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
420 檔
8.6%
根據最新整理的 13F 季度數據集，Vest Financial, LLC 於 Q2 2026 結束時的管理資產規模為 US$95.2億。該機構在本季度申報了 420 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2026 的申報異動，Vest Financial, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 115 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 AMAT, LRCX, KLAC）占據了總市值的 8.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 420 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 | AMAT | Applied Materials Inc | 股票-科技 | 2.04% | -0.91% | -8.61% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 1.75% | -0.62% | -18.63% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 1.67% | -0.72% | +816.94% | |
| 4 | MLI | Mueller Industries Inc | 股票-工業 | 1.60% | -0.95% | +95.64% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.49% | +0.28% | +0.84% | |
| 6 | CB | Chubb Limited | 股票-金融 | 1.45% | -0.02% | -1.13% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.36% | +0.64% | +16.47% | |
| 8 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.24% | +0.03% | +19.72% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.22% | +0.23% | +19.05% | |
| 10 | ADP | Automatic Data Processing | 股票-科技 | 1.18% | +0.18% | +20.68% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | -0.03% | -5.74% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.05% | +0.05% | +18.70% | |
| 13 | GEV | GE Vernova Inc | 股票-工業 | 1.04% | -0.16% | -6.47% | |
| 14 | GE | General Electric | 股票-工業 | 0.93% | -0.28% | +4.09% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 0.92% | +0.21% | +34.91% | |
| 16 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.88% | -0.15% | +5.07% | |
| 17 | AFL | Aflac Inc | 股票-金融 | 0.88% | +0.16% | +16.13% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.08% | +7.33% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 0.85% | -0.25% | -20.26% | |
| 20 | SNA | Snap-on Inc | 股票-工業 | 0.84% | -0.01% | +7.24% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.13% | +12.42% | |
| 22 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.80% | +0.03% | -0.08% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | +0.03% | +39.15% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | +0.39% | +9.53% | |
| 25 | DOV | Dover CORP | 股票-工業 | 0.78% | -0.08% | -21.06% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | -0.07% | +1.02% | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 0.76% | +0.05% | +45.14% | |
| 28 | LIN | Linde plc | 股票-原物料 | 0.76% | -0.08% | -12.10% | |
| 29 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.75% | +0.10% | -1.23% | |
| 30 | ALL | Allstate CORP | 股票-金融 | 0.75% | +0.01% | +12.57% | |
| 31 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.75% | +0.11% | +10.50% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | +0.07% | +37.77% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.72% | +0.02% | +9.65% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.72% | +0.09% | +11.82% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | -0.09% | -1.45% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.03% | -28.54% | |
| 37 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.69% | -0.11% | -10.04% | |
| 38 | VLTO | Veralto CORP | 股票-工業 | 0.69% | +0.16% | +52.67% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.67% | -0.01% | -7.05% | |
| 40 | BKR | Baker Hughes Co | 股票-能源 | 0.66% | +0.03% | -2.82% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.65% | -0.10% | +3.93% | |
| 42 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.65% | +0.04% | +12.98% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.02% | -1.42% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.64% | EXIT | |
| 45 | RF | Regions Financial CORP | 股票-金融 | 0.63% | +0.18% | +59.11% | |
| 46 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.63% | -0.12% | +2.74% | |
| 47 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.63% | +0.26% | +63.95% | |
| 48 | BEN | Franklin Resources Inc | 股票-金融 | 0.62% | -0.11% | -12.32% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.62% | +0.19% | +24.19% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.60% | -0.07% | -10.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | -8.61% | 減碼 |
| 2 | MLI | Mueller Industries Inc | +0.8% | +95.64% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.7% | +34.91% | 加碼 |
| 4 | KLAC | Kla CORP | +0.7% | +816.94% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.5% | -18.63% | 減碼 |
| 6 | BAC | Bank Of America CORP | +0.2% | +39.15% | 加碼 |
| 7 | RF | Regions Financial CORP | +0.2% | +59.11% | 加碼 |
| 8 | LUV | Southwest Airlines Co | +0.2% | NEW | 新建倉 |
| 9 | CINF | Cincinnati Financial CORP | +0.2% | +19.72% | 加碼 |
| 10 | EXPE | Expedia Group Inc | +0.2% | +63.95% | 加碼 |
| 11 | SYF | Synchrony Financial | +0.2% | +45.14% | 加碼 |
| 12 | USB | US Bancorp | +0.2% | +57.07% | 加碼 |
| 13 | RL | Ralph Lauren CORP | +0.2% | +80.25% | 加碼 |
| 14 | EG | Everest Group, Ltd. | +0.2% | +1051.81% | 加碼 |
| 15 | WDC | Western Digital CORP | +0.2% | NEW | 新建倉 |
| 16 | C | Citigroup Inc | +0.2% | +439.41% | 加碼 |
| 17 | AAPL | Apple Inc | +0.2% | +19.05% | 加碼 |
| 18 | HWM | Howmet Aerospace Inc | +0.2% | NEW | 新建倉 |
| 19 | VLTO | Veralto CORP | +0.2% | +52.67% | 加碼 |
| 20 | WFC | Wells Fargo & Co | +0.2% | +96.79% | 加碼 |
| 21 | ADP | Automatic Data Processing | +0.2% | +20.68% | 加碼 |
| 22 | IBM | Intl Business Machines CORP | +0.2% | +18.70% | 加碼 |
| 23 | SCHW | Schwab (charles) CORP | +0.2% | +104.15% | 加碼 |
| 24 | GE | General Electric | +0.2% | +4.09% | 加碼 |
| 25 | PYPL | Paypal Holdings Inc | +0.2% | +114.16% | 加碼 |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | +150.38% | 加碼 |
| 27 | WSM | Williams-sonoma Inc | +0.1% | +5.07% | 加碼 |
| 28 | RMD | Resmed Inc | +0.1% | +88.93% | 加碼 |
| 29 | AVGO | Broadcom Inc | +0.1% | +11.82% | 加碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +53.35% | 加碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +3.98% | 加碼 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +0.59% | 加碼 |
| 33 | AMD | Advanced Micro Devices | +0.1% | +1.63% | 加碼 |
| 34 | SWK | Stanley Black & Decker Inc | +0.1% | +2.74% | 加碼 |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +22.47% | 加碼 |
| 36 | WFRD | Weatherford International plc | +0.1% | +144.26% | 加碼 |
| 37 | GEV | GE Vernova Inc | +0.1% | -6.47% | 減碼 |
| 38 | ALL | Allstate CORP | +0.1% | +12.57% | 加碼 |
| 39 | COST | Costco Wholesale CORP | +0.1% | +37.77% | 加碼 |
| 40 | V | Visa Inc-class A Shares | +0.1% | +12.42% | 加碼 |
| 41 | TROW | T Rowe Price Group Inc | +0.1% | +3.93% | 加碼 |
| 42 | WST | West Pharmaceutical Services | +0.1% | -10.04% | 減碼 |
| 43 | INTC | Intel CORP | +0.1% | +1.63% | 加碼 |
| 44 | TRI | Thomson Reuters CORP | +0.1% | NEW | 新建倉 |
| 45 | AFL | Aflac Inc | +0.1% | +16.13% | 加碼 |
| 46 | TRV | Travelers Cos Inc/the | +0.1% | +10.50% | 加碼 |
| 47 | ADI | Analog Devices Inc | +0.1% | +53.46% | 加碼 |
| 48 | GLW | Corning Inc | +0.1% | +44.95% | 加碼 |
| 49 | BNY | Bank Of New York Mellon CORP | +0.1% | -0.08% | 減碼 |
| 50 | AXP | American Express Co | +0.1% | +9.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vest Financial, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$95.2億，共申報了 420 個公開持股部位。
在 Q2 2026 季度，Vest Financial, LLC 按市值排列的前三大核心持股分別為：AMAT (2.0%)、LRCX (1.8%)、KLAC (1.7%)。其中最大持股部位 AMAT 佔據整體投資組合約 2.0% 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
LUV
市值: US$2303.8萬
本季最大獲利了結 / 清倉標的
EA
前期市值: US$1790.8萬
在 Q2 2026 季度中，Vest Financial, LLC 共進行了 200 項持倉異動，包含新建倉 12 個部位、加碼 103 個部位、減碼 74 個部位以及清倉 11 個部位。 其中最大新建倉標的為 LUV。 本季清倉部位包含 EA。
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。