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: 0001706028
申報總市值
US$11.5億
US$11.5億
299 檔
16.5%
在 Q3 2025 的 13F 官方備案中，Heritage Trust Co 管理的美股投資組合規模來到 US$11.5億，整體持股檔數為 299 檔。
Heritage Trust Co 於 Q3 2025 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 27 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, JNJ）累計市值佔比達 16.5%，是驅動 Heritage Trust Co 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 299 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 | 5.68% | -0.40% | -2.23% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.58% | -0.11% | -6.00% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.39% | -0.43% | +0.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.91% | +0.02% | +11.90% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.64% | -0.09% | -0.85% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.47% | +0.18% | -0.26% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.32% | +0.03% | +6.32% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | -0.06% | +1.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | +0.04% | -1.64% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.75% | -0.07% | -20.53% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.66% | -0.39% | +0.82% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.50% | +0.28% | +0.79% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.46% | +0.07% | +22.02% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.36% | -0.02% | +0.50% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | -0.01% | +1.14% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | -0.03% | +1.14% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.19% | -0.13% | +3.41% | |
| 18 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 1.18% | -0.18% | +34.77% | |
| 19 | MO | Altria Group Inc | 股票-非循環性消費 | 1.10% | -0.05% | +3.50% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.09% | — | -17.60% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.00% | +0.27% | +1.26% | |
| 22 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.85% | -0.02% | +12.90% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | +0.02% | -0.50% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.84% | +0.28% | +1.37% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.82% | -0.03% | -0.54% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.82% | -0.03% | -3.41% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.80% | -0.04% | -0.29% | |
| 28 | T | At&t Inc | 股票-通訊服務 | 0.79% | -0.29% | -0.05% | |
| 29 | URI | United Rentals Inc | 股票-工業 | 0.78% | +0.19% | +1.00% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.77% | -0.01% | -0.80% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.77% | +0.05% | -0.02% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.77% | -0.02% | -1.35% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.30% | +0.08% | |
| 34 | GM | General Motors Co | 股票-循環性消費 | 0.73% | -0.09% | -2.41% | |
| 35 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.70% | +0.03% | +0.85% | |
| 36 | FISV | Fiserv Inc | 股票-其他 | 0.69% | -0.01% | +9.78% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.65% | -0.04% | +2.35% | |
| 38 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.65% | -0.11% | +60.44% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.63% | -0.06% | +2.13% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.06% | +2.51% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.60% | +0.14% | — | |
| 42 | PSX | Phillips 66 | 股票-能源 | 0.60% | -0.16% | +0.24% | |
| 43 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.59% | +0.40% | -0.14% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.59% | +0.31% | -2.39% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.21% | +2.85% | |
| 46 | PCAR | Paccar Inc | 股票-工業 | 0.58% | -0.08% | +42.06% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.53% | -0.35% | -0.47% | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.52% | -0.02% | +27.76% | |
| 49 | ICE | Intercontinental Exchange In | 股票-金融 | 0.52% | -0.13% | +1.45% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.52% | -0.07% | +1.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | -2.23% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -0.26% | 加碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +11.90% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.5% | -20.53% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.64% | 減碼 |
| 6 | UYLD | Angel Oak Ultrashort Income | +0.3% | +34.77% | 加碼 |
| 7 | VZ | Verizon Communications Inc | +0.3% | +27.76% | 加碼 |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | +60.44% | 加碼 |
| 9 | PCAR | Paccar Inc | +0.3% | +42.06% | 加碼 |
| 10 | TCHP | T Rowe Price Blue Chip Growt | +0.3% | +78.75% | 加碼 |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +22.02% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +1.26% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.2% | -17.60% | 減碼 |
| 14 | URI | United Rentals Inc | +0.2% | +1.00% | 加碼 |
| 15 | GPC | Genuine Parts Co | +0.2% | +12.90% | 加碼 |
| 16 | QLTY | Gmo U.s. Quality ETF | +0.2% | +55.54% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.2% | -2.39% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +3.41% | 加碼 |
| 19 | HPE | Hewlett Packard Enterprise | +0.2% | -0.14% | 減碼 |
| 20 | AVGO | Broadcom Inc | +0.2% | +33.62% | 加碼 |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | -0.02% | 加碼 |
| 22 | VCIT | Vanguard Int-term Corporate | +0.1% | +30.17% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.1% | +3.31% | 加碼 |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +4.50% | 加碼 |
| 25 | USB | US Bancorp | +0.1% | +16.24% | 加碼 |
| 26 | MO | Altria Group Inc | +0.1% | +3.50% | 加碼 |
| 27 | GM | General Motors Co | +0.1% | -2.41% | 減碼 |
| 28 | ABBV | Abbvie Inc | 0% | +6.32% | 加碼 |
| 29 | WMT | Walmart Inc | 0% | +0.82% | 減碼 |
| 30 | AMZN | Amazon.com Inc | 0% | +1.14% | 加碼 |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | -0.85% | 減碼 |
| 32 | JNJ | Johnson & Johnson | — | +0.19% | 加碼 |
| 33 | AAPL | Apple Inc | 0% | -6.00% | 減碼 |
| 34 | QCOM | Qualcomm Inc | -0.1% | +0.79% | 加碼 |
| 35 | ACN | Accenture plc | -0.2% | -0.47% | 加碼 |
| 36 | JNJ | Johnson & Johnson | -0.3% | -91.33% | 減碼 |
| 37 | OKE | Oneok Inc | -0.3% | +0.58% | 減碼 |
| 38 | GLW | Corning Inc | -0.3% | -5.83% | 減碼 |
| 39 | FISV | Fiserv Inc | -0.4% | +9.78% | 加碼 |
| 40 | MS | Morgan Stanley | -0.6% | +6.58% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | -0.7% | +1.26% | 加碼 |
| 42 | PAYC | Paycom Software Inc | — | EXIT | 清倉 |
| 43 | FAST | Fastenal Co | — | NEW | 新建倉 |
| 44 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清倉 |
| 45 | HEI-A | Heico Corp-class A | — | EXIT | 清倉 |
| 46 | INTC | Intel CORP | — | NEW | 新建倉 |
| 47 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 48 | APH | Amphenol Corp-cl A | — | NEW | 新建倉 |
| 49 | PFG | Principal Financial Group | — | NEW | 新建倉 |
| 50 | BCSF | Bain Capital Specialty Finan | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Heritage Trust Co 在 Q3 2025 季度的美股持倉總市值約為 US$11.5億，共申報了 299 個公開持股部位。
在 Q3 2025 季度，Heritage Trust Co 按市值排列的前三大核心持股分別為：MSFT (5.7%)、AAPL (5.6%)、JNJ (3.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.7% 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
FAST
市值: US$259.6萬
本季最大獲利了結 / 清倉標的
PAYC
前期市值: US$548.1萬
在 Q3 2025 季度中，Heritage Trust Co 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 27 個部位、減碼 14 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FAST。 本季清倉部位包含 PAYC。
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。