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
417 檔
6.0%
Vest Financial, LLC 在 Q4 2025 季度的美股部位總計估值為 US$95.2億，分散於 417 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，Vest Financial, LLC 在獲利結算 1 檔個股的同時，將資本重新部署至 2 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Vest Financial, LLC 的前 5 大核心持股（包含 CB, NVDA, MSFT 等）合計佔整體申報市值的 6.0%，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 417 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 | 1.58% | -0.15% | +2.40% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.02% | +9.58% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | +0.03% | +16.71% | |
| 4 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.29% | -0.21% | +11.29% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | +0.02% | -3.39% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 1.19% | +0.54% | +30.35% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 1.11% | +0.17% | +4.43% | |
| 8 | DOV | Dover CORP | 股票-工業 | 1.10% | -0.26% | +23.41% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.07% | +0.19% | -3.68% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | -0.38% | -11.95% | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 1.00% | +0.83% | -0.44% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 0.98% | +0.17% | -8.29% | |
| 13 | ALB | Albemarle CORP | 股票-原物料 | 0.97% | -0.27% | -17.03% | |
| 14 | KLAC | Kla CORP | 股票-科技 | 0.92% | +0.65% | -5.75% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.90% | +0.04% | +6.30% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.90% | -0.05% | +10.40% | |
| 17 | MLI | Mueller Industries Inc | 股票-工業 | 0.88% | +0.75% | +0.34% | |
| 18 | GE | General Electric | 股票-工業 | 0.87% | +0.15% | +32.14% | |
| 19 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.86% | +0.23% | -10.11% | |
| 20 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.83% | -0.04% | -12.51% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.39% | -22.29% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | -0.23% | -9.02% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.80% | +0.04% | -21.77% | |
| 24 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.79% | -0.06% | -27.01% | |
| 25 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.79% | — | -11.31% | |
| 26 | LIN | Linde plc | 股票-原物料 | 0.79% | -0.18% | +1.41% | |
| 27 | AFL | Aflac Inc | 股票-金融 | 0.79% | +0.07% | -23.40% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.78% | -0.06% | +22.49% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.08% | +9.65% | |
| 30 | EWBC | East West Bancorp Inc | 股票-金融 | 0.78% | -0.13% | +8.69% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.77% | +0.05% | +4.60% | |
| 32 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.77% | -0.18% | +35.18% | |
| 33 | NUE | Nucor CORP | 股票-原物料 | 0.75% | -0.03% | -6.89% | |
| 34 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.74% | -0.14% | +4.04% | |
| 35 | STT | State Street CORP | 股票-金融 | 0.74% | -0.12% | +39.08% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.73% | -0.36% | -4.78% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | -0.20% | -10.09% | |
| 38 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.73% | +0.05% | -0.75% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | — | -20.19% | |
| 40 | SPGI | S&p Global Inc | 股票-金融 | 0.72% | -0.03% | +0.27% | |
| 41 | SNA | Snap-on Inc | 股票-工業 | 0.72% | +0.03% | +10.24% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.72% | -0.10% | -9.03% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.71% | -0.22% | -17.52% | |
| 44 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.71% | -0.06% | +33.25% | |
| 45 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.70% | -0.14% | +9.98% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.70% | -0.09% | -2.46% | |
| 47 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.69% | -0.18% | +11.98% | |
| 48 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.69% | -0.09% | -0.75% | |
| 49 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.68% | +0.13% | +6.85% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.68% | -0.06% | -10.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.5% | +30.35% | 加碼 |
| 2 | DOV | Dover CORP | +0.3% | +23.41% | 加碼 |
| 3 | ALB | Albemarle CORP | +0.3% | -17.03% | 減碼 |
| 4 | STT | State Street CORP | +0.3% | +39.08% | 加碼 |
| 5 | COKE | Coca-cola Consolidated Inc | +0.2% | +60.76% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.39% | 減碼 |
| 7 | GE | General Electric | +0.2% | +32.14% | 加碼 |
| 8 | PNC | Pnc Financial Services Group | +0.2% | +44.12% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.2% | +56.72% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.2% | +85.64% | 加碼 |
| 11 | CRM | Salesforce Inc | +0.2% | +22.49% | 加碼 |
| 12 | KVUE | Kenvue Inc | +0.2% | +33.25% | 加碼 |
| 13 | USB | US Bancorp | +0.2% | +1220.02% | 加碼 |
| 14 | MPWR | Monolithic Power Systems Inc | +0.2% | +35.18% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.2% | -0.44% | 減碼 |
| 16 | VLTO | Veralto CORP | +0.2% | +116.58% | 加碼 |
| 17 | INGR | Ingredion Inc | +0.2% | +332.03% | 加碼 |
| 18 | RL | Ralph Lauren CORP | +0.2% | +177.88% | 加碼 |
| 19 | ALL | Allstate CORP | +0.2% | +60.80% | 加碼 |
| 20 | PGR | Progressive CORP | +0.2% | +71.15% | 加碼 |
| 21 | CB | Chubb Limited | +0.1% | +2.40% | 加碼 |
| 22 | FDS | Factset Research Systems Inc | +0.1% | +30.78% | 加碼 |
| 23 | RMD | Resmed Inc | +0.1% | +123.81% | 加碼 |
| 24 | ROST | Ross Stores Inc | +0.1% | +4.04% | 加碼 |
| 25 | ACN | Accenture plc | +0.1% | +18.18% | 加碼 |
| 26 | NVDA | Nvidia CORP | +0.1% | +9.58% | 加碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -69.81% | 減碼 |
| 28 | UNM | Unum Group | -0.2% | -20.53% | 減碼 |
| 29 | CF | Cf Industries Holdings Inc | -0.2% | -89.36% | 減碼 |
| 30 | LEN | Lennar Corp-a | -0.2% | -20.94% | 減碼 |
| 31 | O | Realty Income CORP | -0.2% | -13.40% | 減碼 |
| 32 | NTRS | Northern Trust CORP | -0.2% | -66.77% | 減碼 |
| 33 | DHI | Dr Horton Inc | -0.2% | -40.56% | 減碼 |
| 34 | EA | Electronic Arts Inc | -0.2% | -26.91% | 減碼 |
| 35 | PNR | Pentair plc | -0.2% | -15.38% | 減碼 |
| 36 | LOW | Lowe's Cos Inc | -0.2% | -15.71% | 減碼 |
| 37 | KMB | Kimberly-clark CORP | -0.2% | -4.40% | 減碼 |
| 38 | GPC | Genuine Parts Co | -0.2% | -9.80% | 減碼 |
| 39 | RJF | Raymond James Financial Inc | -0.2% | -20.07% | 減碼 |
| 40 | ES | Eversource Energy | -0.2% | -18.30% | 減碼 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -22.29% | 減碼 |
| 42 | ADM | Archer-daniels-midland Co | -0.2% | -19.35% | 減碼 |
| 43 | BLK | Blackrock Inc | -0.2% | -25.03% | 減碼 |
| 44 | ATO | Atmos Energy CORP | -0.2% | -19.89% | 減碼 |
| 45 | EBAY | Ebay Inc | -0.2% | -24.78% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.2% | -20.19% | 減碼 |
| 47 | AFL | Aflac Inc | -0.3% | -23.40% | 減碼 |
| 48 | EXPE | Expedia Group Inc | — | NEW | 新建倉 |
| 49 | RF | Regions Financial CORP | — | NEW | 新建倉 |
| 50 | EG | Everest Group, Ltd. | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Vest Financial, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$95.2億，共申報了 417 個公開持股部位。
在 Q4 2025 季度，Vest Financial, LLC 按市值排列的前三大核心持股分別為：CB (1.6%)、NVDA (1.6%)、MSFT (1.5%)。其中最大持股部位 CB 佔據整體投資組合約 1.6% 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
EXPE
市值: US$1594.8萬
本季最大獲利了結 / 清倉標的
EG
前期市值: US$1154.5萬
在 Q4 2025 季度中，Vest Financial, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 23 個部位、減碼 24 個部位以及清倉 1 個部位。 其中最大新建倉標的為 EXPE。 本季清倉部位包含 EG。
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。