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: 0001789351
申報總市值
US$3.1億
US$3.1億
499 檔
35.0%
Deseret Mutual Benefit Administrators 在 Q4 2025 季度的美股部位總計估值為 US$3.1億，分散於 499 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2025 數據顯示 Deseret Mutual Benefit Administrators 積極進場，新開立 1 個部位並同步加碼 103 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Deseret Mutual Benefit Administrators 的前 5 大核心持股（包含 OMFL, HYG, CLOI 等）合計佔整體申報市值的 35.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 499 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 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 19.55% | — | -5.96% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 13.68% | -0.23% | +3.55% | |
| 3 | CLOI | Vaneck Clo ETF | ETF-其他 | 6.25% | +0.84% | -4.70% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 3.67% | +0.89% | -35.84% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.51% | -0.26% | -1.46% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.83% | -0.47% | +18.90% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | +0.40% | +3.56% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.28% | -0.14% | -3.98% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | -0.22% | -14.57% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.13% | -0.01% | +19.64% | |
| 11 | ORCL | Oracle CORP | 股票-科技 | 1.08% | -0.36% | -2.97% | |
| 12 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.01% | -0.47% | +2.49% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.05% | +0.46% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 0.87% | — | +0.76% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.81% | -0.10% | +0.22% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | +0.08% | -3.82% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | -0.04% | — | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.71% | -0.05% | +6.33% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.09% | -7.82% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.10% | -31.13% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.24% | +3.63% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.02% | +3.47% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | -0.28% | +7.49% | |
| 24 | T | At&t Inc | 股票-通訊服務 | 0.58% | -0.14% | +18.14% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.57% | +0.91% | +2.35% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.54% | — | +3.23% | |
| 27 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.07% | -4.20% | |
| 28 | MMM | 3m Co | 股票-工業 | 0.54% | -0.13% | -11.79% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | +1.01% | +4.89% | |
| 30 | PFE | Pfizer Inc | 股票-醫療保健 | 0.52% | -0.11% | +4.65% | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.52% | -0.16% | +6.35% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | +0.01% | +2.73% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.52% | -0.10% | +0.44% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.51% | +0.09% | -0.10% | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.51% | +0.02% | -3.16% | |
| 36 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | +0.07% | +1.61% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.31% | -1.76% | |
| 38 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.49% | -0.16% | -19.25% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | -0.02% | -4.42% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.13% | -4.42% | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.45% | +0.33% | -0.33% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.43% | -0.05% | -3.08% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.42% | +0.25% | +8.43% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.42% | -0.07% | +3.14% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.37% | +0.54% | -11.69% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.36% | -0.21% | +8.67% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | -2.29% | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.35% | -0.05% | +2.52% | |
| 49 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.34% | — | +2.08% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | -0.04% | +1.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.6% | +3.55% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.5% | +18.90% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.98% | 減碼 |
| 4 | CSCO | Cisco Systems Inc | +0.2% | +3.56% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -3.82% | 減碼 |
| 6 | ABBV | Abbvie Inc | +0.2% | +19.64% | 加碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +0.22% | 加碼 |
| 8 | AAPL | Apple Inc | +0.2% | -1.46% | 減碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | +2.35% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | +4.89% | 加碼 |
| 11 | GILD | Gilead Sciences Inc | +0.1% | +2.49% | 加碼 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +3.14% | 加碼 |
| 13 | REGN | Regeneron Pharmaceuticals | +0.1% | +9.25% | 加碼 |
| 14 | AMGN | Amgen Inc | +0.1% | +1.61% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.33% | 減碼 |
| 16 | MU | Micron Technology Inc | +0.1% | -15.32% | 減碼 |
| 17 | ACN | Accenture plc | +0.1% | +8.67% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +0.76% | 加碼 |
| 19 | UPS | United Parcel Service-cl B | +0.1% | +7.22% | 加碼 |
| 20 | GM | General Motors Co | +0.1% | -3.10% | 減碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +3.63% | 加碼 |
| 22 | CI | THE Cigna Group | 0% | +32.37% | 加碼 |
| 23 | AMZN | Amazon.com Inc | 0% | +3.23% | 加碼 |
| 24 | KLAC | Kla CORP | 0% | +3.78% | 加碼 |
| 25 | TER | Teradyne Inc | 0% | +8.63% | 加碼 |
| 26 | DG | Dollar General CORP | 0% | +5.44% | 加碼 |
| 27 | LUMN | Lumen Technologies Inc | 0% | +27.93% | 加碼 |
| 28 | TGT | Target CORP | 0% | +2.52% | 加碼 |
| 29 | GLW | Corning Inc | 0% | +9.62% | 加碼 |
| 30 | HCA | Hca Healthcare Inc | 0% | +5.30% | 加碼 |
| 31 | FERG | Ferguson Enterprises Inc | 0% | +66.54% | 加碼 |
| 32 | V | Visa Inc-class A Shares | 0% | +2.73% | 加碼 |
| 33 | EXPE | Expedia Group Inc | 0% | +20.06% | 加碼 |
| 34 | WBD | Warner Bros Discovery Inc | 0% | -6.22% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | 0% | +19.15% | 加碼 |
| 36 | STX | Seagate Technology Holdings plc | 0% | +0.37% | 加碼 |
| 37 | NUE | Nucor CORP | 0% | +0.32% | 加碼 |
| 38 | MPC | Marathon Petroleum CORP | 0% | +32.73% | 加碼 |
| 39 | CHRW | C.h. Robinson Worldwide Inc | 0% | +0.56% | 加碼 |
| 40 | COR | Cencora Inc | 0% | +17.86% | 加碼 |
| 41 | XOM | Exxon Mobil CORP | 0% | -1.76% | 減碼 |
| 42 | LMT | Lockheed Martin CORP | 0% | +7.49% | 加碼 |
| 43 | EXE | Expand Energy CORP | 0% | +34.82% | 加碼 |
| 44 | TPR | Tapestry Inc | 0% | +5.56% | 加碼 |
| 45 | T | At&t Inc | 0% | +18.14% | 加碼 |
| 46 | EXPD | Expeditors Intl Wash Inc | 0% | — | 不變 |
| 47 | CNC | Centene CORP | 0% | +19.74% | 加碼 |
| 48 | AMT | American Tower CORP | 0% | +57.40% | 加碼 |
| 49 | ELV | Elevance Health Inc | 0% | +11.14% | 加碼 |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +14.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Deseret Mutual Benefit Administrators 在 Q4 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 499 個公開持股部位。
在 Q4 2025 季度，Deseret Mutual Benefit Administrators 按市值排列的前三大核心持股分別為：OMFL (19.6%)、HYG (13.7%)、CLOI (6.3%)。其中最大持股部位 OMFL 佔據整體投資組合約 19.6% 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
Q
市值: US$5.0萬
本季最大獲利了結 / 清倉標的
HRMY
前期市值: US$30.8萬
在 Q4 2025 季度中，Deseret Mutual Benefit Administrators 共進行了 172 項持倉異動，包含新建倉 1 個部位、加碼 103 個部位、減碼 65 個部位以及清倉 3 個部位。 其中最大新建倉標的為 Q。 本季清倉部位包含 HRMY。
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。