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: 0001175954
申報總市值
US$7.1億
US$7.1億
180 檔
21.8%
截至 Q1 2026 季度末，Central Bank & Trust Co 的美股持倉估值約為 US$7.1億，全數申報部位共有 180 檔。
Central Bank & Trust Co 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 91 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, GOOGL, AAPL）占據了總市值的 21.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 10.38% | +0.03% | -2.17% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.18% | +0.45% | +0.69% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.67% | +0.09% | +2.18% | |
| 4 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 3.01% | -0.18% | +9.62% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.91% | +0.05% | -3.48% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.60% | -1.08% | +11.58% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 2.59% | +1.68% | -2.83% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.47% | +0.03% | +8.03% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.38% | +0.06% | +1.69% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.20% | +0.67% | -1.65% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.18% | +4.05% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.08% | -0.33% | -0.78% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.93% | -0.22% | -3.79% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.87% | -0.23% | +2.61% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.80% | +0.25% | -4.02% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | +0.05% | -1.03% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.51% | +0.19% | +4.84% | |
| 18 | CMBS | Ishares Cmbs ETF | ETF-其他 | 1.48% | -0.14% | +3.02% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.37% | -0.10% | -7.38% | |
| 20 | VLO | Valero Energy CORP | 股票-能源 | 1.36% | -0.07% | -0.37% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.32% | -0.49% | -2.42% | |
| 22 | KYTFX | Dupree Ky Tax Fr Inc | 股票-其他 | 1.30% | -0.09% | +4.56% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.20% | -0.03% | -9.91% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.13% | -0.16% | -5.82% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.09% | -0.28% | -0.59% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.11% | -0.81% | |
| 27 | URI | United Rentals Inc | 股票-工業 | 1.04% | +0.39% | -0.49% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 0.97% | -0.09% | -0.48% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | -0.08% | +8.57% | |
| 30 | ACM | Aecom | 股票-工業 | 0.81% | -0.30% | +1.69% | |
| 31 | SYK | Stryker CORP | 股票-醫療保健 | 0.79% | -0.12% | -1.40% | |
| 32 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.78% | +0.03% | -0.79% | |
| 33 | FULIX | Fed Herm Ultra Shrt Bnd-inst | 股票-其他 | 0.75% | +0.18% | +249.10% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.74% | +0.11% | +7.75% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.74% | -0.07% | -2.56% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.13% | -5.96% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.73% | +0.04% | +22.12% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.70% | +0.08% | +0.56% | |
| 39 | MCO | Moody's CORP | 股票-金融 | 0.68% | -0.06% | -0.40% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.65% | -0.33% | -0.42% | |
| 41 | VWIUX | Vanguard I/t Tax Exmpt-adm | 股票-其他 | 0.64% | -0.04% | +19.14% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.63% | -0.04% | +0.11% | |
| 43 | PGR | Progressive CORP | 股票-金融 | 0.63% | -0.15% | -4.17% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.62% | +0.67% | +0.11% | |
| 45 | ADBE | Adobe Inc | 股票-科技 | 0.62% | -0.32% | -8.82% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.58% | +0.15% | -0.21% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | -0.01% | -0.74% | |
| 48 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.55% | -0.24% | +8.78% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.53% | -0.06% | -1.56% | |
| 50 | NUE | Nucor CORP | 股票-原物料 | 0.51% | +0.09% | -0.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FULIX | Fed Herm Ultra Shrt Bnd-inst | +0.5% | +249.10% | 加碼 |
| 2 | LRCX | Lam Research CORP | +0.5% | -2.83% | 減碼 |
| 3 | VLO | Valero Energy CORP | +0.5% | -0.37% | 減碼 |
| 4 | CAT | Caterpillar Inc | +0.4% | -1.65% | 減碼 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.3% | +11.58% | 加碼 |
| 6 | FLMI | Franklin Dynamic Municipal B | +0.3% | +9.62% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.3% | -0.78% | 減碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.3% | +8.03% | 加碼 |
| 9 | WMB | Williams Cos Inc | +0.2% | -0.48% | 減碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +50.57% | 加碼 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +22.12% | 加碼 |
| 12 | MDY | State Street Spdr S&p Midcap | +0.1% | +4.84% | 加碼 |
| 13 | KLAC | Kla CORP | +0.1% | +0.11% | 加碼 |
| 14 | VWIUX | Vanguard I/t Tax Exmpt-adm | +0.1% | +19.14% | 加碼 |
| 15 | PWR | Quanta Services Inc | +0.1% | -3.86% | 減碼 |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -4.02% | 減碼 |
| 17 | DE | Deere & Co | +0.1% | -0.75% | 減碼 |
| 18 | AMGN | Amgen Inc | +0.1% | -2.42% | 減碼 |
| 19 | ODFL | Old Dominion Freight Line | +0.1% | -0.10% | 減碼 |
| 20 | GLW | Corning Inc | +0.1% | -12.07% | 減碼 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.75% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -0.74% | 減碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +34.40% | 加碼 |
| 24 | KYTFX | Dupree Ky Tax Fr Inc | +0.1% | +4.56% | 加碼 |
| 25 | MPC | Marathon Petroleum CORP | +0.1% | — | 不變 |
| 26 | AMAT | Applied Materials Inc | +0.1% | -3.52% | 減碼 |
| 27 | GE | General Electric | +0.1% | +42.44% | 加碼 |
| 28 | HSY | Hershey Co/the | +0.1% | -0.59% | 減碼 |
| 29 | KMI | Kinder Morgan, Inc. | +0.1% | -0.10% | 減碼 |
| 30 | CMBS | Ishares Cmbs ETF | +0.1% | +3.02% | 加碼 |
| 31 | XLE | Ss Energy Select Sector | +0.1% | +54.91% | 加碼 |
| 32 | CVX | Chevron CORP | +0.1% | -0.35% | 減碼 |
| 33 | EQT | Eqt CORP | +0.1% | — | 不變 |
| 34 | NOC | Northrop Grumman CORP | +0.1% | -3.54% | 減碼 |
| 35 | EOG | Eog Resources Inc | 0% | +0.30% | 加碼 |
| 36 | TSLA | Tesla Inc | 0% | +155.00% | 加碼 |
| 37 | JNJ | Johnson & Johnson | 0% | +1.58% | 加碼 |
| 38 | WMT | Walmart Inc | 0% | -5.96% | 減碼 |
| 39 | CBOE | Cboe Global Markets Inc | 0% | +35.15% | 加碼 |
| 40 | TRGP | Targa Resources CORP | 0% | +1.35% | 加碼 |
| 41 | CB | Chubb Limited | 0% | +0.11% | 加碼 |
| 42 | HON | Honeywell International Inc | 0% | -3.41% | 減碼 |
| 43 | XEL | Xcel Energy Inc | 0% | -0.31% | 減碼 |
| 44 | MPRAX | Mfs Arkansas Municipal-r6 | 0% | +32.39% | 加碼 |
| 45 | GEV | GE Vernova Inc | 0% | +4.57% | 加碼 |
| 46 | PSX | Phillips 66 | 0% | — | 不變 |
| 47 | AEE | Ameren Corporation | 0% | -0.15% | 減碼 |
| 48 | NUE | Nucor CORP | 0% | -0.41% | 減碼 |
| 49 | IAU | Ishares Gold Trust | 0% | -0.57% | 減碼 |
| 50 | 6D8 | Dupont De Nemours Inc | 0% | +1.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Central Bank & Trust Co 在 Q1 2026 季度的美股持倉總市值約為 US$7.1億，共申報了 180 個公開持股部位。
在 Q1 2026 季度，Central Bank & Trust Co 按市值排列的前三大核心持股分別為：NVDA (10.4%)、GOOGL (4.2%)、AAPL (3.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.4% 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
CSX
市值: US$54.1萬
本季最大獲利了結 / 清倉標的
QAI
前期市值: US$66.6萬
在 Q1 2026 季度中，Central Bank & Trust Co 共進行了 156 項持倉異動，包含新建倉 6 個部位、加碼 59 個部位、減碼 86 個部位以及清倉 5 個部位。 其中最大新建倉標的為 CSX。 本季清倉部位包含 QAI。
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。