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: 0000919192
申報總市值
US$144.7億
US$144.7億
2971 檔
17.6%
根據最新整理的 13F 季度數據集，Amalgamated Bank 於 Q1 2025 結束時的管理資產規模為 US$144.7億。該機構在本季度申報了 2971 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2025，Amalgamated Bank 展現出較為審慎的避險與獲利了結姿態。本季共減碼 25 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Amalgamated Bank 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 17.6%，形成該機構在 Q1 2025 季度的基本面基石。
僅顯示前 200 大持股（共 2971 檔）
| # | 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 | 6.12% | -0.25% | +2.70% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.16% | -0.70% | +2.16% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.81% | +0.06% | +2.13% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.35% | -0.24% | +2.46% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.38% | -0.26% | +2.14% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.13% | -0.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.70% | +0.37% | +1.80% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.44% | +0.16% | +2.84% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.40% | +0.29% | +1.41% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.31% | — | +2.76% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | +0.17% | +2.28% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.17% | +0.02% | +3.86% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.14% | -0.05% | +0.82% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | -0.32% | -0.35% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.87% | -0.15% | -0.04% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | -0.04% | +0.87% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.84% | +0.12% | +0.78% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.74% | -0.23% | +2.11% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.74% | -0.16% | -1.42% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.72% | -0.04% | +0.12% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.07% | +0.99% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.67% | -0.04% | +1.63% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.66% | -0.07% | +1.26% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.05% | +1.85% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.08% | +1.31% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.19% | -0.15% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | -0.01% | +0.79% | |
| 28 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | -0.02% | -0.06% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | +0.16% | +1.11% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | -0.03% | +2.51% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.06% | +3.61% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | -0.05% | +0.17% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.39% | — | +1.15% | |
| 34 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.39% | -0.05% | +1.15% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | -0.08% | +1.23% | |
| 36 | GE | General Electric | 股票-工業 | 0.38% | +0.07% | +0.20% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.38% | -0.03% | +0.93% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.37% | -0.07% | +2.27% | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.35% | -0.13% | +0.57% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.34% | -0.05% | +2.05% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.33% | -0.07% | +1.02% | |
| 42 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.33% | -0.10% | +0.93% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.32% | -0.10% | +1.79% | |
| 44 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.32% | -0.04% | +1.35% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.31% | -0.17% | +3.41% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.31% | +0.04% | +2.23% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.31% | -0.01% | +1.49% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.31% | -0.04% | +1.91% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.31% | -0.04% | +1.00% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.30% | -0.05% | +0.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.9% | +2.13% | 加碼 |
| 2 | AAPL | Apple Inc | +2.1% | +2.70% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1.3% | +2.16% | 減碼 |
| 4 | AVGO | Broadcom Inc | +1.1% | +2.84% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.8% | +2.28% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.8% | +2.14% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.6% | +2.46% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -0.07% | 減碼 |
| 9 | COST | Costco Wholesale CORP | +0.5% | -0.04% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.4% | +3.86% | 減碼 |
| 11 | TSLA | Tesla Inc | +0.3% | +2.76% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.3% | +2.11% | 減碼 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.41% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.3% | +1.26% | 減碼 |
| 15 | WMT | Walmart Inc | +0.3% | -1.42% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.80% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.3% | -0.35% | 減碼 |
| 18 | MA | Mastercard Inc - A | +0.3% | +0.87% | 減碼 |
| 19 | UBER | Uber Technologies Inc | +0.2% | +2.55% | 加碼 |
| 20 | PANW | Palo Alto Networks Inc | +0.2% | +3.28% | 加碼 |
| 21 | PGR | Progressive CORP | +0.2% | +1.49% | 減碼 |
| 22 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.35% | 減碼 |
| 23 | UPS | United Parcel Service-cl B | -0.2% | +1.38% | 減碼 |
| 24 | DHR | Danaher CORP | -0.2% | +1.56% | 減碼 |
| 25 | TGT | Target CORP | -0.2% | +1.33% | 減碼 |
| 26 | VZ | Verizon Communications Inc | -0.2% | +0.93% | 減碼 |
| 27 | ADBE | Adobe Inc | -0.2% | +1.00% | 減碼 |
| 28 | NKE | Nike Inc -cl B | -0.2% | +1.53% | 減碼 |
| 29 | BAC | Bank Of America CORP | -0.2% | +0.79% | 減碼 |
| 30 | PFE | Pfizer Inc | -0.3% | +1.48% | 減碼 |
| 31 | JNJ | Johnson & Johnson | -0.3% | +0.99% | 減碼 |
| 32 | INTC | Intel CORP | -0.4% | +2.15% | 減碼 |
| 33 | CMCSA | Comcast Corp-class A | -0.4% | -0.00% | 減碼 |
| 34 | DIS | Walt Disney Co/the | -0.4% | +1.13% | 減碼 |
| 35 | PYPL | Paypal Holdings Inc | -0.5% | +0.43% | 減碼 |
| 36 | ✓ | Longview Intl Val Equity Veba Fund-ccap | — | EXIT | 清倉 |
| 37 | GE | General Electric | — | NEW | 新建倉 |
| 38 | LIN | Linde plc | — | NEW | 新建倉 |
| 39 | ACN | Accenture plc | — | NEW | 新建倉 |
| 40 | BLKCHF | Blackrock Inc | — | EXIT | 清倉 |
| 41 | AEP | American Electric Power Company, Inc. | — | EXIT | 清倉 |
| 42 | BLK | Blackrock Inc | — | NEW | 新建倉 |
| 43 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 清倉 |
| 44 | CB | Chubb Limited | — | NEW | 新建倉 |
| 45 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 46 | LRCXEUR | Lam Research CORP | — | EXIT | 清倉 |
| 47 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 48 | ATVIEUR | Activision Blizzard Inc | — | EXIT | 清倉 |
| 49 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 50 | ANET | Arista Networks Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Amalgamated Bank 在 Q1 2025 季度的美股持倉總市值約為 US$144.7億，共申報了 2971 個公開持股部位。
在 Q1 2025 季度，Amalgamated Bank 按市值排列的前三大核心持股分別為：AAPL (6.1%)、MSFT (5.2%)、NVDA (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
GE
市值: US$4449.6萬
本季最大獲利了結 / 清倉標的
LONGVIEW INTL VAL EQUITY VEBA FUND-CCAP
前期市值: US$1.3億
在 Q1 2025 季度中，Amalgamated Bank 共進行了 50 項持倉異動，包含新建倉 9 個部位、加碼 10 個部位、減碼 25 個部位以及清倉 6 個部位。 其中最大新建倉標的為 GE。 本季清倉部位包含 LONGVIEW INTL VAL EQUITY VEBA FUND-CCAP。
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。