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: 0001904832
申報總市值
US$4.0億
US$4.0億
172 檔
17.2%
Stiles Financial Services Inc 在 Q4 2025 季度的美股部位總計估值為 US$4.0億，分散於 172 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，Stiles Financial Services Inc 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
在資產配置集中度方面，Stiles Financial Services Inc 的前 5 大核心持股（包含 NVDA, AAPL, GOOGL 等）合計佔整體申報市值的 17.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 9.10% | -0.45% | +1.71% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.55% | -0.28% | -3.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.91% | +0.02% | -0.85% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.82% | -0.15% | -0.29% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 2.72% | +1.93% | -3.67% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.70% | -0.20% | +1.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.54% | -0.27% | +1.07% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.32% | -0.63% | +1.11% | |
| 9 | ASML | ASML Holding N.V. | 股票-科技 | 2.02% | +0.65% | -0.83% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.01% | +0.04% | -0.38% | |
| 11 | QCOM | Qualcomm Inc | 股票-科技 | 1.63% | +0.13% | -1.11% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.45% | +1.82% | -7.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.38% | -0.06% | +4.65% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | -0.05% | +3.27% | |
| 15 | FAST | Fastenal Co | 股票-工業 | 1.33% | -0.24% | +1.72% | |
| 16 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.29% | -0.46% | -3.68% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.07% | +4.88% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.18% | -0.26% | -5.57% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.18% | -0.44% | +2.95% | |
| 20 | CEG | Constellation Energy | 股票-公用事業 | 1.17% | -0.21% | +8.72% | |
| 21 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.17% | +0.05% | -0.43% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.09% | -0.19% | -0.46% | |
| 23 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.06% | -0.19% | -1.53% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.06% | -0.28% | -2.96% | |
| 25 | NTRS | Northern Trust CORP | 股票-金融 | 1.00% | +0.03% | +5.66% | |
| 26 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.99% | -0.23% | +2.96% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.96% | -0.21% | +3.39% | |
| 28 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.95% | -0.30% | -7.86% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | +0.27% | +0.94% | |
| 30 | PSA | Public Storage | 股票-房地產 | 0.94% | -0.01% | +2.65% | |
| 31 | ACN | Accenture plc | 股票-科技 | 0.94% | -0.32% | +22.71% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.05% | -0.78% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 0.92% | -0.22% | +5.47% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.18% | -1.32% | |
| 35 | SNPS | Synopsys Inc | 股票-科技 | 0.90% | -0.03% | +13.32% | |
| 36 | CMI | Cummins Inc | 股票-工業 | 0.89% | +0.08% | -1.58% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.89% | -0.21% | +17.87% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.88% | -0.06% | +9.94% | |
| 39 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.82% | -0.16% | +5.24% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.82% | +0.68% | -0.21% | |
| 41 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.82% | +0.06% | +2.45% | |
| 42 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.77% | +0.04% | +3.35% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | -0.20% | -5.79% | |
| 44 | TGT | Target CORP | 股票-循環性消費 | 0.77% | -0.06% | -11.30% | |
| 45 | GNRC | Generac Holdings Inc | 股票-工業 | 0.76% | +0.23% | +6.77% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -1.01% | EXIT | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 0.71% | -0.08% | -19.24% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.68% | -0.04% | +4.54% | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.68% | -0.23% | +3.82% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.68% | -0.12% | +1.26% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.85% | 減碼 |
| 2 | LRCX | Lam Research CORP | +0.5% | -3.67% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -0.38% | 減碼 |
| 4 | AMD | Advanced Micro Devices | +0.2% | -7.06% | 減碼 |
| 5 | MU | Micron Technology Inc | +0.2% | -2.72% | 減碼 |
| 6 | ACN | Accenture plc | +0.2% | +22.71% | 加碼 |
| 7 | ISRG | Intuitive Surgical Inc | +0.2% | +2.96% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +79.07% | 加碼 |
| 9 | STLD | Steel Dynamics Inc | +0.2% | -0.43% | 減碼 |
| 10 | REGN | Regeneron Pharmaceuticals | +0.2% | -7.86% | 減碼 |
| 11 | AMAT | Applied Materials Inc | +0.2% | -0.21% | 減碼 |
| 12 | CEG | Constellation Energy | +0.1% | +8.72% | 加碼 |
| 13 | ASML | ASML Holding N.V. | +0.1% | -0.83% | 減碼 |
| 14 | CMI | Cummins Inc | +0.1% | -1.58% | 減碼 |
| 15 | PGR | Progressive CORP | +0.1% | +71.41% | 加碼 |
| 16 | ADBE | Adobe Inc | +0.1% | +17.87% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -13.46% | 減碼 |
| 18 | LULU | Lululemon Athletica Inc | +0.1% | +14.07% | 加碼 |
| 19 | FTNT | Fortinet Inc | +0.1% | +115.48% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | +184.41% | 加碼 |
| 21 | CRM | Salesforce Inc | +0.1% | +27.34% | 加碼 |
| 22 | ANET | Arista Networks Inc | +0.1% | +86.17% | 加碼 |
| 23 | BNY | Bank Of New York Mellon CORP | +0.1% | +53.75% | 加碼 |
| 24 | AVGO | Broadcom Inc | +0.1% | +3.27% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -1.32% | 減碼 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | +5.95% | 加碼 |
| 27 | AMZN | Amazon.com Inc | +0.1% | -0.29% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +4.65% | 加碼 |
| 29 | NTRS | Northern Trust CORP | +0.1% | +5.66% | 加碼 |
| 30 | SNPS | Synopsys Inc | +0.1% | +13.32% | 加碼 |
| 31 | CAT | Caterpillar Inc | +0.1% | -6.04% | 減碼 |
| 32 | NUE | Nucor CORP | 0% | -0.08% | 減碼 |
| 33 | URI | United Rentals Inc | 0% | +29.59% | 加碼 |
| 34 | OKLO | Oklo Inc | 0% | +91.27% | 加碼 |
| 35 | UPS | United Parcel Service-cl B | 0% | -4.71% | 減碼 |
| 36 | ICE | Intercontinental Exchange In | 0% | +22.71% | 加碼 |
| 37 | AAPL | Apple Inc | 0% | -3.64% | 減碼 |
| 38 | CME | Cme Group Inc | 0% | +2.95% | 加碼 |
| 39 | RTX | Rtx CORP | 0% | -5.57% | 減碼 |
| 40 | KLAC | Kla CORP | 0% | -6.71% | 減碼 |
| 41 | MAR | Marriott International -cl A | 0% | -2.25% | 減碼 |
| 42 | ROK | Rockwell Automation Inc | 0% | -0.76% | 減碼 |
| 43 | GS | Goldman Sachs Group Inc | 0% | -2.74% | 減碼 |
| 44 | SMH | Vaneck Semiconductor ETF | 0% | +18.02% | 加碼 |
| 45 | WFC | Wells Fargo & Co | 0% | -0.94% | 減碼 |
| 46 | USB | US Bancorp | 0% | -3.12% | 減碼 |
| 47 | PCAR | Paccar Inc | 0% | +1.38% | 加碼 |
| 48 | JNJ | Johnson & Johnson | 0% | -0.18% | 減碼 |
| 49 | TRV | Travelers Cos Inc/the | 0% | +0.24% | 加碼 |
| 50 | AXP | American Express Co | 0% | +0.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stiles Financial Services Inc 在 Q4 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 172 個公開持股部位。
在 Q4 2025 季度，Stiles Financial Services Inc 按市值排列的前三大核心持股分別為：NVDA (9.1%)、AAPL (3.5%)、GOOGL (2.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.1% 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
BKAG
市值: US$131.0萬
本季最大獲利了結 / 清倉標的
BMY
前期市值: US$61.4萬
在 Q4 2025 季度中，Stiles Financial Services Inc 共進行了 169 項持倉異動，包含新建倉 3 個部位、加碼 82 個部位、減碼 77 個部位以及清倉 7 個部位。 其中最大新建倉標的為 BKAG。 本季清倉部位包含 BMY。
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。