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: 0000867926
申報總市值
US$2.9億
US$2.9億
184 檔
17.5%
Q4 2025 季度申報顯示，Investors Asset Management Of Georgia Inc /ga/ /adv 揭露的美股組合總市值為 US$2.9億，涵蓋 184 個不同之權益投資部位。
Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q4 2025 進行了結構性的板塊輪動與部位換股。在開立 8 個全新部位及加碼 15 檔持股的同時，亦同步清倉 5 檔並減碼 18 檔標的。
整體而言，Investors Asset Management Of Georgia Inc /ga/ /adv 的前 5 大持股（包含 EFX, JPM, IWM）貢獻了組合市值的 17.5%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
EEFT
市值: US$707.9萬
本季最大獲利了結 / 清倉標的
35Y
前期市值: US$797.4萬
| # | 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 | EFX | Equifax Inc | 股票-工業 | 7.79% | -1.61% | -0.52% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.55% | -0.16% | -0.13% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.51% | +0.14% | +39.11% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.06% | +0.24% | -0.29% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | -0.33% | -0.49% | |
| 6 | EEFT | Euronet Worldwide Inc | 股票-科技 | 2.93% | -0.24% | — | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 2.39% | +3.15% | -0.46% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 1.99% | -0.19% | -0.45% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.86% | +0.05% | +0.01% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.86% | -0.85% | +0.01% | |
| 11 | FIS | Fidelity National Info Serv | 股票-科技 | 1.82% | -0.33% | +0.00% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.78% | +0.54% | -0.45% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.75% | -0.03% | +0.51% | |
| 14 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 1.75% | +0.85% | — | |
| 15 | BELFA | Bel Fuse Inc-cl A | 股票-其他 | 1.63% | +0.64% | -0.80% | |
| 16 | GE | General Electric | 股票-工業 | 1.40% | +0.14% | -6.02% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.30% | -0.05% | — | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.06% | -0.02% | +1.47% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.05% | -0.04% | -0.15% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.01% | +0.10% | -6.87% | |
| 21 | BX | Blackstone Inc | 股票-金融 | 1.00% | -0.12% | +31.42% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | +0.01% | -0.17% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 0.99% | +0.05% | -0.67% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 0.99% | -0.07% | -5.19% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | +0.08% | +3.70% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.95% | -0.01% | -0.22% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 0.94% | -0.30% | -3.34% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.93% | +0.26% | -0.64% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.92% | -0.24% | +0.02% | |
| 30 | MCK | Mckesson CORP | 股票-醫療保健 | 0.89% | -0.24% | -0.64% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.87% | -0.15% | -0.07% | |
| 32 | MO | Altria Group Inc | 股票-非循環性消費 | 0.85% | -0.07% | -1.62% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.19% | — | |
| 34 | OKE | Oneok Inc | 股票-能源 | 0.84% | -0.19% | +1.71% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.84% | -0.22% | -1.22% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.79% | -0.07% | -0.26% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.01% | -0.36% | |
| 38 | TFC | Truist Financial CORP | 股票-金融 | 0.77% | -0.03% | +0.27% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | +0.01% | — | |
| 40 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 0.74% | — | -37.00% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.73% | -0.05% | -6.82% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.73% | -0.24% | — | |
| 43 | TT | Trane Technologies plc | 股票-工業 | 0.69% | — | -0.40% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 0.68% | -0.35% | -0.23% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.04% | -0.34% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.66% | -0.09% | +6.89% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.66% | -0.03% | +4.28% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.64% | -0.02% | -1.91% | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.62% | -0.08% | — | |
| 50 | GEV | GE Vernova Inc | 股票-工業 | 0.60% | +0.11% | -7.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1% | +39.11% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.8% | -0.29% | 減碼 |
| 3 | AMD | Advanced Micro Devices | +0.5% | -0.46% | 減碼 |
| 4 | BELFA | Bel Fuse Inc-cl A | +0.3% | -0.80% | 減碼 |
| 5 | BELFB | Bel Fuse Inc-cl B | +0.3% | — | 不變 |
| 6 | CAT | Caterpillar Inc | +0.2% | -0.45% | 減碼 |
| 7 | DBI | Designer Brands Inc-class A | +0.2% | -2.71% | 減碼 |
| 8 | FLO | Flowers Foods Inc | +0.2% | +303.53% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.1% | -0.26% | 減碼 |
| 10 | BX | Blackstone Inc | +0.1% | +31.42% | 加碼 |
| 11 | LUMN | Lumen Technologies Inc | +0.1% | +8.08% | 加碼 |
| 12 | UPS | United Parcel Service-cl B | +0.1% | +4.28% | 加碼 |
| 13 | KMB | Kimberly-clark CORP | +0.1% | +102.90% | 加碼 |
| 14 | NOK | Nokia Corp-spon Adr | +0.1% | +0.15% | 加碼 |
| 15 | AXP | American Express Co | +0.1% | — | 不變 |
| 16 | FCX | Freeport-mcmoran Inc | +0.1% | +0.27% | 加碼 |
| 17 | PSLV | Sprott Physical Silver Trust | +0.1% | — | 不變 |
| 18 | BG | Bunge Global SA | +0.1% | +75.99% | 加碼 |
| 19 | MU | Micron Technology Inc | +0.1% | +6.43% | 加碼 |
| 20 | EPD | Enterprise Products Partners | +0.1% | +72.94% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -0.64% | 減碼 |
| 22 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | 不變 |
| 23 | AAPL | Apple Inc | +0.1% | +0.01% | 加碼 |
| 24 | GILD | Gilead Sciences Inc | +0.1% | +0.02% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.36% | 減碼 |
| 26 | RTX | Rtx CORP | +0.1% | -0.07% | 減碼 |
| 27 | MP | Mp Materials CORP | -0.1% | -2.77% | 減碼 |
| 28 | MDLZ | Mondelez International Inc-a | -0.1% | -1.77% | 減碼 |
| 29 | T | At&t Inc | -0.1% | -1.13% | 減碼 |
| 30 | ✓ | Avadel Pharmaceuticals PLC ADR | -0.1% | -37.00% | 減碼 |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -22.47% | 減碼 |
| 32 | NFLX | Netflix Inc | -0.1% | +900.00% | 加碼 |
| 33 | MO | Altria Group Inc | -0.2% | -1.62% | 減碼 |
| 34 | ORCL | Oracle CORP | -0.2% | +0.25% | 加碼 |
| 35 | MSFT | Microsoft CORP | -0.3% | -0.49% | 減碼 |
| 36 | HD | Home Depot Inc | -0.4% | -0.45% | 減碼 |
| 37 | EFX | Equifax Inc | -1.7% | -0.52% | 減碼 |
| 38 | 35Y | Corecard CORP | — | EXIT | 清倉 |
| 39 | EEFT | Euronet Worldwide Inc | — | NEW | 新建倉 |
| 40 | ODP1 | Odp Corp/the | — | EXIT | 清倉 |
| 41 | FISV | Fiserv Inc | — | NEW | 新建倉 |
| 42 | 6D8 | Dupont De Nemours Inc | — | EXIT | 清倉 |
| 43 | VSXY | Victoria's Secret & Co | — | NEW | 新建倉 |
| 44 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建倉 |
| 45 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 46 | AMGN | Amgen Inc | — | NEW | 新建倉 |
| 47 | VCIT | Vanguard Int-term Corporate | — | NEW | 新建倉 |
| 48 | OXY-WS | Occidental Petroleum-cw27 | — | EXIT | 清倉 |
| 49 | SHOP | Shopify Inc - Class A | — | EXIT | 清倉 |
| 50 | CMI | Cummins Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q4 2025 季度的美股持倉總市值約為 US$2.9億，共申報了 184 個公開持股部位。
在 Q4 2025 季度，Investors Asset Management Of Georgia Inc /ga/ /adv 按市值排列的前三大核心持股分別為：EFX (7.8%)、JPM (3.5%)、IWM (3.5%)。其中最大持股部位 EFX 佔據整體投資組合約 7.8% 的權重。
在 Q4 2025 季度中，Investors Asset Management Of Georgia Inc /ga/ /adv 共進行了 46 項持倉異動，包含新建倉 8 個部位、加碼 15 個部位、減碼 18 個部位以及清倉 5 個部位。 其中最大新建倉標的為 EEFT。 本季清倉部位包含 35Y。
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。
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。
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。