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: 0001803988
申報總市值
US$1.9億
US$1.9億
55 檔
39.0%
在 Q4 2024 申報期間，Trust Co of Kansas（CIK: 0001803988）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.9億，共持有 55 個公開申報部位。
從 Q4 2024 申報觀察，Trust Co of Kansas 採取防禦導向的調倉策略，本季減碼 27 檔個股並出清 9 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 TCHP, BRK-B, AAPL）累計市值佔比達 39.0%，是驅動 Trust Co of Kansas 該季度整體投資組合績效表現的核心支柱。
| # | 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 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 15.49% | -0.44% | +11.31% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.01% | -0.86% | -0.80% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.07% | +0.11% | -1.49% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.95% | — | — | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.95% | -0.09% | -0.67% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.71% | +0.19% | -2.27% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.55% | +0.56% | -1.22% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.76% | -1.65% | +0.57% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 3.74% | -0.65% | -2.64% | |
| 10 | EMR | Emerson Electric Co | 股票-工業 | 3.52% | -0.13% | EXIT | |
| 11 | LMT | Lockheed Martin CORP | 股票-工業 | 3.43% | -1.09% | -0.82% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 3.43% | — | -2.04% | |
| 13 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.15% | -0.38% | -1.37% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.92% | +0.59% | +0.24% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.85% | +0.73% | +12.21% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 2.75% | — | -2.44% | |
| 17 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 2.67% | — | +2.66% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.62% | -0.28% | -3.00% | |
| 19 | PFE | Pfizer Inc | 股票-醫療保健 | 2.49% | — | -2.29% | |
| 20 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.44% | -1.25% | EXIT | |
| 21 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.43% | +0.60% | -1.93% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 2.38% | — | +1.31% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.04% | -0.24% | -0.32% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.88% | -0.02% | -45.44% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.67% | -0.03% | -0.61% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.33% | -0.04% | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | -0.01% | -2.86% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.25% | -0.04% | +11.98% | |
| 29 | DHR | Danaher CORP | 股票-醫療保健 | 0.24% | -0.04% | +7.96% | |
| 30 | GE | General Electric | 股票-工業 | 0.24% | +0.06% | -3.27% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.23% | +0.06% | +104.08% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.21% | -0.09% | -46.97% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.21% | -0.05% | +39.36% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.21% | +0.30% | -6.04% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.21% | +0.12% | -1.25% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.21% | -0.08% | +5.91% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.18% | +0.05% | -3.08% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.17% | +0.04% | -66.35% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.17% | +0.05% | — | |
| 40 | EVRG | Evergy Inc | 股票-公用事業 | 0.16% | +0.05% | -26.72% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.16% | -0.02% | -2.80% | |
| 42 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.15% | -0.04% | — | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.14% | -0.05% | -66.56% | |
| 44 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.13% | +0.02% | — | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.13% | — | — | |
| 46 | CME | Cme Group Inc | 股票-金融 | 0.13% | -0.06% | -2.57% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.12% | +0.03% | -4.31% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.12% | +0.01% | — | |
| 49 | GEV | GE Vernova Inc | 股票-工業 | 0.12% | +0.06% | — | |
| 50 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.12% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +5% | NEW | 新建倉 |
| 2 | TCHP | T Rowe Price Blue Chip Growt | +2.2% | +11.31% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +12.21% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | -2.27% | 減碼 |
| 5 | CRM | Salesforce Inc | +0.5% | -2.04% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.22% | 減碼 |
| 7 | V | Visa Inc-class A Shares | +0.4% | +0.24% | 加碼 |
| 8 | BKNG | Booking Holdings Inc | +0.3% | -1.93% | 減碼 |
| 9 | EMR | Emerson Electric Co | +0.3% | -2.36% | 減碼 |
| 10 | DIS | Walt Disney Co/the | +0.3% | -3.00% | 減碼 |
| 11 | AAPL | Apple Inc | +0.2% | -1.49% | 減碼 |
| 12 | HON | Honeywell International Inc | +0.1% | -2.44% | 減碼 |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +104.08% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | 新建倉 |
| 16 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.66% | 加碼 |
| 17 | ORCL | Oracle CORP | +0.1% | +39.36% | 加碼 |
| 18 | WMT | Walmart Inc | 0% | +5.91% | 加碼 |
| 19 | AVGO | Broadcom Inc | 0% | -4.31% | 減碼 |
| 20 | DHR | Danaher CORP | 0% | +7.96% | 加碼 |
| 21 | AMGN | Amgen Inc | 0% | -2.80% | 減碼 |
| 22 | GE | General Electric | 0% | -3.27% | 減碼 |
| 23 | DHI | Dr Horton Inc | -0.1% | — | 不變 |
| 24 | AMAT | Applied Materials Inc | -0.1% | -6.04% | 減碼 |
| 25 | EVRG | Evergy Inc | -0.1% | -26.72% | 減碼 |
| 26 | BX | Blackstone Inc | -0.1% | EXIT | 清倉 |
| 27 | BAC | Bank Of America CORP | -0.1% | EXIT | 清倉 |
| 28 | ITW | Illinois Tool Works | -0.1% | EXIT | 清倉 |
| 29 | TXN | Texas Instruments Inc | -0.1% | EXIT | 清倉 |
| 30 | 6D8 | Dupont De Nemours Inc | -0.1% | EXIT | 清倉 |
| 31 | CL | Colgate-palmolive Co | -0.1% | -0.61% | 減碼 |
| 32 | ELV | Elevance Health Inc | -0.1% | EXIT | 清倉 |
| 33 | KKR | Kkr & Co Inc | -0.1% | -55.66% | 減碼 |
| 34 | MGPI | Mgp Ingredients Inc | -0.1% | EXIT | 清倉 |
| 35 | MSFT | Microsoft CORP | -0.2% | -0.67% | 減碼 |
| 36 | YUM | Yum! Brands Inc | -0.2% | EXIT | 清倉 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.80% | 減碼 |
| 38 | PEP | Pepsico Inc | -0.3% | -46.97% | 減碼 |
| 39 | CVX | Chevron CORP | -0.3% | -66.56% | 減碼 |
| 40 | MRK | Merck & Co. Inc. | -0.3% | -0.32% | 減碼 |
| 41 | PFE | Pfizer Inc | -0.3% | -2.29% | 減碼 |
| 42 | RTX | Rtx CORP | -0.3% | -2.64% | 減碼 |
| 43 | XOM | Exxon Mobil CORP | -0.4% | +0.57% | 加碼 |
| 44 | UNP | Union Pacific CORP | -0.4% | -66.35% | 減碼 |
| 45 | ADBE | Adobe Inc | -0.4% | +1.31% | 加碼 |
| 46 | LOW | Lowe's Cos Inc | -0.4% | -1.37% | 減碼 |
| 47 | NKE | Nike Inc -cl B | -0.5% | -1.17% | 減碼 |
| 48 | LMT | Lockheed Martin CORP | -0.8% | -0.82% | 減碼 |
| 49 | COST | Costco Wholesale CORP | -1.5% | -45.44% | 減碼 |
| 50 | MCHP | Microchip Technology Inc | -3.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Trust Co of Kansas 在 Q4 2024 季度的美股持倉總市值約為 US$1.9億，共申報了 55 個公開持股部位。
在 Q4 2024 季度，Trust Co of Kansas 按市值排列的前三大核心持股分別為：TCHP (15.5%)、BRK-B (6.0%)、AAPL (5.1%)。其中最大持股部位 TCHP 佔據整體投資組合約 15.5% 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
VOO
市值: US$1031.0萬
本季最大獲利了結 / 清倉標的
MCHP
前期市值: US$747.7萬
在 Q4 2024 季度中，Trust Co of Kansas 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 27 個部位以及清倉 9 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 MCHP。
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。