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
139 檔
16.7%
在 Q2 2025 的 13F 官方備案中，Town & Country Bank & Trust CO dba First Bankers Trust CO 管理的美股投資組合規模來到 US$3.2億，整體持股檔數為 139 檔。
在 Q2 2025 期間，Town & Country Bank & Trust CO dba First Bankers Trust CO 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 4 檔新建倉標的之中。
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, PM 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 | AVGO | Broadcom Inc | 股票-科技 | 6.71% | +0.39% | +0.51% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | -0.32% | -1.10% | |
| 3 | PM | Philip Morris International | 股票-非循環性消費 | 2.79% | +0.01% | -4.64% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.58% | +0.59% | -3.15% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.48% | +0.11% | -0.06% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.33% | -1.41% | -1.48% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.23% | +0.60% | +41.54% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | -0.06% | +24.15% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.19% | -0.17% | -0.21% | |
| 10 | CEG | Constellation Energy | 股票-公用事業 | 2.13% | -0.32% | +11.52% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.97% | -0.84% | -0.39% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.91% | +0.23% | +2.95% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.84% | -0.05% | -0.47% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.74% | -0.62% | -1.44% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.56% | -0.10% | +0.47% | |
| 16 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.53% | -0.24% | +0.91% | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.48% | -0.05% | -1.78% | |
| 18 | LHX | L3harris Technologies Inc | 股票-工業 | 1.39% | -0.30% | +1.33% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.38% | -0.10% | -0.86% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.38% | +0.05% | +52.08% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.38% | +0.52% | +14.44% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.31% | -0.08% | -26.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | +0.26% | +5.93% | |
| 24 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.21% | -0.64% | +18.66% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.20% | -0.15% | -19.23% | |
| 26 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.18% | +0.04% | -0.67% | |
| 27 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.12% | -0.05% | +53.04% | |
| 28 | GLW | Corning Inc | 股票-科技 | 1.07% | +0.35% | +22.82% | |
| 29 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | +0.23% | -2.88% | |
| 30 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.04% | -0.17% | EXIT | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.02% | -0.14% | EXIT | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.96% | -0.07% | +3.60% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.93% | -0.02% | -1.68% | |
| 34 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.93% | -0.10% | -0.13% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | +0.08% | -1.42% | |
| 36 | ROP | Roper Technologies Inc | 股票-科技 | 0.88% | -0.61% | +3.35% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.88% | -0.65% | EXIT | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.88% | +0.02% | -0.21% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.87% | -0.02% | -1.33% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.86% | +0.10% | +17.69% | |
| 41 | CDW | Cdw Corp/de | 股票-科技 | 0.83% | -0.01% | -3.69% | |
| 42 | SYY | Sysco CORP | 股票-非循環性消費 | 0.82% | — | -3.64% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.81% | +0.02% | -23.88% | |
| 44 | GE | General Electric | 股票-工業 | 0.81% | -0.15% | +39.09% | |
| 45 | MCK | Mckesson CORP | 股票-醫療保健 | 0.81% | -0.14% | +22.26% | |
| 46 | MOG-A | Moog Inc-class A | 股票-其他 | 0.78% | +0.10% | -7.57% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.77% | +0.04% | +4.45% | |
| 48 | ATO | Atmos Energy CORP | 股票-公用事業 | 0.74% | -0.08% | -44.84% | |
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.73% | +0.05% | +0.61% | |
| 50 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 0.73% | — | -38.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.4% | +0.51% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1% | -1.10% | 減碼 |
| 3 | CEG | Constellation Energy | +0.9% | +11.52% | 加碼 |
| 4 | CW | Curtiss-wright CORP | +0.7% | NEW | 新建倉 |
| 5 | KDP | Keurig Dr Pepper Inc | +0.7% | NEW | 新建倉 |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +24.15% | 加碼 |
| 7 | VMC | Vulcan Materials Co | +0.6% | NEW | 新建倉 |
| 8 | ORCL | Oracle CORP | +0.5% | +0.47% | 加碼 |
| 9 | TXRH | Texas Roadhouse Inc | +0.4% | +53.04% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +2.95% | 加碼 |
| 11 | ABBV | Abbvie Inc | +0.3% | +41.54% | 加碼 |
| 12 | GE | General Electric | +0.3% | +39.09% | 加碼 |
| 13 | CHDN | Churchill Downs Inc | +0.3% | +218.02% | 加碼 |
| 14 | ETN | Eaton Corporation plc | +0.3% | +17.69% | 加碼 |
| 15 | GLW | Corning Inc | +0.3% | +22.82% | 加碼 |
| 16 | SYK | Stryker CORP | +0.2% | +14.44% | 加碼 |
| 17 | LHX | L3harris Technologies Inc | +0.2% | +1.33% | 加碼 |
| 18 | BMI | Badger Meter Inc | +0.2% | +6.96% | 加碼 |
| 19 | MCK | Mckesson CORP | +0.2% | +22.26% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.93% | 加碼 |
| 21 | DIS | Walt Disney Co/the | +0.1% | -1.68% | 減碼 |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.42% | 加碼 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 24 | DKS | Dick's Sporting Goods Inc | +0.1% | +18.66% | 加碼 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +4.45% | 加碼 |
| 26 | ADI | Analog Devices Inc | +0.1% | +0.61% | 加碼 |
| 27 | PM | Philip Morris International | +0.1% | -4.64% | 減碼 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | -0.13% | 減碼 |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -50.05% | 減碼 |
| 30 | SAIC | Science Applications Inte | -0.2% | -58.51% | 減碼 |
| 31 | PEP | Pepsico Inc | -0.2% | -5.37% | 減碼 |
| 32 | LNT | Alliant Energy CORP | -0.2% | -20.59% | 減碼 |
| 33 | UNH | Unitedhealth Group Inc | -0.3% | +52.08% | 加碼 |
| 34 | IJR | Ishares Core S&p Small-cap E | -0.3% | EXIT | 清倉 |
| 35 | MRSH | Marsh & Mclennan Cos | -0.3% | +0.91% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | -0.4% | -1.78% | 減碼 |
| 37 | XOM | Exxon Mobil CORP | -0.4% | -0.39% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.4% | -0.21% | 減碼 |
| 39 | TJX | Tjx Companies Inc | -0.4% | -19.23% | 減碼 |
| 40 | FANG | Diamondback Energy Inc | -0.4% | -70.79% | 減碼 |
| 41 | AAPL | Apple Inc | -0.4% | -0.06% | 減碼 |
| 42 | DHR | Danaher CORP | -0.4% | -39.62% | 減碼 |
| 43 | LLY | Eli Lilly & Co | -0.4% | -3.15% | 減碼 |
| 44 | HUBB | Hubbell Inc | -0.4% | EXIT | 清倉 |
| 45 | CVX | Chevron CORP | -0.5% | -1.44% | 減碼 |
| 46 | BAH | Booz Allen Hamilton Holdings | -0.5% | -38.04% | 減碼 |
| 47 | PNW | Pinnacle West Capital Corporation | -0.5% | -86.01% | 減碼 |
| 48 | ATO | Atmos Energy CORP | -0.7% | -44.84% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.7% | -26.43% | 減碼 |
| 50 | MCD | Mcdonald's CORP | -0.9% | -51.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Town & Country Bank & Trust CO dba First Bankers Trust CO 在 Q2 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 139 個公開持股部位。
在 Q2 2025 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 (6.7%)、MSFT (5.2%)、PM (2.8%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.7% 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
CW
市值: US$185.3萬
本季最大獲利了結 / 清倉標的
HUBB
前期市值: US$111.1萬
在 Q2 2025 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 4 個部位、加碼 22 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 CW。 本季清倉部位包含 HUBB。
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。