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: 0001640951
申報總市值
US$17.9億
US$17.9億
107 檔
23.4%
在 Q3 2025 申報期間，Empire Life Investments Inc.（CIK: 0001640951）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$17.9億，共持有 107 個公開申報部位。
觀察 Q3 2025 的資金脈絡，Empire Life Investments Inc. 在獲利結算 6 檔個股的同時，將資本重新部署至 5 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Empire Life Investments Inc. 的前 5 大核心持股（包含 MSFT, VOO, AMZN 等）合計佔整體申報市值的 23.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.26% | -0.48% | -0.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.31% | +0.16% | -2.14% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.76% | -0.15% | +4.28% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.78% | +0.33% | +0.55% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.43% | -0.03% | +59.52% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | — | +34.87% | |
| 7 | VST | Vistra CORP | 股票-公用事業 | 2.48% | -0.16% | -12.50% | |
| 8 | LRCX | Lam Research CORP | 股票-科技 | 2.38% | +1.15% | -9.71% | |
| 9 | PNC | Pnc Financial Services Group | 股票-金融 | 2.35% | +0.11% | -0.04% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.20% | -0.13% | -0.83% | |
| 11 | NOC | Northrop Grumman CORP | 股票-工業 | 2.07% | -0.14% | +0.09% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.02% | +0.12% | +7.99% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.90% | -0.20% | +1.20% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.73% | -0.17% | +0.51% | |
| 15 | AZO | Autozone Inc | 股票-循環性消費 | 1.68% | -0.34% | +3.32% | |
| 16 | CVX | Chevron CORP | 股票-能源 | 1.65% | — | +17.72% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.64% | +0.03% | +0.01% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 1.64% | +0.25% | +64.84% | |
| 19 | AME | Ametek Inc | 股票-工業 | 1.61% | -0.04% | +0.33% | |
| 20 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.61% | +0.19% | -2.52% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.58% | -0.11% | -0.12% | |
| 22 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.53% | -0.34% | -0.09% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | -0.27% | +20.28% | |
| 24 | MSI | Motorola Solutions Inc | 股票-科技 | 1.39% | -0.11% | +0.31% | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.39% | -0.26% | -20.18% | |
| 26 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.33% | -0.14% | +0.08% | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.32% | -0.49% | -0.13% | |
| 28 | TYL | Tyler Technologies Inc | 股票-科技 | 1.26% | -0.22% | +0.49% | |
| 29 | EVR | Evercore Inc - A | 股票-金融 | 1.25% | — | +0.19% | |
| 30 | TDW | Tidewater Inc | 股票-能源 | 1.18% | -0.62% | +0.22% | |
| 31 | HUBS | Hubspot Inc | 股票-科技 | 1.17% | -0.46% | EXIT | |
| 32 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 1.15% | +0.03% | +36.18% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | -0.23% | +20.92% | |
| 34 | EXK | Exact Sciences CORP | 股票-原物料 | 1.12% | — | +29.99% | |
| 35 | EOG | Eog Resources Inc | 股票-能源 | 1.09% | -0.30% | -15.69% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.97% | +0.03% | +2.97% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.96% | -0.15% | +48.54% | |
| 38 | AEE | Ameren Corporation | 股票-公用事業 | 0.94% | -0.10% | +0.09% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.94% | +0.14% | -1.52% | |
| 40 | MO | Altria Group Inc | 股票-非循環性消費 | 0.93% | -0.02% | -22.48% | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.92% | — | +0.26% | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.90% | +0.07% | +184.08% | |
| 43 | TRU | Transunion | 股票-金融 | 0.88% | — | — | |
| 44 | URTH | Ishares Msci World ETF | ETF-其他 | 0.82% | -0.05% | +0.72% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.82% | +0.33% | +24.27% | |
| 46 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.77% | -0.14% | +0.54% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.74% | +0.74% | +0.12% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.73% | +0.43% | +19.78% | |
| 49 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.72% | — | +0.20% | |
| 50 | BTU | Peabody Energy CORP | 股票-能源 | 0.70% | -0.34% | -28.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +34.87% | 加碼 |
| 2 | AAPL | Apple Inc | +1.2% | +59.52% | 加碼 |
| 3 | LRCX | Lam Research CORP | +1% | -9.71% | 加碼 |
| 4 | MSFT | Microsoft CORP | +1% | -0.26% | 減碼 |
| 5 | MU | Micron Technology Inc | +1% | +64.84% | 加碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +1% | -2.14% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.8% | +0.55% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.8% | +20.28% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.7% | +0.51% | 加碼 |
| 10 | DLTR | Dollar Tree Inc | +0.7% | +36.18% | 加碼 |
| 11 | VST | Vistra CORP | +0.5% | -12.50% | 減碼 |
| 12 | PGR | Progressive CORP | +0.4% | +184.08% | 加碼 |
| 13 | KO | Coca-cola Co/the | +0.4% | +108.55% | 加碼 |
| 14 | HUBS | Hubspot Inc | +0.3% | +43.77% | 加碼 |
| 15 | NOW | Servicenow Inc | +0.3% | +2.97% | 加碼 |
| 16 | EXK | Exact Sciences CORP | +0.3% | +29.99% | 加碼 |
| 17 | EVR | Evercore Inc - A | +0.3% | +0.19% | 減碼 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.3% | +76.73% | 加碼 |
| 19 | ARCT | Arcturus Therapeutics Holdin | +0.3% | +58.16% | 加碼 |
| 20 | IMTM | Ishares Msci Intl Momentum F | +0.3% | -23.24% | 加碼 |
| 21 | LEGN | Legend Biotech Corp-adr | +0.3% | +16.94% | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.2% | +4.28% | 加碼 |
| 23 | AZO | Autozone Inc | +0.2% | +3.32% | 加碼 |
| 24 | TDW | Tidewater Inc | +0.1% | +0.22% | 減碼 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +7.99% | 加碼 |
| 26 | URTH | Ishares Msci World ETF | +0.1% | +0.72% | 加碼 |
| 27 | PVAL | Putnam Focused Lrg Cap Value | -0.3% | -24.64% | 減碼 |
| 28 | ZTS | Zoetis Inc | -0.3% | +0.26% | 減碼 |
| 29 | CMCSA | Comcast Corp-class A | -0.3% | +0.20% | 減碼 |
| 30 | T | At&t Inc | -0.4% | +0.11% | 減碼 |
| 31 | MO | Altria Group Inc | -0.4% | -22.48% | 減碼 |
| 32 | WSC | Willscot Holdings CORP | -0.4% | +0.33% | 減碼 |
| 33 | TYL | Tyler Technologies Inc | -0.4% | +0.49% | 減碼 |
| 34 | V | Visa Inc-class A Shares | -0.5% | -0.83% | 減碼 |
| 35 | TJX | Tjx Companies Inc | -0.5% | -20.18% | 減碼 |
| 36 | PEP | Pepsico Inc | -0.7% | -48.74% | 減碼 |
| 37 | MRK | Merck & Co. Inc. | -0.7% | -56.85% | 減碼 |
| 38 | EOG | Eog Resources Inc | -0.8% | -15.69% | 減碼 |
| 39 | ELV | Elevance Health Inc | -1.1% | -2.52% | 減碼 |
| 40 | NEM | Newmont CORP | — | EXIT | 清倉 |
| 41 | FISV | Fiserv Inc | — | EXIT | 清倉 |
| 42 | FIS | Fidelity National Info Serv | — | EXIT | 清倉 |
| 43 | TRU | Transunion | — | NEW | 新建倉 |
| 44 | STZ | Constellation Brands Inc-a | — | EXIT | 清倉 |
| 45 | BSY | Bentley Systems Inc-class B | — | EXIT | 清倉 |
| 46 | MELI | Mercadolibre Inc | — | NEW | 新建倉 |
| 47 | RKLB | Rocket Lab CORP | — | NEW | 新建倉 |
| 48 | REGN | Regeneron Pharmaceuticals | — | EXIT | 清倉 |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | 新建倉 |
| 50 | SPRY | Ars Pharmaceuticals Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Empire Life Investments Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$17.9億，共申報了 107 個公開持股部位。
在 Q3 2025 季度，Empire Life Investments Inc. 按市值排列的前三大核心持股分別為：MSFT (7.3%)、VOO (5.3%)、AMZN (4.8%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.3% 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
TRU
市值: US$1506.9萬
本季最大獲利了結 / 清倉標的
NEM
前期市值: US$3958.5萬
在 Q3 2025 季度中，Empire Life Investments Inc. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 21 個部位、減碼 18 個部位以及清倉 6 個部位。 其中最大新建倉標的為 TRU。 本季清倉部位包含 NEM。
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。