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: 0001108965
申報總市值
US$5.7億
US$5.7億
125 檔
22.2%
Lynch & Associates/in 在 Q2 2025 季度的美股部位總計估值為 US$5.7億，分散於 125 個持倉標的之中，反映其市場參與廣度與投資規模。
Lynch & Associates/in 於 Q2 2025 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 26 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。
從部位權重觀察，前 5 大標的（包含 MSFT, IVV, WMT）累計市值佔比達 22.2%，是驅動 Lynch & Associates/in 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 | MSFT | Microsoft CORP | 股票-科技 | 10.41% | -0.48% | -0.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.30% | +0.20% | +1.45% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 3.86% | -0.65% | -3.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.80% | +0.19% | +1.89% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.21% | +0.10% | -2.05% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.83% | -0.14% | -0.38% | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 2.80% | +0.14% | -0.23% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.77% | -0.13% | +0.80% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.74% | +0.19% | +1.04% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.66% | -3.85% | EXIT | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.09% | +0.83% | +0.58% | |
| 12 | EMR | Emerson Electric Co | 股票-工業 | 2.05% | +0.02% | -0.54% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.97% | -0.39% | +0.19% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.13% | +0.38% | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.61% | -0.20% | +5.68% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.59% | +0.05% | +1.94% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.55% | +0.09% | +0.72% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.50% | -0.53% | -1.43% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.47% | -0.40% | -0.04% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.43% | -0.02% | +0.09% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.42% | -0.14% | -0.48% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.42% | — | -1.19% | |
| 23 | BAC | Bank Of America CORP | 股票-金融 | 1.38% | +0.09% | +0.94% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.35% | +0.32% | +12.79% | |
| 25 | HON | Honeywell International Inc | 股票-工業 | 1.30% | -1.11% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.04% | +1.46% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.10% | +0.47% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.13% | +0.29% | -0.40% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.13% | -0.16% | -0.06% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 1.12% | +0.37% | -1.38% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工業 | 1.09% | +0.05% | -1.44% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.00% | +0.04% | +5.15% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.99% | -0.13% | +0.44% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.97% | +0.21% | +4.08% | |
| 35 | COF | Capital One Financial CORP | 股票-金融 | 0.95% | +0.01% | — | |
| 36 | SYY | Sysco CORP | 股票-非循環性消費 | 0.91% | +0.05% | -0.43% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.91% | -0.13% | -1.62% | |
| 38 | BA | Boeing Co/the | 股票-工業 | 0.84% | — | +3.48% | |
| 39 | ✓ | 股票-其他 | 0.83% | -0.13% | -0.33% | ||
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.83% | -0.02% | +3.41% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.81% | +0.02% | +1.32% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.80% | -0.08% | — | |
| 43 | ITW | Illinois Tool Works | 股票-工業 | 0.80% | -0.04% | -0.07% | |
| 44 | FSFG | First Savings Financial Grp | 股票-其他 | 0.77% | — | -0.00% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.75% | -0.07% | +2.57% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.64% | +0.08% | +1.30% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | — | -2.13% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | +0.02% | +2.81% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.55% | +0.04% | +4.02% | |
| 50 | FNCL | Fidelity Msci Financial Indx | ETF-其他 | 0.52% | +0.07% | +3.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | -0.58% | 減碼 |
| 2 | COF | Capital One Financial CORP | +1% | NEW | 新建倉 |
| 3 | IBM | Intl Business Machines CORP | +0.3% | -0.23% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -2.05% | 減碼 |
| 5 | EMR | Emerson Electric Co | +0.2% | -0.54% | 減碼 |
| 6 | AVGO | Broadcom Inc | +0.2% | NEW | 新建倉 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +1.45% | 加碼 |
| 8 | CTAS | Cintas CORP | +0.2% | NEW | 新建倉 |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +4.08% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +17.75% | 加碼 |
| 11 | WM | Waste Management Inc | +0.1% | NEW | 新建倉 |
| 12 | BA | Boeing Co/the | +0.1% | +3.48% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | +5.15% | 加碼 |
| 14 | GIB | Cgi Inc | +0.1% | NEW | 新建倉 |
| 15 | DIS | Walt Disney Co/the | +0.1% | — | 不變 |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +0.58% | 加碼 |
| 17 | NVDA | Nvidia CORP | +0.1% | +22.68% | 加碼 |
| 18 | ORCL | Oracle CORP | +0.1% | NEW | 新建倉 |
| 19 | BAC | Bank Of America CORP | +0.1% | +0.94% | 加碼 |
| 20 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +26.13% | 加碼 |
| 21 | TXN | Texas Instruments Inc | +0.1% | -1.38% | 減碼 |
| 22 | CGGR | Cap Group Growth Equity | +0.1% | +20.51% | 加碼 |
| 23 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +0.72% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.40% | 減碼 |
| 25 | XLK | Ss Technology Select Sector | +0.1% | -1.08% | 減碼 |
| 26 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +26.90% | 加碼 |
| 27 | HON | Honeywell International Inc | 0% | +0.55% | 加碼 |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | +4.02% | 加碼 |
| 29 | FIDU | Fidelity Msci Indust Indx | 0% | +5.20% | 加碼 |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.89% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | +0.44% | 加碼 |
| 32 | PM | Philip Morris International | 0% | -2.13% | 減碼 |
| 33 | WMT | Walmart Inc | 0% | -3.30% | 減碼 |
| 34 | ABT | Abbott Laboratories | 0% | +5.68% | 加碼 |
| 35 | LLY | Eli Lilly & Co | 0% | +12.79% | 加碼 |
| 36 | SYK | Stryker CORP | 0% | -0.48% | 減碼 |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.94% | 加碼 |
| 38 | ADBE | Adobe Inc | -0.1% | EXIT | 清倉 |
| 39 | UPS | United Parcel Service-cl B | -0.2% | -1.44% | 減碼 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +1.46% | 加碼 |
| 41 | DOW | Dow Inc | -0.2% | -30.96% | 減碼 |
| 42 | MCD | Mcdonald's CORP | -0.3% | +0.19% | 加碼 |
| 43 | AAPL | Apple Inc | -0.3% | +0.38% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | -0.3% | -1.19% | 減碼 |
| 45 | CVX | Chevron CORP | -0.4% | -1.43% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | -0.4% | +1.91% | 加碼 |
| 47 | PG | Procter & Gamble Co/the | -0.4% | -0.38% | 減碼 |
| 48 | JNJ | Johnson & Johnson | -0.4% | +0.80% | 加碼 |
| 49 | ABBV | Abbvie Inc | -0.6% | +1.04% | 加碼 |
| 50 | DFSEUR | Discover Financial Services | -0.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Lynch & Associates/in 在 Q2 2025 季度的美股持倉總市值約為 US$5.7億，共申報了 125 個公開持股部位。
在 Q2 2025 季度，Lynch & Associates/in 按市值排列的前三大核心持股分別為：MSFT (10.4%)、IVV (4.3%)、WMT (3.9%)。其中最大持股部位 MSFT 佔據整體投資組合約 10.4% 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
COF
市值: US$469.5萬
本季最大獲利了結 / 清倉標的
DFSEUR
前期市值: US$361.8萬
在 Q2 2025 季度中，Lynch & Associates/in 共進行了 49 項持倉異動，包含新建倉 6 個部位、加碼 26 個部位、減碼 15 個部位以及清倉 2 個部位。 其中最大新建倉標的為 COF。 本季清倉部位包含 DFSEUR。
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。