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: 0001525865
申報總市值
US$4.0億
US$4.0億
410 檔
19.4%
根據最新整理的 13F 季度數據集，Clean Yield Group 於 Q4 2025 結束時的管理資產規模為 US$4.0億。該機構在本季度申報了 410 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q4 2025 的申報異動，Clean Yield Group 採取了強勁的買進策略，建倉與加碼動作（合計 28 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Clean Yield Group 的前 5 大持股（包含 AAPL, NVDA, AVGO）貢獻了組合市值的 19.4%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 410 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 | 7.70% | +0.04% | -1.02% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | +0.18% | -0.17% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 4.06% | -0.09% | +0.02% | |
| 4 | ASML | ASML Holding N.V. | 股票-科技 | 2.76% | +0.50% | +7.09% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.47% | +0.71% | -0.23% | |
| 6 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 2.20% | -0.46% | -1.49% | |
| 7 | AWK | American Water Works Co Inc | 股票-公用事業 | 2.10% | -0.36% | -6.26% | |
| 8 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 2.10% | -0.23% | — | |
| 9 | PLD | Prologis Inc | 股票-房地產 | 1.97% | -0.46% | +1.17% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 1.93% | +0.42% | +0.16% | |
| 11 | CRM | Salesforce Inc | 股票-科技 | 1.86% | -0.17% | +0.32% | |
| 12 | FSLR | First Solar Inc | 股票-科技 | 1.75% | -0.03% | -11.93% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.72% | -0.02% | -1.36% | |
| 14 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.67% | -0.21% | +0.42% | |
| 15 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.66% | -0.36% | +1.18% | |
| 16 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 1.55% | -0.13% | -3.05% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.55% | +0.15% | -0.77% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.53% | -0.21% | +4.68% | |
| 19 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.52% | -0.18% | -3.47% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.43% | -0.14% | -0.41% | |
| 21 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.43% | -0.46% | +0.40% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 1.41% | +0.10% | +0.74% | |
| 23 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.34% | -0.02% | +0.38% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 1.31% | -0.05% | +5.72% | |
| 25 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.29% | -0.02% | +0.09% | |
| 26 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.25% | -0.18% | +0.85% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.24% | +0.04% | +1.00% | |
| 28 | CAC | Camden National CORP | 股票-其他 | 1.24% | +0.03% | +0.09% | |
| 29 | HUBB | Hubbell Inc | 股票-工業 | 1.22% | -0.06% | +2.19% | |
| 30 | MCO | Moody's CORP | 股票-金融 | 1.22% | -0.10% | +3.69% | |
| 31 | HO1 | Hologic Inc | 股票-其他 | 1.20% | -0.26% | EXIT | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | -0.12% | — | |
| 33 | TAK | Takeda Pharmaceutic-sp Adr | 股票-醫療保健 | 1.13% | -0.33% | -1.97% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.12% | -0.12% | +47.90% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.13% | +412.72% | |
| 36 | VMI | Valmont Industries | 股票-工業 | 1.07% | +0.10% | +4.11% | |
| 37 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 1.04% | -0.40% | -9.70% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.13% | -3.39% | |
| 39 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.94% | -0.17% | -4.63% | |
| 40 | KAI | Kadant Inc | 股票-其他 | 0.93% | -0.01% | -13.18% | |
| 41 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.90% | +0.05% | +2.94% | |
| 42 | AMAL | Amalgamated Financial CORP | 股票-其他 | 0.82% | -0.02% | -7.78% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.06% | — | |
| 44 | WAB | Wabtec CORP | 股票-工業 | 0.75% | -0.02% | +0.32% | |
| 45 | STT | State Street CORP | 股票-金融 | 0.69% | +0.23% | +8247.39% | |
| 46 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.69% | +0.38% | +14.96% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.08% | -7.45% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.64% | -0.34% | +960.57% | |
| 49 | TU | Telus CORP | 股票-其他 | 0.64% | -0.16% | -7.62% | |
| 50 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.61% | -0.01% | -0.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STT | State Street CORP | +0.7% | +8247.39% | 加碼 |
| 2 | ASML | ASML Holding N.V. | +0.4% | +7.09% | 加碼 |
| 3 | SCHW | Schwab (charles) CORP | +0.4% | +47.90% | 加碼 |
| 4 | JKHY | Jack Henry & Associates Inc | +0.3% | +1.18% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | -1.02% | 減碼 |
| 6 | NOK | Nokia Corp-spon Adr | +0.2% | +14.96% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | -0.23% | 減碼 |
| 8 | LLY | Eli Lilly & Co | +0.2% | -3.39% | 減碼 |
| 9 | GSK | Gsk Plc-spon Adr | +0.2% | -1.49% | 減碼 |
| 10 | ROST | Ross Stores Inc | +0.2% | +0.40% | 加碼 |
| 11 | PLD | Prologis Inc | +0.2% | +1.17% | 加碼 |
| 12 | CRM | Salesforce Inc | +0.2% | +0.32% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | — | 不變 |
| 14 | AVGO | Broadcom Inc | +0.1% | +0.02% | 加碼 |
| 15 | CAC | Camden National CORP | +0.1% | +0.09% | 加碼 |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +475.85% | 加碼 |
| 17 | MCO | Moody's CORP | +0.1% | +3.69% | 加碼 |
| 18 | COLB | Columbia Banking System Inc | +0.1% | +14.60% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.1% | — | 不變 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -0.29% | 減碼 |
| 21 | EXPD | Expeditors Intl Wash Inc | +0.1% | -0.67% | 減碼 |
| 22 | HO1 | Hologic Inc | +0.1% | -0.71% | 減碼 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +81100.00% | 加碼 |
| 24 | VMI | Valmont Industries | +0.1% | +4.11% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +2.08% | 加碼 |
| 26 | FSLR | First Solar Inc | 0% | -11.93% | 減碼 |
| 27 | LULU | Lululemon Athletica Inc | -0.1% | -28.36% | 減碼 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -7.45% | 減碼 |
| 29 | HTO | H2o America | -0.1% | -15.74% | 減碼 |
| 30 | NFLX | Netflix Inc | -0.2% | +960.57% | 加碼 |
| 31 | DGX | Quest Diagnostics Inc | -0.2% | +0.09% | 加碼 |
| 32 | CHKP | Check Point Software Technologies Ltd. | -0.2% | +0.85% | 加碼 |
| 33 | VITL | Vital Farms Inc | -0.2% | +0.92% | 加碼 |
| 34 | MSFT | Microsoft CORP | -0.2% | -1.36% | 減碼 |
| 35 | AMRC | Ameresco Inc-cl A | -0.2% | -16.60% | 減碼 |
| 36 | TU | Telus CORP | -0.2% | -7.62% | 減碼 |
| 37 | KAI | Kadant Inc | -0.2% | -13.18% | 減碼 |
| 38 | ADP | Automatic Data Processing | -0.2% | +0.74% | 加碼 |
| 39 | NOW | Servicenow Inc | -0.2% | +412.72% | 加碼 |
| 40 | HD | Home Depot Inc | -0.2% | +1.00% | 加碼 |
| 41 | DOC | Healthpeak Properties Inc | -0.3% | -4.63% | 減碼 |
| 42 | ANET | Arista Networks Inc | -0.3% | +0.16% | 加碼 |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.3% | -29.05% | 減碼 |
| 44 | AWK | American Water Works Co Inc | -0.3% | -6.26% | 減碼 |
| 45 | VEEV | Veeva Systems Inc-class A | -0.5% | +0.38% | 加碼 |
| 46 | SFM | Sprouts Farmers Market Inc | -0.7% | -3.47% | 減碼 |
| 47 | UL | Unilever PLC | — | EXIT | 清倉 |
| 48 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建倉 |
| 49 | SOFI | Sofi Technologies Inc | — | NEW | 新建倉 |
| 50 | MICC | The Magnum Ice Cream Company N. | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Clean Yield Group 在 Q4 2025 季度的美股持倉總市值約為 US$4.0億，共申報了 410 個公開持股部位。
在 Q4 2025 季度，Clean Yield Group 按市值排列的前三大核心持股分別為：AAPL (7.7%)、NVDA (4.7%)、AVGO (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.7% 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
UL
市值: US$754.9萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$800.0萬
在 Q4 2025 季度中，Clean Yield Group 共進行了 48 項持倉異動，包含新建倉 3 個部位、加碼 25 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。