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: 0001009016
申報總市值
US$198.9億
US$198.9億
396 檔
18.8%
根據最新整理的 13F 季度數據集，Fort Washington Investment Advisors Inc /oh/ 於 Q2 2025 結束時的管理資產規模為 US$198.9億。該機構在本季度申報了 396 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2025，Fort Washington Investment Advisors Inc /oh/ 操作展現出積極擴展與加碼意向。本季共新建倉 3 個新部位，並對 28 個既有持股進行加碼（合計增持 31 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 MSFT, CTAS, META）占據了總市值的 18.8%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 396 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 | 6.09% | -0.26% | +0.69% | |
| 2 | CTAS | Cintas CORP | 股票-工業 | 5.46% | -0.34% | -0.02% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.99% | -0.27% | +0.21% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.35% | — | +0.18% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.68% | +0.45% | -1.24% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.63% | +0.27% | -0.22% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.18% | +0.14% | +3.74% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.94% | -0.10% | -1.06% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.82% | +0.08% | +4.86% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.64% | -0.52% | -2.70% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.12% | +0.46% | |
| 12 | BAC | Bank Of America CORP | 股票-金融 | 1.63% | +0.09% | +0.85% | |
| 13 | PM | Philip Morris International | 股票-非循環性消費 | 1.59% | -0.12% | -9.23% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.35% | -0.14% | -0.85% | |
| 15 | FITB | Fifth Third Bancorp | 股票-金融 | 1.33% | +0.15% | +0.00% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | -0.23% | +0.04% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.30% | -0.22% | -3.01% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 1.29% | -0.31% | +0.77% | |
| 19 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.29% | +0.09% | -0.03% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.65% | +0.48% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 1.20% | -0.17% | +0.51% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | +0.40% | +1.26% | |
| 23 | MKL | Markel Group Inc | 股票-金融 | 0.92% | -0.04% | +0.21% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 0.90% | -0.01% | +0.16% | |
| 25 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.88% | -0.01% | +11.22% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.85% | +0.35% | +0.21% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.29% | -13.65% | |
| 28 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.82% | -0.06% | +0.08% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.82% | -0.12% | +0.78% | |
| 30 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.81% | -0.41% | +0.12% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.81% | -0.05% | -20.52% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.07% | -23.04% | |
| 33 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.71% | +0.02% | +3.58% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.69% | -0.20% | +0.27% | |
| 35 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.67% | — | +10.71% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.62% | -0.02% | +37.04% | |
| 37 | ROP | Roper Technologies Inc | 股票-科技 | 0.62% | -0.04% | — | |
| 38 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.61% | -0.11% | -44.54% | |
| 39 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.60% | +0.10% | +3.02% | |
| 40 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.60% | -0.05% | +0.33% | |
| 41 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.59% | +0.05% | — | |
| 42 | TSEC | Touchstone Securitized Inc | ETF-其他 | 0.58% | -0.05% | +1.31% | |
| 43 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.58% | — | +0.50% | |
| 44 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.58% | — | +0.96% | |
| 45 | WDAY | Workday Inc-class A | 股票-科技 | 0.53% | -0.05% | +0.90% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.53% | +0.08% | +0.13% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.49% | -0.02% | -10.38% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.08% | -0.06% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | +0.78% | +2.17% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.46% | -0.01% | +1.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.2% | +0.69% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +0.21% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.6% | +3.74% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.6% | -1.06% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.4% | +1.26% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -2.70% | 減碼 |
| 7 | DIS | Walt Disney Co/the | +0.2% | +37.04% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.22% | 減碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.21% | 加碼 |
| 10 | UBER | Uber Technologies Inc | +0.2% | +42.65% | 加碼 |
| 11 | LVS | Las Vegas Sands CORP | +0.2% | +72.28% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.2% | +1266.52% | 加碼 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.24% | 減碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.86% | 加碼 |
| 15 | ABCB | Ameris Bancorp | +0.1% | NEW | 新建倉 |
| 16 | BAC | Bank Of America CORP | +0.1% | +0.85% | 加碼 |
| 17 | BA | Boeing Co/the | +0.1% | +0.16% | 加碼 |
| 18 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | 新建倉 |
| 19 | TXN | Texas Instruments Inc | +0.1% | +0.77% | 加碼 |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | -0.85% | 減碼 |
| 21 | C | Citigroup Inc | +0.1% | +39.03% | 加碼 |
| 22 | CTAS | Cintas CORP | +0.1% | -0.02% | 減碼 |
| 23 | DINO | Hf Sinclair CORP | +0.1% | NEW | 新建倉 |
| 24 | AMAT | Applied Materials Inc | +0.1% | +2.17% | 加碼 |
| 25 | KLAC | Kla CORP | +0.1% | -3.13% | 減碼 |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +1.09% | 加碼 |
| 27 | DV | Doubleverify Holdings Inc | +0.1% | +99.61% | 加碼 |
| 28 | HUBB | Hubbell Inc | +0.1% | +0.34% | 加碼 |
| 29 | BKNG | Booking Holdings Inc | +0.1% | +1.75% | 加碼 |
| 30 | DE | Deere & Co | +0.1% | +25.48% | 加碼 |
| 31 | ABNB | Airbnb Inc-class A | +0.1% | +3.58% | 加碼 |
| 32 | IBM | Intl Business Machines CORP | +0.1% | +0.13% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +1.89% | 加碼 |
| 34 | PM | Philip Morris International | 0% | -9.23% | 減碼 |
| 35 | AIN | Albany Intl Corp-cl A | -0.1% | EXIT | 清倉 |
| 36 | BMRN | Biomarin Pharmaceutical Inc | -0.1% | -0.17% | 減碼 |
| 37 | MNST | Monster Beverage CORP | -0.1% | -23.30% | 減碼 |
| 38 | FDX | Fedex CORP | -0.2% | -95.33% | 減碼 |
| 39 | RTX | Rtx CORP | -0.2% | -20.52% | 減碼 |
| 40 | MDT | Medtronic plc | -0.2% | -3.01% | 減碼 |
| 41 | GILD | Gilead Sciences Inc | -0.2% | -99.38% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | +0.48% | 加碼 |
| 43 | JNJ | Johnson & Johnson | -0.2% | +0.04% | 加碼 |
| 44 | BDX | Becton Dickinson And Co | -0.2% | +11.22% | 加碼 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.3% | EXIT | 清倉 |
| 46 | BMY | Bristol-myers Squibb Co | -0.3% | +0.27% | 加碼 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -23.04% | 減碼 |
| 48 | HCA | Hca Healthcare Inc | -0.5% | -44.54% | 減碼 |
| 49 | AAPL | Apple Inc | -0.5% | +0.18% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | -0.9% | -13.65% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fort Washington Investment Advisors Inc /oh/ 在 Q2 2025 季度的美股持倉總市值約為 US$198.9億，共申報了 396 個公開持股部位。
在 Q2 2025 季度，Fort Washington Investment Advisors Inc /oh/ 按市值排列的前三大核心持股分別為：MSFT (6.1%)、CTAS (5.5%)、META (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.1% 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。
本季最大新建倉標的
ABCB
市值: US$2185.0萬
本季最大獲利了結 / 清倉標的
BABA
前期市值: US$4128.2萬
在 Q2 2025 季度中，Fort Washington Investment Advisors Inc /oh/ 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 28 個部位、減碼 17 個部位以及清倉 2 個部位。 其中最大新建倉標的為 ABCB。 本季清倉部位包含 BABA。
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。