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: 0002009396
申報總市值
US$43.0億
US$43.0億
414 檔
26.5%
截至 Q1 2025 季度末，E. Ohman J:or Asset Management AB 的美股持倉估值約為 US$43.0億，全數申報部位共有 414 檔。
在 Q1 2025，E. Ohman J:or Asset Management AB 展現出較為審慎的避險與獲利了結姿態。本季共減碼 33 個部位並完全清倉 4 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, AAPL, NVDA）占據了總市值的 26.5%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
FIX
市值: US$2515.5萬
本季最大獲利了結 / 清倉標的
MRK
前期市值: US$4107.3萬
僅顯示前 200 大持股（共 414 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 | MSFT | Microsoft CORP | 股票-科技 | 8.07% | -0.80% | -6.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.44% | +0.02% | -6.63% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.73% | -0.06% | -5.30% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.45% | -0.17% | +0.99% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.63% | +0.36% | -8.45% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.51% | +0.39% | -4.49% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 2.38% | -0.05% | -12.51% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | +0.27% | -5.10% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.05% | +1.15% | +3.26% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.74% | -0.19% | -10.34% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.67% | +0.21% | -8.73% | |
| 12 | FTNT | Fortinet Inc | 股票-科技 | 1.64% | +0.29% | -18.66% | |
| 13 | PGR | Progressive CORP | 股票-金融 | 1.61% | -0.09% | -3.97% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.46% | -3.96% | |
| 15 | T | At&t Inc | 股票-通訊服務 | 1.41% | -1.16% | -1.38% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.21% | -0.17% | -15.25% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 1.20% | -1.11% | -1.26% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.16% | +0.23% | -20.53% | |
| 19 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.15% | +0.09% | +19.70% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.10% | +0.03% | -2.77% | |
| 21 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.07% | -1.38% | +13.96% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.06% | -0.05% | -6.02% | |
| 23 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.06% | — | -1.02% | |
| 24 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.06% | -0.07% | -7.37% | |
| 25 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 1.00% | +0.05% | -16.68% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.00% | -0.93% | -36.13% | |
| 27 | PLD | Prologis Inc | 股票-房地產 | 0.96% | -0.12% | +19.42% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.93% | -0.09% | -16.79% | |
| 29 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.93% | — | -11.89% | |
| 30 | WDAY | Workday Inc-class A | 股票-科技 | 0.91% | — | +1396.46% | |
| 31 | ADSK | Autodesk Inc | 股票-科技 | 0.87% | -0.23% | +6.45% | |
| 32 | ROL | Rollins Inc | 股票-循環性消費 | 0.86% | -0.35% | -12.50% | |
| 33 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.84% | — | +5.30% | |
| 34 | GWW | Ww Grainger Inc | 股票-工業 | 0.84% | +0.11% | +1.27% | |
| 35 | FSLR | First Solar Inc | 股票-科技 | 0.82% | +0.11% | +55.34% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.08% | -0.94% | |
| 37 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.76% | -0.61% | -15.85% | |
| 38 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.71% | — | -14.75% | |
| 39 | SGRY | Surgery Partners Inc | 股票-其他 | 0.69% | — | -12.64% | |
| 40 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.67% | +0.06% | — | |
| 41 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.66% | -0.54% | +10.42% | |
| 42 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.66% | -0.01% | -7.30% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.45% | -44.20% | |
| 44 | BLD | Topbuild CORP | 股票-工業 | 0.62% | -0.03% | -0.97% | |
| 45 | USX1 | United States Steel CORP | 股票-其他 | 0.59% | — | +0.06% | |
| 46 | MCHP | Microchip Technology Inc | 股票-科技 | 0.58% | -0.04% | +3.79% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.56% | +0.09% | -4.80% | |
| 48 | CEG | Constellation Energy | 股票-公用事業 | 0.51% | -0.17% | -24.91% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | -0.03% | -2.67% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | -0.02% | -3.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WDAY | Workday Inc-class A | +0.9% | +1396.46% | 加碼 |
| 2 | FIX | Comfort Systems USA Inc | +0.7% | NEW | 新建倉 |
| 3 | ACI | Albertsons Cos Inc - Class A | +0.4% | +4768.55% | 加碼 |
| 4 | V | Visa Inc-class A Shares | +0.4% | -4.49% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.4% | +3.26% | 加碼 |
| 6 | T | At&t Inc | +0.4% | -1.38% | 減碼 |
| 7 | PGR | Progressive CORP | +0.4% | -3.97% | 減碼 |
| 8 | CBOE | Cboe Global Markets Inc | +0.4% | +13.96% | 加碼 |
| 9 | CYTK | Cytokinetics Inc | +0.4% | NEW | 新建倉 |
| 10 | CL | Colgate-palmolive Co | +0.3% | +19.70% | 加碼 |
| 11 | PLD | Prologis Inc | +0.3% | +19.42% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -5.10% | 減碼 |
| 13 | USX1 | United States Steel CORP | +0.2% | +0.06% | 加碼 |
| 14 | FSLR | First Solar Inc | +0.2% | +55.34% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -3.96% | 減碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | -10.34% | 減碼 |
| 17 | AZO | Autozone Inc | +0.1% | NEW | 新建倉 |
| 18 | EA | Electronic Arts Inc | 0% | -7.30% | 減碼 |
| 19 | BLK | Blackrock Inc | 0% | -2.77% | 減碼 |
| 20 | IBN | Icici Bank Ltd-spon Adr | — | -16.68% | 減碼 |
| 21 | MCHP | Microchip Technology Inc | — | +3.79% | 加碼 |
| 22 | AMZN | Amazon.com Inc | 0% | +0.99% | 加碼 |
| 23 | BRBR | Bellring Brands Inc | 0% | -11.89% | 減碼 |
| 24 | ORCL | Oracle CORP | 0% | -2.38% | 減碼 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | -3.85% | 減碼 |
| 26 | NOW | Servicenow Inc | 0% | -2.32% | 減碼 |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | -0.94% | 減碼 |
| 28 | ADBE | Adobe Inc | -0.1% | -6.02% | 減碼 |
| 29 | ABNB | Airbnb Inc-class A | -0.1% | -14.75% | 減碼 |
| 30 | FTNT | Fortinet Inc | -0.1% | -18.66% | 減碼 |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | -16.79% | 減碼 |
| 32 | GPN | Global Payments Inc | -0.1% | EXIT | 清倉 |
| 33 | PDD | Pdd Holdings Inc | -0.1% | EXIT | 清倉 |
| 34 | FCNCA | First Citizens Bcshs -cl A | -0.1% | -15.85% | 減碼 |
| 35 | CEG | Constellation Energy | -0.1% | -24.91% | 減碼 |
| 36 | PANW | Palo Alto Networks Inc | -0.2% | -20.53% | 減碼 |
| 37 | BSX | Boston Scientific CORP | -0.2% | -36.13% | 減碼 |
| 38 | DECK | Deckers Outdoor CORP | -0.3% | -11.95% | 減碼 |
| 39 | CRM | Salesforce Inc | -0.3% | -15.25% | 減碼 |
| 40 | AAPL | Apple Inc | -0.4% | -6.63% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.5% | -6.61% | 減碼 |
| 42 | EQIX | Equinix Inc | -0.5% | -83.82% | 減碼 |
| 43 | AMD | Advanced Micro Devices | -0.5% | -44.20% | 減碼 |
| 44 | AVGO | Broadcom Inc | -0.6% | -8.73% | 減碼 |
| 45 | ATKR | Atkore Inc | -0.6% | EXIT | 清倉 |
| 46 | ICE | Intercontinental Exchange In | -0.7% | -89.28% | 減碼 |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | -0.7% | -97.37% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.8% | -8.45% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.9% | -5.30% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | -1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，E. Ohman J:or Asset Management AB 在 Q1 2025 季度的美股持倉總市值約為 US$43.0億，共申報了 414 個公開持股部位。
在 Q1 2025 季度，E. Ohman J:or Asset Management AB 按市值排列的前三大核心持股分別為：MSFT (8.1%)、AAPL (6.4%)、NVDA (5.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.1% 的權重。
在 Q1 2025 季度中，E. Ohman J:or Asset Management AB 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 33 個部位以及清倉 4 個部位。 其中最大新建倉標的為 FIX。 本季清倉部位包含 MRK。
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。
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。
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。