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
174 檔
19.9%
截至 Q4 2025 季度末，Alpine Woods Capital Investors, LLC 的美股持倉估值約為 US$4.6億，全數申報部位共有 174 檔。
Alpine Woods Capital Investors, LLC 在 Q4 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Alpine Woods Capital Investors, LLC 的前 5 大持股（包含 AVGO, GOOG, WFC）貢獻了組合市值的 19.9%，形成該機構在 Q4 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 | AVGO | Broadcom Inc | 股票-科技 | 5.71% | +0.06% | -14.40% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.49% | +0.03% | -0.31% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 3.95% | +1.01% | — | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.95% | +0.04% | -1.31% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.71% | +0.18% | -9.03% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.05% | +0.15% | -0.08% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.69% | -0.74% | -6.38% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 2.32% | -0.46% | -2.89% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | -5.54% | -2.26% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.86% | +0.17% | +1.08% | |
| 11 | CMI | Cummins Inc | 股票-工業 | 1.80% | +0.38% | -4.90% | |
| 12 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.62% | -0.56% | -19.81% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.58% | +0.06% | -17.09% | |
| 14 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.51% | -0.18% | +4.54% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.49% | +0.02% | -6.20% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.44% | +0.03% | -12.49% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | +0.01% | -0.43% | |
| 18 | SBAC | Sba Communications CORP | 股票-房地產 | 1.37% | -0.16% | +15.80% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | -0.15% | -1.84% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.34% | -0.33% | +13.28% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.33% | -0.17% | -0.12% | |
| 22 | SO | Southern Co/the | 股票-公用事業 | 1.16% | -0.18% | -7.12% | |
| 23 | EVRG | Evergy Inc | 股票-公用事業 | 1.15% | -0.11% | +15.93% | |
| 24 | TXN | Texas Instruments Inc | 股票-科技 | 1.08% | +0.15% | +0.28% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.06% | +0.16% | -20.22% | |
| 26 | WMB | Williams Cos Inc | 股票-能源 | 1.04% | -0.07% | -10.93% | |
| 27 | MSI | Motorola Solutions Inc | 股票-科技 | 1.03% | -0.21% | -8.25% | |
| 28 | EQIX | Equinix Inc | 股票-房地產 | 0.97% | — | -39.81% | |
| 29 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.94% | -0.78% | — | |
| 30 | ORI | Old Republic Intl CORP | 股票-金融 | 0.87% | — | — | |
| 31 | HEI | Heico CORP | 股票-工業 | 0.85% | +0.10% | -14.82% | |
| 32 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.84% | +0.29% | -18.56% | |
| 33 | LNG | Cheniere Energy Inc | 股票-能源 | 0.82% | -0.42% | +45.14% | |
| 34 | TTEK | Tetra Tech Inc | 股票-工業 | 0.82% | -0.61% | EXIT | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.81% | +0.01% | -9.24% | |
| 36 | TT | Trane Technologies plc | 股票-工業 | 0.81% | +0.01% | -5.81% | |
| 37 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.80% | -0.14% | +10.74% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.77% | +0.37% | -39.15% | |
| 39 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.76% | -0.14% | EXIT | |
| 40 | HESM | Hess Midstream LP - Class A | 股票-其他 | 0.73% | -0.21% | — | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.73% | +0.35% | -0.16% | |
| 42 | PRU | Prudential Financial Inc | 股票-金融 | 0.71% | -0.30% | EXIT | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.69% | -0.45% | +711.51% | |
| 44 | SNA | Snap-on Inc | 股票-工業 | 0.69% | — | -14.95% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.67% | +0.01% | — | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.64% | +0.45% | -50.00% | |
| 47 | RS | Reliance Inc | 股票-原物料 | 0.62% | +0.01% | +7.10% | |
| 48 | FLS | Flowserve CORP | 股票-工業 | 0.59% | +0.06% | NEW | |
| 49 | EMR | Emerson Electric Co | 股票-工業 | 0.58% | -0.16% | +8.50% | |
| 50 | SPG | Simon Property Group Inc | 股票-房地產 | 0.58% | +0.01% | +9.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -0.31% | 減碼 |
| 2 | WFC | Wells Fargo & Co | +0.5% | — | 不變 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.43% | 減碼 |
| 4 | ISRG | Intuitive Surgical Inc | +0.3% | -0.12% | 減碼 |
| 5 | AAPL | Apple Inc | +0.3% | -1.31% | 減碼 |
| 6 | CMI | Cummins Inc | +0.3% | -4.90% | 減碼 |
| 7 | SBAC | Sba Communications CORP | +0.2% | +15.80% | 加碼 |
| 8 | PEP | Pepsico Inc | +0.2% | +13.28% | 加碼 |
| 9 | AGI | Alamos Gold Inc-class A | +0.2% | +285.21% | 加碼 |
| 10 | PRU | Prudential Financial Inc | +0.2% | +22.79% | 加碼 |
| 11 | AEM | Agnico Eagle Mines LTD | -0.1% | -6.38% | 減碼 |
| 12 | MSFT | Microsoft CORP | -0.1% | -0.08% | 減碼 |
| 13 | UBER | Uber Technologies Inc | -0.2% | -8.66% | 減碼 |
| 14 | SO | Southern Co/the | -0.2% | -7.12% | 減碼 |
| 15 | WMB | Williams Cos Inc | -0.2% | -10.93% | 減碼 |
| 16 | LH | Labcorp Holdings Inc | -0.2% | -18.49% | 減碼 |
| 17 | JPM | Jpmorgan Chase & Co | -0.2% | -9.03% | 減碼 |
| 18 | TTEK | Tetra Tech Inc | -0.2% | -21.74% | 減碼 |
| 19 | VRTX | Vertex Pharmaceuticals Inc | -0.3% | -68.29% | 減碼 |
| 20 | IOT | Samsara Inc-cl A | -0.3% | -54.85% | 減碼 |
| 21 | MSI | Motorola Solutions Inc | -0.3% | -8.25% | 減碼 |
| 22 | ABBV | Abbvie Inc | -0.3% | -17.09% | 減碼 |
| 23 | HPQ | Hp Inc | -0.3% | -26.50% | 減碼 |
| 24 | KHC | Kraft Heinz Co/the | -0.3% | -57.31% | 減碼 |
| 25 | DOX | Amdocs Limited | -0.4% | -39.73% | 減碼 |
| 26 | NFLX | Netflix Inc | -0.4% | +711.51% | 加碼 |
| 27 | MDLZ | Mondelez International Inc-a | -0.4% | -35.12% | 減碼 |
| 28 | CARR | Carrier Global CORP | -0.4% | -89.10% | 減碼 |
| 29 | HD | Home Depot Inc | -0.5% | -20.22% | 減碼 |
| 30 | AVGO | Broadcom Inc | -0.5% | -14.40% | 減碼 |
| 31 | PANW | Palo Alto Networks Inc | -0.6% | -39.15% | 減碼 |
| 32 | ICE | Intercontinental Exchange In | -0.6% | -52.68% | 減碼 |
| 33 | BKNG | Booking Holdings Inc | -0.6% | -50.00% | 減碼 |
| 34 | EQIX | Equinix Inc | -0.6% | -39.81% | 減碼 |
| 35 | VRNS | Varonis Systems Inc | -0.6% | -1.59% | 減碼 |
| 36 | META | Meta Platforms Inc-class A | -0.7% | -51.28% | 減碼 |
| 37 | STZ | Constellation Brands Inc-a | — | NEW | 新建倉 |
| 38 | ORI | Old Republic Intl CORP | — | NEW | 新建倉 |
| 39 | HESM | Hess Midstream LP - Class A | — | NEW | 新建倉 |
| 40 | OKE | Oneok Inc | — | EXIT | 清倉 |
| 41 | HNGE | Hinge Health Inc-a | — | NEW | 新建倉 |
| 42 | KVUE | Kenvue Inc | — | EXIT | 清倉 |
| 43 | FIGR | Figure Technology Solut-cl A | — | NEW | 新建倉 |
| 44 | WKC | World Kinect CORP | — | NEW | 新建倉 |
| 45 | RGEN | Repligen CORP | — | NEW | 新建倉 |
| 46 | AVAV | Aerovironment Inc | — | NEW | 新建倉 |
| 47 | CPAY | Corpay Inc | — | EXIT | 清倉 |
| 48 | JEF | Jefferies Financial Group In | — | EXIT | 清倉 |
| 49 | RBRK | Rubrik Inc-a | — | NEW | 新建倉 |
| 50 | UPST | Upstart Holdings Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Alpine Woods Capital Investors, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$4.6億，共申報了 174 個公開持股部位。
在 Q4 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 (5.7%)、GOOG (4.5%)、WFC (4.0%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.7% 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
STZ
市值: US$396.6萬
本季最大獲利了結 / 清倉標的
OKE
前期市值: US$210.2萬
在 Q4 2025 季度中，Alpine Woods Capital Investors, LLC 共進行了 49 項持倉異動，包含新建倉 10 個部位、加碼 5 個部位、減碼 30 個部位以及清倉 4 個部位。 其中最大新建倉標的為 STZ。 本季清倉部位包含 OKE。
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。