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: 0001940406
申報總市值
US$2.6億
US$2.6億
145 檔
15.4%
在 Q1 2025 申報期間，Greenfield Savings Bank（CIK: 0001940406）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.6億，共持有 145 個公開申報部位。
數據顯示 Greenfield Savings Bank 於 Q1 2025 季度持續回收資金，對 25 個既有部位進行裁減並清倉 3 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, JPM）累計市值佔比達 15.4%，是驅動 Greenfield Savings Bank 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
BP
市值: US$21.5萬
本季最大獲利了結 / 清倉標的
TREX
前期市值: US$27.1萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 7.19% | +0.06% | -1.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.99% | -0.45% | +0.04% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | -0.04% | -1.20% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.43% | -0.36% | -1.56% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.40% | +0.03% | -0.27% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.27% | +0.04% | +2.59% | |
| 7 | PGR | Progressive CORP | 股票-金融 | 2.24% | -0.07% | -1.06% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.13% | -0.14% | -1.36% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 1.97% | -0.10% | -0.71% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.97% | +0.25% | +0.90% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.97% | +0.13% | -6.53% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.92% | -0.03% | -0.36% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.86% | +0.04% | +0.56% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.76% | +0.25% | +2.07% | |
| 15 | AXP | American Express Co | 股票-金融 | 1.73% | -0.01% | -0.28% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.19% | — | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.53% | +0.18% | +1.09% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 1.50% | -0.04% | -0.39% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.38% | +0.02% | +3.02% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.33% | -0.26% | -0.34% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.31% | +0.04% | +1.73% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | +0.21% | +1.51% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.23% | -0.23% | +0.80% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.16% | -0.10% | -0.62% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | +0.03% | +3.08% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.11% | -0.45% | +2.51% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 1.08% | +0.61% | +2.42% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工業 | 1.04% | -0.29% | -1.07% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.39% | +1.32% | |
| 30 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.96% | +0.06% | -9.25% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.29% | -3.57% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | +2.32% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.08% | -0.73% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.86% | -0.14% | +3.14% | |
| 35 | MET | Metlife Inc | 股票-金融 | 0.84% | +0.01% | +1.15% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.05% | +11.71% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.03% | +0.66% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.80% | +1.36% | +0.89% | |
| 39 | PAYX | Paychex Inc | 股票-科技 | 0.80% | -0.03% | -2.54% | |
| 40 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.79% | -0.16% | +2.69% | |
| 41 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.78% | +0.12% | -1.53% | |
| 42 | HON | Honeywell International Inc | 股票-工業 | 0.73% | -0.64% | EXIT | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.73% | -0.05% | +8.79% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.73% | -0.04% | +4.90% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.71% | +0.24% | — | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.71% | -0.09% | -1.67% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.70% | -0.11% | — | |
| 48 | FTNT | Fortinet Inc | 股票-科技 | 0.67% | +0.29% | -5.94% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.08% | +1.92% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.62% | -0.12% | -1.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +0.4% | -0.39% | 減碼 |
| 2 | PGR | Progressive CORP | +0.4% | -1.06% | 減碼 |
| 3 | ABBV | Abbvie Inc | +0.3% | +0.56% | 加碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +11.71% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +2.51% | 加碼 |
| 6 | CVS | Cvs Health CORP | +0.1% | -13.21% | 減碼 |
| 7 | KO | Coca-cola Co/the | +0.1% | +4.90% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.1% | +2.32% | 加碼 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.1% | +8.79% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -0.73% | 減碼 |
| 11 | CVX | Chevron CORP | +0.1% | -3.57% | 減碼 |
| 12 | MCD | Mcdonald's CORP | +0.1% | -0.34% | 減碼 |
| 13 | BP | Bp Plc-spons Adr | +0.1% | NEW | 新建倉 |
| 14 | RTX | Rtx CORP | +0.1% | — | 不變 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +3.14% | 加碼 |
| 16 | DAL | Delta Air Lines Inc | +0.1% | NEW | 新建倉 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +1.09% | 加碼 |
| 18 | MA | Mastercard Inc - A | +0.1% | -1.36% | 減碼 |
| 19 | AMGN | Amgen Inc | +0.1% | -0.48% | 減碼 |
| 20 | CI | THE Cigna Group | +0.1% | +3.06% | 加碼 |
| 21 | DUK | Duke Energy CORP | +0.1% | -1.67% | 減碼 |
| 22 | ELV | Elevance Health Inc | +0.1% | -9.25% | 減碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +2.59% | 加碼 |
| 24 | MDLZ | Mondelez International Inc-a | +0.1% | -2.54% | 減碼 |
| 25 | STLD | Steel Dynamics Inc | +0.1% | -1.53% | 減碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +1.32% | 加碼 |
| 27 | ABT | Abbott Laboratories | +0.1% | -0.81% | 減碼 |
| 28 | CAT | Caterpillar Inc | -0.1% | +2.42% | 加碼 |
| 29 | PNC | Pnc Financial Services Group | -0.1% | -8.69% | 減碼 |
| 30 | MAR | Marriott International -cl A | -0.1% | -2.16% | 減碼 |
| 31 | USB | US Bancorp | -0.1% | -13.29% | 減碼 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -1.07% | 減碼 |
| 33 | AMAT | Applied Materials Inc | -0.1% | +0.89% | 加碼 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +2.07% | 加碼 |
| 35 | ETN | Eaton Corporation plc | -0.1% | -0.03% | 減碼 |
| 36 | HD | Home Depot Inc | -0.1% | -0.71% | 減碼 |
| 37 | ORCL | Oracle CORP | -0.1% | +1.92% | 加碼 |
| 38 | PLD | Prologis Inc | -0.1% | EXIT | 清倉 |
| 39 | RNR | RenaissanceRe Holdings Ltd. | -0.1% | EXIT | 清倉 |
| 40 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.27% | 減碼 |
| 41 | TREX | Trex Company Inc | -0.1% | EXIT | 清倉 |
| 42 | AXP | American Express Co | -0.1% | -0.28% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -0.2% | +2.59% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.51% | 加碼 |
| 45 | IJR | Ishares Core S&p Small-cap E | -0.3% | -6.53% | 減碼 |
| 46 | TSLA | Tesla Inc | -0.4% | -5.16% | 減碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.4% | +0.90% | 加碼 |
| 48 | NVDA | Nvidia CORP | -0.4% | -0.36% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.5% | +0.04% | 加碼 |
| 50 | AAPL | Apple Inc | -0.9% | -1.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Greenfield Savings Bank 在 Q1 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 145 個公開持股部位。
在 Q1 2025 季度，Greenfield Savings Bank 按市值排列的前三大核心持股分別為：AAPL (7.2%)、MSFT (5.0%)、JPM (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.2% 的權重。
在 Q1 2025 季度中，Greenfield Savings Bank 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 19 個部位、減碼 25 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BP。 本季清倉部位包含 TREX。
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。
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。
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。