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: 0001008937
申報總市值
US$12.0億
US$12.0億
237 檔
16.6%
在 Q4 2024 的 13F 官方備案中，Trust Co Of Toledo NA /oh/ 管理的美股投資組合規模來到 US$12.0億，整體持股檔數為 237 檔。
Q4 2024 數據顯示 Trust Co Of Toledo NA /oh/ 積極進場，新開立 0 個部位並同步加碼 34 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, JPM）累計市值佔比達 16.6%，是驅動 Trust Co Of Toledo NA /oh/ 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 237 檔）
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.93% | -0.06% | +23.39% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 8.36% | -0.67% | +3.14% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.20% | -0.09% | +0.06% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.88% | +0.42% | -1.12% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.79% | +0.35% | +18.35% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.55% | +0.07% | +5.46% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | +0.03% | +3.22% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.45% | -0.19% | +0.11% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.90% | -0.11% | +0.06% | |
| 10 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.62% | +1.03% | +103.96% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.41% | -0.26% | +1.77% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.37% | -0.41% | -0.33% | |
| 13 | WELL | Welltower Inc | 股票-房地產 | 1.33% | — | -3.27% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +0.14% | +27.97% | |
| 15 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.07% | +2.20% | |
| 16 | DE | Deere & Co | 股票-工業 | 1.20% | +0.03% | +14.41% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.09% | -0.06% | +3.03% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.08% | -0.17% | +0.19% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | -0.16% | -1.81% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | -1.25% | EXIT | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | -0.14% | +3.75% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.03% | -0.05% | +7.43% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 1.01% | -0.07% | +8.61% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.99% | +0.04% | -0.04% | |
| 25 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.99% | -0.11% | +0.58% | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.96% | +0.18% | +0.83% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | +0.28% | +6.98% | |
| 28 | NSC | Norfolk Southern CORP | 股票-工業 | 0.95% | -0.03% | -0.58% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | -0.08% | +8.52% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.07% | +4.27% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.77% | — | +1.54% | |
| 32 | MCK | Mckesson CORP | 股票-醫療保健 | 0.76% | -0.19% | — | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.71% | +0.04% | +2.57% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | — | +3.35% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.70% | -0.15% | +10.16% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | -0.11% | +7.55% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | -0.06% | -0.11% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.65% | -0.07% | +2.54% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.11% | +3.47% | |
| 40 | ICE | Intercontinental Exchange In | 股票-金融 | 0.63% | -0.15% | +6.20% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.62% | -0.38% | EXIT | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.12% | +11.01% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.61% | -0.09% | -0.89% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.60% | -0.01% | — | |
| 45 | MCHP | Microchip Technology Inc | 股票-科技 | 0.59% | +0.07% | -4.01% | |
| 46 | WM | Waste Management Inc | 股票-工業 | 0.59% | -0.06% | +0.06% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.55% | +0.32% | +9.53% | |
| 48 | RTX | Rtx CORP | 股票-工業 | 0.55% | -0.09% | -0.96% | |
| 49 | ADI | Analog Devices Inc | 股票-科技 | 0.52% | +0.06% | +1.58% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.52% | -0.01% | +12.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +23.39% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +18.35% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +27.97% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +3.22% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +0.06% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.3% | +5.46% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | +11.01% | 加碼 |
| 8 | GWW | Ww Grainger Inc | +0.2% | +313.32% | 加碼 |
| 9 | DE | Deere & Co | +0.1% | +14.41% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +6.98% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.1% | +2.54% | 加碼 |
| 12 | HON | Honeywell International Inc | +0.1% | +16.40% | 加碼 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +3.35% | 加碼 |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +103.96% | 加碼 |
| 15 | MCK | Mckesson CORP | +0.1% | — | 不變 |
| 16 | BMY | Bristol-myers Squibb Co | +0.1% | +21.76% | 加碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +41.53% | 加碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | -0.11% | 減碼 |
| 19 | MS | Morgan Stanley | +0.1% | +4.22% | 加碼 |
| 20 | BX | Blackstone Inc | +0.1% | +7.46% | 加碼 |
| 21 | BA | Boeing Co/the | +0.1% | +14.99% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.1% | +4.10% | 加碼 |
| 23 | AEP | American Electric Power | +0.1% | +61.89% | 加碼 |
| 24 | MA | Mastercard Inc - A | +0.1% | +4.27% | 加碼 |
| 25 | T | At&t Inc | +0.1% | +14.90% | 加碼 |
| 26 | COST | Costco Wholesale CORP | 0% | +3.75% | 加碼 |
| 27 | GIS | General Mills Inc | -0.1% | -6.57% | 減碼 |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | -26.78% | 減碼 |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +10.16% | 加碼 |
| 30 | INTC | Intel CORP | -0.1% | -16.42% | 減碼 |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -4.99% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | +7.43% | 加碼 |
| 33 | NKE | Nike Inc -cl B | -0.1% | -4.58% | 減碼 |
| 34 | WELL | Welltower Inc | -0.1% | -3.27% | 減碼 |
| 35 | LOW | Lowe's Cos Inc | -0.1% | +0.58% | 加碼 |
| 36 | NEE | Nextera Energy Inc | -0.1% | -0.89% | 減碼 |
| 37 | CVS | Cvs Health CORP | -0.1% | -8.94% | 減碼 |
| 38 | KO | Coca-cola Co/the | -0.1% | +1.54% | 加碼 |
| 39 | QCOM | Qualcomm Inc | -0.1% | +0.83% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.06% | 加碼 |
| 41 | ABBV | Abbvie Inc | -0.2% | -0.04% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | +3.14% | 加碼 |
| 43 | AMGN | Amgen Inc | -0.2% | +8.61% | 加碼 |
| 44 | PEP | Pepsico Inc | -0.2% | -1.81% | 減碼 |
| 45 | AMD | Advanced Micro Devices | -0.2% | +1.01% | 加碼 |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | 清倉 |
| 47 | DHR | Danaher CORP | -0.2% | +3.03% | 加碼 |
| 48 | BLKCHF | Blackrock Inc | -0.3% | EXIT | 清倉 |
| 49 | MCHP | Microchip Technology Inc | -0.3% | -4.01% | 減碼 |
| 50 | LLY | Eli Lilly & Co | -0.6% | -1.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trust Co Of Toledo NA /oh/ 在 Q4 2024 季度的美股持倉總市值約為 US$12.0億，共申報了 237 個公開持股部位。
在 Q4 2024 季度，Trust Co Of Toledo NA /oh/ 按市值排列的前三大核心持股分別為：AAPL (8.9%)、MSFT (8.4%)、JPM (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.9% 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。
本季最大獲利了結 / 清倉標的
BLKCHF
前期市值: US$192.0萬
在 Q4 2024 季度中，Trust Co Of Toledo NA /oh/ 共進行了 49 項持倉異動，包含新建倉 0 個部位、加碼 34 個部位、減碼 13 個部位以及清倉 2 個部位。 本季清倉部位包含 BLKCHF。
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。