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: 0000836372
申報總市值
US$17.9億
US$17.9億
131 檔
28.6%
在 Q4 2025 的 13F 官方備案中，Oak Associates LTD /oh/ 管理的美股投資組合規模來到 US$17.9億，整體持股檔數為 131 檔。
數據顯示 Oak Associates LTD /oh/ 於 Q4 2025 季度持續回收資金，對 58 個既有部位進行裁減並清倉 4 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Oak Associates LTD /oh/ 的前 5 大核心持股（包含 GOOG, AMZN, KLAC 等）合計佔整體申報市值的 28.6%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
NFLX
市值: US$1359.5萬
本季最大獲利了結 / 清倉標的
CHKP
前期市值: US$703.7萬
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 8.27% | -0.16% | -5.24% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.29% | -0.38% | -0.43% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 5.98% | +3.93% | -7.49% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.90% | -0.40% | +0.48% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | -0.56% | +4.00% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 4.27% | +1.20% | +0.27% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.93% | -0.72% | +0.48% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.64% | -0.17% | -1.37% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 3.35% | -0.24% | +7.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.05% | -0.08% | -9.00% | |
| 11 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.69% | -0.52% | -5.75% | |
| 12 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.49% | +0.45% | +0.64% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 2.46% | -0.40% | +0.38% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.39% | -0.17% | +0.80% | |
| 15 | ORCL | Oracle CORP | 股票-科技 | 1.93% | -0.09% | -44.20% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 1.84% | -0.10% | — | |
| 17 | QCOM | Qualcomm Inc | 股票-科技 | 1.84% | +0.24% | +0.57% | |
| 18 | SNPS | Synopsys Inc | 股票-科技 | 1.81% | -0.11% | — | |
| 19 | ADBE | Adobe Inc | 股票-科技 | 1.67% | -0.73% | +7.32% | |
| 20 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.53% | -0.38% | +1.01% | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.46% | +0.29% | — | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.33% | -0.21% | +1.08% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.32% | +1.89% | — | |
| 24 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.30% | -0.25% | +0.73% | |
| 25 | NTAP | Netapp Inc | 股票-科技 | 1.25% | +0.12% | -0.71% | |
| 26 | EBAY | Ebay Inc | 股票-循環性消費 | 1.13% | — | — | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.17% | — | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 1.11% | -0.19% | +1.48% | |
| 29 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.95% | -0.15% | -2.58% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.93% | -0.39% | — | |
| 31 | ROK | Rockwell Automation Inc | 股票-工業 | 0.83% | +0.12% | +2.16% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.82% | -0.43% | — | |
| 33 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.67% | EXIT | |
| 34 | ALC | Alcon Inc. | 股票-醫療保健 | 0.79% | -0.22% | +1.87% | |
| 35 | CI | THE Cigna Group | 股票-醫療保健 | 0.79% | -0.13% | +1.27% | |
| 36 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.72% | -0.16% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.65% | -0.04% | +2.83% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.64% | -0.20% | +1.88% | |
| 39 | MCK | Mckesson CORP | 股票-醫療保健 | 0.63% | -0.19% | -15.82% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.57% | +0.45% | -3.82% | |
| 41 | STT | State Street CORP | 股票-金融 | 0.55% | +0.05% | +2.76% | |
| 42 | DOX | Amdocs Limited | 股票-科技 | 0.53% | -0.18% | — | |
| 43 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.49% | -0.18% | +0.67% | |
| 44 | AIZ | Assurant Inc | 股票-金融 | 0.48% | +0.01% | — | |
| 45 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.38% | +0.02% | -0.73% | |
| 46 | AEIS | Advanced Energy Industries | 股票-工業 | 0.31% | -0.01% | -7.19% | |
| 47 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.30% | -0.08% | -4.86% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.30% | -0.08% | -0.98% | |
| 49 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.26% | -0.02% | -13.99% | |
| 50 | PAYX | Paychex Inc | 股票-科技 | 0.25% | -0.01% | +6.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -5.24% | 減碼 |
| 2 | CSCO | Cisco Systems Inc | +0.4% | +0.27% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -9.00% | 減碼 |
| 4 | AMGN | Amgen Inc | +0.3% | +0.38% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.3% | — | 不變 |
| 6 | V | Visa Inc-class A Shares | +0.3% | +7.31% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | -0.43% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +0.48% | 加碼 |
| 9 | KLAC | Kla CORP | +0.2% | -7.49% | 減碼 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.1% | +0.67% | 加碼 |
| 11 | CB | Chubb Limited | +0.1% | +1.08% | 加碼 |
| 12 | CRM | Salesforce Inc | +0.1% | +1.48% | 加碼 |
| 13 | APH | Amphenol Corp-cl A | +0.1% | — | 不變 |
| 14 | LRCX | Lam Research CORP | +0.1% | -3.82% | 減碼 |
| 15 | AAPL | Apple Inc | +0.1% | — | 不變 |
| 16 | ROK | Rockwell Automation Inc | +0.1% | +2.16% | 加碼 |
| 17 | AKAM | Akamai Technologies Inc | +0.1% | — | 不變 |
| 18 | ADBE | Adobe Inc | +0.1% | +7.32% | 加碼 |
| 19 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.73% | 加碼 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +1.88% | 加碼 |
| 21 | STT | State Street CORP | +0.1% | +2.76% | 加碼 |
| 22 | ACN | Accenture plc | +0.1% | — | 不變 |
| 23 | ISRG | Intuitive Surgical Inc | +0.1% | -0.98% | 減碼 |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | +2.83% | 加碼 |
| 25 | ALC | Alcon Inc. | 0% | +1.87% | 加碼 |
| 26 | AIZ | Assurant Inc | 0% | — | 不變 |
| 27 | JAZZ | Jazz Pharmaceuticals plc | 0% | -1.60% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.80% | 加碼 |
| 29 | QCOM | Qualcomm Inc | 0% | +0.57% | 加碼 |
| 30 | AEIS | Advanced Energy Industries | 0% | -7.19% | 減碼 |
| 31 | PLTR | Palantir Technologies Inc-a | 0% | +47.08% | 加碼 |
| 32 | CAH | Cardinal Health Inc | 0% | -13.99% | 減碼 |
| 33 | NEM | Newmont CORP | 0% | — | 不變 |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +81.35% | 加碼 |
| 35 | KLIC | Kulicke & Soffa Industries | 0% | -1.48% | 減碼 |
| 36 | LLY | Eli Lilly & Co | 0% | -2.01% | 減碼 |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | -1.97% | 減碼 |
| 38 | MRK | Merck & Co. Inc. | 0% | -1.94% | 減碼 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | -1.97% | 減碼 |
| 40 | COHU | Cohu Inc | 0% | -1.81% | 減碼 |
| 41 | IQV | Iqvia Holdings Inc | 0% | -2.05% | 減碼 |
| 42 | INCY | Incyte CORP | 0% | -1.99% | 減碼 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 0% | +32.01% | 加碼 |
| 44 | JNJ | Johnson & Johnson | 0% | -1.93% | 減碼 |
| 45 | UTHR | United Therapeutics CORP | 0% | -8.99% | 減碼 |
| 46 | CTRA | Coterra Energy Inc | 0% | — | 不變 |
| 47 | MEDP | Medpace Holdings Inc | 0% | -1.97% | 減碼 |
| 48 | NHC | National Healthcare CORP | 0% | -1.97% | 減碼 |
| 49 | ✓ | Csg Systems International In | 0% | — | 不變 |
| 50 | VTRS | Viatris Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Oak Associates LTD /oh/ 在 Q4 2025 季度的美股持倉總市值約為 US$17.9億，共申報了 131 個公開持股部位。
在 Q4 2025 季度，Oak Associates LTD /oh/ 按市值排列的前三大核心持股分別為：GOOG (8.3%)、AMZN (7.3%)、KLAC (6.0%)。其中最大持股部位 GOOG 佔據整體投資組合約 8.3% 的權重。
在 Q4 2025 季度中，Oak Associates LTD /oh/ 共進行了 92 項持倉異動，包含新建倉 5 個部位、加碼 25 個部位、減碼 58 個部位以及清倉 4 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 CHKP。
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。
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。
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。