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: 0001277557
申報總市值
US$12.5億
US$12.5億
2468 檔
10.2%
Q2 2025 季度申報顯示，Private Trust Co NA 揭露的美股組合總市值為 US$12.5億，涵蓋 2468 個不同之權益投資部位。
觀察 Q2 2025 的申報異動，Private Trust Co NA 採取了強勁的買進策略，建倉與加碼動作（合計 34 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 10.2%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2468 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 | 3.56% | -0.23% | -0.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.78% | +0.13% | +0.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.22% | -0.03% | -3.18% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.94% | -0.05% | -5.87% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.66% | — | +1.89% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.08% | +7.21% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.21% | -0.03% | -10.77% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | +3.07% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | +0.15% | +3.34% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | +0.11% | +5.72% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | -0.04% | +2.55% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | — | -10.66% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.21% | +4.59% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.82% | +0.04% | +6.26% | |
| 15 | ✓ | 3041 University Ave LCC | 股票-其他 | 0.75% | -0.07% | — | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.04% | +2.71% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.07% | -2.03% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.01% | +2.11% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.04% | -1.95% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.06% | +1.90% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | -0.01% | +0.97% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | -0.02% | -4.82% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.06% | -3.56% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.04% | -4.42% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.57% | -0.22% | -19.64% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.53% | -0.06% | -4.36% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | -0.09% | +2.43% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.49% | +0.01% | -6.07% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 0.49% | -0.11% | +4.14% | |
| 30 | RTX | Rtx CORP | 股票-工業 | 0.49% | -0.08% | -2.35% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.01% | +1.01% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.11% | -4.85% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.48% | -0.04% | +2.86% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | — | -2.04% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.01% | +3.99% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.16% | +8.70% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.46% | -0.03% | +4.20% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | +0.01% | -13.66% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.01% | -7.94% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | +0.03% | -1.18% | |
| 41 | ✓ | Watkins Associated Industries, Inc. | 股票-其他 | 0.40% | -0.04% | — | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.39% | -0.06% | +3.34% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.38% | +0.04% | -6.21% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.37% | -0.01% | +2.68% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.37% | -0.07% | +1.69% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.12% | +11.04% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.36% | +0.03% | +0.04% | |
| 48 | CTAS | Cintas CORP | 股票-工業 | 0.35% | -0.05% | -3.63% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.35% | — | +7.35% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.34% | — | +37.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | 3041 University Ave LCC | +0.8% | NEW | 新建倉 |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.07% | 減碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | -3.18% | 減碼 |
| 4 | AVGO | Broadcom Inc | +0.5% | +7.21% | 加碼 |
| 5 | ✓ | Watkins Associated Industries, Inc. | +0.4% | NEW | 新建倉 |
| 6 | ORCL | Oracle CORP | +0.2% | -4.42% | 減碼 |
| 7 | CME | Cme Group Inc | +0.1% | +138.54% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.89% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +3.07% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.72% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.71% | 加碼 |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +6.26% | 加碼 |
| 13 | NBIS | Nebius Group N.V. | +0.1% | NEW | 新建倉 |
| 14 | NFLX | Netflix Inc | +0.1% | +1.69% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +24.01% | 加碼 |
| 16 | POWL | Powell Industries Inc | +0.1% | +113.82% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.34% | 加碼 |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +40.59% | 加碼 |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +36.45% | 加碼 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.01% | 加碼 |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +186.84% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +11.42% | 加碼 |
| 23 | UBER | Uber Technologies Inc | +0.1% | +17.42% | 加碼 |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +37.98% | 加碼 |
| 25 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +40.10% | 加碼 |
| 26 | TSLA | Tesla Inc | +0.1% | +19.34% | 加碼 |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +93.27% | 加碼 |
| 28 | RDVY | First Trust Rising Dividend | +0.1% | +38.94% | 加碼 |
| 29 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +46.62% | 加碼 |
| 30 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.55% | 加碼 |
| 31 | IBM | Intl Business Machines CORP | +0.1% | +2.86% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +11.04% | 加碼 |
| 33 | VXUS | Vanguard Total Intl Stock | +0.1% | +45.25% | 加碼 |
| 34 | PM | Philip Morris International | 0% | +4.20% | 加碼 |
| 35 | WMT | Walmart Inc | 0% | +4.14% | 加碼 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 0% | -8.89% | 減碼 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -1.95% | 減碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -5.87% | 減碼 |
| 39 | TFLO | Ishares Treasury Floating Ra | -0.1% | -54.52% | 減碼 |
| 40 | BILS | Ss Spdrb B 3-12m T-bill ETF | -0.1% | -75.92% | 減碼 |
| 41 | USFR | Wisdomtree Floating Rate Tre | -0.1% | -50.87% | 減碼 |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.1% | -54.39% | 減碼 |
| 43 | PEP | Pepsico Inc | -0.1% | -6.15% | 減碼 |
| 44 | JNJ | Johnson & Johnson | -0.1% | -3.56% | 減碼 |
| 45 | ABBV | Abbvie Inc | -0.1% | +2.11% | 加碼 |
| 46 | CB | Chubb Limited | -0.2% | -52.31% | 減碼 |
| 47 | MUB | Ishares National Muni Bond E | -0.2% | -47.81% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.2% | -22.78% | 減碼 |
| 49 | XOM | Exxon Mobil CORP | -0.3% | -19.64% | 減碼 |
| 50 | AAPL | Apple Inc | -0.5% | +0.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Private Trust Co NA 在 Q2 2025 季度的美股持倉總市值約為 US$12.5億，共申報了 2468 個公開持股部位。
在 Q2 2025 季度，Private Trust Co NA 按市值排列的前三大核心持股分別為：MSFT (3.6%)、AAPL (2.8%)、NVDA (2.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.6% 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
3041 University Ave LCC
市值: US$791.0萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$2825.1萬
在 Q2 2025 季度中，Private Trust Co NA 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 31 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 3041 University Ave LCC。
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。