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: 0001806425
申報總市值
US$6.8億
US$6.8億
344 檔
12.9%
根據最新整理的 13F 季度數據集，Citizens National Bank Trust Department 於 Q3 2024 結束時的管理資產規模為 US$6.8億。該機構在本季度申報了 344 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q3 2024，Citizens National Bank Trust Department 展現出較為審慎的避險與獲利了結姿態。本季共減碼 30 個部位並完全清倉 0 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Citizens National Bank Trust Department 的前 5 大持股（包含 AAPL, GOOG, AVGO）貢獻了組合市值的 12.9%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 344 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 | 6.05% | +0.02% | -0.35% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.49% | +0.40% | -0.79% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.18% | +0.22% | +876.19% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.19% | +0.02% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.53% | +0.05% | +4.94% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 2.19% | -0.85% | -1.02% | |
| 7 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.19% | +0.26% | -0.22% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.94% | -0.14% | -8.44% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.92% | -0.21% | -0.68% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 1.92% | +0.05% | -1.03% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.90% | +0.04% | +9.24% | |
| 12 | AFL | Aflac Inc | 股票-金融 | 1.86% | -0.10% | -0.26% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.81% | -0.12% | -0.60% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.78% | +0.72% | -0.35% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.04% | -0.11% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.75% | +0.07% | -0.82% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.64% | +0.01% | -0.35% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 1.62% | -0.08% | -2.53% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.62% | +0.03% | +0.48% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.60% | -0.60% | +0.01% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.55% | -0.18% | -1.12% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 1.47% | +1.55% | +1.06% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.39% | -0.21% | -0.37% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.36% | -0.21% | -0.52% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.33% | -0.25% | -1.62% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.04% | +3.34% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.22% | -0.07% | +0.29% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.13% | -0.06% | -0.71% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 1.11% | -0.32% | — | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 1.01% | -0.04% | -0.71% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.99% | -0.07% | +0.23% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.97% | -0.03% | -0.78% | |
| 33 | INTF | Ishares International Equity | ETF-其他 | 0.97% | -0.05% | -2.23% | |
| 34 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.77% | -0.02% | +2.29% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 0.76% | -0.15% | -1.64% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.75% | -0.07% | +0.75% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.73% | -0.05% | -50.00% | |
| 38 | NOW | Servicenow Inc | 股票-科技 | 0.71% | -0.08% | -1.10% | |
| 39 | MO | Altria Group Inc | 股票-非循環性消費 | 0.70% | -0.03% | -3.44% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.70% | -0.05% | -0.53% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.67% | +0.10% | -1.52% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.66% | -0.07% | -0.96% | |
| 43 | FDX | Fedex CORP | 股票-工業 | 0.64% | -0.14% | -0.23% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工業 | 0.64% | -0.02% | -0.24% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.63% | -0.13% | -0.05% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | — | — | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.61% | -0.09% | -2.80% | |
| 48 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | -0.02% | -4.33% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | +0.23% | -0.61% | |
| 50 | AEP | American Electric Power | 股票-公用事業 | 0.59% | -0.05% | +1.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AFL | Aflac Inc | +0.3% | -0.26% | 減碼 |
| 2 | MU | Micron Technology Inc | +0.3% | NEW | 新建倉 |
| 3 | VST | Vistra CORP | +0.3% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +0.2% | -0.35% | 減碼 |
| 5 | LOW | Lowe's Cos Inc | +0.2% | -1.12% | 減碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.2% | -0.22% | 減碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | -0.35% | 減碼 |
| 8 | RTX | Rtx CORP | +0.2% | -0.37% | 減碼 |
| 9 | PM | Philip Morris International | +0.2% | -2.53% | 減碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | -0.52% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.48% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 13 | IAU | Ishares Gold Trust | +0.1% | +124.15% | 加碼 |
| 14 | HD | Home Depot Inc | +0.1% | -0.71% | 減碼 |
| 15 | DEO | Diageo Plc-sponsored Adr | +0.1% | +19.81% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.68% | 減碼 |
| 17 | KO | Coca-cola Co/the | +0.1% | +0.29% | 加碼 |
| 18 | ORCL | Oracle CORP | +0.1% | -0.53% | 減碼 |
| 19 | NOC | Northrop Grumman CORP | +0.1% | +3.74% | 加碼 |
| 20 | LNTH | Lantheus Holdings Inc | +0.1% | +2.38% | 加碼 |
| 21 | MCD | Mcdonald's CORP | +0.1% | -0.05% | 減碼 |
| 22 | CB | Chubb Limited | +0.1% | +0.23% | 加碼 |
| 23 | AEP | American Electric Power | +0.1% | +1.11% | 加碼 |
| 24 | DELL | Dell Technologies -c | +0.1% | +43.05% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | — | 不變 |
| 26 | NSC | Norfolk Southern CORP | +0.1% | -0.24% | 減碼 |
| 27 | TMUS | T-mobile US Inc | +0.1% | -0.04% | 減碼 |
| 28 | ICE | Intercontinental Exchange In | +0.1% | -0.26% | 減碼 |
| 29 | AEM | Agnico Eagle Mines LTD | +0.1% | -2.26% | 減碼 |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | -0.82% | 減碼 |
| 31 | NOW | Servicenow Inc | 0% | -1.10% | 減碼 |
| 32 | META | Meta Platforms Inc-class A | 0% | +1.62% | 加碼 |
| 33 | NVDA | Nvidia CORP | 0% | +9.24% | 加碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +3.34% | 加碼 |
| 35 | IJH | Ishares Core S&p Midcap ETF | — | -0.35% | 減碼 |
| 36 | ETN | Eaton Corporation plc | 0% | -1.03% | 減碼 |
| 37 | AVGO | Broadcom Inc | 0% | +876.19% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | -0.60% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | 0% | -0.11% | 減碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -8.44% | 減碼 |
| 41 | DG | Dollar General CORP | -0.1% | -27.94% | 減碼 |
| 42 | BA | Boeing Co/the | -0.1% | -3.22% | 減碼 |
| 43 | PSX | Phillips 66 | -0.1% | -1.64% | 減碼 |
| 44 | QCOM | Qualcomm Inc | -0.2% | -1.52% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.2% | -0.71% | 減碼 |
| 46 | CVX | Chevron CORP | -0.2% | +0.01% | 加碼 |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.02% | 加碼 |
| 48 | AMAT | Applied Materials Inc | -0.3% | +1.06% | 加碼 |
| 49 | GOOG | Alphabet Inc-cl C | -0.6% | -0.79% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -0.6% | -50.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Citizens National Bank Trust Department 在 Q3 2024 季度的美股持倉總市值約為 US$6.8億，共申報了 344 個公開持股部位。
在 Q3 2024 季度，Citizens National Bank Trust Department 按市值排列的前三大核心持股分別為：AAPL (6.0%)、GOOG (3.5%)、AVGO (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
MU
市值: US$128.0萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$2608.9萬
在 Q3 2024 季度中，Citizens National Bank Trust Department 共進行了 48 項持倉異動，包含新建倉 2 個部位、加碼 16 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 MU。
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。