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
86 檔
10.1%
Altrius Capital Management Inc 在 Q4 2025 季度的美股部位總計估值為 US$5.3億，分散於 86 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2025 數據顯示 Altrius Capital Management Inc 積極進場，新開立 5 個部位並同步加碼 56 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 RY, BBVA, AZNN）累計市值佔比達 10.1%，是驅動 Altrius Capital Management Inc 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 | RY | Royal Bank Of Canada | 股票-金融 | 2.37% | +0.61% | -1.93% | |
| 2 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 2.25% | +0.32% | -12.79% | |
| 3 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 2.24% | — | -3.76% | |
| 4 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.19% | +0.01% | +0.66% | |
| 5 | BNPQY | BNP Paribas-adr | 股票-其他 | 2.17% | +0.32% | +19.65% | |
| 6 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 2.17% | -0.06% | +0.53% | |
| 7 | RHHBY | Roche Holdings Ltd-spons Adr | 股票-其他 | 2.14% | +0.11% | -1.17% | |
| 8 | ✓ | 股票-其他 | 2.12% | — | +1.62% | ||
| 9 | ABEV | Ambev Sa-adr | 股票-非循環性消費 | 2.11% | -0.01% | -0.22% | |
| 10 | TTE | TotalEnergies SE | 股票-其他 | 2.09% | -0.71% | — | |
| 11 | ✓ | 股票-其他 | 2.05% | — | -14.39% | ||
| 12 | ✓ | Reckitt Benckiser Grp PLC Sponsored Adr | 股票-其他 | 2.04% | — | +1.95% | |
| 13 | BP | Bp Plc-spons Adr | 股票-能源 | 2.03% | -0.73% | -0.97% | |
| 14 | ✓ | 股票-其他 | 2.02% | — | +1.51% | ||
| 15 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.00% | +0.09% | +3.90% | |
| 16 | SNY | Sanofi-adr | 股票-醫療保健 | 2.00% | -0.19% | +1.16% | |
| 17 | AXAHY | Axa -spons Adr | 股票-其他 | 1.98% | +0.14% | +13.20% | |
| 18 | SIEGY | Siemens Ag-spons Adr | 股票-其他 | 1.97% | +0.48% | +1.80% | |
| 19 | ✓ | 股票-其他 | 1.97% | — | +6.47% | ||
| 20 | PUBGY | Publicis Groupe-adr | 股票-其他 | 1.97% | +0.28% | +9.55% | |
| 21 | VCISY | Vinci S.a.-unspons Adr | 股票-其他 | 1.94% | -0.08% | +4.17% | |
| 22 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.86% | +0.04% | -0.48% | |
| 23 | BAESY | Bae Systems PLC -spon Adr | 股票-其他 | 1.85% | -0.31% | +5.52% | |
| 24 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.81% | -0.69% | +16.38% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 1.75% | -2.03% | EXIT | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 1.47% | +0.10% | +14.39% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.30% | +0.03% | +0.59% | |
| 28 | C | Citigroup Inc | 股票-金融 | 1.29% | +0.20% | +1.44% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | -0.01% | -2.02% | |
| 30 | DIVD | Altrius Global Dividend ETF | ETF-其他 | 1.27% | -0.09% | +22.90% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 1.25% | -1.05% | +1.01% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | +0.12% | +5.84% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 1.23% | +0.15% | -9.00% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.22% | -0.14% | -2.85% | |
| 35 | STT | State Street CORP | 股票-金融 | 1.22% | +0.30% | — | |
| 36 | UPS | United Parcel Service-cl B | 股票-工業 | 1.19% | +0.08% | +1.39% | |
| 37 | GD | General Dynamics CORP | 股票-工業 | 1.19% | -1.11% | EXIT | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.19% | +0.18% | -5.21% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | -0.99% | EXIT | |
| 40 | MO | Altria Group Inc | 股票-非循環性消費 | 1.18% | +0.07% | -1.53% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.17% | +1.74% | |
| 42 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 1.16% | -0.14% | +13.36% | |
| 43 | BEN | Franklin Resources Inc | 股票-金融 | 1.16% | +0.35% | +1.48% | |
| 44 | DVN | Devon Energy CORP | 股票-能源 | 1.16% | -0.34% | +5.55% | |
| 45 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.16% | +0.13% | +11.31% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -1.46% | EXIT | |
| 47 | ✓ | 股票-其他 | 1.14% | — | +2.28% | ||
| 48 | DOW | Dow Inc | 股票-原物料 | 1.09% | -0.42% | +2.97% | |
| 49 | PSX | Phillips 66 | 股票-能源 | 1.09% | -0.18% | -0.83% | |
| 50 | EMN | Eastman Chemical Co | 股票-原物料 | 1.09% | -0.19% | +2.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BNPQY | BNP Paribas-adr | +0.3% | +19.65% | 加碼 |
| 2 | ✓ | +0.3% | +1.51% | 加碼 | |
| 3 | RHHBY | Roche Holdings Ltd-spons Adr | +0.3% | -1.17% | 減碼 |
| 4 | DIVD | Altrius Global Dividend ETF | +0.2% | +22.90% | 加碼 |
| 5 | BSJU | Invesco Bulletshares 2030 Hy | +0.2% | +420.30% | 加碼 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +0.59% | 加碼 |
| 7 | PUBGY | Publicis Groupe-adr | +0.2% | +9.55% | 加碼 |
| 8 | ✓ | +0.2% | +25.13% | 加碼 | |
| 9 | ✓ | +0.2% | +1.62% | 加碼 | |
| 10 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | -3.76% | 減碼 |
| 11 | TSN | Tyson Foods Inc-cl A | +0.1% | +13.36% | 加碼 |
| 12 | UPS | United Parcel Service-cl B | +0.1% | +1.39% | 加碼 |
| 13 | RY | Royal Bank Of Canada | +0.1% | -1.93% | 減碼 |
| 14 | TM | Toyota Motor CORP -spon Adr | +0.1% | +0.53% | 加碼 |
| 15 | AXAHY | Axa -spons Adr | +0.1% | +13.20% | 加碼 |
| 16 | C | Citigroup Inc | +0.1% | +1.44% | 加碼 |
| 17 | PM | Philip Morris International | +0.1% | +14.39% | 加碼 |
| 18 | LLY | Eli Lilly & Co | +0.1% | -0.41% | 減碼 |
| 19 | ABEV | Ambev Sa-adr | +0.1% | -0.22% | 減碼 |
| 20 | BTI | British American Tob-sp Adr | +0.1% | +3.90% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.01% | 加碼 |
| 22 | HBAN | Huntington Bancshares Inc | 0% | +11.31% | 加碼 |
| 23 | DVN | Devon Energy CORP | 0% | +5.55% | 加碼 |
| 24 | JNJ | Johnson & Johnson | 0% | -2.02% | 減碼 |
| 25 | IVLU | Ishares Msci International V | 0% | +9.81% | 加碼 |
| 26 | NVS | Novartis Ag-sponsored Adr | 0% | +0.66% | 加碼 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +5.84% | 加碼 |
| 28 | XOM | Exxon Mobil CORP | 0% | +1.74% | 加碼 |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.42% | 加碼 |
| 30 | NSRGY | Nestle Sa-spons Adr | — | -0.48% | 減碼 |
| 31 | GILD | Gilead Sciences Inc | — | -2.85% | 減碼 |
| 32 | AAPL | Apple Inc | — | +1.18% | 加碼 |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | +4.88% | 加碼 |
| 34 | DOL | Wisdomtree Tr Dvlp Intnl-usd | — | -0.29% | 減碼 |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +6.31% | 加碼 |
| 36 | ✓ | — | — | 不變 | |
| 37 | AOA | Ishares Core 80/20 Aggressiv | — | +0.29% | 加碼 |
| 38 | MSFT | Microsoft CORP | — | +7.31% | 加碼 |
| 39 | MDLZ | Mondelez International Inc-a | 0% | +2.75% | 加碼 |
| 40 | AFL | Aflac Inc | 0% | — | 不變 |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不變 |
| 42 | ✓ | 0% | -2.00% | 減碼 | |
| 43 | ✓ | Reckitt Benckiser Grp PLC Sponsored Adr | 0% | +1.95% | 加碼 |
| 44 | APD | Air Products & Chemicals Inc | 0% | +16.45% | 加碼 |
| 45 | VCISY | Vinci S.a.-unspons Adr | 0% | +4.17% | 加碼 |
| 46 | IBM | Intl Business Machines CORP | 0% | +0.44% | 加碼 |
| 47 | BEN | Franklin Resources Inc | 0% | +1.48% | 加碼 |
| 48 | DOW | Dow Inc | 0% | +2.97% | 加碼 |
| 49 | KHC | Kraft Heinz Co/the | 0% | +12.53% | 加碼 |
| 50 | ✓ | 0% | -7.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Altrius Capital Management Inc 在 Q4 2025 季度的美股持倉總市值約為 US$5.3億，共申報了 86 個公開持股部位。
在 Q4 2025 季度，Altrius Capital Management Inc 按市值排列的前三大核心持股分別為：RY (2.4%)、BBVA (2.3%)、AZNN (2.2%)。其中最大持股部位 RY 佔據整體投資組合約 2.4% 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
TTE
市值: US$984.6萬
本季最大獲利了結 / 清倉標的
TotalEnergies SE
前期市值: US$882.4萬
在 Q4 2025 季度中，Altrius Capital Management Inc 共進行了 87 項持倉異動，包含新建倉 5 個部位、加碼 56 個部位、減碼 22 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TTE。 本季清倉部位包含 TotalEnergies SE。
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。