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
176 檔
17.6%
Oak Harvest Investment Services 在 Q4 2025 季度的美股部位總計估值為 US$10.7億，分散於 176 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2025 期間，Oak Harvest Investment Services 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 9 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VGSH, VOO, AAPL）累計市值佔比達 17.6%，是驅動 Oak Harvest Investment Services 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 6.11% | -0.52% | +8.41% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.03% | -0.07% | +0.98% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.66% | +0.41% | -13.38% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | +0.51% | +1.91% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.87% | -0.20% | +1.72% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | -0.68% | +20.66% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.46% | +0.58% | -0.85% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.04% | +79.06% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.53% | +14.71% | |
| 10 | VUG | Vanguard Growth ETF | ETF-其他 | 1.69% | +0.04% | +6.76% | |
| 11 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.66% | -0.16% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.92% | +3.40% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.54% | -0.07% | +0.30% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.46% | -0.10% | +6.33% | |
| 15 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.44% | -0.45% | -28.11% | |
| 16 | SUB | Ishares Short-term National | ETF-其他 | 1.41% | -0.08% | +7.74% | |
| 17 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.40% | -0.24% | +2.55% | |
| 18 | MCO | Moody's CORP | 股票-金融 | 1.34% | — | — | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | -0.70% | -0.56% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.22% | -0.15% | +68.04% | |
| 21 | MMM | 3m Co | 股票-工業 | 1.20% | -0.51% | +54.21% | |
| 22 | DUK | Duke Energy CORP | 股票-公用事業 | 1.19% | -0.18% | -12.82% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.16% | -0.08% | +1.28% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.16% | -1.17% | EXIT | |
| 25 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.06% | +0.66% | +4.98% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.04% | -0.02% | EXIT | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.02% | -0.21% | +74.31% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 1.01% | -1.22% | +12176.07% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +0.09% | +5.19% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | -0.05% | -0.15% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.35% | -15.67% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.95% | +0.74% | -3.66% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.01% | -23.73% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.94% | -0.03% | -2.11% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.93% | -0.11% | +8.62% | |
| 36 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.91% | +0.01% | +8.39% | |
| 37 | EXE | Expand Energy CORP | 股票-能源 | 0.87% | -0.88% | +2736.57% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.84% | -0.70% | +1443.77% | |
| 39 | SCCO | Southern Copper CORP | 股票-原物料 | 0.83% | +0.52% | — | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.82% | -0.06% | -37.22% | |
| 41 | CME | Cme Group Inc | 股票-金融 | 0.80% | +0.01% | +1.94% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | +0.02% | -7.82% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.80% | -0.19% | +1.41% | |
| 44 | FANG | Diamondback Energy Inc | 股票-能源 | 0.78% | -0.21% | +5.31% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.74% | +0.12% | +6.30% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.74% | -1.01% | — | |
| 47 | CIEN | Ciena CORP | 股票-科技 | 0.73% | -0.46% | +2.74% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | — | +40.46% | |
| 49 | VTV | Vanguard Value ETF | ETF-其他 | 0.71% | -0.03% | +10.72% | |
| 50 | NTRS | Northern Trust CORP | 股票-金融 | 0.71% | +0.01% | -36.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +79.06% | 加碼 |
| 2 | EXE | Expand Energy CORP | +0.8% | +2736.57% | 加碼 |
| 3 | DE | Deere & Co | +0.8% | +1443.77% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.4% | +20.66% | 加碼 |
| 5 | MCD | Mcdonald's CORP | +0.4% | +74.31% | 加碼 |
| 6 | MMM | 3m Co | +0.4% | +54.21% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.4% | +68.04% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +14.71% | 加碼 |
| 9 | TEVA | Teva Pharmaceutical-sp Adr | +0.3% | +154.77% | 加碼 |
| 10 | LLY | Eli Lilly & Co | +0.3% | +5.19% | 加碼 |
| 11 | IONQ | Ionq Inc | +0.3% | +772.87% | 加碼 |
| 12 | CIEN | Ciena CORP | +0.3% | +2.74% | 加碼 |
| 13 | MDT | Medtronic plc | +0.2% | +34.66% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +35.36% | 加碼 |
| 15 | TWLO | Twilio Inc - A | +0.2% | +10.17% | 加碼 |
| 16 | QCOM | Qualcomm Inc | +0.2% | +40.46% | 加碼 |
| 17 | MS | Morgan Stanley | +0.1% | -0.85% | 減碼 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | +8.41% | 加碼 |
| 19 | TMO | Thermo Fisher Scientific Inc | -0.4% | -90.18% | 減碼 |
| 20 | DUK | Duke Energy CORP | -0.4% | -12.82% | 減碼 |
| 21 | MCHP | Microchip Technology Inc | -0.4% | -94.02% | 減碼 |
| 22 | AMGN | Amgen Inc | -0.4% | -37.22% | 減碼 |
| 23 | NTRS | Northern Trust CORP | -0.5% | -36.52% | 減碼 |
| 24 | DELL | Dell Technologies -c | -0.6% | -32.62% | 減碼 |
| 25 | META | Meta Platforms Inc-class A | -0.6% | -89.09% | 減碼 |
| 26 | AAPL | Apple Inc | -0.6% | -13.38% | 減碼 |
| 27 | HD | Home Depot Inc | -0.6% | -23.73% | 減碼 |
| 28 | AEM | Agnico Eagle Mines LTD | -0.7% | -28.11% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.8% | -93.84% | 減碼 |
| 30 | BLK | Blackrock Inc | -0.8% | +12176.07% | 加碼 |
| 31 | ADI | Analog Devices Inc | -0.8% | -76.56% | 減碼 |
| 32 | DLR | Digital Realty Trust Inc | -0.8% | -94.45% | 減碼 |
| 33 | ORCL | Oracle CORP | -1% | -90.20% | 減碼 |
| 34 | RIO | Rio Tinto Plc-spon Adr | — | NEW | 新建倉 |
| 35 | MCO | Moody's CORP | — | NEW | 新建倉 |
| 36 | VZ | Verizon Communications Inc | — | EXIT | 清倉 |
| 37 | PNC | Pnc Financial Services Group | — | EXIT | 清倉 |
| 38 | SCCO | Southern Copper CORP | — | NEW | 新建倉 |
| 39 | RTX | Rtx CORP | — | NEW | 新建倉 |
| 40 | NUE | Nucor CORP | — | NEW | 新建倉 |
| 41 | PG | Procter & Gamble Co/the | — | EXIT | 清倉 |
| 42 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 43 | KEYS | Keysight Technologies In | — | NEW | 新建倉 |
| 44 | ISRG | Intuitive Surgical Inc | — | NEW | 新建倉 |
| 45 | BSX | Boston Scientific CORP | — | EXIT | 清倉 |
| 46 | FFIV | F5 Inc | — | EXIT | 清倉 |
| 47 | KLAC | Kla CORP | — | NEW | 新建倉 |
| 48 | RGTI | Rigetti Computing Inc | — | EXIT | 清倉 |
| 49 | EAT | Brinker International Inc | — | EXIT | 清倉 |
| 50 | FRSH | Freshworks Inc-cl A | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Harvest Investment Services 在 Q4 2025 季度的美股持倉總市值約為 US$10.7億，共申報了 176 個公開持股部位。
在 Q4 2025 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分別為：VGSH (6.1%)、VOO (5.0%)、AAPL (3.7%)。其中最大持股部位 VGSH 佔據整體投資組合約 6.1% 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
RIO
市值: US$1521.0萬
本季最大獲利了結 / 清倉標的
VZ
前期市值: US$1069.6萬
在 Q4 2025 季度中，Oak Harvest Investment Services 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 18 個部位、減碼 15 個部位以及清倉 8 個部位。 其中最大新建倉標的為 RIO。 本季清倉部位包含 VZ。
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。