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: 0001966036
申報總市值
US$2.2億
US$2.2億
66 檔
18.0%
根據最新整理的 13F 季度數據集，Ausbil Investment Management Ltd 於 Q1 2025 結束時的管理資產規模為 US$2.2億。該機構在本季度申報了 66 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2025 的申報記錄反映 Ausbil Investment Management Ltd 的板塊替換策略：機構本季推動了 19 筆增持與 25 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 TXNM, EXC, NI）占據了總市值的 18.0%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | TXNM | Txnm Energy Inc | 股票-公用事業 | 6.22% | — | +69.59% | |
| 2 | EXC | Exelon CORP | 股票-公用事業 | 5.56% | — | — | |
| 3 | NI | Nisource Inc | 股票-公用事業 | 4.75% | -0.34% | -7.47% | |
| 4 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 4.59% | -3.05% | EXIT | |
| 5 | ETR | Entergy CORP | 股票-公用事業 | 4.53% | +2.64% | -9.57% | |
| 6 | LNG | Cheniere Energy Inc | 股票-能源 | 4.07% | +0.79% | +20.76% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事業 | 3.72% | -1.26% | +37.42% | |
| 8 | WMB | Williams Cos Inc | 股票-能源 | 3.52% | -0.68% | -7.70% | |
| 9 | AEE | Ameren Corporation | 股票-公用事業 | 3.48% | — | -11.90% | |
| 10 | AMT | American Tower CORP | 股票-房地產 | 3.48% | -0.52% | +10.89% | |
| 11 | ENB | Enbridge Inc | 股票-能源 | 3.44% | -0.46% | — | |
| 12 | ✓ | Ferrovial Se | 股票-其他 | 3.31% | -0.01% | -9.19% | |
| 13 | PCG | P G & E CORP | 股票-公用事業 | 3.17% | -1.14% | +21.51% | |
| 14 | NSC | Norfolk Southern CORP | 股票-工業 | 3.05% | +0.28% | — | |
| 15 | TRGP | Targa Resources CORP | 股票-能源 | 3.00% | — | — | |
| 16 | PPL | Ppl CORP | 股票-公用事業 | 2.93% | — | -6.22% | |
| 17 | DTM | Dt Midstream Inc | 股票-能源 | 2.86% | -0.19% | — | |
| 18 | CSX | Csx CORP | 股票-工業 | 2.86% | +0.33% | — | |
| 19 | ATO | Atmos Energy CORP | 股票-公用事業 | 2.40% | -0.51% | -39.58% | |
| 20 | TRP | Tc Energy CORP | 股票-能源 | 2.28% | — | -56.05% | |
| 21 | SOBO | South Bow CORP | 股票-其他 | 2.10% | -0.24% | — | |
| 22 | MLI | Mueller Industries Inc | 股票-工業 | 1.96% | -0.30% | — | |
| 23 | POWL | Powell Industries Inc | 股票-工業 | 1.78% | -0.25% | +55.68% | |
| 24 | AIT | Applied Industrial Tech Inc | 股票-工業 | 1.74% | +0.26% | +78.53% | |
| 25 | EGP | Eastgroup Properties Inc | 股票-房地產 | 1.72% | +0.36% | +3.59% | |
| 26 | CCI | Crown Castle Inc | 股票-房地產 | 1.71% | -0.53% | — | |
| 27 | EIX | Edison International | 股票-公用事業 | 1.57% | — | — | |
| 28 | ADMA | Adma Biologics Inc | 股票-醫療保健 | 1.37% | — | +1215.15% | |
| 29 | ATKR | Atkore Inc | 股票-其他 | 1.26% | +0.82% | +720.24% | |
| 30 | PRI | Primerica Inc | 股票-金融 | 0.98% | +0.70% | +75.87% | |
| 31 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.95% | +0.44% | NEW | |
| 32 | EME | Emcor Group Inc | 股票-工業 | 0.81% | — | -48.36% | |
| 33 | SLGN | Silgan Holdings Inc | 股票-循環性消費 | 0.65% | — | +56.52% | |
| 34 | PLPC | Preformed Line Products Co | 股票-其他 | 0.60% | -0.17% | +21.56% | |
| 35 | RLI | Rli CORP | 股票-金融 | 0.56% | -0.46% | EXIT | |
| 36 | FN | Fabrinet | 股票-科技 | 0.53% | -0.18% | +42.58% | |
| 37 | CLS | Celestica Inc | 股票-科技 | 0.46% | — | -59.51% | |
| 38 | SIGI | Selective Insurance Group | 股票-金融 | 0.44% | — | — | |
| 39 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.42% | -0.26% | +4.85% | |
| 40 | EXP | Eagle Materials Inc | 股票-原物料 | 0.42% | — | +469.69% | |
| 41 | USX1 | United States Steel CORP | 股票-其他 | 0.41% | — | — | |
| 42 | MTZ | Mastec Inc | 股票-工業 | 0.40% | — | +27.24% | |
| 43 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.39% | +0.06% | — | |
| 44 | CIEN | Ciena CORP | 股票-科技 | 0.38% | -0.06% | — | |
| 45 | CHE | Chemed CORP | 股票-醫療保健 | 0.25% | — | -68.79% | |
| 46 | LTC | Ltc Properties Inc | 股票-其他 | 0.22% | -0.40% | EXIT | |
| 47 | CCJ | Cameco CORP | 股票-能源 | 0.21% | -0.01% | -50.00% | |
| 48 | CBU | Community Financial System I | 股票-其他 | 0.21% | +0.60% | -65.95% | |
| 49 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.21% | — | -65.69% | |
| 50 | KNF | Knife River CORP | 股票-原物料 | 0.20% | — | +156.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TXNM | Txnm Energy Inc | +3.1% | +69.59% | 加碼 |
| 2 | DTM | Dt Midstream Inc | +2.9% | NEW | 新建倉 |
| 3 | SOBO | South Bow CORP | +2.1% | NEW | 新建倉 |
| 4 | EXC | Exelon CORP | +1.3% | — | 不變 |
| 5 | ADMA | Adma Biologics Inc | +1.3% | +1215.15% | 加碼 |
| 6 | NEE | Nextera Energy Inc | +1.2% | +37.42% | 加碼 |
| 7 | ATKR | Atkore Inc | +1.1% | +720.24% | 加碼 |
| 8 | LNG | Cheniere Energy Inc | +1.1% | +20.76% | 加碼 |
| 9 | AMT | American Tower CORP | +1% | +10.89% | 加碼 |
| 10 | AIT | Applied Industrial Tech Inc | +0.8% | +78.53% | 加碼 |
| 11 | PRI | Primerica Inc | +0.5% | +75.87% | 加碼 |
| 12 | USX1 | United States Steel CORP | +0.4% | NEW | 新建倉 |
| 13 | TRGP | Targa Resources CORP | +0.4% | — | 不變 |
| 14 | MEDP | Medpace Holdings Inc | +0.4% | NEW | 新建倉 |
| 15 | CIEN | Ciena CORP | +0.4% | NEW | 新建倉 |
| 16 | EXP | Eagle Materials Inc | +0.3% | +469.69% | 加碼 |
| 17 | CCI | Crown Castle Inc | +0.3% | — | 不變 |
| 18 | PPL | Ppl CORP | +0.3% | -6.22% | 減碼 |
| 19 | EGP | Eastgroup Properties Inc | +0.3% | +3.59% | 加碼 |
| 20 | SLGN | Silgan Holdings Inc | +0.3% | +56.52% | 加碼 |
| 21 | POWL | Powell Industries Inc | +0.2% | +55.68% | 加碼 |
| 22 | PLPC | Preformed Line Products Co | +0.2% | +21.56% | 加碼 |
| 23 | BLD | Topbuild CORP | +0.2% | NEW | 新建倉 |
| 24 | MLI | Mueller Industries Inc | 0% | — | 不變 |
| 25 | CSX | Csx CORP | -0.1% | — | 不變 |
| 26 | PNW | Pinnacle West Capital Corporation | -0.1% | -47.71% | 減碼 |
| 27 | VRRM | Verra Mobility CORP | -0.1% | EXIT | 清倉 |
| 28 | EXE | Expand Energy CORP | -0.2% | -66.67% | 減碼 |
| 29 | MEOH | Methanex CORP | -0.2% | -60.59% | 減碼 |
| 30 | NXE | Nexgen Energy LTD | -0.2% | -21.52% | 減碼 |
| 31 | UEC | Uranium Energy CORP | -0.2% | -28.57% | 減碼 |
| 32 | AA | Alcoa CORP | -0.2% | -83.33% | 減碼 |
| 33 | CCJ | Cameco CORP | -0.3% | -50.00% | 減碼 |
| 34 | CHE | Chemed CORP | -0.4% | -68.79% | 減碼 |
| 35 | EIX | Edison International | -0.4% | — | 不變 |
| 36 | CBU | Community Financial System I | -0.4% | -65.95% | 減碼 |
| 37 | COLB | Columbia Banking System Inc | -0.5% | -82.50% | 減碼 |
| 38 | EVR | Evercore Inc - A | -0.6% | -80.71% | 減碼 |
| 39 | STRL | Sterling Infrastructure Inc | -0.7% | -65.69% | 減碼 |
| 40 | 7SU | Summit Materials Inc -cl A | -0.7% | EXIT | 清倉 |
| 41 | CLS | Celestica Inc | -0.8% | -59.51% | 減碼 |
| 42 | PEG | Public Service Enterprise Gp | -0.9% | -17.70% | 減碼 |
| 43 | WLDN | Willdan Group Inc | -0.9% | EXIT | 清倉 |
| 44 | ATO | Atmos Energy CORP | -0.9% | -39.58% | 減碼 |
| 45 | EME | Emcor Group Inc | -1.1% | -48.36% | 減碼 |
| 46 | PRIM | Primoris Services CORP | -1.3% | -90.73% | 減碼 |
| 47 | MOD | Modine Manufacturing Co | -1.3% | EXIT | 清倉 |
| 48 | OKE | Oneok Inc | -2.4% | EXIT | 清倉 |
| 49 | TRP | Tc Energy CORP | -2.6% | -56.05% | 減碼 |
| 50 | SRE | Sempra | -5.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Ausbil Investment Management Ltd 在 Q1 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 66 個公開持股部位。
在 Q1 2025 季度，Ausbil Investment Management Ltd 按市值排列的前三大核心持股分別為：TXNM (6.2%)、EXC (5.6%)、NI (4.8%)。其中最大持股部位 TXNM 佔據整體投資組合約 6.2% 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
DTM
市值: US$443.1萬
本季最大獲利了結 / 清倉標的
SRE
前期市值: US$862.3萬
在 Q1 2025 季度中，Ausbil Investment Management Ltd 共進行了 44 項持倉異動，包含新建倉 6 個部位、加碼 13 個部位、減碼 19 個部位以及清倉 6 個部位。 其中最大新建倉標的為 DTM。 本季清倉部位包含 SRE。
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。