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
2562 檔
11.3%
Private Trust Co NA 在 Q3 2025 季度的美股部位總計估值為 US$12.5億，分散於 2562 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2025 數據顯示 Private Trust Co NA 積極進場，新開立 4 個部位並同步加碼 30 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Private Trust Co NA 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 11.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2562 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 | 3.43% | -0.23% | -0.05% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.19% | +0.13% | -0.24% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.44% | -0.03% | +0.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.92% | -0.05% | -0.57% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.52% | — | -1.58% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | +0.15% | -4.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.40% | -0.03% | +15.32% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.08% | -1.84% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.05% | +0.11% | -1.00% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | -0.01% | -10.68% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | -0.04% | +5.64% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | — | -4.66% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.81% | +0.04% | -4.11% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.80% | +0.01% | +3.28% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | +0.04% | -4.68% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.04% | +11.60% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.04% | +4.09% | |
| 18 | ✓ | 3041 University Ave LCC | 股票-其他 | 0.70% | -0.07% | — | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | -0.01% | +4.00% | |
| 20 | SYK | Stryker CORP | 股票-醫療保健 | 0.65% | +0.07% | +157.63% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | -0.06% | -2.34% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.21% | -20.44% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.07% | -2.38% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.06% | -3.79% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.57% | -0.02% | -4.57% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.56% | — | +21.02% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.22% | -6.11% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 0.51% | -0.08% | -1.25% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | +0.01% | -0.72% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.48% | +0.03% | +5.90% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.48% | -0.11% | +0.18% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | -0.11% | +1.43% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.46% | -0.09% | +1.34% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.06% | -7.13% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.16% | -1.60% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | +0.01% | -0.57% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | +0.01% | +2.12% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.01% | -15.85% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.39% | -0.06% | +1.10% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | -0.04% | -12.30% | |
| 41 | ✓ | Watkins Associated Industries, Inc. | 股票-其他 | 0.37% | -0.04% | — | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.37% | +0.04% | -2.62% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.36% | +0.01% | -17.70% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.35% | -0.01% | +0.93% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.35% | -0.03% | -7.30% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.35% | +0.03% | -1.47% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.33% | -0.10% | +14.16% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.33% | +0.01% | -1.26% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.33% | -0.04% | +0.47% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.33% | — | -3.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +0.52% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.6% | -1.84% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.5% | -0.05% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.07% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.4% | +11.60% | 加碼 |
| 6 | SYK | Stryker CORP | +0.4% | +157.63% | 加碼 |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | +208.65% | 加碼 |
| 8 | GSUS | Goldman Sachs Marketbeta US | +0.2% | +1064.28% | 加碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | +14.16% | 加碼 |
| 10 | GCOR | Goldman Sachs Access US Agg | +0.2% | +599.73% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -4.11% | 減碼 |
| 12 | IQLT | Ishares Msci International Q | +0.2% | +654.21% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | -1.26% | 加碼 |
| 14 | POWL | Powell Industries Inc | +0.1% | -3.71% | 加碼 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.00% | 加碼 |
| 16 | SNPS | Synopsys Inc | +0.1% | +819.67% | 加碼 |
| 17 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +967.75% | 加碼 |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +67.77% | 加碼 |
| 19 | CME | Cme Group Inc | +0.1% | -1.75% | 加碼 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.64% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +4.09% | 加碼 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -3.10% | 加碼 |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -4.68% | 加碼 |
| 24 | APP | Applovin Corp-class A | +0.1% | +21.40% | 加碼 |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +8.74% | 加碼 |
| 26 | VUG | Vanguard Growth ETF | +0.1% | -5.72% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.32% | 加碼 |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +21.02% | 加碼 |
| 29 | UBER | Uber Technologies Inc | +0.1% | -1.30% | 加碼 |
| 30 | RDVY | First Trust Rising Dividend | +0.1% | +7.10% | 加碼 |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +5.90% | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -10.68% | 減碼 |
| 33 | ABBV | Abbvie Inc | — | +3.28% | 加碼 |
| 34 | AMZN | Amazon.com Inc | 0% | -1.58% | 加碼 |
| 35 | AAPL | Apple Inc | 0% | -0.24% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.57% | 減碼 |
| 37 | CMG | Chipotle Mexican Grill Inc | -0.1% | -78.75% | 減碼 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -44.40% | 減碼 |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.2% | -16.07% | 減碼 |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -17.70% | 減碼 |
| 41 | CB | Chubb Limited | -0.2% | -1.44% | 減碼 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -2.38% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | +8.02% | 減碼 |
| 44 | MUB | Ishares National Muni Bond E | -0.2% | -17.58% | 減碼 |
| 45 | XOM | Exxon Mobil CORP | -0.3% | -6.11% | 減碼 |
| 46 | LLY | Eli Lilly & Co | -0.3% | -20.44% | 減碼 |
| 47 | ✓ | 3041 University Ave LCC | — | NEW | 新建倉 |
| 48 | ✓ | Watkins Associated Industries, Inc. | — | NEW | 新建倉 |
| 49 | NBIS | Nebius Group N.V. | — | NEW | 新建倉 |
| 50 | XAIX | Xtrackers Ai & Big Data ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Private Trust Co NA 在 Q3 2025 季度的美股持倉總市值約為 US$12.5億，共申報了 2562 個公開持股部位。
在 Q3 2025 季度，Private Trust Co NA 按市值排列的前三大核心持股分別為：MSFT (3.4%)、AAPL (3.2%)、NVDA (2.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.4% 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
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 Q3 2025 季度中，Private Trust Co NA 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 30 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。