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
133 檔
16.3%
First National Bank of Mount Dora, Trust Investment Services 在 Q4 2024 季度的美股部位總計估值為 US$5.0億，分散於 133 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，First National Bank of Mount Dora, Trust Investment Services 採取防禦導向的調倉策略，本季減碼 24 檔個股並出清 4 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SPY, AAPL, NVDA）累計市值佔比達 16.3%，是驅動 First National Bank of Mount Dora, Trust Investment Services 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 4.40% | +0.61% | -9.25% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.10% | +0.55% | -0.49% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.76% | -0.78% | -8.30% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.72% | -0.71% | -0.42% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | -1.85% | -0.19% | |
| 6 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.59% | -0.22% | +0.23% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.37% | +0.16% | +1.25% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.37% | -0.99% | -6.00% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.32% | -0.44% | -2.01% | |
| 10 | TXN | Texas Instruments Inc | 股票-科技 | 2.25% | +0.67% | +1.22% | |
| 11 | MSI | Motorola Solutions Inc | 股票-科技 | 2.06% | +0.97% | +3.25% | |
| 12 | ADBE | Adobe Inc | 股票-科技 | 1.92% | -0.48% | +1.57% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.80% | -0.22% | -1.34% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.79% | +0.49% | -1.47% | |
| 15 | PGR | Progressive CORP | 股票-金融 | 1.79% | -0.71% | -2.87% | |
| 16 | DE | Deere & Co | 股票-工業 | 1.75% | +0.42% | -0.88% | |
| 17 | UPS | United Parcel Service-cl B | 股票-工業 | 1.74% | -0.58% | +87.05% | |
| 18 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.66% | -0.35% | -3.09% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -0.15% | +1.67% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.54% | -0.48% | +0.49% | |
| 21 | SPGI | S&p Global Inc | 股票-金融 | 1.51% | +0.05% | -1.18% | |
| 22 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.51% | -0.44% | +0.19% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.46% | +0.25% | -2.14% | |
| 24 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.43% | -2.15% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.42% | -0.21% | -1.16% | |
| 26 | LIN | Linde plc | 股票-原物料 | 1.40% | +0.13% | +0.51% | |
| 27 | LHX | L3harris Technologies Inc | 股票-工業 | 1.40% | -0.25% | +0.27% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.39% | -0.70% | +0.91% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.39% | +0.69% | +2.74% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.10% | +2.73% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | -0.24% | -0.52% | |
| 32 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.29% | -0.14% | +0.03% | |
| 33 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.29% | -0.42% | -1.50% | |
| 34 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.24% | -0.09% | +0.86% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.15% | -0.01% | +2.96% | |
| 36 | ITW | Illinois Tool Works | 股票-工業 | 1.15% | -0.26% | +0.04% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.14% | -0.09% | +0.89% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | -0.05% | -0.09% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.01% | +0.03% | — | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 1.00% | +2.22% | +3.83% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.00% | — | -1.03% | |
| 42 | ICE | Intercontinental Exchange In | 股票-金融 | 0.99% | -0.44% | -0.44% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.96% | -1.02% | EXIT | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.92% | +0.46% | -0.91% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.88% | -0.39% | +0.69% | |
| 46 | PSA | Public Storage | 股票-房地產 | 0.86% | -0.05% | EXIT | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.85% | +0.70% | +2.49% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.84% | +0.11% | — | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.82% | +0.02% | — | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.80% | -0.04% | -0.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -0.42% | 減碼 |
| 2 | UPS | United Parcel Service-cl B | +0.8% | +87.05% | 加碼 |
| 3 | AAPL | Apple Inc | +0.4% | -0.49% | 減碼 |
| 4 | WMT | Walmart Inc | +0.3% | -2.01% | 減碼 |
| 5 | TMUS | T-mobile US Inc | +0.3% | +0.23% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | -1.50% | 減碼 |
| 7 | V | Visa Inc-class A Shares | +0.2% | -0.52% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -1.16% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.14% | 減碼 |
| 10 | MSI | Motorola Solutions Inc | +0.2% | +3.25% | 加碼 |
| 11 | HON | Honeywell International Inc | +0.1% | -0.13% | 減碼 |
| 12 | TJX | Tjx Companies Inc | +0.1% | +2.74% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +2.73% | 加碼 |
| 14 | MSFT | Microsoft CORP | 0% | -0.19% | 減碼 |
| 15 | COST | Costco Wholesale CORP | 0% | -6.00% | 減碼 |
| 16 | PG | Procter & Gamble Co/the | 0% | -1.34% | 減碼 |
| 17 | SPGI | S&p Global Inc | 0% | -1.18% | 減碼 |
| 18 | VLO | Valero Energy CORP | 0% | +2.49% | 加碼 |
| 19 | ICE | Intercontinental Exchange In | 0% | -0.44% | 減碼 |
| 20 | VZ | Verizon Communications Inc | -0.1% | -6.90% | 減碼 |
| 21 | NEE | Nextera Energy Inc | -0.1% | +2.66% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | -0.1% | +1.67% | 加碼 |
| 23 | CEG | Constellation Energy | -0.1% | -0.14% | 減碼 |
| 24 | TMO | Thermo Fisher Scientific Inc | -0.1% | -15.99% | 減碼 |
| 25 | JNJ | Johnson & Johnson | -0.1% | -0.09% | 減碼 |
| 26 | PEG | Public Service Enterprise Gp | -0.1% | -3.09% | 減碼 |
| 27 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | +2.96% | 加碼 |
| 28 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | EXIT | 清倉 |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | +0.19% | 加碼 |
| 30 | PGR | Progressive CORP | -0.1% | -2.87% | 減碼 |
| 31 | TRI4EUR | Thomson Reuters CORP | -0.1% | -4.22% | 減碼 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | +0.91% | 加碼 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +0.89% | 加碼 |
| 34 | TXN | Texas Instruments Inc | -0.1% | +1.22% | 加碼 |
| 35 | LHX | L3harris Technologies Inc | -0.1% | +0.27% | 加碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -1.03% | 減碼 |
| 37 | LMT | Lockheed Martin CORP | -0.1% | +0.46% | 加碼 |
| 38 | LIN | Linde plc | -0.1% | +0.51% | 加碼 |
| 39 | PSA | Public Storage | -0.1% | +1.26% | 加碼 |
| 40 | ABBV | Abbvie Inc | -0.2% | +1.25% | 加碼 |
| 41 | AMAT | Applied Materials Inc | -0.2% | +3.83% | 加碼 |
| 42 | LEN | Lennar Corp-a | -0.2% | +3.55% | 加碼 |
| 43 | VOO | Vanguard S&p 500 ETF | -0.2% | -50.97% | 減碼 |
| 44 | DOW | Dow Inc | -0.2% | EXIT | 清倉 |
| 45 | INTC | Intel CORP | -0.2% | EXIT | 清倉 |
| 46 | HCA | Hca Healthcare Inc | -0.2% | +0.11% | 加碼 |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -9.25% | 減碼 |
| 48 | ADBE | Adobe Inc | -0.2% | +1.57% | 加碼 |
| 49 | LLY | Eli Lilly & Co | -0.2% | -1.47% | 減碼 |
| 50 | AGG | Ishares Core U.s. Aggregate | -0.4% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，First National Bank of Mount Dora, Trust Investment Services 在 Q4 2024 季度的美股持倉總市值約為 US$5.0億，共申報了 133 個公開持股部位。
在 Q4 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 (4.4%)、AAPL (4.1%)、NVDA (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 4.4% 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。
本季最大獲利了結 / 清倉標的
AGG
前期市值: US$155.4萬
在 Q4 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 0 個部位、加碼 22 個部位、減碼 24 個部位以及清倉 4 個部位。 本季清倉部位包含 AGG。
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。