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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001709632
申报总市值
US$95.2亿
US$95.2亿
420 檔
8.6%
根据最新整理的 13F 季度数据集，Vest Financial, LLC 于 Q2 2026 结束时的管理资产规模为 US$95.2亿。该机构在本季度申报了 420 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Vest Financial, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 12 个新仓位，并对 103 个既有持股进行加仓（合计增持 115 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 AMAT, LRCX, KLAC 等）合计占整体申报市值的 8.6%，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 420 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 | AMAT | Applied Materials Inc | 股票-科技 | 2.04% | -0.91% | -8.61% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 1.75% | -0.62% | -18.63% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 1.67% | -0.72% | +816.94% | |
| 4 | MLI | Mueller Industries Inc | 股票-工业 | 1.60% | -0.95% | +95.64% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.28% | +0.84% | |
| 6 | CB | Chubb Limited | 股票-金融 | 1.45% | -0.02% | -1.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | +0.64% | +16.47% | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.24% | +0.03% | +19.72% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.22% | +0.23% | +19.05% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.18% | +0.18% | +20.68% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.13% | -0.03% | -5.74% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.05% | +0.05% | +18.70% | |
| 13 | GEV | GE Vernova Inc | 股票-工业 | 1.04% | -0.16% | -6.47% | |
| 14 | GE | General Electric | 股票-工业 | 0.93% | -0.28% | +4.09% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 0.92% | +0.21% | +34.91% | |
| 16 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.88% | -0.15% | +5.07% | |
| 17 | AFL | Aflac Inc | 股票-金融 | 0.88% | +0.16% | +16.13% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.08% | +7.33% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 0.85% | -0.25% | -20.26% | |
| 20 | SNA | Snap-on Inc | 股票-工业 | 0.84% | -0.01% | +7.24% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.13% | +12.42% | |
| 22 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.80% | +0.03% | -0.08% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | +0.03% | +39.15% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | +0.39% | +9.53% | |
| 25 | DOV | Dover CORP | 股票-工业 | 0.78% | -0.08% | -21.06% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.77% | -0.07% | +1.02% | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 0.76% | +0.05% | +45.14% | |
| 28 | LIN | Linde plc | 股票-原材料 | 0.76% | -0.08% | -12.10% | |
| 29 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.75% | +0.10% | -1.23% | |
| 30 | ALL | Allstate CORP | 股票-金融 | 0.75% | +0.01% | +12.57% | |
| 31 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.75% | +0.11% | +10.50% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | +0.07% | +37.77% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.72% | +0.02% | +9.65% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.09% | +11.82% | |
| 35 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.71% | -0.09% | -1.45% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.69% | -0.03% | -28.54% | |
| 37 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.69% | -0.11% | -10.04% | |
| 38 | VLTO | Veralto CORP | 股票-工业 | 0.69% | +0.16% | +52.67% | |
| 39 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | -0.01% | -7.05% | |
| 40 | BKR | Baker Hughes Co | 股票-能源 | 0.66% | +0.03% | -2.82% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.65% | -0.10% | +3.93% | |
| 42 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.65% | +0.04% | +12.98% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.65% | -0.02% | -1.42% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.64% | EXIT | |
| 45 | RF | Regions Financial CORP | 股票-金融 | 0.63% | +0.18% | +59.11% | |
| 46 | SWK | Stanley Black & Decker Inc | 股票-工业 | 0.63% | -0.12% | +2.74% | |
| 47 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.63% | +0.26% | +63.95% | |
| 48 | BEN | Franklin Resources Inc | 股票-金融 | 0.62% | -0.11% | -12.32% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.62% | +0.19% | +24.19% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.60% | -0.07% | -10.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | -8.61% | 减仓 |
| 2 | MLI | Mueller Industries Inc | +0.8% | +95.64% | 加仓 |
| 3 | MU | Micron Technology Inc | +0.7% | +34.91% | 加仓 |
| 4 | KLAC | Kla CORP | +0.7% | +816.94% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.5% | -18.63% | 减仓 |
| 6 | BAC | Bank Of America CORP | +0.2% | +39.15% | 加仓 |
| 7 | RF | Regions Financial CORP | +0.2% | +59.11% | 加仓 |
| 8 | LUV | Southwest Airlines Co | +0.2% | NEW | 新建仓 |
| 9 | CINF | Cincinnati Financial CORP | +0.2% | +19.72% | 加仓 |
| 10 | EXPE | Expedia Group Inc | +0.2% | +63.95% | 加仓 |
| 11 | SYF | Synchrony Financial | +0.2% | +45.14% | 加仓 |
| 12 | USB | US Bancorp | +0.2% | +57.07% | 加仓 |
| 13 | RL | Ralph Lauren CORP | +0.2% | +80.25% | 加仓 |
| 14 | EG | Everest Group, Ltd. | +0.2% | +1051.81% | 加仓 |
| 15 | WDC | Western Digital CORP | +0.2% | NEW | 新建仓 |
| 16 | C | Citigroup Inc | +0.2% | +439.41% | 加仓 |
| 17 | AAPL | Apple Inc | +0.2% | +19.05% | 加仓 |
| 18 | HWM | Howmet Aerospace Inc | +0.2% | NEW | 新建仓 |
| 19 | VLTO | Veralto CORP | +0.2% | +52.67% | 加仓 |
| 20 | WFC | Wells Fargo & Co | +0.2% | +96.79% | 加仓 |
| 21 | ADP | Automatic Data Processing | +0.2% | +20.68% | 加仓 |
| 22 | IBM | Intl Business Machines CORP | +0.2% | +18.70% | 加仓 |
| 23 | SCHW | Schwab (charles) CORP | +0.2% | +104.15% | 加仓 |
| 24 | GE | General Electric | +0.2% | +4.09% | 加仓 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +114.16% | 加仓 |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | +150.38% | 加仓 |
| 27 | WSM | Williams-sonoma Inc | +0.1% | +5.07% | 加仓 |
| 28 | RMD | Resmed Inc | +0.1% | +88.93% | 加仓 |
| 29 | AVGO | Broadcom Inc | +0.1% | +11.82% | 加仓 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +53.35% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +3.98% | 加仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +0.59% | 加仓 |
| 33 | AMD | Advanced Micro Devices | +0.1% | +1.63% | 加仓 |
| 34 | SWK | Stanley Black & Decker Inc | +0.1% | +2.74% | 加仓 |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +22.47% | 加仓 |
| 36 | WFRD | Weatherford International plc | +0.1% | +144.26% | 加仓 |
| 37 | GEV | GE Vernova Inc | +0.1% | -6.47% | 减仓 |
| 38 | ALL | Allstate CORP | +0.1% | +12.57% | 加仓 |
| 39 | COST | Costco Wholesale CORP | +0.1% | +37.77% | 加仓 |
| 40 | V | Visa Inc-class A Shares | +0.1% | +12.42% | 加仓 |
| 41 | TROW | T Rowe Price Group Inc | +0.1% | +3.93% | 加仓 |
| 42 | WST | West Pharmaceutical Services | +0.1% | -10.04% | 减仓 |
| 43 | INTC | Intel CORP | +0.1% | +1.63% | 加仓 |
| 44 | TRI | Thomson Reuters CORP | +0.1% | NEW | 新建仓 |
| 45 | AFL | Aflac Inc | +0.1% | +16.13% | 加仓 |
| 46 | TRV | Travelers Cos Inc/the | +0.1% | +10.50% | 加仓 |
| 47 | ADI | Analog Devices Inc | +0.1% | +53.46% | 加仓 |
| 48 | GLW | Corning Inc | +0.1% | +44.95% | 加仓 |
| 49 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.08% | 减仓 |
| 50 | AXP | American Express Co | +0.1% | +9.65% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Vest Financial, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$95.2亿，共申报了 420 个公开持股仓位。
在 Q2 2026 季度，Vest Financial, LLC 按市值排列的前三大核心持股分别为：AMAT (2.0%)、LRCX (1.8%)、KLAC (1.7%)。其中最大持股仓位 AMAT 占据整体投资组合约 2.0% 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
LUV
市值: US$2303.8万
本季最大获利了结 / 清仓标的
EA
前期市值: US$1790.8万
在 Q2 2026 季度中，Vest Financial, LLC 共进行了 200 项持仓异动，包含新建仓 12 个仓位、加仓 103 个仓位、减仓 74 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 LUV。 本季清仓仓位包含 EA。
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。