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: 0002025905
申報總市值
US$26.9億
US$26.9億
76 檔
27.1%
Generate Investment Management Ltd 在 Q4 2025 季度的美股部位總計估值為 US$26.9億，分散於 76 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q4 2025 的資金脈絡，Generate Investment Management Ltd 在獲利結算 26 檔個股的同時，將資本重新部署至 21 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, AMZN, MSFT）累計市值佔比達 27.1%，是驅動 Generate Investment Management Ltd 該季度整體投資組合績效表現的核心支柱。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 7.26% | +2.51% | +21.98% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.16% | +1.40% | +59.24% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.02% | +2.63% | +27.75% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.86% | -0.61% | +41.83% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.92% | +1.03% | +32.08% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.33% | +0.95% | +110.02% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.62% | -1.93% | -21.32% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.46% | -0.21% | +77.99% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.32% | -0.14% | -42.07% | |
| 10 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 2.11% | -0.04% | +14.29% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.03% | -0.86% | +60.56% | |
| 12 | NEM | Newmont CORP | 股票-原物料 | 1.95% | +0.26% | +13.19% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.91% | +0.11% | -19.47% | |
| 14 | ALK | Alaska Air Group Inc | 股票-工業 | 1.84% | -0.54% | EXIT | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.79% | -0.05% | +244.02% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.78% | +0.39% | +114.77% | |
| 17 | CPAY | Corpay Inc | 股票-科技 | 1.65% | +0.03% | +60.00% | |
| 18 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.52% | — | -11.68% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.44% | -1.14% | EXIT | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 1.36% | -0.38% | +978.57% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 1.32% | +0.92% | +50.36% | |
| 22 | CART | Maplebear Inc | 股票-循環性消費 | 1.31% | — | -14.60% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.24% | — | — | |
| 24 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.21% | — | — | |
| 25 | UAL | United Airlines Holdings Inc | 股票-工業 | 1.15% | -0.28% | EXIT | |
| 26 | CRM | Salesforce Inc | 股票-科技 | 1.10% | +0.22% | NEW | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.07% | +1.20% | +266.68% | |
| 28 | CRH | CRH plc | 股票-原物料 | 1.06% | — | -23.09% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.03% | -0.87% | -52.20% | |
| 30 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.94% | -0.12% | +131.42% | |
| 31 | PLD | Prologis Inc | 股票-房地產 | 0.92% | -0.05% | +113.83% | |
| 32 | MCO | Moody's CORP | 股票-金融 | 0.89% | -0.68% | EXIT | |
| 33 | EQT | Eqt CORP | 股票-能源 | 0.88% | — | -10.00% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.88% | -0.71% | -27.45% | |
| 35 | WM | Waste Management Inc | 股票-工業 | 0.87% | -0.33% | +1.69% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.83% | +0.09% | +75.00% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.82% | -0.31% | +113.18% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.71% | -0.95% | -47.76% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.87% | EXIT | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.66% | +1.39% | +68.75% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.66% | -1.23% | EXIT | |
| 42 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.65% | — | — | |
| 43 | WAL | Western Alliance Bancorp | 股票-金融 | 0.61% | -0.41% | EXIT | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.58% | — | — | |
| 45 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.57% | -0.84% | EXIT | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.54% | — | +2.33% | |
| 47 | TSLA | Tesla Inc | 股票-循環性消費 | 0.54% | +0.19% | +19.04% | |
| 48 | SNPS | Synopsys Inc | 股票-科技 | 0.54% | — | — | |
| 49 | WCN | Waste Connections Inc | 股票-工業 | 0.54% | -0.08% | +0.20% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.52% | -0.50% | +62.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.7% | +41.83% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +2.4% | +59.24% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +2.2% | +110.02% | 加碼 |
| 4 | AVGO | Broadcom Inc | +1.4% | +77.99% | 加碼 |
| 5 | MA | Mastercard Inc - A | +1.2% | +244.02% | 加碼 |
| 6 | APH | Amphenol Corp-cl A | +0.9% | +114.77% | 加碼 |
| 7 | CRM | Salesforce Inc | +0.9% | +356.59% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.8% | +50.36% | 加碼 |
| 9 | V | Visa Inc-class A Shares | +0.7% | +60.56% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.6% | +21.98% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.6% | +266.68% | 加碼 |
| 12 | TMO | Thermo Fisher Scientific Inc | +0.6% | +131.42% | 加碼 |
| 13 | CPAY | Corpay Inc | +0.6% | +60.00% | 加碼 |
| 14 | PLD | Prologis Inc | +0.5% | +113.83% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.5% | +27.75% | 加碼 |
| 16 | SPGI | S&p Global Inc | +0.3% | +75.00% | 加碼 |
| 17 | NEM | Newmont CORP | +0.3% | +13.19% | 加碼 |
| 18 | ETN | Eaton Corporation plc | +0.3% | +113.18% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.3% | +32.08% | 加碼 |
| 20 | BAC | Bank Of America CORP | +0.3% | +31.49% | 加碼 |
| 21 | ASML | ASML Holding N.V. | +0.3% | +68.75% | 加碼 |
| 22 | AGI | Alamos Gold Inc-class A | +0.3% | +14.29% | 加碼 |
| 23 | ISRG | Intuitive Surgical Inc | +0.2% | +62.03% | 加碼 |
| 24 | NXPI | NXP Semiconductors N.V. | +0.2% | +115.38% | 加碼 |
| 25 | TSLA | Tesla Inc | 0% | +19.04% | 加碼 |
| 26 | VRTX | Vertex Pharmaceuticals Inc | 0% | +2.33% | 加碼 |
| 27 | COR | Cencora Inc | — | — | 不變 |
| 28 | WAL | Western Alliance Bancorp | 0% | +14.29% | 加碼 |
| 29 | WCN | Waste Connections Inc | -0.1% | +0.20% | 加碼 |
| 30 | WMT | Walmart Inc | -0.1% | -14.29% | 減碼 |
| 31 | NOW | Servicenow Inc | -0.1% | +471.51% | 加碼 |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | -4.37% | 減碼 |
| 33 | CART | Maplebear Inc | -0.1% | -14.60% | 減碼 |
| 34 | WM | Waste Management Inc | -0.1% | +1.69% | 加碼 |
| 35 | EQT | Eqt CORP | -0.2% | -10.00% | 減碼 |
| 36 | RSG | Republic Services Inc | -0.2% | -41.77% | 減碼 |
| 37 | RCL | Royal Caribbean Cruises Ltd. | -0.3% | -48.08% | 減碼 |
| 38 | CRH | CRH plc | -0.4% | -23.09% | 減碼 |
| 39 | AJG | Arthur J Gallagher & Co | -0.4% | -40.00% | 減碼 |
| 40 | NFLX | Netflix Inc | -0.4% | +978.57% | 加碼 |
| 41 | BSX | Boston Scientific CORP | -0.4% | -11.68% | 減碼 |
| 42 | WTW | Willis Towers Watson Public Limited Company | -0.5% | -43.39% | 減碼 |
| 43 | LRCX | Lam Research CORP | -0.5% | -47.76% | 減碼 |
| 44 | JPM | Jpmorgan Chase & Co | -0.6% | -40.87% | 減碼 |
| 45 | UAL | United Airlines Holdings Inc | -0.6% | -36.64% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.6% | -56.80% | 減碼 |
| 47 | MCK | Mckesson CORP | -0.6% | -80.40% | 減碼 |
| 48 | GS | Goldman Sachs Group Inc | -0.7% | -59.98% | 減碼 |
| 49 | HD | Home Depot Inc | -0.7% | -27.45% | 減碼 |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -19.47% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Generate Investment Management Ltd 在 Q4 2025 季度的美股持倉總市值約為 US$26.9億，共申報了 76 個公開持股部位。
在 Q4 2025 季度，Generate Investment Management Ltd 按市值排列的前三大核心持股分別為：NVDA (7.3%)、AMZN (7.2%)、MSFT (7.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.3% 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
ALK
市值: US$4024.0萬
本季最大獲利了結 / 清倉標的
FISV
前期市值: US$4125.8萬
在 Q4 2025 季度中，Generate Investment Management Ltd 共進行了 101 項持倉異動，包含新建倉 21 個部位、加碼 31 個部位、減碼 23 個部位以及清倉 26 個部位。 其中最大新建倉標的為 ALK。 本季清倉部位包含 FISV。
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。