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: 0001105837
申報總市值
US$11.5億
US$11.5億
661 檔
25.4%
在 Q2 2025 的 13F 官方備案中，Webster Bank, N. A. 管理的美股投資組合規模來到 US$11.5億，整體持股檔數為 661 檔。
從 Q2 2025 申報觀察，Webster Bank, N. A. 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Webster Bank, N. A. 的前 5 大核心持股（包含 SPY, VOO, AAPL 等）合計佔整體申報市值的 25.4%，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 661 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.58% | +0.25% | -3.66% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 8.60% | +0.51% | +0.71% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.40% | +0.07% | -4.74% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.02% | +0.06% | -1.23% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.68% | -0.24% | -3.33% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | -0.06% | -4.18% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.73% | +0.12% | -0.35% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.50% | +0.33% | +0.02% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.22% | -0.07% | -17.23% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.75% | -0.38% | -0.11% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.67% | +0.06% | +7.97% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.61% | -0.01% | +2.04% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.61% | -0.05% | +2.61% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.59% | -0.12% | +273.29% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | — | -1.95% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.29% | -0.11% | +4.21% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.28% | -0.21% | -1.11% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.24% | +0.03% | -11.04% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.22% | -0.12% | -7.28% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.16% | +0.01% | -0.59% | |
| 21 | GVI | Ishares Intermediate Governm | ETF-其他 | 1.16% | -0.03% | +10.94% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.09% | -9.74% | |
| 23 | FISV | Fiserv Inc | 股票-其他 | 1.09% | -0.03% | -0.65% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.94% | -0.08% | -0.95% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.91% | -0.10% | -3.06% | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.89% | +0.20% | +0.55% | |
| 27 | FAST | Fastenal Co | 股票-工業 | 0.89% | -0.09% | +96.60% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.87% | +0.15% | -7.54% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.84% | -0.05% | +15.23% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | +0.04% | +1.06% | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 0.80% | +0.19% | +24.08% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.78% | +0.06% | +0.50% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.77% | -0.08% | -0.85% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.07% | -11.82% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.74% | +0.03% | +25.28% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | -0.07% | -0.12% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | -0.03% | -9.36% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.07% | -5.57% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.63% | -0.15% | -4.30% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.57% | -0.25% | +2.09% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.56% | — | +0.83% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | +0.18% | -10.09% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.55% | -0.21% | +6.37% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.52% | +0.25% | -2.56% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.51% | -0.16% | -2.13% | |
| 46 | NOW | Servicenow Inc | 股票-科技 | 0.49% | -0.09% | +0.44% | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-其他 | 0.48% | — | -13.58% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.17% | -1.70% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.47% | +0.06% | -4.69% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.46% | -0.01% | -7.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.1% | +273.29% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.1% | -1.23% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -3.33% | 減碼 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.71% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.3% | -9.74% | 減碼 |
| 6 | ETN | Eaton Corporation plc | +0.3% | +24.08% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +4.21% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.35% | 減碼 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.97% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -4.18% | 減碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.02% | 加碼 |
| 12 | DFAS | Dimensional US Small Cap ETF | +0.2% | +25.28% | 加碼 |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | +15.23% | 加碼 |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +0.55% | 加碼 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.61% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.1% | +0.44% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.1% | +1.56% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | -4.50% | 減碼 |
| 19 | WMT | Walmart Inc | +0.1% | -0.11% | 減碼 |
| 20 | COF | Capital One Financial CORP | +0.1% | +6.37% | 加碼 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +2.00% | 加碼 |
| 22 | GVI | Ishares Intermediate Governm | +0.1% | +10.94% | 加碼 |
| 23 | BAC | Bank Of America CORP | +0.1% | +1.06% | 加碼 |
| 24 | LRCX | Lam Research CORP | +0.1% | +3.97% | 加碼 |
| 25 | CAT | Caterpillar Inc | 0% | -2.56% | 減碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -7.54% | 減碼 |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +0.83% | 加碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.66% | 減碼 |
| 29 | FAST | Fastenal Co | — | +96.60% | 加碼 |
| 30 | MDT | Medtronic plc | -0.1% | -24.18% | 減碼 |
| 31 | PEP | Pepsico Inc | -0.1% | -7.67% | 減碼 |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.1% | -17.75% | 減碼 |
| 33 | LOW | Lowe's Cos Inc | -0.1% | -52.52% | 減碼 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -25.05% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | -1.70% | 減碼 |
| 36 | PAYX | Paychex Inc | -0.1% | -10.51% | 減碼 |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | -13.58% | 減碼 |
| 38 | VHT | Vanguard Health Care ETF | -0.1% | -7.79% | 減碼 |
| 39 | HD | Home Depot Inc | -0.1% | -9.36% | 減碼 |
| 40 | DHR | Danaher CORP | -0.1% | -3.06% | 減碼 |
| 41 | BDX | Becton Dickinson And Co | -0.1% | -66.17% | 減碼 |
| 42 | JNJ | Johnson & Johnson | -0.2% | -5.57% | 減碼 |
| 43 | ESGV | Vanguard Esg US Stock ETF | -0.2% | -48.53% | 減碼 |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -11.82% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.85% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.2% | -0.59% | 減碼 |
| 47 | JPST | Jpmorgan Ultra-short Income | -0.4% | -48.49% | 減碼 |
| 48 | FISV | Fiserv Inc | -0.4% | -0.65% | 減碼 |
| 49 | USFR | Wisdomtree Floating Rate Tre | -0.6% | -17.23% | 減碼 |
| 50 | AAPL | Apple Inc | -0.9% | -4.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Webster Bank, N. A. 在 Q2 2025 季度的美股持倉總市值約為 US$11.5億，共申報了 661 個公開持股部位。
在 Q2 2025 季度，Webster Bank, N. A. 按市值排列的前三大核心持股分別為：SPY (9.6%)、VOO (8.6%)、AAPL (4.4%)。其中最大持股部位 SPY 佔據整體投資組合約 9.6% 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。
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$8711.8萬
在 Q2 2025 季度中，Webster Bank, N. A. 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 19 個部位、減碼 31 個部位以及清倉 0 個部位。
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。