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: 0001423045
申報總市值
US$5.0億
US$5.0億
137 檔
15.6%
截至 Q3 2024 季度末，First National Bank of Mount Dora, Trust Investment Services 的美股持倉估值約為 US$5.0億，全數申報部位共有 137 檔。
First National Bank of Mount Dora, Trust Investment Services 在 Q3 2024 進行了結構性的板塊輪動與部位換股。在開立 1 個全新部位及加碼 24 檔持股的同時，亦同步清倉 1 檔並減碼 24 檔標的。
整體而言，First National Bank of Mount Dora, Trust Investment Services 的前 5 大持股（包含 SPY, AAPL, NVDA）貢獻了組合市值的 15.6%，形成該機構在 Q3 2024 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.61% | +0.61% | +16.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.72% | +0.55% | -2.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.60% | -0.78% | -32.07% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -1.85% | -1.93% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.69% | -0.71% | +911.36% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.52% | +0.16% | +12.88% | |
| 7 | TXN | Texas Instruments Inc | 股票-科技 | 2.38% | +0.67% | +6.20% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.36% | -0.99% | -11.49% | |
| 9 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.34% | -0.22% | +86.26% | |
| 10 | ADBE | Adobe Inc | 股票-科技 | 2.13% | -0.48% | +3.65% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.05% | -0.44% | -3.12% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.02% | +0.49% | -3.04% | |
| 13 | PGR | Progressive CORP | 股票-金融 | 1.90% | -0.71% | -5.95% | |
| 14 | MSI | Motorola Solutions Inc | 股票-科技 | 1.88% | +0.97% | +89.34% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.83% | -0.22% | -1.24% | |
| 16 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.76% | -0.35% | -16.09% | |
| 17 | DE | Deere & Co | 股票-工業 | 1.69% | +0.42% | -4.05% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | -0.15% | +0.20% | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.62% | -0.44% | +1.64% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.54% | -0.48% | +4.90% | |
| 21 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.54% | -2.15% | EXIT | |
| 22 | LIN | Linde plc | 股票-原物料 | 1.54% | +0.13% | +9.92% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.54% | +0.05% | -1.74% | |
| 24 | LHX | L3harris Technologies Inc | 股票-工業 | 1.53% | -0.25% | -0.01% | |
| 25 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.50% | -0.70% | +26.22% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.28% | +0.69% | +10.79% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | +0.25% | -9.20% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.10% | +121.83% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.25% | -0.01% | +33.76% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.25% | -0.09% | +2.67% | |
| 31 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.25% | -0.09% | +4.47% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.21% | -3.19% | |
| 33 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.22% | -0.14% | -6.73% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 1.16% | +2.22% | +63.89% | |
| 35 | ITW | Illinois Tool Works | 股票-工業 | 1.15% | -0.26% | -0.26% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.05% | -2.02% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | -0.24% | -1.28% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.13% | — | -7.39% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.07% | -0.42% | -1.91% | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.44% | -0.64% | |
| 41 | PSA | Public Storage | 股票-房地產 | 1.00% | -0.05% | EXIT | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.99% | +0.03% | — | |
| 43 | UPS | United Parcel Service-cl B | 股票-工業 | 0.98% | -0.58% | -0.94% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.93% | +0.46% | -1.85% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.92% | -0.08% | -0.98% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.89% | -0.39% | +6.25% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.88% | +0.70% | +8.38% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.85% | -1.02% | EXIT | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.81% | +0.02% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | +0.11% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +1.2% | +86.26% | 加碼 |
| 2 | MSI | Motorola Solutions Inc | +1% | +89.34% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +121.83% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +16.06% | 加碼 |
| 5 | SHW | Sherwin-williams Co/the | +0.5% | +26.22% | 加碼 |
| 6 | ABBV | Abbvie Inc | +0.5% | +12.88% | 加碼 |
| 7 | PSA | Public Storage | +0.5% | +52.60% | 加碼 |
| 8 | CEG | Constellation Energy | +0.4% | +102.99% | 加碼 |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.4% | NEW | 新建倉 |
| 10 | NEE | Nextera Energy Inc | +0.3% | +85.05% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.3% | +63.89% | 加碼 |
| 12 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +33.76% | 加碼 |
| 13 | LEN | Lennar Corp-a | +0.2% | +26.29% | 加碼 |
| 14 | HD | Home Depot Inc | +0.2% | +4.90% | 加碼 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.2% | +126.12% | 加碼 |
| 16 | LIN | Linde plc | +0.2% | +9.92% | 加碼 |
| 17 | LH | Labcorp Holdings Inc | +0.2% | +35.65% | 加碼 |
| 18 | WMT | Walmart Inc | +0.2% | -3.12% | 減碼 |
| 19 | PGR | Progressive CORP | +0.2% | -5.95% | 減碼 |
| 20 | MCD | Mcdonald's CORP | +0.2% | +6.25% | 加碼 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +6.20% | 加碼 |
| 22 | HCA | Hca Healthcare Inc | +0.1% | +4.75% | 加碼 |
| 23 | TJX | Tjx Companies Inc | +0.1% | +10.79% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | -0.98% | 減碼 |
| 25 | SPGI | S&p Global Inc | +0.1% | -1.74% | 減碼 |
| 26 | ICE | Intercontinental Exchange In | +0.1% | -0.64% | 減碼 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | +2.33% | 加碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | +911.36% | 加碼 |
| 29 | MRSH | Marsh & Mclennan Cos | +0.1% | +4.47% | 加碼 |
| 30 | AAPL | Apple Inc | 0% | -2.73% | 減碼 |
| 31 | ITW | Illinois Tool Works | 0% | -0.26% | 減碼 |
| 32 | CMCSA | Comcast Corp-class A | 0% | +1.64% | 加碼 |
| 33 | DE | Deere & Co | 0% | -4.05% | 減碼 |
| 34 | CSGP | Costar Group Inc | -0.2% | EXIT | 清倉 |
| 35 | CVX | Chevron CORP | -0.2% | -30.78% | 減碼 |
| 36 | BDX | Becton Dickinson And Co | -0.2% | -42.93% | 減碼 |
| 37 | AEP | American Electric Power | -0.2% | -41.72% | 減碼 |
| 38 | APD | Air Products & Chemicals Inc | -0.2% | -50.71% | 減碼 |
| 39 | LLY | Eli Lilly & Co | -0.3% | -3.04% | 減碼 |
| 40 | EQIX | Equinix Inc | -0.3% | -46.10% | 減碼 |
| 41 | ADP | Automatic Data Processing | -0.3% | -60.70% | 減碼 |
| 42 | PFE | Pfizer Inc | -0.3% | -57.15% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -9.20% | 減碼 |
| 44 | COST | Costco Wholesale CORP | -0.4% | -11.49% | 減碼 |
| 45 | TRI4EUR | Thomson Reuters CORP | -0.4% | -15.39% | 減碼 |
| 46 | INTC | Intel CORP | -0.4% | -58.42% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.4% | -1.93% | 減碼 |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.5% | -63.14% | 減碼 |
| 49 | VZ | Verizon Communications Inc | -0.8% | -64.94% | 減碼 |
| 50 | NVDA | Nvidia CORP | -2.1% | -32.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First National Bank of Mount Dora, Trust Investment Services 在 Q3 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 137 個公開持股部位。
在 Q3 2024 季度，First National Bank of Mount Dora, Trust Investment Services 按市值排列的前三大核心持股分別為：SPY (4.6%)、AAPL (3.7%)、NVDA (3.6%)。其中最大持股部位 SPY 佔據整體投資組合約 4.6% 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
AGG
市值: US$155.4萬
本季最大獲利了結 / 清倉標的
CSGP
前期市值: US$64.2萬
在 Q3 2024 季度中，First National Bank of Mount Dora, Trust Investment Services 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 24 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AGG。 本季清倉部位包含 CSGP。
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。