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: 0000791540
申報總市值
US$14.8億
US$14.8億
2693 檔
10.2%
根據最新整理的 13F 季度數據集，Lanark Financial, Inc. 於 Q4 2025 結束時的管理資產規模為 US$14.8億。該機構在本季度申報了 2693 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，Lanark Financial, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 30 個既有持股進行加碼（合計增持 32 檔），相較減碼與清倉部位顯著佔優。
整體而言，Lanark Financial, Inc. 的前 5 大持股（包含 AAPL, SPY, MSFT）貢獻了組合市值的 10.2%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 2693 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 | AAPL | Apple Inc | 股票-科技 | 2.91% | +0.05% | -0.14% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.58% | -0.06% | +2.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.16% | -0.22% | -0.38% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.14% | +0.16% | +17.67% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.55% | +0.17% | +26.55% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.06% | -1.93% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.44% | +0.02% | +6.91% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.37% | +0.17% | +3.24% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.32% | +0.09% | -0.80% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | +0.12% | +0.42% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | -0.30% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.89% | +0.11% | +8.23% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | +0.04% | +0.71% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 0.77% | -0.14% | +0.68% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.02% | +0.57% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.70% | — | +13.04% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.68% | -0.12% | -2.80% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.59% | -0.04% | +17.36% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.56% | -0.04% | +25.03% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.54% | -0.02% | +33.49% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.53% | +0.04% | -15.97% | |
| 22 | SRE | Sempra | 股票-公用事業 | 0.52% | -0.08% | +114.21% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.49% | -0.02% | +0.15% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | -0.05% | -0.51% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.48% | +0.06% | -0.49% | |
| 26 | DTM | Dt Midstream Inc | 股票-能源 | 0.47% | -0.01% | -0.11% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.47% | -0.13% | -8.60% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.06% | +1.61% | |
| 29 | WMB | Williams Cos Inc | 股票-能源 | 0.45% | -0.05% | -0.70% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | +0.02% | +30.05% | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 0.44% | -0.01% | -0.09% | |
| 32 | CEG | Constellation Energy | 股票-公用事業 | 0.44% | -0.07% | -0.28% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.06% | -1.14% | |
| 34 | TLN | Talen Energy CORP | 股票-公用事業 | 0.43% | +0.02% | -1.92% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.42% | -0.05% | +6.79% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.42% | +0.02% | -4.17% | |
| 37 | NI | Nisource Inc | 股票-公用事業 | 0.41% | -0.04% | -0.11% | |
| 38 | CCJ | Cameco CORP | 股票-能源 | 0.40% | -0.06% | +0.43% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.39% | -0.02% | -6.61% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.39% | +0.33% | -11.47% | |
| 41 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.39% | +0.15% | +0.74% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.39% | -0.02% | +2.08% | |
| 43 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.38% | -0.11% | +39.40% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.37% | +0.06% | -2.34% | |
| 45 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.37% | +0.10% | +97.23% | |
| 46 | PWR | Quanta Services Inc | 股票-工業 | 0.36% | +0.08% | +0.69% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.36% | -0.12% | +9.22% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.36% | +0.04% | +26.48% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.13% | +0.88% | |
| 50 | IDA | Idacorp Inc | 股票-公用事業 | 0.35% | -0.03% | -0.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +17.67% | 加碼 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.3% | +26.55% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.24% | 加碼 |
| 4 | SRE | Sempra | +0.3% | +114.21% | 加碼 |
| 5 | GLW | Corning Inc | +0.3% | +382.68% | 加碼 |
| 6 | WEC | Wec Energy Group Inc | +0.3% | +5040.63% | 加碼 |
| 7 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.2% | +334.46% | 加碼 |
| 8 | VST | Vistra CORP | +0.2% | +1629.17% | 加碼 |
| 9 | ANET | Arista Networks Inc | +0.1% | +1664.51% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +6.91% | 加碼 |
| 11 | GEV | GE Vernova Inc | +0.1% | +171.88% | 加碼 |
| 12 | IAU | Ishares Gold Trust | +0.1% | +39.40% | 加碼 |
| 13 | MU | Micron Technology Inc | +0.1% | -11.47% | 減碼 |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +33.49% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | -1.14% | 減碼 |
| 16 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +2586.27% | 加碼 |
| 17 | AAPL | Apple Inc | +0.1% | -0.14% | 減碼 |
| 18 | DELL | Dell Technologies -c | +0.1% | +1656.21% | 加碼 |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +25.03% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +1.61% | 加碼 |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +150.21% | 加碼 |
| 22 | AGG | Ishares Core U.s. Aggregate | +0.1% | +30.05% | 加碼 |
| 23 | HUBB | Hubbell Inc | +0.1% | +1379.90% | 加碼 |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +106.63% | 加碼 |
| 25 | CCK | Crown Holdings Inc | +0.1% | +1140.34% | 加碼 |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +13.04% | 加碼 |
| 27 | JEF | Jefferies Financial Group In | +0.1% | +530.34% | 加碼 |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +17.36% | 加碼 |
| 29 | QCOM | Qualcomm Inc | +0.1% | +47.49% | 加碼 |
| 30 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +43.08% | 加碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.91% | 加碼 |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.23% | 加碼 |
| 33 | NFLX | Netflix Inc | -0.1% | +767.21% | 加碼 |
| 34 | ZTS | Zoetis Inc | -0.1% | -59.32% | 減碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -15.97% | 減碼 |
| 36 | IHDG | Wisdomtree International Hed | -0.1% | -94.44% | 減碼 |
| 37 | FISV | Fiserv Inc | -0.1% | -84.03% | 減碼 |
| 38 | FFIV | F5 Inc | -0.2% | -98.42% | 減碼 |
| 39 | TMUS | T-mobile US Inc | -0.2% | -8.60% | 減碼 |
| 40 | ORCL | Oracle CORP | -0.2% | -1.28% | 減碼 |
| 41 | T | At&t Inc | -0.2% | -71.46% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.2% | -0.38% | 減碼 |
| 43 | PNW | Pinnacle West Capital | -0.3% | -97.97% | 減碼 |
| 44 | ATO | Atmos Energy CORP | -0.3% | -98.31% | 減碼 |
| 45 | PEG | Public Service Enterprise Gp | -0.3% | -90.29% | 減碼 |
| 46 | LIN | Linde plc | -0.3% | -85.75% | 減碼 |
| 47 | TXNM | Txnm Energy Inc | — | EXIT | 清倉 |
| 48 | TIC | Tic Solutions Inc | — | NEW | 新建倉 |
| 49 | GLTR | Abrdn Precious Metals Basket | — | NEW | 新建倉 |
| 50 | SPLP 6 02-07-26 A債券 | Steel Partners Hlds LP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lanark Financial, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$14.8億，共申報了 2693 個公開持股部位。
在 Q4 2025 季度，Lanark Financial, Inc. 按市值排列的前三大核心持股分別為：AAPL (2.9%)、SPY (2.6%)、MSFT (2.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.9% 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
TIC
市值: US$222.9萬
本季最大獲利了結 / 清倉標的
TXNM
前期市值: US$224.6萬
在 Q4 2025 季度中，Lanark Financial, Inc. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 30 個部位、減碼 16 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TIC。 本季清倉部位包含 TXNM。
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。