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
416 檔
20.1%
截至 Q4 2025 季度末，Fort Washington Investment Advisors Inc /oh/ 的美股持倉估值約為 US$198.9億，全數申報部位共有 416 檔。
觀察 Q4 2025 的申報異動，Fort Washington Investment Advisors Inc /oh/ 採取了強勁的買進策略，建倉與加碼動作（合計 29 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Fort Washington Investment Advisors Inc /oh/ 的前 5 大持股（包含 MSFT, GOOG, CTAS）貢獻了組合市值的 20.1%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
FELE
市值: US$2726.6萬
本季最大獲利了結 / 清倉標的
6D8
前期市值: US$4858.4萬
僅顯示前 200 大持股（共 416 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 | 5.51% | -0.26% | +0.28% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.38% | +0.45% | -3.13% | |
| 3 | CTAS | Cintas CORP | 股票-工業 | 4.26% | -0.34% | +0.01% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.89% | — | -5.00% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.24% | -0.27% | -0.24% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | +0.14% | +8.00% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.62% | +0.27% | -0.11% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.90% | +0.08% | +2.12% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 1.70% | +0.09% | +0.37% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | -0.23% | +0.69% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | +0.12% | +0.61% | |
| 12 | FITB | Fifth Third Bancorp | 股票-金融 | 1.40% | +0.15% | -0.02% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.34% | -0.65% | +0.89% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.33% | -0.14% | +0.47% | |
| 15 | MDT | Medtronic plc | 股票-醫療保健 | 1.33% | -0.22% | +1.71% | |
| 16 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.30% | +0.09% | -0.03% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 1.30% | -0.12% | +0.12% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.29% | -0.10% | -0.15% | |
| 19 | CRM | Salesforce Inc | 股票-科技 | 1.19% | -0.17% | +0.11% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.16% | -0.52% | -26.75% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.06% | +0.35% | +0.25% | |
| 22 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.98% | -0.01% | +5.05% | |
| 23 | TXN | Texas Instruments Inc | 股票-科技 | 0.97% | -0.31% | +0.82% | |
| 24 | MKL | Markel Group Inc | 股票-金融 | 0.91% | -0.04% | -0.36% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 0.87% | -0.01% | +0.16% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.29% | +0.53% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | +0.40% | -11.41% | |
| 28 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.79% | -0.41% | -0.08% | |
| 29 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.79% | -0.06% | +0.33% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.78% | -0.20% | +1.48% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.07% | -2.15% | |
| 32 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.73% | -0.05% | +0.02% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.70% | +0.03% | +4.46% | |
| 34 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.70% | +0.02% | -0.01% | |
| 35 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | +0.78% | -0.09% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.64% | -0.12% | +0.37% | |
| 37 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.62% | +0.10% | +0.59% | |
| 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 | 0.59% | -0.02% | +3.03% | |
| 40 | TSEC | Touchstone Securitized Inc | ETF-其他 | 0.54% | -0.05% | — | |
| 41 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.54% | -0.06% | -2.04% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.02% | +7.21% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.01% | +1.59% | |
| 44 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.50% | — | +0.22% | |
| 45 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.49% | +0.06% | -1.26% | |
| 46 | WDAY | Workday Inc-class A | 股票-科技 | 0.49% | -0.05% | +5.09% | |
| 47 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.48% | -0.09% | +12.66% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.47% | -0.02% | +2.58% | |
| 49 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.47% | -0.11% | -19.37% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.45% | +0.08% | -4.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | -3.13% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.2% | +8.00% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +0.69% | 加碼 |
| 4 | BMY | Bristol-myers Squibb Co | +0.1% | +1.48% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.1% | -0.09% | 減碼 |
| 6 | HAE | Haemonetics Corp/mass | +0.1% | +1.51% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.1% | +0.11% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.1% | +0.37% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.1% | +2.15% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.11% | 減碼 |
| 11 | MKL | Markel Group Inc | +0.1% | -0.36% | 減碼 |
| 12 | LVS | Las Vegas Sands CORP | +0.1% | -2.04% | 減碼 |
| 13 | LPLA | Lpl Financial Holdings Inc | +0.1% | +12.66% | 加碼 |
| 14 | JLL | Jones Lang Lasalle Inc | +0.1% | +0.02% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +0.89% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.25% | 加碼 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +2.62% | 加碼 |
| 18 | ABNB | Airbnb Inc-class A | +0.1% | -0.01% | 減碼 |
| 19 | LUV | Southwest Airlines Co | +0.1% | +1.04% | 加碼 |
| 20 | BDX | Becton Dickinson And Co | +0.1% | +5.05% | 加碼 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.12% | 加碼 |
| 22 | FITB | Fifth Third Bancorp | 0% | -0.02% | 減碼 |
| 23 | SCHW | Schwab (charles) CORP | 0% | +0.47% | 加碼 |
| 24 | OII | Oceaneering Intl Inc | -0.1% | -34.20% | 減碼 |
| 25 | FOXA | Fox CORP - Class A | -0.1% | -39.03% | 減碼 |
| 26 | HD | Home Depot Inc | -0.1% | +2.66% | 加碼 |
| 27 | HCA | Hca Healthcare Inc | -0.1% | -19.37% | 減碼 |
| 28 | UBER | Uber Technologies Inc | -0.1% | -0.08% | 減碼 |
| 29 | AVGO | Broadcom Inc | -0.1% | -11.41% | 減碼 |
| 30 | ARE | Alexandria Real Estate Equit | -0.1% | +0.98% | 加碼 |
| 31 | NFLX | Netflix Inc | -0.1% | +882.15% | 加碼 |
| 32 | KLAC | Kla CORP | -0.1% | -28.85% | 減碼 |
| 33 | RTX | Rtx CORP | -0.3% | -44.69% | 減碼 |
| 34 | GS | Goldman Sachs Group Inc | -0.3% | -26.75% | 減碼 |
| 35 | META | Meta Platforms Inc-class A | -0.4% | -0.24% | 減碼 |
| 36 | CTAS | Cintas CORP | -0.5% | +0.01% | 加碼 |
| 37 | MSFT | Microsoft CORP | -0.5% | +0.28% | 加碼 |
| 38 | ORCL | Oracle CORP | -0.6% | -0.15% | 減碼 |
| 39 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清倉 |
| 40 | FELE | Franklin Electric Co Inc | — | NEW | 新建倉 |
| 41 | LCII | Lci Industries | — | NEW | 新建倉 |
| 42 | AVB | Avalonbay Communities Inc | — | NEW | 新建倉 |
| 43 | ✓ | Csg Systems International In | — | EXIT | 清倉 |
| 44 | TDW | Tidewater Inc | — | NEW | 新建倉 |
| 45 | WAY | Waystar Holding CORP | — | NEW | 新建倉 |
| 46 | QTWO | Q2 Holdings Inc | — | NEW | 新建倉 |
| 47 | Q | Qnity Electronics Inc | — | NEW | 新建倉 |
| 48 | ZETA | Zeta Global Holdings Corp-a | — | NEW | 新建倉 |
| 49 | ✓ | Touchstone ETF Trust | — | EXIT | 清倉 |
| 50 | VFC | Vf CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Fort Washington Investment Advisors Inc /oh/ 在 Q4 2025 季度的美股持倉總市值約為 US$198.9億，共申報了 416 個公開持股部位。
在 Q4 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 (5.5%)、GOOG (4.4%)、CTAS (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.5% 的權重。
在 Q4 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 8 個部位、加碼 21 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 FELE。 本季清倉部位包含 6D8。
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。