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: 0000920441
申報總市值
US$4.7億
US$4.7億
163 檔
26.4%
根據最新整理的 13F 季度數據集，Kelly Lawrence W & Associates Inc/ca 於 Q1 2025 結束時的管理資產規模為 US$4.7億。該機構在本季度申報了 163 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Kelly Lawrence W & Associates Inc/ca 操作展現出積極擴展與加碼意向。本季共新建倉 163 個新部位，並對 0 個既有持股進行加碼（合計增持 163 檔），相較減碼與清倉部位顯著佔優。
整體而言，Kelly Lawrence W & Associates Inc/ca 的前 5 大持股（包含 AAPL, GOOGL, COST）貢獻了組合市值的 26.4%，形成該機構在 Q1 2025 季度的基本面基石。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.44% | -1.02% | -2.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.10% | -0.44% | -1.38% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.88% | -1.95% | -0.21% | |
| 4 | FISV | Fiserv Inc | 股票-其他 | 5.24% | — | -1.56% | |
| 5 | BR | Broadridge Financial Solutio | 股票-科技 | 4.36% | -0.92% | -0.93% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 4.15% | +6.39% | +0.23% | |
| 7 | ROP | Roper Technologies Inc | 股票-科技 | 4.11% | -0.69% | -2.23% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.10% | -0.46% | +0.29% | |
| 9 | ICE | Intercontinental Exchange In | 股票-金融 | 4.09% | -1.52% | -3.56% | |
| 10 | COF | Capital One Financial CORP | 股票-金融 | 3.63% | -0.56% | -2.72% | |
| 11 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 3.38% | +0.53% | -0.05% | |
| 12 | GNRC | Generac Holdings Inc | 股票-工業 | 3.10% | +0.49% | -0.85% | |
| 13 | PAYC | Paycom Software Inc | 股票-科技 | 2.82% | — | +0.28% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 2.68% | — | +0.42% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.60% | -0.36% | -1.36% | |
| 16 | ENOV | Enovis CORP | 股票-其他 | 2.50% | — | -1.04% | |
| 17 | CSGP | Costar Group Inc | 股票-房地產 | 2.40% | — | -3.78% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.37% | -0.67% | -0.30% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.23% | -0.82% | +0.41% | |
| 20 | ADBE | Adobe Inc | 股票-科技 | 2.16% | — | +0.52% | |
| 21 | ALB | Albemarle CORP | 股票-原物料 | 2.09% | -0.10% | -0.68% | |
| 22 | LFUS | Littelfuse Inc | 股票-科技 | 2.04% | — | -1.49% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.46% | -0.21% | -1.78% | |
| 24 | AFL | Aflac Inc | 股票-金融 | 1.35% | -0.25% | -1.19% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.19% | -0.07% | -1.08% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 1.19% | +0.80% | — | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | -0.17% | +0.58% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.42% | — | |
| 29 | WWD | Woodward Inc | 股票-工業 | 0.82% | -0.26% | -1.34% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.81% | +0.13% | -6.67% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.78% | -0.23% | -2.29% | |
| 32 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -0.15% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.11% | -2.38% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | -0.06% | -3.05% | |
| 35 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | -0.04% | — | |
| 36 | BWEL | Boswell (jg) Co | 股票-其他 | 0.42% | -0.10% | +2.99% | |
| 37 | RITM V0 PERP B債券 | Rithm Capital CORP | 債券 | 0.42% | -0.09% | -2.88% | |
| 38 | HXL | Hexcel CORP | 股票-工業 | 0.38% | -0.05% | -4.81% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.34% | EXIT | |
| 40 | VRSN | Verisign Inc | 股票-科技 | 0.31% | -0.07% | — | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.28% | -0.10% | -0.33% | |
| 42 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.26% | -0.06% | — | |
| 43 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.22% | -0.07% | -6.92% | |
| 44 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.22% | -0.05% | -33.54% | |
| 45 | T 5 PERP A債券 | At&t Inc | 債券 | 0.19% | +0.01% | — | |
| 46 | AGNC V0 PERP E債券 | Agnc Investment CORP | 債券 | 0.19% | -0.04% | — | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.19% | -0.06% | -0.84% | |
| 48 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.19% | -0.11% | -5.30% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | -0.02% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.18% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 3 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
| 4 | FISV | Fiserv Inc | — | NEW | 新建倉 |
| 5 | BR | Broadridge Financial Solutio | — | NEW | 新建倉 |
| 6 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 7 | ROP | Roper Technologies Inc | — | NEW | 新建倉 |
| 8 | V | Visa Inc-class A Shares | — | NEW | 新建倉 |
| 9 | ICE | Intercontinental Exchange In | — | NEW | 新建倉 |
| 10 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
| 11 | HIMS | Hims & Hers Health Inc | — | NEW | 新建倉 |
| 12 | GNRC | Generac Holdings Inc | — | NEW | 新建倉 |
| 13 | PAYC | Paycom Software Inc | — | NEW | 新建倉 |
| 14 | DHR | Danaher CORP | — | NEW | 新建倉 |
| 15 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 16 | ENOV | Enovis CORP | — | NEW | 新建倉 |
| 17 | CSGP | Costar Group Inc | — | NEW | 新建倉 |
| 18 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 19 | PEP | Pepsico Inc | — | NEW | 新建倉 |
| 20 | ADBE | Adobe Inc | — | NEW | 新建倉 |
| 21 | ALB | Albemarle CORP | — | NEW | 新建倉 |
| 22 | LFUS | Littelfuse Inc | — | NEW | 新建倉 |
| 23 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 24 | AFL | Aflac Inc | — | NEW | 新建倉 |
| 25 | HD | Home Depot Inc | — | NEW | 新建倉 |
| 26 | AMAT | Applied Materials Inc | — | NEW | 新建倉 |
| 27 | PG | Procter & Gamble Co/the | — | NEW | 新建倉 |
| 28 | CVX | Chevron CORP | — | NEW | 新建倉 |
| 29 | WWD | Woodward Inc | — | NEW | 新建倉 |
| 30 | CSCO | Cisco Systems Inc | — | NEW | 新建倉 |
| 31 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 32 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 33 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 34 | ABBV | Abbvie Inc | — | NEW | 新建倉 |
| 35 | SHEL | Shell Plc-adr | — | NEW | 新建倉 |
| 36 | BWEL | Boswell (jg) Co | — | NEW | 新建倉 |
| 37 | RITM V0 PERP B債券 | Rithm Capital CORP | — | NEW | 新建倉 |
| 38 | HXL | Hexcel CORP | — | NEW | 新建倉 |
| 39 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 40 | VRSN | Verisign Inc | — | NEW | 新建倉 |
| 41 | SCHW | Schwab (charles) CORP | — | NEW | 新建倉 |
| 42 | WFC 7.5 PERP L債券 | Wells Fargo & Company | — | NEW | 新建倉 |
| 43 | GILD | Gilead Sciences Inc | — | NEW | 新建倉 |
| 44 | NSRGY | Nestle Sa-spons Adr | — | NEW | 新建倉 |
| 45 | T 5 PERP A債券 | At&t Inc | — | NEW | 新建倉 |
| 46 | AGNC V0 PERP E債券 | Agnc Investment CORP | — | NEW | 新建倉 |
| 47 | ABT | Abbott Laboratories | — | NEW | 新建倉 |
| 48 | EW | Edwards Lifesciences CORP | — | NEW | 新建倉 |
| 49 | IBM | Intl Business Machines CORP | — | NEW | 新建倉 |
| 50 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kelly Lawrence W & Associates Inc/ca 在 Q1 2025 季度的美股持倉總市值約為 US$4.7億，共申報了 163 個公開持股部位。
在 Q1 2025 季度，Kelly Lawrence W & Associates Inc/ca 按市值排列的前三大核心持股分別為：AAPL (8.4%)、GOOGL (6.1%)、COST (5.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.4% 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
AAPL
市值: US$3476.0萬
在 Q1 2025 季度中，Kelly Lawrence W & Associates Inc/ca 共進行了 163 項持倉異動，包含新建倉 163 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AAPL。
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。