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: 0001726375
申報總市值
US$3.1億
US$3.1億
106 檔
29.1%
根據最新整理的 13F 季度數據集，Oak Asset Management, LLC 於 Q3 2025 結束時的管理資產規模為 US$3.1億。該機構在本季度申報了 106 檔美股持倉，呈現出該時期的主要投資地圖。
Oak Asset Management, 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 32 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 AAPL, NVDA, AMGN）占據了總市值的 29.1%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 11.49% | +0.49% | -10.24% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.19% | +0.28% | -0.26% | |
| 3 | AMGN | Amgen Inc | 股票-醫療保健 | 5.61% | -0.31% | -4.31% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.17% | -1.45% | -3.88% | |
| 5 | RTX | Rtx CORP | 股票-工業 | 3.44% | -0.39% | -6.46% | |
| 6 | ORCL | Oracle CORP | 股票-科技 | 3.42% | — | -2.17% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 3.41% | +0.85% | -3.61% | |
| 8 | FAST | Fastenal Co | 股票-工業 | 3.04% | -0.12% | -3.83% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.88% | +0.21% | -1.39% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.76% | +0.05% | -1.61% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 2.22% | -0.20% | -3.03% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | +0.07% | -0.46% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.84% | -0.35% | -3.31% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.80% | +0.08% | -5.95% | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.78% | -0.23% | -3.82% | |
| 16 | FDX | Fedex CORP | 股票-工業 | 1.67% | -0.50% | -1.00% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.67% | -0.09% | -0.71% | |
| 18 | ICE | Intercontinental Exchange In | 股票-金融 | 1.37% | -0.36% | -2.41% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.34% | — | +0.31% | |
| 20 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.30% | +0.38% | -2.38% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.29% | -0.22% | +1.95% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.29% | -0.19% | -2.02% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.22% | +0.23% | — | |
| 24 | NSC | Norfolk Southern CORP | 股票-工業 | 1.15% | -0.03% | -4.40% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.10% | +0.18% | -8.10% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.06% | +0.01% | +1.62% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.04% | -0.06% | +0.65% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.01% | +0.45% | — | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.18% | -2.41% | |
| 30 | AMT | American Tower CORP | 股票-房地產 | 0.94% | -0.10% | -2.43% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | — | -5.25% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.92% | +0.17% | -3.70% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.87% | -0.19% | -23.79% | |
| 34 | TGT | Target CORP | 股票-循環性消費 | 0.81% | -0.02% | -2.53% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.80% | -0.08% | -5.04% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.79% | -0.06% | -6.24% | |
| 37 | WM | Waste Management Inc | 股票-工業 | 0.76% | -0.09% | +14.68% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.76% | +0.41% | -23.71% | |
| 39 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.70% | +0.02% | -0.16% | |
| 40 | CTAS | Cintas CORP | 股票-工業 | 0.65% | -0.03% | -0.32% | |
| 41 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.64% | +0.14% | -0.19% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.63% | +0.09% | -11.24% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.63% | -0.16% | -5.94% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | -0.07% | -0.20% | |
| 45 | MCHP | Microchip Technology Inc | 股票-科技 | 0.61% | +0.21% | — | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.23% | -1.71% | |
| 47 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.58% | -0.02% | -7.17% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.58% | +0.81% | -18.05% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.54% | -0.02% | -0.74% | |
| 50 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.53% | -0.13% | -6.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -0.26% | 減碼 |
| 2 | ORCL | Oracle CORP | +1.5% | -2.17% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.61% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -8.10% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | — | 加碼 |
| 6 | FAST | Fastenal Co | +0.3% | -3.83% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -0.46% | 減碼 |
| 8 | MS | Morgan Stanley | +0.2% | -3.70% | 減碼 |
| 9 | NSC | Norfolk Southern CORP | +0.1% | -4.40% | 減碼 |
| 10 | ADP | Automatic Data Processing | +0.1% | +40.14% | 加碼 |
| 11 | MCHP | Microchip Technology Inc | +0.1% | — | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | — | 不變 |
| 13 | TSLA | Tesla Inc | +0.1% | +1.81% | 加碼 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +28.39% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -0.20% | 不變 |
| 16 | NEE | Nextera Energy Inc | +0.1% | +34.65% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.71% | 減碼 |
| 18 | GPC | Genuine Parts Co | +0.1% | -0.19% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | — | 加碼 |
| 20 | HD | Home Depot Inc | +0.1% | +0.31% | 加碼 |
| 21 | DGRO | Ishares Core Dividend Growth | +0.1% | +1.62% | 加碼 |
| 22 | ABBV | Abbvie Inc | 0% | -1.39% | 減碼 |
| 23 | CVS | Cvs Health CORP | 0% | -2.38% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | 0% | — | 減碼 |
| 25 | AMZN | Amazon.com Inc | 0% | -5.25% | 減碼 |
| 26 | RTX | Rtx CORP | -0.1% | -6.46% | 減碼 |
| 27 | QCOM | Qualcomm Inc | -0.1% | -3.61% | 減碼 |
| 28 | PG | Procter & Gamble Co/the | -0.2% | +0.65% | 加碼 |
| 29 | PEP | Pepsico Inc | -0.2% | -2.41% | 減碼 |
| 30 | REGN | Regeneron Pharmaceuticals | -0.2% | -27.15% | 減碼 |
| 31 | TGT | Target CORP | -0.2% | -2.53% | 減碼 |
| 32 | CMCSA | Comcast Corp-class A | -0.2% | -5.04% | 減碼 |
| 33 | AMT | American Tower CORP | -0.2% | -2.43% | 減碼 |
| 34 | CHD | Church & Dwight Co Inc | -0.3% | -7.17% | 減碼 |
| 35 | MCD | Mcdonald's CORP | -0.3% | -3.31% | 減碼 |
| 36 | V | Visa Inc-class A Shares | -0.3% | -5.95% | 減碼 |
| 37 | SYK | Stryker CORP | -0.3% | -3.03% | 減碼 |
| 38 | DIS | Walt Disney Co/the | -0.3% | -0.62% | 減碼 |
| 39 | ICE | Intercontinental Exchange In | -0.4% | -2.41% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | -0.4% | -12.77% | 減碼 |
| 41 | STZ | Constellation Brands Inc-a | -0.4% | -6.24% | 減碼 |
| 42 | ISRG | Intuitive Surgical Inc | -0.5% | -23.79% | 減碼 |
| 43 | AAPL | Apple Inc | -0.6% | -10.24% | 減碼 |
| 44 | CVX | Chevron CORP | -0.8% | -3.88% | 減碼 |
| 45 | AMGN | Amgen Inc | -1.3% | -4.31% | 減碼 |
| 46 | B | Barrick Mining CORP | — | NEW | 新建倉 |
| 47 | ABX | Barrick Gold CORP | — | EXIT | 清倉 |
| 48 | CEG | Constellation Energy | — | NEW | 新建倉 |
| 49 | VST | Vistra CORP | — | NEW | 新建倉 |
| 50 | PFE | Pfizer Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Asset Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$3.1億，共申報了 106 個公開持股部位。
在 Q3 2025 季度，Oak Asset Management, LLC 按市值排列的前三大核心持股分別為：AAPL (11.5%)、NVDA (6.2%)、AMGN (5.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.5% 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
B
市值: US$93.4萬
本季最大獲利了結 / 清倉標的
ABX
前期市值: US$46.7萬
在 Q3 2025 季度中，Oak Asset Management, LLC 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 30 個部位以及清倉 2 個部位。 其中最大新建倉標的為 B。 本季清倉部位包含 ABX。
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。