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: 0001661535
申報總市值
US$2.3億
US$2.3億
57 檔
13.0%
截至 Q1 2025 季度末，Elefante Mark B 的美股持倉估值約為 US$2.3億，全數申報部位共有 57 檔。
觀察 Q1 2025 的申報異動，Elefante Mark B 採取了強勁的買進策略，建倉與加碼動作（合計 54 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。
整體而言，Elefante Mark B 的前 5 大持股（包含 AAPL, MA, FISV）貢獻了組合市值的 13.0%，形成該機構在 Q1 2025 季度的基本面基石。
| # | 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 | 5.38% | -0.06% | +15.25% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 5.28% | -0.43% | +25.36% | |
| 3 | FISV | Fiserv Inc | 股票-其他 | 4.82% | -0.53% | +11.55% | |
| 4 | ADP | Automatic Data Processing | 股票-科技 | 4.29% | -0.12% | +16.92% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.19% | +0.51% | +8.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.18% | +0.11% | +17.55% | |
| 7 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.13% | -0.77% | +19.98% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.95% | -0.40% | +21.63% | |
| 9 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.57% | -0.41% | +20.55% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.53% | -0.15% | +17.89% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 3.43% | -0.31% | +15.78% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.26% | -0.83% | +15.34% | |
| 13 | ATR | Aptargroup Inc | 股票-醫療保健 | 3.19% | -0.50% | +22.65% | |
| 14 | DHR | Danaher CORP | 股票-醫療保健 | 3.03% | -0.47% | +24.88% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.99% | -0.45% | +25.62% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 2.86% | -0.18% | +10.58% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.79% | -0.37% | +13.32% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.57% | -0.62% | +23.08% | |
| 19 | ROK | Rockwell Automation Inc | 股票-工業 | 2.45% | +0.55% | +15.96% | |
| 20 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.45% | -0.54% | EXIT | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 2.32% | +4.36% | +23.23% | |
| 22 | XYL | Xylem Inc | 股票-工業 | 2.28% | -0.35% | +14.15% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.22% | +0.03% | +4.10% | |
| 24 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.22% | +0.08% | +17.68% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.17% | -0.01% | +24.36% | |
| 26 | CARR | Carrier Global CORP | 股票-工業 | 2.11% | -1.01% | +32.59% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.86% | -0.24% | EXIT | |
| 28 | BALL | Ball CORP | 股票-循環性消費 | 1.16% | — | +4.17% | |
| 29 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.13% | +0.07% | -24.75% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.83% | -0.07% | +1.83% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.73% | — | +99.36% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.26% | +101.52% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.60% | -0.05% | — | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | +0.21% | — | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.12% | +3.81% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.51% | — | +157.36% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.09% | -5.73% | |
| 38 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.48% | — | -56.38% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.38% | +0.50% | — | |
| 40 | HON | Honeywell International Inc | 股票-工業 | 0.37% | -0.56% | EXIT | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.36% | +0.01% | — | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.36% | -0.13% | — | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.05% | +47.16% | |
| 44 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.29% | -0.02% | — | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.28% | -0.02% | -11.76% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.27% | — | +4.04% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.27% | -0.03% | -2.67% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.25% | -0.04% | — | |
| 49 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 0.24% | -0.04% | +0.95% | |
| 50 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 0.23% | -0.01% | +4.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.3% | +8.43% | 加碼 |
| 2 | TJX | Tjx Companies Inc | +2.5% | +15.34% | 加碼 |
| 3 | FISV | Fiserv Inc | +1.8% | +11.55% | 加碼 |
| 4 | ADP | Automatic Data Processing | +1.5% | +16.92% | 加碼 |
| 5 | CVX | Chevron CORP | +1.3% | +23.08% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +1% | +8.22% | 加碼 |
| 7 | MA | Mastercard Inc - A | +0.9% | +25.36% | 加碼 |
| 8 | RTX | Rtx CORP | +0.9% | +25.62% | 加碼 |
| 9 | XYL | Xylem Inc | +0.8% | +14.15% | 加碼 |
| 10 | ATR | Aptargroup Inc | +0.7% | +22.65% | 加碼 |
| 11 | PG | Procter & Gamble Co/the | +0.6% | +20.55% | 加碼 |
| 12 | ABT | Abbott Laboratories | +0.6% | +19.98% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.4% | +21.63% | 加碼 |
| 14 | HD | Home Depot Inc | +0.3% | +10.58% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | +17.55% | 加碼 |
| 16 | ADI | Analog Devices Inc | +0.2% | +15.78% | 加碼 |
| 17 | AAPL | Apple Inc | 0% | +15.25% | 加碼 |
| 18 | JNJ | Johnson & Johnson | -0.2% | +13.32% | 加碼 |
| 19 | ROK | Rockwell Automation Inc | -0.4% | +15.96% | 加碼 |
| 20 | AMZN | Amazon.com Inc | -0.5% | +17.89% | 加碼 |
| 21 | SYK | Stryker CORP | -0.5% | -2.67% | 減碼 |
| 22 | NEE | Nextera Energy Inc | -0.5% | +1.83% | 加碼 |
| 23 | HON | Honeywell International Inc | -0.6% | +0.23% | 加碼 |
| 24 | CNI | Canadian Natl Railway Co | -0.7% | +4.10% | 加碼 |
| 25 | COST | Costco Wholesale CORP | -0.8% | -5.73% | 減碼 |
| 26 | PEP | Pepsico Inc | -0.9% | +3.81% | 加碼 |
| 27 | DHR | Danaher CORP | -1.1% | +24.88% | 加碼 |
| 28 | NSRGY | Nestle Sa-spons Adr | -1.8% | -24.75% | 加碼 |
| 29 | BDX | Becton Dickinson And Co | -1.8% | -56.38% | 減碼 |
| 30 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 31 | SBGSY | Schneider Elect Se-unsp Adr | — | NEW | 新建倉 |
| 32 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | 新建倉 |
| 33 | CARR | Carrier Global CORP | — | NEW | 新建倉 |
| 34 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | 新建倉 |
| 35 | BALL | Ball CORP | — | NEW | 新建倉 |
| 36 | PYPL | Paypal Holdings Inc | — | EXIT | 清倉 |
| 37 | CRM | Salesforce Inc | — | NEW | 新建倉 |
| 38 | NVS | Novartis Ag-sponsored Adr | — | EXIT | 清倉 |
| 39 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 40 | UL | Unilever PLC | — | EXIT | 清倉 |
| 41 | ABBV | Abbvie Inc | — | NEW | 新建倉 |
| 42 | XLNXEUR | Xilinx Inc | — | EXIT | 清倉 |
| 43 | DIS | Walt Disney Co/the | — | EXIT | 清倉 |
| 44 | ILMN | Illumina Inc | — | EXIT | 清倉 |
| 45 | V | Visa Inc-class A Shares | — | NEW | 新建倉 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新建倉 |
| 47 | LLY | Eli Lilly & Co | — | NEW | 新建倉 |
| 48 | CB | Chubb Limited | — | EXIT | 清倉 |
| 49 | APH | Amphenol Corp-cl A | — | NEW | 新建倉 |
| 50 | UBER | Uber Technologies Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Elefante Mark B 在 Q1 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 57 個公開持股部位。
在 Q1 2025 季度，Elefante Mark B 按市值排列的前三大核心持股分別為：AAPL (5.4%)、MA (5.3%)、FISV (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.4% 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
AMD
市值: US$293.0萬
本季最大獲利了結 / 清倉標的
PYPL
前期市值: US$94.0萬
在 Q1 2025 季度中，Elefante Mark B 共進行了 73 項持倉異動，包含新建倉 28 個部位、加碼 26 個部位、減碼 3 個部位以及清倉 16 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 PYPL。
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。