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: 0001917618
申報總市值
US$8.6億
US$8.6億
85 檔
17.9%
根據最新整理的 13F 季度數據集，Alley Investment Management Company, LLC 於 Q2 2025 結束時的管理資產規模為 US$8.6億。該機構在本季度申報了 85 檔美股持倉，呈現出該時期的主要投資地圖。
Alley Investment Management Company, LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 2 個全新部位及加碼 25 檔持股的同時，亦同步清倉 3 檔並減碼 20 檔標的。
整體而言，Alley Investment Management Company, LLC 的前 5 大持股（包含 JPM, MSFT, PM）貢獻了組合市值的 17.9%，形成該機構在 Q2 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.51% | +0.17% | -0.73% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.70% | -0.13% | -0.51% | |
| 3 | PM | Philip Morris International | 股票-非循環性消費 | 3.56% | +0.09% | -0.84% | |
| 4 | AMP | Ameriprise Financial Inc | 股票-金融 | 3.44% | -1.42% | -5.73% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.36% | +0.29% | +0.22% | |
| 6 | PAYX | Paychex Inc | 股票-科技 | 2.84% | +0.02% | -0.33% | |
| 7 | BLK | Blackrock Inc | 股票-金融 | 2.78% | -0.13% | +0.20% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.64% | +0.19% | +0.99% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.59% | -0.07% | -4.45% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.58% | -0.46% | -0.30% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.46% | +0.21% | -0.77% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 2.40% | — | +0.47% | |
| 13 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.38% | -0.32% | +0.91% | |
| 14 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.35% | -0.31% | +0.16% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.31% | -0.07% | -4.60% | |
| 16 | UNP | Union Pacific CORP | 股票-工業 | 2.18% | -0.09% | +0.09% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.14% | -0.02% | -7.16% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | +0.84% | -0.88% | |
| 19 | ACN | Accenture plc | 股票-科技 | 2.06% | — | +0.42% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | +0.24% | +20.33% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.99% | -0.79% | +1.85% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.84% | -0.73% | -0.55% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工業 | 1.76% | -0.55% | -0.15% | |
| 24 | BND | Vanguard Total Bond Market | ETF-其他 | 1.74% | -0.05% | -4.72% | |
| 25 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.70% | +0.25% | +2.34% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.66% | -0.12% | +0.49% | |
| 27 | SYK | Stryker CORP | 股票-醫療保健 | 1.63% | -0.12% | -0.36% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.63% | -0.02% | -0.54% | |
| 29 | COF | Capital One Financial CORP | 股票-金融 | 1.55% | +0.03% | — | |
| 30 | BR | Broadridge Financial Solutio | 股票-科技 | 1.51% | — | -0.74% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | -0.02% | -1.02% | |
| 32 | PLD | Prologis Inc | 股票-房地產 | 1.41% | -0.10% | +2.12% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.29% | -0.05% | -4.32% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.24% | -0.06% | +0.57% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | +0.36% | +0.52% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 1.18% | +0.23% | +10.60% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 1.15% | +0.26% | +0.08% | |
| 38 | PH | Parker Hannifin CORP | 股票-工業 | 1.13% | +0.08% | +1.54% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 1.13% | — | +0.53% | |
| 40 | DUK | Duke Energy CORP | 股票-公用事業 | 1.11% | -0.14% | +1.09% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.05% | -0.22% | +1.03% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 1.05% | -0.04% | -1.04% | |
| 43 | SNA | Snap-on Inc | 股票-工業 | 0.99% | — | +0.33% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.97% | +0.09% | +0.12% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | +0.14% | +0.14% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.92% | +1.05% | +1.29% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.85% | -0.06% | +1.13% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.83% | -0.14% | +1.39% | |
| 49 | CSL | Carlisle Cos Inc | 股票-工業 | 0.80% | -0.72% | +0.67% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.79% | +0.05% | +1.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.6% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +0.8% | +20.33% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.51% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -0.73% | 減碼 |
| 5 | T | At&t Inc | +0.5% | NEW | 新建倉 |
| 6 | INTU | Intuit Inc | +0.3% | -0.55% | 減碼 |
| 7 | PM | Philip Morris International | +0.3% | -0.84% | 減碼 |
| 8 | MS | Morgan Stanley | +0.3% | +10.60% | 加碼 |
| 9 | ETN | Eaton Corporation plc | +0.2% | +0.08% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.77% | 減碼 |
| 11 | BLK | Blackrock Inc | +0.2% | +0.20% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.88% | 減碼 |
| 13 | PH | Parker Hannifin CORP | +0.1% | +1.54% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +1.29% | 加碼 |
| 15 | CSL | Carlisle Cos Inc | +0.1% | +0.67% | 加碼 |
| 16 | MCHP | Microchip Technology Inc | +0.1% | -0.03% | 減碼 |
| 17 | USB | US Bancorp | 0% | +1.91% | 加碼 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.28% | 減碼 |
| 19 | SYK | Stryker CORP | 0% | -0.36% | 減碼 |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.12% | 加碼 |
| 21 | VEA | Vanguard Ftse Developed ETF | 0% | -1.93% | 減碼 |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.19% | 加碼 |
| 23 | COST | Costco Wholesale CORP | 0% | -0.30% | 減碼 |
| 24 | AMP | Ameriprise Financial Inc | 0% | -5.73% | 減碼 |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +0.14% | 加碼 |
| 26 | LMT | Lockheed Martin CORP | — | -0.15% | 減碼 |
| 27 | ABT | Abbott Laboratories | 0% | +0.16% | 加碼 |
| 28 | UNH | Unitedhealth Group Inc | 0% | EXIT | 清倉 |
| 29 | DHR | Danaher CORP | -0.1% | -1.04% | 減碼 |
| 30 | KVUE | Kenvue Inc | -0.1% | +3.33% | 加碼 |
| 31 | SNA | Snap-on Inc | -0.1% | +0.33% | 加碼 |
| 32 | PLD | Prologis Inc | -0.1% | +2.12% | 加碼 |
| 33 | AMGN | Amgen Inc | -0.1% | +1.13% | 加碼 |
| 34 | LLY | Eli Lilly & Co | -0.1% | +0.52% | 加碼 |
| 35 | PG | Procter & Gamble Co/the | -0.1% | +0.57% | 加碼 |
| 36 | UNP | Union Pacific CORP | -0.1% | +0.09% | 加碼 |
| 37 | BND | Vanguard Total Bond Market | -0.2% | -4.72% | 減碼 |
| 38 | SBUX | Starbucks CORP | -0.2% | +2.34% | 加碼 |
| 39 | ACN | Accenture plc | -0.2% | +0.42% | 加碼 |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -4.60% | 減碼 |
| 41 | MA | Mastercard Inc - A | -0.2% | -7.16% | 減碼 |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -4.45% | 減碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.02% | 減碼 |
| 44 | AJG | Arthur J Gallagher & Co | -0.3% | +0.91% | 加碼 |
| 45 | PAYX | Paychex Inc | -0.3% | -0.33% | 減碼 |
| 46 | CVX | Chevron CORP | -0.4% | +1.85% | 加碼 |
| 47 | AAPL | Apple Inc | -0.4% | +0.22% | 加碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | +0.99% | 加碼 |
| 49 | MRK | Merck & Co. Inc. | -0.6% | EXIT | 清倉 |
| 50 | DFSEUR | Discover Financial Services | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Alley Investment Management Company, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$8.6億，共申報了 85 個公開持股部位。
在 Q2 2025 季度，Alley Investment Management Company, LLC 按市值排列的前三大核心持股分別為：JPM (4.5%)、MSFT (3.7%)、PM (3.6%)。其中最大持股部位 JPM 佔據整體投資組合約 4.5% 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
COF
市值: US$1282.0萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$1014.5萬
在 Q2 2025 季度中，Alley Investment Management Company, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 25 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 COF。 本季清倉部位包含 DFSEUR。
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。