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
1038 檔
26.6%
Diversified Trust Co 在 Q4 2025 季度的美股部位總計估值為 US$62.4億，分散於 1038 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 Diversified Trust Co 積極進場，新開立 1 個部位並同步加碼 33 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VOO, VEU, INTL- ACADIAN - COM）累計市值佔比達 26.6%，是驅動 Diversified Trust Co 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 1038 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 | 10.25% | +0.03% | +7.23% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.10% | -0.11% | +16.94% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 5.24% | +0.15% | +8.88% | |
| 4 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 4.13% | -0.72% | +0.01% | |
| 5 | ✓ | Intl - Causeway - Com | 股票-其他 | 3.81% | +0.08% | — | |
| 6 | LAZ | Lazard, Inc. | 股票-金融 | 3.79% | -0.12% | +1.02% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.40% | -0.16% | +3.11% | |
| 8 | ✓ | Dtc US Active Equity - Westfield Com | 股票-其他 | 3.06% | -0.05% | — | |
| 9 | UBS 0 01-18-13 008N債券 | UBS AG | 債券 | 2.90% | -0.08% | +11.29% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | +0.03% | -1.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.30% | -0.07% | -2.20% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.07% | -0.26% | +0.30% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.94% | +0.10% | +4.52% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.67% | -0.11% | +13.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.65% | +0.23% | -1.75% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.04% | -0.07% | -3.47% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.12% | +4.13% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.97% | +0.07% | +2.18% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.90% | -0.15% | +32.76% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | +0.07% | +7.85% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.68% | -0.01% | +1.08% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | -0.02% | +2.42% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.04% | +6.80% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.62% | -0.04% | +1.61% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.04% | +32.47% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.02% | +1.23% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.01% | +9.64% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.54% | -0.07% | -22.52% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.47% | +0.12% | +20.64% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.46% | -0.07% | +8.19% | |
| 31 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.44% | — | -4.63% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.04% | -0.59% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | -0.04% | +28.99% | |
| 34 | IPMLF | Imperial Metals CORP | 股票-其他 | 0.40% | -0.09% | — | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | -0.04% | -3.50% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.34% | +0.06% | +49.51% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.34% | -0.04% | +4.04% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.32% | +0.01% | -2.20% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.31% | -0.04% | +10.72% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.29% | +0.07% | +5.51% | |
| 41 | ✓ | Lsv Global Concentrated | 股票-其他 | 0.28% | — | +3.70% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.27% | — | +2.76% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.27% | +0.21% | +1.98% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | -0.01% | +1.44% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.26% | -0.01% | +8.09% | |
| 46 | RY | Royal Bank Of Canada | 股票-金融 | 0.26% | -0.03% | +3.87% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.26% | -0.10% | +2.99% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.25% | -0.02% | -11.87% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.24% | -0.01% | -5.46% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.24% | -0.01% | +1.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +16.94% | 加碼 |
| 2 | COKE | Coca-cola Consolidated Inc | +0.7% | +0.01% | 加碼 |
| 3 | ✓ | Intl- Acadian - Com | +0.3% | +8.88% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.75% | 減碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +32.76% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +20.64% | 加碼 |
| 7 | IPMLF | Imperial Metals CORP | +0.2% | — | 不變 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +6.80% | 加碼 |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.23% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +32.47% | 加碼 |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.04% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +49.51% | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.1% | +114.58% | 加碼 |
| 14 | ASML | ASML Holding N.V. | +0.1% | +281.46% | 加碼 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +28.99% | 加碼 |
| 16 | OMC | Omnicom Group | +0.1% | +96.81% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | +3.11% | 加碼 |
| 18 | MU | Micron Technology Inc | +0.1% | +9.26% | 加碼 |
| 19 | GSK | Gsk Plc-spon Adr | +0.1% | +195.85% | 加碼 |
| 20 | TEAM | Atlassian Corp-cl A | +0.1% | +244.77% | 加碼 |
| 21 | PH | Parker Hannifin CORP | +0.1% | +411.01% | 加碼 |
| 22 | UBS 0 01-18-13 008N債券 | UBS AG | 0% | +11.29% | 加碼 |
| 23 | MRK | Merck & Co. Inc. | 0% | -3.50% | 減碼 |
| 24 | COST | Costco Wholesale CORP | 0% | +39.41% | 加碼 |
| 25 | IQV | Iqvia Holdings Inc | 0% | +14.79% | 加碼 |
| 26 | KO | Coca-cola Co/the | 0% | +7.85% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +9.64% | 加碼 |
| 28 | BAC | Bank Of America CORP | 0% | +10.72% | 加碼 |
| 29 | CB | Chubb Limited | 0% | +4.04% | 加碼 |
| 30 | AVGO | Broadcom Inc | 0% | +2.18% | 加碼 |
| 31 | IWB | Ishares Russell 1000 ETF | -0.1% | -27.91% | 減碼 |
| 32 | ✓ | Intl - Causeway - Com | -0.1% | — | 不變 |
| 33 | SCHG | Schwab US Large-cap Growth | -0.1% | -58.63% | 減碼 |
| 34 | ORCL | Oracle CORP | -0.1% | +9.36% | 加碼 |
| 35 | VXF | Vanguard Extended Market ETF | -0.1% | +4.52% | 加碼 |
| 36 | VZ | Verizon Communications Inc | -0.1% | -80.34% | 減碼 |
| 37 | LOW | Lowe's Cos Inc | -0.1% | -20.63% | 減碼 |
| 38 | HD | Home Depot Inc | -0.1% | -17.03% | 減碼 |
| 39 | AZO | Autozone Inc | -0.1% | -4.26% | 減碼 |
| 40 | LAZ | Lazard, Inc. | -0.1% | +1.02% | 加碼 |
| 41 | NFLX | Netflix Inc | -0.1% | +594.03% | 加碼 |
| 42 | FISV | Fiserv Inc | -0.1% | -76.00% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -0.2% | +4.13% | 加碼 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -22.52% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -49.59% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.2% | -1.88% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.30% | 加碼 |
| 48 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清倉 |
| 49 | CPAY | Corpay Inc | — | EXIT | 清倉 |
| 50 | FWONK | Liberty Media Corp-formula-c | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Diversified Trust Co 在 Q4 2025 季度的美股持倉總市值約為 US$62.4億，共申報了 1038 個公開持股部位。
在 Q4 2025 季度，Diversified Trust Co 按市值排列的前三大核心持股分別為：VOO (10.3%)、VEU (7.1%)、INTL- ACADIAN - COM (5.2%)。其中最大持股部位 VOO 佔據整體投資組合約 10.3% 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
FWONK
市值: US$246.9萬
本季最大獲利了結 / 清倉標的
IPG
前期市值: US$373.2萬
在 Q4 2025 季度中，Diversified Trust Co 共進行了 48 項持倉異動，包含新建倉 1 個部位、加碼 33 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 FWONK。 本季清倉部位包含 IPG。
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。