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: 0001535061
申報總市值
US$33.7億
US$33.7億
827 檔
3.9%
截至 Q2 2025 季度末，Edgestream Partners, L.P. 的美股持倉估值約為 US$33.7億，全數申報部位共有 827 檔。
觀察 Q2 2025 的申報異動，Edgestream Partners, L.P. 採取了強勁的買進策略，建倉與加碼動作（合計 35 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 HYG, MSFT, SPY）占據了總市值的 3.9%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 827 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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.85% | +0.37% | +152.68% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.28% | +38.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.52% | -6.01% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | +0.04% | +29.73% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 0.60% | -0.18% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | +0.16% | — | |
| 7 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.44% | +0.02% | +7800.95% | |
| 8 | OGE | Oge Energy CORP | 股票-公用事業 | 0.42% | — | +303.94% | |
| 9 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.42% | +0.15% | NEW | |
| 10 | EG | Everest Group, Ltd. | 股票-金融 | 0.41% | -0.24% | +3139.22% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | -0.19% | +1463.03% | |
| 12 | NFG | National Fuel Gas Co | 股票-能源 | 0.40% | -0.01% | EXIT | |
| 13 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.40% | -0.01% | +174.24% | |
| 14 | PNW | Pinnacle West Capital | 股票-公用事業 | 0.40% | +0.04% | +225.82% | |
| 15 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.39% | +0.17% | +120.59% | |
| 16 | TRNO | Terreno Realty CORP | 股票-房地產 | 0.39% | -0.05% | +184.70% | |
| 17 | CLH | Clean Harbors Inc | 股票-工業 | 0.38% | -0.01% | EXIT | |
| 18 | FR | First Industrial Realty Tr | 股票-房地產 | 0.38% | +0.09% | +290.08% | |
| 19 | IRM | Iron Mountain Inc | 股票-房地產 | 0.38% | — | +69.44% | |
| 20 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.37% | -0.01% | — | |
| 21 | STT | State Street CORP | 股票-金融 | 0.37% | -0.13% | +33.94% | |
| 22 | AEE | Ameren Corporation | 股票-公用事業 | 0.37% | +0.40% | NEW | |
| 23 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.37% | +0.04% | NEW | |
| 24 | EBC | Eastern Bankshares Inc | 股票-其他 | 0.36% | — | +457.89% | |
| 25 | BPOP | Popular Inc | 股票-金融 | 0.36% | -0.07% | +61.78% | |
| 26 | KBH | Kb Home | 股票-循環性消費 | 0.36% | -0.02% | EXIT | |
| 27 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.35% | +0.21% | +282.38% | |
| 28 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.35% | -0.19% | +276.41% | |
| 29 | ORI | Old Republic Intl CORP | 股票-金融 | 0.35% | — | +48.83% | |
| 30 | AX | Axos Financial Inc | 股票-金融 | 0.35% | +0.10% | +199.71% | |
| 31 | ABCB | Ameris Bancorp | 股票-金融 | 0.35% | +0.19% | — | |
| 32 | FCN | Fti Consulting Inc | 股票-工業 | 0.35% | -0.01% | +168.76% | |
| 33 | POR | Portland General Electric Co | 股票-公用事業 | 0.35% | -0.28% | +981.77% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.35% | -0.05% | EXIT | |
| 35 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.34% | -0.26% | EXIT | |
| 36 | ETR | Entergy CORP | 股票-公用事業 | 0.34% | -0.15% | +129.08% | |
| 37 | ABG | Asbury Automotive Group | 股票-循環性消費 | 0.34% | -0.09% | +122.54% | |
| 38 | FBP | First Bancorp Puerto Rico | 股票-其他 | 0.33% | -0.08% | +47.03% | |
| 39 | BRX | Brixmor Property Group Inc | 股票-房地產 | 0.33% | +0.28% | +862.55% | |
| 40 | TECH | Bio-techne CORP | 股票-醫療保健 | 0.33% | -0.01% | EXIT | |
| 41 | NNN | Nnn Reit Inc | 股票-房地產 | 0.32% | +0.08% | +74.51% | |
| 42 | HUBS | Hubspot Inc | 股票-科技 | 0.32% | — | — | |
| 43 | TRN | Trinity Industries Inc | 股票-其他 | 0.32% | — | +17.15% | |
| 44 | APLE | Apple Hospitality Reit Inc | 股票-房地產 | 0.32% | -0.07% | EXIT | |
| 45 | BCPC | Balchem CORP | 股票-原物料 | 0.32% | +0.06% | NEW | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.32% | -0.15% | EXIT | |
| 47 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 0.31% | — | +13.89% | |
| 48 | MANH | Manhattan Associates Inc | 股票-科技 | 0.31% | -0.16% | EXIT | |
| 49 | MSI | Motorola Solutions Inc | 股票-科技 | 0.31% | +0.01% | NEW | |
| 50 | TTEK | Tetra Tech Inc | 股票-工業 | 0.31% | -0.12% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.5% | NEW | 新建倉 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +152.68% | 加碼 |
| 3 | EG | Everest Group, Ltd. | +0.4% | +3139.22% | 加碼 |
| 4 | GS | Goldman Sachs Group Inc | +0.4% | +1463.03% | 加碼 |
| 5 | ODFL | Old Dominion Freight Line | +0.4% | NEW | 新建倉 |
| 6 | AEE | Ameren Corporation | +0.4% | NEW | 新建倉 |
| 7 | KBH | Kb Home | +0.4% | +6329.79% | 加碼 |
| 8 | ABCB | Ameris Bancorp | +0.4% | NEW | 新建倉 |
| 9 | ABBV | Abbvie Inc | +0.4% | NEW | 新建倉 |
| 10 | GDDY | Godaddy Inc - Class A | +0.3% | +577.71% | 加碼 |
| 11 | ORLY | O'reilly Automotive Inc | +0.3% | +7800.95% | 加碼 |
| 12 | HUBS | Hubspot Inc | +0.3% | NEW | 新建倉 |
| 13 | BAC | Bank Of America CORP | +0.3% | NEW | 新建倉 |
| 14 | CLH | Clean Harbors Inc | +0.3% | +462.70% | 加碼 |
| 15 | POR | Portland General Electric Co | +0.3% | +981.77% | 加碼 |
| 16 | MANH | Manhattan Associates Inc | +0.3% | NEW | 新建倉 |
| 17 | NFLX | Netflix Inc | +0.3% | NEW | 新建倉 |
| 18 | PBH | Prestige Consumer Healthcare | +0.3% | NEW | 新建倉 |
| 19 | OGE | Oge Energy CORP | +0.3% | +303.94% | 加碼 |
| 20 | BRX | Brixmor Property Group Inc | +0.3% | +862.55% | 加碼 |
| 21 | MSFT | Microsoft CORP | +0.3% | +38.26% | 加碼 |
| 22 | ESE | Esco Technologies Inc | +0.3% | +3036.92% | 加碼 |
| 23 | G2C | Everi Holdings Inc | +0.3% | NEW | 新建倉 |
| 24 | EBC | Eastern Bankshares Inc | +0.3% | +457.89% | 加碼 |
| 25 | FOXA | Fox CORP - Class A | +0.3% | NEW | 新建倉 |
| 26 | SPG | Simon Property Group Inc | +0.3% | NEW | 新建倉 |
| 27 | RL | Ralph Lauren CORP | +0.3% | +276.41% | 加碼 |
| 28 | MO | Altria Group Inc | +0.3% | +1149.47% | 加碼 |
| 29 | NBIX | Neurocrine Biosciences Inc | +0.3% | NEW | 新建倉 |
| 30 | FR | First Industrial Realty Tr | +0.3% | +290.08% | 加碼 |
| 31 | BNY | Bank Of New York Mellon CORP | +0.3% | +282.38% | 加碼 |
| 32 | APLE | Apple Hospitality Reit Inc | +0.3% | +493.14% | 加碼 |
| 33 | GPI | Group 1 Automotive Inc | +0.2% | +174.24% | 加碼 |
| 34 | PNW | Pinnacle West Capital | +0.2% | +225.82% | 加碼 |
| 35 | HLI | Houlihan Lokey Inc | +0.2% | +282.58% | 加碼 |
| 36 | FUL | H.b. Fuller Co. | -0.3% | EXIT | 清倉 |
| 37 | WERN | Werner Enterprises Inc | -0.3% | EXIT | 清倉 |
| 38 | HRB | H&r Block Inc | -0.3% | -88.86% | 減碼 |
| 39 | BSY | Bentley Systems Inc-class B | -0.3% | EXIT | 清倉 |
| 40 | HUBB | Hubbell Inc | -0.3% | EXIT | 清倉 |
| 41 | DHI | Dr Horton Inc | -0.3% | -69.60% | 減碼 |
| 42 | WMB | Williams Cos Inc | -0.4% | -96.22% | 減碼 |
| 43 | NOW | Servicenow Inc | -0.4% | -82.91% | 減碼 |
| 44 | FICO | Fair Isaac CORP | -0.4% | EXIT | 清倉 |
| 45 | JNJ | Johnson & Johnson | -0.4% | -70.66% | 減碼 |
| 46 | ARW | Arrow Electronics Inc | -0.4% | EXIT | 清倉 |
| 47 | TRGP | Targa Resources CORP | -0.5% | -92.92% | 減碼 |
| 48 | LNG | Cheniere Energy Inc | -0.5% | -94.66% | 減碼 |
| 49 | OKE | Oneok Inc | -0.5% | -95.44% | 減碼 |
| 50 | MCD | Mcdonald's CORP | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Edgestream Partners, L.P. 在 Q2 2025 季度的美股持倉總市值約為 US$33.7億，共申報了 827 個公開持股部位。
在 Q2 2025 季度，Edgestream Partners, L.P. 按市值排列的前三大核心持股分別為：HYG (0.8%)、MSFT (0.8%)、SPY (0.7%)。其中最大持股部位 HYG 佔據整體投資組合約 0.8% 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
JPM
市值: US$1698.4萬
本季最大獲利了結 / 清倉標的
MCD
前期市值: US$1421.8萬
在 Q2 2025 季度中，Edgestream Partners, L.P. 共進行了 50 項持倉異動，包含新建倉 14 個部位、加碼 21 個部位、減碼 8 個部位以及清倉 7 個部位。 其中最大新建倉標的為 JPM。 本季清倉部位包含 MCD。
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。