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
257 檔
29.6%
截至 Q1 2026 季度末，First Bank & Trust 的美股持倉估值約為 US$6.8億，全數申報部位共有 257 檔。
First Bank & Trust 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 24 個全新部位及加碼 67 檔持股的同時，亦同步清倉 27 檔並減碼 75 檔標的。
整體而言，First Bank & Trust 的前 5 大持股（包含 VTI, VEA, AGG）貢獻了組合市值的 29.6%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 257 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 | 10.97% | +0.37% | -0.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.02% | +0.12% | -2.24% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 5.72% | -0.38% | +17.24% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.96% | +0.19% | +17.27% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.75% | +0.03% | +3.25% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.55% | +0.13% | +14.50% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.46% | +0.22% | +1.70% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.29% | +0.09% | +5.72% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -0.13% | -1.68% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | +0.13% | +70.33% | |
| 11 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股與成長 | 1.50% | -0.02% | — | |
| 12 | GEVO | Gevo Inc | 股票-其他 | 1.35% | -0.67% | — | |
| 13 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.29% | +0.06% | — | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.27% | -0.42% | -9.86% | |
| 15 | PFE | Pfizer Inc | 股票-醫療保健 | 1.16% | -0.22% | +39.78% | |
| 16 | TTE | TotalEnergies SE | 股票-其他 | 1.14% | -0.32% | +4.37% | |
| 17 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型股與成長 | 1.07% | -0.11% | -5.35% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.11% | +10.21% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.98% | +0.29% | +36.11% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.93% | -0.45% | -1.79% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.11% | +114.93% | |
| 22 | ENB | Enbridge Inc | 股票-能源 | 0.84% | -0.06% | +3.37% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 0.83% | -0.01% | +2.99% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.10% | -3.47% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.28% | +3.58% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | +0.01% | -14.36% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.76% | -0.08% | -2.01% | |
| 28 | USB | US Bancorp | 股票-金融 | 0.75% | +0.08% | +8.77% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.74% | -0.15% | +0.76% | |
| 30 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.74% | -0.15% | -0.58% | |
| 31 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.73% | -0.13% | +0.51% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | +0.06% | -1.41% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.70% | +0.09% | +4.53% | |
| 34 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.69% | +0.02% | +5.08% | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.68% | +0.06% | — | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.66% | -0.10% | -1.35% | |
| 37 | WMB | Williams Cos Inc | 股票-能源 | 0.65% | -0.15% | -3.27% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.63% | -0.22% | -23.43% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.62% | -0.22% | — | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.61% | -0.08% | -9.87% | |
| 41 | TRP | Tc Energy CORP | 股票-能源 | 0.60% | -0.01% | +1.42% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | -0.06% | -6.05% | |
| 43 | PLD | Prologis Inc | 股票-房地產 | 0.58% | -0.02% | +3.57% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.16% | -18.85% | |
| 45 | SNY | Sanofi-adr | 股票-醫療保健 | 0.53% | — | -0.95% | |
| 46 | AEP | American Electric Power | 股票-公用事業 | 0.52% | -0.10% | -5.79% | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.49% | +0.02% | +6.49% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.07% | +14.89% | |
| 49 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.47% | -0.04% | -2.59% | |
| 50 | DAKT | Daktronics Inc | 股票-其他 | 0.47% | -0.04% | -61.65% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.8% | +17.24% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.7% | +70.33% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +114.93% | 加碼 |
| 4 | PFE | Pfizer Inc | +0.4% | +39.78% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +17.27% | 加碼 |
| 6 | GEVO | Gevo Inc | +0.4% | — | 不變 |
| 7 | TTE | TotalEnergies SE | +0.4% | +4.37% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | -1.79% | 減碼 |
| 9 | CVX | Chevron CORP | +0.2% | +3.58% | 加碼 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +36.11% | 加碼 |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +5.72% | 加碼 |
| 12 | AAPL | Apple Inc | +0.1% | +14.50% | 加碼 |
| 13 | CME | Cme Group Inc | +0.1% | +50.43% | 加碼 |
| 14 | WEC | Wec Energy Group Inc | +0.1% | +174.58% | 加碼 |
| 15 | ENB | Enbridge Inc | +0.1% | +3.37% | 加碼 |
| 16 | VZ | Verizon Communications Inc | +0.1% | -1.35% | 減碼 |
| 17 | PAYX | Paychex Inc | +0.1% | +125.53% | 加碼 |
| 18 | FBND | Fidelity Total Bond ETF | +0.1% | +80.89% | 加碼 |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.25% | 加碼 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +75.92% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +259.07% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +29.55% | 加碼 |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.70% | 加碼 |
| 24 | WMB | Williams Cos Inc | +0.1% | -3.27% | 減碼 |
| 25 | PEP | Pepsico Inc | +0.1% | +14.89% | 加碼 |
| 26 | FE | Firstenergy CORP | +0.1% | +22.73% | 加碼 |
| 27 | TRP | Tc Energy CORP | +0.1% | +1.42% | 加碼 |
| 28 | RWJ | Invesco S&p Smallcap 600 | +0.1% | +38.09% | 加碼 |
| 29 | GEV | GE Vernova Inc | +0.1% | +30.21% | 加碼 |
| 30 | SU | Suncor Energy Inc | +0.1% | +20.29% | 加碼 |
| 31 | DIVI | Franklin International Core | +0.1% | +39.79% | 加碼 |
| 32 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +43.61% | 加碼 |
| 33 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +38.47% | 加碼 |
| 34 | NGG | National Grid Plc-sp Adr | +0.1% | -0.58% | 減碼 |
| 35 | DUK | Duke Energy CORP | +0.1% | -2.01% | 減碼 |
| 36 | AMGN | Amgen Inc | +0.1% | +0.76% | 加碼 |
| 37 | ETR | Entergy CORP | +0.1% | -4.40% | 減碼 |
| 38 | XEL | Xcel Energy Inc | +0.1% | +0.51% | 加碼 |
| 39 | BTI | British American Tob-sp Adr | +0.1% | +5.08% | 加碼 |
| 40 | JEMA | Jpmorgan Activebuilders Emer | +0.1% | +40.53% | 加碼 |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +83.08% | 加碼 |
| 42 | MPC | Marathon Petroleum CORP | +0.1% | +0.66% | 加碼 |
| 43 | VPL | Vanguard Ftse Pacific ETF | 0% | — | 不變 |
| 44 | COST | Costco Wholesale CORP | 0% | -9.86% | 減碼 |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | 0% | — | 不變 |
| 46 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 47 | PM | Philip Morris International | 0% | +2.99% | 加碼 |
| 48 | KLAC | Kla CORP | 0% | +57.37% | 加碼 |
| 49 | USB | US Bancorp | 0% | +8.77% | 加碼 |
| 50 | AMD | Advanced Micro Devices | 0% | +52.55% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，First Bank & Trust 在 Q1 2026 季度的美股持倉總市值約為 US$6.8億，共申報了 257 個公開持股部位。
在 Q1 2026 季度，First Bank & Trust 按市值排列的前三大核心持股分別為：VTI (11.0%)、VEA (8.0%)、AGG (5.7%)。其中最大持股部位 VTI 佔據整體投資組合約 11.0% 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。
本季最大新建倉標的
AMT
市值: US$158.2萬
本季最大獲利了結 / 清倉標的
IOT
前期市值: US$143.4萬
在 Q1 2026 季度中，First Bank & Trust 共進行了 193 項持倉異動，包含新建倉 24 個部位、加碼 67 個部位、減碼 75 個部位以及清倉 27 個部位。 其中最大新建倉標的為 AMT。 本季清倉部位包含 IOT。
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。