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: 0001692632
申報總市值
US$6.8億
US$6.8億
236 檔
25.1%
根據最新整理的 13F 季度數據集，First Bank & Trust 於 Q4 2024 結束時的管理資產規模為 US$6.8億。該機構在本季度申報了 236 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，First Bank & Trust 展現出較為審慎的避險與獲利了結姿態。本季共減碼 28 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 VTI, VEA, AGG）占據了總市值的 25.1%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 236 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 12.05% | +0.37% | -0.37% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.21% | +0.12% | +3.74% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.17% | -0.38% | +4.23% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.98% | +0.03% | +0.18% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.38% | +0.19% | +2.82% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.13% | +0.27% | |
| 7 | DAKT | Daktronics Inc | 股票-其他 | 2.59% | -0.04% | -9.07% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.54% | +0.22% | +0.28% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.20% | +0.09% | +0.66% | |
| 10 | ✓ | Big Sioux Financial | 股票-其他 | 2.08% | — | — | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.62% | -0.02% | — | |
| 12 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.40% | +0.06% | — | |
| 13 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.22% | -0.11% | — | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | +0.13% | -9.21% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | +0.01% | +0.84% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.97% | +0.10% | -5.65% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.11% | +0.22% | |
| 18 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.92% | -0.22% | +0.69% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 0.88% | -0.05% | -6.17% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 0.85% | -0.15% | -17.61% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 0.85% | -0.01% | -13.61% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.84% | -0.10% | -1.52% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事業 | 0.81% | -0.08% | -8.62% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.06% | +1.60% | |
| 25 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.78% | -0.13% | -1.28% | |
| 26 | SO | Southern Co/the | 股票-公用事業 | 0.77% | -0.08% | -8.86% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.75% | +0.13% | -1.05% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.75% | +0.08% | +5.40% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.72% | -0.42% | -1.32% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.72% | -0.06% | -3.09% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 0.72% | -0.06% | +0.51% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 0.67% | +0.09% | +3.06% | |
| 33 | T | At&t Inc | 股票-通訊服務 | 0.66% | -0.11% | -3.94% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.66% | -0.17% | +1.52% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.65% | — | +49.22% | |
| 36 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.62% | -0.04% | -2.49% | |
| 37 | PGR | Progressive CORP | 股票-金融 | 0.60% | -0.03% | -0.83% | |
| 38 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.59% | +0.06% | — | |
| 39 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.59% | — | -10.26% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | +0.06% | +3.21% | |
| 41 | CTAS | Cintas CORP | 股票-工業 | 0.57% | -0.05% | -1.12% | |
| 42 | ETR | Entergy CORP | 股票-公用事業 | 0.56% | -0.02% | +89.17% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.53% | -0.28% | +30.89% | |
| 44 | SNY | Sanofi-adr | 股票-醫療保健 | 0.53% | — | -3.89% | |
| 45 | TRP | Tc Energy CORP | 股票-能源 | 0.52% | -0.01% | +0.60% | |
| 46 | MRVL | Marvell Technology Inc | 股票-科技 | 0.50% | +0.31% | +20.53% | |
| 47 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.49% | -0.01% | +0.72% | |
| 48 | TFC | Truist Financial CORP | 股票-金融 | 0.49% | +0.02% | -0.14% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | -0.89% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.48% | -0.15% | -9.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DAKT | Daktronics Inc | +0.4% | -9.07% | 減碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.37% | 減碼 |
| 3 | MS | Morgan Stanley | +0.3% | +410.92% | 加碼 |
| 4 | BMY | Bristol-myers Squibb Co | +0.3% | +49.22% | 加碼 |
| 5 | NFLX | Netflix Inc | +0.3% | NEW | 新建倉 |
| 6 | MRVL | Marvell Technology Inc | +0.2% | +20.53% | 加碼 |
| 7 | BMO | Bank Of Montreal | +0.2% | NEW | 新建倉 |
| 8 | ARE | Alexandria Real Estate Equit | +0.2% | NEW | 新建倉 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +2.82% | 加碼 |
| 10 | PLD | Prologis Inc | +0.2% | +167.17% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +0.84% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建倉 |
| 13 | DEO | Diageo Plc-sponsored Adr | +0.2% | +265.44% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +53.23% | 加碼 |
| 15 | CVX | Chevron CORP | +0.1% | +30.89% | 加碼 |
| 16 | WDAY | Workday Inc-class A | +0.1% | +49.23% | 加碼 |
| 17 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | 新建倉 |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +0.69% | 加碼 |
| 19 | NOW | Servicenow Inc | +0.1% | -6.17% | 減碼 |
| 20 | PAYX | Paychex Inc | +0.1% | +80.06% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +68.85% | 加碼 |
| 22 | CTAS | Cintas CORP | -0.1% | -1.12% | 減碼 |
| 23 | KO | Coca-cola Co/the | -0.1% | -7.18% | 減碼 |
| 24 | MRK | Merck & Co. Inc. | -0.1% | -29.34% | 減碼 |
| 25 | ALGN | Align Technology Inc | -0.1% | -21.47% | 減碼 |
| 26 | PFE | Pfizer Inc | -0.1% | -14.52% | 減碼 |
| 27 | VZ | Verizon Communications Inc | -0.1% | -1.52% | 減碼 |
| 28 | ZTS | Zoetis Inc | -0.1% | -13.74% | 減碼 |
| 29 | BTI | British American Tob-sp Adr | -0.1% | -35.50% | 減碼 |
| 30 | ADBE | Adobe Inc | -0.1% | -17.32% | 減碼 |
| 31 | SNY | Sanofi-adr | -0.1% | -3.89% | 減碼 |
| 32 | AEP | American Electric Power | -0.1% | -11.68% | 減碼 |
| 33 | UL | Unilever PLC | -0.1% | -36.70% | 減碼 |
| 34 | PM | Philip Morris International | -0.1% | -13.61% | 減碼 |
| 35 | DUK | Duke Energy CORP | -0.1% | -8.62% | 減碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -26.31% | 減碼 |
| 37 | SO | Southern Co/the | -0.2% | -8.86% | 減碼 |
| 38 | UBER | Uber Technologies Inc | -0.2% | -11.56% | 減碼 |
| 39 | SMCIUSD | Super Micro Computer Inc | -0.2% | EXIT | 清倉 |
| 40 | AMGN | Amgen Inc | -0.2% | -9.64% | 減碼 |
| 41 | NGG | National Grid Plc-sp Adr | -0.2% | -18.00% | 減碼 |
| 42 | TTEN | Totalenergies Se -spon Adr | -0.2% | -10.26% | 減碼 |
| 43 | BCE | Bce Inc | -0.2% | -70.38% | 減碼 |
| 44 | KMB | Kimberly-clark CORP | -0.2% | -45.20% | 減碼 |
| 45 | TEAM | Atlassian Corp-cl A | -0.2% | EXIT | 清倉 |
| 46 | D | Dominion Energy Inc | -0.3% | -41.97% | 減碼 |
| 47 | CAG | Conagra Brands Inc | -0.3% | -74.54% | 減碼 |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +0.18% | 加碼 |
| 49 | LYB | LyondellBasell Industries N.V. | -0.3% | -39.56% | 減碼 |
| 50 | VEA | Vanguard Ftse Developed ETF | -0.4% | +3.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，First Bank & Trust 在 Q4 2024 季度的美股持倉總市值約為 US$6.8億，共申報了 236 個公開持股部位。
在 Q4 2024 季度，First Bank & Trust 按市值排列的前三大核心持股分別為：VTI (12.1%)、VEA (8.2%)、AGG (5.2%)。其中最大持股部位 VTI 佔據整體投資組合約 12.1% 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
NFLX
市值: US$131.6萬
本季最大獲利了結 / 清倉標的
TEAM
前期市值: US$119.8萬
在 Q4 2024 季度中，First Bank & Trust 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 15 個部位、減碼 28 個部位以及清倉 2 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 TEAM。
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。