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
376 檔
14.4%
Q2 2025 季度申報顯示，Citizens National Bank Trust Department 揭露的美股組合總市值為 US$6.8億，涵蓋 376 個不同之權益投資部位。
在 Q2 2025，Citizens National Bank Trust Department 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 27 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Citizens National Bank Trust Department 的前 5 大持股（包含 AAPL, AVGO, GOOG）貢獻了組合市值的 14.4%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 376 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 | 5.02% | +0.02% | -0.55% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.53% | +0.22% | -1.77% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.54% | +0.40% | -0.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.51% | -0.19% | -1.00% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.93% | +0.05% | +1.25% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | -0.04% | +3.69% | |
| 7 | PM | Philip Morris International | 股票-非循環性消費 | 2.30% | -0.08% | -0.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.00% | -0.14% | +0.99% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 1.91% | +0.05% | -0.58% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.84% | -0.85% | +0.32% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.04% | +1.11% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.65% | +0.01% | +2.27% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | -0.21% | -0.63% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.64% | +0.72% | -0.59% | |
| 15 | AFL | Aflac Inc | 股票-金融 | 1.63% | -0.10% | -0.30% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.63% | +0.07% | -1.51% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.04% | +0.18% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.54% | -0.21% | -0.30% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.53% | -0.12% | -1.14% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.51% | -0.60% | +1.12% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.50% | +0.03% | +2.85% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 1.29% | +1.55% | +0.06% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.27% | -0.32% | -0.19% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.21% | -0.18% | +0.65% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.13% | +0.26% | +1.78% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.12% | -0.07% | -0.71% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.10% | -0.21% | +0.14% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.00% | -0.25% | -0.60% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.98% | -0.07% | +6.11% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.95% | -0.05% | +6.23% | |
| 31 | CB | Chubb Limited | 股票-金融 | 0.93% | -0.07% | +0.78% | |
| 32 | INTF | Ishares International Equity | ETF-其他 | 0.92% | -0.05% | -1.23% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.91% | -0.03% | -0.91% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | -0.09% | +16.45% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.04% | -0.60% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.75% | -0.08% | -0.78% | |
| 37 | MO | Altria Group Inc | 股票-非循環性消費 | 0.74% | -0.03% | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | +0.23% | +1.24% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.73% | -0.05% | — | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.70% | -0.06% | -4.06% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.62% | -0.15% | -0.83% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.62% | -0.02% | -0.04% | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.59% | — | +2.95% | |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.58% | -0.06% | +4.73% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.57% | -0.13% | — | |
| 46 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.56% | -0.27% | -3.59% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | +0.10% | -3.22% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.55% | -0.01% | -1.01% | |
| 49 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.55% | -0.12% | -0.06% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.55% | -0.03% | +0.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -1.77% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.6% | -1.00% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.11% | 加碼 |
| 4 | ETN | Eaton Corporation plc | +0.3% | -0.58% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.3% | +6.23% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +3.69% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +16.45% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.25% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +0.06% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +6.11% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -0.61% | 減碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.24% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.2% | +2440.48% | 加碼 |
| 14 | VST | Vistra CORP | +0.2% | -5.18% | 減碼 |
| 15 | PM | Philip Morris International | +0.1% | -0.35% | 減碼 |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.59% | 減碼 |
| 17 | ANET | Arista Networks Inc | +0.1% | +140.99% | 加碼 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +46.28% | 加碼 |
| 19 | NOW | Servicenow Inc | +0.1% | -0.78% | 減碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +9.81% | 加碼 |
| 21 | DELL | Dell Technologies -c | +0.1% | +1.08% | 加碼 |
| 22 | INDA | Ishares Msci India ETF | +0.1% | +131.73% | 加碼 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +7.68% | 加碼 |
| 24 | UBER | Uber Technologies Inc | +0.1% | +5.35% | 加碼 |
| 25 | GDX | Vaneck Gold Miners ETF | +0.1% | +106.19% | 加碼 |
| 26 | BTI | British American Tob-sp Adr | +0.1% | +13.45% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | -0.08% | 減碼 |
| 28 | WMT | Walmart Inc | +0.1% | -0.19% | 減碼 |
| 29 | AXP | American Express Co | +0.1% | +0.23% | 加碼 |
| 30 | INTU | Intuit Inc | +0.1% | -2.62% | 減碼 |
| 31 | BA | Boeing Co/the | +0.1% | -1.17% | 減碼 |
| 32 | LHX | L3harris Technologies Inc | +0.1% | +5.17% | 加碼 |
| 33 | RTX | Rtx CORP | 0% | -0.30% | 減碼 |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.27% | 加碼 |
| 35 | INTF | Ishares International Equity | 0% | -1.23% | 減碼 |
| 36 | MDT | Medtronic plc | -0.1% | -22.85% | 減碼 |
| 37 | BMY | Bristol-myers Squibb Co | -0.1% | -0.39% | 減碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | +4.38% | 加碼 |
| 39 | DEO | Diageo Plc-sponsored Adr | -0.1% | -33.88% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.2% | -4.06% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.2% | -0.60% | 減碼 |
| 42 | AFL | Aflac Inc | -0.2% | -0.30% | 減碼 |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -1.14% | 減碼 |
| 44 | ABBV | Abbvie Inc | -0.3% | +2.85% | 加碼 |
| 45 | JNJ | Johnson & Johnson | -0.3% | -0.63% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.3% | +0.32% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.99% | 加碼 |
| 48 | CVX | Chevron CORP | -0.4% | +1.12% | 加碼 |
| 49 | AAPL | Apple Inc | -0.8% | -0.55% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.9% | +1.78% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Citizens National Bank Trust Department 在 Q2 2025 季度的美股持倉總市值約為 US$6.8億，共申報了 376 個公開持股部位。
在 Q2 2025 季度，Citizens National Bank Trust Department 按市值排列的前三大核心持股分別為：AAPL (5.0%)、AVGO (4.5%)、GOOG (3.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.0% 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。
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$2742.7萬
在 Q2 2025 季度中，Citizens National Bank Trust Department 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 27 個部位、減碼 23 個部位以及清倉 0 個部位。
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。