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: 0001542108
申報總市值
US$14.5億
US$14.5億
128 檔
12.2%
根據最新整理的 13F 季度數據集，Verity & Verity, LLC 於 Q1 2025 結束時的管理資產規模為 US$14.5億。該機構在本季度申報了 128 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Verity & Verity, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 59 個新部位，並對 43 個既有持股進行加碼（合計增持 102 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 GILD, ABBV, AVGO）占據了總市值的 12.2%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 3.22% | -0.46% | -13.36% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.19% | +0.23% | +0.99% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.17% | +0.49% | -28.38% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 3.12% | -0.71% | +12.06% | |
| 5 | RTX | Rtx CORP | 股票-工業 | 2.80% | -0.26% | +0.32% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.72% | +0.05% | +0.42% | |
| 7 | AMGN | Amgen Inc | 股票-醫療保健 | 2.63% | -0.11% | +3.96% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.15% | +2.53% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 2.44% | -0.23% | +1.52% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.10% | -1.28% | |
| 11 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.16% | -0.45% | +67.73% | |
| 12 | ENB | Enbridge Inc | 股票-能源 | 2.15% | -0.20% | +2.96% | |
| 13 | GLW | Corning Inc | 股票-科技 | 2.13% | +0.26% | -20.06% | |
| 14 | STT | State Street CORP | 股票-金融 | 2.02% | +0.63% | +2.24% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.01% | -0.46% | +137.27% | |
| 16 | OGE | Oge Energy CORP | 股票-公用事業 | 1.96% | -0.03% | +1.78% | |
| 17 | PFE | Pfizer Inc | 股票-醫療保健 | 1.93% | -0.55% | +41.59% | |
| 18 | PRU | Prudential Financial Inc | 股票-金融 | 1.86% | -0.21% | +3.62% | |
| 19 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.78% | — | +22.65% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 1.75% | -0.09% | +3.65% | |
| 21 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.73% | -0.26% | +42.21% | |
| 22 | MET | Metlife Inc | 股票-金融 | 1.71% | +0.15% | +1.81% | |
| 23 | NNN | Nnn Reit Inc | 股票-房地產 | 1.69% | +0.04% | +70.51% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | -0.37% | +1.76% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | -0.09% | +6.99% | |
| 26 | VICI | Vici Properties Inc | 股票-房地產 | 1.62% | -0.20% | +13.40% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 1.62% | +0.01% | +2.17% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 1.56% | -0.12% | -27.31% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 1.56% | +0.12% | -33.97% | |
| 30 | MDT | Medtronic plc | 股票-醫療保健 | 1.55% | -0.17% | +9.74% | |
| 31 | TGT | Target CORP | 股票-循環性消費 | 1.43% | — | +25.14% | |
| 32 | FNF | Fidelity National Financial | 股票-金融 | 1.40% | -0.06% | +1.70% | |
| 33 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.38% | -0.16% | +10.76% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 1.32% | -0.34% | +3.17% | |
| 35 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.32% | +0.67% | +3.40% | |
| 36 | CNQ | Canadian Natural Resources | 股票-能源 | 1.31% | -0.52% | +63.19% | |
| 37 | TFC | Truist Financial CORP | 股票-金融 | 1.31% | -0.01% | -14.71% | |
| 38 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.25% | -0.01% | -1.17% | |
| 39 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.23% | -0.02% | +33.61% | |
| 40 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.22% | +0.07% | +11.20% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.05% | -0.31% | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 1.19% | +0.02% | -25.65% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 1.13% | -0.23% | +15.91% | |
| 44 | PLD | Prologis Inc | 股票-房地產 | 1.12% | -0.10% | +20.20% | |
| 45 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.09% | +0.57% | +4.27% | |
| 46 | SO | Southern Co/the | 股票-公用事業 | 1.07% | -0.07% | -34.28% | |
| 47 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.04% | +0.07% | +1.09% | |
| 48 | AMP | Ameriprise Financial Inc | 股票-金融 | 1.04% | -0.04% | +0.96% | |
| 49 | CMI | Cummins Inc | 股票-工業 | 0.98% | +0.29% | +1.14% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.86% | +0.25% | +11.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +1.4% | +137.27% | 加碼 |
| 2 | ABBV | Abbvie Inc | +1.4% | +0.99% | 加碼 |
| 3 | VZ | Verizon Communications Inc | +1.2% | +67.73% | 加碼 |
| 4 | AVGO | Broadcom Inc | +1.1% | -28.38% | 加碼 |
| 5 | GILD | Gilead Sciences Inc | +1.1% | -13.36% | 加碼 |
| 6 | OKE | Oneok Inc | +1.1% | +1.52% | 加碼 |
| 7 | CVX | Chevron CORP | +0.9% | +12.06% | 加碼 |
| 8 | NNN | Nnn Reit Inc | +0.9% | +70.51% | 加碼 |
| 9 | CMCSA | Comcast Corp-class A | +0.8% | +10.76% | 加碼 |
| 10 | MDT | Medtronic plc | +0.8% | +9.74% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.7% | +3.96% | 加碼 |
| 12 | ENB | Enbridge Inc | +0.6% | +2.96% | 加碼 |
| 13 | MET | Metlife Inc | +0.6% | +1.81% | 加碼 |
| 14 | SBUX | Starbucks CORP | +0.5% | +1.09% | 加碼 |
| 15 | CMI | Cummins Inc | +0.4% | +1.14% | 加碼 |
| 16 | OGE | Oge Energy CORP | +0.4% | +1.78% | 加碼 |
| 17 | MO | Altria Group Inc | +0.2% | +2.17% | 加碼 |
| 18 | PRU | Prudential Financial Inc | +0.2% | +3.62% | 加碼 |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -63.62% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | -1.27% | 加碼 |
| 21 | HD | Home Depot Inc | +0.1% | +0.11% | 加碼 |
| 22 | ORCL | Oracle CORP | +0.1% | -9.18% | 加碼 |
| 23 | VIG | Vanguard Dividend Apprec ETF | 0% | +7.83% | 加碼 |
| 24 | AXP | American Express Co | 0% | -3.74% | 加碼 |
| 25 | AJG | Arthur J Gallagher & Co | 0% | -1.17% | 減碼 |
| 26 | ITW | Illinois Tool Works | 0% | -19.10% | 加碼 |
| 27 | GLW | Corning Inc | 0% | -20.06% | 加碼 |
| 28 | V | Visa Inc-class A Shares | — | -9.22% | 加碼 |
| 29 | COST | Costco Wholesale CORP | — | -23.27% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | — | +11.40% | 加碼 |
| 31 | GOOG | Alphabet Inc-cl C | — | -2.19% | 加碼 |
| 32 | ET | Energy Transfer LP | 0% | — | 減碼 |
| 33 | ADI | Analog Devices Inc | 0% | — | 加碼 |
| 34 | XOM | Exxon Mobil CORP | 0% | +1.76% | 減碼 |
| 35 | FDX | Fedex CORP | 0% | — | 不變 |
| 36 | JNJ | Johnson & Johnson | 0% | +6.99% | 加碼 |
| 37 | AFG | American Financial Group Inc | 0% | +11.25% | 加碼 |
| 38 | AMZN | Amazon.com Inc | 0% | +14.43% | 加碼 |
| 39 | EMR | Emerson Electric Co | 0% | — | 減碼 |
| 40 | PFE | Pfizer Inc | -0.1% | +41.59% | 加碼 |
| 41 | TXN | Texas Instruments Inc | -0.1% | +3.65% | 加碼 |
| 42 | EPD | Enterprise Products Partners | -0.1% | -7.11% | 加碼 |
| 43 | RTX | Rtx CORP | -0.2% | +0.32% | 加碼 |
| 44 | ACN | Accenture plc | -0.2% | +5.03% | 減碼 |
| 45 | PM | Philip Morris International | -0.3% | -3.07% | 減碼 |
| 46 | KO | Coca-cola Co/the | -0.3% | -1.00% | 減碼 |
| 47 | QCOM | Qualcomm Inc | -0.4% | +11.49% | 加碼 |
| 48 | AMP | Ameriprise Financial Inc | -0.4% | +0.96% | 減碼 |
| 49 | MLPX | Global X Mlp & Energy Infras | -0.4% | -19.39% | 減碼 |
| 50 | JPM | Jpmorgan Chase & Co | -0.4% | +0.42% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Verity & Verity, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$14.5億，共申報了 128 個公開持股部位。
在 Q1 2025 季度，Verity & Verity, LLC 按市值排列的前三大核心持股分別為：GILD (3.2%)、ABBV (3.2%)、AVGO (3.2%)。其中最大持股部位 GILD 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
STT
市值: US$2302.8萬
本季最大獲利了結 / 清倉標的
BCE
前期市值: US$1080.3萬
在 Q1 2025 季度中，Verity & Verity, LLC 共進行了 158 項持倉異動，包含新建倉 59 個部位、加碼 43 個部位、減碼 25 個部位以及清倉 31 個部位。 其中最大新建倉標的為 STT。 本季清倉部位包含 BCE。
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。