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。
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CIK: 0002026645
申報總市值
US$2.2億
US$2.2億
291 檔
20.3%
截至 Q3 2025 季度末，Hager Investment Management Services, LLC 的美股持倉估值約為 US$2.2億，全數申報部位共有 291 檔。
在 Q3 2025，Hager Investment Management Services, LLC 進行了溫和的常態性持倉調整（包含新建倉 4 檔、加碼 23 檔、減碼 23 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，Hager Investment Management Services, LLC 的前 5 大持股（包含 AVGO, NVDA, AAPL）貢獻了組合市值的 20.3%，形成該機構在 Q3 2025 季度的基本面基石。
本季最大新建倉標的
APH
市值: US$269.6萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$816.8萬
僅顯示前 200 大持股（共 291 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 | 5.64% | +0.05% | -10.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.12% | -0.21% | -8.27% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.97% | -0.30% | +0.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.40% | -0.15% | -3.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.71% | -0.15% | +0.73% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.59% | -0.45% | -15.34% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.48% | +0.10% | +4.45% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 2.42% | -0.26% | +4.28% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | -0.16% | -1.46% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.27% | -0.05% | -0.78% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.16% | -0.20% | -6.98% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.08% | -0.52% | +0.24% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 2.03% | -0.57% | -2.60% | |
| 14 | SYK | Stryker CORP | 股票-醫療保健 | 1.98% | -0.34% | -1.85% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.95% | — | -8.79% | |
| 16 | GLW | Corning Inc | 股票-科技 | 1.93% | +0.29% | +5.51% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 1.89% | -0.03% | -8.54% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.67% | +0.04% | +43.32% | |
| 19 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 1.60% | -0.33% | +0.08% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.57% | -0.04% | +1.95% | |
| 21 | CEG | Constellation Energy | 股票-公用事業 | 1.55% | -0.23% | -6.83% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.54% | -0.22% | -0.88% | |
| 23 | EME | Emcor Group Inc | 股票-工業 | 1.53% | -0.16% | -20.13% | |
| 24 | APH | Amphenol Corp-cl A | 股票-科技 | 1.46% | +0.20% | +193.39% | |
| 25 | EVR | Evercore Inc - A | 股票-金融 | 1.40% | -0.10% | +17.78% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 1.33% | +0.17% | -7.92% | |
| 27 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 1.31% | -0.21% | +3.28% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 1.28% | +0.38% | +3678.35% | |
| 29 | CCJ | Cameco CORP | 股票-能源 | 1.24% | -0.36% | -10.42% | |
| 30 | PWR | Quanta Services Inc | 股票-工業 | 1.19% | -0.05% | -17.12% | |
| 31 | AZO | Autozone Inc | 股票-循環性消費 | 1.19% | -0.03% | EXIT | |
| 32 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.13% | +0.07% | +33.24% | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 1.13% | +1.44% | -47.49% | |
| 34 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.13% | -0.14% | -3.59% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.12% | -0.18% | -1.37% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | -0.03% | +10.06% | |
| 37 | LNG | Cheniere Energy Inc | 股票-能源 | 0.93% | -0.35% | +0.07% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | -0.07% | +35.15% | |
| 39 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.82% | -0.20% | -1.18% | |
| 40 | AXP | American Express Co | 股票-金融 | 0.74% | -0.02% | -0.51% | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | -0.02% | -0.44% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | -0.10% | — | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.66% | -0.11% | -10.60% | |
| 44 | GEV | GE Vernova Inc | 股票-工業 | 0.65% | -0.05% | +48.62% | |
| 45 | CFG | Citizens Financial Group | 股票-金融 | 0.61% | +0.03% | +52.53% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.60% | -0.03% | +9.38% | |
| 47 | MCK | Mckesson CORP | 股票-醫療保健 | 0.56% | -0.11% | +2.62% | |
| 48 | KR | Kroger Co | 股票-非循環性消費 | 0.52% | -0.36% | +13.48% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | -3.67% | |
| 50 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.48% | -0.11% | +213.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -10.01% | 減碼 |
| 2 | GLW | Corning Inc | +1.2% | +5.51% | 加碼 |
| 3 | AMD | Advanced Micro Devices | +1.2% | +3678.35% | 加碼 |
| 4 | CSCO | Cisco Systems Inc | +0.9% | +43.32% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.8% | -8.27% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.73% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.7% | -8.54% | 加碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.6% | -15.34% | 減碼 |
| 9 | EVR | Evercore Inc - A | +0.5% | +17.78% | 加碼 |
| 10 | AZO | Autozone Inc | +0.5% | +8.72% | 加碼 |
| 11 | GEV | GE Vernova Inc | +0.5% | +48.62% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -8.79% | 減碼 |
| 13 | CCJ | Cameco CORP | +0.4% | -10.42% | 減碼 |
| 14 | IDXX | Idexx Laboratories Inc | +0.4% | +213.15% | 加碼 |
| 15 | CFG | Citizens Financial Group | +0.3% | +52.53% | 加碼 |
| 16 | AMT | American Tower CORP | +0.2% | +22222.22% | 加碼 |
| 17 | DRI | Darden Restaurants Inc | +0.2% | +9.93% | 加碼 |
| 18 | TMDX | Transmedics Group Inc | +0.2% | +53.82% | 加碼 |
| 19 | CHWY | Chewy Inc - Class A | +0.1% | -3.33% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.1% | +35.15% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +4.45% | 加碼 |
| 22 | CEG | Constellation Energy | +0.1% | -6.83% | 減碼 |
| 23 | EME | Emcor Group Inc | +0.1% | -20.13% | 減碼 |
| 24 | TSLA | Tesla Inc | +0.1% | -0.44% | 減碼 |
| 25 | NFLX | Netflix Inc | +0.1% | +4.28% | 加碼 |
| 26 | O | Realty Income CORP | +0.1% | +9.38% | 加碼 |
| 27 | PWR | Quanta Services Inc | 0% | -17.12% | 減碼 |
| 28 | CAT | Caterpillar Inc | 0% | -7.92% | 減碼 |
| 29 | AXP | American Express Co | 0% | -0.51% | 加碼 |
| 30 | MSFT | Microsoft CORP | 0% | -3.48% | 減碼 |
| 31 | SCHW | Schwab (charles) CORP | 0% | -0.88% | 加碼 |
| 32 | TOL | Toll Brothers Inc | -0.1% | +33.24% | 減碼 |
| 33 | HD | Home Depot Inc | -0.2% | +1.95% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | -6.98% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -0.2% | -1.46% | 加碼 |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.3% | -41.36% | 減碼 |
| 37 | WMT | Walmart Inc | -0.3% | -2.60% | 減碼 |
| 38 | EQIX | Equinix Inc | -0.4% | -60.92% | 減碼 |
| 39 | CARR | Carrier Global CORP | -0.4% | -60.58% | 減碼 |
| 40 | PRU | Prudential Financial Inc | -0.5% | -32.06% | 減碼 |
| 41 | AMGN | Amgen Inc | -0.6% | -38.27% | 減碼 |
| 42 | VRTX | Vertex Pharmaceuticals Inc | -0.7% | -1.37% | 減碼 |
| 43 | AAPL | Apple Inc | -0.7% | +0.29% | 減碼 |
| 44 | CGBD | Carlyle Secured Lending Inc | -1% | +0.08% | 加碼 |
| 45 | LLY | Eli Lilly & Co | -1% | -0.78% | 減碼 |
| 46 | MRVL | Marvell Technology Inc | -1.2% | -47.49% | 減碼 |
| 47 | APH | Amphenol Corp-cl A | — | NEW | 新建倉 |
| 48 | NEM | Newmont CORP | — | NEW | 新建倉 |
| 49 | SMR | Nuscale Power CORP | — | NEW | 新建倉 |
| 50 | TT | Trane Technologies plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Hager Investment Management Services, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 291 個公開持股部位。
在 Q3 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 (5.6%)、NVDA (5.1%)、AAPL (5.0%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.6% 的權重。
在 Q3 2025 季度中，Hager Investment Management Services, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 23 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 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。
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。
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。