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: 0001649647
申報總市值
US$75.9億
US$75.9億
563 檔
16.6%
Edmond De Rothschild Holding S.a. 在 Q4 2025 季度的美股部位總計估值為 US$75.9億，分散於 563 個持倉標的之中，反映其市場參與廣度與投資規模。
Q4 2025 數據顯示 Edmond De Rothschild Holding S.a. 積極進場，新開立 2 個部位並同步加碼 31 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 GOOGL, MSFT, NVDA）累計市值佔比達 16.6%，是驅動 Edmond De Rothschild Holding S.a. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
TTE
市值: US$1.3億
本季最大獲利了結 / 清倉標的
EB4
前期市值: US$1641.7萬
僅顯示前 200 大持股（共 563 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.92% | +0.23% | -18.75% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.06% | +0.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.37% | +0.77% | -5.39% | |
| 4 | AKAM | Akamai Technologies Inc | 股票-科技 | 3.20% | -1.10% | +2.58% | |
| 5 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.91% | -0.08% | +8.98% | |
| 6 | SLB | Slb LTD | 股票-能源 | 2.81% | -0.65% | +0.26% | |
| 7 | BAC | Bank Of America CORP | 股票-金融 | 2.46% | +0.15% | -4.84% | |
| 8 | MTCH | Match Group Inc | 股票-通訊服務 | 2.26% | -0.16% | +1.81% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | +1.17% | +10.09% | |
| 10 | BAH | Booz Allen Hamilton Holdings | 股票-工業 | 1.96% | -0.48% | +27.54% | |
| 11 | BRKR | Bruker CORP | 股票-醫療保健 | 1.91% | +0.49% | -9.81% | |
| 12 | ILMN | Illumina Inc | 股票-醫療保健 | 1.90% | +0.34% | -13.06% | |
| 13 | TTE | TotalEnergies SE | 股票-其他 | 1.87% | -0.74% | — | |
| 14 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.58% | -0.07% | +40.11% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | +0.11% | +11.48% | |
| 16 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 1.36% | -0.06% | +32.16% | |
| 17 | HUBS | Hubspot Inc | 股票-科技 | 1.31% | -0.40% | +37.66% | |
| 18 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.31% | -0.21% | +275.36% | |
| 19 | NTAP | Netapp Inc | 股票-科技 | 1.26% | +0.44% | +6.38% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.16% | -0.01% | +17.95% | |
| 21 | WK | Workiva Inc | 股票-科技 | 1.15% | -0.24% | -25.44% | |
| 22 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.06% | +0.24% | +251.17% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.04% | +0.18% | +4.05% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.00% | +0.02% | -9.86% | |
| 25 | RY | Royal Bank Of Canada | 股票-金融 | 0.90% | -0.01% | +2.91% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.84% | -0.12% | +2.60% | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.83% | -0.29% | +38.10% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.78% | +0.19% | -2.97% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.05% | +28.44% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.08% | +7.06% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.77% | -0.05% | +26.17% | |
| 32 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | +0.12% | +398.26% | |
| 33 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 0.75% | +0.08% | +303.52% | |
| 34 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.71% | -0.03% | -12.61% | |
| 35 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 0.70% | — | +84.42% | |
| 36 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.68% | -0.45% | +11.90% | |
| 37 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.68% | +0.05% | +0.53% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.68% | +0.03% | -15.04% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | +0.07% | -18.16% | |
| 40 | WM | Waste Management Inc | 股票-工業 | 0.67% | -0.03% | +0.79% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.67% | -0.15% | -13.74% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | +0.27% | -17.45% | |
| 43 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.66% | +0.42% | -48.50% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.64% | -0.18% | -2.95% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | +0.05% | +102.13% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.63% | +0.04% | +0.41% | |
| 47 | NEM | Newmont CORP | 股票-原物料 | 0.63% | -0.08% | +4.40% | |
| 48 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.61% | +0.21% | +435903.80% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.59% | -0.63% | +1156.30% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.01% | +15.93% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STLA | Stellantis N.V. | +1% | +275.36% | 加碼 |
| 2 | IQV | Iqvia Holdings Inc | +0.8% | +251.17% | 加碼 |
| 3 | GTLB | Gitlab Inc-cl A | +0.6% | +435903.80% | 加碼 |
| 4 | HD | Home Depot Inc | +0.6% | +398.26% | 加碼 |
| 5 | KBWB | Invesco Kbw Bank ETF | +0.6% | +303.52% | 加碼 |
| 6 | WMT | Walmart Inc | +0.5% | +1156.30% | 加碼 |
| 7 | CIBR | First Trust Nasdaq Cybersecu | +0.4% | +12261.25% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.4% | +102.13% | 加碼 |
| 9 | BRKR | Bruker CORP | +0.3% | -9.81% | 減碼 |
| 10 | AKAM | Akamai Technologies Inc | +0.3% | +2.58% | 加碼 |
| 11 | STZ | Constellation Brands Inc-a | +0.2% | +4497.78% | 加碼 |
| 12 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +40.11% | 加碼 |
| 13 | PINS | Pinterest Inc- Class A | +0.2% | +84.42% | 加碼 |
| 14 | ILMN | Illumina Inc | +0.2% | -13.06% | 減碼 |
| 15 | SOXX | Ishares Semiconductor ETF | +0.2% | +26.17% | 加碼 |
| 16 | ANET | Arista Networks Inc | +0.2% | +3353.16% | 加碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +28.44% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +10.09% | 加碼 |
| 19 | TOST | Toast Inc-class A | +0.1% | +56.87% | 加碼 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +817.00% | 加碼 |
| 21 | HUBS | Hubspot Inc | +0.1% | +37.66% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +24.13% | 加碼 |
| 23 | SLB | Slb LTD | +0.1% | +0.26% | 加碼 |
| 24 | CCC | Ccc Intelligent Solutions Ho | +0.1% | +32.16% | 加碼 |
| 25 | RY | Royal Bank Of Canada | +0.1% | +2.91% | 加碼 |
| 26 | NEM | Newmont CORP | +0.1% | +4.40% | 加碼 |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.48% | 加碼 |
| 28 | ZTS | Zoetis Inc | +0.1% | +38.10% | 加碼 |
| 29 | BAH | Booz Allen Hamilton Holdings | 0% | +27.54% | 加碼 |
| 30 | CGAU | Centerra Gold Inc | -0.1% | -62.50% | 減碼 |
| 31 | FITB | Fifth Third Bancorp | -0.1% | -46.83% | 減碼 |
| 32 | PYPL | Paypal Holdings Inc | -0.2% | -4.40% | 減碼 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.2% | -18.75% | 減碼 |
| 34 | PRGO | Perrigo Company plc | -0.2% | +18.98% | 加碼 |
| 35 | VEEV | Veeva Systems Inc-class A | -0.3% | +17.95% | 加碼 |
| 36 | BKD | Brookdale Senior Living Inc | -0.3% | -59.19% | 減碼 |
| 37 | BABA | Alibaba Group Holding-sp Adr | -0.4% | -13.74% | 減碼 |
| 38 | MTCH | Match Group Inc | -0.4% | +1.81% | 加碼 |
| 39 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -87.01% | 減碼 |
| 40 | NVDA | Nvidia CORP | -0.5% | -5.39% | 減碼 |
| 41 | WK | Workiva Inc | -0.5% | -25.44% | 減碼 |
| 42 | KBE | Ss Spdr S&p Bank ETF | -0.5% | -99.31% | 減碼 |
| 43 | MSFT | Microsoft CORP | -0.6% | +0.45% | 加碼 |
| 44 | DDOG | Datadog Inc - Class A | -0.8% | -48.50% | 減碼 |
| 45 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | 新建倉 |
| 47 | EB4 | Eventbrite Inc-class A | — | EXIT | 清倉 |
| 48 | PACB | Pacific Biosciences Of Calif | — | EXIT | 清倉 |
| 49 | CLF | Cleveland-cliffs Inc | — | EXIT | 清倉 |
| 50 | EXK | Exact Sciences CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Edmond De Rothschild Holding S.a. 在 Q4 2025 季度的美股持倉總市值約為 US$75.9億，共申報了 563 個公開持股部位。
在 Q4 2025 季度，Edmond De Rothschild Holding S.a. 按市值排列的前三大核心持股分別為：GOOGL (4.9%)、MSFT (3.5%)、NVDA (3.4%)。其中最大持股部位 GOOGL 佔據整體投資組合約 4.9% 的權重。
在 Q4 2025 季度中，Edmond De Rothschild Holding S.a. 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 31 個部位、減碼 13 個部位以及清倉 4 個部位。 其中最大新建倉標的為 TTE。 本季清倉部位包含 EB4。
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。