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: 0001439743
申報總市值
US$8.1億
US$8.1億
213 檔
19.1%
Mechanics Bank Trust Department 在 Q2 2025 季度的美股部位總計估值為 US$8.1億，分散於 213 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Mechanics Bank Trust Department 於 Q2 2025 季度持續回收資金，對 40 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, SPY, MSFT）累計市值佔比達 19.1%，是驅動 Mechanics Bank Trust Department 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 213 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 | 5.95% | +0.14% | -9.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.40% | +0.41% | -17.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.36% | -0.30% | -6.45% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.95% | +0.34% | -8.66% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.42% | -0.39% | -10.47% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.42% | +0.16% | +16.62% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.41% | -0.36% | -9.06% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.17% | -0.36% | -10.51% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.15% | +0.22% | -2.97% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.87% | +0.04% | -10.54% | |
| 11 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.86% | -0.37% | +2.92% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 1.86% | -0.15% | -19.16% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.15% | -14.58% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.02% | -0.81% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | -0.01% | -5.41% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | +0.20% | -27.33% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.36% | -0.03% | +2.40% | |
| 18 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.31% | +0.38% | -15.35% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.60% | -11.32% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.24% | +0.30% | +34.17% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.20% | -0.29% | -16.66% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.16% | -0.04% | -33.63% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | -0.27% | -19.25% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.11% | -0.04% | -0.84% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.32% | -16.91% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | -0.10% | -15.29% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.03% | -0.03% | -19.79% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.21% | -23.16% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.96% | +0.15% | -6.38% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.96% | +0.04% | -9.49% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.12% | -20.21% | |
| 32 | XLF | Ss Financial Select Sector | ETF-其他 | 0.90% | -0.05% | -5.07% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.86% | -0.06% | -12.74% | |
| 34 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.77% | +0.10% | -19.44% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.76% | -0.03% | -8.77% | |
| 36 | RSG | Republic Services Inc | 股票-工業 | 0.75% | -0.09% | -12.15% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.20% | -11.14% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.71% | +0.12% | -2.23% | |
| 39 | FDLO | Fidelity Low Volat Fact ETF | ETF-其他 | 0.66% | +0.04% | +17.87% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.64% | -0.05% | -20.93% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.62% | -0.09% | -0.67% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | -0.02% | -19.78% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.57% | -0.08% | -47.89% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.56% | +0.07% | +55.08% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | -0.11% | -12.66% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.20% | -18.48% | |
| 47 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | -0.05% | -0.74% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.53% | +0.01% | -12.82% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | +0.25% | +2.33% | |
| 50 | BLK | Blackrock Inc | 股票-金融 | 0.52% | -0.01% | -2.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | -6.45% | 減碼 |
| 2 | IWP | Ishares Russell Mid-cap Grow | +0.8% | +16.62% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.5% | -19.16% | 減碼 |
| 4 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | +34.17% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | -14.58% | 減碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.97% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.81% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | -2.23% | 減碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.66% | 減碼 |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +55.08% | 加碼 |
| 11 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +85.80% | 加碼 |
| 12 | XLK | Ss Technology Select Sector | +0.2% | -6.38% | 減碼 |
| 13 | FDLO | Fidelity Low Volat Fact ETF | +0.2% | +17.87% | 加碼 |
| 14 | VGK | Vanguard Ftse Europe ETF | +0.1% | +60.56% | 加碼 |
| 15 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +51.79% | 加碼 |
| 16 | COST | Costco Wholesale CORP | — | -9.06% | 減碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.40% | 加碼 |
| 18 | RSG | Republic Services Inc | -0.1% | -12.15% | 減碼 |
| 19 | AVB | Avalonbay Communities Inc | -0.1% | -11.82% | 減碼 |
| 20 | ADP | Automatic Data Processing | -0.1% | -12.74% | 減碼 |
| 21 | HON | Honeywell International Inc | -0.1% | -24.94% | 減碼 |
| 22 | ENB | Enbridge Inc | -0.1% | -23.93% | 減碼 |
| 23 | UPS | United Parcel Service-cl B | -0.1% | -40.70% | 減碼 |
| 24 | GWW | Ww Grainger Inc | -0.1% | EXIT | 清倉 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -15.93% | 減碼 |
| 26 | AMGN | Amgen Inc | -0.1% | -25.09% | 減碼 |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | 清倉 |
| 28 | WMT | Walmart Inc | -0.1% | -23.16% | 減碼 |
| 29 | ROST | Ross Stores Inc | -0.1% | -22.78% | 減碼 |
| 30 | MO | Altria Group Inc | -0.1% | -27.83% | 減碼 |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -10.51% | 減碼 |
| 32 | MDY | State Street Spdr S&p Midcap | -0.1% | -19.79% | 減碼 |
| 33 | PEP | Pepsico Inc | -0.1% | -13.22% | 減碼 |
| 34 | KO | Coca-cola Co/the | -0.1% | -19.78% | 減碼 |
| 35 | PFE | Pfizer Inc | -0.1% | -35.70% | 減碼 |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -20.93% | 減碼 |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -10.47% | 減碼 |
| 38 | VUG | Vanguard Growth ETF | -0.2% | -27.33% | 減碼 |
| 39 | ABT | Abbott Laboratories | -0.2% | -19.25% | 減碼 |
| 40 | BMY | Bristol-myers Squibb Co | -0.2% | -23.75% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -15.29% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | -11.32% | 減碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -17.79% | 減碼 |
| 44 | MCD | Mcdonald's CORP | -0.3% | -16.66% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.3% | -5.97% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -20.21% | 減碼 |
| 47 | CVX | Chevron CORP | -0.4% | -16.91% | 減碼 |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | -0.4% | -33.63% | 減碼 |
| 49 | USHY | Ishares Broad Usd High Yield | -0.5% | -47.89% | 減碼 |
| 50 | AAPL | Apple Inc | -0.8% | -9.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mechanics Bank Trust Department 在 Q2 2025 季度的美股持倉總市值約為 US$8.1億，共申報了 213 個公開持股部位。
在 Q2 2025 季度，Mechanics Bank Trust Department 按市值排列的前三大核心持股分別為：AAPL (6.0%)、SPY (5.4%)、MSFT (5.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
VWO
前期市值: US$73.1萬
在 Q2 2025 季度中，Mechanics Bank Trust Department 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 8 個部位、減碼 40 個部位以及清倉 2 個部位。 本季清倉部位包含 VWO。
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。