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
985 檔
7.2%
在 Q4 2025 的 13F 官方備案中，GHP Investment Advisors, Inc. 管理的美股投資組合規模來到 US$27.2億，整體持股檔數為 985 檔。
在 Q4 2025，GHP Investment Advisors, Inc. 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 23 檔、減碼 26 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 SCHG, AAPL, GOOG）累計市值佔比達 7.2%，是驅動 GHP Investment Advisors, Inc. 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 985 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 | 1.95% | +0.08% | -0.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.82% | +0.04% | -2.30% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.50% | +0.16% | -0.10% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.08% | -0.42% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.30% | -0.03% | -0.35% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.27% | +0.02% | +2.39% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.23% | +0.09% | +2.55% | |
| 8 | IDV | Ishares International Select | ETF-其他 | 1.23% | -0.14% | +0.73% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.23% | +0.04% | +0.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | — | -1.04% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.14% | -0.06% | -0.09% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.13% | -0.02% | +1.15% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.09% | -0.05% | +2.41% | |
| 14 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 1.08% | -0.09% | +1.29% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.02% | +0.04% | -0.67% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.01% | +0.07% | -2.06% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 0.98% | +0.01% | +0.56% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 0.97% | -0.12% | -1.07% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.96% | +0.02% | -1.54% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.96% | +0.12% | +0.49% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.92% | +0.02% | -0.32% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.92% | +0.08% | -0.22% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.91% | -0.15% | -0.40% | |
| 24 | ROK | Rockwell Automation Inc | 股票-工業 | 0.91% | +0.21% | +1.08% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.90% | -0.07% | +2.01% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.87% | +0.08% | -0.17% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 0.86% | +0.28% | -2.63% | |
| 28 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.85% | -0.11% | -0.12% | |
| 29 | AXP | American Express Co | 股票-金融 | 0.85% | — | -0.25% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.84% | -0.04% | -0.11% | |
| 31 | EME | Emcor Group Inc | 股票-工業 | 0.83% | -0.02% | -4.09% | |
| 32 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.81% | -0.15% | +1.14% | |
| 33 | MCO | Moody's CORP | 股票-金融 | 0.77% | -0.07% | -0.63% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | +0.01% | -0.44% | |
| 35 | ESE | Esco Technologies Inc | 股票-科技 | 0.77% | +0.08% | -1.67% | |
| 36 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.76% | -0.03% | -0.25% | |
| 37 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.76% | -0.01% | +2.11% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.16% | -1.00% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.06% | -3.04% | |
| 40 | NDAQ | Nasdaq Inc | 股票-金融 | 0.70% | -0.09% | +4.54% | |
| 41 | STE | STERIS plc | 股票-醫療保健 | 0.70% | -0.08% | +1.24% | |
| 42 | AME | Ametek Inc | 股票-工業 | 0.69% | +0.02% | +2.50% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.04% | +2.16% | |
| 44 | CW | Curtiss-wright CORP | 股票-工業 | 0.68% | -0.06% | -6.10% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.67% | +0.03% | +0.71% | |
| 46 | MCK | Mckesson CORP | 股票-醫療保健 | 0.63% | -0.11% | +0.71% | |
| 47 | URI | United Rentals Inc | 股票-工業 | 0.63% | +0.30% | +4.32% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | +0.01% | -1.32% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | +0.20% | -1.21% | |
| 50 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.60% | +0.04% | +1.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ROP | Roper Technologies Inc | +0.4% | +4794.93% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -0.10% | 減碼 |
| 3 | WM | Waste Management Inc | +0.2% | +2414.04% | 加碼 |
| 4 | IT | Gartner Inc | +0.1% | +111.73% | 加碼 |
| 5 | EXPD | Expeditors Intl Wash Inc | +0.1% | +1.96% | 加碼 |
| 6 | DPZ | Domino's Pizza Inc | +0.1% | +247.19% | 加碼 |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +0.34% | 加碼 |
| 8 | ROK | Rockwell Automation Inc | +0.1% | +1.08% | 加碼 |
| 9 | IDV | Ishares International Select | +0.1% | +0.73% | 加碼 |
| 10 | NDAQ | Nasdaq Inc | +0.1% | +4.54% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.1% | +2.59% | 加碼 |
| 12 | QLYS | Qualys Inc | +0.1% | +6727.06% | 加碼 |
| 13 | ULTA | Ulta Beauty Inc | +0.1% | +1.14% | 加碼 |
| 14 | AXP | American Express Co | +0.1% | -0.25% | 減碼 |
| 15 | PH | Parker Hannifin CORP | +0.1% | +0.14% | 加碼 |
| 16 | MKSI | Mks Inc | +0.1% | +2.98% | 加碼 |
| 17 | WAT | Waters CORP | +0.1% | -0.42% | 減碼 |
| 18 | KLAC | Kla CORP | +0.1% | -2.63% | 減碼 |
| 19 | RTX | Rtx CORP | +0.1% | -1.07% | 減碼 |
| 20 | AME | Ametek Inc | +0.1% | +2.50% | 加碼 |
| 21 | CAH | Cardinal Health Inc | +0.1% | -2.31% | 減碼 |
| 22 | PLUS | Eplus Inc | +0.1% | +0.44% | 加碼 |
| 23 | CMI | Cummins Inc | +0.1% | -0.52% | 減碼 |
| 24 | FDX | Fedex CORP | +0.1% | -0.24% | 減碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.92% | 減碼 |
| 26 | ADI | Analog Devices Inc | +0.1% | +2.91% | 加碼 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +2.55% | 加碼 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -1.21% | 減碼 |
| 29 | ✓ | Csg Systems International In | +0.1% | -0.80% | 減碼 |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | +2.39% | 加碼 |
| 31 | AAPL | Apple Inc | 0% | -2.30% | 減碼 |
| 32 | FLGB | Franklin Ftse United Kingdom | 0% | +1.29% | 加碼 |
| 33 | TJX | Tjx Companies Inc | 0% | -0.40% | 減碼 |
| 34 | EMN | Eastman Chemical Co | -0.1% | -73.06% | 減碼 |
| 35 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -3.44% | 減碼 |
| 36 | WRB | Wr Berkley CORP | -0.1% | -0.63% | 減碼 |
| 37 | NTAP | Netapp Inc | -0.1% | -2.40% | 減碼 |
| 38 | LH | Labcorp Holdings Inc | -0.1% | -2.32% | 減碼 |
| 39 | META | Meta Platforms Inc-class A | -0.1% | +2.16% | 加碼 |
| 40 | ESE | Esco Technologies Inc | -0.1% | -1.67% | 減碼 |
| 41 | URI | United Rentals Inc | -0.1% | +4.32% | 加碼 |
| 42 | TDY | Teledyne Technologies Inc | -0.1% | +2.11% | 加碼 |
| 43 | EME | Emcor Group Inc | -0.1% | -4.09% | 減碼 |
| 44 | GRMN | Garmin Ltd. | -0.1% | -3.43% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.1% | -0.42% | 減碼 |
| 46 | HLI | Houlihan Lokey Inc | -0.2% | -0.12% | 減碼 |
| 47 | TER | Teradyne Inc | -0.4% | -77.00% | 減碼 |
| 48 | ORCL | Oracle CORP | -0.4% | -3.04% | 減碼 |
| 49 | GLW | Corning Inc | -0.5% | -63.33% | 減碼 |
| 50 | MSA | Msa Safety Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，GHP Investment Advisors, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$27.2億，共申報了 985 個公開持股部位。
在 Q4 2025 季度，GHP Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SCHG (1.9%)、AAPL (1.8%)、GOOG (1.5%)。其中最大持股部位 SCHG 佔據整體投資組合約 1.9% 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
MSA
市值: US$124.3萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$4250.1萬
在 Q4 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 23 個部位、減碼 26 個部位以及清倉 0 個部位。 其中最大新建倉標的為 MSA。
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。