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
615 檔
21.0%
在 Q2 2025 的 13F 官方備案中，Independence Bank of Kentucky 管理的美股投資組合規模來到 US$8.9億，整體持股檔數為 615 檔。
Independence Bank of Kentucky 於 Q2 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 30 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 SPY, MSFT, JPM）累計市值佔比達 21.0%，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 615 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 | 11.18% | -0.07% | -2.67% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.07% | -0.29% | +0.72% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.79% | -0.05% | -0.58% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.47% | -0.01% | +1.68% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.94% | +0.23% | +2.21% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.71% | +0.07% | — | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.66% | +0.13% | +5.25% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | +0.34% | +2.06% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.86% | -0.16% | +0.78% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.60% | -0.09% | +41.95% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | — | +0.51% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.19% | +0.06% | +2.39% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.14% | +0.27% | +24.18% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.12% | -0.03% | -2.20% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | -0.11% | -0.28% | |
| 16 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.08% | +0.22% | +12.02% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.02% | -0.08% | -1.17% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.05% | +2.08% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.93% | -0.10% | -3.44% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.90% | -0.06% | -0.40% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | +0.08% | -3.95% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.31% | -0.11% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.78% | -0.05% | +1.31% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.75% | +0.02% | +0.04% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | +0.09% | +2.32% | |
| 26 | SPGI | S&p Global Inc | 股票-金融 | 0.75% | -0.17% | -0.07% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.73% | -0.17% | +0.21% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.16% | +1.38% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 0.73% | -0.01% | — | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | +0.14% | +4.22% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.66% | +0.12% | +1.08% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.01% | +29.65% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | -0.11% | +0.71% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.04% | +3.84% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | -0.02% | +8.17% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.07% | +7.17% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.26% | +0.12% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.53% | -0.14% | -0.12% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.47% | -0.03% | — | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.47% | -0.06% | +1.91% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.13% | +2.81% | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.47% | -0.02% | -0.69% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.73% | -21.44% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.46% | -0.10% | +0.36% | |
| 45 | MO | Altria Group Inc | 股票-非循環性消費 | 0.44% | -0.02% | -0.09% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.44% | -0.11% | -2.48% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | -0.09% | -4.18% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.43% | -0.04% | -4.90% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.43% | +0.03% | -3.40% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.42% | -0.02% | -0.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +0.72% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | +2.21% | 加碼 |
| 3 | VRT | Vertiv Holdings Co-a | +0.5% | +12.02% | 加碼 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.5% | +41.95% | 加碼 |
| 5 | AVDE | Avantis International Equity | +0.3% | NEW | 新建倉 |
| 6 | ORCL | Oracle CORP | +0.3% | -1.17% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +0.78% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +2.32% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +5.25% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.58% | 減碼 |
| 11 | GLD | Spdr Gold Shares | +0.2% | +219.85% | 加碼 |
| 12 | ELF | Elf Beauty Inc | +0.2% | +26.03% | 加碼 |
| 13 | COF | Capital One Financial CORP | +0.2% | +253.65% | 加碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +29.65% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.06% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +24.18% | 加碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.17% | 加碼 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +1.08% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +10.02% | 加碼 |
| 20 | PWR | Quanta Services Inc | +0.1% | +5.08% | 加碼 |
| 21 | NFLX | Netflix Inc | +0.1% | +1.70% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +3.27% | 加碼 |
| 23 | VNOMUSD | Viper Energy Inc-cl A | +0.1% | +154.05% | 加碼 |
| 24 | SNOW | Snowflake Inc | +0.1% | -4.62% | 減碼 |
| 25 | BRBR | Bellring Brands Inc | +0.1% | +91.49% | 加碼 |
| 26 | BAC | Bank Of America CORP | 0% | +12.38% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | 0% | +1.99% | 加碼 |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | +2.39% | 加碼 |
| 29 | DIS | Walt Disney Co/the | 0% | -4.90% | 減碼 |
| 30 | WMT | Walmart Inc | 0% | +1.38% | 加碼 |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | — | 不變 |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 不變 |
| 33 | OEF | Ishares S&p 100 ETF | 0% | +0.04% | 加碼 |
| 34 | MA | Mastercard Inc - A | 0% | +8.17% | 加碼 |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.1% | -2.20% | 減碼 |
| 36 | CIVI | Civitas Resources Inc | -0.1% | -50.86% | 減碼 |
| 37 | FSLR | First Solar Inc | -0.1% | -44.59% | 減碼 |
| 38 | GUNR | Flexshares Global Upstream N | -0.1% | -72.91% | 減碼 |
| 39 | ADBE | Adobe Inc | -0.1% | -32.71% | 減碼 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -62.87% | 減碼 |
| 41 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -4.18% | 減碼 |
| 43 | ABBV | Abbvie Inc | -0.1% | +4.22% | 加碼 |
| 44 | PEP | Pepsico Inc | -0.2% | +0.21% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -0.28% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.2% | -3.44% | 減碼 |
| 47 | CVX | Chevron CORP | -0.2% | -0.11% | 減碼 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -2.67% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | -7.75% | 減碼 |
| 50 | AAPL | Apple Inc | -0.6% | +1.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Independence Bank of Kentucky 在 Q2 2025 季度的美股持倉總市值約為 US$8.9億，共申報了 615 個公開持股部位。
在 Q2 2025 季度，Independence Bank of Kentucky 按市值排列的前三大核心持股分別為：SPY (11.2%)、MSFT (5.1%)、JPM (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 11.2% 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
AVDE
市值: US$215.2萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$84.1萬
在 Q2 2025 季度中，Independence Bank of Kentucky 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 30 個部位、減碼 16 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AVDE。 本季清倉部位包含 DFSEUR。
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。