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: 0001546967
申報總市值
US$6.0億
US$6.0億
106 檔
16.7%
在 Q4 2024 申報期間，Iowa State Bank（CIK: 0001546967）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$6.0億，共持有 106 個公開申報部位。
在 Q4 2024 期間，Iowa State Bank 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
在資產配置集中度方面，Iowa State Bank 的前 5 大核心持股（包含 IEFA, IJH, AAPL 等）合計佔整體申報市值的 16.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.84% | -0.05% | +4.25% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.67% | +0.22% | -0.31% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.06% | +0.06% | -0.19% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.63% | -0.19% | -0.64% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.56% | -0.24% | +0.22% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.97% | +0.22% | +1.35% | |
| 7 | PGX | Invesco Preferred ETF | ETF-其他 | 2.67% | — | -0.55% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | +0.13% | +1.31% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.25% | +0.33% | +3.48% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.15% | +0.05% | +1.30% | |
| 11 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 2.11% | -0.36% | +17.13% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -0.04% | -1.17% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | +0.41% | +0.69% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.97% | +0.09% | +0.60% | |
| 15 | EMR | Emerson Electric Co | 股票-工業 | 1.93% | -0.01% | -0.24% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.83% | +0.54% | -0.33% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.71% | -0.37% | -0.31% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.69% | -0.09% | — | |
| 19 | MS | Morgan Stanley | 股票-金融 | 1.66% | +0.06% | -4.04% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 1.61% | +0.11% | -0.68% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.60% | +0.04% | -7.26% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.55% | — | -1.17% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 1.47% | -0.16% | -1.71% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.08% | -0.56% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.33% | -0.43% | -1.81% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.32% | +0.03% | — | |
| 27 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.30% | +0.03% | +0.14% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.30% | -0.19% | -2.16% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.57% | -2.03% | |
| 30 | IBM | Intl Business Machines CORP | 股票-科技 | 1.24% | +0.07% | -2.07% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | +0.01% | +0.74% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 1.20% | -0.10% | +0.05% | |
| 33 | PRU | Prudential Financial Inc | 股票-金融 | 1.14% | -0.09% | -4.27% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.99% | -0.04% | — | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.95% | +0.43% | -0.86% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.94% | -0.19% | +0.89% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.92% | +0.16% | +2.14% | |
| 38 | MET | Metlife Inc | 股票-金融 | 0.89% | +0.02% | -1.43% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | +0.11% | +0.85% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.88% | +0.58% | +100.75% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.85% | -0.12% | +0.31% | |
| 42 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.83% | -0.08% | -1.28% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.05% | -0.19% | |
| 44 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | -0.02% | -1.24% | |
| 45 | MAS | Masco CORP | 股票-工業 | 0.77% | +0.08% | +0.57% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.69% | -0.12% | -3.67% | |
| 47 | EOG | Eog Resources Inc | 股票-能源 | 0.66% | — | -1.28% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.65% | -0.04% | EXIT | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.62% | +0.04% | -4.31% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.60% | -0.07% | +2.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.5% | NEW | 新建倉 |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -0.64% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.4% | +1.30% | 加碼 |
| 4 | WMT | Walmart Inc | +0.4% | +213.75% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | -0.19% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.3% | +1.31% | 加碼 |
| 7 | SPHY | Ss Spdr P High Yield ETF | +0.3% | +17.13% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.69% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.3% | -1.71% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | +0.85% | 加碼 |
| 11 | MS | Morgan Stanley | +0.2% | -4.04% | 減碼 |
| 12 | EMR | Emerson Electric Co | +0.2% | -0.24% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -0.33% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +0.74% | 加碼 |
| 15 | ✓ | Loymar LTD Stock | +0.2% | NEW | 新建倉 |
| 16 | CAH | Cardinal Health Inc | +0.1% | +0.14% | 加碼 |
| 17 | DIS | Walt Disney Co/the | +0.1% | +1.54% | 加碼 |
| 18 | BAC | Bank Of America CORP | +0.1% | -0.19% | 減碼 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +4.86% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.1% | +27.71% | 加碼 |
| 21 | MSFT | Microsoft CORP | 0% | +0.22% | 加碼 |
| 22 | ICE | Intercontinental Exchange In | -0.1% | +0.89% | 加碼 |
| 23 | PRU | Prudential Financial Inc | -0.1% | -4.27% | 減碼 |
| 24 | CMCSA | Comcast Corp-class A | -0.1% | -3.25% | 減碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -7.26% | 減碼 |
| 26 | CAT | Caterpillar Inc | -0.1% | -0.86% | 減碼 |
| 27 | LIN | Linde plc | -0.1% | -0.88% | 減碼 |
| 28 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.32% | 減碼 |
| 29 | MRK | Merck & Co. Inc. | -0.1% | +0.10% | 加碼 |
| 30 | OMC | Omnicom Group | -0.1% | -0.47% | 減碼 |
| 31 | CVS | Cvs Health CORP | -0.1% | -3.83% | 減碼 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | -1.28% | 減碼 |
| 33 | MAS | Masco CORP | -0.1% | +0.57% | 加碼 |
| 34 | LLY | Eli Lilly & Co | -0.1% | +2.14% | 加碼 |
| 35 | AGG | Ishares Core U.s. Aggregate | -0.1% | -12.24% | 減碼 |
| 36 | IEMG | Ishares Core Msci Emerging | -0.1% | +3.48% | 加碼 |
| 37 | MDLZ | Mondelez International Inc-a | -0.1% | -1.02% | 減碼 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -1.17% | 減碼 |
| 39 | FCX | Freeport-mcmoran Inc | -0.1% | +0.45% | 加碼 |
| 40 | AMGN | Amgen Inc | -0.1% | -1.56% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.1% | -2.03% | 減碼 |
| 42 | AMT | American Tower CORP | -0.1% | +2.09% | 加碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -0.56% | 減碼 |
| 44 | PGX | Invesco Preferred ETF | -0.2% | -0.55% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.2% | -2.16% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.2% | +0.60% | 加碼 |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.3% | +4.25% | 加碼 |
| 48 | DLTR | Dollar Tree Inc | -0.3% | EXIT | 清倉 |
| 49 | MCHP | Microchip Technology Inc | -0.5% | EXIT | 清倉 |
| 50 | BLKCHF | Blackrock Inc | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Iowa State Bank 在 Q4 2024 季度的美股持倉總市值約為 US$6.0億，共申報了 106 個公開持股部位。
在 Q4 2024 季度，Iowa State Bank 按市值排列的前三大核心持股分別為：IEFA (4.8%)、IJH (4.7%)、AAPL (4.1%)。其中最大持股部位 IEFA 佔據整體投資組合約 4.8% 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
PLTR
市值: US$222.2萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$361.1萬
在 Q4 2024 季度中，Iowa State Bank 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 21 個部位、減碼 24 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PLTR。 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。