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: 0002016793
申報總市值
US$2.3億
US$2.3億
90 檔
30.0%
在 Q3 2025 的 13F 官方備案中，DLK Investment Management, LLC 管理的美股投資組合規模來到 US$2.3億，整體持股檔數為 90 檔。
在 Q3 2025 期間，DLK Investment Management, LLC 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
在資產配置集中度方面，DLK Investment Management, LLC 的前 5 大核心持股（包含 MSFT, AAPL, GOOG 等）合計佔整體申報市值的 30.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 6.83% | +1.37% | -3.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.04% | +0.18% | -7.33% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.91% | +0.58% | -3.00% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.92% | -0.14% | -0.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.66% | -0.26% | -1.47% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.48% | -0.21% | -1.12% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 3.16% | -1.00% | -2.30% | |
| 8 | ICE | Intercontinental Exchange In | 股票-金融 | 3.07% | -0.10% | -1.00% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.84% | +0.20% | -0.83% | |
| 10 | WM | Waste Management Inc | 股票-工業 | 2.74% | +0.02% | -0.62% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 2.71% | -0.78% | -11.29% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.55% | -0.82% | -1.00% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.51% | — | -0.51% | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 2.42% | -2.85% | EXIT | |
| 15 | ITW | Illinois Tool Works | 股票-工業 | 2.40% | -0.25% | -0.20% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | -1.95% | +256.26% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.34% | -1.19% | -2.60% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 2.31% | +0.13% | -0.41% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 2.22% | -0.28% | +0.18% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.17% | -1.33% | -3.51% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.06% | -0.29% | -2.94% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.88% | -0.28% | +0.08% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.88% | +0.35% | -0.44% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.87% | -0.40% | +0.45% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 1.87% | +0.33% | +0.51% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.69% | -0.60% | -0.91% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.68% | +0.85% | -0.56% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 1.67% | +0.67% | +4.33% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.64% | -0.09% | +5.30% | |
| 30 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.59% | — | +1.48% | |
| 31 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.58% | +0.33% | +1.89% | |
| 32 | LIN | Linde plc | 股票-原物料 | 1.50% | -0.27% | +0.60% | |
| 33 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.50% | -1.76% | EXIT | |
| 34 | DE | Deere & Co | 股票-工業 | 1.45% | -0.60% | -0.13% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 1.07% | -0.11% | -0.66% | |
| 36 | KVUE | Kenvue Inc | 股票-非循環性消費 | 1.04% | — | +0.12% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 1.02% | -0.73% | -3.24% | |
| 38 | GE | General Electric | 股票-工業 | 0.56% | -0.09% | — | |
| 39 | SRE | Sempra | 股票-公用事業 | 0.46% | — | -28.74% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | -0.04% | +30.10% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.39% | -0.45% | — | |
| 42 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.38% | -0.10% | — | |
| 43 | CR | Crane Co | 股票-工業 | 0.36% | -0.31% | EXIT | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.33% | -0.08% | +8.85% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.03% | +8.40% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.21% | -0.01% | -0.52% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.20% | — | +0.47% | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.19% | -0.01% | — | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.18% | -0.08% | -0.21% | |
| 50 | RIOT | Riot Platforms Inc | 股票-金融 | 0.18% | -0.02% | -1.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +256.26% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +1.7% | -3.51% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +1.7% | -3.00% | 減碼 |
| 4 | MSFT | Microsoft CORP | +1.1% | -3.95% | 減碼 |
| 5 | TSLA | Tesla Inc | +0.8% | -11.29% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -1.47% | 加碼 |
| 7 | RTX | Rtx CORP | +0.3% | -2.30% | 減碼 |
| 8 | NFLX | Netflix Inc | +0.2% | -3.24% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | -0.83% | 減碼 |
| 10 | GEV | GE Vernova Inc | +0.2% | — | 減碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +30.10% | 加碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | -2.94% | 減碼 |
| 13 | RIOT | Riot Platforms Inc | +0.1% | -1.96% | 減碼 |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +0.47% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | -2.60% | 減碼 |
| 16 | QCOM | Qualcomm Inc | +0.1% | +4.33% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.00% | 加碼 |
| 18 | GE | General Electric | +0.1% | — | 減碼 |
| 19 | HD | Home Depot Inc | 0% | -0.41% | 加碼 |
| 20 | CSCO | Cisco Systems Inc | 0% | -0.91% | 減碼 |
| 21 | MDT | Medtronic plc | -0.1% | +0.08% | 加碼 |
| 22 | ITW | Illinois Tool Works | -0.1% | -0.20% | 加碼 |
| 23 | PEP | Pepsico Inc | -0.3% | -0.44% | 加碼 |
| 24 | BDX | Becton Dickinson And Co | -0.4% | +1.89% | 加碼 |
| 25 | AAPL | Apple Inc | -0.4% | -7.33% | 減碼 |
| 26 | AMGN | Amgen Inc | -0.5% | +0.18% | 加碼 |
| 27 | ICE | Intercontinental Exchange In | -0.5% | -1.00% | 減碼 |
| 28 | WM | Waste Management Inc | -0.5% | -0.62% | 減碼 |
| 29 | COST | Costco Wholesale CORP | -0.5% | -1.12% | 減碼 |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | -0.6% | -0.56% | 加碼 |
| 31 | V | Visa Inc-class A Shares | -0.6% | -0.61% | 減碼 |
| 32 | KVUE | Kenvue Inc | -0.7% | +0.12% | 減碼 |
| 33 | STZ | Constellation Brands Inc-a | -0.8% | +1.48% | 減碼 |
| 34 | CMG | Chipotle Mexican Grill Inc | — | NEW | 新建倉 |
| 35 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
| 36 | ACN | Accenture plc | — | EXIT | 清倉 |
| 37 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 38 | RGTI | Rigetti Computing Inc | — | EXIT | 清倉 |
| 39 | REGN | Regeneron Pharmaceuticals | — | NEW | 新建倉 |
| 40 | PLTR | Palantir Technologies Inc-a | — | NEW | 新建倉 |
| 41 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 42 | SO | Southern Co/the | — | NEW | 新建倉 |
| 43 | MRVL | Marvell Technology Inc | — | NEW | 新建倉 |
| 44 | SHOP | Shopify Inc - Class A | — | EXIT | 清倉 |
| 45 | HOOD | Robinhood Markets Inc - A | — | NEW | 新建倉 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | 新建倉 |
| 47 | ELV | Elevance Health Inc | — | NEW | 新建倉 |
| 48 | CVS | Cvs Health CORP | — | NEW | 新建倉 |
| 49 | VRT | Vertiv Holdings Co-a | — | NEW | 新建倉 |
| 50 | FCX | Freeport-mcmoran Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，DLK Investment Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 90 個公開持股部位。
在 Q3 2025 季度，DLK Investment Management, LLC 按市值排列的前三大核心持股分別為：MSFT (6.8%)、AAPL (6.0%)、GOOG (5.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.8% 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
CMG
市值: US$397.0萬
本季最大獲利了結 / 清倉標的
NKE
前期市值: US$351.3萬
在 Q3 2025 季度中，DLK Investment Management, LLC 共進行了 50 項持倉異動，包含新建倉 12 個部位、加碼 15 個部位、減碼 18 個部位以及清倉 5 個部位。 其中最大新建倉標的為 CMG。 本季清倉部位包含 NKE。
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。