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: 0001585047
申報總市值
US$5.8億
US$5.8億
169 檔
26.3%
Q2 2025 季度申報顯示，Columbia Asset Management 揭露的美股組合總市值為 US$5.8億，涵蓋 169 個不同之權益投資部位。
在 Q2 2025，Columbia Asset Management 展現出較為審慎的避險與獲利了結姿態。本季共減碼 35 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Columbia Asset Management 的前 5 大持股（包含 MSFT, AAPL, ERIE）貢獻了組合市值的 26.3%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | 9.08% | -0.56% | -0.72% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.40% | -0.01% | -58.20% | |
| 3 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 4.87% | -0.44% | -2.57% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.74% | +0.04% | -1.57% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.70% | -0.01% | -32.16% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.99% | +0.18% | -95.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.79% | +0.43% | +0.32% | |
| 8 | IBM | Intl Business Machines CORP | 股票-科技 | 1.98% | +0.04% | -6.84% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.97% | -0.04% | -95.49% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.81% | +0.05% | +3.47% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.80% | -0.09% | -5.79% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.66% | -0.27% | -46.92% | |
| 13 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.57% | +0.03% | -79.85% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.42% | +0.43% | -33.52% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.33% | +0.05% | -97.01% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.32% | -0.16% | -0.66% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | +0.19% | -0.24% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 1.24% | -0.15% | +5.44% | |
| 19 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.24% | -0.28% | +4.86% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.20% | +0.59% | -1.96% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.19% | -0.14% | -2.00% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.19% | -0.46% | -48.12% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.18% | -0.25% | +2.00% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.17% | +0.19% | -0.80% | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 1.05% | -0.02% | +3.05% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.05% | -0.05% | -0.17% | |
| 27 | MDT | Medtronic plc | 股票-醫療保健 | 1.03% | -0.15% | +7.36% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.07% | +5.91% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.01% | -0.05% | -95.59% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.42% | +3.69% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.21% | -98.13% | |
| 32 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.94% | -0.09% | -72.44% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 0.90% | -0.17% | -4.18% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | -0.14% | -1.47% | |
| 35 | DE | Deere & Co | 股票-工業 | 0.89% | — | -21.25% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.89% | -0.24% | +9.37% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.85% | -0.06% | -2.45% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.78% | -0.03% | -7.40% | |
| 39 | TGT | Target CORP | 股票-循環性消費 | 0.78% | -0.07% | +9.64% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.74% | -0.04% | -99.34% | |
| 41 | BP | Bp Plc-spons Adr | 股票-能源 | 0.69% | -0.35% | +2.60% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.20% | -71.91% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.66% | -0.21% | -58.95% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.62% | -0.02% | -98.56% | |
| 45 | HON | Honeywell International Inc | 股票-工業 | 0.62% | -0.57% | EXIT | |
| 46 | MMM | 3m Co | 股票-工業 | 0.59% | -0.02% | -96.80% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | +0.04% | -4.16% | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.56% | -0.18% | +0.25% | |
| 49 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.56% | -0.08% | +2.78% | |
| 50 | VUG | Vanguard Growth ETF | ETF-其他 | 0.55% | +0.02% | +1.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | -0.72% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.9% | -95.30% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.5% | -32.16% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +5.91% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.32% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.3% | -4.18% | 減碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.47% | 加碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | -6.84% | 減碼 |
| 9 | NKE | Nike Inc -cl B | +0.2% | +4.86% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -1.96% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -0.24% | 減碼 |
| 12 | DIS | Walt Disney Co/the | +0.2% | -72.44% | 減碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -33.52% | 減碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -95.49% | 減碼 |
| 15 | BATRK | Atlanta Braves Holdings In-c | +0.1% | +38.94% | 加碼 |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +1.22% | 加碼 |
| 17 | GLW | Corning Inc | +0.1% | +6.09% | 加碼 |
| 18 | ASML | ASML Holding N.V. | +0.1% | +2.02% | 加碼 |
| 19 | MDLZ | Mondelez International Inc-a | -0.1% | -96.51% | 減碼 |
| 20 | HPQ | Hp Inc | -0.1% | EXIT | 清倉 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | EXIT | 清倉 |
| 22 | HD | Home Depot Inc | -0.1% | -95.59% | 減碼 |
| 23 | BAX | Baxter International Inc | -0.1% | EXIT | 清倉 |
| 24 | VOO | Vanguard S&p 500 ETF | -0.1% | EXIT | 清倉 |
| 25 | LLY | Eli Lilly & Co | -0.1% | -0.80% | 減碼 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -0.66% | 減碼 |
| 27 | CVS | Cvs Health CORP | -0.1% | -98.72% | 減碼 |
| 28 | DECK | Deckers Outdoor CORP | -0.1% | -9.76% | 減碼 |
| 29 | KHC | Kraft Heinz Co/the | -0.1% | -91.01% | 減碼 |
| 30 | UPS | United Parcel Service-cl B | -0.1% | -2.45% | 減碼 |
| 31 | KR | Kroger Co | -0.1% | -99.27% | 減碼 |
| 32 | CVX | Chevron CORP | -0.1% | +3.69% | 加碼 |
| 33 | DTE | Dte Energy Company | -0.1% | -97.86% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -46.92% | 減碼 |
| 35 | DUK | Duke Energy CORP | -0.1% | -98.09% | 減碼 |
| 36 | SHW | Sherwin-williams Co/the | -0.1% | -99.71% | 減碼 |
| 37 | CLX | Clorox Company | -0.2% | -98.85% | 減碼 |
| 38 | DE | Deere & Co | -0.2% | -21.25% | 減碼 |
| 39 | QCOM | Qualcomm Inc | -0.2% | -95.26% | 減碼 |
| 40 | SBUX | Starbucks CORP | -0.2% | -79.85% | 減碼 |
| 41 | TOL | Toll Brothers Inc | -0.2% | EXIT | 清倉 |
| 42 | MMM | 3m Co | -0.2% | -96.80% | 減碼 |
| 43 | SWK | Stanley Black & Decker Inc | -0.2% | EXIT | 清倉 |
| 44 | MCD | Mcdonald's CORP | -0.2% | -98.13% | 減碼 |
| 45 | AXP | American Express Co | -0.2% | -99.34% | 減碼 |
| 46 | GIS | General Mills Inc | -0.3% | -98.32% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.4% | -5.79% | 減碼 |
| 48 | ABBV | Abbvie Inc | -0.4% | -97.01% | 減碼 |
| 49 | AAPL | Apple Inc | -0.9% | -58.20% | 減碼 |
| 50 | ERIE | Erie Indemnity Company-cl A | -1.1% | -2.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Columbia Asset Management 在 Q2 2025 季度的美股持倉總市值約為 US$5.8億，共申報了 169 個公開持股部位。
在 Q2 2025 季度，Columbia Asset Management 按市值排列的前三大核心持股分別為：MSFT (9.1%)、AAPL (8.4%)、ERIE (4.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.1% 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。
本季最大獲利了結 / 清倉標的
SWK
前期市值: US$107.4萬
在 Q2 2025 季度中，Columbia Asset Management 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 9 個部位、減碼 35 個部位以及清倉 6 個部位。 本季清倉部位包含 SWK。
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。