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
12.7%
截至 Q2 2025 季度末，Vista Investment Partners LLC 的美股持倉估值約為 US$4.0億，全數申報部位共有 154 檔。
Vista Investment Partners LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 19 檔持股的同時，亦同步清倉 6 檔並減碼 19 檔標的。
整體而言，Vista Investment Partners LLC 的前 5 大持股（包含 SPY, XOM, AAPL）貢獻了組合市值的 12.7%，形成該機構在 Q2 2025 季度的基本面基石。
本季最大新建倉標的
AVUS
市值: US$231.7萬
本季最大獲利了結 / 清倉標的
PULS
前期市值: US$433.5萬
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | +0.30% | +0.31% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 3.20% | -0.97% | -0.03% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.81% | +0.38% | -2.22% | |
| 4 | ARLP | Alliance Resource Partners | 股票-其他 | 2.74% | -0.47% | — | |
| 5 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 2.47% | — | -20.86% | |
| 6 | ADP | Automatic Data Processing | 股票-科技 | 2.24% | +0.03% | -0.25% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 2.21% | -0.01% | -0.57% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 2.20% | +0.56% | -0.67% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.18% | -0.68% | -0.13% | |
| 10 | AVDE | Avantis International Equity | ETF-其他 | 1.97% | -0.06% | +24.15% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.90% | -0.07% | -0.43% | |
| 12 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.83% | -0.12% | +1396.28% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.82% | +0.01% | +83.05% | |
| 14 | OGE | Oge Energy CORP | 股票-公用事業 | 1.81% | -0.06% | +0.10% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.79% | +0.02% | -0.89% | |
| 16 | COR | Cencora Inc | 股票-醫療保健 | 1.70% | -0.27% | -0.41% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.06% | -8.70% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.55% | +0.17% | +0.38% | |
| 19 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.52% | -1.31% | EXIT | |
| 20 | SYF | Synchrony Financial | 股票-金融 | 1.52% | — | -0.47% | |
| 21 | TRI4EUR | Thomson Reuters CORP | 股票-其他 | 1.46% | — | -0.49% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.40% | — | +11.33% | |
| 23 | KR | Kroger Co | 股票-非循環性消費 | 1.39% | -1.34% | EXIT | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.39% | +0.33% | +2.12% | |
| 25 | TNL | Travel + Leisure Co | 股票-循環性消費 | 1.33% | +0.04% | +95.09% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.30% | -0.24% | -0.12% | |
| 27 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 1.28% | -1.29% | EXIT | |
| 28 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.28% | -0.01% | +0.58% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 1.27% | +0.13% | +3.56% | |
| 30 | AVAV | Aerovironment Inc | 股票-工業 | 1.27% | +0.03% | -0.57% | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 1.26% | +0.17% | -0.08% | |
| 32 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.21% | -0.03% | +50.47% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 1.15% | -1.10% | EXIT | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.14% | -0.17% | -0.12% | |
| 35 | ACN | Accenture plc | 股票-科技 | 1.13% | — | -0.36% | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.12% | — | +0.42% | |
| 37 | PAYX | Paychex Inc | 股票-科技 | 1.11% | — | -0.13% | |
| 38 | CB | Chubb Limited | 股票-金融 | 1.08% | -0.02% | +0.49% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | +0.21% | +2.89% | |
| 40 | MSI | Motorola Solutions Inc | 股票-科技 | 1.03% | — | +0.55% | |
| 41 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.00% | +0.06% | +1.19% | |
| 42 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 0.98% | +0.04% | +161.91% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.98% | +0.69% | +161.19% | |
| 44 | GWW | Ww Grainger Inc | 股票-工業 | 0.97% | +0.22% | +1.25% | |
| 45 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.95% | -1.10% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.01% | +6.52% | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.92% | +0.11% | +1.20% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.89% | +0.07% | -2.81% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | +0.05% | +0.63% | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.86% | -0.04% | -1.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.2% | +83.05% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.7% | -0.57% | 減碼 |
| 3 | AVAV | Aerovironment Inc | +0.7% | -0.57% | 減碼 |
| 4 | TNL | Travel + Leisure Co | +0.7% | +95.09% | 加碼 |
| 5 | AVUS | Avantis U.s. Equity ETF | +0.7% | NEW | 新建倉 |
| 6 | JHSC | John Hancock Multi Small Cap | +0.6% | +161.91% | 加碼 |
| 7 | AVUV | Avantis US Small Cap Value | +0.6% | +161.19% | 加碼 |
| 8 | AVDE | Avantis International Equity | +0.5% | +24.15% | 加碼 |
| 9 | KLAC | Kla CORP | +0.4% | -0.67% | 減碼 |
| 10 | DRI | Darden Restaurants Inc | +0.4% | +50.47% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.4% | +3.56% | 加碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | 新建倉 |
| 13 | LRCX | Lam Research CORP | +0.3% | NEW | 新建倉 |
| 14 | THC | Tenet Healthcare CORP | +0.3% | +0.30% | 加碼 |
| 15 | SYF | Synchrony Financial | +0.2% | -0.47% | 減碼 |
| 16 | MSFT | Microsoft CORP | +0.2% | -8.70% | 減碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.12% | 加碼 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.31% | 加碼 |
| 19 | HII | Huntington Ingalls Industrie | +0.2% | NEW | 新建倉 |
| 20 | PH | Parker Hannifin CORP | +0.1% | -0.89% | 減碼 |
| 21 | TRI4EUR | Thomson Reuters CORP | +0.1% | -0.49% | 減碼 |
| 22 | MDT | Medtronic plc | +0.1% | +64.01% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +2.30% | 加碼 |
| 24 | DE | Deere & Co | +0.1% | +46.34% | 加碼 |
| 25 | SGI | Somnigroup International Inc | +0.1% | +0.58% | 加碼 |
| 26 | TSLA | Tesla Inc | +0.1% | -2.81% | 減碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | +0.63% | 加碼 |
| 28 | NRG | Nrg Energy Inc | +0.1% | -0.71% | 減碼 |
| 29 | MAR | Marriott International -cl A | +0.1% | +1.19% | 加碼 |
| 30 | HD | Home Depot Inc | +0.1% | +11.33% | 加碼 |
| 31 | COR | Cencora Inc | 0% | -0.41% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -24.64% | 減碼 |
| 33 | FANG | Diamondback Energy Inc | -0.1% | EXIT | 清倉 |
| 34 | EXE | Expand Energy CORP | -0.2% | EXIT | 清倉 |
| 35 | HWM | Howmet Aerospace Inc | -0.2% | EXIT | 清倉 |
| 36 | OKE | Oneok Inc | -0.2% | — | 不變 |
| 37 | KMB | Kimberly-clark CORP | -0.2% | EXIT | 清倉 |
| 38 | ORLY | O'reilly Automotive Inc | -0.2% | +1396.28% | 加碼 |
| 39 | ARLP | Alliance Resource Partners | -0.3% | — | 不變 |
| 40 | ABBV | Abbvie Inc | -0.3% | +0.38% | 加碼 |
| 41 | BP | Bp Plc-spons Adr | -0.3% | -80.58% | 減碼 |
| 42 | CSCO | Cisco Systems Inc | -0.4% | -84.24% | 減碼 |
| 43 | NDAQ | Nasdaq Inc | -0.4% | EXIT | 清倉 |
| 44 | AAPL | Apple Inc | -0.5% | -2.22% | 減碼 |
| 45 | CVX | Chevron CORP | -0.5% | -0.13% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.5% | -0.03% | 減碼 |
| 47 | SFM | Sprouts Farmers Market Inc | -0.6% | -20.86% | 減碼 |
| 48 | IBM | Intl Business Machines CORP | -0.6% | -91.61% | 減碼 |
| 49 | CAT | Caterpillar Inc | -1.1% | -89.74% | 減碼 |
| 50 | PULS | Pgim Ultra Short Bond ETF | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Vista Investment Partners LLC 在 Q2 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 Q2 2025 季度，Vista Investment Partners LLC 按市值排列的前三大核心持股分別為：SPY (3.3%)、XOM (3.2%)、AAPL (2.8%)。其中最大持股部位 SPY 佔據整體投資組合約 3.3% 的權重。
在 Q2 2025 季度中，Vista Investment Partners LLC 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 19 個部位、減碼 19 個部位以及清倉 6 個部位。 其中最大新建倉標的為 AVUS。 本季清倉部位包含 PULS。
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。
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。
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。