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: 0002023386
申報總市值
US$4.0億
US$4.0億
154 檔
13.4%
根據最新整理的 13F 季度數據集，Vista Investment Partners LLC 於 Q1 2025 結束時的管理資產規模為 US$4.0億。該機構在本季度申報了 154 檔美股持倉，呈現出該時期的主要投資地圖。
Vista Investment Partners LLC 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 10 個全新部位及加碼 17 檔持股的同時，亦同步清倉 12 檔並減碼 11 檔標的。
整體而言，Vista Investment Partners LLC 的前 5 大持股（包含 XOM, AAPL, SPY）貢獻了組合市值的 13.4%，形成該機構在 Q1 2025 季度的基本面基石。
| # | 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 | XOM | Exxon Mobil CORP | 股票-能源 | 3.73% | -0.97% | -1.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.29% | +0.38% | +3.46% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.12% | +0.30% | +0.32% | |
| 4 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 3.06% | — | -1.24% | |
| 5 | ARLP | Alliance Resource Partners | 股票-其他 | 3.02% | -0.47% | +4.61% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.69% | -0.68% | -0.22% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 2.35% | +0.03% | -0.92% | |
| 8 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.06% | -0.12% | +0.21% | |
| 9 | OGE | Oge Energy CORP | 股票-公用事業 | 1.98% | -0.06% | +0.10% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.97% | -0.07% | +0.35% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.85% | +0.17% | +0.61% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.77% | +0.56% | -2.26% | |
| 13 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.70% | -1.31% | EXIT | |
| 14 | COR | Cencora Inc | 股票-醫療保健 | 1.67% | -0.27% | +0.31% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.66% | +0.02% | -2.01% | |
| 16 | AVDE | Avantis International Equity | ETF-其他 | 1.50% | -0.06% | +375.59% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.50% | -0.01% | +0.53% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.44% | -0.24% | -2.65% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | -0.06% | -11.20% | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 1.40% | -1.34% | EXIT | |
| 21 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.33% | — | -0.73% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.33% | — | +1.31% | |
| 23 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 1.32% | -2.04% | EXIT | |
| 24 | SYF | Synchrony Financial | 股票-金融 | 1.28% | — | -1.54% | |
| 25 | FITB | Fifth Third Bancorp | 股票-金融 | 1.27% | +0.17% | -1.27% | |
| 26 | ACN | Accenture plc | 股票-科技 | 1.25% | — | -0.88% | |
| 27 | PAYX | Paychex Inc | 股票-科技 | 1.25% | — | -0.83% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.25% | — | -9.82% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.22% | +0.33% | +0.32% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 1.21% | +0.10% | -1.11% | |
| 31 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.19% | -0.17% | -0.60% | |
| 32 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.18% | -0.01% | -0.16% | |
| 33 | CB | Chubb Limited | 股票-金融 | 1.18% | -0.02% | +1.96% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.21% | -2.46% | |
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 1.13% | — | +53.97% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 1.11% | -1.10% | EXIT | |
| 37 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 1.03% | -1.29% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.02% | +0.01% | +2.45% | |
| 39 | GWW | Ww Grainger Inc | 股票-工業 | 0.96% | +0.22% | +1.88% | |
| 40 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.91% | +0.06% | +1.16% | |
| 41 | PNC | Pnc Financial Services Group | 股票-金融 | 0.91% | +0.11% | +0.60% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.90% | -0.04% | -2.69% | |
| 43 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.90% | -1.10% | EXIT | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.13% | -33.20% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.87% | -0.13% | +0.73% | |
| 46 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.81% | -0.03% | — | |
| 47 | JHG | Janus Henderson Group plc | 股票-金融 | 0.80% | — | +1.48% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.79% | +0.07% | +4.05% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.05% | -0.82% | |
| 50 | OKE | Oneok Inc | 股票-能源 | 0.76% | -0.01% | -0.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +1.3% | NEW | 新建倉 |
| 2 | AVDE | Avantis International Equity | +1.2% | +375.59% | 加碼 |
| 3 | DRI | Darden Restaurants Inc | +0.8% | NEW | 新建倉 |
| 4 | TNL | Travel + Leisure Co | +0.7% | NEW | 新建倉 |
| 5 | AVGO | Broadcom Inc | +0.6% | NEW | 新建倉 |
| 6 | SFM | Sprouts Farmers Market Inc | +0.4% | -1.24% | 減碼 |
| 7 | AVUV | Avantis US Small Cap Value | +0.4% | NEW | 新建倉 |
| 8 | JHSC | John Hancock Multi Small Cap | +0.4% | NEW | 新建倉 |
| 9 | MSI | Motorola Solutions Inc | +0.3% | +53.97% | 加碼 |
| 10 | BJ | Bj's Wholesale Club Holdings | +0.3% | +0.09% | 加碼 |
| 11 | ORLY | O'reilly Automotive Inc | +0.3% | +0.21% | 加碼 |
| 12 | VFLO | Victoryshares Free Cash Flow | +0.3% | +77.92% | 加碼 |
| 13 | CVX | Chevron CORP | +0.3% | -0.22% | 減碼 |
| 14 | COR | Cencora Inc | +0.3% | +0.31% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.3% | +0.61% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | -1.01% | 減碼 |
| 17 | KO | Coca-cola Co/the | +0.2% | +30.41% | 加碼 |
| 18 | ROKU | Roku Inc | +0.2% | NEW | 新建倉 |
| 19 | NRG | Nrg Energy Inc | +0.2% | NEW | 新建倉 |
| 20 | ARLP | Alliance Resource Partners | +0.2% | +4.61% | 加碼 |
| 21 | OGE | Oge Energy CORP | +0.2% | +0.10% | 加碼 |
| 22 | EXE | Expand Energy CORP | +0.2% | NEW | 新建倉 |
| 23 | LHX | L3harris Technologies Inc | +0.2% | NEW | 新建倉 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.45% | 加碼 |
| 25 | T | At&t Inc | +0.1% | -2.69% | 減碼 |
| 26 | AVLV | Avantis US Large Cap Value | +0.1% | +134.18% | 加碼 |
| 27 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +129.89% | 加碼 |
| 28 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | EXIT | 清倉 |
| 29 | GAP | Gap Inc/the | -0.2% | -52.92% | 減碼 |
| 30 | MAR | Marriott International -cl A | -0.2% | +1.16% | 加碼 |
| 31 | ZS | Zscaler Inc | -0.2% | EXIT | 清倉 |
| 32 | LUV | Southwest Airlines Co | -0.2% | EXIT | 清倉 |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | EXIT | 清倉 |
| 34 | ACN | Accenture plc | -0.2% | -0.88% | 減碼 |
| 35 | ALSN | Allison Transmission Holding | -0.2% | EXIT | 清倉 |
| 36 | SKAA | Skechers USA Inc-cl A | -0.3% | EXIT | 清倉 |
| 37 | AVUS | Avantis U.s. Equity ETF | -0.3% | EXIT | 清倉 |
| 38 | WMT | Walmart Inc | -0.3% | -32.24% | 減碼 |
| 39 | ORCL | Oracle CORP | -0.3% | +0.53% | 加碼 |
| 40 | SYF | Synchrony Financial | -0.4% | -1.54% | 減碼 |
| 41 | AAPL | Apple Inc | -0.4% | +3.46% | 加碼 |
| 42 | TSLA | Tesla Inc | -0.4% | +4.05% | 加碼 |
| 43 | MSFT | Microsoft CORP | -0.4% | -11.20% | 減碼 |
| 44 | SCHW | Schwab (charles) CORP | -0.5% | EXIT | 清倉 |
| 45 | CPAY | Corpay Inc | -0.6% | EXIT | 清倉 |
| 46 | NVDA | Nvidia CORP | -0.8% | -33.20% | 減碼 |
| 47 | PEP | Pepsico Inc | -0.9% | -72.74% | 減碼 |
| 48 | EG | Everest Group, Ltd. | -0.9% | EXIT | 清倉 |
| 49 | TOL | Toll Brothers Inc | -1.1% | EXIT | 清倉 |
| 50 | WM | Waste Management Inc | -1.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Vista Investment Partners LLC 在 Q1 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 154 個公開持股部位。
在 Q1 2025 季度，Vista Investment Partners LLC 按市值排列的前三大核心持股分別為：XOM (3.7%)、AAPL (3.3%)、SPY (3.1%)。其中最大持股部位 XOM 佔據整體投資組合約 3.7% 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。
本季最大新建倉標的
PULS
市值: US$433.5萬
本季最大獲利了結 / 清倉標的
WM
前期市值: US$383.6萬
在 Q1 2025 季度中，Vista Investment Partners LLC 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 17 個部位、減碼 11 個部位以及清倉 12 個部位。 其中最大新建倉標的為 PULS。 本季清倉部位包含 WM。
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。