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
414 檔
20.3%
Fort Washington Investment Advisors Inc /oh/ 在 Q3 2025 季度的美股部位總計估值為 US$198.9億，分散於 414 個持倉標的之中，反映其市場參與廣度與投資規模。
Fort Washington Investment Advisors Inc /oh/ 於 Q3 2025 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 25 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, CTAS, AAPL）累計市值佔比達 20.3%，是驅動 Fort Washington Investment Advisors Inc /oh/ 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 414 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 | 5.98% | -0.26% | +0.38% | |
| 2 | CTAS | Cintas CORP | 股票-工業 | 4.73% | -0.34% | +0.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.90% | — | -0.09% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.67% | -0.27% | -1.62% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.57% | +0.45% | +3.17% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.54% | +0.27% | +2.32% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.50% | +0.14% | +3.07% | |
| 8 | ORCL | Oracle CORP | 股票-科技 | 1.90% | -0.10% | -19.02% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.85% | +0.08% | -0.06% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.61% | +0.09% | -3.15% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.51% | +0.12% | +2.07% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.50% | -0.23% | +0.01% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.46% | -0.52% | -15.86% | |
| 14 | FITB | Fifth Third Bancorp | 股票-金融 | 1.36% | +0.15% | — | |
| 15 | PM | Philip Morris International | 股票-非循環性消費 | 1.34% | -0.12% | +0.35% | |
| 16 | MDT | Medtronic plc | 股票-醫療保健 | 1.32% | -0.22% | -1.39% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.29% | -0.14% | -3.15% | |
| 18 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.28% | +0.09% | -0.15% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.65% | +1.82% | |
| 20 | CRM | Salesforce Inc | 股票-科技 | 1.08% | -0.17% | +10.05% | |
| 21 | TXN | Texas Instruments Inc | 股票-科技 | 1.04% | -0.31% | -3.26% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.99% | +0.35% | +0.14% | |
| 23 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.92% | -0.01% | +2.01% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.40% | -23.38% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 0.88% | -0.01% | +0.35% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +0.29% | +1.60% | |
| 27 | MKL | Markel Group Inc | 股票-金融 | 0.83% | -0.04% | +0.07% | |
| 28 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.82% | -0.41% | +0.07% | |
| 29 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.81% | -0.06% | +3.82% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.79% | -0.07% | +6.90% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.75% | -0.05% | -13.85% | |
| 32 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.68% | -0.12% | +0.84% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.67% | +0.03% | +220.40% | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | -0.20% | +3.35% | |
| 35 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.65% | -0.05% | -0.13% | |
| 36 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.63% | +0.02% | +3.49% | |
| 37 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.63% | +0.10% | +1.00% | |
| 38 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.60% | +0.05% | — | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | -0.02% | +8.36% | |
| 40 | TSEC | Touchstone Securitized Inc | ETF-其他 | 0.55% | -0.05% | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.02% | +29.92% | |
| 42 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.54% | -0.11% | -16.10% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.53% | +0.78% | +5.60% | |
| 44 | WDAY | Workday Inc-class A | 股票-科技 | 0.53% | -0.05% | +4.75% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.01% | +26.82% | |
| 46 | ROP | Roper Technologies Inc | 股票-科技 | 0.51% | -0.04% | +0.03% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | -0.01% | +3.91% | |
| 48 | AFG | American Financial Group Inc | 股票-金融 | 0.48% | — | -0.02% | |
| 49 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.46% | — | +1.77% | |
| 50 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.46% | -0.06% | +5.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +0.38% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1% | +3.17% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1% | +3.07% | 加碼 |
| 4 | ORCL | Oracle CORP | +0.6% | -19.02% | 減碼 |
| 5 | DE | Deere & Co | +0.5% | +220.40% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | -1.62% | 減碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.14% | 加碼 |
| 8 | LPLA | Lpl Financial Holdings Inc | +0.3% | +222.24% | 加碼 |
| 9 | LVS | Las Vegas Sands CORP | +0.3% | +5.43% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -23.38% | 減碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +8.36% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.2% | +41.32% | 加碼 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.06% | 加碼 |
| 14 | UBER | Uber Technologies Inc | +0.2% | +0.81% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +26.82% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +5.60% | 加碼 |
| 17 | C | Citigroup Inc | +0.1% | +2.12% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +2.32% | 加碼 |
| 19 | BAC | Bank Of America CORP | +0.1% | -3.15% | 減碼 |
| 20 | BA | Boeing Co/the | +0.1% | +0.35% | 加碼 |
| 21 | FTDR | Frontdoor Inc | +0.1% | +18.40% | 加碼 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | -15.86% | 減碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | -3.63% | 減碼 |
| 24 | AAPL | Apple Inc | +0.1% | -0.09% | 加碼 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +29.92% | 加碼 |
| 26 | SCHW | Schwab (charles) CORP | 0% | -3.15% | 減碼 |
| 27 | JLL | Jones Lang Lasalle Inc | 0% | -0.13% | 加碼 |
| 28 | FITB | Fifth Third Bancorp | 0% | — | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +0.01% | 加碼 |
| 30 | INTC | Intel CORP | -0.1% | -98.34% | 減碼 |
| 31 | SLB | Slb LTD | -0.2% | -96.04% | 減碼 |
| 32 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -57.25% | 減碼 |
| 33 | FDX | Fedex CORP | -0.2% | -4.54% | 減碼 |
| 34 | IFF | Intl Flavors & Fragrances | -0.2% | +1.77% | 加碼 |
| 35 | GILD | Gilead Sciences Inc | -0.2% | +13.13% | 減碼 |
| 36 | SBUX | Starbucks CORP | -0.2% | -9.82% | 減碼 |
| 37 | CMCSA | Comcast Corp-class A | -0.2% | +0.84% | 加碼 |
| 38 | RTX | Rtx CORP | -0.2% | -13.85% | 減碼 |
| 39 | PM | Philip Morris International | -0.3% | +0.35% | 減碼 |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | +3.35% | 加碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +6.90% | 減碼 |
| 42 | 6D8 | Dupont De Nemours Inc | -0.4% | -63.25% | 減碼 |
| 43 | HCA | Hca Healthcare Inc | -0.5% | -16.10% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.8% | +1.60% | 減碼 |
| 45 | SHW | Sherwin-williams Co/the | — | NEW | 新建倉 |
| 46 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清倉 |
| 47 | TSPA | T Rowe Price US Eqy Research | — | NEW | 新建倉 |
| 48 | ABCB | Ameris Bancorp | — | NEW | 新建倉 |
| 49 | DINO | Hf Sinclair CORP | — | NEW | 新建倉 |
| 50 | SSB | Southstate Bank CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Fort Washington Investment Advisors Inc /oh/ 在 Q3 2025 季度的美股持倉總市值約為 US$198.9億，共申報了 414 個公開持股部位。
在 Q3 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 (6.0%)、CTAS (4.7%)、AAPL (3.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.0% 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
SHW
市值: US$5109.4萬
本季最大獲利了結 / 清倉標的
BABA
前期市值: US$4128.2萬
在 Q3 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 5 個部位、加碼 25 個部位、減碼 19 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SHW。 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。