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
378 檔
26.4%
根據最新整理的 13F 季度數據集，Security National Bank 於 Q3 2025 結束時的管理資產規模為 US$8.4億。該機構在本季度申報了 378 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，Security National Bank 採取了強勁的買進策略，建倉與加碼動作（合計 36 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 NVDA, BRK-A, BRK-B）占據了總市值的 26.4%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 378 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 | 13.08% | -0.79% | -1.67% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.16% | -0.94% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.37% | -0.64% | +4.94% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.37% | -0.29% | +1.18% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.93% | -0.36% | +1.80% | |
| 6 | MUSA | Murphy USA Inc | 股票-循環性消費 | 3.13% | -0.22% | -0.10% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.60% | -0.06% | +4.71% | |
| 8 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.58% | +1.52% | +6.21% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.06% | -0.01% | +1.23% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.01% | +2.70% | |
| 11 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 1.81% | -0.34% | +1.83% | |
| 12 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.75% | -0.27% | +2.63% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.72% | +0.59% | +8.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | +0.14% | +5.12% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 1.59% | -0.20% | +4.03% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.43% | -0.23% | +14.18% | |
| 17 | MTH | Meritage Homes CORP | 股票-循環性消費 | 1.37% | +0.13% | — | |
| 18 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 1.34% | -0.38% | +4.43% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.31% | -0.01% | +3.37% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.31% | -0.13% | +3.90% | |
| 21 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.21% | -0.04% | +4.75% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | +0.36% | +4.05% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.13% | -0.19% | +5.53% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.13% | +0.01% | -0.67% | |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 1.13% | -0.11% | — | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.06% | +1.05% | +10.12% | |
| 27 | NOW | Servicenow Inc | 股票-科技 | 1.02% | -0.44% | +18.38% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.97% | -0.13% | +7.12% | |
| 29 | SCCO | Southern Copper CORP | 股票-原物料 | 0.97% | -0.14% | +9.50% | |
| 30 | GRBK | Green Brick Partners Inc | 股票-其他 | 0.97% | +0.13% | +7.30% | |
| 31 | SNPS | Synopsys Inc | 股票-科技 | 0.93% | +0.06% | +12.22% | |
| 32 | TRMB | Trimble Inc | 股票-科技 | 0.92% | -0.16% | +8.35% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.89% | -0.14% | +26.78% | |
| 34 | MUR | Murphy Oil CORP | 股票-能源 | 0.87% | -0.42% | -0.19% | |
| 35 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.85% | -0.02% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.84% | -0.01% | +12.31% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.77% | -0.05% | +0.12% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | -0.04% | +42.65% | |
| 39 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.74% | -0.07% | +10.00% | |
| 40 | GXO | Gxo Logistics Inc | 股票-工業 | 0.73% | -0.01% | EXIT | |
| 41 | HUBB | Hubbell Inc | 股票-工業 | 0.70% | +0.05% | +12.26% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | +0.17% | +1089.30% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.67% | +0.07% | +9.26% | |
| 44 | NVT | nVent Electric plc | 股票-工業 | 0.67% | +0.04% | -1.31% | |
| 45 | VMI | Valmont Industries | 股票-工業 | 0.67% | +0.38% | — | |
| 46 | FANG | Diamondback Energy Inc | 股票-能源 | 0.66% | -0.06% | +3.99% | |
| 47 | CDX | Simplify High Yield ETF | ETF-非投資等級債 | 0.63% | -0.24% | — | |
| 48 | BR | Broadridge Financial Solutio | 股票-科技 | 0.61% | -0.39% | -2.18% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.61% | -0.10% | -65.46% | |
| 50 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.51% | -0.11% | +0.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.2% | -1.67% | 減碼 |
| 2 | OUNZ | Vaneck Merk Gold ETF | +1.1% | +4.43% | 加碼 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.9% | +26.78% | 加碼 |
| 4 | RTX | Rtx CORP | +0.9% | +14.18% | 加碼 |
| 5 | IBM | Intl Business Machines CORP | +0.6% | +1089.30% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.5% | +8.36% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.5% | +4.05% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +5.12% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.5% | +1.80% | 加碼 |
| 10 | WM | Waste Management Inc | +0.4% | +3711.71% | 加碼 |
| 11 | KLAC | Kla CORP | +0.4% | +10.12% | 加碼 |
| 12 | GXO | Gxo Logistics Inc | +0.3% | +7.12% | 加碼 |
| 13 | ABT | Abbott Laboratories | +0.3% | +1.31% | 加碼 |
| 14 | PG | Procter & Gamble Co/the | +0.3% | -1.13% | 加碼 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +42.65% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.2% | +18.38% | 加碼 |
| 17 | NVT | nVent Electric plc | +0.2% | -1.31% | 減碼 |
| 18 | HUBB | Hubbell Inc | +0.2% | +12.26% | 加碼 |
| 19 | GLW | Corning Inc | +0.2% | +770.81% | 加碼 |
| 20 | SCCO | Southern Copper CORP | +0.2% | +9.50% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.67% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | +2.70% | 加碼 |
| 23 | GRBK | Green Brick Partners Inc | +0.1% | +7.30% | 加碼 |
| 24 | SNPS | Synopsys Inc | +0.1% | +12.22% | 加碼 |
| 25 | TRMB | Trimble Inc | +0.1% | +8.35% | 加碼 |
| 26 | CAT | Caterpillar Inc | +0.1% | +17.79% | 加碼 |
| 27 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.23% | 加碼 |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | +6.21% | 加碼 |
| 29 | TE | T1 Energy Inc | +0.1% | — | 不變 |
| 30 | VMI | Valmont Industries | +0.1% | — | 不變 |
| 31 | BLK | Blackrock Inc | +0.1% | +3.90% | 加碼 |
| 32 | CASY | Casey's General Stores Inc | 0% | +0.27% | 加碼 |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +0.12% | 加碼 |
| 34 | BX | Blackstone Inc | 0% | +3.37% | 加碼 |
| 35 | VXF | Vanguard Extended Market ETF | 0% | — | 不變 |
| 36 | BSX | Boston Scientific CORP | 0% | +10.00% | 加碼 |
| 37 | AMZN | Amazon.com Inc | -0.1% | +4.71% | 加碼 |
| 38 | NEE | Nextera Energy Inc | -0.1% | +5.53% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | +2.63% | 加碼 |
| 40 | XLI | Ss Industrial Select Sector | -0.3% | -98.42% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | -0.5% | -13.93% | 減碼 |
| 42 | PEP | Pepsico Inc | -0.5% | -4.52% | 減碼 |
| 43 | AAPL | Apple Inc | -0.5% | +1.18% | 減碼 |
| 44 | ACN | Accenture plc | -0.9% | -97.08% | 減碼 |
| 45 | JEPI | Jpmorgan Equity Premium Inco | -1.5% | -65.46% | 減碼 |
| 46 | MUSA | Murphy USA Inc | -1.6% | -0.10% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -1.7% | -94.08% | 減碼 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -2.2% | — | 不變 |
| 49 | DIVO | Amplify Cwp Enhan Divid ETF | — | NEW | 新建倉 |
| 50 | CDX | Simplify High Yield ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Security National Bank 在 Q3 2025 季度的美股持倉總市值約為 US$8.4億，共申報了 378 個公開持股部位。
在 Q3 2025 季度，Security National Bank 按市值排列的前三大核心持股分別為：NVDA (13.1%)、BRK-A (7.2%)、BRK-B (5.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 13.1% 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
DIVO
市值: US$737.6萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$5218.2萬
在 Q3 2025 季度中，Security National Bank 共進行了 46 項持倉異動，包含新建倉 2 個部位、加碼 34 個部位、減碼 10 個部位以及清倉 0 個部位。 其中最大新建倉標的為 DIVO。
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。