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
332 檔
37.5%
AIA Group Ltd 在 Q4 2025 季度的美股部位總計估值為 US$79.5億，分散於 332 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，AIA Group Ltd 在獲利結算 39 檔個股的同時，將資本重新部署至 26 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，AIA Group Ltd 的前 5 大核心持股（包含 IVV, QQQ, QLTY 等）合計佔整體申報市值的 37.5%，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 332 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 | 22.31% | +2.88% | -7.47% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.92% | -0.15% | +4019.85% | |
| 3 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 7.93% | +0.68% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.00% | +0.73% | +5.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.45% | -0.64% | +101.11% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.44% | -6.20% | — | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.41% | -0.31% | +64.25% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.85% | +4.41% | +1.01% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.76% | -0.10% | +45.73% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.12% | -3.13% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.44% | +0.04% | +56.29% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.39% | -0.34% | -13.57% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | +0.40% | -25.61% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.45% | +225.23% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.23% | +30.63% | |
| 16 | SE | Sea Ltd-adr | 股票-通訊服務 | 1.03% | — | +7.85% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.93% | +0.40% | -57.72% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.12% | +22.70% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.91% | +0.55% | +49.93% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.82% | — | +1787.93% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.80% | +0.02% | +135.25% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 0.77% | +0.04% | -31.08% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.13% | +110.62% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.27% | +11.55% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.67% | +0.23% | +697.01% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.64% | +0.10% | +439.28% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 0.61% | +0.32% | +80.46% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.60% | +0.07% | -22.87% | |
| 29 | USB | US Bancorp | 股票-金融 | 0.56% | -0.09% | +968.25% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.56% | -0.08% | +121.49% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.21% | +185.51% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.18% | +65.10% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.13% | +124.21% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.43% | — | +796.47% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.43% | -0.13% | +3.24% | |
| 36 | CI | THE Cigna Group | 股票-醫療保健 | 0.39% | -0.08% | +162.90% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.37% | -0.02% | +100.27% | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.37% | -0.10% | +248.86% | |
| 39 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.37% | +0.11% | +534.21% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | -0.18% | +17.82% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.33% | +0.35% | +51.41% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.32% | +0.13% | -13.63% | |
| 43 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.32% | -0.01% | -27.65% | |
| 44 | BBAX | Jpmorgan Betabuilders Develo | ETF-其他 | 0.31% | -0.32% | EXIT | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.31% | -0.03% | -51.80% | |
| 46 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.30% | -0.08% | +9.19% | |
| 47 | NOW | Servicenow Inc | 股票-科技 | 0.29% | -0.12% | EXIT | |
| 48 | GE | General Electric | 股票-工業 | 0.28% | -0.18% | -20.60% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.28% | -0.05% | +3.18% | |
| 50 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.28% | -0.11% | +88.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +8.7% | +4019.85% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | +101.11% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.8% | +225.23% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +1787.93% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.6% | +697.01% | 加碼 |
| 6 | USB | US Bancorp | +0.5% | +968.25% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.5% | +439.28% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +64.25% | 加碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.5% | +135.25% | 加碼 |
| 10 | AAPL | Apple Inc | +0.4% | +45.73% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.4% | +56.29% | 加碼 |
| 12 | CRM | Salesforce Inc | +0.4% | +110.62% | 加碼 |
| 13 | KO | Coca-cola Co/the | +0.4% | +796.47% | 加碼 |
| 14 | ISRG | Intuitive Surgical Inc | +0.3% | +121.49% | 加碼 |
| 15 | ABT | Abbott Laboratories | +0.3% | +185.51% | 加碼 |
| 16 | ELV | Elevance Health Inc | +0.3% | +534.21% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.3% | +22.70% | 加碼 |
| 18 | TJX | Tjx Companies Inc | +0.3% | +248.86% | 加碼 |
| 19 | STZ | Constellation Brands Inc-a | +0.3% | +1784.53% | 加碼 |
| 20 | WFC | Wells Fargo & Co | +0.2% | +124.21% | 加碼 |
| 21 | CI | THE Cigna Group | +0.2% | +162.90% | 加碼 |
| 22 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +49.93% | 加碼 |
| 23 | CVX | Chevron CORP | +0.2% | +388.86% | 加碼 |
| 24 | TXN | Texas Instruments Inc | +0.2% | +80.46% | 加碼 |
| 25 | BAC | Bank Of America CORP | +0.2% | +65.10% | 加碼 |
| 26 | SCHW | Schwab (charles) CORP | +0.2% | +729.38% | 加碼 |
| 27 | WMT | Walmart Inc | +0.2% | +100.27% | 加碼 |
| 28 | AMT | American Tower CORP | +0.2% | +3195.67% | 加碼 |
| 29 | V | Visa Inc-class A Shares | +0.1% | +30.63% | 加碼 |
| 30 | FCX | Freeport-mcmoran Inc | +0.1% | +97.79% | 加碼 |
| 31 | MS | Morgan Stanley | +0.1% | +241.43% | 加碼 |
| 32 | TMUS | T-mobile US Inc | +0.1% | +219.75% | 加碼 |
| 33 | DGX | Quest Diagnostics Inc | +0.1% | +1602.19% | 加碼 |
| 34 | HLT | Hilton Worldwide Holdings In | +0.1% | +88.28% | 加碼 |
| 35 | RTX | Rtx CORP | +0.1% | +153.67% | 加碼 |
| 36 | ICE | Intercontinental Exchange In | +0.1% | +243.22% | 加碼 |
| 37 | PEP | Pepsico Inc | +0.1% | +118.36% | 加碼 |
| 38 | TW | Tradeweb Markets Inc-class A | +0.1% | +1873.79% | 加碼 |
| 39 | KLAC | Kla CORP | +0.1% | +51.41% | 加碼 |
| 40 | PCAR | Paccar Inc | +0.1% | +256.37% | 加碼 |
| 41 | ABBV | Abbvie Inc | +0.1% | +125.13% | 加碼 |
| 42 | MSI | Motorola Solutions Inc | +0.1% | +163.44% | 加碼 |
| 43 | CAT | Caterpillar Inc | +0.1% | +207.69% | 加碼 |
| 44 | ADI | Analog Devices Inc | +0.1% | +172.23% | 加碼 |
| 45 | ADBE | Adobe Inc | +0.1% | +308.47% | 加碼 |
| 46 | NEM | Newmont CORP | +0.1% | +42.77% | 加碼 |
| 47 | UBER | Uber Technologies Inc | +0.1% | +116.13% | 加碼 |
| 48 | WELL | Welltower Inc | +0.1% | +132.30% | 加碼 |
| 49 | XOM | Exxon Mobil CORP | +0.1% | +64.41% | 加碼 |
| 50 | FERG | Ferguson Enterprises Inc | +0.1% | +305.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，AIA Group Ltd 在 Q4 2025 季度的美股持倉總市值約為 US$79.5億，共申報了 332 個公開持股部位。
在 Q4 2025 季度，AIA Group Ltd 按市值排列的前三大核心持股分別為：IVV (22.3%)、QQQ (8.9%)、QLTY (7.9%)。其中最大持股部位 IVV 佔據整體投資組合約 22.3% 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
IWM
市值: US$1.6億
本季最大獲利了結 / 清倉標的
ORCL
前期市值: US$1156.0萬
在 Q4 2025 季度中，AIA Group Ltd 共進行了 199 項持倉異動，包含新建倉 26 個部位、加碼 80 個部位、減碼 54 個部位以及清倉 39 個部位。 其中最大新建倉標的為 IWM。 本季清倉部位包含 ORCL。
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。