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: 0002053756
申報總市值
US$1.6億
US$1.6億
472 檔
14.9%
在 Q1 2025 申報期間，Atala Financial Inc（CIK: 0002053756）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$1.6億，共持有 472 個公開申報部位。
觀察 Q1 2025 的資金脈絡，Atala Financial Inc 在獲利結算 5 檔個股的同時，將資本重新部署至 1 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Atala Financial Inc 的前 5 大核心持股（包含 VTI, IBM, DE 等）合計佔整體申報市值的 14.9%，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 472 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 4.24% | +0.70% | +6.85% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 3.72% | +0.11% | +0.07% | |
| 3 | DE | Deere & Co | 股票-工業 | 3.68% | +0.05% | +0.07% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.43% | +0.65% | +1.83% | |
| 5 | AAL | American Airlines Group Inc | 股票-工業 | 2.76% | — | +14106.67% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.65% | -0.17% | +4.53% | |
| 7 | ACN | Accenture plc | 股票-科技 | 2.64% | -0.58% | — | |
| 8 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.39% | +0.06% | — | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.20% | +0.11% | -3.77% | |
| 10 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 2.14% | -0.26% | +0.58% | |
| 11 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 2.03% | -0.24% | +3.52% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.02% | -0.18% | -0.50% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.75% | +0.08% | +3.38% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.71% | -0.43% | — | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.70% | +0.36% | — | |
| 16 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.63% | -0.30% | — | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.60% | -0.05% | — | |
| 18 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.45% | -0.18% | -1.84% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.43% | -0.32% | +25.18% | |
| 20 | WIW | Western Asst Infl-lnk Opp | 股票-其他 | 1.37% | -0.12% | -1.69% | |
| 21 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.35% | -0.18% | -0.18% | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.32% | -0.13% | -0.93% | |
| 23 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.31% | -0.25% | +2.94% | |
| 24 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 1.30% | -0.10% | EXIT | |
| 25 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.28% | -0.13% | +44.78% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.26% | +0.14% | +4.48% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.20% | -0.04% | -0.86% | |
| 28 | NAC | Nuveen Ca Qlty Muni Inc | 股票-其他 | 1.15% | -0.08% | -1.64% | |
| 29 | ✓ | On Holding AG | 股票-其他 | 1.11% | -0.05% | +77.73% | |
| 30 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 1.06% | — | -1.99% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.16% | +0.05% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | -0.13% | +2.29% | |
| 33 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 0.98% | — | — | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.92% | +0.03% | -4.21% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.91% | -0.02% | +7.01% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.11% | — | |
| 37 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.81% | -0.31% | -3.80% | |
| 38 | XBFZX | Blackrock Ca Muni Inc Tr | 股票-其他 | 0.79% | — | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | +0.04% | -6.69% | |
| 40 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.77% | +0.03% | -4.32% | |
| 41 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.76% | -0.01% | +6.34% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.74% | +0.02% | — | |
| 43 | XMYDX | Blackrock Muniyield Fund | 股票-其他 | 0.69% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.68% | -3.70% | |
| 45 | AVGO | Broadcom Inc | 股票-科技 | 0.62% | +0.10% | +2.77% | |
| 46 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 0.61% | — | +4.80% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | +0.44% | |
| 48 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.60% | -0.11% | — | |
| 49 | XMVTX | Blackrock Munivest Fund Ii | 股票-其他 | 0.57% | — | +5.37% | |
| 50 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | +0.01% | -0.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAL | American Airlines Group Inc | +2.8% | +14106.67% | 加碼 |
| 2 | XBFZX | Blackrock Ca Muni Inc Tr | +0.8% | NEW | 新建倉 |
| 3 | IBM | Intl Business Machines CORP | +0.6% | +0.07% | 加碼 |
| 4 | DE | Deere & Co | +0.5% | +0.07% | 加碼 |
| 5 | ✓ | On Holding AG | +0.4% | +77.73% | 加碼 |
| 6 | NBH | Neuberger Municipal Fund Inc | +0.3% | +553.65% | 加碼 |
| 7 | TMUS | T-mobile US Inc | +0.3% | -1.84% | 減碼 |
| 8 | ADBE | Adobe Inc | +0.3% | +113.62% | 加碼 |
| 9 | KO | Coca-cola Co/the | +0.3% | — | 不變 |
| 10 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +6.85% | 加碼 |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | +44.78% | 加碼 |
| 12 | MELI | Mercadolibre Inc | +0.2% | +6.34% | 加碼 |
| 13 | MUC | Blackrock Munihold Ca Qlty | +0.2% | +3.52% | 加碼 |
| 14 | GEHC | GE Healthcare Technology | +0.1% | +2.94% | 加碼 |
| 15 | FOXA | Fox CORP - Class A | +0.1% | — | 不變 |
| 16 | NXT | Nextpower Inc-cl A | +0.1% | -3.80% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | — | 不變 |
| 18 | WIW | Western Asst Infl-lnk Opp | +0.1% | -1.69% | 減碼 |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | +1.85% | 加碼 |
| 20 | IAU | Ishares Gold Trust | +0.1% | — | 不變 |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +147.41% | 加碼 |
| 22 | AVUV | Avantis US Small Cap Value | 0% | +4.48% | 加碼 |
| 23 | HD | Home Depot Inc | 0% | -0.86% | 減碼 |
| 24 | IWV | Ishares Russell 3000 ETF | 0% | -4.32% | 減碼 |
| 25 | AXON | Axon Enterprise Inc | 0% | +0.57% | 加碼 |
| 26 | AVUS | Avantis U.s. Equity ETF | -0.1% | -4.21% | 減碼 |
| 27 | COHR | Coherent CORP | -0.1% | — | 不變 |
| 28 | BIO | Bio-rad Laboratories-a | -0.1% | EXIT | 清倉 |
| 29 | IOO | Ishares Global 100 ETF | -0.1% | -33.43% | 減碼 |
| 30 | HIMS | Hims & Hers Health Inc | -0.1% | -78.88% | 減碼 |
| 31 | SHOP | Shopify Inc - Class A | -0.1% | -0.18% | 減碼 |
| 32 | MSFT | Microsoft CORP | -0.1% | +4.53% | 加碼 |
| 33 | IWF | Ishares Russell 1000 Growth | -0.1% | -6.69% | 減碼 |
| 34 | AMZN | Amazon.com Inc | -0.1% | +3.38% | 加碼 |
| 35 | DIS | Walt Disney Co/the | -0.1% | -0.93% | 減碼 |
| 36 | GOOG | Alphabet Inc-cl C | -0.2% | +0.05% | 加碼 |
| 37 | AVGO | Broadcom Inc | -0.2% | +2.77% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | -0.2% | -68.83% | 減碼 |
| 39 | ACN | Accenture plc | -0.2% | — | 不變 |
| 40 | XMIOX | Pioneer Muni High Inc Opp | -0.3% | -94.13% | 減碼 |
| 41 | LHX | L3harris Technologies Inc | -0.3% | EXIT | 清倉 |
| 42 | XMUIX | Blackrock Municipal Income | -0.3% | EXIT | 清倉 |
| 43 | MAR | Marriott International -cl A | -0.3% | — | 不變 |
| 44 | ORCL | Oracle CORP | -0.3% | -0.50% | 減碼 |
| 45 | TSLA | Tesla Inc | -0.3% | -5.59% | 減碼 |
| 46 | NVDA | Nvidia CORP | -0.5% | -3.77% | 減碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.83% | 加碼 |
| 48 | 0C3 | Endeavor Group Hold-class A | -0.6% | EXIT | 清倉 |
| 49 | ✓ | -0.8% | EXIT | 清倉 | |
| 50 | AAPL | Apple Inc | -3.1% | -99.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Atala Financial Inc 在 Q1 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 472 個公開持股部位。
在 Q1 2025 季度，Atala Financial Inc 按市值排列的前三大核心持股分別為：VTI (4.2%)、IBM (3.7%)、DE (3.7%)。其中最大持股部位 VTI 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
XBFZX
市值: US$108.0萬
本季最大獲利了結 / 清倉標的
前期市值: US$106.8萬
在 Q1 2025 季度中，Atala Financial Inc 共進行了 43 項持倉異動，包含新建倉 1 個部位、加碼 20 個部位、減碼 17 個部位以及清倉 5 個部位。 其中最大新建倉標的為 XBFZX。 本季清倉部位包含 。
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。