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: 0001522877
申報總市值
US$79.5億
US$79.5億
327 檔
27.4%
在 Q2 2025 申報期間，AIA Group Ltd（CIK: 0001522877）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$79.5億，共持有 327 個公開申報部位。
AIA Group Ltd 於 Q2 2025 展現出進攻型調倉步調，本季推動了 18 檔股票的新建倉與 95 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。
從部位權重觀察，前 5 大標的（包含 IVV, QLTY, MSFT）累計市值佔比達 27.4%，是驅動 AIA Group Ltd 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
RBLX
市值: US$836.4萬
本季最大獲利了結 / 清倉標的
GDDY
前期市值: US$486.4萬
僅顯示前 200 大持股（共 327 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 30.23% | +2.88% | -0.27% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 6.45% | +0.68% | -1.12% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.41% | +0.73% | +0.19% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.70% | -0.34% | +48.28% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.54% | +0.40% | +109.11% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.17% | +4.41% | -12.30% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | -0.31% | +1.41% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.62% | +0.23% | -0.22% | |
| 9 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.58% | — | -2.76% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.47% | +0.40% | -9.92% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.28% | +0.12% | +1.18% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.25% | -0.43% | +188.59% | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.17% | +0.07% | +31.64% | |
| 14 | NTRS | Northern Trust CORP | 股票-金融 | 1.17% | +0.06% | +19.29% | |
| 15 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 1.09% | — | +4.41% | |
| 16 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.06% | +0.08% | -6.41% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | -0.13% | +3.81% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 0.97% | +0.32% | -5.66% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.93% | +0.01% | +9.14% | |
| 20 | ANET | Arista Networks Inc | 股票-科技 | 0.91% | +0.19% | +70.93% | |
| 21 | PLD | Prologis Inc | 股票-房地產 | 0.90% | -0.05% | +28.22% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.87% | +0.02% | +9.90% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.04% | -7.18% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | +0.04% | +7.99% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.83% | +0.55% | -33.35% | |
| 26 | NOW | Servicenow Inc | 股票-科技 | 0.79% | -0.12% | EXIT | |
| 27 | DHR | Danaher CORP | 股票-醫療保健 | 0.75% | +0.13% | +22.29% | |
| 28 | WY | Weyerhaeuser Co | 股票-房地產 | 0.74% | +0.09% | +52.99% | |
| 29 | AAPL | Apple Inc | 股票-科技 | 0.73% | -0.10% | -30.12% | |
| 30 | DE | Deere & Co | 股票-工業 | 0.71% | +0.19% | -21.43% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.70% | -0.64% | -3.28% | |
| 32 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.70% | +0.07% | +13.15% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.61% | -0.27% | -9.81% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.12% | +3.70% | |
| 35 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.57% | — | -26.69% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.57% | +0.10% | +2.91% | |
| 37 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.47% | -0.01% | +9.52% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.43% | +0.01% | +29.96% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | -0.03% | -7.62% | |
| 40 | PGR | Progressive CORP | 股票-金融 | 0.42% | -0.01% | -13.45% | |
| 41 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.42% | -0.32% | EXIT | |
| 42 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.41% | -0.08% | -17.21% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.18% | +10.36% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.36% | +0.13% | +9.89% | |
| 45 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.34% | -0.04% | +6.27% | |
| 46 | CARR | Carrier Global CORP | 股票-工業 | 0.30% | — | +0.30% | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.29% | -0.05% | +13.92% | |
| 48 | GE | General Electric | 股票-工業 | 0.28% | -0.18% | +15.50% | |
| 49 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.27% | -0.14% | +3.79% | |
| 50 | SNPS | Synopsys Inc | 股票-科技 | 0.27% | — | +4.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +1.2% | +109.11% | 加碼 |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.8% | +48.28% | 加碼 |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | +0.8% | +188.59% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.7% | +0.19% | 加碼 |
| 5 | ANET | Arista Networks Inc | +0.5% | +70.93% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | +1.18% | 加碼 |
| 7 | NTRS | Northern Trust CORP | +0.3% | +19.29% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.3% | +9.90% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +1.41% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.2% | -9.92% | 減碼 |
| 11 | INDA | Ishares Msci India ETF | +0.2% | +534.00% | 加碼 |
| 12 | NOW | Servicenow Inc | +0.2% | +13.25% | 加碼 |
| 13 | RBLX | Roblox CORP -class A | +0.2% | NEW | 新建倉 |
| 14 | KLAC | Kla CORP | +0.2% | +1593.54% | 加碼 |
| 15 | HON | Honeywell International Inc | +0.2% | +660.14% | 加碼 |
| 16 | TSLA | Tesla Inc | +0.1% | +7.99% | 加碼 |
| 17 | NET | Cloudflare Inc - Class A | +0.1% | +29.80% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +130.15% | 加碼 |
| 19 | WY | Weyerhaeuser Co | +0.1% | +52.99% | 加碼 |
| 20 | EMR | Emerson Electric Co | +0.1% | +629.24% | 加碼 |
| 21 | AIG | American International Group | +0.1% | +511.73% | 加碼 |
| 22 | MAR | Marriott International -cl A | +0.1% | +13.15% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +102.53% | 加碼 |
| 24 | MU | Micron Technology Inc | +0.1% | +70.93% | 加碼 |
| 25 | SE | Sea Ltd-adr | +0.1% | -2.76% | 減碼 |
| 26 | CME | Cme Group Inc | +0.1% | +92.88% | 加碼 |
| 27 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | 新建倉 |
| 28 | SHOP | Shopify Inc - Class A | +0.1% | +9.52% | 加碼 |
| 29 | NEM | Newmont CORP | +0.1% | +238.21% | 加碼 |
| 30 | AMGN | Amgen Inc | +0.1% | +857.89% | 加碼 |
| 31 | TTEK | Tetra Tech Inc | +0.1% | NEW | 新建倉 |
| 32 | GE | General Electric | +0.1% | +15.50% | 加碼 |
| 33 | ORCL | Oracle CORP | +0.1% | +22.08% | 加碼 |
| 34 | CELH | Celsius Holdings Inc | +0.1% | NEW | 新建倉 |
| 35 | PLD | Prologis Inc | +0.1% | +28.22% | 加碼 |
| 36 | BKNG | Booking Holdings Inc | +0.1% | +6.27% | 加碼 |
| 37 | C | Citigroup Inc | +0.1% | +13.92% | 加碼 |
| 38 | QCOM | Qualcomm Inc | +0.1% | +47.72% | 加碼 |
| 39 | HWM | Howmet Aerospace Inc | +0.1% | +23.08% | 加碼 |
| 40 | INTC | Intel CORP | +0.1% | +124.63% | 加碼 |
| 41 | IBKR | Interactive Brokers Gro-cl A | +0.1% | NEW | 新建倉 |
| 42 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | 新建倉 |
| 43 | EIX | Edison International | +0.1% | +209.68% | 加碼 |
| 44 | CHA | Chagee Holdings Ltd-adr | +0.1% | NEW | 新建倉 |
| 45 | BJ | Bj's Wholesale Club Holdings | +0.1% | NEW | 新建倉 |
| 46 | DHR | Danaher CORP | 0% | +22.29% | 加碼 |
| 47 | IBN | Icici Bank Ltd-spon Adr | 0% | +41.52% | 加碼 |
| 48 | SRE | Sempra | 0% | +49.20% | 加碼 |
| 49 | HEI | Heico CORP | 0% | +24.05% | 加碼 |
| 50 | PLTR | Palantir Technologies Inc-a | 0% | -6.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AIA Group Ltd 在 Q2 2025 季度的美股持倉總市值約為 US$79.5億，共申報了 327 個公開持股部位。
在 Q2 2025 季度，AIA Group Ltd 按市值排列的前三大核心持股分別為：IVV (30.2%)、QLTY (6.5%)、MSFT (4.4%)。其中最大持股部位 IVV 佔據整體投資組合約 30.2% 的權重。
在 Q2 2025 季度中，AIA Group Ltd 共進行了 195 項持倉異動，包含新建倉 18 個部位、加碼 95 個部位、減碼 67 個部位以及清倉 15 個部位。 其中最大新建倉標的為 RBLX。 本季清倉部位包含 GDDY。
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。
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。
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。