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
206 檔
35.3%
Q1 2026 季度申報顯示，Heartland Bank & Trust Co 揭露的美股組合總市值為 US$4.8億，涵蓋 206 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Heartland Bank & Trust Co 採取了強勁的買進策略，建倉與加碼動作（合計 184 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Heartland Bank & Trust Co 的前 5 大持股（包含 VCRB, FIGB, IGF）貢獻了組合市值的 35.3%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 206 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 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 14.41% | -1.01% | — | |
| 2 | FIGB | Fidelity Invest Grd Bnd ETF | ETF-其他 | 10.84% | -0.79% | — | |
| 3 | IGF | Ishares Global Infrastructur | ETF-其他 | 5.29% | -0.44% | +5.22% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.55% | +0.16% | +18.86% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.43% | +0.12% | +26.99% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.32% | -0.32% | +38.91% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.43% | +0.24% | +4.18% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | +0.06% | +20.80% | |
| 9 | DJP | Ipath Bloomberg Commodity In | ETF-避險與商品 | 2.14% | -0.35% | +8.27% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 1.48% | +0.52% | +48.75% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | +0.23% | +33.95% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.37% | +83.03% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.31% | +0.07% | — | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.28% | +0.02% | — | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.22% | +0.07% | +14.73% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | +0.04% | +38.69% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.16% | +0.16% | +16.39% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.14% | -0.01% | +5.70% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.12% | -0.21% | +107.52% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.10% | -0.04% | +14.06% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.07% | +0.05% | +32.34% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.09% | +21.52% | |
| 23 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.98% | -0.01% | — | |
| 24 | HBT | Hbt Financial Inc/de | 股票-其他 | 0.97% | +0.03% | +857.56% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.05% | +70.89% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.82% | -0.25% | +78.29% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.78% | +0.13% | +401.60% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.04% | +42.85% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.67% | — | +2.93% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.17% | +68.75% | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 0.59% | +0.79% | -9.35% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.02% | +58.33% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.05% | +94.36% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.54% | -0.14% | +112.33% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.52% | +2.46% | |
| 36 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.02% | +26.04% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | -0.02% | +106.28% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.43% | -0.09% | +115.83% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.41% | +0.06% | +3.03% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.40% | -0.03% | +129.91% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.38% | -0.11% | +3.23% | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.37% | +0.32% | -0.18% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.36% | — | +349.42% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.41% | +290.95% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.35% | -0.06% | +77.62% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.35% | -0.04% | +49.53% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | -0.01% | +3.25% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.34% | -0.07% | +57.08% | |
| 49 | SYK | Stryker CORP | 股票-醫療保健 | 0.33% | -0.07% | +98.19% | |
| 50 | MS | Morgan Stanley | 股票-金融 | 0.33% | +0.05% | +18.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HBT | Hbt Financial Inc/de | +0.8% | +857.56% | 加碼 |
| 2 | IBDU | Ishares Ibonds Dec 2029 Term | +0.5% | +401.60% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +83.03% | 加碼 |
| 4 | WMT | Walmart Inc | +0.2% | +107.52% | 加碼 |
| 5 | PM | Philip Morris International | +0.2% | +349.42% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +290.95% | 加碼 |
| 7 | LMT | Lockheed Martin CORP | +0.2% | +112.33% | 加碼 |
| 8 | SO | Southern Co/the | +0.1% | +303.68% | 加碼 |
| 9 | CVX | Chevron CORP | +0.1% | +68.75% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.1% | +168.90% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.1% | +343.93% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +106.28% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.1% | +115.83% | 加碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +272.14% | 加碼 |
| 15 | DE | Deere & Co | +0.1% | +151.24% | 加碼 |
| 16 | PH | Parker Hannifin CORP | +0.1% | +156.25% | 加碼 |
| 17 | ORLY | O'reilly Automotive Inc | +0.1% | +237.07% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +70.89% | 加碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +165.13% | 加碼 |
| 20 | AMAT | Applied Materials Inc | +0.1% | +74.89% | 加碼 |
| 21 | PG | Procter & Gamble Co/the | 0% | +94.36% | 加碼 |
| 22 | BLK | Blackrock Inc | 0% | +129.91% | 加碼 |
| 23 | T | At&t Inc | 0% | +72.82% | 加碼 |
| 24 | DOV | Dover CORP | 0% | +96.50% | 加碼 |
| 25 | SYK | Stryker CORP | 0% | +98.19% | 加碼 |
| 26 | VZ | Verizon Communications Inc | 0% | +46.64% | 加碼 |
| 27 | HWM | Howmet Aerospace Inc | 0% | +58.53% | 加碼 |
| 28 | WEC | Wec Energy Group Inc | 0% | +49.37% | 加碼 |
| 29 | PLD | Prologis Inc | 0% | +60.71% | 加碼 |
| 30 | DHI | Dr Horton Inc | 0% | +68.66% | 加碼 |
| 31 | CBSH | Commerce Bancshares Inc | 0% | +48.12% | 加碼 |
| 32 | CAT | Caterpillar Inc | 0% | +48.75% | 加碼 |
| 33 | ORCL | Oracle CORP | 0% | +107.16% | 加碼 |
| 34 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +42.68% | 加碼 |
| 35 | FCX | Freeport-mcmoran Inc | 0% | +3.28% | 加碼 |
| 36 | CTVA | Corteva Inc | 0% | -7.16% | 減碼 |
| 37 | O | Realty Income CORP | 0% | +3.52% | 加碼 |
| 38 | KVUE | Kenvue Inc | 0% | +9.24% | 加碼 |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +78.29% | 加碼 |
| 40 | MPC | Marathon Petroleum CORP | 0% | +2.60% | 加碼 |
| 41 | BKR | Baker Hughes Co | 0% | +3.32% | 加碼 |
| 42 | HSY | Hershey Co/the | 0% | +2.14% | 加碼 |
| 43 | GS | Goldman Sachs Group Inc | 0% | +20.23% | 加碼 |
| 44 | GRMN | Garmin Ltd. | 0% | +1.69% | 加碼 |
| 45 | PSA | Public Storage | 0% | +3.09% | 加碼 |
| 46 | CHRW | C.h. Robinson Worldwide Inc | 0% | +3.46% | 加碼 |
| 47 | MCD | Mcdonald's CORP | -0.1% | +57.08% | 加碼 |
| 48 | UNP | Union Pacific CORP | -0.1% | +50.81% | 加碼 |
| 49 | DHR | Danaher CORP | -0.1% | +62.48% | 加碼 |
| 50 | IBTK | Ishares Ibonds Dec 2030 Trea | -0.1% | +27.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Heartland Bank & Trust Co 在 Q1 2026 季度的美股持倉總市值約為 US$4.8億，共申報了 206 個公開持股部位。
在 Q1 2026 季度，Heartland Bank & Trust Co 按市值排列的前三大核心持股分別為：VCRB (14.4%)、FIGB (10.8%)、IGF (5.3%)。其中最大持股部位 VCRB 佔據整體投資組合約 14.4% 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
VCRB
市值: US$6373.4萬
本季最大獲利了結 / 清倉標的
FOX
前期市值: US$26.1萬
在 Q1 2026 季度中，Heartland Bank & Trust Co 共進行了 200 項持倉異動，包含新建倉 54 個部位、加碼 130 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 VCRB。 本季清倉部位包含 FOX。
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。