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: 0001260824
申報總市值
US$57.0億
US$57.0億
1302 檔
9.8%
Q3 2025 季度申報顯示，Evergreen Capital Management LLC 揭露的美股組合總市值為 US$57.0億，涵蓋 1302 個不同之權益投資部位。
觀察 Q3 2025 的申報異動，Evergreen Capital Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 41 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，Evergreen Capital Management LLC 的前 5 大持股（包含 GS, MSFT, AAPL）貢獻了組合市值的 9.8%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 1302 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 | GS | Goldman Sachs Group Inc | 股票-金融 | 4.01% | +2.06% | +11400.27% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | -0.08% | +3.93% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.26% | -0.17% | +7.34% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.19% | -0.42% | +20.71% | |
| 5 | COF | Capital One Financial CORP | 股票-金融 | 1.87% | +1.60% | +5275.88% | |
| 6 | PCAR | Paccar Inc | 股票-工業 | 1.85% | -0.33% | +2.18% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | -0.09% | +9.66% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.48% | — | -2.14% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.46% | -0.42% | +111.81% | |
| 10 | OVV | Ovintiv Inc | 股票-能源 | 1.45% | +0.73% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | +0.04% | +4.07% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.39% | -0.03% | +9.21% | |
| 13 | MTBA | Simplify Mbs ETF | ETF-其他 | 1.28% | -0.23% | -0.57% | |
| 14 | JD | Jd.com Inc-adr | 股票-循環性消費 | 1.23% | +0.66% | — | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.11% | -0.21% | -2.43% | |
| 16 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.95% | +0.75% | +6942.93% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.89% | -0.15% | — | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.81% | -0.13% | -0.71% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.81% | -0.14% | +3.44% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | -0.03% | +1.97% | |
| 21 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.78% | -0.15% | +2.23% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.69% | -0.45% | +38.95% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.13% | -1.89% | |
| 24 | EPD | Enterprise Products Partners | 股票-能源 | 0.67% | -0.21% | -4.65% | |
| 25 | VUG | Vanguard Growth ETF | ETF-其他 | 0.66% | -0.06% | +0.09% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | -0.04% | +11.25% | |
| 27 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.64% | -0.10% | +2.17% | |
| 28 | FDX | Fedex CORP | 股票-工業 | 0.62% | -0.05% | +119.95% | |
| 29 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.61% | -0.25% | +3.39% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.61% | — | +5.35% | |
| 31 | APA | Apa CORP | 股票-能源 | 0.58% | +0.44% | +7627.33% | |
| 32 | PAVE | Global X US Infrastructure | ETF-其他 | 0.58% | -0.02% | +2.15% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.58% | -0.13% | -3.91% | |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.58% | -0.11% | -1.96% | |
| 35 | MLPA | Global X Mlp ETF | ETF-其他 | 0.56% | -0.10% | +1.14% | |
| 36 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 0.55% | -0.08% | -24.58% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.53% | -0.01% | +0.17% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.53% | -0.02% | +3.54% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.16% | +6.19% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | +0.02% | +1.40% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | +0.04% | +2.19% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | -0.10% | +0.13% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.07% | +13.07% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.12% | -2.85% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.51% | -0.05% | +6.00% | |
| 46 | SLB | Slb LTD | 股票-能源 | 0.50% | +0.39% | +512.56% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.48% | -0.02% | +0.58% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | +0.02% | +0.71% | |
| 49 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | -0.05% | +3.22% | |
| 50 | TEI | Templeton Emrg Mkts Inc | 股票-其他 | 0.45% | -0.03% | -11.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +4% | +11400.27% | 加碼 |
| 2 | COF | Capital One Financial CORP | +1.8% | +5275.88% | 加碼 |
| 3 | OVV | Ovintiv Inc | +1.4% | — | 加碼 |
| 4 | ECHO | Echostar Corp-a | +0.9% | +6942.93% | 加碼 |
| 5 | APA | Apa CORP | +0.6% | +7627.33% | 加碼 |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +111.81% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.4% | +9.66% | 加碼 |
| 8 | SLB | Slb LTD | +0.4% | +512.56% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.07% | 加碼 |
| 10 | FDX | Fedex CORP | +0.3% | +119.95% | 加碼 |
| 11 | ✓ | +0.3% | -1.38% | 加碼 | |
| 12 | HOOD | Robinhood Markets Inc - A | +0.3% | +0.36% | 加碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | +13.07% | 加碼 |
| 14 | GD | General Dynamics CORP | +0.2% | -1.55% | 加碼 |
| 15 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +38.95% | 加碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.2% | -2.14% | 加碼 |
| 17 | TSLA | Tesla Inc | +0.2% | +22.17% | 加碼 |
| 18 | IFLN | Invesco Bloomberg Enhanced F | +0.2% | +2.11% | 加碼 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.2% | +48.08% | 加碼 |
| 20 | DELL | Dell Technologies -c | +0.1% | +0.17% | 加碼 |
| 21 | VGT | Vanguard Info Tech ETF | +0.1% | +0.11% | 加碼 |
| 22 | PYLD | Pimco Multisector Bond Actv | +0.1% | +70.05% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.1% | -2.85% | 減碼 |
| 24 | C | Citigroup Inc | +0.1% | -7.88% | 加碼 |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.58% | 加碼 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.00% | 加碼 |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +20.71% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +11.25% | 加碼 |
| 29 | MRK | Merck & Co. Inc. | 0% | +0.13% | 加碼 |
| 30 | MSFT | Microsoft CORP | 0% | +3.93% | 加碼 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +3.54% | 加碼 |
| 32 | VTV | Vanguard Value ETF | -0.1% | +1.97% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -1.89% | 加碼 |
| 34 | PAVE | Global X US Infrastructure | -0.1% | +2.15% | 加碼 |
| 35 | AMZN | Amazon.com Inc | -0.2% | +9.21% | 加碼 |
| 36 | HPQ | Hp Inc | -0.2% | +8.26% | 減碼 |
| 37 | TGT | Target CORP | -0.3% | -86.94% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -0.3% | +9.62% | 減碼 |
| 39 | GBIL | Goldman Sachs Access Treasur | -0.3% | -36.83% | 減碼 |
| 40 | BDX | Becton Dickinson And Co | -0.3% | +9.68% | 減碼 |
| 41 | AAPL | Apple Inc | -0.4% | +7.34% | 加碼 |
| 42 | PCAR | Paccar Inc | -0.4% | +2.18% | 加碼 |
| 43 | UPS | United Parcel Service-cl B | -0.5% | -95.20% | 減碼 |
| 44 | JBBB | Janus Henderson B-bbb Clo Et | -0.6% | -98.15% | 減碼 |
| 45 | JD | Jd.com Inc-adr | — | NEW | 新建倉 |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新建倉 |
| 47 | LYB | LyondellBasell Industries N.V. | — | EXIT | 清倉 |
| 48 | LINE | Lineage Inc | — | NEW | 新建倉 |
| 49 | HRI | Herc Holdings Inc | — | NEW | 新建倉 |
| 50 | K4F | Onestream Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Evergreen Capital Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$57.0億，共申報了 1302 個公開持股部位。
在 Q3 2025 季度，Evergreen Capital Management LLC 按市值排列的前三大核心持股分別為：GS (4.0%)、MSFT (2.9%)、AAPL (2.3%)。其中最大持股部位 GS 佔據整體投資組合約 4.0% 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
JD
市值: US$5174.1萬
本季最大獲利了結 / 清倉標的
LYB
前期市值: US$1284.8萬
在 Q3 2025 季度中，Evergreen Capital Management LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 36 個部位、減碼 8 個部位以及清倉 1 個部位。 其中最大新建倉標的為 JD。 本季清倉部位包含 LYB。
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。