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
128 檔
17.9%
Atala Financial Inc 在 Q2 2025 季度的美股部位總計估值為 US$1.6億，分散於 128 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2025 的資金脈絡，Atala Financial Inc 在獲利結算 8 檔個股的同時，將資本重新部署至 3 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, GOOGL 等）合計佔整體申報市值的 17.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 4.74% | +0.70% | +6.84% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 4.18% | +0.11% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.95% | +0.65% | +6.89% | |
| 4 | DE | Deere & Co | 股票-工業 | 3.77% | +0.05% | -0.37% | |
| 5 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 3.65% | -0.26% | -0.29% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.17% | +1.87% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.03% | +0.11% | -0.09% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 2.99% | -0.18% | — | |
| 9 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.60% | +0.06% | — | |
| 10 | ACN | Accenture plc | 股票-科技 | 2.40% | -0.58% | — | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.23% | +0.08% | +16.45% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.08% | +10791.67% | |
| 13 | MUC | Blackrock Munihold Ca Qlty | 股票-其他 | 1.84% | -0.24% | -1.13% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.80% | -0.43% | — | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 1.67% | +0.36% | — | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.58% | -0.18% | +2.78% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.56% | -0.30% | — | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.56% | — | +21578.57% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.50% | -0.05% | — | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.48% | -0.32% | +7.58% | |
| 21 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.46% | -0.13% | +5.89% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.45% | -0.13% | +15.92% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.30% | -0.30% | +148.90% | |
| 24 | WIW | Western Asst Infl-lnk Opp | 股票-其他 | 1.30% | -0.12% | — | |
| 25 | ✓ | On Holding AG | 股票-其他 | 1.28% | -0.05% | +2.87% | |
| 26 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 1.27% | -0.25% | +11.20% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.26% | +0.14% | +1.35% | |
| 28 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.20% | -0.18% | -2.18% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.13% | -0.04% | -0.91% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.12% | +0.16% | +0.19% | |
| 31 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.11% | -0.01% | +14.34% | |
| 32 | NXT | Nextpower Inc-cl A | 股票-科技 | 1.04% | -0.31% | +5.14% | |
| 33 | MHD | BlackRock MuniHoldings Fund, Inc. | 股票-其他 | 0.97% | — | -0.68% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | +0.10% | -1.84% | |
| 35 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.95% | +0.03% | — | |
| 36 | XBFZX | Blackrock Ca Muni Inc Tr | 股票-其他 | 0.95% | — | +29.31% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.93% | -0.02% | -0.75% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | +0.04% | — | |
| 39 | NAC | Nuveen Ca Qlty Muni Inc | 股票-其他 | 0.84% | -0.08% | -22.69% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.11% | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.80% | +0.03% | — | |
| 42 | XMVTX | Blackrock Munivest Fund Ii | 股票-其他 | 0.76% | — | +45.56% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.02% | — | |
| 44 | AXON | Axon Enterprise Inc | 股票-工業 | 0.70% | +0.41% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.69% | +0.68% | +0.64% | |
| 46 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.65% | -0.10% | EXIT | |
| 47 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | — | +1.98% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | +0.01% | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.61% | — | -0.44% | |
| 50 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.56% | -0.11% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.9% | +10791.67% | 加碼 |
| 2 | DHR | Danaher CORP | +1.6% | +21578.57% | 加碼 |
| 3 | RBLX | Roblox CORP -class A | +1.5% | -0.29% | 減碼 |
| 4 | ORCL | Oracle CORP | +1% | — | 不變 |
| 5 | NVDA | Nvidia CORP | +0.8% | -0.09% | 減碼 |
| 6 | ADBE | Adobe Inc | +0.8% | +148.90% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.7% | +1.87% | 加碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.89% | 加碼 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +6.84% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.5% | +16.45% | 加碼 |
| 11 | IBM | Intl Business Machines CORP | +0.5% | — | 不變 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | +15.92% | 加碼 |
| 13 | MELI | Mercadolibre Inc | +0.4% | +14.34% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.3% | -1.84% | 減碼 |
| 15 | BLK | BlackRock, Inc. | +0.3% | +213.35% | 加碼 |
| 16 | VTV | Vanguard Value ETF | +0.2% | NEW | 新建倉 |
| 17 | SHOP | Shopify Inc - Class A | +0.2% | +2.78% | 加碼 |
| 18 | NXT | Nextpower Inc-cl A | +0.2% | +5.14% | 加碼 |
| 19 | AXON | Axon Enterprise Inc | +0.2% | — | 不變 |
| 20 | MAR | Marriott International -cl A | +0.2% | — | 不變 |
| 21 | FEBT | Allianzim US Eq Bffr10 Fb-us | +0.2% | NEW | 新建倉 |
| 22 | XMVTX | Blackrock Munivest Fund Ii | +0.2% | +45.56% | 加碼 |
| 23 | PYPL | Paypal Holdings Inc | +0.2% | +5.89% | 加碼 |
| 24 | ✓ | On Holding AG | +0.2% | +2.87% | 加碼 |
| 25 | VEEV | Veeva Systems Inc-class A | +0.2% | +825.24% | 加碼 |
| 26 | XBFZX | Blackrock Ca Muni Inc Tr | +0.2% | +29.31% | 加碼 |
| 27 | PID | Invesco International Divide | +0.2% | NEW | 新建倉 |
| 28 | SPOT | Spotify Technology S.A. | +0.1% | +5.44% | 加碼 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +21.42% | 加碼 |
| 30 | DE | Deere & Co | +0.1% | -0.37% | 減碼 |
| 31 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +0.19% | 加碼 |
| 33 | IWF | Ishares Russell 1000 Growth | +0.1% | — | 不變 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | 清倉 |
| 35 | MMM | 3m Co | -0.1% | EXIT | 清倉 |
| 36 | ERIE | Erie Indemnity Company-cl A | -0.2% | EXIT | 清倉 |
| 37 | COP | Conocophillips | -0.2% | EXIT | 清倉 |
| 38 | XLE | Ss Energy Select Sector | -0.2% | -40.49% | 減碼 |
| 39 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
| 40 | UNH | Unitedhealth Group Inc | -0.2% | -13.62% | 減碼 |
| 41 | MMU | Western Asset Managed Munici | -0.2% | -66.92% | 減碼 |
| 42 | TMUS | T-mobile US Inc | -0.3% | -2.18% | 減碼 |
| 43 | MHD | BlackRock MuniHoldings Fund, Inc. | -0.3% | -36.17% | 減碼 |
| 44 | XMYDX | Blackrock Muniyield Fund | -0.3% | -34.03% | 減碼 |
| 45 | NAC | Nuveen Ca Qlty Muni Inc | -0.3% | -22.69% | 減碼 |
| 46 | FICO | Fair Isaac CORP | -0.4% | EXIT | 清倉 |
| 47 | NZF | Nuveen Municipal Credit Inc | -0.7% | -46.04% | 減碼 |
| 48 | NVG | Nuveen Amt-fr Muni Crdt | -0.8% | -81.38% | 減碼 |
| 49 | DIS | Walt Disney Co/the | -1.3% | EXIT | 清倉 |
| 50 | AAL | American Airlines Group Inc | -2.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Atala Financial Inc 在 Q2 2025 季度的美股持倉總市值約為 US$1.6億，共申報了 128 個公開持股部位。
在 Q2 2025 季度，Atala Financial Inc 按市值排列的前三大核心持股分別為：VTI (4.7%)、IBM (4.2%)、GOOGL (4.0%)。其中最大持股部位 VTI 佔據整體投資組合約 4.7% 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
VTV
市值: US$34.2萬
本季最大獲利了結 / 清倉標的
AAL
前期市值: US$378.7萬
在 Q2 2025 季度中，Atala Financial Inc 共進行了 44 項持倉異動，包含新建倉 3 個部位、加碼 20 個部位、減碼 13 個部位以及清倉 8 個部位。 其中最大新建倉標的為 VTV。 本季清倉部位包含 AAL。
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。