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
23.2%
Q3 2025 季度申報顯示，Independence Bank of Kentucky 揭露的美股組合總市值為 US$8.9億，涵蓋 623 個不同之權益投資部位。
觀察 Q3 2025 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 36 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。
檢視投資組合結構，前 5 大主力部位（包含 SPY, MSFT, AAPL）占據了總市值的 23.2%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
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 | 10.82% | -0.07% | -1.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | -0.29% | +3.47% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.97% | -0.01% | +1.56% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.69% | -0.05% | -1.36% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | +0.23% | -2.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.79% | +0.34% | -2.63% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.65% | +0.07% | -0.24% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | +0.13% | +2.57% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.68% | -0.16% | -0.10% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.48% | -0.09% | -2.56% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | +0.27% | +40.60% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | — | +1.07% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.21% | +0.06% | +4.07% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.16% | -0.08% | -1.80% | |
| 15 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.14% | +0.22% | -0.39% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.12% | -0.11% | +15.06% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.05% | -0.03% | -1.81% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | -0.10% | -0.48% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.05% | +1.54% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.31% | +10.03% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | +0.08% | -2.24% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.82% | -0.06% | -0.24% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.09% | -1.51% | |
| 24 | AVDE | Avantis International Equity | ETF-其他 | 0.79% | +0.15% | +167.75% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.79% | +0.14% | +1.40% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.76% | +0.02% | +1.68% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.75% | -0.05% | -0.16% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.16% | +4.66% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.73% | +0.12% | +1.24% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.72% | -0.17% | +1.49% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.64% | -0.17% | +2.17% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.26% | +21.98% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.63% | +0.01% | -1.11% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.63% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.04% | +4.89% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.07% | +0.52% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.57% | -0.02% | +6.20% | |
| 38 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.11% | -2.10% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.54% | -0.14% | +3.41% | |
| 40 | WM | Waste Management Inc | 股票-工業 | 0.51% | -0.10% | +27.26% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.04% | +7.94% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.73% | +0.53% | |
| 43 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.47% | -0.06% | -1.66% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | -0.04% | +33.06% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.44% | -0.02% | -0.23% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.44% | -0.03% | — | |
| 47 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.44% | -0.06% | +4.09% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.44% | +0.03% | +1.30% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.09% | +1.87% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | -0.02% | +26.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.51% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.8% | +3.47% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -2.63% | 減碼 |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | -0.39% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.4% | -1.80% | 減碼 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +40.60% | 加碼 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.3% | -2.56% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | -1.51% | 加碼 |
| 9 | GLD | Spdr Gold Shares | +0.2% | -1.95% | 加碼 |
| 10 | ELF | Elf Beauty Inc | +0.2% | +7.89% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | +7.94% | 加碼 |
| 12 | FISV | Fiserv Inc | +0.2% | +478.20% | 加碼 |
| 13 | COF | Capital One Financial CORP | +0.2% | +7.79% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +1.24% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.36% | 減碼 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.11% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.1% | +8.95% | 加碼 |
| 18 | PNW | Pinnacle West Capital Corporation | +0.1% | +158.70% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -0.10% | 加碼 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.52% | 加碼 |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +11.43% | 加碼 |
| 22 | PWR | Quanta Services Inc | +0.1% | +1.10% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +22.75% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.57% | 加碼 |
| 25 | PNC | Pnc Financial Services Group | +0.1% | +33.42% | 加碼 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.07% | 加碼 |
| 27 | TMUS | T-mobile US Inc | 0% | +24.36% | 加碼 |
| 28 | ETN | Eaton Corporation plc | 0% | +0.28% | 加碼 |
| 29 | BAC | Bank Of America CORP | 0% | -0.76% | 加碼 |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +1.26% | 加碼 |
| 31 | OEF | Ishares S&p 100 ETF | 0% | +1.68% | 加碼 |
| 32 | WMT | Walmart Inc | 0% | +4.66% | 加碼 |
| 33 | TJX | Tjx Companies Inc | 0% | +4.09% | 加碼 |
| 34 | AMD | Advanced Micro Devices | 0% | +0.53% | 減碼 |
| 35 | ABBV | Abbvie Inc | 0% | +1.40% | 加碼 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.24% | 減碼 |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | -2.24% | 減碼 |
| 38 | HD | Home Depot Inc | -0.1% | +1.54% | 加碼 |
| 39 | AAPL | Apple Inc | -0.1% | +1.56% | 加碼 |
| 40 | GUNR | Flexshares Global Upstream N | -0.1% | -81.38% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.1% | -15.66% | 減碼 |
| 42 | VGLT | Vanguard Long-term Treasury | -0.2% | -46.33% | 減碼 |
| 43 | MO | Altria Group Inc | -0.2% | -39.12% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.3% | +3.57% | 減碼 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -1.03% | 減碼 |
| 46 | AVDE | Avantis International Equity | — | NEW | 新建倉 |
| 47 | JMTG | Mortgage-backed Securities | — | NEW | 新建倉 |
| 48 | MDB | Mongodb Inc | — | NEW | 新建倉 |
| 49 | EXE | Expand Energy CORP | — | NEW | 新建倉 |
| 50 | DFSEUR | Discover Financial Services | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Independence Bank of Kentucky 在 Q3 2025 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 Q3 2025 季度，Independence Bank of Kentucky 按市值排列的前三大核心持股分別為：SPY (10.8%)、MSFT (5.0%)、AAPL (4.0%)。其中最大持股部位 SPY 佔據整體投資組合約 10.8% 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$614.3萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$84.1萬
在 Q3 2025 季度中，Independence Bank of Kentucky 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 13 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。