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
158 檔
24.1%
截至 Q2 2025 季度末，Kelly Lawrence W & Associates Inc/ca 的美股持倉估值約為 US$4.7億，全數申報部位共有 158 檔。
在 Q2 2025，Kelly Lawrence W & Associates Inc/ca 展現出較為審慎的避險與獲利了結姿態。本季共減碼 49 個部位並完全清倉 9 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Kelly Lawrence W & Associates Inc/ca 的前 5 大持股（包含 COST, AAPL, AMD）貢獻了組合市值的 24.1%，形成該機構在 Q2 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 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 6.42% | -1.95% | -3.29% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.40% | -1.02% | -23.91% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.25% | +6.39% | +0.89% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.85% | -0.44% | -22.08% | |
| 5 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 4.63% | +0.53% | -24.75% | |
| 6 | ICE | Intercontinental Exchange In | 股票-金融 | 4.61% | -1.52% | -1.70% | |
| 7 | BR | Broadridge Financial Solutio | 股票-科技 | 4.51% | -0.92% | -4.39% | |
| 8 | COF | Capital One Financial CORP | 股票-金融 | 4.50% | -0.56% | -3.01% | |
| 9 | FISV | Fiserv Inc | 股票-其他 | 4.31% | — | -2.44% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 4.26% | -0.46% | -5.04% | |
| 11 | ROP | Roper Technologies Inc | 股票-科技 | 4.15% | -0.69% | -2.60% | |
| 12 | GNRC | Generac Holdings Inc | 股票-工業 | 3.77% | +0.49% | -0.49% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.23% | -0.36% | -0.27% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.17% | +0.49% | — | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 2.75% | — | -1.30% | |
| 16 | CSGP | Costar Group Inc | 股票-房地產 | 2.56% | — | -2.41% | |
| 17 | ADBE | Adobe Inc | 股票-科技 | 2.31% | — | -1.81% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.25% | -0.67% | -4.51% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.10% | -0.82% | -0.77% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.79% | -0.21% | -0.36% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.60% | +0.80% | -1.04% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.32% | -0.25% | -4.29% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 1.28% | -0.07% | -0.07% | |
| 24 | WWD | Woodward Inc | 股票-工業 | 1.16% | -0.26% | -1.88% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | -0.17% | -0.62% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.13% | -3.00% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.89% | -0.15% | — | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.83% | -0.23% | -2.33% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.42% | — | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.11% | -1.38% | |
| 31 | BWEL | Boswell (jg) Co | 股票-其他 | 0.49% | -0.10% | — | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.46% | -0.06% | — | |
| 33 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | -0.04% | -3.17% | |
| 34 | RITM V0 PERP B債券 | Rithm Capital CORP | 債券 | 0.45% | -0.09% | — | |
| 35 | HXL | Hexcel CORP | 股票-工業 | 0.40% | -0.05% | -5.72% | |
| 36 | VRSN | Verisign Inc | 股票-科技 | 0.38% | -0.07% | — | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.36% | -0.10% | -0.33% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.31% | -0.34% | EXIT | |
| 39 | T 5 PERP A債券 | At&t Inc | 債券 | 0.31% | +0.01% | +50.89% | |
| 40 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.27% | -0.06% | — | |
| 41 | COF 5 PERP I債券 | Capital One Financial Co | 債券 | 0.23% | +0.01% | +100.00% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.23% | -0.02% | — | |
| 43 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.22% | -0.11% | -1.86% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.21% | -0.06% | — | |
| 45 | AGNC V0 PERP E債券 | Agnc Investment CORP | 債券 | 0.21% | -0.04% | — | |
| 46 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.20% | -0.05% | -11.84% | |
| 47 | RITM V7 PERP D債券 | Rithm Capital CORP | 債券 | 0.20% | -0.04% | +112.24% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.19% | -0.09% | — | |
| 49 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.18% | -0.07% | -22.00% | |
| 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 | UNH | Unitedhealth Group Inc | +3.2% | NEW | 新建倉 |
| 2 | AMD | Advanced Micro Devices | +2.1% | +0.89% | 加碼 |
| 3 | HIMS | Hims & Hers Health Inc | +1.3% | -24.75% | 減碼 |
| 4 | COF | Capital One Financial CORP | +0.9% | -3.01% | 減碼 |
| 5 | GNRC | Generac Holdings Inc | +0.7% | -0.49% | 減碼 |
| 6 | AMZN | Amazon.com Inc | +0.6% | -0.27% | 減碼 |
| 7 | COST | Costco Wholesale CORP | +0.5% | -3.29% | 減碼 |
| 8 | ICE | Intercontinental Exchange In | +0.5% | -1.70% | 減碼 |
| 9 | AMAT | Applied Materials Inc | +0.4% | -1.04% | 減碼 |
| 10 | WWD | Woodward Inc | +0.3% | -1.88% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -0.36% | 減碼 |
| 12 | MSFT | Microsoft CORP | +0.3% | — | 不變 |
| 13 | V | Visa Inc-class A Shares | +0.2% | -5.04% | 減碼 |
| 14 | CSGP | Costar Group Inc | +0.2% | -2.41% | 減碼 |
| 15 | BR | Broadridge Financial Solutio | +0.2% | -4.39% | 減碼 |
| 16 | CSCO | Cisco Systems Inc | +0.2% | -3.00% | 減碼 |
| 17 | ADBE | Adobe Inc | +0.2% | -1.81% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.38% | 減碼 |
| 19 | COF 5 PERP I債券 | Capital One Financial Co | +0.1% | +100.00% | 加碼 |
| 20 | T 5 PERP A債券 | At&t Inc | +0.1% | +50.89% | 加碼 |
| 21 | RITM V7 PERP D債券 | Rithm Capital CORP | +0.1% | +112.24% | 加碼 |
| 22 | BA 6 10-15-27債券 | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 23 | HD | Home Depot Inc | +0.1% | -0.07% | 減碼 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | -0.33% | 減碼 |
| 25 | DHR | Danaher CORP | +0.1% | -1.30% | 減碼 |
| 26 | VRSN | Verisign Inc | +0.1% | — | 不變 |
| 27 | BWEL | Boswell (jg) Co | +0.1% | — | 不變 |
| 28 | IBM | Intl Business Machines CORP | +0.1% | — | 不變 |
| 29 | CRM | Salesforce Inc | +0.1% | -2.33% | 減碼 |
| 30 | ROP | Roper Technologies Inc | 0% | -2.60% | 減碼 |
| 31 | LITE | Lumentum Holdings Inc | 0% | NEW | 新建倉 |
| 32 | AEP | American Electric Power Company, Inc. | 0% | — | 不變 |
| 33 | WMT | Walmart Inc | 0% | — | 不變 |
| 34 | EW | Edwards Lifesciences CORP | 0% | -1.86% | 減碼 |
| 35 | RITM V0 PERP B債券 | Rithm Capital CORP | 0% | — | 不變 |
| 36 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 37 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 38 | HXL | Hexcel CORP | 0% | -5.72% | 減碼 |
| 39 | DE | Deere & Co | 0% | — | 不變 |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | 不變 |
| 41 | ABT | Abbott Laboratories | 0% | — | 不變 |
| 42 | BAC | Bank Of America CORP | 0% | -9.89% | 減碼 |
| 43 | T | At&t Inc | 0% | — | 不變 |
| 44 | AGNC V0 PERP E債券 | Agnc Investment CORP | 0% | — | 不變 |
| 45 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 46 | TSLA | Tesla Inc | 0% | — | 不變 |
| 47 | WHR | Whirlpool CORP | 0% | — | 不變 |
| 48 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | — | 不變 |
| 49 | EMR | Emerson Electric Co | 0% | — | 不變 |
| 50 | STT | State Street CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Kelly Lawrence W & Associates Inc/ca 在 Q2 2025 季度的美股持倉總市值約為 US$4.7億，共申報了 158 個公開持股部位。
在 Q2 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：COST (6.4%)、AAPL (6.4%)、AMD (6.3%)。其中最大持股部位 COST 佔據整體投資組合約 6.4% 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
UNH
市值: US$1210.1萬
本季最大獲利了結 / 清倉標的
PAYC
前期市值: US$1159.3萬
在 Q2 2025 季度中，Kelly Lawrence W & Associates Inc/ca 共進行了 67 項持倉異動，包含新建倉 4 個部位、加碼 5 個部位、減碼 49 個部位以及清倉 9 個部位。 其中最大新建倉標的為 UNH。 本季清倉部位包含 PAYC。
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。