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
377 檔
29.9%
根據最新整理的 13F 季度數據集，West Family Investments, Inc. 於 Q3 2025 結束時的管理資產規模為 US$3.5億。該機構在本季度申報了 377 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，West Family Investments, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 30 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。
整體而言，West Family Investments, Inc. 的前 5 大持股（包含 IAU, NVDA, AAPL）貢獻了組合市值的 29.9%，形成該機構在 Q3 2025 季度的基本面基石。
本季最大新建倉標的
HOOD
市值: US$46.3萬
本季最大獲利了結 / 清倉標的
CNI
前期市值: US$32.3萬
僅顯示前 200 大持股（共 377 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 | 7.49% | -11.94% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | +0.49% | +3.03% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.00% | -0.02% | +1.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | +0.13% | +2.45% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.10% | -5.84% | EXIT | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 3.08% | -5.96% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.63% | +0.11% | +1.50% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | +0.02% | +2.57% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.89% | +0.31% | +2.71% | |
| 10 | MBB | Ishares Mbs ETF | ETF-其他 | 1.73% | -2.70% | EXIT | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.02% | +2.33% | |
| 12 | LGO | Largo Inc | 股票-其他 | 1.47% | -0.72% | -21.55% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | +0.29% | +4.70% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.41% | +0.17% | +3.00% | |
| 15 | EQT | Eqt CORP | 股票-能源 | 1.30% | -2.29% | +0.11% | |
| 16 | EXE | Expand Energy CORP | 股票-能源 | 1.19% | -1.75% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | +0.34% | +0.91% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | -0.10% | +0.09% | |
| 19 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 0.77% | -1.45% | — | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | +0.14% | +0.59% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.75% | -0.24% | -1.13% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.02% | +0.64% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.18% | +2.53% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.07% | +0.90% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.62% | -0.94% | EXIT | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.62% | -0.12% | +14.45% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.58% | -0.17% | -2.32% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.11% | +1.41% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | -0.08% | +0.90% | |
| 30 | CRSP | CRISPR Therapeutics AG | 股票-醫療保健 | 0.52% | -0.59% | — | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.16% | +1.25% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.14% | +2.17% | |
| 33 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.47% | -0.08% | +0.43% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.03% | +7.71% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.15% | +2.64% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.18% | +1.08% | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.42% | -0.18% | +1.33% | |
| 38 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.42% | -0.53% | — | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | -0.17% | +4.38% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.40% | +0.03% | +2.06% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | -0.02% | +6.75% | |
| 42 | WM | Waste Management Inc | 股票-工業 | 0.40% | -0.11% | +1.34% | |
| 43 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.39% | -0.02% | +101.69% | |
| 44 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.39% | +0.07% | -5.47% | |
| 45 | APH | Amphenol Corp-cl A | 股票-科技 | 0.39% | +0.11% | +1.11% | |
| 46 | RSG | Republic Services Inc | 股票-工業 | 0.39% | -0.08% | -5.47% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.37% | -0.06% | +1.21% | |
| 48 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.37% | -0.02% | +1.43% | |
| 49 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 0.37% | +0.07% | +0.91% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.36% | +0.04% | +10.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EQT | Eqt CORP | +1.2% | +0.11% | 加碼 |
| 2 | LGO | Largo Inc | +1.2% | -21.55% | 減碼 |
| 3 | EXE | Expand Energy CORP | +1.2% | — | 不變 |
| 4 | GDXJ | Vaneck Junior Gold Miners | +0.8% | — | 不變 |
| 5 | CRSP | CRISPR Therapeutics AG | +0.5% | — | 不變 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.50% | 加碼 |
| 7 | CVS | Cvs Health CORP | +0.4% | — | 不變 |
| 8 | AAPL | Apple Inc | +0.3% | +1.67% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.3% | +3.00% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | +3.03% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.71% | 加碼 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +1.33% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.1% | +102.19% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.1% | +4.70% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +14.45% | 加碼 |
| 16 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | 新建倉 |
| 17 | ELV | Elevance Health Inc | +0.1% | NEW | 新建倉 |
| 18 | ORCL | Oracle CORP | +0.1% | +7.71% | 加碼 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.38% | 加碼 |
| 20 | NKE | Nike Inc -cl B | +0.1% | NEW | 新建倉 |
| 21 | TEL | TE Connectivity plc | +0.1% | NEW | 新建倉 |
| 22 | ANET | Arista Networks Inc | +0.1% | +0.92% | 加碼 |
| 23 | APP | Applovin Corp-class A | +0.1% | -8.39% | 減碼 |
| 24 | IAU | Ishares Gold Trust | 0% | -0.00% | 減碼 |
| 25 | ABBV | Abbvie Inc | 0% | +0.90% | 加碼 |
| 26 | APH | Amphenol Corp-cl A | 0% | +1.11% | 加碼 |
| 27 | CAT | Caterpillar Inc | 0% | +9.39% | 加碼 |
| 28 | ORLY | O'reilly Automotive Inc | 0% | +10.47% | 加碼 |
| 29 | SHOP | Shopify Inc - Class A | 0% | -1.60% | 減碼 |
| 30 | ASML | ASML Holding N.V. | 0% | +1.08% | 加碼 |
| 31 | CVX | Chevron CORP | 0% | +10.36% | 加碼 |
| 32 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +0.91% | 加碼 |
| 33 | MKL | Markel Group Inc | -0.1% | EXIT | 清倉 |
| 34 | HRL | Hormel Foods CORP | -0.1% | EXIT | 清倉 |
| 35 | JPM | Jpmorgan Chase & Co | -0.1% | +0.91% | 加碼 |
| 36 | CNC | Centene CORP | -0.1% | EXIT | 清倉 |
| 37 | TW | Tradeweb Markets Inc-class A | -0.1% | EXIT | 清倉 |
| 38 | ACGL | Arch Capital Group Ltd. | -0.1% | EXIT | 清倉 |
| 39 | CNI | Canadian Natl Railway Co | -0.1% | EXIT | 清倉 |
| 40 | GDDY | Godaddy Inc - Class A | -0.1% | EXIT | 清倉 |
| 41 | KDP | Keurig Dr Pepper Inc | -0.1% | EXIT | 清倉 |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +1.64% | 加碼 |
| 43 | LRCX | Lam Research CORP | -0.1% | -57.84% | 減碼 |
| 44 | MS | Morgan Stanley | -0.1% | +22.03% | 加碼 |
| 45 | SAP | Sap Se-sponsored Adr | -0.2% | -5.47% | 減碼 |
| 46 | NFLX | Netflix Inc | -0.2% | -2.32% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.3% | +2.57% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.4% | +2.45% | 加碼 |
| 49 | SCHP | Schwab U.s. Tips ETF | -0.4% | +1.31% | 加碼 |
| 50 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，West Family Investments, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$3.5億，共申報了 377 個公開持股部位。
在 Q3 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 (4.7%)、AAPL (4.0%)。其中最大持股部位 IAU 佔據整體投資組合約 7.5% 的權重。
在 Q3 2025 季度中，West Family Investments, Inc. 共進行了 45 項持倉異動，包含新建倉 4 個部位、加碼 26 個部位、減碼 7 個部位以及清倉 8 個部位。 其中最大新建倉標的為 HOOD。 本季清倉部位包含 CNI。
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。