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
414 檔
5.5%
截至 Q3 2025 季度末，Vest Financial, LLC 的美股持仓估值约为 US$95.2亿，全数申报仓位共有 414 档。
在 Q3 2025，Vest Financial, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 36 个既有持股进行加仓（合计增持 39 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 NVDA, CB, MSFT 等）合计占整体申报市值的 5.5%，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 414 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 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.02% | +30.32% | |
| 2 | CB | Chubb Limited | 股票-金融 | 1.44% | -0.15% | +10.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | +0.03% | +16.46% | |
| 4 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.27% | -0.21% | +23.02% | |
| 5 | ADP | Automatic Data Processing | 股票-科技 | 1.24% | +0.17% | +2.73% | |
| 6 | AFL | Aflac Inc | 股票-金融 | 1.07% | +0.07% | -4.43% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.07% | +0.19% | +17.79% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | -0.38% | -3.16% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | +0.17% | +5.25% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.02% | +7.96% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.39% | -8.04% | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.95% | +0.23% | -2.60% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.95% | — | -2.94% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.05% | +7.31% | |
| 15 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 0.92% | -0.06% | -9.84% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 0.89% | +0.65% | +38.49% | |
| 17 | LIN | Linde plc | 股票-原材料 | 0.89% | -0.18% | +1.72% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 0.87% | +0.04% | -26.48% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | +0.04% | +6.58% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 0.85% | -0.23% | +2.83% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.84% | -0.22% | -1.78% | |
| 22 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | -0.20% | +10.38% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.83% | +0.83% | +18.25% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.82% | -0.09% | -0.30% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.36% | -8.94% | |
| 26 | MLI | Mueller Industries Inc | 股票-工业 | 0.80% | +0.75% | +4.79% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.79% | -0.09% | +7.18% | |
| 28 | DOV | Dover CORP | 股票-工业 | 0.78% | -0.26% | -5.83% | |
| 29 | AOS | Smith (a.o.) CORP | 股票-工业 | 0.78% | -0.09% | -8.82% | |
| 30 | GD | General Dynamics CORP | 股票-工业 | 0.78% | -0.03% | -13.07% | |
| 31 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.78% | -0.20% | +3.87% | |
| 32 | MDT | Medtronic plc | 股票-医疗保健 | 0.78% | -0.06% | -5.77% | |
| 33 | PNR | Pentair plc | 股票-工业 | 0.77% | -0.08% | -12.42% | |
| 34 | ADM | Archer-daniels-midland Co | 股票-非周期性消费 | 0.77% | -0.11% | -22.20% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.77% | -0.10% | +8.41% | |
| 36 | ES | Eversource Energy | 股票-公用事业 | 0.77% | -0.05% | -10.41% | |
| 37 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.77% | -0.07% | +2.61% | |
| 38 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.76% | — | -5.77% | |
| 39 | EBAY | Ebay Inc | 股票-周期性消费 | 0.75% | +0.01% | -1.81% | |
| 40 | O | Realty Income CORP | 股票-房地产 | 0.75% | -0.13% | +2.70% | |
| 41 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.75% | -0.04% | -11.86% | |
| 42 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.75% | +0.04% | -10.50% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.22% | +2.27% | |
| 44 | NDSN | Nordson CORP | 股票-工业 | 0.74% | -0.07% | -13.47% | |
| 45 | SYY | Sysco CORP | 股票-非周期性消费 | 0.74% | -0.01% | -6.30% | |
| 46 | LRCX | Lam Research CORP | 股票-科技 | 0.74% | +0.54% | +51.78% | |
| 47 | FAST | Fastenal Co | 股票-工业 | 0.73% | -0.11% | -14.12% | |
| 48 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.73% | +0.10% | -16.48% | |
| 49 | ECL | Ecolab Inc | 股票-原材料 | 0.73% | -0.08% | -9.36% | |
| 50 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.73% | -0.10% | +13.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +30.32% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.6% | +51.78% | 加仓 |
| 3 | KLAC | Kla CORP | +0.6% | +38.49% | 加仓 |
| 4 | MSFT | Microsoft CORP | +0.5% | +16.46% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +7.96% | 加仓 |
| 6 | GE | General Electric | +0.5% | +49.34% | 加仓 |
| 7 | MPWR | Monolithic Power Systems Inc | +0.4% | +52.16% | 加仓 |
| 8 | WSM | Williams-sonoma Inc | +0.4% | +39.54% | 加仓 |
| 9 | BKR | Baker Hughes Co | +0.4% | +42.93% | 加仓 |
| 10 | ACM | Aecom | +0.4% | +82.86% | 加仓 |
| 11 | STT | State Street CORP | +0.4% | +57.82% | 加仓 |
| 12 | AMAT | Applied Materials Inc | +0.3% | +18.25% | 加仓 |
| 13 | PNC | Pnc Financial Services Group | +0.3% | +59.59% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.3% | +26.85% | 加仓 |
| 15 | ROST | Ross Stores Inc | +0.2% | +11.99% | 加仓 |
| 16 | PHM | Pultegroup Inc | +0.2% | +13.71% | 加仓 |
| 17 | RJF | Raymond James Financial Inc | +0.2% | +1.99% | 加仓 |
| 18 | FOXA | Fox CORP - Class A | +0.2% | +381.07% | 加仓 |
| 19 | MA | Mastercard Inc - A | +0.2% | +76.85% | 加仓 |
| 20 | ABT | Abbott Laboratories | +0.2% | +23.02% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.2% | +20.21% | 加仓 |
| 22 | MET | Metlife Inc | +0.2% | +414.42% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.2% | +7.31% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +6.58% | 加仓 |
| 25 | AMZN | Amazon.com Inc | +0.2% | +24.05% | 加仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | -26.48% | 减仓 |
| 27 | TRV | Travelers Cos Inc/the | +0.1% | +6.27% | 加仓 |
| 28 | AAPL | Apple Inc | +0.1% | +17.79% | 加仓 |
| 29 | MLI | Mueller Industries Inc | +0.1% | +4.79% | 加仓 |
| 30 | CRM | Salesforce Inc | +0.1% | +21.00% | 加仓 |
| 31 | WST | West Pharmaceutical Services | +0.1% | -19.75% | 加仓 |
| 32 | QCOM | Qualcomm Inc | +0.1% | +12.52% | 加仓 |
| 33 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -9.84% | 加仓 |
| 34 | AXP | American Express Co | +0.1% | +5.23% | 加仓 |
| 35 | EBAY | Ebay Inc | +0.1% | -1.81% | 减仓 |
| 36 | JNJ | Johnson & Johnson | 0% | -3.16% | 加仓 |
| 37 | CF | Cf Industries Holdings Inc | -0.3% | -42.48% | 减仓 |
| 38 | EG | Everest Group, Ltd. | -0.3% | -43.03% | 减仓 |
| 39 | EOG | Eog Resources Inc | -0.3% | -44.85% | 减仓 |
| 40 | MTB | M & T Bank CORP | -0.3% | -47.94% | 减仓 |
| 41 | FDS | Factset Research Systems Inc | -0.3% | +3.64% | 加仓 |
| 42 | NUE | Nucor CORP | -0.4% | -28.39% | 减仓 |
| 43 | BRO | Brown & Brown Inc | -0.4% | +15.61% | 加仓 |
| 44 | AFL | Aflac Inc | -0.5% | -4.43% | 减仓 |
| 45 | KVUE | Kenvue Inc | -0.5% | +4.66% | 减仓 |
| 46 | XOM | Exxon Mobil CORP | -0.5% | -8.04% | 减仓 |
| 47 | GEV | GE Vernova Inc | — | NEW | 新建仓 |
| 48 | ALL | Allstate CORP | — | NEW | 新建仓 |
| 49 | PGR | Progressive CORP | — | NEW | 新建仓 |
| 50 | CRBG | Corebridge Financial Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Vest Financial, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$95.2亿，共申报了 414 个公开持股仓位。
在 Q3 2025 季度，Vest Financial, LLC 按市值排列的前三大核心持股分别为：NVDA (1.5%)、CB (1.4%)、MSFT (1.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 1.5% 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$2597.0万
本季最大获利了结 / 清仓标的
CRBG
前期市值: US$2100.8万
在 Q3 2025 季度中，Vest Financial, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 36 个仓位、减仓 10 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 CRBG。
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。