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: 0001839430
申報總市值
US$10.7億
US$10.7億
165 檔
15.6%
在 Q2 2025 申報期間，Oak Harvest Investment Services（CIK: 0001839430）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.7億，共持有 165 個公開申報部位。
Q2 2025 數據顯示 Oak Harvest Investment Services 積極進場，新開立 16 個部位並同步加碼 13 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Oak Harvest Investment Services 的前 5 大核心持股（包含 VGSH, VOO, JPM 等）合計佔整體申報市值的 15.6%，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
MMM
市值: US$642.8萬
本季最大獲利了結 / 清倉標的
YUMC
前期市值: US$920.6萬
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 6.28% | -0.52% | +2.86% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.18% | -0.07% | -1.49% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.60% | +0.51% | -0.29% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.99% | -0.20% | -0.89% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.92% | +0.41% | -1.84% | |
| 6 | MS | Morgan Stanley | 股票-金融 | 2.31% | +0.58% | +3.25% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.15% | -0.68% | -0.38% | |
| 8 | NTRS | Northern Trust CORP | 股票-金融 | 1.84% | +0.01% | -5.27% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.76% | +0.53% | +13.10% | |
| 10 | BLK | Blackrock Inc | 股票-金融 | 1.68% | -1.22% | +7.83% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.65% | -0.07% | -2.32% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.62% | -0.24% | +1.92% | |
| 13 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.57% | -0.45% | -4.40% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.55% | +0.04% | +4.57% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | +0.92% | +39.13% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事業 | 1.53% | -0.18% | +70.48% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.53% | -0.10% | +8.55% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.49% | -0.01% | +4.35% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.48% | — | +34.40% | |
| 20 | SUB | Ishares Short-term National | ETF-其他 | 1.46% | -0.08% | +8.31% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.01% | +2.51% | |
| 22 | DE | Deere & Co | 股票-工業 | 1.41% | -0.70% | +205.93% | |
| 23 | AMGN | Amgen Inc | 股票-醫療保健 | 1.23% | -0.06% | +2.88% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.23% | -0.08% | -2.65% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.22% | -1.17% | EXIT | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.20% | -0.35% | +2.67% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | +0.66% | +0.48% | |
| 28 | ADI | Analog Devices Inc | 股票-科技 | 1.10% | +0.04% | +1.69% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.70% | +1.57% | |
| 30 | PNC | Pnc Financial Services Group | 股票-金融 | 1.04% | — | -25.56% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.02% | -0.03% | -2.78% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 1.02% | — | +3.82% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.00% | +0.03% | -5.36% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.97% | — | +5.45% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.95% | — | -5.80% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | -0.15% | -1.09% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.92% | +0.02% | -7.87% | |
| 38 | CME | Cme Group Inc | 股票-金融 | 0.89% | +0.01% | +1.24% | |
| 39 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.88% | — | -0.73% | |
| 40 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.86% | — | +2.22% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.85% | -0.04% | +2.93% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.85% | — | +4.11% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.04% | -0.63% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.81% | +0.01% | +5.93% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.81% | -0.51% | — | |
| 46 | DELL | Dell Technologies -c | 股票-科技 | 0.79% | +0.23% | — | |
| 47 | FANG | Diamondback Energy Inc | 股票-能源 | 0.74% | -0.21% | +4.49% | |
| 48 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.69% | -0.69% | EXIT | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.67% | +0.12% | +7.97% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.64% | -0.03% | +2.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.9% | +205.93% | 加碼 |
| 2 | MMM | 3m Co | +0.8% | NEW | 新建倉 |
| 3 | DELL | Dell Technologies -c | +0.8% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +0.7% | -0.38% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.7% | +39.13% | 加碼 |
| 6 | DUK | Duke Energy CORP | +0.5% | +70.48% | 加碼 |
| 7 | VRT | Vertiv Holdings Co-a | +0.5% | NEW | 新建倉 |
| 8 | ETN | Eaton Corporation plc | +0.5% | +288.83% | 加碼 |
| 9 | AMLP | Alerian Mlp ETF | +0.5% | NEW | 新建倉 |
| 10 | ABBV | Abbvie Inc | +0.5% | NEW | 新建倉 |
| 11 | EA | Electronic Arts Inc | +0.5% | NEW | 新建倉 |
| 12 | ORCL | Oracle CORP | +0.4% | +2.51% | 加碼 |
| 13 | FIX | Comfort Systems USA Inc | +0.4% | NEW | 新建倉 |
| 14 | ASML | ASML Holding N.V. | +0.4% | NEW | 新建倉 |
| 15 | CGNX | Cognex CORP | +0.4% | NEW | 新建倉 |
| 16 | CIEN | Ciena CORP | +0.4% | NEW | 新建倉 |
| 17 | FN | Fabrinet | +0.4% | NEW | 新建倉 |
| 18 | CCJ | Cameco CORP | +0.3% | NEW | 新建倉 |
| 19 | CLS | Celestica Inc | +0.3% | NEW | 新建倉 |
| 20 | PANW | Palo Alto Networks Inc | +0.3% | NEW | 新建倉 |
| 21 | ABT | Abbott Laboratories | +0.3% | +34.40% | 加碼 |
| 22 | EW | Edwards Lifesciences CORP | +0.3% | NEW | 新建倉 |
| 23 | TWLO | Twilio Inc - A | +0.3% | +58.17% | 加碼 |
| 24 | MS | Morgan Stanley | +0.2% | +3.25% | 加碼 |
| 25 | FRSH | Freshworks Inc-cl A | +0.2% | +174.17% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.2% | +13.10% | 加碼 |
| 27 | MPWR | Monolithic Power Systems Inc | +0.2% | NEW | 新建倉 |
| 28 | JPM | Jpmorgan Chase & Co | +0.2% | -0.29% | 減碼 |
| 29 | NTRS | Northern Trust CORP | +0.2% | -5.27% | 減碼 |
| 30 | VUG | Vanguard Growth ETF | +0.2% | +4.57% | 加碼 |
| 31 | MSFT | Microsoft CORP | +0.1% | -0.63% | 減碼 |
| 32 | BLK | Blackrock Inc | +0.1% | +7.83% | 加碼 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.49% | 減碼 |
| 34 | LH | Labcorp Holdings Inc | -0.2% | -70.32% | 減碼 |
| 35 | FFIV | F5 Inc | -0.3% | -46.53% | 減碼 |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.3% | -39.21% | 減碼 |
| 37 | CMCSA | Comcast Corp-class A | -0.3% | -23.04% | 減碼 |
| 38 | HUBS | Hubspot Inc | -0.3% | EXIT | 清倉 |
| 39 | GDDY | Godaddy Inc - Class A | -0.4% | EXIT | 清倉 |
| 40 | NFLX | Netflix Inc | -0.4% | -62.70% | 減碼 |
| 41 | BMY | Bristol-myers Squibb Co | -0.4% | +5.45% | 加碼 |
| 42 | PNC | Pnc Financial Services Group | -0.4% | -25.56% | 減碼 |
| 43 | PEP | Pepsico Inc | -0.5% | -38.18% | 減碼 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | -95.05% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.5% | -33.90% | 減碼 |
| 46 | HPQ | Hp Inc | -0.7% | EXIT | 清倉 |
| 47 | AAPL | Apple Inc | -0.7% | -1.84% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.8% | -85.86% | 減碼 |
| 49 | YUMC | Yum China Holdings Inc | -1.3% | EXIT | 清倉 |
| 50 | WMT | Walmart Inc | -1.7% | -82.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Harvest Investment Services 在 Q2 2025 季度的美股持倉總市值約為 US$10.7億，共申報了 165 個公開持股部位。
在 Q2 2025 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分別為：VGSH (6.3%)、VOO (5.2%)、JPM (3.6%)。其中最大持股部位 VGSH 佔據整體投資組合約 6.3% 的權重。
在 Q2 2025 季度中，Oak Harvest Investment Services 共進行了 50 項持倉異動，包含新建倉 16 個部位、加碼 13 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 MMM。 本季清倉部位包含 YUMC。
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。