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
321 檔
20.2%
在 Q4 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 321 檔。
從 Q4 2025 申報觀察，Hager Investment Management Services, LLC 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Hager Investment Management Services, LLC 的前 5 大核心持股（包含 AVGO, AAPL, NVDA 等）合計佔整體申報市值的 20.2%，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 321 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 | 5.46% | +0.05% | -8.39% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.14% | -0.30% | -4.03% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.77% | -0.21% | -7.64% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.53% | -0.15% | -5.93% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.15% | -2.95% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.18% | -0.45% | -9.69% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.03% | -0.05% | -6.01% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.44% | -0.16% | +0.04% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.23% | +0.10% | -0.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | -0.20% | -5.51% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.99% | -0.57% | -10.04% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.97% | — | -7.67% | |
| 13 | GLW | Corning Inc | 股票-科技 | 1.93% | +0.29% | -7.37% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.91% | +0.04% | +0.74% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.90% | -0.26% | +897.53% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.87% | -0.52% | -4.14% | |
| 17 | SYK | Stryker CORP | 股票-醫療保健 | 1.85% | -0.34% | -2.50% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.78% | +0.20% | +11.12% | |
| 19 | AMD | Advanced Micro Devices | 股票-科技 | 1.77% | +0.38% | +3.57% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.64% | -0.04% | +22.59% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.58% | -0.22% | -2.52% | |
| 22 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 1.53% | -0.33% | -5.18% | |
| 23 | CEG | Constellation Energy | 股票-公用事業 | 1.49% | -0.23% | -11.50% | |
| 24 | EVR | Evercore Inc - A | 股票-金融 | 1.44% | -0.10% | +1.18% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 1.38% | +0.17% | -14.76% | |
| 26 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 1.32% | -0.21% | +2.76% | |
| 27 | EME | Emcor Group Inc | 股票-工業 | 1.28% | -0.16% | -11.91% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.26% | -0.18% | -3.57% | |
| 29 | DELL | Dell Technologies -c | 股票-科技 | 1.24% | +0.31% | +2276.32% | |
| 30 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.22% | +0.07% | +9.69% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 1.21% | -0.36% | -11.83% | |
| 32 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.12% | -0.14% | +848.20% | |
| 33 | AXP | American Express Co | 股票-金融 | 1.12% | -0.02% | +34.51% | |
| 34 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.11% | -0.14% | -6.80% | |
| 35 | PWR | Quanta Services Inc | 股票-工業 | 1.05% | -0.05% | -13.83% | |
| 36 | CFG | Citizens Financial Group | 股票-金融 | 0.87% | +0.03% | +28.36% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.87% | -0.11% | +20.12% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.10% | +0.20% | |
| 39 | MRVL | Marvell Technology Inc | 股票-科技 | 0.83% | +1.44% | -27.59% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | -0.07% | -3.94% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.79% | -0.35% | +1.28% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | -0.03% | -33.11% | |
| 43 | ROK | Rockwell Automation Inc | 股票-工業 | 0.75% | +0.17% | +85.35% | |
| 44 | GEV | GE Vernova Inc | 股票-工業 | 0.72% | -0.05% | +3.86% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | -0.02% | -3.98% | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.58% | -0.20% | -26.34% | |
| 47 | KR | Kroger Co | 股票-非循環性消費 | 0.57% | -0.36% | +16.05% | |
| 48 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.55% | -0.13% | -6.03% | |
| 49 | O | Realty Income CORP | 股票-房地產 | 0.55% | -0.03% | -2.31% | |
| 50 | NUE | Nucor CORP | 股票-原物料 | 0.55% | -0.05% | -4.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +1.2% | +2276.32% | 加碼 |
| 2 | TJX | Tjx Companies Inc | +1% | +848.20% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -5.93% | 減碼 |
| 4 | LLY | Eli Lilly & Co | +0.8% | -6.01% | 減碼 |
| 5 | AMD | Advanced Micro Devices | +0.5% | +3.57% | 加碼 |
| 6 | ROK | Rockwell Automation Inc | +0.4% | +85.35% | 加碼 |
| 7 | AXP | American Express Co | +0.4% | +34.51% | 加碼 |
| 8 | APH | Amphenol Corp-cl A | +0.3% | +11.12% | 加碼 |
| 9 | CFG | Citizens Financial Group | +0.3% | +28.36% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +0.74% | 加碼 |
| 11 | RTX | Rtx CORP | +0.2% | +20.12% | 加碼 |
| 12 | MRK | Merck & Co. Inc. | +0.2% | +0.20% | 加碼 |
| 13 | AAPL | Apple Inc | +0.2% | -4.03% | 減碼 |
| 14 | TT | Trane Technologies plc | +0.2% | +70.74% | 加碼 |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -3.57% | 減碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.04% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +119.86% | 加碼 |
| 18 | NWE | Northwestern Energy Group In | +0.1% | +14.68% | 加碼 |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -6.03% | 減碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -3.60% | 減碼 |
| 21 | TOL | Toll Brothers Inc | +0.1% | +9.69% | 加碼 |
| 22 | NUE | Nucor CORP | +0.1% | -4.98% | 減碼 |
| 23 | NEM | Newmont CORP | +0.1% | +0.68% | 加碼 |
| 24 | GEV | GE Vernova Inc | +0.1% | +3.86% | 加碼 |
| 25 | CEG | Constellation Energy | -0.1% | -11.50% | 減碼 |
| 26 | JPM | Jpmorgan Chase & Co | -0.1% | -5.51% | 減碼 |
| 27 | CGBD | Carlyle Secured Lending Inc | -0.1% | -5.18% | 減碼 |
| 28 | KMB | Kimberly-clark CORP | -0.1% | -35.77% | 減碼 |
| 29 | CHWY | Chewy Inc - Class A | -0.1% | -75.07% | 減碼 |
| 30 | SYK | Stryker CORP | -0.1% | -2.50% | 減碼 |
| 31 | CARR | Carrier Global CORP | -0.1% | -71.33% | 減碼 |
| 32 | LNG | Cheniere Energy Inc | -0.1% | +1.28% | 加碼 |
| 33 | PWR | Quanta Services Inc | -0.1% | -13.83% | 減碼 |
| 34 | DKS | Dick's Sporting Goods Inc | -0.2% | -35.47% | 減碼 |
| 35 | DRI | Darden Restaurants Inc | -0.2% | -86.54% | 減碼 |
| 36 | AVGO | Broadcom Inc | -0.2% | -8.39% | 減碼 |
| 37 | COST | Costco Wholesale CORP | -0.2% | -4.14% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | -0.2% | -47.76% | 減碼 |
| 39 | LOW | Lowe's Cos Inc | -0.2% | -26.34% | 減碼 |
| 40 | META | Meta Platforms Inc-class A | -0.3% | -0.87% | 減碼 |
| 41 | EME | Emcor Group Inc | -0.3% | -11.91% | 減碼 |
| 42 | SMR | Nuscale Power CORP | -0.3% | -63.02% | 減碼 |
| 43 | MRVL | Marvell Technology Inc | -0.3% | -27.59% | 減碼 |
| 44 | V | Visa Inc-class A Shares | -0.3% | -33.11% | 減碼 |
| 45 | NVDA | Nvidia CORP | -0.4% | -7.64% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.4% | -2.95% | 減碼 |
| 47 | PLTR | Palantir Technologies Inc-a | -0.4% | -9.69% | 減碼 |
| 48 | NFLX | Netflix Inc | -0.5% | +897.53% | 加碼 |
| 49 | AZO | Autozone Inc | -1.1% | -86.89% | 減碼 |
| 50 | ORCL | Oracle CORP | -1.6% | -77.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hager Investment Management Services, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.2億，共申報了 321 個公開持股部位。
在 Q4 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 (5.5%)、AAPL (5.1%)、NVDA (4.8%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.5% 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。
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$1042.6萬
在 Q4 2025 季度中，Hager Investment Management Services, LLC 共進行了 50 項持倉異動，包含新建倉 0 個部位、加碼 19 個部位、減碼 31 個部位以及清倉 0 個部位。
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。