13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0002047270
申報總市值
US$4.3億
US$4.3億
451 檔
32.5%
截至 Q3 2025 季度末，BankPlus Trust Department 的美股持倉估值約為 US$4.3億，全數申報部位共有 451 檔。
觀察 Q3 2025 的申報異動，BankPlus Trust Department 採取了強勁的買進策略，建倉與加碼動作（合計 41 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 IVV, MSFT, AAPL）占據了總市值的 32.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 451 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 23.87% | +0.11% | +0.34% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.11% | -0.30% | +8.87% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.29% | -0.02% | -1.76% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | -0.01% | -3.25% | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.34% | +0.05% | +7.40% | |
| 6 | PGR | Progressive CORP | 股票-金融 | 1.91% | -0.03% | +16.55% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.74% | +0.04% | +3.51% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.51% | +0.23% | -2.68% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.25% | — | +46.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | +0.03% | -4.10% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.18% | +0.12% | -2.81% | |
| 12 | GWW | Ww Grainger Inc | 股票-工業 | 1.10% | +0.14% | -0.76% | |
| 13 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | — | +0.62% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.11% | -0.67% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | -0.04% | -1.58% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | +0.08% | +10.69% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.03% | +78.00% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 0.94% | +0.29% | +0.32% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 0.91% | -0.05% | +2.62% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.91% | -0.12% | +3.72% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 0.91% | +0.32% | -1.29% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.91% | -0.17% | -2.20% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.39% | +2.08% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 0.88% | -0.25% | -0.72% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.88% | -0.01% | -0.03% | |
| 26 | FAST | Fastenal Co | 股票-工業 | 0.87% | -0.05% | +6.92% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.77% | -0.04% | +2.02% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 0.76% | +0.51% | -0.63% | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 0.74% | -0.05% | +2.78% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.18% | -1.25% | |
| 31 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.67% | -0.01% | +6.31% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.66% | -0.08% | +2.02% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.66% | -0.10% | +1.50% | |
| 34 | ENB | Enbridge Inc | 股票-能源 | 0.65% | -0.07% | +4.04% | |
| 35 | OKE | Oneok Inc | 股票-能源 | 0.64% | -0.10% | +15.19% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.04% | — | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 0.62% | +0.20% | -21.25% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.62% | -0.07% | -0.86% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.60% | +0.24% | -1.49% | |
| 40 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.59% | -0.11% | +2.38% | |
| 41 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.55% | -0.36% | — | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 0.54% | -0.02% | +4.17% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | -0.05% | -1.06% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.52% | -0.02% | -20.23% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.48% | -0.08% | -1.71% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.48% | -0.01% | — | |
| 47 | LHX | L3harris Technologies Inc | 股票-工業 | 0.48% | -0.17% | +0.07% | |
| 48 | GRMN | Garmin Ltd. | 股票-科技 | 0.48% | -0.02% | -1.87% | |
| 49 | SYY | Sysco CORP | 股票-非循環性消費 | 0.48% | +0.03% | +1.08% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | — | +0.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1% | +8.87% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.3% | -3.25% | 減碼 |
| 3 | V | Visa Inc-class A Shares | +0.3% | +78.00% | 加碼 |
| 4 | IDXX | Idexx Laboratories Inc | +0.3% | +1386.36% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +10.69% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.3% | -0.63% | 加碼 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.81% | 加碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.07% | 加碼 |
| 9 | EHC | Encompass Health CORP | +0.2% | +728.67% | 加碼 |
| 10 | SYK | Stryker CORP | +0.2% | +417.48% | 加碼 |
| 11 | ASML | ASML Holding N.V. | +0.2% | +2864.00% | 加碼 |
| 12 | C | Citigroup Inc | +0.2% | +10.42% | 加碼 |
| 13 | ECL | Ecolab Inc | +0.2% | +6934.29% | 加碼 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +11.93% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.49% | 減碼 |
| 16 | MLI | Mueller Industries Inc | +0.2% | +67.49% | 加碼 |
| 17 | IQLT | Ishares Msci International Q | +0.2% | +38.55% | 加碼 |
| 18 | ALL | Allstate CORP | +0.2% | +246.12% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.21% | 加碼 |
| 20 | AXP | American Express Co | +0.1% | +1.03% | 加碼 |
| 21 | FAST | Fastenal Co | +0.1% | +6.92% | 加碼 |
| 22 | VLO | Valero Energy CORP | +0.1% | +2.78% | 加碼 |
| 23 | TSLA | Tesla Inc | +0.1% | +0.33% | 減碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | -3.29% | 加碼 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -4.10% | 加碼 |
| 26 | LHX | L3harris Technologies Inc | +0.1% | +0.07% | 加碼 |
| 27 | CAT | Caterpillar Inc | +0.1% | -21.25% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +46.52% | 加碼 |
| 29 | BX | Blackstone Inc | +0.1% | +2.62% | 加碼 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | -1.11% | 加碼 |
| 31 | DLR | Digital Realty Trust Inc | +0.1% | +2.38% | 加碼 |
| 32 | AMGN | Amgen Inc | 0% | -0.03% | 加碼 |
| 33 | DGX | Quest Diagnostics Inc | 0% | +6.31% | 加碼 |
| 34 | WMT | Walmart Inc | 0% | -1.25% | 加碼 |
| 35 | XOM | Exxon Mobil CORP | 0% | +2.08% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | 0% | -0.72% | 加碼 |
| 37 | TJX | Tjx Companies Inc | -0.1% | -2.20% | 減碼 |
| 38 | HD | Home Depot Inc | -0.1% | -1.58% | 加碼 |
| 39 | JHMM | John Hancock Multi Fact Mid | -0.1% | +7.40% | 加碼 |
| 40 | ABBV | Abbvie Inc | -0.1% | +3.51% | 加碼 |
| 41 | LULU | Lululemon Athletica Inc | -0.2% | -71.96% | 減碼 |
| 42 | FISV | Fiserv Inc | -0.3% | — | 減碼 |
| 43 | PGR | Progressive CORP | -0.3% | +16.55% | 加碼 |
| 44 | AAPL | Apple Inc | -0.4% | -1.76% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.5% | -72.22% | 減碼 |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.7% | +0.34% | 加碼 |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建倉 |
| 48 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | 清倉 |
| 49 | VSLU | Applied Finance Valuat ETF | — | NEW | 新建倉 |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，BankPlus Trust Department 在 Q3 2025 季度的美股持倉總市值約為 US$4.3億，共申報了 451 個公開持股部位。
在 Q3 2025 季度，BankPlus Trust Department 按市值排列的前三大核心持股分別為：IVV (23.9%)、MSFT (5.1%)、AAPL (3.3%)。其中最大持股部位 IVV 佔據整體投資組合約 23.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SPYM
市值: US$195.9萬
本季最大獲利了結 / 清倉標的
BSCP
前期市值: US$154.6萬
在 Q3 2025 季度中，BankPlus Trust Department 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 38 個部位、減碼 8 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SPYM。 本季清倉部位包含 BSCP。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。