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: 0000009634
申報總市值
US$72.5億
US$72.5億
1280 檔
17.3%
Bokf, NA 在 Q1 2025 季度的美股部位總計估值為 US$72.5億，分散於 1280 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Bokf, NA 於 Q1 2025 季度持續回收資金，對 30 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Bokf, NA 的前 5 大核心持股（包含 IWB, VOO, XOM 等）合計佔整體申報市值的 17.3%，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 1280 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 6.88% | +0.21% | +2.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.20% | +0.36% | +5.85% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.96% | -1.30% | +0.80% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.36% | +0.11% | -5.87% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.14% | -2.79% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.49% | +0.01% | +17.40% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.13% | +0.05% | -0.35% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.03% | +0.04% | -9.98% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.51% | +0.05% | -8.12% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.43% | +0.08% | +0.76% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.40% | -0.28% | +1.04% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.30% | +0.05% | -16.06% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.25% | +0.05% | +1.93% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | — | -16.41% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.04% | +0.23% | +2.77% | |
| 16 | AAON | Aaon Inc | 股票-工業 | 0.94% | +0.33% | — | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.94% | +0.06% | +2.96% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.93% | -0.18% | +0.86% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.93% | +0.01% | -6.83% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.07% | -1.73% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.03% | -5.03% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | +0.07% | +0.48% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | +0.12% | -0.48% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.08% | -11.51% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.06% | -11.59% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.07% | -12.01% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.79% | -0.03% | +8.11% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.13% | -8.43% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.74% | +0.04% | +0.16% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.68% | — | -0.55% | |
| 31 | OKE | Oneok Inc | 股票-能源 | 0.66% | -0.03% | +7.86% | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.63% | -0.06% | +5.17% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.62% | +0.02% | -0.35% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.61% | -0.13% | +2.23% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.59% | -0.13% | -18.22% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.57% | +0.04% | -6.80% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.10% | -4.63% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.55% | +0.20% | +1.00% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.05% | -4.02% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | -0.05% | -3.71% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.53% | +0.03% | +1.15% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.06% | -5.89% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.24% | -1.36% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | -0.01% | -3.62% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.03% | -9.03% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.01% | -7.68% | |
| 47 | LMT | Lockheed Martin CORP | 股票-工業 | 0.49% | -0.06% | -5.57% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.49% | -0.06% | -1.17% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.42% | -0.03% | +10.32% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.42% | -0.02% | -4.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +4.9% | +5.85% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +2% | +0.80% | 減碼 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.9% | +17.40% | 加碼 |
| 4 | NVDA | Nvidia CORP | +1.8% | -9.98% | 加碼 |
| 5 | IWB | Ishares Russell 1000 ETF | +1% | +2.02% | 減碼 |
| 6 | VUG | Vanguard Growth ETF | +0.8% | +0.48% | 加碼 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.8% | +0.76% | 加碼 |
| 8 | LLY | Eli Lilly & Co | +0.6% | -0.48% | 減碼 |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.5% | -0.35% | 加碼 |
| 10 | AAON | Aaon Inc | +0.4% | — | 加碼 |
| 11 | OKE | Oneok Inc | +0.4% | +7.86% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -5.03% | 減碼 |
| 13 | WMT | Walmart Inc | +0.3% | +0.86% | 加碼 |
| 14 | CAH | Cardinal Health Inc | +0.3% | -3.07% | 加碼 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.93% | 減碼 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.77% | 減碼 |
| 17 | CTRA | Coterra Energy Inc | +0.3% | +5.97% | 加碼 |
| 18 | AAPL | Apple Inc | +0.3% | -5.87% | 減碼 |
| 19 | MS | Morgan Stanley | +0.3% | -1.09% | 加碼 |
| 20 | DOW | Dow Inc | -0.3% | -80.20% | 減碼 |
| 21 | INTU | Intuit Inc | -0.3% | -18.05% | 減碼 |
| 22 | PFF | Ishares Preferred & Income S | -0.3% | -1.73% | 減碼 |
| 23 | NKE | Nike Inc -cl B | -0.3% | -7.58% | 減碼 |
| 24 | BA | Boeing Co/the | -0.3% | -15.70% | 減碼 |
| 25 | SBUX | Starbucks CORP | -0.3% | -16.84% | 減碼 |
| 26 | CCI | Crown Castle Inc | -0.3% | +557.11% | 減碼 |
| 27 | EXPE | Expedia Group Inc | -0.3% | -36.71% | 減碼 |
| 28 | DIS | Walt Disney Co/the | -0.3% | -8.99% | 減碼 |
| 29 | PFE | Pfizer Inc | -0.3% | -4.82% | 減碼 |
| 30 | AMZN | Amazon.com Inc | -0.3% | -8.12% | 加碼 |
| 31 | PYPL | Paypal Holdings Inc | -0.3% | -2.08% | 減碼 |
| 32 | INTC | Intel CORP | -0.4% | -18.00% | 減碼 |
| 33 | CMCSA | Comcast Corp-class A | -0.4% | -33.07% | 減碼 |
| 34 | TGT | Target CORP | -0.4% | -22.11% | 減碼 |
| 35 | T | At&t Inc | -0.4% | -3.57% | 減碼 |
| 36 | VZ | Verizon Communications Inc | -0.4% | -11.54% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.5% | -4.02% | 減碼 |
| 38 | TXN | Texas Instruments Inc | -0.5% | -2.58% | 減碼 |
| 39 | DVY | Ishares Select Dividend ETF | -0.5% | -12.74% | 減碼 |
| 40 | MMM | 3m Co | -0.6% | -0.15% | 減碼 |
| 41 | VBR | Vanguard Small-cap Value ETF | -0.7% | +1.86% | 減碼 |
| 42 | ABBV | Abbvie Inc | -1.3% | -6.83% | 減碼 |
| 43 | ABT | Abbott Laboratories | -1.9% | -5.38% | 減碼 |
| 44 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新建倉 |
| 45 | SPHY | Ss Spdr P High Yield ETF | — | NEW | 新建倉 |
| 46 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | 新建倉 |
| 47 | BLKCHF | Blackrock Inc | — | EXIT | 清倉 |
| 48 | ACN | Accenture plc | — | EXIT | 清倉 |
| 49 | IAU | Ishares Gold Trust | — | NEW | 新建倉 |
| 50 | GRMN | Garmin Ltd. | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Bokf, NA 在 Q1 2025 季度的美股持倉總市值約為 US$72.5億，共申報了 1280 個公開持股部位。
在 Q1 2025 季度，Bokf, NA 按市值排列的前三大核心持股分別為：IWB (6.9%)、VOO (5.2%)、XOM (4.0%)。其中最大持股部位 IWB 佔據整體投資組合約 6.9% 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
SCHD
市值: US$4490.6萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$1891.7萬
在 Q1 2025 季度中，Bokf, NA 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 13 個部位、減碼 30 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SCHD。 本季清倉部位包含 BLKCHF。
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。