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。
AlphaSMO 权威研究指南阅读专题
CIK: 0002077080
申报总市值
US$89.9亿
US$89.9亿
606 檔
17.7%
在 Q2 2026 申报期间，Midwest Trust Co（CIK: 0002077080）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$89.9亿，共持有 606 个公开申报仓位。
Midwest Trust Co 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 84 档持股的同时，亦同步清仓 3 档并减仓 105 档标的。
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, MSFT 等）合计占整体申报市值的 17.7%，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
市值: US$2399.1万
本季最大获利了结 / 清仓标的
HON
前期市值: US$4832.7万
仅显示前 200 大持股（共 606 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 | 4.70% | +0.69% | -1.10% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.91% | +0.47% | -1.65% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.42% | +1.18% | +3.71% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.30% | -0.23% | +252.27% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.68% | -0.17% | -7.12% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.49% | +0.01% | -1.09% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.29% | -0.35% | -0.10% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.02% | +14.24% | |
| 9 | CAT | Caterpillar Inc | 股票-工业 | 1.72% | -0.49% | -8.71% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.62% | -0.01% | +7.01% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.54% | +0.03% | -0.20% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.43% | +0.02% | +8.98% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.40% | +0.02% | +0.87% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | -0.28% | -2.89% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | +0.13% | +14.86% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.24% | -0.10% | -3.47% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -1.09% | EXIT | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.09% | +0.58% | +22.42% | |
| 19 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.08% | +0.05% | -1.22% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.05% | +0.01% | -1.06% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.05% | -0.01% | -1.43% | |
| 22 | WMT | Walmart Inc | 股票-非周期性消费 | 1.03% | -0.06% | -1.53% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | +0.03% | +1.60% | |
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 1.00% | -0.01% | -0.24% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 0.97% | -0.04% | -1.11% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 0.95% | -0.01% | +13.34% | |
| 27 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.93% | +0.01% | +4.77% | |
| 28 | TSLA | Tesla Inc | 股票-周期性消费 | 0.88% | -0.03% | -1.10% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.88% | -0.02% | +1.97% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 0.88% | -0.05% | -0.70% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.88% | +0.01% | +7.24% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.85% | +0.02% | -0.91% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | +0.06% | -0.32% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | -0.27% | -2.62% | |
| 35 | WMB | Williams Cos Inc | 股票-能源 | 0.77% | -0.07% | -1.12% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.06% | -0.63% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 0.75% | -0.12% | +1.43% | |
| 38 | PNC | Pnc Financial Services Group | 股票-金融 | 0.75% | -0.08% | +0.74% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | -0.04% | +4.37% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.69% | -0.01% | +37.23% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.69% | +0.02% | +309.02% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.68% | +0.07% | -1.94% | |
| 43 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.66% | +0.03% | +1.81% | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.03% | +0.46% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.56% | +0.03% | -0.52% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.14% | -2.64% | |
| 47 | LRCX | Lam Research CORP | 股票-科技 | 0.53% | -0.11% | +16.05% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.52% | +0.17% | +1.32% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.50% | -0.05% | -2.09% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.50% | +0.09% | -0.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.4% | -2.62% | 减仓 |
| 2 | CAT | Caterpillar Inc | +0.3% | -8.71% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.3% | -2.89% | 减仓 |
| 4 | LRCX | Lam Research CORP | +0.3% | +16.05% | 加仓 |
| 5 | ✓ | +0.3% | NEW | 新建仓 | |
| 6 | ✓ | +0.3% | NEW | 新建仓 | |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +14.24% | 加仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | -0.10% | 减仓 |
| 9 | INTC | Intel CORP | +0.2% | +18.19% | 加仓 |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.2% | +13.34% | 加仓 |
| 11 | LLY | Eli Lilly & Co | +0.2% | +4.77% | 加仓 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -0.20% | 减仓 |
| 13 | GLW | Corning Inc | +0.2% | -8.52% | 减仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | -1.54% | 减仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -7.12% | 减仓 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.98% | 加仓 |
| 17 | SCHO | Schwab Short-term US Treas | +0.1% | +37.23% | 加仓 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +38.64% | 加仓 |
| 19 | AAPL | Apple Inc | +0.1% | -1.10% | 减仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | +47.81% | 加仓 |
| 21 | ASML | ASML Holding N.V. | +0.1% | -3.36% | 减仓 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.86% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +22.42% | 加仓 |
| 24 | QCOM | Qualcomm Inc | +0.1% | -3.78% | 减仓 |
| 25 | NVDA | Nvidia CORP | +0.1% | -1.65% | 减仓 |
| 26 | ABBV | Abbvie Inc | +0.1% | +0.87% | 加仓 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +130.36% | 加仓 |
| 28 | AMZN | Amazon.com Inc | +0.1% | -1.09% | 减仓 |
| 29 | ETN | Eaton Corporation plc | +0.1% | -0.24% | 减仓 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -0.75% | 减仓 |
| 31 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | 新建仓 |
| 32 | PNC | Pnc Financial Services Group | +0.1% | +0.74% | 加仓 |
| 33 | MS | Morgan Stanley | +0.1% | +0.24% | 加仓 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +116.49% | 加仓 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +20.63% | 加仓 |
| 36 | DDOG | Datadog Inc - Class A | +0.1% | -1.27% | 减仓 |
| 37 | IWF | Ishares Russell 1000 Growth | +0.1% | +309.02% | 加仓 |
| 38 | FTI | TechnipFMC plc | +0.1% | NEW | 新建仓 |
| 39 | V | Visa Inc-class A Shares | 0% | +1.60% | 加仓 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | +7.24% | 加仓 |
| 41 | BIV | Vanguard Intermediate-term B | 0% | +23.35% | 加仓 |
| 42 | VUG | Vanguard Growth ETF | 0% | +575.72% | 加仓 |
| 43 | APH | Amphenol Corp-cl A | 0% | -0.26% | 减仓 |
| 44 | CMI | Cummins Inc | 0% | +33.58% | 加仓 |
| 45 | COF | Capital One Financial CORP | 0% | +87.59% | 加仓 |
| 46 | PGR | Progressive CORP | 0% | +65.56% | 加仓 |
| 47 | TDS | Telephone And Data Systems | 0% | NEW | 新建仓 |
| 48 | NUE | Nucor CORP | 0% | +1162.79% | 加仓 |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | -1.06% | 减仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.43% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Midwest Trust Co 在 Q2 2026 季度的美股持仓总市值约为 US$89.9亿，共申报了 606 个公开持股仓位。
在 Q2 2026 季度，Midwest Trust Co 按市值排列的前三大核心持股分别为：AAPL (4.7%)、NVDA (3.9%)、MSFT (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.7% 的权重。
在 Q2 2026 季度中，Midwest Trust Co 共进行了 198 项持仓异动，包含新建仓 6 个仓位、加仓 84 个仓位、减仓 105 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。
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。
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。