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: 0002026127
申報總市值
US$2.1億
US$2.1億
163 檔
16.3%
截至 Q3 2025 季度末，Keynote Financial Services LLC 的美股持倉估值約為 US$2.1億，全數申報部位共有 163 檔。
在 Q3 2025，Keynote Financial Services LLC 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 21 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
整體而言，Keynote Financial Services LLC 的前 5 大持股（包含 AAPL, ABBV, MSFT）貢獻了組合市值的 16.3%，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 | AAPL | Apple Inc | 股票-科技 | 6.02% | -0.04% | -2.94% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 5.67% | -0.03% | -0.67% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.17% | -0.08% | -1.40% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 3.10% | -0.31% | +84.21% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.02% | -0.12% | +5.42% | |
| 6 | RTX | Rtx CORP | 股票-工業 | 2.95% | -0.42% | -2.26% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.52% | +0.20% | -1.54% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.14% | -0.22% | -0.56% | |
| 9 | T | At&t Inc | 股票-通訊服務 | 1.93% | -0.68% | +1.65% | |
| 10 | INTC | Intel CORP | 股票-科技 | 1.77% | +2.32% | -1.17% | |
| 11 | PFE | Pfizer Inc | 股票-醫療保健 | 1.52% | -0.35% | +1.95% | |
| 12 | HTO | H2o America | 股票-其他 | 1.51% | -0.19% | +11.44% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.42% | -0.18% | -0.49% | |
| 14 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.41% | -0.63% | +1.82% | |
| 15 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.33% | +0.23% | -1.92% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.25% | -0.12% | -0.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.21% | -0.02% | -0.31% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.18% | -0.38% | +1.24% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.12% | -0.04% | -8.35% | |
| 20 | MMM | 3m Co | 股票-工業 | 1.12% | +0.03% | -3.79% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.10% | -0.14% | +19.02% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.06% | -0.01% | -0.34% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.05% | — | -4.83% | |
| 24 | MO | Altria Group Inc | 股票-非循環性消費 | 1.01% | -0.07% | -0.12% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 0.94% | +0.21% | +0.76% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.21% | +6.57% | |
| 27 | CLF | Cleveland-cliffs Inc | 股票-原物料 | 0.90% | -0.02% | -0.13% | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 0.90% | +0.26% | -3.15% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.90% | -0.26% | +36.34% | |
| 30 | DINO | Hf Sinclair CORP | 股票-能源 | 0.89% | -0.06% | -0.19% | |
| 31 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.87% | -0.12% | +0.13% | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.83% | -0.09% | -0.53% | |
| 33 | CRK | Comstock Resources Inc | 股票-其他 | 0.81% | -0.27% | -5.59% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.80% | -0.16% | -3.11% | |
| 35 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.79% | -0.02% | -4.00% | |
| 36 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.79% | +0.05% | +1.94% | |
| 37 | UNM | Unum Group | 股票-金融 | 0.77% | +0.05% | -0.31% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.32% | +0.45% | |
| 39 | RAVI | Flexshares Ultra-short Incom | ETF-其他 | 0.75% | -0.07% | -18.09% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.02% | -0.10% | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | -0.03% | +1.98% | |
| 42 | LNC | Lincoln National CORP | 股票-金融 | 0.73% | -0.08% | -2.63% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | -0.06% | — | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.05% | -1.22% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.69% | -0.10% | — | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.69% | +1.42% | -5.75% | |
| 47 | COHR | Coherent Corp. | 股票-科技 | 0.68% | +0.30% | -10.68% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.65% | -0.02% | -0.12% | |
| 49 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | +0.01% | — | |
| 50 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | +0.66% | -2.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +3% | +84.21% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.54% | 加碼 |
| 3 | INTC | Intel CORP | +0.4% | -1.17% | 加碼 |
| 4 | CLF | Cleveland-cliffs Inc | +0.4% | -0.13% | 加碼 |
| 5 | LITE | Lumentum Holdings Inc | +0.4% | -4.00% | 減碼 |
| 6 | MSFT | Microsoft CORP | +0.4% | -1.40% | 減碼 |
| 7 | NVDA | Nvidia CORP | +0.4% | -4.83% | 加碼 |
| 8 | DINO | Hf Sinclair CORP | +0.3% | -0.19% | 加碼 |
| 9 | ✓ | Denison Mines CORP | +0.3% | +0.32% | 加碼 |
| 10 | SWBI | Smith & Wesson Brands, Inc. | +0.3% | +416.30% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | -5.75% | 減碼 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +36.34% | 加碼 |
| 13 | FLO | Flowers Foods Inc | +0.2% | +104.94% | 加碼 |
| 14 | SOUN | Soundhound Ai Inc-a | +0.2% | +41.78% | 加碼 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +5.42% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | -1.22% | 減碼 |
| 17 | LRCXEUR | Lam Research CORP | +0.2% | -0.17% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | -3.15% | 減碼 |
| 19 | PEP | Pepsico Inc | +0.1% | -0.89% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.1% | -4.92% | 減碼 |
| 21 | ULTA | Ulta Beauty Inc | +0.1% | -0.52% | 減碼 |
| 22 | WFC 4.75 PERP Z債券 | Wells Fargo & Company | +0.1% | +17.21% | 加碼 |
| 23 | COHR | Coherent Corp. | +0.1% | -10.68% | 減碼 |
| 24 | O | Realty Income CORP | +0.1% | +33.59% | 加碼 |
| 25 | REGN | Regeneron Pharmaceuticals | +0.1% | +25.34% | 加碼 |
| 26 | RTX | Rtx CORP | +0.1% | -2.26% | 減碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -0.31% | 減碼 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | -0.53% | 減碼 |
| 29 | AMAT | Applied Materials Inc | +0.1% | -2.49% | 減碼 |
| 30 | AMGN | Amgen Inc | 0% | +19.02% | 加碼 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -0.49% | 加碼 |
| 32 | PFE | Pfizer Inc | -0.1% | +1.95% | 加碼 |
| 33 | LYB | LyondellBasell Industries N.V. | -0.2% | +2.47% | 加碼 |
| 34 | AGQ | Proshares Ultra Silver | -0.2% | -49.82% | 減碼 |
| 35 | KHC | Kraft Heinz Co/the | -0.3% | -10.80% | 減碼 |
| 36 | RAVI | Flexshares Ultra-short Incom | -0.4% | -18.09% | 減碼 |
| 37 | PG | Procter & Gamble Co/the | -0.4% | -0.22% | 減碼 |
| 38 | AAPL | Apple Inc | -0.4% | -2.94% | 減碼 |
| 39 | ABBV | Abbvie Inc | -0.4% | -0.67% | 減碼 |
| 40 | CRK | Comstock Resources Inc | -0.5% | -5.59% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.5% | +0.13% | 加碼 |
| 42 | HHH | Howard Hughes Holdings Inc | — | NEW | 新建倉 |
| 43 | BIRK | Birkenstock Holding plc | — | NEW | 新建倉 |
| 44 | RGA | Reinsurance Group Of America | — | NEW | 新建倉 |
| 45 | COF 6.25 PERP C債券 | Capital One Financial Co | — | NEW | 新建倉 |
| 46 | HII | Huntington Ingalls Industrie | — | NEW | 新建倉 |
| 47 | GE | General Electric | — | NEW | 新建倉 |
| 48 | COST | Costco Wholesale CORP | — | EXIT | 清倉 |
| 49 | APLD | Applied Digital CORP | — | NEW | 新建倉 |
| 50 | FIX | Comfort Systems USA Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Keynote Financial Services LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.1億，共申報了 163 個公開持股部位。
在 Q3 2025 季度，Keynote Financial Services LLC 按市值排列的前三大核心持股分別為：AAPL (6.0%)、ABBV (5.7%)、MSFT (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
HHH
市值: US$86.5萬
本季最大獲利了結 / 清倉標的
COST
前期市值: US$24.2萬
在 Q3 2025 季度中，Keynote Financial Services LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 21 個部位、減碼 20 個部位以及清倉 1 個部位。 其中最大新建倉標的為 HHH。 本季清倉部位包含 COST。
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。