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: 0001662212
申報總市值
US$10.1億
US$10.1億
856 檔
23.0%
根據最新整理的 13F 季度數據集，Grove Bank & Trust 於 Q4 2025 結束時的管理資產規模為 US$10.1億。該機構在本季度申報了 856 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Grove Bank & Trust 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 29 個既有持股進行加碼（合計增持 31 檔），相較減碼與清倉部位顯著佔優。
整體而言，Grove Bank & Trust 的前 5 大持股（包含 VOO, IJH, AAPL）貢獻了組合市值的 23.0%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 856 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 | 8.57% | +1.04% | +1.56% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 5.17% | +0.04% | +13.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.03% | +0.12% | +0.48% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.74% | +0.27% | -0.81% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.53% | -0.02% | +3.34% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.26% | +0.19% | +2.32% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.72% | +0.29% | -0.91% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | +0.06% | +6.16% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.93% | -0.08% | -2.21% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | +0.05% | +7.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | +0.09% | -0.13% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.61% | -0.17% | +3.72% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.59% | +0.07% | -2.75% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.44% | -0.13% | +2.98% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.18% | +22.79% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.40% | -0.03% | +5.15% | |
| 17 | SUB | Ishares Short-term National | ETF-其他 | 1.36% | -0.15% | +4.06% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.33% | -0.29% | +2.21% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.32% | -0.13% | +16.74% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.20% | +0.02% | +1.11% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | +0.05% | +2.93% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.12% | +0.17% | +3.34% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.11% | -0.09% | +4.63% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.10% | +0.01% | -0.07% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.10% | -0.20% | +3.23% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.08% | -0.04% | +4.47% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.01% | -0.01% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | +0.19% | -11.47% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.98% | +0.18% | +22.30% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.96% | +0.11% | -16.60% | |
| 31 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.94% | -0.01% | +9.12% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.84% | +0.04% | -0.16% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.83% | -0.07% | +10.90% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | -0.37% | +0.49% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | -0.09% | +52.01% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.69% | -0.08% | +6.95% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.04% | +0.33% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.09% | -1.89% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.65% | +0.10% | +7.71% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | +0.04% | -21.46% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.01% | +2.95% | |
| 42 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.60% | +0.05% | +6.74% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.08% | -4.15% | |
| 44 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | -1.03% | +13.48% | |
| 45 | IRT | Independence Realty Trust In | 股票-房地產 | 0.56% | -0.01% | — | |
| 46 | VDE | Vanguard Energy ETF | ETF-其他 | 0.51% | -0.95% | -44.00% | |
| 47 | AVDE | Avantis International Equity | ETF-其他 | 0.48% | -0.10% | +11.02% | |
| 48 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | +0.02% | -0.61% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.06% | -24.64% | |
| 50 | AN | Autonation Inc | 股票-循環性消費 | 0.46% | -0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +22.79% | 加碼 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +13.02% | 加碼 |
| 3 | TSLA | Tesla Inc | +0.3% | +142.35% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +52.01% | 加碼 |
| 5 | AAPL | Apple Inc | +0.2% | +0.48% | 加碼 |
| 6 | BA | Boeing Co/the | +0.1% | +488.18% | 加碼 |
| 7 | USHY | Ishares Broad Usd High Yield | +0.1% | +16.74% | 加碼 |
| 8 | VO | Vanguard Mid-cap ETF | +0.1% | +22.30% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.1% | +2.21% | 加碼 |
| 10 | ISRG | Intuitive Surgical Inc | +0.1% | +129.38% | 加碼 |
| 11 | GLD | Spdr Gold Shares | +0.1% | +3.23% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.1% | -16.60% | 減碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -11.47% | 減碼 |
| 14 | MU | Micron Technology Inc | +0.1% | +0.12% | 加碼 |
| 15 | MNST | Monster Beverage CORP | +0.1% | +387.15% | 加碼 |
| 16 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +374.72% | 加碼 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +7.76% | 加碼 |
| 18 | REGN | Regeneron Pharmaceuticals | +0.1% | +72.37% | 加碼 |
| 19 | CRM | Salesforce Inc | +0.1% | +62.88% | 加碼 |
| 20 | ADSK | Autodesk Inc | +0.1% | +609.52% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.34% | 加碼 |
| 22 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +30.04% | 加碼 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +31.11% | 加碼 |
| 24 | NVDA | Nvidia CORP | +0.1% | +6.16% | 加碼 |
| 25 | BND | Vanguard Total Bond Market | +0.1% | +10.90% | 加碼 |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | +2.93% | 加碼 |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +4.47% | 加碼 |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.32% | 加碼 |
| 29 | VOO | Vanguard S&p 500 ETF | — | +1.56% | 加碼 |
| 30 | SBUX | Starbucks CORP | -0.1% | -34.32% | 減碼 |
| 31 | PAYC | Paycom Software Inc | -0.1% | -60.42% | 減碼 |
| 32 | UBER | Uber Technologies Inc | -0.1% | -25.68% | 減碼 |
| 33 | ADBE | Adobe Inc | -0.1% | -37.05% | 減碼 |
| 34 | BSX | Boston Scientific CORP | -0.1% | -50.97% | 減碼 |
| 35 | INTU | Intuit Inc | -0.1% | -42.23% | 減碼 |
| 36 | SNPS | Synopsys Inc | -0.1% | -66.37% | 減碼 |
| 37 | CSGP | Costar Group Inc | -0.1% | -58.77% | 減碼 |
| 38 | MSCI | Msci Inc | -0.1% | -45.27% | 減碼 |
| 39 | AON | Aon plc | -0.1% | -68.95% | 減碼 |
| 40 | NOW | Servicenow Inc | -0.1% | +263.95% | 加碼 |
| 41 | ABT | Abbott Laboratories | -0.1% | -19.95% | 減碼 |
| 42 | AVGO | Broadcom Inc | -0.2% | -21.46% | 減碼 |
| 43 | MA | Mastercard Inc - A | -0.2% | -24.64% | 減碼 |
| 44 | ZTS | Zoetis Inc | -0.2% | -65.63% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.3% | -2.21% | 減碼 |
| 46 | ORCL | Oracle CORP | -0.3% | -4.15% | 減碼 |
| 47 | VDE | Vanguard Energy ETF | -0.5% | -44.00% | 減碼 |
| 48 | XLE | Ss Energy Select Sector | -0.5% | +13.48% | 加碼 |
| 49 | AN | Autonation Inc | — | NEW | 新建倉 |
| 50 | CW | Curtiss-wright CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Grove Bank & Trust 在 Q4 2025 季度的美股持倉總市值約為 US$10.1億，共申報了 856 個公開持股部位。
在 Q4 2025 季度，Grove Bank & Trust 按市值排列的前三大核心持股分別為：VOO (8.6%)、IJH (5.2%)、AAPL (5.0%)。其中最大持股部位 VOO 佔據整體投資組合約 8.6% 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
AN
市值: US$413.0萬
本季最大獲利了結 / 清倉標的
MSFT
前期市值: US$1881.9萬
在 Q4 2025 季度中，Grove Bank & Trust 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 29 個部位、減碼 19 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AN。
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。