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: 0001940646
申報總市值
US$5.3億
US$5.3億
85 檔
9.4%
根據最新整理的 13F 季度數據集，Altrius Capital Management Inc 於 Q3 2025 結束時的管理資產規模為 US$5.3億。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。
Altrius Capital Management Inc 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 42 檔持股的同時，亦同步清倉 10 檔並減碼 33 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 BBVA, BAESY, ）占據了總市值的 9.4%，展現出該機構在 Q3 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 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 2.29% | +0.32% | -22.24% | |
| 2 | BAESY | Bae Systems PLC -spon Adr | 股票-其他 | 2.27% | -0.31% | -7.18% | |
| 3 | ✓ | 股票-其他 | 2.27% | — | +2.34% | ||
| 4 | RY | Royal Bank Of Canada | 股票-金融 | 2.25% | +0.61% | -6.20% | |
| 5 | BP | Bp Plc-spons Adr | 股票-能源 | 2.19% | -0.73% | +0.60% | |
| 6 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.18% | +0.01% | -5.68% | |
| 7 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.09% | — | +1.30% | |
| 8 | ✓ | 股票-其他 | 2.09% | — | -7.38% | ||
| 9 | SNY | Sanofi-adr | 股票-醫療保健 | 2.07% | -0.19% | +15.85% | |
| 10 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 2.07% | -0.06% | +4.68% | |
| 11 | ✓ | Reckitt Benckiser Grp PLC Sponsored Adr | 股票-其他 | 2.06% | — | -10.01% | |
| 12 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 2.05% | -0.01% | +1.50% | |
| 13 | ✓ | TotalEnergies SE | 股票-其他 | 2.01% | — | +6.51% | |
| 14 | SIEGY | Siemens Ag-spons Adr | 股票-其他 | 2.01% | +0.48% | -7.06% | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.99% | -2.03% | EXIT | |
| 16 | VCISY | Vinci S.a.-unspons Adr | 股票-其他 | 1.97% | -0.08% | +7.24% | |
| 17 | ✓ | 股票-其他 | 1.96% | — | — | ||
| 18 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.94% | +0.09% | -18.67% | |
| 19 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.89% | -0.69% | +19.72% | |
| 20 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 1.89% | +0.11% | +4.02% | |
| 21 | AXAHY | Axa -spons Adr | 股票-其他 | 1.88% | +0.14% | -7.69% | |
| 22 | BNPQY | BNP Paribas-adr | 股票-其他 | 1.87% | +0.32% | -8.04% | |
| 23 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.86% | +0.04% | +10.46% | |
| 24 | PUBGY | Publicis Groupe-adr | 股票-其他 | 1.80% | +0.28% | — | |
| 25 | ✓ | 股票-其他 | 1.74% | — | +3.01% | ||
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 1.47% | +0.07% | -0.70% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 1.40% | +0.10% | -17.11% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.37% | +0.18% | +0.38% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | +0.15% | -0.58% | |
| 30 | GD | General Dynamics CORP | 股票-工業 | 1.34% | -1.11% | EXIT | |
| 31 | GNTX | Gentex CORP | 股票-循環性消費 | 1.31% | +0.14% | +0.64% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.27% | -0.01% | +0.45% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 1.27% | -0.17% | +11.09% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 1.25% | -0.18% | +1.95% | |
| 35 | BXP | Bxp Inc | 股票-房地產 | 1.25% | +0.26% | +10.08% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | +0.12% | -22.02% | |
| 37 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.22% | -0.14% | +0.40% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 1.21% | -0.99% | EXIT | |
| 39 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 1.21% | +0.27% | +0.67% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 1.20% | — | -20.02% | |
| 41 | BEN | Franklin Resources Inc | 股票-金融 | 1.19% | +0.35% | -0.18% | |
| 42 | C | Citigroup Inc | 股票-金融 | 1.19% | +0.20% | -29.49% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | -1.05% | -16.92% | |
| 44 | ✓ | 股票-其他 | 1.19% | — | +1.23% | ||
| 45 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.18% | — | +1.31% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.16% | -0.24% | +2.03% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 1.16% | -0.31% | +2.02% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 1.13% | -1.46% | EXIT | |
| 49 | DVN | Devon Energy CORP | 股票-能源 | 1.13% | -0.34% | +4.86% | |
| 50 | EMN | Eastman Chemical Co | 股票-原物料 | 1.13% | -0.19% | +37.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DIVD | Altrius Global Dividend ETF | +0.8% | +10.70% | 加碼 |
| 2 | BAESY | Bae Systems PLC -spon Adr | +0.3% | -7.18% | 減碼 |
| 3 | ✓ | +0.3% | -7.38% | 加碼 | |
| 4 | GNTX | Gentex CORP | +0.3% | +0.64% | 加碼 |
| 5 | RY | Royal Bank Of Canada | +0.3% | -6.20% | 減碼 |
| 6 | GD | General Dynamics CORP | +0.2% | +0.13% | 加碼 |
| 7 | ✓ | +0.2% | +0.41% | 加碼 | |
| 8 | LMT | Lockheed Martin CORP | +0.2% | +11.09% | 加碼 |
| 9 | BAC | Bank Of America CORP | +0.2% | -0.58% | 減碼 |
| 10 | PSX | Phillips 66 | +0.2% | +1.95% | 加碼 |
| 11 | ✓ | Reckitt Benckiser Grp PLC Sponsored Adr | +0.2% | -10.01% | 加碼 |
| 12 | BXP | Bxp Inc | +0.2% | +10.08% | 加碼 |
| 13 | ✓ | +0.1% | +2.34% | 加碼 | |
| 14 | TM | Toyota Motor CORP -spon Adr | +0.1% | +4.68% | 加碼 |
| 15 | MSM | Msc Industrial Direct Co-a | +0.1% | +0.67% | 加碼 |
| 16 | BEN | Franklin Resources Inc | +0.1% | -0.18% | 減碼 |
| 17 | ✓ | +0.1% | +51.86% | 加碼 | |
| 18 | CAT | Caterpillar Inc | +0.1% | -20.02% | 減碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +0.45% | 加碼 |
| 20 | EMN | Eastman Chemical Co | +0.1% | +37.85% | 加碼 |
| 21 | DOW | Dow Inc | +0.1% | +42.69% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +0.38% | 加碼 |
| 23 | ETN | Eaton Corporation plc | +0.1% | -20.35% | 減碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +3.71% | 加碼 |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +7.24% | 加碼 |
| 26 | BBVA | Banco Bilbao Vizcaya-sp Adr | 0% | -22.24% | 減碼 |
| 27 | VCISY | Vinci S.a.-unspons Adr | 0% | +7.24% | 減碼 |
| 28 | PFE | Pfizer Inc | 0% | +3.47% | 加碼 |
| 29 | SIEGY | Siemens Ag-spons Adr | 0% | -7.06% | 減碼 |
| 30 | PEP | Pepsico Inc | 0% | +0.85% | 加碼 |
| 31 | NVS | Novartis Ag-sponsored Adr | 0% | -5.68% | 減碼 |
| 32 | ✓ | 0% | +3.01% | 加碼 | |
| 33 | MO | Altria Group Inc | 0% | -0.70% | 減碼 |
| 34 | AAPL | Apple Inc | 0% | -2.74% | 減碼 |
| 35 | MSFT | Microsoft CORP | 0% | +5.71% | 加碼 |
| 36 | DVN | Devon Energy CORP | — | +4.86% | 加碼 |
| 37 | AOA | Ishares Core 80/20 Aggressiv | — | +0.29% | 減碼 |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | -0.49% | 減碼 |
| 39 | IVV | Ishares Core S&p 500 ETF | — | -9.35% | 減碼 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | 0% | +1.30% | 加碼 |
| 41 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | +4.02% | 加碼 |
| 42 | MDLZ | Mondelez International Inc-a | 0% | +0.63% | 加碼 |
| 43 | AFL | Aflac Inc | 0% | — | 減碼 |
| 44 | ✓ | 0% | -14.75% | 減碼 | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | 0% | -12.87% | 減碼 |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -25.76% | 減碼 |
| 47 | LYB | LyondellBasell Industries N.V. | 0% | +19.72% | 加碼 |
| 48 | LLY | Eli Lilly & Co | 0% | — | 減碼 |
| 49 | PG | Procter & Gamble Co/the | -0.1% | +11.71% | 加碼 |
| 50 | BP | Bp Plc-spons Adr | -0.1% | +0.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Altrius Capital Management Inc 在 Q3 2025 季度的美股持倉總市值約為 US$5.3億，共申報了 85 個公開持股部位。
在 Q3 2025 季度，Altrius Capital Management Inc 按市值排列的前三大核心持股分別為：BBVA (2.3%)、BAESY (2.3%)、 (2.3%)。其中最大持股部位 BBVA 佔據整體投資組合約 2.3% 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
市值: US$859.5萬
本季最大獲利了結 / 清倉標的
CNH
前期市值: US$824.9萬
在 Q3 2025 季度中，Altrius Capital Management Inc 共進行了 94 項持倉異動，包含新建倉 9 個部位、加碼 42 個部位、減碼 33 個部位以及清倉 10 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 CNH。
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。