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
22.1%
根據最新整理的 13F 季度數據集，Independence Bank of Kentucky 於 Q1 2026 結束時的管理資產規模為 US$8.9億。該機構在本季度申報了 623 檔美股持倉，呈現出該時期的主要投資地圖。
Independence Bank of Kentucky 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 120 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
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 22.1%，展現出該機構在 Q1 2026 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 | 10.75% | -0.07% | +1.87% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.29% | +4.37% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.73% | -0.01% | -2.85% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.47% | -0.05% | +2.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.08% | +0.34% | -2.50% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.96% | +0.23% | +4.29% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.55% | +0.07% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.45% | +0.13% | +4.47% | |
| 9 | AVDE | Avantis International Equity | ETF-其他 | 1.95% | +0.15% | +50.66% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.67% | +0.27% | +3.33% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.58% | -0.09% | +5.10% | |
| 12 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.51% | +0.22% | -15.72% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | +0.06% | +12.11% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.16% | -3.40% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.23% | -0.10% | -6.14% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | — | -2.16% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.10% | -0.03% | +1.85% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.31% | -6.85% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.98% | -0.11% | -5.39% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 0.87% | -0.26% | -8.04% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.86% | +0.08% | -1.52% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -0.16% | -3.26% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | +0.14% | +9.43% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | +0.09% | +5.26% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 0.77% | +0.12% | -9.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.77% | -0.05% | -0.12% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.05% | -3.20% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.75% | -0.06% | -2.04% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.74% | -0.17% | -4.64% | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 0.73% | -0.02% | +84.94% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.71% | +0.02% | +0.01% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 0.67% | -0.17% | +20.88% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.08% | +2.13% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.07% | +5.05% | |
| 35 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.73% | +7.91% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.60% | +0.01% | +0.29% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.60% | +0.28% | +53.04% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | +0.04% | -2.83% | |
| 39 | WM | Waste Management Inc | 股票-工業 | 0.56% | -0.10% | -1.86% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.04% | -1.07% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.55% | -0.14% | -8.83% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.04% | +0.15% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.53% | -0.09% | -10.49% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.50% | +0.03% | +10.34% | |
| 45 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.02% | -0.56% | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.46% | -0.06% | +4.60% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.46% | -0.01% | +7.13% | |
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.46% | -0.06% | -0.18% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.45% | -0.03% | — | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | -0.02% | +1.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +0.7% | +50.66% | 加碼 |
| 2 | VRT | Vertiv Holdings Co-a | +0.4% | -15.72% | 減碼 |
| 3 | NFLX | Netflix Inc | +0.4% | +84.94% | 加碼 |
| 4 | CVX | Chevron CORP | +0.2% | -6.85% | 減碼 |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.2% | +53.04% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.2% | -8.04% | 減碼 |
| 7 | FLUT | Flutter Entertainment plc | +0.1% | +440.54% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -6.14% | 減碼 |
| 9 | NOW | Servicenow Inc | +0.1% | +262.51% | 加碼 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.10% | 加碼 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.11% | 加碼 |
| 12 | XLE | Ss Energy Select Sector | +0.1% | -1.29% | 減碼 |
| 13 | GNRC | Generac Holdings Inc | +0.1% | -9.49% | 減碼 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -9.57% | 減碼 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +357.78% | 加碼 |
| 16 | EEM | Ishares Msci Emerging Market | +0.1% | +10.34% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | -3.26% | 減碼 |
| 18 | MELI | Mercadolibre Inc | +0.1% | +72.87% | 加碼 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.08% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | -1.33% | 減碼 |
| 21 | WMB | Williams Cos Inc | +0.1% | +1.34% | 加碼 |
| 22 | KO | Coca-cola Co/the | +0.1% | +0.15% | 加碼 |
| 23 | ETN | Eaton Corporation plc | +0.1% | +3.78% | 加碼 |
| 24 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +145.58% | 加碼 |
| 25 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +1.85% | 加碼 |
| 26 | SNOW | Snowflake Inc | 0% | +76.86% | 加碼 |
| 27 | RDDT | Reddit Inc-cl A | 0% | +120.00% | 加碼 |
| 28 | CAT | Caterpillar Inc | 0% | -0.46% | 減碼 |
| 29 | MDB | Mongodb Inc | 0% | +110.61% | 加碼 |
| 30 | PWR | Quanta Services Inc | 0% | -11.62% | 減碼 |
| 31 | COP | Conocophillips | 0% | -3.91% | 減碼 |
| 32 | GEV | GE Vernova Inc | 0% | -5.58% | 減碼 |
| 33 | XLV | Ss Health Care Select Sector | 0% | +74.37% | 加碼 |
| 34 | SHEL | Shell Plc-adr | 0% | -1.21% | 減碼 |
| 35 | ABBV | Abbvie Inc | 0% | +9.43% | 加碼 |
| 36 | MO | Altria Group Inc | 0% | -0.50% | 減碼 |
| 37 | EQIX | Equinix Inc | 0% | -3.05% | 減碼 |
| 38 | APD | Air Products & Chemicals Inc | 0% | -4.22% | 減碼 |
| 39 | NEE | Nextera Energy Inc | 0% | -8.83% | 減碼 |
| 40 | VZ | Verizon Communications Inc | 0% | -5.82% | 減碼 |
| 41 | FANG | Diamondback Energy Inc | 0% | -1.97% | 減碼 |
| 42 | CEG | Constellation Energy | 0% | +100.00% | 加碼 |
| 43 | BSCX | Invesco Bulletshares 2033 Cb | 0% | +24.77% | 加碼 |
| 44 | SPOT | Spotify Technology S.A. | 0% | +9400.00% | 加碼 |
| 45 | DE | Deere & Co | 0% | +0.43% | 加碼 |
| 46 | COKE | Coca-cola Consolidated Inc | 0% | — | 不變 |
| 47 | EQT | Eqt CORP | 0% | +5.19% | 加碼 |
| 48 | VLO | Valero Energy CORP | 0% | -3.89% | 減碼 |
| 49 | MPC | Marathon Petroleum CORP | 0% | -3.98% | 減碼 |
| 50 | PAYX | Paychex Inc | 0% | +37.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Independence Bank of Kentucky 在 Q1 2026 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 Q1 2026 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 (3.8%)、AAPL (3.7%)。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
SGOL
市值: US$57.8萬
本季最大獲利了結 / 清倉標的
PNW
前期市值: US$173.8萬
在 Q1 2026 季度中，Independence Bank of Kentucky 共進行了 193 項持倉異動，包含新建倉 6 個部位、加碼 67 個部位、減碼 115 個部位以及清倉 5 個部位。 其中最大新建倉標的為 SGOL。 本季清倉部位包含 PNW。
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。