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
327 檔
14.2%
在 Q4 2025 的 13F 官方備案中，Harvest Investment Services, LLC 管理的美股投資組合規模來到 US$6.5億，整體持股檔數為 327 檔。
觀察 Q4 2025 的資金脈絡，Harvest Investment Services, LLC 在獲利結算 59 檔個股的同時，將資本重新部署至 62 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Harvest Investment Services, LLC 的前 5 大核心持股（包含 LMBS, GLD, PLTR 等）合計佔整體申報市值的 14.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 327 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 | 6.98% | -1.22% | +75.90% | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.76% | -0.97% | +17.96% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.28% | -0.68% | -2.29% | |
| 4 | SLV | Ishares Silver Trust | ETF-避險與商品 | 2.24% | -0.64% | +105.02% | |
| 5 | KTOS | Kratos Defense & Security | 股票-工業 | 2.06% | -0.74% | +6.66% | |
| 6 | AER | AerCap Holdings N.V. | 股票-工業 | 2.03% | -0.20% | — | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.75% | +0.07% | -14.63% | |
| 8 | APP | Applovin Corp-class A | 股票-科技 | 1.74% | +0.03% | NEW | |
| 9 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.42% | +0.21% | +61.58% | |
| 10 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.36% | -0.08% | -4.56% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | -0.06% | -2.75% | |
| 12 | SSRM | Ssr Mining Inc | 股票-原物料 | 1.18% | -0.40% | +21.65% | |
| 13 | IDCC | Interdigital Inc | 股票-科技 | 1.15% | -1.15% | EXIT | |
| 14 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | -1.12% | EXIT | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.09% | -0.20% | -0.81% | |
| 16 | ADPT | Adaptive Biotechnologies | 股票-其他 | 1.09% | — | +3.37% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | -0.05% | +12.13% | |
| 18 | LAUR | Laureate Education Inc | 股票-其他 | 1.07% | -0.31% | +192.98% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.06% | -0.01% | -12.53% | |
| 20 | 1RG | Rev Group Inc | 股票-其他 | 0.99% | — | +27.07% | |
| 21 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 0.99% | -0.18% | -2.69% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 0.96% | -0.04% | +14.43% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -0.17% | +3.16% | |
| 24 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.89% | -0.09% | -36.28% | |
| 25 | RYTM | Rhythm Pharmaceuticals Inc | 股票-其他 | 0.89% | -0.77% | EXIT | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | -0.10% | +0.36% | |
| 27 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.85% | -0.08% | +13.07% | |
| 28 | AXON | Axon Enterprise Inc | 股票-工業 | 0.84% | — | -6.82% | |
| 29 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.82% | +0.07% | +20.28% | |
| 30 | CELC | Celcuity Inc | 股票-其他 | 0.80% | -0.17% | +47.12% | |
| 31 | VSAT | Viasat Inc | 股票-科技 | 0.78% | +1.01% | +303.77% | |
| 32 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.77% | -0.19% | -3.47% | |
| 33 | CW | Curtiss-wright CORP | 股票-工業 | 0.76% | -0.18% | -0.84% | |
| 34 | QBTS | D-wave Quantum Inc | 股票-科技 | 0.74% | +0.11% | NEW | |
| 35 | VSEC | Vse CORP | 股票-工業 | 0.74% | -0.43% | +80.26% | |
| 36 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.73% | -0.10% | -2.60% | |
| 37 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.73% | +0.08% | -13.34% | |
| 38 | SNEX | Stonex Group Inc | 股票-金融 | 0.71% | +0.28% | +33.89% | |
| 39 | AZZ | Azz Inc | 股票-工業 | 0.70% | +0.01% | -3.58% | |
| 40 | AWI | Armstrong World Industries | 股票-工業 | 0.70% | -0.60% | EXIT | |
| 41 | RKLB | Rocket Lab CORP | 股票-工業 | 0.68% | -0.12% | +4.14% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.67% | +0.01% | +9.58% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.63% | +0.01% | +3.99% | |
| 44 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-其他 | 0.63% | -0.04% | +75.63% | |
| 45 | WWD | Woodward Inc | 股票-工業 | 0.61% | -0.10% | +14.90% | |
| 46 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.59% | -0.54% | EXIT | |
| 47 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 0.59% | -0.07% | -5.55% | |
| 48 | CDTX | Cidara Therapeutics Inc | 股票-其他 | 0.59% | — | +78.42% | |
| 49 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 0.58% | -0.51% | EXIT | |
| 50 | OSIS | Osi Systems Inc | 股票-科技 | 0.58% | -0.74% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LMBS | First Trust Low Duration Opp | +2.8% | +75.90% | 加碼 |
| 2 | SLV | Ishares Silver Trust | +1.5% | +105.02% | 加碼 |
| 3 | GLD | Spdr Gold Shares | +0.7% | +17.96% | 加碼 |
| 4 | LAUR | Laureate Education Inc | +0.7% | +192.98% | 加碼 |
| 5 | VSAT | Viasat Inc | +0.6% | +303.77% | 加碼 |
| 6 | ANGX | Angel Studios Inc | +0.6% | +6059.98% | 加碼 |
| 7 | AWI | Armstrong World Industries | +0.5% | +312.90% | 加碼 |
| 8 | RDVY | First Trust Rising Dividend | +0.5% | +61.58% | 加碼 |
| 9 | CELC | Celcuity Inc | +0.5% | +47.12% | 加碼 |
| 10 | CDTX | Cidara Therapeutics Inc | +0.4% | +78.42% | 加碼 |
| 11 | HCI | Hci Group Inc | +0.4% | +489.02% | 加碼 |
| 12 | VSEC | Vse CORP | +0.3% | +80.26% | 加碼 |
| 13 | FDEC | Ft Vest U.s. Equity Buffer E | +0.3% | +75.63% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.2% | +23.88% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +88.16% | 加碼 |
| 16 | 1RG | Rev Group Inc | +0.2% | +27.07% | 加碼 |
| 17 | PSLV | Sprott Physical Silver Trust | +0.2% | -3.47% | 減碼 |
| 18 | RKLB | Rocket Lab CORP | +0.2% | +4.14% | 加碼 |
| 19 | AHR | American Healthcare Reit Inc | +0.2% | +330.77% | 加碼 |
| 20 | ORLY | O'reilly Automotive Inc | +0.2% | +80.40% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.2% | +14.34% | 加碼 |
| 22 | KLAC | Kla CORP | +0.2% | +310.59% | 加碼 |
| 23 | COKE | Coca-cola Consolidated Inc | +0.2% | -2.69% | 減碼 |
| 24 | WWD | Woodward Inc | +0.1% | +14.90% | 加碼 |
| 25 | MSFT | Microsoft CORP | +0.1% | +62.23% | 加碼 |
| 26 | AAPL | Apple Inc | +0.1% | +14.43% | 加碼 |
| 27 | WELL | Welltower Inc | +0.1% | +30.76% | 加碼 |
| 28 | SSNC | Ss&c Technologies Holdings | +0.1% | +83.31% | 加碼 |
| 29 | SNEX | Stonex Group Inc | +0.1% | +33.89% | 加碼 |
| 30 | ALAB | Astera Labs Inc | +0.1% | +128.74% | 加碼 |
| 31 | TSLA | Tesla Inc | +0.1% | +70.51% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +131.70% | 加碼 |
| 33 | CASY | Casey's General Stores Inc | +0.1% | +20.28% | 加碼 |
| 34 | NFG | National Fuel Gas Co | +0.1% | +72.82% | 加碼 |
| 35 | AMZN | Amazon.com Inc | +0.1% | +26.26% | 加碼 |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | +9.79% | 加碼 |
| 37 | XONE | Bondbloxx Bbg 1 Dur US Treas | +0.1% | +114.90% | 加碼 |
| 38 | ADPT | Adaptive Biotechnologies | +0.1% | +3.37% | 加碼 |
| 39 | NVDA | Nvidia CORP | +0.1% | +12.13% | 加碼 |
| 40 | FSEP | Ft Vest U.s. Equity Buffer E | +0.1% | +58.79% | 加碼 |
| 41 | CLOI | Vaneck Clo ETF | 0% | +13.07% | 加碼 |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | +19.89% | 加碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +30.73% | 加碼 |
| 44 | RGTI | Rigetti Computing Inc | 0% | +74.08% | 加碼 |
| 45 | SSRM | Ssr Mining Inc | 0% | +21.65% | 加碼 |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +9.58% | 加碼 |
| 47 | IVE | Ishares S&p 500 Value ETF | 0% | +46.44% | 加碼 |
| 48 | AVGO | Broadcom Inc | 0% | +3.16% | 加碼 |
| 49 | PG | Procter & Gamble Co/the | -0.1% | -25.08% | 減碼 |
| 50 | ABT | Abbott Laboratories | -0.1% | -24.56% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Harvest Investment Services, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$6.5億，共申報了 327 個公開持股部位。
在 Q4 2025 季度，Harvest Investment Services, LLC 按市值排列的前三大核心持股分別為：LMBS (7.0%)、GLD (3.8%)、PLTR (2.3%)。其中最大持股部位 LMBS 佔據整體投資組合約 7.0% 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
AER
市值: US$1076.5萬
本季最大獲利了結 / 清倉標的
RKT
前期市值: US$734.6萬
在 Q4 2025 季度中，Harvest Investment Services, LLC 共進行了 200 項持倉異動，包含新建倉 62 個部位、加碼 49 個部位、減碼 30 個部位以及清倉 59 個部位。 其中最大新建倉標的為 AER。 本季清倉部位包含 RKT。
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。