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: 0001263548
申報總市值
US$53.5億
US$53.5億
1442 檔
19.4%
截至 Q2 2025 季度末，Whittier Trust Co Of Nevada Inc 的美股持倉估值約為 US$53.5億，全數申報部位共有 1442 檔。
觀察 Q2 2025 的申報異動，Whittier Trust Co Of Nevada Inc 採取了強勁的買進策略，建倉與加碼動作（合計 134 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。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 19.4%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1442 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 | MSFT | Microsoft CORP | 股票-科技 | 7.14% | -0.42% | +0.90% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.08% | +0.37% | -3.47% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.64% | +0.06% | +2.48% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.35% | +0.02% | -0.39% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.28% | +0.17% | +10.24% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.71% | +0.45% | +1.42% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.18% | +0.14% | -2.85% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | +0.08% | +0.13% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.95% | -0.24% | +2.40% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.66% | +0.06% | +1.63% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.58% | -0.04% | +3.31% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.41% | +0.04% | +1.55% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.37% | +0.09% | +0.35% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.04% | +1.26% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.23% | -0.01% | -1.06% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.21% | — | -0.42% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.19% | +0.76% | |
| 18 | NOW | Servicenow Inc | 股票-科技 | 0.95% | -0.02% | +3.01% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.95% | -0.01% | +2.92% | |
| 20 | ETN | Eaton Corporation plc | 股票-工業 | 0.91% | — | +2.19% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | -0.02% | +0.49% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.81% | +0.02% | -0.02% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.19% | +14.54% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 0.79% | -0.06% | +1.97% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.05% | -0.51% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.21% | +1.12% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.74% | +0.07% | +2.12% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.70% | -0.12% | -3.22% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.68% | +0.11% | -0.32% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.67% | -0.12% | +1.19% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.66% | -0.07% | +1.64% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.66% | -0.02% | — | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.65% | -0.60% | EXIT | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.61% | +0.10% | -3.92% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | -0.06% | +0.87% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.58% | +0.07% | +1.85% | |
| 37 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.58% | — | +3.93% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.02% | -0.93% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.56% | +0.02% | +30.53% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | -0.40% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.55% | — | +4.29% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.03% | -8.60% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.02% | +0.98% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | -0.02% | +2.40% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | -0.01% | -4.36% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.46% | — | +2.75% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.13% | +41.66% | |
| 48 | NSC | Norfolk Southern CORP | 股票-工業 | 0.45% | -0.15% | +2.66% | |
| 49 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.44% | +0.10% | +4196.94% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.44% | -0.07% | -1.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +0.90% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.2% | +2.48% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.40% | 加碼 |
| 4 | NET | Cloudflare Inc - Class A | +0.4% | +4196.94% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +10.24% | 加碼 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +220.64% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +3.31% | 加碼 |
| 8 | TSLA | Tesla Inc | +0.3% | +113.40% | 加碼 |
| 9 | NOW | Servicenow Inc | +0.2% | +3.01% | 加碼 |
| 10 | ETN | Eaton Corporation plc | +0.2% | +2.19% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +41.66% | 加碼 |
| 12 | MCK | Mckesson CORP | +0.1% | +73.30% | 加碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +30.53% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.13% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +2.12% | 加碼 |
| 16 | ORCL | Oracle CORP | +0.1% | +0.16% | 加碼 |
| 17 | CEG | Constellation Energy | +0.1% | +4.78% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +1.42% | 加碼 |
| 19 | CW | Curtiss-wright CORP | +0.1% | +3.41% | 加碼 |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +3.00% | 加碼 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +1.36% | 加碼 |
| 22 | AXON | Axon Enterprise Inc | +0.1% | +3.28% | 加碼 |
| 23 | ✓ | On Holding AG | +0.1% | +430.57% | 加碼 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +0.98% | 加碼 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | +3.49% | 加碼 |
| 26 | URI | United Rentals Inc | +0.1% | +3.73% | 加碼 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.34% | 加碼 |
| 28 | PM | Philip Morris International | 0% | +1.97% | 加碼 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.51% | 減碼 |
| 30 | BOOT | Boot Barn Holdings Inc | 0% | +3.33% | 加碼 |
| 31 | MUSA | Murphy USA Inc | 0% | +5480.49% | 加碼 |
| 32 | CMG | Chipotle Mexican Grill Inc | 0% | +3.93% | 加碼 |
| 33 | RBC | RBC Bearings Inc | 0% | +3.34% | 加碼 |
| 34 | GE | General Electric | 0% | +0.40% | 加碼 |
| 35 | GEV | GE Vernova Inc | 0% | +0.01% | 加碼 |
| 36 | DG | Dollar General CORP | 0% | +2.94% | 加碼 |
| 37 | DDOG | Datadog Inc - Class A | 0% | +3.32% | 加碼 |
| 38 | TLN | Talen Energy CORP | 0% | +2.81% | 加碼 |
| 39 | MELI | Mercadolibre Inc | 0% | +52.47% | 加碼 |
| 40 | WING | Wingstop Inc | 0% | +2.99% | 加碼 |
| 41 | IEFA | Ishares Core Msci Eafe ETF | 0% | +2.92% | 加碼 |
| 42 | GWRE | Guidewire Software Inc | 0% | +3.37% | 加碼 |
| 43 | AXP | American Express Co | 0% | -1.16% | 減碼 |
| 44 | COF | Capital One Financial CORP | 0% | +4.91% | 加碼 |
| 45 | SII | Sprott Inc | 0% | — | 不變 |
| 46 | XLE | Ss Energy Select Sector | 0% | +428.65% | 加碼 |
| 47 | P | Everpure Inc-a | 0% | +3.39% | 加碼 |
| 48 | SPOT | Spotify Technology S.A. | 0% | +43.75% | 加碼 |
| 49 | JEPI | Jpmorgan Equity Premium Inco | 0% | +1000.13% | 加碼 |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +0.35% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Whittier Trust Co Of Nevada Inc 在 Q2 2025 季度的美股持倉總市值約為 US$53.5億，共申報了 1442 個公開持股部位。
在 Q2 2025 季度，Whittier Trust Co Of Nevada Inc 按市值排列的前三大核心持股分別為：MSFT (7.1%)、AAPL (5.1%)、NVDA (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.1% 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
SRAD
市值: US$59.4萬
本季最大獲利了結 / 清倉標的
TCOM
前期市值: US$61.0萬
在 Q2 2025 季度中，Whittier Trust Co Of Nevada Inc 共進行了 196 項持倉異動，包含新建倉 1 個部位、加碼 133 個部位、減碼 61 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SRAD。 本季清倉部位包含 TCOM。
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。