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: 0001226886
申報總市值
US$4.6億
US$4.6億
155 檔
17.3%
Q2 2025 季度申報顯示，Alpine Woods Capital Investors, LLC 揭露的美股組合總市值為 US$4.6億，涵蓋 155 個不同之權益投資部位。
在 Q2 2025，Alpine Woods Capital Investors, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 22 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Alpine Woods Capital Investors, LLC 的前 5 大持股（包含 AVGO, WFC, JPM）貢獻了組合市值的 17.3%，形成該機構在 Q2 2025 季度的基本面基石。
本季最大新建倉標的
KHC
市值: US$264.6萬
本季最大獲利了結 / 清倉標的
GIS
前期市值: US$366.0萬
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.36% | +0.06% | -0.89% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 4.06% | +1.01% | -2.29% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.66% | +0.18% | -2.50% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.99% | +0.15% | -8.85% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.81% | +0.04% | -6.91% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.53% | +0.03% | -1.95% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.04% | -0.74% | +6.61% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 2.01% | -0.46% | -0.47% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.97% | -5.54% | +0.85% | |
| 10 | EQIX | Equinix Inc | 股票-房地產 | 1.93% | — | +19.20% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.85% | +0.17% | -9.10% | |
| 12 | CARR | Carrier Global CORP | 股票-工業 | 1.78% | +0.01% | -1.54% | |
| 13 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.71% | -0.18% | -2.19% | |
| 14 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.71% | +0.45% | -3.42% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.60% | +0.02% | -4.33% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.56% | +0.06% | +1.85% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.53% | +0.03% | -7.96% | |
| 18 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.45% | -0.56% | +10.37% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.40% | +0.16% | -1.62% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.38% | +0.37% | +0.24% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.36% | -0.17% | -3.05% | |
| 22 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.35% | — | +3.70% | |
| 23 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.35% | -0.15% | +1.52% | |
| 24 | SO | Southern Co/the | 股票-公用事業 | 1.33% | -0.18% | -2.52% | |
| 25 | TTEK | Tetra Tech Inc | 股票-工業 | 1.29% | -0.61% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | +0.06% | -2.57% | |
| 27 | MSI | Motorola Solutions Inc | 股票-科技 | 1.22% | -0.21% | +10.68% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 1.21% | +0.15% | -4.74% | |
| 29 | ICE | Intercontinental Exchange In | 股票-金融 | 1.20% | -0.35% | EXIT | |
| 30 | NFLX | Netflix Inc | 股票-通訊服務 | 1.20% | -0.45% | -0.99% | |
| 31 | WMB | Williams Cos Inc | 股票-能源 | 1.18% | -0.07% | +19.89% | |
| 32 | CMI | Cummins Inc | 股票-工業 | 1.17% | +0.38% | +21.08% | |
| 33 | HPQ | Hp Inc | 股票-科技 | 1.05% | — | -2.21% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | -0.15% | -4.72% | |
| 35 | HEI | Heico CORP | 股票-工業 | 1.00% | +0.10% | -0.60% | |
| 36 | DOX | Amdocs Limited | 股票-科技 | 0.92% | — | +9.04% | |
| 37 | TT | Trane Technologies plc | 股票-工業 | 0.88% | +0.01% | -7.14% | |
| 38 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.84% | -0.14% | +21.53% | |
| 39 | EVRG | Evergy Inc | 股票-公用事業 | 0.82% | -0.11% | +228.57% | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.82% | +0.29% | -3.85% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.79% | +0.01% | -1.05% | |
| 42 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.76% | — | -21.65% | |
| 43 | SNA | Snap-on Inc | 股票-工業 | 0.73% | — | -1.98% | |
| 44 | LNG | Cheniere Energy Inc | 股票-能源 | 0.70% | -0.42% | -5.35% | |
| 45 | OKE | Oneok Inc | 股票-能源 | 0.70% | — | -4.03% | |
| 46 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.69% | +0.01% | -7.06% | |
| 47 | URI | United Rentals Inc | 股票-工業 | 0.68% | +0.35% | — | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.67% | +0.01% | — | |
| 49 | FISV | Fiserv Inc | 股票-其他 | 0.66% | — | — | |
| 50 | UBER | Uber Technologies Inc | 股票-工業 | 0.66% | +0.22% | -0.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.9% | -0.89% | 減碼 |
| 2 | KHC | Kraft Heinz Co/the | +0.6% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.6% | +0.85% | 加碼 |
| 4 | EVRG | Evergy Inc | +0.6% | +228.57% | 加碼 |
| 5 | PRU | Prudential Financial Inc | +0.4% | NEW | 新建倉 |
| 6 | MSFT | Microsoft CORP | +0.4% | -8.85% | 減碼 |
| 7 | VRNS | Varonis Systems Inc | +0.4% | NEW | 新建倉 |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -2.50% | 減碼 |
| 9 | NFLX | Netflix Inc | +0.3% | -0.99% | 減碼 |
| 10 | CART | Maplebear Inc | +0.3% | +132.28% | 加碼 |
| 11 | MA | Mastercard Inc - A | +0.3% | +443.58% | 加碼 |
| 12 | TTEK | Tetra Tech Inc | +0.3% | +11.66% | 加碼 |
| 13 | LHX | L3harris Technologies Inc | +0.2% | -0.47% | 減碼 |
| 14 | BKNG | Booking Holdings Inc | +0.2% | -3.42% | 減碼 |
| 15 | AEM | Agnico Eagle Mines LTD | +0.2% | +6.61% | 加碼 |
| 16 | CMI | Cummins Inc | +0.2% | +21.08% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | -2.57% | 減碼 |
| 18 | WMB | Williams Cos Inc | +0.2% | +19.89% | 加碼 |
| 19 | EQIX | Equinix Inc | +0.2% | +19.20% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建倉 |
| 21 | PANW | Palo Alto Networks Inc | +0.2% | +0.24% | 加碼 |
| 22 | PSX | Phillips 66 | +0.2% | +256.75% | 加碼 |
| 23 | DGX | Quest Diagnostics Inc | +0.2% | +21.53% | 加碼 |
| 24 | JHX | James Hardie Industries plc | +0.2% | +26.64% | 加碼 |
| 25 | WFC | Wells Fargo & Co | +0.1% | -2.29% | 減碼 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -1.95% | 減碼 |
| 27 | HEI | Heico CORP | +0.1% | -0.60% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +28.13% | 加碼 |
| 29 | CARR | Carrier Global CORP | +0.1% | -1.54% | 減碼 |
| 30 | TT | Trane Technologies plc | +0.1% | -7.14% | 減碼 |
| 31 | UBER | Uber Technologies Inc | +0.1% | -0.74% | 減碼 |
| 32 | STLD | Steel Dynamics Inc | +0.1% | +10.37% | 加碼 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | EXIT | 清倉 |
| 34 | CVX | Chevron CORP | -0.2% | -62.64% | 減碼 |
| 35 | OKE | Oneok Inc | -0.2% | -4.03% | 減碼 |
| 36 | HPQ | Hp Inc | -0.2% | -2.21% | 減碼 |
| 37 | KVUE | Kenvue Inc | -0.2% | +3.70% | 加碼 |
| 38 | FISV | Fiserv Inc | -0.2% | — | 不變 |
| 39 | ABBV | Abbvie Inc | -0.3% | +1.85% | 加碼 |
| 40 | MPC | Marathon Petroleum CORP | -0.3% | EXIT | 清倉 |
| 41 | LOW | Lowe's Cos Inc | -0.4% | EXIT | 清倉 |
| 42 | AMGN | Amgen Inc | -0.4% | -4.33% | 減碼 |
| 43 | ZTS | Zoetis Inc | -0.5% | -53.82% | 減碼 |
| 44 | VMC | Vulcan Materials Co | -0.5% | EXIT | 清倉 |
| 45 | PEP | Pepsico Inc | -0.5% | -45.84% | 減碼 |
| 46 | AAPL | Apple Inc | -0.6% | -6.91% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.7% | EXIT | 清倉 |
| 48 | GIS | General Mills Inc | -0.9% | EXIT | 清倉 |
| 49 | AESI | Atlas Energy Solutions Inc | -1% | -91.65% | 減碼 |
| 50 | TMO | Thermo Fisher Scientific Inc | -1.1% | -90.17% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alpine Woods Capital Investors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 155 個公開持股部位。
在 Q2 2025 季度，Alpine Woods Capital Investors, LLC 按市值排列的前三大核心持股分別為：AVGO (5.4%)、WFC (4.1%)、JPM (3.7%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.4% 的權重。
在 Q2 2025 季度中，Alpine Woods Capital Investors, LLC 共進行了 49 項持倉異動，包含新建倉 4 個部位、加碼 17 個部位、減碼 22 個部位以及清倉 6 個部位。 其中最大新建倉標的為 KHC。 本季清倉部位包含 GIS。
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。