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: 0001083323
申报总市值
US$3.9亿
US$3.9亿
125 檔
27.5%
截至 Q4 2024 季度末，Trust Co Of Oklahoma 的美股持仓估值约为 US$3.9亿，全数申报仓位共有 125 档。
Trust Co Of Oklahoma 在 Q4 2024 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 16 档持股的同时，亦同步清仓 6 档并减仓 21 档标的。
在资产配置集中度方面，Trust Co Of Oklahoma 的前 5 大核心持股（包含 VGT, SPY, AAPL 等）合计占整体申报市值的 27.5%，反映机构在主要关键仓位上的权重分布。
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 12.31% | +2.52% | +0.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 7.04% | +0.08% | -1.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.54% | +0.01% | -1.36% | |
| 4 | VFH | Vanguard Financials ETF | ETF-其他 | 5.31% | -0.22% | -0.18% | |
| 5 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 4.00% | -0.15% | -1.38% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -0.41% | +2.57% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.91% | -0.06% | -1.56% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.60% | -0.48% | -0.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.41% | +0.36% | +3.61% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.32% | -0.08% | +3.68% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.25% | +0.15% | +1.64% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.88% | +0.09% | +12.23% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 1.83% | -0.17% | -2.41% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.80% | +0.04% | -0.09% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | +0.06% | +2.43% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.49% | -0.11% | -2.01% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.44% | -0.23% | +2.38% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.43% | — | -2.36% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.41% | -0.41% | EXIT | |
| 20 | HON | Honeywell International Inc | 股票-工业 | 1.39% | -1.03% | EXIT | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.37% | -0.29% | +2.91% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.09% | -0.17% | +4.29% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.97% | -0.03% | +0.54% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 0.97% | -0.22% | +0.49% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.04% | +0.11% | |
| 26 | XLB | Ss Materials Select Sector | ETF-其他 | 0.87% | -0.11% | +1.97% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.30% | -1.18% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.85% | -0.06% | +2.61% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | +0.15% | +2.82% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.83% | -0.11% | +8.94% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | -0.28% | -5.17% | |
| 32 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.72% | — | -4.63% | |
| 33 | SGI | Somnigroup International Inc | 股票-周期性消费 | 0.70% | -0.66% | — | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.67% | -0.06% | — | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | +0.07% | -3.91% | |
| 36 | VOX | Vanguard Communication Servi | ETF-其他 | 0.62% | -0.10% | +1.35% | |
| 37 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | -0.11% | -0.01% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.88% | +1.89% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.34% | +0.14% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | +0.73% | — | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.56% | -0.01% | -0.14% | |
| 42 | VDE | Vanguard Energy ETF | ETF-其他 | 0.54% | -0.17% | -1.21% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.50% | -0.07% | +2.15% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.50% | -0.14% | +6.00% | |
| 45 | XTN | Ss Spdr S&p Transport ETF | ETF-其他 | 0.50% | -0.43% | EXIT | |
| 46 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.49% | -0.05% | +6.01% | |
| 47 | WMB | Williams Cos Inc | 股票-能源 | 0.48% | -0.06% | -3.21% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | +0.05% | +2.90% | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.45% | -0.09% | +4.18% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.45% | +0.19% | -18.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建仓 |
| 2 | LRCX | Lam Research CORP | +0.6% | NEW | 新建仓 |
| 3 | VGT | Vanguard Info Tech ETF | +0.6% | +0.31% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.61% | 加仓 |
| 5 | V | Visa Inc-class A Shares | +0.3% | -1.56% | 减仓 |
| 6 | VFH | Vanguard Financials ETF | +0.3% | -0.18% | 减仓 |
| 7 | VCR | Vanguard Consumer Discre ETF | +0.3% | -1.38% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.3% | -0.09% | 减仓 |
| 9 | AAPL | Apple Inc | +0.2% | -1.36% | 减仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | +2.82% | 加仓 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +12.23% | 加仓 |
| 12 | ABCB | Ameris Bancorp | +0.2% | NEW | 新建仓 |
| 13 | FISV | Fiserv Inc | +0.1% | -2.36% | 减仓 |
| 14 | XLC | Ss Comm Select Sector Spdr | +0.1% | +2.38% | 加仓 |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.61% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | +0.49% | 加仓 |
| 17 | PHM | Pultegroup Inc | +0.1% | NEW | 新建仓 |
| 18 | BEPC | Brookfield Renewable CORP | +0.1% | NEW | 新建仓 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +6.01% | 加仓 |
| 20 | HON | Honeywell International Inc | +0.1% | -1.84% | 减仓 |
| 21 | BKNG | Booking Holdings Inc | +0.1% | -4.63% | 减仓 |
| 22 | FTNT | Fortinet Inc | +0.1% | NEW | 新建仓 |
| 23 | WMB | Williams Cos Inc | +0.1% | -3.21% | 减仓 |
| 24 | NVDA | Nvidia CORP | +0.1% | +2.90% | 加仓 |
| 25 | XLV | Ss Health Care Select Sector | +0.1% | +56.85% | 加仓 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.69% | 加仓 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -3.91% | 减仓 |
| 28 | COST | Costco Wholesale CORP | 0% | -0.59% | 减仓 |
| 29 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | 清仓 |
| 30 | BEPC | Brookfield Renewable Corporation | -0.1% | EXIT | 清仓 |
| 31 | NVS | Novartis Ag-sponsored Adr | -0.1% | +1.51% | 加仓 |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -5.17% | 减仓 |
| 33 | DHI | Dr Horton Inc | -0.1% | -1.15% | 减仓 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -1.18% | 减仓 |
| 35 | BLDR | Builders Firstsource Inc | -0.1% | — | 不变 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -37.86% | 减仓 |
| 37 | CI | THE Cigna Group | -0.1% | -2.36% | 减仓 |
| 38 | XLB | Ss Materials Select Sector | -0.1% | +1.97% | 加仓 |
| 39 | SOXX | Ishares Semiconductor ETF | -0.2% | -18.78% | 减仓 |
| 40 | LHX | L3harris Technologies Inc | -0.2% | -29.14% | 减仓 |
| 41 | AMAT | Applied Materials Inc | -0.2% | +1.89% | 加仓 |
| 42 | PEP | Pepsico Inc | -0.2% | +2.91% | 加仓 |
| 43 | MCHP | Microchip Technology Inc | -0.2% | EXIT | 清仓 |
| 44 | ZTS | Zoetis Inc | -0.2% | -16.86% | 减仓 |
| 45 | VHT | Vanguard Health Care ETF | -0.2% | +3.68% | 加仓 |
| 46 | ADBE | Adobe Inc | -0.2% | EXIT | 清仓 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.4% | -2.01% | 减仓 |
| 48 | DHR | Danaher CORP | -0.5% | -2.41% | 减仓 |
| 49 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清仓 |
| 50 | LRCXEUR | Lam Research CORP | -0.7% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Trust Co Of Oklahoma 在 Q4 2024 季度的美股持仓总市值约为 US$3.9亿，共申报了 125 个公开持股仓位。
在 Q4 2024 季度，Trust Co Of Oklahoma 按市值排列的前三大核心持股分别为：VGT (12.3%)、SPY (7.0%)、AAPL (5.5%)。其中最大持股仓位 VGT 占据整体投资组合约 12.3% 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
BLK
市值: US$208.8万
本季最大获利了结 / 清仓标的
LRCXEUR
前期市值: US$209.5万
在 Q4 2024 季度中，Trust Co Of Oklahoma 共进行了 49 项持仓异动，包含新建仓 6 个仓位、加仓 16 个仓位、减仓 21 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 LRCXEUR。
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。