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: 0001709632
申報總市值
US$95.2億
US$95.2億
274 檔
4.1%
在 Q3 2024 的 13F 官方備案中，Vest Financial, LLC 管理的美股投資組合規模來到 US$95.2億，整體持股檔數為 274 檔。
Vest Financial, LLC 於 Q3 2024 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 49 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。
從部位權重觀察，前 5 大標的（包含 AFL, CB, XOM）累計市值佔比達 4.1%，是驅動 Vest Financial, LLC 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 274 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 | AFL | Aflac Inc | 股票-金融 | 1.66% | +0.07% | +0.12% | |
| 2 | CB | Chubb Limited | 股票-金融 | 1.60% | -0.15% | +7.37% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 1.55% | -0.39% | +20.14% | |
| 4 | NUE | Nucor CORP | 股票-原物料 | 1.45% | -0.03% | +28.30% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 1.24% | +0.17% | +10.28% | |
| 6 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.20% | -0.06% | +16.52% | |
| 7 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.20% | +0.10% | +16.47% | |
| 8 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 1.16% | -0.06% | -13.20% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.14% | -0.20% | +20.05% | |
| 10 | CLX | Clorox Company | 股票-非循環性消費 | 1.14% | -0.09% | +19.99% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 1.12% | +0.04% | +24.14% | |
| 12 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.12% | -0.09% | +13.16% | |
| 13 | PNR | Pentair plc | 股票-工業 | 1.11% | -0.08% | +5.76% | |
| 14 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.10% | +0.23% | +10.39% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.10% | -0.23% | -6.77% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | — | +9.40% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.09% | -0.22% | -0.78% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.09% | -0.10% | +2.37% | |
| 19 | LIN | Linde plc | 股票-原物料 | 1.08% | -0.18% | +15.96% | |
| 20 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.08% | -0.18% | +0.97% | |
| 21 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.08% | -0.04% | +0.56% | |
| 22 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.08% | -0.04% | +18.45% | |
| 23 | AOS | Smith (a.o.) CORP | 股票-工業 | 1.07% | -0.09% | +20.91% | |
| 24 | BF-B | Brown-forman Corp-class B | 股票-其他 | 1.07% | -0.12% | +24.40% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 1.06% | -0.06% | +11.11% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.06% | +0.17% | +10.38% | |
| 27 | NDSN | Nordson CORP | 股票-工業 | 1.05% | -0.07% | +23.07% | |
| 28 | O | Realty Income CORP | 股票-房地產 | 1.05% | -0.13% | +4.15% | |
| 29 | AMCR | Amcor plc | 股票-循環性消費 | 1.04% | — | -3.97% | |
| 30 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.04% | — | +3.43% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.04% | +0.02% | +11.86% | |
| 32 | GWW | Ww Grainger Inc | 股票-工業 | 1.04% | -0.05% | +13.48% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.38% | +5.39% | |
| 34 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.04% | -0.20% | +3.50% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.03% | -0.21% | +12.94% | |
| 36 | DOV | Dover CORP | 股票-工業 | 1.03% | -0.26% | +10.26% | |
| 37 | ITW | Illinois Tool Works | 股票-工業 | 1.03% | -0.11% | +15.59% | |
| 38 | CTAS | Cintas CORP | 股票-工業 | 1.03% | -0.05% | +292.65% | |
| 39 | ED | Consolidated Edison Inc | 股票-公用事業 | 1.02% | -0.16% | +7.07% | |
| 40 | SYY | Sysco CORP | 股票-非循環性消費 | 1.02% | -0.01% | +17.98% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 1.02% | -0.03% | -4.97% | |
| 42 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.01% | -0.06% | +1.25% | |
| 43 | TGT | Target CORP | 股票-循環性消費 | 1.01% | -0.21% | +24.34% | |
| 44 | FRT | Federal Realty Invs Trust | 股票-房地產 | 1.01% | -0.07% | +5.64% | |
| 45 | GD | General Dynamics CORP | 股票-工業 | 1.00% | -0.03% | +14.69% | |
| 46 | PPG | Ppg Industries Inc | 股票-原物料 | 1.00% | -0.03% | +16.12% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | -0.09% | +7.75% | |
| 48 | BRO | Brown & Brown Inc | 股票-金融 | 0.99% | -0.05% | -6.32% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.99% | -0.06% | +13.83% | |
| 50 | FAST | Fastenal Co | 股票-工業 | 0.99% | -0.11% | +10.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SWK | Stanley Black & Decker Inc | +0.3% | +16.47% | 加碼 |
| 2 | KVUE | Kenvue Inc | +0.2% | +16.52% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.2% | +24.14% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | +10.28% | 加碼 |
| 5 | MCD | Mcdonald's CORP | +0.2% | +20.05% | 加碼 |
| 6 | CLX | Clorox Company | +0.2% | +19.99% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.1% | +191.87% | 加碼 |
| 8 | BF-B | Brown-forman Corp-class B | +0.1% | +24.40% | 加碼 |
| 9 | NKE | Nike Inc -cl B | +0.1% | +40.58% | 加碼 |
| 10 | LOW | Lowe's Cos Inc | +0.1% | +13.16% | 加碼 |
| 11 | NDSN | Nordson CORP | +0.1% | +23.07% | 加碼 |
| 12 | PNR | Pentair plc | +0.1% | +5.76% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | +46.13% | 加碼 |
| 14 | CAH | Cardinal Health Inc | +0.1% | +18.45% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | +25.64% | 加碼 |
| 16 | AOS | Smith (a.o.) CORP | +0.1% | +20.91% | 加碼 |
| 17 | GPC | Genuine Parts Co | +0.1% | +32.49% | 加碼 |
| 18 | GWW | Ww Grainger Inc | +0.1% | +13.48% | 加碼 |
| 19 | TGT | Target CORP | +0.1% | +24.34% | 加碼 |
| 20 | ALB | Albemarle CORP | +0.1% | +32.37% | 加碼 |
| 21 | WSM | Williams-sonoma Inc | +0.1% | +149.01% | 加碼 |
| 22 | ACN | Accenture plc | +0.1% | +16.68% | 加碼 |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 0% | +11.86% | 加碼 |
| 24 | SYY | Sysco CORP | 0% | +17.98% | 加碼 |
| 25 | HRL | Hormel Foods CORP | 0% | +26.06% | 加碼 |
| 26 | SHW | Sherwin-williams Co/the | 0% | +0.56% | 加碼 |
| 27 | CINF | Cincinnati Financial CORP | 0% | +10.39% | 加碼 |
| 28 | ADP | Automatic Data Processing | 0% | +10.38% | 加碼 |
| 29 | ITW | Illinois Tool Works | 0% | +15.59% | 加碼 |
| 30 | MDT | Medtronic plc | 0% | +11.11% | 加碼 |
| 31 | AFL | Aflac Inc | 0% | +0.12% | 加碼 |
| 32 | ABBV | Abbvie Inc | 0% | +9.40% | 加碼 |
| 33 | LIN | Linde plc | 0% | +15.96% | 加碼 |
| 34 | O | Realty Income CORP | 0% | +4.15% | 加碼 |
| 35 | FAST | Fastenal Co | 0% | +10.61% | 加碼 |
| 36 | ED | Consolidated Edison Inc | — | +7.07% | 加碼 |
| 37 | ABT | Abbott Laboratories | 0% | +12.94% | 加碼 |
| 38 | ATO | Atmos Energy CORP | 0% | +3.50% | 加碼 |
| 39 | SJM | Jm Smucker Co/the | 0% | +10.25% | 加碼 |
| 40 | PPG | Ppg Industries Inc | 0% | +16.12% | 加碼 |
| 41 | XOM | Exxon Mobil CORP | 0% | +20.14% | 加碼 |
| 42 | CB | Chubb Limited | 0% | +7.37% | 加碼 |
| 43 | NUE | Nucor CORP | 0% | +28.30% | 加碼 |
| 44 | FRT | Federal Realty Invs Trust | 0% | +5.64% | 加碼 |
| 45 | GD | General Dynamics CORP | 0% | +14.69% | 加碼 |
| 46 | NEE | Nextera Energy Inc | -0.1% | -0.78% | 減碼 |
| 47 | DOV | Dover CORP | -0.1% | +10.26% | 加碼 |
| 48 | JNJ | Johnson & Johnson | -0.1% | +5.39% | 加碼 |
| 49 | APD | Air Products & Chemicals Inc | -0.1% | +0.97% | 加碼 |
| 50 | LRCXEUR | Lam Research CORP | -0.5% | +68.71% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vest Financial, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$95.2億，共申報了 274 個公開持股部位。
在 Q3 2024 季度，Vest Financial, LLC 按市值排列的前三大核心持股分別為：AFL (1.7%)、CB (1.6%)、XOM (1.6%)。其中最大持股部位 AFL 佔據整體投資組合約 1.7% 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。
本季最大獲利了結 / 清倉標的
NEE
前期市值: US$4771.2萬
在 Q3 2024 季度中，Vest Financial, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 49 個部位、減碼 1 個部位以及清倉 0 個部位。
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。