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: 0001456133
申報總市值
US$10.6億
US$10.6億
242 檔
5.4%
Q4 2025 季度申報顯示，Convergence Investment Partners, LLC 揭露的美股組合總市值為 US$10.6億，涵蓋 242 個不同之權益投資部位。
觀察 Q4 2025 的申報異動，Convergence Investment Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 34 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。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AVGO, GOOGL）占據了總市值的 5.4%，展現出該機構在 Q4 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 242 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 | 3.35% | +0.62% | +15.25% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.14% | -0.96% | +9.73% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.04% | +0.07% | -9.36% | |
| 4 | MU | Micron Technology Inc | 股票-科技 | 1.94% | +0.52% | +2177.23% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.92% | +0.09% | +31.22% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 1.88% | -0.02% | +7.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.96% | +16.79% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.73% | -0.77% | -15.39% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.34% | +0.89% | +5.53% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.01% | -7.08% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.33% | +0.08% | -15.65% | |
| 12 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.30% | -0.01% | -5.31% | |
| 13 | T | At&t Inc | 股票-通訊服務 | 1.21% | -0.96% | +18.12% | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.20% | -0.42% | +10.57% | |
| 15 | AEO | American Eagle Outfitters | 股票-循環性消費 | 1.18% | -0.08% | -7.17% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.12% | -0.46% | +9.96% | |
| 17 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.07% | -0.03% | -11.39% | |
| 18 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.07% | -0.33% | +2.87% | |
| 19 | CIEN | Ciena CORP | 股票-科技 | 1.05% | -0.33% | +90.13% | |
| 20 | JBL | Jabil Inc | 股票-科技 | 1.05% | -0.44% | +262.87% | |
| 21 | ROKU | Roku Inc | 股票-通訊服務 | 1.03% | +0.04% | +90.97% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.24% | +11.12% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.50% | +108.92% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | -0.01% | +2.01% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.56% | +13.62% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | -0.25% | -27.47% | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 0.90% | -0.06% | +4.49% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.09% | +78.62% | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 0.82% | -0.29% | +2.42% | |
| 30 | GM | General Motors Co | 股票-循環性消費 | 0.81% | +0.10% | +54.21% | |
| 31 | MO | Altria Group Inc | 股票-非循環性消費 | 0.80% | -0.10% | -16.09% | |
| 32 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.77% | +0.15% | +191.79% | |
| 33 | CARG | Cargurus Inc | 股票-循環性消費 | 0.74% | -0.46% | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.68% | -0.15% | |
| 35 | IVZ | Invesco Ltd. | 股票-金融 | 0.71% | -0.57% | +3.63% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.70% | +0.46% | -26.78% | |
| 37 | VRSN | Verisign Inc | 股票-科技 | 0.70% | -0.13% | +33.44% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.70% | -0.25% | -0.22% | |
| 39 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.68% | -0.06% | +142.16% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.67% | +0.02% | NEW | |
| 41 | ZM | Zoom Communications Inc | 股票-科技 | 0.67% | -0.02% | +74.33% | |
| 42 | PEGA | Pegasystems Inc | 股票-科技 | 0.66% | -0.35% | EXIT | |
| 43 | ADBE | Adobe Inc | 股票-科技 | 0.65% | +0.79% | NEW | |
| 44 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.62% | -0.34% | EXIT | |
| 45 | KD | Kyndryl Holdings Inc | 股票-科技 | 0.59% | — | +42.57% | |
| 46 | CAT | Caterpillar Inc | 股票-工業 | 0.59% | -0.02% | -4.11% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.58% | -0.32% | -13.84% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.57% | +0.09% | +25.80% | |
| 49 | LEA | Lear CORP | 股票-循環性消費 | 0.56% | -0.08% | +154.58% | |
| 50 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.53% | — | +6.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.9% | +2177.23% | 加碼 |
| 2 | JBL | Jabil Inc | +0.7% | +262.87% | 加碼 |
| 3 | CIEN | Ciena CORP | +0.7% | +90.13% | 加碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +31.22% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.5% | +108.92% | 加碼 |
| 6 | ROKU | Roku Inc | +0.5% | +90.97% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.5% | +706.39% | 加碼 |
| 8 | LOW | Lowe's Cos Inc | +0.4% | +698.08% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +78.62% | 加碼 |
| 10 | MPC | Marathon Petroleum CORP | +0.4% | +191.79% | 加碼 |
| 11 | GM | General Motors Co | +0.4% | +54.21% | 加碼 |
| 12 | ADM | Archer-daniels-midland Co | +0.4% | +142.16% | 加碼 |
| 13 | LEA | Lear CORP | +0.3% | +154.58% | 加碼 |
| 14 | RYN | Rayonier Inc | +0.3% | +494.05% | 加碼 |
| 15 | CVS | Cvs Health CORP | +0.3% | +263.83% | 加碼 |
| 16 | ZM | Zoom Communications Inc | +0.3% | +74.33% | 加碼 |
| 17 | AEO | American Eagle Outfitters | +0.3% | -7.17% | 減碼 |
| 18 | LRCX | Lam Research CORP | +0.2% | +5.53% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +15.25% | 加碼 |
| 20 | ADI | Analog Devices Inc | -0.4% | -61.61% | 減碼 |
| 21 | APP | Applovin Corp-class A | -0.5% | -26.78% | 減碼 |
| 22 | ABBV | Abbvie Inc | -0.5% | -27.47% | 減碼 |
| 23 | CVX | Chevron CORP | -0.6% | -81.28% | 減碼 |
| 24 | PLTR | Palantir Technologies Inc-a | -0.7% | -89.86% | 減碼 |
| 25 | HPE | Hewlett Packard Enterprise | -0.7% | -62.76% | 減碼 |
| 26 | CARG | Cargurus Inc | — | NEW | 新建倉 |
| 27 | SEDG | Solaredge Technologies Inc | — | EXIT | 清倉 |
| 28 | KLAC | Kla CORP | — | EXIT | 清倉 |
| 29 | ANET | Arista Networks Inc | — | EXIT | 清倉 |
| 30 | ROK | Rockwell Automation Inc | — | NEW | 新建倉 |
| 31 | FFIV | F5 Inc | — | EXIT | 清倉 |
| 32 | EBAY | Ebay Inc | — | EXIT | 清倉 |
| 33 | EPR | Epr Properties | — | EXIT | 清倉 |
| 34 | EXEL | Exelixis Inc | — | NEW | 新建倉 |
| 35 | AMG | Affiliated Managers Group | — | NEW | 新建倉 |
| 36 | JAZZ | Jazz Pharmaceuticals plc | — | NEW | 新建倉 |
| 37 | MTB | M & T Bank CORP | — | NEW | 新建倉 |
| 38 | FHI | Federated Hermes Inc | — | EXIT | 清倉 |
| 39 | KEYS | Keysight Technologies In | — | NEW | 新建倉 |
| 40 | EA | Electronic Arts Inc | — | EXIT | 清倉 |
| 41 | DELL | Dell Technologies -c | — | NEW | 新建倉 |
| 42 | XYZ | Block Inc | — | NEW | 新建倉 |
| 43 | VICR | Vicor CORP | — | NEW | 新建倉 |
| 44 | HAL | Halliburton Co | — | NEW | 新建倉 |
| 45 | KMB | Kimberly-clark CORP | — | EXIT | 清倉 |
| 46 | AER | AerCap Holdings N.V. | — | NEW | 新建倉 |
| 47 | CATY | Cathay General Bancorp | — | NEW | 新建倉 |
| 48 | ENS | Enersys | — | NEW | 新建倉 |
| 49 | BG | Bunge Global SA | — | NEW | 新建倉 |
| 50 | AIG | American International Group | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Convergence Investment Partners, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$10.6億，共申報了 242 個公開持股部位。
在 Q4 2025 季度，Convergence Investment Partners, LLC 按市值排列的前三大核心持股分別為：NVDA (3.4%)、AVGO (2.1%)、GOOGL (2.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.4% 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
CARG
市值: US$374.2萬
本季最大獲利了結 / 清倉標的
SEDG
前期市值: US$303.3萬
在 Q4 2025 季度中，Convergence Investment Partners, LLC 共進行了 50 項持倉異動，包含新建倉 16 個部位、加碼 18 個部位、減碼 7 個部位以及清倉 9 個部位。 其中最大新建倉標的為 CARG。 本季清倉部位包含 SEDG。
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。