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: 0001165002
申報總市值
US$132.7億
US$132.7億
463 檔
9.2%
Westwood Holdings Group Inc 在 Q1 2025 季度的美股部位總計估值為 US$132.7億，分散於 463 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2025 的資金脈絡，Westwood Holdings Group Inc 在獲利結算 58 檔個股的同時，將資本重新部署至 72 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Westwood Holdings Group Inc 的前 5 大核心持股（包含 ET, WMB, OKE 等）合計佔整體申報市值的 9.2%，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 463 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 | ET | Energy Transfer LP | 股票-能源 | 2.36% | +0.03% | +2.79% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 1.84% | +0.27% | -3.23% | |
| 3 | OKE | Oneok Inc | 股票-能源 | 1.78% | -0.01% | +33.34% | |
| 4 | TRGP | Targa Resources CORP | 股票-能源 | 1.66% | +0.15% | +6.06% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | — | +9.13% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 1.48% | +0.13% | -1.29% | |
| 7 | LNG | Cheniere Energy Inc | 股票-能源 | 1.43% | +0.05% | +2.81% | |
| 8 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.39% | -0.04% | +14.07% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.37% | -0.11% | -16.12% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.21% | +0.34% | +6.80% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.19% | -0.26% | -15.19% | |
| 12 | BCC | Boise Cascade Co | 股票-原物料 | 1.11% | — | +25.72% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.11% | — | NEW | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.08% | -0.25% | +65.39% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.06% | +0.01% | -1.39% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.97% | -0.22% | +48.20% | |
| 17 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.93% | -0.35% | -13.62% | |
| 18 | MPLX | Mplx LP | 股票-能源 | 0.88% | -0.03% | -4.66% | |
| 19 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 0.88% | -0.03% | EXIT | |
| 20 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.86% | -0.17% | -9.62% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | -0.08% | +34.69% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | +0.03% | -2.06% | |
| 23 | VRRM | Verra Mobility CORP | 股票-其他 | 0.83% | -0.43% | +9.25% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | +0.05% | -19.99% | |
| 25 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.79% | — | -3.05% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.79% | -0.25% | -3.97% | |
| 27 | DTM | Dt Midstream Inc | 股票-能源 | 0.77% | +0.10% | -2.55% | |
| 28 | CDP | Copt Defense Properties | 股票-其他 | 0.75% | +0.06% | +25.71% | |
| 29 | HUBB | Hubbell Inc | 股票-工業 | 0.74% | -0.09% | +13.38% | |
| 30 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.74% | — | +14.04% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.56% | +5.07% | |
| 32 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.74% | +0.01% | +20.90% | |
| 33 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.73% | +0.01% | +8.22% | |
| 34 | SM | Sm Energy Co | 股票-能源 | 0.73% | — | +51.41% | |
| 35 | TRP | Tc Energy CORP | 股票-能源 | 0.72% | +0.01% | +3.77% | |
| 36 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.71% | -0.01% | +279.01% | |
| 37 | CACI | Caci International Inc -cl A | 股票-科技 | 0.71% | -0.21% | +9.88% | |
| 38 | SSBUSD | Southstate Bank CORP | 股票-其他 | 0.69% | — | +36.19% | |
| 39 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.69% | -0.13% | +36.08% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.12% | -24.94% | |
| 41 | NOG | Northern Oil And Gas Inc | 股票-能源 | 0.68% | -0.26% | EXIT | |
| 42 | AIR | Aar CORP | 股票-工業 | 0.67% | +0.08% | +10.28% | |
| 43 | 62C | Piper Sandler Cos | 股票-其他 | 0.67% | — | +34.96% | |
| 44 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.67% | -0.17% | -14.71% | |
| 45 | MOG-A | Moog Inc-class A | 股票-其他 | 0.66% | -0.11% | EXIT | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | -0.02% | +30.29% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.64% | -0.13% | -34.51% | |
| 48 | BLD | Topbuild CORP | 股票-工業 | 0.63% | — | +5.72% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.63% | -0.24% | +6.62% | |
| 50 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.62% | -0.24% | -15.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +2% | +2.79% | 加碼 |
| 2 | OKE | Oneok Inc | +1.7% | +33.34% | 加碼 |
| 3 | TRGP | Targa Resources CORP | +1.7% | +6.06% | 加碼 |
| 4 | EPD | Enterprise Products Partners | +1.5% | -1.29% | 加碼 |
| 5 | LNG | Cheniere Energy Inc | +1.4% | +2.81% | 加碼 |
| 6 | MPLX | Mplx LP | +0.9% | -4.66% | 加碼 |
| 7 | ABT | Abbott Laboratories | +0.9% | -15.19% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.8% | -16.12% | 加碼 |
| 9 | WEC | Wec Energy Group Inc | +0.8% | -9.62% | 加碼 |
| 10 | WFC | Wells Fargo & Co | +0.6% | -34.51% | 加碼 |
| 11 | HUBB | Hubbell Inc | +0.6% | +13.38% | 加碼 |
| 12 | ORLY | O'reilly Automotive Inc | +0.6% | -14.71% | 加碼 |
| 13 | CRM | Salesforce Inc | +0.6% | +8.35% | 加碼 |
| 14 | AJG | Arthur J Gallagher & Co | +0.6% | -15.79% | 加碼 |
| 15 | SSBUSD | Southstate Bank CORP | +0.6% | +36.19% | 加碼 |
| 16 | ACN | Accenture plc | +0.5% | -3.30% | 加碼 |
| 17 | PCH | Potlatchdeltic CORP | +0.5% | -3.05% | 加碼 |
| 18 | CHD | Church & Dwight Co Inc | +0.5% | +20.90% | 加碼 |
| 19 | CACI | Caci International Inc -cl A | +0.5% | +9.88% | 加碼 |
| 20 | ENB | Enbridge Inc | +0.4% | -0.45% | 加碼 |
| 21 | ASO | Academy Sports & Outdoors In | +0.3% | +36.08% | 加碼 |
| 22 | NVDA | Nvidia CORP | +0.3% | +36.11% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | +0.3% | +5.07% | 加碼 |
| 24 | PLYM | Plymouth Industrial Reit Inc | +0.3% | +24.49% | 加碼 |
| 25 | ALG | Alamo Group Inc | +0.3% | +22.89% | 加碼 |
| 26 | PAA | Plains All Amer Pipeline LP | +0.3% | -6.81% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | +0.2% | -3.86% | 加碼 |
| 28 | GD | General Dynamics CORP | +0.2% | -26.19% | 加碼 |
| 29 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +30.14% | 加碼 |
| 30 | UE | Urban Edge Properties | +0.2% | +35.40% | 加碼 |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.80% | 加碼 |
| 32 | TMUS | T-mobile US Inc | +0.2% | -13.62% | 減碼 |
| 33 | CVX | Chevron CORP | +0.1% | -3.97% | 減碼 |
| 34 | MOG-A | Moog Inc-class A | +0.1% | +36.64% | 減碼 |
| 35 | 62C | Piper Sandler Cos | +0.1% | +34.96% | 減碼 |
| 36 | JNJ | Johnson & Johnson | +0.1% | +65.39% | 加碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +48.20% | 減碼 |
| 38 | MSFT | Microsoft CORP | 0% | +9.13% | 減碼 |
| 39 | BKR | Baker Hughes Co | -0.3% | +15.60% | 減碼 |
| 40 | BOKF | Bok Financial Corporation | -0.3% | — | 減碼 |
| 41 | HTH | Hilltop Holdings Inc | -0.3% | +0.09% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.3% | -22.63% | 減碼 |
| 43 | IEMG | Ishares Core Msci Emerging | -0.4% | -1.06% | 減碼 |
| 44 | SAH | Sonic Automotive Inc-class A | -0.4% | +26.18% | 減碼 |
| 45 | IWD | Ishares Russell 1000 Value E | -0.5% | +3.03% | 減碼 |
| 46 | VIAV | Viavi Solutions Inc | -0.5% | -15.68% | 減碼 |
| 47 | DTE | Dte Energy Company | -0.5% | -4.39% | 減碼 |
| 48 | WMT | Walmart Inc | -0.5% | -12.89% | 加碼 |
| 49 | VUG | Vanguard Growth ETF | -0.5% | -6.25% | 減碼 |
| 50 | AVNT | Avient CORP | -0.5% | +18.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Westwood Holdings Group Inc 在 Q1 2025 季度的美股持倉總市值約為 US$132.7億，共申報了 463 個公開持股部位。
在 Q1 2025 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分別為：ET (2.4%)、WMB (1.8%)、OKE (1.8%)。其中最大持股部位 ET 佔據整體投資組合約 2.4% 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
WMB
市值: US$2.4億
本季最大獲利了結 / 清倉標的
SCHW
前期市值: US$1.4億
在 Q1 2025 季度中，Westwood Holdings Group Inc 共進行了 200 項持倉異動，包含新建倉 72 個部位、加碼 35 個部位、減碼 35 個部位以及清倉 58 個部位。 其中最大新建倉標的為 WMB。 本季清倉部位包含 SCHW。
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。