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: 0002065206
申報總市值
US$36.8億
US$36.8億
420 檔
24.2%
在 Q1 2025 的 13F 官方備案中，Evelyn Partners Investment Management LLP 管理的美股投資組合規模來到 US$36.8億，整體持股檔數為 420 檔。
在 Q1 2025，Evelyn Partners Investment Management LLP 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 27 檔、減碼 22 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 MSFT, AMZN, GOOGL）累計市值佔比達 24.2%，是驅動 Evelyn Partners Investment Management LLP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 420 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 | MSFT | Microsoft CORP | 股票-科技 | 7.58% | -1.91% | +1.25% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.31% | -0.75% | +2.08% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.97% | -0.99% | -0.56% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.42% | -0.22% | +1.19% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.34% | -0.62% | -2.09% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.49% | -0.11% | -2.41% | |
| 7 | CRH | CRH plc | 股票-原物料 | 3.45% | -0.69% | -1.91% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.32% | -0.82% | +5.38% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 3.06% | -0.22% | +5.99% | |
| 10 | SYK | Stryker CORP | 股票-醫療保健 | 3.05% | -0.23% | -0.06% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.42% | -0.21% | +4.57% | |
| 12 | CB | Chubb Limited | 股票-金融 | 2.37% | +0.07% | +5.21% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.31% | +0.24% | +6.11% | |
| 14 | ZTS | Zoetis Inc | 股票-醫療保健 | 2.20% | -0.31% | +6.14% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.12% | +9.52% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.79% | +0.18% | +3.52% | |
| 17 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.72% | -0.69% | +2.33% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.59% | -0.09% | +7.40% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.52% | -0.03% | -3.62% | |
| 20 | LIN | Linde plc | 股票-原物料 | 1.24% | +0.15% | +3.11% | |
| 21 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 1.24% | -0.09% | -2.55% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.22% | -0.25% | -2.64% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.22% | -0.10% | -5.92% | |
| 24 | IEX | Idex CORP | 股票-工業 | 1.14% | +0.15% | -4.04% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | -0.06% | +0.31% | |
| 26 | NDAQ | Nasdaq Inc | 股票-金融 | 0.96% | -0.16% | +16.88% | |
| 27 | AZO | Autozone Inc | 股票-循環性消費 | 0.96% | +0.06% | +6.90% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 0.89% | -0.26% | +0.15% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | +0.11% | -1.93% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.82% | +0.27% | +0.37% | |
| 31 | BUR | Burford Capital Limited | 股票-其他 | 0.81% | -0.32% | -9.47% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | -0.15% | +0.88% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.79% | -0.01% | +0.41% | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.07% | -2.31% | |
| 35 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | +0.02% | -4.35% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.08% | -3.08% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.70% | -0.25% | +4.20% | |
| 38 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.68% | — | +2.10% | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 0.65% | -0.11% | -3.28% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.12% | -11.94% | |
| 41 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.25% | +3.51% | |
| 42 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.59% | +0.08% | -9.01% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.58% | -0.02% | -10.02% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.58% | -0.06% | +15.58% | |
| 45 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.55% | -0.26% | +10.86% | |
| 46 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.52% | +0.14% | -5.75% | |
| 47 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.46% | -0.07% | -9.06% | |
| 48 | MKL | Markel Group Inc | 股票-金融 | 0.46% | -0.05% | +1.65% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.43% | -0.58% | +10.90% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.43% | -0.06% | +4.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +1.19% | 加碼 |
| 2 | V | Visa Inc-class A Shares | +0.5% | -2.09% | 減碼 |
| 3 | CB | Chubb Limited | +0.4% | +5.21% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.4% | +5.38% | 加碼 |
| 5 | KO | Coca-cola Co/the | +0.3% | +3.52% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +9.52% | 加碼 |
| 7 | AZO | Autozone Inc | +0.2% | +6.90% | 加碼 |
| 8 | ZTS | Zoetis Inc | +0.2% | +6.14% | 加碼 |
| 9 | LIN | Linde plc | +0.2% | +3.11% | 加碼 |
| 10 | SYK | Stryker CORP | +0.2% | -0.06% | 減碼 |
| 11 | NDAQ | Nasdaq Inc | +0.2% | +16.88% | 加碼 |
| 12 | CEF | Sprott Physical Gold And Sil | +0.1% | +2.10% | 加碼 |
| 13 | AEM | Agnico Eagle Mines LTD | +0.1% | -9.01% | 減碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -1.93% | 減碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +7.40% | 加碼 |
| 16 | BNY | Bank Of New York Mellon CORP | +0.1% | +3661.20% | 加碼 |
| 17 | AMT | American Tower CORP | +0.1% | -3.28% | 減碼 |
| 18 | MCD | Mcdonald's CORP | +0.1% | -3.62% | 減碼 |
| 19 | ROP | Roper Technologies Inc | +0.1% | +10.90% | 加碼 |
| 20 | GEHC | GE Healthcare Technology | +0.1% | +10.86% | 加碼 |
| 21 | NEM | Newmont CORP | +0.1% | -4.14% | 減碼 |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +502.51% | 加碼 |
| 23 | WPM | Wheaton Precious Metals CORP | +0.1% | +46.93% | 加碼 |
| 24 | KEX | Kirby CORP | +0.1% | +9922.86% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +19.65% | 加碼 |
| 26 | WMT | Walmart Inc | 0% | -4.35% | 減碼 |
| 27 | CDNS | Cadence Design Sys Inc | 0% | +4.45% | 加碼 |
| 28 | BKNG | Booking Holdings Inc | -0.1% | +2.33% | 加碼 |
| 29 | BUR | Burford Capital Limited | -0.1% | -9.47% | 減碼 |
| 30 | HRI | Herc Holdings Inc | -0.1% | -1.30% | 減碼 |
| 31 | PEP | Pepsico Inc | -0.1% | -10.02% | 減碼 |
| 32 | APTV | Aptiv PLC | -0.1% | -46.77% | 減碼 |
| 33 | DHR | Danaher CORP | -0.1% | +0.15% | 加碼 |
| 34 | GS | Goldman Sachs Group Inc | -0.1% | -5.92% | 減碼 |
| 35 | ACN | Accenture plc | -0.1% | -2.31% | 減碼 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -9.06% | 減碼 |
| 37 | BX | Blackstone Inc | -0.1% | +4.20% | 加碼 |
| 38 | ADBE | Adobe Inc | -0.1% | -25.36% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -0.1% | +0.88% | 加碼 |
| 40 | CRH | CRH plc | -0.2% | -1.91% | 減碼 |
| 41 | BDX | Becton Dickinson And Co | -0.2% | -60.44% | 減碼 |
| 42 | IEX | Idex CORP | -0.2% | -4.04% | 減碼 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +6.11% | 加碼 |
| 44 | SW | Smurfit Westrock Plc | -0.3% | -2.55% | 減碼 |
| 45 | NVDA | Nvidia CORP | -0.4% | +5.99% | 加碼 |
| 46 | AAPL | Apple Inc | -0.4% | -2.41% | 減碼 |
| 47 | MSFT | Microsoft CORP | -0.6% | +1.25% | 加碼 |
| 48 | AMZN | Amazon.com Inc | -0.7% | +2.08% | 加碼 |
| 49 | GOOGL | Alphabet Inc-cl A | -1.2% | -0.56% | 減碼 |
| 50 | IP | International Paper Co | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Evelyn Partners Investment Management LLP 在 Q1 2025 季度的美股持倉總市值約為 US$36.8億，共申報了 420 個公開持股部位。
在 Q1 2025 季度，Evelyn Partners Investment Management LLP 按市值排列的前三大核心持股分別為：MSFT (7.6%)、AMZN (7.3%)、GOOGL (6.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.6% 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
IP
市值: US$424.4萬
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$2.2億
在 Q1 2025 季度中，Evelyn Partners Investment Management LLP 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 27 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IP。
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。