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
351 檔
14.6%
在 Q4 2024 申報期間，Citizens National Bank Trust Department（CIK: 0001806425）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$6.8億，共持有 351 個公開申報部位。
數據顯示 Citizens National Bank Trust Department 於 Q4 2024 季度持續回收資金，對 34 個既有部位進行裁減並清倉 0 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 AAPL, AVGO, GOOG）累計市值佔比達 14.6%，是驅動 Citizens National Bank Trust Department 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 351 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 | 6.53% | +0.02% | -0.07% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.24% | +0.22% | -1.14% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.01% | +0.40% | +0.43% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | -0.19% | +0.94% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.00% | +0.05% | +0.12% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | +0.04% | -4.60% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | -0.04% | -1.08% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.94% | -0.14% | +0.95% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.94% | -0.85% | -4.05% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.90% | +0.26% | -0.41% | |
| 11 | ETN | Eaton Corporation plc | 股票-工業 | 1.89% | +0.05% | -1.83% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.76% | +0.07% | +1.47% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.73% | -0.12% | -2.01% | |
| 14 | AFL | Aflac Inc | 股票-金融 | 1.71% | -0.10% | -0.72% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.70% | +0.01% | +2.93% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.67% | -0.21% | -2.68% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.63% | +0.72% | -1.73% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 1.61% | -0.08% | -0.30% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.57% | -0.60% | -0.38% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.52% | +0.04% | -0.17% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.46% | +0.03% | -0.18% | |
| 22 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.43% | -0.18% | +0.33% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.31% | -0.21% | -2.28% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.24% | -0.32% | +0.05% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 1.20% | +1.55% | +0.95% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.19% | -0.25% | -0.58% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.15% | -0.21% | -1.24% | |
| 28 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.05% | -0.07% | -1.44% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.98% | -0.06% | -1.55% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.04% | -1.87% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.94% | -0.03% | -0.52% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.92% | -0.07% | -3.84% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.87% | -0.07% | -0.21% | |
| 34 | NOW | Servicenow Inc | 股票-科技 | 0.85% | -0.08% | -0.16% | |
| 35 | INTF | Ishares International Equity | ETF-其他 | 0.85% | -0.05% | -4.73% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.72% | -0.05% | — | |
| 37 | MO | Altria Group Inc | 股票-非循環性消費 | 0.71% | -0.03% | -2.29% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.05% | -0.79% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.66% | -0.15% | -1.27% | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.65% | -0.14% | -1.61% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.65% | +0.23% | -4.39% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.61% | -0.02% | — | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | -0.13% | — | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.60% | +0.10% | -1.17% | |
| 45 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.58% | -0.02% | -1.26% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.58% | — | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.58% | -0.01% | -0.14% | |
| 48 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.57% | -0.12% | -1.28% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.56% | -0.09% | +5.73% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | -0.03% | -1.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -1.14% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +0.43% | 加碼 |
| 3 | AAPL | Apple Inc | +0.5% | -0.07% | 減碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +0.12% | 加碼 |
| 5 | AER | AerCap Holdings N.V. | +0.3% | NEW | 新建倉 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.08% | 減碼 |
| 7 | C | Citigroup Inc | +0.2% | +4076.76% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.2% | -0.17% | 減碼 |
| 9 | BTI | British American Tob-sp Adr | +0.2% | +12414.21% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.1% | -0.16% | 減碼 |
| 11 | WMT | Walmart Inc | +0.1% | +0.05% | 加碼 |
| 12 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建倉 |
| 13 | VST | Vistra CORP | +0.1% | +25.34% | 加碼 |
| 14 | DIS | Walt Disney Co/the | +0.1% | -0.21% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | -4.60% | 減碼 |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +19.06% | 加碼 |
| 17 | DELL | Dell Technologies -c | +0.1% | +21.77% | 加碼 |
| 18 | TJX | Tjx Companies Inc | -0.1% | -39.70% | 減碼 |
| 19 | NEM | Newmont CORP | -0.1% | -9.65% | 減碼 |
| 20 | TSCO | Tractor Supply Company | -0.1% | +384.98% | 加碼 |
| 21 | PFE | Pfizer Inc | -0.1% | -12.00% | 減碼 |
| 22 | GD | General Dynamics CORP | -0.1% | — | 不變 |
| 23 | KHC | Kraft Heinz Co/the | -0.1% | -34.15% | 減碼 |
| 24 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | +2.32% | 加碼 |
| 25 | HD | Home Depot Inc | -0.1% | -1.87% | 減碼 |
| 26 | CB | Chubb Limited | -0.1% | -3.84% | 減碼 |
| 27 | QCOM | Qualcomm Inc | -0.1% | -1.17% | 減碼 |
| 28 | STZ | Constellation Brands Inc-a | -0.1% | -2.62% | 減碼 |
| 29 | PG | Procter & Gamble Co/the | -0.1% | -2.01% | 減碼 |
| 30 | RTX | Rtx CORP | -0.1% | -2.28% | 減碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.08% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | -0.1% | -6.10% | 減碼 |
| 33 | AEP | American Electric Power | -0.1% | -5.26% | 減碼 |
| 34 | PSX | Phillips 66 | -0.1% | -1.27% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | +0.33% | 加碼 |
| 36 | INTF | Ishares International Equity | -0.1% | -4.73% | 減碼 |
| 37 | MDLZ | Mondelez International Inc-a | -0.1% | -5.67% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.1% | -4.20% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.1% | -0.58% | 減碼 |
| 40 | CAT | Caterpillar Inc | -0.2% | -1.73% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.2% | -1.55% | 減碼 |
| 42 | AFL | Aflac Inc | -0.2% | -0.72% | 減碼 |
| 43 | ABBV | Abbvie Inc | -0.2% | -0.18% | 減碼 |
| 44 | KO | Coca-cola Co/the | -0.2% | -1.44% | 減碼 |
| 45 | FCX | Freeport-mcmoran Inc | -0.2% | -1.26% | 減碼 |
| 46 | NEE | Nextera Energy Inc | -0.2% | -1.24% | 減碼 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -4.05% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.3% | -2.68% | 減碼 |
| 49 | AMAT | Applied Materials Inc | -0.3% | +0.95% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.3% | -0.41% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Citizens National Bank Trust Department 在 Q4 2024 季度的美股持倉總市值約為 US$6.8億，共申報了 351 個公開持股部位。
在 Q4 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 (6.5%)、AVGO (4.2%)、GOOG (4.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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
AER
市值: US$121.3萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$2876.0萬
在 Q4 2024 季度中，Citizens National Bank Trust Department 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 13 個部位、減碼 34 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AER。
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。