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
416 檔
19.8%
在 Q2 2025 的 13F 官方備案中，iA Global Asset Management Inc. 管理的美股投資組合規模來到 US$85.4億，整體持股檔數為 416 檔。
在 Q2 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 32 檔弱勢或達到目標價部位，將資金轉置於 19 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, NVDA, AMZN）累計市值佔比達 19.8%，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 416 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 | 6.95% | +1.44% | -1.64% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.39% | +0.58% | +9.52% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.73% | -0.11% | +2.41% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.86% | +0.54% | -7.48% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.46% | +1.44% | +9.76% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.40% | -0.22% | -15.10% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.40% | -0.30% | +11.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.22% | -0.26% | +0.21% | |
| 9 | LIN | Linde plc | 股票-原物料 | 2.21% | -0.09% | +1.05% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.75% | -0.39% | +65.61% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | -0.36% | -26.72% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.60% | -0.39% | -15.30% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.50% | — | +1.20% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.45% | -0.26% | +499.92% | |
| 15 | CMS | Cms Energy CORP | 股票-公用事業 | 1.42% | -0.15% | -4.19% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.33% | -0.26% | -0.43% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.31% | -0.06% | -3.36% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.25% | +0.01% | +250.87% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.20% | — | -31.42% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.05% | -16.33% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.09% | -0.27% | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.07% | -0.02% | -5.82% | |
| 23 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | +0.01% | +9.68% | |
| 24 | GE | General Electric | 股票-工業 | 1.01% | -0.26% | -2.27% | |
| 25 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 0.93% | -0.33% | +1806.33% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.92% | -0.16% | -7.08% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.89% | +0.10% | +2.20% | |
| 28 | CME | Cme Group Inc | 股票-金融 | 0.88% | +0.16% | -6.10% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.83% | +0.01% | +54.72% | |
| 30 | PM | Philip Morris International | 股票-非循環性消費 | 0.83% | +0.26% | -0.66% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.77% | -0.07% | EXIT | |
| 32 | APO | Apollo Global Management Inc | 股票-金融 | 0.74% | +0.31% | +34.45% | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.70% | +0.18% | -12.19% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.05% | -17.13% | |
| 35 | ICE | Intercontinental Exchange In | 股票-金融 | 0.66% | +0.05% | +2.97% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.64% | -0.05% | +109.06% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | -0.08% | -15.07% | |
| 38 | SPGI | S&p Global Inc | 股票-金融 | 0.63% | +0.09% | -5.99% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.63% | +0.42% | +64.59% | |
| 40 | CARR | Carrier Global CORP | 股票-工業 | 0.58% | -0.12% | +9.26% | |
| 41 | TDG | Transdigm Group Inc | 股票-工業 | 0.57% | -0.19% | -4.08% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | +0.25% | -1.58% | |
| 43 | CCJ | Cameco CORP | 股票-能源 | 0.57% | -0.18% | — | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.23% | -13.44% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.52% | +0.16% | -7.07% | |
| 46 | TTEK | Tetra Tech Inc | 股票-工業 | 0.51% | — | +127.87% | |
| 47 | WCN | Waste Connections Inc | 股票-工業 | 0.50% | -0.15% | EXIT | |
| 48 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.50% | -0.02% | -7.94% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.49% | — | +58.62% | |
| 50 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.49% | -0.06% | -13.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | +9.52% | 加碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | +499.92% | 加碼 |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.9% | +1806.33% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.9% | -1.64% | 減碼 |
| 5 | DHR | Danaher CORP | +0.8% | +250.87% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.6% | +9.76% | 加碼 |
| 7 | CCJ | Cameco CORP | +0.6% | NEW | 新建倉 |
| 8 | AVGO | Broadcom Inc | +0.4% | -15.10% | 減碼 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | +109.06% | 加碼 |
| 10 | AMD | Advanced Micro Devices | +0.3% | +64.59% | 加碼 |
| 11 | DASH | Doordash Inc - A | +0.3% | +143.05% | 加碼 |
| 12 | TTEK | Tetra Tech Inc | +0.3% | +127.87% | 加碼 |
| 13 | HSY | Hershey Co/the | +0.3% | NEW | 新建倉 |
| 14 | PLD | Prologis Inc | +0.3% | NEW | 新建倉 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +11.38% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.2% | -3.36% | 減碼 |
| 17 | SHOP | Shopify Inc - Class A | +0.2% | NEW | 新建倉 |
| 18 | CEG | Constellation Energy | +0.2% | +97.59% | 加碼 |
| 19 | UNP | Union Pacific CORP | +0.2% | +54.72% | 加碼 |
| 20 | NOW | Servicenow Inc | +0.2% | +335.16% | 加碼 |
| 21 | ORCL | Oracle CORP | +0.2% | NEW | 新建倉 |
| 22 | HCA | Hca Healthcare Inc | +0.2% | +278.11% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +1283.20% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.58% | 減碼 |
| 25 | EPD | Enterprise Products Partners | +0.2% | NEW | 新建倉 |
| 26 | AMZN | Amazon.com Inc | +0.2% | +2.41% | 加碼 |
| 27 | ADI | Analog Devices Inc | +0.1% | +67.16% | 加碼 |
| 28 | APO | Apollo Global Management Inc | +0.1% | +34.45% | 加碼 |
| 29 | MO | Altria Group Inc | +0.1% | +174.79% | 加碼 |
| 30 | CW | Curtiss-wright CORP | +0.1% | NEW | 新建倉 |
| 31 | LITE | Lumentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 32 | ACN | Accenture plc | +0.1% | +58.62% | 加碼 |
| 33 | ARCC | Ares Capital CORP | +0.1% | +100.51% | 加碼 |
| 34 | HOOD | Robinhood Markets Inc - A | +0.1% | +26.58% | 加碼 |
| 35 | URI | United Rentals Inc | +0.1% | +85.60% | 加碼 |
| 36 | CRM | Salesforce Inc | +0.1% | +157.59% | 加碼 |
| 37 | EHC | Encompass Health CORP | +0.1% | NEW | 新建倉 |
| 38 | STX | Seagate Technology Holdings plc | +0.1% | NEW | 新建倉 |
| 39 | SNPS | Synopsys Inc | +0.1% | +34.40% | 加碼 |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +185.70% | 加碼 |
| 41 | SNOW | Snowflake Inc | +0.1% | +60.15% | 加碼 |
| 42 | RBLX | Roblox CORP -class A | +0.1% | NEW | 新建倉 |
| 43 | GE | General Electric | +0.1% | -2.27% | 減碼 |
| 44 | XPO | Xpo Inc | +0.1% | NEW | 新建倉 |
| 45 | TSLA | Tesla Inc | +0.1% | +2.20% | 加碼 |
| 46 | ADBE | Adobe Inc | +0.1% | +39.28% | 加碼 |
| 47 | PRMB | Primo Brands CORP | +0.1% | NEW | 新建倉 |
| 48 | WDAY | Workday Inc-class A | +0.1% | +59.72% | 加碼 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.20% | 加碼 |
| 50 | CARR | Carrier Global CORP | +0.1% | +9.26% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，iA Global Asset Management Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$85.4億，共申報了 416 個公開持股部位。
在 Q2 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 (7.0%)、NVDA (6.4%)、AMZN (4.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.0% 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
CCJ
市值: US$3784.6萬
本季最大獲利了結 / 清倉標的
SPHY
前期市值: US$2331.6萬
在 Q2 2025 季度中，iA Global Asset Management Inc. 共進行了 200 項持倉異動，包含新建倉 19 個部位、加碼 72 個部位、減碼 77 個部位以及清倉 32 個部位。 其中最大新建倉標的為 CCJ。 本季清倉部位包含 SPHY。
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。