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: 0001479844
申報總市值
US$62.4億
US$62.4億
939 檔
21.0%
在 Q2 2025 申報期間，Diversified Trust Co（CIK: 0001479844）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$62.4億，共持有 939 個公開申報部位。
Diversified Trust Co 於 Q2 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Diversified Trust Co 的前 5 大核心持股（包含 VOO, VEU, INTL- ACADIAN - COM 等）合計佔整體申報市值的 21.0%，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 939 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 10.10% | +0.03% | +0.39% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 6.38% | -0.11% | +10.14% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 4.89% | +0.15% | +8.70% | |
| 4 | ✓ | Intl - Causeway - Com | 股票-其他 | 3.88% | +0.08% | +7.96% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 3.85% | -0.12% | +7.37% | |
| 6 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 3.62% | -0.72% | +899.96% | |
| 7 | ✓ | Dtc US Active Equity - Westfield Com | 股票-其他 | 3.28% | -0.05% | — | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.94% | -0.16% | -0.21% | |
| 9 | UBS 0 01-18-13 008N債券 | UBS AG | 債券 | 2.85% | -0.08% | +7.21% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.59% | -0.07% | -1.30% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.38% | -0.26% | -3.32% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.26% | +0.03% | -0.72% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.99% | +0.10% | +7.61% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.57% | -0.11% | +6.31% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.30% | -0.12% | -3.67% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.25% | -0.07% | -0.65% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.23% | -11.70% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | +0.07% | -0.83% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.90% | +0.07% | -0.91% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.87% | -0.15% | +1.87% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.86% | -0.01% | +13.48% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.82% | -0.07% | +520.47% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | -0.02% | +2.77% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.01% | +5.36% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.04% | -7.32% | |
| 26 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.51% | — | +0.02% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.18% | -0.53% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.04% | -2.37% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.02% | -9.92% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.39% | -0.04% | -1.29% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.37% | -0.07% | +2.50% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.37% | -0.04% | -0.06% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.37% | +0.04% | -23.22% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.35% | -0.04% | -3.80% | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.34% | -0.04% | -14.38% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.33% | -0.04% | +3.79% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.33% | -0.01% | -11.51% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.32% | +0.07% | -3.41% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.32% | -0.10% | +46.44% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.32% | +0.01% | +0.45% | |
| 41 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.31% | +0.01% | +35.34% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.30% | -0.02% | -4.48% | |
| 43 | ✓ | Lsv Global Concentrated | 股票-其他 | 0.30% | — | +0.89% | |
| 44 | COR | Cencora Inc | 股票-醫療保健 | 0.30% | +0.01% | -11.61% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.29% | +0.12% | +1.32% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | -0.04% | -0.28% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.27% | +0.04% | -6.06% | |
| 48 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.27% | -0.03% | -13.27% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.27% | -0.01% | +3.04% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.26% | -0.04% | -0.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.7% | +520.47% | 加碼 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +10.14% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | -0.72% | 減碼 |
| 4 | ✓ | Intl- Acadian - Com | +0.4% | +8.70% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.3% | -3.32% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.3% | -0.83% | 減碼 |
| 7 | ✓ | Intl - Causeway - Com | +0.3% | +7.96% | 加碼 |
| 8 | LAZ | Lazard, Inc. | +0.3% | +7.37% | 加碼 |
| 9 | ✓ | Dtc US Active Equity - Westfield Com | +0.2% | — | 不變 |
| 10 | UBS 0 01-18-13 008N債券 | UBS AG | +0.2% | +7.21% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.2% | +46.44% | 加碼 |
| 12 | VXF | Vanguard Extended Market ETF | +0.1% | +7.61% | 加碼 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +135.13% | 加碼 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -3.67% | 減碼 |
| 15 | IPMLF | Imperial Metals CORP | +0.1% | — | 不變 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.31% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +39.87% | 加碼 |
| 18 | IQV | Iqvia Holdings Inc | +0.1% | +1415.21% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | +8.74% | 加碼 |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +183.20% | 加碼 |
| 21 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 22 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | NEW | 新建倉 |
| 23 | IWB | Ishares Russell 1000 ETF | +0.1% | +87.48% | 加碼 |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +13.48% | 加碼 |
| 25 | AMAT | Applied Materials Inc | +0.1% | +45.58% | 加碼 |
| 26 | EQIX | Equinix Inc | +0.1% | +416.39% | 加碼 |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | 新建倉 |
| 28 | TSLA | Tesla Inc | +0.1% | +2.50% | 加碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +56.00% | 加碼 |
| 30 | AMD | Advanced Micro Devices | +0.1% | +201.52% | 加碼 |
| 31 | CARE | Carter Bankshares Inc | +0.1% | NEW | 新建倉 |
| 32 | QLTY | Gmo U.s. Quality ETF | 0% | +33.56% | 加碼 |
| 33 | AMZN | Amazon.com Inc | 0% | -0.65% | 減碼 |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +5.36% | 加碼 |
| 35 | ELV | Elevance Health Inc | 0% | +35.34% | 加碼 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.87% | 加碼 |
| 37 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.77% | 加碼 |
| 38 | VOO | Vanguard S&p 500 ETF | -0.1% | +0.39% | 加碼 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.30% | 減碼 |
| 40 | TRGP | Targa Resources CORP | -0.1% | EXIT | 清倉 |
| 41 | DKNG | Draftkings Inc-cl A | -0.1% | EXIT | 清倉 |
| 42 | RBA | Rb Global Inc | -0.1% | -63.23% | 減碼 |
| 43 | KMB | Kimberly-clark CORP | -0.1% | -30.94% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -23.22% | 減碼 |
| 45 | AON | Aon plc | -0.1% | -55.43% | 減碼 |
| 46 | AZO | Autozone Inc | -0.1% | -24.23% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -7.32% | 減碼 |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -3.41% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | -0.21% | 減碼 |
| 50 | COKE | Coca-cola Consolidated Inc | -1.3% | +899.96% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Diversified Trust Co 在 Q2 2025 季度的美股持倉總市值約為 US$62.4億，共申報了 939 個公開持股部位。
在 Q2 2025 季度，Diversified Trust Co 按市值排列的前三大核心持股分別為：VOO (10.1%)、VEU (6.4%)、INTL- ACADIAN - COM (4.9%)。其中最大持股部位 VOO 佔據整體投資組合約 10.1% 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
MELI
市值: US$332.2萬
本季最大獲利了結 / 清倉標的
TRGP
前期市值: US$230.9萬
在 Q2 2025 季度中，Diversified Trust Co 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 28 個部位、減碼 14 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MELI。 本季清倉部位包含 TRGP。
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。