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: 0001055980
申報總市值
US$37.5億
US$37.5億
3129 檔
12.7%
Q4 2025 季度申報顯示，Ameritas Investment Partners, Inc. 揭露的美股組合總市值為 US$37.5億，涵蓋 3129 個不同之權益投資部位。
Q4 2025 的申報記錄反映 Ameritas Investment Partners, Inc. 的板塊替換策略：機構本季推動了 88 筆增持與 111 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 12.7%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 3129 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 | 3.90% | -0.09% | -4.30% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.49% | -0.05% | -4.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.34% | -3.89% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.12% | -0.04% | -3.99% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.84% | +0.10% | -6.30% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.60% | -0.16% | -1.28% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.56% | +0.05% | -25.82% | |
| 8 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 1.45% | -0.53% | +3.95% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.27% | +0.07% | -2.75% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.24% | -0.17% | +14.92% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.23% | -0.09% | -2.55% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.19% | -0.10% | -1.56% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 1.19% | -0.01% | +9.44% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.08% | -0.15% | -1.12% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.76% | -0.10% | -5.20% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 0.74% | -0.28% | +930.66% | |
| 17 | BND | Vanguard Total Bond Market | ETF-其他 | 0.67% | -0.08% | -0.26% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | -0.05% | -40.88% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.15% | +4.17% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.64% | -0.07% | +7.38% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.86% | +1.77% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | -0.07% | -5.00% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.14% | +3.86% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.58% | +0.05% | -6.92% | |
| 25 | CGUS | Cap Group Core Equity | ETF-其他 | 0.56% | +0.01% | +5.93% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | -0.15% | +6.72% | |
| 27 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.51% | -0.05% | +6.60% | |
| 28 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 0.48% | -0.01% | +4.52% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.44% | +1.17% | +6.74% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.05% | -2.87% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.41% | -0.07% | -3.50% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.41% | -0.02% | +1.41% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.40% | -0.11% | +2.02% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.40% | -0.09% | +0.77% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.40% | +0.01% | +0.01% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.39% | -0.07% | -6.83% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.38% | +0.07% | -0.04% | |
| 38 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 0.38% | — | +3.92% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.37% | -0.03% | +5.81% | |
| 40 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.37% | -0.03% | +6.00% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.37% | -0.12% | -13.02% | |
| 42 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.35% | -0.03% | +4.21% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.34% | -0.03% | +7.52% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.34% | — | -3.29% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | -0.01% | -6.33% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.22% | -6.98% | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.30% | -0.03% | +6.40% | |
| 48 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.30% | -0.02% | +5.76% | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.30% | +0.28% | +5.40% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.28% | -0.02% | -3.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | -6.30% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.75% | 減碼 |
| 3 | MU | Micron Technology Inc | +0.2% | +6.74% | 加碼 |
| 4 | AMD | Advanced Micro Devices | +0.2% | +1.77% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.1% | -6.92% | 減碼 |
| 6 | TSLA | Tesla Inc | +0.1% | +9.44% | 加碼 |
| 7 | LITE | Lumentum Holdings Inc | +0.1% | -20.10% | 減碼 |
| 8 | TTWO | Take-two Interactive Softwre | +0.1% | +109.03% | 加碼 |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | +0.77% | 加碼 |
| 10 | COHR | Coherent CORP | +0.1% | -5.46% | 減碼 |
| 11 | CSCO | Cisco Systems Inc | +0.1% | +3.86% | 加碼 |
| 12 | HL | Hecla Mining Co | +0.1% | +249.58% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.1% | +5.40% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | +6.01% | 加碼 |
| 15 | WDC | Western Digital CORP | +0.1% | +381.99% | 加碼 |
| 16 | STX | Seagate Technology Holdings plc | +0.1% | +398.19% | 加碼 |
| 17 | CIEN | Ciena CORP | +0.1% | -2.45% | 減碼 |
| 18 | DY | Dycom Industries Inc | +0.1% | +225.31% | 加碼 |
| 19 | SPXC | Spx Technologies Inc | +0.1% | +221.89% | 加碼 |
| 20 | AAPL | Apple Inc | +0.1% | -4.34% | 減碼 |
| 21 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | +0.1% | +3.95% | 加碼 |
| 22 | ECHO | Echostar Corp-a | +0.1% | +11.93% | 加碼 |
| 23 | UBER | Uber Technologies Inc | +0.1% | +125.57% | 加碼 |
| 24 | R | Ryder System Inc | +0.1% | +110.31% | 加碼 |
| 25 | STRL | Sterling Infrastructure Inc | +0.1% | +221.32% | 加碼 |
| 26 | INTC | Intel CORP | +0.1% | +14.34% | 加碼 |
| 27 | MPWR | Monolithic Power Systems Inc | +0.1% | +374.08% | 加碼 |
| 28 | FLEX | Flex Ltd. | +0.1% | +30.94% | 加碼 |
| 29 | AMGN | Amgen Inc | 0% | +6.00% | 加碼 |
| 30 | VCIT | Vanguard Int-term Corporate | 0% | +7.38% | 加碼 |
| 31 | CGUS | Cap Group Core Equity | 0% | +5.93% | 加碼 |
| 32 | BF-B | Brown-forman Corp-class B | 0% | +67.11% | 加碼 |
| 33 | FRDM | Freedom 100 Emeging Mrkt ETF | 0% | +8.47% | 加碼 |
| 34 | WBD | Warner Bros Discovery Inc | 0% | +6.30% | 加碼 |
| 35 | KLAC | Kla CORP | 0% | +5.75% | 加碼 |
| 36 | SHOP | Shopify Inc - Class A | 0% | +8.59% | 加碼 |
| 37 | META | Meta Platforms Inc-class A | 0% | +14.92% | 加碼 |
| 38 | AA | Alcoa CORP | 0% | -3.98% | 減碼 |
| 39 | REGN | Regeneron Pharmaceuticals | 0% | +5.22% | 加碼 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | 0% | +2.36% | 加碼 |
| 41 | TWLO | Twilio Inc - A | 0% | -3.39% | 減碼 |
| 42 | WTV | Wisdomtree U.s. Value Fund | 0% | +4.52% | 加碼 |
| 43 | GILD | Gilead Sciences Inc | 0% | +6.19% | 加碼 |
| 44 | ADI | Analog Devices Inc | 0% | +4.35% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | 0% | -6.53% | 減碼 |
| 46 | MAR | Marriott International -cl A | 0% | -2.29% | 減碼 |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | 0% | +3.92% | 加碼 |
| 48 | ILMN | Illumina Inc | 0% | -2.80% | 減碼 |
| 49 | FN | Fabrinet | 0% | -2.20% | 減碼 |
| 50 | ATI | Ati Inc | 0% | -3.59% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ameritas Investment Partners, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$37.5億，共申報了 3129 個公開持股部位。
在 Q4 2025 季度，Ameritas Investment Partners, Inc. 按市值排列的前三大核心持股分別為：NVDA (3.9%)、AAPL (3.5%)、MSFT (3.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.9% 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
PINS
市值: US$347.7萬
本季最大獲利了結 / 清倉標的
LNWO
前期市值: US$132.1萬
在 Q4 2025 季度中，Ameritas Investment Partners, Inc. 共進行了 199 項持倉異動，包含新建倉 14 個部位、加碼 74 個部位、減碼 106 個部位以及清倉 5 個部位。 其中最大新建倉標的為 PINS。 本季清倉部位包含 LNWO。
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。