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: 0001324279
申報總市值
US$11.3億
US$11.3億
397 檔
25.9%
在 Q4 2025 申報期間，Coastline Trust Co（CIK: 0001324279）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$11.3億，共持有 397 個公開申報部位。
在 Q4 2025 期間，Coastline Trust Co 展現了靈活的資產再平衡步調，透過出清 7 檔弱勢或達到目標價部位，將資金轉置於 16 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, GOOGL, AAPL）累計市值佔比達 25.9%，是驅動 Coastline Trust Co 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 397 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 | NVDA | Nvidia CORP | 股票-科技 | 8.57% | -0.10% | +9.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.20% | +0.52% | +13.31% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.87% | +0.08% | +7.31% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | -0.39% | +11.42% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.99% | +0.05% | +11.29% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.37% | -0.03% | +130.10% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.28% | +0.06% | +16.07% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.13% | +0.03% | -5.11% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.07% | +0.04% | +33.44% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.80% | -0.46% | +13.59% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.39% | -0.06% | +30.38% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.04% | +0.31% | +11.99% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.93% | — | -0.21% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.82% | +0.08% | +60.21% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.73% | -0.01% | -2.20% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.72% | +0.25% | +2.48% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.59% | -0.06% | -5.99% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.43% | +0.84% | +0.01% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.41% | +0.24% | +12.72% | |
| 20 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.35% | -0.02% | +0.69% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.08% | +12.85% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 1.14% | -0.47% | +897.56% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.01% | +0.04% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.06% | +0.02% | +27.00% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.99% | +0.10% | +18.79% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.92% | — | -0.05% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | -0.07% | -0.05% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | -0.20% | +55.17% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.84% | — | +30.17% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.16% | +5.94% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | +0.06% | +162.45% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.05% | +3.18% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.67% | +0.03% | -3.58% | |
| 34 | GE | General Electric | 股票-工業 | 0.64% | +0.04% | +51.15% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.60% | -0.07% | -5.68% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.57% | -0.09% | -0.75% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.54% | -0.02% | -0.71% | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | -0.05% | -0.18% | |
| 39 | CAT | Caterpillar Inc | 股票-工業 | 0.49% | +0.25% | +39.00% | |
| 40 | BX | Blackstone Inc | 股票-金融 | 0.43% | -0.09% | -1.38% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.42% | +0.01% | +0.64% | |
| 42 | CB | Chubb Limited | 股票-金融 | 0.42% | -0.03% | +0.18% | |
| 43 | WM | Waste Management Inc | 股票-工業 | 0.42% | -0.06% | -12.27% | |
| 44 | AVGO | Broadcom Inc | 股票-科技 | 0.39% | +0.03% | +100.62% | |
| 45 | FALN | Ishares Fallen Angels ETF | ETF-其他 | 0.38% | -0.02% | -2.99% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.37% | -0.05% | +18.22% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.36% | -0.01% | — | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.35% | -0.09% | -0.28% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.35% | +0.07% | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +1.7% | +130.10% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +13.31% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +11.99% | 加碼 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.6% | +60.21% | 加碼 |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +33.44% | 加碼 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +162.45% | 加碼 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +30.38% | 加碼 |
| 8 | WMT | Walmart Inc | +0.3% | +55.17% | 加碼 |
| 9 | EEM | Ishares Msci Emerging Market | +0.3% | +547.52% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +16.07% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | +4473.55% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.2% | +100.62% | 加碼 |
| 13 | SHOP | Shopify Inc - Class A | +0.2% | +944.02% | 加碼 |
| 14 | GE | General Electric | +0.2% | +51.15% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.2% | +39.00% | 加碼 |
| 16 | SNOW | Snowflake Inc | +0.2% | +201.60% | 加碼 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +30.17% | 加碼 |
| 18 | DHR | Danaher CORP | +0.1% | +71.46% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +69.35% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +63.37% | 加碼 |
| 21 | ABBV | Abbvie Inc | +0.1% | +27.00% | 加碼 |
| 22 | CEG | Constellation Energy | +0.1% | +137.47% | 加碼 |
| 23 | TT | Trane Technologies plc | +0.1% | +4240.35% | 加碼 |
| 24 | TMO | Thermo Fisher Scientific Inc | +0.1% | +18.22% | 加碼 |
| 25 | MS | Morgan Stanley | +0.1% | +25.96% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | +41.96% | 加碼 |
| 27 | DE | Deere & Co | +0.1% | +81.09% | 加碼 |
| 28 | CVX | Chevron CORP | +0.1% | +46.16% | 加碼 |
| 29 | XOM | Exxon Mobil CORP | +0.1% | +44.25% | 加碼 |
| 30 | AMAT | Applied Materials Inc | +0.1% | +230.13% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | +15.90% | 加碼 |
| 32 | HON | Honeywell International Inc | +0.1% | +58.82% | 加碼 |
| 33 | CSX | Csx CORP | +0.1% | +138.68% | 加碼 |
| 34 | SYK | Stryker CORP | +0.1% | +292.19% | 加碼 |
| 35 | CEF | Sprott Physical Gold And Sil | +0.1% | +110.92% | 加碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | +12.72% | 加碼 |
| 37 | AGG | Ishares Core U.s. Aggregate | 0% | +18.79% | 加碼 |
| 38 | HD | Home Depot Inc | 0% | +62.70% | 加碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +91.11% | 加碼 |
| 40 | AAPL | Apple Inc | 0% | +7.31% | 加碼 |
| 41 | ITW | Illinois Tool Works | 0% | +39.15% | 加碼 |
| 42 | INDA | Ishares Msci India ETF | 0% | +20.76% | 加碼 |
| 43 | TSLA | Tesla Inc | 0% | +303.45% | 加碼 |
| 44 | AMT | American Tower CORP | 0% | +286.18% | 加碼 |
| 45 | GLD | Spdr Gold Shares | 0% | +21.17% | 加碼 |
| 46 | VCIT | Vanguard Int-term Corporate | 0% | +129.42% | 加碼 |
| 47 | EXC | Exelon CORP | 0% | +1950.00% | 加碼 |
| 48 | AMGN | Amgen Inc | 0% | -0.18% | 減碼 |
| 49 | ABT | Abbott Laboratories | 0% | +27.34% | 加碼 |
| 50 | IBM | Intl Business Machines CORP | 0% | +37.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Coastline Trust Co 在 Q4 2025 季度的美股持倉總市值約為 US$11.3億，共申報了 397 個公開持股部位。
在 Q4 2025 季度，Coastline Trust Co 按市值排列的前三大核心持股分別為：NVDA (8.6%)、GOOGL (5.2%)、AAPL (4.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.6% 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
AIG
市值: US$146.8萬
本季最大獲利了結 / 清倉標的
AVY
前期市值: US$80.4萬
在 Q4 2025 季度中，Coastline Trust Co 共進行了 174 項持倉異動，包含新建倉 16 個部位、加碼 77 個部位、減碼 74 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AIG。 本季清倉部位包含 AVY。
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。