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
415 檔
28.6%
Evelyn Partners Investment Management LLP 在 Q2 2025 季度的美股部位總計估值為 US$36.8億，分散於 415 個持倉標的之中，反映其市場參與廣度與投資規模。
Evelyn Partners Investment Management LLP 於 Q2 2025 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 30 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, AMZN, GOOGL）累計市值佔比達 28.6%，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 415 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 | 10.12% | -1.91% | +9.72% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.94% | -0.75% | +2.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.16% | -0.99% | -1.31% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -0.22% | +0.14% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.84% | -0.62% | -4.78% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.65% | -0.22% | -1.50% | |
| 7 | CRH | CRH plc | 股票-原物料 | 3.12% | -0.69% | -5.49% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.08% | +0.24% | +6.16% | |
| 9 | SYK | Stryker CORP | 股票-醫療保健 | 3.04% | -0.23% | +2.09% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.62% | -0.11% | -11.54% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.46% | -0.12% | +10.59% | |
| 12 | CB | Chubb Limited | 股票-金融 | 2.19% | +0.07% | +5.12% | |
| 13 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 2.06% | -0.69% | +3.71% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.03% | -0.09% | +8.45% | |
| 15 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.94% | -0.31% | +1.58% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.73% | -0.82% | -4.90% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.68% | +0.18% | +3.52% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.33% | -0.21% | -26.88% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.21% | -0.25% | +4.98% | |
| 20 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.25% | +103.27% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.18% | +0.15% | +2.12% | |
| 22 | NDAQ | Nasdaq Inc | 股票-金融 | 1.14% | -0.16% | +9.82% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.08% | -0.03% | -17.01% | |
| 24 | SW | Smurfit Westrock Plc | 股票-循環性消費 | 1.03% | -0.09% | -6.02% | |
| 25 | AZO | Autozone Inc | 股票-循環性消費 | 1.03% | +0.06% | +20.00% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | -0.10% | -29.90% | |
| 27 | IEX | Idex CORP | 股票-工業 | 0.95% | +0.15% | -6.03% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | -0.06% | -10.52% | |
| 29 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.91% | -0.26% | +155.87% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | -0.15% | +0.23% | |
| 31 | DHR | Danaher CORP | 股票-醫療保健 | 0.78% | -0.26% | -1.16% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | +0.27% | +4.50% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.75% | +0.02% | -3.29% | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | -0.01% | +0.93% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | +0.11% | -2.35% | |
| 36 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.70% | — | +5.37% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.70% | -0.25% | +1.28% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.07% | -0.82% | |
| 39 | ROP | Roper Technologies Inc | 股票-科技 | 0.68% | -0.58% | +77.65% | |
| 40 | BUR | Burford Capital Limited | 股票-其他 | 0.67% | -0.32% | +1.31% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.65% | -0.06% | +9.70% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.64% | -0.08% | +0.22% | |
| 43 | NFLX | Netflix Inc | 股票-通訊服務 | 0.62% | +0.05% | +10.33% | |
| 44 | AMT | American Tower CORP | 股票-房地產 | 0.58% | -0.11% | -3.73% | |
| 45 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.57% | +0.08% | -4.14% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.55% | -0.03% | +15.22% | |
| 47 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.50% | +0.14% | -9.12% | |
| 48 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.49% | -0.26% | +6.82% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.48% | +0.12% | -3.77% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.47% | -0.07% | -12.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.5% | +9.72% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1% | +0.14% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +6.16% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +2.64% | 加碼 |
| 5 | SPGI | S&p Global Inc | +0.6% | +103.27% | 加碼 |
| 6 | RACE | Ferrari N.V. | +0.6% | +155.87% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +8.45% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +10.59% | 加碼 |
| 9 | BKNG | Booking Holdings Inc | +0.3% | +3.71% | 加碼 |
| 10 | APH | Amphenol Corp-cl A | +0.3% | +4265.85% | 加碼 |
| 11 | ROP | Roper Technologies Inc | +0.3% | +77.65% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.2% | +10.33% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.31% | 減碼 |
| 14 | NDAQ | Nasdaq Inc | +0.2% | +9.82% | 加碼 |
| 15 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +327.91% | 加碼 |
| 16 | INTU | Intuit Inc | +0.2% | +15.22% | 加碼 |
| 17 | AZO | Autozone Inc | +0.1% | +20.00% | 加碼 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +9.70% | 加碼 |
| 19 | COIN | Coinbase Global Inc -class A | +0.1% | +1467.46% | 加碼 |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | -6.71% | 減碼 |
| 21 | ETN | Eaton Corporation plc | +0.1% | +5.60% | 加碼 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +0.23% | 加碼 |
| 23 | FLUT | Flutter Entertainment plc | 0% | +5.59% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | 0% | +7.63% | 加碼 |
| 25 | PANW | Palo Alto Networks Inc | 0% | +3.26% | 加碼 |
| 26 | CEF | Sprott Physical Gold And Sil | 0% | +5.37% | 加碼 |
| 27 | BX | Blackstone Inc | — | +1.28% | 加碼 |
| 28 | SYK | Stryker CORP | 0% | +2.09% | 加碼 |
| 29 | MA | Mastercard Inc - A | 0% | +4.98% | 加碼 |
| 30 | WMT | Walmart Inc | 0% | -3.29% | 減碼 |
| 31 | SLB | Slb LTD | -0.1% | -15.26% | 減碼 |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -13.61% | 減碼 |
| 33 | ADBE | Adobe Inc | -0.1% | -38.00% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | -0.1% | +0.22% | 加碼 |
| 35 | CDNS | Cadence Design Sys Inc | -0.1% | -38.30% | 減碼 |
| 36 | BUR | Burford Capital Limited | -0.1% | +1.31% | 加碼 |
| 37 | CVX | Chevron CORP | -0.2% | -3.77% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -2.35% | 減碼 |
| 39 | IEX | Idex CORP | -0.2% | -6.03% | 減碼 |
| 40 | GS | Goldman Sachs Group Inc | -0.2% | -29.90% | 減碼 |
| 41 | SW | Smurfit Westrock Plc | -0.2% | -6.02% | 減碼 |
| 42 | ZTS | Zoetis Inc | -0.3% | +1.58% | 加碼 |
| 43 | PEP | Pepsico Inc | -0.3% | -38.01% | 減碼 |
| 44 | CRH | CRH plc | -0.3% | -5.49% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.4% | -17.01% | 減碼 |
| 46 | V | Visa Inc-class A Shares | -0.5% | -4.78% | 減碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -1.50% | 減碼 |
| 48 | AAPL | Apple Inc | -0.9% | -11.54% | 減碼 |
| 49 | TMO | Thermo Fisher Scientific Inc | -1.1% | -26.88% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -1.6% | -4.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Evelyn Partners Investment Management LLP 在 Q2 2025 季度的美股持倉總市值約為 US$36.8億，共申報了 415 個公開持股部位。
在 Q2 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 (10.1%)、AMZN (7.9%)、GOOGL (6.2%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.1% 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。
本季最大獲利了結 / 清倉標的
GOOGL
前期市值: US$1.8億
在 Q2 2025 季度中，Evelyn Partners Investment Management LLP 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 30 個部位、減碼 20 個部位以及清倉 0 個部位。
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。