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: 0001755987
申報總市值
US$10.3億
US$10.3億
398 檔
2.7%
根據最新整理的 13F 季度數據集，Oak Thistle LLC 於 Q1 2025 結束時的管理資產規模為 US$10.3億。該機構在本季度申報了 398 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2025 的申報異動，Oak Thistle LLC 採取了強勁的買進策略，建倉與加碼動作（合計 42 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 LMT, GOOGL, MET）占據了總市值的 2.7%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 398 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 | LMT | Lockheed Martin CORP | 股票-工業 | 1.26% | -0.12% | +516.17% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.24% | — | +1083.25% | |
| 3 | MET | Metlife Inc | 股票-金融 | 1.15% | +0.08% | NEW | |
| 4 | CRH | CRH plc | 股票-原物料 | 1.04% | +0.35% | NEW | |
| 5 | EPAM | Epam Systems Inc | 股票-科技 | 0.91% | +0.22% | +23.55% | |
| 6 | ALL | Allstate CORP | 股票-金融 | 0.87% | — | +793.82% | |
| 7 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.87% | +0.77% | NEW | |
| 8 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.86% | +0.35% | +190.14% | |
| 9 | PGR | Progressive CORP | 股票-金融 | 0.86% | — | +65.95% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.86% | +0.42% | NEW | |
| 11 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.85% | — | — | |
| 12 | MAS | Masco CORP | 股票-工業 | 0.83% | +0.17% | NEW | |
| 13 | MO | Altria Group Inc | 股票-非循環性消費 | 0.83% | -0.15% | EXIT | |
| 14 | MDT | Medtronic plc | 股票-醫療保健 | 0.78% | +0.06% | NEW | |
| 15 | LNWO | Light & Wonder Inc | 股票-其他 | 0.78% | — | — | |
| 16 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.78% | +0.08% | NEW | |
| 17 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.77% | — | — | |
| 18 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.76% | -0.04% | EXIT | |
| 19 | MMM | 3m Co | 股票-工業 | 0.75% | +0.27% | — | |
| 20 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.72% | — | — | |
| 21 | MCK | Mckesson CORP | 股票-醫療保健 | 0.71% | +0.33% | +2.68% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 0.71% | +0.09% | +1141.37% | |
| 23 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.67% | -0.37% | EXIT | |
| 24 | CLX | Clorox Company | 股票-非循環性消費 | 0.66% | — | — | |
| 25 | WPC | Wp Carey Inc | 股票-房地產 | 0.65% | +0.04% | — | |
| 26 | CTAS | Cintas CORP | 股票-工業 | 0.65% | -0.20% | EXIT | |
| 27 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.64% | -0.03% | +1878.69% | |
| 28 | EME | Emcor Group Inc | 股票-工業 | 0.63% | +0.12% | NEW | |
| 29 | AON | Aon plc | 股票-金融 | 0.62% | — | — | |
| 30 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.62% | -0.06% | — | |
| 31 | CPNG | Coupang Inc | 股票-循環性消費 | 0.61% | +0.43% | +84.89% | |
| 32 | ESI | Element Solutions Inc | 股票-原物料 | 0.61% | -0.14% | EXIT | |
| 33 | TRGP | Targa Resources CORP | 股票-能源 | 0.60% | +0.09% | NEW | |
| 34 | ST | Sensata Technologies Holding plc | 股票-科技 | 0.59% | — | +103.56% | |
| 35 | DHR | Danaher CORP | 股票-醫療保健 | 0.58% | — | — | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.58% | -0.05% | EXIT | |
| 37 | VMI | Valmont Industries | 股票-工業 | 0.57% | -0.07% | +477.51% | |
| 38 | AIZ | Assurant Inc | 股票-金融 | 0.57% | +0.15% | NEW | |
| 39 | CMI | Cummins Inc | 股票-工業 | 0.57% | -0.19% | — | |
| 40 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 0.57% | +0.01% | +194.70% | |
| 41 | PSX | Phillips 66 | 股票-能源 | 0.56% | +0.23% | NEW | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.55% | -0.20% | EXIT | |
| 43 | SBAC | Sba Communications CORP | 股票-房地產 | 0.54% | +0.12% | +85.44% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | — | — | |
| 45 | OLED | Universal Display CORP | 股票-科技 | 0.54% | -0.15% | EXIT | |
| 46 | IT | Gartner Inc | 股票-科技 | 0.54% | +0.08% | — | |
| 47 | EQH | Equitable Holdings Inc | 股票-金融 | 0.52% | -0.54% | — | |
| 48 | AME | Ametek Inc | 股票-工業 | 0.52% | +0.09% | +234.61% | |
| 49 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 0.52% | -0.22% | +39.22% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.50% | +0.19% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MET | Metlife Inc | +1.2% | NEW | 新建倉 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +1083.25% | 加碼 |
| 3 | CRH | CRH plc | +1% | NEW | 新建倉 |
| 4 | LMT | Lockheed Martin CORP | +0.9% | +516.17% | 加碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.9% | NEW | 新建倉 |
| 6 | NKE | Nike Inc -cl B | +0.9% | NEW | 新建倉 |
| 7 | LNWO | Light & Wonder Inc | +0.8% | NEW | 新建倉 |
| 8 | VRT | Vertiv Holdings Co-a | +0.8% | NEW | 新建倉 |
| 9 | WTW | Willis Towers Watson Public Limited Company | +0.8% | NEW | 新建倉 |
| 10 | MMM | 3m Co | +0.8% | NEW | 新建倉 |
| 11 | ALL | Allstate CORP | +0.7% | +793.82% | 加碼 |
| 12 | BDX | Becton Dickinson And Co | +0.7% | NEW | 新建倉 |
| 13 | HLT | Hilton Worldwide Holdings In | +0.7% | +700.72% | 加碼 |
| 14 | CLX | Clorox Company | +0.7% | NEW | 新建倉 |
| 15 | WPC | Wp Carey Inc | +0.7% | NEW | 新建倉 |
| 16 | CTAS | Cintas CORP | +0.7% | NEW | 新建倉 |
| 17 | RTX | Rtx CORP | +0.6% | +1141.37% | 加碼 |
| 18 | EME | Emcor Group Inc | +0.6% | NEW | 新建倉 |
| 19 | AON | Aon plc | +0.6% | NEW | 新建倉 |
| 20 | AMP | Ameriprise Financial Inc | +0.6% | NEW | 新建倉 |
| 21 | PYPL | Paypal Holdings Inc | +0.6% | +1878.69% | 加碼 |
| 22 | DHR | Danaher CORP | +0.6% | NEW | 新建倉 |
| 23 | CMI | Cummins Inc | +0.6% | NEW | 新建倉 |
| 24 | AMZN | Amazon.com Inc | +0.6% | NEW | 新建倉 |
| 25 | PEP | Pepsico Inc | +0.5% | NEW | 新建倉 |
| 26 | IT | Gartner Inc | +0.5% | NEW | 新建倉 |
| 27 | MTD | Mettler-toledo International | +0.5% | +357.16% | 加碼 |
| 28 | EQH | Equitable Holdings Inc | +0.5% | NEW | 新建倉 |
| 29 | CME | Cme Group Inc | +0.5% | NEW | 新建倉 |
| 30 | IQV | Iqvia Holdings Inc | +0.5% | NEW | 新建倉 |
| 31 | JHG | Janus Henderson Group plc | +0.5% | NEW | 新建倉 |
| 32 | AEE | Ameren Corporation | +0.5% | NEW | 新建倉 |
| 33 | ISRG | Intuitive Surgical Inc | +0.5% | NEW | 新建倉 |
| 34 | USFD | US Foods Holding CORP | +0.5% | NEW | 新建倉 |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | +0.5% | NEW | 新建倉 |
| 36 | UPS | United Parcel Service-cl B | +0.4% | NEW | 新建倉 |
| 37 | LEA | Lear CORP | +0.4% | +1107.71% | 加碼 |
| 38 | VMI | Valmont Industries | +0.4% | +477.51% | 加碼 |
| 39 | MDT | Medtronic plc | +0.4% | +173.30% | 加碼 |
| 40 | ESI | Element Solutions Inc | +0.4% | +365.81% | 加碼 |
| 41 | MAR | Marriott International -cl A | +0.4% | +190.14% | 加碼 |
| 42 | MO | Altria Group Inc | +0.3% | +114.26% | 加碼 |
| 43 | MSCI | Msci Inc | -0.6% | EXIT | 清倉 |
| 44 | ATR | Aptargroup Inc | -0.7% | EXIT | 清倉 |
| 45 | AAPL | Apple Inc | -0.7% | EXIT | 清倉 |
| 46 | OTIS | Otis Worldwide CORP | -0.7% | EXIT | 清倉 |
| 47 | PM | Philip Morris International | -0.7% | -83.54% | 減碼 |
| 48 | LHX | L3harris Technologies Inc | -0.7% | -87.80% | 減碼 |
| 49 | WYNN | Wynn Resorts LTD | -0.8% | -80.56% | 減碼 |
| 50 | ORLY | O'reilly Automotive Inc | -0.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Thistle LLC 在 Q1 2025 季度的美股持倉總市值約為 US$10.3億，共申報了 398 個公開持股部位。
在 Q1 2025 季度，Oak Thistle LLC 按市值排列的前三大核心持股分別為：LMT (1.3%)、GOOGL (1.2%)、MET (1.1%)。其中最大持股部位 LMT 佔據整體投資組合約 1.3% 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
MET
市值: US$568.9萬
本季最大獲利了結 / 清倉標的
ORLY
前期市值: US$286.1萬
在 Q1 2025 季度中，Oak Thistle LLC 共進行了 50 項持倉異動，包含新建倉 29 個部位、加碼 13 個部位、減碼 3 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MET。 本季清倉部位包含 ORLY。
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。