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: 0001446114
申報總市值
US$51.9億
US$51.9億
2051 檔
16.9%
Ancora Advisors LLC 在 Q2 2025 季度的美股部位總計估值為 US$51.9億，分散於 2051 個持倉標的之中，反映其市場參與廣度與投資規模。
Ancora Advisors LLC 於 Q2 2025 展現出進攻型調倉步調，本季推動了 16 檔股票的新建倉與 107 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 NSC, LKQ, ）累計市值佔比達 16.9%，是驅動 Ancora Advisors LLC 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 2051 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 | NSC | Norfolk Southern CORP | 股票-工業 | 6.07% | +0.01% | +18.75% | |
| 2 | LKQ | Lkq CORP | 股票-循環性消費 | 4.23% | -1.51% | +0.71% | |
| 3 | ✓ | 股票-其他 | 2.78% | — | -8.40% | ||
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.58% | +0.66% | -0.80% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | -0.12% | +0.02% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.39% | -0.04% | -1.29% | |
| 7 | ✓ | 股票-其他 | 1.87% | — | -18.24% | ||
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.85% | -0.54% | +1.55% | |
| 9 | ✓ | 股票-其他 | 1.84% | — | -0.29% | ||
| 10 | ✓ | 股票-其他 | 1.72% | — | +0.55% | ||
| 11 | ✓ | 股票-其他 | 1.46% | — | +1.23% | ||
| 12 | CSX | Csx CORP | 股票-工業 | 1.37% | — | +4746.12% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.36% | +0.01% | +77.79% | |
| 14 | ✓ | 股票-其他 | 1.33% | — | +0.50% | ||
| 15 | ✓ | 股票-其他 | 1.22% | — | — | ||
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.14% | +0.03% | +4.44% | |
| 17 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.05% | -0.13% | +0.30% | |
| 18 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.04% | -0.02% | -13.58% | |
| 19 | HON | Honeywell International Inc | 股票-工業 | 1.04% | -1.06% | EXIT | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | -0.06% | -2.62% | |
| 21 | ✓ | 股票-其他 | 0.95% | — | +231.60% | ||
| 22 | ✓ | 股票-其他 | 0.94% | — | +0.72% | ||
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.90% | -0.07% | -0.12% | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 0.87% | -0.10% | +0.89% | |
| 25 | ✓ | 股票-其他 | 0.84% | — | +441063.80% | ||
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.18% | +0.58% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.81% | -0.01% | +1.17% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.34% | +1.58% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.13% | -0.40% | |
| 30 | ✓ | 股票-其他 | 0.71% | — | +8.23% | ||
| 31 | ✓ | 股票-其他 | 0.69% | — | — | ||
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | -0.17% | -0.75% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.65% | -0.07% | -2.13% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.64% | +0.06% | +6.30% | |
| 35 | AMT | American Tower CORP | 股票-房地產 | 0.64% | -0.02% | +2.48% | |
| 36 | ✓ | 股票-其他 | 0.62% | — | +6.33% | ||
| 37 | ✓ | 股票-其他 | 0.60% | — | +3.55% | ||
| 38 | ✓ | 股票-其他 | 0.59% | — | -16.19% | ||
| 39 | ✓ | 股票-其他 | 0.58% | — | +11.95% | ||
| 40 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.57% | — | +1.68% | |
| 41 | GPRE | Green Plains Inc | 股票-其他 | 0.54% | -0.15% | +0.39% | |
| 42 | WY | Weyerhaeuser Co | 股票-房地產 | 0.49% | — | +1.04% | |
| 43 | ✓ | 股票-其他 | 0.48% | — | +15.03% | ||
| 44 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.47% | — | +9.83% | |
| 45 | ✓ | 股票-其他 | 0.47% | — | +34.70% | ||
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | -0.09% | +19.97% | |
| 47 | ✓ | 股票-其他 | 0.45% | — | +3.15% | ||
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | -0.05% | +10.98% | |
| 49 | SF | Stifel Financial CORP | 股票-金融 | 0.42% | -0.09% | +45.06% | |
| 50 | FBIN | Fortune Brands Innovations I | 股票-工業 | 0.41% | +0.02% | +27.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CSX | Csx CORP | +1.3% | +4746.12% | 加碼 |
| 2 | SDA | Sealed Air CORP | +1.2% | NEW | 新建倉 |
| 3 | NSC | Norfolk Southern CORP | +1% | +18.75% | 加碼 |
| 4 | AMCR | Amcor plc | +0.8% | — | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.8% | — | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.7% | — | 加碼 |
| 7 | FWRD | Forward Air CORP | +0.7% | NEW | 新建倉 |
| 8 | AMZN | Amazon.com Inc | +0.7% | +77.79% | 加碼 |
| 9 | MSFT | Microsoft CORP | +0.5% | +0.02% | 加碼 |
| 10 | PBI | Pitney Bowes Inc | +0.4% | NEW | 新建倉 |
| 11 | ETN | Eaton Corporation plc | +0.3% | — | 加碼 |
| 12 | ANGI | Angi Inc | +0.2% | NEW | 新建倉 |
| 13 | ✓ | Calavo Growers Inc | +0.2% | NEW | 新建倉 |
| 14 | NVDA | Nvidia CORP | +0.2% | — | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | — | 減碼 |
| 16 | SPARUSD | Shyft Group Inc/the | +0.2% | +1042.81% | 加碼 |
| 17 | SF | Stifel Financial CORP | +0.1% | +45.06% | 加碼 |
| 18 | DIS | Walt Disney Co/the | +0.1% | +19.97% | 加碼 |
| 19 | ECG | Everus Construction Group | +0.1% | +0.82% | 加碼 |
| 20 | MIDD | Middleby CORP | +0.1% | +213.76% | 加碼 |
| 21 | ARES | Ares Management CORP - A | +0.1% | — | 加碼 |
| 22 | NDSN | Nordson CORP | +0.1% | +318.87% | 加碼 |
| 23 | ✓ | Norfolk Southn CORP | +0.1% | +169.41% | 加碼 |
| 24 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +1.55% | 加碼 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.44% | 加碼 |
| 26 | PHIN | Phinia Inc | +0.1% | — | 加碼 |
| 27 | GPGI | Gpgi Inc | +0.1% | — | 加碼 |
| 28 | VYX | Ncr Voyix CORP | +0.1% | NEW | 新建倉 |
| 29 | GOOG | Alphabet Inc-cl C | +0.1% | +6.30% | 加碼 |
| 30 | GPRE | Green Plains Inc | +0.1% | +0.39% | 加碼 |
| 31 | NPKI | Npk International Inc | +0.1% | +3.47% | 加碼 |
| 32 | EZPW | Ezcorp Inc-cl A | +0.1% | +953.54% | 加碼 |
| 33 | KD | Kyndryl Holdings Inc | +0.1% | — | 加碼 |
| 34 | VST | Vistra CORP | +0.1% | — | 減碼 |
| 35 | ALIT | Alight Inc - Class A | +0.1% | — | 加碼 |
| 36 | CNDT | Conduent Inc | +0.1% | NEW | 新建倉 |
| 37 | TTAM | Titan America SA | +0.1% | NEW | 新建倉 |
| 38 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.80% | 減碼 |
| 39 | HON | Honeywell International Inc | +0.1% | +2.44% | 加碼 |
| 40 | BAC | Bank Of America CORP | +0.1% | +1.17% | 加碼 |
| 41 | SCHX | Schwab US Large-cap ETF | +0.1% | +9.83% | 加碼 |
| 42 | MAR | Marriott International -cl A | +0.1% | +1.68% | 加碼 |
| 43 | AMAT | Applied Materials Inc | +0.1% | +49.79% | 加碼 |
| 44 | CR | Crane Co | +0.1% | +1.79% | 加碼 |
| 45 | APG | Api Group CORP | +0.1% | -1.71% | 減碼 |
| 46 | CNNE | Cannae Holdings Inc | +0.1% | — | 加碼 |
| 47 | ORCL | Oracle CORP | +0.1% | +0.83% | 加碼 |
| 48 | FTV | Fortive CORP | +0.1% | — | 加碼 |
| 49 | RAL | Ralliant CORP | +0.1% | NEW | 新建倉 |
| 50 | ✓ | Costamare Bulkers Holdings | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Ancora Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$51.9億，共申報了 2051 個公開持股部位。
在 Q2 2025 季度，Ancora Advisors LLC 按市值排列的前三大核心持股分別為：NSC (6.1%)、LKQ (4.2%)、 (2.8%)。其中最大持股部位 NSC 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
SDA
市值: US$5891.0萬
本季最大獲利了結 / 清倉標的
USX1
前期市值: US$1.1億
在 Q2 2025 季度中，Ancora Advisors LLC 共進行了 198 項持倉異動，包含新建倉 16 個部位、加碼 107 個部位、減碼 59 個部位以及清倉 16 個部位。 其中最大新建倉標的為 SDA。 本季清倉部位包含 USX1。
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。