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: 0001101250
申報總市值
US$4.0億
US$4.0億
226 檔
21.1%
在 Q4 2024 的 13F 官方備案中，Burke & Herbert Bank & Trust Co 管理的美股投資組合規模來到 US$4.0億，整體持股檔數為 226 檔。
從 Q4 2024 申報觀察，Burke & Herbert Bank & Trust Co 採取防禦導向的調倉策略，本季減碼 29 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SPY, MSFT, AAPL）累計市值佔比達 21.1%，是驅動 Burke & Herbert Bank & Trust Co 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 226 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.59% | +0.23% | +1.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.62% | -0.51% | -0.66% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.91% | +0.07% | -0.33% | |
| 4 | BHRB | Burke & Herbert Financial Se | 股票-其他 | 3.78% | +0.06% | -2.48% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.30% | +0.16% | +0.70% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.02% | +0.08% | +0.57% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.02% | +0.22% | -0.27% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 1.95% | -0.64% | -0.19% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.95% | -0.13% | -0.47% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.88% | +0.05% | +1.93% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.77% | -0.25% | -0.27% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.75% | +0.23% | -1.03% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.59% | +0.29% | +0.10% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.42% | -0.10% | -2.68% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.39% | -0.10% | -0.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.38% | +0.20% | +3.89% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.31% | -0.12% | -0.38% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.22% | -0.05% | -0.70% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | +0.11% | +0.63% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | -0.11% | -0.83% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.30% | -0.34% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.94% | +0.01% | +3.07% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.90% | +0.13% | +3.94% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.11% | +0.18% | |
| 25 | NSC | Norfolk Southern CORP | 股票-工業 | 0.88% | -0.02% | -0.16% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | -0.12% | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.86% | -0.10% | -0.01% | |
| 28 | CSX | Csx CORP | 股票-工業 | 0.85% | +0.03% | -1.19% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.84% | -0.18% | -0.81% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.83% | -0.05% | +1.69% | |
| 31 | WM | Waste Management Inc | 股票-工業 | 0.79% | -0.05% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.37% | -0.38% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.72% | +0.02% | -1.40% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.68% | -0.06% | -1.73% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.68% | -0.01% | +4.78% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.66% | +0.13% | +2.14% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.28% | -1.45% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.65% | -0.06% | +0.20% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.07% | -0.20% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.63% | -0.08% | -4.24% | |
| 41 | FISV | Fiserv Inc | 股票-其他 | 0.63% | — | — | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | -0.04% | -0.36% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.58% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.56% | -0.02% | — | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.56% | -0.05% | -1.36% | |
| 46 | PAVE | Global X US Infrastructure | ETF-其他 | 0.56% | +0.02% | -0.63% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.56% | +0.02% | -0.06% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.55% | -0.16% | -0.53% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.54% | +0.01% | — | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | -0.06% | -0.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | -0.33% | 減碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +1.42% | 加碼 |
| 3 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.89% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | -0.83% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.18% | 加碼 |
| 7 | WMT | Walmart Inc | +0.1% | -0.34% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.1% | -1.73% | 減碼 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.94% | 加碼 |
| 10 | FISV | Fiserv Inc | +0.1% | — | 不變 |
| 11 | COF | Capital One Financial CORP | +0.1% | +3.32% | 加碼 |
| 12 | WFC | Wells Fargo & Co | +0.1% | -0.25% | 減碼 |
| 13 | EMR | Emerson Electric Co | +0.1% | — | 不變 |
| 14 | DIS | Walt Disney Co/the | +0.1% | -4.24% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.45% | 減碼 |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建倉 |
| 17 | CCJ | Cameco CORP | +0.1% | NEW | 新建倉 |
| 18 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.27% | 減碼 |
| 19 | MSFT | Microsoft CORP | 0% | -0.66% | 減碼 |
| 20 | PG | Procter & Gamble Co/the | 0% | -0.47% | 減碼 |
| 21 | HD | Home Depot Inc | 0% | -0.70% | 減碼 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | 0% | -1.62% | 減碼 |
| 23 | NSC | Norfolk Southern CORP | 0% | -0.16% | 減碼 |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +0.14% | 加碼 |
| 25 | INTC | Intel CORP | 0% | -4.54% | 減碼 |
| 26 | UBER | Uber Technologies Inc | -0.1% | — | 不變 |
| 27 | LOW | Lowe's Cos Inc | -0.1% | -0.53% | 減碼 |
| 28 | COM | Direxion Auspice Brd Cmdty | -0.1% | -40.24% | 減碼 |
| 29 | XLB | Ss Materials Select Sector | -0.1% | EXIT | 清倉 |
| 30 | IDV | Ishares International Select | -0.1% | EXIT | 清倉 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | 清倉 |
| 32 | VZ | Verizon Communications Inc | -0.1% | -3.42% | 減碼 |
| 33 | CSX | Csx CORP | -0.1% | -1.19% | 減碼 |
| 34 | NEE | Nextera Energy Inc | -0.1% | — | 不變 |
| 35 | ELV | Elevance Health Inc | -0.1% | -1.20% | 減碼 |
| 36 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | 清倉 |
| 37 | CARR | Carrier Global CORP | -0.1% | -45.43% | 減碼 |
| 38 | MRK | Merck & Co. Inc. | -0.1% | -0.44% | 減碼 |
| 39 | CVS | Cvs Health CORP | -0.1% | EXIT | 清倉 |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.1% | -2.68% | 減碼 |
| 41 | ABBV | Abbvie Inc | -0.1% | — | 不變 |
| 42 | DOW | Dow Inc | -0.1% | -48.26% | 減碼 |
| 43 | PEP | Pepsico Inc | -0.1% | -0.81% | 減碼 |
| 44 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.93% | 加碼 |
| 45 | CI | THE Cigna Group | -0.1% | -10.80% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.1% | -0.19% | 減碼 |
| 47 | BLKCHF | Blackrock Inc | -0.2% | EXIT | 清倉 |
| 48 | JNJ | Johnson & Johnson | -0.2% | -0.27% | 減碼 |
| 49 | KO | Coca-cola Co/the | -0.2% | -0.25% | 減碼 |
| 50 | LLY | Eli Lilly & Co | -0.2% | -1.03% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Burke & Herbert Bank & Trust Co 在 Q4 2024 季度的美股持倉總市值約為 US$4.0億，共申報了 226 個公開持股部位。
在 Q4 2024 季度，Burke & Herbert Bank & Trust Co 按市值排列的前三大核心持股分別為：SPY (5.6%)、MSFT (4.6%)、AAPL (3.9%)。其中最大持股部位 SPY 佔據整體投資組合約 5.6% 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
BLK
市值: US$71.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$66.7萬
在 Q4 2024 季度中，Burke & Herbert Bank & Trust Co 共進行了 45 項持倉異動，包含新建倉 3 個部位、加碼 7 個部位、減碼 29 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BLK。 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。