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: 0001897835
申報總市值
US$1.1億
US$1.1億
123 檔
21.8%
根據最新整理的 13F 季度數據集，Alan B Lancz & Associates, Inc. 於 Q1 2025 結束時的管理資產規模為 US$1.1億。該機構在本季度申報了 123 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Alan B Lancz & Associates, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 23 個部位並完全清倉 7 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, COST, MSFT）占據了總市值的 21.8%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 9.54% | +0.13% | -2.87% | |
| 2 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 4.97% | -0.71% | -0.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.60% | -0.36% | +7.48% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.18% | +0.61% | — | |
| 5 | AMGN | Amgen Inc | 股票-醫療保健 | 3.43% | -0.26% | -2.82% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.25% | -0.09% | +1.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.24% | +0.46% | -5.12% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 2.40% | +0.39% | -3.30% | |
| 9 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 2.37% | -0.33% | -0.43% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.31% | — | -3.07% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | +0.05% | -6.99% | |
| 12 | HON | Honeywell International Inc | 股票-工業 | 1.62% | -1.68% | EXIT | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.40% | +0.46% | — | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | +0.22% | -1.61% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.30% | +0.11% | -9.18% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.28% | -0.24% | — | |
| 17 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.22% | -0.06% | -3.76% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.01% | -14.41% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.14% | -0.08% | -1.80% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.14% | +0.03% | -1.91% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.09% | — | |
| 22 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.05% | -0.20% | -5.38% | |
| 23 | GEN | Gen Digital Inc | 股票-科技 | 1.05% | +0.11% | — | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.99% | -0.17% | — | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 0.95% | -0.14% | -0.50% | |
| 26 | PSMT | Pricesmart Inc | 股票-非循環性消費 | 0.94% | +0.18% | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | -0.09% | +18.37% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 0.88% | +0.03% | — | |
| 29 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.85% | -0.09% | +56.07% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工業 | 0.77% | -0.02% | — | |
| 31 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.76% | -0.07% | — | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 0.75% | -0.01% | — | |
| 33 | BX | Blackstone Inc | 股票-金融 | 0.70% | -0.04% | — | |
| 34 | OKE | Oneok Inc | 股票-能源 | 0.69% | -0.10% | — | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.06% | +13.14% | |
| 36 | UBER | Uber Technologies Inc | 股票-工業 | 0.66% | +0.05% | — | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | -0.39% | EXIT | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.65% | +0.04% | -8.48% | |
| 39 | VST | Vistra CORP | 股票-公用事業 | 0.64% | -0.04% | +14.66% | |
| 40 | NI | Nisource Inc | 股票-公用事業 | 0.63% | -0.06% | — | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | -0.08% | — | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.62% | -0.06% | — | |
| 43 | DFSEUR | Discover Financial Services | 股票-其他 | 0.61% | — | — | |
| 44 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 0.59% | — | — | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.02% | +3.45% | |
| 46 | CME | Cme Group Inc | 股票-金融 | 0.57% | -0.15% | — | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.57% | +0.02% | — | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.55% | -0.06% | — | |
| 49 | CE | Celanese CORP | 股票-原物料 | 0.54% | -0.17% | -11.91% | |
| 50 | FDX | Fedex CORP | 股票-工業 | 0.53% | -0.12% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +1.11% | 加碼 |
| 2 | AMGN | Amgen Inc | +0.6% | -2.82% | 減碼 |
| 3 | COST | Costco Wholesale CORP | +0.4% | -0.40% | 減碼 |
| 4 | SLB | Slb LTD | +0.3% | NEW | 新建倉 |
| 5 | ES | Eversource Energy | +0.3% | NEW | 新建倉 |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | +56.07% | 加碼 |
| 7 | L | Loews CORP | +0.2% | NEW | 新建倉 |
| 8 | ABBV | Abbvie Inc | +0.2% | -1.91% | 減碼 |
| 9 | JNJ | Johnson & Johnson | +0.2% | — | 不變 |
| 10 | GILD | Gilead Sciences Inc | +0.2% | -5.38% | 減碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +18.37% | 加碼 |
| 12 | MP | Mp Materials CORP | +0.2% | — | 不變 |
| 13 | AWK | American Water Works Co Inc | +0.2% | — | 不變 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | +39.68% | 加碼 |
| 15 | UBER | Uber Technologies Inc | +0.1% | — | 不變 |
| 16 | MDT | Medtronic plc | +0.1% | -0.50% | 減碼 |
| 17 | RIVN | Rivian Automotive Inc-a | +0.1% | +100.00% | 加碼 |
| 18 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 19 | AMT | American Tower CORP | +0.1% | — | 不變 |
| 20 | KO | Coca-cola Co/the | +0.1% | — | 不變 |
| 21 | ABX | Barrick Gold CORP | +0.1% | -2.29% | 減碼 |
| 22 | QCOM | Qualcomm Inc | 0% | -3.30% | 減碼 |
| 23 | MSFT | Microsoft CORP | 0% | +7.48% | 加碼 |
| 24 | BAC | Bank Of America CORP | -0.1% | -8.48% | 減碼 |
| 25 | FDX | Fedex CORP | -0.1% | — | 不變 |
| 26 | HON | Honeywell International Inc | -0.1% | -2.72% | 減碼 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | — | 不變 |
| 28 | AXP | American Express Co | -0.1% | -19.05% | 減碼 |
| 29 | DELL | Dell Technologies -c | -0.1% | -12.50% | 減碼 |
| 30 | DIS | Walt Disney Co/the | -0.1% | -1.80% | 減碼 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -14.41% | 減碼 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -3.76% | 減碼 |
| 33 | BX | Blackstone Inc | -0.1% | — | 不變 |
| 34 | GS | Goldman Sachs Group Inc | -0.1% | -9.18% | 減碼 |
| 35 | AVGO | Broadcom Inc | -0.1% | -5.13% | 減碼 |
| 36 | SRE | Sempra | -0.2% | -13.04% | 減碼 |
| 37 | CE | Celanese CORP | -0.2% | -11.91% | 減碼 |
| 38 | ALSN | Allison Transmission Holding | -0.2% | -0.43% | 減碼 |
| 39 | AMPH | Amphastar Pharmaceuticals In | -0.2% | EXIT | 清倉 |
| 40 | USB | US Bancorp | -0.2% | EXIT | 清倉 |
| 41 | BNS | Bank Of Nova Scotia | -0.2% | EXIT | 清倉 |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | -0.2% | EXIT | 清倉 |
| 43 | HP | Helmerich & Payne | -0.2% | EXIT | 清倉 |
| 44 | PLTR | Palantir Technologies Inc-a | -0.2% | EXIT | 清倉 |
| 45 | DEO | Diageo Plc-sponsored Adr | -0.3% | EXIT | 清倉 |
| 46 | AMZN | Amazon.com Inc | -0.4% | -6.99% | 減碼 |
| 47 | NVDA | Nvidia CORP | -0.5% | -3.07% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.7% | — | 不變 |
| 49 | GOOG | Alphabet Inc-cl C | -0.7% | -5.12% | 減碼 |
| 50 | AAPL | Apple Inc | -1% | -2.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alan B Lancz & Associates, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$1.1億，共申報了 123 個公開持股部位。
在 Q1 2025 季度，Alan B Lancz & Associates, Inc. 按市值排列的前三大核心持股分別為：AAPL (9.5%)、COST (5.0%)、MSFT (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 9.5% 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
SLB
市值: US$30.8萬
本季最大獲利了結 / 清倉標的
DEO
前期市值: US$32.4萬
在 Q1 2025 季度中，Alan B Lancz & Associates, Inc. 共進行了 39 項持倉異動，包含新建倉 3 個部位、加碼 6 個部位、減碼 23 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SLB。 本季清倉部位包含 DEO。
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。