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: 0001079397
申報總市值
US$1.3億
US$1.3億
321 檔
27.6%
Q2 2025 季度申報顯示，Chesapeake Asset Management LLC 揭露的美股組合總市值為 US$1.3億，涵蓋 321 個不同之權益投資部位。
Chesapeake Asset Management LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 6 個全新部位及加碼 14 檔持股的同時，亦同步清倉 3 檔並減碼 21 檔標的。
整體而言，Chesapeake Asset Management LLC 的前 5 大持股（包含 MSFT, LLY, SPOT）貢獻了組合市值的 27.6%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 321 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 | 10.27% | -0.10% | -1.28% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 6.24% | +2.02% | -0.41% | |
| 3 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 5.64% | -0.59% | +2.10% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.39% | +0.51% | -1.28% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.97% | +0.34% | -0.73% | |
| 6 | R | Ryder System Inc | 股票-工業 | 2.77% | +0.59% | -0.17% | |
| 7 | AFL | Aflac Inc | 股票-金融 | 2.69% | +0.06% | — | |
| 8 | GGAL | Grupo Financiero Galicia-adr | 股票-其他 | 2.64% | -0.99% | — | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.41% | +0.10% | -0.14% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.18% | -0.95% | -7.97% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.01% | +0.15% | -8.08% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.79% | +0.13% | -1.24% | |
| 13 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.67% | — | — | |
| 14 | BBAR | Bbva Argentina Sa-adr | 股票-其他 | 1.51% | -0.63% | — | |
| 15 | J | Jacobs Solutions Inc | 股票-工業 | 1.44% | -0.04% | +0.12% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.38% | -1.17% | — | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.29% | +1.27% | +26.00% | |
| 18 | BMA | Banco Macro Sa-adr | 股票-其他 | 1.22% | -0.32% | +2.03% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.22% | -0.07% | -1.73% | |
| 20 | GWRE | Guidewire Software Inc | 股票-科技 | 1.21% | — | — | |
| 21 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.16% | +0.01% | +3404.89% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | +0.13% | — | |
| 23 | SPG | Simon Property Group Inc | 股票-房地產 | 1.04% | -0.68% | -0.07% | |
| 24 | UL | Unilever PLC | 股票-非循環性消費 | 1.03% | — | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.21% | -7.28% | |
| 26 | WMB | Williams Cos Inc | 股票-能源 | 0.91% | — | -2.97% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.86% | -0.39% | -20.23% | |
| 28 | BA | Boeing Co/the | 股票-工業 | 0.82% | +0.68% | +7787.27% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.08% | -9.19% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.02% | -1.88% | |
| 31 | YPF | Ypf S.a.-sponsored Adr | 股票-其他 | 0.76% | -0.76% | — | |
| 32 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 0.75% | +0.03% | +10.15% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.71% | -0.15% | -1.06% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.22% | -1.99% | |
| 35 | PAM | Pampa Energia Sa-spon Adr | 股票-其他 | 0.70% | -0.48% | — | |
| 36 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.69% | -0.01% | -9.74% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.27% | -0.47% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.67% | +0.06% | -3.10% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.67% | -0.13% | -4.21% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.64% | -0.23% | -3.73% | |
| 41 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | -0.21% | -2.63% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.59% | -0.44% | +22.29% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.59% | -0.02% | -12.67% | |
| 44 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.54% | -0.01% | EXIT | |
| 45 | GLW | Corning Inc | 股票-科技 | 0.54% | +0.40% | -2.66% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.52% | +0.03% | -1.62% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.52% | +0.06% | -3.36% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.49% | +0.04% | -11.24% | |
| 49 | PNC | Pnc Financial Services Group | 股票-金融 | 0.48% | +0.32% | -16.19% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.47% | +0.05% | -14.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.1% | -1.28% | 減碼 |
| 2 | SPOT | Spotify Technology S.A. | +1.5% | +2.10% | 加碼 |
| 3 | CRWV | Coreweave Inc-cl A | +1.2% | +3404.89% | 加碼 |
| 4 | BA | Boeing Co/the | +0.8% | +7787.27% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.6% | -8.08% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -0.73% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.4% | +26.00% | 加碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +335.57% | 加碼 |
| 9 | IBM | Intl Business Machines CORP | +0.3% | -0.14% | 減碼 |
| 10 | GEV | GE Vernova Inc | +0.3% | +510.48% | 加碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | +4227.27% | 加碼 |
| 12 | PWR | Quanta Services Inc | +0.2% | +3770.59% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.2% | +77.76% | 加碼 |
| 14 | TEL | TE Connectivity plc | +0.2% | +27940.00% | 加碼 |
| 15 | GWRE | Guidewire Software Inc | +0.2% | — | 不變 |
| 16 | ACN | Accenture plc | +0.2% | +16275.00% | 加碼 |
| 17 | VST | Vistra CORP | +0.2% | +19380.00% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.2% | +10.28% | 加碼 |
| 19 | R | Ryder System Inc | +0.2% | -0.17% | 減碼 |
| 20 | AVB | Avalonbay Communities Inc | +0.1% | +69200.00% | 加碼 |
| 21 | ETN | Eaton Corporation plc | +0.1% | -3.10% | 減碼 |
| 22 | HPQ | Hp Inc | -0.2% | -70.20% | 減碼 |
| 23 | QCOM | Qualcomm Inc | -0.2% | -62.23% | 減碼 |
| 24 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -50.74% | 減碼 |
| 25 | CVX | Chevron CORP | -0.2% | -1.99% | 減碼 |
| 26 | DAL | Delta Air Lines Inc | -0.2% | -97.58% | 減碼 |
| 27 | ABBV | Abbvie Inc | -0.2% | — | 不變 |
| 28 | BBAR | Bbva Argentina Sa-adr | -0.2% | — | 不變 |
| 29 | ITOT | Ishares Core S&p Total U.s. | -0.3% | -68.45% | 減碼 |
| 30 | T | At&t Inc | -0.3% | -54.50% | 減碼 |
| 31 | AFL | Aflac Inc | -0.3% | — | 不變 |
| 32 | PSX | Phillips 66 | -0.3% | -69.73% | 減碼 |
| 33 | CHD | Church & Dwight Co Inc | -0.3% | — | 不變 |
| 34 | GGAL | Grupo Financiero Galicia-adr | -0.4% | — | 不變 |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -1.24% | 減碼 |
| 36 | PEP | Pepsico Inc | -0.4% | -20.23% | 減碼 |
| 37 | PRSU | Pursuit Attractions And Hosp | -0.4% | -77.03% | 減碼 |
| 38 | BKR | Baker Hughes Co | -0.5% | -74.79% | 減碼 |
| 39 | SONY | Sony Group CORP - Sp Adr | -0.6% | -65.32% | 減碼 |
| 40 | LLY | Eli Lilly & Co | -0.7% | -0.41% | 減碼 |
| 41 | AAPL | Apple Inc | -0.8% | -1.28% | 減碼 |
| 42 | MAS | Masco CORP | — | EXIT | 清倉 |
| 43 | ✓ | Put 100 Apple Inc Com Exp 12-19-25@240.000 Option Root= Aapl | — | EXIT | 清倉 |
| 44 | ✓ | Eli Lilly & Co | — | NEW | 新建倉 |
| 45 | MCHX | Marchex, Inc. | — | NEW | 新建倉 |
| 46 | ✓ | Naspers | — | NEW | 新建倉 |
| 47 | FXI | Ishares China Large-cap ETF | — | EXIT | 清倉 |
| 48 | ✓ | Eli Lilly & Co | — | NEW | 新建倉 |
| 49 | SMNEY | Siemens Energy Ag-unsp Adr | — | NEW | 新建倉 |
| 50 | IESC | Ies Holdings Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Chesapeake Asset Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.3億，共申報了 321 個公開持股部位。
在 Q2 2025 季度，Chesapeake Asset Management LLC 按市值排列的前三大核心持股分別為：MSFT (10.3%)、LLY (6.2%)、SPOT (5.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.3% 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
ELI LILLY & CO
市值: US$50.6萬
本季最大獲利了結 / 清倉標的
MAS
前期市值: US$140.9萬
在 Q2 2025 季度中，Chesapeake Asset Management LLC 共進行了 44 項持倉異動，包含新建倉 6 個部位、加碼 14 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ELI LILLY & CO。 本季清倉部位包含 MAS。
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。