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: 0001597298
申報總市值
US$2.6億
US$2.6億
221 檔
21.5%
在 Q3 2025 申報期間，Verity Asset Management, Inc.（CIK: 0001597298）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$2.6億，共持有 221 個公開申報部位。
Q3 2025 數據顯示 Verity Asset Management, Inc. 積極進場，新開立 63 個部位並同步加碼 69 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SPY, IVV, IBM）累計市值佔比達 21.5%，是驅動 Verity Asset Management, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 221 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.53% | +0.82% | +2.82% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.69% | +0.21% | +78.78% | |
| 3 | IBM | Intl Business Machines CORP | 股票-科技 | 3.13% | +0.12% | +109.83% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.11% | +95.38% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.56% | -0.03% | +153.64% | |
| 6 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.53% | -0.22% | +92.07% | |
| 7 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 2.43% | -0.53% | -3.27% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.40% | -0.31% | +86.55% | |
| 9 | BSJP | Invesco Bulletshares 2025 Hy | ETF-其他 | 2.10% | — | -10.68% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 2.02% | +0.09% | +109.95% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.49% | +180.50% | |
| 12 | RGLD | Royal Gold Inc | 股票-原物料 | 1.78% | -0.27% | +88.52% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.64% | -0.06% | -35.55% | |
| 14 | EPD | Enterprise Products Partners | 股票-能源 | 1.63% | -0.21% | +85.48% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.55% | -0.06% | +1250.07% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.33% | +0.20% | +112.41% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 1.17% | — | +63.88% | |
| 18 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 1.14% | +0.20% | +7.21% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.14% | +0.95% | +94.71% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.13% | +0.07% | +67.43% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.13% | +0.09% | +60.94% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.11% | -0.04% | +1.90% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.00% | — | +96.84% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | +0.07% | -0.29% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.95% | +0.01% | +9.78% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 0.88% | -0.01% | +160.45% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.80% | -0.17% | +169.01% | |
| 28 | MP | Mp Materials CORP | 股票-原物料 | 0.80% | +0.06% | -59.08% | |
| 29 | CMC | Commercial Metals Co | 股票-工業 | 0.77% | -0.06% | +2.97% | |
| 30 | HEI | Heico CORP | 股票-工業 | 0.75% | +0.18% | +3.25% | |
| 31 | UBSI | United Bankshares Inc | 股票-金融 | 0.75% | +0.09% | +105.09% | |
| 32 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.75% | -0.13% | +74.61% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.08% | +117.72% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.73% | +0.03% | — | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.73% | -0.09% | +151.03% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.67% | -0.04% | +102.24% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.66% | +0.18% | +2.63% | |
| 38 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.66% | -0.05% | +3.53% | |
| 39 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.65% | -0.27% | +4.24% | |
| 40 | VMI | Valmont Industries | 股票-工業 | 0.64% | +0.30% | +2.61% | |
| 41 | ROKU | Roku Inc | 股票-通訊服務 | 0.63% | +0.25% | +2.72% | |
| 42 | CTRA | Coterra Energy Inc | 股票-能源 | 0.62% | -1.23% | EXIT | |
| 43 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.60% | -0.14% | -7.64% | |
| 44 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.59% | -0.15% | +0.16% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.02% | +137.45% | |
| 46 | TXT | Textron Inc | 股票-工業 | 0.55% | -0.01% | +2.98% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.54% | -0.04% | +96.48% | |
| 48 | ATEN | A10 Networks Inc | 股票-其他 | 0.54% | +0.31% | +3.15% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.54% | +0.01% | +80.03% | |
| 50 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.53% | -0.81% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +1.4% | +1250.07% | 加碼 |
| 2 | WMT | Walmart Inc | +1.1% | +86.55% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +180.50% | 加碼 |
| 4 | IAU | Ishares Gold Trust | +0.9% | +92.07% | 加碼 |
| 5 | RGLD | Royal Gold Inc | +0.8% | +88.52% | 加碼 |
| 6 | AAPL | Apple Inc | +0.5% | +67.43% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +2.82% | 加碼 |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +9.78% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | -0.29% | 加碼 |
| 10 | AMD | Advanced Micro Devices | +0.3% | +94.71% | 加碼 |
| 11 | VXUS | Vanguard Total Intl Stock | +0.3% | +153.64% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.3% | +95.38% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +169.01% | 加碼 |
| 14 | ROKU | Roku Inc | +0.1% | +2.72% | 加碼 |
| 15 | PHYS | Sprott Physical Gold Trust | +0.1% | -7.64% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.1% | -18.85% | 減碼 |
| 17 | GDX | Vaneck Gold Miners ETF | +0.1% | +2.97% | 加碼 |
| 18 | MAIN | Main Street Capital CORP | +0.1% | -3.84% | 加碼 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | — | 不變 |
| 20 | RTX | Rtx CORP | +0.1% | +111.44% | 加碼 |
| 21 | LHX | L3harris Technologies Inc | +0.1% | +104.17% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | -1.79% | 減碼 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +112.41% | 加碼 |
| 24 | CMC | Commercial Metals Co | +0.1% | +2.97% | 加碼 |
| 25 | MOS | Mosaic Co/the | +0.1% | +7.47% | 加碼 |
| 26 | CAT | Caterpillar Inc | +0.1% | +75.75% | 加碼 |
| 27 | URG | Ur-energy Inc | +0.1% | -10.71% | 減碼 |
| 28 | EMN | Eastman Chemical Co | +0.1% | +107.22% | 加碼 |
| 29 | HALO | Halozyme Therapeutics Inc | +0.1% | +7.21% | 加碼 |
| 30 | HEI | Heico CORP | +0.1% | +3.25% | 加碼 |
| 31 | PEP | Pepsico Inc | +0.1% | +189.53% | 加碼 |
| 32 | ROP | Roper Technologies Inc | +0.1% | +253.87% | 加碼 |
| 33 | INTU | Intuit Inc | +0.1% | +164.21% | 加碼 |
| 34 | VIXY | Proshares Vix Short-term Fut | +0.1% | +166.36% | 加碼 |
| 35 | SLV | Ishares Silver Trust | 0% | +0.16% | 減碼 |
| 36 | VUG | Vanguard Growth ETF | 0% | +107.40% | 加碼 |
| 37 | ADP | Automatic Data Processing | 0% | +201.54% | 加碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | 0% | — | 加碼 |
| 39 | TAN | Invesco Solar ETF | 0% | +2.57% | 加碼 |
| 40 | VAC | Marriott Vacations World | 0% | +19.06% | 加碼 |
| 41 | ASO | Academy Sports & Outdoors In | 0% | +6.94% | 加碼 |
| 42 | HACK | Amplify Cybersecurity ETF | 0% | +3.17% | 加碼 |
| 43 | IONQ | Ionq Inc | 0% | -20.66% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | 0% | -15.69% | 減碼 |
| 45 | QBTS | D-wave Quantum Inc | 0% | -5.53% | 減碼 |
| 46 | JNJ | Johnson & Johnson | 0% | +117.72% | 加碼 |
| 47 | TXT | Textron Inc | 0% | +2.98% | 加碼 |
| 48 | VOO | Vanguard S&p 500 ETF | 0% | +118.58% | 加碼 |
| 49 | GSK | Gsk Plc-spon Adr | 0% | +13.72% | 加碼 |
| 50 | OPP | Rivernrth/doublelne Str Opp | 0% | +29.24% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Verity Asset Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$2.6億，共申報了 221 個公開持股部位。
在 Q3 2025 季度，Verity Asset Management, Inc. 按市值排列的前三大核心持股分別為：SPY (6.5%)、IVV (3.7%)、IBM (3.1%)。其中最大持股部位 SPY 佔據整體投資組合約 6.5% 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
VT
市值: US$305.6萬
本季最大獲利了結 / 清倉標的
EFA
前期市值: US$279.2萬
在 Q3 2025 季度中，Verity Asset Management, Inc. 共進行了 199 項持倉異動，包含新建倉 63 個部位、加碼 69 個部位、減碼 34 個部位以及清倉 33 個部位。 其中最大新建倉標的為 VT。 本季清倉部位包含 EFA。
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。