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: 0001591097
申報總市值
US$6.5億
US$6.5億
319 檔
11.1%
Q3 2025 季度申報顯示，Harvest Investment Services, LLC 揭露的美股組合總市值為 US$6.5億，涵蓋 319 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Harvest Investment Services, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 129 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 LMBS, GLD, PLTR）占據了總市值的 11.1%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 319 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 | LMBS | First Trust Low Duration Opp | ETF-其他 | 4.22% | -1.22% | -6.10% | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.05% | -0.97% | +5.13% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.55% | -0.68% | +4.86% | |
| 4 | KTOS | Kratos Defense & Security | 股票-工業 | 2.47% | -0.74% | +10.71% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 2.18% | +0.07% | -1.19% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 1.99% | +0.03% | NEW | |
| 7 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.49% | -0.09% | +0.75% | |
| 8 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.48% | — | — | |
| 9 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.45% | -0.08% | +11.39% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | -0.06% | +2.07% | |
| 11 | IDCC | Interdigital Inc | 股票-科技 | 1.27% | -1.15% | EXIT | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.26% | -0.01% | -5.29% | |
| 13 | AXON | Axon Enterprise Inc | 股票-工業 | 1.22% | — | +166.46% | |
| 14 | SSRM | Ssr Mining Inc | 股票-原物料 | 1.15% | -0.40% | +20.81% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.15% | -0.20% | +0.16% | |
| 16 | ADPT | Adaptive Biotechnologies | 股票-其他 | 1.04% | — | +104.73% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | -0.05% | -57.88% | |
| 18 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.01% | -0.02% | -2.05% | |
| 19 | PRCH | Porch Group Inc | 股票-其他 | 0.99% | — | +429.23% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | -0.10% | -16.00% | |
| 21 | RYTM | Rhythm Pharmaceuticals Inc | 股票-其他 | 0.98% | -0.77% | EXIT | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.91% | +0.08% | -1.64% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.91% | +0.21% | -0.92% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.91% | -0.17% | +57.22% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 0.87% | -1.12% | EXIT | |
| 26 | ✓ | Pagaya Technologies LTD Cl | 股票-其他 | 0.86% | — | — | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.83% | -0.04% | +0.13% | |
| 28 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 0.83% | -0.18% | +9.22% | |
| 29 | SPNT | SiriusPoint Ltd. | 股票-其他 | 0.82% | +0.06% | +168.94% | |
| 30 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.81% | -0.08% | -57.66% | |
| 31 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.80% | — | +119.88% | |
| 32 | PBI | Pitney Bowes Inc | 股票-其他 | 0.80% | — | +116.50% | |
| 33 | CW | Curtiss-wright CORP | 股票-工業 | 0.80% | -0.18% | +102.90% | |
| 34 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.80% | -0.10% | +2.60% | |
| 35 | AZZ | Azz Inc | 股票-工業 | 0.79% | +0.01% | +279.33% | |
| 36 | 1RG | Rev Group Inc | 股票-其他 | 0.78% | — | +26.18% | |
| 37 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.77% | -0.64% | +51.49% | |
| 38 | QBTS | D-wave Quantum Inc | 股票-科技 | 0.76% | +0.11% | NEW | |
| 39 | LRN | Stride Inc | 股票-非循環性消費 | 0.76% | — | +13.20% | |
| 40 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.75% | +0.07% | +190.64% | |
| 41 | GWRE | Guidewire Software Inc | 股票-科技 | 0.72% | — | +26.94% | |
| 42 | OPRX | Optimizerx CORP | 股票-其他 | 0.69% | — | — | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.66% | -0.04% | +0.63% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.64% | +0.01% | -1.18% | |
| 45 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.64% | -0.51% | EXIT | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.64% | +0.01% | -11.07% | |
| 47 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.63% | -0.07% | +27.08% | |
| 48 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | — | +28.70% | |
| 49 | DRS | Leonardo Drs Inc | 股票-工業 | 0.62% | — | +1026.44% | |
| 50 | OSIS | Osi Systems Inc | 股票-科技 | 0.62% | -0.74% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KTOS | Kratos Defense & Security | +2% | +10.71% | 加碼 |
| 2 | AXON | Axon Enterprise Inc | +1% | +166.46% | 加碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | +4.86% | 加碼 |
| 4 | ADPT | Adaptive Biotechnologies | +0.9% | +104.73% | 加碼 |
| 5 | SSRM | Ssr Mining Inc | +0.8% | +20.81% | 加碼 |
| 6 | APP | Applovin Corp-class A | +0.8% | +2.53% | 減碼 |
| 7 | IDCC | Interdigital Inc | +0.7% | +26.99% | 加碼 |
| 8 | SPNT | SiriusPoint Ltd. | +0.7% | +168.94% | 加碼 |
| 9 | HWM | Howmet Aerospace Inc | +0.7% | +11.39% | 加碼 |
| 10 | GPI | Group 1 Automotive Inc | +0.6% | +119.88% | 加碼 |
| 11 | AZZ | Azz Inc | +0.6% | +279.33% | 加碼 |
| 12 | USFD | US Foods Holding CORP | +0.5% | +241.80% | 加碼 |
| 13 | XERS | Xeris Biopharma Holdings Inc | +0.5% | +190.75% | 加碼 |
| 14 | LINC | Lincoln Educational Services | +0.5% | +68.88% | 加碼 |
| 15 | SLV | Ishares Silver Trust | +0.4% | +51.49% | 加碼 |
| 16 | 1RG | Rev Group Inc | +0.4% | +26.18% | 加碼 |
| 17 | CTAS | Cintas CORP | +0.4% | +122.22% | 加碼 |
| 18 | EFA | Ishares Msci Eafe ETF | +0.4% | -1.86% | 加碼 |
| 19 | GWRE | Guidewire Software Inc | +0.3% | +26.94% | 加碼 |
| 20 | VSEC | Vse CORP | +0.3% | +100.96% | 加碼 |
| 21 | SLM | Slm CORP | +0.3% | +126.07% | 加碼 |
| 22 | LRN | Stride Inc | +0.3% | +13.20% | 加碼 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +99.23% | 加碼 |
| 24 | WELL | Welltower Inc | +0.3% | +28.25% | 加碼 |
| 25 | AJG | Arthur J Gallagher & Co | +0.3% | +28.70% | 加碼 |
| 26 | GLD | Spdr Gold Shares | +0.2% | +5.13% | 加碼 |
| 27 | AVGO | Broadcom Inc | +0.2% | +57.22% | 減碼 |
| 28 | FAST | Fastenal Co | +0.2% | +4.66% | 加碼 |
| 29 | CVNA | Carvana Co | +0.1% | -1.25% | 減碼 |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | -5.45% | 加碼 |
| 31 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.28% | 加碼 |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | -1.71% | 加碼 |
| 33 | TSLA | Tesla Inc | +0.1% | +35.79% | 加碼 |
| 34 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | +27.08% | 加碼 |
| 35 | EQH | Equitable Holdings Inc | +0.1% | +11.25% | 加碼 |
| 36 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +6.40% | 加碼 |
| 37 | SMH | Vaneck Semiconductor ETF | +0.1% | +43.50% | 加碼 |
| 38 | PSLV | Sprott Physical Silver Trust | 0% | +7.12% | 加碼 |
| 39 | CNEQ | Alger Concentrated Eqty ETF | 0% | +2.65% | 加碼 |
| 40 | AMZN | Amazon.com Inc | 0% | +38.01% | 加碼 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.07% | 加碼 |
| 42 | QLD | Proshares Ultra Qqq | 0% | -6.55% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | 0% | +17.62% | 加碼 |
| 44 | SSO | Proshares Ultra S&p500 | 0% | +3.55% | 加碼 |
| 45 | AIRR | First Trust Rba American Ind | 0% | -1.07% | 加碼 |
| 46 | AAPL | Apple Inc | 0% | +0.13% | 加碼 |
| 47 | MSFT | Microsoft CORP | 0% | -3.12% | 減碼 |
| 48 | IWF | Ishares Russell 1000 Growth | 0% | +3.56% | 減碼 |
| 49 | FIXD | First Trust Smith Opportunis | 0% | +0.63% | 加碼 |
| 50 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | -1.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Harvest Investment Services, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.5億，共申報了 319 個公開持股部位。
在 Q3 2025 季度，Harvest Investment Services, LLC 按市值排列的前三大核心持股分別為：LMBS (4.2%)、GLD (3.0%)、PLTR (2.5%)。其中最大持股部位 LMBS 佔據整體投資組合約 4.2% 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
RKT
市值: US$734.6萬
本季最大獲利了結 / 清倉標的
GOCT
前期市值: US$1105.2萬
在 Q3 2025 季度中，Harvest Investment Services, LLC 共進行了 200 項持倉異動，包含新建倉 77 個部位、加碼 52 個部位、減碼 25 個部位以及清倉 46 個部位。 其中最大新建倉標的為 RKT。 本季清倉部位包含 GOCT。
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。