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: 0002037264
申報總市值
US$20.7億
US$20.7億
394 檔
39.3%
截至 Q4 2025 季度末，Diversified Enterprises, LLC 的美股持倉估值約為 US$20.7億，全數申報部位共有 394 檔。
在 Q4 2025，Diversified Enterprises, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 71 個新部位，並對 119 個既有持股進行加碼（合計增持 190 檔），相較減碼與清倉部位顯著佔優。
整體而言，Diversified Enterprises, LLC 的前 5 大持股（包含 SCHX, VIG, OSEA）貢獻了組合市值的 39.3%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 394 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 27.15% | +1.26% | +2.92% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.69% | +0.11% | +3.87% | |
| 3 | OSEA | Harbor Intl Compounders ETF | ETF-其他 | 4.77% | -0.09% | +4.75% | |
| 4 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 3.93% | -0.07% | +4.88% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 3.81% | +0.36% | -0.99% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.47% | +0.04% | -1.54% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.94% | -0.10% | +3.59% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.91% | +0.35% | +3.97% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.61% | -0.21% | +6.04% | |
| 10 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.40% | -0.09% | +16.61% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.09% | -0.17% | +2.88% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.66% | +0.03% | +22.18% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | +0.04% | +44.23% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.24% | +0.11% | -1.50% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.06% | -0.06% | +4.20% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.05% | -0.09% | +46.68% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.92% | -0.12% | -0.97% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.69% | -0.57% | +1.48% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.68% | -0.05% | +16.54% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | +0.05% | +57.39% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.58% | — | +9.29% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.55% | +0.03% | +80.05% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.54% | — | +12.58% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | -0.01% | +25.39% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | -0.05% | -8.51% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.46% | +0.01% | -3.12% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | +0.01% | +16.67% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | +0.07% | +1.78% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.40% | +0.01% | +44.56% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.39% | — | +24.30% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | +0.04% | +29.76% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.14% | +42.71% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.36% | +0.04% | +21.60% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | -0.01% | +28.23% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.30% | -0.02% | +67.42% | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.29% | +0.01% | +13.15% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.29% | — | +30.08% | |
| 38 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.28% | -0.01% | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.27% | +0.02% | +16.97% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.27% | — | -0.96% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.26% | -0.01% | +13.63% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.26% | +0.03% | +61.32% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.26% | +0.02% | -15.58% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | — | +39.92% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | +0.04% | +7.21% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.24% | -0.02% | +21.94% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.23% | -0.02% | +0.27% | |
| 48 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.22% | -0.02% | -0.26% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.22% | +0.01% | +9.40% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.21% | — | +28.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.3% | +44.23% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +57.39% | 加碼 |
| 3 | AAPL | Apple Inc | +0.2% | +22.18% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +80.05% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.2% | +46.68% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.1% | +21.60% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +29.76% | 加碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +44.56% | 加碼 |
| 9 | ACIO | Aptus Collared Invest Opp | +0.1% | +16.61% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +42.71% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | +61.32% | 加碼 |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +439.36% | 加碼 |
| 13 | MA | Mastercard Inc - A | +0.1% | +148.30% | 加碼 |
| 14 | TSLA | Tesla Inc | +0.1% | +93.84% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +67.42% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +25.39% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +58.75% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +197.56% | 加碼 |
| 19 | TMUS | T-mobile US Inc | +0.1% | +536.90% | 加碼 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +39.92% | 加碼 |
| 21 | SCHG | Schwab US Large-cap Growth | +0.1% | +30.08% | 加碼 |
| 22 | PWR | Quanta Services Inc | +0.1% | +96.29% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +86.95% | 加碼 |
| 24 | SEIV | Sei Qim US Large Cap Value A | +0.1% | +87.14% | 加碼 |
| 25 | COF | Capital One Financial CORP | +0.1% | +206.90% | 加碼 |
| 26 | SEIM | Sei Qim US Large Cap Momentu | +0.1% | +90.91% | 加碼 |
| 27 | TMO | Thermo Fisher Scientific Inc | +0.1% | +98.65% | 加碼 |
| 28 | ISRG | Intuitive Surgical Inc | +0.1% | +96.56% | 加碼 |
| 29 | HCA | Hca Healthcare Inc | +0.1% | +282.13% | 加碼 |
| 30 | MCD | Mcdonald's CORP | +0.1% | +67.91% | 加碼 |
| 31 | CTAS | Cintas CORP | +0.1% | +371.58% | 加碼 |
| 32 | AMD | Advanced Micro Devices | +0.1% | +167.90% | 加碼 |
| 33 | CRM | Salesforce Inc | +0.1% | +198.88% | 加碼 |
| 34 | ASML | ASML Holding N.V. | +0.1% | +188.61% | 加碼 |
| 35 | VTV | Vanguard Value ETF | 0% | +24.30% | 加碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +28.23% | 加碼 |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | +53.28% | 加碼 |
| 38 | HYD | Vaneck High Yield Muni ETF | 0% | +93.75% | 加碼 |
| 39 | TJX | Tjx Companies Inc | 0% | +123.91% | 加碼 |
| 40 | BND | Vanguard Total Bond Market | 0% | +56.74% | 加碼 |
| 41 | SCHA | Schwab US Small-cap ETF | 0% | +78.47% | 加碼 |
| 42 | SCHV | Schwab US Large-cap Value | 0% | +28.02% | 加碼 |
| 43 | ABBV | Abbvie Inc | 0% | +36.59% | 加碼 |
| 44 | BAC | Bank Of America CORP | 0% | +41.74% | 加碼 |
| 45 | CAT | Caterpillar Inc | 0% | +25.59% | 加碼 |
| 46 | LIN | Linde plc | 0% | +282.65% | 加碼 |
| 47 | MRK | Merck & Co. Inc. | 0% | +41.76% | 加碼 |
| 48 | PFE | Pfizer Inc | 0% | +88.69% | 加碼 |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +87.03% | 加碼 |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +145.43% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Diversified Enterprises, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$20.7億，共申報了 394 個公開持股部位。
在 Q4 2025 季度，Diversified Enterprises, LLC 按市值排列的前三大核心持股分別為：SCHX (27.1%)、VIG (8.7%)、OSEA (4.8%)。其中最大持股部位 SCHX 佔據整體投資組合約 27.1% 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
FSK
市值: US$471.1萬
本季最大獲利了結 / 清倉標的
ROP
前期市值: US$38.3萬
在 Q4 2025 季度中，Diversified Enterprises, LLC 共進行了 200 項持倉異動，包含新建倉 71 個部位、加碼 119 個部位、減碼 5 個部位以及清倉 5 個部位。 其中最大新建倉標的為 FSK。 本季清倉部位包含 ROP。
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。