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
160 檔
27.9%
在 Q3 2025 的 13F 官方備案中，Kelly Lawrence W & Associates Inc/ca 管理的美股投資組合規模來到 US$4.7億，整體持股檔數為 160 檔。
數據顯示 Kelly Lawrence W & Associates Inc/ca 於 Q3 2025 季度持續回收資金，對 53 個既有部位進行裁減並清倉 11 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 GOOGL, AAPL, AMD）累計市值佔比達 27.9%，是驅動 Kelly Lawrence W & Associates Inc/ca 該季度整體投資組合績效表現的核心支柱。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.41% | -0.44% | -0.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.32% | -1.02% | -0.43% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.53% | +6.39% | -0.87% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.52% | -1.95% | -0.47% | |
| 5 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 4.84% | +0.53% | -0.67% | |
| 6 | COF | Capital One Financial CORP | 股票-金融 | 4.03% | -0.56% | -3.28% | |
| 7 | GNRC | Generac Holdings Inc | 股票-工業 | 3.98% | +0.49% | -2.36% | |
| 8 | ICE | Intercontinental Exchange In | 股票-金融 | 3.80% | -1.52% | -3.00% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.67% | -0.46% | -3.09% | |
| 10 | BR | Broadridge Financial Solutio | 股票-科技 | 3.55% | -0.92% | -13.01% | |
| 11 | ROP | Roper Technologies Inc | 股票-科技 | 3.40% | -0.69% | +0.62% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.24% | +0.49% | -0.29% | |
| 13 | FISV | Fiserv Inc | 股票-其他 | 3.00% | — | +0.70% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.98% | -0.36% | -0.37% | |
| 15 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 2.56% | — | — | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 2.55% | — | -0.15% | |
| 17 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.44% | -0.52% | — | |
| 18 | CSGP | Costar Group Inc | 股票-房地產 | 2.44% | — | -2.05% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.29% | -0.67% | -9.30% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.27% | -0.21% | -0.10% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.13% | -0.82% | +3.06% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 1.66% | +0.80% | +0.38% | |
| 23 | RGEN | Repligen CORP | 股票-醫療保健 | 1.33% | -0.05% | — | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.29% | -0.07% | -1.50% | |
| 25 | AFL | Aflac Inc | 股票-金融 | 1.28% | -0.25% | -1.36% | |
| 26 | WWD | Woodward Inc | 股票-工業 | 1.09% | -0.26% | -1.66% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.15% | — | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | -0.17% | -6.08% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.13% | -14.27% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.42% | -3.45% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.23% | +1.97% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.11% | -7.86% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | -0.06% | -5.87% | |
| 34 | BWEL | Boswell (jg) Co | 股票-其他 | 0.42% | -0.10% | — | |
| 35 | RITM V0 PERP B債券 | Rithm Capital CORP | 債券 | 0.40% | -0.09% | -2.96% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.34% | -0.10% | -0.67% | |
| 37 | VRSN | Verisign Inc | 股票-科技 | 0.34% | -0.07% | — | |
| 38 | HXL | Hexcel CORP | 股票-工業 | 0.33% | -0.05% | -20.55% | |
| 39 | T 5 PERP A債券 | At&t Inc | 債券 | 0.30% | +0.01% | — | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | -0.34% | EXIT | |
| 41 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.27% | -0.06% | — | |
| 42 | COF 5 PERP I債券 | Capital One Financial Co | 債券 | 0.21% | +0.01% | -10.34% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.21% | -0.02% | — | |
| 44 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.20% | -0.11% | — | |
| 45 | AGNC V0 PERP E債券 | Agnc Investment CORP | 債券 | 0.20% | -0.04% | — | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.19% | -0.06% | — | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.19% | -0.09% | — | |
| 48 | RITM V7 PERP D債券 | Rithm Capital CORP | 債券 | 0.19% | -0.04% | — | |
| 49 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.17% | -0.07% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc. | 股票-其他 | 0.17% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.4% | -0.87% | 加碼 |
| 2 | HIMS | Hims & Hers Health Inc | +1.5% | -0.67% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | -0.69% | 減碼 |
| 4 | GNRC | Generac Holdings Inc | +0.9% | -2.36% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.8% | -0.10% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.5% | +0.38% | 減碼 |
| 7 | COF | Capital One Financial CORP | +0.4% | -3.28% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | -0.37% | 減碼 |
| 9 | WWD | Woodward Inc | +0.3% | -1.66% | 減碼 |
| 10 | MSFT | Microsoft CORP | +0.2% | — | 不變 |
| 11 | BXP | Bxp Inc | +0.1% | +370.27% | 加碼 |
| 12 | T 5 PERP A債券 | At&t Inc | +0.1% | — | 加碼 |
| 13 | HD | Home Depot Inc | +0.1% | -1.50% | 減碼 |
| 14 | RITM V7 PERP D債券 | Rithm Capital CORP | +0.1% | — | 加碼 |
| 15 | COF 5 PERP I債券 | Capital One Financial Co | +0.1% | -10.34% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -7.86% | 減碼 |
| 17 | NEE | Nextera Energy Inc | +0.1% | +289.16% | 加碼 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | -0.67% | 減碼 |
| 19 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.1% | +56.80% | 加碼 |
| 20 | CSGP | Costar Group Inc | 0% | -2.05% | 減碼 |
| 21 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 22 | VRSN | Verisign Inc | 0% | — | 不變 |
| 23 | AEP | American Electric Power Company, Inc. | 0% | -6.69% | 減碼 |
| 24 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 25 | WMT | Walmart Inc | 0% | — | 不變 |
| 26 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 27 | TSLA | Tesla Inc | 0% | — | 不變 |
| 28 | INTC | Intel CORP | 0% | -12.99% | 減碼 |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | 不變 |
| 30 | BAC | Bank Of America CORP | 0% | — | 減碼 |
| 31 | ABBV | Abbvie Inc | 0% | -5.87% | 減碼 |
| 32 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 33 | NSC | Norfolk Southern CORP | 0% | — | 不變 |
| 34 | EW | Edwards Lifesciences CORP | 0% | — | 減碼 |
| 35 | RTX | Rtx CORP | 0% | — | 不變 |
| 36 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | — | 不變 |
| 37 | STT | State Street CORP | 0% | — | 不變 |
| 38 | PSX | Phillips 66 | 0% | — | 不變 |
| 39 | F 6.2 06-01-59債券 | Ford Motor Company | 0% | — | 不變 |
| 40 | FNV | Franco-nevada CORP | 0% | — | 不變 |
| 41 | EMR | Emerson Electric Co | 0% | — | 不變 |
| 42 | META | Meta Platforms Inc-class A | 0% | — | 不變 |
| 43 | CSX | Csx CORP | 0% | — | 不變 |
| 44 | BLK | Blackrock Inc | 0% | — | 不變 |
| 45 | TJX | Tjx Companies Inc | 0% | — | 不變 |
| 46 | ETSY | Etsy Inc | 0% | — | 不變 |
| 47 | EA | Electronic Arts Inc | 0% | — | 不變 |
| 48 | AGNC V0 PERP E債券 | Agnc Investment CORP | 0% | — | 不變 |
| 49 | VTRS | Viatris Inc | 0% | — | 不變 |
| 50 | SBSW | Sibanye-stillwater Ltd-adr | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Kelly Lawrence W & Associates Inc/ca 在 Q3 2025 季度的美股持倉總市值約為 US$4.7億，共申報了 160 個公開持股部位。
在 Q3 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：GOOGL (7.4%)、AAPL (7.3%)、AMD (6.5%)。其中最大持股部位 GOOGL 佔據整體投資組合約 7.4% 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$1335.6萬
本季最大獲利了結 / 清倉標的
PAYC
前期市值: US$1159.3萬
在 Q3 2025 季度中，Kelly Lawrence W & Associates Inc/ca 共進行了 81 項持倉異動，包含新建倉 8 個部位、加碼 9 個部位、減碼 53 個部位以及清倉 11 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。