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
483 檔
23.4%
根據最新整理的 13F 季度數據集，Indiana Trust & Investment Management Co 於 Q4 2024 結束時的管理資產規模為 US$3.7億。該機構在本季度申報了 483 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2024，Indiana Trust & Investment Management Co 展現出較為審慎的避險與獲利了結姿態。本季共減碼 22 個部位並完全清倉 2 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, SPY, AAPL）占據了總市值的 23.4%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 483 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 | NVDA | Nvidia CORP | 股票-科技 | 8.68% | +0.17% | -4.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.62% | +0.14% | -4.54% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.26% | -0.07% | -3.82% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.35% | +0.75% | +7.71% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.20% | +0.08% | +1.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.99% | +0.52% | -8.06% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.81% | +0.04% | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.43% | +0.06% | -3.26% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | +0.01% | +7.17% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.39% | -0.45% | -1.01% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.89% | -0.48% | +11.26% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.26% | +16.67% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 1.62% | -0.08% | -1.41% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.24% | -11.39% | |
| 15 | BALL | Ball CORP | 股票-循環性消費 | 1.43% | -0.09% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.39% | +0.03% | — | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.14% | -0.13% | +1.05% | |
| 18 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.94% | -0.24% | -2.23% | |
| 19 | SRCE | 1st Source CORP | 股票-其他 | 0.91% | +0.07% | -1.18% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 0.90% | +0.77% | +11.03% | |
| 21 | NAD | Nuveen Quality Municipal Inc | 股票-其他 | 0.89% | — | — | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | 股票-其他 | 0.82% | -0.01% | — | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.01% | -11.01% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -0.09% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.69% | +0.04% | — | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | -0.01% | -0.45% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 0.68% | -0.07% | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.08% | -11.58% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.65% | +0.08% | — | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.08% | -0.65% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.65% | +0.01% | -8.14% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.62% | +0.14% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.01% | -1.45% | |
| 34 | VGM | Invesco Trust For Investmen | 股票-其他 | 0.60% | -0.02% | +1.85% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.57% | -0.11% | +22.37% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.45% | -2.19% | |
| 37 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.56% | -0.02% | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.56% | +0.02% | -1.76% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.07% | +0.45% | |
| 40 | ONB | Old National Bancorp | 股票-金融 | 0.53% | +0.02% | — | |
| 41 | EIM | Eaton Vance Municipal Bond | 股票-其他 | 0.52% | -0.04% | — | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.51% | +0.01% | — | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.49% | -0.01% | +981.99% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.04% | -0.79% | |
| 45 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.49% | +0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.48% | +0.05% | -5.74% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.47% | -0.04% | -1.35% | |
| 48 | SYK | Stryker CORP | 股票-醫療保健 | 0.47% | -0.10% | -2.30% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.10% | +28.23% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.44% | -0.39% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.5% | +1.09% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +7.17% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | -4.81% | 減碼 |
| 5 | PANW | Palo Alto Networks Inc | +0.4% | +981.99% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +11.26% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.2% | +37.48% | 加碼 |
| 8 | ORCL | Oracle CORP | +0.2% | +16.67% | 加碼 |
| 9 | FISV | Fiserv Inc | +0.2% | -1.41% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | +171.37% | 加碼 |
| 11 | AAPL | Apple Inc | +0.2% | -3.82% | 減碼 |
| 12 | WMT | Walmart Inc | +0.2% | +22.37% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.06% | 減碼 |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | +375.00% | 加碼 |
| 15 | VDE | Vanguard Energy ETF | +0.1% | NEW | 新建倉 |
| 16 | MA | Mastercard Inc - A | +0.1% | +28.23% | 加碼 |
| 17 | SLV | Ishares Silver Trust | +0.1% | +1940.30% | 加碼 |
| 18 | CMG | Chipotle Mexican Grill Inc | +0.1% | +176.73% | 加碼 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.26% | 減碼 |
| 20 | ONB | Old National Bancorp | +0.1% | — | 不變 |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | — | 不變 |
| 22 | COST | Costco Wholesale CORP | +0.1% | -1.01% | 減碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +2055.56% | 加碼 |
| 24 | ILF | Ishares Latin America 40 ETF | -0.1% | — | 不變 |
| 25 | MQY | Blackrock Muniyield Quality | -0.1% | +1.44% | 加碼 |
| 26 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -0.1% | — | 不變 |
| 27 | WTTR | Select Water Solutions Inc | -0.1% | -48.41% | 減碼 |
| 28 | AFB | Allianceberstein Ntl Muni | -0.1% | — | 不變 |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | -1.35% | 減碼 |
| 30 | NAD | Nuveen Quality Municipal Inc | -0.1% | — | 不變 |
| 31 | CEG | Constellation Energy | -0.1% | -90.84% | 減碼 |
| 32 | EWZS | Ishares Msci Brazil Small-ca | -0.1% | — | 不變 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -2.19% | 減碼 |
| 34 | EWZ | Ishares Msci Brazil ETF | -0.1% | — | 不變 |
| 35 | PEP | Pepsico Inc | -0.1% | -3.79% | 減碼 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -0.65% | 減碼 |
| 37 | ✓ | -0.1% | EXIT | 清倉 | |
| 38 | ABBV | Abbvie Inc | -0.1% | -0.45% | 減碼 |
| 39 | HBNC | Horizon Bancorp Inc/in | -0.1% | -27.40% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -11.58% | 減碼 |
| 41 | FCX | Freeport-mcmoran Inc | -0.1% | -32.27% | 減碼 |
| 42 | LOW | Lowe's Cos Inc | -0.1% | -2.23% | 減碼 |
| 43 | GD | General Dynamics CORP | -0.1% | -15.80% | 減碼 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -74.32% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.2% | +7.71% | 加碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -4.54% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.2% | -11.39% | 減碼 |
| 48 | BALL | Ball CORP | -0.3% | — | 不變 |
| 49 | AMAT | Applied Materials Inc | -0.4% | -70.04% | 減碼 |
| 50 | BLKCHF | Blackrock Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Indiana Trust & Investment Management Co 在 Q4 2024 季度的美股持倉總市值約為 US$3.7億，共申報了 483 個公開持股部位。
在 Q4 2024 季度，Indiana Trust & Investment Management Co 按市值排列的前三大核心持股分別為：NVDA (8.7%)、SPY (8.6%)、AAPL (5.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.7% 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
BLK
市值: US$198.9萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$204.1萬
在 Q4 2024 季度中，Indiana Trust & Investment Management Co 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 15 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 BLK。 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。