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: 0001999898
申報總市值
US$1.3億
US$1.3億
40 檔
24.5%
根據最新整理的 13F 季度數據集，Kampmann Melissa S. 於 Q3 2025 結束時的管理資產規模為 US$1.3億。該機構在本季度申報了 40 檔美股持倉，呈現出該時期的主要投資地圖。
Kampmann Melissa S. 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 36 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, AAPL, UBER）占據了總市值的 24.5%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | 5.15% | -0.24% | -0.47% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.83% | +0.36% | -2.47% | |
| 3 | UBER | Uber Technologies Inc | 股票-工業 | 4.62% | -0.28% | -2.47% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.59% | +0.91% | -3.31% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.46% | +0.20% | -0.54% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.44% | +1.23% | -3.32% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 3.93% | -0.77% | -3.84% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 3.37% | -0.35% | +1.17% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 3.35% | -0.11% | -0.31% | |
| 10 | FAST | Fastenal Co | 股票-工業 | 3.27% | -0.08% | +0.10% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.05% | +0.23% | +0.03% | |
| 12 | ROK | Rockwell Automation Inc | 股票-工業 | 3.02% | +1.06% | -0.08% | |
| 13 | IRTC | Irhythm Holdings Inc | 股票-醫療保健 | 3.00% | -0.19% | -2.71% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.96% | -0.13% | -0.50% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.92% | -0.13% | -0.29% | |
| 16 | BX | Blackstone Inc | 股票-金融 | 2.78% | -0.45% | +0.16% | |
| 17 | ECL | Ecolab Inc | 股票-原物料 | 2.66% | -0.02% | +0.11% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 2.61% | -1.05% | — | |
| 19 | WDAY | Workday Inc-class A | 股票-科技 | 2.46% | -0.81% | EXIT | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 2.44% | -0.09% | +0.29% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 2.34% | -0.66% | -1.01% | |
| 22 | AON | Aon plc | 股票-金融 | 2.29% | -0.93% | -3.51% | |
| 23 | RBA | Rb Global Inc | 股票-工業 | 2.20% | +0.16% | -2.47% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 2.09% | — | +0.86% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.97% | -0.65% | -0.14% | |
| 26 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.83% | — | -0.82% | |
| 27 | GNRC | Generac Holdings Inc | 股票-工業 | 1.81% | +0.96% | +0.10% | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.78% | -0.38% | -3.02% | |
| 29 | CSGP | Costar Group Inc | 股票-房地產 | 1.78% | — | +17.94% | |
| 30 | GEV | GE Vernova Inc | 股票-工業 | 1.75% | +0.82% | +26.99% | |
| 31 | WM | Waste Management Inc | 股票-工業 | 1.64% | -0.04% | +2.52% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 1.36% | -0.49% | -6.48% | |
| 33 | TOST | Toast Inc-class A | 股票-科技 | 1.32% | -0.14% | +0.07% | |
| 34 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.32% | — | -17.45% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.12% | -0.09% | +0.20% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.11% | +0.13% | -25.61% | |
| 37 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.98% | -0.06% | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | -0.01% | +0.39% | |
| 39 | XYL | Xylem Inc | 股票-工業 | 0.36% | -0.11% | -18.17% | |
| 40 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.30% | -0.01% | -14.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.4% | +0.29% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +1% | -3.31% | 減碼 |
| 3 | MSFT | Microsoft CORP | +1% | -0.47% | 減碼 |
| 4 | IRTC | Irhythm Holdings Inc | +0.9% | -2.71% | 減碼 |
| 5 | UBER | Uber Technologies Inc | +0.7% | -2.47% | 減碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | -0.54% | 減碼 |
| 7 | ROK | Rockwell Automation Inc | +0.6% | -0.08% | 減碼 |
| 8 | FAST | Fastenal Co | +0.4% | +0.10% | 加碼 |
| 9 | CSGP | Costar Group Inc | +0.3% | +17.94% | 加碼 |
| 10 | GNRC | Generac Holdings Inc | +0.2% | +0.10% | 減碼 |
| 11 | BX | Blackstone Inc | +0.2% | +0.16% | 減碼 |
| 12 | WM | Waste Management Inc | +0.2% | +2.52% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.03% | 減碼 |
| 14 | HD | Home Depot Inc | 0% | +0.86% | 減碼 |
| 15 | JNJ | Johnson & Johnson | 0% | -0.50% | 減碼 |
| 16 | TOST | Toast Inc-class A | — | +0.07% | 減碼 |
| 17 | WMT | Walmart Inc | 0% | -3.84% | 減碼 |
| 18 | AAPL | Apple Inc | 0% | -2.47% | 減碼 |
| 19 | AGG | Ishares Core U.s. Aggregate | 0% | +0.39% | 加碼 |
| 20 | ECL | Ecolab Inc | -0.1% | +0.11% | 減碼 |
| 21 | XYL | Xylem Inc | -0.1% | -18.17% | 減碼 |
| 22 | WDAY | Workday Inc-class A | -0.1% | -0.74% | 減碼 |
| 23 | CNI | Canadian Natl Railway Co | -0.1% | -14.43% | 減碼 |
| 24 | RBA | Rb Global Inc | -0.2% | -2.47% | 減碼 |
| 25 | DXCM | Dexcom Inc | -0.2% | -0.82% | 減碼 |
| 26 | BIV | Vanguard Intermediate-term B | -0.2% | +0.20% | 減碼 |
| 27 | MA | Mastercard Inc - A | -0.2% | -0.31% | 減碼 |
| 28 | ICE | Intercontinental Exchange In | -0.4% | -1.01% | 減碼 |
| 29 | CVX | Chevron CORP | -0.4% | -0.14% | 減碼 |
| 30 | SYK | Stryker CORP | -0.4% | +1.17% | 減碼 |
| 31 | SPGI | S&p Global Inc | -0.4% | — | 減碼 |
| 32 | CRM | Salesforce Inc | -0.5% | -6.48% | 減碼 |
| 33 | ISRG | Intuitive Surgical Inc | -0.5% | -3.02% | 減碼 |
| 34 | AON | Aon plc | -0.6% | -3.51% | 減碼 |
| 35 | PG | Procter & Gamble Co/the | -0.7% | -0.29% | 減碼 |
| 36 | ZTS | Zoetis Inc | -0.7% | -17.45% | 減碼 |
| 37 | SBUX | Starbucks CORP | -0.8% | -25.61% | 減碼 |
| 38 | LLY | Eli Lilly & Co | -1.1% | -3.32% | 減碼 |
| 39 | GEV | GE Vernova Inc | — | NEW | 新建倉 |
| 40 | SCHW | Schwab (charles) CORP | — | EXIT | 清倉 |
| 41 | WEC | Wec Energy Group Inc | — | NEW | 新建倉 |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 清倉 |
| 43 | NKE | Nike Inc -cl B | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Kampmann Melissa S. 在 Q3 2025 季度的美股持倉總市值約為 US$1.3億，共申報了 40 個公開持股部位。
在 Q3 2025 季度，Kampmann Melissa S. 按市值排列的前三大核心持股分別為：MSFT (5.2%)、AAPL (4.8%)、UBER (4.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 5.2% 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
GEV
市值: US$240.1萬
本季最大獲利了結 / 清倉標的
SCHW
前期市值: US$237.5萬
在 Q3 2025 季度中，Kampmann Melissa S. 共進行了 43 項持倉異動，包含新建倉 2 個部位、加碼 5 個部位、減碼 33 個部位以及清倉 3 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 SCHW。
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。