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: 0001352662
申報總市值
US$444.0億
US$444.0億
599 檔
19.9%
Grantham, Mayo, Van Otterloo & Co. LLC 在 Q3 2025 季度的美股部位總計估值為 US$444.0億，分散於 599 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Grantham, Mayo, Van Otterloo & Co. LLC 於 Q3 2025 季度持續回收資金，對 81 個既有部位進行裁減並清倉 35 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOGL, META）累計市值佔比達 19.9%，是驅動 Grantham, Mayo, Van Otterloo & Co. LLC 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 599 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 | MSFT | Microsoft CORP | 股票-科技 | 7.24% | -0.12% | +2.05% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.81% | -0.14% | -10.69% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.71% | -0.13% | +2.11% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.40% | -0.04% | +2.49% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 3.71% | +1.56% | +1.62% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.56% | -0.48% | +3.98% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.32% | — | -26.67% | |
| 8 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.09% | -0.54% | +4.63% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.93% | -0.06% | +15.69% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.62% | +0.13% | -8.24% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.60% | +0.45% | +24.52% | |
| 12 | CRM | Salesforce Inc | 股票-科技 | 2.55% | -0.55% | +28.85% | |
| 13 | USB | US Bancorp | 股票-金融 | 2.42% | -0.52% | +7.18% | |
| 14 | TXN | Texas Instruments Inc | 股票-科技 | 2.41% | +0.63% | +0.84% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.35% | +0.21% | +0.57% | |
| 16 | ACN | Accenture plc | 股票-科技 | 2.33% | -0.86% | +26.63% | |
| 17 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.30% | +0.03% | +23.69% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | -0.03% | -0.52% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.57% | -0.20% | +2.41% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.51% | +0.25% | +47.80% | |
| 21 | UBER | Uber Technologies Inc | 股票-工業 | 1.51% | -0.16% | +0.46% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.49% | -0.26% | +0.14% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 1.49% | +0.02% | -25.77% | |
| 24 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.48% | -0.70% | +1.04% | |
| 25 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.44% | -0.35% | +4.62% | |
| 26 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.41% | -0.29% | +0.95% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 1.33% | +0.91% | -22.38% | |
| 28 | CI | THE Cigna Group | 股票-醫療保健 | 1.33% | -0.17% | +5.85% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.31% | -0.11% | -0.64% | |
| 30 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.94% | -0.04% | -0.09% | |
| 31 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.62% | -0.20% | +32.72% | |
| 32 | PR | Permian Resources Corp-cl A | 股票-能源 | 0.48% | +0.02% | +24.72% | |
| 33 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.42% | +0.10% | -14.74% | |
| 34 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.35% | -0.09% | -11.00% | |
| 35 | TD | Toronto-dominion Bank | 股票-金融 | 0.35% | — | +96.43% | |
| 36 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.32% | -0.15% | -1.63% | |
| 37 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.31% | -0.08% | -1.13% | |
| 38 | ARMK | Aramark | 股票-工業 | 0.31% | +0.07% | +8.54% | |
| 39 | RUN | Sunrun Inc | 股票-科技 | 0.30% | -0.03% | -41.36% | |
| 40 | AMRC | Ameresco Inc-cl A | 股票-其他 | 0.30% | -0.02% | -16.73% | |
| 41 | SEDG | Solaredge Technologies Inc | 股票-科技 | 0.28% | -0.13% | -32.67% | |
| 42 | GE | General Electric | 股票-工業 | 0.26% | +0.01% | -18.56% | |
| 43 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.25% | -0.05% | -32.16% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.24% | -0.02% | +33.60% | |
| 45 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 0.24% | -0.08% | -2.72% | |
| 46 | NXE | Nexgen Energy LTD | 股票-其他 | 0.22% | -0.06% | -4.44% | |
| 47 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.21% | -0.09% | +21.58% | |
| 48 | ARRY | Array Technologies Inc | 股票-其他 | 0.20% | — | -5.64% | |
| 49 | MFC | Manulife Financial CORP | 股票-金融 | 0.20% | — | -24.49% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.18% | -0.03% | -8.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.7% | +1.62% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.7% | -8.24% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.6% | +2.05% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +1% | -10.69% | 減碼 |
| 5 | META | Meta Platforms Inc-class A | +1% | +2.11% | 加碼 |
| 6 | ORCL | Oracle CORP | +0.7% | -26.67% | 減碼 |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.7% | +15.69% | 加碼 |
| 8 | UBER | Uber Technologies Inc | +0.5% | +0.46% | 加碼 |
| 9 | CRM | Salesforce Inc | +0.3% | +28.85% | 加碼 |
| 10 | USB | US Bancorp | +0.3% | +7.18% | 加碼 |
| 11 | LLY | Eli Lilly & Co | +0.3% | +47.80% | 加碼 |
| 12 | TD | Toronto-dominion Bank | +0.2% | +96.43% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | -0.52% | 加碼 |
| 14 | AMRC | Ameresco Inc-cl A | +0.2% | -16.73% | 減碼 |
| 15 | KLAC | Kla CORP | +0.1% | -22.38% | 減碼 |
| 16 | NXE | Nexgen Energy LTD | +0.1% | -4.44% | 加碼 |
| 17 | ALLE | Allegion plc | +0.1% | -0.22% | 加碼 |
| 18 | NVDA | Nvidia CORP | +0.1% | +72.65% | 加碼 |
| 19 | RUN | Sunrun Inc | +0.1% | -41.36% | 減碼 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | +11.22% | 加碼 |
| 21 | AAON | Aaon Inc | +0.1% | +0.94% | 加碼 |
| 22 | HLT | Hilton Worldwide Holdings In | +0.1% | +1.04% | 加碼 |
| 23 | COP | Conocophillips | +0.1% | +60.78% | 加碼 |
| 24 | PSMT | Pricesmart Inc | +0.1% | +24.92% | 加碼 |
| 25 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +21.58% | 加碼 |
| 26 | ASML | ASML Holding N.V. | +0.1% | +313.95% | 加碼 |
| 27 | UAL | United Airlines Holdings Inc | +0.1% | -11.62% | 加碼 |
| 28 | GSK | Gsk Plc-spon Adr | +0.1% | -1.13% | 加碼 |
| 29 | ARMK | Aramark | +0.1% | +8.54% | 加碼 |
| 30 | SEDG | Solaredge Technologies Inc | +0.1% | -32.67% | 減碼 |
| 31 | PG | Procter & Gamble Co/the | +0.1% | +33.60% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.27% | 加碼 |
| 33 | FOX | Fox CORP - Class B | +0.1% | +83.91% | 加碼 |
| 34 | TJX | Tjx Companies Inc | 0% | +0.14% | 減碼 |
| 35 | ARRY | Array Technologies Inc | 0% | -5.64% | 減碼 |
| 36 | VIPS | Vipshop Holdings LTD - Adr | 0% | +173.37% | 加碼 |
| 37 | BMO | Bank Of Montreal | 0% | +28.98% | 加碼 |
| 38 | AMAT | Applied Materials Inc | 0% | +46.26% | 加碼 |
| 39 | TGT | Target CORP | 0% | +15.44% | 加碼 |
| 40 | EA | Electronic Arts Inc | 0% | +140.09% | 加碼 |
| 41 | FSLR | First Solar Inc | 0% | -30.31% | 減碼 |
| 42 | ACLS | Axcelis Technologies Inc | 0% | +0.41% | 減碼 |
| 43 | GPRE | Green Plains Inc | 0% | -2.83% | 減碼 |
| 44 | MEDP | Medpace Holdings Inc | 0% | +0.94% | 加碼 |
| 45 | CSX | Csx CORP | 0% | +1138.54% | 加碼 |
| 46 | PGR | Progressive CORP | 0% | +876.07% | 加碼 |
| 47 | MO | Altria Group Inc | 0% | -23.16% | 加碼 |
| 48 | CLNE | Clean Energy Fuels CORP | 0% | +2.05% | 減碼 |
| 49 | UL | Unilever PLC | 0% | -27.01% | 加碼 |
| 50 | CM | Can Imperial Bk Of Commerce | 0% | +21.89% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Grantham, Mayo, Van Otterloo & Co. LLC 在 Q3 2025 季度的美股持倉總市值約為 US$444.0億，共申報了 599 個公開持股部位。
在 Q3 2025 季度，Grantham, Mayo, Van Otterloo & Co. LLC 按市值排列的前三大核心持股分別為：MSFT (7.2%)、GOOGL (4.8%)、META (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.2% 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
TW
市值: US$2.2億
本季最大獲利了結 / 清倉標的
OTIS
前期市值: US$5.6億
在 Q3 2025 季度中，Grantham, Mayo, Van Otterloo & Co. LLC 共進行了 200 項持倉異動，包含新建倉 26 個部位、加碼 58 個部位、減碼 81 個部位以及清倉 35 個部位。 其中最大新建倉標的為 TW。 本季清倉部位包含 OTIS。
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。