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$2.0億
US$2.0億
311 檔
17.9%
截至 Q1 2026 季度末，Kentucky Trust Co 的美股持倉估值約為 US$2.0億，全數申報部位共有 311 檔。
Q1 2026 的申報記錄反映 Kentucky Trust Co 的板塊替換策略：機構本季推動了 70 筆增持與 55 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 USB, AAPL, DNP）占據了總市值的 17.9%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 311 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 | USB | US Bancorp | 股票-金融 | 4.33% | -0.02% | -0.50% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.04% | +0.69% | +0.03% | |
| 3 | DNP | Dnp Select Income Fund Inc | 股票-金融 | 3.65% | -0.26% | +2.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | +1.14% | +0.30% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.30% | +0.12% | -0.29% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-其他 | 3.03% | +0.07% | +0.16% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.67% | +0.10% | -1.69% | |
| 8 | SO | Southern Co/the | 股票-公用事業 | 2.47% | -0.25% | -0.98% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.34% | -0.23% | +0.39% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 2.16% | -0.22% | -1.07% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 2.16% | -0.66% | -0.24% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 2.05% | -0.07% | -2.57% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.05% | +0.04% | -1.99% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.05% | -1.48% | EXIT | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.04% | +0.36% | +0.48% | |
| 16 | PNC | Pnc Financial Services Group | 股票-金融 | 1.87% | -0.13% | -0.06% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.67% | +0.14% | +1.50% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.62% | -0.09% | -4.27% | |
| 19 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.59% | -0.11% | -0.12% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.19% | +0.74% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事業 | 1.51% | -0.08% | -0.55% | |
| 22 | T | At&t Inc | 股票-通訊服務 | 1.45% | +0.22% | +0.33% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 1.43% | -0.72% | -4.60% | |
| 24 | NSC | Norfolk Southern CORP | 股票-工業 | 1.39% | +0.02% | -0.27% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.37% | -0.01% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.37% | +0.08% | +0.83% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 1.35% | -0.05% | -2.88% | |
| 28 | EMR | Emerson Electric Co | 股票-工業 | 1.33% | +0.04% | -0.62% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.02% | +0.10% | +0.99% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.01% | -0.11% | — | |
| 31 | IRM | Iron Mountain Inc | 股票-房地產 | 1.01% | -0.13% | -1.05% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.00% | +0.22% | +4.23% | |
| 33 | PFE | Pfizer Inc | 股票-醫療保健 | 0.99% | +0.19% | +6.01% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.03% | +1.74% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 0.91% | -0.03% | -1.31% | |
| 36 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.89% | -0.08% | -8.24% | |
| 37 | VTR | Ventas Inc | 股票-房地產 | 0.88% | -0.02% | — | |
| 38 | MMM | 3m Co | 股票-工業 | 0.87% | +0.03% | -7.95% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.87% | +0.11% | +0.34% | |
| 40 | AEE | Ameren Corporation | 股票-公用事業 | 0.85% | -0.08% | -0.17% | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.85% | -0.55% | -1.25% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | -0.06% | -3.03% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.75% | +0.05% | -0.77% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.74% | +0.11% | +4.14% | |
| 45 | CRM | Salesforce Inc | 股票-科技 | 0.73% | +0.30% | +1.31% | |
| 46 | MDT | Medtronic plc | 股票-醫療保健 | 0.71% | +0.09% | -1.28% | |
| 47 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | +0.12% | +2.17% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.57% | -0.05% | +0.84% | |
| 49 | FITB | Fifth Third Bancorp | 股票-金融 | 0.57% | -0.04% | +0.11% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.07% | +1.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +0.15% | 加碼 |
| 2 | CVX | Chevron CORP | +0.5% | +0.48% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.4% | -0.24% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.4% | -1.69% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.3% | -4.60% | 減碼 |
| 6 | GLW | Corning Inc | +0.3% | -1.25% | 減碼 |
| 7 | ENB | Enbridge Inc | +0.2% | -1.07% | 減碼 |
| 8 | T | At&t Inc | +0.2% | +0.33% | 加碼 |
| 9 | SO | Southern Co/the | +0.2% | -0.98% | 減碼 |
| 10 | IRM | Iron Mountain Inc | +0.2% | -1.05% | 減碼 |
| 11 | DNP | Dnp Select Income Fund Inc | +0.2% | +2.45% | 加碼 |
| 12 | VZ | Verizon Communications Inc | +0.2% | +4.14% | 加碼 |
| 13 | PFE | Pfizer Inc | +0.2% | +6.01% | 加碼 |
| 14 | DUK | Duke Energy CORP | +0.1% | -0.55% | 減碼 |
| 15 | ATO | Atmos Energy CORP | +0.1% | -0.12% | 減碼 |
| 16 | WMT | Walmart Inc | +0.1% | -4.27% | 減碼 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +2.17% | 加碼 |
| 18 | KO | Coca-cola Co/the | +0.1% | +0.99% | 加碼 |
| 19 | PEP | Pepsico Inc | +0.1% | +1.74% | 加碼 |
| 20 | Q | Qnity Electronics Inc | +0.1% | +53.76% | 加碼 |
| 21 | NEE | Nextera Energy Inc | +0.1% | +0.84% | 加碼 |
| 22 | AEE | Ameren Corporation | +0.1% | -0.17% | 減碼 |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | +12.01% | 加碼 |
| 24 | STZ | Constellation Brands Inc-a | +0.1% | +53.67% | 加碼 |
| 25 | INTC | Intel CORP | +0.1% | -3.12% | 減碼 |
| 26 | AMGN | Amgen Inc | +0.1% | +0.34% | 加碼 |
| 27 | OGE | Oge Energy CORP | +0.1% | — | 不變 |
| 28 | GEV | GE Vernova Inc | +0.1% | -2.99% | 減碼 |
| 29 | O | Realty Income CORP | 0% | +3.48% | 加碼 |
| 30 | VTR | Ventas Inc | 0% | — | 不變 |
| 31 | KIM | Kimco Realty CORP | 0% | — | 不變 |
| 32 | CLX | Clorox Company | 0% | +26.64% | 加碼 |
| 33 | DOC | Healthpeak Properties Inc | 0% | +9.98% | 加碼 |
| 34 | KR | Kroger Co | 0% | — | 不變 |
| 35 | AWK | American Water Works Co Inc | 0% | +18.60% | 加碼 |
| 36 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
| 37 | COP | Conocophillips | 0% | — | 不變 |
| 38 | RTX | Rtx CORP | 0% | -2.57% | 減碼 |
| 39 | EVRG | Evergy Inc | 0% | +3.71% | 加碼 |
| 40 | IDA | Idacorp Inc | 0% | — | 不變 |
| 41 | EXC | Exelon CORP | 0% | +5.11% | 加碼 |
| 42 | GD | General Dynamics CORP | 0% | +2.91% | 加碼 |
| 43 | FTV | Fortive CORP | 0% | +9.08% | 加碼 |
| 44 | CTVA | Corteva Inc | 0% | +0.65% | 加碼 |
| 45 | PSX | Phillips 66 | 0% | — | 不變 |
| 46 | PLD | Prologis Inc | 0% | +13.97% | 加碼 |
| 47 | DOW | Dow Inc | 0% | -9.15% | 減碼 |
| 48 | LIN | Linde plc | 0% | +32.91% | 加碼 |
| 49 | DGX | Quest Diagnostics Inc | 0% | — | 不變 |
| 50 | UPS | United Parcel Service-cl B | 0% | +9.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Kentucky Trust Co 在 Q1 2026 季度的美股持倉總市值約為 US$2.0億，共申報了 311 個公開持股部位。
在 Q1 2026 季度，Kentucky Trust Co 按市值排列的前三大核心持股分別為：USB (4.3%)、AAPL (4.0%)、DNP (3.6%)。其中最大持股部位 USB 佔據整體投資組合約 4.3% 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
TJX
市值: US$2.6萬
本季最大獲利了結 / 清倉標的
CHDN
前期市值: US$11.4萬
在 Q1 2026 季度中，Kentucky Trust Co 共進行了 125 項持倉異動，包含新建倉 5 個部位、加碼 65 個部位、減碼 46 個部位以及清倉 9 個部位。 其中最大新建倉標的為 TJX。 本季清倉部位包含 CHDN。
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。