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
161 檔
20.9%
根據最新整理的 13F 季度數據集，Community Bank & Trust, Waco, Texas 於 Q1 2026 結束時的管理資產規模為 US$5.5億。該機構在本季度申報了 161 檔美股持倉，呈現出該時期的主要投資地圖。
Community Bank & Trust, Waco, Texas 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 11 個全新部位及加碼 54 檔持股的同時，亦同步清倉 3 檔並減碼 57 檔標的。
整體而言，Community Bank & Trust, Waco, Texas 的前 5 大持股（包含 AAPL, NVDA, CAT）貢獻了組合市值的 20.9%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | 10.23% | +0.08% | -1.03% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | +0.03% | -1.52% | |
| 3 | CAT | Caterpillar Inc | 股票-工業 | 3.34% | +1.05% | -1.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.26% | -0.37% | +0.10% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.94% | -0.05% | +0.20% | |
| 6 | VLO | Valero Energy CORP | 股票-能源 | 2.89% | -0.20% | +1.28% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.81% | -0.57% | +0.01% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.78% | -0.82% | +0.43% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.75% | +0.28% | +0.18% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.68% | -0.24% | +0.26% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.57% | -0.25% | -1.17% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工業 | 2.49% | -0.64% | -0.04% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | +0.02% | -0.10% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.96% | -0.57% | +0.92% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.82% | +0.07% | +5.89% | |
| 16 | BX | Blackstone Inc | 股票-金融 | 1.72% | -0.26% | -0.54% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | +0.53% | +0.44% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.58% | -0.35% | +0.45% | |
| 19 | GD | General Dynamics CORP | 股票-工業 | 1.53% | -0.13% | +1.44% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.52% | -0.17% | +0.21% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.47% | +0.03% | -0.67% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.40% | +0.11% | -0.67% | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 1.31% | -0.17% | +1.62% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.31% | -0.31% | +0.43% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.27% | -0.24% | +1.94% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 1.24% | +2.43% | -2.60% | |
| 27 | CSSD | C&s Sd Pref & Inc Active ETF | ETF-其他 | 1.22% | -0.09% | — | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.07% | -0.09% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 1.15% | -0.02% | +0.59% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | +0.10% | -0.24% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.06% | -0.18% | -0.19% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.99% | -0.07% | -1.30% | |
| 33 | MO | Altria Group Inc | 股票-非循環性消費 | 0.99% | -0.04% | +1.55% | |
| 34 | PRU | Prudential Financial Inc | 股票-金融 | 0.93% | -0.02% | +1.63% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.85% | -0.19% | -0.01% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.19% | -0.94% | |
| 37 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.78% | +0.87% | -1.48% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.73% | -0.04% | +1.45% | |
| 39 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.72% | +0.13% | -0.32% | |
| 40 | MCHP | Microchip Technology Inc | 股票-科技 | 0.70% | +0.19% | -1.22% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.67% | -0.04% | +11.87% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.67% | -0.20% | -0.21% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.22% | -6.23% | |
| 44 | NSC | Norfolk Southern CORP | 股票-工業 | 0.62% | -0.05% | -0.37% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | -0.02% | +3.14% | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.55% | -0.09% | +4.89% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.54% | -0.05% | -10.85% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.51% | -0.15% | +0.17% | |
| 49 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.51% | -0.05% | +9.49% | |
| 50 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.67% | +2.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSSD | C&s Sd Pref & Inc Active ETF | +1.2% | NEW | 新建倉 |
| 2 | VLO | Valero Energy CORP | +1% | +1.28% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.8% | +0.43% | 加碼 |
| 4 | CAT | Caterpillar Inc | +0.6% | -1.29% | 減碼 |
| 5 | CVX | Chevron CORP | +0.5% | +0.92% | 加碼 |
| 6 | LMT | Lockheed Martin CORP | +0.5% | -0.04% | 減碼 |
| 7 | JNJ | Johnson & Johnson | +0.4% | +0.26% | 加碼 |
| 8 | PSX | Phillips 66 | +0.4% | +1.94% | 加碼 |
| 9 | WMT | Walmart Inc | +0.3% | +0.01% | 加碼 |
| 10 | STX | Seagate Technology Holdings plc | +0.2% | -1.48% | 減碼 |
| 11 | MU | Micron Technology Inc | +0.2% | -2.60% | 減碼 |
| 12 | VZ | Verizon Communications Inc | +0.2% | -0.01% | 減碼 |
| 13 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +11.87% | 加碼 |
| 14 | COP | Conocophillips | +0.1% | +0.17% | 加碼 |
| 15 | MO | Altria Group Inc | +0.1% | +1.55% | 加碼 |
| 16 | SO | Southern Co/the | +0.1% | +1.62% | 加碼 |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | +9.49% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -1.30% | 減碼 |
| 19 | TTE | TotalEnergies SE | +0.1% | NEW | 新建倉 |
| 20 | AMAT | Applied Materials Inc | +0.1% | +1.18% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +0.43% | 加碼 |
| 22 | DUK | Duke Energy CORP | +0.1% | +4.89% | 加碼 |
| 23 | OMC | Omnicom Group | +0.1% | NEW | 新建倉 |
| 24 | CF | Cf Industries Holdings Inc | +0.1% | NEW | 新建倉 |
| 25 | MFC | Manulife Financial CORP | +0.1% | NEW | 新建倉 |
| 26 | KO | Coca-cola Co/the | +0.1% | +3.14% | 加碼 |
| 27 | AMGN | Amgen Inc | +0.1% | +1.45% | 加碼 |
| 28 | DE | Deere & Co | +0.1% | -0.52% | 減碼 |
| 29 | EOG | Eog Resources Inc | +0.1% | NEW | 新建倉 |
| 30 | APD | Air Products & Chemicals Inc | +0.1% | NEW | 新建倉 |
| 31 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建倉 |
| 32 | IRM | Iron Mountain Inc | +0.1% | NEW | 新建倉 |
| 33 | UNP | Union Pacific CORP | 0% | +0.59% | 加碼 |
| 34 | CSX | Csx CORP | 0% | -0.96% | 減碼 |
| 35 | PCY | Invesco Emerging Markets Sov | 0% | NEW | 新建倉 |
| 36 | INTC | Intel CORP | 0% | -4.50% | 減碼 |
| 37 | KR | Kroger Co | 0% | -0.06% | 減碼 |
| 38 | HBAN | Huntington Bancshares Inc | 0% | NEW | 新建倉 |
| 39 | PFE | Pfizer Inc | 0% | -3.11% | 減碼 |
| 40 | NOC | Northrop Grumman CORP | 0% | +1.79% | 加碼 |
| 41 | GD | General Dynamics CORP | 0% | +1.44% | 加碼 |
| 42 | MDLZ | Mondelez International Inc-a | 0% | — | 不變 |
| 43 | RTX | Rtx CORP | 0% | +0.71% | 加碼 |
| 44 | WM | Waste Management Inc | 0% | +6.94% | 加碼 |
| 45 | RY | Royal Bank Of Canada | 0% | +12.25% | 加碼 |
| 46 | TFC | Truist Financial CORP | 0% | +16.24% | 加碼 |
| 47 | COST | Costco Wholesale CORP | 0% | -2.37% | 減碼 |
| 48 | CRUS | Cirrus Logic Inc | 0% | — | 不變 |
| 49 | CAH | Cardinal Health Inc | 0% | +4.41% | 加碼 |
| 50 | WELL | Welltower Inc | 0% | -0.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Community Bank & Trust, Waco, Texas 在 Q1 2026 季度的美股持倉總市值約為 US$5.5億，共申報了 161 個公開持股部位。
在 Q1 2026 季度，Community Bank & Trust, Waco, Texas 按市值排列的前三大核心持股分別為：AAPL (10.2%)、NVDA (3.6%)、CAT (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.2% 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
CSSD
市值: US$605.5萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$87.1萬
在 Q1 2026 季度中，Community Bank & Trust, Waco, Texas 共進行了 125 項持倉異動，包含新建倉 11 個部位、加碼 54 個部位、減碼 57 個部位以及清倉 3 個部位。 其中最大新建倉標的為 CSSD。 本季清倉部位包含 AZNN。
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。