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: 0002020066
申報總市值
US$9.5億
US$9.5億
884 檔
15.9%
在 Q4 2024 申報期間，Central Pacific Bank - Trust Division（CIK: 0002020066）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.5億，共持有 884 個公開申報部位。
數據顯示 Central Pacific Bank - Trust Division 於 Q4 2024 季度持續回收資金，對 91 個既有部位進行裁減並清倉 25 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 IVV, MSFT, SPY）累計市值佔比達 15.9%，是驅動 Central Pacific Bank - Trust Division 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 884 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 | 8.21% | +0.47% | +9.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | +0.90% | -6.46% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.10% | +0.14% | +1.06% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.94% | +0.42% | -1.65% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | +0.02% | -8.28% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | +0.33% | -5.23% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.32% | — | +14.18% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.51% | +0.03% | +11.37% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.26% | +0.10% | +6.64% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | +0.30% | +1.57% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.99% | — | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | -0.04% | -2.18% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.94% | -0.24% | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.83% | +0.03% | +3.15% | |
| 15 | UTWO | F/m US Treasury 2 Year Note | ETF-政府公債 | 0.82% | — | +30.03% | |
| 16 | PGR | Progressive CORP | 股票-金融 | 0.76% | -0.01% | -9.61% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.75% | +0.05% | +3.78% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.01% | -5.76% | |
| 19 | AXP | American Express Co | 股票-金融 | 0.69% | -0.15% | -8.24% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 0.69% | — | EXIT | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | +0.02% | — | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.68% | -0.11% | — | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | -0.05% | -38.86% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | -0.23% | +21.49% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.58% | EXIT | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.63% | +0.21% | — | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.63% | -0.17% | -23.04% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.62% | -0.03% | -28.35% | |
| 29 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.62% | -0.03% | -5.53% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.59% | +0.01% | +101.04% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.58% | +0.07% | +10.20% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.58% | — | +39.97% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.58% | +0.02% | +1.77% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.07% | -5.91% | |
| 35 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.54% | -0.01% | +0.18% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.01% | -0.61% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.09% | +55.97% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.50% | -0.14% | EXIT | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.49% | — | +101.85% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.48% | +0.01% | -0.23% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.48% | — | +0.08% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.47% | -0.02% | — | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.45% | -0.03% | +2.71% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.45% | -0.21% | -8.15% | |
| 45 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.44% | +0.01% | -2.58% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.44% | -0.04% | -7.66% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.44% | -0.01% | +0.63% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.42% | +0.06% | -10.97% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.40% | +0.12% | -10.00% | |
| 50 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.39% | -0.03% | -1.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +9.62% | 加碼 |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.6% | NEW | 新建倉 |
| 3 | CRM | Salesforce Inc | +0.4% | +85.67% | 加碼 |
| 4 | TEL | TE Connectivity plc | +0.4% | NEW | 新建倉 |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | NEW | 新建倉 |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.3% | +101.04% | 加碼 |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +14.18% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +21.49% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +11.37% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | -8.28% | 減碼 |
| 11 | AAPL | Apple Inc | +0.3% | -1.65% | 減碼 |
| 12 | IWN | Ishares Russell 2000 Value E | +0.3% | +101.85% | 加碼 |
| 13 | UTWO | F/m US Treasury 2 Year Note | +0.2% | +30.03% | 加碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +1.06% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.2% | -5.23% | 減碼 |
| 16 | HD | Home Depot Inc | +0.2% | +55.97% | 加碼 |
| 17 | BKLN | Invesco Senior Loan ETF | +0.2% | +39.97% | 加碼 |
| 18 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建倉 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +3.78% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.18% | 減碼 |
| 21 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | NEW | 新建倉 |
| 22 | SDVY | First Trust Smid Cap Rising | +0.1% | +46.74% | 加碼 |
| 23 | ✓ | Cyberark Software LTD. Cmn | +0.1% | NEW | 新建倉 |
| 24 | ROL | Rollins Inc | +0.1% | NEW | 新建倉 |
| 25 | TSLA | Tesla Inc | +0.1% | +10.14% | 加碼 |
| 26 | STX 3.5 06-01-28債券 | Seagate Hdd Cayman | +0.1% | NEW | 新建倉 |
| 27 | EME | Emcor Group Inc | +0.1% | +382.37% | 加碼 |
| 28 | WCN | Waste Connections Inc | +0.1% | +450.52% | 加碼 |
| 29 | IYW | Ishares Ustechnology ETF | +0.1% | +10.20% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | +17.92% | 加碼 |
| 31 | ARGX | Argenx Se - Adr | +0.1% | NEW | 新建倉 |
| 32 | CVNA | Carvana Co | +0.1% | NEW | 新建倉 |
| 33 | BKNG | Booking Holdings Inc | +0.1% | -5.53% | 減碼 |
| 34 | ORCL | Oracle CORP | +0.1% | +16.66% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | -0.61% | 減碼 |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +1.57% | 加碼 |
| 37 | HOOD | Robinhood Markets Inc - A | +0.1% | +5.94% | 加碼 |
| 38 | KKR | Kkr & Co Inc | +0.1% | +6.57% | 加碼 |
| 39 | NFLX | Netflix Inc | +0.1% | -0.73% | 減碼 |
| 40 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.77% | 加碼 |
| 41 | VST | Vistra CORP | +0.1% | NEW | 新建倉 |
| 42 | Z 2.75 05-15-25債券 | Zillow Group Inc | +0.1% | NEW | 新建倉 |
| 43 | FLR 1.125 08-15-29債券 | Fluor CORP | +0.1% | NEW | 新建倉 |
| 44 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.1% | NEW | 新建倉 |
| 45 | DIS | Walt Disney Co/the | +0.1% | +8.46% | 加碼 |
| 46 | WK 1.25 08-15-28債券 | Workiva Inc | +0.1% | NEW | 新建倉 |
| 47 | NOW | Servicenow Inc | +0.1% | -3.79% | 減碼 |
| 48 | NCLH 1.125 02-15-27債券 | Ncl Corporation LTD | +0.1% | +63.44% | 加碼 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +13.62% | 加碼 |
| 50 | BURL 1.25 12-15-27債券 | Burlington Stores Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Central Pacific Bank - Trust Division 在 Q4 2024 季度的美股持倉總市值約為 US$9.5億，共申報了 884 個公開持股部位。
在 Q4 2024 季度，Central Pacific Bank - Trust Division 按市值排列的前三大核心持股分別為：IVV (8.2%)、MSFT (3.2%)、SPY (3.1%)。其中最大持股部位 IVV 佔據整體投資組合約 8.2% 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
DYNF
市值: US$480.3萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$368.8萬
在 Q4 2024 季度中，Central Pacific Bank - Trust Division 共進行了 193 項持倉異動，包含新建倉 28 個部位、加碼 49 個部位、減碼 91 個部位以及清倉 25 個部位。 其中最大新建倉標的為 DYNF。 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。