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: 0002002815
申報總市值
US$3.7億
US$3.7億
170 檔
17.4%
Q2 2025 季度申報顯示，Harmony Asset Management LLC 揭露的美股組合總市值為 US$3.7億，涵蓋 170 個不同之權益投資部位。
Q2 2025 的申報記錄反映 Harmony Asset Management LLC 的板塊替換策略：機構本季推動了 28 筆增持與 22 筆減持，籌碼呈現明顯的結構重組。
整體而言，Harmony Asset Management LLC 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 17.4%，形成該機構在 Q2 2025 季度的基本面基石。
| # | 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 | 6.36% | +0.03% | -4.20% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.35% | -0.12% | -1.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.95% | -0.63% | +0.30% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.39% | -0.12% | +1.21% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | +0.39% | -0.72% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.77% | +0.39% | +4.85% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.66% | -0.01% | +1.41% | |
| 8 | UBER | Uber Technologies Inc | 股票-工業 | 2.19% | -0.17% | +10.16% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 1.99% | -0.53% | +1.10% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 1.85% | -0.11% | EXIT | |
| 11 | CME | Cme Group Inc | 股票-金融 | 1.75% | -0.44% | +1.55% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.71% | +0.92% | +56.18% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.69% | -0.19% | +12.75% | |
| 14 | CARR | Carrier Global CORP | 股票-工業 | 1.62% | +0.04% | -0.06% | |
| 15 | OKE | Oneok Inc | 股票-能源 | 1.51% | -0.24% | +14.64% | |
| 16 | HEQT | Simplify Hedged Equity ETF | ETF-其他 | 1.51% | -0.03% | -0.56% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.35% | +0.13% | +6.32% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.23% | -0.07% | -1.34% | |
| 19 | DOV | Dover CORP | 股票-工業 | 1.20% | -0.06% | +0.72% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.17% | -0.10% | +10.17% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.16% | +0.07% | -1.51% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.02% | +0.11% | |
| 23 | PAYX | Paychex Inc | 股票-科技 | 1.08% | -0.01% | +17.37% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.97% | -0.07% | +1.44% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | -0.02% | -10.27% | |
| 26 | FXO | First Trust Financial Alphad | ETF-其他 | 0.88% | +0.01% | — | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.87% | -0.17% | -40.19% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | -0.21% | +13.74% | |
| 29 | FHN | First Horizon CORP | 股票-金融 | 0.80% | -0.44% | +0.31% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.18% | -2.26% | |
| 31 | PNR | Pentair plc | 股票-工業 | 0.76% | — | — | |
| 32 | DOCU | Docusign Inc | 股票-科技 | 0.73% | — | — | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.72% | -0.01% | +1.68% | |
| 34 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.71% | -0.06% | — | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | +0.89% | -1.35% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.67% | — | — | |
| 37 | GNRC | Generac Holdings Inc | 股票-工業 | 0.66% | +0.26% | +6.49% | |
| 38 | AMT | American Tower CORP | 股票-房地產 | 0.66% | -0.13% | +4.13% | |
| 39 | FXR | First Trust Indst/producers | ETF-其他 | 0.65% | +0.01% | — | |
| 40 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.65% | — | +9.95% | |
| 41 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.62% | -0.02% | -2.08% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.61% | +0.08% | -5.38% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | +0.28% | -26.59% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | +0.04% | -7.75% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.58% | +0.34% | -0.81% | |
| 46 | VTV | Vanguard Value ETF | ETF-其他 | 0.58% | +0.11% | +5.92% | |
| 47 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.58% | +0.07% | -4.43% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.56% | +0.04% | +4.20% | |
| 49 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.56% | +0.37% | NEW | |
| 50 | OC | Owens Corning | 股票-工業 | 0.56% | — | -29.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -4.20% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.8% | +0.30% | 加碼 |
| 3 | PNR | Pentair plc | +0.8% | NEW | 新建倉 |
| 4 | DOCU | Docusign Inc | +0.7% | NEW | 新建倉 |
| 5 | FCX | Freeport-mcmoran Inc | +0.7% | NEW | 新建倉 |
| 6 | PANW | Palo Alto Networks Inc | +0.7% | +56.18% | 加碼 |
| 7 | ORCL | Oracle CORP | +0.6% | +2.20% | 加碼 |
| 8 | UBER | Uber Technologies Inc | +0.5% | +10.16% | 加碼 |
| 9 | ANET | Arista Networks Inc | +0.5% | +398.35% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -10.27% | 減碼 |
| 11 | RF | Regions Financial CORP | +0.2% | NEW | 新建倉 |
| 12 | QQXT | First Trust Nasdaq-100 Ex-te | +0.2% | NEW | 新建倉 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +13.74% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +1.21% | 加碼 |
| 15 | RTX | Rtx CORP | +0.2% | +12.75% | 加碼 |
| 16 | TGT | Target CORP | +0.2% | +140.39% | 加碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.32% | 加碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.81% | 減碼 |
| 19 | MU | Micron Technology Inc | +0.1% | -0.42% | 減碼 |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +16.31% | 加碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +1.68% | 加碼 |
| 22 | BOND | Pimco Active Bond Exchange-t | +0.1% | NEW | 新建倉 |
| 23 | BLK | Blackrock Inc | +0.1% | +10.17% | 加碼 |
| 24 | CGGO | Cap Group Global Growth | +0.1% | NEW | 新建倉 |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | 新建倉 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +20.63% | 加碼 |
| 27 | BND | Vanguard Total Bond Market | +0.1% | +126.54% | 加碼 |
| 28 | IVZ | Invesco Ltd. | +0.1% | +25.57% | 加碼 |
| 29 | ETN | Eaton Corporation plc | +0.1% | +8.47% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +0.11% | 加碼 |
| 31 | CARR | Carrier Global CORP | +0.1% | -0.06% | 減碼 |
| 32 | GNRC | Generac Holdings Inc | 0% | +6.49% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -0.72% | 減碼 |
| 34 | PAYX | Paychex Inc | 0% | +17.37% | 加碼 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.34% | 減碼 |
| 36 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | EXIT | 清倉 |
| 37 | JNJ | Johnson & Johnson | -0.2% | -9.70% | 減碼 |
| 38 | ABBV | Abbvie Inc | -0.2% | -1.35% | 減碼 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -43.89% | 減碼 |
| 40 | QTEC | First Trust Nasdq 100 Tech I | -0.2% | EXIT | 清倉 |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | EXIT | 清倉 |
| 42 | CVX | Chevron CORP | -0.3% | -2.26% | 減碼 |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.3% | -26.59% | 減碼 |
| 44 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | -0.3% | EXIT | 清倉 |
| 45 | OC | Owens Corning | -0.4% | -29.08% | 減碼 |
| 46 | DUK | Duke Energy CORP | -0.4% | -40.10% | 減碼 |
| 47 | SNPS | Synopsys Inc | -0.7% | EXIT | 清倉 |
| 48 | KMI | Kinder Morgan, Inc. | -0.7% | -40.19% | 減碼 |
| 49 | AAPL | Apple Inc | -1.3% | -1.64% | 減碼 |
| 50 | SNX | TD Synnex CORP | -1.3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Harmony Asset Management LLC 在 Q2 2025 季度的美股持倉總市值約為 US$3.7億，共申報了 170 個公開持股部位。
在 Q2 2025 季度，Harmony Asset Management LLC 按市值排列的前三大核心持股分別為：NVDA (6.4%)、AAPL (5.3%)、MSFT (5.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.4% 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
PNR
市值: US$201.7萬
本季最大獲利了結 / 清倉標的
SNX
前期市值: US$301.9萬
在 Q2 2025 季度中，Harmony Asset Management LLC 共進行了 50 項持倉異動，包含新建倉 8 個部位、加碼 20 個部位、減碼 16 個部位以及清倉 6 個部位。 其中最大新建倉標的為 PNR。 本季清倉部位包含 SNX。
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。