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: 0001908186
申报总市值
US$3.7亿
US$3.7亿
402 檔
36.1%
根据最新整理的 13F 季度数据集，Missouri Trust & Investment Co 于 Q4 2025 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 402 档美股持仓，呈现出该时期的主要投资地图。
Missouri Trust & Investment Co 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 65 档持股的同时，亦同步清仓 15 档并减仓 55 档标的。
在资产配置集中度方面，Missouri Trust & Investment Co 的前 5 大核心持股（包含 ORLY, AAPL, MSFT 等）合计占整体申报市值的 36.1%，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 402 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 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 11.23% | -1.16% | +0.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.69% | +1.31% | -2.90% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 9.75% | +1.28% | -0.11% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 4.13% | +0.33% | +0.56% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 3.24% | +0.19% | -0.67% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.24% | +0.05% | +11.71% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.94% | -0.07% | +15.11% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | +0.22% | +3.72% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.75% | -0.10% | +9.15% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.10% | +6.23% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.59% | +0.34% | +6.28% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.54% | +0.17% | +0.72% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.45% | +0.08% | +1.38% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.23% | +1.01% | +11.32% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 0.99% | -0.11% | +6.64% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.11% | +9.83% | |
| 17 | GUNR | Flexshares Global Upstream N | ETF-其他 | 0.95% | +0.01% | -0.35% | |
| 18 | NFRA | Flexshares Stoxx Global Broa | ETF-其他 | 0.93% | -0.06% | +13.82% | |
| 19 | ARKK | Ark Innovation ETF | ETF-其他 | 0.93% | +0.01% | +9.18% | |
| 20 | BA | Boeing Co/the | 股票-工业 | 0.87% | +0.02% | +4.05% | |
| 21 | HON | Honeywell International Inc | 股票-工业 | 0.86% | -0.99% | EXIT | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.85% | +0.04% | — | |
| 23 | GQRE | Flexshares Global Quality Re | ETF-其他 | 0.84% | +0.01% | +7.97% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.80% | +0.03% | — | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.78% | +0.04% | -0.21% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.05% | +8.35% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.72% | -0.06% | -0.34% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.13% | -0.40% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.66% | -0.02% | +14.90% | |
| 30 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.66% | +0.20% | +4.74% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | +0.06% | +1.10% | |
| 32 | BX | Blackstone Inc | 股票-金融 | 0.64% | +0.06% | +12.19% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.19% | +8.17% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.61% | +0.04% | -0.82% | |
| 35 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.60% | — | +16.03% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.60% | -0.02% | +9.41% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | +0.01% | -0.31% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.53% | +0.25% | -8.41% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.53% | -0.05% | +7.73% | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.51% | -0.02% | +9.37% | |
| 41 | AMT | American Tower CORP | 股票-房地产 | 0.50% | +0.02% | -2.64% | |
| 42 | FDX | Fedex CORP | 股票-工业 | 0.49% | +0.10% | +0.26% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.49% | +0.04% | — | |
| 44 | USB | US Bancorp | 股票-金融 | 0.48% | +0.01% | — | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.48% | -0.13% | +22.93% | |
| 46 | ZBH | Zimmer Biomet Holdings Inc | 股票-医疗保健 | 0.48% | +0.10% | +16.55% | |
| 47 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.48% | +0.02% | -0.06% | |
| 48 | PFE | Pfizer Inc | 股票-医疗保健 | 0.47% | -0.06% | +15.27% | |
| 49 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.45% | — | +13.21% | |
| 50 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.4% | +15.11% | 加仓 |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.4% | +11.71% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.72% | 加仓 |
| 4 | AAPL | Apple Inc | +0.3% | -2.90% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +6.28% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.1% | — | 不变 |
| 7 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +0.56% | 加仓 |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +9.15% | 加仓 |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +8.17% | 加仓 |
| 10 | CAT | Caterpillar Inc | +0.1% | -0.82% | 减仓 |
| 11 | NVDA | Nvidia CORP | +0.1% | +6.23% | 加仓 |
| 12 | BIIB | Biogen Inc | +0.1% | +0.77% | 加仓 |
| 13 | FDX | Fedex CORP | +0.1% | +0.26% | 加仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +3.72% | 加仓 |
| 15 | RKT | Rocket Cos Inc-class A | +0.1% | +16.03% | 加仓 |
| 16 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +24.84% | 加仓 |
| 17 | CRM | Salesforce Inc | +0.1% | -0.21% | 减仓 |
| 18 | NFRA | Flexshares Stoxx Global Broa | +0.1% | +13.82% | 加仓 |
| 19 | CVX | Chevron CORP | +0.1% | +9.83% | 加仓 |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | — | 不变 |
| 21 | PEP | Pepsico Inc | +0.1% | +13.21% | 加仓 |
| 22 | CVS | Cvs Health CORP | +0.1% | +4.74% | 加仓 |
| 23 | NKE | Nike Inc -cl B | +0.1% | +22.93% | 加仓 |
| 24 | PFE | Pfizer Inc | +0.1% | +15.27% | 加仓 |
| 25 | CB | Chubb Limited | +0.1% | +2.90% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +7.99% | 加仓 |
| 27 | CMI | Cummins Inc | +0.1% | +11.11% | 加仓 |
| 28 | SCHX | Schwab US Large-cap ETF | 0% | +1.38% | 加仓 |
| 29 | WMT | Walmart Inc | 0% | -0.40% | 减仓 |
| 30 | HAL | Halliburton Co | 0% | +3.13% | 加仓 |
| 31 | USB | US Bancorp | 0% | — | 不变 |
| 32 | PG | Procter & Gamble Co/the | 0% | +14.90% | 加仓 |
| 33 | ADBE | Adobe Inc | 0% | +18.70% | 加仓 |
| 34 | NEE | Nextera Energy Inc | 0% | -0.34% | 减仓 |
| 35 | GOOG | Alphabet Inc-cl C | 0% | -6.92% | 减仓 |
| 36 | GUNR | Flexshares Global Upstream N | 0% | -0.35% | 减仓 |
| 37 | BA | Boeing Co/the | 0% | +4.05% | 加仓 |
| 38 | DIS | Walt Disney Co/the | 0% | +7.73% | 加仓 |
| 39 | GQRE | Flexshares Global Quality Re | 0% | +7.97% | 加仓 |
| 40 | FCX | Freeport-mcmoran Inc | 0% | — | 不变 |
| 41 | NFLX | Netflix Inc | 0% | +1417.65% | 加仓 |
| 42 | SCHA | Schwab US Small-cap ETF | 0% | -0.67% | 减仓 |
| 43 | ZBH | Zimmer Biomet Holdings Inc | 0% | +16.55% | 加仓 |
| 44 | XOM | Exxon Mobil CORP | 0% | +30.75% | 加仓 |
| 45 | TJX | Tjx Companies Inc | 0% | — | 不变 |
| 46 | MRK | Merck & Co. Inc. | 0% | -3.48% | 减仓 |
| 47 | AVGO | Broadcom Inc | 0% | +1.32% | 加仓 |
| 48 | IBIT | Ishares Bitcoin Trust ETF | 0% | +212.50% | 加仓 |
| 49 | AXP | American Express Co | 0% | — | 不变 |
| 50 | MS | Morgan Stanley | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Missouri Trust & Investment Co 在 Q4 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 402 个公开持股仓位。
在 Q4 2025 季度，Missouri Trust & Investment Co 按市值排列的前三大核心持股分别为：ORLY (11.2%)、AAPL (10.7%)、MSFT (9.8%)。其中最大持股仓位 ORLY 占据整体投资组合约 11.2% 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
XLG
市值: US$24.0万
本季最大获利了结 / 清仓标的
FTCS
前期市值: US$15.9万
在 Q4 2025 季度中，Missouri Trust & Investment Co 共进行了 143 项持仓异动，包含新建仓 8 个仓位、加仓 65 个仓位、减仓 55 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 XLG。 本季清仓仓位包含 FTCS。
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。