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
479 檔
9.2%
在 Q2 2025 的 13F 官方備案中，Westwood Holdings Group Inc 管理的美股投資組合規模來到 US$132.7億，整體持股檔數為 479 檔。
觀察 Q2 2025 的資金脈絡，Westwood Holdings Group Inc 在獲利結算 31 檔個股的同時，將資本重新部署至 35 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, VEA 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 479 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 | 2.18% | +0.03% | -0.64% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 1.86% | +0.27% | +1.03% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.62% | +0.34% | +25.13% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | — | -20.49% | |
| 5 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.49% | -0.04% | +9.57% | |
| 6 | LNG | Cheniere Energy Inc | 股票-能源 | 1.41% | +0.05% | -1.27% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | -0.11% | -8.67% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 1.26% | +0.13% | -1.94% | |
| 9 | TRGP | Targa Resources CORP | 股票-能源 | 1.20% | +0.15% | -12.81% | |
| 10 | OKE | Oneok Inc | 股票-能源 | 1.14% | -0.01% | -18.64% | |
| 11 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.05% | -0.26% | -9.73% | |
| 12 | BCC | Boise Cascade Co | 股票-原物料 | 1.03% | — | +9.72% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.00% | -0.02% | +176.77% | |
| 14 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.99% | +0.05% | -0.75% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 0.95% | +0.01% | -2.93% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | -0.08% | -2.09% | |
| 17 | HUBB | Hubbell Inc | 股票-工業 | 0.87% | -0.09% | -0.98% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.86% | -0.02% | +9.46% | |
| 19 | DTM | Dt Midstream Inc | 股票-能源 | 0.86% | +0.10% | +2.86% | |
| 20 | TXN | Texas Instruments Inc | 股票-科技 | 0.86% | -0.03% | +327.24% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.84% | +0.03% | -9.55% | |
| 22 | GD | General Dynamics CORP | 股票-工業 | 0.84% | -0.04% | +41.39% | |
| 23 | VRRM | Verra Mobility CORP | 股票-其他 | 0.83% | -0.43% | -6.82% | |
| 24 | MPLX | Mplx LP | 股票-能源 | 0.82% | -0.03% | +1.52% | |
| 25 | RMBS | Rambus Inc | 股票-科技 | 0.80% | +0.03% | +40.97% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.25% | -15.52% | |
| 27 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.77% | — | +19.79% | |
| 28 | AIR | Aar CORP | 股票-工業 | 0.77% | +0.08% | -2.13% | |
| 29 | ENB | Enbridge Inc | 股票-能源 | 0.75% | -0.12% | +83.06% | |
| 30 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.74% | -0.17% | -5.98% | |
| 31 | IPAR | Interparfums Inc | 股票-其他 | 0.73% | +0.08% | +66.84% | |
| 32 | CDP | Copt Defense Properties | 股票-其他 | 0.72% | +0.06% | -0.15% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.71% | -0.22% | +13.45% | |
| 34 | TRP | Tc Energy CORP | 股票-能源 | 0.71% | +0.01% | -0.09% | |
| 35 | BLD | Topbuild CORP | 股票-工業 | 0.70% | — | +10.16% | |
| 36 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.70% | -0.35% | -11.51% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.13% | +2.51% | |
| 38 | BLBD | Blue Bird CORP | 股票-其他 | 0.69% | +0.06% | -6.97% | |
| 39 | 62C | Piper Sandler Cos | 股票-其他 | 0.69% | — | -3.74% | |
| 40 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.68% | -0.13% | +5.88% | |
| 41 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.68% | -0.01% | -31.71% | |
| 42 | SM | Sm Energy Co | 股票-能源 | 0.66% | — | +16.34% | |
| 43 | SXT | Sensient Technologies CORP | 股票-原物料 | 0.66% | +0.08% | — | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | -0.12% | -1.71% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | -0.56% | +0.49% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.25% | +0.03% | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.64% | -0.01% | +8.29% | |
| 48 | MOG-A | Moog Inc-class A | 股票-其他 | 0.63% | -0.11% | EXIT | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.60% | -0.21% | +14.23% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.09% | -6.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments Inc | +0.7% | +327.24% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.7% | +176.77% | 加碼 |
| 3 | FBNC | First Bancorp/nc | +0.6% | +11353.23% | 加碼 |
| 4 | FCPT | Four Corners Property Trust | +0.5% | +12829.41% | 加碼 |
| 5 | GPOR | Gulfport Energy CORP | +0.4% | +16461.37% | 加碼 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +25.13% | 加碼 |
| 7 | VECO | Veeco Instruments Inc | +0.4% | +16700.80% | 加碼 |
| 8 | IPAR | Interparfums Inc | +0.3% | +66.84% | 加碼 |
| 9 | ENB | Enbridge Inc | +0.3% | +83.06% | 加碼 |
| 10 | RMBS | Rambus Inc | +0.3% | +40.97% | 加碼 |
| 11 | YETI | Yeti Holdings Inc | +0.3% | +110.21% | 加碼 |
| 12 | 8TG | Thermon Group Holdings Inc | +0.3% | +15981.50% | 加碼 |
| 13 | GD | General Dynamics CORP | +0.3% | +41.39% | 加碼 |
| 14 | INR | Infinity Natural Resour-cl A | +0.3% | +11720.66% | 加碼 |
| 15 | MCK | Mckesson CORP | +0.3% | +778.72% | 加碼 |
| 16 | DE | Deere & Co | +0.3% | +215.72% | 加碼 |
| 17 | HESM | Hess Midstream LP - Class A | +0.2% | +92.42% | 加碼 |
| 18 | AMT | American Tower CORP | +0.2% | +829.03% | 加碼 |
| 19 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +108.49% | 加碼 |
| 20 | ADBE | Adobe Inc | +0.2% | +1166.78% | 加碼 |
| 21 | DIS | Walt Disney Co/the | +0.2% | +9.46% | 加碼 |
| 22 | GS | Goldman Sachs Group Inc | +0.2% | -0.75% | 減碼 |
| 23 | MRVL | Marvell Technology Inc | +0.2% | +17.94% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +185.19% | 加碼 |
| 25 | TXRH | Texas Roadhouse Inc | +0.2% | +4711.69% | 加碼 |
| 26 | AHR | American Healthcare Reit Inc | +0.2% | +3949.28% | 加碼 |
| 27 | AVA | Avista CORP | +0.1% | +52.71% | 加碼 |
| 28 | HUBB | Hubbell Inc | +0.1% | -0.98% | 減碼 |
| 29 | BL | Blackline Inc | +0.1% | +10.82% | 加碼 |
| 30 | NVDA | Nvidia CORP | +0.1% | -2.80% | 減碼 |
| 31 | KMI | Kinder Morgan, Inc. | +0.1% | +9.57% | 加碼 |
| 32 | BLBD | Blue Bird CORP | +0.1% | -6.97% | 減碼 |
| 33 | AIR | Aar CORP | +0.1% | -2.13% | 減碼 |
| 34 | DTM | Dt Midstream Inc | +0.1% | +2.86% | 加碼 |
| 35 | ICE | Intercontinental Exchange In | +0.1% | +13.45% | 加碼 |
| 36 | AAPL | Apple Inc | +0.1% | +42.97% | 加碼 |
| 37 | SEI | Solaris Energy Infrastructur | +0.1% | +11.76% | 加碼 |
| 38 | CL | Colgate-palmolive Co | +0.1% | +3198.07% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +23.07% | 加碼 |
| 40 | BLD | Topbuild CORP | +0.1% | +10.16% | 加碼 |
| 41 | PM | Philip Morris International | +0.1% | +295.84% | 加碼 |
| 42 | PR | Permian Resources Corp-cl A | +0.1% | +72.49% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.09% | 減碼 |
| 44 | WFC | Wells Fargo & Co | +0.1% | +2.51% | 加碼 |
| 45 | MCY | Mercury General CORP | +0.1% | +14.03% | 加碼 |
| 46 | WMS | Advanced Drainage Systems In | +0.1% | +38.61% | 加碼 |
| 47 | EXP | Eagle Materials Inc | +0.1% | +85.94% | 加碼 |
| 48 | PEGA | Pegasystems Inc | +0.1% | +115.97% | 加碼 |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -8.66% | 減碼 |
| 50 | MU | Micron Technology Inc | +0.1% | +69.08% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Westwood Holdings Group Inc 在 Q2 2025 季度的美股持倉總市值約為 US$132.7億，共申報了 479 個公開持股部位。
在 Q2 2025 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分別為：ET (2.2%)、WMB (1.9%)、VEA (1.6%)。其中最大持股部位 ET 佔據整體投資組合約 2.2% 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
SXT
市值: US$9128.0萬
本季最大獲利了結 / 清倉標的
CSTM
前期市值: US$6577.3萬
在 Q2 2025 季度中，Westwood Holdings Group Inc 共進行了 200 項持倉異動，包含新建倉 35 個部位、加碼 69 個部位、減碼 65 個部位以及清倉 31 個部位。 其中最大新建倉標的為 SXT。 本季清倉部位包含 CSTM。
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。