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
81 檔
45.4%
Fishman Jay A Ltd/mi 在 Q3 2025 季度的美股部位總計估值為 US$12.6億，分散於 81 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q3 2025 期間，Fishman Jay A Ltd/mi 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 5 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AAPL, GOOGL, AMZN）累計市值佔比達 45.4%，是驅動 Fishman Jay A Ltd/mi 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
QXO
市值: US$1044.4萬
本季最大獲利了結 / 清倉標的
ZTS
前期市值: US$167.4萬
| # | 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 | 20.57% | -0.04% | -2.72% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 8.21% | +0.95% | -1.85% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 8.11% | +0.13% | -2.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.69% | -0.51% | -1.32% | |
| 5 | BX | Blackstone Inc | 股票-金融 | 5.35% | -0.28% | -3.09% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.34% | -0.37% | -1.54% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 5.05% | +0.07% | +0.78% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.27% | -0.08% | -1.46% | |
| 9 | XPO | Xpo Inc | 股票-工業 | 3.34% | -0.77% | -1.27% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 3.09% | +0.04% | -1.98% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 2.41% | -0.32% | -2.23% | |
| 12 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 2.41% | +0.38% | -1.79% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.31% | +0.12% | +11.60% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.82% | -0.05% | -1.53% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.75% | +0.73% | +339.69% | |
| 16 | CEG | Constellation Energy | 股票-公用事業 | 1.46% | -0.40% | +51.98% | |
| 17 | TWI | Titan International Inc | 股票-其他 | 1.42% | -0.03% | -1.36% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.38% | +0.03% | -0.22% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.35% | +0.03% | -0.65% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.34% | -0.22% | -0.30% | |
| 21 | GEV | GE Vernova Inc | 股票-工業 | 1.13% | +0.21% | +5.32% | |
| 22 | GE | General Electric | 股票-工業 | 1.02% | +0.19% | -0.29% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | +0.09% | -1.88% | |
| 24 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.92% | — | -11.69% | |
| 25 | ARQT | Arcutis Biotherapeutics Inc | 股票-其他 | 0.91% | +0.05% | +1.71% | |
| 26 | QXO | Qxo Inc | 股票-工業 | 0.90% | +0.06% | — | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.67% | -0.04% | -0.97% | |
| 28 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.21% | -6.23% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | +0.01% | -43.73% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.43% | — | -23.68% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.39% | -0.11% | -10.94% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | +0.05% | — | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | -0.03% | -2.76% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | -0.02% | +0.29% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.18% | -0.03% | — | |
| 36 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.17% | -0.06% | — | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.16% | -0.03% | -24.19% | |
| 38 | VFF | Village Farms International | 股票-其他 | 0.15% | -0.06% | — | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.15% | -0.07% | EXIT | |
| 40 | GD | General Dynamics CORP | 股票-工業 | 0.14% | -0.02% | -66.57% | |
| 41 | DHR | Danaher CORP | 股票-醫療保健 | 0.13% | -0.02% | -21.67% | |
| 42 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.11% | — | — | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.11% | +0.04% | — | |
| 44 | DE | Deere & Co | 股票-工業 | 0.10% | — | -3.70% | |
| 45 | CMA | Comerica Inc | 股票-其他 | 0.09% | — | -35.12% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.09% | +0.01% | -4.52% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.09% | — | — | |
| 48 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.08% | -0.02% | -9.40% | |
| 49 | MCO | Moody's CORP | 股票-金融 | 0.08% | — | — | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.07% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +0.78% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.6% | -1.85% | 減碼 |
| 3 | VRT | Vertiv Holdings Co-a | +1.4% | +11.60% | 加碼 |
| 4 | LLY | Eli Lilly & Co | +1.4% | +339.69% | 加碼 |
| 5 | RDDT | Reddit Inc-cl A | +1.3% | -1.79% | 加碼 |
| 6 | CEG | Constellation Energy | +0.9% | +51.98% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.6% | +5.32% | 加碼 |
| 8 | MSFT | Microsoft CORP | +0.5% | -1.32% | 減碼 |
| 9 | GE | General Electric | +0.3% | -0.29% | 加碼 |
| 10 | ORCL | Oracle CORP | +0.2% | -0.97% | 減碼 |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -1.54% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -1.88% | 減碼 |
| 13 | VFF | Village Farms International | +0.1% | — | 不變 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | 0% | -1.46% | 減碼 |
| 16 | PLTR | Palantir Technologies Inc-a | 0% | -6.00% | 減碼 |
| 17 | AXP | American Express Co | 0% | -0.65% | 加碼 |
| 18 | TSLA | Tesla Inc | 0% | +0.18% | 加碼 |
| 19 | ARQT | Arcutis Biotherapeutics Inc | — | +1.71% | 加碼 |
| 20 | TJX | Tjx Companies Inc | 0% | — | 不變 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 減碼 |
| 22 | WHR | Whirlpool CORP | -0.1% | -11.69% | 加碼 |
| 23 | NEE | Nextera Energy Inc | -0.1% | -24.19% | 減碼 |
| 24 | DHR | Danaher CORP | -0.1% | -21.67% | 減碼 |
| 25 | XPO | Xpo Inc | -0.2% | -1.27% | 加碼 |
| 26 | ABBV | Abbvie Inc | -0.2% | -0.22% | 加碼 |
| 27 | VB | Vanguard Small-cap ETF | -0.2% | -23.68% | 減碼 |
| 28 | PFE | Pfizer Inc | -0.2% | -6.23% | 減碼 |
| 29 | HON | Honeywell International Inc | -0.3% | -46.88% | 減碼 |
| 30 | HD | Home Depot Inc | -0.3% | -1.53% | 減碼 |
| 31 | GD | General Dynamics CORP | -0.4% | -66.57% | 減碼 |
| 32 | CMA | Comerica Inc | -0.4% | -35.12% | 減碼 |
| 33 | BX | Blackstone Inc | -0.6% | -3.09% | 減碼 |
| 34 | TWI | Titan International Inc | -0.6% | -1.36% | 減碼 |
| 35 | SYK | Stryker CORP | -0.7% | -2.23% | 減碼 |
| 36 | MRK | Merck & Co. Inc. | -0.9% | -43.73% | 減碼 |
| 37 | V | Visa Inc-class A Shares | -1% | -1.98% | 減碼 |
| 38 | AMZN | Amazon.com Inc | -1.1% | -2.85% | 減碼 |
| 39 | AAPL | Apple Inc | -2.2% | -2.72% | 加碼 |
| 40 | QXO | Qxo Inc | — | NEW | 新建倉 |
| 41 | ZTS | Zoetis Inc | — | EXIT | 清倉 |
| 42 | LMT | Lockheed Martin CORP | — | EXIT | 清倉 |
| 43 | SBUX | Starbucks CORP | — | EXIT | 清倉 |
| 44 | COP | Conocophillips | — | EXIT | 清倉 |
| 45 | APH | Amphenol Corp-cl A | — | NEW | 新建倉 |
| 46 | IBB | Ishares Biotechnology ETF | — | EXIT | 清倉 |
| 47 | DASH | Doordash Inc - A | — | NEW | 新建倉 |
| 48 | CVX | Chevron CORP | — | EXIT | 清倉 |
| 49 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 50 | RVMD | Revolution Medicines Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Fishman Jay A Ltd/mi 在 Q3 2025 季度的美股持倉總市值約為 US$12.6億，共申報了 81 個公開持股部位。
在 Q3 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 (20.6%)、GOOGL (8.2%)、AMZN (8.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 20.6% 的權重。
在 Q3 2025 季度中，Fishman Jay A Ltd/mi 共進行了 48 項持倉異動，包含新建倉 5 個部位、加碼 16 個部位、減碼 21 個部位以及清倉 6 個部位。 其中最大新建倉標的為 QXO。 本季清倉部位包含 ZTS。
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。