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: 0000872098
申報總市值
US$5.7億
US$5.7億
224 檔
12.2%
在 Q1 2025 申報期間，Chapin Davis, Inc.（CIK: 0000872098）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$5.7億，共持有 224 個公開申報部位。
Chapin Davis, Inc. 於 Q1 2025 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 23 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，Chapin Davis, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 12.2%，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 224 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 | AAPL | Apple Inc | 股票-科技 | 7.85% | -1.08% | +3.49% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.50% | -0.76% | +4.53% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.66% | -0.27% | -25.07% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.99% | -0.27% | -1.16% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.63% | -0.35% | +11.89% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | -0.22% | -4.04% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.38% | -0.07% | +1081.41% | |
| 8 | HWM | Howmet Aerospace Inc | 股票-工業 | 2.35% | -0.02% | +1.80% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.09% | -0.69% | +15.36% | |
| 10 | TRGP | Targa Resources CORP | 股票-能源 | 2.07% | -0.03% | -8.12% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.04% | -0.04% | +2.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | -0.21% | -13.00% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.64% | -0.77% | -14.34% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.64% | -0.41% | +24.42% | |
| 15 | FFIV | F5 Inc | 股票-科技 | 1.59% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.14% | -3.07% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 1.26% | -0.01% | +1250.49% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.23% | -0.14% | +31.07% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.18% | -0.12% | +0.03% | |
| 20 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 1.14% | — | — | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.04% | -0.39% | +3.89% | |
| 22 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.97% | -0.13% | +30.09% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.92% | -0.15% | +32.46% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 0.88% | -0.08% | +32.68% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | +0.01% | +19.65% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | -0.04% | -7.75% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.76% | +0.04% | -5.36% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.76% | -0.21% | +30.36% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.75% | -0.06% | +82.55% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | -0.38% | -2.00% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | -0.06% | +51.50% | |
| 32 | BAC | Bank Of America CORP | 股票-金融 | 0.70% | -0.24% | -0.57% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | -0.16% | +35.55% | |
| 34 | FDX | Fedex CORP | 股票-工業 | 0.67% | -0.06% | +64.71% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | -0.10% | +56.66% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.62% | -0.07% | +25.18% | |
| 37 | ET | Energy Transfer LP | 股票-能源 | 0.62% | -0.08% | -9.63% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | -0.06% | -0.27% | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.60% | -0.15% | +66.80% | |
| 40 | VICR | Vicor CORP | 股票-科技 | 0.58% | +1.36% | +265.00% | |
| 41 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | -0.07% | +6.13% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.11% | +8.35% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.56% | -0.17% | -5.32% | |
| 44 | CSX | Csx CORP | 股票-工業 | 0.56% | -0.19% | -0.12% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.53% | -0.05% | +7.96% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.52% | -0.09% | +14.15% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | -0.05% | -4.66% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | -0.21% | -4.48% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.48% | -0.04% | -3.47% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | -0.05% | +22.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +2.3% | +1081.41% | 加碼 |
| 2 | FFIV | F5 Inc | +1.6% | NEW | 新建倉 |
| 3 | PM | Philip Morris International | +1.2% | +1250.49% | 加碼 |
| 4 | TTWO | Take-two Interactive Softwre | +1.1% | NEW | 新建倉 |
| 5 | HWM | Howmet Aerospace Inc | +0.7% | +1.80% | 加碼 |
| 6 | CVX | Chevron CORP | +0.6% | +15.36% | 加碼 |
| 7 | TRGP | Targa Resources CORP | +0.5% | -8.12% | 減碼 |
| 8 | VICR | Vicor CORP | +0.4% | +265.00% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +11.89% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.4% | +24.42% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | -4.04% | 減碼 |
| 12 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +82.55% | 加碼 |
| 13 | PG | Procter & Gamble Co/the | +0.3% | +31.07% | 加碼 |
| 14 | DIS | Walt Disney Co/the | +0.3% | +32.46% | 加碼 |
| 15 | EMR | Emerson Electric Co | +0.3% | +32.68% | 加碼 |
| 16 | APD | Air Products & Chemicals Inc | +0.3% | +30.09% | 加碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +51.50% | 加碼 |
| 18 | FDX | Fedex CORP | +0.2% | +64.71% | 加碼 |
| 19 | LIVN | LivaNova PLC | +0.2% | NEW | 新建倉 |
| 20 | AMGN | Amgen Inc | +0.2% | +56.66% | 加碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -3.07% | 減碼 |
| 22 | BMY | Bristol-myers Squibb Co | +0.2% | +25.18% | 加碼 |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | NEW | 新建倉 |
| 24 | JPST | Jpmorgan Ultra-short Income | +0.2% | NEW | 新建倉 |
| 25 | JBND | Jpmorgan Active Bond ETF | +0.2% | NEW | 新建倉 |
| 26 | VZ | Verizon Communications Inc | +0.2% | +35.55% | 加碼 |
| 27 | OXY | Occidental Petroleum CORP | +0.2% | NEW | 新建倉 |
| 28 | ABBV | Abbvie Inc | +0.2% | +19.65% | 加碼 |
| 29 | ADBE | Adobe Inc | +0.2% | +228.39% | 加碼 |
| 30 | NEE | Nextera Energy Inc | +0.2% | +66.80% | 加碼 |
| 31 | MA | Mastercard Inc - A | +0.2% | +182.15% | 加碼 |
| 32 | NUE | Nucor CORP | +0.1% | +96.87% | 加碼 |
| 33 | KVUE | Kenvue Inc | -0.1% | EXIT | 清倉 |
| 34 | CAT | Caterpillar Inc | -0.2% | -5.36% | 減碼 |
| 35 | BX | Blackstone Inc | -0.2% | -33.57% | 減碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -14.34% | 減碼 |
| 37 | CVS | Cvs Health CORP | -0.3% | EXIT | 清倉 |
| 38 | MSFT | Microsoft CORP | -0.3% | +4.53% | 加碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.4% | -13.00% | 減碼 |
| 40 | CEG | Constellation Energy | -0.6% | -68.34% | 減碼 |
| 41 | UHS | Universal Health Services-b | -0.7% | EXIT | 清倉 |
| 42 | TT | Trane Technologies plc | -0.8% | EXIT | 清倉 |
| 43 | DVA | Davita Inc | -0.9% | EXIT | 清倉 |
| 44 | NTAP | Netapp Inc | -1.1% | EXIT | 清倉 |
| 45 | FICO | Fair Isaac CORP | -1.3% | EXIT | 清倉 |
| 46 | IRM | Iron Mountain Inc | -1.4% | EXIT | 清倉 |
| 47 | NRG | Nrg Energy Inc | -1.4% | EXIT | 清倉 |
| 48 | GDDY | Godaddy Inc - Class A | -1.4% | EXIT | 清倉 |
| 49 | GE | General Electric | -1.5% | -91.41% | 減碼 |
| 50 | NVDA | Nvidia CORP | -2% | -25.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Chapin Davis, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$5.7億，共申報了 224 個公開持股部位。
在 Q1 2025 季度，Chapin Davis, Inc. 按市值排列的前三大核心持股分別為：AAPL (7.8%)、MSFT (5.5%)、NVDA (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.8% 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
FFIV
市值: US$468.0萬
本季最大獲利了結 / 清倉標的
GDDY
前期市值: US$430.5萬
在 Q1 2025 季度中，Chapin Davis, Inc. 共進行了 50 項持倉異動，包含新建倉 7 個部位、加碼 23 個部位、減碼 10 個部位以及清倉 10 個部位。 其中最大新建倉標的為 FFIV。 本季清倉部位包含 GDDY。
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。