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: 0001505207
申報總市值
US$2.8億
US$2.8億
51 檔
27.5%
根據最新整理的 13F 季度數據集，Thomas Story & Son LLC 於 Q2 2025 結束時的管理資產規模為 US$2.8億。該機構在本季度申報了 51 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Thomas Story & Son LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 23 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Thomas Story & Son LLC 的前 5 大持股（包含 V, COST, WSM）貢獻了組合市值的 27.5%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | V | Visa Inc-class A Shares | 股票-金融 | 6.94% | +0.43% | -9.49% | |
| 2 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 6.89% | -0.89% | -7.70% | |
| 3 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 5.59% | +0.95% | -0.81% | |
| 4 | TSCO | Tractor Supply Company | 股票-循環性消費 | 5.54% | -1.67% | -0.36% | |
| 5 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 4.95% | -0.14% | +1342.37% | |
| 6 | GD | General Dynamics CORP | 股票-工業 | 4.42% | -0.25% | +3.96% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 4.35% | +4.06% | +3.99% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.99% | -0.23% | -0.18% | |
| 9 | ACN | Accenture plc | 股票-科技 | 3.81% | -1.03% | +1.70% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 3.75% | +0.23% | -0.15% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.75% | -0.25% | +1.50% | |
| 12 | WEC | Wec Energy Group Inc | 股票-公用事業 | 3.72% | -0.28% | +6.73% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.53% | -0.49% | -0.16% | |
| 14 | FISV | Fiserv Inc | 股票-其他 | 3.11% | — | -1.11% | |
| 15 | LDOS | Leidos Holdings Inc | 股票-科技 | 2.97% | -1.11% | -0.18% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 2.90% | -1.09% | +3.42% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.76% | +0.61% | +3.50% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.73% | -0.09% | -1.22% | |
| 19 | FAST | Fastenal Co | 股票-工業 | 2.69% | -0.13% | +99.88% | |
| 20 | ITW | Illinois Tool Works | 股票-工業 | 2.11% | -0.09% | -0.34% | |
| 21 | IDA | Idacorp Inc | 股票-公用事業 | 1.96% | -0.06% | +23.42% | |
| 22 | CGNX | Cognex CORP | 股票-科技 | 1.83% | — | -0.57% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.66% | +0.03% | — | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.60% | +0.30% | +10.61% | |
| 25 | ASML | ASML Holding N.V. | 股票-科技 | 1.50% | +0.93% | +0.91% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.46% | -0.02% | -0.66% | |
| 27 | BX | Blackstone Inc | 股票-金融 | 1.41% | — | -6.82% | |
| 28 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.84% | +0.06% | — | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.19% | — | |
| 30 | TRMB | Trimble Inc | 股票-科技 | 0.76% | -0.13% | — | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 0.74% | -0.01% | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.56% | -0.02% | — | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.56% | — | -5.20% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | +0.01% | — | |
| 35 | GWW | Ww Grainger Inc | 股票-工業 | 0.42% | +0.07% | -23.58% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 0.39% | -0.09% | — | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.02% | — | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.35% | +0.03% | +0.89% | |
| 39 | UNP | Union Pacific CORP | 股票-工業 | 0.26% | +0.01% | — | |
| 40 | CTRA | Coterra Energy Inc | 股票-能源 | 0.21% | -0.30% | EXIT | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.20% | +0.14% | — | |
| 42 | CBSH | Commerce Bancshares Inc | 股票-金融 | 0.16% | +0.01% | -1.26% | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 0.16% | -0.01% | — | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.14% | -0.01% | -1.89% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.13% | — | -2.73% | |
| 46 | SCI | Service CORP International | 股票-循環性消費 | 0.12% | -0.01% | — | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.11% | -0.02% | -6.46% | |
| 48 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.10% | — | -2.78% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.09% | +0.07% | NEW | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.09% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +1.7% | NEW | 新建倉 |
| 2 | AMD | Advanced Micro Devices | +1.3% | +3.99% | 加碼 |
| 3 | GD | General Dynamics CORP | +0.4% | +3.96% | 加碼 |
| 4 | LDOS | Leidos Holdings Inc | +0.4% | -0.18% | 減碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +3.50% | 加碼 |
| 6 | IDA | Idacorp Inc | +0.3% | +23.42% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.3% | +0.91% | 加碼 |
| 8 | FAST | Fastenal Co | +0.2% | +99.88% | 加碼 |
| 9 | VGSH | Vanguard Short-term Treasury | +0.1% | +10.61% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.1% | +0.89% | 加碼 |
| 11 | TRMB | Trimble Inc | +0.1% | — | 不變 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | 新建倉 |
| 13 | CGNX | Cognex CORP | +0.1% | -0.57% | 減碼 |
| 14 | MSFT | Microsoft CORP | +0.1% | — | 不變 |
| 15 | PSN | Parsons CORP | +0.1% | NEW | 新建倉 |
| 16 | WSM | Williams-sonoma Inc | +0.1% | -0.81% | 減碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | — | 不變 |
| 18 | ABT | Abbott Laboratories | 0% | -0.16% | 減碼 |
| 19 | WEC | Wec Energy Group Inc | 0% | +6.73% | 加碼 |
| 20 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 21 | MCK | Mckesson CORP | 0% | — | 不變 |
| 22 | OEF | Ishares S&p 100 ETF | 0% | -2.78% | 減碼 |
| 23 | HD | Home Depot Inc | — | -2.73% | 減碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -6.25% | 減碼 |
| 25 | NEE | Nextera Energy Inc | 0% | -6.46% | 減碼 |
| 26 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 27 | CBSH | Commerce Bancshares Inc | 0% | -1.26% | 減碼 |
| 28 | AMGN | Amgen Inc | 0% | -1.89% | 減碼 |
| 29 | BX | Blackstone Inc | 0% | -6.82% | 減碼 |
| 30 | LIN | Linde plc | 0% | -5.20% | 減碼 |
| 31 | CTRA | Coterra Energy Inc | 0% | -1.05% | 減碼 |
| 32 | ITW | Illinois Tool Works | 0% | -0.34% | 減碼 |
| 33 | LLY | Eli Lilly & Co | -0.1% | — | 不變 |
| 34 | KO | Coca-cola Co/the | -0.1% | -0.66% | 減碼 |
| 35 | CHRW | C.h. Robinson Worldwide Inc | -0.1% | — | 不變 |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 37 | PAYX | Paychex Inc | -0.1% | — | 不變 |
| 38 | GWW | Ww Grainger Inc | -0.1% | -23.58% | 減碼 |
| 39 | ACN | Accenture plc | -0.2% | +1.70% | 加碼 |
| 40 | JNJ | Johnson & Johnson | -0.3% | +1.50% | 加碼 |
| 41 | COST | Costco Wholesale CORP | -0.3% | -7.70% | 減碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -1.22% | 減碼 |
| 43 | TSCO | Tractor Supply Company | -0.3% | -0.36% | 減碼 |
| 44 | PG | Procter & Gamble Co/the | -0.4% | -0.18% | 減碼 |
| 45 | SLB | Slb LTD | -0.4% | EXIT | 清倉 |
| 46 | AAPL | Apple Inc | -0.4% | -0.15% | 減碼 |
| 47 | CVX | Chevron CORP | -0.4% | +3.42% | 加碼 |
| 48 | ORLY | O'reilly Automotive Inc | -0.6% | +1342.37% | 加碼 |
| 49 | V | Visa Inc-class A Shares | -0.7% | -9.49% | 減碼 |
| 50 | FISV | Fiserv Inc | -1% | -1.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Thomas Story & Son LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.8億，共申報了 51 個公開持股部位。
在 Q2 2025 季度，Thomas Story & Son LLC 按市值排列的前三大核心持股分別為：V (6.9%)、COST (6.9%)、WSM (5.6%)。其中最大持股部位 V 佔據整體投資組合約 6.9% 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
MRK
市值: US$431.9萬
本季最大獲利了結 / 清倉標的
SLB
前期市值: US$95.4萬
在 Q2 2025 季度中，Thomas Story & Son LLC 共進行了 40 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 23 個部位以及清倉 1 個部位。 其中最大新建倉標的為 MRK。 本季清倉部位包含 SLB。
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。