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: 0001730479
申報總市值
US$8.9億
US$8.9億
586 檔
10.0%
Independence Bank of Kentucky 在 Q3 2024 季度的美股部位總計估值為 US$8.9億，分散於 586 個持倉標的之中，反映其市場參與廣度與投資規模。
Independence Bank of Kentucky 於 Q3 2024 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 45 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 AAPL, SPY, MSFT）累計市值佔比達 10.0%，是驅動 Independence Bank of Kentucky 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 586 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 | 5.02% | -0.01% | +26.25% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.25% | -0.07% | -15.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.29% | +34.39% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.80% | +0.34% | +30.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.79% | +0.13% | +29.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | -0.05% | +8.73% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | +0.23% | +55.12% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.06% | -0.16% | +39.77% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.77% | -0.03% | +17.98% | |
| 10 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.69% | -0.11% | +14.53% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | — | +12.94% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | -0.09% | -0.64% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.37% | +0.06% | +31.30% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.33% | +0.07% | +34.22% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.32% | +0.27% | +28.48% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.30% | +0.08% | +12.88% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | -0.10% | +10.00% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.24% | -0.31% | +10.88% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.08% | -0.17% | +18.25% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.07% | -0.08% | +65.56% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.99% | -0.14% | +12.03% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.26% | -0.87% | |
| 23 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.89% | -0.06% | -7.91% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.87% | +0.73% | +92.11% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.05% | +63.99% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.09% | +12.94% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.78% | +0.14% | +11.55% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.75% | -0.13% | +0.33% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.04% | +21.58% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.16% | +41.81% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.67% | -0.11% | +27.26% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.66% | -0.02% | +119.03% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.04% | +3.79% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.59% | -0.03% | +11.00% | |
| 35 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | -0.02% | +21.46% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.59% | +0.03% | -7.45% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.56% | -0.01% | +3.30% | |
| 38 | USB | US Bancorp | 股票-金融 | 0.54% | -0.02% | -0.91% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.53% | -0.07% | -2.34% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.52% | +0.19% | +1.56% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | -0.02% | +8.91% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.51% | +0.09% | +972.88% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.50% | -0.11% | -8.92% | |
| 44 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.49% | +0.22% | +678.45% | |
| 45 | BLKCHF | Blackrock Inc | 股票-其他 | 0.49% | — | +80.50% | |
| 46 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.48% | -0.06% | +6.54% | |
| 47 | MO | Altria Group Inc | 股票-非循環性消費 | 0.48% | -0.02% | +2.26% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.04% | +89.86% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | -0.02% | -0.87% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.45% | +0.07% | +108.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +26.25% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +39.77% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.4% | +55.12% | 加碼 |
| 4 | VRT | Vertiv Holdings Co-a | +0.4% | +678.45% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.4% | +65.56% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.3% | +92.11% | 加碼 |
| 7 | DON | Wisdomtree US Midcap Dividen | +0.3% | +119.03% | 加碼 |
| 8 | HD | Home Depot Inc | +0.3% | +63.99% | 加碼 |
| 9 | IRM | Iron Mountain Inc | +0.3% | +1204.97% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +34.22% | 加碼 |
| 11 | PNC | Pnc Financial Services Group | +0.3% | +230.12% | 加碼 |
| 12 | MCD | Mcdonald's CORP | +0.2% | +89.86% | 加碼 |
| 13 | BLKCHF | Blackrock Inc | +0.2% | +80.50% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.2% | +34.39% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +108.71% | 加碼 |
| 16 | WMT | Walmart Inc | +0.2% | +41.81% | 加碼 |
| 17 | MS | Morgan Stanley | +0.2% | +203.61% | 加碼 |
| 18 | CMI | Cummins Inc | +0.2% | +1617.24% | 加碼 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.2% | +31.30% | 加碼 |
| 20 | XLI | Ss Industrial Select Sector | +0.2% | +1395.21% | 加碼 |
| 21 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +192.74% | 加碼 |
| 22 | DFSEUR | Discover Financial Services | +0.1% | +491.79% | 加碼 |
| 23 | MU | Micron Technology Inc | +0.1% | +291.07% | 加碼 |
| 24 | SU | Suncor Energy Inc | +0.1% | +323.70% | 加碼 |
| 25 | OEF | Ishares S&p 100 ETF | +0.1% | NEW | 新建倉 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +55.42% | 加碼 |
| 27 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +111.56% | 加碼 |
| 28 | ABT | Abbott Laboratories | +0.1% | +27.26% | 加碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +21.58% | 加碼 |
| 30 | LMT | Lockheed Martin CORP | +0.1% | +23.00% | 加碼 |
| 31 | ETN | Eaton Corporation plc | +0.1% | +53.90% | 加碼 |
| 32 | BAC | Bank Of America CORP | +0.1% | +71.42% | 加碼 |
| 33 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +17.98% | 加碼 |
| 34 | NEE | Nextera Energy Inc | +0.1% | +12.03% | 加碼 |
| 35 | COST | Costco Wholesale CORP | +0.1% | +39.83% | 加碼 |
| 36 | AMZN | Amazon.com Inc | 0% | +29.06% | 加碼 |
| 37 | LLY | Eli Lilly & Co | 0% | +28.48% | 加碼 |
| 38 | ABBV | Abbvie Inc | 0% | +11.55% | 加碼 |
| 39 | APD | Air Products & Chemicals Inc | 0% | +11.00% | 加碼 |
| 40 | IWM | Ishares Russell 2000 ETF | 0% | +12.88% | 加碼 |
| 41 | JNJ | Johnson & Johnson | 0% | +10.00% | 加碼 |
| 42 | PEP | Pepsico Inc | 0% | +18.25% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | 0% | +14.53% | 加碼 |
| 44 | V | Visa Inc-class A Shares | -0.1% | +12.94% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | +30.05% | 加碼 |
| 46 | DG | Dollar General CORP | -0.2% | -87.15% | 減碼 |
| 47 | JPM | Jpmorgan Chase & Co | -0.2% | +8.73% | 加碼 |
| 48 | VCLT | Vanguard Long-term CORP Bond | -0.2% | -61.57% | 減碼 |
| 49 | SMH | Vaneck Semiconductor ETF | -0.4% | -44.98% | 減碼 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.6% | -15.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Independence Bank of Kentucky 在 Q3 2024 季度的美股持倉總市值約為 US$8.9億，共申報了 586 個公開持股部位。
在 Q3 2024 季度，Independence Bank of Kentucky 按市值排列的前三大核心持股分別為：AAPL (5.0%)、SPY (4.3%)、MSFT (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.0% 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
OEF
市值: US$53.3萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$2216.9萬
在 Q3 2024 季度中，Independence Bank of Kentucky 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 45 個部位、減碼 4 個部位以及清倉 0 個部位。 其中最大新建倉標的為 OEF。
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。