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: 0001597099
申報總市值
US$3.5億
US$3.5億
183 檔
15.1%
Somerset Trust Co 在 Q2 2025 季度的美股部位總計估值為 US$3.5億，分散於 183 個持倉標的之中，反映其市場參與廣度與投資規模。
Somerset Trust Co 於 Q2 2025 展現出進攻型調倉步調，本季推動了 14 檔股票的新建倉與 19 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 MSFT, AAPL, JPM）累計市值佔比達 15.1%，是驅動 Somerset Trust Co 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 | MSFT | Microsoft CORP | 股票-科技 | 5.50% | -0.09% | -0.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.66% | +0.20% | -0.11% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.27% | +0.08% | -2.15% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 2.47% | +1.08% | -0.42% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.44% | -0.42% | -2.19% | |
| 6 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.20% | -0.30% | -0.08% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 2.11% | +0.32% | -0.29% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-其他 | 2.07% | +0.06% | -2.27% | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.03% | -0.33% | +0.13% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.94% | +0.04% | -1.93% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.93% | -0.25% | -1.06% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.92% | -0.11% | +0.29% | |
| 13 | AFL | Aflac Inc | 股票-金融 | 1.87% | -0.03% | -1.89% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.86% | -0.22% | -2.54% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.86% | -0.09% | +0.01% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.85% | -0.20% | +0.44% | |
| 17 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.74% | -0.35% | -0.49% | |
| 18 | LIN | Linde plc | 股票-原物料 | 1.73% | -0.06% | -1.48% | |
| 19 | ITW | Illinois Tool Works | 股票-工業 | 1.62% | -0.06% | +0.33% | |
| 20 | LHX | L3harris Technologies Inc | 股票-工業 | 1.60% | -0.47% | +0.26% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.59% | -0.11% | +0.28% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 1.56% | -0.01% | -1.10% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.22% | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.07% | — | |
| 25 | NSC | Norfolk Southern CORP | 股票-工業 | 1.45% | +0.03% | -0.23% | |
| 26 | GD | General Dynamics CORP | 股票-工業 | 1.41% | -0.04% | -0.60% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 1.39% | -0.22% | +0.14% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.36% | -0.06% | -1.68% | |
| 29 | ACN | Accenture plc | 股票-科技 | 1.31% | -0.36% | +0.46% | |
| 30 | FDS | Factset Research Systems Inc | 股票-金融 | 1.27% | -0.60% | EXIT | |
| 31 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.22% | -0.08% | -0.18% | |
| 32 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.18% | -0.07% | +0.71% | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 1.17% | +0.01% | +0.57% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | -0.05% | +0.96% | |
| 35 | CEG | Constellation Energy | 股票-公用事業 | 1.02% | -0.15% | — | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | -0.01% | -0.27% | |
| 37 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.92% | -0.09% | +1.39% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.20% | +1.23% | |
| 39 | ES | Eversource Energy | 股票-公用事業 | 0.83% | -0.03% | +0.31% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.80% | -0.17% | -0.32% | |
| 41 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.79% | — | +1.26% | |
| 42 | COF | Capital One Financial CORP | 股票-金融 | 0.76% | +0.01% | +3.59% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.75% | +0.16% | +1.05% | |
| 44 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.73% | -0.12% | -5.14% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.26% | -0.36% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | — | -7.99% | |
| 47 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.62% | -0.09% | -1.83% | |
| 48 | CLX | Clorox Company | 股票-非循環性消費 | 0.61% | -0.07% | +1.54% | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.60% | — | +0.44% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.60% | -0.06% | +1.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | NEW | 新建倉 |
| 2 | META | Meta Platforms Inc-class A | +1.5% | NEW | 新建倉 |
| 3 | CEG | Constellation Energy | +1% | NEW | 新建倉 |
| 4 | MSFT | Microsoft CORP | +1% | -0.17% | 減碼 |
| 5 | RDDT | Reddit Inc-cl A | +0.3% | NEW | 新建倉 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.2% | NEW | 新建倉 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -2.15% | 減碼 |
| 8 | EPD | Enterprise Products Partners | +0.2% | NEW | 新建倉 |
| 9 | FDN | First Trust Dj Internet Ind | +0.2% | -2.27% | 減碼 |
| 10 | ADI | Analog Devices Inc | +0.2% | -0.29% | 減碼 |
| 11 | DY | Dycom Industries Inc | +0.2% | +1.85% | 加碼 |
| 12 | LHX | L3harris Technologies Inc | +0.2% | +0.26% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.1% | +26.93% | 加碼 |
| 14 | EMR | Emerson Electric Co | +0.1% | +0.57% | 加碼 |
| 15 | BLBD | Blue Bird CORP | +0.1% | NEW | 新建倉 |
| 16 | SYM | Symbotic Inc | +0.1% | NEW | 新建倉 |
| 17 | NVDA | Nvidia CORP | +0.1% | +5.07% | 加碼 |
| 18 | ETB | Eaton Vance T/m Buy-wrt Inc | +0.1% | NEW | 新建倉 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.04% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +3.75% | 加碼 |
| 21 | MPLX | Mplx LP | +0.1% | NEW | 新建倉 |
| 22 | COF | Capital One Financial CORP | +0.1% | +3.59% | 加碼 |
| 23 | MS | Morgan Stanley | +0.1% | +1.05% | 加碼 |
| 24 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +73.86% | 加碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建倉 |
| 26 | FIVE | Five Below | +0.1% | +5.14% | 加碼 |
| 27 | MCHP | Microchip Technology Inc | +0.1% | NEW | 新建倉 |
| 28 | AXP | American Express Co | +0.1% | NEW | 新建倉 |
| 29 | LH | Labcorp Holdings Inc | +0.1% | NEW | 新建倉 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | -0.42% | 減碼 |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.18% | 加碼 |
| 32 | BLK | Blackrock Inc | 0% | +0.28% | 加碼 |
| 33 | RTX | Rtx CORP | 0% | +0.44% | 加碼 |
| 34 | WMT | Walmart Inc | 0% | -2.19% | 減碼 |
| 35 | NSC | Norfolk Southern CORP | 0% | -0.23% | 減碼 |
| 36 | GD | General Dynamics CORP | 0% | -0.60% | 減碼 |
| 37 | SJM | Jm Smucker Co/the | -0.1% | EXIT | 清倉 |
| 38 | CLX | Clorox Company | -0.2% | +1.54% | 加碼 |
| 39 | CVX | Chevron CORP | -0.2% | -0.36% | 減碼 |
| 40 | PEP | Pepsico Inc | -0.2% | +1.23% | 加碼 |
| 41 | CB | Chubb Limited | -0.2% | -1.68% | 減碼 |
| 42 | PAYX | Paychex Inc | -0.3% | -1.10% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.3% | -0.49% | 減碼 |
| 44 | AFL | Aflac Inc | -0.3% | -1.89% | 減碼 |
| 45 | LOW | Lowe's Cos Inc | -0.3% | -0.08% | 減碼 |
| 46 | JNJ | Johnson & Johnson | -0.4% | +0.29% | 加碼 |
| 47 | BDX | Becton Dickinson And Co | -0.4% | +1.39% | 加碼 |
| 48 | AMGN | Amgen Inc | -0.4% | +0.01% | 加碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.7% | -7.99% | 減碼 |
| 50 | AAPL | Apple Inc | -0.7% | -0.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Somerset Trust Co 在 Q2 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 183 個公開持股部位。
在 Q2 2025 季度，Somerset Trust Co 按市值排列的前三大核心持股分別為：MSFT (5.5%)、AAPL (3.7%)、JPM (3.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.5% 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
AVGO
市值: US$473.2萬
本季最大獲利了結 / 清倉標的
SJM
前期市值: US$29.0萬
在 Q2 2025 季度中，Somerset Trust Co 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 19 個部位、減碼 16 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 SJM。
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。