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
152 檔
19.3%
Alpine Woods Capital Investors, LLC 在 Q3 2025 季度的美股部位總計估值為 US$4.6億，分散於 152 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Alpine Woods Capital Investors, LLC 採取防禦導向的調倉策略，本季減碼 17 檔個股並出清 14 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 AVGO, JPM, AAPL）累計市值佔比達 19.3%，是驅動 Alpine Woods Capital Investors, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 6.20% | +0.06% | -1.27% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.90% | +0.18% | +0.14% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.66% | +0.04% | +7.07% | |
| 4 | WFC | Wells Fargo & Co | 股票-金融 | 3.47% | +1.01% | -16.42% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.41% | +0.03% | +0.26% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | +0.15% | +4.44% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.79% | -0.74% | -1.55% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 2.42% | -0.46% | +1.27% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.29% | -5.54% | +0.87% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.89% | +0.06% | -1.06% | |
| 11 | BAC | Bank Of America CORP | 股票-金融 | 1.68% | +0.17% | -14.53% | |
| 12 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.62% | -0.56% | +4.51% | |
| 13 | EQIX | Equinix Inc | 股票-房地產 | 1.61% | — | -13.54% | |
| 14 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.56% | -0.18% | +3.38% | |
| 15 | CMI | Cummins Inc | 股票-工業 | 1.53% | +0.38% | +3.16% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.53% | +0.03% | +1.85% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.52% | +0.16% | +0.82% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.37% | +0.37% | +2.26% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.33% | +0.02% | -15.89% | |
| 20 | SO | Southern Co/the | 股票-公用事業 | 1.32% | -0.18% | -1.58% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.30% | -0.21% | +0.49% | |
| 22 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.26% | +0.45% | -19.42% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.22% | +0.06% | +0.95% | |
| 24 | WMB | Williams Cos Inc | 股票-能源 | 1.20% | -0.07% | +3.16% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | -0.15% | +0.26% | |
| 26 | SBAC | Sba Communications CORP | 股票-房地產 | 1.15% | -0.16% | — | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.14% | -0.35% | EXIT | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.13% | -0.33% | +148.22% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 1.11% | +0.15% | +5.87% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.07% | +0.01% | — | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 1.06% | -0.45% | +0.42% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.03% | -0.17% | -5.86% | |
| 33 | TTEK | Tetra Tech Inc | 股票-工業 | 1.02% | -0.61% | EXIT | |
| 34 | EVRG | Evergy Inc | 股票-公用事業 | 1.02% | -0.11% | +15.32% | |
| 35 | HEI | Heico CORP | 股票-工業 | 0.97% | +0.10% | +0.38% | |
| 36 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.95% | +0.29% | -0.75% | |
| 37 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.91% | -0.15% | -25.75% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.91% | +0.01% | +9.07% | |
| 39 | DOX | Amdocs Limited | 股票-科技 | 0.89% | — | +10.12% | |
| 40 | URI | United Rentals Inc | 股票-工業 | 0.84% | +0.35% | -0.53% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.82% | +0.01% | +3.29% | |
| 42 | HPQ | Hp Inc | 股票-科技 | 0.82% | — | -28.08% | |
| 43 | SNA | Snap-on Inc | 股票-工業 | 0.79% | — | -0.86% | |
| 44 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.78% | -0.14% | -11.43% | |
| 45 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.70% | -0.14% | EXIT | |
| 46 | UBER | Uber Technologies Inc | 股票-工業 | 0.68% | +0.22% | +0.53% | |
| 47 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.67% | -0.09% | -0.25% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.67% | +0.01% | — | |
| 49 | LNG | Cheniere Energy Inc | 股票-能源 | 0.67% | -0.42% | +1.06% | |
| 50 | VRNS | Varonis Systems Inc | 股票-科技 | 0.65% | — | +62.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.7% | -1.27% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1% | +0.26% | 減碼 |
| 3 | AEM | Agnico Eagle Mines LTD | +1% | -1.55% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.9% | +0.87% | 加碼 |
| 5 | EVRG | Evergy Inc | +0.8% | +15.32% | 加碼 |
| 6 | LHX | L3harris Technologies Inc | +0.7% | +1.27% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.6% | +4.44% | 減碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.6% | +0.14% | 減碼 |
| 9 | CMI | Cummins Inc | +0.6% | +3.16% | 加碼 |
| 10 | MA | Mastercard Inc - A | +0.4% | +17.01% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | — | 減碼 |
| 12 | J | Jacobs Solutions Inc | +0.3% | +217.68% | 加碼 |
| 13 | STLD | Steel Dynamics Inc | +0.3% | +4.51% | 加碼 |
| 14 | PSX | Phillips 66 | +0.3% | +17.87% | 加碼 |
| 15 | URI | United Rentals Inc | +0.2% | -0.53% | 減碼 |
| 16 | LRCX | Lam Research CORP | +0.2% | +3.92% | 加碼 |
| 17 | AAPL | Apple Inc | +0.2% | +7.07% | 減碼 |
| 18 | WMB | Williams Cos Inc | +0.2% | +3.16% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.2% | +0.95% | 減碼 |
| 20 | PANW | Palo Alto Networks Inc | +0.2% | +2.26% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.2% | +148.22% | 加碼 |
| 22 | CPAY | Corpay Inc | -0.4% | -63.82% | 減碼 |
| 23 | OKE | Oneok Inc | -0.4% | -19.93% | 減碼 |
| 24 | HPQ | Hp Inc | -0.5% | -28.08% | 減碼 |
| 25 | GTLS | Chart Industries Inc | -0.5% | -83.17% | 減碼 |
| 26 | MDLZ | Mondelez International Inc-a | -0.5% | -25.75% | 減碼 |
| 27 | AMGN | Amgen Inc | -0.6% | -15.89% | 減碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -1.1% | +1.95% | 減碼 |
| 29 | KVUE | Kenvue Inc | -1.1% | -56.86% | 減碼 |
| 30 | CARR | Carrier Global CORP | -1.2% | -65.26% | 減碼 |
| 31 | SBAC | Sba Communications CORP | — | NEW | 新建倉 |
| 32 | AESI | Atlas Energy Solutions Inc | — | EXIT | 清倉 |
| 33 | TECK | Teck Resources Ltd-cls B | — | EXIT | 清倉 |
| 34 | GIS | General Mills Inc | — | EXIT | 清倉 |
| 35 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 36 | ZTS | Zoetis Inc | — | EXIT | 清倉 |
| 37 | MRK | Merck & Co. Inc. | — | EXIT | 清倉 |
| 38 | VRNS | Varonis Systems Inc | — | NEW | 新建倉 |
| 39 | KHC | Kraft Heinz Co/the | — | NEW | 新建倉 |
| 40 | PRU | Prudential Financial Inc | — | NEW | 新建倉 |
| 41 | VMC | Vulcan Materials Co | — | EXIT | 清倉 |
| 42 | IOT | Samsara Inc-cl A | — | NEW | 新建倉 |
| 43 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 44 | JHX | James Hardie Industries plc | — | EXIT | 清倉 |
| 45 | LOW | Lowe's Cos Inc | — | EXIT | 清倉 |
| 46 | REGN | Regeneron Pharmaceuticals | — | EXIT | 清倉 |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 48 | ZM | Zoom Communications Inc | — | NEW | 新建倉 |
| 49 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 50 | MPC | Marathon Petroleum CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Alpine Woods Capital Investors, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 152 個公開持股部位。
在 Q3 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 (6.2%)、JPM (3.9%)、AAPL (3.7%)。其中最大持股部位 AVGO 佔據整體投資組合約 6.2% 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
SBAC
市值: US$495.0萬
本季最大獲利了結 / 清倉標的
AESI
前期市值: US$406.9萬
在 Q3 2025 季度中，Alpine Woods Capital Investors, LLC 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 13 個部位、減碼 17 個部位以及清倉 14 個部位。 其中最大新建倉標的為 SBAC。 本季清倉部位包含 AESI。
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。