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: 0000036644
申報總市值
US$35.5億
US$35.5億
503 檔
14.8%
根據最新整理的 13F 季度數據集，First National Bank Of Omaha 於 Q4 2025 結束時的管理資產規模為 US$35.5億。該機構在本季度申報了 503 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，First National Bank Of Omaha 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 35 個既有持股進行加碼（合計增持 47 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, BRK-B, AAPL）占據了總市值的 14.8%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 503 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 | MSFT | Microsoft CORP | 股票-科技 | 3.32% | -0.25% | +58.77% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.28% | +0.02% | +441.48% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.08% | +52.66% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.02% | +0.46% | +1387.84% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.79% | +0.18% | +1948.03% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.46% | +0.07% | +29407.26% | |
| 7 | DFAI | Dimensional International Co | ETF-其他 | 2.23% | -0.01% | +4.65% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.03% | +0.22% | +164.33% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.94% | +0.30% | +46.73% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.83% | +0.26% | +91.34% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.10% | +42.19% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.45% | -0.02% | +1551.83% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.41% | -0.22% | +659.12% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.03% | +93.93% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | +0.13% | +25.12% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.03% | -0.02% | +4500.00% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.03% | +0.03% | +8.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | +0.03% | +150.47% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.98% | +0.27% | — | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.11% | +36.98% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.35% | +97.77% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.84% | +0.03% | +4345.34% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 0.82% | -0.04% | +142.37% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.82% | -0.16% | +92.56% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.80% | -0.05% | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.24% | +171.17% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.08% | +255.16% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.75% | +0.01% | +201.36% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | -0.09% | +93.92% | |
| 30 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.69% | -0.10% | +625.31% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.68% | -0.24% | +15.31% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.64% | -0.01% | — | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.63% | -0.19% | +15.20% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.08% | +54.48% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.57% | +0.10% | +5372.90% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | +0.28% | +183.51% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.10% | +68.11% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.08% | +117.35% | |
| 39 | KLAC | Kla CORP | 股票-科技 | 0.53% | +0.39% | — | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.53% | +0.02% | +451.00% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.50% | +0.01% | +6.07% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.49% | -0.06% | +74.23% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.49% | -0.10% | +10.70% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | +0.07% | +50.28% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | +0.07% | +219.87% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.47% | +0.03% | +827.73% | |
| 47 | LFUS | Littelfuse Inc | 股票-科技 | 0.46% | -0.07% | +3.86% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +1388.83% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.45% | +0.02% | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.45% | +0.04% | +17.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.6% | +1387.84% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.5% | +1948.03% | 加碼 |
| 3 | VXUS | Vanguard Total Intl Stock | +2.4% | +29407.26% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +2% | +441.48% | 加碼 |
| 5 | EFA | Ishares Msci Eafe ETF | +1.3% | +1551.83% | 加碼 |
| 6 | WMT | Walmart Inc | +1% | +659.12% | 加碼 |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +1% | +4500.00% | 加碼 |
| 8 | IWF | Ishares Russell 1000 Growth | +0.8% | +4345.34% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.8% | +164.33% | 加碼 |
| 10 | C | Citigroup Inc | +0.6% | +5372.90% | 加碼 |
| 11 | GVI | Ishares Intermediate Governm | +0.5% | +625.31% | 加碼 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +1388.83% | 加碼 |
| 13 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +1694.04% | 加碼 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.4% | +827.73% | 加碼 |
| 15 | SCHW | Schwab (charles) CORP | +0.4% | +2373.07% | 加碼 |
| 16 | PM | Philip Morris International | +0.4% | +4837.18% | 加碼 |
| 17 | BNY | Bank Of New York Mellon CORP | +0.3% | +451.00% | 加碼 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +255.16% | 加碼 |
| 19 | SHEL | Shell Plc-adr | +0.3% | +1183.85% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.3% | +201.36% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +171.17% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.2% | +183.51% | 加碼 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +150.47% | 加碼 |
| 24 | RTX | Rtx CORP | +0.2% | +142.37% | 加碼 |
| 25 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +219.87% | 加碼 |
| 26 | NEE | Nextera Energy Inc | 0% | +92.56% | 加碼 |
| 27 | AVGO | Broadcom Inc | -0.1% | +93.93% | 加碼 |
| 28 | DIS | Walt Disney Co/the | -0.1% | +93.92% | 加碼 |
| 29 | CVX | Chevron CORP | -0.1% | +97.77% | 加碼 |
| 30 | AMZN | Amazon.com Inc | -0.1% | +91.34% | 加碼 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.4% | +25.12% | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | -0.8% | +42.19% | 加碼 |
| 33 | NVDA | Nvidia CORP | -0.9% | +46.73% | 加碼 |
| 34 | AAPL | Apple Inc | -0.9% | +52.66% | 加碼 |
| 35 | MSFT | Microsoft CORP | -1.4% | +58.77% | 加碼 |
| 36 | VONG | Vanguard Russell 1000 Growth | — | NEW | 新建倉 |
| 37 | VGSH | Vanguard Short-term Treasury | — | NEW | 新建倉 |
| 38 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | 新建倉 |
| 39 | KLAC | Kla CORP | — | NEW | 新建倉 |
| 40 | ✓ | Lebens Family Enterprises Ii | — | EXIT | 清倉 |
| 41 | OEF | Ishares S&p 100 ETF | — | NEW | 新建倉 |
| 42 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 43 | SUB | Ishares Short-term National | — | NEW | 新建倉 |
| 44 | UYLD | Angel Oak Ultrashort Income | — | NEW | 新建倉 |
| 45 | IWD | Ishares Russell 1000 Value E | — | NEW | 新建倉 |
| 46 | VONV | Vanguard Russell 1000 Value | — | NEW | 新建倉 |
| 47 | ✓ | Hunzeker Holdings, LLC Class | — | EXIT | 清倉 |
| 48 | MDY | State Street Spdr S&p Midcap | — | NEW | 新建倉 |
| 49 | ✓ | Mcgoo Partnership, LLP | — | EXIT | 清倉 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，First National Bank Of Omaha 在 Q4 2025 季度的美股持倉總市值約為 US$35.5億，共申報了 503 個公開持股部位。
在 Q4 2025 季度，First National Bank Of Omaha 按市值排列的前三大核心持股分別為：MSFT (3.3%)、BRK-B (3.3%)、AAPL (3.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.3% 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
VONG
市值: US$3295.0萬
本季最大獲利了結 / 清倉標的
LEBENS FAMILY ENTERPRISES II
前期市值: US$1565.9萬
在 Q4 2025 季度中，First National Bank Of Omaha 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 35 個部位、減碼 0 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VONG。 本季清倉部位包含 LEBENS FAMILY ENTERPRISES II。
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。