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: 0000897378
申報總市值
US$162.5億
US$162.5億
382 檔
9.3%
Congress Asset Management Co 在 Q2 2025 季度的美股部位總計估值為 US$162.5億，分散於 382 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2025 的資金脈絡，Congress Asset Management Co 在獲利結算 2 檔個股的同時，將資本重新部署至 11 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Congress Asset Management Co 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 9.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 382 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 | 2.87% | +0.10% | -0.78% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | +0.18% | +0.40% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.00% | -0.10% | -1.46% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.73% | -0.24% | -1.11% | |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.55% | -0.27% | -6.21% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.52% | -0.34% | -7.14% | |
| 7 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.47% | -0.29% | -10.76% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | +0.18% | -0.93% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.04% | +24.70% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | -0.27% | -0.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | +0.07% | -0.56% | |
| 12 | ETN | Eaton Corporation plc | 股票-工業 | 1.28% | -0.21% | -0.47% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 1.28% | -0.07% | +0.84% | |
| 14 | ANET | Arista Networks Inc | 股票-科技 | 1.28% | -0.29% | -0.52% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | -0.02% | -0.99% | |
| 16 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.25% | -0.73% | -1.00% | |
| 17 | NOW | Servicenow Inc | 股票-科技 | 1.24% | -0.60% | -0.64% | |
| 18 | CTAS | Cintas CORP | 股票-工業 | 1.19% | -0.04% | -2.98% | |
| 19 | DT | Dynatrace Inc | 股票-科技 | 1.18% | -0.48% | EXIT | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.18% | -0.29% | +0.91% | |
| 21 | CW | Curtiss-wright CORP | 股票-工業 | 1.09% | -0.18% | -20.45% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.03% | -0.52% | -0.75% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.99% | -0.03% | -0.68% | |
| 24 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.98% | -0.18% | +1385.19% | |
| 25 | SNPS | Synopsys Inc | 股票-科技 | 0.96% | -0.04% | -1.12% | |
| 26 | UBER | Uber Technologies Inc | 股票-工業 | 0.95% | -0.12% | +8.53% | |
| 27 | MLM | Martin Marietta Materials | 股票-原物料 | 0.93% | -0.78% | -3.02% | |
| 28 | ECL | Ecolab Inc | 股票-原物料 | 0.92% | -0.12% | -0.37% | |
| 29 | PH | Parker Hannifin CORP | 股票-工業 | 0.92% | -0.10% | -0.24% | |
| 30 | DELL | Dell Technologies -c | 股票-科技 | 0.91% | +0.08% | +24.44% | |
| 31 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.88% | — | -12.21% | |
| 32 | EME | Emcor Group Inc | 股票-工業 | 0.87% | -0.04% | -16.66% | |
| 33 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.87% | -0.26% | +2.91% | |
| 34 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.83% | -0.06% | -12.87% | |
| 35 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.82% | — | -11.52% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.81% | -0.15% | +0.24% | |
| 37 | ELF | Elf Beauty Inc | 股票-非循環性消費 | 0.81% | — | +1.31% | |
| 38 | PEN | Penumbra Inc | 股票-醫療保健 | 0.80% | -0.73% | -16.76% | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.79% | — | -1.26% | |
| 40 | RJF | Raymond James Financial Inc | 股票-金融 | 0.78% | -0.06% | -13.14% | |
| 41 | CR | Crane Co | 股票-工業 | 0.78% | +0.05% | -14.84% | |
| 42 | MCO | Moody's CORP | 股票-金融 | 0.77% | -0.10% | -0.48% | |
| 43 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.73% | — | +9.05% | |
| 44 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 0.72% | — | -1.51% | |
| 45 | NVT | nVent Electric plc | 股票-工業 | 0.70% | +0.08% | -7.23% | |
| 46 | HEI | Heico CORP | 股票-工業 | 0.69% | +0.05% | +366.00% | |
| 47 | BMI | Badger Meter Inc | 股票-科技 | 0.68% | -0.02% | +2.13% | |
| 48 | CVLT | Commvault Systems Inc | 股票-科技 | 0.68% | +0.38% | +1.86% | |
| 49 | GWRE | Guidewire Software Inc | 股票-科技 | 0.67% | -0.22% | EXIT | |
| 50 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.67% | — | -11.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | -0.78% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | +24.70% | 加碼 |
| 3 | EHC | Encompass Health CORP | +0.6% | NEW | 新建倉 |
| 4 | WELL | Welltower Inc | +0.6% | NEW | 新建倉 |
| 5 | MSI | Motorola Solutions Inc | +0.6% | NEW | 新建倉 |
| 6 | NET | Cloudflare Inc - Class A | +0.6% | NEW | 新建倉 |
| 7 | PINS | Pinterest Inc- Class A | +0.6% | NEW | 新建倉 |
| 8 | HEI | Heico CORP | +0.6% | +366.00% | 加碼 |
| 9 | TKO | Tko Group Holdings Inc | +0.6% | NEW | 新建倉 |
| 10 | FAST | Fastenal Co | +0.5% | NEW | 新建倉 |
| 11 | DT | Dynatrace Inc | +0.5% | +53.15% | 加碼 |
| 12 | UTI | Universal Technical Institut | +0.4% | NEW | 新建倉 |
| 13 | CAVA | Cava Group Inc | +0.4% | +30593.63% | 加碼 |
| 14 | STRL | Sterling Infrastructure Inc | +0.4% | +2.91% | 加碼 |
| 15 | FICO | Fair Isaac CORP | +0.4% | +261.16% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.4% | +0.40% | 加碼 |
| 17 | ELF | Elf Beauty Inc | +0.4% | +1.31% | 加碼 |
| 18 | JBTM | Jbt Marel CORP | +0.4% | NEW | 新建倉 |
| 19 | FSS | Federal Signal CORP | +0.4% | NEW | 新建倉 |
| 20 | AVAV | Aerovironment Inc | +0.4% | -5.80% | 減碼 |
| 21 | DELL | Dell Technologies -c | +0.3% | +24.44% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.3% | +0.84% | 加碼 |
| 23 | META | Meta Platforms Inc-class A | +0.2% | -1.11% | 減碼 |
| 24 | HWM | Howmet Aerospace Inc | +0.2% | -10.76% | 減碼 |
| 25 | ANET | Arista Networks Inc | +0.2% | -0.52% | 減碼 |
| 26 | ETN | Eaton Corporation plc | +0.2% | -0.47% | 減碼 |
| 27 | UBER | Uber Technologies Inc | +0.2% | +8.53% | 加碼 |
| 28 | GS | Goldman Sachs Group Inc | +0.2% | -0.99% | 減碼 |
| 29 | CMLIX | Congress Large Cap Grow-inst | +0.2% | NEW | 新建倉 |
| 30 | NOW | Servicenow Inc | +0.2% | -0.64% | 減碼 |
| 31 | IWF | Ishares Russell 1000 Growth | -0.3% | -77.04% | 減碼 |
| 32 | IWP | Ishares Russell Mid-cap Grow | -0.3% | -68.41% | 減碼 |
| 33 | USFD | US Foods Holding CORP | -0.3% | -39.31% | 減碼 |
| 34 | OII | Oceaneering Intl Inc | -0.3% | EXIT | 清倉 |
| 35 | PEN | Penumbra Inc | -0.3% | -16.76% | 減碼 |
| 36 | AJG | Arthur J Gallagher & Co | -0.3% | -12.21% | 減碼 |
| 37 | CRTO | Criteo Sa-spon Adr | -0.4% | -99.31% | 減碼 |
| 38 | HALO | Halozyme Therapeutics Inc | -0.4% | -13.94% | 減碼 |
| 39 | BRO | Brown & Brown Inc | -0.4% | -24.33% | 減碼 |
| 40 | ONTO | Onto Innovation Inc | -0.4% | -99.07% | 減碼 |
| 41 | WST | West Pharmaceutical Services | -0.4% | EXIT | 清倉 |
| 42 | LRN | Stride Inc | -0.5% | -49.84% | 減碼 |
| 43 | SPSC | Sps Commerce Inc | -0.6% | -77.88% | 減碼 |
| 44 | SAIA | Saia Inc | -0.6% | -99.41% | 減碼 |
| 45 | CRM | Salesforce Inc | -0.6% | -98.66% | 減碼 |
| 46 | TDY | Teledyne Technologies Inc | -0.8% | -98.62% | 減碼 |
| 47 | CPRT | Copart Inc | -0.8% | -85.41% | 減碼 |
| 48 | RMD | Resmed Inc | -0.8% | -98.98% | 減碼 |
| 49 | BKR | Baker Hughes Co | -0.8% | -92.26% | 減碼 |
| 50 | LLY | Eli Lilly & Co | -1.1% | -91.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Congress Asset Management Co 在 Q2 2025 季度的美股持倉總市值約為 US$162.5億，共申報了 382 個公開持股部位。
在 Q2 2025 季度，Congress Asset Management Co 按市值排列的前三大核心持股分別為：NVDA (2.9%)、MSFT (2.3%)、AAPL (2.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 2.9% 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
EHC
市值: US$9269.1萬
本季最大獲利了結 / 清倉標的
WST
前期市值: US$5669.8萬
在 Q2 2025 季度中，Congress Asset Management Co 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 11 個部位、減碼 26 個部位以及清倉 2 個部位。 其中最大新建倉標的為 EHC。 本季清倉部位包含 WST。
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。