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
459 檔
32.5%
BankPlus Trust Department 在 Q4 2025 季度的美股部位總計估值為 US$4.3億，分散於 459 個持倉標的之中，反映其市場參與廣度與投資規模。
BankPlus Trust Department 於 Q4 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 25 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，BankPlus Trust Department 的前 5 大核心持股（包含 IVV, MSFT, AAPL 等）合計佔整體申報市值的 32.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 459 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 | 24.11% | +0.11% | +1.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.37% | -0.30% | -6.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.24% | -0.02% | -5.65% | |
| 4 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 2.33% | +0.05% | +0.44% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | -0.01% | -8.42% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.02% | +0.23% | -2.63% | |
| 7 | PGR | Progressive CORP | 股票-金融 | 1.81% | -0.03% | +5.16% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.67% | +0.04% | -0.56% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.30% | — | +1.79% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.03% | -1.89% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.08% | -5.31% | |
| 12 | GWW | Ww Grainger Inc | 股票-工業 | 1.15% | +0.14% | +0.58% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | +0.12% | -4.32% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.08% | -0.01% | +7.92% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.29% | -0.74% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.96% | +0.03% | +0.59% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.39% | +3.29% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 0.94% | +0.51% | -0.92% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 0.91% | — | +0.19% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.90% | -0.17% | -4.36% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 0.83% | +0.32% | -0.83% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 0.83% | -0.25% | -0.42% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | -0.11% | -9.59% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.81% | -0.04% | -0.10% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.12% | -3.19% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | -0.04% | +1.90% | |
| 27 | BX | Blackstone Inc | 股票-金融 | 0.79% | -0.05% | -1.73% | |
| 28 | FAST | Fastenal Co | 股票-工業 | 0.71% | -0.05% | +1.87% | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.70% | -0.08% | +8.55% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.70% | +0.20% | -4.95% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.69% | -0.10% | +1.01% | |
| 32 | VLO | Valero Energy CORP | 股票-能源 | 0.69% | -0.05% | +0.45% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.18% | -3.55% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.04% | +8.79% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.07% | +1.60% | |
| 36 | OKE | Oneok Inc | 股票-能源 | 0.65% | -0.10% | +1.89% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.24% | -0.24% | |
| 38 | ENB | Enbridge Inc | 股票-能源 | 0.62% | -0.07% | +4.12% | |
| 39 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.60% | -0.01% | +1.06% | |
| 40 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.56% | -0.36% | — | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.44% | +12.09% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | +0.03% | +27.76% | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.53% | -0.11% | +2.99% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.52% | -0.08% | +0.30% | |
| 45 | INTU | Intuit Inc | 股票-科技 | 0.52% | -0.01% | +13.36% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.51% | -0.05% | -2.24% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.51% | -0.07% | +5.82% | |
| 48 | ARCC | Ares Capital CORP | 股票-金融 | 0.51% | -0.02% | -3.03% | |
| 49 | TFC | Truist Financial CORP | 股票-金融 | 0.50% | — | +2.06% | |
| 50 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 0.50% | -0.09% | +5.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | -2.63% | 減碼 |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +3460.21% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.01% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.2% | +7.92% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +27.76% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -5.31% | 減碼 |
| 7 | LRCX | Lam Research CORP | +0.2% | -0.92% | 減碼 |
| 8 | AXP | American Express Co | +0.2% | +56.10% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +193.95% | 加碼 |
| 10 | IWB | Ishares Russell 1000 ETF | +0.2% | +349.13% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.1% | +12.09% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +5.82% | 加碼 |
| 13 | ADBE | Adobe Inc | +0.1% | +82.93% | 加碼 |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +440.03% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -0.74% | 減碼 |
| 16 | MLI | Mueller Industries Inc | +0.1% | +15.22% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.1% | -4.95% | 減碼 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +30.90% | 加碼 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +311.36% | 加碼 |
| 20 | C | Citigroup Inc | +0.1% | +22.69% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +3.29% | 加碼 |
| 22 | BIPC | Brookfield Infrastructure-a | +0.1% | +5.40% | 加碼 |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.04% | 減碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | — | 不變 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.79% | 加碼 |
| 26 | GWW | Ww Grainger Inc | +0.1% | +0.58% | 加碼 |
| 27 | ACN | Accenture plc | +0.1% | +1.60% | 加碼 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +43.15% | 加碼 |
| 29 | PYPL | Paypal Holdings Inc | -0.1% | -28.43% | 減碼 |
| 30 | TYL | Tyler Technologies Inc | -0.1% | -42.14% | 減碼 |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -16.98% | 減碼 |
| 32 | SYY | Sysco CORP | -0.1% | -3.13% | 減碼 |
| 33 | TXN | Texas Instruments Inc | -0.1% | -0.83% | 減碼 |
| 34 | FISV | Fiserv Inc | -0.1% | — | 不變 |
| 35 | ORCL | Oracle CORP | -0.1% | — | 不變 |
| 36 | ABT | Abbott Laboratories | -0.1% | -3.19% | 減碼 |
| 37 | PGR | Progressive CORP | -0.1% | +5.16% | 加碼 |
| 38 | AJG | Arthur J Gallagher & Co | -0.1% | -9.66% | 減碼 |
| 39 | GRMN | Garmin Ltd. | -0.1% | -6.92% | 減碼 |
| 40 | BX | Blackstone Inc | -0.1% | -1.73% | 減碼 |
| 41 | NFLX | Netflix Inc | -0.1% | +102.08% | 加碼 |
| 42 | ADP | Automatic Data Processing | -0.2% | +0.19% | 加碼 |
| 43 | FAST | Fastenal Co | -0.2% | +1.87% | 加碼 |
| 44 | EHC | Encompass Health CORP | -0.2% | -63.98% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -9.59% | 減碼 |
| 46 | HD | Home Depot Inc | -0.2% | -0.10% | 減碼 |
| 47 | NVDA | Nvidia CORP | -0.3% | -8.42% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.7% | -6.24% | 減碼 |
| 49 | PBR | Petroleo Brasileiro-spon Adr | — | NEW | 新建倉 |
| 50 | WY | Weyerhaeuser Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，BankPlus Trust Department 在 Q4 2025 季度的美股持倉總市值約為 US$4.3億，共申報了 459 個公開持股部位。
在 Q4 2025 季度，BankPlus Trust Department 按市值排列的前三大核心持股分別為：IVV (24.1%)、MSFT (4.4%)、AAPL (3.2%)。其中最大持股部位 IVV 佔據整體投資組合約 24.1% 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
PBR
市值: US$52.1萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1907.0萬
在 Q4 2025 季度中，BankPlus Trust Department 共進行了 47 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 20 個部位以及清倉 0 個部位。 其中最大新建倉標的為 PBR。
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。