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: 0001173227
申报总市值
US$2.8亿
US$2.8亿
422 檔
61.5%
在 Q2 2026 申报期间，Southern Michigan Bank & Trust（CIK: 0001173227）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$2.8亿，共持有 422 个公开申报仓位。
Southern Michigan Bank & Trust 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 46 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，Southern Michigan Bank & Trust 的前 5 大核心持股（包含 SCHG, SCHV, BIV 等）合计占整体申报市值的 61.5%，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
BTI
市值: US$31.5万
本季最大获利了结 / 清仓标的
HON
前期市值: US$42.6万
仅显示前 200 大持股（共 422 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 18.69% | +1.72% | +0.69% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-其他 | 12.62% | -0.08% | +1.81% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 11.83% | -0.44% | +0.02% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-其他 | 10.63% | -0.15% | +0.17% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 7.39% | -0.09% | +302.31% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 3.61% | +0.01% | +0.35% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.51% | +0.35% | +3.36% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.32% | -0.29% | |
| 9 | ✓ | Armstrong Global Holding Inc. Series A | 股票-其他 | 1.70% | +0.01% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.63% | -0.09% | -4.44% | |
| 11 | CAT | Caterpillar Inc | 股票-工业 | 1.25% | -0.46% | +42.33% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.09% | +0.03% | -0.96% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.92% | -0.06% | -2.09% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.88% | -0.02% | +323.21% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.84% | +0.03% | -0.96% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 0.71% | +0.24% | +1.87% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.69% | -0.05% | -0.36% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.59% | +0.01% | +10.82% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.01% | -1.21% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | -0.03% | +4.48% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.52% | +0.01% | -0.46% | |
| 22 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.51% | -0.03% | -4.88% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | +0.15% | +6.72% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.40% | -0.06% | -0.80% | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 0.37% | -0.05% | -0.21% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | -0.02% | -1.60% | |
| 27 | NSC | Norfolk Southern CORP | 股票-工业 | 0.36% | -0.01% | -0.15% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.36% | +0.01% | +7.28% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.36% | -0.15% | +166.11% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.34% | -0.04% | -3.66% | |
| 31 | MA | Mastercard Inc - A | 股票-金融 | 0.33% | — | -2.20% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.33% | -0.07% | -2.80% | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.33% | -0.05% | -0.47% | |
| 34 | UNP | Union Pacific CORP | 股票-工业 | 0.31% | -0.07% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.31% | -0.02% | — | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.30% | -0.02% | -0.42% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.29% | -0.08% | +7.10% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.29% | +0.01% | +18.96% | |
| 39 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.27% | — | -31.33% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.27% | -0.06% | +6.90% | |
| 41 | CIEN | Ciena CORP | 股票-科技 | 0.26% | -0.07% | — | |
| 42 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.26% | +0.01% | -4.05% | |
| 43 | MO | Altria Group Inc | 股票-非周期性消费 | 0.24% | -0.04% | +25.18% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.21% | -0.01% | — | |
| 45 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.21% | -0.05% | +81.05% | |
| 46 | ETN | Eaton Corporation plc | 股票-工业 | 0.20% | -0.01% | -28.42% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.19% | -0.01% | -52.17% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.19% | +0.01% | -2.93% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.18% | -0.01% | -38.96% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.18% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +1.5% | +0.69% | 加仓 |
| 2 | SCHV | Schwab US Large-cap Value | +0.9% | +1.81% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.6% | +42.33% | 加仓 |
| 4 | VO | Vanguard Mid-cap ETF | +0.3% | +302.31% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.3% | +7.28% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.2% | +3.36% | 加仓 |
| 7 | DE | Deere & Co | +0.2% | +166.11% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.44% | 减仓 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +7.10% | 加仓 |
| 10 | LRCX | Lam Research CORP | +0.1% | +6.90% | 加仓 |
| 11 | AAPL | Apple Inc | +0.1% | -0.29% | 减仓 |
| 12 | ADM | Archer-daniels-midland Co | +0.1% | +1200.00% | 加仓 |
| 13 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +50000.00% | 加仓 |
| 14 | IWF | Ishares Russell 1000 Growth | +0.1% | +323.21% | 加仓 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -0.80% | 减仓 |
| 16 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +81.05% | 加仓 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -0.36% | 减仓 |
| 19 | IWD | Ishares Russell 1000 Value E | +0.1% | +10.82% | 加仓 |
| 20 | AVGO | Broadcom Inc | +0.1% | +4.48% | 加仓 |
| 21 | ✓ | +0.1% | NEW | 新建仓 | |
| 22 | INTC | Intel CORP | +0.1% | +21.52% | 加仓 |
| 23 | ✓ | +0.1% | NEW | 新建仓 | |
| 24 | AMZN | Amazon.com Inc | +0.1% | -0.96% | 减仓 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +18.96% | 加仓 |
| 26 | MO | Altria Group Inc | +0.1% | +25.18% | 加仓 |
| 27 | GLW | Corning Inc | +0.1% | -2.25% | 减仓 |
| 28 | ABBV | Abbvie Inc | 0% | -0.96% | 减仓 |
| 29 | CIEN | Ciena CORP | 0% | — | 不变 |
| 30 | QCOM | Qualcomm Inc | 0% | -0.38% | 减仓 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +47.38% | 加仓 |
| 32 | KLAC | Kla CORP | 0% | +900.00% | 加仓 |
| 33 | BHP | Bhp Group Ltd-spon Adr | 0% | +540.54% | 加仓 |
| 34 | CRWV | Coreweave Inc-cl A | 0% | +354.95% | 加仓 |
| 35 | ✓ | 0% | NEW | 新建仓 | |
| 36 | V | Visa Inc-class A Shares | 0% | -1.21% | 减仓 |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | — | 不变 |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | — | 不变 |
| 39 | CVS | Cvs Health CORP | 0% | -3.50% | 减仓 |
| 40 | DFAX | Dimensional World Ex US Core | 0% | NEW | 新建仓 |
| 41 | FTNT | Fortinet Inc | 0% | — | 不变 |
| 42 | HUM | Humana Inc | 0% | — | 不变 |
| 43 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 44 | WSM | Williams-sonoma Inc | 0% | — | 不变 |
| 45 | TSLA | Tesla Inc | 0% | +16.28% | 加仓 |
| 46 | CNI | Canadian Natl Railway Co | 0% | -2.81% | 减仓 |
| 47 | CPRX | Catalyst Pharmaceuticals Inc | 0% | — | 不变 |
| 48 | GE | General Electric | 0% | +1.52% | 加仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不变 |
| 50 | IBM | Intl Business Machines CORP | 0% | +6.85% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Southern Michigan Bank & Trust 在 Q2 2026 季度的美股持仓总市值约为 US$2.8亿，共申报了 422 个公开持股仓位。
在 Q2 2026 季度，Southern Michigan Bank & Trust 按市值排列的前三大核心持股分别为：SCHG (18.7%)、SCHV (12.6%)、BIV (11.8%)。其中最大持股仓位 SCHG 占据整体投资组合约 18.7% 的权重。
在 Q2 2026 季度中，Southern Michigan Bank & Trust 共进行了 132 项持仓异动，包含新建仓 16 个仓位、加仓 46 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 BTI。 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。