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
149 檔
22.4%
在 Q3 2025 申報期間，Greatmark Investment Partners, Inc.（CIK: 0001540944）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$9.1億，共持有 149 個公開申報部位。
在 Q3 2025，Greatmark Investment Partners, Inc. 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 26 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
從部位權重觀察，前 5 大標的（包含 AFL, AXP, MSFT）累計市值佔比達 22.4%，是驅動 Greatmark Investment Partners, Inc. 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 | AFL | Aflac Inc | 股票-金融 | 6.72% | -0.37% | -0.30% | |
| 2 | AXP | American Express Co | 股票-金融 | 4.57% | +0.19% | -1.54% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.48% | -0.16% | -2.14% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.32% | +0.24% | -0.82% | |
| 5 | AN | Autonation Inc | 股票-循環性消費 | 4.21% | -0.34% | +0.36% | |
| 6 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.89% | -0.21% | -0.05% | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.87% | -0.26% | -1.53% | |
| 8 | QCOM | Qualcomm Inc | 股票-科技 | 3.54% | +0.96% | +1.53% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 3.54% | -0.80% | -3.88% | |
| 10 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 3.11% | -0.78% | +2.15% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.74% | -0.21% | +2.18% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.70% | -0.13% | +1.01% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.60% | +0.17% | -0.05% | |
| 14 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.54% | -0.08% | +4.28% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 2.45% | -0.08% | +0.08% | |
| 16 | DVN | Devon Energy CORP | 股票-能源 | 2.40% | -0.87% | +5.62% | |
| 17 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.27% | +0.03% | -0.13% | |
| 18 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.12% | +0.14% | +1.62% | |
| 19 | RH | Rh | 股票-循環性消費 | 1.97% | +0.52% | +8.59% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.75% | -0.02% | -0.32% | |
| 21 | GWW | Ww Grainger Inc | 股票-工業 | 1.60% | +0.27% | -0.97% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.44% | +0.01% | -0.18% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.42% | +0.06% | -1.17% | |
| 24 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.37% | +0.37% | +23.85% | |
| 25 | ITW | Illinois Tool Works | 股票-工業 | 1.31% | -0.07% | -0.26% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | +0.09% | -1.22% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | +0.05% | -3.14% | |
| 28 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.10% | +0.29% | -2.46% | |
| 29 | UPS | United Parcel Service-cl B | 股票-工業 | 1.06% | -0.61% | -1.63% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 1.02% | +0.43% | -0.93% | |
| 31 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.99% | -0.02% | -0.48% | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 0.98% | -0.04% | -0.62% | |
| 33 | PDS | Precision Drilling CORP | 股票-其他 | 0.82% | -0.39% | +1.15% | |
| 34 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.76% | -0.07% | +4.77% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.70% | — | -2.22% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.20% | -0.42% | |
| 37 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.58% | -0.13% | -0.23% | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 0.58% | -0.04% | -0.07% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.83% | EXIT | |
| 40 | GPN | Global Payments Inc | 股票-工業 | 0.51% | — | -0.99% | |
| 41 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.49% | -0.01% | +1.55% | |
| 42 | BLDR | Builders Firstsource Inc | 股票-工業 | 0.48% | +0.30% | +8.75% | |
| 43 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | -0.10% | -0.08% | |
| 44 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.45% | -0.01% | +0.12% | |
| 45 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.42% | +0.03% | -2.83% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.40% | -0.07% | -0.38% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.39% | -0.08% | -4.24% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.39% | -0.02% | -0.61% | |
| 49 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.38% | +0.07% | +12.29% | |
| 50 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.37% | +0.08% | +2.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AN | Autonation Inc | +0.8% | +0.36% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.7% | -2.14% | 減碼 |
| 3 | MPC | Marathon Petroleum CORP | +0.6% | -0.05% | 加碼 |
| 4 | ASO | Academy Sports & Outdoors In | +0.6% | +2.15% | 加碼 |
| 5 | RH | Rh | +0.4% | +8.59% | 加碼 |
| 6 | BLDR | Builders Firstsource Inc | +0.4% | +8.75% | 加碼 |
| 7 | AXP | American Express Co | +0.3% | -1.54% | 減碼 |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | -1.53% | 減碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.29% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.2% | -3.88% | 減碼 |
| 11 | PDS | Precision Drilling CORP | +0.1% | +1.15% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.05% | 加碼 |
| 13 | IPGP | Ipg Photonics CORP | +0.1% | -0.65% | 加碼 |
| 14 | ORCL | Oracle CORP | +0.1% | -0.33% | 加碼 |
| 15 | WSM | Williams-sonoma Inc | +0.1% | +2.05% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.1% | -6.86% | 減碼 |
| 17 | URI | United Rentals Inc | +0.1% | — | 減碼 |
| 18 | WBD | Warner Bros Discovery Inc | +0.1% | -2.22% | 減碼 |
| 19 | PYPL | Paypal Holdings Inc | +0.1% | +4.28% | 加碼 |
| 20 | GD | General Dynamics CORP | +0.1% | -0.62% | 減碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | — | 加碼 |
| 22 | BAC | Bank Of America CORP | +0.1% | -1.22% | 減碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +1.01% | 加碼 |
| 24 | SMG | Scotts Miracle-gro Co | +0.1% | +3.93% | 加碼 |
| 25 | LOW | Lowe's Cos Inc | 0% | +2.18% | 加碼 |
| 26 | CGCP | Cap Group Core Plus Income | 0% | +8.01% | 加碼 |
| 27 | WMT | Walmart Inc | 0% | -0.38% | 加碼 |
| 28 | EMR | Emerson Electric Co | — | -2.22% | 減碼 |
| 29 | QCOM | Qualcomm Inc | 0% | +1.53% | 加碼 |
| 30 | BKNG | Booking Holdings Inc | 0% | -1.17% | 減碼 |
| 31 | AAPL | Apple Inc | 0% | -0.82% | 減碼 |
| 32 | WHR | Whirlpool CORP | 0% | +4.77% | 加碼 |
| 33 | DVN | Devon Energy CORP | 0% | +5.62% | 加碼 |
| 34 | CSCO | Cisco Systems Inc | -0.1% | -0.93% | 減碼 |
| 35 | CVS | Cvs Health CORP | -0.1% | -2.46% | 減碼 |
| 36 | ABBV | Abbvie Inc | -0.1% | -3.14% | 減碼 |
| 37 | TRV | Travelers Cos Inc/the | -0.1% | +1.62% | 加碼 |
| 38 | HD | Home Depot Inc | -0.1% | -0.32% | 減碼 |
| 39 | LDUR | Pimco Enhanced Low Duration | -0.1% | -12.68% | 減碼 |
| 40 | GILD | Gilead Sciences Inc | -0.1% | -4.24% | 減碼 |
| 41 | GIS | General Mills Inc | -0.1% | +3.68% | 加碼 |
| 42 | GPN | Global Payments Inc | -0.2% | -0.99% | 減碼 |
| 43 | AMP | Ameriprise Financial Inc | -0.2% | -0.13% | 加碼 |
| 44 | APD | Air Products & Chemicals Inc | -0.2% | +2.64% | 減碼 |
| 45 | GWW | Ww Grainger Inc | -0.3% | -0.97% | 減碼 |
| 46 | KO | Coca-cola Co/the | -0.3% | -0.18% | 加碼 |
| 47 | TGT | Target CORP | -0.4% | -1.19% | 減碼 |
| 48 | AMGN | Amgen Inc | -0.6% | +0.08% | 加碼 |
| 49 | UPS | United Parcel Service-cl B | -0.6% | -1.63% | 減碼 |
| 50 | PSKY | Paramount Skydance Cl B | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Greatmark Investment Partners, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$9.1億，共申報了 149 個公開持股部位。
在 Q3 2025 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分別為：AFL (6.7%)、AXP (4.6%)、MSFT (4.5%)。其中最大持股部位 AFL 佔據整體投資組合約 6.7% 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
PSKY
市值: US$214.7萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$3180.9萬
在 Q3 2025 季度中，Greatmark Investment Partners, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 26 個部位、減碼 23 個部位以及清倉 0 個部位。 其中最大新建倉標的為 PSKY。
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。