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: 0002054100
申報總市值
US$2.1億
US$2.1億
299 檔
15.5%
在 Q1 2025 的 13F 官方備案中，Kentucky Trust Co 管理的美股投資組合規模來到 US$2.1億，整體持股檔數為 299 檔。
從 Q1 2025 申報觀察，Kentucky Trust Co 採取防禦導向的調倉策略，本季減碼 36 檔個股並出清 2 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, USB）累計市值佔比達 15.5%，是驅動 Kentucky Trust Co 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 299 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 | MSFT | Microsoft CORP | 股票-科技 | 4.13% | -0.20% | -3.77% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.02% | +0.19% | -0.88% | |
| 3 | USB | US Bancorp | 股票-金融 | 3.96% | +0.28% | +0.25% | |
| 4 | DNP | Dnp Select Income Fund Inc | 股票-金融 | 3.78% | -0.10% | +1.44% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.31% | +0.28% | -0.82% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.29% | -0.22% | +3.42% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.87% | -0.14% | -1.30% | |
| 8 | SO | Southern Co/the | 股票-公用事業 | 2.84% | -0.23% | -1.38% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.14% | -0.13% | -2.21% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 2.03% | -0.19% | -1.84% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.87% | -0.55% | -2.44% | |
| 12 | PNC | Pnc Financial Services Group | 股票-金融 | 1.83% | +0.17% | -0.48% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.75% | +0.12% | +1.86% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.73% | -0.06% | -1.79% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.67% | -0.31% | -0.78% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事業 | 1.65% | -0.19% | -0.13% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 1.63% | -0.53% | -1.90% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.62% | -0.57% | -0.08% | |
| 19 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.55% | -0.25% | -2.69% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.45% | +0.27% | +0.03% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.43% | +0.13% | -0.48% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.40% | -0.40% | -2.54% | |
| 23 | NSC | Norfolk Southern CORP | 股票-工業 | 1.35% | +0.01% | -2.80% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.31% | +0.24% | +1.29% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 1.30% | -0.02% | +0.35% | |
| 26 | MMM | 3m Co | 股票-工業 | 1.18% | +0.02% | -3.73% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 1.17% | +0.78% | -1.49% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 1.17% | -0.18% | -1.28% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.14% | -0.24% | -1.20% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.11% | +0.18% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.11% | -0.05% | -1.50% | |
| 32 | IRM | Iron Mountain Inc | 股票-房地產 | 1.05% | +0.05% | -4.16% | |
| 33 | TFC | Truist Financial CORP | 股票-金融 | 0.96% | -0.01% | -1.74% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.96% | -0.19% | -2.62% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.93% | -0.23% | -1.31% | |
| 36 | VTR | Ventas Inc | 股票-房地產 | 0.92% | -0.02% | +0.22% | |
| 37 | AEE | Ameren Corporation | 股票-公用事業 | 0.92% | -0.05% | -2.65% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.90% | -0.13% | -1.58% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.88% | -0.05% | — | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | -0.10% | -0.71% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.81% | -0.11% | — | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.75% | -0.01% | -0.52% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.02% | -1.92% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.75% | +1.31% | -4.38% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | +0.28% | +0.47% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.71% | -0.17% | -0.02% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.66% | -0.03% | -0.48% | |
| 48 | PAYX | Paychex Inc | 股票-科技 | 0.65% | -0.01% | -7.86% | |
| 49 | OGE | Oge Energy CORP | 股票-公用事業 | 0.63% | -0.06% | -2.84% | |
| 50 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.63% | -0.03% | -5.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DNP | Dnp Select Income Fund Inc | +0.5% | +1.44% | 加碼 |
| 2 | T | At&t Inc | +0.3% | -1.90% | 減碼 |
| 3 | SO | Southern Co/the | +0.3% | -1.38% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.3% | -2.21% | 減碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -1.79% | 減碼 |
| 6 | CVX | Chevron CORP | +0.2% | -2.44% | 減碼 |
| 7 | RTX | Rtx CORP | +0.2% | -0.78% | 減碼 |
| 8 | DUK | Duke Energy CORP | +0.2% | -0.13% | 減碼 |
| 9 | CVS | Cvs Health CORP | +0.2% | -4.83% | 減碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -0.08% | 減碼 |
| 11 | AMGN | Amgen Inc | +0.2% | — | 不變 |
| 12 | VTR | Ventas Inc | +0.1% | +0.22% | 加碼 |
| 13 | KO | Coca-cola Co/the | +0.1% | -1.50% | 減碼 |
| 14 | ABBV | Abbvie Inc | +0.1% | -0.71% | 減碼 |
| 15 | ATO | Atmos Energy CORP | +0.1% | -2.69% | 減碼 |
| 16 | MMM | 3m Co | +0.1% | -3.73% | 減碼 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | 不變 |
| 18 | MDT | Medtronic plc | +0.1% | -1.58% | 減碼 |
| 19 | PM | Philip Morris International | +0.1% | +0.86% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.1% | -0.02% | 減碼 |
| 21 | AEE | Ameren Corporation | +0.1% | -2.65% | 減碼 |
| 22 | GD | General Dynamics CORP | +0.1% | +15.10% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | -1.92% | 減碼 |
| 24 | ABT | Abbott Laboratories | +0.1% | -3.80% | 減碼 |
| 25 | PFE | Pfizer Inc | -0.1% | -1.31% | 減碼 |
| 26 | WMT | Walmart Inc | -0.1% | -2.54% | 減碼 |
| 27 | DIS | Walt Disney Co/the | -0.1% | -1.15% | 減碼 |
| 28 | TFC | Truist Financial CORP | -0.1% | -1.74% | 減碼 |
| 29 | ORCL | Oracle CORP | -0.1% | -9.84% | 減碼 |
| 30 | VMC | Vulcan Materials Co | -0.1% | -8.48% | 減碼 |
| 31 | BA | Boeing Co/the | -0.1% | -17.80% | 減碼 |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.74% | 減碼 |
| 33 | NOC | Northrop Grumman CORP | -0.1% | EXIT | 清倉 |
| 34 | ITW | Illinois Tool Works | -0.1% | -41.13% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | -1.20% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -2.40% | 減碼 |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.29% | 加碼 |
| 38 | LMT | Lockheed Martin CORP | -0.1% | EXIT | 清倉 |
| 39 | CAT | Caterpillar Inc | -0.1% | -1.49% | 減碼 |
| 40 | AMAT | Applied Materials Inc | -0.1% | -4.38% | 減碼 |
| 41 | EMR | Emerson Electric Co | -0.2% | +0.35% | 加碼 |
| 42 | PNC | Pnc Financial Services Group | -0.2% | -0.48% | 減碼 |
| 43 | AMZN | Amazon.com Inc | -0.2% | +1.86% | 加碼 |
| 44 | NVDA | Nvidia CORP | -0.3% | +0.18% | 加碼 |
| 45 | IRM | Iron Mountain Inc | -0.3% | -4.16% | 減碼 |
| 46 | CRM | Salesforce Inc | -0.3% | -1.28% | 減碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | +0.03% | 加碼 |
| 48 | USB | US Bancorp | -0.5% | +0.25% | 加碼 |
| 49 | AAPL | Apple Inc | -0.5% | -0.88% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.6% | -3.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Kentucky Trust Co 在 Q1 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 299 個公開持股部位。
在 Q1 2025 季度，Kentucky Trust Co 按市值排列的前三大核心持股分別為：MSFT (4.1%)、AAPL (4.0%)、USB (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.1% 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。
本季最大獲利了結 / 清倉標的
LMT
前期市值: US$14.6萬
在 Q1 2025 季度中，Kentucky Trust Co 共進行了 48 項持倉異動，包含新建倉 0 個部位、加碼 10 個部位、減碼 36 個部位以及清倉 2 個部位。 本季清倉部位包含 LMT。
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。