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: 0001840455
申報總市值
US$6.3億
US$6.3億
219 檔
12.8%
截至 Q3 2025 季度末，Kesler, Norman & Wride, LLC 的美股持倉估值約為 US$6.3億，全數申報部位共有 219 檔。
Kesler, Norman & Wride, LLC 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 KR, AAPL, SPY）占據了總市值的 12.8%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 219 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 | KR | Kroger Co | 股票-非循環性消費 | 4.18% | -0.97% | -0.00% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.49% | +0.20% | -2.24% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.35% | +0.09% | -0.17% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.92% | -0.22% | -2.74% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.98% | -0.25% | +2.08% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.91% | +0.12% | +295.10% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | -0.03% | -2.37% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 1.67% | -0.16% | -9.14% | |
| 9 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.64% | -0.48% | -3.03% | |
| 10 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-其他 | 1.57% | — | +20.25% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.56% | +0.08% | -4.93% | |
| 12 | COR | Cencora Inc | 股票-醫療保健 | 1.53% | -0.31% | +0.46% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 1.51% | -0.42% | -2.89% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.48% | -0.11% | +266.38% | |
| 15 | ADI | Analog Devices Inc | 股票-科技 | 1.46% | +0.19% | -3.60% | |
| 16 | ACN | Accenture plc | 股票-科技 | 1.45% | -0.31% | -4.20% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.40% | -0.06% | -2.42% | |
| 18 | GD | General Dynamics CORP | 股票-工業 | 1.40% | -0.09% | +2.62% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.32% | -0.06% | -3.21% | |
| 20 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.32% | -0.13% | -10.49% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.29% | -0.12% | +1.77% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | +0.34% | -5.15% | |
| 23 | TAX | Cambria Tax Aware ETF | ETF-其他 | 1.28% | +0.07% | +11.26% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.24% | +0.39% | +13.24% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.23% | -0.16% | -5.33% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.20% | +0.53% | -0.53% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 1.19% | -0.08% | +5.84% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.19% | -0.16% | -1.62% | |
| 29 | PH | Parker Hannifin CORP | 股票-工業 | 1.18% | +0.02% | -3.74% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 1.17% | +0.03% | -4.12% | |
| 31 | LHX | L3harris Technologies Inc | 股票-工業 | 1.17% | -0.41% | -4.73% | |
| 32 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.28% | +1.54% | |
| 33 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.12% | -0.19% | -4.53% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.11% | -0.07% | -1.89% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.07% | -0.12% | -2.07% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 1.03% | +0.02% | -2.37% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.14% | -3.13% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.93% | +0.24% | -2.66% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.93% | -0.19% | -0.26% | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.91% | -0.14% | -5.90% | |
| 41 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.89% | +0.06% | -2.48% | |
| 42 | MDT | Medtronic plc | 股票-醫療保健 | 0.89% | -0.04% | +323.45% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.87% | +0.08% | -3.37% | |
| 44 | KEY | Keycorp | 股票-金融 | 0.87% | — | — | |
| 45 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.05% | +0.69% | |
| 46 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.83% | -0.08% | +6.06% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.74% | +0.03% | NEW | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.33% | -13.39% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.05% | -17.24% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.27% | -8.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -2.24% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.4% | -4.93% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.4% | -2.74% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | -2.37% | 減碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.17% | 減碼 |
| 6 | FIW | First Trust Water ETF | +0.2% | +196.12% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.66% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +232.83% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.2% | +90.53% | 加碼 |
| 10 | VGT | Vanguard Info Tech ETF | +0.2% | -5.15% | 減碼 |
| 11 | ACN | Accenture plc | +0.2% | -4.20% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.69% | 加碼 |
| 13 | TAX | Cambria Tax Aware ETF | +0.2% | +11.26% | 加碼 |
| 14 | LMT | Lockheed Martin CORP | +0.2% | +1.54% | 加碼 |
| 15 | EMR | Emerson Electric Co | +0.1% | -2.37% | 減碼 |
| 16 | UPS | United Parcel Service-cl B | +0.1% | +1376.42% | 加碼 |
| 17 | SYLD | Cambria Shareholder Yield Et | +0.1% | +6.06% | 加碼 |
| 18 | V | Visa Inc-class A Shares | -0.1% | -3.37% | 減碼 |
| 19 | KKR | Kkr & Co Inc | -0.1% | -64.83% | 減碼 |
| 20 | UNH | Unitedhealth Group Inc | -0.1% | +295.10% | 減碼 |
| 21 | XOM | Exxon Mobil CORP | -0.1% | -8.85% | 減碼 |
| 22 | RTX | Rtx CORP | -0.1% | -25.57% | 減碼 |
| 23 | FFIV | F5 Inc | -0.1% | -60.96% | 減碼 |
| 24 | AMGN | Amgen Inc | -0.1% | +5.84% | 加碼 |
| 25 | MDT | Medtronic plc | -0.1% | +323.45% | 減碼 |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -17.24% | 減碼 |
| 27 | LLY | Eli Lilly & Co | -0.1% | -13.39% | 減碼 |
| 28 | MS | Morgan Stanley | -0.1% | -48.64% | 減碼 |
| 29 | CB | Chubb Limited | -0.1% | -2.42% | 減碼 |
| 30 | FLOT | Ishares Floating Rate Bond E | -0.2% | -10.49% | 減碼 |
| 31 | ABT | Abbott Laboratories | -0.2% | -1.62% | 減碼 |
| 32 | PLTR | Palantir Technologies Inc-a | -0.2% | -42.14% | 減碼 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -19.13% | 減碼 |
| 34 | ICE | Intercontinental Exchange In | -0.2% | -2.89% | 減碼 |
| 35 | JNJ | Johnson & Johnson | -0.3% | +266.38% | 減碼 |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.3% | -46.08% | 減碼 |
| 37 | KR | Kroger Co | -0.3% | -0.00% | 減碼 |
| 38 | COR | Cencora Inc | -0.3% | +0.46% | 減碼 |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.6% | +20.25% | 減碼 |
| 40 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建倉 |
| 41 | PANW | Palo Alto Networks Inc | — | NEW | 新建倉 |
| 42 | YELP | Yelp Inc | — | EXIT | 清倉 |
| 43 | TJX | Tjx Companies Inc | — | EXIT | 清倉 |
| 44 | GS | Goldman Sachs Group Inc | — | NEW | 新建倉 |
| 45 | CDNS | Cadence Design Sys Inc | — | EXIT | 清倉 |
| 46 | APO | Apollo Global Management Inc | — | EXIT | 清倉 |
| 47 | APP | Applovin Corp-class A | — | EXIT | 清倉 |
| 48 | T86 | Tri Pointe Homes Inc | — | NEW | 新建倉 |
| 49 | CI | THE Cigna Group | — | NEW | 新建倉 |
| 50 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kesler, Norman & Wride, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$6.3億，共申報了 219 個公開持股部位。
在 Q3 2025 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分別為：KR (4.2%)、AAPL (3.5%)、SPY (3.4%)。其中最大持股部位 KR 佔據整體投資組合約 4.2% 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
TTD
市值: US$125.2萬
本季最大獲利了結 / 清倉標的
YELP
前期市值: US$95.6萬
在 Q3 2025 季度中，Kesler, Norman & Wride, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 10 個部位、減碼 29 個部位以及清倉 5 個部位。 其中最大新建倉標的為 TTD。 本季清倉部位包含 YELP。
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。