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: 0001861752
申報總市值
US$2.3億
US$2.3億
104 檔
38.4%
在 Q2 2025 申報期間，LCM Capital Management Inc（CIK: 0001861752）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$2.3億，共持有 104 個公開申報部位。
LCM Capital Management Inc 於 Q2 2025 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 33 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，LCM Capital Management Inc 的前 5 大核心持股（包含 SPY, MDY, IWM 等）合計佔整體申報市值的 38.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 13.54% | -0.07% | +0.73% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 12.92% | -0.02% | +0.24% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 7.79% | +0.56% | +0.54% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.98% | — | +3.27% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.69% | -0.45% | +4.15% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.85% | — | -2.85% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 4.05% | -0.15% | +0.45% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.62% | -0.21% | +1.76% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | +0.01% | -1.63% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.98% | +0.30% | +0.19% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.91% | -0.64% | -3.58% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.78% | +0.14% | -0.74% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.60% | -0.23% | +0.47% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.57% | -0.39% | +0.26% | |
| 15 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 1.16% | -0.31% | +4.35% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.11% | +0.23% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | -0.18% | +0.71% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.00% | -0.09% | +0.28% | |
| 19 | MSTR | Strategy Inc | 股票-科技 | 0.97% | -0.28% | — | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 0.93% | -0.29% | -0.03% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.11% | +0.10% | |
| 22 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.15% | +0.16% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.83% | -0.05% | +0.34% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | +1.46% | +24.65% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.75% | -0.11% | EXIT | |
| 26 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | +0.12% | +0.10% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.28% | +0.39% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.28% | +1.39% | |
| 29 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.61% | -0.07% | +0.21% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.59% | -0.09% | +0.46% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.02% | +0.94% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.18% | +0.07% | |
| 33 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.56% | -0.13% | +0.58% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.55% | -0.09% | — | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.55% | -0.04% | -0.11% | |
| 36 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.13% | +0.43% | |
| 37 | UL | Unilever PLC | 股票-非循環性消費 | 0.52% | — | +0.12% | |
| 38 | EMR | Emerson Electric Co | 股票-工業 | 0.49% | -0.02% | +0.92% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.48% | -0.04% | -0.09% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.11% | +0.67% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.43% | -0.05% | +0.25% | |
| 42 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.39% | -0.01% | +0.43% | |
| 43 | AMRN | Amarin CORP PLC -adr | 股票-其他 | 0.36% | +0.04% | — | |
| 44 | ASML | ASML Holding N.V. | 股票-科技 | 0.34% | +0.17% | -1.67% | |
| 45 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.33% | -0.04% | -0.39% | |
| 46 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.32% | +0.06% | +2.78% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.31% | -0.02% | -1.42% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.29% | -0.05% | -2.11% | |
| 49 | AZO | Autozone Inc | 股票-循環性消費 | 0.27% | -0.04% | — | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.27% | — | +0.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | +3.27% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1% | +4.15% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | -0.74% | 減碼 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.5% | -3.58% | 減碼 |
| 5 | AMRN | Amarin CORP PLC -adr | +0.4% | NEW | 新建倉 |
| 6 | ORCL | Oracle CORP | +0.3% | +0.28% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | +24.65% | 加碼 |
| 8 | ETHA | Ishares Ethereum Trust ETF | +0.3% | +4.35% | 加碼 |
| 9 | MSTR | Strategy Inc | +0.2% | — | 不變 |
| 10 | PWR | Quanta Services Inc | +0.2% | NEW | 新建倉 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +0.23% | 加碼 |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +5.99% | 加碼 |
| 13 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 14 | SWKS | Skyworks Solutions Inc | +0.1% | NEW | 新建倉 |
| 15 | DIS | Walt Disney Co/the | +0.1% | -0.11% | 減碼 |
| 16 | NFLX | Netflix Inc | +0.1% | -2.11% | 減碼 |
| 17 | CEG | Constellation Energy | +0.1% | +3.58% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.69% | 加碼 |
| 19 | EMR | Emerson Electric Co | 0% | +0.92% | 加碼 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +0.94% | 加碼 |
| 21 | NOW | Servicenow Inc | 0% | +2.03% | 加碼 |
| 22 | ANET | Arista Networks Inc | 0% | -0.44% | 減碼 |
| 23 | TTD | Trade Desk Inc/the -class A | 0% | — | 不變 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +0.19% | 加碼 |
| 25 | TSLA | Tesla Inc | 0% | +0.13% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.68% | 加碼 |
| 27 | AMZN | Amazon.com Inc | 0% | -1.63% | 減碼 |
| 28 | ASML | ASML Holding N.V. | 0% | -1.67% | 減碼 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.78% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | — | +0.07% | 加碼 |
| 31 | SAP | Sap Se-sponsored Adr | — | -0.39% | 減碼 |
| 32 | WMT | Walmart Inc | 0% | +0.26% | 加碼 |
| 33 | RTX | Rtx CORP | 0% | +0.16% | 加碼 |
| 34 | EFA | Ishares Msci Eafe ETF | -0.1% | +1.76% | 加碼 |
| 35 | COST | Costco Wholesale CORP | -0.1% | +0.71% | 加碼 |
| 36 | PFE | Pfizer Inc | -0.1% | -20.27% | 減碼 |
| 37 | BMY | Bristol-myers Squibb Co | -0.1% | +0.23% | 加碼 |
| 38 | YUM | Yum! Brands Inc | -0.1% | +0.21% | 加碼 |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +0.47% | 加碼 |
| 40 | XOM | Exxon Mobil CORP | -0.1% | +1.39% | 加碼 |
| 41 | PEP | Pepsico Inc | -0.2% | +0.43% | 加碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | +0.25% | 加碼 |
| 43 | CVX | Chevron CORP | -0.2% | +0.39% | 加碼 |
| 44 | JNJ | Johnson & Johnson | -0.2% | +0.10% | 加碼 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.73% | 加碼 |
| 46 | VFH | Vanguard Financials ETF | -0.2% | +0.45% | 加碼 |
| 47 | ✓ | Amarin Corp PLC | -0.2% | EXIT | 清倉 |
| 48 | IWM | Ishares Russell 2000 ETF | -0.3% | +0.54% | 加碼 |
| 49 | MDY | State Street Spdr S&p Midcap | -0.8% | +0.24% | 加碼 |
| 50 | AAPL | Apple Inc | -1.3% | -2.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，LCM Capital Management Inc 在 Q2 2025 季度的美股持倉總市值約為 US$2.3億，共申報了 104 個公開持股部位。
在 Q2 2025 季度，LCM Capital Management Inc 按市值排列的前三大核心持股分別為：SPY (13.5%)、MDY (12.9%)、IWM (7.8%)。其中最大持股部位 SPY 佔據整體投資組合約 13.5% 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
AMRN
市值: US$69.6萬
本季最大獲利了結 / 清倉標的
Amarin Corp PLC
前期市值: US$38.5萬
在 Q2 2025 季度中，LCM Capital Management Inc 共進行了 48 項持倉異動，包含新建倉 4 個部位、加碼 33 個部位、減碼 10 個部位以及清倉 1 個部位。 其中最大新建倉標的為 AMRN。 本季清倉部位包含 Amarin Corp PLC。
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。