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: 0001818897
申報總市值
US$5.2億
US$5.2億
107 檔
38.2%
Am Investment Strategies LLC 在 Q2 2025 季度的美股部位總計估值為 US$5.2億，分散於 107 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Am Investment Strategies LLC 積極進場，新開立 6 個部位並同步加碼 28 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Am Investment Strategies LLC 的前 5 大核心持股（包含 AAPL, BRK-B, AMZN 等）合計佔整體申報市值的 38.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 14.43% | +0.16% | -10.43% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 14.26% | -1.03% | +6.77% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 10.57% | -0.04% | -20.88% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.78% | -0.40% | -16.36% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.78% | +0.42% | +4.48% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 3.59% | +0.02% | +39.58% | |
| 7 | GE | General Electric | 股票-工業 | 3.57% | +0.55% | +0.40% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.33% | +1.23% | |
| 9 | SRAD | Sportradar Group AG | 股票-其他 | 3.04% | -0.32% | +886.70% | |
| 10 | USB | US Bancorp | 股票-金融 | 2.45% | +0.04% | -0.24% | |
| 11 | RJF | Raymond James Financial Inc | 股票-金融 | 2.31% | -0.17% | +0.01% | |
| 12 | APO | Apollo Global Management Inc | 股票-金融 | 2.20% | -0.12% | +4.75% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | +0.01% | +19.52% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 2.14% | -0.28% | +1.08% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.78% | +0.85% | +113.24% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.76% | -0.09% | -1.05% | |
| 17 | GEV | GE Vernova Inc | 股票-工業 | 1.23% | +0.33% | +0.55% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 1.22% | -0.22% | +21.52% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.06% | -58.44% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 0.88% | -0.04% | +1.77% | |
| 21 | EPD | Enterprise Products Partners | 股票-能源 | 0.87% | -0.15% | +3.02% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.14% | -1.07% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | -0.19% | +35.76% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 0.73% | +0.09% | +0.62% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.10% | +0.45% | |
| 26 | ONB | Old National Bancorp | 股票-金融 | 0.67% | +0.02% | — | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 0.56% | -0.06% | +1.06% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.51% | -0.03% | -40.00% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 0.51% | -0.16% | -3.45% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | +0.10% | +5.10% | |
| 31 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.51% | -0.10% | +26.53% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.49% | +0.28% | +21.13% | |
| 33 | FHN | First Horizon CORP | 股票-金融 | 0.47% | -0.01% | +0.13% | |
| 34 | SBCF | Seacoast Banking Corp/fl | 股票-其他 | 0.46% | -0.02% | +16.68% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | — | +37.15% | |
| 36 | HSTM | Healthstream Inc | 股票-其他 | 0.38% | +0.02% | — | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | -0.12% | +0.54% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.36% | +0.12% | +0.03% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.35% | -0.03% | +0.75% | |
| 40 | USLM | United States Lime & Mineral | 股票-其他 | 0.35% | -0.13% | — | |
| 41 | STWD | Starwood Property Trust Inc | 股票-房地產 | 0.34% | -0.28% | EXIT | |
| 42 | ARI | Apollo Commercial Real Estat | 股票-其他 | 0.34% | — | +29.29% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | — | -1.78% | |
| 44 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 0.33% | -0.07% | — | |
| 45 | PNW | Pinnacle West Capital Corporation | 股票-公用事業 | 0.30% | — | +0.11% | |
| 46 | SYU1 | Synovus Financial CORP | 股票-其他 | 0.29% | — | +27.22% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.29% | +0.03% | +15.41% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.29% | +1.35% | +55.87% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.28% | +0.04% | +8.37% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.28% | -0.02% | -7.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SRAD | Sportradar Group AG | +2.8% | +886.70% | 加碼 |
| 2 | TSLA | Tesla Inc | +1.4% | +39.58% | 加碼 |
| 3 | ASML | ASML Holding N.V. | +1.1% | +113.24% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.9% | +19.52% | 加碼 |
| 5 | MSFT | Microsoft CORP | +0.7% | +1.23% | 加碼 |
| 6 | GE | General Electric | +0.7% | +0.40% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.5% | +0.55% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +4.48% | 加碼 |
| 9 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +21.52% | 加碼 |
| 10 | FLO | Flowers Foods Inc | +0.3% | NEW | 新建倉 |
| 11 | WMT | Walmart Inc | +0.2% | +35.76% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.05% | 減碼 |
| 13 | MU | Micron Technology Inc | +0.2% | +55.87% | 加碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +37.15% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | +21.13% | 加碼 |
| 16 | RJF | Raymond James Financial Inc | +0.1% | +0.01% | 加碼 |
| 17 | MS | Morgan Stanley | +0.1% | +0.62% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.03% | 加碼 |
| 19 | CIFR | Cipher Digital Inc | +0.1% | — | 不變 |
| 20 | BF-B | Brown-forman Corp-class B | +0.1% | +113.47% | 加碼 |
| 21 | SBCF | Seacoast Banking Corp/fl | +0.1% | +16.68% | 加碼 |
| 22 | SYU1 | Synovus Financial CORP | +0.1% | +27.22% | 加碼 |
| 23 | ARI | Apollo Commercial Real Estat | +0.1% | +29.29% | 加碼 |
| 24 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15.41% | 加碼 |
| 25 | BA | Boeing Co/the | +0.1% | NEW | 新建倉 |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建倉 |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | +25.14% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -16.36% | 減碼 |
| 29 | APO | Apollo Global Management Inc | +0.1% | +4.75% | 加碼 |
| 30 | STWD | Starwood Property Trust Inc | +0.1% | +25.60% | 加碼 |
| 31 | HUT | Hut 8 CORP | +0.1% | — | 不變 |
| 32 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 33 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 34 | UNP | Union Pacific CORP | +0.1% | NEW | 新建倉 |
| 35 | GEHC | GE Healthcare Technology | +0.1% | +26.53% | 加碼 |
| 36 | USB | US Bancorp | 0% | -0.24% | 減碼 |
| 37 | HSTM | Healthstream Inc | -0.1% | — | 不變 |
| 38 | SMR | Nuscale Power CORP | -0.1% | EXIT | 清倉 |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -7.69% | 減碼 |
| 40 | AMGN | Amgen Inc | -0.1% | +1.06% | 加碼 |
| 41 | UPS | United Parcel Service-cl B | -0.1% | -3.45% | 減碼 |
| 42 | EPD | Enterprise Products Partners | -0.1% | +3.02% | 加碼 |
| 43 | TDG | Transdigm Group Inc | -0.2% | EXIT | 清倉 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -40.00% | 減碼 |
| 45 | C | Citigroup Inc | -0.7% | EXIT | 清倉 |
| 46 | GS | Goldman Sachs Group Inc | -1% | -58.44% | 減碼 |
| 47 | BMY | Bristol-myers Squibb Co | -1.1% | -80.36% | 減碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +6.77% | 加碼 |
| 49 | AMZN | Amazon.com Inc | -1.7% | -20.88% | 減碼 |
| 50 | AAPL | Apple Inc | -4% | -10.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Am Investment Strategies LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 107 個公開持股部位。
在 Q2 2025 季度，Am Investment Strategies LLC 按市值排列的前三大核心持股分別為：AAPL (14.4%)、BRK-B (14.3%)、AMZN (10.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 14.4% 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
FLO
市值: US$140.8萬
本季最大獲利了結 / 清倉標的
C
前期市值: US$300.0萬
在 Q2 2025 季度中，Am Investment Strategies LLC 共進行了 47 項持倉異動，包含新建倉 6 個部位、加碼 28 個部位、減碼 10 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FLO。 本季清倉部位包含 C。
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。