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: 0002025409
申報總市值
US$2.0億
US$2.0億
54 檔
30.1%
在 Q1 2025 申報期間，Greater Midwest Financial Group, LLC（CIK: 0002025409）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.0億，共持有 54 個公開申報部位。
Greater Midwest Financial Group, LLC 於 Q1 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 28 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Greater Midwest Financial Group, LLC 的前 5 大核心持股（包含 MSFT, AVUV, GPIX 等）合計佔整體申報市值的 30.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
DELL
市值: US$167.8萬
本季最大獲利了結 / 清倉標的
PYPL
前期市值: US$179.2萬
| # | 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 | 10.51% | -0.29% | +1.94% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 8.76% | +0.32% | +5.89% | |
| 3 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 7.87% | — | +3.42% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.52% | +0.23% | +1.53% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 7.44% | +0.03% | -11.36% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.28% | +0.70% | +1.85% | |
| 7 | CRM | Salesforce Inc | 股票-科技 | 4.01% | -0.18% | EXIT | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.56% | — | +7.12% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 3.44% | -0.84% | +20.09% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.27% | -0.10% | +31.45% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.08% | +0.23% | +5.73% | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.36% | — | -18.00% | |
| 13 | AMAT | Applied Materials Inc | 股票-科技 | 2.01% | +0.19% | NEW | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.88% | +0.04% | +4.92% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.83% | +0.27% | -1.20% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.83% | +0.02% | -1.81% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.82% | +0.15% | +6.61% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.57% | +0.21% | +442.53% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.49% | +0.01% | +11.62% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.44% | +0.12% | NEW | |
| 21 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.42% | — | +3.15% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | +0.01% | +10.52% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 1.27% | +2.57% | +9.31% | |
| 24 | DELL | Dell Technologies -c | 股票-科技 | 1.17% | +0.15% | NEW | |
| 25 | ALL | Allstate CORP | 股票-金融 | 1.12% | +0.01% | +3.65% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.09% | — | -12.38% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.82% | — | -5.03% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.77% | +0.45% | +0.53% | |
| 29 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | +0.81% | +8.88% | |
| 30 | MCK | Mckesson CORP | 股票-醫療保健 | 0.70% | +0.05% | +0.14% | |
| 31 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 0.60% | -0.02% | -5.84% | |
| 32 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.05% | +6.12% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.50% | -0.02% | +0.36% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.38% | +0.26% | -6.03% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.37% | -0.02% | +0.21% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | +0.02% | +0.21% | |
| 37 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.31% | -0.02% | -13.36% | |
| 38 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-其他 | 0.31% | -0.02% | — | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.30% | +0.08% | -93.84% | |
| 40 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 0.28% | -0.01% | — | |
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.28% | +0.01% | -0.27% | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.26% | +0.01% | +6.59% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.25% | +0.56% | -16.38% | |
| 44 | USB | US Bancorp | 股票-金融 | 0.22% | +0.02% | -4.38% | |
| 45 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 0.20% | -0.16% | EXIT | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.19% | — | +0.66% | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.19% | — | +0.56% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.19% | +0.07% | +0.39% | |
| 49 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.19% | — | -36.61% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.19% | +0.01% | +23.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +442.53% | 加碼 |
| 2 | DELL | Dell Technologies -c | +1.2% | NEW | 新建倉 |
| 3 | META | Meta Platforms Inc-class A | +1% | +31.45% | 加碼 |
| 4 | NFLX | Netflix Inc | +1% | +20.09% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +5.73% | 加碼 |
| 6 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.5% | +3.42% | 加碼 |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.5% | +7.12% | 加碼 |
| 8 | AVUV | Avantis US Small Cap Value | +0.4% | +5.89% | 加碼 |
| 9 | IBTO | Ishares Ibonds Dec 2033 Tres | +0.3% | NEW | 新建倉 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +4.92% | 加碼 |
| 11 | IBDZ | Isharesibondsdec2034tmcorp | +0.3% | NEW | 新建倉 |
| 12 | JNJ | Johnson & Johnson | +0.3% | +10.52% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +15.59% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.2% | +9.31% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +11.62% | 加碼 |
| 16 | ALL | Allstate CORP | +0.2% | +3.65% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -1.20% | 減碼 |
| 18 | MCK | Mckesson CORP | +0.2% | +0.14% | 加碼 |
| 19 | ABT | Abbott Laboratories | +0.2% | +6.12% | 加碼 |
| 20 | PGR | Progressive CORP | +0.1% | NEW | 新建倉 |
| 21 | LLY | Eli Lilly & Co | +0.1% | +0.53% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +0.21% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | +5.51% | 加碼 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +6.59% | 加碼 |
| 25 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.36% | 加碼 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.57% | 加碼 |
| 27 | DGRO | Ishares Core Dividend Growth | 0% | -5.03% | 減碼 |
| 28 | REGN | Regeneron Pharmaceuticals | 0% | +3.15% | 加碼 |
| 29 | PLTR | Palantir Technologies Inc-a | 0% | -18.00% | 減碼 |
| 30 | AMD | Advanced Micro Devices | 0% | +8.88% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | — | -0.27% | 減碼 |
| 32 | MSFT | Microsoft CORP | 0% | +1.94% | 加碼 |
| 33 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | -13.36% | 減碼 |
| 34 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | -12.38% | 減碼 |
| 35 | USB | US Bancorp | 0% | -4.38% | 減碼 |
| 36 | ORCL | Oracle CORP | 0% | +0.21% | 加碼 |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | -6.03% | 減碼 |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -16.38% | 減碼 |
| 39 | FDVV | Fidelity High Dividend ETF | -0.1% | -36.61% | 減碼 |
| 40 | VZ | Verizon Communications Inc | -0.1% | EXIT | 清倉 |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | 清倉 |
| 42 | TGT | Target CORP | -0.2% | EXIT | 清倉 |
| 43 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
| 44 | TSLA | Tesla Inc | -0.2% | EXIT | 清倉 |
| 45 | AMZN | Amazon.com Inc | -0.2% | +1.53% | 加碼 |
| 46 | CRM | Salesforce Inc | -0.3% | +4.48% | 加碼 |
| 47 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.85% | 加碼 |
| 48 | PYPL | Paypal Holdings Inc | -1.1% | EXIT | 清倉 |
| 49 | AAPL | Apple Inc | -1.2% | -11.36% | 減碼 |
| 50 | AVGO | Broadcom Inc | -5.9% | -93.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Greater Midwest Financial Group, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 54 個公開持股部位。
在 Q1 2025 季度，Greater Midwest Financial Group, LLC 按市值排列的前三大核心持股分別為：MSFT (10.5%)、AVUV (8.8%)、GPIX (7.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.5% 的權重。
在 Q1 2025 季度中，Greater Midwest Financial Group, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 28 個部位、減碼 12 個部位以及清倉 6 個部位。 其中最大新建倉標的為 DELL。 本季清倉部位包含 PYPL。
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。