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: 0001948632
申報總市值
US$6.6億
US$6.6億
100 檔
22.2%
截至 Q1 2025 季度末，Citizens Business Bank 的美股持倉估值約為 US$6.6億，全數申報部位共有 100 檔。
在 Q1 2025，Citizens Business Bank 展現出較為審慎的避險與獲利了結姿態。本季共減碼 29 個部位並完全清倉 5 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 IWR, VEA, NVDA）占據了總市值的 22.2%，展現出該機構在 Q1 2025 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 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 11.56% | +0.18% | -0.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 9.35% | -0.14% | +2.26% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.96% | +0.17% | +0.32% | |
| 4 | FPEI | First Trust Institutional Pr | ETF-其他 | 3.80% | — | -5.99% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.36% | +0.13% | +0.36% | |
| 6 | CVBF | Cvb Financial CORP | 股票-其他 | 2.76% | +0.15% | -7.02% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.47% | -0.66% | +0.27% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.14% | +0.32% | -0.37% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.16% | +0.68% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.89% | +0.11% | -49.95% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.85% | -0.02% | -3.08% | |
| 12 | PWR | Quanta Services Inc | 股票-工業 | 1.82% | +0.48% | -50.04% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.05% | -1.10% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.73% | +0.05% | +1.74% | |
| 15 | LNG | Cheniere Energy Inc | 股票-能源 | 1.71% | -0.95% | +0.46% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.60% | +0.03% | +1.75% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.52% | +0.21% | +2.48% | |
| 18 | FANG | Diamondback Energy Inc | 股票-能源 | 1.49% | -0.23% | +0.87% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.40% | +0.07% | -3.29% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.40% | +0.02% | -1.02% | |
| 21 | FCAL | First Trust California Munic | ETF-其他 | 1.30% | -0.06% | -4.51% | |
| 22 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.26% | +0.03% | -50.39% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.26% | +0.13% | -1.85% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.24% | +0.08% | +0.45% | |
| 25 | MSI | Motorola Solutions Inc | 股票-科技 | 1.20% | — | -0.37% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.18% | +0.07% | +1.68% | |
| 27 | UBER | Uber Technologies Inc | 股票-工業 | 1.17% | -0.11% | -49.81% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.35% | +0.64% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.14% | -0.15% | -49.74% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.28% | -0.25% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.19% | -44.59% | |
| 32 | D | Dominion Energy Inc | 股票-公用事業 | 1.04% | -0.01% | -0.15% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 1.02% | -0.07% | +0.30% | |
| 34 | EXPE | Expedia Group Inc | 股票-循環性消費 | 1.00% | -0.01% | -1.39% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 1.00% | +0.02% | -0.67% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.94% | — | +0.50% | |
| 37 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.93% | +0.66% | -48.50% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.26% | +2.15% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.86% | -0.03% | +506.17% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.85% | -0.55% | -0.85% | |
| 41 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.83% | -0.77% | EXIT | |
| 42 | USB | US Bancorp | 股票-金融 | 0.82% | +0.04% | -0.58% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.77% | -0.07% | +53.14% | |
| 44 | EOG | Eog Resources Inc | 股票-能源 | 0.77% | — | +1.46% | |
| 45 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.72% | — | -0.58% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.72% | -0.09% | -1.15% | |
| 47 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.72% | — | +2.15% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.67% | -0.08% | +1.21% | |
| 49 | VLTO | Veralto CORP | 股票-工業 | 0.66% | -0.06% | +0.91% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.64% | -0.14% | +3.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.9% | +2.26% | 加碼 |
| 2 | IWR | Ishares Russell Mid-cap ETF | +1.2% | -0.05% | 減碼 |
| 3 | REGN | Regeneron Pharmaceuticals | +0.8% | NEW | 新建倉 |
| 4 | MRK | Merck & Co. Inc. | +0.7% | +506.17% | 加碼 |
| 5 | CL | Colgate-palmolive Co | +0.6% | NEW | 新建倉 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.6% | +0.27% | 加碼 |
| 7 | ABBV | Abbvie Inc | +0.4% | -1.02% | 減碼 |
| 8 | LNG | Cheniere Energy Inc | +0.3% | +0.46% | 加碼 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.3% | -3.08% | 減碼 |
| 10 | FPEI | First Trust Institutional Pr | +0.3% | -5.99% | 減碼 |
| 11 | CVX | Chevron CORP | +0.3% | +0.64% | 加碼 |
| 12 | DHR | Danaher CORP | +0.3% | +53.14% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +1.75% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +2.15% | 加碼 |
| 15 | VZ | Verizon Communications Inc | +0.2% | +3.69% | 加碼 |
| 16 | MCD | Mcdonald's CORP | +0.2% | -0.85% | 減碼 |
| 17 | FCAL | First Trust California Munic | +0.1% | -4.51% | 減碼 |
| 18 | AAPL | Apple Inc | +0.1% | +0.36% | 加碼 |
| 19 | MSI | Motorola Solutions Inc | +0.1% | -0.37% | 減碼 |
| 20 | MSFT | Microsoft CORP | +0.1% | +0.68% | 加碼 |
| 21 | IWM | Ishares Russell 2000 ETF | 0% | -1.85% | 減碼 |
| 22 | EXPE | Expedia Group Inc | 0% | -1.39% | 減碼 |
| 23 | LMT | Lockheed Martin CORP | 0% | -1.28% | 減碼 |
| 24 | IJR | Ishares Core S&p Small-cap E | 0% | -3.29% | 減碼 |
| 25 | USB | US Bancorp | 0% | -0.58% | 減碼 |
| 26 | DIS | Walt Disney Co/the | 0% | -1.15% | 減碼 |
| 27 | IR | Ingersoll-rand Inc | 0% | +0.04% | 加碼 |
| 28 | AMZN | Amazon.com Inc | — | -1.10% | 減碼 |
| 29 | DELL | Dell Technologies -c | -0.1% | +1.13% | 加碼 |
| 30 | PG | Procter & Gamble Co/the | -0.1% | -30.20% | 減碼 |
| 31 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -60.20% | 減碼 |
| 32 | CVBF | Cvb Financial CORP | -0.1% | -7.02% | 減碼 |
| 33 | ULTA | Ulta Beauty Inc | -0.1% | -18.32% | 減碼 |
| 34 | NYF | Ishares New York Muni Bond E | -0.2% | EXIT | 清倉 |
| 35 | NVDA | Nvidia CORP | -0.3% | +0.32% | 加碼 |
| 36 | MRVL | Marvell Technology Inc | -0.3% | -1.05% | 減碼 |
| 37 | QCOM | Qualcomm Inc | -0.4% | -48.14% | 減碼 |
| 38 | IQV | Iqvia Holdings Inc | -0.4% | EXIT | 清倉 |
| 39 | CMCSA | Comcast Corp-class A | -0.4% | EXIT | 清倉 |
| 40 | AVGO | Broadcom Inc | -0.4% | -0.37% | 減碼 |
| 41 | SNOW | Snowflake Inc | -0.5% | -48.58% | 減碼 |
| 42 | UBER | Uber Technologies Inc | -0.5% | -49.81% | 減碼 |
| 43 | STZ | Constellation Brands Inc-a | -0.6% | EXIT | 清倉 |
| 44 | SCHW | Schwab (charles) CORP | -0.7% | -49.74% | 減碼 |
| 45 | PANW | Palo Alto Networks Inc | -0.7% | -48.50% | 減碼 |
| 46 | TRV | Travelers Cos Inc/the | -0.7% | -50.39% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -1% | -44.59% | 減碼 |
| 48 | CRM | Salesforce Inc | -1.3% | EXIT | 清倉 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.5% | -49.95% | 減碼 |
| 50 | PWR | Quanta Services Inc | -2.1% | -50.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Citizens Business Bank 在 Q1 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 100 個公開持股部位。
在 Q1 2025 季度，Citizens Business Bank 按市值排列的前三大核心持股分別為：IWR (11.6%)、VEA (9.3%)、NVDA (4.0%)。其中最大持股部位 IWR 佔據整體投資組合約 11.6% 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
REGN
市值: US$381.2萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$692.4萬
在 Q1 2025 季度中，Citizens Business Bank 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 29 個部位以及清倉 5 個部位。 其中最大新建倉標的為 REGN。 本季清倉部位包含 CRM。
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。