% | 加仓 |
| 39 | LMT | Lockheed Martin CORP | 0% | -9.16% | 减仓 |
| 40 | VO | Vanguard Mid-cap ETF | 0% | +2.18% | 加仓 |
| 41 | COF | Capital One Financial CORP | 0% | +570.49% | 加仓 |
| 42 | MCD | Mcdonald's CORP | 0% | +2.86% | 加仓 |
| 43 | VTV | Vanguard Value ETF | 0% | +21.78% | 加仓 |
| 44 | NEE | Nextera Energy Inc | 0% | -3.01% | 减仓 |
| 45 | KO | Coca-cola Co/the | 0% | +3.63% | 加仓 |
| 46 | CB | Chubb Limited | 0% | -0.02% | 减仓 |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | +7.01% | 加仓 |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | -3.01% | 减仓 |
| 49 | TIIV | Aam Todd Itnl Iv ETF | 0% | +8.92% | 加仓 |
| 50 | JNJ | Johnson & Johnson | 0% | -9.74% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Midwest Trust Co 在 Q1 2026 季度的美股持仓总市值约为 US$88.3亿，共申报了 593 个公开持股仓位。
在 Q1 2026 季度，Midwest Trust Co 按市值排列的前三大核心持股分别为：AAPL (4.6%)、NVDA (3.8%)、VO (3.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.6% 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
MNST
市值: US$747.1万
本季最大获利了结 / 清仓标的
DKNG
前期市值: US$316.7万
在 Q1 2026 季度中，Midwest Trust Co 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 108 个仓位、减仓 83 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 MNST。 本季清仓仓位包含 DKNG。
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。