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: 0001283072
申報總市值
US$158.9億
US$158.9億
1570 檔
15.5%
在 Q3 2025 申報期間，Guggenheim Capital LLC（CIK: 0001283072）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$158.9億，共持有 1570 個公開申報部位。
Guggenheim Capital LLC 於 Q3 2025 展現出進攻型調倉步調，本季推動了 8 檔股票的新建倉與 130 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，Guggenheim Capital LLC 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 15.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1570 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 | NVDA | Nvidia CORP | 股票-科技 | 4.59% | -0.02% | -2.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.80% | -0.28% | +0.86% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.56% | -0.08% | +0.26% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.13% | +0.36% | +17.61% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.75% | +0.09% | +1.33% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.20% | -0.01% | +1.46% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.86% | -0.20% | -1.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | +0.10% | -0.43% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.22% | +0.02% | -4.89% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.08% | -1.68% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | -0.20% | +1.11% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 1.00% | -0.23% | +5.22% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.21% | -2.79% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 0.95% | +0.08% | -5.72% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 0.83% | +0.99% | +2.49% | |
| 16 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | +0.80% | +2.00% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.75% | -0.12% | +0.24% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.70% | -0.05% | +2.72% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | +1.19% | +0.37% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | — | +65.48% | |
| 21 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.64% | -0.05% | -1.49% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 0.62% | -0.15% | -1.32% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.62% | -0.16% | +1.59% | |
| 24 | MU | Micron Technology Inc | 股票-科技 | 0.61% | +2.19% | +2.20% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.05% | -5.12% | |
| 26 | ADBE | Adobe Inc | 股票-科技 | 0.56% | -0.15% | +15.32% | |
| 27 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.52% | -0.01% | +85.94% | |
| 28 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.09% | +3.89% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.08% | +0.50% | |
| 30 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.50% | +0.01% | +14.35% | |
| 31 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.49% | -0.10% | -4.25% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.46% | -0.11% | +4.95% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.46% | +0.25% | -6.25% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | -0.13% | +1.04% | |
| 35 | SNPS | Synopsys Inc | 股票-科技 | 0.44% | -0.04% | +12.90% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.44% | -0.05% | +1.84% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.08% | +16.44% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.43% | -0.12% | -5.72% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | -0.04% | +3.69% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.42% | +0.42% | -2.62% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.42% | -0.12% | +1.27% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.12% | +9.98% | |
| 43 | APP | Applovin Corp-class A | 股票-科技 | 0.41% | +0.07% | +5.81% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.41% | -0.08% | -5.17% | |
| 45 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.40% | -0.06% | +15.39% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | -0.01% | +4.73% | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.39% | +0.02% | -0.66% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.37% | -0.40% | EXIT | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.37% | -0.09% | +10.44% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.22% | +0.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -2.76% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1.2% | +1.33% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | +0.86% | 加碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.43% | 加碼 |
| 5 | SLV | Ishares Silver Trust | +0.5% | +85.94% | 加碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.4% | +65.48% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.4% | -4.89% | 加碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.4% | +0.24% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | -1.68% | 加碼 |
| 10 | LRCX | Lam Research CORP | +0.3% | +2.49% | 加碼 |
| 11 | SHOP | Shopify Inc - Class A | +0.3% | +0.22% | 加碼 |
| 12 | MU | Micron Technology Inc | +0.3% | +2.20% | 加碼 |
| 13 | AAPL | Apple Inc | +0.3% | +0.26% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.3% | +5.22% | 加碼 |
| 15 | APP | Applovin Corp-class A | +0.2% | +5.81% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | -1.61% | 加碼 |
| 17 | AMD | Advanced Micro Devices | +0.2% | +0.37% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +1.46% | 加碼 |
| 19 | DASH | Doordash Inc - A | +0.2% | +14.35% | 加碼 |
| 20 | AMAT | Applied Materials Inc | +0.2% | +2.00% | 加碼 |
| 21 | KLAC | Kla CORP | +0.1% | -2.62% | 加碼 |
| 22 | CEG | Constellation Energy | +0.1% | +5.05% | 加碼 |
| 23 | ORLY | O'reilly Automotive Inc | +0.1% | +15.39% | 加碼 |
| 24 | INTC | Intel CORP | +0.1% | +3.31% | 加碼 |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.97% | 加碼 |
| 26 | SNPS | Synopsys Inc | +0.1% | +12.90% | 加碼 |
| 27 | MRVL | Marvell Technology Inc | +0.1% | +20.94% | 加碼 |
| 28 | NOC | Northrop Grumman CORP | +0.1% | +17.85% | 加碼 |
| 29 | ANET | Arista Networks Inc | +0.1% | +7.80% | 加碼 |
| 30 | ORCL | Oracle CORP | +0.1% | +10.78% | 加碼 |
| 31 | GE | General Electric | +0.1% | +141.10% | 加碼 |
| 32 | WDAY | Workday Inc-class A | +0.1% | +27.87% | 加碼 |
| 33 | NEM | Newmont CORP | +0.1% | +1.68% | 加碼 |
| 34 | JMBS | Janus Henderson Mortg Backed | +0.1% | +35.82% | 加碼 |
| 35 | WMT | Walmart Inc | +0.1% | +9.29% | 加碼 |
| 36 | CDNS | Cadence Design Sys Inc | +0.1% | +2.66% | 加碼 |
| 37 | WELL | Welltower Inc | +0.1% | +21.11% | 加碼 |
| 38 | AEM | Agnico Eagle Mines LTD | +0.1% | +10.04% | 加碼 |
| 39 | WBD | Warner Bros Discovery Inc | +0.1% | +25.81% | 加碼 |
| 40 | SNOW | Snowflake Inc | +0.1% | +3.04% | 加碼 |
| 41 | XEL | Xcel Energy Inc | +0.1% | +12.67% | 加碼 |
| 42 | PML | Pimco Municipal Income Fd Ii | +0.1% | +77.16% | 加碼 |
| 43 | TJX | Tjx Companies Inc | +0.1% | +17.05% | 加碼 |
| 44 | MCK | Mckesson CORP | +0.1% | +291.62% | 加碼 |
| 45 | ECL | Ecolab Inc | +0.1% | +164.78% | 加碼 |
| 46 | BKNG | Booking Holdings Inc | 0% | -1.49% | 加碼 |
| 47 | GS | Goldman Sachs Group Inc | 0% | +4.73% | 減碼 |
| 48 | ADI | Analog Devices Inc | 0% | -0.66% | 加碼 |
| 49 | DDOG | Datadog Inc - Class A | 0% | +5.50% | 加碼 |
| 50 | ZS | Zscaler Inc | 0% | +3.50% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Guggenheim Capital LLC 在 Q3 2025 季度的美股持倉總市值約為 US$158.9億，共申報了 1570 個公開持股部位。
在 Q3 2025 季度，Guggenheim Capital LLC 按市值排列的前三大核心持股分別為：NVDA (4.6%)、MSFT (3.8%)、AAPL (3.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.6% 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
B
市值: US$2164.9萬
本季最大獲利了結 / 清倉標的
ABX
前期市值: US$1200.1萬
在 Q3 2025 季度中，Guggenheim Capital LLC 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 130 個部位、減碼 51 個部位以及清倉 11 個部位。 其中最大新建倉標的為 B。 本季清倉部位包含 ABX。
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。