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: 0001083323
申報總市值
US$3.9億
US$3.9億
125 檔
27.5%
截至 Q4 2024 季度末，Trust Co Of Oklahoma 的美股持倉估值約為 US$3.9億，全數申報部位共有 125 檔。
Q4 2024 的申報記錄反映 Trust Co Of Oklahoma 的板塊替換策略：機構本季推動了 22 筆增持與 27 筆減持，籌碼呈現明顯的結構重組。
整體而言，Trust Co Of Oklahoma 的前 5 大持股（包含 VGT, SPY, AAPL）貢獻了組合市值的 27.5%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 12.31% | +2.52% | +0.31% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.04% | +0.08% | -1.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.54% | +0.01% | -1.36% | |
| 4 | VFH | Vanguard Financials ETF | ETF-其他 | 5.31% | -0.22% | -0.18% | |
| 5 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 4.00% | -0.15% | -1.38% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -0.41% | +2.57% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.91% | -0.06% | -1.56% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.60% | -0.48% | -0.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.41% | +0.36% | +3.61% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.32% | -0.08% | +3.68% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.25% | +0.15% | +1.64% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.88% | +0.09% | +12.23% | |
| 13 | DHR | Danaher CORP | 股票-醫療保健 | 1.83% | -0.17% | -2.41% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.80% | +0.04% | -0.09% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.53% | +0.06% | +2.43% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.49% | -0.11% | -2.01% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.44% | -0.23% | +2.38% | |
| 18 | FISV | Fiserv Inc | 股票-其他 | 1.43% | — | -2.36% | |
| 19 | ACN | Accenture plc | 股票-科技 | 1.41% | -0.41% | EXIT | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.39% | -1.03% | EXIT | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.37% | -0.29% | +2.91% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.09% | -0.17% | +4.29% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.03% | +0.54% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.22% | +0.49% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.04% | +0.11% | |
| 26 | XLB | Ss Materials Select Sector | ETF-其他 | 0.87% | -0.11% | +1.97% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.30% | -1.18% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.85% | -0.06% | +2.61% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | +0.15% | +2.82% | |
| 30 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.83% | -0.11% | +8.94% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.77% | -0.28% | -5.17% | |
| 32 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.72% | — | -4.63% | |
| 33 | SGI | Somnigroup International Inc | 股票-循環性消費 | 0.70% | -0.66% | — | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.67% | -0.06% | — | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.64% | +0.07% | -3.91% | |
| 36 | VOX | Vanguard Communication Servi | ETF-其他 | 0.62% | -0.10% | +1.35% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.62% | -0.11% | -0.01% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.88% | +1.89% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.34% | +0.14% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | +0.73% | — | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.56% | -0.01% | -0.14% | |
| 42 | VDE | Vanguard Energy ETF | ETF-其他 | 0.54% | -0.17% | -1.21% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.50% | -0.07% | +2.15% | |
| 44 | ICE | Intercontinental Exchange In | 股票-金融 | 0.50% | -0.14% | +6.00% | |
| 45 | XTN | Ss Spdr S&p Transport ETF | ETF-其他 | 0.50% | -0.43% | EXIT | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.05% | +6.01% | |
| 47 | WMB | Williams Cos Inc | 股票-能源 | 0.48% | -0.06% | -3.21% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | +0.05% | +2.90% | |
| 49 | SPGI | S&p Global Inc | 股票-金融 | 0.45% | -0.09% | +4.18% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.45% | +0.19% | -18.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.7% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +0.6% | NEW | 新建倉 |
| 3 | VGT | Vanguard Info Tech ETF | +0.6% | +0.31% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.61% | 加碼 |
| 5 | V | Visa Inc-class A Shares | +0.3% | -1.56% | 減碼 |
| 6 | VFH | Vanguard Financials ETF | +0.3% | -0.18% | 減碼 |
| 7 | VCR | Vanguard Consumer Discre ETF | +0.3% | -1.38% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | -0.09% | 減碼 |
| 9 | AAPL | Apple Inc | +0.2% | -1.36% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | +2.82% | 加碼 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +12.23% | 加碼 |
| 12 | ABCB | Ameris Bancorp | +0.2% | NEW | 新建倉 |
| 13 | FISV | Fiserv Inc | +0.1% | -2.36% | 減碼 |
| 14 | XLC | Ss Comm Select Sector Spdr | +0.1% | +2.38% | 加碼 |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.61% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +0.49% | 加碼 |
| 17 | PHM | Pultegroup Inc | +0.1% | NEW | 新建倉 |
| 18 | BEPC | Brookfield Renewable CORP | +0.1% | NEW | 新建倉 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +6.01% | 加碼 |
| 20 | HON | Honeywell International Inc | +0.1% | -1.84% | 減碼 |
| 21 | BKNG | Booking Holdings Inc | +0.1% | -4.63% | 減碼 |
| 22 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 23 | WMB | Williams Cos Inc | +0.1% | -3.21% | 減碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | +2.90% | 加碼 |
| 25 | XLV | Ss Health Care Select Sector | +0.1% | +56.85% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.69% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -3.91% | 減碼 |
| 28 | COST | Costco Wholesale CORP | 0% | -0.59% | 減碼 |
| 29 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | 清倉 |
| 30 | BEPC | Brookfield Renewable Corporation | -0.1% | EXIT | 清倉 |
| 31 | NVS | Novartis Ag-sponsored Adr | -0.1% | +1.51% | 加碼 |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -5.17% | 減碼 |
| 33 | DHI | Dr Horton Inc | -0.1% | -1.15% | 減碼 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | -1.18% | 減碼 |
| 35 | BLDR | Builders Firstsource Inc | -0.1% | — | 不變 |
| 36 | NKE | Nike Inc -cl B | -0.1% | -37.86% | 減碼 |
| 37 | CI | THE Cigna Group | -0.1% | -2.36% | 減碼 |
| 38 | XLB | Ss Materials Select Sector | -0.1% | +1.97% | 加碼 |
| 39 | SOXX | Ishares Semiconductor ETF | -0.2% | -18.78% | 減碼 |
| 40 | LHX | L3harris Technologies Inc | -0.2% | -29.14% | 減碼 |
| 41 | AMAT | Applied Materials Inc | -0.2% | +1.89% | 加碼 |
| 42 | PEP | Pepsico Inc | -0.2% | +2.91% | 加碼 |
| 43 | MCHP | Microchip Technology Inc | -0.2% | EXIT | 清倉 |
| 44 | ZTS | Zoetis Inc | -0.2% | -16.86% | 減碼 |
| 45 | VHT | Vanguard Health Care ETF | -0.2% | +3.68% | 加碼 |
| 46 | ADBE | Adobe Inc | -0.2% | EXIT | 清倉 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.4% | -2.01% | 減碼 |
| 48 | DHR | Danaher CORP | -0.5% | -2.41% | 減碼 |
| 49 | BLKCHF | Blackrock Inc | -0.6% | EXIT | 清倉 |
| 50 | LRCXEUR | Lam Research CORP | -0.7% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Trust Co Of Oklahoma 在 Q4 2024 季度的美股持倉總市值約為 US$3.9億，共申報了 125 個公開持股部位。
在 Q4 2024 季度，Trust Co Of Oklahoma 按市值排列的前三大核心持股分別為：VGT (12.3%)、SPY (7.0%)、AAPL (5.5%)。其中最大持股部位 VGT 佔據整體投資組合約 12.3% 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
BLK
市值: US$208.8萬
本季最大獲利了結 / 清倉標的
LRCXEUR
前期市值: US$209.5萬
在 Q4 2024 季度中，Trust Co Of Oklahoma 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 16 個部位、減碼 21 個部位以及清倉 6 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 LRCXEUR。
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。