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: 0000810384
申報總市值
US$9.8億
US$9.8億
338 檔
14.6%
根據最新整理的 13F 季度數據集，James Investment Research, Inc. 於 Q2 2025 結束時的管理資產規模為 US$9.8億。該機構在本季度申報了 338 檔美股持倉，呈現出該時期的主要投資地圖。
James Investment Research, Inc. 在 Q2 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 34 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, NVDA, AAPL）占據了總市值的 14.6%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 338 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 | 4.44% | -0.24% | -1.72% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.24% | +0.09% | -6.58% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.13% | -0.03% | -1.73% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.65% | -0.66% | -0.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.63% | +0.35% | -6.47% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.62% | -0.05% | -2.62% | |
| 7 | ENVA | Enova International Inc | 股票-金融 | 2.18% | +1.08% | -1.56% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.14% | -0.59% | -1.90% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.74% | +0.08% | -1.96% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.11% | -0.49% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.58% | -0.11% | -0.53% | |
| 12 | NVMI | Nova Ltd. | 股票-其他 | 1.54% | -0.20% | +5.41% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.08% | -1.69% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.43% | +0.16% | -3.86% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.33% | +0.30% | -2.33% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.27% | -0.24% | -0.96% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.26% | +0.09% | -2.74% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.26% | -0.11% | -3.34% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.24% | -0.11% | -1.55% | |
| 20 | JBL | Jabil Inc | 股票-科技 | 1.18% | — | -2.98% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.16% | -0.03% | -1.38% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.21% | -0.53% | |
| 23 | URI | United Rentals Inc | 股票-工業 | 1.04% | +0.36% | -0.80% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | +0.52% | -17.54% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.02% | -0.12% | +4.57% | |
| 26 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.99% | -0.31% | -1.93% | |
| 27 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.99% | -0.02% | -2.26% | |
| 28 | BLK | Blackrock Inc | 股票-金融 | 0.99% | -0.09% | -2.39% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.98% | -0.03% | +150.06% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.91% | -0.35% | -1.79% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.89% | +0.16% | -1.62% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.84% | -0.06% | -4.12% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.45% | -1.33% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | +0.03% | -1.61% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.77% | +0.02% | -0.33% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.71% | +0.31% | -2.05% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.03% | +0.56% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.67% | -0.07% | -3.38% | |
| 39 | NSIT | Insight Enterprises Inc | 股票-科技 | 0.66% | +0.02% | -4.58% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | +0.01% | -0.21% | |
| 41 | VLO | Valero Energy CORP | 股票-能源 | 0.65% | -0.20% | -4.45% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | +0.04% | +0.78% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.61% | -0.03% | -1.25% | |
| 44 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.60% | -0.05% | -5.66% | |
| 45 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.57% | -0.10% | -0.59% | |
| 46 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.57% | -0.01% | +5.22% | |
| 47 | AEP | American Electric Power | 股票-公用事業 | 0.56% | -0.01% | +44.60% | |
| 48 | TBBK | Bancorp Inc/the | 股票-其他 | 0.55% | +0.02% | -2.84% | |
| 49 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.54% | -0.05% | +9.91% | |
| 50 | MHO | M/i Homes Inc | 股票-循環性消費 | 0.54% | +0.11% | -0.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -6.58% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.8% | -1.72% | 減碼 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.6% | +150.06% | 加碼 |
| 4 | NVMI | Nova Ltd. | +0.5% | +5.41% | 加碼 |
| 5 | AVGO | Broadcom Inc | +0.5% | -3.86% | 減碼 |
| 6 | JBL | Jabil Inc | +0.4% | -2.98% | 減碼 |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -0.49% | 減碼 |
| 8 | EUAD | Select Stoxx Eur Aer De ETF | +0.3% | NEW | 新建倉 |
| 9 | SHLD | Global X Defense Tech ETF | +0.3% | +55.68% | 加碼 |
| 10 | EWG | Ishares Msci Germany ETF | +0.2% | +140.12% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -2.62% | 減碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | -2.74% | 減碼 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | 新建倉 |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.33% | 減碼 |
| 15 | ENVA | Enova International Inc | +0.1% | -1.56% | 減碼 |
| 16 | AEP | American Electric Power | +0.1% | +44.60% | 加碼 |
| 17 | URI | United Rentals Inc | +0.1% | -0.80% | 減碼 |
| 18 | AMZN | Amazon.com Inc | +0.1% | -1.96% | 減碼 |
| 19 | CI | THE Cigna Group | +0.1% | +47.90% | 加碼 |
| 20 | FXF | Invesco Currencyshares Swiss | +0.1% | NEW | 新建倉 |
| 21 | RTX | Rtx CORP | +0.1% | NEW | 新建倉 |
| 22 | CAT | Caterpillar Inc | +0.1% | -2.33% | 減碼 |
| 23 | CASY | Casey's General Stores Inc | +0.1% | +5.22% | 加碼 |
| 24 | NFLX | Netflix Inc | +0.1% | +2.43% | 加碼 |
| 25 | T | At&t Inc | +0.1% | +32.39% | 加碼 |
| 26 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 27 | ASML | ASML Holding N.V. | +0.1% | -2.05% | 減碼 |
| 28 | BOOT | Boot Barn Holdings Inc | +0.1% | +9.07% | 加碼 |
| 29 | WMT | Walmart Inc | +0.1% | -1.90% | 減碼 |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | -6.47% | 減碼 |
| 31 | IAU | Ishares Gold Trust | 0% | -0.55% | 減碼 |
| 32 | PFE | Pfizer Inc | -0.1% | EXIT | 清倉 |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.1% | -79.46% | 減碼 |
| 34 | DHR | Danaher CORP | -0.1% | -63.41% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | -0.1% | -47.54% | 減碼 |
| 36 | COKE | Coca-cola Consolidated Inc | -0.1% | +692.48% | 加碼 |
| 37 | JNJ | Johnson & Johnson | -0.1% | -3.38% | 減碼 |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -16.32% | 減碼 |
| 39 | NSIT | Insight Enterprises Inc | -0.1% | -4.58% | 減碼 |
| 40 | NEE | Nextera Energy Inc | -0.2% | -43.90% | 減碼 |
| 41 | ACN | Accenture plc | -0.2% | -38.95% | 減碼 |
| 42 | ABBV | Abbvie Inc | -0.2% | -1.61% | 減碼 |
| 43 | AVY | Avery Dennison CORP | -0.2% | -37.97% | 減碼 |
| 44 | AJG | Arthur J Gallagher & Co | -0.2% | -2.26% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.2% | -0.96% | 減碼 |
| 46 | CVX | Chevron CORP | -0.2% | -1.33% | 減碼 |
| 47 | TMUS | T-mobile US Inc | -0.2% | -1.93% | 減碼 |
| 48 | PG | Procter & Gamble Co/the | -0.2% | -0.53% | 減碼 |
| 49 | AAPL | Apple Inc | -0.6% | -1.73% | 減碼 |
| 50 | UNH | Unitedhealth Group Inc | -1.2% | -91.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，James Investment Research, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$9.8億，共申報了 338 個公開持股部位。
在 Q2 2025 季度，James Investment Research, Inc. 按市值排列的前三大核心持股分別為：MSFT (4.4%)、NVDA (4.2%)、AAPL (3.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.4% 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
EUAD
市值: US$219.3萬
本季最大獲利了結 / 清倉標的
PFE
前期市值: US$69.3萬
在 Q2 2025 季度中，James Investment Research, Inc. 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 11 個部位、減碼 33 個部位以及清倉 1 個部位。 其中最大新建倉標的為 EUAD。 本季清倉部位包含 PFE。
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。