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: 0001601539
申報總市值
US$6.9億
US$6.9億
366 檔
16.7%
在 Q1 2025 申報期間，CHICAGO TRUST Co NA（CIK: 0001601539）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$6.9億，共持有 366 個公開申報部位。
CHICAGO TRUST Co NA 於 Q1 2025 展現出進攻型調倉步調，本季推動了 47 檔股票的新建倉與 0 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，CHICAGO TRUST Co NA 的前 5 大核心持股（包含 AAPL, KENILWORTH INVESTORS L.P., MSFT 等）合計佔整體申報市值的 16.7%，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 366 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 | AAPL | Apple Inc | 股票-科技 | 5.76% | +0.18% | -1.82% | |
| 2 | ✓ | Kenilworth Investors L.p. | 股票-其他 | 5.02% | — | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.53% | -0.31% | -3.24% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.77% | +0.21% | +3.97% | |
| 5 | ✓ | Kenilworth Investors Ii | 股票-其他 | 2.39% | — | — | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.35% | -0.13% | -0.85% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.32% | +0.11% | -1.75% | |
| 8 | ✓ | Lfi Capital Account | 股票-其他 | 2.18% | -0.13% | — | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.68% | +0.13% | -0.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | +0.03% | -5.48% | |
| 11 | ✓ | Ap Properties LTD | 股票-其他 | 1.35% | — | — | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.22% | -0.02% | +2.23% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -0.51% | -2.12% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.06% | -0.11% | -0.95% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.03% | +0.06% | -5.24% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.99% | +0.09% | -4.19% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | +0.22% | -2.47% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.35% | -1.82% | |
| 19 | ✓ | Shad LLC | 股票-其他 | 0.92% | — | — | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.21% | -1.34% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.89% | -0.10% | +3.69% | |
| 22 | MCK | Mckesson CORP | 股票-醫療保健 | 0.88% | -0.18% | +0.18% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.85% | +0.19% | -0.10% | |
| 24 | CB | Chubb Limited | 股票-金融 | 0.82% | -0.05% | -2.63% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.13% | +4.84% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.04% | -5.12% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | +0.06% | -2.66% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | -0.04% | -4.14% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.30% | +10.84% | |
| 30 | ADP | Automatic Data Processing | 股票-科技 | 0.65% | -0.01% | +3.93% | |
| 31 | ✓ | Barrington Lakes Lllp | 股票-其他 | 0.64% | — | — | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.64% | -0.07% | +5.14% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.63% | — | -3.09% | |
| 34 | UNP | Union Pacific CORP | 股票-工業 | 0.59% | +0.04% | -0.78% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.06% | +0.36% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.09% | -1.80% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.58% | -0.04% | +0.38% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.03% | — | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.02% | +0.54% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.55% | -0.17% | +2.37% | |
| 41 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.55% | -0.11% | -1.23% | |
| 42 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.53% | -0.04% | +0.18% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.04% | +0.52% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.52% | -0.03% | — | |
| 45 | ✓ | Mason Grand Apartments | 股票-其他 | 0.51% | — | — | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.21% | +12.84% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.49% | -0.14% | -3.06% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.48% | -0.06% | -3.21% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.48% | -0.12% | -2.61% | |
| 50 | ACN | Accenture plc | 股票-科技 | 0.48% | -0.04% | -0.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | 新建倉 |
| 2 | ✓ | Kenilworth Investors L.p. | — | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 5 | ✓ | Kenilworth Investors Ii | — | NEW | 新建倉 |
| 6 | ABT | Abbott Laboratories | — | NEW | 新建倉 |
| 7 | ABBV | Abbvie Inc | — | NEW | 新建倉 |
| 8 | ✓ | Lfi Capital Account | — | NEW | 新建倉 |
| 9 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 11 | ✓ | Ap Properties LTD | — | NEW | 新建倉 |
| 12 | V | Visa Inc-class A Shares | — | NEW | 新建倉 |
| 13 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 14 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 15 | AXP | American Express Co | — | NEW | 新建倉 |
| 16 | UNH | Unitedhealth Group Inc | — | NEW | 新建倉 |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 18 | CVX | Chevron CORP | — | NEW | 新建倉 |
| 19 | ✓ | Shad LLC | — | — | 不變 |
| 20 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 21 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 22 | MCK | Mckesson CORP | — | NEW | 新建倉 |
| 23 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 24 | CB | Chubb Limited | — | NEW | 新建倉 |
| 25 | META | Meta Platforms Inc-class A | — | NEW | 新建倉 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建倉 |
| 27 | BAC | Bank Of America CORP | — | NEW | 新建倉 |
| 28 | MRK | Merck & Co. Inc. | — | NEW | 新建倉 |
| 29 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 30 | ADP | Automatic Data Processing | — | NEW | 新建倉 |
| 31 | ✓ | Barrington Lakes Lllp | — | — | 不變 |
| 32 | PEP | Pepsico Inc | — | NEW | 新建倉 |
| 33 | PM | Philip Morris International | — | NEW | 新建倉 |
| 34 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 35 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 36 | MCD | Mcdonald's CORP | — | NEW | 新建倉 |
| 37 | HON | Honeywell International Inc | — | NEW | 新建倉 |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新建倉 |
| 39 | PG | Procter & Gamble Co/the | — | NEW | 新建倉 |
| 40 | SHEL | Shell Plc-adr | — | NEW | 新建倉 |
| 41 | BSX | Boston Scientific CORP | — | NEW | 新建倉 |
| 42 | PEG | Public Service Enterprise Gp | — | NEW | 新建倉 |
| 43 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 44 | PGR | Progressive CORP | — | NEW | 新建倉 |
| 45 | ✓ | Mason Grand Apartments | — | — | 不變 |
| 46 | CSCO | Cisco Systems Inc | — | NEW | 新建倉 |
| 47 | VZ | Verizon Communications Inc | — | NEW | 新建倉 |
| 48 | SYK | Stryker CORP | — | NEW | 新建倉 |
| 49 | LMT | Lockheed Martin CORP | — | NEW | 新建倉 |
| 50 | ACN | Accenture plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，CHICAGO TRUST Co NA 在 Q1 2025 季度的美股持倉總市值約為 US$6.9億，共申報了 366 個公開持股部位。
在 Q1 2025 季度，CHICAGO TRUST Co NA 按市值排列的前三大核心持股分別為：AAPL (5.8%)、KENILWORTH INVESTORS L.P. (5.0%)、MSFT (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.8% 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
AAPL
市值: US$3250.4萬
在 Q1 2025 季度中，CHICAGO TRUST Co NA 共進行了 47 項持倉異動，包含新建倉 47 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AAPL。
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。