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: 0001636948
申報總市值
US$31.7億
US$31.7億
114 檔
16.0%
截至 Q1 2025 季度末，Covea Finance 的美股持倉估值約為 US$31.7億，全數申報部位共有 114 檔。
Covea Finance 在 Q1 2025 進行了結構性的板塊輪動與部位換股。在開立 10 個全新部位及加碼 15 檔持股的同時，亦同步清倉 2 檔並減碼 23 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, AMZN）占據了總市值的 16.0%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.68% | +0.08% | +22.37% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.67% | -2.40% | -1.35% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.13% | -0.55% | +0.49% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.64% | +0.33% | +28.11% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.16% | +1.24% | +221.37% | |
| 6 | WM | Waste Management Inc | 股票-工業 | 2.92% | -0.10% | +27.03% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.67% | -0.36% | -8.20% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | -0.20% | -25.91% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.57% | -0.54% | -5.63% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.36% | -0.37% | +3.94% | |
| 11 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.25% | -0.12% | +20.31% | |
| 12 | CCJ | Cameco CORP | 股票-能源 | 2.14% | -0.21% | +52.76% | |
| 13 | FNV | Franco-nevada CORP | 股票-原物料 | 2.07% | -0.43% | +182.44% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.96% | -0.25% | +40.18% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.87% | +0.16% | -14.32% | |
| 16 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.86% | -0.26% | -23.35% | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.79% | -1.07% | — | |
| 18 | MSI | Motorola Solutions Inc | 股票-科技 | 1.74% | -1.05% | +29.32% | |
| 19 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.70% | +0.09% | -13.58% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.56% | — | -42.10% | |
| 21 | EMR | Emerson Electric Co | 股票-工業 | 1.50% | +0.13% | +31.04% | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.45% | -0.71% | EXIT | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.34% | — | — | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.28% | -0.48% | +4.91% | |
| 25 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.28% | -0.63% | -41.44% | |
| 26 | ROL | Rollins Inc | 股票-循環性消費 | 1.25% | -0.15% | -23.19% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 1.24% | +0.19% | +160.31% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.18% | +0.42% | — | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.12% | -0.19% | +53.89% | |
| 30 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.09% | -0.19% | +32.82% | |
| 31 | ENB | Enbridge Inc | 股票-能源 | 1.08% | -0.04% | -0.13% | |
| 32 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.03% | -0.06% | +2.76% | |
| 33 | HUBB | Hubbell Inc | 股票-工業 | 1.01% | — | -29.29% | |
| 34 | WAB | Wabtec CORP | 股票-工業 | 0.94% | -0.03% | -15.83% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.90% | +0.09% | — | |
| 36 | PH | Parker Hannifin CORP | 股票-工業 | 0.90% | -0.01% | -3.24% | |
| 37 | LNG | Cheniere Energy Inc | 股票-能源 | 0.89% | +0.39% | -30.72% | |
| 38 | XYL | Xylem Inc | 股票-工業 | 0.75% | -0.32% | +28.80% | |
| 39 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.73% | -0.05% | +9.75% | |
| 40 | ROK | Rockwell Automation Inc | 股票-工業 | 0.70% | +0.18% | +73.40% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | — | — | |
| 42 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.69% | -0.02% | +12.58% | |
| 43 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.68% | +0.24% | -13.76% | |
| 44 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.66% | +0.34% | +35.51% | |
| 45 | ECL | Ecolab Inc | 股票-原物料 | 0.62% | -0.03% | -13.89% | |
| 46 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.61% | -0.48% | — | |
| 47 | HON | Honeywell International Inc | 股票-工業 | 0.61% | -0.50% | EXIT | |
| 48 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.60% | +0.90% | -8.46% | |
| 49 | CMS | Cms Energy CORP | 股票-公用事業 | 0.60% | -0.08% | -2.20% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.57% | -0.05% | +65.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2% | +221.37% | 加碼 |
| 2 | ABT | Abbott Laboratories | +1.8% | NEW | 新建倉 |
| 3 | FNV | Franco-nevada CORP | +1.5% | +182.44% | 加碼 |
| 4 | ADBE | Adobe Inc | +1.3% | NEW | 新建倉 |
| 5 | LLY | Eli Lilly & Co | +1.2% | NEW | 新建倉 |
| 6 | V | Visa Inc-class A Shares | +1.1% | +28.11% | 加碼 |
| 7 | WM | Waste Management Inc | +1% | +27.03% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.9% | NEW | 新建倉 |
| 9 | TXN | Texas Instruments Inc | +0.8% | +160.31% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.7% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.6% | +22.37% | 加碼 |
| 12 | ISRG | Intuitive Surgical Inc | +0.5% | +40.18% | 加碼 |
| 13 | ZTS | Zoetis Inc | +0.4% | +20.31% | 加碼 |
| 14 | TJX | Tjx Companies Inc | +0.4% | +53.89% | 加碼 |
| 15 | AWK | American Water Works Co Inc | +0.4% | +32.82% | 加碼 |
| 16 | MSI | Motorola Solutions Inc | +0.4% | +29.32% | 加碼 |
| 17 | ADI | Analog Devices Inc | +0.3% | NEW | 新建倉 |
| 18 | BKR | Baker Hughes Co | +0.3% | NEW | 新建倉 |
| 19 | ROK | Rockwell Automation Inc | +0.3% | +73.40% | 加碼 |
| 20 | KO | Coca-cola Co/the | +0.3% | NEW | 新建倉 |
| 21 | AXP | American Express Co | +0.2% | NEW | 新建倉 |
| 22 | SYK | Stryker CORP | +0.2% | NEW | 新建倉 |
| 23 | COST | Costco Wholesale CORP | -0.2% | -14.32% | 減碼 |
| 24 | WAB | Wabtec CORP | -0.2% | -15.83% | 減碼 |
| 25 | MLM | Martin Marietta Materials | -0.3% | -33.45% | 減碼 |
| 26 | DHR | Danaher CORP | -0.3% | -28.78% | 減碼 |
| 27 | WMT | Walmart Inc | -0.3% | -8.20% | 減碼 |
| 28 | AMD | Advanced Micro Devices | -0.3% | -64.84% | 減碼 |
| 29 | LNG | Cheniere Energy Inc | -0.3% | -30.72% | 減碼 |
| 30 | NOW | Servicenow Inc | -0.3% | +8.48% | 加碼 |
| 31 | CCJ | Cameco CORP | -0.4% | +52.76% | 加碼 |
| 32 | HON | Honeywell International Inc | -0.4% | -36.44% | 減碼 |
| 33 | MRVL | Marvell Technology Inc | -0.4% | -27.32% | 減碼 |
| 34 | AMT | American Tower CORP | -0.4% | EXIT | 清倉 |
| 35 | AME | Ametek Inc | -0.5% | -46.94% | 減碼 |
| 36 | CLH | Clean Harbors Inc | -0.5% | -53.14% | 減碼 |
| 37 | AMZN | Amazon.com Inc | -0.5% | +0.49% | 加碼 |
| 38 | DXCM | Dexcom Inc | -0.6% | -63.81% | 減碼 |
| 39 | TSCO | Tractor Supply Company | -0.6% | -66.08% | 減碼 |
| 40 | MSFT | Microsoft CORP | -0.7% | -1.35% | 減碼 |
| 41 | GMED | Globus Medical Inc - A | -0.7% | -69.50% | 減碼 |
| 42 | ZBH | Zimmer Biomet Holdings Inc | -0.7% | -83.65% | 減碼 |
| 43 | APH | Amphenol Corp-cl A | -0.8% | -55.72% | 減碼 |
| 44 | HUBB | Hubbell Inc | -0.8% | -29.29% | 減碼 |
| 45 | DIS | Walt Disney Co/the | -0.8% | -23.35% | 減碼 |
| 46 | LOW | Lowe's Cos Inc | -1% | -41.44% | 減碼 |
| 47 | SRE | Sempra | -1.3% | EXIT | 清倉 |
| 48 | ITT | Itt Inc | -1.3% | -90.91% | 減碼 |
| 49 | NVDA | Nvidia CORP | -1.7% | -25.91% | 減碼 |
| 50 | AVGO | Broadcom Inc | -2.1% | -42.10% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Covea Finance 在 Q1 2025 季度的美股持倉總市值約為 US$31.7億，共申報了 114 個公開持股部位。
在 Q1 2025 季度，Covea Finance 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MSFT (5.7%)、AMZN (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
ABT
市值: US$3892.7萬
本季最大獲利了結 / 清倉標的
SRE
前期市值: US$2850.4萬
在 Q1 2025 季度中，Covea Finance 共進行了 50 項持倉異動，包含新建倉 10 個部位、加碼 15 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ABT。 本季清倉部位包含 SRE。
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。