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: 0001954093
申報總市值
US$7.9億
US$7.9億
1088 檔
15.5%
截至 Q3 2025 季度末，Colonial Trust Co / SC 的美股持倉估值約為 US$7.9億，全數申報部位共有 1088 檔。
在 Q3 2025，Colonial Trust Co / SC 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 31 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, IVV）占據了總市值的 15.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1088 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 | 5.20% | +0.24% | -0.42% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.24% | +2.57% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.80% | +0.16% | +13.41% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.25% | -0.03% | +1.87% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | +0.16% | +3.92% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | +0.16% | +3.39% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 1.85% | -0.09% | +1.93% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.83% | +0.08% | +5.08% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.81% | +0.40% | +0.54% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.48% | +0.01% | +2.13% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.02% | +0.93% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.40% | -0.17% | +3.71% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.35% | +0.02% | -0.86% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.29% | -0.16% | +5.11% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | -0.06% | +10.49% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.26% | -0.27% | +0.75% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.25% | +1.00% | +5.68% | |
| 18 | ETN | Eaton Corporation plc | 股票-工業 | 1.21% | +0.10% | +2.24% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.20% | +0.11% | +0.27% | |
| 20 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 1.20% | -0.05% | +6.88% | |
| 21 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.13% | +0.01% | — | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.10% | -0.18% | +0.26% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.13% | +2.77% | |
| 24 | HUM | Humana Inc | 股票-醫療保健 | 0.98% | +0.70% | -3.44% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 0.97% | -0.11% | +1.21% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | -0.05% | +0.21% | |
| 27 | WM | Waste Management Inc | 股票-工業 | 0.95% | -0.10% | +3.31% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.93% | +0.01% | +2.52% | |
| 29 | BX | Blackstone Inc | 股票-金融 | 0.93% | -0.03% | +1.54% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.92% | -0.01% | -0.70% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.91% | — | +0.00% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.91% | -0.14% | +3.02% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.85% | -0.05% | +9.10% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.28% | -0.61% | |
| 35 | TT | Trane Technologies plc | 股票-工業 | 0.78% | +0.03% | -0.25% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +1.12% | -1.40% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.78% | -0.07% | +0.60% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | -0.02% | +0.40% | |
| 39 | IQLT | Ishares Msci International Q | ETF-其他 | 0.74% | +0.02% | +3.35% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.71% | -0.07% | +0.63% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.67% | -0.24% | -0.64% | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.67% | -0.06% | -0.11% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.31% | +0.95% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.63% | -0.05% | +5.03% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | -0.13% | -12.89% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.59% | -0.15% | +1.12% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.58% | -0.08% | +27.44% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.56% | -0.11% | -5.41% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | -0.11% | -0.32% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.55% | +0.08% | +4.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FCNCA | First Citizens Bcshs -cl A | +1.1% | — | 加碼 |
| 2 | ORCL | Oracle CORP | +0.8% | +1.93% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.7% | +2.57% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.7% | +3.92% | 加碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +13.41% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.39% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +431.40% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.87% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.3% | +43.43% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.3% | +2068.69% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +0.27% | 減碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +2.52% | 減碼 |
| 13 | ETN | Eaton Corporation plc | +0.2% | +2.24% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +5.11% | 加碼 |
| 15 | VIK | Viking Holdings Ltd | +0.2% | +11.02% | 加碼 |
| 16 | UBER | Uber Technologies Inc | +0.2% | +28.08% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.2% | -1.35% | 加碼 |
| 18 | WMB | Williams Cos Inc | +0.2% | +120.42% | 加碼 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.2% | +84.84% | 加碼 |
| 20 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +49.17% | 加碼 |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +10.49% | 加碼 |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +27.44% | 加碼 |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +79.38% | 加碼 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -1.40% | 減碼 |
| 25 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +24.97% | 加碼 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +8.33% | 加碼 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +5.68% | 加碼 |
| 28 | BX | Blackstone Inc | +0.1% | +1.54% | 加碼 |
| 29 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +18.94% | 加碼 |
| 30 | TJX | Tjx Companies Inc | +0.1% | +3.02% | 加碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +5.08% | 加碼 |
| 32 | IQLT | Ishares Msci International Q | +0.1% | +3.35% | 加碼 |
| 33 | DGRO | Ishares Core Dividend Growth | 0% | +2.13% | 加碼 |
| 34 | TT | Trane Technologies plc | 0% | -0.25% | 減碼 |
| 35 | WMT | Walmart Inc | 0% | +0.75% | 減碼 |
| 36 | JNJ | Johnson & Johnson | — | +3.71% | 加碼 |
| 37 | HSY | Hershey Co/the | -0.2% | -28.90% | 減碼 |
| 38 | ADBE | Adobe Inc | -0.2% | -59.81% | 減碼 |
| 39 | RY | Royal Bank Of Canada | -0.2% | +0.07% | 減碼 |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | -0.2% | -98.57% | 減碼 |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -23.52% | 減碼 |
| 42 | COP | Conocophillips | -0.3% | -2.08% | 減碼 |
| 43 | ACN | Accenture plc | -0.3% | -0.64% | 加碼 |
| 44 | XOM | Exxon Mobil CORP | -0.3% | -4.35% | 減碼 |
| 45 | FDX | Fedex CORP | -0.3% | -3.79% | 減碼 |
| 46 | PEP | Pepsico Inc | -0.3% | -12.89% | 減碼 |
| 47 | AAPL | Apple Inc | -0.5% | -0.42% | 減碼 |
| 48 | LLY | Eli Lilly & Co | -0.5% | +0.54% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | -25.87% | 減碼 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Colonial Trust Co / SC 在 Q3 2025 季度的美股持倉總市值約為 US$7.9億，共申報了 1088 個公開持股部位。
在 Q3 2025 季度，Colonial Trust Co / SC 按市值排列的前三大核心持股分別為：AAPL (5.2%)、MSFT (4.3%)、IVV (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
ASML
市值: US$135.6萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3636.9萬
在 Q3 2025 季度中，Colonial Trust Co / SC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 31 個部位、減碼 18 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ASML。
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。