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: 0001623678
申報總市值
US$5.0億
US$5.0億
172 檔
21.9%
根據最新整理的 13F 季度數據集，Plimoth Trust Co LLC 於 Q4 2025 結束時的管理資產規模為 US$5.0億。該機構在本季度申報了 172 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Plimoth Trust Co LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 21.9%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.43% | +0.12% | -1.33% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.61% | -0.39% | -1.69% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.22% | +0.12% | -2.87% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.85% | +0.33% | -12.75% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.28% | +0.09% | -1.02% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.09% | -0.08% | -0.88% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.03% | +0.37% | -0.52% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 1.89% | -0.38% | +0.07% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 1.69% | +1.66% | -14.68% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.02% | -4.14% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | -0.19% | -1.67% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.56% | -0.13% | +2.13% | |
| 13 | QCOM | Qualcomm Inc | 股票-科技 | 1.54% | -0.05% | +4.01% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.47% | -0.14% | -4.36% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.42% | -0.17% | -1.98% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.41% | +0.55% | -5.06% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.40% | +0.20% | -4.88% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.56% | -8.07% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.37% | -0.24% | +10.99% | |
| 20 | IQLT | Ishares Msci International Q | ETF-其他 | 1.27% | -0.06% | -1.48% | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.22% | +0.26% | +94.12% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.21% | -0.27% | +2.83% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.07% | +15.94% | |
| 24 | PGX | Invesco Preferred ETF | ETF-其他 | 1.10% | -0.08% | -4.33% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.09% | -0.08% | -1.61% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | -0.11% | +0.00% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 1.02% | +0.05% | -4.18% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.39% | -4.98% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | +0.07% | -3.13% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.98% | — | -1.08% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.98% | -0.17% | -3.96% | |
| 32 | AXP | American Express Co | 股票-金融 | 0.96% | +0.02% | -0.33% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.96% | -0.16% | -2.84% | |
| 34 | GE | General Electric | 股票-工業 | 0.95% | +0.10% | -0.04% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 0.90% | -0.39% | +0.18% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.89% | -0.15% | +3.30% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.88% | -0.13% | -0.59% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.87% | -0.08% | +2.09% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | +0.01% | -1.47% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.81% | +0.07% | -2.38% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.80% | +0.74% | +17.13% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.79% | -0.04% | -0.42% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.05% | +4.00% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.79% | +0.03% | -5.86% | |
| 45 | DELL | Dell Technologies -c | 股票-科技 | 0.73% | +1.53% | — | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.73% | — | +3.72% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.72% | -0.10% | +7.84% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | -0.12% | -1.10% | |
| 49 | LIN | Linde plc | 股票-原物料 | 0.69% | -0.04% | +8.83% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.68% | — | -0.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | -0.52% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -12.75% | 減碼 |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +2.13% | 加碼 |
| 4 | WM | Waste Management Inc | +0.3% | +182.58% | 加碼 |
| 5 | CRM | Salesforce Inc | +0.3% | +10.99% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | -1.33% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -3.13% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.2% | -5.06% | 減碼 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +26.20% | 加碼 |
| 10 | AMGN | Amgen Inc | +0.1% | +2.09% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +0.07% | 加碼 |
| 12 | CI | THE Cigna Group | +0.1% | +42.73% | 加碼 |
| 13 | TMUS | T-mobile US Inc | +0.1% | +38.42% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.02% | 減碼 |
| 15 | AMAT | Applied Materials Inc | +0.1% | -14.68% | 減碼 |
| 16 | QCOM | Qualcomm Inc | +0.1% | +4.01% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | -1.98% | 減碼 |
| 18 | AXP | American Express Co | +0.1% | -0.33% | 減碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -4.36% | 減碼 |
| 20 | CB | Chubb Limited | +0.1% | -1.61% | 減碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.26% | 減碼 |
| 22 | TD | Toronto-dominion Bank | 0% | -2.57% | 減碼 |
| 23 | BMY | Bristol-myers Squibb Co | 0% | -1.55% | 減碼 |
| 24 | META | Meta Platforms Inc-class A | 0% | +15.94% | 加碼 |
| 25 | ADP | Automatic Data Processing | -0.1% | -8.10% | 減碼 |
| 26 | 6D8 | Dupont De Nemours Inc | -0.1% | -3.65% | 減碼 |
| 27 | VZ | Verizon Communications Inc | -0.1% | -2.99% | 減碼 |
| 28 | NKE | Nike Inc -cl B | -0.1% | -3.06% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -1.10% | 減碼 |
| 30 | MDT | Medtronic plc | -0.1% | -40.16% | 減碼 |
| 31 | DIS | Walt Disney Co/the | -0.1% | -12.48% | 減碼 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | +0.00% | 加碼 |
| 33 | CVX | Chevron CORP | -0.1% | -4.98% | 減碼 |
| 34 | PGX | Invesco Preferred ETF | -0.1% | -4.33% | 減碼 |
| 35 | T | At&t Inc | -0.1% | +0.18% | 加碼 |
| 36 | HD | Home Depot Inc | -0.2% | -9.83% | 減碼 |
| 37 | DE | Deere & Co | -0.2% | -26.52% | 減碼 |
| 38 | SYY | Sysco CORP | -0.2% | -72.37% | 減碼 |
| 39 | ETN | Eaton Corporation plc | -0.2% | -2.38% | 減碼 |
| 40 | NVDA | Nvidia CORP | -0.2% | -2.87% | 減碼 |
| 41 | VNQ | Vanguard Real Estate ETF | -0.3% | -41.82% | 減碼 |
| 42 | ACN | Accenture plc | -0.3% | -77.42% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.3% | -48.13% | 減碼 |
| 44 | LMT | Lockheed Martin CORP | -0.3% | -64.71% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.5% | -66.63% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.6% | -1.69% | 減碼 |
| 47 | DELL | Dell Technologies -c | — | NEW | 新建倉 |
| 48 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 50 | DOW | Dow Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Plimoth Trust Co LLC 在 Q4 2025 季度的美股持倉總市值約為 US$5.0億，共申報了 172 個公開持股部位。
在 Q4 2025 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分別為：AAPL (6.4%)、MSFT (5.6%)、NVDA (5.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.4% 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
DELL
市值: US$329.1萬
本季最大獲利了結 / 清倉標的
DOW
前期市值: US$27.9萬
在 Q4 2025 季度中，Plimoth Trust Co LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 12 個部位、減碼 34 個部位以及清倉 1 個部位。 其中最大新建倉標的為 DELL。 本季清倉部位包含 DOW。
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。