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: 0001990080
申報總市值
US$3.2億
US$3.2億
133 檔
29.7%
根據最新整理的 13F 季度數據集，Kenora Financial, LLC 於 Q3 2025 結束時的管理資產規模為 US$3.2億。該機構在本季度申報了 133 檔美股持倉，呈現出該時期的主要投資地圖。
Kenora Financial, LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 3 個全新部位及加碼 19 檔持股的同時，亦同步清倉 3 檔並減碼 23 檔標的。
整體而言，Kenora Financial, LLC 的前 5 大持股（包含 ORCL, GOOG, AMZN）貢獻了組合市值的 29.7%，形成該機構在 Q3 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 | ORCL | Oracle CORP | 股票-科技 | 9.77% | -0.61% | -0.68% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 9.11% | +0.83% | +0.70% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.75% | -0.08% | +1.76% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.72% | +0.01% | +0.54% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.22% | +2.05% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.01% | -0.57% | +0.30% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 2.87% | +0.60% | -1.23% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | — | -0.14% | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原物料 | 2.19% | -0.10% | -29.77% | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 2.11% | -0.52% | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.89% | +0.06% | +3.43% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.71% | -0.20% | +2.82% | |
| 13 | PSX | Phillips 66 | 股票-能源 | 1.60% | -0.57% | -0.30% | |
| 14 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.52% | +0.28% | +0.89% | |
| 15 | NOC | Northrop Grumman CORP | 股票-工業 | 1.46% | -0.63% | -0.25% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.43% | -0.02% | -0.05% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.39% | +0.11% | +2.36% | |
| 18 | AFL | Aflac Inc | 股票-金融 | 1.34% | -0.06% | +2.89% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.03% | -0.58% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.26% | +0.10% | +0.97% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.25% | +1.27% | -0.90% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.25% | +3.54% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.20% | -0.07% | +10.92% | |
| 24 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.17% | +0.05% | +1.33% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.10% | -0.39% | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 1.02% | -0.02% | — | |
| 27 | ALL | Allstate CORP | 股票-金融 | 1.01% | +0.05% | +4.85% | |
| 28 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.93% | +0.01% | +3.54% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.81% | -0.09% | -3.97% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.80% | -0.15% | +6.80% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.78% | -0.12% | — | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 0.77% | -0.25% | +5.67% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.07% | +1.42% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.73% | +0.68% | +15.70% | |
| 35 | ARW | Arrow Electronics Inc | 股票-科技 | 0.70% | +0.25% | — | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.33% | +4.12% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.69% | +0.27% | -0.05% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | -0.17% | +2.40% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.66% | -0.75% | EXIT | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.24% | +3.36% | |
| 41 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.63% | -0.09% | — | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | -0.02% | +9.09% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.63% | -0.16% | -1.34% | |
| 44 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.62% | -0.10% | +1.17% | |
| 45 | FICO | Fair Isaac CORP | 股票-科技 | 0.61% | -0.02% | +0.16% | |
| 46 | ITW | Illinois Tool Works | 股票-工業 | 0.56% | -0.01% | +13.40% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | +0.01% | +1.81% | |
| 48 | SNPS | Synopsys Inc | 股票-科技 | 0.50% | +0.01% | +11.00% | |
| 49 | SO | Southern Co/the | 股票-公用事業 | 0.48% | -0.06% | -1.58% | |
| 50 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.47% | -0.04% | -0.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +3.6% | -0.68% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1.9% | +0.70% | 減碼 |
| 3 | APH | Amphenol Corp-cl A | +1% | -1.23% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.8% | -0.14% | 加碼 |
| 5 | KLAC | Kla CORP | +0.5% | -0.90% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.5% | +0.97% | 減碼 |
| 7 | MSFT | Microsoft CORP | +0.4% | +2.05% | 加碼 |
| 8 | PANW | Palo Alto Networks Inc | +0.4% | +15.70% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +10.92% | 加碼 |
| 10 | MSI | Motorola Solutions Inc | +0.2% | +47.62% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +6.38% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | +0.03% | 加碼 |
| 13 | CEG | Constellation Energy | +0.1% | — | 減碼 |
| 14 | NDAQ | Nasdaq Inc | +0.1% | +22.63% | 加碼 |
| 15 | AXP | American Express Co | +0.1% | -0.05% | 加碼 |
| 16 | NRG | Nrg Energy Inc | +0.1% | — | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.07% | 減碼 |
| 18 | EMR | Emerson Electric Co | +0.1% | +11.50% | 加碼 |
| 19 | SNPS | Synopsys Inc | +0.1% | +11.00% | 加碼 |
| 20 | GPC | Genuine Parts Co | 0% | +3.54% | 加碼 |
| 21 | RTX | Rtx CORP | 0% | — | 不變 |
| 22 | TJX | Tjx Companies Inc | 0% | +6.87% | 加碼 |
| 23 | NFLX | Netflix Inc | 0% | -1.34% | 減碼 |
| 24 | A | Agilent Technologies Inc | 0% | +1.33% | 加碼 |
| 25 | MNST | Monster Beverage CORP | 0% | +0.89% | 加碼 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -0.58% | 減碼 |
| 27 | HD | Home Depot Inc | 0% | +9.09% | 加碼 |
| 28 | ADI | Analog Devices Inc | -0.1% | +2.36% | 減碼 |
| 29 | PNC | Pnc Financial Services Group | -0.1% | — | 減碼 |
| 30 | AMZN | Amazon.com Inc | -0.1% | +1.76% | 加碼 |
| 31 | NOC | Northrop Grumman CORP | -0.1% | -0.25% | 減碼 |
| 32 | MCK | Mckesson CORP | -0.1% | — | 不變 |
| 33 | CMCSA | Comcast Corp-class A | -0.2% | — | 減碼 |
| 34 | PGR | Progressive CORP | -0.2% | — | 減碼 |
| 35 | LNG | Cheniere Energy Inc | -0.2% | -57.29% | 減碼 |
| 36 | PSX | Phillips 66 | -0.2% | -0.30% | 減碼 |
| 37 | AAPL | Apple Inc | -0.3% | +0.54% | 減碼 |
| 38 | AMGN | Amgen Inc | -0.4% | -3.97% | 減碼 |
| 39 | ALL | Allstate CORP | -0.4% | +4.85% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | -0.4% | +6.99% | 減碼 |
| 41 | FICO | Fair Isaac CORP | -0.4% | +0.16% | 減碼 |
| 42 | V | Visa Inc-class A Shares | -0.5% | +3.43% | 減碼 |
| 43 | TMO | Thermo Fisher Scientific Inc | -0.6% | +2.82% | 減碼 |
| 44 | SHW | Sherwin-williams Co/the | -1.7% | -29.77% | 減碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建倉 |
| 46 | MEDP | Medpace Holdings Inc | — | EXIT | 清倉 |
| 47 | DE | Deere & Co | — | EXIT | 清倉 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 49 | SBUX | Starbucks CORP | — | EXIT | 清倉 |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kenora Financial, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 133 個公開持股部位。
在 Q3 2025 季度，Kenora Financial, LLC 按市值排列的前三大核心持股分別為：ORCL (9.8%)、GOOG (9.1%)、AMZN (5.8%)。其中最大持股部位 ORCL 佔據整體投資組合約 9.8% 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
BRK-B
市值: US$52.1萬
本季最大獲利了結 / 清倉標的
MEDP
前期市值: US$44.9萬
在 Q3 2025 季度中，Kenora Financial, LLC 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 19 個部位、減碼 23 個部位以及清倉 3 個部位。 其中最大新建倉標的為 BRK-B。 本季清倉部位包含 MEDP。
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。