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
356 檔
16.8%
在 Q3 2025 申報期間，James Investment Research, Inc.（CIK: 0000810384）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.8億，共持有 356 個公開申報部位。
從 Q3 2025 申報觀察，James Investment Research, Inc. 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 1 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，James Investment Research, Inc. 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 16.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 356 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 | NVDA | Nvidia CORP | 股票-科技 | 4.44% | +0.09% | -3.54% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.20% | -0.24% | -1.16% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.51% | -0.03% | -1.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.18% | +0.35% | -4.83% | |
| 5 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.70% | -0.66% | -5.05% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.58% | -0.05% | -1.30% | |
| 7 | ENVA | Enova International Inc | 股票-金融 | 2.11% | +1.08% | +1.83% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 1.95% | -0.59% | -6.03% | |
| 9 | NVMI | Nova Ltd. | 股票-其他 | 1.58% | -0.20% | -3.95% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.58% | +0.08% | -1.05% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | +0.16% | -2.81% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.47% | +0.30% | -2.17% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.47% | -0.11% | -1.30% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.34% | -0.08% | -1.30% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.33% | -0.11% | -5.25% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | +0.09% | -1.78% | |
| 17 | URI | United Rentals Inc | 股票-工業 | 1.21% | +0.36% | -0.15% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.21% | -0.24% | -0.38% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.14% | -0.11% | -1.83% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.10% | -0.03% | -6.44% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.09% | -0.11% | -4.34% | |
| 22 | JBL | Jabil Inc | 股票-科技 | 1.06% | — | -2.05% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.04% | +0.52% | -0.63% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.98% | -0.09% | -2.34% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | -0.03% | +0.11% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.93% | +0.16% | +1.28% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.93% | +0.21% | -2.77% | |
| 28 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.90% | -0.31% | -1.43% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | +0.03% | +0.15% | |
| 30 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.86% | -0.02% | -1.76% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.85% | -0.12% | -8.74% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.45% | -0.22% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | -0.35% | -1.56% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.78% | -0.06% | +0.48% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.78% | +0.31% | -1.10% | |
| 36 | VLO | Valero Energy CORP | 股票-能源 | 0.75% | -0.20% | -0.91% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.74% | +0.02% | +0.36% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | -0.07% | -1.72% | |
| 39 | MHO | M/i Homes Inc | 股票-循環性消費 | 0.68% | +0.11% | +6.99% | |
| 40 | TBBK | Bancorp Inc/the | 股票-其他 | 0.67% | +0.02% | +0.64% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.65% | +0.01% | +6.84% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.03% | -1.67% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.61% | +0.04% | +7.81% | |
| 44 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.58% | -0.13% | +1.73% | |
| 45 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.57% | -0.10% | -3.23% | |
| 46 | AEP | American Electric Power | 股票-公用事業 | 0.56% | -0.01% | +1.64% | |
| 47 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.55% | -0.01% | -4.92% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.55% | -0.03% | -3.64% | |
| 49 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.53% | -0.05% | -3.14% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.52% | +0.21% | -2.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -3.54% | 減碼 |
| 2 | AVGO | Broadcom Inc | +0.6% | -2.81% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -1.16% | 減碼 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.6% | +0.11% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -4.83% | 減碼 |
| 6 | NVMI | Nova Ltd. | +0.5% | -3.95% | 加碼 |
| 7 | SHLD | Global X Defense Tech ETF | +0.3% | +1.73% | 加碼 |
| 8 | URI | United Rentals Inc | +0.3% | -0.15% | 減碼 |
| 9 | JBL | Jabil Inc | +0.3% | -2.05% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -2.17% | 減碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -1.78% | 減碼 |
| 12 | EWG | Ishares Msci Germany ETF | +0.2% | -0.22% | 加碼 |
| 13 | SLV | Ishares Silver Trust | +0.2% | +51.53% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | -1.30% | 減碼 |
| 15 | ASML | ASML Holding N.V. | +0.1% | -1.10% | 減碼 |
| 16 | AEP | American Electric Power | +0.1% | +1.64% | 加碼 |
| 17 | EVR | Evercore Inc - A | +0.1% | +20.83% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -1.30% | 減碼 |
| 19 | ETN | Eaton Corporation plc | +0.1% | +0.36% | 加碼 |
| 20 | TBBK | Bancorp Inc/the | +0.1% | +0.64% | 減碼 |
| 21 | SCHB | Schwab US Broad Market ETF | +0.1% | +15.20% | 加碼 |
| 22 | GE | General Electric | +0.1% | +37.79% | 加碼 |
| 23 | MHO | M/i Homes Inc | +0.1% | +6.99% | 加碼 |
| 24 | TJX | Tjx Companies Inc | +0.1% | -1.00% | 加碼 |
| 25 | 62C | Piper Sandler Cos | +0.1% | +1.48% | 加碼 |
| 26 | ENVA | Enova International Inc | +0.1% | +1.83% | 加碼 |
| 27 | CASY | Casey's General Stores Inc | +0.1% | -4.92% | 加碼 |
| 28 | CDNS | Cadence Design Sys Inc | +0.1% | -2.10% | 減碼 |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +1.28% | 減碼 |
| 30 | VLO | Valero Energy CORP | 0% | -0.91% | 減碼 |
| 31 | IAU | Ishares Gold Trust | 0% | -5.05% | 減碼 |
| 32 | BLK | Blackrock Inc | 0% | -2.34% | 減碼 |
| 33 | XLK | Ss Technology Select Sector | 0% | -0.63% | 減碼 |
| 34 | AMZN | Amazon.com Inc | -0.1% | -1.05% | 減碼 |
| 35 | WMT | Walmart Inc | -0.1% | -6.03% | 減碼 |
| 36 | NEE | Nextera Energy Inc | -0.2% | -2.78% | 減碼 |
| 37 | PLD | Prologis Inc | -0.2% | -47.14% | 減碼 |
| 38 | ZTS | Zoetis Inc | -0.2% | -24.56% | 減碼 |
| 39 | AAPL | Apple Inc | -0.2% | -1.72% | 減碼 |
| 40 | AVY | Avery Dennison CORP | -0.2% | -0.94% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -0.3% | -2.77% | 減碼 |
| 42 | ACN | Accenture plc | -0.3% | -53.58% | 減碼 |
| 43 | AJG | Arthur J Gallagher & Co | -0.3% | -1.76% | 減碼 |
| 44 | TMUS | T-mobile US Inc | -0.3% | -1.43% | 減碼 |
| 45 | NSIT | Insight Enterprises Inc | -0.4% | -25.00% | 減碼 |
| 46 | PG | Procter & Gamble Co/the | -0.5% | -5.25% | 減碼 |
| 47 | UNH | Unitedhealth Group Inc | — | EXIT | 清倉 |
| 48 | EUAD | Select Stoxx Eur Aer De ETF | — | NEW | 新建倉 |
| 49 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新建倉 |
| 50 | WELL | Welltower Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，James Investment Research, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$9.8億，共申報了 356 個公開持股部位。
在 Q3 2025 季度，James Investment Research, Inc. 按市值排列的前三大核心持股分別為：NVDA (4.4%)、MSFT (4.2%)、AAPL (3.5%)。其中最大持股部位 NVDA 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$234.6萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$950.9萬
在 Q3 2025 季度中，James Investment Research, Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 15 個部位、減碼 31 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 UNH。
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。