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: 0001866040
申報總市值
US$4.8億
US$4.8億
170 檔
15.4%
根據最新整理的 13F 季度數據集，Heartland Bank & Trust Co 於 Q3 2025 結束時的管理資產規模為 US$4.8億。該機構在本季度申報了 170 檔美股持倉，呈現出該時期的主要投資地圖。
Heartland Bank & Trust Co 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 117 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Heartland Bank & Trust Co 的前 5 大持股（包含 IGF, AAPL, MSFT）貢獻了組合市值的 15.4%，形成該機構在 Q3 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 | IGF | Ishares Global Infrastructur | ETF-其他 | 7.96% | -0.44% | +2.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.25% | +0.16% | +17.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.25% | -0.32% | +2.17% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.46% | +0.12% | -4.11% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.73% | +0.06% | +50.25% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.72% | +0.24% | -18.17% | |
| 7 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 2.65% | -0.35% | -10.92% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.00% | +0.16% | -0.68% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.94% | -0.09% | -10.90% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.87% | -0.01% | +23.76% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.78% | +0.07% | +23.62% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | +0.04% | -3.90% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.62% | -0.04% | +31.33% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.05% | +82.18% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.55% | +0.23% | -2.00% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.44% | — | +9.28% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.24% | +0.52% | +128.35% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.20% | — | +25.63% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.01% | +0.52% | +0.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.96% | -0.04% | -0.35% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.02% | +42.91% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.37% | +3.79% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.87% | -0.25% | +5.95% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.21% | -25.31% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.85% | -0.11% | -2.03% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.78% | -0.11% | -19.99% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.06% | -0.89% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | -0.05% | -0.90% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.02% | -1.13% | |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.60% | -0.03% | +238.20% | |
| 31 | GE | General Electric | 股票-工業 | 0.60% | +0.05% | +0.94% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.60% | +0.79% | +0.89% | |
| 33 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.59% | -0.03% | +232.61% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.58% | +0.05% | +0.63% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | -0.05% | -27.07% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 0.57% | -0.06% | -0.15% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | -0.01% | +24.04% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | +0.02% | -1.77% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.51% | +0.09% | -2.07% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.51% | +0.32% | -3.87% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.51% | — | -0.28% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.49% | — | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.17% | +5.13% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.48% | -0.06% | -4.73% | |
| 45 | FITB | Fifth Third Bancorp | 股票-金融 | 0.46% | +0.02% | +0.73% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | -0.04% | +51.69% | |
| 47 | PPL | Ppl CORP | 股票-公用事業 | 0.44% | -0.02% | -0.14% | |
| 48 | ANET | Arista Networks Inc | 股票-科技 | 0.44% | +0.05% | -4.37% | |
| 49 | CMI | Cummins Inc | 股票-工業 | 0.41% | +0.02% | -8.77% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.41% | +0.06% | +0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -4.11% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +1% | +50.25% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.8% | +128.35% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.7% | -0.68% | 減碼 |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.7% | +23.62% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.7% | +2.17% | 加碼 |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.6% | +23.76% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.6% | +82.18% | 加碼 |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | +0.5% | +31.33% | 加碼 |
| 10 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.5% | +25.63% | 加碼 |
| 11 | TSLA | Tesla Inc | +0.5% | +9.28% | 加碼 |
| 12 | IBTG | Ishares Ibonds Dec 2026 Term | +0.4% | +238.20% | 加碼 |
| 13 | IBTH | Ishares Ibonds Dec 2027 Term | +0.4% | +232.61% | 加碼 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.4% | -2.03% | 減碼 |
| 15 | GE | General Electric | +0.3% | +0.94% | 加碼 |
| 16 | MU | Micron Technology Inc | +0.2% | +0.89% | 減碼 |
| 17 | AMD | Advanced Micro Devices | +0.2% | +0.51% | 減碼 |
| 18 | HD | Home Depot Inc | +0.2% | +42.91% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -18.17% | 減碼 |
| 20 | ANET | Arista Networks Inc | +0.1% | -4.37% | 減碼 |
| 21 | LIN | Linde plc | +0.1% | -0.77% | 加碼 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +0.05% | 減碼 |
| 23 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.1% | +27.83% | 加碼 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | +0.51% | 加碼 |
| 25 | ORCL | Oracle CORP | +0.1% | +7.88% | 加碼 |
| 26 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.1% | +34.30% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | -1.32% | 減碼 |
| 28 | KLAC | Kla CORP | +0.1% | -3.87% | 減碼 |
| 29 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.1% | +21.70% | 加碼 |
| 30 | IBHE | Ishares Ibonds 2025 H/y Inc | +0.1% | +23.42% | 加碼 |
| 31 | AAPL | Apple Inc | +0.1% | +17.02% | 加碼 |
| 32 | COP | Conocophillips | +0.1% | +0.38% | 加碼 |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | +0.63% | 減碼 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +50.63% | 加碼 |
| 35 | KO | Coca-cola Co/the | +0.1% | +51.69% | 加碼 |
| 36 | EQIX | Equinix Inc | +0.1% | -0.64% | 加碼 |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +16.33% | 加碼 |
| 38 | MPWR | Monolithic Power Systems Inc | +0.1% | -1.22% | 減碼 |
| 39 | CEG | Constellation Energy | 0% | -0.26% | 減碼 |
| 40 | JNJ | Johnson & Johnson | 0% | -1.41% | 減碼 |
| 41 | C | Citigroup Inc | 0% | -0.19% | 減碼 |
| 42 | AEE | Ameren Corporation | 0% | +14.06% | 加碼 |
| 43 | HWM | Howmet Aerospace Inc | 0% | +1.06% | 減碼 |
| 44 | UBER | Uber Technologies Inc | 0% | +0.03% | 減碼 |
| 45 | CFG | Citizens Financial Group | 0% | +0.54% | 減碼 |
| 46 | AMAT | Applied Materials Inc | 0% | -2.03% | 減碼 |
| 47 | SMCI | Super Micro Computer Inc | 0% | +1.63% | 減碼 |
| 48 | BNY | Bank Of New York Mellon CORP | — | -0.30% | 減碼 |
| 49 | TJX | Tjx Companies Inc | — | +10.71% | 加碼 |
| 50 | VZ | Verizon Communications Inc | — | +41.38% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Heartland Bank & Trust Co 在 Q3 2025 季度的美股持倉總市值約為 US$4.8億，共申報了 170 個公開持股部位。
在 Q3 2025 季度，Heartland Bank & Trust Co 按市值排列的前三大核心持股分別為：IGF (8.0%)、AAPL (7.3%)、MSFT (6.3%)。其中最大持股部位 IGF 佔據整體投資組合約 8.0% 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
PM
市值: US$117.9萬
本季最大獲利了結 / 清倉標的
TSCO
前期市值: US$88.2萬
在 Q3 2025 季度中，Heartland Bank & Trust Co 共進行了 187 項持倉異動，包含新建倉 29 個部位、加碼 41 個部位、減碼 97 個部位以及清倉 20 個部位。 其中最大新建倉標的為 PM。 本季清倉部位包含 TSCO。
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。