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: 0001006407
申報總市值
US$12.6億
US$12.6億
79 檔
40.3%
根據最新整理的 13F 季度數據集，Fishman Jay A Ltd/mi 於 Q2 2025 結束時的管理資產規模為 US$12.6億。該機構在本季度申報了 79 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Fishman Jay A Ltd/mi 操作展現出積極擴展與加碼意向。本季共新建倉 2 個新部位，並對 26 個既有持股進行加碼（合計增持 28 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, AMZN, MSFT）占據了總市值的 40.3%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
DASH
市值: US$25.6萬
本季最大獲利了結 / 清倉標的
COP
前期市值: US$90.6萬
| # | 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 | AAPL | Apple Inc | 股票-科技 | 19.03% | -0.04% | +3.08% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 9.31% | +0.13% | +0.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.27% | -0.51% | +0.80% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.77% | +0.95% | +1.81% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.09% | -0.37% | +4.75% | |
| 6 | BX | Blackstone Inc | 股票-金融 | 5.40% | -0.28% | -3.05% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 4.74% | +0.07% | +7.29% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.44% | -0.08% | +1.02% | |
| 9 | XPO | Xpo Inc | 股票-工業 | 3.69% | -0.77% | +1.61% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 3.66% | +0.04% | +1.28% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 2.95% | -0.32% | +1.06% | |
| 12 | TWI | Titan International Inc | 股票-其他 | 2.18% | -0.03% | +1.03% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.97% | +0.12% | +43.92% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.87% | -0.05% | +0.94% | |
| 15 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.79% | +0.38% | +27.27% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.60% | -0.22% | +3.52% | |
| 17 | WHR | Whirlpool CORP | 股票-循環性消費 | 1.50% | — | +51.71% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.45% | +0.03% | +4.15% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.24% | +0.03% | +0.66% | |
| 20 | CEG | Constellation Energy | 股票-公用事業 | 1.05% | -0.40% | +26.89% | |
| 21 | GEV | GE Vernova Inc | 股票-工業 | 1.03% | +0.21% | +20.04% | |
| 22 | GE | General Electric | 股票-工業 | 0.98% | +0.19% | +18.65% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.87% | +0.01% | -18.78% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.84% | +0.09% | -4.82% | |
| 25 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 0.75% | +0.05% | +4.31% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 0.64% | -0.21% | -2.35% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.59% | -0.04% | -0.88% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.58% | — | -4.81% | |
| 29 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.48% | -0.11% | +12.28% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | +0.73% | +54.24% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.40% | -0.02% | -18.80% | |
| 32 | HON | Honeywell International Inc | 股票-工業 | 0.35% | -0.07% | EXIT | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.32% | +0.05% | -7.89% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.27% | -0.03% | -3.64% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.02% | +0.19% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.21% | -0.03% | -8.28% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.18% | -0.02% | -19.60% | |
| 38 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.17% | -0.06% | — | |
| 39 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.17% | -0.03% | — | |
| 40 | CMA | Comerica Inc | 股票-其他 | 0.14% | — | -67.55% | |
| 41 | DE | Deere & Co | 股票-工業 | 0.13% | — | — | |
| 42 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.13% | — | — | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.11% | — | — | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.10% | — | — | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.10% | +0.01% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.10% | +0.04% | +0.90% | |
| 47 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.10% | -0.02% | — | |
| 48 | MCO | Moody's CORP | 股票-金融 | 0.09% | — | — | |
| 49 | LMT | Lockheed Martin CORP | 股票-工業 | 0.08% | — | -28.73% | |
| 50 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.08% | -0.02% | -1.20% |
| # | 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% | +7.29% | 加碼 |
| 2 | VRT | Vertiv Holdings Co-a | +1.1% | +43.92% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.1% | +0.80% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.9% | +4.75% | 加碼 |
| 5 | RDDT | Reddit Inc-cl A | +0.7% | +27.27% | 加碼 |
| 6 | WHR | Whirlpool CORP | +0.5% | +51.71% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.5% | +20.04% | 加碼 |
| 8 | CEG | Constellation Energy | +0.5% | +26.89% | 加碼 |
| 9 | GE | General Electric | +0.3% | +18.65% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +1.02% | 加碼 |
| 11 | TWI | Titan International Inc | +0.2% | +1.03% | 加碼 |
| 12 | XPO | Xpo Inc | +0.2% | +1.61% | 加碼 |
| 13 | ORCL | Oracle CORP | +0.2% | -0.88% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.37% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.81% | 加碼 |
| 16 | AXP | American Express Co | +0.1% | +4.15% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +54.24% | 加碼 |
| 18 | VFF | Village Farms International | 0% | — | 不變 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.90% | 加碼 |
| 20 | DASH | Doordash Inc - A | 0% | NEW | 新建倉 |
| 21 | NFLX | Netflix Inc | 0% | NEW | 新建倉 |
| 22 | PLTR | Palantir Technologies Inc-a | 0% | -3.28% | 減碼 |
| 23 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 24 | RACE | Ferrari N.V. | — | — | 不變 |
| 25 | PM | Philip Morris International | — | — | 不變 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | -7.89% | 減碼 |
| 27 | SHW | Sherwin-williams Co/the | 0% | +12.28% | 加碼 |
| 28 | MSCI | Msci Inc | 0% | EXIT | 清倉 |
| 29 | MRP | Millrose Properties | 0% | EXIT | 清倉 |
| 30 | CVX | Chevron CORP | 0% | EXIT | 清倉 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -4.82% | 減碼 |
| 32 | LMT | Lockheed Martin CORP | 0% | -28.73% | 減碼 |
| 33 | NEE | Nextera Energy Inc | -0.1% | -8.28% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -3.64% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.19% | 加碼 |
| 36 | DHR | Danaher CORP | -0.1% | -19.60% | 減碼 |
| 37 | COST | Costco Wholesale CORP | -0.1% | +3.52% | 加碼 |
| 38 | COP | Conocophillips | -0.1% | EXIT | 清倉 |
| 39 | GD | General Dynamics CORP | -0.1% | -18.80% | 減碼 |
| 40 | PFE | Pfizer Inc | -0.1% | -2.35% | 減碼 |
| 41 | ZTS | Zoetis Inc | -0.2% | -85.28% | 減碼 |
| 42 | ARQT | Arcutis Biotherapeutics Inc | -0.2% | +4.31% | 加碼 |
| 43 | SYK | Stryker CORP | -0.2% | +1.06% | 加碼 |
| 44 | HD | Home Depot Inc | -0.3% | +0.94% | 加碼 |
| 45 | ABBV | Abbvie Inc | -0.3% | +0.66% | 加碼 |
| 46 | CMA | Comerica Inc | -0.4% | -67.55% | 減碼 |
| 47 | V | Visa Inc-class A Shares | -0.4% | +1.28% | 加碼 |
| 48 | MRK | Merck & Co. Inc. | -0.5% | -18.78% | 減碼 |
| 49 | BX | Blackstone Inc | -0.5% | -3.05% | 減碼 |
| 50 | AAPL | Apple Inc | -3.8% | +3.08% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fishman Jay A Ltd/mi 在 Q2 2025 季度的美股持倉總市值約為 US$12.6億，共申報了 79 個公開持股部位。
在 Q2 2025 季度，Fishman Jay A Ltd/mi 按市值排列的前三大核心持股分別為：AAPL (19.0%)、AMZN (9.3%)、MSFT (7.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 19.0% 的權重。
在 Q2 2025 季度中，Fishman Jay A Ltd/mi 共進行了 46 項持倉異動，包含新建倉 2 個部位、加碼 26 個部位、減碼 14 個部位以及清倉 4 個部位。 其中最大新建倉標的為 DASH。 本季清倉部位包含 COP。
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。
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。
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。