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
130 檔
17.5%
根據最新整理的 13F 季度數據集，First National Bank of Mount Dora, Trust Investment Services 於 Q2 2025 結束時的管理資產規模為 US$5.0億。該機構在本季度申報了 130 檔美股持倉，呈現出該時期的主要投資地圖。
First National Bank of Mount Dora, Trust Investment Services 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 18 檔持股的同時，亦同步清倉 2 檔並減碼 26 檔標的。
整體而言，First National Bank of Mount Dora, Trust Investment Services 的前 5 大持股（包含 NVDA, SPY, MSFT）貢獻了組合市值的 17.5%，形成該機構在 Q2 2025 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 | NVDA | Nvidia CORP | 股票-科技 | 4.69% | -0.78% | -0.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.25% | +0.61% | +30.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -1.85% | +0.29% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.73% | -0.71% | -0.23% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.15% | +0.55% | -0.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | -0.21% | +1.17% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.88% | -0.99% | -0.17% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.58% | -1.21% | +4.42% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.48% | +0.49% | +0.27% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 2.32% | -0.71% | -0.09% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.31% | -0.44% | -0.08% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.29% | +0.25% | +3.51% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.23% | -0.15% | +1.83% | |
| 14 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.22% | -0.22% | +0.40% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.22% | -0.28% | — | |
| 16 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 2.15% | -2.15% | EXIT | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 2.12% | +0.67% | -0.65% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.97% | +0.16% | -1.16% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.10% | +2.34% | |
| 20 | LIN | Linde plc | 股票-原物料 | 1.63% | +0.13% | +0.51% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.58% | -0.42% | -35.41% | |
| 22 | DE | Deere & Co | 股票-工業 | 1.51% | +0.42% | -0.90% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.49% | -0.48% | +0.39% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.47% | +0.69% | +0.10% | |
| 25 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 1.46% | -0.35% | -0.11% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.45% | -0.39% | +1.04% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.41% | -0.48% | -11.83% | |
| 28 | UPS | United Parcel Service-cl B | 股票-工業 | 1.39% | -0.58% | -0.11% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.24% | -1.19% | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 1.31% | +1.94% | +2.23% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.16% | -0.89% | +4.65% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.16% | -0.22% | -1.52% | |
| 33 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.11% | -0.04% | +1091.49% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 1.11% | -0.44% | -0.86% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.10% | -0.44% | -30.87% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 1.07% | +2.22% | +1.51% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.03% | +0.03% | +1.98% | |
| 38 | HON | Honeywell International Inc | 股票-工業 | 1.02% | -1.02% | EXIT | |
| 39 | WM | Waste Management Inc | 股票-工業 | 1.00% | +0.46% | +0.36% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.96% | +0.05% | -1.39% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | +0.11% | +7.79% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.85% | -0.70% | -0.25% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.84% | -0.09% | -1.57% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.83% | -0.08% | +0.09% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.82% | +0.02% | — | |
| 46 | PCAR | Paccar Inc | 股票-工業 | 0.80% | -0.80% | EXIT | |
| 47 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.79% | -0.21% | +0.75% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.77% | -0.13% | -0.17% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.73% | -0.01% | -0.79% | |
| 50 | CTAS | Cintas CORP | 股票-工業 | 0.67% | -0.08% | +2.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +2.2% | NEW | 新建倉 |
| 2 | AVGO | Broadcom Inc | +1.3% | -0.23% | 減碼 |
| 3 | NVDA | Nvidia CORP | +1.2% | -0.99% | 減碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +30.21% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.9% | +4.42% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.7% | +0.29% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +2.34% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +1.17% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +3.51% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +1.51% | 加碼 |
| 11 | TRI4EUR | Thomson Reuters CORP | +0.1% | -0.37% | 減碼 |
| 12 | TXN | Texas Instruments Inc | +0.1% | -0.65% | 減碼 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.79% | 加碼 |
| 14 | WMT | Walmart Inc | +0.1% | -0.08% | 減碼 |
| 15 | APH | Amphenol Corp-cl A | +0.1% | -0.31% | 減碼 |
| 16 | FTNT | Fortinet Inc | +0.1% | +2.23% | 加碼 |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | 新建倉 |
| 18 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建倉 |
| 19 | HON | Honeywell International Inc | 0% | +1.66% | 加碼 |
| 20 | HCA | Hca Healthcare Inc | 0% | +0.75% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 22 | LHX | L3harris Technologies Inc | 0% | -5.75% | 減碼 |
| 23 | CTAS | Cintas CORP | 0% | +2.73% | 加碼 |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.98% | 加碼 |
| 25 | DE | Deere & Co | 0% | -0.90% | 減碼 |
| 26 | ICE | Intercontinental Exchange In | 0% | -0.86% | 減碼 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | EXIT | 清倉 |
| 28 | BDX | Becton Dickinson And Co | -0.1% | -15.09% | 減碼 |
| 29 | MSI | Motorola Solutions Inc | -0.1% | -20.61% | 減碼 |
| 30 | VZ | Verizon Communications Inc | -0.1% | -16.28% | 減碼 |
| 31 | MRK | Merck & Co. Inc. | -0.1% | -8.40% | 減碼 |
| 32 | JNJ | Johnson & Johnson | -0.1% | -4.39% | 減碼 |
| 33 | COST | Costco Wholesale CORP | -0.1% | -0.17% | 減碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.17% | 減碼 |
| 35 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -0.79% | 減碼 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.57% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.2% | -1.52% | 減碼 |
| 38 | MCD | Mcdonald's CORP | -0.2% | +1.04% | 加碼 |
| 39 | UPS | United Parcel Service-cl B | -0.3% | -0.11% | 減碼 |
| 40 | HD | Home Depot Inc | -0.3% | -11.83% | 減碼 |
| 41 | PGR | Progressive CORP | -0.4% | -0.09% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.4% | +0.27% | 加碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | EXIT | 清倉 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | +1.83% | 加碼 |
| 45 | ABBV | Abbvie Inc | -0.5% | -1.16% | 減碼 |
| 46 | TMUS | T-mobile US Inc | -0.5% | +0.40% | 加碼 |
| 47 | ORLY | O'reilly Automotive Inc | -0.5% | +1091.49% | 加碼 |
| 48 | AAPL | Apple Inc | -0.6% | -0.11% | 減碼 |
| 49 | CMCSA | Comcast Corp-class A | -0.7% | -30.87% | 減碼 |
| 50 | AMZN | Amazon.com Inc | -0.7% | -35.41% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First National Bank of Mount Dora, Trust Investment Services 在 Q2 2025 季度的美股持倉總市值約為 US$5.0億，共申報了 130 個公開持股部位。
在 Q2 2025 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：NVDA (4.7%)、SPY (4.3%)、MSFT (3.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.7% 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
SCHF
市值: US$982.5萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$155.0萬
在 Q2 2025 季度中，First National Bank of Mount Dora, Trust Investment Services 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 18 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SCHF。 本季清倉部位包含 UNH。
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。