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: 0002055804
申報總市值
US$1.2億
US$1.2億
34 檔
47.7%
Haven Capital Group, Inc. 在 Q4 2025 季度的美股部位總計估值為 US$1.2億，分散於 34 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 Haven Capital Group, Inc. 於 Q4 2025 季度持續回收資金，對 24 個既有部位進行裁減並清倉 3 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 AVGO, AAPL, NVDA）累計市值佔比達 47.7%，是驅動 Haven Capital Group, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 24.28% | +0.24% | -5.79% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 10.43% | -0.10% | -9.99% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 8.40% | +0.04% | -3.10% | |
| 4 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 7.70% | -1.47% | -11.21% | |
| 5 | ROP | Roper Technologies Inc | 股票-科技 | 4.91% | -0.72% | -12.63% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.63% | +0.06% | +0.14% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | +0.14% | -3.25% | |
| 8 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 3.52% | -0.08% | -10.34% | |
| 9 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 3.42% | -0.21% | -2.66% | |
| 10 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.92% | -0.06% | -0.43% | |
| 11 | NICE | Nice LTD - Spon Adr | 股票-科技 | 2.82% | -0.79% | -9.61% | |
| 12 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.64% | +0.69% | +7.97% | |
| 13 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.42% | -0.49% | -26.30% | |
| 14 | ECL | Ecolab Inc | 股票-原物料 | 2.36% | -0.23% | -17.86% | |
| 15 | ADBE | Adobe Inc | 股票-科技 | 2.10% | +0.43% | -6.86% | |
| 16 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.77% | +2.49% | -3.77% | |
| 17 | INCY | Incyte CORP | 股票-醫療保健 | 1.67% | +0.06% | +0.81% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.63% | +0.03% | +0.88% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.06% | +6.78% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.55% | +0.19% | +56.68% | |
| 21 | KGC | Kinross Gold CORP | 股票-原物料 | 1.08% | -0.39% | +21.25% | |
| 22 | TDG | Transdigm Group Inc | 股票-工業 | 0.80% | -0.76% | EXIT | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.58% | -0.12% | -6.62% | |
| 24 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.47% | -0.06% | -21.03% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.52% | +1.36% | |
| 26 | SWKS | Skyworks Solutions Inc | 股票-科技 | 0.34% | +0.02% | -28.42% | |
| 27 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.32% | +0.02% | -11.97% | |
| 28 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.31% | -0.07% | -31.53% | |
| 29 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.30% | -0.06% | -23.17% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.25% | +0.03% | -18.15% | |
| 31 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.23% | — | — | |
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.23% | -0.03% | — | |
| 33 | EMR | Emerson Electric Co | 股票-工業 | 0.19% | +0.17% | NEW | |
| 34 | IOVA | Iovance Biotherapeutics Inc | 股票-其他 | 0.15% | -0.19% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -5.79% | 減碼 |
| 2 | MAR | Marriott International -cl A | +0.6% | -0.43% | 減碼 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +56.68% | 加碼 |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | +7.97% | 加碼 |
| 5 | HLT | Hilton Worldwide Holdings In | +0.4% | -2.66% | 減碼 |
| 6 | KGC | Kinross Gold CORP | +0.3% | +21.25% | 加碼 |
| 7 | INCY | Incyte CORP | +0.3% | +0.81% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +6.78% | 加碼 |
| 9 | ABBV | Abbvie Inc | +0.2% | +0.14% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.2% | +0.88% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.10% | 減碼 |
| 12 | AAPL | Apple Inc | +0.1% | -9.99% | 減碼 |
| 13 | EW | Edwards Lifesciences CORP | +0.1% | -10.34% | 減碼 |
| 14 | AMD | Advanced Micro Devices | +0.1% | +1.36% | 加碼 |
| 15 | EXPD | Expeditors Intl Wash Inc | +0.1% | — | 不變 |
| 16 | LLY | Eli Lilly & Co | 0% | -18.15% | 減碼 |
| 17 | NEE | Nextera Energy Inc | 0% | -6.62% | 減碼 |
| 18 | TDG | Transdigm Group Inc | — | -6.03% | 減碼 |
| 19 | IOVA | Iovance Biotherapeutics Inc | — | -21.67% | 減碼 |
| 20 | SO | Southern Co/the | 0% | — | 不變 |
| 21 | BMY | Bristol-myers Squibb Co | 0% | -23.17% | 減碼 |
| 22 | ISRG | Intuitive Surgical Inc | -0.1% | -26.30% | 減碼 |
| 23 | EMR | Emerson Electric Co | -0.1% | -27.76% | 減碼 |
| 24 | ADBE | Adobe Inc | -0.1% | -6.86% | 減碼 |
| 25 | IDXX | Idexx Laboratories Inc | -0.1% | -11.21% | 減碼 |
| 26 | GILD | Gilead Sciences Inc | -0.1% | -31.53% | 減碼 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -11.97% | 減碼 |
| 28 | PEG | Public Service Enterprise Gp | -0.1% | -21.03% | 減碼 |
| 29 | MSFT | Microsoft CORP | -0.2% | -3.25% | 減碼 |
| 30 | SWKS | Skyworks Solutions Inc | -0.2% | -28.42% | 減碼 |
| 31 | ECL | Ecolab Inc | -0.5% | -17.86% | 減碼 |
| 32 | ARM | Arm Holdings Plc-adr | -0.5% | -3.77% | 減碼 |
| 33 | NICE | Nice LTD - Spon Adr | -1% | -9.61% | 減碼 |
| 34 | ROP | Roper Technologies Inc | -1.1% | -12.63% | 減碼 |
| 35 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
| 36 | NSC | Norfolk Southern CORP | — | EXIT | 清倉 |
| 37 | VZ | Verizon Communications Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Haven Capital Group, Inc. 在 Q4 2025 季度的美股持倉總市值約為 US$1.2億，共申報了 34 個公開持股部位。
在 Q4 2025 季度，Haven Capital Group, Inc. 按市值排列的前三大核心持股分別為：AVGO (24.3%)、AAPL (10.4%)、NVDA (8.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 24.3% 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
NKE
前期市值: US$52.2萬
在 Q4 2025 季度中，Haven Capital Group, Inc. 共進行了 35 項持倉異動，包含新建倉 0 個部位、加碼 8 個部位、減碼 24 個部位以及清倉 3 個部位。 本季清倉部位包含 NKE。
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。