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: 0001969566
申報總市值
US$85.4億
US$85.4億
428 檔
15.8%
iA Global Asset Management Inc. 在 Q1 2025 季度的美股部位總計估值為 US$85.4億，分散於 428 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2025 期間，iA Global Asset Management Inc. 展現了靈活的資產再平衡步調，透過出清 36 檔弱勢或達到目標價部位，將資金轉置於 28 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, AMZN）累計市值佔比達 15.8%，是驅動 iA Global Asset Management Inc. 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 428 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 | MSFT | Microsoft CORP | 股票-科技 | 6.10% | +1.44% | +1.79% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.16% | +0.54% | +4.12% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.58% | -0.11% | -2.74% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.57% | +0.58% | -2.07% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.82% | +1.44% | -11.18% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.51% | -0.36% | -15.04% | |
| 7 | LIN | Linde plc | 股票-原物料 | 2.49% | -0.09% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.22% | -0.26% | +6.66% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.17% | -0.30% | +25.36% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.10% | -0.39% | -14.50% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.03% | -0.39% | +20.83% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.99% | — | +5.37% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.97% | -0.22% | -16.35% | |
| 14 | CMS | Cms Energy CORP | 股票-公用事業 | 1.84% | -0.15% | -11.10% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.50% | -0.26% | -2.25% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.45% | — | -3.87% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.38% | -0.16% | +21.04% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | -0.02% | +239.21% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.05% | +22.50% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.24% | -0.27% | +8.18% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 1.08% | -0.06% | -2.10% | |
| 22 | WCN | Waste Connections Inc | 股票-工業 | 1.06% | -0.15% | EXIT | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.03% | +0.16% | +131.00% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | +0.05% | +8.69% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | +0.01% | +28.88% | |
| 26 | GE | General Electric | 股票-工業 | 0.92% | -0.26% | +51.73% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.89% | -0.07% | EXIT | |
| 28 | PM | Philip Morris International | 股票-非循環性消費 | 0.83% | +0.26% | +22.12% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.81% | +0.10% | -17.23% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | -0.08% | +4.06% | |
| 31 | SPGI | S&p Global Inc | 股票-金融 | 0.74% | +0.09% | +15.25% | |
| 32 | UBER | Uber Technologies Inc | 股票-工業 | 0.72% | +0.18% | +378.79% | |
| 33 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.69% | -0.02% | -5.70% | |
| 34 | ICE | Intercontinental Exchange In | 股票-金融 | 0.69% | +0.05% | -3.84% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.65% | +0.02% | -0.50% | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | +0.01% | +231.12% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.62% | -0.23% | -15.20% | |
| 38 | TDG | Transdigm Group Inc | 股票-工業 | 0.62% | -0.19% | +17.64% | |
| 39 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | +0.31% | +3.28% | |
| 40 | ARMK | Aramark | 股票-工業 | 0.60% | -0.01% | EXIT | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | +0.16% | -3.39% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | -0.01% | +19.48% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.34% | EXIT | |
| 44 | CARR | Carrier Global CORP | 股票-工業 | 0.53% | -0.12% | — | |
| 45 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.51% | -0.06% | -43.28% | |
| 46 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.50% | — | -3.47% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.48% | -0.07% | +14.31% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.43% | +0.03% | +2.25% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.42% | +0.01% | +7.93% | |
| 50 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.41% | +0.25% | +4.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | +1.4% | — | 加碼 |
| 2 | AGG | Ishares Core U.s. Aggregate | +1.1% | +239.21% | 加碼 |
| 3 | GE | General Electric | +0.9% | +51.73% | 加碼 |
| 4 | WFC | Wells Fargo & Co | +0.8% | +70.20% | 加碼 |
| 5 | WCN | Waste Connections Inc | +0.7% | +34.34% | 加碼 |
| 6 | CME | Cme Group Inc | +0.7% | +131.00% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +8.69% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.5% | -2.10% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.5% | +378.79% | 加碼 |
| 10 | TDG | Transdigm Group Inc | +0.4% | +17.64% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.4% | -15.04% | 減碼 |
| 12 | META | Meta Platforms Inc-class A | +0.4% | -11.18% | 加碼 |
| 13 | PM | Philip Morris International | +0.4% | +22.12% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +4.06% | 加碼 |
| 15 | BAC | Bank Of America CORP | +0.3% | +87.37% | 加碼 |
| 16 | DUK | Duke Energy CORP | +0.3% | +81.49% | 加碼 |
| 17 | SHW | Sherwin-williams Co/the | +0.3% | -3.47% | 加碼 |
| 18 | APP | Applovin Corp-class A | +0.3% | +77.11% | 加碼 |
| 19 | FISV | Fiserv Inc | +0.3% | +7.50% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | +0.3% | +22.50% | 加碼 |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +8.18% | 加碼 |
| 22 | UNP | Union Pacific CORP | +0.2% | +231.12% | 加碼 |
| 23 | MRSH | Marsh & Mclennan Cos | +0.2% | +451.79% | 加碼 |
| 24 | TJX | Tjx Companies Inc | +0.2% | +18.88% | 加碼 |
| 25 | KO | Coca-cola Co/the | +0.2% | -3.57% | 加碼 |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +5.37% | 加碼 |
| 27 | T | At&t Inc | +0.2% | -3.93% | 加碼 |
| 28 | CL | Colgate-palmolive Co | +0.2% | +208.04% | 加碼 |
| 29 | PH | Parker Hannifin CORP | +0.2% | +31.53% | 加碼 |
| 30 | GILD | Gilead Sciences Inc | +0.2% | -3.67% | 加碼 |
| 31 | MCD | Mcdonald's CORP | +0.2% | — | 加碼 |
| 32 | TGT | Target CORP | +0.2% | +8.10% | 加碼 |
| 33 | TT | Trane Technologies plc | +0.2% | — | 加碼 |
| 34 | DE | Deere & Co | +0.2% | — | 加碼 |
| 35 | TMUS | T-mobile US Inc | +0.2% | -5.70% | 減碼 |
| 36 | VRSK | Verisk Analytics Inc | +0.2% | +101.19% | 加碼 |
| 37 | ETR | Entergy CORP | +0.2% | +30.63% | 加碼 |
| 38 | MA | Mastercard Inc - A | +0.1% | -14.50% | 減碼 |
| 39 | TEAM | Atlassian Corp-cl A | +0.1% | +40.20% | 加碼 |
| 40 | SE | Sea Ltd-adr | +0.1% | +2.50% | 加碼 |
| 41 | TPR | Tapestry Inc | +0.1% | — | 加碼 |
| 42 | HUBS | Hubspot Inc | +0.1% | +4640.74% | 加碼 |
| 43 | TSLA | Tesla Inc | +0.1% | -17.23% | 減碼 |
| 44 | SPGI | S&p Global Inc | +0.1% | +15.25% | 加碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -14.47% | 加碼 |
| 46 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +0.48% | 加碼 |
| 47 | PYPL | Paypal Holdings Inc | +0.1% | +22.07% | 加碼 |
| 48 | DASH | Doordash Inc - A | +0.1% | +1.92% | 加碼 |
| 49 | CMS | Cms Energy CORP | +0.1% | -11.10% | 減碼 |
| 50 | ICE | Intercontinental Exchange In | +0.1% | -3.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，iA Global Asset Management Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$85.4億，共申報了 428 個公開持股部位。
在 Q1 2025 季度，iA Global Asset Management Inc. 按市值排列的前三大核心持股分別為：MSFT (6.1%)、AAPL (5.2%)、AMZN (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.1% 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
PLTR
市值: US$2389.7萬
本季最大獲利了結 / 清倉標的
XLU
前期市值: US$1675.3萬
在 Q1 2025 季度中，iA Global Asset Management Inc. 共進行了 200 項持倉異動，包含新建倉 28 個部位、加碼 85 個部位、減碼 51 個部位以及清倉 36 個部位。 其中最大新建倉標的為 PLTR。 本季清倉部位包含 XLU。
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。