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: 0001327944
申報總市值
US$3.2億
US$3.2億
130 檔
15.3%
Town & Country Bank & Trust CO dba First Bankers Trust CO 在 Q3 2024 季度的美股部位總計估值為 US$3.2億，分散於 130 個持倉標的之中，反映其市場參與廣度與投資規模。
Q3 2024 數據顯示 Town & Country Bank & Trust CO dba First Bankers Trust CO 積極進場，新開立 6 個部位並同步加碼 22 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，Town & Country Bank & Trust CO dba First Bankers Trust CO 的前 5 大核心持股（包含 AVGO, MSFT, LLY 等）合計佔整體申報市值的 15.3%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.83% | +0.39% | +871.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.64% | -0.32% | +0.32% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.44% | +0.59% | -6.15% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.19% | +0.11% | -15.22% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.82% | -0.84% | -1.98% | |
| 6 | PM | Philip Morris International | 股票-非循環性消費 | 2.64% | +0.01% | -2.66% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.39% | -0.17% | +0.88% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.32% | -1.41% | +2.08% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.22% | -0.05% | -1.60% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.62% | +0.28% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.01% | -0.05% | +3.38% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.93% | -0.08% | -2.41% | |
| 13 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.89% | -0.10% | -0.82% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.76% | +0.60% | -2.41% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.64% | -0.10% | -1.49% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.64% | +0.05% | -1.29% | |
| 17 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.61% | -0.24% | -0.82% | |
| 18 | CEG | Constellation Energy | 股票-公用事業 | 1.56% | -0.32% | +28.77% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.53% | -0.65% | EXIT | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.46% | -0.15% | +0.03% | |
| 21 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.46% | -0.14% | +3.53% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.36% | +0.23% | -2.46% | |
| 23 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.33% | -0.05% | +0.29% | |
| 24 | LHX | L3harris Technologies Inc | 股票-工業 | 1.32% | -0.30% | -0.80% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.06% | -3.94% | |
| 26 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.27% | -0.02% | -3.93% | |
| 27 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.25% | -0.08% | -18.98% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | +0.23% | +25.21% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.14% | EXIT | |
| 30 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.10% | -0.17% | EXIT | |
| 31 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.09% | +0.04% | +0.80% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.08% | -0.02% | -1.96% | |
| 33 | DHR | Danaher CORP | 股票-醫療保健 | 1.05% | — | -12.48% | |
| 34 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.02% | — | +14.32% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.01% | +0.01% | — | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.99% | -0.10% | -5.31% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.95% | -0.01% | -43.24% | |
| 38 | SYY | Sysco CORP | 股票-非循環性消費 | 0.95% | — | +0.22% | |
| 39 | MOG-A | Moog Inc-class A | 股票-其他 | 0.95% | +0.10% | +3.50% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.93% | +0.02% | -0.66% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.89% | -0.07% | -1.00% | |
| 42 | SYK | Stryker CORP | 股票-醫療保健 | 0.85% | +0.52% | +444.02% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.08% | +68.04% | |
| 44 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.81% | +0.26% | +145.76% | |
| 45 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.80% | — | +21.78% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.77% | -0.02% | -4.05% | |
| 47 | TGT | Target CORP | 股票-循環性消費 | 0.72% | +0.29% | -0.18% | |
| 48 | CDW | Cdw Corp/de | 股票-科技 | 0.70% | -0.01% | +3.95% | |
| 49 | FANG | Diamondback Energy Inc | 股票-能源 | 0.70% | -0.05% | +2.35% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.66% | — | +3.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | +0.7% | +444.02% | 加碼 |
| 2 | HUBB | Hubbell Inc | +0.6% | NEW | 新建倉 |
| 3 | CEG | Constellation Energy | +0.6% | +28.77% | 加碼 |
| 4 | DKS | Dick's Sporting Goods Inc | +0.5% | NEW | 新建倉 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +145.76% | 加碼 |
| 6 | ETN | Eaton Corporation plc | +0.4% | +205.46% | 加碼 |
| 7 | V | Visa Inc-class A Shares | +0.3% | +68.04% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +25.21% | 加碼 |
| 9 | PM | Philip Morris International | +0.2% | -2.66% | 減碼 |
| 10 | MCD | Mcdonald's CORP | +0.2% | +3.53% | 加碼 |
| 11 | VRT | Vertiv Holdings Co-a | +0.2% | NEW | 新建倉 |
| 12 | HD | Home Depot Inc | +0.2% | -1.60% | 減碼 |
| 13 | ORCL | Oracle CORP | +0.2% | -1.49% | 減碼 |
| 14 | MOG-A | Moog Inc-class A | +0.1% | +3.50% | 加碼 |
| 15 | ACN | Accenture plc | +0.1% | +0.61% | 加碼 |
| 16 | BAH | Booz Allen Hamilton Holdings | +0.1% | +14.32% | 加碼 |
| 17 | SH1USD | Proshares Short S&p500 | +0.1% | NEW | 新建倉 |
| 18 | ABT | Abbott Laboratories | +0.1% | +2.08% | 加碼 |
| 19 | APD | Air Products & Chemicals Inc | +0.1% | +0.29% | 加碼 |
| 20 | STZ | Constellation Brands Inc-a | +0.1% | +21.78% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.88% | 加碼 |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | -1.29% | 減碼 |
| 23 | ITT | Itt Inc | +0.1% | NEW | 新建倉 |
| 24 | ABBV | Abbvie Inc | +0.1% | -2.41% | 減碼 |
| 25 | LNT | Alliant Energy CORP | +0.1% | -3.93% | 減碼 |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +3.90% | 加碼 |
| 27 | IP | International Paper Co | +0.1% | NEW | 新建倉 |
| 28 | MDLZ | Mondelez International Inc-a | +0.1% | -0.82% | 減碼 |
| 29 | ADP | Automatic Data Processing | +0.1% | -2.46% | 減碼 |
| 30 | D | Dominion Energy Inc | +0.1% | +35.01% | 加碼 |
| 31 | WMT | Walmart Inc | +0.1% | -0.17% | 減碼 |
| 32 | CB | Chubb Limited | 0% | -1.00% | 減碼 |
| 33 | KO | Coca-cola Co/the | 0% | -1.96% | 減碼 |
| 34 | ZTS | Zoetis Inc | 0% | -3.94% | 減碼 |
| 35 | TJX | Tjx Companies Inc | 0% | +0.03% | 加碼 |
| 36 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -3.68% | 減碼 |
| 37 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | -32.40% | 減碼 |
| 38 | AVGO | Broadcom Inc | -0.1% | +871.07% | 加碼 |
| 39 | FANG | Diamondback Energy Inc | -0.2% | +2.35% | 加碼 |
| 40 | WM | Waste Management Inc | -0.2% | -50.45% | 減碼 |
| 41 | MPC | Marathon Petroleum CORP | -0.2% | -5.31% | 減碼 |
| 42 | NKE | Nike Inc -cl B | -0.3% | EXIT | 清倉 |
| 43 | MRK | Merck & Co. Inc. | -0.3% | +3.38% | 加碼 |
| 44 | CVX | Chevron CORP | -0.3% | +0.28% | 加碼 |
| 45 | SPGI | S&p Global Inc | -0.3% | EXIT | 清倉 |
| 46 | AAPL | Apple Inc | -0.5% | -15.22% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.5% | +0.32% | 加碼 |
| 48 | LLY | Eli Lilly & Co | -0.6% | -6.15% | 減碼 |
| 49 | VZ | Verizon Communications Inc | -0.7% | -54.85% | 減碼 |
| 50 | UPS | United Parcel Service-cl B | -0.9% | -43.24% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Town & Country Bank & Trust CO dba First Bankers Trust CO 在 Q3 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 130 個公開持股部位。
在 Q3 2024 季度，Town & Country Bank & Trust CO dba First Bankers Trust CO 按市值排列的前三大核心持股分別為：AVGO (4.8%)、MSFT (4.6%)、LLY (3.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.8% 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
HUBB
市值: US$154.8萬
本季最大獲利了結 / 清倉標的
SPGI
前期市值: US$69.8萬
在 Q3 2024 季度中，Town & Country Bank & Trust CO dba First Bankers Trust CO 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 22 個部位、減碼 20 個部位以及清倉 2 個部位。 其中最大新建倉標的為 HUBB。 本季清倉部位包含 SPGI。
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。