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: 0001063571
申報總市值
US$50.2億
US$50.2億
231 檔
11.5%
在 Q2 2025 申報期間，Vaughan David Investments Llc/il（CIK: 0001063571）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$50.2億，共持有 231 個公開申報部位。
在 Q2 2025 期間，Vaughan David Investments Llc/il 展現了靈活的資產再平衡步調，透過出清 1 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，Vaughan David Investments Llc/il 的前 5 大核心持股（包含 MSFT, , ORCL 等）合計佔整體申報市值的 11.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 231 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 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.10% | -0.89% | |
| 2 | ✓ | 股票-其他 | 3.03% | — | -5.90% | ||
| 3 | ORCL | Oracle CORP | 股票-科技 | 2.55% | -0.11% | -0.74% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | +0.09% | -0.75% | |
| 5 | DE | Deere & Co | 股票-工業 | 1.79% | +0.10% | -3.06% | |
| 6 | AXP | American Express Co | 股票-金融 | 1.72% | +0.08% | -0.63% | |
| 7 | ✓ | 股票-其他 | 1.49% | — | -1.32% | ||
| 8 | ETN | Eaton Corporation plc | 股票-工業 | 1.47% | +0.15% | -0.47% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.45% | +0.60% | -1.91% | |
| 10 | ✓ | 股票-其他 | 1.43% | — | +0.29% | ||
| 11 | ✓ | 股票-其他 | 1.38% | — | -0.14% | ||
| 12 | WMB | Williams Cos Inc | 股票-能源 | 1.38% | -0.05% | -2.07% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.36% | +0.15% | -1.11% | |
| 14 | ETR | Entergy CORP | 股票-公用事業 | 1.36% | -0.08% | -3.84% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.35% | +1.90% | +0.14% | |
| 16 | T | At&t Inc | 股票-通訊服務 | 1.33% | -0.41% | -0.19% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 1.31% | +0.03% | -3.19% | |
| 18 | ✓ | 股票-其他 | 1.30% | — | +0.23% | ||
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.28% | -0.10% | -0.72% | |
| 20 | HON | Honeywell International Inc | 股票-工業 | 1.27% | -1.18% | EXIT | |
| 21 | RF | Regions Financial CORP | 股票-金融 | 1.23% | -0.86% | -0.15% | |
| 22 | ALL | Allstate CORP | 股票-金融 | 1.22% | +0.08% | -0.49% | |
| 23 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.22% | -0.08% | -1.30% | |
| 24 | RMD | Resmed Inc | 股票-醫療保健 | 1.20% | -0.16% | +0.02% | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 1.19% | -0.07% | +0.35% | |
| 26 | NI | Nisource Inc | 股票-公用事業 | 1.18% | -0.04% | -1.66% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.18% | -0.23% | -1.14% | |
| 28 | ✓ | 股票-其他 | 1.15% | — | -6.51% | ||
| 29 | ✓ | 股票-其他 | 1.15% | — | +0.43% | ||
| 30 | AEP | American Electric Power | 股票-公用事業 | 1.11% | -0.02% | +0.60% | |
| 31 | ✓ | 股票-其他 | 1.10% | — | +0.85% | ||
| 32 | ✓ | 股票-其他 | 1.10% | — | -0.21% | ||
| 33 | RGA | Reinsurance Group Of America | 股票-金融 | 1.10% | -0.01% | +1.47% | |
| 34 | ✓ | 股票-其他 | 1.09% | — | +0.56% | ||
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | -0.04% | +0.82% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.08% | -0.04% | -0.02% | |
| 37 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.07% | -0.06% | +1.37% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 1.05% | -0.34% | +0.91% | |
| 39 | CI | THE Cigna Group | 股票-醫療保健 | 1.05% | -0.01% | -0.16% | |
| 40 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.05% | — | +1.27% | |
| 41 | DTE | Dte Energy Company | 股票-公用事業 | 1.05% | -0.01% | +0.33% | |
| 42 | COP | Conocophillips | 股票-能源 | 1.05% | -0.38% | +2.23% | |
| 43 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.05% | +0.01% | -1.65% | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 1.04% | -0.02% | -0.13% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 1.04% | +0.01% | +0.70% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.01% | +0.02% | +0.36% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.01% | +0.40% | +4.27% | |
| 48 | ✓ | 股票-其他 | 1.00% | — | +1.91% | ||
| 49 | ✓ | 股票-其他 | 0.98% | — | +2.28% | ||
| 50 | SCI | Service CORP International | 股票-循環性消費 | 0.97% | -0.10% | +0.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | — | 減碼 |
| 2 | ORCL | Oracle CORP | +0.8% | -0.74% | 減碼 |
| 3 | CRM | Salesforce Inc | +0.8% | NEW | 新建倉 |
| 4 | SIEGY | Siemens Ag-spons Adr | +0.7% | NEW | 新建倉 |
| 5 | MSFT | Microsoft CORP | +0.7% | -0.89% | 減碼 |
| 6 | CEG | Constellation Energy | +0.3% | — | 減碼 |
| 7 | ETN | Eaton Corporation plc | +0.3% | -0.47% | 減碼 |
| 8 | LRCX | Lam Research CORP | +0.3% | +0.14% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -0.75% | 減碼 |
| 10 | GS | Goldman Sachs Group Inc | +0.3% | -1.11% | 減碼 |
| 11 | AXP | American Express Co | +0.2% | -0.63% | 減碼 |
| 12 | DIS | Walt Disney Co/the | +0.2% | +3.02% | 加碼 |
| 13 | C | Citigroup Inc | +0.2% | +5.15% | 加碼 |
| 14 | COF | Capital One Financial CORP | +0.2% | NEW | 新建倉 |
| 15 | RMD | Resmed Inc | +0.1% | +0.02% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 加碼 |
| 17 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | — | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -1.91% | 減碼 |
| 19 | PM | Philip Morris International | +0.1% | -3.19% | 減碼 |
| 20 | BLK | Blackrock Inc | +0.1% | — | 加碼 |
| 21 | HON | Honeywell International Inc | +0.1% | +0.03% | 加碼 |
| 22 | CAT | Caterpillar Inc | +0.1% | -0.23% | 減碼 |
| 23 | RF | Regions Financial CORP | 0% | -0.15% | 減碼 |
| 24 | LECO | Lincoln Electric Holdings | 0% | -1.65% | 減碼 |
| 25 | USB | US Bancorp | 0% | +1.11% | 加碼 |
| 26 | GPC | Genuine Parts Co | 0% | +6.05% | 加碼 |
| 27 | DE | Deere & Co | 0% | -3.06% | 減碼 |
| 28 | ICE | Intercontinental Exchange In | — | -1.14% | 減碼 |
| 29 | STZ | Constellation Brands Inc-a | -0.1% | — | 加碼 |
| 30 | PEP | Pepsico Inc | -0.1% | +6.56% | 加碼 |
| 31 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | — | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | — | 加碼 |
| 33 | UPS | United Parcel Service-cl B | -0.1% | -0.56% | 減碼 |
| 34 | EXC | Exelon CORP | -0.1% | -1.24% | 減碼 |
| 35 | OMC | Omnicom Group | -0.1% | +3.26% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | — | 加碼 |
| 37 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 38 | KMB | Kimberly-clark CORP | -0.1% | -0.10% | 減碼 |
| 39 | PG | Procter & Gamble Co/the | -0.1% | -0.02% | 減碼 |
| 40 | JNJ | Johnson & Johnson | -0.1% | +0.82% | 加碼 |
| 41 | SLB | Slb LTD | -0.2% | +4.36% | 加碼 |
| 42 | ETR | Entergy CORP | -0.2% | -3.84% | 減碼 |
| 43 | AMGN | Amgen Inc | -0.2% | -0.13% | 減碼 |
| 44 | COP | Conocophillips | -0.2% | +2.23% | 加碼 |
| 45 | CVX | Chevron CORP | -0.2% | +0.91% | 加碼 |
| 46 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.30% | 減碼 |
| 47 | ABBV | Abbvie Inc | -0.3% | — | 加碼 |
| 48 | GIS | General Mills Inc | -0.6% | -70.16% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.7% | +4.27% | 加碼 |
| 50 | FE | Firstenergy CORP | -0.9% | -83.13% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vaughan David Investments Llc/il 在 Q2 2025 季度的美股持倉總市值約為 US$50.2億，共申報了 231 個公開持股部位。
在 Q2 2025 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分別為：MSFT (3.3%)、 (3.0%)、ORCL (2.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.3% 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
CRM
市值: US$3569.8萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$565.6萬
在 Q2 2025 季度中，Vaughan David Investments Llc/il 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 21 個部位、減碼 25 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CRM。 本季清倉部位包含 DFSEUR。
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。