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$7.0億
US$7.0億
185 檔
26.2%
Q2 2026 季度申報顯示，Central Bank & Trust Co 揭露的美股組合總市值為 US$7.0億，涵蓋 185 個不同之權益投資部位。
Central Bank & Trust Co 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 100 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, LRCX）占據了總市值的 26.2%，展現出該機構在 Q2 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 | 10.41% | +1.28% | -3.14% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.63% | -0.20% | -1.25% | |
| 3 | LRCX | Lam Research CORP | 股票-科技 | 4.27% | -1.10% | -9.89% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.76% | +0.59% | -0.61% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.96% | +0.10% | -1.98% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 2.87% | -0.73% | -3.66% | |
| 7 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 2.83% | -0.10% | +2.57% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | -0.01% | +0.57% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.44% | +0.12% | -0.71% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 2.05% | -0.11% | -3.01% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | +0.82% | +0.46% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.83% | +0.13% | -0.01% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.75% | -0.05% | -0.81% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.71% | -0.06% | -1.78% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.70% | -0.06% | +9.32% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.64% | +0.45% | -1.04% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.52% | -0.20% | -46.67% | |
| 18 | URI | United Rentals Inc | 股票-工業 | 1.43% | -0.18% | -1.98% | |
| 19 | CMBS | Ishares Cmbs ETF | ETF-其他 | 1.34% | -0.03% | +0.50% | |
| 20 | KLAC | Kla CORP | 股票-科技 | 1.29% | -0.46% | +1016.73% | |
| 21 | VLO | Valero Energy CORP | 股票-能源 | 1.29% | +0.40% | -0.61% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.27% | +0.05% | -4.13% | |
| 23 | KYTFX | Dupree Ky Tax Fr Inc | 股票-其他 | 1.21% | +0.02% | +1.73% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.17% | -0.01% | -2.17% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 0.97% | -0.03% | -0.67% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.93% | +0.06% | -4.36% | |
| 27 | FULIX | Fed Herm Ultra Shrt Bnd-inst | 股票-其他 | 0.93% | +0.14% | +36.27% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 0.88% | -0.15% | -1.12% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.85% | +0.66% | +10.83% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 0.83% | +0.14% | -32.17% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.81% | +0.07% | -4.15% | |
| 32 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.81% | -0.46% | +0.04% | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | +0.03% | +0.82% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | -0.06% | -2.82% | |
| 35 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.74% | -0.05% | +58.85% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | +0.02% | -9.65% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.73% | — | -2.56% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.71% | -0.37% | -11.90% | |
| 39 | SYK | Stryker CORP | 股票-醫療保健 | 0.67% | -0.07% | -1.44% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.67% | -0.02% | +0.19% | |
| 41 | MCO | Moody's CORP | 股票-金融 | 0.62% | -0.01% | -3.14% | |
| 42 | VWIUX | Vanguard I/t Tax Exmpt-adm | 股票-其他 | 0.60% | -0.14% | +4.15% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.05% | -0.18% | |
| 44 | NUE | Nucor CORP | 股票-原物料 | 0.60% | +0.02% | -1.67% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.59% | -0.03% | -1.59% | |
| 46 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | +0.06% | +0.64% | |
| 47 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.53% | -0.10% | -0.76% | |
| 48 | PWR | Quanta Services Inc | 股票-工業 | 0.53% | -0.09% | -2.45% | |
| 49 | NTAP | Netapp Inc | 股票-科技 | 0.52% | +0.02% | -3.13% | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.52% | -0.03% | +13.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.7% | -9.89% | 減碼 |
| 2 | CAT | Caterpillar Inc | +0.7% | -3.66% | 減碼 |
| 3 | KLAC | Kla CORP | +0.7% | +1016.73% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.25% | 減碼 |
| 5 | MU | Micron Technology Inc | +0.5% | -11.90% | 減碼 |
| 6 | URI | United Rentals Inc | +0.4% | -1.98% | 減碼 |
| 7 | ABBV | Abbvie Inc | +0.3% | +421.64% | 加碼 |
| 8 | SPOT | Spotify Technology S.A. | +0.3% | NEW | 新建倉 |
| 9 | SHW | Sherwin-williams Co/the | +0.3% | +58.85% | 加碼 |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | -3.01% | 減碼 |
| 11 | GLW | Corning Inc | +0.3% | +13.86% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.2% | -3.98% | 減碼 |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +9.32% | 加碼 |
| 14 | FULIX | Fed Herm Ultra Shrt Bnd-inst | +0.2% | +36.27% | 加碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.2% | +1.61% | 加碼 |
| 16 | QCOM | Qualcomm Inc | +0.2% | -2.56% | 減碼 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +52.88% | 加碼 |
| 18 | NTAP | Netapp Inc | +0.1% | -3.13% | 減碼 |
| 19 | NXPI | NXP Semiconductors N.V. | +0.1% | +6.17% | 加碼 |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +10.83% | 加碼 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -2.19% | 減碼 |
| 22 | ✓ | +0.1% | NEW | 新建倉 | |
| 23 | ✓ | +0.1% | NEW | 新建倉 | |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -5.07% | 減碼 |
| 25 | ✓ | +0.1% | NEW | 新建倉 | |
| 26 | AAPL | Apple Inc | +0.1% | -0.61% | 減碼 |
| 27 | NUE | Nucor CORP | +0.1% | -1.67% | 減碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | +0.82% | 加碼 |
| 29 | HUM | Humana Inc | +0.1% | — | 不變 |
| 30 | SO | Southern Co/the | +0.1% | NEW | 新建倉 |
| 31 | PWR | Quanta Services Inc | +0.1% | -2.45% | 減碼 |
| 32 | LLY | Eli Lilly & Co | +0.1% | +4.42% | 加碼 |
| 33 | AMZN | Amazon.com Inc | +0.1% | -0.71% | 減碼 |
| 34 | HLT | Hilton Worldwide Holdings In | +0.1% | NEW | 新建倉 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.98% | 減碼 |
| 36 | V | Visa Inc-class A Shares | +0.1% | -0.01% | 減碼 |
| 37 | GE | General Electric | +0.1% | +4.81% | 加碼 |
| 38 | ETN | Eaton Corporation plc | +0.1% | +92.09% | 加碼 |
| 39 | PAAA | Pgim Aaa Clo ETF | +0.1% | NEW | 新建倉 |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | -2.82% | 減碼 |
| 41 | DHI | Dr Horton Inc | 0% | -0.76% | 減碼 |
| 42 | SGOV | Ishares 0-3 Month Treasury B | 0% | NEW | 新建倉 |
| 43 | INTC | Intel CORP | 0% | NEW | 新建倉 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | 不變 |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 0% | NEW | 新建倉 |
| 46 | NVDA | Nvidia CORP | 0% | -3.14% | 減碼 |
| 47 | VEA | Vanguard Ftse Developed ETF | 0% | +0.57% | 加碼 |
| 48 | DKS | Dick's Sporting Goods Inc | 0% | +0.04% | 加碼 |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | +2.53% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -0.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Central Bank & Trust Co 在 Q2 2026 季度的美股持倉總市值約為 US$7.0億，共申報了 185 個公開持股部位。
在 Q2 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 (4.6%)、LRCX (4.3%)。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
SPOT
市值: US$189.3萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$155.5萬
在 Q2 2026 季度中，Central Bank & Trust Co 共進行了 171 項持倉異動，包含新建倉 14 個部位、加碼 57 個部位、減碼 91 個部位以及清倉 9 個部位。 其中最大新建倉標的為 SPOT。 本季清倉部位包含 HON。
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。