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
1655 檔
9.2%
根據最新整理的 13F 季度數據集，Gotham Asset Management, LLC 於 Q2 2025 結束時的管理資產規模為 US$429.6億。該機構在本季度申報了 1655 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 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 2 個新部位，並對 180 個既有持股進行加碼（合計增持 182 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 9.2%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
IAU
市值: US$1030.4萬
本季最大獲利了結 / 清倉標的
PAYCOR HCM INC COM
前期市值: US$992.2萬
僅顯示前 200 大持股（共 1655 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 | 16.10% | +1.86% | +32.13% | |
| 2 | GSPY | Gotham Enhanced 500 ETF | ETF-其他 | 3.22% | -0.24% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.34% | +6.61% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.09% | -0.30% | +12.02% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | -0.09% | -0.20% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | -0.03% | -0.51% | |
| 7 | SNOW | Snowflake Inc | 股票-科技 | 0.76% | +0.15% | +0.04% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | -0.06% | +5.12% | |
| 9 | GVLU | Gotham 1000 Value ETF | ETF-其他 | 0.50% | -0.04% | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | -0.02% | +8.30% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.45% | -0.01% | +558.27% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 0.45% | -0.03% | +1.09% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | -0.05% | +88.87% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | -0.06% | -1.26% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.43% | -0.07% | +3.11% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.31% | -0.02% | +6.97% | |
| 17 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.31% | -0.02% | +6.58% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | -0.03% | +1.18% | |
| 19 | TPR | Tapestry Inc | 股票-循環性消費 | 0.28% | -0.06% | +21.34% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.26% | -0.10% | +3.59% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.26% | — | +31.27% | |
| 22 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.25% | — | +35.68% | |
| 23 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.24% | +0.04% | +73.90% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.24% | +0.04% | +15.40% | |
| 25 | MTZ | Mastec Inc | 股票-工業 | 0.24% | -0.02% | +28.79% | |
| 26 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.23% | -0.01% | +3.37% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.23% | +0.01% | +41.29% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.23% | -0.03% | +21.16% | |
| 29 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.23% | -0.01% | -4.10% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.23% | -0.04% | +10.08% | |
| 31 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.22% | -0.01% | +51.27% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.22% | -0.01% | +20.09% | |
| 33 | NEM | Newmont CORP | 股票-原物料 | 0.22% | -0.04% | -1.59% | |
| 34 | GEN | Gen Digital Inc | 股票-科技 | 0.22% | +0.18% | +13.50% | |
| 35 | JBL | Jabil Inc | 股票-科技 | 0.22% | +0.01% | +15.47% | |
| 36 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.22% | — | +36.35% | |
| 37 | NVT | nVent Electric plc | 股票-工業 | 0.22% | +0.02% | +197.77% | |
| 38 | PEGA | Pegasystems Inc | 股票-科技 | 0.21% | -0.04% | +173.32% | |
| 39 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.21% | +0.01% | +156.86% | |
| 40 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.21% | -0.10% | +44.82% | |
| 41 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.21% | -0.06% | +4.31% | |
| 42 | AS | Amer Sports, Inc. | 股票-循環性消費 | 0.21% | -0.03% | +24.45% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.21% | -0.04% | +52.58% | |
| 44 | NTAP | Netapp Inc | 股票-科技 | 0.21% | -0.03% | +182.74% | |
| 45 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.20% | — | +14.03% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.20% | -0.05% | +36.36% | |
| 47 | CME | Cme Group Inc | 股票-金融 | 0.20% | -0.02% | +36.17% | |
| 48 | GNRC | Generac Holdings Inc | 股票-工業 | 0.20% | +0.01% | +33.38% | |
| 49 | AMED | Amedisys Inc | 股票-其他 | 0.20% | — | +17.23% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.20% | +0.09% | +102.69% |
| # | 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 | +0.7% | +32.13% | 加碼 |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +558.27% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.2% | +6.61% | 加碼 |
| 4 | EQT | Eqt CORP | +0.2% | +3478.73% | 加碼 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +88.87% | 加碼 |
| 6 | NVT | nVent Electric plc | +0.2% | +197.77% | 加碼 |
| 7 | AMKR | Amkor Technology Inc | +0.2% | +854.10% | 加碼 |
| 8 | NTAP | Netapp Inc | +0.1% | +182.74% | 加碼 |
| 9 | GNTX | Gentex CORP | +0.1% | +673.10% | 加碼 |
| 10 | THO | Thor Industries Inc | +0.1% | +1528.74% | 加碼 |
| 11 | PII | Polaris Inc | +0.1% | +229.93% | 加碼 |
| 12 | OXY | Occidental Petroleum CORP | +0.1% | +307.96% | 加碼 |
| 13 | LFUS | Littelfuse Inc | +0.1% | +388.51% | 加碼 |
| 14 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +156.86% | 加碼 |
| 15 | MU | Micron Technology Inc | +0.1% | +102.69% | 加碼 |
| 16 | RRX | Regal Rexnord CORP | +0.1% | +191.67% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +799.35% | 加碼 |
| 18 | DDOG | Datadog Inc - Class A | +0.1% | +271.05% | 加碼 |
| 19 | ADBE | Adobe Inc | +0.1% | +189.51% | 加碼 |
| 20 | BRKR | Bruker CORP | +0.1% | +334.08% | 加碼 |
| 21 | MKSI | Mks Inc | +0.1% | +456.10% | 加碼 |
| 22 | FERG | Ferguson Enterprises Inc | +0.1% | +262.68% | 加碼 |
| 23 | AZTA | Azenta Inc | +0.1% | +8430.00% | 加碼 |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +1308.50% | 加碼 |
| 25 | 9HI | Hillenbrand Inc | +0.1% | +6818.44% | 加碼 |
| 26 | PEGA | Pegasystems Inc | +0.1% | +173.32% | 加碼 |
| 27 | VST | Vistra CORP | +0.1% | +65.54% | 加碼 |
| 28 | VTRS | Viatris Inc | +0.1% | +232.67% | 加碼 |
| 29 | HPE | Hewlett Packard Enterprise | +0.1% | +105.28% | 加碼 |
| 30 | CCL1EUR | Carnival CORP LTD | +0.1% | +188.96% | 加碼 |
| 31 | GPN | Global Payments Inc | +0.1% | +769.41% | 加碼 |
| 32 | SFBS | Servisfirst Bancshares Inc | +0.1% | +556.32% | 加碼 |
| 33 | SNOW | Snowflake Inc | +0.1% | +0.04% | 加碼 |
| 34 | AVGO | Broadcom Inc | +0.1% | +1.09% | 加碼 |
| 35 | NRG | Nrg Energy Inc | +0.1% | +6.58% | 加碼 |
| 36 | WDC | Western Digital CORP | +0.1% | +37.70% | 加碼 |
| 37 | WEX | Wex Inc | +0.1% | +158.35% | 加碼 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +109.78% | 加碼 |
| 39 | LMT | Lockheed Martin CORP | +0.1% | +123.98% | 加碼 |
| 40 | MAA | Mid-america Apartment Comm | +0.1% | +177.04% | 加碼 |
| 41 | BIO | Bio-rad Laboratories-a | +0.1% | +208.66% | 加碼 |
| 42 | CARR | Carrier Global CORP | +0.1% | +340.62% | 加碼 |
| 43 | CAH | Cardinal Health Inc | +0.1% | +189.27% | 加碼 |
| 44 | ESI | Element Solutions Inc | +0.1% | +208.79% | 加碼 |
| 45 | DAR | Darling Ingredients Inc | +0.1% | +265.81% | 加碼 |
| 46 | COIN | Coinbase Global Inc -class A | +0.1% | +109.31% | 加碼 |
| 47 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +297.03% | 加碼 |
| 48 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +822.16% | 加碼 |
| 49 | CGNX | Cognex CORP | +0.1% | +426.92% | 加碼 |
| 50 | PTC | Ptc Inc | +0.1% | +587.01% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Gotham Asset Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$429.6億，共申報了 1655 個公開持股部位。
在 Q2 2025 季度，Gotham Asset Management, LLC 按市值排列的前三大核心持股分別為：SPY (16.1%)、GSPY (3.2%)、NVDA (2.1%)。其中最大持股部位 SPY 佔據整體投資組合約 16.1% 的權重。
在 Q2 2025 季度中，Gotham Asset Management, LLC 共進行了 199 項持倉異動，包含新建倉 2 個部位、加碼 180 個部位、減碼 15 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IAU。 本季清倉部位包含 PAYCOR HCM INC COM。
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。