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: 0001265376
申報總市值
US$10.4億
US$10.4億
68 檔
59.8%
George Kaiser Family Foundation 在 Q2 2025 季度的美股部位總計估值為 US$10.4億，分散於 68 個持倉標的之中，反映其市場參與廣度與投資規模。
George Kaiser Family Foundation 於 Q2 2025 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 58 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。
從部位權重觀察，前 5 大標的（包含 BOKF, EE, SPY）累計市值佔比達 59.8%，是驅動 George Kaiser Family Foundation 該季度整體投資組合績效表現的核心支柱。
| # | 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 | BOKF | Bok Financial Corporation | 股票-其他 | 47.30% | -3.93% | — | |
| 2 | EE | Excelerate Energy Inc-a | 股票-其他 | 33.19% | -1.08% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.52% | +2.21% | +52.71% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 2.97% | +1.97% | +48.15% | |
| 5 | ASPN | Aspen Aerogels Inc | 股票-其他 | 2.70% | +0.70% | — | |
| 6 | JBL | Jabil Inc | 股票-科技 | 1.07% | +0.18% | +1.05% | |
| 7 | NOW | Servicenow Inc | 股票-科技 | 0.82% | -0.06% | -8.63% | |
| 8 | INTA | Intapp Inc | 股票-其他 | 0.77% | -0.15% | +5.80% | |
| 9 | TDG | Transdigm Group Inc | 股票-工業 | 0.74% | -0.01% | +1515.79% | |
| 10 | FROG | JFrog Ltd. | 股票-科技 | 0.70% | +0.26% | -5.28% | |
| 11 | DSGX | Descartes Systems Grp/the | 股票-科技 | 0.51% | -0.04% | +1.05% | |
| 12 | ALKT | Alkami Technology Inc | 股票-其他 | 0.50% | -0.01% | +1.67% | |
| 13 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.46% | -0.08% | +16.27% | |
| 14 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.44% | — | -13.19% | |
| 15 | TYL | Tyler Technologies Inc | 股票-科技 | 0.36% | -0.06% | +1.05% | |
| 16 | BOC | Boston Omaha Corp-cl A | 股票-其他 | 0.29% | -0.01% | — | |
| 17 | PCOR | Procore Technologies Inc | 股票-科技 | 0.23% | -0.09% | +1.05% | |
| 18 | HURC | Hurco Companies Inc | 股票-其他 | 0.12% | +0.05% | +57.28% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.11% | +0.10% | +117.73% | |
| 20 | AXON | Axon Enterprise Inc | 股票-工業 | 0.10% | — | +37.40% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.09% | +0.10% | +47.36% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.09% | — | +38.64% | |
| 23 | AMRN | Amarin CORP PLC -adr | 股票-其他 | 0.09% | +0.06% | NEW | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.08% | +0.16% | +49.70% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.08% | +0.10% | +53.15% | |
| 26 | INTU | Intuit Inc | 股票-科技 | 0.08% | -0.03% | EXIT | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.08% | -0.04% | +54.24% | |
| 28 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.08% | — | +46.38% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.07% | +0.18% | +48.07% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.07% | -0.01% | +50.39% | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 0.07% | -0.02% | +50.48% | |
| 32 | TT | Trane Technologies plc | 股票-工業 | 0.07% | -0.01% | +48.85% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.07% | +0.16% | +49.13% | |
| 34 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.07% | +0.02% | +46.22% | |
| 35 | ANETEUR | Arista Networks Inc | 股票-其他 | 0.07% | — | — | |
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.07% | +0.04% | +48.22% | |
| 37 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.07% | -0.04% | +61.35% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.07% | +0.17% | +47.67% | |
| 39 | SNPS | Synopsys Inc | 股票-科技 | 0.07% | -0.04% | EXIT | |
| 40 | MCO | Moody's CORP | 股票-金融 | 0.07% | — | +50.17% | |
| 41 | CTAS | Cintas CORP | 股票-工業 | 0.06% | — | +45.05% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.06% | +0.17% | +48.77% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.06% | +0.04% | +47.31% | |
| 44 | AZO | Autozone Inc | 股票-循環性消費 | 0.06% | -0.01% | +41.67% | |
| 45 | BX | Blackstone Inc | 股票-金融 | 0.06% | — | +51.70% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.06% | -0.01% | +46.89% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.06% | -0.01% | +50.46% | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.06% | -0.01% | +2006.67% | |
| 49 | WM | Waste Management Inc | 股票-工業 | 0.06% | -0.01% | +43.68% | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.06% | -0.01% | +48.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +52.71% | 加碼 |
| 2 | IWL | Ishares Russell Top 200 ETF | +1.1% | +48.15% | 加碼 |
| 3 | TDG | Transdigm Group Inc | +0.7% | +1515.79% | 加碼 |
| 4 | JBL | Jabil Inc | +0.4% | +1.05% | 加碼 |
| 5 | FROG | JFrog Ltd. | +0.2% | -5.28% | 減碼 |
| 6 | NOW | Servicenow Inc | +0.1% | -8.63% | 減碼 |
| 7 | EE | Excelerate Energy Inc-a | +0.1% | — | 不變 |
| 8 | AMRN | Amarin CORP PLC -adr | +0.1% | NEW | 新建倉 |
| 9 | ANETEUR | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 10 | ALKT | Alkami Technology Inc | +0.1% | +1.67% | 加碼 |
| 11 | TW | Tradeweb Markets Inc-class A | +0.1% | +16.27% | 加碼 |
| 12 | HURC | Hurco Companies Inc | +0.1% | +57.28% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.1% | +47.36% | 加碼 |
| 14 | AXON | Axon Enterprise Inc | +0.1% | +37.40% | 加碼 |
| 15 | NFLX | Netflix Inc | 0% | +38.64% | 加碼 |
| 16 | NVDA | Nvidia CORP | 0% | +49.70% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 0% | +53.15% | 加碼 |
| 18 | LRCX | Lam Research CORP | 0% | +54.24% | 加碼 |
| 19 | MELI | Mercadolibre Inc | 0% | +46.38% | 加碼 |
| 20 | INTU | Intuit Inc | 0% | +47.63% | 加碼 |
| 21 | MPWR | Monolithic Power Systems Inc | 0% | +61.35% | 加碼 |
| 22 | KLAC | Kla CORP | 0% | +50.39% | 加碼 |
| 23 | MSFT | Microsoft CORP | 0% | +48.07% | 加碼 |
| 24 | ETN | Eaton Corporation plc | 0% | +50.48% | 加碼 |
| 25 | TT | Trane Technologies plc | 0% | +48.85% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | 0% | +49.13% | 加碼 |
| 27 | CDNS | Cadence Design Sys Inc | 0% | +46.22% | 加碼 |
| 28 | SNPS | Synopsys Inc | 0% | +53.43% | 加碼 |
| 29 | PANW | Palo Alto Networks Inc | 0% | +48.22% | 加碼 |
| 30 | AMZN | Amazon.com Inc | 0% | +47.67% | 加碼 |
| 31 | MCO | Moody's CORP | 0% | +50.17% | 加碼 |
| 32 | UNH | Unitedhealth Group Inc | 0% | +117.73% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +48.77% | 加碼 |
| 34 | BX | Blackstone Inc | 0% | +51.70% | 加碼 |
| 35 | ISRG | Intuitive Surgical Inc | 0% | +46.89% | 加碼 |
| 36 | CTAS | Cintas CORP | 0% | +45.05% | 加碼 |
| 37 | SPGI | S&p Global Inc | 0% | +50.46% | 加碼 |
| 38 | MA | Mastercard Inc - A | 0% | +47.31% | 加碼 |
| 39 | MSCI | Msci Inc | 0% | +49.69% | 加碼 |
| 40 | COST | Costco Wholesale CORP | 0% | +44.33% | 加碼 |
| 41 | LIN | Linde plc | 0% | +48.12% | 加碼 |
| 42 | HD | Home Depot Inc | 0% | +50.84% | 加碼 |
| 43 | SHW | Sherwin-williams Co/the | 0% | +50.71% | 加碼 |
| 44 | ✓ | Cyberark Software LTD. Cmn | 0% | -13.19% | 減碼 |
| 45 | TJX | Tjx Companies Inc | 0% | +41.48% | 加碼 |
| 46 | TLF | Tandy Leather Factory Inc | 0% | NEW | 新建倉 |
| 47 | WM | Waste Management Inc | 0% | +43.68% | 加碼 |
| 48 | FICO | Fair Isaac CORP | 0% | +45.64% | 加碼 |
| 49 | AAPL | Apple Inc | 0% | +55.50% | 加碼 |
| 50 | PGR | Progressive CORP | 0% | +44.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，George Kaiser Family Foundation 在 Q2 2025 季度的美股持倉總市值約為 US$10.4億，共申報了 68 個公開持股部位。
在 Q2 2025 季度，George Kaiser Family Foundation 按市值排列的前三大核心持股分別為：BOKF (47.3%)、EE (33.2%)、SPY (3.5%)。其中最大持股部位 BOKF 佔據整體投資組合約 47.3% 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
AMRN
市值: US$62.0萬
本季最大獲利了結 / 清倉標的
PTC
前期市值: US$380.5萬
在 Q2 2025 季度中，George Kaiser Family Foundation 共進行了 67 項持倉異動，包含新建倉 3 個部位、加碼 58 個部位、減碼 3 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AMRN。 本季清倉部位包含 PTC。
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。