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
392 檔
10.6%
Q3 2025 季度申報顯示，Congress Asset Management Co 揭露的美股組合總市值為 US$162.5億，涵蓋 392 個不同之權益投資部位。
Congress Asset Management Co 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 14 個全新部位及加碼 9 檔持股的同時，亦同步清倉 2 檔並減碼 25 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 10.6%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 392 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 | 3.27% | +0.10% | -0.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.40% | -0.10% | -0.51% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | +0.18% | -0.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.75% | +0.07% | -0.77% | |
| 5 | ANET | Arista Networks Inc | 股票-科技 | 1.74% | -0.29% | -1.16% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | -0.24% | -0.48% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | +0.04% | +0.00% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.38% | -0.02% | -0.78% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.37% | -0.34% | -0.75% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | -0.27% | +0.65% | |
| 11 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.32% | -0.27% | -9.61% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.18% | -0.71% | |
| 13 | ETN | Eaton Corporation plc | 股票-工業 | 1.29% | -0.21% | -0.93% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.20% | -0.52% | +1.89% | |
| 15 | STRL | Sterling Infrastructure Inc | 股票-工業 | 1.15% | -0.26% | -7.00% | |
| 16 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.12% | -0.18% | -0.83% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.12% | -0.07% | +0.32% | |
| 18 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.09% | -0.73% | -1.03% | |
| 19 | CW | Curtiss-wright CORP | 股票-工業 | 1.09% | -0.18% | -7.53% | |
| 20 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.08% | -0.29% | -28.17% | |
| 21 | DT | Dynatrace Inc | 股票-科技 | 1.07% | -0.48% | EXIT | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.07% | -0.60% | -0.83% | |
| 23 | CTAS | Cintas CORP | 股票-工業 | 1.06% | -0.04% | -0.82% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | -0.03% | -0.59% | |
| 25 | DELL | Dell Technologies -c | 股票-科技 | 1.04% | +0.08% | +2.42% | |
| 26 | MLM | Martin Marietta Materials | 股票-原物料 | 1.03% | -0.78% | -0.73% | |
| 27 | PH | Parker Hannifin CORP | 股票-工業 | 0.96% | -0.10% | -0.69% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.95% | -0.29% | +1.25% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 0.94% | -0.12% | -3.11% | |
| 30 | RMBS | Rambus Inc | 股票-科技 | 0.93% | -0.15% | +5.50% | |
| 31 | ECL | Ecolab Inc | 股票-原物料 | 0.89% | -0.12% | -1.28% | |
| 32 | SNPS | Synopsys Inc | 股票-科技 | 0.89% | -0.04% | -1.41% | |
| 33 | ✓ | Cyberark Software LTD. Cmn | 股票-其他 | 0.88% | — | -7.45% | |
| 34 | EME | Emcor Group Inc | 股票-工業 | 0.87% | -0.04% | -15.29% | |
| 35 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.82% | — | -0.62% | |
| 36 | NVT | nVent Electric plc | 股票-工業 | 0.81% | +0.08% | -10.32% | |
| 37 | IDCC | Interdigital Inc | 股票-科技 | 0.81% | -0.11% | +2.70% | |
| 38 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.81% | -0.13% | +0.53% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.80% | +0.44% | +235.52% | |
| 40 | WMB | Williams Cos Inc | 股票-能源 | 0.79% | -0.15% | -0.61% | |
| 41 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.79% | +0.56% | +2.99% | |
| 42 | MSI | Motorola Solutions Inc | 股票-科技 | 0.76% | -0.02% | +20.47% | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.75% | — | -0.67% | |
| 44 | CVLT | Commvault Systems Inc | 股票-科技 | 0.75% | +0.38% | +4.57% | |
| 45 | RJF | Raymond James Financial Inc | 股票-金融 | 0.73% | -0.06% | -13.75% | |
| 46 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.73% | -0.17% | +20.87% | |
| 47 | PRIM | Primoris Services CORP | 股票-工業 | 0.73% | -0.84% | -0.01% | |
| 48 | AVAV | Aerovironment Inc | 股票-工業 | 0.73% | -0.01% | +1.39% | |
| 49 | PEN | Penumbra Inc | 股票-醫療保健 | 0.72% | -0.73% | -5.61% | |
| 50 | MCO | Moody's CORP | 股票-金融 | 0.70% | -0.10% | -1.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.52% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.9% | +0.00% | 加碼 |
| 3 | STRL | Sterling Infrastructure Inc | +0.7% | -7.00% | 減碼 |
| 4 | ANET | Arista Networks Inc | +0.7% | -1.16% | 減碼 |
| 5 | APH | Amphenol Corp-cl A | +0.7% | +235.52% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.77% | 減碼 |
| 7 | RMBS | Rambus Inc | +0.5% | +5.50% | 加碼 |
| 8 | MOD | Modine Manufacturing Co | +0.5% | +954.81% | 加碼 |
| 9 | HEI | Heico CORP | +0.5% | -11.66% | 加碼 |
| 10 | DELL | Dell Technologies -c | +0.5% | +2.42% | 加碼 |
| 11 | PWR | Quanta Services Inc | +0.5% | +316.86% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.4% | -0.60% | 減碼 |
| 13 | AVAV | Aerovironment Inc | +0.4% | +1.39% | 減碼 |
| 14 | PRIM | Primoris Services CORP | +0.4% | -0.01% | 加碼 |
| 15 | DT | Dynatrace Inc | +0.4% | +6.82% | 加碼 |
| 16 | GS | Goldman Sachs Group Inc | +0.3% | -0.78% | 減碼 |
| 17 | COO | Cooper Cos Inc/the | -0.5% | -54.45% | 減碼 |
| 18 | PBH | Prestige Consumer Healthcare | -0.5% | -70.74% | 減碼 |
| 19 | SFM | Sprouts Farmers Market Inc | -0.5% | -43.89% | 減碼 |
| 20 | SAIA | Saia Inc | -0.6% | +119.98% | 減碼 |
| 21 | DXCM | Dexcom Inc | -0.6% | -98.74% | 減碼 |
| 22 | DECK | Deckers Outdoor CORP | -0.6% | -97.20% | 減碼 |
| 23 | SPSC | Sps Commerce Inc | -0.6% | +3.68% | 減碼 |
| 24 | TTD | Trade Desk Inc/the -class A | -0.6% | -99.47% | 減碼 |
| 25 | CRM | Salesforce Inc | -0.6% | -76.72% | 減碼 |
| 26 | BRO | Brown & Brown Inc | -0.6% | -20.32% | 減碼 |
| 27 | ATR | Aptargroup Inc | -0.7% | -99.67% | 減碼 |
| 28 | LRN | Stride Inc | -0.7% | -20.65% | 減碼 |
| 29 | TDY | Teledyne Technologies Inc | -0.8% | +35.21% | 減碼 |
| 30 | USFD | US Foods Holding CORP | -0.8% | -98.15% | 減碼 |
| 31 | RMD | Resmed Inc | -0.8% | +32.81% | 減碼 |
| 32 | BKR | Baker Hughes Co | -0.9% | -64.95% | 減碼 |
| 33 | CPRT | Copart Inc | -0.9% | -82.22% | 減碼 |
| 34 | LLY | Eli Lilly & Co | -1.2% | -14.63% | 減碼 |
| 35 | MSI | Motorola Solutions Inc | — | NEW | 新建倉 |
| 36 | TKO | Tko Group Holdings Inc | — | NEW | 新建倉 |
| 37 | WELL | Welltower Inc | — | NEW | 新建倉 |
| 38 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
| 39 | NET | Cloudflare Inc - Class A | — | NEW | 新建倉 |
| 40 | EHC | Encompass Health CORP | — | NEW | 新建倉 |
| 41 | TPR | Tapestry Inc | — | NEW | 新建倉 |
| 42 | FAST | Fastenal Co | — | NEW | 新建倉 |
| 43 | MKTX | Marketaxess Holdings Inc | — | EXIT | 清倉 |
| 44 | CARG | Cargurus Inc | — | NEW | 新建倉 |
| 45 | UTI | Universal Technical Institut | — | NEW | 新建倉 |
| 46 | AUB | Atlantic Union Bankshares Co | — | NEW | 新建倉 |
| 47 | JBTM | Jbt Marel CORP | — | NEW | 新建倉 |
| 48 | VIK | Viking Holdings Ltd | — | NEW | 新建倉 |
| 49 | PINS | Pinterest Inc- Class A | — | NEW | 新建倉 |
| 50 | FSS | Federal Signal CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Congress Asset Management Co 在 Q3 2025 季度的美股持倉總市值約為 US$162.5億，共申報了 392 個公開持股部位。
在 Q3 2025 季度，Congress Asset Management Co 按市值排列的前三大核心持股分別為：NVDA (3.3%)、AAPL (2.4%)、MSFT (2.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.3% 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
MSI
市值: US$1.1億
本季最大獲利了結 / 清倉標的
CMG
前期市值: US$8776.4萬
在 Q3 2025 季度中，Congress Asset Management Co 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 9 個部位、減碼 25 個部位以及清倉 2 個部位。 其中最大新建倉標的為 MSI。 本季清倉部位包含 CMG。
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。