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: 0001356407
申報總市值
US$3.7億
US$3.7億
487 檔
23.0%
在 Q3 2024 申報期間，Indiana Trust & Investment Management Co（CIK: 0001356407）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.7億，共持有 487 個公開申報部位。
Q3 2024 數據顯示 Indiana Trust & Investment Management Co 積極進場，新開立 4 個部位並同步加碼 27 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Indiana Trust & Investment Management Co 的前 5 大核心持股（包含 SPY, NVDA, AAPL 等）合計佔整體申報市值的 23.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 487 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 | 8.85% | +0.14% | +0.36% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.26% | +0.17% | +11.52% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.10% | -0.07% | -1.78% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.57% | +0.75% | -30.86% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.86% | +0.52% | +0.21% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.75% | +0.04% | — | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.69% | +0.08% | +15.22% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.35% | +0.06% | -4.21% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.34% | -0.45% | +4.26% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | +0.01% | +2.02% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | -0.24% | -4.83% | |
| 12 | BALL | Ball CORP | 股票-循環性消費 | 1.77% | -0.09% | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | -0.48% | +2.51% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.47% | -0.26% | +0.96% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 1.44% | -0.08% | -1.58% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.36% | +0.03% | +596.65% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.10% | -0.13% | +6.36% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.06% | -0.24% | -3.14% | |
| 19 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.95% | — | — | |
| 20 | SRCE | 1st Source CORP | 股票-其他 | 0.95% | +0.07% | -4.61% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 0.88% | +0.77% | +19.96% | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 0.87% | -0.01% | — | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.08% | +9.81% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.01% | +0.62% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | -0.01% | -0.39% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -5.84% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.08% | +18.74% | |
| 28 | BLKCHF | Blackrock Inc | 股票-其他 | 0.70% | — | -9.40% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.70% | +0.04% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.69% | +0.01% | +0.54% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.45% | -1.14% | |
| 32 | VGM | Invesco Trust For Investmen | 股票-其他 | 0.62% | -0.02% | +1.24% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.62% | +0.08% | — | |
| 34 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.61% | -0.02% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.01% | -1.68% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.14% | — | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.58% | +0.02% | +17.97% | |
| 38 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.54% | -0.04% | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | -0.04% | -0.60% | |
| 40 | GD | General Dynamics CORP | 股票-工業 | 0.53% | -0.03% | -2.58% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.52% | +0.07% | -9.19% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.51% | +0.01% | +0.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.04% | — | |
| 44 | MQY | Blackrock Muniyield Quality | 股票-其他 | 0.49% | -0.02% | -26.92% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.48% | -0.10% | -6.67% | |
| 46 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.48% | +0.01% | — | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.47% | +0.05% | +46.85% | |
| 48 | ONB | Old National Bancorp | 股票-金融 | 0.46% | +0.02% | — | |
| 49 | AFL | Aflac Inc | 股票-金融 | 0.45% | -0.04% | -2.46% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.45% | -0.07% | -6.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +596.65% | 加碼 |
| 2 | IWV | Ishares Russell 3000 ETF | +0.4% | NEW | 新建倉 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | 新建倉 |
| 4 | CAT | Caterpillar Inc | +0.2% | +19.96% | 加碼 |
| 5 | DVY | Ishares Select Dividend ETF | +0.2% | +163.33% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.2% | +0.96% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.2% | +11.52% | 加碼 |
| 8 | BIV | Vanguard Intermediate-term B | +0.1% | NEW | 新建倉 |
| 9 | FISV | Fiserv Inc | +0.1% | -1.58% | 減碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +18.74% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.51% | 加碼 |
| 12 | WMT | Walmart Inc | +0.1% | +26.14% | 加碼 |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | 新建倉 |
| 14 | LIN | Linde plc | +0.1% | +284.00% | 加碼 |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +2257.26% | 加碼 |
| 16 | LOW | Lowe's Cos Inc | +0.1% | -3.14% | 減碼 |
| 17 | BALL | Ball CORP | +0.1% | — | 不變 |
| 18 | IWD | Ishares Russell 1000 Value E | +0.1% | +17.97% | 加碼 |
| 19 | QCOM | Qualcomm Inc | +0.1% | +63.37% | 加碼 |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +133.24% | 加碼 |
| 21 | AMZN | Amazon.com Inc | +0.1% | +15.22% | 加碼 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +46.85% | 加碼 |
| 23 | VNQ | Vanguard Real Estate ETF | +0.1% | +52.68% | 加碼 |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +69.72% | 加碼 |
| 25 | TJX | Tjx Companies Inc | +0.1% | +6.36% | 加碼 |
| 26 | HBNC | Horizon Bancorp Inc/in | +0.1% | — | 不變 |
| 27 | CEG | Constellation Energy | +0.1% | +991.38% | 加碼 |
| 28 | AAPL | Apple Inc | +0.1% | -1.78% | 減碼 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +9.81% | 加碼 |
| 30 | ABBV | Abbvie Inc | +0.1% | -0.39% | 減碼 |
| 31 | AFL | Aflac Inc | +0.1% | -2.46% | 減碼 |
| 32 | NFLX | Netflix Inc | +0.1% | +259.74% | 加碼 |
| 33 | MA | Mastercard Inc - A | 0% | +10.69% | 加碼 |
| 34 | COST | Costco Wholesale CORP | 0% | +4.26% | 加碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不變 |
| 36 | VUG | Vanguard Growth ETF | 0% | +16.36% | 加碼 |
| 37 | BLKCHF | Blackrock Inc | 0% | -9.40% | 減碼 |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | — | 不變 |
| 39 | SRCE | 1st Source CORP | 0% | -4.61% | 減碼 |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +2.02% | 加碼 |
| 41 | NAD | Nuveen Quality Municipal Inc | 0% | — | 不變 |
| 42 | IWB | Ishares Russell 1000 ETF | -0.1% | — | 不變 |
| 43 | NZF | Nuveen Municipal Credit Inc | -0.1% | EXIT | 清倉 |
| 44 | KIDS | Orthopediatrics CORP | -0.1% | -76.11% | 減碼 |
| 45 | KTF | Dws Municipal Income Trust | -0.1% | -38.92% | 減碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.36% | 加碼 |
| 47 | MQY | Blackrock Muniyield Quality | -0.2% | -26.92% | 減碼 |
| 48 | MSFT | Microsoft CORP | -0.3% | -4.83% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.21% | 加碼 |
| 50 | LLY | Eli Lilly & Co | -2.1% | -30.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Indiana Trust & Investment Management Co 在 Q3 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 487 個公開持股部位。
在 Q3 2024 季度，Indiana Trust & Investment Management Co 按市值排列的前三大核心持股分別為：SPY (8.8%)、NVDA (8.3%)、AAPL (5.1%)。其中最大持股部位 SPY 佔據整體投資組合約 8.8% 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
IWV
市值: US$115.9萬
本季最大獲利了結 / 清倉標的
NZF
前期市值: US$15.3萬
在 Q3 2024 季度中，Indiana Trust & Investment Management Co 共進行了 44 項持倉異動，包含新建倉 4 個部位、加碼 27 個部位、減碼 12 個部位以及清倉 1 個部位。 其中最大新建倉標的為 IWV。 本季清倉部位包含 NZF。
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。