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: 0001900409
申報總市值
US$2.7億
US$2.7億
107 檔
19.6%
在 Q1 2025 申報期間，Agate Pass Investment Management, LLC（CIK: 0001900409）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.7億，共持有 107 個公開申報部位。
Agate Pass Investment Management, LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 34 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Agate Pass Investment Management, LLC 的前 5 大核心持股（包含 ABBV, AAPL, VB 等）合計佔整體申報市值的 19.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | ABBV | Abbvie Inc | 股票-醫療保健 | 6.10% | -0.67% | +4.82% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.51% | -0.01% | +1.55% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 4.23% | +0.29% | -8.68% | |
| 4 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.93% | -0.31% | -1.75% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.36% | +2.15% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.43% | +0.24% | +7.98% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.26% | -0.12% | +5.30% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | -0.16% | +9.16% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 2.85% | +0.01% | +31.15% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.58% | +0.08% | -1.88% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.10% | -0.12% | +23.95% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 1.88% | -0.03% | -6.79% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.80% | +0.55% | +22.79% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.75% | +0.47% | +6.03% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.56% | -0.04% | -3.21% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.50% | +0.22% | +3.34% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.45% | -0.25% | +17.06% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.42% | +0.66% | -1.07% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.40% | -0.08% | +6.61% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.38% | -0.03% | -4.92% | |
| 21 | CPAY | Corpay Inc | 股票-科技 | 1.37% | +0.06% | -10.08% | |
| 22 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.32% | -0.17% | -0.11% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 1.32% | -0.27% | +11.50% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.30% | -0.05% | +13.41% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.19% | -0.10% | +0.18% | |
| 26 | WRB | Wr Berkley CORP | 股票-金融 | 1.13% | -0.03% | -2.88% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.08% | +0.02% | -0.15% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | +0.75% | +21.28% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | -0.25% | -6.41% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.29% | +18.89% | |
| 31 | HUBB | Hubbell Inc | 股票-工業 | 0.98% | -0.04% | -4.83% | |
| 32 | PLD | Prologis Inc | 股票-房地產 | 0.93% | -0.07% | +26.92% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.93% | +0.01% | +40.39% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.91% | -0.04% | +4.38% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 0.91% | +0.33% | +1.97% | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 0.90% | -0.28% | +19.19% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.40% | -4.52% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.87% | -0.09% | -0.96% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.49% | +54.92% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.02% | -5.18% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.80% | +0.04% | -3.53% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.04% | +1.66% | |
| 43 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.79% | -0.02% | -6.56% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.79% | -0.04% | +72.61% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.21% | +41.55% | |
| 46 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.76% | -0.05% | +44.98% | |
| 47 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.74% | +0.04% | +83.92% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.74% | -0.11% | -3.80% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.67% | +0.03% | +3.06% | |
| 50 | WELL | Welltower Inc | 股票-房地產 | 0.63% | +0.06% | +40.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +0.9% | +4.82% | 加碼 |
| 2 | ICSH | Ishares Ultra Short Duration | +0.6% | +31.15% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.5% | +23.95% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.4% | +72.61% | 加碼 |
| 5 | CVX | Chevron CORP | +0.4% | +54.92% | 加碼 |
| 6 | TRV | Travelers Cos Inc/the | +0.4% | +83.92% | 加碼 |
| 7 | ABT | Abbott Laboratories | +0.3% | -1.75% | 減碼 |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +22.79% | 加碼 |
| 9 | BNY | Bank Of New York Mellon CORP | +0.3% | +44.98% | 加碼 |
| 10 | WELL | Welltower Inc | +0.2% | +40.06% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | +11.50% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +99.09% | 加碼 |
| 13 | NVS | Novartis Ag-sponsored Adr | +0.2% | +53.15% | 加碼 |
| 14 | PLD | Prologis Inc | +0.2% | +26.92% | 加碼 |
| 15 | MDT | Medtronic plc | +0.2% | +19.19% | 加碼 |
| 16 | PRU | Prudential Financial Inc | +0.2% | +68.35% | 加碼 |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.2% | NEW | 新建倉 |
| 18 | TTEN | Totalenergies Se -spon Adr | +0.2% | NEW | 新建倉 |
| 19 | JPM | Jpmorgan Chase & Co | +0.2% | +9.16% | 加碼 |
| 20 | AEP | American Electric Power | +0.2% | +64.93% | 加碼 |
| 21 | UPS | United Parcel Service-cl B | +0.2% | +93.00% | 加碼 |
| 22 | ARE | Alexandria Real Estate Equit | +0.2% | NEW | 新建倉 |
| 23 | NTRS | Northern Trust CORP | +0.2% | +78.17% | 加碼 |
| 24 | XLY | Ss Consumer Disc Select Sect | +0.1% | +40.39% | 加碼 |
| 25 | PEP | Pepsico Inc | +0.1% | +17.06% | 加碼 |
| 26 | WRB | Wr Berkley CORP | +0.1% | -2.88% | 減碼 |
| 27 | ROK | Rockwell Automation Inc | +0.1% | +58.23% | 加碼 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +13.41% | 加碼 |
| 29 | XLV | Ss Health Care Select Sector | +0.1% | +34.14% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +41.08% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +41.55% | 加碼 |
| 33 | V | Visa Inc-class A Shares | +0.1% | +1.66% | 加碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.18% | 減碼 |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.03% | 加碼 |
| 36 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -1.88% | 減碼 |
| 37 | GWW | Ww Grainger Inc | -0.1% | EXIT | 清倉 |
| 38 | FSBW | Fs Bancorp Inc | -0.1% | EXIT | 清倉 |
| 39 | CMCSA | Comcast Corp-class A | -0.1% | EXIT | 清倉 |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | -0.1% | EXIT | 清倉 |
| 41 | CPAY | Corpay Inc | -0.2% | -10.08% | 減碼 |
| 42 | IWM | Ishares Russell 2000 ETF | -0.2% | -25.46% | 減碼 |
| 43 | DHR | Danaher CORP | -0.2% | +0.18% | 加碼 |
| 44 | ORCL | Oracle CORP | -0.3% | +6.61% | 加碼 |
| 45 | VUG | Vanguard Growth ETF | -0.4% | +5.30% | 加碼 |
| 46 | HUBB | Hubbell Inc | -0.4% | -4.83% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.6% | +2.15% | 加碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | +7.98% | 加碼 |
| 49 | AAPL | Apple Inc | -0.8% | +1.55% | 加碼 |
| 50 | VB | Vanguard Small-cap ETF | -1.1% | -8.68% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Agate Pass Investment Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.7億，共申報了 107 個公開持股部位。
在 Q1 2025 季度，Agate Pass Investment Management, LLC 按市值排列的前三大核心持股分別為：ABBV (6.1%)、AAPL (4.5%)、VB (4.2%)。其中最大持股部位 ABBV 佔據整體投資組合約 6.1% 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
XLP
市值: US$41.9萬
本季最大獲利了結 / 清倉標的
SHM
前期市值: US$31.3萬
在 Q1 2025 季度中，Agate Pass Investment Management, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 34 個部位、減碼 8 個部位以及清倉 4 個部位。 其中最大新建倉標的為 XLP。 本季清倉部位包含 SHM。
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。