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: 0001568303
申報總市值
US$3.5億
US$3.5億
368 檔
26.0%
在 Q2 2025 申報期間，West Family Investments, Inc.（CIK: 0001568303）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.5億，共持有 368 個公開申報部位。
West Family Investments, Inc. 於 Q2 2025 展現出進攻型調倉步調，本季推動了 3 檔股票的新建倉與 43 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 IAU, NVDA, MSFT）累計市值佔比達 26.0%，是驅動 West Family Investments, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 368 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 | IAU | Ishares Gold Trust | ETF-避險與商品 | 7.45% | -11.94% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.46% | +0.49% | +180.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | +0.13% | +48.67% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.68% | -0.02% | +46.79% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.53% | -5.84% | EXIT | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.48% | -5.96% | EXIT | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.45% | +0.02% | +47.68% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.18% | +0.11% | +52.82% | |
| 9 | MBB | Ishares Mbs ETF | ETF-其他 | 1.99% | -2.70% | EXIT | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | -0.02% | +126.46% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.73% | +0.31% | +57.22% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.36% | +0.29% | +93.30% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | +0.34% | +53.37% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.14% | +0.17% | +54.34% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.99% | -0.10% | +43.61% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.14% | +193.39% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 0.84% | -0.24% | +18.39% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.02% | +52.49% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.77% | -0.17% | +265.17% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.71% | -0.07% | +64.94% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.18% | +87.88% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.67% | -0.94% | EXIT | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.11% | +39.77% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.14% | +260.88% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.16% | +35.47% | |
| 26 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.58% | -0.08% | -0.29% | |
| 27 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.55% | +0.07% | +238.89% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | -0.12% | +9.58% | |
| 29 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.51% | -0.02% | +53.68% | |
| 30 | RSG | Republic Services Inc | 股票-工業 | 0.51% | -0.08% | +78.46% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.15% | +30.15% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | -0.08% | +40.32% | |
| 33 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.47% | -0.02% | +13.50% | |
| 34 | WM | Waste Management Inc | 股票-工業 | 0.47% | -0.11% | +12.21% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | -0.02% | +35.08% | |
| 36 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | +0.03% | +26.04% | |
| 37 | WIT | Wipro Ltd-adr | 股票-其他 | 0.42% | -0.06% | +37.35% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.41% | -0.06% | +18.65% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.41% | -0.13% | +26.69% | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.41% | +0.18% | +49.50% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.40% | -0.06% | +27.55% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.05% | +39.03% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.03% | +26.24% | |
| 44 | PM | Philip Morris International | 股票-非循環性消費 | 0.39% | -0.02% | +47.16% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.38% | +0.04% | +34.60% | |
| 46 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.38% | -0.08% | +14.79% | |
| 47 | KR | Kroger Co | 股票-非循環性消費 | 0.38% | -0.09% | +8.78% | |
| 48 | UMC | United Microelectron-sp Adr | 股票-其他 | 0.37% | +0.34% | +37.23% | |
| 49 | MCK | Mckesson CORP | 股票-醫療保健 | 0.37% | -0.09% | +36.30% | |
| 50 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.37% | -0.24% | +29.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.9% | +180.31% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.2% | +48.67% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.9% | +126.46% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.7% | +93.30% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +57.22% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.6% | +265.17% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.4% | +193.39% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +47.68% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | +52.82% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.4% | +260.88% | 加碼 |
| 11 | SAP | Sap Se-sponsored Adr | +0.3% | +238.89% | 加碼 |
| 12 | TSLA | Tesla Inc | +0.3% | +54.34% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +53.37% | 加碼 |
| 14 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 15 | MU | Micron Technology Inc | +0.2% | +200.14% | 加碼 |
| 16 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 17 | SHOP | Shopify Inc - Class A | +0.2% | +272.10% | 加碼 |
| 18 | COF | Capital One Financial CORP | +0.2% | NEW | 新建倉 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.2% | +65.47% | 加碼 |
| 20 | AZO | Autozone Inc | +0.2% | +220.88% | 加碼 |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +252.52% | 加碼 |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +120.44% | 加碼 |
| 23 | GE | General Electric | +0.1% | +95.62% | 加碼 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +87.88% | 加碼 |
| 25 | RSG | Republic Services Inc | +0.1% | +78.46% | 加碼 |
| 26 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +94.63% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +117.04% | 加碼 |
| 28 | MA | Mastercard Inc - A | +0.1% | +64.94% | 加碼 |
| 29 | ORCL | Oracle CORP | +0.1% | +26.24% | 加碼 |
| 30 | HDB | Hdfc Bank Ltd-adr | +0.1% | +53.68% | 加碼 |
| 31 | ASML | ASML Holding N.V. | +0.1% | +49.50% | 加碼 |
| 32 | APH | Amphenol Corp-cl A | +0.1% | +29.10% | 加碼 |
| 33 | WFC | Wells Fargo & Co | +0.1% | +61.85% | 加碼 |
| 34 | PM | Philip Morris International | +0.1% | +47.16% | 加碼 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +52.49% | 加碼 |
| 36 | IBM | Intl Business Machines CORP | +0.1% | +39.03% | 加碼 |
| 37 | CSCO | Cisco Systems Inc | 0% | +35.47% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | +39.77% | 加碼 |
| 39 | WMT | Walmart Inc | -0.1% | +18.39% | 加碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +43.61% | 加碼 |
| 41 | AAPL | Apple Inc | -0.2% | +46.79% | 加碼 |
| 42 | PEP | Pepsico Inc | -0.3% | -49.89% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.4% | +11.64% | 加碼 |
| 44 | CVS | Cvs Health CORP | -0.5% | +3.09% | 加碼 |
| 45 | GDXJ | Vaneck Junior Gold Miners | -0.7% | — | 不變 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | -1.1% | +11.42% | 加碼 |
| 47 | SCHP | Schwab U.s. Tips ETF | -1.2% | +8.25% | 加碼 |
| 48 | EQT | Eqt CORP | -2% | +2.79% | 加碼 |
| 49 | EXE | Expand Energy CORP | -2.1% | — | 不變 |
| 50 | LGO | Largo Inc | -3.1% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，West Family Investments, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 368 個公開持股部位。
在 Q2 2025 季度，West Family Investments, Inc. 按市值排列的前三大核心持股分別為：IAU (7.5%)、NVDA (4.5%)、MSFT (4.3%)。其中最大持股部位 IAU 佔據整體投資組合約 7.5% 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
ANET
市值: US$84.8萬
本季最大獲利了結 / 清倉標的
PEP
前期市值: US$122.9萬
在 Q2 2025 季度中，West Family Investments, Inc. 共進行了 47 項持倉異動，包含新建倉 3 個部位、加碼 43 個部位、減碼 1 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ANET。
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。