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: 0000926834
申報總市值
US$15.7億
US$15.7億
107 檔
21.2%
在 Q4 2025 申報期間，Avity Investment Management Inc.（CIK: 0000926834）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$15.7億，共持有 107 個公開申報部位。
從 Q4 2025 申報觀察，Avity Investment Management Inc. 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Avity Investment Management Inc. 的前 5 大核心持股（包含 AAPL, APH, AMZN 等）合計佔整體申報市值的 21.2%，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 | AAPL | Apple Inc | 股票-科技 | 5.96% | -0.96% | -0.95% | |
| 2 | APH | Amphenol Corp-cl A | 股票-科技 | 4.66% | +0.69% | -11.06% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.29% | -0.01% | -1.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.25% | -0.40% | -0.59% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.19% | +0.17% | -2.70% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.05% | -0.52% | -0.44% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.90% | +0.04% | -1.14% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.59% | -0.43% | -2.45% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 3.45% | +1.87% | -14.34% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 3.41% | -0.73% | -2.78% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.33% | -0.02% | -0.96% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.28% | -0.56% | -2.97% | |
| 13 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.70% | -0.36% | +1.12% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.66% | -0.40% | -0.88% | |
| 15 | ECL | Ecolab Inc | 股票-原物料 | 2.59% | -0.52% | -1.13% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 2.58% | -0.32% | +400.47% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.43% | +1.76% | -1.21% | |
| 18 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.31% | -0.52% | +7.07% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 2.24% | +0.61% | -5.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.21% | -0.08% | -0.25% | |
| 21 | ODFL | Old Dominion Freight Line | 股票-工業 | 2.06% | -0.12% | +163.38% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 2.03% | -0.83% | -1.37% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.77% | -0.01% | +1.68% | |
| 24 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.71% | +0.16% | -4.64% | |
| 25 | RJF | Raymond James Financial Inc | 股票-金融 | 1.63% | -0.13% | +0.29% | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 1.63% | -0.09% | -3.34% | |
| 27 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.54% | -0.09% | — | |
| 28 | ACN | Accenture plc | 股票-科技 | 1.52% | -1.11% | -3.93% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 1.51% | +0.77% | -0.70% | |
| 30 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.46% | -0.51% | EXIT | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.41% | -0.16% | -8.11% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.40% | -0.12% | -46.75% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.10% | +0.10% | -3.55% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.09% | +0.01% | -1.62% | |
| 35 | TFC | Truist Financial CORP | 股票-金融 | 1.06% | -0.07% | -0.44% | |
| 36 | UBER | Uber Technologies Inc | 股票-工業 | 1.00% | -0.09% | +3.96% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.84% | -0.07% | +11.12% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.70% | +1.11% | +7.23% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | +0.02% | -9.77% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.51% | -0.01% | -5.99% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.40% | -0.01% | -0.97% | |
| 42 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.38% | -0.04% | +9.54% | |
| 43 | CARR | Carrier Global CORP | 股票-工業 | 0.30% | +0.32% | -81.82% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.22% | -0.02% | -0.33% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.20% | -0.24% | EXIT | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.19% | — | -1.73% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.18% | +0.01% | -0.21% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.17% | -0.07% | +2.08% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.16% | -0.01% | — | |
| 50 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.16% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ODFL | Old Dominion Freight Line | +1.4% | +163.38% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -2.70% | 減碼 |
| 3 | BSX | Boston Scientific CORP | +0.4% | +33.98% | 加碼 |
| 4 | AAPL | Apple Inc | +0.3% | -0.95% | 減碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1.68% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -2.45% | 減碼 |
| 7 | AMAT | Applied Materials Inc | +0.2% | -14.34% | 減碼 |
| 8 | BDX | Becton Dickinson And Co | +0.2% | +7.07% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.55% | 減碼 |
| 10 | RTX | Rtx CORP | +0.2% | -2.78% | 減碼 |
| 11 | AMGN | Amgen Inc | +0.2% | -3.34% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -1.45% | 減碼 |
| 13 | NEE | Nextera Energy Inc | +0.1% | -0.88% | 減碼 |
| 14 | EFA | Ishares Msci Eafe ETF | +0.1% | +11.12% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.1% | -2.97% | 減碼 |
| 16 | TFC | Truist Financial CORP | +0.1% | -0.44% | 減碼 |
| 17 | ACN | Accenture plc | +0.1% | -3.93% | 減碼 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.96% | 減碼 |
| 19 | VWO | Vanguard Ftse Emerging Marke | 0% | +39.64% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | -0.25% | 減碼 |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +9.54% | 加碼 |
| 22 | LLY | Eli Lilly & Co | 0% | -0.38% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | 0% | — | 不變 |
| 24 | NFLX | Netflix Inc | 0% | +900.00% | 加碼 |
| 25 | HD | Home Depot Inc | 0% | — | 不變 |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | -5.99% | 減碼 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -9.77% | 減碼 |
| 28 | IWB | Ishares Russell 1000 ETF | 0% | -59.72% | 減碼 |
| 29 | NVDA | Nvidia CORP | -0.1% | -1.14% | 減碼 |
| 30 | CVX | Chevron CORP | -0.1% | -1.37% | 減碼 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -8.11% | 減碼 |
| 32 | RJF | Raymond James Financial Inc | -0.1% | +0.29% | 加碼 |
| 33 | ECL | Ecolab Inc | -0.1% | -1.13% | 減碼 |
| 34 | APH | Amphenol Corp-cl A | -0.1% | -11.06% | 減碼 |
| 35 | UBER | Uber Technologies Inc | -0.2% | +3.96% | 加碼 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.2% | +1.12% | 加碼 |
| 37 | ORCL | Oracle CORP | -0.2% | +7.23% | 加碼 |
| 38 | ETN | Eaton Corporation plc | -0.3% | -0.70% | 減碼 |
| 39 | TXN | Texas Instruments Inc | -0.3% | -5.24% | 減碼 |
| 40 | PANW | Palo Alto Networks Inc | -0.3% | -1.21% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.3% | -0.59% | 減碼 |
| 42 | MELI | Mercadolibre Inc | -0.4% | -4.64% | 減碼 |
| 43 | META | Meta Platforms Inc-class A | -0.5% | -0.44% | 減碼 |
| 44 | NOW | Servicenow Inc | -0.5% | +400.47% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | -1.4% | -46.75% | 減碼 |
| 46 | CARR | Carrier Global CORP | -1.6% | -81.82% | 減碼 |
| 47 | CL | Colgate-palmolive Co | — | NEW | 新建倉 |
| 48 | C | Citigroup Inc | — | NEW | 新建倉 |
| 49 | BA | Boeing Co/the | — | NEW | 新建倉 |
| 50 | OKTA | Okta Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Avity Investment Management Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$15.7億，共申報了 107 個公開持股部位。
在 Q4 2025 季度，Avity Investment Management Inc. 按市值排列的前三大核心持股分別為：AAPL (6.0%)、APH (4.7%)、AMZN (4.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.0% 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
CL
市值: US$2189.8萬
本季最大獲利了結 / 清倉標的
OKTA
前期市值: US$49.7萬
在 Q4 2025 季度中，Avity Investment Management Inc. 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 13 個部位、減碼 31 個部位以及清倉 1 個部位。 其中最大新建倉標的為 CL。 本季清倉部位包含 OKTA。
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。