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: 0001401561
申報總市值
US$27.2億
US$27.2億
942 檔
6.9%
Q3 2025 季度申報顯示，GHP Investment Advisors, Inc. 揭露的美股組合總市值為 US$27.2億，涵蓋 942 個不同之權益投資部位。
在 Q3 2025，GHP Investment Advisors, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 28 個既有持股進行加碼（合計增持 29 檔），相較減碼與清倉部位顯著佔優。
整體而言，GHP Investment Advisors, Inc. 的前 5 大持股（包含 SCHG, AAPL, MSFT）貢獻了組合市值的 6.9%，形成該機構在 Q3 2025 季度的基本面基石。
僅顯示前 200 大持股（共 942 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.96% | +0.08% | -0.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.79% | +0.04% | +4.25% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.08% | -1.86% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | -0.03% | -0.96% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | — | -1.80% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.23% | +0.02% | +0.36% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.22% | +0.04% | +1.58% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.22% | +0.09% | +2.58% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.19% | +0.16% | +1.09% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.16% | -0.06% | +0.63% | |
| 11 | IDV | Ishares International Select | ETF-其他 | 1.15% | -0.14% | +0.46% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.11% | -0.02% | +0.15% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.06% | -5.24% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.09% | -0.05% | -0.03% | |
| 15 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 1.05% | -0.09% | +1.07% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.04% | +0.04% | -0.32% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.03% | +0.07% | -1.48% | |
| 18 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.03% | -0.11% | -0.38% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.98% | +0.01% | +0.56% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.98% | +0.12% | +2.17% | |
| 21 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | +0.02% | -0.33% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.94% | +0.08% | -1.33% | |
| 23 | EME | Emcor Group Inc | 股票-工業 | 0.94% | -0.02% | -5.43% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.92% | +0.02% | -0.81% | |
| 25 | RTX | Rtx CORP | 股票-工業 | 0.91% | -0.12% | -0.89% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.90% | -0.07% | -0.44% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.88% | -0.15% | +0.77% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.87% | +0.08% | +0.91% | |
| 29 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.87% | -0.01% | +2.73% | |
| 30 | ESE | Esco Technologies Inc | 股票-科技 | 0.86% | +0.08% | -1.76% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | -0.04% | -1.08% | |
| 32 | ROK | Rockwell Automation Inc | 股票-工業 | 0.82% | +0.21% | +4.09% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.80% | +0.28% | -0.39% | |
| 34 | AXP | American Express Co | 股票-金融 | 0.78% | — | -0.21% | |
| 35 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.77% | -0.03% | -0.19% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.76% | +0.01% | -0.76% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.04% | -0.15% | |
| 38 | GLW | Corning Inc | 股票-科技 | 0.74% | -0.03% | -6.63% | |
| 39 | MCO | Moody's CORP | 股票-金融 | 0.74% | -0.07% | -0.30% | |
| 40 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.74% | -0.15% | +0.51% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.73% | +0.30% | +4.42% | |
| 42 | CW | Curtiss-wright CORP | 股票-工業 | 0.72% | -0.06% | -38.58% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.16% | -4.57% | |
| 44 | STE | STERIS plc | 股票-醫療保健 | 0.69% | -0.08% | +3.25% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.67% | +0.03% | +0.75% | |
| 46 | GRMN | Garmin Ltd. | 股票-科技 | 0.63% | -0.05% | -1.49% | |
| 47 | AME | Ametek Inc | 股票-工業 | 0.63% | +0.02% | +6.75% | |
| 48 | NDAQ | Nasdaq Inc | 股票-金融 | 0.62% | -0.09% | +5.48% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.62% | +0.01% | -0.06% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.61% | -0.11% | +3.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | +0.5% | +83.06% | 加碼 |
| 2 | ORCL | Oracle CORP | +0.5% | -5.24% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +1.09% | 加碼 |
| 4 | EME | Emcor Group Inc | +0.3% | -5.43% | 減碼 |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.86% | 減碼 |
| 6 | KLAC | Kla CORP | +0.3% | -0.39% | 加碼 |
| 7 | URI | United Rentals Inc | +0.3% | +4.42% | 加碼 |
| 8 | GLW | Corning Inc | +0.2% | -6.63% | 減碼 |
| 9 | SCHG | Schwab US Large-cap Growth | +0.2% | -0.39% | 加碼 |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +1.55% | 加碼 |
| 11 | ROK | Rockwell Automation Inc | +0.2% | +4.09% | 加碼 |
| 12 | ULTA | Ulta Beauty Inc | +0.2% | +0.51% | 加碼 |
| 13 | ALLE | Allegion plc | +0.2% | +67.31% | 加碼 |
| 14 | LHX | L3harris Technologies Inc | +0.2% | +14.34% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.80% | 減碼 |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.91% | 加碼 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.32% | 減碼 |
| 18 | MLM | Martin Marietta Materials | +0.1% | +4.15% | 加碼 |
| 19 | AMAT | Applied Materials Inc | +0.1% | +19.76% | 加碼 |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.48% | 減碼 |
| 21 | HLI | Houlihan Lokey Inc | +0.1% | -0.38% | 減碼 |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | -0.03% | 加碼 |
| 23 | TDY | Teledyne Technologies Inc | +0.1% | +2.73% | 加碼 |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +2.58% | 加碼 |
| 25 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -0.44% | 減碼 |
| 26 | ESE | Esco Technologies Inc | +0.1% | -1.76% | 減碼 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -0.15% | 加碼 |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +5.48% | 加碼 |
| 29 | EMR | Emerson Electric Co | +0.1% | +4.06% | 加碼 |
| 30 | IDV | Ishares International Select | +0.1% | +0.46% | 加碼 |
| 31 | RTX | Rtx CORP | +0.1% | -0.89% | 減碼 |
| 32 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.36% | 加碼 |
| 33 | AXP | American Express Co | +0.1% | -0.21% | 加碼 |
| 34 | LECO | Lincoln Electric Holdings | +0.1% | -0.19% | 減碼 |
| 35 | AAPL | Apple Inc | +0.1% | +4.25% | 加碼 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.15% | 加碼 |
| 37 | TJX | Tjx Companies Inc | 0% | +0.77% | 加碼 |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | -0.96% | 減碼 |
| 39 | FLGB | Franklin Ftse United Kingdom | 0% | +1.07% | 加碼 |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +2.17% | 加碼 |
| 41 | SCHV | Schwab US Large-cap Value | 0% | +1.58% | 加碼 |
| 42 | ICFI | Icf International Inc | -0.2% | -9.53% | 減碼 |
| 43 | GIS | General Mills Inc | -0.2% | -82.81% | 減碼 |
| 44 | MRTN | Marten Transport LTD | -0.2% | -92.47% | 減碼 |
| 45 | LSTR | Landstar System Inc | -0.2% | -11.78% | 減碼 |
| 46 | SYNA | Synaptics Inc | -0.2% | -15.14% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -4.42% | 減碼 |
| 48 | TGT | Target CORP | -0.3% | -79.80% | 減碼 |
| 49 | BRO | Brown & Brown Inc | — | NEW | 新建倉 |
| 50 | GNTX | Gentex CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，GHP Investment Advisors, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$27.2億，共申報了 942 個公開持股部位。
在 Q3 2025 季度，GHP Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SCHG (2.0%)、AAPL (1.8%)、MSFT (1.6%)。其中最大持股部位 SCHG 佔據整體投資組合約 2.0% 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
BRO
市值: US$656.9萬
本季最大獲利了結 / 清倉標的
GNTX
前期市值: US$349.9萬
在 Q3 2025 季度中，GHP Investment Advisors, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 28 個部位、減碼 20 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BRO。 本季清倉部位包含 GNTX。
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。