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
623 檔
19.4%
截至 Q4 2024 季度末，Independence Bank of Kentucky 的美股持倉估值約為 US$8.9億，全數申報部位共有 623 檔。
觀察 Q4 2024 的申報異動，Independence Bank of Kentucky 採取了強勁的買進策略，建倉與加碼動作（合計 47 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，Independence Bank of Kentucky 的前 5 大持股（包含 SPY, AAPL, MSFT）貢獻了組合市值的 19.4%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 623 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.31% | -0.07% | +263.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.65% | -0.01% | +20.39% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.38% | -0.29% | +50.99% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.35% | -0.05% | +76.97% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.80% | +0.07% | +2534.77% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | +0.13% | +9.55% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.46% | +0.34% | +7.57% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.98% | +0.23% | +8.57% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.61% | -0.16% | +6.92% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | — | +18.33% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.30% | -0.11% | +11.09% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.25% | -0.03% | -1.19% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.18% | +0.06% | +18.17% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.12% | -0.09% | +22.52% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.05% | +88.01% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | -0.10% | +26.01% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.00% | +0.08% | +6.90% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.31% | +7.80% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.94% | -0.06% | +517.33% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.17% | +35.27% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | +0.27% | +11.13% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.83% | +0.07% | +0.76% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.08% | +8.39% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.79% | -0.05% | +349.22% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.78% | +0.02% | +807.42% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 0.77% | -0.17% | +363.67% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.75% | -0.01% | +1344.11% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.72% | -0.16% | +31.96% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | +0.14% | +40.11% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.13% | -2.46% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | -0.09% | +25.90% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | +0.12% | +207.06% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.04% | +25.06% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.26% | +2.63% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.60% | -0.11% | +25.50% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.57% | -0.14% | -6.06% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.57% | -0.06% | -2.89% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.02% | +40.61% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.09% | +9.93% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.52% | -0.02% | +10.38% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.73% | +11.53% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.50% | -0.03% | +1278.50% | |
| 43 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.47% | +0.22% | +17.50% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.47% | -0.10% | +81.34% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | +0.07% | +38.42% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.45% | -0.04% | +21.87% | |
| 47 | MO | Altria Group Inc | 股票-非循環性消費 | 0.43% | -0.02% | +22.45% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | +0.01% | +46.68% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.42% | — | +1929.24% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.41% | +0.03% | +7.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.1% | +263.95% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.7% | +2534.77% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +1% | +76.97% | 加碼 |
| 4 | USMV | Ishares Msci USA Min Vol Fac | +0.7% | +517.33% | 加碼 |
| 5 | ADP | Automatic Data Processing | +0.7% | +1344.11% | 加碼 |
| 6 | OEF | Ishares S&p 100 ETF | +0.7% | +807.42% | 加碼 |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +349.22% | 加碼 |
| 8 | SPGI | S&p Global Inc | +0.5% | +363.67% | 加碼 |
| 9 | SDY | Ss Spdr S&p Dividend ETF | +0.5% | +1278.50% | 加碼 |
| 10 | MDY | State Street Spdr S&p Midcap | +0.4% | +1929.24% | 加碼 |
| 11 | ASML | ASML Holding N.V. | +0.3% | +207.06% | 加碼 |
| 12 | SYY | Sysco CORP | +0.3% | +413.50% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.2% | +50.99% | 加碼 |
| 14 | HD | Home Depot Inc | +0.2% | +88.01% | 加碼 |
| 15 | PAYX | Paychex Inc | +0.1% | +193.26% | 加碼 |
| 16 | FDX | Fedex CORP | +0.1% | +520.16% | 加碼 |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +187.58% | 加碼 |
| 18 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +346.52% | 加碼 |
| 19 | CIVI | Civitas Resources Inc | +0.1% | +372.62% | 加碼 |
| 20 | WM | Waste Management Inc | +0.1% | +81.34% | 加碼 |
| 21 | MZTI | Marzetti Company/the | +0.1% | NEW | 新建倉 |
| 22 | SYK | Stryker CORP | +0.1% | +75.05% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +42.49% | 加碼 |
| 24 | DVY | Ishares Select Dividend ETF | +0.1% | +71.82% | 加碼 |
| 25 | WMT | Walmart Inc | 0% | +31.96% | 加碼 |
| 26 | MA | Mastercard Inc - A | 0% | +40.61% | 加碼 |
| 27 | AVGO | Broadcom Inc | 0% | +9.93% | 加碼 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +46.68% | 加碼 |
| 29 | TXN | Texas Instruments Inc | 0% | +74.46% | 加碼 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +38.42% | 加碼 |
| 31 | DIS | Walt Disney Co/the | — | +21.87% | 加碼 |
| 32 | VRT | Vertiv Holdings Co-a | 0% | +17.50% | 加碼 |
| 33 | V | Visa Inc-class A Shares | -0.1% | +18.33% | 加碼 |
| 34 | ABBV | Abbvie Inc | -0.1% | +40.11% | 加碼 |
| 35 | ABT | Abbott Laboratories | -0.1% | +25.50% | 加碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +25.06% | 加碼 |
| 37 | CRM | Salesforce Inc | -0.1% | -2.46% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.1% | +35.27% | 加碼 |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | +18.17% | 加碼 |
| 40 | AMZN | Amazon.com Inc | -0.2% | +9.55% | 加碼 |
| 41 | JNJ | Johnson & Johnson | -0.3% | +26.01% | 加碼 |
| 42 | EFA | Ishares Msci Eafe ETF | -0.3% | +22.52% | 加碼 |
| 43 | NVDA | Nvidia CORP | -0.3% | +8.57% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | +7.57% | 加碼 |
| 45 | AMD | Advanced Micro Devices | -0.4% | +11.53% | 加碼 |
| 46 | AAPL | Apple Inc | -0.4% | +20.39% | 加碼 |
| 47 | NEE | Nextera Energy Inc | -0.4% | -6.06% | 減碼 |
| 48 | META | Meta Platforms Inc-class A | -0.5% | +6.92% | 加碼 |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 50 | UNH | Unitedhealth Group Inc | -0.5% | +0.76% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Independence Bank of Kentucky 在 Q4 2024 季度的美股持倉總市值約為 US$8.9億，共申報了 623 個公開持股部位。
在 Q4 2024 季度，Independence Bank of Kentucky 按市值排列的前三大核心持股分別為：SPY (11.3%)、AAPL (4.7%)、MSFT (4.4%)。其中最大持股部位 SPY 佔據整體投資組合約 11.3% 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
MZTI
市值: US$63.0萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$226.7萬
在 Q4 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 46 個部位、減碼 2 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MZTI。 本季清倉部位包含 BLKCHF。
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。