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: 0001974457
申報總市值
US$8.0億
US$8.0億
139 檔
8.2%
在 Q2 2025 的 13F 官方備案中，TrueMark Investments, LLC 管理的美股投資組合規模來到 US$8.0億，整體持股檔數為 139 檔。
TrueMark Investments, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 21 檔股票的新建倉與 12 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。
在資產配置集中度方面，TrueMark Investments, LLC 的前 5 大核心持股（包含 VZ, BTI, PM 等）合計佔整體申報市值的 8.2%，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 | VZ | Verizon Communications Inc | 股票-通訊服務 | 3.20% | -1.06% | +2.58% | |
| 2 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 3.11% | -0.56% | +6.70% | |
| 3 | PM | Philip Morris International | 股票-非循環性消費 | 2.87% | -0.80% | +10.32% | |
| 4 | T | At&t Inc | 股票-通訊服務 | 2.82% | — | +2.44% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.10% | -0.19% | +4.27% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.99% | +1.01% | +127.95% | |
| 7 | ENB | Enbridge Inc | 股票-能源 | 1.75% | -0.38% | -13.20% | |
| 8 | C | Citigroup Inc | 股票-金融 | 1.74% | — | +21.03% | |
| 9 | MPLX | Mplx LP | 股票-能源 | 1.68% | -0.70% | +8.84% | |
| 10 | ✓ | Listed Fd Tr | 股票-其他 | 1.63% | — | +170.55% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 1.60% | -0.85% | +3.83% | |
| 12 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.53% | -0.67% | +8.87% | |
| 13 | ✓ | 股票-其他 | 1.52% | — | +228.11% | ||
| 14 | ✓ | Listed Fd Tr | 股票-其他 | 1.41% | — | +104.62% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.40% | +0.19% | +8.76% | |
| 16 | ✓ | Listed Fd Tr | 股票-其他 | 1.30% | — | +135.05% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.22% | — | +8.82% | |
| 18 | ✓ | Listed Fds Tr | 股票-其他 | 1.19% | — | +331.15% | |
| 19 | OXM | Oxford Industries Inc | 股票-其他 | 1.15% | — | — | |
| 20 | AEP | American Electric Power | 股票-公用事業 | 1.14% | -0.34% | +8.58% | |
| 21 | WSO | Watsco Inc | 股票-工業 | 1.11% | — | — | |
| 22 | GIS | General Mills Inc | 股票-非循環性消費 | 1.09% | — | +10.25% | |
| 23 | UNM | Unum Group | 股票-金融 | 1.09% | — | — | |
| 24 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 1.09% | — | — | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.09% | — | — | |
| 26 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.09% | — | -10.91% | |
| 27 | ✓ | Listed Fd Tr | 股票-其他 | 1.09% | — | +239.02% | |
| 28 | ✓ | Listed Fd Tr | 股票-其他 | 1.08% | — | +114.09% | |
| 29 | UDR | Udr Inc | 股票-房地產 | 1.08% | — | — | |
| 30 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.08% | — | — | |
| 31 | UVV | Universal Corp/va | 股票-其他 | 1.07% | — | -12.66% | |
| 32 | CPB | THE Campbell's Company | 股票-非循環性消費 | 1.06% | — | +18.66% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.06% | — | — | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.06% | — | +8.75% | |
| 35 | D | Dominion Energy Inc | 股票-公用事業 | 1.05% | -1.70% | EXIT | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 1.05% | — | +10.94% | |
| 37 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.05% | — | — | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.04% | -0.47% | +6.28% | |
| 39 | EOG | Eog Resources Inc | 股票-能源 | 1.04% | — | — | |
| 40 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.04% | — | +8.82% | |
| 41 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.03% | — | -48.00% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | -0.48% | -18.94% | |
| 43 | EIX | Edison International | 股票-公用事業 | 0.98% | — | — | |
| 44 | ✓ | Listed Fd Tr | 股票-其他 | 0.97% | — | +49.84% | |
| 45 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.96% | -0.68% | +8.85% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.95% | — | — | |
| 47 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.94% | -0.65% | +8.82% | |
| 48 | CRH | CRH plc | 股票-原物料 | 0.93% | — | +8.78% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.92% | -1.77% | +8.83% | |
| 50 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.90% | -0.47% | -3.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OXM | Oxford Industries Inc | +1.2% | NEW | 新建倉 |
| 2 | WSO | Watsco Inc | +1.1% | NEW | 新建倉 |
| 3 | UNM | Unum Group | +1.1% | NEW | 新建倉 |
| 4 | COKE | Coca-cola Consolidated Inc | +1.1% | NEW | 新建倉 |
| 5 | CVS | Cvs Health CORP | +1.1% | NEW | 新建倉 |
| 6 | UDR | Udr Inc | +1.1% | NEW | 新建倉 |
| 7 | DRI | Darden Restaurants Inc | +1.1% | NEW | 新建倉 |
| 8 | BMY | Bristol-myers Squibb Co | +1.1% | NEW | 新建倉 |
| 9 | STZ | Constellation Brands Inc-a | +1.1% | NEW | 新建倉 |
| 10 | EOG | Eog Resources Inc | +1% | NEW | 新建倉 |
| 11 | ✓ | +1% | +228.11% | 加碼 | |
| 12 | EIX | Edison International | +1% | NEW | 新建倉 |
| 13 | ✓ | Listed Fd Tr | +1% | +170.55% | 加碼 |
| 14 | GD | General Dynamics CORP | +1% | NEW | 新建倉 |
| 15 | ✓ | Listed Fds Tr | +0.9% | +331.15% | 加碼 |
| 16 | CSCO | Cisco Systems Inc | +0.8% | NEW | 新建倉 |
| 17 | CMCSA | Comcast Corp-class A | +0.8% | NEW | 新建倉 |
| 18 | ✓ | Listed Fd Tr | +0.7% | +239.02% | 加碼 |
| 19 | HRL | Hormel Foods CORP | +0.7% | NEW | 新建倉 |
| 20 | ✓ | Listed Fd Tr | +0.7% | +135.05% | 加碼 |
| 21 | ✓ | Listed Fd Tr | +0.6% | +104.62% | 加碼 |
| 22 | SYY | Sysco CORP | +0.6% | NEW | 新建倉 |
| 23 | WSM | Williams-sonoma Inc | +0.6% | NEW | 新建倉 |
| 24 | PLPC | Preformed Line Products Co | +0.6% | NEW | 新建倉 |
| 25 | ✓ | Listed Fd Tr | +0.5% | +114.09% | 加碼 |
| 26 | CHCO | City Holding Co | +0.5% | NEW | 新建倉 |
| 27 | IMKTA | Ingles Markets Inc-class A | +0.5% | NEW | 新建倉 |
| 28 | AGX | Argan Inc | +0.5% | NEW | 新建倉 |
| 29 | ✓ | Listed Fd Tr | +0.5% | +139.00% | 加碼 |
| 30 | C | Citigroup Inc | +0.3% | +21.03% | 加碼 |
| 31 | UNH | Unitedhealth Group Inc | +0.2% | +127.95% | 加碼 |
| 32 | PM | Philip Morris International | +0.1% | +10.32% | 加碼 |
| 33 | BTI | British American Tob-sp Adr | 0% | +6.70% | 加碼 |
| 34 | PSEC | Prospect Capital CORP | -0.6% | EXIT | 清倉 |
| 35 | DX | Dynex Capital Inc | -0.6% | EXIT | 清倉 |
| 36 | HRZN | Horizon Technology Finance C | -0.7% | EXIT | 清倉 |
| 37 | PMT | Pennymac Mortgage Investment | -0.8% | EXIT | 清倉 |
| 38 | PFLT | Pennantpark Floating Rate Ca | -0.9% | EXIT | 清倉 |
| 39 | BNY | Bank Of New York Mellon CORP | -0.9% | -81.76% | 減碼 |
| 40 | BIZD | Vaneck Bdc Income ETF | -1% | EXIT | 清倉 |
| 41 | WNC | Wabash National CORP | -1% | EXIT | 清倉 |
| 42 | KBWD | Invesco Kbw High Dividend Yi | -1.1% | EXIT | 清倉 |
| 43 | DG | Dollar General CORP | -1.3% | -92.37% | 減碼 |
| 44 | BUSE | First Busey CORP | -1.4% | EXIT | 清倉 |
| 45 | APA | Apa CORP | -1.4% | EXIT | 清倉 |
| 46 | HYGV | Flexshares High Yield Value | -1.4% | EXIT | 清倉 |
| 47 | PDCOEUR | Patterson Cos Inc | -1.4% | EXIT | 清倉 |
| 48 | CLX | Clorox Company | -1.4% | EXIT | 清倉 |
| 49 | EDV | Vanguard Extended Dur Treas | -1.4% | EXIT | 清倉 |
| 50 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，TrueMark Investments, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$8.0億，共申報了 139 個公開持股部位。
在 Q2 2025 季度，TrueMark Investments, LLC 按市值排列的前三大核心持股分別為：VZ (3.2%)、BTI (3.1%)、PM (2.9%)。其中最大持股部位 VZ 佔據整體投資組合約 3.2% 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
OXM
市值: US$531.9萬
本季最大獲利了結 / 清倉標的
ZROZ
前期市值: US$555.1萬
在 Q2 2025 季度中，TrueMark Investments, LLC 共進行了 50 項持倉異動，包含新建倉 21 個部位、加碼 12 個部位、減碼 2 個部位以及清倉 15 個部位。 其中最大新建倉標的為 OXM。 本季清倉部位包含 ZROZ。
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。