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: 0000898413
申報總市值
US$15.1億
US$15.1億
845 檔
18.2%
Nbt Bank, N.a. 在 Q3 2024 季度的美股部位總計估值為 US$15.1億，分散於 845 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 Nbt Bank, N.a. 於 Q3 2024 季度持續回收資金，對 36 個既有部位進行裁減並清倉 1 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 MSFT, AAPL, GUNR）累計市值佔比達 18.2%，是驅動 Nbt Bank, N.a. 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 845 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 | 6.27% | +0.07% | -1.87% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.95% | +0.42% | -2.44% | |
| 3 | GUNR | Flexshares Global Upstream N | ETF-其他 | 3.18% | -0.28% | -0.65% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.04% | +0.59% | -2.36% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | +0.25% | -2.26% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.90% | +0.28% | +4.99% | |
| 7 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.84% | -0.09% | -2.29% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.81% | +0.52% | -2.33% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.62% | -0.02% | -1.43% | |
| 10 | TT | Trane Technologies plc | 股票-工業 | 1.60% | +0.28% | -1.24% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.43% | -0.45% | -3.28% | |
| 12 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.42% | -0.17% | -2.85% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.33% | +0.02% | -3.50% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.27% | -0.06% | +2.80% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.18% | +0.85% | -2.04% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.14% | +0.18% | -0.51% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.06% | -1.06% | +9.92% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.05% | -0.07% | -6.23% | |
| 19 | DE | Deere & Co | 股票-工業 | 0.99% | +0.15% | -2.41% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.99% | -0.10% | -2.96% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | -0.89% | +6.93% | |
| 22 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | -1.02% | +14.32% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.92% | — | -5.72% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.91% | -0.23% | -4.24% | |
| 25 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.89% | -0.08% | -3.20% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 0.88% | +0.01% | -3.72% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.87% | +0.04% | -0.02% | |
| 28 | ADP | Automatic Data Processing | 股票-科技 | 0.85% | +0.02% | -4.84% | |
| 29 | NBTB | N B T Bancorp Inc | 股票-其他 | 0.83% | +0.13% | -3.40% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.80% | +0.13% | -3.17% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.78% | +0.04% | -2.31% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | +0.10% | -2.33% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.72% | -0.03% | -3.87% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.72% | -0.13% | -3.52% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.69% | -0.02% | -0.04% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.68% | +0.08% | -2.12% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.40% | -4.96% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | +0.08% | -4.50% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | +0.03% | -1.65% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.62% | +0.07% | -1.14% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.62% | +0.08% | -0.67% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.62% | -0.48% | -0.45% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.61% | -0.01% | -2.06% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.28% | -4.88% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | +0.09% | +0.39% | |
| 46 | GWW | Ww Grainger Inc | 股票-工業 | 0.57% | +0.12% | -1.04% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.55% | +0.02% | -3.50% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.54% | -0.04% | -2.54% | |
| 49 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.54% | -0.02% | -0.25% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.52% | +0.09% | -0.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +14841.46% | 加碼 |
| 2 | LOW | Lowe's Cos Inc | +0.2% | -2.29% | 減碼 |
| 3 | TT | Trane Technologies plc | +0.2% | -1.24% | 減碼 |
| 4 | VTV | Vanguard Value ETF | +0.1% | +14.32% | 加碼 |
| 5 | MCD | Mcdonald's CORP | +0.1% | -2.85% | 減碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.80% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.1% | -2.04% | 減碼 |
| 8 | AAPL | Apple Inc | +0.1% | -2.44% | 減碼 |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +27.12% | 加碼 |
| 10 | IBM | Intl Business Machines CORP | +0.1% | -4.50% | 減碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +21.75% | 加碼 |
| 12 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | +29.04% | 加碼 |
| 13 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +4.99% | 加碼 |
| 14 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +9.92% | 加碼 |
| 15 | VBR | Vanguard Small-cap Value ETF | +0.1% | +16.52% | 加碼 |
| 16 | RTX | Rtx CORP | +0.1% | -3.87% | 減碼 |
| 17 | ORCL | Oracle CORP | +0.1% | -2.06% | 減碼 |
| 18 | SPGI | S&p Global Inc | +0.1% | -0.04% | 減碼 |
| 19 | SUB | Ishares Short-term National | +0.1% | NEW | 新建倉 |
| 20 | WMT | Walmart Inc | +0.1% | -3.52% | 減碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | -2.33% | 減碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | -2.54% | 減碼 |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +12.98% | 加碼 |
| 24 | HD | Home Depot Inc | +0.1% | -0.41% | 減碼 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | -3.62% | 減碼 |
| 26 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +14.61% | 加碼 |
| 27 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.02% | 減碼 |
| 28 | NBTB | N B T Bancorp Inc | 0% | -3.40% | 減碼 |
| 29 | GWW | Ww Grainger Inc | 0% | -1.04% | 減碼 |
| 30 | CARR | Carrier Global CORP | 0% | -4.90% | 減碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | -3.17% | 減碼 |
| 32 | ADP | Automatic Data Processing | 0% | -4.84% | 減碼 |
| 33 | DE | Deere & Co | 0% | -2.41% | 減碼 |
| 34 | JNJ | Johnson & Johnson | 0% | -3.50% | 減碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.93% | 加碼 |
| 36 | DHR | Danaher CORP | 0% | -3.72% | 減碼 |
| 37 | ABT | Abbott Laboratories | — | -3.20% | 減碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | -1.43% | 減碼 |
| 39 | BA | Boeing Co/the | -0.1% | -11.25% | 減碼 |
| 40 | INTC | Intel CORP | -0.1% | -6.97% | 減碼 |
| 41 | TEL | TE Connectivity plc | -0.1% | EXIT | 清倉 |
| 42 | QCOM | Qualcomm Inc | -0.1% | -1.20% | 減碼 |
| 43 | GUNR | Flexshares Global Upstream N | -0.1% | -0.65% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.1% | -0.51% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | -0.1% | -2.31% | 減碼 |
| 46 | CVX | Chevron CORP | -0.2% | -4.24% | 減碼 |
| 47 | TIP | Ishares Tips Bond ETF | -0.3% | -92.97% | 減碼 |
| 48 | GOOG | Alphabet Inc-cl C | -0.4% | -2.33% | 減碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.4% | -2.36% | 減碼 |
| 50 | MSFT | Microsoft CORP | -0.8% | -1.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Nbt Bank, N.a. 在 Q3 2024 季度的美股持倉總市值約為 US$15.1億，共申報了 845 個公開持股部位。
在 Q3 2024 季度，Nbt Bank, N.a. 按市值排列的前三大核心持股分別為：MSFT (6.3%)、AAPL (5.0%)、GUNR (3.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.3% 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
SUB
市值: US$87.7萬
本季最大獲利了結 / 清倉標的
TEL
前期市值: US$114.1萬
在 Q3 2024 季度中，Nbt Bank, N.a. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 12 個部位、減碼 36 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SUB。 本季清倉部位包含 TEL。
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。