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
294 檔
18.0%
Q4 2025 季度申報顯示，Heritage Trust Co 揭露的美股組合總市值為 US$11.5億，涵蓋 294 個不同之權益投資部位。
觀察 Q4 2025 的申報異動，Heritage Trust Co 採取了強勁的買進策略，建倉與加碼動作（合計 31 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，Heritage Trust Co 的前 5 大持股（包含 AAPL, MSFT, JNJ）貢獻了組合市值的 18.0%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 294 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 | AAPL | Apple Inc | 股票-科技 | 6.38% | -0.11% | +11.60% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.06% | -0.40% | -0.64% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.62% | -0.43% | -0.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.03% | +0.02% | +5.94% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.01% | +0.18% | -1.45% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.77% | -0.09% | +5.02% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | -0.06% | +0.07% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.21% | +0.03% | +0.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.09% | +0.04% | -4.46% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.72% | +0.07% | +21.41% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.71% | -0.39% | -0.66% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.51% | +0.28% | +1.41% | |
| 13 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 1.48% | -0.18% | +30.83% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.27% | -0.01% | -1.06% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.24% | -0.03% | +1.08% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.13% | -0.07% | -2.82% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.02% | +0.79% | |
| 18 | GM | General Motors Co | 股票-循環性消費 | 1.06% | -0.09% | +12.90% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.13% | +1.49% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | — | -2.35% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.98% | -0.10% | +111.84% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.95% | +0.27% | +2.93% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.93% | +0.28% | +3.06% | |
| 24 | MO | Altria Group Inc | 股票-非循環性消費 | 0.92% | -0.05% | -0.19% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.84% | -0.03% | -4.53% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.04% | +3.56% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | +0.02% | -0.91% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.78% | -0.11% | +26.77% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.78% | -0.01% | +2.57% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.30% | -2.15% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.73% | -0.03% | -0.99% | |
| 32 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.72% | -0.02% | -0.52% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.71% | -0.02% | -2.88% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | -0.06% | +0.69% | |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.70% | +0.05% | -6.23% | |
| 36 | PCAR | Paccar Inc | 股票-工業 | 0.70% | -0.08% | +12.88% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 0.70% | +0.31% | +2.00% | |
| 38 | ADP | Automatic Data Processing | 股票-科技 | 0.67% | -0.04% | -0.67% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.66% | -0.29% | -0.63% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.65% | +0.03% | -2.74% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.64% | +0.19% | +1.38% | |
| 42 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 0.63% | +0.04% | +52.46% | |
| 43 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.60% | +0.40% | +7.08% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.55% | -0.35% | +0.10% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | -0.06% | -2.68% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.21% | -0.94% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.54% | -0.16% | -1.19% | |
| 48 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 0.54% | +0.04% | +19.67% | |
| 49 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.54% | -0.12% | +9.00% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | +0.14% | -11.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +11.60% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -1.45% | 減碼 |
| 3 | VCIT | Vanguard Int-term Corporate | +0.5% | +111.84% | 加碼 |
| 4 | GM | General Motors Co | +0.3% | +12.90% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.46% | 減碼 |
| 6 | UYLD | Angel Oak Ultrashort Income | +0.3% | +30.83% | 加碼 |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +21.41% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -0.43% | 減碼 |
| 9 | QLTY | Gmo U.s. Quality ETF | +0.2% | +52.46% | 加碼 |
| 10 | OMC | Omnicom Group | +0.2% | +198.20% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | +9.65% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +3.56% | 加碼 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.02% | 加碼 |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +26.77% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.94% | 加碼 |
| 16 | PCAR | Paccar Inc | +0.1% | +12.88% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.1% | +2.00% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +3.06% | 加碼 |
| 19 | LRCX | Lam Research CORP | +0.1% | +2.46% | 加碼 |
| 20 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +19.67% | 加碼 |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +9.00% | 加碼 |
| 22 | TFC | Truist Financial CORP | +0.1% | +26.61% | 加碼 |
| 23 | DHR | Danaher CORP | +0.1% | +0.69% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | -0.66% | 減碼 |
| 25 | COF | Capital One Financial CORP | +0.1% | +0.52% | 加碼 |
| 26 | LLY | Eli Lilly & Co | +0.1% | -10.68% | 減碼 |
| 27 | AMZN | Amazon.com Inc | 0% | +1.08% | 加碼 |
| 28 | QCOM | Qualcomm Inc | 0% | +1.41% | 加碼 |
| 29 | KTOS | Kratos Defense & Security | -0.1% | -19.06% | 減碼 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | -72.44% | 減碼 |
| 31 | INTC | Intel CORP | -0.1% | -50.14% | 減碼 |
| 32 | VB | Vanguard Small-cap ETF | -0.1% | -24.90% | 減碼 |
| 33 | AMT | American Tower CORP | -0.1% | -7.06% | 減碼 |
| 34 | ADP | Automatic Data Processing | -0.1% | -0.67% | 減碼 |
| 35 | GPC | Genuine Parts Co | -0.1% | -0.52% | 減碼 |
| 36 | T | At&t Inc | -0.1% | -0.63% | 減碼 |
| 37 | URI | United Rentals Inc | -0.1% | +1.38% | 加碼 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | +1.49% | 加碼 |
| 39 | MO | Altria Group Inc | -0.2% | -0.19% | 減碼 |
| 40 | HD | Home Depot Inc | -0.2% | +0.79% | 加碼 |
| 41 | CMCSA | Comcast Corp-class A | -0.4% | -88.24% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.6% | -0.64% | 減碼 |
| 43 | FISV | Fiserv Inc | -0.6% | -81.78% | 減碼 |
| 44 | ORCL | Oracle CORP | -0.6% | -2.82% | 減碼 |
| 45 | DELL | Dell Technologies -c | — | NEW | 新建倉 |
| 46 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清倉 |
| 47 | FSCC | Fed Hermes Small Cap Core | — | NEW | 新建倉 |
| 48 | PAAA | Pgim Aaa Clo ETF | — | NEW | 新建倉 |
| 49 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | 新建倉 |
| 50 | ALL | Allstate CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Heritage Trust Co 在 Q4 2025 季度的美股持倉總市值約為 US$11.5億，共申報了 294 個公開持股部位。
在 Q4 2025 季度，Heritage Trust Co 按市值排列的前三大核心持股分別為：AAPL (6.4%)、MSFT (5.1%)、JNJ (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.4% 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
DELL
市值: US$259.7萬
本季最大獲利了結 / 清倉標的
IPG
前期市值: US$217.3萬
在 Q4 2025 季度中，Heritage Trust Co 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 26 個部位、減碼 18 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DELL。 本季清倉部位包含 IPG。
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。