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
489 檔
9.3%
截至 Q3 2025 季度末，Westwood Holdings Group Inc 的美股持倉估值約為 US$132.7億，全數申報部位共有 489 檔。
在 Q3 2025，Westwood Holdings Group Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 94 個部位並完全清倉 22 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 ET, WMB, VEA）占據了總市值的 9.3%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 489 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 | 2.07% | +0.03% | +1.48% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 1.87% | +0.27% | +0.78% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.85% | +0.34% | +9.37% | |
| 4 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.70% | -0.04% | +18.96% | |
| 5 | LNG | Cheniere Energy Inc | 股票-能源 | 1.35% | +0.05% | -0.10% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | — | -23.34% | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 1.25% | +0.13% | -1.04% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.14% | -0.02% | +14.38% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | -0.08% | -10.53% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.08% | +0.21% | +117.18% | |
| 11 | TRGP | Targa Resources CORP | 股票-能源 | 0.99% | +0.15% | -12.99% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | -0.11% | -37.66% | |
| 13 | OKE | Oneok Inc | 股票-能源 | 0.92% | -0.01% | -9.24% | |
| 14 | SSB | Southstate Bank CORP | 股票-金融 | 0.90% | -0.21% | — | |
| 15 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.90% | -0.05% | +126.51% | |
| 16 | DTM | Dt Midstream Inc | 股票-能源 | 0.90% | +0.10% | +2.11% | |
| 17 | ENB | Enbridge Inc | 股票-能源 | 0.88% | -0.12% | +6.46% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.25% | -10.57% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.84% | -0.26% | -17.55% | |
| 20 | GD | General Dynamics CORP | 股票-工業 | 0.84% | -0.04% | -13.74% | |
| 21 | TRP | Tc Energy CORP | 股票-能源 | 0.81% | +0.01% | +3.46% | |
| 22 | VRRM | Verra Mobility CORP | 股票-其他 | 0.80% | -0.43% | +0.28% | |
| 23 | MPLX | Mplx LP | 股票-能源 | 0.80% | -0.03% | +1.49% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.10% | +3698.62% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.77% | -0.25% | +231.58% | |
| 26 | AIR | Aar CORP | 股票-工業 | 0.76% | +0.08% | -23.39% | |
| 27 | AVA | Avista CORP | 股票-公用事業 | 0.76% | -0.13% | +32.95% | |
| 28 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.76% | -0.13% | — | |
| 29 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.75% | — | -7.54% | |
| 30 | HUBB | Hubbell Inc | 股票-工業 | 0.74% | -0.09% | -17.95% | |
| 31 | CDP | Copt Defense Properties | 股票-其他 | 0.74% | +0.06% | -1.31% | |
| 32 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.73% | -0.17% | -9.78% | |
| 33 | 62C | Piper Sandler Cos | 股票-其他 | 0.70% | — | -18.02% | |
| 34 | IPAR | Interparfums Inc | 股票-其他 | 0.69% | +0.08% | +25.91% | |
| 35 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.68% | -0.13% | -9.15% | |
| 36 | BLBD | Blue Bird CORP | 股票-其他 | 0.68% | +0.06% | -25.74% | |
| 37 | SXT | Sensient Technologies CORP | 股票-原物料 | 0.67% | +0.08% | +8.28% | |
| 38 | MOG-A | Moog Inc-class A | 股票-其他 | 0.67% | -0.11% | EXIT | |
| 39 | EXP | Eagle Materials Inc | 股票-原物料 | 0.67% | -0.11% | +277.56% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.65% | -0.03% | -13.62% | |
| 41 | SM | Sm Energy Co | 股票-能源 | 0.65% | — | -2.52% | |
| 42 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.64% | -0.35% | -9.03% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.25% | -9.18% | |
| 44 | WFC | Wells Fargo & Co | 股票-金融 | 0.63% | -0.13% | -13.81% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.56% | -7.93% | |
| 46 | BCC | Boise Cascade Co | 股票-原物料 | 0.61% | — | -32.30% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.21% | +5.69% | |
| 48 | BLD | Topbuild CORP | 股票-工業 | 0.57% | — | -31.99% | |
| 49 | DE | Deere & Co | 股票-工業 | 0.57% | -0.15% | +79.10% | |
| 50 | ECG | Everus Construction Group | 股票-工業 | 0.56% | -0.13% | -23.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.8% | +3698.62% | 加碼 |
| 2 | AAPL | Apple Inc | +0.7% | +117.18% | 加碼 |
| 3 | HD | Home Depot Inc | +0.6% | +231.58% | 加碼 |
| 4 | EXP | Eagle Materials Inc | +0.5% | +277.56% | 加碼 |
| 5 | CFR | Cullen/frost Bankers Inc | +0.5% | +126.51% | 加碼 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.5% | +6332.74% | 加碼 |
| 7 | MCD | Mcdonald's CORP | +0.5% | +9096.35% | 加碼 |
| 8 | ATMU | Atmus Filtration Technologie | +0.4% | +388.63% | 加碼 |
| 9 | WMS | Advanced Drainage Systems In | +0.3% | +104.85% | 加碼 |
| 10 | HAYW | Hayward Holdings Inc | +0.3% | +79.03% | 加碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.37% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.2% | +73.24% | 加碼 |
| 13 | DE | Deere & Co | +0.2% | +79.10% | 加碼 |
| 14 | KMI | Kinder Morgan, Inc. | +0.2% | +18.96% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.53% | 減碼 |
| 16 | AVA | Avista CORP | +0.2% | +32.95% | 加碼 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +53.37% | 加碼 |
| 18 | VECO | Veeco Instruments Inc | +0.2% | -7.44% | 減碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +87.08% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +14.38% | 加碼 |
| 21 | ENB | Enbridge Inc | +0.1% | +6.46% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | +102.33% | 加碼 |
| 23 | TRP | Tc Energy CORP | +0.1% | +3.46% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -5.83% | 減碼 |
| 25 | TSLA | Tesla Inc | +0.1% | +524.04% | 加碼 |
| 26 | ALC | Alcon Inc. | +0.1% | +374.04% | 加碼 |
| 27 | MPWR | Monolithic Power Systems Inc | +0.1% | +87.68% | 加碼 |
| 28 | LHX | L3harris Technologies Inc | +0.1% | +721.27% | 加碼 |
| 29 | PWP | Perella Weinberg Partners | +0.1% | +22.73% | 加碼 |
| 30 | CDW | Cdw Corp/de | +0.1% | +332.47% | 加碼 |
| 31 | JNJ | Johnson & Johnson | +0.1% | -10.57% | 減碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.61% | 加碼 |
| 33 | NOC | Northrop Grumman CORP | +0.1% | +2197.54% | 加碼 |
| 34 | KTOS | Kratos Defense & Security | +0.1% | -32.67% | 減碼 |
| 35 | MCY | Mercury General CORP | +0.1% | -5.88% | 減碼 |
| 36 | TKR | Timken Co | +0.1% | +27.07% | 加碼 |
| 37 | POOL | Pool CORP | +0.1% | +339.80% | 加碼 |
| 38 | MOD | Modine Manufacturing Co | +0.1% | -11.98% | 減碼 |
| 39 | AM | Antero Midstream CORP | 0% | +13.11% | 加碼 |
| 40 | IWD | Ishares Russell 1000 Value E | 0% | +34.60% | 加碼 |
| 41 | MOG-A | Moog Inc-class A | 0% | -6.67% | 減碼 |
| 42 | DTM | Dt Midstream Inc | 0% | +2.11% | 加碼 |
| 43 | NVDA | Nvidia CORP | 0% | -6.70% | 減碼 |
| 44 | REXR | Rexford Industrial Realty In | 0% | +6.88% | 加碼 |
| 45 | B | Barrick Mining CORP | 0% | -25.01% | 減碼 |
| 46 | ORLY | O'reilly Automotive Inc | 0% | -11.22% | 減碼 |
| 47 | BJ | Bj's Wholesale Club Holdings | 0% | +39.12% | 加碼 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | -7.56% | 減碼 |
| 49 | IBM | Intl Business Machines CORP | 0% | +22.49% | 加碼 |
| 50 | HWKN | Hawkins Inc | 0% | -17.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Westwood Holdings Group Inc 在 Q3 2025 季度的美股持倉總市值約為 US$132.7億，共申報了 489 個公開持股部位。
在 Q3 2025 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分別為：ET (2.1%)、WMB (1.9%)、VEA (1.9%)。其中最大持股部位 ET 佔據整體投資組合約 2.1% 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
SSB
市值: US$1.3億
本季最大獲利了結 / 清倉標的
GMS1EUR
前期市值: US$7178.4萬
在 Q3 2025 季度中，Westwood Holdings Group Inc 共進行了 198 項持倉異動，包含新建倉 29 個部位、加碼 53 個部位、減碼 94 個部位以及清倉 22 個部位。 其中最大新建倉標的為 SSB。 本季清倉部位包含 GMS1EUR。
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。