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。
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CIK: 0001439743
申報總市值
US$8.1億
US$8.1億
218 檔
21.9%
根據最新整理的 13F 季度數據集，Mechanics Bank Trust Department 於 Q4 2024 結束時的管理資產規模為 US$8.1億。該機構在本季度申報了 218 檔美股持倉，呈現出該時期的主要投資地圖。
Q4 2024 的申報記錄反映 Mechanics Bank Trust Department 的板塊替換策略：機構本季推動了 24 筆增持與 25 筆減持，籌碼呈現明顯的結構重組。
整體而言，Mechanics Bank Trust Department 的前 5 大持股（包含 AAPL, SPY, MSFT）貢獻了組合市值的 21.9%，形成該機構在 Q4 2024 季度的基本面基石。
僅顯示前 200 大持股（共 218 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 | AAPL | Apple Inc | 股票-科技 | 7.58% | +0.14% | -16.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.05% | +0.41% | -2.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.19% | -0.30% | +1.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.19% | +0.34% | -1.07% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.58% | -0.39% | +2.99% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.39% | -0.36% | -1.50% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.18% | -0.36% | -0.71% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | +0.22% | -1.07% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.02% | +0.20% | -3.04% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.93% | +0.16% | -1.36% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.81% | +0.04% | +3.03% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.15% | -1.28% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.66% | -0.37% | +14.20% | |
| 14 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.64% | -0.04% | -2.93% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.15% | +1.23% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | -0.01% | +3.08% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.35% | -0.29% | — | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.33% | +0.38% | +0.09% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.60% | -0.13% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.02% | +2.50% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.24% | -0.03% | -3.17% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.23% | -0.10% | -0.19% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.32% | -0.44% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.15% | -0.27% | -0.82% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | -0.03% | -0.77% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | -0.12% | -5.13% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 1.02% | +0.04% | -0.48% | |
| 28 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.02% | -0.08% | +1.29% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.00% | -0.04% | -1.12% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.21% | -1.35% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.93% | +0.15% | -0.79% | |
| 32 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.91% | +0.10% | -2.53% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.90% | -0.06% | -1.16% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.84% | -0.05% | -25.30% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | -0.05% | +3.42% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | +0.20% | +11.15% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.73% | -0.03% | -3.30% | |
| 38 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.71% | -0.09% | +4.16% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.69% | +0.30% | +9.11% | |
| 40 | RSG | Republic Services Inc | 股票-工業 | 0.67% | -0.09% | +0.15% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.63% | +0.07% | +5.01% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.02% | -2.15% | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.59% | -0.38% | EXIT | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.59% | -0.12% | -5.23% | |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.57% | -0.09% | -5.44% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.16% | +39.56% | |
| 47 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.53% | -0.01% | -0.17% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.52% | +0.01% | -1.49% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.51% | -0.05% | +0.36% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | +0.02% | -5.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.5% | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.07% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.3% | +3.03% | 加碼 |
| 4 | V | Visa Inc-class A Shares | +0.2% | +3.08% | 加碼 |
| 5 | BKLN | Invesco Senior Loan ETF | +0.2% | +14.20% | 加碼 |
| 6 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +155.40% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +2.50% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +1.23% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +11.15% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | +13.84% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 12 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.36% | 減碼 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +39.56% | 加碼 |
| 14 | WMT | Walmart Inc | +0.1% | -1.35% | 減碼 |
| 15 | VFLO | Victoryshares Free Cash Flow | +0.1% | NEW | 新建倉 |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +9.11% | 加碼 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +3.42% | 加碼 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.04% | 加碼 |
| 19 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | NEW | 新建倉 |
| 20 | VUG | Vanguard Growth ETF | +0.1% | -3.04% | 減碼 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.07% | 減碼 |
| 22 | IYW | Ishares Ustechnology ETF | +0.1% | +0.09% | 加碼 |
| 23 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 24 | BSX | Boston Scientific CORP | +0.1% | NEW | 新建倉 |
| 25 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 26 | HD | Home Depot Inc | -0.1% | -1.12% | 減碼 |
| 27 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -3.17% | 減碼 |
| 28 | UNH | Unitedhealth Group Inc | -0.1% | +5.01% | 加碼 |
| 29 | MRK | Merck & Co. Inc. | -0.1% | +0.06% | 加碼 |
| 30 | AMGN | Amgen Inc | -0.1% | +1.35% | 加碼 |
| 31 | ORCL | Oracle CORP | -0.1% | -1.28% | 減碼 |
| 32 | XLV | Ss Health Care Select Sector | -0.1% | +0.36% | 加碼 |
| 33 | PFE | Pfizer Inc | -0.1% | -7.36% | 減碼 |
| 34 | NKE | Nike Inc -cl B | -0.1% | -24.64% | 減碼 |
| 35 | ZTS | Zoetis Inc | -0.1% | -1.73% | 減碼 |
| 36 | MCD | Mcdonald's CORP | -0.1% | — | 不變 |
| 37 | TGT | Target CORP | -0.1% | -7.67% | 減碼 |
| 38 | ADBE | Adobe Inc | -0.1% | -9.92% | 減碼 |
| 39 | GTO | Invesco Total Return Bond Et | -0.1% | -11.45% | 減碼 |
| 40 | KO | Coca-cola Co/the | -0.1% | -2.15% | 減碼 |
| 41 | PEP | Pepsico Inc | -0.1% | -5.23% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | -0.13% | 減碼 |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -0.71% | 減碼 |
| 44 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -35.73% | 減碼 |
| 45 | BA | Boeing Co/the | -0.2% | EXIT | 清倉 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 47 | JNJ | Johnson & Johnson | -0.2% | -5.13% | 減碼 |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -25.30% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -0.8% | -16.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mechanics Bank Trust Department 在 Q4 2024 季度的美股持倉總市值約為 US$8.1億，共申報了 218 個公開持股部位。
在 Q4 2024 季度，Mechanics Bank Trust Department 按市值排列的前三大核心持股分別為：AAPL (7.6%)、SPY (6.0%)、MSFT (4.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.6% 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
BLK
市值: US$364.5萬
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$345.3萬
在 Q4 2024 季度中，Mechanics Bank Trust Department 共進行了 49 項持倉異動，包含新建倉 7 個部位、加碼 17 個部位、減碼 22 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BLK。 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。