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
401 檔
4.8%
在 Q2 2025 申報期間，Vest Financial, LLC（CIK: 0001709632）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$95.2億，共持有 401 個公開申報部位。
Vest Financial, LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 36 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 CB, ADP, MSFT）累計市值佔比達 4.8%，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 401 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 | CB | Chubb Limited | 股票-金融 | 1.45% | -0.15% | -1.05% | |
| 2 | ADP | Automatic Data Processing | 股票-科技 | 1.38% | +0.17% | +0.35% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | +0.03% | +16.23% | |
| 4 | AFL | Aflac Inc | 股票-金融 | 1.15% | +0.07% | -12.72% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.39% | -6.30% | |
| 6 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.14% | -0.21% | +12.07% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 1.12% | +0.17% | -4.33% | |
| 8 | CAT | Caterpillar Inc | 股票-工業 | 1.05% | +0.04% | +34.62% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.02% | +46.90% | |
| 10 | EMR | Emerson Electric Co | 股票-工業 | 1.02% | -0.04% | +27.06% | |
| 11 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.00% | +0.23% | +0.89% | |
| 12 | NUE | Nucor CORP | 股票-原物料 | 0.99% | -0.03% | -2.69% | |
| 13 | DOV | Dover CORP | 股票-工業 | 0.99% | -0.26% | +38.03% | |
| 14 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.99% | -0.04% | -5.64% | |
| 15 | BEN | Franklin Resources Inc | 股票-金融 | 0.98% | +0.04% | +6.43% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.38% | +11.68% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.05% | +7.37% | |
| 18 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.95% | -0.11% | -7.78% | |
| 19 | LIN | Linde plc | 股票-原物料 | 0.94% | -0.18% | +0.35% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.36% | +14.07% | |
| 21 | PNR | Pentair plc | 股票-工業 | 0.88% | -0.08% | +15.46% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 0.88% | -0.03% | +7.38% | |
| 23 | NDSN | Nordson CORP | 股票-工業 | 0.88% | -0.07% | +17.36% | |
| 24 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.87% | +0.10% | +46.42% | |
| 25 | ECL | Ecolab Inc | 股票-原物料 | 0.86% | -0.08% | -0.89% | |
| 26 | ALB | Albemarle CORP | 股票-原物料 | 0.85% | -0.27% | +55.42% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.85% | -0.22% | +7.60% | |
| 28 | PPG | Ppg Industries Inc | 股票-原物料 | 0.85% | -0.03% | +17.41% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | — | -4.29% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.23% | +1.18% | |
| 31 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.84% | +0.08% | +31.15% | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 0.83% | -0.03% | -2.31% | |
| 33 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.83% | -0.09% | +9.35% | |
| 34 | ES | Eversource Energy | 股票-公用事業 | 0.83% | -0.05% | -5.03% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -0.09% | +0.50% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.82% | -0.10% | -13.60% | |
| 37 | TGT | Target CORP | 股票-循環性消費 | 0.82% | -0.21% | +49.47% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.82% | -0.06% | +5.87% | |
| 39 | CTAS | Cintas CORP | 股票-工業 | 0.81% | -0.05% | -5.35% | |
| 40 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.81% | — | +2.79% | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.81% | -0.18% | +23.40% | |
| 42 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.80% | -0.06% | +16.30% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.04% | +5.72% | |
| 44 | GWW | Ww Grainger Inc | 股票-工業 | 0.80% | -0.05% | +10.14% | |
| 45 | AAPL | Apple Inc | 股票-科技 | 0.79% | +0.19% | +0.70% | |
| 46 | FDS | Factset Research Systems Inc | 股票-金融 | 0.79% | +0.01% | +8.82% | |
| 47 | FAST | Fastenal Co | 股票-工業 | 0.79% | -0.11% | +83.53% | |
| 48 | ITW | Illinois Tool Works | 股票-工業 | 0.79% | -0.11% | +6.98% | |
| 49 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.79% | +0.04% | -1.66% | |
| 50 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.79% | -0.09% | +17.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +46.90% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.4% | +16.23% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.3% | +34.62% | 加碼 |
| 4 | EMR | Emerson Electric Co | +0.3% | +27.06% | 加碼 |
| 5 | KLAC | Kla CORP | +0.3% | +49.71% | 加碼 |
| 6 | DOV | Dover CORP | +0.2% | +38.03% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +39.89% | 加碼 |
| 8 | LRCX | Lam Research CORP | +0.2% | +93.48% | 加碼 |
| 9 | WST | West Pharmaceutical Services | +0.2% | +54.05% | 加碼 |
| 10 | GE | General Electric | +0.2% | +78.99% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +7.37% | 加碼 |
| 12 | TGT | Target CORP | +0.2% | +49.47% | 加碼 |
| 13 | MPWR | Monolithic Power Systems Inc | +0.2% | +98.77% | 加碼 |
| 14 | RJF | Raymond James Financial Inc | +0.2% | +39.46% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.2% | +17.06% | 加碼 |
| 16 | TROW | T Rowe Price Group Inc | +0.2% | +31.15% | 加碼 |
| 17 | STT | State Street CORP | +0.2% | +112.43% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.2% | +24.22% | 加碼 |
| 19 | ACM | Aecom | +0.2% | +410.69% | 加碼 |
| 20 | BEN | Franklin Resources Inc | +0.2% | +6.43% | 加碼 |
| 21 | PNR | Pentair plc | +0.2% | +15.46% | 加碼 |
| 22 | ALB | Albemarle CORP | +0.2% | +55.42% | 加碼 |
| 23 | MTG | Mgic Investment CORP | +0.2% | +300.05% | 加碼 |
| 24 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 25 | CRM | Salesforce Inc | +0.2% | +43.61% | 加碼 |
| 26 | WSM | Williams-sonoma Inc | +0.2% | +57.15% | 加碼 |
| 27 | PNC | Pnc Financial Services Group | +0.2% | +120.03% | 加碼 |
| 28 | SLM | Slm CORP | +0.1% | +873.07% | 加碼 |
| 29 | SWK | Stanley Black & Decker Inc | +0.1% | +46.42% | 加碼 |
| 30 | TRV | Travelers Cos Inc/the | +0.1% | +37.30% | 加碼 |
| 31 | ODFL | Old Dominion Freight Line | +0.1% | +66.79% | 加碼 |
| 32 | NDSN | Nordson CORP | +0.1% | +17.36% | 加碼 |
| 33 | ROST | Ross Stores Inc | +0.1% | +42.22% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | +5.72% | 加碼 |
| 35 | BKNG | Booking Holdings Inc | +0.1% | +0.68% | 加碼 |
| 36 | PPG | Ppg Industries Inc | +0.1% | +17.41% | 加碼 |
| 37 | ABT | Abbott Laboratories | +0.1% | +12.07% | 加碼 |
| 38 | RF | Regions Financial CORP | -0.2% | EXIT | 清倉 |
| 39 | EXE | Expand Energy CORP | -0.2% | EXIT | 清倉 |
| 40 | GRMN | Garmin Ltd. | -0.2% | EXIT | 清倉 |
| 41 | KO | Coca-cola Co/the | -0.2% | -13.60% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.3% | -4.29% | 減碼 |
| 43 | BF-B | Brown-forman Corp-class B | -0.3% | -4.43% | 減碼 |
| 44 | ERIE | Erie Indemnity Company-cl A | -0.3% | -8.41% | 減碼 |
| 45 | KVUE | Kenvue Inc | -0.3% | -11.74% | 減碼 |
| 46 | BRO | Brown & Brown Inc | -0.3% | -13.47% | 減碼 |
| 47 | SJM | Jm Smucker Co/the | -0.3% | -14.08% | 減碼 |
| 48 | XOM | Exxon Mobil CORP | -0.3% | -6.30% | 減碼 |
| 49 | ED | Consolidated Edison Inc | -0.4% | -21.55% | 減碼 |
| 50 | AFL | Aflac Inc | -0.4% | -12.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vest Financial, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$95.2億，共申報了 401 個公開持股部位。
在 Q2 2025 季度，Vest Financial, LLC 按市值排列的前三大核心持股分別為：CB (1.4%)、ADP (1.4%)、MSFT (1.3%)。其中最大持股部位 CB 佔據整體投資組合約 1.4% 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
GEV
市值: US$1116.3萬
本季最大獲利了結 / 清倉標的
EXE
前期市值: US$1168.2萬
在 Q2 2025 季度中，Vest Financial, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 36 個部位、減碼 10 個部位以及清倉 3 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 EXE。
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。