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: 0001719739
申報總市值
US$8.4億
US$8.4億
315 檔
23.6%
Security National Bank 在 Q2 2025 季度的美股部位總計估值為 US$8.4億，分散於 315 個持倉標的之中，反映其市場參與廣度與投資規模。
Security National Bank 於 Q2 2025 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 31 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 NVDA, BRK-A, BRK-B）累計市值佔比達 23.6%，是驅動 Security National Bank 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 315 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 | NVDA | Nvidia CORP | 股票-科技 | 12.73% | -0.79% | -3.34% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.82% | -0.94% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.59% | -0.64% | +2.15% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.19% | -0.36% | -0.80% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.94% | -0.29% | -4.96% | |
| 6 | MUSA | Murphy USA Inc | 股票-循環性消費 | 3.71% | -0.22% | -1.01% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.80% | -0.06% | -0.83% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.76% | +1.52% | +0.41% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.39% | -0.01% | +0.39% | |
| 10 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.99% | -0.34% | -4.58% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.97% | -0.10% | +1.33% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | +0.01% | +1.88% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 1.85% | -0.20% | +2.08% | |
| 14 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.70% | -0.27% | -2.07% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.49% | +0.59% | +7.09% | |
| 16 | MTH | Meritage Homes CORP | 股票-循環性消費 | 1.43% | +0.13% | — | |
| 17 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.39% | -0.04% | +2.77% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | +0.14% | +1.82% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.28% | -0.13% | +0.26% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.26% | -0.01% | -0.74% | |
| 21 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 1.24% | -0.38% | +348.25% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 1.24% | -0.23% | +120.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | +0.01% | +23.11% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.12% | -0.19% | +0.30% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.10% | -0.13% | +5.47% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.44% | +14.52% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | +0.36% | -0.20% | |
| 28 | SNPS | Synopsys Inc | 股票-科技 | 0.97% | +0.06% | +8.47% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.91% | +1.05% | +7.33% | |
| 30 | TRMB | Trimble Inc | 股票-科技 | 0.89% | -0.16% | +2.13% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.88% | -0.02% | — | |
| 32 | GRBK | Green Brick Partners Inc | 股票-其他 | 0.87% | +0.13% | +4.14% | |
| 33 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.84% | -0.07% | +15.58% | |
| 34 | SCCO | Southern Copper CORP | 股票-原物料 | 0.83% | -0.14% | +6.12% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.01% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.80% | -0.05% | +8.87% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.79% | -0.14% | +11196.73% | |
| 38 | MUR | Murphy Oil CORP | 股票-能源 | 0.78% | -0.42% | — | |
| 39 | DE | Deere & Co | 股票-工業 | 0.78% | +0.07% | +10.34% | |
| 40 | BR | Broadridge Financial Solutio | 股票-科技 | 0.72% | -0.39% | -10.75% | |
| 41 | GXO | Gxo Logistics Inc | 股票-工業 | 0.71% | -0.01% | EXIT | |
| 42 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.71% | -0.01% | +2.42% | |
| 43 | FANG | Diamondback Energy Inc | 股票-能源 | 0.69% | -0.06% | +1.17% | |
| 44 | HUBB | Hubbell Inc | 股票-工業 | 0.67% | +0.05% | +17.53% | |
| 45 | VMI | Valmont Industries | 股票-工業 | 0.64% | +0.38% | — | |
| 46 | NVT | nVent Electric plc | 股票-工業 | 0.57% | +0.04% | -3.79% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.04% | +3.37% | |
| 48 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.52% | -0.11% | +3.12% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.06% | — | |
| 50 | CB | Chubb Limited | 股票-金融 | 0.42% | -0.07% | +2.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | -3.34% | 減碼 |
| 2 | OUNZ | Vaneck Merk Gold ETF | +1% | +348.25% | 加碼 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.8% | +11196.73% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | -0.80% | 減碼 |
| 5 | RTX | Rtx CORP | +0.7% | +120.39% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | -0.20% | 減碼 |
| 7 | ABT | Abbott Laboratories | +0.3% | +441.55% | 加碼 |
| 8 | GXO | Gxo Logistics Inc | +0.3% | +57.64% | 加碼 |
| 9 | PG | Procter & Gamble Co/the | +0.3% | +1630.16% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.3% | +14.52% | 加碼 |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +0.41% | 加碼 |
| 12 | ASML | ASML Holding N.V. | +0.2% | +7.09% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +23.11% | 加碼 |
| 14 | KLAC | Kla CORP | +0.2% | +7.33% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +1.88% | 加碼 |
| 16 | HUBB | Hubbell Inc | +0.2% | +17.53% | 加碼 |
| 17 | SNPS | Synopsys Inc | +0.2% | +8.47% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.83% | 減碼 |
| 19 | NVT | nVent Electric plc | +0.1% | -3.79% | 減碼 |
| 20 | BSX | Boston Scientific CORP | +0.1% | +15.58% | 加碼 |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +35.99% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.82% | 加碼 |
| 23 | TRMB | Trimble Inc | +0.1% | +2.13% | 加碼 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.87% | 加碼 |
| 25 | DE | Deere & Co | +0.1% | +10.34% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +28.72% | 加碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +1.08% | 加碼 |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +3.12% | 加碼 |
| 29 | SCCO | Southern Copper CORP | 0% | +6.12% | 加碼 |
| 30 | GRBK | Green Brick Partners Inc | 0% | +4.14% | 加碼 |
| 31 | VMI | Valmont Industries | 0% | — | 不變 |
| 32 | BLK | Blackrock Inc | 0% | +0.26% | 加碼 |
| 33 | VXF | Vanguard Extended Market ETF | 0% | — | 不變 |
| 34 | COST | Costco Wholesale CORP | 0% | +5.47% | 加碼 |
| 35 | SYK | Stryker CORP | 0% | +2.08% | 加碼 |
| 36 | HYD | Vaneck High Yield Muni ETF | -0.1% | EXIT | 清倉 |
| 37 | BR | Broadridge Financial Solutio | -0.2% | -10.75% | 減碼 |
| 38 | FANG | Diamondback Energy Inc | -0.2% | +1.17% | 加碼 |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.2% | +2.42% | 加碼 |
| 40 | MTH | Meritage Homes CORP | -0.2% | — | 不變 |
| 41 | MUR | Murphy Oil CORP | -0.3% | — | 不變 |
| 42 | LOW | Lowe's Cos Inc | -0.3% | -2.07% | 減碼 |
| 43 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | -0.3% | -4.58% | 減碼 |
| 44 | MRK | Merck & Co. Inc. | -0.5% | -92.90% | 減碼 |
| 45 | PEP | Pepsico Inc | -0.5% | -69.73% | 減碼 |
| 46 | AAPL | Apple Inc | -1% | -4.96% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | +2.15% | 加碼 |
| 48 | MUSA | Murphy USA Inc | -1% | -1.01% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -1.4% | -64.04% | 減碼 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -1.5% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Security National Bank 在 Q2 2025 季度的美股持倉總市值約為 US$8.4億，共申報了 315 個公開持股部位。
在 Q2 2025 季度，Security National Bank 按市值排列的前三大核心持股分別為：NVDA (12.7%)、BRK-A (7.8%)、BRK-B (5.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 12.7% 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。
本季最大獲利了結 / 清倉標的
HYD
前期市值: US$51.2萬
在 Q2 2025 季度中，Security National Bank 共進行了 45 項持倉異動，包含新建倉 0 個部位、加碼 31 個部位、減碼 13 個部位以及清倉 1 個部位。 本季清倉部位包含 HYD。
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。