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: 0001942364
申報總市值
US$29.6億
US$29.6億
298 檔
16.4%
Azimuth Capital Investment Management LLC 在 Q3 2025 季度的美股部位總計估值為 US$29.6億，分散於 298 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2025 申報觀察，Azimuth Capital Investment Management LLC 採取防禦導向的調倉策略，本季減碼 100 檔個股並出清 16 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，Azimuth Capital Investment Management LLC 的前 5 大核心持股（包含 MSFT, , AAPL 等）合計佔整體申報市值的 16.4%，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 298 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 | MSFT | Microsoft CORP | 股票-科技 | 4.73% | -0.57% | +3.39% | |
| 2 | ✓ | 股票-其他 | 3.81% | — | +0.59% | ||
| 3 | AAPL | Apple Inc | 股票-科技 | 3.61% | +0.03% | +5.04% | |
| 4 | ✓ | 股票-其他 | 3.01% | — | -8.07% | ||
| 5 | ✓ | 股票-其他 | 2.29% | — | -2.67% | ||
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.78% | +0.18% | -8.18% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 1.60% | -0.46% | +0.07% | |
| 8 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.57% | +0.04% | -1.69% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.49% | +0.02% | -0.10% | |
| 10 | ✓ | 股票-其他 | 1.45% | — | +0.15% | ||
| 11 | ✓ | 股票-其他 | 1.30% | — | +105.16% | ||
| 12 | SYK | Stryker CORP | 股票-醫療保健 | 1.25% | -0.07% | -0.67% | |
| 13 | ✓ | 股票-其他 | 1.20% | — | -2.47% | ||
| 14 | ✓ | 股票-其他 | 1.18% | — | -0.24% | ||
| 15 | ✓ | 股票-其他 | 1.18% | — | +6.71% | ||
| 16 | ✓ | 股票-其他 | 1.15% | — | -1.50% | ||
| 17 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.11% | -0.12% | -0.72% | |
| 18 | ✓ | 股票-其他 | 1.11% | — | +0.59% | ||
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.04% | -0.43% | +2.33% | |
| 20 | BA | Boeing Co/the | 股票-工業 | 0.99% | -0.04% | +0.58% | |
| 21 | HEI | Heico CORP | 股票-工業 | 0.95% | +0.06% | -2.06% | |
| 22 | ✓ | 股票-其他 | 0.94% | — | -0.08% | ||
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | +0.22% | -1.00% | |
| 24 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | -0.14% | -0.98% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.89% | -0.20% | -4.34% | |
| 26 | ✓ | 股票-其他 | 0.89% | — | -1.90% | ||
| 27 | ✓ | 股票-其他 | 0.89% | — | -0.19% | ||
| 28 | ✓ | 股票-其他 | 0.83% | — | -10.95% | ||
| 29 | ✓ | 股票-其他 | 0.83% | — | +81.45% | ||
| 30 | ADSK | Autodesk Inc | 股票-科技 | 0.81% | -0.59% | EXIT | |
| 31 | APH | Amphenol Corp-cl A | 股票-科技 | 0.81% | +0.13% | -1.89% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.01% | -1.68% | |
| 33 | ✓ | 股票-其他 | 0.77% | — | -1.46% | ||
| 34 | FAST | Fastenal Co | 股票-工業 | 0.77% | -0.06% | -0.13% | |
| 35 | ✓ | 股票-其他 | 0.77% | — | -1.55% | ||
| 36 | ✓ | 股票-其他 | 0.74% | — | -1.09% | ||
| 37 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 0.74% | -0.09% | -1.62% | |
| 38 | ✓ | 股票-其他 | 0.73% | — | +34.58% | ||
| 39 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 0.73% | -0.01% | +0.22% | |
| 40 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.71% | -0.04% | -0.84% | |
| 41 | ✓ | 股票-其他 | 0.71% | — | -2.05% | ||
| 42 | INTU | Intuit Inc | 股票-科技 | 0.70% | -0.31% | EXIT | |
| 43 | ✓ | 股票-其他 | 0.70% | — | +22.43% | ||
| 44 | ✓ | 股票-其他 | 0.68% | — | -3.04% | ||
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.67% | +1.23% | +36.44% | |
| 46 | ROP | Roper Technologies Inc | 股票-科技 | 0.65% | — | -3.10% | |
| 47 | RSG | Republic Services Inc | 股票-工業 | 0.65% | -0.13% | -9.67% | |
| 48 | ✓ | 股票-其他 | 0.65% | — | -1.01% | ||
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.03% | -1.64% | |
| 50 | GD | General Dynamics CORP | 股票-工業 | 0.63% | -0.06% | +0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.5% | +3.39% | 加碼 |
| 2 | ✓ | +1.2% | +105.16% | 加碼 | |
| 3 | ✓ | +1.2% | -8.07% | 減碼 | |
| 4 | ✓ | +0.8% | +0.59% | 加碼 | |
| 5 | ✓ | +0.6% | +0.59% | 減碼 | |
| 6 | BAC | Bank Of America CORP | +0.4% | -0.10% | 加碼 |
| 7 | YUM | Yum! Brands Inc | +0.4% | +3.77% | 加碼 |
| 8 | ✓ | +0.4% | -1.46% | 加碼 | |
| 9 | BA | Boeing Co/the | +0.4% | +0.58% | 加碼 |
| 10 | EADSY | Airbus Se - Unsp Adr | +0.4% | +45.53% | 加碼 |
| 11 | ✓ | +0.3% | -2.67% | 減碼 | |
| 12 | VEEV | Veeva Systems Inc-class A | +0.3% | -1.62% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.3% | +36.44% | 加碼 |
| 14 | ✓ | +0.3% | +81.45% | 加碼 | |
| 15 | ✓ | +0.3% | +34.58% | 加碼 | |
| 16 | ✓ | +0.3% | -3.04% | 加碼 | |
| 17 | MPWR | Monolithic Power Systems Inc | +0.3% | -0.72% | 減碼 |
| 18 | INTU | Intuit Inc | +0.3% | +9.97% | 加碼 |
| 19 | ROP | Roper Technologies Inc | +0.2% | -3.10% | 加碼 |
| 20 | BNY | Bank Of New York Mellon CORP | +0.2% | -1.69% | 減碼 |
| 21 | NTDOY | Nintendo Co Ltd-unspons Adr | +0.2% | -0.27% | 加碼 |
| 22 | ✓ | +0.2% | +3.56% | 加碼 | |
| 23 | ✓ | +0.1% | +0.59% | 加碼 | |
| 24 | ✓ | +0.1% | +71.02% | 加碼 | |
| 25 | ✓ | +0.1% | +75.82% | 加碼 | |
| 26 | ✓ | +0.1% | +104.74% | 加碼 | |
| 27 | ✓ | +0.1% | +0.97% | 加碼 | |
| 28 | WFC | Wells Fargo & Co | +0.1% | +0.07% | 加碼 |
| 29 | ✓ | +0.1% | -1.50% | 減碼 | |
| 30 | EUFN | Ishares Msci Europe Financia | +0.1% | +0.22% | 加碼 |
| 31 | FAST | Fastenal Co | +0.1% | -0.13% | 加碼 |
| 32 | CASY | Casey's General Stores Inc | +0.1% | -0.84% | 減碼 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.63% | 減碼 |
| 34 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.29% | 減碼 |
| 35 | ASML | ASML Holding N.V. | +0.1% | -1.80% | 減碼 |
| 36 | ✓ | +0.1% | +22.43% | 加碼 | |
| 37 | C | Citigroup Inc | +0.1% | -8.72% | 減碼 |
| 38 | ✓ | +0.1% | -0.26% | 加碼 | |
| 39 | ✓ | +0.1% | -2.47% | 減碼 | |
| 40 | GD | General Dynamics CORP | +0.1% | +0.64% | 減碼 |
| 41 | ✓ | +0.1% | -0.58% | 加碼 | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.45% | 加碼 |
| 43 | ✓ | +0.1% | +67.12% | 加碼 | |
| 44 | HEI | Heico CORP | +0.1% | -2.06% | 減碼 |
| 45 | ADSK | Autodesk Inc | +0.1% | -2.09% | 減碼 |
| 46 | EEM | Ishares Msci Emerging Market | 0% | -1.07% | 減碼 |
| 47 | ✓ | 0% | -0.44% | 減碼 | |
| 48 | STT | State Street CORP | 0% | -0.70% | 減碼 |
| 49 | ✓ | 0% | -1.55% | 減碼 | |
| 50 | KO | Coca-cola Co/the | 0% | +0.13% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Azimuth Capital Investment Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$29.6億，共申報了 298 個公開持股部位。
在 Q3 2025 季度，Azimuth Capital Investment Management LLC 按市值排列的前三大核心持股分別為：MSFT (4.7%)、 (3.8%)、AAPL (3.6%)。其中最大持股部位 MSFT 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
市值: US$1244.2萬
本季最大獲利了結 / 清倉標的
RGA
前期市值: US$1137.0萬
在 Q3 2025 季度中，Azimuth Capital Investment Management LLC 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 74 個部位、減碼 100 個部位以及清倉 16 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 RGA。
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。