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
155 檔
15.8%
Heartland Bank & Trust Co 在 Q4 2025 季度的美股部位總計估值為 US$4.8億，分散於 155 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2025 申報觀察，Heartland Bank & Trust Co 採取防禦導向的調倉策略，本季減碼 116 檔個股並出清 24 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Heartland Bank & Trust Co 的前 5 大核心持股（包含 IGF, AAPL, MSFT 等）合計佔整體申報市值的 15.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
MS
市值: US$132.9萬
本季最大獲利了結 / 清倉標的
IBDQ
前期市值: US$291.4萬
| # | 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 | IGF | Ishares Global Infrastructur | ETF-其他 | 8.61% | -0.44% | +5.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.68% | +0.16% | -3.22% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.85% | -0.32% | -2.28% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.40% | +0.12% | -3.44% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.76% | +0.24% | -3.09% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.95% | +0.06% | -1.62% | |
| 7 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 2.89% | -0.35% | +0.37% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.20% | +0.23% | -1.37% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | +0.16% | -3.14% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.02% | -0.01% | +5.54% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.00% | +0.07% | +10.17% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.80% | -0.04% | +8.87% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.75% | +0.04% | -1.50% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.74% | -0.09% | -2.52% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.05% | -1.23% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.51% | +0.52% | -0.88% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.47% | — | -1.78% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 1.02% | +0.79% | -1.87% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.02% | +0.52% | -25.28% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.37% | -1.18% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.04% | -1.56% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.91% | -0.21% | -3.38% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.06% | +11.83% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.86% | -0.25% | -2.45% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.83% | -0.11% | -1.86% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | -0.05% | -1.52% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.02% | +12.37% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.70% | -0.02% | -12.50% | |
| 29 | GE | General Electric | 股票-工業 | 0.62% | +0.05% | -1.18% | |
| 30 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.61% | -0.03% | — | |
| 31 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.60% | -0.03% | — | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.60% | -0.11% | +869.53% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.58% | +0.32% | -1.66% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.56% | +0.05% | — | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | +0.02% | -1.80% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.01% | -0.47% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.05% | -2.62% | |
| 38 | CMI | Cummins Inc | 股票-工業 | 0.50% | +0.02% | -2.07% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.49% | +0.02% | +405.12% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.17% | +1.55% | |
| 41 | FITB | Fifth Third Bancorp | 股票-金融 | 0.49% | +0.02% | -1.75% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | -0.04% | -0.71% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.47% | +0.01% | +21.12% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.47% | -0.05% | -2.03% | |
| 45 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.47% | — | -1.39% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | -0.06% | -1.79% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.45% | +0.06% | -2.00% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | — | -1.84% | |
| 49 | PPL | Ppl CORP | 股票-公用事業 | 0.42% | -0.02% | -1.63% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.41% | -0.04% | -1.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1% | -3.09% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +0.7% | -1.37% | 減碼 |
| 3 | IGF | Ishares Global Infrastructur | +0.7% | +5.24% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | -3.22% | 減碼 |
| 5 | MU | Micron Technology Inc | +0.4% | -1.87% | 減碼 |
| 6 | AXP | American Express Co | +0.4% | +405.12% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.3% | -0.88% | 減碼 |
| 8 | DJP | Ipath Bloomberg Commodity In | +0.2% | +0.37% | 加碼 |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +10.17% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | -1.62% | 減碼 |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +8.87% | 加碼 |
| 12 | CME | Cme Group Inc | +0.2% | +102.33% | 加碼 |
| 13 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +5.54% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.1% | +11.83% | 加碼 |
| 15 | EXPE | Expedia Group Inc | +0.1% | -1.39% | 減碼 |
| 16 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +58.16% | 加碼 |
| 17 | MA | Mastercard Inc - A | +0.1% | +12.37% | 加碼 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -2.03% | 減碼 |
| 19 | EMR | Emerson Electric Co | +0.1% | +21.12% | 加碼 |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | +27.51% | 加碼 |
| 21 | CMI | Cummins Inc | +0.1% | -2.07% | 減碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | -1.52% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | -1.82% | 減碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | -3.14% | 減碼 |
| 25 | GM | General Motors Co | +0.1% | -1.62% | 減碼 |
| 26 | KLAC | Kla CORP | +0.1% | -1.66% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | -1.18% | 減碼 |
| 28 | HBT | Hbt Financial Inc/de | +0.1% | +41.79% | 加碼 |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.20% | 減碼 |
| 30 | WMT | Walmart Inc | +0.1% | -3.38% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -1.50% | 減碼 |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -3.02% | 減碼 |
| 33 | AMAT | Applied Materials Inc | 0% | -2.07% | 減碼 |
| 34 | C | Citigroup Inc | 0% | -1.89% | 減碼 |
| 35 | FICO | Fair Isaac CORP | 0% | -1.94% | 減碼 |
| 36 | APH | Amphenol Corp-cl A | 0% | -2.00% | 減碼 |
| 37 | RTX | Rtx CORP | 0% | -1.90% | 減碼 |
| 38 | JNJ | Johnson & Johnson | 0% | -1.84% | 減碼 |
| 39 | WAT | Waters CORP | 0% | -2.46% | 減碼 |
| 40 | GILD | Gilead Sciences Inc | 0% | -1.70% | 減碼 |
| 41 | NEM | Newmont CORP | 0% | -0.94% | 減碼 |
| 42 | WFC | Wells Fargo & Co | 0% | -0.82% | 減碼 |
| 43 | IBHF | Ishares Ibond 2026 Hy & Inc | 0% | +9.70% | 加碼 |
| 44 | DHR | Danaher CORP | 0% | -1.99% | 減碼 |
| 45 | KO | Coca-cola Co/the | 0% | -0.71% | 減碼 |
| 46 | IBM | Intl Business Machines CORP | 0% | -1.80% | 減碼 |
| 47 | FITB | Fifth Third Bancorp | 0% | -1.75% | 減碼 |
| 48 | IBHG | Ishares Ibonds 2027 Hy Inc | 0% | +5.67% | 加碼 |
| 49 | TSLA | Tesla Inc | 0% | -1.78% | 減碼 |
| 50 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Heartland Bank & Trust Co 在 Q4 2025 季度的美股持倉總市值約為 US$4.8億，共申報了 155 個公開持股部位。
在 Q4 2025 季度，Heartland Bank & Trust Co 按市值排列的前三大核心持股分別為：IGF (8.6%)、AAPL (7.7%)、MSFT (5.8%)。其中最大持股部位 IGF 佔據整體投資組合約 8.6% 的權重。
在 Q4 2025 季度中，Heartland Bank & Trust Co 共進行了 171 項持倉異動，包含新建倉 9 個部位、加碼 22 個部位、減碼 116 個部位以及清倉 24 個部位。 其中最大新建倉標的為 MS。 本季清倉部位包含 IBDQ。
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。