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: 0001105909
申報總市值
US$2.2億
US$2.2億
112 檔
16.7%
Security National Bank Of So Dak 在 Q1 2025 季度的美股部位總計估值為 US$2.2億，分散於 112 個持倉標的之中，反映其市場參與廣度與投資規模。
Security National Bank Of So Dak 於 Q1 2025 展現出進攻型調倉步調，本季推動了 50 檔股票的新建倉與 40 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Security National Bank Of So Dak 的前 5 大核心持股（包含 AAPL, BRK-B, MSFT 等）合計佔整體申報市值的 16.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 5.62% | -0.16% | +3.74% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.88% | -0.81% | -0.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.55% | -0.50% | +4.27% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.71% | +0.67% | +2.56% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.66% | +0.21% | -27.68% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 2.53% | -0.20% | +0.98% | |
| 7 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.44% | -0.07% | -0.80% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 2.41% | +0.58% | +0.21% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.35% | -0.48% | -1.67% | |
| 10 | AFL | Aflac Inc | 股票-金融 | 2.23% | -0.10% | -2.67% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.03% | +0.07% | +0.49% | |
| 12 | LIN | Linde plc | 股票-原物料 | 1.87% | -0.10% | -3.23% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.85% | -0.25% | +0.10% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.83% | +0.06% | -0.09% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.80% | -0.54% | +0.81% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.80% | -0.30% | -1.31% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.69% | -0.05% | -1.83% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.57% | -0.08% | +2.20% | |
| 19 | J | Jacobs Solutions Inc | 股票-工業 | 1.56% | -0.06% | -2.12% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.48% | +0.09% | +0.85% | |
| 21 | LDOS | Leidos Holdings Inc | 股票-科技 | 1.35% | -0.48% | -1.48% | |
| 22 | CMI | Cummins Inc | 股票-工業 | 1.35% | +0.29% | -2.01% | |
| 23 | DHR | Danaher CORP | 股票-醫療保健 | 1.34% | -0.08% | -6.32% | |
| 24 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.32% | -0.08% | -0.65% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.16% | +7.00% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | -0.64% | +24.12% | |
| 27 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.24% | -0.08% | -1.37% | |
| 28 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.24% | -0.87% | +12.29% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.18% | -0.19% | -2.18% | |
| 30 | GIS | General Mills Inc | 股票-非循環性消費 | 1.11% | +0.01% | NEW | |
| 31 | VLTO | Veralto CORP | 股票-工業 | 1.10% | -0.04% | -2.32% | |
| 32 | NUE | Nucor CORP | 股票-原物料 | 1.10% | +0.31% | -5.29% | |
| 33 | STT | State Street CORP | 股票-金融 | 1.09% | +0.30% | -1.62% | |
| 34 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.07% | -0.18% | +1.49% | |
| 35 | WAB | Wabtec CORP | 股票-工業 | 1.07% | +0.02% | -4.03% | |
| 36 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.06% | -0.29% | -1.54% | |
| 37 | ITW | Illinois Tool Works | 股票-工業 | 1.05% | -0.02% | -1.11% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.99% | -0.10% | +1.54% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.97% | -0.20% | +2.48% | |
| 40 | PRU | Prudential Financial Inc | 股票-金融 | 0.95% | +0.04% | +7.51% | |
| 41 | TEL | TE Connectivity plc | 股票-科技 | 0.86% | -0.09% | +0.96% | |
| 42 | SNA | Snap-on Inc | 股票-工業 | 0.86% | +0.04% | -2.23% | |
| 43 | O | Realty Income CORP | 股票-房地產 | 0.85% | -0.02% | +2.16% | |
| 44 | TKR | Timken Co | 股票-工業 | 0.85% | +0.29% | -8.29% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | +0.12% | +3.88% | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.83% | +0.01% | +2.93% | |
| 47 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.75% | -0.07% | +9.35% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.74% | +0.06% | -2.72% | |
| 49 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.73% | +0.15% | -1.76% | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.73% | -0.33% | +34.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +1.8% | +0.10% | 加碼 |
| 2 | AAPL | Apple Inc | +1.6% | +3.74% | 加碼 |
| 3 | JPM | Jpmorgan Chase & Co | +1% | +7.00% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.9% | +24.12% | 加碼 |
| 5 | RTX | Rtx CORP | +0.9% | -1.31% | 加碼 |
| 6 | ABBV | Abbvie Inc | +0.8% | +0.49% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.8% | +0.98% | 加碼 |
| 8 | WMT | Walmart Inc | +0.6% | -1.67% | 加碼 |
| 9 | AFL | Aflac Inc | +0.6% | -2.67% | 減碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.02% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.5% | +34.09% | 加碼 |
| 12 | QCOM | Qualcomm Inc | +0.5% | +0.21% | 加碼 |
| 13 | DVY | Ishares Select Dividend ETF | +0.3% | -5.17% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.56% | 加碼 |
| 15 | WAB | Wabtec CORP | +0.3% | -4.03% | 減碼 |
| 16 | CL | Colgate-palmolive Co | +0.3% | -0.65% | 加碼 |
| 17 | KO | Coca-cola Co/the | +0.3% | +1.54% | 加碼 |
| 18 | VB | Vanguard Small-cap ETF | +0.2% | -7.22% | 加碼 |
| 19 | MSFT | Microsoft CORP | +0.2% | +4.27% | 加碼 |
| 20 | SNA | Snap-on Inc | +0.1% | -2.23% | 加碼 |
| 21 | ADP | Automatic Data Processing | +0.1% | -0.09% | 減碼 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +22.36% | 加碼 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +17.71% | 加碼 |
| 24 | CMI | Cummins Inc | 0% | -2.01% | 加碼 |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.52% | 加碼 |
| 26 | LDOS | Leidos Holdings Inc | 0% | -1.48% | 減碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 減碼 |
| 28 | ITW | Illinois Tool Works | 0% | -1.11% | 加碼 |
| 29 | CVX | Chevron CORP | 0% | +11.35% | 減碼 |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | +5.26% | 加碼 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.33% | 加碼 |
| 32 | WFC | Wells Fargo & Co | -0.1% | +6.38% | 減碼 |
| 33 | BND | Vanguard Total Bond Market | -0.1% | -19.95% | 加碼 |
| 34 | KMB | Kimberly-clark CORP | -0.1% | -1.44% | 加碼 |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.84% | 減碼 |
| 36 | CWI | State Street Spdr Msci Acwi | -0.1% | — | 不變 |
| 37 | PRU | Prudential Financial Inc | -0.1% | +7.51% | 加碼 |
| 38 | IP | International Paper Co | -0.2% | -2.13% | 加碼 |
| 39 | FTV | Fortive CORP | -0.2% | -7.89% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.2% | -2.18% | 加碼 |
| 41 | BAH | Booz Allen Hamilton Holdings | -0.2% | +1.49% | 減碼 |
| 42 | GIS | General Mills Inc | -0.2% | +4.57% | 加碼 |
| 43 | HD | Home Depot Inc | -0.2% | +2.20% | 加碼 |
| 44 | STT | State Street CORP | -0.2% | -1.62% | 加碼 |
| 45 | XOM | Exxon Mobil CORP | -0.3% | +0.81% | 減碼 |
| 46 | CTSH | Cognizant Tech Solutions-a | -0.3% | -1.54% | 減碼 |
| 47 | SLB | Slb LTD | -0.3% | -2.07% | 減碼 |
| 48 | TKR | Timken Co | -0.3% | -8.29% | 加碼 |
| 49 | IBB | Ishares Biotechnology ETF | -0.4% | -2.72% | 加碼 |
| 50 | UNP | Union Pacific CORP | -0.4% | +0.85% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Security National Bank Of So Dak 在 Q1 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 112 個公開持股部位。
在 Q1 2025 季度，Security National Bank Of So Dak 按市值排列的前三大核心持股分別為：AAPL (5.6%)、BRK-B (4.9%)、MSFT (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.6% 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
VT
市值: US$470.2萬
本季最大獲利了結 / 清倉標的
BRK-A
前期市值: US$376.7萬
在 Q1 2025 季度中，Security National Bank Of So Dak 共進行了 146 項持倉異動，包含新建倉 50 個部位、加碼 40 個部位、減碼 21 個部位以及清倉 35 個部位。 其中最大新建倉標的為 VT。 本季清倉部位包含 BRK-A。
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。