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: 0001964189
申報總市值
US$44.3億
US$44.3億
108 檔
32.0%
在 Q1 2025 申報期間，Auto-Owners Insurance Co（CIK: 0001964189）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$44.3億，共持有 108 個公開申報部位。
在 Q1 2025，Auto-Owners Insurance Co 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 25 檔、減碼 25 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 XLRE, DVYE, RIO）累計市值佔比達 32.0%，是驅動 Auto-Owners Insurance Co 該季度整體投資組合績效表現的核心支柱。
本季最大獲利了結 / 清倉標的
SPDW
前期市值: US$7.5億
| # | 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 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 11.84% | -0.08% | +1641.73% | |
| 2 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 7.96% | -0.23% | +23.78% | |
| 3 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 6.44% | — | +77150.00% | |
| 4 | SNA | Snap-on Inc | 股票-工業 | 5.77% | +0.01% | +35967.23% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 5.48% | +0.55% | -16.45% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 5.36% | -1.44% | -76.54% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.53% | +0.14% | +827.22% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.93% | +0.25% | -15.43% | |
| 9 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.66% | -0.07% | -87.31% | |
| 10 | LIN | Linde plc | 股票-原物料 | 2.30% | +0.01% | +4679.03% | |
| 11 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 2.15% | +3.57% | +12.61% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.08% | +0.07% | -15.95% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.96% | -0.26% | -50.04% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.89% | -0.29% | -78.23% | |
| 15 | FMC | Fmc CORP | 股票-原物料 | 1.76% | -0.04% | -7.81% | |
| 16 | GE | General Electric | 股票-工業 | 1.38% | -0.24% | -67.56% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.27% | +0.01% | +1848.34% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.27% | -0.75% | -62.05% | |
| 19 | MMM | 3m Co | 股票-工業 | 1.21% | -0.07% | -8.30% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.15% | +0.16% | +2616.68% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.09% | — | +1111.18% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | -0.63% | -68.95% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.06% | -0.07% | +2201.41% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.03% | — | +1134.86% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | +0.46% | -9.44% | |
| 26 | ITW | Illinois Tool Works | 股票-工業 | 0.97% | +0.01% | +55978.43% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.93% | +0.01% | +3777.01% | |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.90% | -0.44% | -89.88% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.89% | +0.30% | -79.77% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.86% | +0.10% | -82.89% | |
| 31 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.83% | -0.40% | -74.41% | |
| 32 | ECL | Ecolab Inc | 股票-原物料 | 0.83% | — | +27677.78% | |
| 33 | DELL | Dell Technologies -c | 股票-科技 | 0.83% | -0.01% | EXIT | |
| 34 | GM | General Motors Co | 股票-循環性消費 | 0.83% | -0.02% | EXIT | |
| 35 | ABX | Barrick Gold CORP | 股票-金融 | 0.81% | — | +10194.12% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.79% | — | +61054.60% | |
| 37 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 0.78% | -0.35% | EXIT | |
| 38 | HMC | Honda Motor Co Ltd-spons Adr | 股票-循環性消費 | 0.70% | -0.05% | -68.54% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.67% | -0.11% | +20.61% | |
| 40 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.66% | — | +3049.06% | |
| 41 | CME | Cme Group Inc | 股票-金融 | 0.62% | — | +15213.94% | |
| 42 | AMSF | Amerisafe Inc | 股票-其他 | 0.58% | +0.03% | — | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.58% | +0.04% | -55.00% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.52% | -0.08% | EXIT | |
| 45 | BAX | Baxter International Inc | 股票-醫療保健 | 0.49% | +0.14% | -92.26% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.48% | -0.05% | +25.01% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.47% | -0.06% | -77.57% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.43% | — | +27096.65% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | +0.03% | +17.56% | |
| 50 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.41% | — | -42.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLRE | Ss Real Estate Select Sector | +11.1% | +1641.73% | 加碼 |
| 2 | DVYE | Ishares Emerging Markets Div | +6.7% | +23.78% | 加碼 |
| 3 | RIO | Rio Tinto Plc-spon Adr | +6.4% | +77150.00% | 加碼 |
| 4 | SNA | Snap-on Inc | +5.8% | +35967.23% | 加碼 |
| 5 | IEMG | Ishares Core Msci Emerging | +4.1% | +827.22% | 加碼 |
| 6 | LIN | Linde plc | +2.3% | +4679.03% | 加碼 |
| 7 | BDX | Becton Dickinson And Co | +2.1% | -87.31% | 減碼 |
| 8 | FMC | Fmc CORP | +1.3% | -7.81% | 減碼 |
| 9 | ORCL | Oracle CORP | +1.2% | +1848.34% | 加碼 |
| 10 | HDV | Ishares Core High Dividend E | +1% | +1111.18% | 加碼 |
| 11 | MRK | Merck & Co. Inc. | +1% | +1134.86% | 加碼 |
| 12 | VB | Vanguard Small-cap ETF | +1% | +2616.68% | 加碼 |
| 13 | ITW | Illinois Tool Works | +1% | +55978.43% | 加碼 |
| 14 | QCOM | Qualcomm Inc | +0.9% | +3777.01% | 加碼 |
| 15 | DELL | Dell Technologies -c | +0.8% | +18732.89% | 加碼 |
| 16 | GM | General Motors Co | +0.8% | +9318.37% | 加碼 |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +2201.41% | 加碼 |
| 18 | ECL | Ecolab Inc | +0.8% | +27677.78% | 加碼 |
| 19 | ABX | Barrick Gold CORP | +0.8% | +10194.12% | 加碼 |
| 20 | UNP | Union Pacific CORP | +0.8% | +61054.60% | 加碼 |
| 21 | MDLZ | Mondelez International Inc-a | +0.7% | +3049.06% | 加碼 |
| 22 | CME | Cme Group Inc | +0.6% | +15213.94% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -15.43% | 減碼 |
| 24 | RTX | Rtx CORP | -0.4% | +25.01% | 加碼 |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.4% | -82.89% | 減碼 |
| 26 | USB | US Bancorp | -0.5% | -94.62% | 減碼 |
| 27 | PII | Polaris Inc | -0.5% | -98.04% | 減碼 |
| 28 | MSM | Msc Industrial Direct Co-a | -0.5% | -92.08% | 減碼 |
| 29 | PEP | Pepsico Inc | -0.5% | +20.61% | 加碼 |
| 30 | KOF | Coca-cola Femsa Sab-sp Adr | -0.5% | -98.13% | 減碼 |
| 31 | DGRO | Ishares Core Dividend Growth | -0.6% | -67.03% | 減碼 |
| 32 | VCR | Vanguard Consumer Discre ETF | -0.7% | -44.19% | 減碼 |
| 33 | DOW | Dow Inc | -0.7% | -99.54% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.7% | +17.56% | 加碼 |
| 35 | KO | Coca-cola Co/the | -0.7% | -93.92% | 減碼 |
| 36 | GE | General Electric | -0.9% | -67.56% | 減碼 |
| 37 | GEV | GE Vernova Inc | -0.9% | -77.68% | 減碼 |
| 38 | MSFT | Microsoft CORP | -1% | -85.33% | 減碼 |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -1.2% | -77.57% | 減碼 |
| 40 | IUSV | Ishares Core S&p U.s. Value | -1.6% | -62.05% | 減碼 |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -1.9% | -74.41% | 減碼 |
| 42 | VYM | Vanguard High Dvd Yield ETF | -1.9% | -68.95% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -2.2% | -82.98% | 減碼 |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -2.2% | +5643.11% | 加碼 |
| 45 | IDEV | Ishares Core Msci Dev Mkts | -2.9% | -79.77% | 減碼 |
| 46 | EFV | Ishares Msci Eafe Value ETF | -3.6% | -78.23% | 減碼 |
| 47 | XNTK | Ss Spdr Nyse Tech ETF | -3.9% | +12.61% | 加碼 |
| 48 | ITOT | Ishares Core S&p Total U.s. | -4.2% | -16.45% | 減碼 |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -6.1% | -89.88% | 減碼 |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | -11.7% | -76.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Auto-Owners Insurance Co 在 Q1 2025 季度的美股持倉總市值約為 US$44.3億，共申報了 108 個公開持股部位。
在 Q1 2025 季度，Auto-Owners Insurance Co 按市值排列的前三大核心持股分別為：XLRE (11.8%)、DVYE (8.0%)、RIO (6.4%)。其中最大持股部位 XLRE 佔據整體投資組合約 11.8% 的權重。
在 Q1 2025 季度中，Auto-Owners Insurance Co 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 25 個部位、減碼 25 個部位以及清倉 0 個部位。
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。
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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。
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。