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
139 檔
21.4%
Grace & White Inc /ny 在 Q3 2025 季度的美股部位總計估值為 US$6.3億，分散於 139 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Grace & White Inc /ny 展現了靈活的資產再平衡步調，透過出清 2 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 UNM, AIT, SIG）累計市值佔比達 21.4%，是驅動 Grace & White Inc /ny 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 | UNM | Unum Group | 股票-金融 | 6.78% | +0.60% | -0.91% | |
| 2 | AIT | Applied Industrial Tech Inc | 股票-工業 | 6.65% | +0.84% | -1.98% | |
| 3 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 4.16% | -0.31% | -1.66% | |
| 4 | INGR | Ingredion Inc | 股票-非循環性消費 | 3.17% | -0.55% | +1.13% | |
| 5 | FSLR | First Solar Inc | 股票-科技 | 3.16% | +0.10% | -0.73% | |
| 6 | TRMLF | Tourmaline Oil CORP | 股票-其他 | 3.08% | -0.73% | -0.25% | |
| 7 | NUE | Nucor CORP | 股票-原物料 | 3.00% | +0.15% | -0.24% | |
| 8 | EG | Everest Group, Ltd. | 股票-金融 | 2.92% | -0.06% | — | |
| 9 | WSO | Watsco Inc | 股票-工業 | 2.78% | +0.07% | -0.25% | |
| 10 | GRC | Gorman-rupp Co | 股票-其他 | 2.78% | +0.48% | -2.78% | |
| 11 | MFC | Manulife Financial CORP | 股票-金融 | 2.36% | +0.13% | -1.19% | |
| 12 | ALG | Alamo Group Inc | 股票-其他 | 2.26% | -0.15% | -0.52% | |
| 13 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.12% | +0.54% | — | |
| 14 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.08% | -0.20% | -0.21% | |
| 15 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.91% | +0.22% | -0.27% | |
| 16 | BHF | Brighthouse Financial Inc | 股票-金融 | 1.82% | -0.10% | -0.41% | |
| 17 | CTO | Cto Realty Growth Inc | 股票-其他 | 1.77% | -0.03% | +4.46% | |
| 18 | AEG | Aegon Ltd-ny Reg Shr | 股票-其他 | 1.63% | -0.13% | -7.58% | |
| 19 | KIM | Kimco Realty CORP | 股票-房地產 | 1.53% | +0.02% | +3.30% | |
| 20 | ORN | Orion Group Holdings Inc | 股票-其他 | 1.47% | +0.44% | -0.94% | |
| 21 | KE | Kimball Electronics Inc | 股票-其他 | 1.40% | -0.01% | -3.40% | |
| 22 | ✓ | Asia Financial Holdings LTD Sh | 股票-其他 | 1.32% | -0.12% | -0.44% | |
| 23 | ✓ | Swatch Group AG Namen Akt | 股票-其他 | 1.25% | +0.01% | -0.27% | |
| 24 | SCL | Stepan Co | 股票-其他 | 1.19% | — | -1.01% | |
| 25 | INN | Summit Hotel Properties Inc | 股票-其他 | 1.19% | +0.17% | -0.69% | |
| 26 | ✓ | Holmen Ab-b | 股票-其他 | 1.15% | -0.10% | +4.73% | |
| 27 | NTR | Nutrien LTD | 股票-原物料 | 1.13% | -0.29% | -0.55% | |
| 28 | GEOS | Geospace Technologies CORP | 股票-其他 | 1.05% | -0.30% | -4.78% | |
| 29 | ✓ | Danieli & Co. | 股票-其他 | 1.04% | +0.03% | — | |
| 30 | ALRS | Alerus Financial CORP | 股票-其他 | 1.00% | +0.16% | — | |
| 31 | PNX 7.45 01-15-32債券 | Phoenix Companies Inc | 債券 | 0.94% | -0.05% | — | |
| 32 | CALY | Callaway Golf Company | 股票-其他 | 0.88% | +0.14% | -9.33% | |
| 33 | BBT | Beacon Financial CORP | 股票-其他 | 0.81% | -0.09% | -2.21% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.79% | -0.02% | — | |
| 35 | FTEK | Fuel Tech Inc | 股票-其他 | 0.79% | +0.21% | -8.74% | |
| 36 | BWEN | Broadwind Inc | 股票-其他 | 0.79% | +0.63% | -0.14% | |
| 37 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.78% | -0.15% | -1.94% | |
| 38 | AHQ | American Woodmark CORP | 股票-其他 | 0.78% | -0.91% | EXIT | |
| 39 | ✓ | Grupo Rotoplas Sab De Cv | 股票-其他 | 0.74% | +0.03% | -1.14% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.73% | -0.05% | — | |
| 41 | MUR | Murphy Oil CORP | 股票-能源 | 0.72% | -0.30% | -20.43% | |
| 42 | APOG | Apogee Enterprises Inc | 股票-其他 | 0.71% | +0.05% | -0.91% | |
| 43 | TWIN | Twin Disc Inc | 股票-其他 | 0.68% | +0.17% | -3.43% | |
| 44 | CSWC | Capital Southwest CORP | 股票-其他 | 0.65% | -0.04% | -3.84% | |
| 45 | ✓ | Cimc Enric Holdings LTD Shs | 股票-其他 | 0.63% | -0.03% | -0.81% | |
| 46 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.62% | -0.02% | -13.47% | |
| 47 | CTRA | Coterra Energy Inc | 股票-能源 | 0.61% | -0.90% | EXIT | |
| 48 | SNT | Senstar Technologies CORP | 股票-其他 | 0.59% | -0.11% | -2.56% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.58% | -0.10% | -5.02% | |
| 50 | DVN | Devon Energy CORP | 股票-能源 | 0.58% | +0.47% | -6.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SIG | Signet Jewelers Limited | +1.4% | -1.66% | 減碼 |
| 2 | FSLR | First Solar Inc | +1.3% | -0.73% | 加碼 |
| 3 | GEOS | Geospace Technologies CORP | +0.6% | -4.78% | 加碼 |
| 4 | KE | Kimball Electronics Inc | +0.6% | -3.40% | 減碼 |
| 5 | ORN | Orion Group Holdings Inc | +0.5% | -0.94% | 加碼 |
| 6 | GRC | Gorman-rupp Co | +0.5% | -2.78% | 減碼 |
| 7 | FTEK | Fuel Tech Inc | +0.4% | -8.74% | 減碼 |
| 8 | WST | West Pharmaceutical Services | +0.4% | — | 加碼 |
| 9 | ✓ | Danieli & Co. | +0.3% | — | 不變 |
| 10 | AIT | Applied Industrial Tech Inc | +0.3% | -1.98% | 減碼 |
| 11 | UCTT | Ultra Clean Holdings Inc | +0.3% | — | 加碼 |
| 12 | TWIN | Twin Disc Inc | +0.3% | -3.43% | 加碼 |
| 13 | WSM | Williams-sonoma Inc | +0.3% | -0.27% | 加碼 |
| 14 | BWEN | Broadwind Inc | +0.2% | -0.14% | 減碼 |
| 15 | MSFT | Microsoft CORP | +0.2% | — | 不變 |
| 16 | NUE | Nucor CORP | +0.2% | -0.24% | 加碼 |
| 17 | CALY | Callaway Golf Company | +0.2% | -9.33% | 減碼 |
| 18 | ✓ | Cimc Enric Holdings LTD Shs | +0.1% | -0.81% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 20 | KIM | Kimco Realty CORP | +0.1% | +3.30% | 加碼 |
| 21 | ALRS | Alerus Financial CORP | +0.1% | — | 不變 |
| 22 | SNT | Senstar Technologies CORP | +0.1% | -2.56% | 減碼 |
| 23 | NTR | Nutrien LTD | +0.1% | -0.55% | 減碼 |
| 24 | PNX 7.45 01-15-32債券 | Phoenix Companies Inc | +0.1% | — | 不變 |
| 25 | ✓ | Grupo Rotoplas Sab De Cv | +0.1% | -1.14% | 減碼 |
| 26 | GNLAF | Genesis Land Development Co | +0.1% | -0.51% | 加碼 |
| 27 | ✓ | Swatch Group AG Namen Akt | 0% | -0.27% | 減碼 |
| 28 | ALG | Alamo Group Inc | 0% | -0.52% | 減碼 |
| 29 | PTEN | Patterson-uti Energy Inc | -0.2% | — | 不變 |
| 30 | BF-A | Brown-forman Corp-class A | -0.2% | -1.23% | 減碼 |
| 31 | CTRA | Coterra Energy Inc | -0.2% | -2.61% | 減碼 |
| 32 | SCL | Stepan Co | -0.2% | -1.01% | 加碼 |
| 33 | MUR | Murphy Oil CORP | -0.3% | -20.43% | 減碼 |
| 34 | AEG | Aegon Ltd-ny Reg Shr | -0.3% | -7.58% | 減碼 |
| 35 | WPRT | Westport Fuel Systems Inc | -0.3% | +0.13% | 加碼 |
| 36 | UPS | United Parcel Service-cl B | -0.3% | — | 不變 |
| 37 | BHF | Brighthouse Financial Inc | -0.3% | -0.41% | 減碼 |
| 38 | EG | Everest Group, Ltd. | -0.4% | — | 不變 |
| 39 | AHQ | American Woodmark CORP | -0.4% | -34.68% | 減碼 |
| 40 | CTO | Cto Realty Growth Inc | -0.4% | +4.46% | 加碼 |
| 41 | INGR | Ingredion Inc | -0.6% | +1.13% | 加碼 |
| 42 | TRMLF | Tourmaline Oil CORP | -0.7% | -0.25% | 減碼 |
| 43 | BF-B | Brown-forman Corp-class B | -0.8% | -0.21% | 減碼 |
| 44 | UNM | Unum Group | -1% | -0.91% | 減碼 |
| 45 | WSO | Watsco Inc | -1% | -0.25% | 減碼 |
| 46 | OESX | Orion Energy Systems Inc | — | NEW | 新建倉 |
| 47 | OESXUSD | Orion Energy Systems Inc | — | EXIT | 清倉 |
| 48 | AVA | Avista CORP | — | NEW | 新建倉 |
| 49 | AUB | Atlantic Union Bankshares Co | — | NEW | 新建倉 |
| 50 | SD2 | Sandy Spring Bancorp Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Grace & White Inc /ny 在 Q3 2025 季度的美股持倉總市值約為 US$6.3億，共申報了 139 個公開持股部位。
在 Q3 2025 季度，Grace & White Inc /ny 按市值排列的前三大核心持股分別為：UNM (6.8%)、AIT (6.7%)、SIG (4.2%)。其中最大持股部位 UNM 佔據整體投資組合約 6.8% 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
OESX
市值: US$258.0萬
本季最大獲利了結 / 清倉標的
OESXUSD
前期市值: US$200.8萬
在 Q3 2025 季度中，Grace & White Inc /ny 共進行了 42 項持倉異動，包含新建倉 3 個部位、加碼 15 個部位、減碼 22 個部位以及清倉 2 個部位。 其中最大新建倉標的為 OESX。 本季清倉部位包含 OESXUSD。
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。