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
122 檔
17.7%
根據最新整理的 13F 季度數據集，Iowa State Bank 於 Q2 2025 結束時的管理資產規模為 US$6.0億。該機構在本季度申報了 122 檔美股持倉，呈現出該時期的主要投資地圖。
Iowa State Bank 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 30 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。
整體而言，Iowa State Bank 的前 5 大持股（包含 IJH, IEFA, MSFT）貢獻了組合市值的 17.7%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.63% | +0.22% | -0.47% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.60% | -0.05% | -2.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | -0.24% | -0.30% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.92% | +0.22% | +2.51% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.88% | -0.19% | -0.78% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.28% | +0.06% | -0.15% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.76% | +0.13% | +0.80% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.63% | +0.33% | -0.85% | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 2.59% | -0.36% | +1.54% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.12% | +0.05% | +0.92% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.11% | -0.04% | +1.22% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.92% | +0.09% | -0.13% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.54% | -0.75% | |
| 14 | EMR | Emerson Electric Co | 股票-工業 | 1.83% | -0.01% | -5.91% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 1.77% | +0.06% | -2.34% | |
| 16 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.68% | +0.03% | -0.12% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | +0.41% | +0.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.61% | -0.09% | -2.69% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.49% | +0.11% | -13.82% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.46% | -0.10% | +0.15% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 1.40% | +0.07% | -7.60% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.36% | -0.08% | -0.65% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.01% | +0.44% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.30% | +0.03% | — | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.26% | -0.37% | -0.32% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.24% | +0.04% | -11.11% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.22% | -0.43% | -0.24% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -0.57% | -1.16% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 1.12% | -0.16% | +0.14% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 1.08% | -0.12% | -0.12% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.02% | -0.04% | — | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.11% | +1.51% | |
| 33 | UPS | United Parcel Service-cl B | 股票-工業 | 0.98% | — | -13.91% | |
| 34 | PRU | Prudential Financial Inc | 股票-金融 | 0.98% | -0.09% | -0.89% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.19% | -1.40% | |
| 36 | ICE | Intercontinental Exchange In | 股票-金融 | 0.92% | -0.19% | +0.74% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | +0.05% | +1.07% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.90% | +0.58% | +0.32% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.87% | +0.16% | +0.63% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.81% | -0.28% | +0.29% | |
| 41 | BLK | Blackrock Inc | 股票-金融 | 0.77% | -0.05% | -1.15% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.77% | -0.02% | -2.02% | |
| 43 | MET | Metlife Inc | 股票-金融 | 0.77% | +0.02% | -8.06% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.73% | +0.43% | -22.62% | |
| 45 | AMT | American Tower CORP | 股票-房地產 | 0.69% | -0.07% | +0.70% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.69% | -0.17% | +0.23% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | -0.06% | +1.01% | |
| 48 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.63% | -0.07% | +2.54% | |
| 49 | HON | Honeywell International Inc | 股票-工業 | 0.62% | -0.06% | +66.80% | |
| 50 | WM | Waste Management Inc | 股票-工業 | 0.61% | -0.07% | +45.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -0.30% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | +0.80% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.5% | +0.15% | 加碼 |
| 4 | ADI | Analog Devices Inc | +0.4% | NEW | 新建倉 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +1.22% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | +1.51% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -0.78% | 減碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +0.29% | 加碼 |
| 9 | HON | Honeywell International Inc | +0.3% | +66.80% | 加碼 |
| 10 | NSC | Norfolk Southern CORP | +0.2% | NEW | 新建倉 |
| 11 | CAH | Cardinal Health Inc | +0.2% | -0.12% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.92% | 加碼 |
| 13 | MS | Morgan Stanley | +0.2% | -2.34% | 減碼 |
| 14 | WM | Waste Management Inc | +0.2% | +45.50% | 加碼 |
| 15 | EMR | Emerson Electric Co | +0.1% | -5.91% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.77% | 加碼 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | +0.32% | 加碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | +1.01% | 加碼 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.85% | 減碼 |
| 20 | ETN | Eaton Corporation plc | +0.1% | -13.82% | 減碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +2.90% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.75% | 減碼 |
| 23 | BAC | Bank Of America CORP | +0.1% | +1.07% | 加碼 |
| 24 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -2.34% | 減碼 |
| 25 | DLR | Digital Realty Trust Inc | +0.1% | -2.14% | 減碼 |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | +0.50% | 加碼 |
| 27 | FCX | Freeport-mcmoran Inc | +0.1% | +1.55% | 加碼 |
| 28 | RTX | Rtx CORP | 0% | -0.12% | 減碼 |
| 29 | IBM | Intl Business Machines CORP | 0% | -7.60% | 減碼 |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +2.51% | 加碼 |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.47% | 減碼 |
| 32 | SPHY | Ss Spdr P High Yield ETF | -0.1% | +1.54% | 加碼 |
| 33 | PGX | Invesco Preferred ETF | -0.1% | -35.85% | 減碼 |
| 34 | AMGN | Amgen Inc | -0.1% | -1.90% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.94% | 減碼 |
| 36 | AGG | Ishares Core U.s. Aggregate | -0.1% | -13.45% | 減碼 |
| 37 | ✓ | Loymar LTD Stock | -0.1% | EXIT | 清倉 |
| 38 | CAT | Caterpillar Inc | -0.1% | -22.62% | 減碼 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | 不變 |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -0.32% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -2.52% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.2% | -1.40% | 減碼 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -1.16% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.65% | 減碼 |
| 45 | CVX | Chevron CORP | -0.3% | -0.24% | 減碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -2.69% | 減碼 |
| 47 | UPS | United Parcel Service-cl B | -0.3% | -13.91% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -0.13% | 減碼 |
| 49 | QCOM | Qualcomm Inc | -0.5% | -80.68% | 減碼 |
| 50 | AAPL | Apple Inc | -0.5% | -0.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Iowa State Bank 在 Q2 2025 季度的美股持倉總市值約為 US$6.0億，共申報了 122 個公開持股部位。
在 Q2 2025 季度，Iowa State Bank 按市值排列的前三大核心持股分別為：IJH (4.6%)、IEFA (4.6%)、MSFT (4.0%)。其中最大持股部位 IJH 佔據整體投資組合約 4.6% 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
ADI
市值: US$220.6萬
本季最大獲利了結 / 清倉標的
Loymar LTD Stock
前期市值: US$58.4萬
在 Q2 2025 季度中，Iowa State Bank 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 17 個部位、減碼 29 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ADI。 本季清倉部位包含 Loymar LTD Stock。
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。