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: 0001730467
申報總市值
US$7.3億
US$7.3億
46 檔
15.1%
Lone Peak Global Investors LLC 在 Q2 2025 季度的美股部位總計估值為 US$7.3億，分散於 46 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Lone Peak Global Investors LLC 積極進場，新開立 9 個部位並同步加碼 25 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 CAH, JNJ, KDP）累計市值佔比達 15.1%，是驅動 Lone Peak Global Investors LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | CAH | Cardinal Health Inc | 股票-醫療保健 | 4.29% | -0.06% | +3.14% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.21% | -0.67% | +19.84% | |
| 3 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 4.21% | +0.41% | +67.30% | |
| 4 | PRDO | Perdoceo Education CORP | 股票-其他 | 4.17% | -3.57% | EXIT | |
| 5 | NATL | Ncr Atleos CORP | 股票-科技 | 4.01% | -1.65% | EXIT | |
| 6 | SOLV | Solventum CORP | 股票-醫療保健 | 3.90% | +1.20% | +3.09% | |
| 7 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.75% | -0.44% | +3.17% | |
| 8 | DLB | Dolby Laboratories Inc-cl A | 股票-工業 | 3.74% | — | +3.07% | |
| 9 | GBCI | Glacier Bancorp Inc | 股票-金融 | 3.73% | -1.03% | +17.85% | |
| 10 | NKE | Nike Inc -cl B | 股票-循環性消費 | 3.64% | -0.96% | +54.88% | |
| 11 | OPLN | Openlane Inc | 股票-其他 | 3.31% | -0.36% | +3.02% | |
| 12 | HSIC | Henry Schein Inc | 股票-醫療保健 | 3.29% | -0.03% | +3.10% | |
| 13 | DK | Delek US Holdings Inc | 股票-其他 | 3.26% | -0.03% | +1.88% | |
| 14 | KVUE | Kenvue Inc | 股票-非循環性消費 | 3.21% | — | -11.08% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 3.18% | +0.03% | +3.17% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 3.12% | +1.27% | +3.16% | |
| 17 | FIS | Fidelity National Info Serv | 股票-科技 | 3.04% | — | -16.48% | |
| 18 | EVTC | Evertec Inc | 股票-其他 | 2.99% | -0.35% | +3.05% | |
| 19 | REYN | Reynolds Consumer Products I | 股票-其他 | 2.89% | -0.85% | +4507.22% | |
| 20 | CTBI | Community Trust Bancorp Inc | 股票-其他 | 2.85% | +0.13% | +3.08% | |
| 21 | SYY | Sysco CORP | 股票-非循環性消費 | 2.84% | — | +3.12% | |
| 22 | EBAY | Ebay Inc | 股票-循環性消費 | 2.77% | +0.16% | -19.20% | |
| 23 | HNI | Hni CORP | 股票-其他 | 2.72% | -0.07% | +3.07% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工業 | 2.59% | -0.49% | +116.65% | |
| 25 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 2.56% | — | -23.56% | |
| 26 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 2.44% | -0.60% | — | |
| 27 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 2.24% | — | -27.99% | |
| 28 | RKT | Rocket Cos Inc-class A | 股票-金融 | 2.19% | -0.11% | — | |
| 29 | HUM | Humana Inc | 股票-醫療保健 | 1.89% | — | — | |
| 30 | ECG | Everus Construction Group | 股票-工業 | 1.65% | +0.21% | — | |
| 31 | GPRE | Green Plains Inc | 股票-其他 | 1.59% | — | +201.25% | |
| 32 | LKQ | Lkq CORP | 股票-循環性消費 | 1.59% | +0.63% | — | |
| 33 | COLB | Columbia Banking System Inc | 股票-金融 | 1.41% | +0.06% | — | |
| 34 | WINA | Winmark CORP | 股票-其他 | 0.09% | — | +26.49% | |
| 35 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.08% | — | — | |
| 36 | CHE | Chemed CORP | 股票-醫療保健 | 0.07% | +0.69% | +34.12% | |
| 37 | FRPT | Freshpet, Inc. | 股票-非循環性消費 | 0.07% | — | — | |
| 38 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.06% | +0.01% | +24.02% | |
| 39 | CVBF | Cvb Financial CORP | 股票-其他 | 0.06% | — | — | |
| 40 | 8TG | Thermon Group Holdings Inc | 股票-其他 | 0.06% | — | — | |
| 41 | HWC | Hancock Whitney CORP | 股票-金融 | 0.05% | — | — | |
| 42 | IESC | Ies Holdings Inc | 股票-工業 | 0.05% | -0.03% | — | |
| 43 | DOUG | Douglas Elliman Inc | 股票-其他 | 0.04% | — | — | |
| 44 | GMREUSD | Global Medical Reit Inc | 股票-其他 | 0.04% | — | -41.92% | |
| 45 | GJB | Steelcase Inc-cl A | 股票-其他 | 0.04% | — | — | |
| 46 | AMCX | Amc Global Media Inc | 股票-其他 | 0.04% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | REYN | Reynolds Consumer Products I | +2.8% | +4507.22% | 加碼 |
| 2 | BDX | Becton Dickinson And Co | +2.4% | NEW | 新建倉 |
| 3 | RKT | Rocket Cos Inc-class A | +2.2% | NEW | 新建倉 |
| 4 | HUM | Humana Inc | +1.9% | NEW | 新建倉 |
| 5 | ECG | Everus Construction Group | +1.7% | NEW | 新建倉 |
| 6 | LKQ | Lkq CORP | +1.6% | NEW | 新建倉 |
| 7 | COLB | Columbia Banking System Inc | +1.4% | NEW | 新建倉 |
| 8 | KDP | Keurig Dr Pepper Inc | +1.4% | +67.30% | 加碼 |
| 9 | NKE | Nike Inc -cl B | +1.4% | +54.88% | 加碼 |
| 10 | UPS | United Parcel Service-cl B | +1.2% | +116.65% | 加碼 |
| 11 | GPRE | Green Plains Inc | +1.1% | +201.25% | 加碼 |
| 12 | PRDO | Perdoceo Education CORP | +0.8% | +3.04% | 加碼 |
| 13 | DK | Delek US Holdings Inc | +0.8% | +1.88% | 加碼 |
| 14 | DIS | Walt Disney Co/the | +0.6% | +3.17% | 加碼 |
| 15 | CAH | Cardinal Health Inc | +0.6% | +3.14% | 加碼 |
| 16 | OPLN | Openlane Inc | +0.6% | +3.02% | 加碼 |
| 17 | GBCI | Glacier Bancorp Inc | +0.2% | +17.85% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.2% | +3.16% | 加碼 |
| 19 | RTX | Rtx CORP | +0.2% | +3.17% | 加碼 |
| 20 | HNI | Hni CORP | +0.2% | +3.07% | 加碼 |
| 21 | NATL | Ncr Atleos CORP | +0.1% | +3.05% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +19.84% | 加碼 |
| 23 | HSIC | Henry Schein Inc | +0.1% | +3.10% | 加碼 |
| 24 | CVBF | Cvb Financial CORP | +0.1% | NEW | 新建倉 |
| 25 | IESC | Ies Holdings Inc | +0.1% | NEW | 新建倉 |
| 26 | DOUG | Douglas Elliman Inc | 0% | NEW | 新建倉 |
| 27 | WINA | Winmark CORP | 0% | +26.49% | 加碼 |
| 28 | CTBI | Community Trust Bancorp Inc | 0% | +3.08% | 加碼 |
| 29 | MSM | Msc Industrial Direct Co-a | 0% | +24.02% | 加碼 |
| 30 | HWC | Hancock Whitney CORP | — | — | 不變 |
| 31 | CHE | Chemed CORP | — | +34.12% | 加碼 |
| 32 | AMCX | Amc Global Media Inc | 0% | — | 不變 |
| 33 | WEX | Wex Inc | -0.1% | EXIT | 清倉 |
| 34 | GMREUSD | Global Medical Reit Inc | -0.1% | -41.92% | 減碼 |
| 35 | SYY | Sysco CORP | -0.1% | +3.12% | 加碼 |
| 36 | SENEA | Seneca Foods CORP - Cl A | -0.1% | EXIT | 清倉 |
| 37 | SOLV | Solventum CORP | -0.2% | +3.09% | 加碼 |
| 38 | EVTC | Evertec Inc | -0.2% | +3.05% | 加碼 |
| 39 | TIGO | Millicom International Cellular S.A. | -0.4% | -23.56% | 減碼 |
| 40 | DLB | Dolby Laboratories Inc-cl A | -0.5% | +3.07% | 加碼 |
| 41 | FIS | Fidelity National Info Serv | -0.6% | -16.48% | 減碼 |
| 42 | EBAY | Ebay Inc | -0.6% | -19.20% | 減碼 |
| 43 | WBD | Warner Bros Discovery Inc | -0.9% | -27.99% | 減碼 |
| 44 | KVUE | Kenvue Inc | -1.3% | -11.08% | 減碼 |
| 45 | GIS | General Mills Inc | -2.5% | EXIT | 清倉 |
| 46 | LBRT | Liberty Energy Inc | -2.5% | EXIT | 清倉 |
| 47 | SLB | Slb LTD | -2.8% | EXIT | 清倉 |
| 48 | VOD | Vodafone Group Plc-sp Adr | -3.6% | EXIT | 清倉 |
| 49 | PFE | Pfizer Inc | -3.7% | EXIT | 清倉 |
| 50 | MMM | 3m Co | -3.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lone Peak Global Investors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$7.3億，共申報了 46 個公開持股部位。
在 Q2 2025 季度，Lone Peak Global Investors LLC 按市值排列的前三大核心持股分別為：CAH (4.3%)、JNJ (4.2%)、KDP (4.2%)。其中最大持股部位 CAH 佔據整體投資組合約 4.3% 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
BDX
市值: US$1280.1萬
本季最大獲利了結 / 清倉標的
MMM
前期市值: US$1850.1萬
在 Q2 2025 季度中，Lone Peak Global Investors LLC 共進行了 48 項持倉異動，包含新建倉 9 個部位、加碼 25 個部位、減碼 6 個部位以及清倉 8 個部位。 其中最大新建倉標的為 BDX。 本季清倉部位包含 MMM。
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。