13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001709632
申报总市值
US$95.2亿
US$95.2亿
401 檔
4.8%
在 Q2 2025 申报期间，Vest Financial, LLC（CIK: 0001709632）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$95.2亿，共持有 401 个公开申报仓位。
在 Q2 2025，Vest Financial, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 36 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Vest Financial, LLC 的前 5 大核心持股（包含 CB, ADP, MSFT 等）合计占整体申报市值的 4.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 401 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | 股票-金融 | 1.45% | -0.15% | -1.05% | |
| 2 | ADP | Automatic Data Processing | 股票-科技 | 1.38% | +0.17% | +0.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | +0.03% | +16.23% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 1.15% | +0.07% | -12.72% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.39% | -6.30% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.14% | -0.21% | +12.07% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | +0.17% | -4.33% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 1.05% | +0.04% | +34.62% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.02% | +46.90% | |
| 10 | EMR | Emerson Electric Co | 股票-工业 | 1.02% | -0.04% | +27.06% | |
| 11 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.00% | +0.23% | +0.89% | |
| 12 | NUE | Nucor CORP | 股票-原材料 | 0.99% | -0.03% | -2.69% | |
| 13 | DOV | Dover CORP | 股票-工业 | 0.99% | -0.26% | +38.03% | |
| 14 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.99% | -0.04% | -5.64% | |
| 15 | BEN | Franklin Resources Inc | 股票-金融 | 0.98% | +0.04% | +6.43% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | -0.38% | +11.68% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.95% | -0.05% | +7.37% | |
| 18 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.95% | -0.11% | -7.78% | |
| 19 | LIN | Linde plc | 股票-原材料 | 0.94% | -0.18% | +0.35% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.36% | +14.07% | |
| 21 | PNR | Pentair plc | 股票-工业 | 0.88% | -0.08% | +15.46% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 0.88% | -0.03% | +7.38% | |
| 23 | NDSN | Nordson CORP | 股票-工业 | 0.88% | -0.07% | +17.36% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.87% | +0.10% | +46.42% | |
| 25 | ECL | Ecolab Inc | 股票-原材料 | 0.86% | -0.08% | -0.89% | |
| 26 | ALB | Albemarle CORP | 股票-原材料 | 0.85% | -0.27% | +55.42% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.85% | -0.22% | +7.60% | |
| 28 | PPG | Ppg Industries Inc | 股票-原材料 | 0.85% | -0.03% | +17.41% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.85% | — | -4.29% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.85% | -0.23% | +1.18% | |
| 31 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.84% | +0.08% | +31.15% | |
| 32 | GD | General Dynamics CORP | 股票-工业 | 0.83% | -0.03% | -2.31% | |
| 33 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.83% | -0.09% | +9.35% | |
| 34 | ES | Eversource Energy | 股票-公用事业 | 0.83% | -0.05% | -5.03% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.83% | -0.09% | +0.50% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.82% | -0.10% | -13.60% | |
| 37 | TGT | Target CORP | 股票-周期性消费 | 0.82% | -0.21% | +49.47% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.82% | -0.06% | +5.87% | |
| 39 | CTAS | Cintas CORP | 股票-工业 | 0.81% | -0.05% | -5.35% | |
| 40 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.81% | — | +2.79% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.81% | -0.18% | +23.40% | |
| 42 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 0.80% | -0.06% | +16.30% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.04% | +5.72% | |
| 44 | GWW | Ww Grainger Inc | 股票-工业 | 0.80% | -0.05% | +10.14% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.79% | +0.19% | +0.70% | |
| 46 | FDS | Factset Research Systems Inc | 股票-金融 | 0.79% | +0.01% | +8.82% | |
| 47 | FAST | Fastenal Co | 股票-工业 | 0.79% | -0.11% | +83.53% | |
| 48 | ITW | Illinois Tool Works | 股票-工业 | 0.79% | -0.11% | +6.98% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.79% | +0.04% | -1.66% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.79% | -0.09% | +17.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +46.90% | 加仓 |
| 2 | MSFT | Microsoft CORP | +0.4% | +16.23% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.3% | +34.62% | 加仓 |
| 4 | EMR | Emerson Electric Co | +0.3% | +27.06% | 加仓 |
| 5 | KLAC | Kla CORP | +0.3% | +49.71% | 加仓 |
| 6 | DOV | Dover CORP | +0.2% | +38.03% | 加仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +39.89% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.2% | +93.48% | 加仓 |
| 9 | WST | West Pharmaceutical Services | +0.2% | +54.05% | 加仓 |
| 10 | GE | General Electric | +0.2% | +78.99% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +7.37% | 加仓 |
| 12 | TGT | Target CORP | +0.2% | +49.47% | 加仓 |
| 13 | MPWR | Monolithic Power Systems Inc | +0.2% | +98.77% | 加仓 |
| 14 | RJF | Raymond James Financial Inc | +0.2% | +39.46% | 加仓 |
| 15 | AMAT | Applied Materials Inc | +0.2% | +17.06% | 加仓 |
| 16 | TROW | T Rowe Price Group Inc | +0.2% | +31.15% | 加仓 |
| 17 | STT | State Street CORP | +0.2% | +112.43% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.2% | +24.22% | 加仓 |
| 19 | ACM | Aecom | +0.2% | +410.69% | 加仓 |
| 20 | BEN | Franklin Resources Inc | +0.2% | +6.43% | 加仓 |
| 21 | PNR | Pentair plc | +0.2% | +15.46% | 加仓 |
| 22 | ALB | Albemarle CORP | +0.2% | +55.42% | 加仓 |
| 23 | MTG | Mgic Investment CORP | +0.2% | +300.05% | 加仓 |
| 24 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 25 | CRM | Salesforce Inc | +0.2% | +43.61% | 加仓 |
| 26 | WSM | Williams-sonoma Inc | +0.2% | +57.15% | 加仓 |
| 27 | PNC | Pnc Financial Services Group | +0.2% | +120.03% | 加仓 |
| 28 | SLM | Slm CORP | +0.1% | +873.07% | 加仓 |
| 29 | SWK | Stanley Black & Decker Inc | +0.1% | +46.42% | 加仓 |
| 30 | TRV | Travelers Cos Inc/the | +0.1% | +37.30% | 加仓 |
| 31 | ODFL | Old Dominion Freight Line | +0.1% | +66.79% | 加仓 |
| 32 | NDSN | Nordson CORP | +0.1% | +17.36% | 加仓 |
| 33 | ROST | Ross Stores Inc | +0.1% | +42.22% | 加仓 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | +5.72% | 加仓 |
| 35 | BKNG | Booking Holdings Inc | +0.1% | +0.68% | 加仓 |
| 36 | PPG | Ppg Industries Inc | +0.1% | +17.41% | 加仓 |
| 37 | ABT | Abbott Laboratories | +0.1% | +12.07% | 加仓 |
| 38 | RF | Regions Financial CORP | -0.2% | EXIT | 清仓 |
| 39 | EXE | Expand Energy CORP | -0.2% | EXIT | 清仓 |
| 40 | GRMN | Garmin Ltd. | -0.2% | EXIT | 清仓 |
| 41 | KO | Coca-cola Co/the | -0.2% | -13.60% | 减仓 |
| 42 | ABBV | Abbvie Inc | -0.3% | -4.29% | 减仓 |
| 43 | BF-B | Brown-forman Corp-class B | -0.3% | -4.43% | 减仓 |
| 44 | ERIE | Erie Indemnity Company-cl A | -0.3% | -8.41% | 减仓 |
| 45 | KVUE | Kenvue Inc | -0.3% | -11.74% | 减仓 |
| 46 | BRO | Brown & Brown Inc | -0.3% | -13.47% | 减仓 |
| 47 | SJM | Jm Smucker Co/the | -0.3% | -14.08% | 减仓 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | -6.30% | 减仓 |
| 49 | ED | Consolidated Edison Inc | -0.4% | -21.55% | 减仓 |
| 50 | AFL | Aflac Inc | -0.4% | -12.72% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Vest Financial, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$95.2亿，共申报了 401 个公开持股仓位。
在 Q2 2025 季度，Vest Financial, LLC 按市值排列的前三大核心持股分别为：CB (1.4%)、ADP (1.4%)、MSFT (1.3%)。其中最大持股仓位 CB 占据整体投资组合约 1.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
GEV
市值: US$1116.3万
本季最大获利了结 / 清仓标的
EXE
前期市值: US$1168.2万
在 Q2 2025 季度中，Vest Financial, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 36 个仓位、减仓 10 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 EXE。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。