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
287 檔
18.3%
在 Q2 2025 的 13F 官方備案中，Hager Investment Management Services, LLC 管理的美股投資組合規模來到 US$2.2億，整體持股檔數為 287 檔。
在 Q2 2025，Hager Investment Management Services, LLC 進行了溫和的常態性持倉調整（包含新建倉 3 檔、加碼 24 檔、減碼 22 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 AVGO, NVDA, MSFT）累計市值佔比達 18.3%，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 287 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 | AVGO | Broadcom Inc | 股票-科技 | 5.78% | +0.05% | -5.18% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.21% | -0.21% | -3.38% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.83% | -0.15% | -3.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.41% | -0.30% | -2.04% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.49% | -0.45% | -14.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.95% | -0.15% | +1.07% | |
| 7 | NFLX | Netflix Inc | 股票-通訊服務 | 2.86% | -0.26% | -1.24% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.63% | +0.10% | +1.81% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.58% | -0.05% | -1.27% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.57% | -0.16% | +2.88% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.45% | -0.52% | +2.19% | |
| 12 | SYK | Stryker CORP | 股票-醫療保健 | 2.38% | -0.34% | -3.50% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.36% | -0.20% | -1.71% | |
| 14 | MRVL | Marvell Technology Inc | 股票-科技 | 2.19% | +1.44% | -11.56% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 2.18% | -0.57% | -2.15% | |
| 16 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 1.93% | -0.33% | +4.46% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.91% | — | +4.61% | |
| 18 | CEG | Constellation Energy | 股票-公用事業 | 1.81% | -0.23% | -8.25% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.77% | -0.03% | +11.19% | |
| 20 | EME | Emcor Group Inc | 股票-工業 | 1.74% | -0.16% | -0.80% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.63% | -0.22% | +4.75% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.53% | -0.04% | +1.77% | |
| 23 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 1.47% | -0.21% | +6.81% | |
| 24 | PWR | Quanta Services Inc | 股票-工業 | 1.44% | -0.05% | -1.47% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.42% | -0.18% | -1.22% | |
| 26 | CCJ | Cameco CORP | 股票-能源 | 1.36% | -0.36% | +0.42% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 1.31% | +0.04% | +82.80% | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 1.30% | +0.17% | -0.64% | |
| 29 | GLW | Corning Inc | 股票-科技 | 1.30% | +0.29% | +80.46% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.03% | +3.33% | |
| 31 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.12% | -0.14% | +3.64% | |
| 32 | LNG | Cheniere Energy Inc | 股票-能源 | 1.06% | -0.35% | +3.62% | |
| 33 | EVR | Evercore Inc - A | 股票-金融 | 1.05% | -0.10% | +4.28% | |
| 34 | AZO | Autozone Inc | 股票-循環性消費 | 1.04% | -0.03% | EXIT | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | -0.07% | -0.30% | |
| 36 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.81% | -0.20% | +4.44% | |
| 37 | AXP | American Express Co | 股票-金融 | 0.79% | -0.02% | +6.26% | |
| 38 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.77% | +0.07% | -29.94% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.71% | -0.11% | -5.24% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | -0.10% | — | |
| 41 | O | Realty Income CORP | 股票-房地產 | 0.58% | -0.03% | +25.91% | |
| 42 | CARR | Carrier Global CORP | 股票-工業 | 0.58% | — | -0.78% | |
| 43 | MCK | Mckesson CORP | 股票-醫療保健 | 0.57% | -0.11% | -1.37% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | -0.07% | +0.76% | |
| 45 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.56% | -0.13% | +4.59% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.56% | -0.02% | -15.40% | |
| 47 | KR | Kroger Co | 股票-非循環性消費 | 0.54% | -0.36% | +19.96% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | -0.11% | -1.62% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | — | +3.33% | |
| 50 | PRU | Prudential Financial Inc | 股票-金融 | 0.51% | -0.01% | -17.61% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | -5.18% | 減碼 |
| 2 | NVDA | Nvidia CORP | +0.9% | -3.38% | 減碼 |
| 3 | ORCL | Oracle CORP | +0.6% | +11.19% | 加碼 |
| 4 | GLW | Corning Inc | +0.6% | +80.46% | 加碼 |
| 5 | CSCO | Cisco Systems Inc | +0.6% | +82.80% | 加碼 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.5% | -14.59% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.5% | -1.24% | 減碼 |
| 8 | CCJ | Cameco CORP | +0.5% | +0.42% | 加碼 |
| 9 | APH | Amphenol Corp-cl A | +0.4% | NEW | 新建倉 |
| 10 | MSFT | Microsoft CORP | +0.4% | -3.44% | 減碼 |
| 11 | CEG | Constellation Energy | +0.4% | -8.25% | 減碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.61% | 加碼 |
| 13 | EME | Emcor Group Inc | +0.3% | -0.80% | 減碼 |
| 14 | AZO | Autozone Inc | +0.3% | +70.91% | 加碼 |
| 15 | PWR | Quanta Services Inc | +0.3% | -1.47% | 減碼 |
| 16 | META | Meta Platforms Inc-class A | +0.3% | +1.81% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.2% | +38.64% | 加碼 |
| 18 | DRI | Darden Restaurants Inc | +0.2% | +11284.62% | 加碼 |
| 19 | EVR | Evercore Inc - A | +0.2% | +4.28% | 加碼 |
| 20 | CHWY | Chewy Inc - Class A | +0.2% | +2228.96% | 加碼 |
| 21 | TMDX | Transmedics Group Inc | +0.1% | +165.41% | 加碼 |
| 22 | NEM | Newmont CORP | +0.1% | NEW | 新建倉 |
| 23 | SMR | Nuscale Power CORP | +0.1% | NEW | 新建倉 |
| 24 | CFG | Citizens Financial Group | +0.1% | +35.47% | 加碼 |
| 25 | SCHW | Schwab (charles) CORP | +0.1% | +4.75% | 加碼 |
| 26 | AXP | American Express Co | +0.1% | +6.26% | 加碼 |
| 27 | O | Realty Income CORP | 0% | +25.91% | 加碼 |
| 28 | KR | Kroger Co | 0% | +19.96% | 加碼 |
| 29 | AMZN | Amazon.com Inc | 0% | +2.88% | 加碼 |
| 30 | ROK | Rockwell Automation Inc | 0% | -2.17% | 減碼 |
| 31 | FCX | Freeport-mcmoran Inc | 0% | +4.59% | 加碼 |
| 32 | CAT | Caterpillar Inc | — | -0.64% | 減碼 |
| 33 | BAC | Bank Of America CORP | — | +3.33% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | -1.71% | 減碼 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.07% | 加碼 |
| 36 | LNG | Cheniere Energy Inc | -0.1% | +3.62% | 加碼 |
| 37 | MRVL | Marvell Technology Inc | -0.1% | -11.56% | 減碼 |
| 38 | ALB | Albemarle CORP | -0.1% | -71.99% | 減碼 |
| 39 | WMT | Walmart Inc | -0.2% | -2.15% | 減碼 |
| 40 | CMG | Chipotle Mexican Grill Inc | -0.2% | -57.95% | 減碼 |
| 41 | COST | Costco Wholesale CORP | -0.2% | +2.19% | 加碼 |
| 42 | MRK | Merck & Co. Inc. | -0.2% | — | 不變 |
| 43 | DKS | Dick's Sporting Goods Inc | -0.2% | -29.52% | 減碼 |
| 44 | PRU | Prudential Financial Inc | -0.2% | -17.61% | 減碼 |
| 45 | AMGN | Amgen Inc | -0.3% | -0.30% | 減碼 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | -0.4% | -1.22% | 減碼 |
| 47 | TOL | Toll Brothers Inc | -0.4% | -29.94% | 減碼 |
| 48 | CGBD | Carlyle Secured Lending Inc | -0.6% | +4.46% | 加碼 |
| 49 | LLY | Eli Lilly & Co | -0.7% | -1.27% | 減碼 |
| 50 | AAPL | Apple Inc | -1.3% | -2.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hager Investment Management Services, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 287 個公開持股部位。
在 Q2 2025 季度，Hager Investment Management Services, LLC 按市值排列的前三大核心持股分別為：AVGO (5.8%)、NVDA (5.2%)、MSFT (4.8%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.8% 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
APH
市值: US$73.3萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$816.8萬
在 Q2 2025 季度中，Hager Investment Management Services, LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 24 個部位、減碼 22 個部位以及清倉 0 個部位。 其中最大新建倉標的為 APH。
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。