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: 0001540944
申報總市值
US$9.1億
US$9.1億
141 檔
19.2%
Q1 2025 季度申報顯示，Greatmark Investment Partners, Inc. 揭露的美股組合總市值為 US$9.1億，涵蓋 141 個不同之權益投資部位。
在 Q1 2025，Greatmark Investment Partners, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 8 個新部位，並對 23 個既有持股進行加碼（合計增持 31 檔），相較減碼與清倉部位顯著佔優。
整體而言，Greatmark Investment Partners, Inc. 的前 5 大持股（包含 AFL, AAPL, AXP）貢獻了組合市值的 19.2%，形成該機構在 Q1 2025 季度的基本面基石。
| # | 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 | AFL | Aflac Inc | 股票-金融 | 7.67% | -0.37% | -0.89% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.34% | +0.24% | -0.02% | |
| 3 | AXP | American Express Co | 股票-金融 | 4.27% | +0.19% | -1.70% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.81% | -0.16% | -0.10% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.61% | -0.26% | +2.05% | |
| 6 | QCOM | Qualcomm Inc | 股票-科技 | 3.55% | +0.96% | +0.92% | |
| 7 | AN | Autonation Inc | 股票-循環性消費 | 3.40% | -0.34% | +5.29% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 3.38% | -0.80% | +0.29% | |
| 9 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.25% | -0.21% | +1.62% | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 3.00% | -0.08% | +2.65% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.70% | -0.21% | +3.85% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.65% | -0.13% | +4.51% | |
| 13 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 2.53% | -0.78% | +34.20% | |
| 14 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.50% | +0.03% | +1.63% | |
| 15 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.47% | -0.08% | +2.01% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.47% | +0.17% | +3.09% | |
| 17 | DVN | Devon Energy CORP | 股票-能源 | 2.43% | -0.87% | +7.94% | |
| 18 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.20% | +0.14% | +2.99% | |
| 19 | GWW | Ww Grainger Inc | 股票-工業 | 1.92% | +0.27% | -1.98% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.83% | -0.02% | -1.40% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.77% | +0.01% | +0.87% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 1.70% | -0.61% | +5.43% | |
| 23 | RH | Rh | 股票-循環性消費 | 1.57% | +0.52% | +9.36% | |
| 24 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.55% | +0.37% | +9.00% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.45% | -0.07% | -1.13% | |
| 26 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.43% | +0.06% | -1.52% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.18% | +0.05% | +0.19% | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.17% | +0.29% | -1.37% | |
| 29 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 1.08% | -0.02% | +0.46% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.07% | +0.43% | -0.51% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | +0.09% | -1.29% | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 0.91% | -0.04% | +7.40% | |
| 33 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.78% | -0.07% | +12.60% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 0.70% | — | -1.01% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.69% | -0.13% | -0.22% | |
| 36 | GPN | Global Payments Inc | 股票-工業 | 0.69% | — | -3.22% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.83% | EXIT | |
| 38 | PDS | Precision Drilling CORP | 股票-其他 | 0.68% | -0.39% | +15.93% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.20% | +0.05% | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.63% | — | -0.40% | |
| 41 | SO | Southern Co/the | 股票-公用事業 | 0.62% | -0.04% | -0.87% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.58% | -0.01% | +0.82% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | -0.10% | -2.52% | |
| 44 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.50% | -0.01% | +5.99% | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.50% | -0.08% | -0.27% | |
| 46 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.48% | -0.01% | +0.73% | |
| 47 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.48% | +0.03% | -0.88% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.44% | -0.02% | +0.18% | |
| 49 | GIS | General Mills Inc | 股票-非循環性消費 | 0.43% | -0.03% | +4.83% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.41% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +3.5% | +2.05% | 加碼 |
| 2 | AFL | Aflac Inc | +2.8% | -0.89% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +2.3% | +3.09% | 加碼 |
| 4 | TRV | Travelers Cos Inc/the | +1.5% | +2.99% | 加碼 |
| 5 | RH | Rh | +1.4% | +9.36% | 加碼 |
| 6 | AMGN | Amgen Inc | +1.4% | +2.65% | 加碼 |
| 7 | BKNG | Booking Holdings Inc | +1.3% | -1.52% | 加碼 |
| 8 | PYPL | Paypal Holdings Inc | +1.1% | +2.01% | 加碼 |
| 9 | AMP | Ameriprise Financial Inc | +0.9% | +1.63% | 加碼 |
| 10 | MPC | Marathon Petroleum CORP | +0.9% | +1.62% | 減碼 |
| 11 | AXP | American Express Co | +0.8% | -1.70% | 加碼 |
| 12 | DVN | Devon Energy CORP | +0.6% | +7.94% | 加碼 |
| 13 | VZ | Verizon Communications Inc | +0.6% | -0.22% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.4% | +7.04% | 加碼 |
| 15 | GWW | Ww Grainger Inc | +0.3% | -1.98% | 減碼 |
| 16 | VGM | Invesco Trust For Investmen | +0.3% | +7.81% | 加碼 |
| 17 | GD | General Dynamics CORP | +0.3% | +7.40% | 加碼 |
| 18 | WHR | Whirlpool CORP | +0.3% | +12.60% | 加碼 |
| 19 | ELV | Elevance Health Inc | +0.3% | +9.00% | 加碼 |
| 20 | CVX | Chevron CORP | +0.3% | +0.05% | 加碼 |
| 21 | LOW | Lowe's Cos Inc | +0.2% | +3.85% | 加碼 |
| 22 | PDS | Precision Drilling CORP | +0.2% | +15.93% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +4.51% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +0.19% | 減碼 |
| 25 | QCOM | Qualcomm Inc | -0.4% | +0.92% | 加碼 |
| 26 | BAC | Bank Of America CORP | -0.8% | -1.29% | 減碼 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -1% | -0.88% | 減碼 |
| 28 | CSCO | Cisco Systems Inc | -1.1% | -0.51% | 減碼 |
| 29 | LDUR | Pimco Enhanced Low Duration | -1.4% | -15.89% | 減碼 |
| 30 | UPS | United Parcel Service-cl B | -1.6% | +5.43% | 加碼 |
| 31 | GPN | Global Payments Inc | -1.8% | -3.22% | 減碼 |
| 32 | CVS | Cvs Health CORP | -2% | -1.37% | 減碼 |
| 33 | WFC | Wells Fargo & Co | -2.3% | -9.64% | 減碼 |
| 34 | TGT | Target CORP | -4% | -0.40% | 減碼 |
| 35 | AN | Autonation Inc | — | NEW | 新建倉 |
| 36 | NFLX | Netflix Inc | — | NEW | 新建倉 |
| 37 | KSS | Kohls CORP | — | EXIT | 清倉 |
| 38 | ASO | Academy Sports & Outdoors In | — | NEW | 新建倉 |
| 39 | INTC | Intel CORP | — | EXIT | 清倉 |
| 40 | JPC | Nuveen Prefered & Income Opp | — | NEW | 新建倉 |
| 41 | DISCKUSD | Discovery Inc-c | — | EXIT | 清倉 |
| 42 | APD | Air Products & Chemicals Inc | — | NEW | 新建倉 |
| 43 | NAD | Nuveen Quality Municipal Income Fund | — | EXIT | 清倉 |
| 44 | NZF | Nuveen Municipal Credit Inc | — | NEW | 新建倉 |
| 45 | ✓ | Nuveen Ga Quality Muni Inc | — | EXIT | 清倉 |
| 46 | IEF | Ishares 7-10 Year Treasury B | — | NEW | 新建倉 |
| 47 | BIIB | Biogen Inc | — | EXIT | 清倉 |
| 48 | ZBH | Zimmer Biomet Holdings Inc | — | NEW | 新建倉 |
| 49 | COHREUR | Coherent Inc | — | EXIT | 清倉 |
| 50 | ✓ | Nuveen Pfd & Income 2022 Ter | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Greatmark Investment Partners, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$9.1億，共申報了 141 個公開持股部位。
在 Q1 2025 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分別為：AFL (7.7%)、AAPL (4.3%)、AXP (4.3%)。其中最大持股部位 AFL 佔據整體投資組合約 7.7% 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
AN
市值: US$2495.9萬
本季最大獲利了結 / 清倉標的
KSS
前期市值: US$1962.3萬
在 Q1 2025 季度中，Greatmark Investment Partners, Inc. 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 23 個部位、減碼 11 個部位以及清倉 8 個部位。 其中最大新建倉標的為 AN。 本季清倉部位包含 KSS。
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。