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: 0001631562
申報總市值
US$62.3億
US$62.3億
53 檔
22.0%
在 Q3 2025 的 13F 官方備案中，CCLA Investment Management 管理的美股投資組合規模來到 US$62.3億，整體持股檔數為 53 檔。
CCLA Investment Management 於 Q3 2025 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 31 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，CCLA Investment Management 的前 5 大核心持股（包含 MSFT, GOOG, AMZN 等）合計佔整體申報市值的 22.0%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.91% | -0.44% | +7.45% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.53% | +1.40% | +10.15% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.30% | +0.27% | +10.78% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.33% | +0.20% | +20.04% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 2.89% | +0.04% | +1.81% | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 2.64% | +0.16% | +2.15% | |
| 7 | SNPS | Synopsys Inc | 股票-科技 | 2.54% | -0.44% | +4.70% | |
| 8 | ICE | Intercontinental Exchange In | 股票-金融 | 2.45% | -0.28% | +2.08% | |
| 9 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.45% | +0.10% | +2.30% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 2.45% | -0.14% | +1.24% | |
| 11 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 2.38% | +0.13% | +104.24% | |
| 12 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.36% | -0.41% | +12.57% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事業 | 2.34% | +0.28% | +14.55% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.33% | +0.16% | -5.30% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 2.30% | -0.01% | +41.34% | |
| 16 | ROP | Roper Technologies Inc | 股票-科技 | 2.28% | -0.27% | -4.64% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.27% | -0.02% | +1.98% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 2.27% | — | +10.13% | |
| 19 | TRU | Transunion | 股票-金融 | 2.26% | -0.13% | +2.05% | |
| 20 | INTU | Intuit Inc | 股票-科技 | 2.23% | +0.14% | +2.78% | |
| 21 | PTC | Ptc Inc | 股票-科技 | 2.23% | -0.35% | +25.05% | |
| 22 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 2.22% | -0.52% | +2.03% | |
| 23 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.22% | -0.13% | +11.56% | |
| 24 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.12% | -0.19% | +2.36% | |
| 25 | A | Agilent Technologies Inc | 股票-醫療保健 | 2.11% | +0.18% | +10.46% | |
| 26 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.10% | -0.31% | -6.36% | |
| 27 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 2.04% | — | +3.28% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.01% | -0.31% | +7.58% | |
| 29 | FTNT | Fortinet Inc | 股票-科技 | 2.00% | -0.40% | +2.11% | |
| 30 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.91% | — | — | |
| 31 | TT | Trane Technologies plc | 股票-工業 | 1.90% | -0.30% | +13.50% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 1.89% | -0.12% | +19.87% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.88% | -0.08% | +2.06% | |
| 34 | IR | Ingersoll-rand Inc | 股票-工業 | 1.82% | -0.24% | +19.45% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 1.53% | -0.19% | +26.13% | |
| 36 | DE | Deere & Co | 股票-工業 | 1.52% | +0.01% | +2.25% | |
| 37 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.51% | -0.02% | -15.37% | |
| 38 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.46% | -0.22% | — | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 1.29% | -0.12% | -0.71% | |
| 40 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.10% | -1.10% | EXIT | |
| 41 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.97% | -0.02% | — | |
| 42 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.94% | -0.40% | +0.02% | |
| 43 | ARCC | Ares Capital CORP | 股票-金融 | 0.89% | -0.34% | — | |
| 44 | AME | Ametek Inc | 股票-工業 | 0.78% | +0.11% | +9.13% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.64% | +0.05% | — | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.48% | +0.30% | — | |
| 47 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.41% | — | +5.59% | |
| 48 | MDT | Medtronic plc | 股票-醫療保健 | 0.20% | +0.01% | +3.66% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.08% | +0.02% | +4.49% | |
| 50 | CSCO | Cisco Systems Inc | 股票-科技 | 0.07% | +0.01% | +4.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2.6% | +10.15% | 加碼 |
| 2 | AVGO | Broadcom Inc | +2.1% | +20.04% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.8% | +7.45% | 加碼 |
| 4 | DHR | Danaher CORP | +0.8% | +41.34% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.7% | +10.78% | 加碼 |
| 6 | A | Agilent Technologies Inc | +0.7% | +10.46% | 加碼 |
| 7 | TRU | Transunion | +0.5% | +2.05% | 加碼 |
| 8 | NXPI | NXP Semiconductors N.V. | +0.5% | +11.56% | 加碼 |
| 9 | IR | Ingersoll-rand Inc | +0.5% | +19.45% | 加碼 |
| 10 | NOW | Servicenow Inc | +0.4% | +26.13% | 加碼 |
| 11 | SNPS | Synopsys Inc | +0.4% | +4.70% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | — | 加碼 |
| 13 | TJX | Tjx Companies Inc | +0.3% | +2.06% | 加碼 |
| 14 | TXN | Texas Instruments Inc | +0.3% | +19.87% | 加碼 |
| 15 | TT | Trane Technologies plc | +0.2% | +13.50% | 減碼 |
| 16 | SYK | Stryker CORP | +0.1% | +10.13% | 加碼 |
| 17 | AME | Ametek Inc | +0.1% | +9.13% | 加碼 |
| 18 | ORLY | O'reilly Automotive Inc | +0.1% | +2.03% | 加碼 |
| 19 | ABT | Abbott Laboratories | +0.1% | +7.58% | 加碼 |
| 20 | MA | Mastercard Inc - A | +0.1% | +1.98% | 加碼 |
| 21 | HDB | Hdfc Bank Ltd-adr | 0% | +104.24% | 加碼 |
| 22 | INTU | Intuit Inc | 0% | +2.78% | 減碼 |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | -5.30% | 加碼 |
| 24 | AJG | Arthur J Gallagher & Co | -0.1% | +12.57% | 加碼 |
| 25 | ICE | Intercontinental Exchange In | -0.1% | +2.08% | 加碼 |
| 26 | V | Visa Inc-class A Shares | -0.1% | +1.81% | 加碼 |
| 27 | SPGI | S&p Global Inc | -0.2% | +2.15% | 加碼 |
| 28 | CME | Cme Group Inc | -0.2% | +1.24% | 加碼 |
| 29 | ARCC | Ares Capital CORP | -0.2% | — | 減碼 |
| 30 | AMT | American Tower CORP | -0.3% | -0.71% | 加碼 |
| 31 | FTNT | Fortinet Inc | -0.3% | +2.11% | 加碼 |
| 32 | ZTS | Zoetis Inc | -0.3% | -6.36% | 加碼 |
| 33 | MRSH | Marsh & Mclennan Cos | -0.5% | +2.36% | 加碼 |
| 34 | MCD | Mcdonald's CORP | -0.5% | -15.37% | 減碼 |
| 35 | TW | Tradeweb Markets Inc-class A | -0.7% | +3.28% | 加碼 |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | -0.7% | +14.55% | 減碼 |
| 37 | ROP | Roper Technologies Inc | -0.8% | -4.64% | 減碼 |
| 38 | BXSL | Blackstone Secured Lending F | -0.9% | +0.02% | 減碼 |
| 39 | PTC | Ptc Inc | — | NEW | 新建倉 |
| 40 | AKX | Ansys Inc | — | EXIT | 清倉 |
| 41 | BKNG | Booking Holdings Inc | — | NEW | 新建倉 |
| 42 | ICLR | ICON Public Limited Company | — | EXIT | 清倉 |
| 43 | NICE | Nice LTD - Spon Adr | — | EXIT | 清倉 |
| 44 | AVTR | Avantor Inc | — | EXIT | 清倉 |
| 45 | MELI | Mercadolibre Inc | — | NEW | 新建倉 |
| 46 | UNP | Union Pacific CORP | — | EXIT | 清倉 |
| 47 | ACN | Accenture plc | — | EXIT | 清倉 |
| 48 | IEX | Idex CORP | — | EXIT | 清倉 |
| 49 | APH | Amphenol Corp-cl A | — | NEW | 新建倉 |
| 50 | FSK | Fs Kkr Capital CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，CCLA Investment Management 在 Q3 2025 季度的美股持倉總市值約為 US$62.3億，共申報了 53 個公開持股部位。
在 Q3 2025 季度，CCLA Investment Management 按市值排列的前三大核心持股分別為：MSFT (5.9%)、GOOG (5.5%)、AMZN (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.9% 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
PTC
市值: US$1.4億
本季最大獲利了結 / 清倉標的
AKX
前期市值: US$1.3億
在 Q3 2025 季度中，CCLA Investment Management 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 31 個部位、減碼 7 個部位以及清倉 7 個部位。 其中最大新建倉標的為 PTC。 本季清倉部位包含 AKX。
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。