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
1275 檔
22.1%
在 Q3 2025 的 13F 官方備案中，Whittier Trust Co Of Nevada Inc 管理的美股投資組合規模來到 US$53.5億，整體持股檔數為 1275 檔。
觀察 Q3 2025 的資金脈絡，Whittier Trust Co Of Nevada Inc 在獲利結算 28 檔個股的同時，將資本重新部署至 4 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，Whittier Trust Co Of Nevada Inc 的前 5 大核心持股（包含 MSFT, AAPL, NVDA 等）合計佔整體申報市值的 22.1%，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 1275 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 | 6.85% | -0.42% | -1.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.06% | +0.37% | +0.94% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.27% | +0.06% | +1.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.62% | +0.45% | +2.40% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.36% | +0.02% | -1.48% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.17% | +0.17% | +2.77% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | -0.24% | +3.45% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.23% | +0.14% | +0.87% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | +0.08% | +1.54% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.62% | +0.04% | +15.34% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.57% | +0.09% | +9.67% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | +0.06% | +1.66% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.50% | -0.04% | +4.80% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | — | +9.45% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.32% | -0.01% | +2.74% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.04% | +2.50% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.19% | -5.14% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.99% | -0.01% | +4.18% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.11% | +0.32% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.87% | -0.02% | -0.30% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | +0.19% | +5.62% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.83% | +0.02% | — | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 0.82% | -0.02% | +4.21% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.05% | -0.36% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.79% | +0.07% | +1.94% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.77% | +0.07% | +28.36% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | -0.12% | -1.96% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 0.74% | -0.07% | +4.39% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | -0.12% | +0.84% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.66% | +0.10% | +0.56% | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | -0.21% | +1.73% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.64% | -0.47% | +33.30% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.64% | -0.02% | — | |
| 34 | PM | Philip Morris International | 股票-非循環性消費 | 0.64% | -0.06% | +2.13% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.61% | +0.03% | +9.34% | |
| 36 | DHR | Danaher CORP | 股票-醫療保健 | 0.59% | +0.06% | +101.75% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.02% | +0.13% | |
| 38 | HON | Honeywell International Inc | 股票-工業 | 0.56% | -0.60% | EXIT | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.55% | — | +0.54% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.06% | +0.58% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.53% | +0.11% | +4.05% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.01% | -3.10% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | +0.05% | +1.82% | |
| 44 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | -0.02% | +0.92% | |
| 45 | NSC | Norfolk Southern CORP | 股票-工業 | 0.51% | -0.15% | +2.77% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.50% | — | +3.34% | |
| 47 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.48% | +0.10% | +4.33% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.47% | +0.02% | +8.78% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.46% | -0.13% | +1.28% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | -0.03% | +0.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +1.63% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1% | +3.45% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1% | +2.40% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.9% | -1.86% | 減碼 |
| 5 | NET | Cloudflare Inc - Class A | +0.5% | +4.33% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.4% | +9.34% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.3% | +2.77% | 加碼 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +4.48% | 加碼 |
| 9 | DHR | Danaher CORP | +0.3% | +101.75% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.32% | 減碼 |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +9.67% | 加碼 |
| 12 | ORCL | Oracle CORP | +0.2% | -0.39% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +4.80% | 加碼 |
| 14 | GS | Goldman Sachs Group Inc | +0.2% | +1.94% | 加碼 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.2% | +28.36% | 加碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +1.54% | 加碼 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +15.34% | 加碼 |
| 18 | URI | United Rentals Inc | +0.2% | +4.05% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | +1.28% | 加碼 |
| 20 | EQT | Eqt CORP | +0.1% | +75.30% | 加碼 |
| 21 | CEG | Constellation Energy | +0.1% | +4.69% | 加碼 |
| 22 | VRT | Vertiv Holdings Co-a | +0.1% | +2.19% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +736.12% | 加碼 |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | +9.45% | 加碼 |
| 25 | TMO | Thermo Fisher Scientific Inc | +0.1% | +33.30% | 加碼 |
| 26 | MPWR | Monolithic Power Systems Inc | +0.1% | +0.56% | 加碼 |
| 27 | MCK | Mckesson CORP | +0.1% | +1.30% | 加碼 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +2.58% | 加碼 |
| 29 | CW | Curtiss-wright CORP | +0.1% | +0.63% | 加碼 |
| 30 | RTX | Rtx CORP | +0.1% | +4.39% | 加碼 |
| 31 | TLN | Talen Energy CORP | +0.1% | +1.07% | 加碼 |
| 32 | LOB | Live Oak Bancshares Inc | +0.1% | +7761.40% | 加碼 |
| 33 | PR | Permian Resources Corp-cl A | +0.1% | +7916.08% | 加碼 |
| 34 | CAT | Caterpillar Inc | +0.1% | +0.31% | 減碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.36% | 減碼 |
| 36 | NSC | Norfolk Southern CORP | +0.1% | +2.77% | 加碼 |
| 37 | P | Everpure Inc-a | +0.1% | +0.38% | 加碼 |
| 38 | MUSA | Murphy USA Inc | +0.1% | +61.63% | 加碼 |
| 39 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +2.74% | 加碼 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.18% | 加碼 |
| 41 | ORLY | O'reilly Automotive Inc | +0.1% | +21.68% | 加碼 |
| 42 | GE | General Electric | +0.1% | +0.42% | 加碼 |
| 43 | BOOT | Boot Barn Holdings Inc | +0.1% | +0.79% | 加碼 |
| 44 | RDNT | Radnet Inc | +0.1% | +0.39% | 加碼 |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | +0.84% | 加碼 |
| 46 | ISRG | Intuitive Surgical Inc | 0% | +8.78% | 加碼 |
| 47 | WBS | Webster Financial CORP | 0% | +37.56% | 加碼 |
| 48 | DDOG | Datadog Inc - Class A | 0% | +0.91% | 加碼 |
| 49 | GEV | GE Vernova Inc | 0% | +1.32% | 加碼 |
| 50 | LLY | Eli Lilly & Co | 0% | +5.62% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Whittier Trust Co Of Nevada Inc 在 Q3 2025 季度的美股持倉總市值約為 US$53.5億，共申報了 1275 個公開持股部位。
在 Q3 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 (6.8%)、AAPL (6.1%)、NVDA (5.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.8% 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
CHYM
市值: US$402.6萬
本季最大獲利了結 / 清倉標的
ETN
前期市值: US$2975.5萬
在 Q3 2025 季度中，Whittier Trust Co Of Nevada Inc 共進行了 197 項持倉異動，包含新建倉 4 個部位、加碼 102 個部位、減碼 63 個部位以及清倉 28 個部位。 其中最大新建倉標的為 CHYM。 本季清倉部位包含 ETN。
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。