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: 0001971875
申報總市值
US$2.5億
US$2.5億
206 檔
28.0%
根據最新整理的 13F 季度數據集，Empire Financial Management Company, LLC 於 Q3 2025 結束時的管理資產規模為 US$2.5億。該機構在本季度申報了 206 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，Empire Financial Management Company, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 111 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 AAPL, DSTL, MSFT）占據了總市值的 28.0%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
AMD
市值: US$268.5萬
本季最大獲利了結 / 清倉標的
TXN
前期市值: US$247.9萬
僅顯示前 200 大持股（共 206 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 | AAPL | Apple Inc | 股票-科技 | 3.60% | -1.55% | +45.27% | |
| 2 | DSTL | Distillate US Fundamental St | ETF-其他 | 3.31% | +2.78% | +1.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.85% | -0.29% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.15% | -2.14% | +65.16% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | +0.87% | +0.33% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.83% | +0.82% | +124.96% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 1.75% | -0.24% | +28.78% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 1.74% | -1.41% | EXIT | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 1.68% | -0.07% | +1.13% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.64% | -2.48% | — | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.51% | +1.06% | +2.47% | |
| 12 | BA | Boeing Co/the | 股票-工業 | 1.38% | -2.06% | EXIT | |
| 13 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.31% | +1.16% | +2.42% | |
| 14 | CEG | Constellation Energy | 股票-公用事業 | 1.29% | -1.08% | EXIT | |
| 15 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.27% | +0.67% | +2.31% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 1.27% | -2.42% | EXIT | |
| 17 | GCOW | Pacer Global Cash Cows Divid | ETF-其他 | 1.23% | +0.76% | +0.77% | |
| 18 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.23% | -0.57% | EXIT | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | +0.99% | +3.87% | |
| 20 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-其他 | 1.17% | +1.16% | +1.70% | |
| 21 | FDIV | Marketdsk Focused US Dvd ETF | ETF-其他 | 1.15% | +1.19% | +4.29% | |
| 22 | AXP | American Express Co | 股票-金融 | 1.14% | -0.79% | +0.06% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.09% | +1.20% | +4.26% | |
| 24 | CG | Carlyle Group Inc/the | 股票-金融 | 1.09% | — | +68.89% | |
| 25 | ZG | Zillow Group Inc - A | 股票-通訊服務 | 1.08% | -0.19% | EXIT | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | +1.03% | -33.33% | |
| 27 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.05% | -0.82% | EXIT | |
| 28 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.04% | +0.79% | +2.07% | |
| 29 | DSTX | Distillate International Fun | ETF-其他 | 0.94% | +0.77% | -0.37% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | +0.76% | +16.34% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.91% | -0.56% | +93.68% | |
| 32 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.90% | +0.71% | +0.42% | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 0.88% | -0.60% | EXIT | |
| 34 | VNDA | Vanda Pharmaceuticals Inc | 股票-其他 | 0.87% | -1.44% | EXIT | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.86% | +0.78% | +1.51% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.86% | -0.37% | EXIT | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.85% | — | +1.33% | |
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 0.84% | +0.49% | +1.50% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.82% | +0.37% | — | |
| 40 | CDXS | Codexis Inc | 股票-其他 | 0.82% | — | +396.11% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.81% | +0.14% | +127.15% | |
| 42 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.79% | -0.76% | EXIT | |
| 43 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 0.77% | +0.78% | +1.68% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.74% | +0.35% | +0.56% | |
| 45 | MPLX | Mplx LP | 股票-能源 | 0.72% | -0.78% | EXIT | |
| 46 | KRMD | Koru Medical Systems Inc | 股票-其他 | 0.72% | -0.69% | EXIT | |
| 47 | MDT | Medtronic plc | 股票-醫療保健 | 0.71% | -0.04% | +1.89% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.69% | -0.61% | +3.18% | |
| 49 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.68% | +0.35% | -7.60% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | +0.67% | +2.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.8% | +124.96% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +1.1% | +65.16% | 加碼 |
| 3 | BAC | Bank Of America CORP | +1% | +152.37% | 加碼 |
| 4 | VNDA | Vanda Pharmaceuticals Inc | +0.7% | +288.76% | 加碼 |
| 5 | KRMD | Koru Medical Systems Inc | +0.7% | — | 加碼 |
| 6 | AAPL | Apple Inc | +0.6% | +45.27% | 加碼 |
| 7 | CDXS | Codexis Inc | +0.6% | +396.11% | 加碼 |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.6% | +158.44% | 加碼 |
| 9 | CG | Carlyle Group Inc/the | +0.5% | +68.89% | 加碼 |
| 10 | QTRX | Quanterix CORP | +0.5% | +264.92% | 加碼 |
| 11 | RIGL | Rigel Pharmaceuticals Inc | +0.5% | +280.90% | 加碼 |
| 12 | BA | Boeing Co/the | +0.4% | +56.02% | 加碼 |
| 13 | ZG | Zillow Group Inc - A | +0.4% | +99.06% | 加碼 |
| 14 | LYFT | Lyft Inc-a | +0.4% | +543.33% | 加碼 |
| 15 | SLV | Ishares Silver Trust | +0.4% | +4.42% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.3% | +16.34% | 加碼 |
| 17 | RTX | Rtx CORP | +0.3% | +28.78% | 加碼 |
| 18 | PFE | Pfizer Inc | +0.3% | +104.42% | 加碼 |
| 19 | CB | Chubb Limited | +0.3% | +127.15% | 加碼 |
| 20 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +235.50% | 加碼 |
| 21 | HON | Honeywell International Inc | +0.3% | +46.95% | 加碼 |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +93.68% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.3% | +0.56% | 加碼 |
| 24 | CEG | Constellation Energy | +0.2% | — | 減碼 |
| 25 | ET | Energy Transfer LP | +0.2% | +126.74% | 加碼 |
| 26 | SBRA | Sabra Health Care Reit Inc | +0.2% | +258.89% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +1.51% | 加碼 |
| 28 | MPLX | Mplx LP | +0.1% | +74.80% | 加碼 |
| 29 | KMI | Kinder Morgan, Inc. | +0.1% | +70.92% | 加碼 |
| 30 | THW | Abrdn World Healthcare Fund | +0.1% | +190.48% | 加碼 |
| 31 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +4.26% | 加碼 |
| 32 | MSFT | Microsoft CORP | +0.1% | -0.29% | 減碼 |
| 33 | NU | Nu Holdings Ltd. | +0.1% | +4.43% | 加碼 |
| 34 | GOAU | US Glb Gld & Metal Mnrs ETF | +0.1% | -2.48% | 減碼 |
| 35 | GEV | GE Vernova Inc | +0.1% | -6.50% | 減碼 |
| 36 | UBER | Uber Technologies Inc | 0% | +2.94% | 加碼 |
| 37 | GE | General Electric | 0% | -1.77% | 減碼 |
| 38 | WRB | Wr Berkley CORP | 0% | +28.91% | 加碼 |
| 39 | GLW | Corning Inc | 0% | — | 不變 |
| 40 | NDIA | Global X India Active ETF | 0% | +6.01% | 加碼 |
| 41 | VUG | Vanguard Growth ETF | 0% | +1.27% | 加碼 |
| 42 | BX | Blackstone Inc | 0% | +17.49% | 加碼 |
| 43 | XLK | Ss Technology Select Sector | 0% | — | 加碼 |
| 44 | MS | Morgan Stanley | 0% | -1.19% | 加碼 |
| 45 | CMI | Cummins Inc | 0% | -1.02% | 加碼 |
| 46 | GOOG | Alphabet Inc-cl C | 0% | -0.33% | 減碼 |
| 47 | CVS | Cvs Health CORP | 0% | — | 加碼 |
| 48 | ETN | Eaton Corporation plc | — | — | 不變 |
| 49 | EBAY | Ebay Inc | — | — | 不變 |
| 50 | IVV | Ishares Core S&p 500 ETF | — | +6.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Empire Financial Management Company, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.5億，共申報了 206 個公開持股部位。
在 Q3 2025 季度，Empire Financial Management Company, LLC 按市值排列的前三大核心持股分別為：AAPL (3.6%)、DSTL (3.3%)、MSFT (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.6% 的權重。
在 Q3 2025 季度中，Empire Financial Management Company, LLC 共進行了 166 項持倉異動，包含新建倉 25 個部位、加碼 86 個部位、減碼 39 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 TXN。
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。