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: 0002018114
申報總市值
US$1.7億
US$1.7億
77 檔
59.1%
在 Q2 2025 的 13F 官方備案中，Granite Group Advisors, LLC 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 77 檔。
在 Q2 2025 期間，Granite Group Advisors, LLC 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 6 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 DIS, MSFT, PEP）累計市值佔比達 59.1%，是驅動 Granite Group Advisors, LLC 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 | DIS | Walt Disney Co/the | 股票-通訊服務 | 50.43% | -0.58% | -0.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.06% | -12.38% | |
| 3 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.05% | -0.10% | +45.80% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.90% | +0.23% | -13.64% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | +0.14% | -0.22% | |
| 6 | TXN | Texas Instruments Inc | 股票-科技 | 1.75% | -0.11% | +8.66% | |
| 7 | PNC | Pnc Financial Services Group | 股票-金融 | 1.75% | +0.26% | +8.35% | |
| 8 | AEP | American Electric Power | 股票-公用事業 | 1.66% | +0.09% | -0.34% | |
| 9 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.61% | +0.10% | +26.80% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.57% | +0.01% | +4.84% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.54% | +0.12% | +12.19% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 1.54% | +0.39% | +8.48% | |
| 13 | USB | US Bancorp | 股票-金融 | 1.54% | +0.19% | +2.75% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.54% | +0.16% | +0.59% | |
| 15 | MDT | Medtronic plc | 股票-醫療保健 | 1.49% | -0.04% | +1.38% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.44% | +0.40% | +0.85% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.40% | — | +2.50% | |
| 18 | TGT | Target CORP | 股票-循環性消費 | 1.38% | -0.16% | +145.73% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.37% | +0.14% | -0.34% | |
| 20 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.25% | +0.03% | +10.60% | |
| 21 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.17% | -0.23% | -30.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | +0.23% | — | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.95% | -0.34% | — | |
| 24 | GD | General Dynamics CORP | 股票-工業 | 0.95% | — | +6.10% | |
| 25 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.77% | -0.13% | -5.90% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.01% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | — | -37.95% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.49% | +0.05% | — | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | +0.10% | — | |
| 30 | MPLX | Mplx LP | 股票-能源 | 0.37% | — | — | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.37% | +0.04% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.36% | — | — | |
| 33 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.35% | +0.04% | — | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.35% | +0.19% | — | |
| 35 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.34% | +0.02% | +6.81% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.33% | — | — | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.32% | +0.07% | -25.03% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.30% | +0.03% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.30% | — | — | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.28% | -0.14% | EXIT | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.27% | +0.04% | — | |
| 42 | OKE | Oneok Inc | 股票-能源 | 0.27% | -0.06% | — | |
| 43 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.26% | — | — | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.24% | +0.12% | NEW | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.24% | -0.02% | — | |
| 46 | PSX | Phillips 66 | 股票-能源 | 0.22% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.21% | -0.39% | EXIT | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.19% | — | — | |
| 49 | CPNG | Coupang Inc | 股票-循環性消費 | 0.19% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.18% | +0.05% | +2.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +4.1% | -0.06% | 減碼 |
| 2 | TGT | Target CORP | +0.7% | +145.73% | 加碼 |
| 3 | PM | Philip Morris International | +0.4% | NEW | 新建倉 |
| 4 | MS | Morgan Stanley | +0.2% | +12.19% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.2% | +45.80% | 加碼 |
| 6 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 7 | TXN | Texas Instruments Inc | +0.1% | +8.66% | 加碼 |
| 8 | PWR | Quanta Services Inc | +0.1% | NEW | 新建倉 |
| 9 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 10 | UBS | UBS Group AG | +0.1% | NEW | 新建倉 |
| 11 | AIQ | Global X Art Intel & Tech | +0.1% | NEW | 新建倉 |
| 12 | NVDA | Nvidia CORP | +0.1% | — | 不變 |
| 13 | ORCL | Oracle CORP | +0.1% | — | 不變 |
| 14 | SPOT | Spotify Technology S.A. | +0.1% | +6.81% | 加碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | — | 不變 |
| 16 | SBUX | Starbucks CORP | +0.1% | +26.80% | 加碼 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | 不變 |
| 18 | JPM | Jpmorgan Chase & Co | 0% | -0.22% | 減碼 |
| 19 | NOW | Servicenow Inc | 0% | +7.78% | 加碼 |
| 20 | MSFT | Microsoft CORP | 0% | -12.38% | 減碼 |
| 21 | CPNG | Coupang Inc | 0% | — | 不變 |
| 22 | SE | Sea Ltd-adr | 0% | — | 不變 |
| 23 | AVGO | Broadcom Inc | 0% | -25.03% | 減碼 |
| 24 | NFLX | Netflix Inc | 0% | -16.31% | 減碼 |
| 25 | PNC | Pnc Financial Services Group | — | +8.35% | 加碼 |
| 26 | AMZN | Amazon.com Inc | — | — | 不變 |
| 27 | IWF | Ishares Russell 1000 Growth | — | — | 不變 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | — | 不變 |
| 29 | GD | General Dynamics CORP | 0% | +6.10% | 加碼 |
| 30 | QCOM | Qualcomm Inc | 0% | +8.48% | 加碼 |
| 31 | USB | US Bancorp | -0.1% | +2.75% | 加碼 |
| 32 | LLY | Eli Lilly & Co | -0.1% | -23.14% | 減碼 |
| 33 | ISRG | Intuitive Surgical Inc | -0.1% | -31.93% | 減碼 |
| 34 | MTB | M & T Bank CORP | -0.1% | -0.34% | 減碼 |
| 35 | CMCSA | Comcast Corp-class A | -0.1% | +10.60% | 加碼 |
| 36 | RACE | Ferrari N.V. | -0.1% | -43.11% | 減碼 |
| 37 | OKE | Oneok Inc | -0.1% | — | 不變 |
| 38 | ABBV | Abbvie Inc | -0.1% | — | 不變 |
| 39 | UBER | Uber Technologies Inc | -0.1% | EXIT | 清倉 |
| 40 | ICLR | ICON Public Limited Company | -0.2% | EXIT | 清倉 |
| 41 | STE | STERIS plc | -0.2% | EXIT | 清倉 |
| 42 | AZNN | Astrazeneca Plc-spons Adr | -0.2% | EXIT | 清倉 |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | EXIT | 清倉 |
| 44 | AMLP | Alerian Mlp ETF | -0.2% | -5.90% | 減碼 |
| 45 | CSCO | Cisco Systems Inc | -0.4% | -37.95% | 減碼 |
| 46 | AEP | American Electric Power | -0.4% | -0.34% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.4% | +0.59% | 加碼 |
| 48 | BNY | Bank Of New York Mellon CORP | -0.6% | -30.32% | 減碼 |
| 49 | PFE | Pfizer Inc | -0.8% | EXIT | 清倉 |
| 50 | AAPL | Apple Inc | -0.8% | -13.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Granite Group Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 77 個公開持股部位。
在 Q2 2025 季度，Granite Group Advisors, LLC 按市值排列的前三大核心持股分別為：DIS (50.4%)、MSFT (3.9%)、PEP (2.0%)。其中最大持股部位 DIS 佔據整體投資組合約 50.4% 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
PM
市值: US$61.0萬
本季最大獲利了結 / 清倉標的
PFE
前期市值: US$119.2萬
在 Q2 2025 季度中，Granite Group Advisors, LLC 共進行了 39 項持倉異動，包含新建倉 6 個部位、加碼 13 個部位、減碼 14 個部位以及清倉 6 個部位。 其中最大新建倉標的為 PM。 本季清倉部位包含 PFE。
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。