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: 0000009634
申報總市值
US$72.5億
US$72.5億
996 檔
20.2%
Bokf, NA 在 Q4 2025 季度的美股部位總計估值為 US$72.5億，分散於 996 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2025 期間，Bokf, NA 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IWB, VOO, XOM）累計市值佔比達 20.2%，是驅動 Bokf, NA 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 996 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 7.41% | +0.21% | +1.34% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.69% | +0.36% | -0.10% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.35% | -1.30% | -3.72% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.28% | +0.11% | -9.05% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.70% | +0.01% | -11.47% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.64% | -0.14% | -9.87% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | +0.04% | -9.87% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.70% | +0.09% | +67.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.69% | +0.05% | -0.47% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.53% | +0.05% | -9.63% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.38% | +0.05% | +0.63% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.36% | +0.05% | -0.10% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.36% | -0.28% | -4.25% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | +0.07% | -4.38% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.29% | +0.06% | -9.62% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.23% | +0.33% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | +0.13% | -8.09% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.18% | — | -4.99% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 1.05% | +0.07% | -1.94% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.04% | +0.06% | -3.44% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | +0.08% | -5.14% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.91% | -0.18% | -2.84% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.12% | -6.93% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.81% | -0.13% | +51.29% | |
| 25 | AAON | Aaon Inc | 股票-工業 | 0.80% | +0.33% | +0.02% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | +0.01% | -6.86% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.74% | -0.03% | +1.55% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | +0.02% | +4.13% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.73% | +0.04% | +22.34% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.71% | +0.04% | -1.50% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.08% | -15.66% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.03% | -5.18% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.56% | -0.06% | -0.69% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.55% | +0.03% | +5.47% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.01% | -9.15% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.54% | — | -14.29% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.07% | -15.92% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.10% | -15.04% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.49% | +0.02% | -0.81% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | -0.05% | -7.81% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.13% | -5.12% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.48% | -0.24% | +0.80% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.48% | -0.01% | -3.55% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.45% | +0.03% | +8.15% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.44% | -0.02% | +39.44% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.43% | -0.01% | -9.42% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.43% | -0.03% | +5.33% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.03% | -10.00% | |
| 49 | OKE | Oneok Inc | 股票-能源 | 0.40% | -0.03% | -2.27% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.40% | -0.01% | +65.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | +0.7% | +67.91% | 加碼 |
| 2 | IWB | Ishares Russell 1000 ETF | +0.4% | +1.34% | 加碼 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +51.29% | 加碼 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | -0.10% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -6.93% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.09% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -9.62% | 減碼 |
| 8 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +65.27% | 加碼 |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +22.34% | 加碼 |
| 10 | IVE | Ishares S&p 500 Value ETF | +0.1% | +39.44% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -3.72% | 減碼 |
| 12 | IWD | Ishares Russell 1000 Value E | +0.1% | +64.62% | 加碼 |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +63.05% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +24.58% | 加碼 |
| 15 | MU | Micron Technology Inc | +0.1% | -6.51% | 減碼 |
| 16 | DNOW | Dnow Inc | +0.1% | +13223.94% | 加碼 |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +336.64% | 加碼 |
| 18 | CAH | Cardinal Health Inc | +0.1% | -8.04% | 減碼 |
| 19 | WELL | Welltower Inc | +0.1% | +280.08% | 加碼 |
| 20 | DVY | Ishares Select Dividend ETF | +0.1% | +52.96% | 加碼 |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +528.23% | 加碼 |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +308.74% | 加碼 |
| 23 | KMI | Kinder Morgan, Inc. | +0.1% | +61.44% | 加碼 |
| 24 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +5566.98% | 加碼 |
| 25 | NEM | Newmont CORP | +0.1% | +57.18% | 加碼 |
| 26 | AAPL | Apple Inc | 0% | -9.05% | 減碼 |
| 27 | AMZN | Amazon.com Inc | -0.1% | -9.63% | 減碼 |
| 28 | NOW | Servicenow Inc | -0.1% | +324.88% | 加碼 |
| 29 | ABBV | Abbvie Inc | -0.1% | -6.86% | 減碼 |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.1% | -14.29% | 減碼 |
| 31 | COST | Costco Wholesale CORP | -0.1% | -11.17% | 減碼 |
| 32 | ORCL | Oracle CORP | -0.1% | +2.63% | 加碼 |
| 33 | ANET | Arista Networks Inc | -0.1% | -31.09% | 減碼 |
| 34 | CDNS | Cadence Design Sys Inc | -0.1% | -36.49% | 減碼 |
| 35 | HD | Home Depot Inc | -0.1% | -7.37% | 減碼 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -36.22% | 減碼 |
| 37 | NFLX | Netflix Inc | -0.1% | +715.06% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -15.92% | 減碼 |
| 39 | AAON | Aaon Inc | -0.2% | +0.02% | 加碼 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -15.66% | 減碼 |
| 41 | LMT | Lockheed Martin CORP | -0.2% | -52.00% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.2% | -9.87% | 減碼 |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -11.47% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.5% | -9.87% | 減碼 |
| 45 | 37M | Mrc Global Inc | — | EXIT | 清倉 |
| 46 | MTZ | Mastec Inc | — | NEW | 新建倉 |
| 47 | AKRE | Akre Focus ETF | — | NEW | 新建倉 |
| 48 | MTDR | Matador Resources Co | — | EXIT | 清倉 |
| 49 | RRC | Range Resources CORP | — | EXIT | 清倉 |
| 50 | SOLS | Solstice Adv Materials Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bokf, NA 在 Q4 2025 季度的美股持倉總市值約為 US$72.5億，共申報了 996 個公開持股部位。
在 Q4 2025 季度，Bokf, NA 按市值排列的前三大核心持股分別為：IWB (7.4%)、VOO (5.7%)、XOM (3.4%)。其中最大持股部位 IWB 佔據整體投資組合約 7.4% 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
MTZ
市值: US$435.4萬
本季最大獲利了結 / 清倉標的
37M
前期市值: US$707.7萬
在 Q4 2025 季度中，Bokf, NA 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 22 個部位、減碼 22 個部位以及清倉 3 個部位。 其中最大新建倉標的為 MTZ。 本季清倉部位包含 37M。
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。