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: 0001510387
申報總市值
US$429.6億
US$429.6億
1541 檔
6.7%
截至 Q1 2025 季度末，Gotham Asset Management, LLC 的美股持倉估值約為 US$429.6億，全數申報部位共有 1541 檔。
在 Q1 2025，Gotham Asset Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 80 個新部位，並對 119 個既有持股進行加碼（合計增持 199 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 SPY, GSPY, NVDA）占據了總市值的 6.7%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
GSPY
市值: US$4.9億
本季最大獲利了結 / 清倉標的
HWM
前期市值: US$1014.6萬
僅顯示前 200 大持股（共 1541 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 15.40% | +1.86% | +38.27% | |
| 2 | GSPY | Gotham Enhanced 500 ETF | ETF-其他 | 4.07% | -0.24% | +4.27% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | -0.34% | +5.74% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.47% | -0.30% | +28.02% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.28% | -0.09% | +18.21% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | -0.03% | +106.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.06% | +5.69% | |
| 8 | SNOW | Snowflake Inc | 股票-科技 | 0.69% | +0.15% | +27.21% | |
| 9 | GVLU | Gotham 1000 Value ETF | ETF-其他 | 0.67% | -0.04% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | -0.02% | +7.75% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.53% | -0.07% | +1.05% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.48% | -0.06% | +11.18% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.43% | -0.03% | +22.90% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | -0.03% | +25.47% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.37% | -0.02% | +2.48% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.30% | -0.03% | -6.97% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.29% | -0.05% | +192.91% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 0.28% | -0.04% | -6.45% | |
| 19 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.27% | -0.01% | +17.27% | |
| 20 | NEM | Newmont CORP | 股票-原物料 | 0.26% | -0.04% | +91.29% | |
| 21 | TPR | Tapestry Inc | 股票-循環性消費 | 0.26% | -0.06% | -8.36% | |
| 22 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.26% | +0.07% | +31.76% | |
| 23 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.25% | +0.06% | +26.38% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.25% | -0.04% | +275.24% | |
| 25 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.25% | -0.06% | +87.17% | |
| 26 | GEN | Gen Digital Inc | 股票-科技 | 0.24% | +0.18% | +16.74% | |
| 27 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.24% | -0.02% | -16.24% | |
| 28 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.24% | -0.07% | +78.83% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.23% | -0.05% | -1.97% | |
| 30 | EVRG | Evergy Inc | 股票-公用事業 | 0.23% | -0.03% | +62.95% | |
| 31 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.23% | -0.05% | +46.03% | |
| 32 | PPG | Ppg Industries Inc | 股票-原物料 | 0.23% | +0.02% | +39.34% | |
| 33 | AMED | Amedisys Inc | 股票-其他 | 0.23% | — | +18.28% | |
| 34 | ADP | Automatic Data Processing | 股票-科技 | 0.23% | +0.06% | +9.25% | |
| 35 | BRO | Brown & Brown Inc | 股票-金融 | 0.22% | +0.08% | +5.89% | |
| 36 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.22% | — | +8.37% | |
| 37 | TDG | Transdigm Group Inc | 股票-工業 | 0.22% | +0.07% | +7.58% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.22% | -0.08% | +21.39% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.22% | — | -6.73% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.22% | -0.10% | +27.70% | |
| 41 | BND | Vanguard Total Bond Market | ETF-其他 | 0.22% | -0.02% | +8.65% | |
| 42 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.22% | -0.01% | +29.06% | |
| 43 | AKX | Ansys Inc | 股票-其他 | 0.21% | — | +15.40% | |
| 44 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.21% | -0.04% | +18.47% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.21% | -0.01% | +43.03% | |
| 46 | RSG | Republic Services Inc | 股票-工業 | 0.21% | -0.01% | +28.02% | |
| 47 | SLB | Slb LTD | 股票-能源 | 0.21% | -0.01% | -9.81% | |
| 48 | CWEN | Clearway Energy Inc-c | 股票-公用事業 | 0.21% | -0.02% | +79.10% | |
| 49 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.21% | — | +22.03% | |
| 50 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.21% | +0.02% | +1.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +13.8% | +38.27% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.7% | +5.74% | 加碼 |
| 3 | SNOW | Snowflake Inc | +0.7% | +27.21% | 加碼 |
| 4 | TDG | Transdigm Group Inc | +0.2% | +7.58% | 加碼 |
| 5 | LYB | LyondellBasell Industries N.V. | +0.2% | +78.83% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.2% | +43.03% | 加碼 |
| 7 | BKNG | Booking Holdings Inc | +0.2% | +22.03% | 加碼 |
| 8 | MASI* | Masimo CORP | +0.2% | +13.16% | 加碼 |
| 9 | CME | Cme Group Inc | +0.2% | +4.92% | 加碼 |
| 10 | PLNT | Planet Fitness Inc - Cl A | +0.2% | +22.60% | 加碼 |
| 11 | ECL | Ecolab Inc | +0.2% | +9.57% | 加碼 |
| 12 | VTR | Ventas Inc | +0.2% | +70.12% | 加碼 |
| 13 | KDP | Keurig Dr Pepper Inc | +0.2% | -0.63% | 加碼 |
| 14 | VNO | Vornado Realty Trust | +0.2% | +21.41% | 加碼 |
| 15 | FMC | Fmc CORP | +0.2% | +67.94% | 加碼 |
| 16 | LECO | Lincoln Electric Holdings | +0.2% | -10.03% | 加碼 |
| 17 | VMI | Valmont Industries | +0.2% | +57.05% | 加碼 |
| 18 | SLB | Slb LTD | +0.2% | -9.81% | 加碼 |
| 19 | IRDM | Iridium Communications Inc | +0.2% | +25.02% | 加碼 |
| 20 | HLT | Hilton Worldwide Holdings In | +0.2% | +0.58% | 加碼 |
| 21 | WSO | Watsco Inc | +0.2% | +55.33% | 加碼 |
| 22 | UTHR | United Therapeutics CORP | +0.2% | +46.03% | 加碼 |
| 23 | STE | STERIS plc | +0.2% | -7.54% | 加碼 |
| 24 | LEA | Lear CORP | +0.2% | +50.34% | 加碼 |
| 25 | LULU | Lululemon Athletica Inc | +0.2% | +8.07% | 加碼 |
| 26 | EXPE | Expedia Group Inc | +0.1% | +26.38% | 加碼 |
| 27 | TDY | Teledyne Technologies Inc | +0.1% | +18.47% | 加碼 |
| 28 | TAP | Molson Coors Beverage Co - B | +0.1% | +18.49% | 加碼 |
| 29 | CVX | Chevron CORP | +0.1% | -35.88% | 加碼 |
| 30 | CPRT | Copart Inc | +0.1% | +60.64% | 加碼 |
| 31 | ORI | Old Republic Intl CORP | +0.1% | +24.42% | 加碼 |
| 32 | JBL | Jabil Inc | +0.1% | +43.85% | 加碼 |
| 33 | BMY | Bristol-myers Squibb Co | +0.1% | +7.77% | 加碼 |
| 34 | HIG | Hartford Insurance Group Inc | +0.1% | -2.62% | 加碼 |
| 35 | AMED | Amedisys Inc | +0.1% | +18.28% | 加碼 |
| 36 | WSM | Williams-sonoma Inc | +0.1% | +1.71% | 加碼 |
| 37 | FFIV | F5 Inc | +0.1% | +4.77% | 加碼 |
| 38 | LII | Lennox International Inc | +0.1% | +76.26% | 加碼 |
| 39 | EME | Emcor Group Inc | +0.1% | +53.63% | 加碼 |
| 40 | DOX | Amdocs Limited | +0.1% | +29.60% | 加碼 |
| 41 | TRMB | Trimble Inc | +0.1% | +17.64% | 加碼 |
| 42 | RBC | RBC Bearings Inc | +0.1% | +95.12% | 加碼 |
| 43 | DVA | Davita Inc | +0.1% | -19.46% | 加碼 |
| 44 | OMC | Omnicom Group | +0.1% | +11.03% | 加碼 |
| 45 | BLDR | Builders Firstsource Inc | +0.1% | +24.00% | 加碼 |
| 46 | DELL | Dell Technologies -c | +0.1% | +1.41% | 加碼 |
| 47 | PEGA | Pegasystems Inc | +0.1% | +25.78% | 加碼 |
| 48 | WH | Wyndham Hotels & Resorts Inc | +0.1% | +24.72% | 加碼 |
| 49 | PKG | Packaging CORP Of America | +0.1% | +41.91% | 加碼 |
| 50 | TW | Tradeweb Markets Inc-class A | +0.1% | +55.56% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Gotham Asset Management, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$429.6億，共申報了 1541 個公開持股部位。
在 Q1 2025 季度，Gotham Asset Management, LLC 按市值排列的前三大核心持股分別為：SPY (15.4%)、GSPY (4.1%)、NVDA (1.9%)。其中最大持股部位 SPY 佔據整體投資組合約 15.4% 的權重。
在 Q1 2025 季度中，Gotham Asset Management, LLC 共進行了 200 項持倉異動，包含新建倉 80 個部位、加碼 119 個部位、減碼 1 個部位以及清倉 0 個部位。 其中最大新建倉標的為 GSPY。
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。