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
4004 檔
13.1%
截至 Q3 2025 季度末，Ameriprise Financial Inc 的美股持倉估值約為 US$4946.9億，全數申報部位共有 4004 檔。
觀察 Q3 2025 的申報異動，Ameriprise Financial Inc 採取了強勁的買進策略，建倉與加碼動作（合計 127 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, AAPL）占據了總市值的 13.1%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
B
市值: US$2.6億
本季最大獲利了結 / 清倉標的
ABX
前期市值: US$2.1億
僅顯示前 200 大持股（共 4004 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 | NVDA | Nvidia CORP | 股票-科技 | 4.14% | -0.01% | -2.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.46% | -4.72% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.27% | +5.04% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.12% | +0.12% | -1.54% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.91% | +0.14% | -6.64% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.80% | -0.11% | -3.38% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.02% | -4.36% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.45% | -0.14% | -2.78% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.22% | +0.14% | +0.01% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | +0.09% | +4.22% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 0.78% | +0.49% | -16.84% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.02% | +6.50% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | -0.03% | -6.69% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 0.72% | -0.18% | -5.26% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | +0.10% | -6.48% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.16% | +17.41% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.35% | -8.80% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | -3.48% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +0.22% | +40.10% | |
| 20 | BE | Bloom Energy Corp- A | 股票-工業 | 0.59% | +0.39% | -35.63% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.57% | -0.09% | +0.54% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | — | -0.56% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.08% | -4.72% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 0.52% | -0.07% | -2.55% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | -0.04% | -1.06% | |
| 26 | MS | Morgan Stanley | 股票-金融 | 0.52% | +0.07% | +6.12% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | +0.09% | +1.79% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | +0.03% | +4.41% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.11% | -4.97% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | +0.01% | +1.09% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | -0.02% | +4.51% | |
| 32 | BLK | Blackrock Inc | 股票-金融 | 0.46% | -0.14% | -10.81% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.04% | +4.94% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | -0.02% | -6.84% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.45% | -0.04% | +3.02% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | — | -0.46% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.41% | -0.13% | +3.84% | |
| 38 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.39% | -0.04% | -2.15% | |
| 39 | PH | Parker Hannifin CORP | 股票-工業 | 0.38% | -0.03% | +0.61% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.38% | -0.03% | -2.93% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.36% | — | -0.78% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.36% | -0.04% | +6.48% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.36% | -0.18% | -0.60% | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.35% | -0.01% | -1.43% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.10% | +9.28% | |
| 46 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.34% | +0.07% | +9.35% | |
| 47 | TEL | TE Connectivity plc | 股票-科技 | 0.34% | -0.17% | -4.11% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.34% | -0.06% | -0.32% | |
| 49 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.33% | +0.03% | +17.99% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.33% | -0.05% | +28.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -2.52% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | -6.64% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.54% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | -4.72% | 減碼 |
| 5 | BE | Bloom Energy Corp- A | +0.4% | -35.63% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.3% | +40.10% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.2% | +4.94% | 減碼 |
| 8 | WIX | Wix.com Ltd. | +0.2% | +128.28% | 加碼 |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +59.75% | 加碼 |
| 10 | WDC | Western Digital CORP | +0.2% | -4.15% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -6.69% | 減碼 |
| 12 | TSLA | Tesla Inc | +0.1% | -1.06% | 減碼 |
| 13 | MO | Altria Group Inc | +0.1% | +19.35% | 加碼 |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +66.33% | 加碼 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | +5.93% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.1% | +6.50% | 加碼 |
| 17 | AXP | American Express Co | +0.1% | +27.05% | 加碼 |
| 18 | LRCX | Lam Research CORP | +0.1% | -16.84% | 減碼 |
| 19 | MS | Morgan Stanley | +0.1% | +6.12% | 加碼 |
| 20 | ANET | Arista Networks Inc | +0.1% | -12.13% | 加碼 |
| 21 | UBER | Uber Technologies Inc | +0.1% | +10.56% | 加碼 |
| 22 | EA | Electronic Arts Inc | +0.1% | +8.89% | 加碼 |
| 23 | TEL | TE Connectivity plc | +0.1% | -4.11% | 加碼 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.16% | 加碼 |
| 25 | STZ | Constellation Brands Inc-a | +0.1% | +76.67% | 加碼 |
| 26 | GD | General Dynamics CORP | +0.1% | +5.45% | 加碼 |
| 27 | LYFT | Lyft Inc-a | +0.1% | +22.46% | 加碼 |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +35.78% | 加碼 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +1.26% | 加碼 |
| 30 | AVDE | Avantis International Equity | +0.1% | +357.34% | 加碼 |
| 31 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.01% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | -9.94% | 加碼 |
| 33 | C | Citigroup Inc | +0.1% | -1.43% | 加碼 |
| 34 | NFLX | Netflix Inc | +0.1% | +17.31% | 加碼 |
| 35 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.41% | 加碼 |
| 36 | DELL | Dell Technologies -c | +0.1% | +19.89% | 加碼 |
| 37 | EMR | Emerson Electric Co | +0.1% | +185.71% | 加碼 |
| 38 | APTV | Aptiv PLC | +0.1% | — | 加碼 |
| 39 | ETN | Eaton Corporation plc | +0.1% | +7.11% | 加碼 |
| 40 | BNY | Bank Of New York Mellon CORP | +0.1% | +17.99% | 加碼 |
| 41 | IWY | Ishares Russell Top 200 Grow | +0.1% | +32.01% | 加碼 |
| 42 | KLAC | Kla CORP | +0.1% | +0.56% | 減碼 |
| 43 | TER | Teradyne Inc | +0.1% | +6.84% | 加碼 |
| 44 | SMTC | Semtech CORP | +0.1% | +3.68% | 加碼 |
| 45 | GE | General Electric | +0.1% | +35.05% | 加碼 |
| 46 | NEM | Newmont CORP | +0.1% | +30.55% | 加碼 |
| 47 | COHR | Coherent CORP | +0.1% | +33.80% | 加碼 |
| 48 | NKE | Nike Inc -cl B | +0.1% | +6.21% | 加碼 |
| 49 | DHR | Danaher CORP | +0.1% | +211.73% | 加碼 |
| 50 | NU | Nu Holdings Ltd. | +0.1% | +33.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriprise Financial Inc 在 Q3 2025 季度的美股持倉總市值約為 US$4946.9億，共申報了 4004 個公開持股部位。
在 Q3 2025 季度，Ameriprise Financial Inc 按市值排列的前三大核心持股分別為：NVDA (4.1%)、MSFT (3.9%)、AAPL (2.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.1% 的權重。
在 Q3 2025 季度中，Ameriprise Financial Inc 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 124 個部位、減碼 71 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。
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。
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。