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: 0001656167
申報總市值
US$1.6億
US$1.6億
148 檔
16.3%
Q2 2025 季度申報顯示，Renasant Bank 揭露的美股組合總市值為 US$1.6億，涵蓋 148 個不同之權益投資部位。
在 Q2 2025，Renasant Bank 展現出較為審慎的避險與獲利了結姿態。本季共減碼 20 個部位並完全清倉 9 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Renasant Bank 的前 5 大持股（包含 ACIO, IDUB, MSFT）貢獻了組合市值的 16.3%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 5.09% | +0.11% | +2.71% | |
| 2 | IDUB | Aptus Intl Enhan Yld ETF | ETF-其他 | 3.24% | +0.12% | -2.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -0.13% | -4.21% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.01% | +0.07% | -12.34% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 2.59% | -0.04% | -1.71% | |
| 6 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.56% | -0.04% | +11.00% | |
| 7 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 2.56% | +0.02% | -5.75% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.21% | +0.12% | — | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.18% | +0.01% | -8.21% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.94% | -0.16% | -31.29% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.91% | +0.15% | -15.53% | |
| 12 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 1.90% | +0.07% | -0.18% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.73% | +0.02% | +60.79% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.72% | +0.09% | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.61% | +0.05% | -10.29% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.61% | +0.01% | -4.65% | |
| 17 | UPSD | Aptus Large Cap Upside ETF | ETF-大型股與成長 | 1.60% | +0.07% | -5.30% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.47% | -0.01% | +12.08% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.40% | -0.16% | -38.52% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.55% | +22.49% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | +0.26% | -7.15% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.16% | -0.07% | -0.27% | |
| 23 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-其他 | 1.11% | +0.18% | +5.40% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.02% | -0.43% | EXIT | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | +0.17% | +14.18% | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 0.93% | -0.16% | -10.87% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.92% | +0.21% | -3.29% | |
| 28 | DFAT | Dimensional US Target Value | ETF-其他 | 0.91% | +0.02% | — | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.90% | — | -10.98% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.65% | -1.26% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -1.03% | EXIT | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 0.85% | -0.04% | +44.36% | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 0.81% | — | +64.20% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.81% | -0.48% | +89.73% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.81% | -0.08% | +6.06% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.80% | -0.59% | +34.54% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.77% | +0.09% | -2.60% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | -0.13% | +1.89% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.73% | -0.01% | -4.67% | |
| 40 | EOG | Eog Resources Inc | 股票-能源 | 0.72% | -0.25% | +191.27% | |
| 41 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.69% | -0.02% | -4.68% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.69% | +0.07% | -7.24% | |
| 43 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.69% | — | -0.71% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.68% | -0.10% | -30.09% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.68% | — | — | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.67% | +0.03% | -2.50% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.66% | -0.05% | +59.60% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.04% | +146.47% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.65% | -0.01% | -4.58% | |
| 50 | FITB | Fifth Third Bancorp | 股票-金融 | 0.64% | +0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +60.79% | 加碼 |
| 2 | PFE | Pfizer Inc | +0.7% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +0.7% | -4.21% | 減碼 |
| 4 | FITB | Fifth Third Bancorp | +0.6% | NEW | 新建倉 |
| 5 | UPS | United Parcel Service-cl B | +0.6% | NEW | 新建倉 |
| 6 | SLB | Slb LTD | +0.6% | NEW | 新建倉 |
| 7 | NEM | Newmont CORP | +0.5% | NEW | 新建倉 |
| 8 | L | Loews CORP | +0.5% | NEW | 新建倉 |
| 9 | ACIO | Aptus Collared Invest Opp | +0.5% | +2.71% | 加碼 |
| 10 | EOG | Eog Resources Inc | +0.5% | +191.27% | 加碼 |
| 11 | PANW | Palo Alto Networks Inc | +0.5% | +89.73% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.4% | +22.49% | 加碼 |
| 13 | BAC | Bank Of America CORP | +0.4% | +146.47% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.4% | -7.15% | 減碼 |
| 15 | MRK | Merck & Co. Inc. | +0.4% | +312.27% | 加碼 |
| 16 | TGT | Target CORP | +0.4% | +203.04% | 加碼 |
| 17 | DRSK | Aptus Defined Risk ETF | +0.4% | +11.00% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.3% | +12.08% | 加碼 |
| 19 | GD | General Dynamics CORP | +0.3% | +44.36% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.18% | 加碼 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | 不變 |
| 22 | NOW | Servicenow Inc | +0.2% | +16.03% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.2% | +34.54% | 加碼 |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -58.85% | 減碼 |
| 25 | AAPL | Apple Inc | -0.2% | -4.65% | 減碼 |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | -30.09% | 減碼 |
| 27 | TT | Trane Technologies plc | -0.2% | -53.77% | 減碼 |
| 28 | SUB | Ishares Short-term National | -0.2% | EXIT | 清倉 |
| 29 | BKAG | Bny Mellon Core Bond ETF | -0.2% | EXIT | 清倉 |
| 30 | COST | Costco Wholesale CORP | -0.2% | -37.34% | 減碼 |
| 31 | HLT | Hilton Worldwide Holdings In | -0.2% | EXIT | 清倉 |
| 32 | JUCY | Aptus Enhanced Yield ETF | -0.3% | -30.38% | 減碼 |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.3% | -34.22% | 減碼 |
| 34 | LNG | Cheniere Energy Inc | -0.3% | EXIT | 清倉 |
| 35 | TIP | Ishares Tips Bond ETF | -0.3% | -35.79% | 減碼 |
| 36 | RSG | Republic Services Inc | -0.4% | EXIT | 清倉 |
| 37 | WMT | Walmart Inc | -0.4% | -45.43% | 減碼 |
| 38 | SBUX | Starbucks CORP | -0.4% | -67.15% | 減碼 |
| 39 | ETN | Eaton Corporation plc | -0.4% | -70.21% | 減碼 |
| 40 | IVW | Ishares S&p 500 Growth ETF | -0.4% | -31.29% | 減碼 |
| 41 | ARES | Ares Management CORP - A | -0.4% | EXIT | 清倉 |
| 42 | FWONK | Liberty Media Corp-formula-c | -0.4% | EXIT | 清倉 |
| 43 | MA | Mastercard Inc - A | -0.4% | EXIT | 清倉 |
| 44 | ABBV | Abbvie Inc | -0.5% | -58.92% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.5% | -69.55% | 減碼 |
| 46 | MUB | Ishares National Muni Bond E | -0.6% | -80.58% | 減碼 |
| 47 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | EXIT | 清倉 |
| 48 | IVE | Ishares S&p 500 Value ETF | -0.8% | -38.52% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.9% | -12.95% | 減碼 |
| 50 | MBB | Ishares Mbs ETF | -1.1% | -70.81% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Renasant Bank 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 148 個公開持股部位。
在 Q2 2025 季度，Renasant Bank 按市值排列的前三大核心持股分別為：ACIO (5.1%)、IDUB (3.2%)、MSFT (3.1%)。其中最大持股部位 ACIO 佔據整體投資組合約 5.1% 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
PFE
市值: US$101.6萬
本季最大獲利了結 / 清倉標的
USMV
前期市值: US$106.8萬
在 Q2 2025 季度中，Renasant Bank 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 14 個部位、減碼 20 個部位以及清倉 9 個部位。 其中最大新建倉標的為 PFE。 本季清倉部位包含 USMV。
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。