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
297 檔
17.1%
Kentucky Trust Co 在 Q2 2025 季度的美股部位總計估值為 US$2.1億，分散於 297 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2025 申報觀察，Kentucky Trust Co 採取防禦導向的調倉策略，本季減碼 23 檔個股並出清 0 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, USB, JPM）累計市值佔比達 17.1%，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 297 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 | 5.23% | -0.20% | -0.85% | |
| 2 | USB | US Bancorp | 股票-金融 | 4.10% | +0.28% | +0.15% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.76% | +0.28% | -0.53% | |
| 4 | DNP | Dnp Select Income Fund Inc | 股票-金融 | 3.67% | -0.10% | +1.55% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.62% | +0.19% | +1.00% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.28% | -0.22% | +3.41% | |
| 7 | SO | Southern Co/the | 股票-公用事業 | 2.67% | -0.23% | -2.30% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.56% | -0.14% | -1.01% | |
| 9 | ENB | Enbridge Inc | 股票-能源 | 2.00% | -0.19% | -0.38% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.91% | +0.12% | -1.68% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.88% | -0.13% | -1.13% | |
| 12 | PNC | Pnc Financial Services Group | 股票-金融 | 1.86% | +0.17% | -0.57% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.77% | -0.31% | -0.31% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.11% | +2.06% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.61% | +0.27% | +0.99% | |
| 16 | T | At&t Inc | 股票-通訊服務 | 1.58% | -0.53% | -1.28% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.55% | -0.55% | +0.53% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.53% | -0.02% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | -0.06% | -0.18% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 1.52% | -0.19% | -1.51% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 1.49% | -0.40% | -0.59% | |
| 22 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.47% | -0.25% | -1.25% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.45% | +0.13% | -2.21% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.44% | +0.24% | -3.10% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.41% | -0.57% | +0.22% | |
| 26 | NSC | Norfolk Southern CORP | 股票-工業 | 1.40% | +0.01% | — | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 1.35% | +0.78% | +1.59% | |
| 28 | IRM | Iron Mountain Inc | 股票-房地產 | 1.18% | +0.05% | -2.57% | |
| 29 | MMM | 3m Co | 股票-工業 | 1.16% | +0.02% | -1.48% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 1.15% | -0.18% | +0.27% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.06% | -0.24% | +0.91% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.04% | -0.05% | -1.54% | |
| 33 | TFC | Truist Financial CORP | 股票-金融 | 0.98% | -0.01% | +0.56% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.94% | +1.31% | +3.29% | |
| 35 | PFE | Pfizer Inc | 股票-醫療保健 | 0.87% | -0.23% | +1.10% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.85% | -0.11% | — | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.82% | -0.19% | +1.16% | |
| 38 | AEE | Ameren Corporation | 股票-公用事業 | 0.81% | -0.05% | -4.53% | |
| 39 | MDT | Medtronic plc | 股票-醫療保健 | 0.80% | -0.13% | -4.23% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.80% | +0.28% | -0.49% | |
| 41 | VTR | Ventas Inc | 股票-房地產 | 0.79% | -0.02% | -3.36% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.76% | -0.05% | — | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.02% | — | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | -0.10% | -2.84% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.69% | -0.01% | -5.78% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.66% | -0.17% | +0.09% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | -0.04% | — | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.61% | -0.03% | -5.22% | |
| 49 | PAYX | Paychex Inc | 股票-科技 | 0.58% | -0.01% | -1.14% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.56% | +0.17% | -4.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | -0.85% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.5% | +2.06% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | -0.53% | 減碼 |
| 4 | EMR | Emerson Electric Co | +0.2% | — | 不變 |
| 5 | AMAT | Applied Materials Inc | +0.2% | +3.29% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.2% | +1.59% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -1.68% | 減碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.99% | 加碼 |
| 9 | USB | US Bancorp | +0.1% | +0.15% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -3.10% | 減碼 |
| 11 | IRM | Iron Mountain Inc | +0.1% | -2.57% | 減碼 |
| 12 | RTX | Rtx CORP | +0.1% | -0.31% | 減碼 |
| 13 | DIS | Walt Disney Co/the | +0.1% | — | 不變 |
| 14 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 15 | WMT | Walmart Inc | +0.1% | -0.59% | 減碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +4.32% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.49% | 減碼 |
| 18 | GEV | GE Vernova Inc | +0.1% | +0.57% | 加碼 |
| 19 | GE | General Electric | +0.1% | -1.15% | 減碼 |
| 20 | NSC | Norfolk Southern CORP | +0.1% | — | 不變 |
| 21 | BA | Boeing Co/the | +0.1% | — | 不變 |
| 22 | NVS | Novartis Ag-sponsored Adr | 0% | — | 不變 |
| 23 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 24 | O | Realty Income CORP | 0% | +17.49% | 加碼 |
| 25 | PNC | Pnc Financial Services Group | 0% | -0.57% | 減碼 |
| 26 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 27 | GLW | Corning Inc | 0% | — | 不變 |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -2.21% | 減碼 |
| 29 | TFC | Truist Financial CORP | 0% | +0.56% | 加碼 |
| 30 | PFF | Ishares Preferred & Income S | 0% | +3.41% | 加碼 |
| 31 | 6D8 | Dupont De Nemours Inc | -0.1% | -15.14% | 減碼 |
| 32 | BMY | Bristol-myers Squibb Co | -0.1% | +2.74% | 加碼 |
| 33 | GIS | General Mills Inc | -0.1% | — | 不變 |
| 34 | OGE | Oge Energy CORP | -0.1% | -7.36% | 減碼 |
| 35 | MDT | Medtronic plc | -0.1% | -4.23% | 減碼 |
| 36 | FTV | Fortive CORP | -0.1% | +0.82% | 加碼 |
| 37 | AEE | Ameren Corporation | -0.1% | -4.53% | 減碼 |
| 38 | KHC | Kraft Heinz Co/the | -0.1% | -1.15% | 減碼 |
| 39 | AMGN | Amgen Inc | -0.1% | — | 不變 |
| 40 | VTR | Ventas Inc | -0.1% | -3.36% | 減碼 |
| 41 | DUK | Duke Energy CORP | -0.1% | -1.51% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.1% | +1.16% | 加碼 |
| 43 | ABBV | Abbvie Inc | -0.2% | -2.84% | 減碼 |
| 44 | SO | Southern Co/the | -0.2% | -2.30% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.2% | +0.22% | 加碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.18% | 減碼 |
| 47 | JNJ | Johnson & Johnson | -0.3% | -1.13% | 減碼 |
| 48 | PG | Procter & Gamble Co/the | -0.3% | -1.01% | 減碼 |
| 49 | CVX | Chevron CORP | -0.3% | +0.53% | 加碼 |
| 50 | AAPL | Apple Inc | -0.4% | +1.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Kentucky Trust Co 在 Q2 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 297 個公開持股部位。
在 Q2 2025 季度，Kentucky Trust Co 按市值排列的前三大核心持股分別為：MSFT (5.2%)、USB (4.1%)、JPM (3.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.2% 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
MSFT
前期市值: US$694.4萬
在 Q2 2025 季度中，Kentucky Trust Co 共進行了 39 項持倉異動，包含新建倉 0 個部位、加碼 16 個部位、減碼 23 個部位以及清倉 0 個部位。
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。