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
4056 檔
13.2%
Ameriprise Financial Inc 在 Q4 2025 季度的美股部位總計估值為 US$4946.9億，分散於 4056 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q4 2025 期間，Ameriprise Financial Inc 展現了靈活的資產再平衡步調，透過出清 1 檔弱勢或達到目標價部位，將資金轉置於 2 檔新建倉標的之中。
在資產配置集中度方面，Ameriprise Financial Inc 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 13.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 4056 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 | 3.97% | -0.01% | -2.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.46% | -0.11% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.80% | +0.27% | -2.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.47% | +0.12% | -8.08% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.94% | +0.14% | -1.37% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.84% | -0.11% | -1.22% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | -0.02% | -7.63% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.22% | +0.14% | -0.38% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.14% | -9.31% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.09% | +4.59% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 0.90% | +0.49% | -8.16% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | -0.03% | -3.03% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 0.79% | +0.02% | -2.54% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 0.77% | -0.18% | +0.31% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.10% | +0.49% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.09% | -2.79% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.35% | -2.88% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.09% | +1.32% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.16% | +0.92% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +2.36% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.22% | -17.79% | |
| 22 | WFC | Wells Fargo & Co | 股票-金融 | 0.58% | -0.07% | +1.86% | |
| 23 | BE | Bloom Energy Corp- A | 股票-工業 | 0.57% | +0.39% | -3.09% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.11% | +2.05% | |
| 25 | MS | Morgan Stanley | 股票-金融 | 0.57% | +0.07% | -0.55% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | — | -1.72% | |
| 27 | CRM | Salesforce Inc | 股票-科技 | 0.53% | -0.13% | +81.61% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.52% | +0.03% | +3.98% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.08% | +1.64% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.49% | -0.04% | -5.03% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | +0.01% | -0.53% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | -0.02% | +0.63% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | -0.04% | +18.67% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.44% | -0.04% | -5.81% | |
| 35 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | — | +0.47% | |
| 36 | PH | Parker Hannifin CORP | 股票-工業 | 0.43% | -0.03% | -2.92% | |
| 37 | BLK | Blackrock Inc | 股票-金融 | 0.40% | -0.14% | -3.84% | |
| 38 | TEL | TE Connectivity plc | 股票-科技 | 0.39% | -0.17% | +11.72% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.38% | +0.10% | +8.35% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.38% | — | +0.25% | |
| 41 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.38% | +0.03% | +7.58% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | — | +0.93% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.37% | -0.02% | -1.38% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.13% | -2.40% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | -0.02% | +5.53% | |
| 46 | ADI | Analog Devices Inc | 股票-科技 | 0.36% | -0.03% | -0.68% | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.36% | -0.07% | +28.91% | |
| 48 | CB | Chubb Limited | 股票-金融 | 0.35% | -0.03% | -0.50% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.35% | -0.01% | -10.50% | |
| 50 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.35% | +0.07% | +100.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -8.08% | 減碼 |
| 2 | CRM | Salesforce Inc | +0.3% | +81.61% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.2% | -2.79% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -3.03% | 減碼 |
| 5 | LRCX | Lam Research CORP | +0.1% | -8.16% | 減碼 |
| 6 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +83.89% | 加碼 |
| 7 | WDC | Western Digital CORP | +0.1% | -1.88% | 減碼 |
| 8 | AMD | Advanced Micro Devices | +0.1% | +64.64% | 加碼 |
| 9 | TXN | Texas Instruments Inc | +0.1% | +67.76% | 加碼 |
| 10 | VZ | Verizon Communications Inc | +0.1% | +69.72% | 加碼 |
| 11 | PEP | Pepsico Inc | +0.1% | +50.53% | 加碼 |
| 12 | GD | General Dynamics CORP | +0.1% | +28.91% | 加碼 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +0.25% | 加碼 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | +145.90% | 加碼 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +18.67% | 加碼 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +4.59% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +2.05% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +1.32% | 加碼 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +1.86% | 加碼 |
| 20 | SPGI | S&p Global Inc | +0.1% | +30.64% | 加碼 |
| 21 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +367.91% | 加碼 |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +77.17% | 加碼 |
| 23 | USIG | Ishares Broad Usd Investment | +0.1% | +38.74% | 加碼 |
| 24 | AAPL | Apple Inc | +0.1% | -2.96% | 減碼 |
| 25 | WMT | Walmart Inc | +0.1% | +0.31% | 加碼 |
| 26 | PM | Philip Morris International | +0.1% | +34.62% | 加碼 |
| 27 | MS | Morgan Stanley | +0.1% | -0.55% | 減碼 |
| 28 | AEP | American Electric Power | +0.1% | +32.42% | 加碼 |
| 29 | TEL | TE Connectivity plc | +0.1% | +11.72% | 加碼 |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +5.53% | 加碼 |
| 31 | BDX | Becton Dickinson And Co | +0.1% | +437.46% | 加碼 |
| 32 | TEAM | Atlassian Corp-cl A | +0.1% | +146.32% | 加碼 |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +7.58% | 加碼 |
| 34 | PH | Parker Hannifin CORP | +0.1% | -2.92% | 減碼 |
| 35 | AMZN | Amazon.com Inc | 0% | -1.22% | 減碼 |
| 36 | WM | Waste Management Inc | 0% | +17.92% | 加碼 |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | +7.12% | 加碼 |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +25.20% | 加碼 |
| 39 | GM | General Motors Co | 0% | +12.61% | 加碼 |
| 40 | CRL | Charles River Laboratories | 0% | +125.62% | 加碼 |
| 41 | IEMG | Ishares Core Msci Emerging | 0% | +61.72% | 加碼 |
| 42 | AXP | American Express Co | 0% | +1.58% | 加碼 |
| 43 | GILD | Gilead Sciences Inc | 0% | +9.12% | 加碼 |
| 44 | NEM | Newmont CORP | 0% | +19.71% | 加碼 |
| 45 | FESM | Fidelity Enhanced Small Cap | 0% | +2263.32% | 加碼 |
| 46 | AVGO | Broadcom Inc | 0% | -1.37% | 減碼 |
| 47 | QCOM | Qualcomm Inc | 0% | +8.35% | 加碼 |
| 48 | DASH | Doordash Inc - A | 0% | +102.39% | 加碼 |
| 49 | TPR | Tapestry Inc | 0% | +33.40% | 加碼 |
| 50 | MU | Micron Technology Inc | 0% | -8.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriprise Financial Inc 在 Q4 2025 季度的美股持倉總市值約為 US$4946.9億，共申報了 4056 個公開持股部位。
在 Q4 2025 季度，Ameriprise Financial Inc 按市值排列的前三大核心持股分別為：NVDA (4.0%)、MSFT (3.6%)、AAPL (2.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.0% 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
NXE
市值: US$7804.9萬
本季最大獲利了結 / 清倉標的
MERUS N V
前期市值: US$8462.4萬
在 Q4 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 95 個部位、減碼 102 個部位以及清倉 1 個部位。 其中最大新建倉標的為 NXE。 本季清倉部位包含 MERUS N V。
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。