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: 0000820027
申報總市值
US$4946.9億
US$4946.9億
3924 檔
11.6%
在 Q2 2025 申報期間，Ameriprise Financial Inc（CIK: 0000820027）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$4946.9億，共持有 3924 個公開申報部位。
Q2 2025 數據顯示 Ameriprise Financial Inc 積極進場，新開立 2 個部位並同步加碼 118 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 MSFT, NVDA, AAPL）累計市值佔比達 11.6%，是驅動 Ameriprise Financial Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 3924 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 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.46% | -0.36% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.86% | -0.01% | +3.59% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.27% | -1.44% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | -0.11% | -0.87% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.84% | +0.14% | +2.97% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.68% | +0.12% | +11.04% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.61% | -0.14% | -1.35% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.57% | -0.02% | -2.28% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.21% | +0.14% | +4.79% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.09% | +2.54% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 0.77% | -0.18% | +3.56% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.74% | +0.10% | +2.75% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 0.73% | +0.49% | -11.05% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 0.72% | +0.02% | +4.45% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.35% | -3.11% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | -0.08% | -2.72% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | -0.03% | +0.59% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | -0.79% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.59% | — | -5.12% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.11% | -1.80% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.09% | -1.41% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | -0.07% | -3.72% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.16% | -4.94% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.50% | -0.14% | -1.57% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.09% | -0.62% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | +0.01% | +0.15% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.47% | -0.02% | -4.95% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.47% | +0.07% | +2.87% | |
| 29 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.04% | +7.62% | |
| 30 | VTV | Vanguard Value ETF | ETF-其他 | 0.46% | -0.02% | -0.47% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | -0.13% | +7.82% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | +0.03% | -25.23% | |
| 33 | VUG | Vanguard Growth ETF | ETF-其他 | 0.42% | — | +0.42% | |
| 34 | LIN | Linde plc | 股票-原物料 | 0.42% | -0.03% | +1.13% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.41% | -0.04% | -2.62% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | — | +0.85% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.40% | +0.22% | +13.68% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.40% | -0.04% | -4.51% | |
| 39 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.40% | -0.04% | -0.53% | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.39% | -0.18% | +8.66% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.39% | -0.12% | -5.04% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | -0.08% | +0.69% | |
| 43 | PH | Parker Hannifin CORP | 股票-工業 | 0.38% | -0.03% | +4.42% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.37% | -0.09% | +16.10% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.37% | -0.06% | +1.34% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.37% | -0.03% | +6.30% | |
| 47 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.37% | -0.03% | -12.20% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.37% | -0.31% | EXIT | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.04% | -6.06% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | -0.04% | -1.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +3.59% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.36% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.7% | +2.97% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.04% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | -1.35% | 減碼 |
| 6 | GILD | Gilead Sciences Inc | +0.1% | +397.59% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.1% | -6.06% | 減碼 |
| 8 | SNPS | Synopsys Inc | +0.1% | +29.08% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -2.28% | 減碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | +13.68% | 加碼 |
| 11 | DIS | Walt Disney Co/the | +0.1% | +7.62% | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +18.15% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | -0.87% | 減碼 |
| 14 | NFLX | Netflix Inc | +0.1% | -1.84% | 減碼 |
| 15 | MO | Altria Group Inc | +0.1% | +62.45% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +140.78% | 加碼 |
| 17 | UBER | Uber Technologies Inc | +0.1% | +16.21% | 加碼 |
| 18 | ANET | Arista Networks Inc | +0.1% | +24.49% | 加碼 |
| 19 | WIX | Wix.com Ltd. | +0.1% | +878.98% | 加碼 |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.79% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | -11.05% | 減碼 |
| 22 | BAC | Bank Of America CORP | +0.1% | +4.45% | 加碼 |
| 23 | MS | Morgan Stanley | +0.1% | +2.87% | 加碼 |
| 24 | AXP | American Express Co | +0.1% | +26.06% | 加碼 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +32.13% | 加碼 |
| 26 | BE | Bloom Energy Corp- A | +0.1% | +12.76% | 加碼 |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +67.96% | 加碼 |
| 28 | NKE | Nike Inc -cl B | +0.1% | +129.35% | 加碼 |
| 29 | EA | Electronic Arts Inc | +0.1% | +44.58% | 加碼 |
| 30 | STZ | Constellation Brands Inc-a | +0.1% | +650.59% | 加碼 |
| 31 | ADI | Analog Devices Inc | +0.1% | +6.30% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.22% | 加碼 |
| 33 | WDC | Western Digital CORP | +0.1% | +14.59% | 加碼 |
| 34 | GD | General Dynamics CORP | +0.1% | +25.15% | 加碼 |
| 35 | MRVL | Marvell Technology Inc | +0.1% | +16.38% | 加碼 |
| 36 | VRT | Vertiv Holdings Co-a | +0.1% | +49.45% | 加碼 |
| 37 | B | Barrick Mining CORP | +0.1% | NEW | 新建倉 |
| 38 | COR | Cencora Inc | +0.1% | +228.61% | 加碼 |
| 39 | IFF | Intl Flavors & Fragrances | +0.1% | +1842.03% | 加碼 |
| 40 | WMT | Walmart Inc | 0% | +3.56% | 加碼 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.79% | 減碼 |
| 42 | ETN | Eaton Corporation plc | 0% | -1.50% | 減碼 |
| 43 | TEL | TE Connectivity plc | 0% | +7.08% | 加碼 |
| 44 | PH | Parker Hannifin CORP | 0% | +4.42% | 加碼 |
| 45 | C | Citigroup Inc | 0% | +3.66% | 加碼 |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +12.83% | 加碼 |
| 47 | INTU | Intuit Inc | 0% | +0.48% | 加碼 |
| 48 | VGIT | Vanguard Intermediate-term T | 0% | +83.50% | 加碼 |
| 49 | DELL | Dell Technologies -c | 0% | +37.11% | 加碼 |
| 50 | ON | On Semiconductor | 0% | +7.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriprise Financial Inc 在 Q2 2025 季度的美股持倉總市值約為 US$4946.9億，共申報了 3924 個公開持股部位。
在 Q2 2025 季度，Ameriprise Financial Inc 按市值排列的前三大核心持股分別為：MSFT (4.2%)、NVDA (3.9%)、AAPL (2.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.2% 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
B
市值: US$2.1億
本季最大獲利了結 / 清倉標的
ABX
前期市值: US$2.1億
在 Q2 2025 季度中，Ameriprise Financial Inc 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 118 個部位、減碼 78 個部位以及清倉 2 個部位。 其中最大新建倉標的為 B。 本季清倉部位包含 ABX。
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。