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
21.0%
根據最新整理的 13F 季度數據集，Grace & White Inc /ny 於 Q4 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。
Grace & White Inc /ny 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 32 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 UNM, AIT, NUE）占據了總市值的 21.0%，展現出該機構在 Q4 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 | 6.75% | +0.60% | -1.11% | |
| 2 | AIT | Applied Industrial Tech Inc | 股票-工業 | 6.49% | +0.84% | -1.85% | |
| 3 | NUE | Nucor CORP | 股票-原物料 | 3.59% | +0.15% | -1.66% | |
| 4 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 3.57% | -0.31% | -1.53% | |
| 5 | FSLR | First Solar Inc | 股票-科技 | 3.26% | +0.10% | -14.01% | |
| 6 | TRMLF | Tourmaline Oil CORP | 股票-其他 | 3.18% | -0.73% | -1.95% | |
| 7 | INGR | Ingredion Inc | 股票-非循環性消費 | 2.96% | -0.55% | +2.37% | |
| 8 | EG | Everest Group, Ltd. | 股票-金融 | 2.90% | -0.06% | +1.62% | |
| 9 | GRC | Gorman-rupp Co | 股票-其他 | 2.85% | +0.48% | -1.51% | |
| 10 | MFC | Manulife Financial CORP | 股票-金融 | 2.67% | +0.13% | -3.88% | |
| 11 | WSO | Watsco Inc | 股票-工業 | 2.54% | +0.07% | +8.25% | |
| 12 | BHF | Brighthouse Financial Inc | 股票-金融 | 2.17% | -0.10% | -3.21% | |
| 13 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.14% | +0.54% | -4.81% | |
| 14 | ALG | Alamo Group Inc | 股票-其他 | 1.99% | -0.15% | -0.99% | |
| 15 | CTO | Cto Realty Growth Inc | 股票-其他 | 1.94% | -0.03% | -3.87% | |
| 16 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.88% | -0.20% | -7.08% | |
| 17 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.77% | +0.22% | — | |
| 18 | ORN | Orion Group Holdings Inc | 股票-其他 | 1.66% | +0.44% | -6.23% | |
| 19 | AEG | Aegon Ltd-ny Reg Shr | 股票-其他 | 1.53% | -0.13% | -3.63% | |
| 20 | KIM | Kimco Realty CORP | 股票-房地產 | 1.48% | +0.02% | +3.31% | |
| 21 | ✓ | Asia Financial Holdings LTD Sh | 股票-其他 | 1.48% | -0.12% | -1.63% | |
| 22 | ✓ | Swatch Group AG Namen Akt | 股票-其他 | 1.41% | +0.01% | -1.62% | |
| 23 | KE | Kimball Electronics Inc | 股票-其他 | 1.32% | -0.01% | — | |
| 24 | ✓ | Danieli & Co. | 股票-其他 | 1.22% | +0.03% | — | |
| 25 | ✓ | Holmen Ab-b | 股票-其他 | 1.21% | -0.10% | +3.15% | |
| 26 | NTR | Nutrien LTD | 股票-原物料 | 1.15% | -0.29% | -3.68% | |
| 27 | SCL | Stepan Co | 股票-其他 | 1.09% | — | -9.02% | |
| 28 | INN | Summit Hotel Properties Inc | 股票-其他 | 1.06% | +0.17% | -0.87% | |
| 29 | ALRS | Alerus Financial CORP | 股票-其他 | 1.03% | +0.16% | — | |
| 30 | BWEN | Broadwind Inc | 股票-其他 | 1.02% | +0.63% | -4.34% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工業 | 0.95% | -0.02% | — | |
| 32 | GEOS | Geospace Technologies CORP | 股票-其他 | 0.93% | -0.30% | -2.15% | |
| 33 | CALY | Callaway Golf Company | 股票-其他 | 0.91% | +0.14% | -16.70% | |
| 34 | AHQ | American Woodmark CORP | 股票-其他 | 0.89% | -0.91% | EXIT | |
| 35 | BBT | Beacon Financial CORP | 股票-其他 | 0.88% | -0.09% | -4.25% | |
| 36 | PNX 7.45 01-15-32債券 | Phoenix Companies Inc | 債券 | 0.85% | -0.05% | — | |
| 37 | MUR | Murphy Oil CORP | 股票-能源 | 0.78% | -0.30% | -3.13% | |
| 38 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.76% | -0.15% | -6.99% | |
| 39 | ✓ | Cimc Enric Holdings LTD Shs | 股票-其他 | 0.74% | -0.03% | -1.16% | |
| 40 | APOG | Apogee Enterprises Inc | 股票-其他 | 0.73% | +0.05% | +21.19% | |
| 41 | TWIN | Twin Disc Inc | 股票-其他 | 0.70% | +0.17% | -14.06% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.05% | — | |
| 43 | CTRA | Coterra Energy Inc | 股票-能源 | 0.68% | -0.90% | EXIT | |
| 44 | CSWC | Capital Southwest CORP | 股票-其他 | 0.65% | -0.04% | -1.91% | |
| 45 | ✓ | Grupo Rotoplas Sab De Cv | 股票-其他 | 0.62% | +0.03% | -6.38% | |
| 46 | HP | Helmerich & Payne | 股票-能源 | 0.61% | -0.16% | -9.95% | |
| 47 | OESX | Orion Energy Systems Inc | 股票-其他 | 0.61% | +0.12% | -24.98% | |
| 48 | DVN | Devon Energy CORP | 股票-能源 | 0.60% | +0.47% | -1.28% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.58% | +0.06% | — | |
| 50 | SNT | Senstar Technologies CORP | 股票-其他 | 0.56% | -0.11% | -3.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NUE | Nucor CORP | +0.6% | -1.66% | 減碼 |
| 2 | BHF | Brighthouse Financial Inc | +0.4% | -3.21% | 減碼 |
| 3 | MFC | Manulife Financial CORP | +0.3% | -3.88% | 減碼 |
| 4 | BWEN | Broadwind Inc | +0.2% | -4.34% | 減碼 |
| 5 | ORN | Orion Group Holdings Inc | +0.2% | -6.23% | 減碼 |
| 6 | ✓ | Danieli & Co. | +0.2% | — | 不變 |
| 7 | CTO | Cto Realty Growth Inc | +0.2% | -3.87% | 減碼 |
| 8 | ✓ | Swatch Group AG Namen Akt | +0.2% | -1.62% | 減碼 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | — | 不變 |
| 10 | ✓ | Asia Financial Holdings LTD Sh | +0.2% | -1.63% | 減碼 |
| 11 | OESX | Orion Energy Systems Inc | +0.2% | -24.98% | 減碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 13 | VWDRY | Vestas Wind Systems-unsp Adr | +0.1% | — | 不變 |
| 14 | ✓ | Cimc Enric Holdings LTD Shs | +0.1% | -1.16% | 減碼 |
| 15 | AHQ | American Woodmark CORP | +0.1% | +39.71% | 加碼 |
| 16 | TRMLF | Tourmaline Oil CORP | +0.1% | -1.95% | 減碼 |
| 17 | FSLR | First Solar Inc | +0.1% | -14.01% | 減碼 |
| 18 | HP | Helmerich & Payne | +0.1% | -9.95% | 減碼 |
| 19 | ✓ | Aegon NV Shs | +0.1% | — | 不變 |
| 20 | CHRD | Chord Energy CORP | +0.1% | +90.95% | 加碼 |
| 21 | CTRA | Coterra Energy Inc | +0.1% | -1.10% | 減碼 |
| 22 | BBT | Beacon Financial CORP | +0.1% | -4.25% | 減碼 |
| 23 | CSW | Csw Industrials Inc | +0.1% | — | 不變 |
| 24 | ✓ | Holmen Ab-b | +0.1% | +3.15% | 加碼 |
| 25 | MUR | Murphy Oil CORP | +0.1% | -3.13% | 減碼 |
| 26 | UNM | Unum Group | 0% | -1.11% | 減碼 |
| 27 | MSFT | Microsoft CORP | 0% | — | 不變 |
| 28 | KIM | Kimco Realty CORP | -0.1% | +3.31% | 加碼 |
| 29 | BF-A | Brown-forman Corp-class A | -0.1% | -8.55% | 減碼 |
| 30 | GNLAF | Genesis Land Development Co | -0.1% | — | 不變 |
| 31 | LND | Brasilagro-cia Bra - Spn Adr | -0.1% | -6.14% | 減碼 |
| 32 | KE | Kimball Electronics Inc | -0.1% | — | 不變 |
| 33 | PEP | Pepsico Inc | -0.1% | -17.30% | 減碼 |
| 34 | PNX 7.45 01-15-32債券 | Phoenix Companies Inc | -0.1% | — | 不變 |
| 35 | SCL | Stepan Co | -0.1% | -9.02% | 減碼 |
| 36 | AEG | Aegon Ltd-ny Reg Shr | -0.1% | -3.63% | 減碼 |
| 37 | WPRT | Westport Fuel Systems Inc | -0.1% | +10.98% | 加碼 |
| 38 | GEOS | Geospace Technologies CORP | -0.1% | -2.15% | 減碼 |
| 39 | ✓ | Grupo Rotoplas Sab De Cv | -0.1% | -6.38% | 減碼 |
| 40 | INN | Summit Hotel Properties Inc | -0.1% | -0.87% | 減碼 |
| 41 | WSM | Williams-sonoma Inc | -0.2% | — | 不變 |
| 42 | AIT | Applied Industrial Tech Inc | -0.2% | -1.85% | 減碼 |
| 43 | LNT | Alliant Energy CORP | -0.2% | -28.70% | 減碼 |
| 44 | BF-B | Brown-forman Corp-class B | -0.2% | -7.08% | 減碼 |
| 45 | INGR | Ingredion Inc | -0.2% | +2.37% | 加碼 |
| 46 | WSO | Watsco Inc | -0.2% | +8.25% | 加碼 |
| 47 | ALG | Alamo Group Inc | -0.3% | -0.99% | 減碼 |
| 48 | FTEK | Fuel Tech Inc | -0.4% | -0.39% | 減碼 |
| 49 | SIG | Signet Jewelers Limited | -0.6% | -1.53% | 減碼 |
| 50 | ES | Eversource Energy | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Grace & White Inc /ny 在 Q4 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 Q4 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 (6.5%)、NUE (3.6%)。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。
本季最大獲利了結 / 清倉標的
ES
前期市值: US$31.4萬
在 Q4 2025 季度中，Grace & White Inc /ny 共進行了 39 項持倉異動，包含新建倉 0 個部位、加碼 7 個部位、減碼 31 個部位以及清倉 1 個部位。 本季清倉部位包含 ES。
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。