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
132 檔
16.0%
截至 Q4 2024 季度末，Town & Country Bank & Trust CO dba First Bankers Trust CO 的美股持倉估值約為 US$3.2億，全數申報部位共有 132 檔。
Town & Country Bank & Trust CO dba First Bankers Trust CO 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 16 檔持股的同時，亦同步清倉 2 檔並減碼 25 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AVGO, MSFT, AAPL）占據了總市值的 16.0%，展現出該機構在 Q4 2024 的重點資金聚焦與風險分佈特徵。
| # | 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 | 6.31% | +0.39% | -4.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.32% | +1.64% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.40% | +0.11% | -2.34% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.99% | +0.59% | -1.93% | |
| 5 | PM | Philip Morris International | 股票-非循環性消費 | 2.64% | +0.01% | -0.73% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.35% | -1.41% | +0.67% | |
| 7 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.21% | -0.05% | +23.58% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.16% | -0.17% | -0.53% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.15% | -0.84% | -18.27% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 2.11% | -0.05% | -2.85% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 1.95% | -0.62% | -5.25% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.93% | -0.08% | +1.57% | |
| 13 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.66% | -0.10% | +6.25% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.60% | -1.09% | |
| 15 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.58% | -0.24% | +1.17% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 1.57% | -0.65% | EXIT | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.55% | -0.10% | -4.84% | |
| 18 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.54% | — | +87.63% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.53% | -0.15% | +0.10% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.06% | -0.84% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.47% | +0.05% | +2.10% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.42% | -0.14% | +0.74% | |
| 23 | CEG | Constellation Energy | 股票-公用事業 | 1.41% | -0.32% | +3.26% | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.40% | +0.23% | -4.21% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.39% | +0.23% | +9.84% | |
| 26 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.25% | -0.08% | -1.95% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.21% | -0.14% | EXIT | |
| 28 | LHX | L3harris Technologies Inc | 股票-工業 | 1.19% | -0.30% | +0.72% | |
| 29 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.10% | +0.04% | +1.54% | |
| 30 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.03% | -0.64% | +78.24% | |
| 31 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.99% | -0.17% | EXIT | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.26% | +5.34% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.95% | -0.02% | +0.43% | |
| 34 | MOG-A | Moog Inc-class A | 股票-其他 | 0.95% | +0.10% | +1.61% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.95% | — | +7.58% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | +0.08% | — | |
| 37 | SYY | Sysco CORP | 股票-非循環性消費 | 0.94% | — | -0.11% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.93% | +0.02% | +6.72% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | +0.01% | -0.01% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.90% | -0.07% | +4.35% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.88% | -0.02% | -3.05% | |
| 42 | CDW | Cdw Corp/de | 股票-科技 | 0.86% | -0.01% | +57.27% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.86% | +0.52% | +0.05% | |
| 44 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.85% | -0.10% | -0.92% | |
| 45 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.78% | — | +11.95% | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.78% | +0.04% | -0.02% | |
| 47 | APH | Amphenol Corp-cl A | 股票-科技 | 0.73% | +0.02% | — | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.12% | -0.39% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.71% | -0.05% | -45.87% | |
| 50 | FANG | Diamondback Energy Inc | 股票-能源 | 0.68% | -0.05% | -0.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -4.35% | 減碼 |
| 2 | APH | Amphenol Corp-cl A | +0.7% | NEW | 新建倉 |
| 3 | BAH | Booz Allen Hamilton Holdings | +0.5% | +87.63% | 加碼 |
| 4 | DKS | Dick's Sporting Goods Inc | +0.5% | +78.24% | 加碼 |
| 5 | GLW | Corning Inc | +0.4% | NEW | 新建倉 |
| 6 | AAPL | Apple Inc | +0.2% | -2.34% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +23.58% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -0.84% | 減碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.34% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +9.84% | 加碼 |
| 11 | CDW | Cdw Corp/de | +0.2% | +57.27% | 加碼 |
| 12 | SO | Southern Co/the | +0.2% | NEW | 新建倉 |
| 13 | SH | Proshares Short S&p500 | +0.2% | NEW | 新建倉 |
| 14 | ✓ | First Farmers Bank Holding Co Cdt | +0.1% | +37.87% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.1% | — | 不變 |
| 16 | AMZN | Amazon.com Inc | +0.1% | -0.02% | 減碼 |
| 17 | DIS | Walt Disney Co/the | +0.1% | -3.05% | 減碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +0.34% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | -0.39% | 減碼 |
| 20 | MCD | Mcdonald's CORP | 0% | +0.74% | 加碼 |
| 21 | HSY | Hershey Co/the | -0.1% | — | 不變 |
| 22 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -0.25% | 減碼 |
| 23 | TGT | Target CORP | -0.1% | — | 不變 |
| 24 | VGSH | Vanguard Short-term Treasury | -0.1% | EXIT | 清倉 |
| 25 | BF-B | Brown-forman Corp-class B | -0.1% | -0.41% | 減碼 |
| 26 | ORCL | Oracle CORP | -0.1% | -4.84% | 減碼 |
| 27 | PEP | Pepsico Inc | -0.1% | -0.01% | 減碼 |
| 28 | NEE | Nextera Energy Inc | -0.1% | -1.49% | 減碼 |
| 29 | BF-A | Brown-forman Corp-class A | -0.1% | -1.85% | 減碼 |
| 30 | CSCO | Cisco Systems Inc | -0.1% | -30.14% | 減碼 |
| 31 | DHR | Danaher CORP | -0.1% | +7.58% | 加碼 |
| 32 | VZ | Verizon Communications Inc | -0.1% | -9.44% | 減碼 |
| 33 | HD | Home Depot Inc | -0.1% | -2.85% | 減碼 |
| 34 | CVX | Chevron CORP | -0.1% | -5.25% | 減碼 |
| 35 | ZTS | Zoetis Inc | -0.1% | +6.68% | 加碼 |
| 36 | SH1USD | Proshares Short S&p500 | -0.1% | EXIT | 清倉 |
| 37 | LHX | L3harris Technologies Inc | -0.1% | +0.72% | 加碼 |
| 38 | KO | Coca-cola Co/the | -0.1% | +0.43% | 加碼 |
| 39 | D | Dominion Energy Inc | -0.1% | -53.71% | 減碼 |
| 40 | MPC | Marathon Petroleum CORP | -0.1% | -0.92% | 減碼 |
| 41 | CEG | Constellation Energy | -0.2% | +3.26% | 加碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.09% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | +2.10% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -0.53% | 減碼 |
| 45 | MDLZ | Mondelez International Inc-a | -0.2% | +6.25% | 加碼 |
| 46 | UPS | United Parcel Service-cl B | -0.4% | -32.62% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -0.5% | -1.93% | 減碼 |
| 48 | LNT | Alliant Energy CORP | -0.6% | -46.91% | 減碼 |
| 49 | APD | Air Products & Chemicals Inc | -0.6% | -45.87% | 減碼 |
| 50 | XOM | Exxon Mobil CORP | -0.7% | -18.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Town & Country Bank & Trust CO dba First Bankers Trust CO 在 Q4 2024 季度的美股持倉總市值約為 US$3.2億，共申報了 132 個公開持股部位。
在 Q4 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 (6.3%)、MSFT (4.7%)、AAPL (3.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.3% 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
APH
市值: US$187.0萬
本季最大獲利了結 / 清倉標的
SH1USD
前期市值: US$28.5萬
在 Q4 2024 季度中，Town & Country Bank & Trust CO dba First Bankers Trust CO 共進行了 47 項持倉異動，包含新建倉 4 個部位、加碼 16 個部位、減碼 25 個部位以及清倉 2 個部位。 其中最大新建倉標的為 APH。 本季清倉部位包含 SH1USD。
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。