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: 0002026645
申報總市值
US$2.2億
US$2.2億
307 檔
14.5%
Hager Investment Management Services, LLC 在 Q1 2025 季度的美股部位總計估值為 US$2.2億，分散於 307 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 Hager Investment Management Services, LLC 於 Q1 2025 季度持續回收資金，對 31 個既有部位進行裁減並清倉 1 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 AAPL, MSFT, NVDA）累計市值佔比達 14.5%，是驅動 Hager Investment Management Services, 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 307 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 | AAPL | Apple Inc | 股票-科技 | 5.71% | -0.30% | -8.29% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | -0.15% | -8.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.34% | -0.21% | -10.96% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.34% | +0.05% | -12.99% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.24% | -0.05% | -3.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.00% | -0.15% | -1.87% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.97% | -0.45% | -28.56% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 2.72% | -0.34% | -1.08% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.68% | -0.52% | -2.94% | |
| 10 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 2.56% | -0.33% | -0.92% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.54% | -0.16% | +1.46% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.20% | -3.68% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.37% | +0.10% | +1.38% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 2.36% | -0.26% | +2.75% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 2.35% | -0.57% | -3.02% | |
| 16 | MRVL | Marvell Technology Inc | 股票-科技 | 2.30% | +1.44% | -5.62% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.83% | -0.18% | +0.50% | |
| 18 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 1.78% | -0.21% | +6.42% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.77% | -0.04% | +0.75% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.57% | -0.22% | +8.16% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.57% | — | +18.91% | |
| 22 | CEG | Constellation Energy | 股票-公用事業 | 1.44% | -0.23% | -11.21% | |
| 23 | EME | Emcor Group Inc | 股票-工業 | 1.42% | -0.16% | -1.12% | |
| 24 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.32% | -0.14% | +4.17% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 1.30% | +0.17% | -2.47% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.29% | -0.03% | -15.32% | |
| 27 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.20% | +0.07% | -6.51% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.19% | -0.03% | +308.44% | |
| 29 | PWR | Quanta Services Inc | 股票-工業 | 1.15% | -0.05% | +0.82% | |
| 30 | LNG | Cheniere Energy Inc | 股票-能源 | 1.14% | -0.35% | -3.68% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 1.11% | -0.07% | +2.69% | |
| 32 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.95% | -0.20% | +5.52% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | -0.10% | -4.31% | |
| 34 | CCJ | Cameco CORP | 股票-能源 | 0.88% | -0.36% | +1.25% | |
| 35 | EVR | Evercore Inc - A | 股票-金融 | 0.88% | -0.10% | +14.55% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.79% | -0.11% | -2.09% | |
| 37 | PRU | Prudential Financial Inc | 股票-金融 | 0.75% | -0.01% | -18.42% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.04% | +262.73% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.73% | -0.02% | +38.97% | |
| 40 | AZO | Autozone Inc | 股票-循環性消費 | 0.73% | -0.03% | EXIT | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.73% | +0.29% | +159.44% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | -0.07% | -1.11% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.63% | -0.02% | -6.89% | |
| 44 | MCK | Mckesson CORP | 股票-醫療保健 | 0.62% | -0.11% | -4.71% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.60% | -0.11% | -2.10% | |
| 46 | CARR | Carrier Global CORP | 股票-工業 | 0.59% | — | +3.09% | |
| 47 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.58% | -0.02% | +8.37% | |
| 48 | EQIX | Equinix Inc | 股票-房地產 | 0.55% | -0.02% | -12.42% | |
| 49 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.55% | -0.13% | +5.02% | |
| 50 | O | Realty Income CORP | 股票-房地產 | 0.54% | -0.03% | +21.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.9% | +308.44% | 加碼 |
| 2 | AZO | Autozone Inc | +0.7% | NEW | 新建倉 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | +262.73% | 加碼 |
| 4 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | +0.50% | 加碼 |
| 5 | GLW | Corning Inc | +0.5% | +159.44% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.4% | -3.49% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.4% | +2.75% | 加碼 |
| 8 | SCHW | Schwab (charles) CORP | +0.4% | +8.16% | 加碼 |
| 9 | AMGN | Amgen Inc | +0.3% | +2.69% | 加碼 |
| 10 | AXP | American Express Co | +0.2% | +38.97% | 加碼 |
| 11 | NWE | Northwestern Energy Group In | +0.2% | +52.67% | 加碼 |
| 12 | O | Realty Income CORP | +0.2% | +21.38% | 加碼 |
| 13 | ABBV | Abbvie Inc | +0.2% | -1.11% | 減碼 |
| 14 | RTX | Rtx CORP | +0.2% | -2.09% | 減碼 |
| 15 | CFG | Citizens Financial Group | +0.2% | +90.58% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | -3.02% | 減碼 |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +1775.00% | 加碼 |
| 18 | HD | Home Depot Inc | +0.1% | +0.75% | 加碼 |
| 19 | V | Visa Inc-class A Shares | +0.1% | -15.32% | 減碼 |
| 20 | CGBD | Carlyle Secured Lending Inc | — | -0.92% | 減碼 |
| 21 | CAT | Caterpillar Inc | 0% | -2.47% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | 0% | -4.31% | 減碼 |
| 23 | AMZN | Amazon.com Inc | 0% | +1.46% | 加碼 |
| 24 | CMI | Cummins Inc | -0.1% | -47.51% | 減碼 |
| 25 | EVR | Evercore Inc - A | -0.1% | +14.55% | 加碼 |
| 26 | OBDC | Blue Owl Capital CORP | -0.1% | -58.28% | 減碼 |
| 27 | ALB | Albemarle CORP | -0.1% | -20.29% | 減碼 |
| 28 | CCJ | Cameco CORP | -0.1% | +1.25% | 加碼 |
| 29 | EQIX | Equinix Inc | -0.1% | -12.42% | 減碼 |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -28.17% | 減碼 |
| 31 | PWR | Quanta Services Inc | -0.1% | +0.82% | 加碼 |
| 32 | PRU | Prudential Financial Inc | -0.1% | -18.42% | 減碼 |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | -41.84% | 減碼 |
| 34 | ADBE | Adobe Inc | -0.1% | -59.34% | 減碼 |
| 35 | EME | Emcor Group Inc | -0.2% | -1.12% | 減碼 |
| 36 | TOL | Toll Brothers Inc | -0.2% | -6.51% | 減碼 |
| 37 | CEG | Constellation Energy | -0.2% | -11.21% | 減碼 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -50.67% | 減碼 |
| 39 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | EXIT | 清倉 |
| 40 | TSLA | Tesla Inc | -0.3% | -6.89% | 減碼 |
| 41 | AMD | Advanced Micro Devices | -0.3% | -79.78% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.87% | 減碼 |
| 43 | VUSB | Vanguard Ultra Short Bond Et | -0.3% | -53.53% | 減碼 |
| 44 | PLTR | Palantir Technologies Inc-a | -0.4% | -28.56% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.4% | -8.11% | 減碼 |
| 46 | AAPL | Apple Inc | -0.6% | -8.29% | 減碼 |
| 47 | CMG | Chipotle Mexican Grill Inc | -0.6% | -61.67% | 減碼 |
| 48 | NVDA | Nvidia CORP | -1.1% | -10.96% | 減碼 |
| 49 | MRVL | Marvell Technology Inc | -1.6% | -5.62% | 減碼 |
| 50 | AVGO | Broadcom Inc | -1.8% | -12.99% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hager Investment Management Services, LLC 在 Q1 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 307 個公開持股部位。
在 Q1 2025 季度，Hager Investment Management Services, LLC 按市值排列的前三大核心持股分別為：AAPL (5.7%)、MSFT (4.4%)、NVDA (4.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.7% 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
AZO
市值: US$104.9萬
本季最大獲利了結 / 清倉標的
QQQM
前期市值: US$31.7萬
在 Q1 2025 季度中，Hager Investment Management Services, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 17 個部位、減碼 31 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AZO。 本季清倉部位包含 QQQM。
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。