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: 0002011697
申報總市值
US$2.9億
US$2.9億
92 檔
23.8%
根據最新整理的 13F 季度數據集，FCG Investment Co 於 Q2 2025 結束時的管理資產規模為 US$2.9億。該機構在本季度申報了 92 檔美股持倉，呈現出該時期的主要投資地圖。
FCG Investment Co 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 17 個全新部位及加碼 9 檔持股的同時，亦同步清倉 15 檔並減碼 9 檔標的。
整體而言，FCG Investment Co 的前 5 大持股（包含 SPY, MSFT, NVDA）貢獻了組合市值的 23.8%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.99% | -4.25% | +4926.25% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.89% | -0.89% | -3.14% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.15% | +0.17% | +5.37% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.90% | +0.18% | -6.23% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.95% | +0.73% | +0.81% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.57% | -0.57% | -3.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.42% | +1.09% | +3.27% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.01% | +0.21% | -7.75% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.93% | -0.06% | +1.32% | |
| 10 | CADE | Cadence Bank | 股票-其他 | 2.54% | — | — | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.00% | -0.15% | +1.92% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 1.85% | -0.89% | EXIT | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.78% | -0.63% | -8.54% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.69% | -0.88% | -8.90% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.48% | -0.37% | EXIT | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | -0.05% | +75.45% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.38% | -0.99% | -20.48% | |
| 18 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.27% | -0.68% | +6.64% | |
| 19 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.17% | -0.12% | EXIT | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.15% | -0.77% | -6.64% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.08% | -0.16% | +5.85% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.23% | EXIT | |
| 23 | GD | General Dynamics CORP | 股票-工業 | 1.05% | -0.49% | +19.37% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.04% | +0.05% | +1.91% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | -0.10% | -21.87% | |
| 26 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.90% | -0.25% | +400.72% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.83% | -0.79% | EXIT | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.81% | +0.07% | -18.52% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.80% | -0.33% | EXIT | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 0.77% | +0.53% | NEW | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.71% | +0.30% | +54.44% | |
| 32 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.69% | — | -23.23% | |
| 33 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.68% | — | — | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.68% | -0.63% | EXIT | |
| 35 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.65% | — | -19.03% | |
| 36 | MO | Altria Group Inc | 股票-非循環性消費 | 0.65% | -0.07% | — | |
| 37 | NOC | Northrop Grumman CORP | 股票-工業 | 0.62% | -0.69% | EXIT | |
| 38 | CMI | Cummins Inc | 股票-工業 | 0.61% | -0.13% | — | |
| 39 | DTE | Dte Energy Company | 股票-公用事業 | 0.60% | — | — | |
| 40 | CRM | Salesforce Inc | 股票-科技 | 0.56% | — | -48.25% | |
| 41 | LPG | Dorian LPG Ltd. | 股票-其他 | 0.56% | -0.01% | — | |
| 42 | SYF | Synchrony Financial | 股票-金融 | 0.55% | -0.49% | EXIT | |
| 43 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.77% | EXIT | |
| 44 | AFG | American Financial Group Inc | 股票-金融 | 0.54% | +0.03% | -9.57% | |
| 45 | KOF | Coca-cola Femsa Sab-sp Adr | 股票-其他 | 0.53% | +0.15% | NEW | |
| 46 | BLK | Blackrock Inc | 股票-金融 | 0.52% | — | -30.71% | |
| 47 | ASR | Grupo Aeroportuario Sur-adr | 股票-其他 | 0.50% | +0.14% | NEW | |
| 48 | ACMR | Acm Research Inc-class A | 股票-其他 | 0.48% | +0.14% | +1.63% | |
| 49 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型股與成長 | 0.48% | -0.07% | — | |
| 50 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.48% | — | -34.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +10.8% | +4926.25% | 加碼 |
| 2 | CADE | Cadence Bank | +2.5% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +1.5% | +5.37% | 加碼 |
| 4 | DRI | Darden Restaurants Inc | +0.7% | NEW | 新建倉 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.7% | NEW | 新建倉 |
| 6 | VZ | Verizon Communications Inc | +0.7% | +400.72% | 加碼 |
| 7 | MO | Altria Group Inc | +0.7% | NEW | 新建倉 |
| 8 | AVGO | Broadcom Inc | +0.6% | -7.75% | 減碼 |
| 9 | IBM | Intl Business Machines CORP | +0.6% | +75.45% | 加碼 |
| 10 | CMI | Cummins Inc | +0.6% | NEW | 新建倉 |
| 11 | DTE | Dte Energy Company | +0.6% | NEW | 新建倉 |
| 12 | LPG | Dorian LPG Ltd. | +0.6% | NEW | 新建倉 |
| 13 | KOF | Coca-cola Femsa Sab-sp Adr | +0.5% | NEW | 新建倉 |
| 14 | ASR | Grupo Aeroportuario Sur-adr | +0.5% | NEW | 新建倉 |
| 15 | MSFT | Microsoft CORP | +0.5% | -3.14% | 減碼 |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.5% | NEW | 新建倉 |
| 17 | EXC | Exelon CORP | +0.5% | NEW | 新建倉 |
| 18 | CEG | Constellation Energy | +0.5% | NEW | 新建倉 |
| 19 | EXEL | Exelixis Inc | +0.5% | NEW | 新建倉 |
| 20 | SHOP | Shopify Inc - Class A | +0.5% | NEW | 新建倉 |
| 21 | DB | Deutsche Bank Aktiengesellschaft | +0.5% | NEW | 新建倉 |
| 22 | MTG | Mgic Investment CORP | +0.4% | NEW | 新建倉 |
| 23 | FFIV | F5 Inc | +0.4% | NEW | 新建倉 |
| 24 | LMT | Lockheed Martin CORP | +0.3% | +98.27% | 加碼 |
| 25 | NFLX | Netflix Inc | +0.3% | +1.50% | 加碼 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | -3.72% | 減碼 |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +1.32% | 加碼 |
| 28 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.27% | 加碼 |
| 29 | AMZN | Amazon.com Inc | -0.1% | +0.81% | 加碼 |
| 30 | PHM | Pultegroup Inc | -0.5% | EXIT | 清倉 |
| 31 | DELL | Dell Technologies -c | -0.6% | -79.33% | 減碼 |
| 32 | NUE | Nucor CORP | -0.6% | -75.57% | 減碼 |
| 33 | AMAT | Applied Materials Inc | -0.6% | EXIT | 清倉 |
| 34 | ATEN | A10 Networks Inc | -0.7% | EXIT | 清倉 |
| 35 | CRM | Salesforce Inc | -0.7% | -48.25% | 減碼 |
| 36 | ADSK | Autodesk Inc | -0.8% | EXIT | 清倉 |
| 37 | FTNT | Fortinet Inc | -0.8% | -45.08% | 減碼 |
| 38 | OKE | Oneok Inc | -0.8% | EXIT | 清倉 |
| 39 | CF | Cf Industries Holdings Inc | -0.9% | EXIT | 清倉 |
| 40 | ANET | Arista Networks Inc | -0.9% | EXIT | 清倉 |
| 41 | SYK | Stryker CORP | -0.9% | EXIT | 清倉 |
| 42 | XOM | Exxon Mobil CORP | -0.9% | -20.48% | 減碼 |
| 43 | UTHR | United Therapeutics CORP | -1% | EXIT | 清倉 |
| 44 | FLS | Flowserve CORP | -1% | EXIT | 清倉 |
| 45 | TMUS | T-mobile US Inc | -1% | EXIT | 清倉 |
| 46 | GM | General Motors Co | -1.1% | EXIT | 清倉 |
| 47 | GSK | Gsk Plc-spon Adr | -1.1% | EXIT | 清倉 |
| 48 | QCOM | Qualcomm Inc | -1.1% | EXIT | 清倉 |
| 49 | TJX | Tjx Companies Inc | -1.7% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -2.3% | -6.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，FCG Investment Co 在 Q2 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 92 個公開持股部位。
在 Q2 2025 季度，FCG Investment Co 按市值排列的前三大核心持股分別為：SPY (11.0%)、MSFT (7.9%)、NVDA (7.2%)。其中最大持股部位 SPY 佔據整體投資組合約 11.0% 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
CADE
市值: US$487.8萬
本季最大獲利了結 / 清倉標的
TJX
前期市值: US$262.0萬
在 Q2 2025 季度中，FCG Investment Co 共進行了 50 項持倉異動，包含新建倉 17 個部位、加碼 9 個部位、減碼 9 個部位以及清倉 15 個部位。 其中最大新建倉標的為 CADE。 本季清倉部位包含 TJX。
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。