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: 0001802539
申報總市值
US$201.2億
US$201.2億
370 檔
18.2%
在 Q3 2025 申報期間，M&G Plc（CIK: 0001802539）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$201.2億，共持有 370 個公開申報部位。
M&G Plc 於 Q3 2025 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 30 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，M&G Plc 的前 5 大核心持股（包含 MSFT, AMCR, META 等）合計佔整體申報市值的 18.2%，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 370 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 | MSFT | Microsoft CORP | 股票-科技 | 6.35% | -0.95% | +2.33% | |
| 2 | AMCR | Amcor plc | 股票-循環性消費 | 4.61% | — | +26.56% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.64% | -0.32% | -2.08% | |
| 4 | MEOH | Methanex CORP | 股票-其他 | 2.71% | -1.04% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | -0.04% | -26.44% | |
| 6 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.97% | -0.14% | -14.82% | |
| 7 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.74% | +0.12% | +9.12% | |
| 8 | VFC | Vf CORP | 股票-循環性消費 | 1.68% | -0.08% | +10.49% | |
| 9 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.65% | -0.29% | +1.43% | |
| 10 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.61% | +0.35% | +0.57% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.54% | +0.07% | -10.83% | |
| 12 | SNPS | Synopsys Inc | 股票-科技 | 1.49% | — | +86263.01% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | +0.09% | +34.88% | |
| 14 | RSG | Republic Services Inc | 股票-工業 | 1.46% | +0.01% | +2.92% | |
| 15 | MDT | Medtronic plc | 股票-醫療保健 | 1.44% | — | -7.49% | |
| 16 | CME | Cme Group Inc | 股票-金融 | 1.41% | +0.18% | +34.27% | |
| 17 | HTHT | H World Group Ltd-adr | 股票-其他 | 1.36% | +0.06% | +26.83% | |
| 18 | EQIX | Equinix Inc | 股票-房地產 | 1.35% | -0.26% | +0.69% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.08% | +16.28% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.32% | -0.01% | +320.31% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 1.29% | -0.01% | +1.06% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.28% | -0.28% | +2.65% | |
| 23 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.26% | -0.01% | +104.57% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.25% | -0.49% | -5.14% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 1.25% | -0.26% | -4.56% | |
| 26 | FNV | Franco-nevada CORP | 股票-原物料 | 1.22% | +0.01% | -25.46% | |
| 27 | EBAY | Ebay Inc | 股票-循環性消費 | 1.20% | +0.10% | -10.97% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.14% | +0.11% | +12.10% | |
| 29 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.11% | +0.02% | +1.65% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 1.10% | -0.31% | +59.58% | |
| 31 | AMT | American Tower CORP | 股票-房地產 | 1.03% | -0.13% | +14.16% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | +0.06% | -1.41% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.93% | -0.05% | +4.87% | |
| 34 | ARES | Ares Management CORP - A | 股票-金融 | 0.91% | +0.03% | -12.32% | |
| 35 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 0.91% | -0.03% | — | |
| 36 | UBS | UBS Group AG | 股票-金融 | 0.91% | +0.31% | -6.83% | |
| 37 | IP | International Paper Co | 股票-循環性消費 | 0.77% | +0.01% | -1.15% | |
| 38 | ENB | Enbridge Inc | 股票-能源 | 0.75% | -0.16% | -5.99% | |
| 39 | CSX | Csx CORP | 股票-工業 | 0.73% | +0.02% | -4.39% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +1.12% | -65.49% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.72% | +0.01% | -4.46% | |
| 42 | LNG | Cheniere Energy Inc | 股票-能源 | 0.70% | +0.02% | +49.63% | |
| 43 | ON | On Semiconductor | 股票-科技 | 0.69% | +0.11% | +7.64% | |
| 44 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.68% | -0.36% | -1.75% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.68% | -0.28% | +3.80% | |
| 46 | MSA | Msa Safety Inc | 股票-工業 | 0.66% | +0.01% | +0.22% | |
| 47 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.62% | +0.05% | +2.08% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.62% | -0.02% | +1.45% | |
| 49 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 0.61% | +0.19% | -8.30% | |
| 50 | EWW | Ishares Msci Mexico ETF | ETF-其他 | 0.61% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +2.33% | 減碼 |
| 2 | SNPS | Synopsys Inc | +1.5% | +86263.01% | 加碼 |
| 3 | AMCR | Amcor plc | +1.3% | +26.56% | 加碼 |
| 4 | NVDA | Nvidia CORP | +1.3% | +34.88% | 加碼 |
| 5 | WFC | Wells Fargo & Co | +1.1% | +320.31% | 加碼 |
| 6 | LRCX | Lam Research CORP | +1.1% | -4.56% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +1.1% | -2.08% | 加碼 |
| 8 | AAPL | Apple Inc | +1% | +1.06% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.9% | -1.41% | 加碼 |
| 10 | HDB | Hdfc Bank Ltd-adr | +0.9% | +104.57% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.9% | -10.83% | 加碼 |
| 12 | DGX | Quest Diagnostics Inc | +0.9% | +1.65% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.9% | +12.10% | 加碼 |
| 14 | RSG | Republic Services Inc | +0.8% | +2.92% | 加碼 |
| 15 | EBAY | Ebay Inc | +0.7% | -10.97% | 加碼 |
| 16 | CME | Cme Group Inc | +0.7% | +34.27% | 加碼 |
| 17 | HTHT | H World Group Ltd-adr | +0.7% | +26.83% | 加碼 |
| 18 | MSA | Msa Safety Inc | +0.7% | +0.22% | 加碼 |
| 19 | MEOH | Methanex CORP | +0.6% | — | 不變 |
| 20 | ON | On Semiconductor | +0.5% | +7.64% | 加碼 |
| 21 | BDX | Becton Dickinson And Co | +0.5% | +4.87% | 加碼 |
| 22 | A | Agilent Technologies Inc | +0.5% | +2.08% | 加碼 |
| 23 | LNG | Cheniere Energy Inc | +0.5% | +49.63% | 加碼 |
| 24 | IP | International Paper Co | +0.5% | -1.15% | 加碼 |
| 25 | CRM | Salesforce Inc | +0.5% | +481.43% | 加碼 |
| 26 | QCOM | Qualcomm Inc | +0.4% | +59.58% | 加碼 |
| 27 | ADSK | Autodesk Inc | +0.4% | +4.43% | 加碼 |
| 28 | UBS | UBS Group AG | +0.4% | -6.83% | 加碼 |
| 29 | STX | Seagate Technology Holdings plc | +0.4% | -10.93% | 減碼 |
| 30 | MELI | Mercadolibre Inc | +0.3% | -0.16% | 加碼 |
| 31 | TTEK | Tetra Tech Inc | +0.3% | -0.29% | 加碼 |
| 32 | BFAM | Bright Horizons Family Solut | +0.3% | -0.24% | 加碼 |
| 33 | EIX | Edison International | -0.2% | -40.33% | 減碼 |
| 34 | AES | Aes CORP | -0.2% | -46.67% | 減碼 |
| 35 | BMY | Bristol-myers Squibb Co | -0.4% | +1.43% | 加碼 |
| 36 | HD | Home Depot Inc | -0.4% | -96.02% | 減碼 |
| 37 | ARE | Alexandria Real Estate Equit | -0.5% | -18.00% | 減碼 |
| 38 | KO | Coca-cola Co/the | -0.5% | -52.97% | 減碼 |
| 39 | EWW | Ishares Msci Mexico ETF | -0.5% | — | 減碼 |
| 40 | AVGO | Broadcom Inc | -0.7% | -65.49% | 減碼 |
| 41 | CCI | Crown Castle Inc | -0.7% | -42.66% | 減碼 |
| 42 | BEKE | Ke Holdings Inc-adr | -0.8% | +18.31% | 減碼 |
| 43 | NTNX 0.25 10-01-27債券 | Nutanix Inc | -23.5% | — | 減碼 |
| 44 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | — | NEW | 新建倉 |
| 45 | AKX | Ansys Inc | — | EXIT | 清倉 |
| 46 | ✓ | Amazon Com Inc | — | EXIT | 清倉 |
| 47 | HALO 1 08-15-28債券 | Halozyme Therapeutics In | — | EXIT | 清倉 |
| 48 | DFSEUR | Discover Financial Services | — | EXIT | 清倉 |
| 49 | COF | Capital One Financial CORP | — | NEW | 新建倉 |
| 50 | MNSO | Miniso Group Holding Ltd-adr | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，M&G Plc 在 Q3 2025 季度的美股持倉總市值約為 US$201.2億，共申報了 370 個公開持股部位。
在 Q3 2025 季度，M&G Plc 按市值排列的前三大核心持股分別為：MSFT (6.3%)、AMCR (4.6%)、META (3.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 6.3% 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
BABA 0.5 06-01-31
市值: US$1.7億
本季最大獲利了結 / 清倉標的
AKX
前期市值: US$1.6億
在 Q3 2025 季度中，M&G Plc 共進行了 49 項持倉異動，包含新建倉 2 個部位、加碼 30 個部位、減碼 12 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BABA 0.5 06-01-31。 本季清倉部位包含 AKX。
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。