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: 0001056859
申報總市值
US$31.7億
US$31.7億
566 檔
23.9%
Q3 2025 季度申報顯示，Chilton Capital Management LLC 揭露的美股組合總市值為 US$31.7億，涵蓋 566 個不同之權益投資部位。
在 Q3 2025，Chilton Capital Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 31 個既有持股進行加碼（合計增持 34 檔），相較減碼與清倉部位顯著佔優。
整體而言，Chilton Capital Management LLC 的前 5 大持股（包含 MSFT, NVDA, AAPL）貢獻了組合市值的 23.9%，形成該機構在 Q3 2025 季度的基本面基石。
本季最大新建倉標的
AEE
市值: US$3135.6萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$6161.2萬
僅顯示前 200 大持股（共 566 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 | 6.67% | -0.49% | +22.21% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.60% | +0.68% | -0.56% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.59% | +0.97% | +15.36% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.89% | -0.09% | +3.48% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.64% | +0.63% | -5.07% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.59% | -0.26% | +4.51% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.65% | +1.02% | +36.27% | |
| 8 | PWR | Quanta Services Inc | 股票-工業 | 2.32% | +0.38% | +63.31% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.19% | -0.30% | +13.09% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.10% | -0.99% | +48.40% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.02% | +0.04% | +8.55% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.97% | — | +13.15% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.96% | -0.18% | +0.27% | |
| 14 | VTR | Ventas Inc | 股票-房地產 | 1.91% | +0.84% | +129.99% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | -0.12% | -21.17% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.80% | -0.99% | -5.28% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.69% | +0.18% | -26.35% | |
| 18 | ARES | Ares Management CORP - A | 股票-金融 | 1.66% | -0.02% | +89.18% | |
| 19 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.65% | -0.31% | +18.40% | |
| 20 | MS | Morgan Stanley | 股票-金融 | 1.56% | -0.33% | -37.00% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.44% | +0.02% | +0.60% | |
| 22 | AXP | American Express Co | 股票-金融 | 1.38% | — | +1.59% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | -0.23% | +1.78% | |
| 24 | COP | Conocophillips | 股票-能源 | 1.24% | -0.51% | +3.16% | |
| 25 | TDG | Transdigm Group Inc | 股票-工業 | 1.21% | -0.52% | -29.20% | |
| 26 | EMR | Emerson Electric Co | 股票-工業 | 1.15% | -0.01% | +2.38% | |
| 27 | WM | Waste Management Inc | 股票-工業 | 1.13% | -0.13% | +1.89% | |
| 28 | LIN | Linde plc | 股票-原物料 | 1.06% | -0.09% | +4.49% | |
| 29 | AEE | Ameren Corporation | 股票-公用事業 | 1.05% | -0.88% | +1.69% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.05% | +0.03% | -2.92% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.04% | — | +1.59% | |
| 32 | DE | Deere & Co | 股票-工業 | 1.02% | — | -30.40% | |
| 33 | CTVA | Corteva Inc | 股票-原物料 | 1.01% | — | +18.14% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 1.01% | -0.90% | +1.13% | |
| 35 | EQIX | Equinix Inc | 股票-房地產 | 0.97% | -0.09% | +5.14% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.96% | +0.82% | +2526.35% | |
| 37 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.92% | — | -0.76% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | +0.14% | -9.95% | |
| 39 | DOV | Dover CORP | 股票-工業 | 0.89% | +0.75% | -34.62% | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.83% | -0.01% | -3.47% | |
| 41 | PLD | Prologis Inc | 股票-房地產 | 0.78% | +0.02% | +5.98% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | -0.01% | +5.10% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.62% | +0.01% | -0.09% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.62% | -0.03% | -2.97% | |
| 45 | AMT | American Tower CORP | 股票-房地產 | 0.60% | +0.01% | +2.36% | |
| 46 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.58% | -0.08% | +0.86% | |
| 47 | CPT | Camden Property Trust | 股票-房地產 | 0.57% | -0.03% | +0.05% | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.55% | — | +1.19% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.54% | +0.04% | -1.94% | |
| 50 | AVDE | Avantis International Equity | ETF-其他 | 0.53% | -0.05% | -0.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -0.56% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.4% | +22.21% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.4% | +36.27% | 加碼 |
| 4 | DE | Deere & Co | +1% | -30.40% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +1% | -5.07% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.9% | +2526.35% | 加碼 |
| 7 | VTR | Ventas Inc | +0.8% | +129.99% | 加碼 |
| 8 | PWR | Quanta Services Inc | +0.8% | +63.31% | 加碼 |
| 9 | WMT | Walmart Inc | +0.7% | +13.09% | 加碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.6% | +13.15% | 加碼 |
| 11 | GILD | Gilead Sciences Inc | +0.5% | +18.40% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.5% | +4.51% | 加碼 |
| 13 | TSLA | Tesla Inc | +0.4% | +0.60% | 加碼 |
| 14 | AAPL | Apple Inc | +0.3% | +15.36% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.3% | +48.40% | 加碼 |
| 16 | ARES | Ares Management CORP - A | +0.3% | +89.18% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.3% | +3.48% | 加碼 |
| 18 | LOW | Lowe's Cos Inc | +0.2% | -5.28% | 加碼 |
| 19 | CAT | Caterpillar Inc | +0.2% | +345.87% | 加碼 |
| 20 | WSR | Whitestone Reit | +0.2% | +45.54% | 加碼 |
| 21 | AHR | American Healthcare Reit Inc | +0.2% | -1.76% | 加碼 |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +600.00% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -9.95% | 減碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +8.55% | 加碼 |
| 25 | CTVA | Corteva Inc | — | +18.14% | 加碼 |
| 26 | DLR | Digital Realty Trust Inc | — | +0.86% | 加碼 |
| 27 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | -2.97% | 加碼 |
| 28 | AXP | American Express Co | 0% | +1.59% | 加碼 |
| 29 | DIS | Walt Disney Co/the | 0% | +5.10% | 加碼 |
| 30 | EMR | Emerson Electric Co | -0.1% | +2.38% | 加碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.92% | 減碼 |
| 32 | DOV | Dover CORP | -0.1% | -34.62% | 加碼 |
| 33 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | +1.59% | 加碼 |
| 34 | MS | Morgan Stanley | -0.2% | -37.00% | 減碼 |
| 35 | PSA | Public Storage | -0.3% | -0.70% | 減碼 |
| 36 | COLD | Americold Realty Trust Inc | -0.3% | +3914.20% | 減碼 |
| 37 | JPM | Jpmorgan Chase & Co | -0.3% | -21.17% | 減碼 |
| 38 | CRM | Salesforce Inc | -0.4% | -3.47% | 減碼 |
| 39 | TDG | Transdigm Group Inc | -0.6% | -29.20% | 減碼 |
| 40 | XOM | Exxon Mobil CORP | -0.7% | +0.27% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -0.8% | -26.35% | 減碼 |
| 42 | AMGN | Amgen Inc | -0.9% | -16.84% | 減碼 |
| 43 | TRMB | Trimble Inc | -1% | -95.60% | 減碼 |
| 44 | KDP | Keurig Dr Pepper Inc | -1% | -95.17% | 減碼 |
| 45 | GD | General Dynamics CORP | -1.1% | +26.52% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -1.1% | -71.02% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -1.6% | -20.34% | 減碼 |
| 48 | AEE | Ameren Corporation | — | NEW | 新建倉 |
| 49 | AJG | Arthur J Gallagher & Co | — | NEW | 新建倉 |
| 50 | SMA | Smartstop Self Storage Reit | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Chilton Capital Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$31.7億，共申報了 566 個公開持股部位。
在 Q3 2025 季度，Chilton Capital Management LLC 按市值排列的前三大核心持股分別為：MSFT (6.7%)、NVDA (6.6%)、AAPL (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.7% 的權重。
在 Q3 2025 季度中，Chilton Capital Management LLC 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 31 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AEE。
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。
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。
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。