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: 0001654847
申報總市值
US$5.5億
US$5.5億
143 檔
20.0%
在 Q2 2025 申報期間，Community Bank & Trust, Waco, Texas（CIK: 0001654847）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$5.5億，共持有 143 個公開申報部位。
在 Q2 2025 期間，Community Bank & Trust, Waco, Texas 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
在資產配置集中度方面，Community Bank & Trust, Waco, Texas 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 20.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.79% | +0.08% | -0.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.05% | -0.37% | -1.30% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.85% | +0.03% | -0.53% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.30% | -0.05% | +0.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.17% | -0.25% | -0.37% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 2.61% | -0.57% | -0.17% | |
| 7 | BX | Blackstone Inc | 股票-金融 | 2.57% | -0.26% | -0.14% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.53% | +0.02% | -1.15% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.38% | +0.07% | +0.08% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.19% | +1.05% | +0.20% | |
| 11 | LMT | Lockheed Martin CORP | 股票-工業 | 2.17% | -0.64% | -0.23% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 2.07% | -0.82% | -0.47% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | +0.28% | -0.01% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.89% | -0.24% | +0.20% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.89% | -0.17% | +0.29% | |
| 16 | VLO | Valero Energy CORP | 股票-能源 | 1.78% | -0.20% | +0.59% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.67% | -0.35% | +0.56% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.67% | +0.53% | +0.22% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.58% | -0.07% | -0.04% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.52% | -0.57% | +0.69% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | +0.11% | -1.20% | |
| 22 | GD | General Dynamics CORP | 股票-工業 | 1.46% | -0.13% | +2.27% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.45% | +0.03% | -0.35% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 1.37% | -0.17% | +0.73% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.29% | -0.31% | -2.74% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.25% | -0.19% | +0.09% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.24% | -0.02% | +0.11% | |
| 28 | PAYX | Paychex Inc | 股票-科技 | 1.18% | -0.05% | +0.32% | |
| 29 | PRU | Prudential Financial Inc | 股票-金融 | 1.15% | -0.02% | +0.65% | |
| 30 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.15% | +0.13% | -0.66% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.13% | -0.18% | -0.13% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.98% | +0.22% | +0.32% | |
| 33 | MO | Altria Group Inc | 股票-非循環性消費 | 0.96% | -0.04% | +0.76% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 0.92% | -0.24% | +1.17% | |
| 35 | MCHP | Microchip Technology Inc | 股票-科技 | 0.87% | +0.19% | -3.01% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.87% | -0.20% | -1.50% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.83% | -0.19% | +1.45% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.82% | -0.07% | -1.97% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.05% | -0.17% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.10% | -0.83% | |
| 41 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.64% | -0.02% | -2.38% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.64% | -0.02% | +0.43% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.64% | -0.05% | -1.49% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | -0.01% | — | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | -0.04% | +0.20% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.62% | -0.05% | +1.12% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.02% | +1.39% | |
| 48 | BLK | Blackrock Inc | 股票-金融 | 0.53% | -0.04% | +1.28% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +2.43% | -0.21% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.51% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.53% | 減碼 |
| 2 | MSFT | Microsoft CORP | +1% | -1.30% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | -1.20% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +0.20% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.3% | +0.08% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.3% | +0.20% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.3% | -0.17% | 減碼 |
| 8 | MCHP | Microchip Technology Inc | +0.2% | -3.01% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | -1.15% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | -0.17% | 減碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.01% | 減碼 |
| 12 | MU | Micron Technology Inc | +0.1% | -0.21% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.22% | 加碼 |
| 14 | STX | Seagate Technology Holdings plc | +0.1% | +2.16% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | +0.1% | -2.38% | 減碼 |
| 16 | AMD | Advanced Micro Devices | +0.1% | +0.14% | 加碼 |
| 17 | CEG | Constellation Energy | +0.1% | — | 不變 |
| 18 | BX | Blackstone Inc | +0.1% | -0.14% | 減碼 |
| 19 | GD | General Dynamics CORP | +0.1% | +2.27% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -0.83% | 減碼 |
| 21 | PM | Philip Morris International | +0.1% | — | 不變 |
| 22 | INTU | Intuit Inc | +0.1% | +0.19% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 24 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建倉 |
| 25 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建倉 |
| 26 | BLK | Blackrock Inc | 0% | +1.28% | 加碼 |
| 27 | CSX | Csx CORP | 0% | +0.50% | 加碼 |
| 28 | LMT | Lockheed Martin CORP | 0% | -0.23% | 減碼 |
| 29 | EPD | Enterprise Products Partners | -0.1% | EXIT | 清倉 |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | EXIT | 清倉 |
| 31 | WEC | Wec Energy Group Inc | -0.1% | EXIT | 清倉 |
| 32 | DOW | Dow Inc | -0.1% | -0.32% | 減碼 |
| 33 | COP | Conocophillips | -0.1% | +1.49% | 加碼 |
| 34 | GPN | Global Payments Inc | -0.1% | -3.19% | 減碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.1% | +3.36% | 加碼 |
| 36 | AMGN | Amgen Inc | -0.1% | +0.20% | 加碼 |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -0.13% | 減碼 |
| 38 | PAYX | Paychex Inc | -0.1% | +0.32% | 加碼 |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -1.97% | 減碼 |
| 40 | MCD | Mcdonald's CORP | -0.2% | +0.56% | 加碼 |
| 41 | ELV | Elevance Health Inc | -0.2% | -0.66% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | +0.29% | 加碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | +0.20% | 加碼 |
| 44 | ABBV | Abbvie Inc | -0.3% | -0.35% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.3% | -2.74% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.3% | -0.47% | 減碼 |
| 47 | CVX | Chevron CORP | -0.3% | +0.69% | 加碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.37% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.7% | +0.32% | 加碼 |
| 50 | AAPL | Apple Inc | -1.3% | -0.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Community Bank & Trust, Waco, Texas 在 Q2 2025 季度的美股持倉總市值約為 US$5.5億，共申報了 143 個公開持股部位。
在 Q2 2025 季度，Community Bank & Trust, Waco, Texas 按市值排列的前三大核心持股分別為：AAPL (9.8%)、MSFT (5.0%)、NVDA (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.8% 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
PLTR
市值: US$23.9萬
本季最大獲利了結 / 清倉標的
EPD
前期市值: US$21.9萬
在 Q2 2025 季度中，Community Bank & Trust, Waco, Texas 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 23 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 EPD。
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。