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: 0001581465
申報總市值
US$6.1億
US$6.1億
143 檔
13.7%
Q3 2025 季度申報顯示，Addison Capital Co 揭露的美股組合總市值為 US$6.1億，涵蓋 143 個不同之權益投資部位。
在 Q3 2025，Addison Capital Co 操作展現出積極擴展與加碼意向。本季共新建倉 4 個新部位，並對 32 個既有持股進行加碼（合計增持 36 檔），相較減碼與清倉部位顯著佔優。
整體而言，Addison Capital Co 的前 5 大持股（包含 SPY, BND, ORCL）貢獻了組合市值的 13.7%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.71% | +0.78% | +13.18% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 5.18% | -0.30% | +31.30% | |
| 3 | ORCL | Oracle CORP | 股票-科技 | 4.49% | -0.11% | -3.58% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.44% | +0.41% | -0.35% | |
| 5 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 3.98% | -0.26% | +134.15% | |
| 6 | LNG | Cheniere Energy Inc | 股票-能源 | 3.26% | -0.49% | -1.14% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | +0.08% | -1.94% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | -0.08% | +0.56% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 2.56% | +0.06% | +53.92% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.46% | -0.10% | -4.86% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.19% | -0.12% | -6.46% | |
| 12 | SE | Sea Ltd-adr | 股票-通訊服務 | 2.09% | +0.04% | -0.41% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.87% | -0.15% | +32.96% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.86% | -0.16% | +11.92% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.10% | -0.09% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 1.78% | +0.24% | -10.01% | |
| 17 | MLI | Mueller Industries Inc | 股票-工業 | 1.72% | +0.03% | +7.68% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.59% | -0.34% | +116.51% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.35% | -0.20% | -6.76% | |
| 20 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.34% | -0.09% | -4.71% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.30% | -0.04% | +4.33% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.26% | +0.06% | +4.04% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.21% | -0.02% | -4.51% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.07% | +3.09% | |
| 25 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.02% | -0.23% | -1.42% | |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 1.00% | +0.09% | +32.32% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.98% | -0.05% | +28.60% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.97% | +0.03% | +48.58% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.91% | -0.02% | +28.26% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.90% | +0.08% | +36.71% | |
| 31 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.90% | +0.02% | +885.26% | |
| 32 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.89% | -0.27% | +243.18% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.84% | -0.06% | -4.76% | |
| 34 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 0.83% | +0.16% | +30.93% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.74% | -0.13% | +23.96% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.72% | -0.04% | -3.09% | |
| 37 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 0.71% | -0.03% | +1.16% | |
| 38 | OCFC | Oceanfirst Financial CORP | 股票-其他 | 0.70% | — | -5.87% | |
| 39 | VLTO | Veralto CORP | 股票-工業 | 0.70% | -0.03% | +33.41% | |
| 40 | CPRT | Copart Inc | 股票-工業 | 0.69% | -0.07% | -6.11% | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.69% | — | -5.02% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | +0.13% | +19.17% | |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.67% | -0.03% | +30.02% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.64% | — | +27.05% | |
| 45 | SAFE | Safehold Inc | 股票-其他 | 0.63% | — | -3.29% | |
| 46 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.61% | -0.09% | -5.50% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.18% | +0.15% | |
| 48 | HUBS | Hubspot Inc | 股票-科技 | 0.59% | -0.06% | +4.15% | |
| 49 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.58% | -0.03% | +19.63% | |
| 50 | ROK | Rockwell Automation Inc | 股票-工業 | 0.55% | +0.12% | +52.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +2.7% | +134.15% | 加碼 |
| 2 | ORCL | Oracle CORP | +1.4% | -3.58% | 減碼 |
| 3 | VT | Vanguard Tot World Stk ETF | +0.9% | +53.92% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.8% | +116.51% | 加碼 |
| 5 | BND | Vanguard Total Bond Market | +0.8% | +31.30% | 加碼 |
| 6 | BILZ | Pimco Ultra Shrt Govt Active | +0.7% | +885.26% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.35% | 減碼 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +13.18% | 加碼 |
| 9 | PAAA | Pgim Aaa Clo ETF | +0.6% | +243.18% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.3% | +3.09% | 加碼 |
| 11 | VB | Vanguard Small-cap ETF | +0.3% | +48.58% | 加碼 |
| 12 | GOVT | Ishares US Treasury Bond ETF | +0.3% | +32.96% | 加碼 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.2% | +28.60% | 加碼 |
| 14 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +0.2% | +30.93% | 加碼 |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +32.32% | 加碼 |
| 16 | ROK | Rockwell Automation Inc | +0.2% | +52.83% | 加碼 |
| 17 | MINT | Pimco Enhanced Short Maturit | +0.2% | +23.96% | 加碼 |
| 18 | MSFT | Microsoft CORP | +0.2% | +0.56% | 加碼 |
| 19 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +36.71% | 加碼 |
| 20 | MLI | Mueller Industries Inc | +0.2% | +7.68% | 加碼 |
| 21 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +28.26% | 加碼 |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.2% | +30.02% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.31% | 加碼 |
| 24 | CTAS | Cintas CORP | +0.1% | +80.52% | 加碼 |
| 25 | JPIE | Jpmorgan Income ETF | +0.1% | +27.05% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +19.17% | 加碼 |
| 27 | GE | General Electric | +0.1% | +0.11% | 加碼 |
| 28 | VLTO | Veralto CORP | +0.1% | +33.41% | 加碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | -2.79% | 加碼 |
| 30 | SE | Sea Ltd-adr | +0.1% | -0.41% | 減碼 |
| 31 | FALN | Ishares Fallen Angels ETF | 0% | +19.63% | 加碼 |
| 32 | BLK | Blackrock Inc | 0% | +4.33% | 加碼 |
| 33 | AMZN | Amazon.com Inc | -0.1% | +4.04% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | -1.94% | 減碼 |
| 35 | AAPL | Apple Inc | -0.2% | -0.09% | 加碼 |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | +11.92% | 加碼 |
| 37 | UPS | United Parcel Service-cl B | -0.3% | -11.88% | 減碼 |
| 38 | CTRA | Coterra Energy Inc | -0.4% | -5.94% | 減碼 |
| 39 | SAFE | Safehold Inc | -0.4% | -3.29% | 減碼 |
| 40 | ZTS | Zoetis Inc | -0.5% | -1.42% | 減碼 |
| 41 | STZ | Constellation Brands Inc-a | -0.6% | -5.50% | 減碼 |
| 42 | CPRT | Copart Inc | -0.6% | -6.11% | 減碼 |
| 43 | JNJ | Johnson & Johnson | -0.6% | -4.86% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.7% | -6.76% | 減碼 |
| 45 | MDLZ | Mondelez International Inc-a | -0.7% | -4.71% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -1.2% | -6.46% | 減碼 |
| 47 | AME | Ametek Inc | — | NEW | 新建倉 |
| 48 | PFE | Pfizer Inc | — | NEW | 新建倉 |
| 49 | NOW | Servicenow Inc | — | NEW | 新建倉 |
| 50 | CDNS | Cadence Design Sys Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Addison Capital Co 在 Q3 2025 季度的美股持倉總市值約為 US$6.1億，共申報了 143 個公開持股部位。
在 Q3 2025 季度，Addison Capital Co 按市值排列的前三大核心持股分別為：SPY (6.7%)、BND (5.2%)、ORCL (4.5%)。其中最大持股部位 SPY 佔據整體投資組合約 6.7% 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
AME
市值: US$156.0萬
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$955.3萬
在 Q3 2025 季度中，Addison Capital Co 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 32 個部位、減碼 14 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AME。
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。