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: 0000903064
申報總市值
US$6.3億
US$6.3億
137 檔
21.2%
根據最新整理的 13F 季度數據集，Grace & White Inc /ny 於 Q2 2025 結束時的管理資產規模為 US$6.3億。該機構在本季度申報了 137 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Grace & White Inc /ny 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 18 個既有持股進行加碼（合計增持 20 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 UNM, AIT, SIG）占據了總市值的 21.2%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | UNM | Unum Group | 股票-金融 | 7.37% | +0.60% | -0.22% | |
| 2 | AIT | Applied Industrial Tech Inc | 股票-工業 | 6.27% | +0.84% | -0.14% | |
| 3 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 3.64% | -0.31% | +0.56% | |
| 4 | INGR | Ingredion Inc | 股票-非循環性消費 | 3.61% | -0.55% | +0.41% | |
| 5 | TRMLF | Tourmaline Oil CORP | 股票-其他 | 3.59% | -0.73% | — | |
| 6 | WSO | Watsco Inc | 股票-工業 | 3.16% | +0.07% | -0.13% | |
| 7 | NUE | Nucor CORP | 股票-原物料 | 2.98% | +0.15% | +1.21% | |
| 8 | EG | Everest Group, Ltd. | 股票-金融 | 2.94% | -0.06% | — | |
| 9 | ALG | Alamo Group Inc | 股票-其他 | 2.70% | -0.15% | — | |
| 10 | MFC | Manulife Financial CORP | 股票-金融 | 2.54% | +0.13% | +0.93% | |
| 11 | FSLR | First Solar Inc | 股票-科技 | 2.48% | +0.10% | +3.28% | |
| 12 | GRC | Gorman-rupp Co | 股票-其他 | 2.35% | +0.48% | +0.47% | |
| 13 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.15% | -0.20% | — | |
| 14 | BHF | Brighthouse Financial Inc | 股票-金融 | 1.92% | -0.10% | -0.05% | |
| 15 | CTO | Cto Realty Growth Inc | 股票-其他 | 1.86% | -0.03% | +1.32% | |
| 16 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.83% | +0.54% | +10.65% | |
| 17 | ORN | Orion Group Holdings Inc | 股票-其他 | 1.67% | +0.44% | +1.51% | |
| 18 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.66% | +0.22% | +1.93% | |
| 19 | AEG | Aegon Ltd-ny Reg Shr | 股票-其他 | 1.65% | -0.13% | -16.48% | |
| 20 | KIM | Kimco Realty CORP | 股票-房地產 | 1.48% | +0.02% | +9.60% | |
| 21 | SCL | Stepan Co | 股票-其他 | 1.43% | — | +6.18% | |
| 22 | ✓ | Asia Financial Holdings LTD Sh | 股票-其他 | 1.30% | -0.12% | -0.09% | |
| 23 | ✓ | Holmen Ab-b | 股票-其他 | 1.18% | -0.10% | — | |
| 24 | NTR | Nutrien LTD | 股票-原物料 | 1.16% | -0.29% | — | |
| 25 | INN | Summit Hotel Properties Inc | 股票-其他 | 1.15% | +0.17% | +3.89% | |
| 26 | ✓ | Swatch Group AG Namen Akt | 股票-其他 | 1.14% | +0.01% | — | |
| 27 | ALRS | Alerus Financial CORP | 股票-其他 | 1.02% | +0.16% | — | |
| 28 | UPS | United Parcel Service-cl B | 股票-工業 | 0.99% | -0.02% | — | |
| 29 | AHQ | American Woodmark CORP | 股票-其他 | 0.99% | -0.91% | EXIT | |
| 30 | KE | Kimball Electronics Inc | 股票-其他 | 0.97% | -0.01% | +1.75% | |
| 31 | BBT | Beacon Financial CORP | 股票-其他 | 0.91% | -0.09% | — | |
| 32 | PNX 7.45 01-15-32債券 | Phoenix Companies Inc | 債券 | 0.88% | -0.05% | — | |
| 33 | GEOS | Geospace Technologies CORP | 股票-其他 | 0.86% | -0.30% | +9.62% | |
| 34 | CALY | Callaway Golf Company | 股票-其他 | 0.85% | +0.14% | -0.72% | |
| 35 | ✓ | Danieli & Co. | 股票-其他 | 0.82% | +0.03% | — | |
| 36 | ✓ | Grupo Rotoplas Sab De Cv | 股票-其他 | 0.78% | +0.03% | -1.01% | |
| 37 | FTEK | Fuel Tech Inc | 股票-其他 | 0.75% | +0.21% | -13.93% | |
| 38 | MUR | Murphy Oil CORP | 股票-能源 | 0.74% | -0.30% | +1.23% | |
| 39 | TWI | Titan International Inc | 股票-其他 | 0.74% | — | — | |
| 40 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.73% | -0.15% | +1.21% | |
| 41 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.05% | — | |
| 42 | CSWC | Capital Southwest CORP | 股票-其他 | 0.70% | -0.04% | -1.13% | |
| 43 | BWEN | Broadwind Inc | 股票-其他 | 0.70% | +0.63% | — | |
| 44 | CTRA | Coterra Energy Inc | 股票-能源 | 0.70% | -0.90% | EXIT | |
| 45 | APOG | Apogee Enterprises Inc | 股票-其他 | 0.70% | +0.05% | +20.60% | |
| 46 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.67% | -0.02% | -2.15% | |
| 47 | ✓ | Irish Residentl Pptys Reit Por | 股票-其他 | 0.62% | +0.01% | — | |
| 48 | BF-A | Brown-forman Corp-class A | 股票-其他 | 0.61% | -0.04% | — | |
| 49 | WPRT | Westport Fuel Systems Inc | 股票-其他 | 0.60% | -0.06% | — | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.60% | -0.10% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SIG | Signet Jewelers Limited | +0.9% | +0.56% | 加碼 |
| 2 | ORN | Orion Group Holdings Inc | +0.7% | +1.51% | 加碼 |
| 3 | FSLR | First Solar Inc | +0.6% | +3.28% | 加碼 |
| 4 | GEOS | Geospace Technologies CORP | +0.5% | +9.62% | 加碼 |
| 5 | ALG | Alamo Group Inc | +0.4% | — | 不變 |
| 6 | FTEK | Fuel Tech Inc | +0.4% | -13.93% | 減碼 |
| 7 | AUB | Atlantic Union Bankshares Co | +0.3% | NEW | 新建倉 |
| 8 | UCTT | Ultra Clean Holdings Inc | +0.2% | +94.97% | 加碼 |
| 9 | GHM | Graham CORP | +0.2% | — | 不變 |
| 10 | MSFT | Microsoft CORP | +0.2% | — | 不變 |
| 11 | NUE | Nucor CORP | +0.1% | +1.21% | 加碼 |
| 12 | ✓ | Grupo Rotoplas Sab De Cv | +0.1% | -1.01% | 減碼 |
| 13 | NTR | Nutrien LTD | +0.1% | — | 不變 |
| 14 | KE | Kimball Electronics Inc | +0.1% | +1.75% | 加碼 |
| 15 | ✓ | Danieli & Co. | +0.1% | — | 不變 |
| 16 | CALY | Callaway Golf Company | +0.1% | -0.72% | 減碼 |
| 17 | ALRS | Alerus Financial CORP | +0.1% | — | 不變 |
| 18 | BWEN | Broadwind Inc | +0.1% | — | 不變 |
| 19 | TWI | Titan International Inc | +0.1% | — | 不變 |
| 20 | SNT | Senstar Technologies CORP | +0.1% | -8.48% | 減碼 |
| 21 | EXCOF | Exco Technologies LTD | +0.1% | +3.84% | 加碼 |
| 22 | ✓ | Irish Residentl Pptys Reit Por | +0.1% | — | 不變 |
| 23 | TWIN | Twin Disc Inc | +0.1% | +5.68% | 加碼 |
| 24 | IIIN | Insteel Industries Inc | +0.1% | NEW | 新建倉 |
| 25 | WST | West Pharmaceutical Services | +0.1% | +10.65% | 加碼 |
| 26 | KIM | Kimco Realty CORP | +0.1% | +9.60% | 加碼 |
| 27 | PNX 7.45 01-15-32債券 | Phoenix Companies Inc | 0% | — | 不變 |
| 28 | GRC | Gorman-rupp Co | 0% | +0.47% | 加碼 |
| 29 | WSM | Williams-sonoma Inc | 0% | +1.93% | 加碼 |
| 30 | SCL | Stepan Co | 0% | +6.18% | 加碼 |
| 31 | MFC | Manulife Financial CORP | 0% | +0.93% | 加碼 |
| 32 | AIT | Applied Industrial Tech Inc | -0.1% | -0.14% | 減碼 |
| 33 | PEP | Pepsico Inc | -0.1% | — | 不變 |
| 34 | CTRA | Coterra Energy Inc | -0.1% | — | 不變 |
| 35 | PTEN | Patterson-uti Energy Inc | -0.1% | — | 不變 |
| 36 | WPRT | Westport Fuel Systems Inc | -0.1% | — | 不變 |
| 37 | DVN | Devon Energy CORP | -0.1% | — | 不變 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | — | 不變 |
| 39 | AHQ | American Woodmark CORP | -0.2% | -1.22% | 減碼 |
| 40 | BF-A | Brown-forman Corp-class A | -0.2% | — | 不變 |
| 41 | HP | Helmerich & Payne | -0.2% | +23.29% | 加碼 |
| 42 | MUR | Murphy Oil CORP | -0.2% | +1.23% | 加碼 |
| 43 | AEG | Aegon Ltd-ny Reg Shr | -0.2% | -16.48% | 減碼 |
| 44 | BHF | Brighthouse Financial Inc | -0.2% | -0.05% | 減碼 |
| 45 | CTO | Cto Realty Growth Inc | -0.3% | +1.32% | 加碼 |
| 46 | SD2 | Sandy Spring Bancorp Inc | -0.3% | EXIT | 清倉 |
| 47 | EG | Everest Group, Ltd. | -0.3% | — | 不變 |
| 48 | UNM | Unum Group | -0.4% | -0.22% | 減碼 |
| 49 | WSO | Watsco Inc | -0.6% | -0.13% | 減碼 |
| 50 | BF-B | Brown-forman Corp-class B | -0.7% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Grace & White Inc /ny 在 Q2 2025 季度的美股持倉總市值約為 US$6.3億，共申報了 137 個公開持股部位。
在 Q2 2025 季度，Grace & White Inc /ny 按市值排列的前三大核心持股分別為：UNM (7.4%)、AIT (6.3%)、SIG (3.6%)。其中最大持股部位 UNM 佔據整體投資組合約 7.4% 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
AUB
市值: US$163.7萬
本季最大獲利了結 / 清倉標的
SD2
前期市值: US$162.5萬
在 Q2 2025 季度中，Grace & White Inc /ny 共進行了 31 項持倉異動，包含新建倉 2 個部位、加碼 18 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AUB。 本季清倉部位包含 SD2。
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。