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: 0000062039
申報總市值
US$78.0億
US$78.0億
304 檔
16.9%
在 Q2 2025 申報期間，Manning & Napier Advisors LLC（CIK: 0000062039）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$78.0億，共持有 304 個公開申報部位。
在 Q2 2025 期間，Manning & Napier Advisors LLC 展現了靈活的資產再平衡步調，透過出清 24 檔弱勢或達到目標價部位，將資金轉置於 24 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 MSFT, AMZN, GOOGL）累計市值佔比達 16.9%，是驅動 Manning & Napier Advisors LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 304 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 | 3.98% | -0.72% | -5.80% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.14% | -0.60% | +0.06% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.99% | +0.14% | -2.86% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 2.79% | -0.30% | -5.50% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.77% | -0.44% | -44.83% | |
| 6 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.70% | -0.65% | +15.94% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -0.59% | +10.97% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 2.39% | -0.10% | +30.35% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.30% | +0.50% | +833.44% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.12% | — | -0.51% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | -0.01% | -4.72% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.06% | +0.09% | -39.42% | |
| 13 | NOW | Servicenow Inc | 股票-科技 | 1.93% | -0.03% | -20.33% | |
| 14 | CBRE | Cbre Group Inc - A | 股票-房地產 | 1.80% | -0.15% | -23.44% | |
| 15 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 1.79% | — | -29.55% | |
| 16 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.67% | — | -1.92% | |
| 17 | MCO | Moody's CORP | 股票-金融 | 1.63% | -0.09% | +25.74% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.62% | -0.01% | +55.79% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 1.61% | — | NEW | |
| 20 | TRU | Transunion | 股票-金融 | 1.59% | -1.23% | -0.60% | |
| 21 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.58% | — | -19.27% | |
| 22 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.57% | — | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.51% | -0.01% | -13.98% | |
| 24 | WDAY | Workday Inc-class A | 股票-科技 | 1.47% | -0.01% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.02% | +34.07% | |
| 26 | HEI-A | Heico Corp-class A | 股票-其他 | 1.44% | +0.40% | +18.57% | |
| 27 | BLK | Blackrock Inc | 股票-金融 | 1.41% | -0.20% | +23.93% | |
| 28 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 1.25% | -0.02% | +22.64% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.24% | -1.38% | -0.65% | |
| 30 | SPGI | S&p Global Inc | 股票-金融 | 1.22% | -0.01% | +34.21% | |
| 31 | APH | Amphenol Corp-cl A | 股票-科技 | 1.17% | +0.10% | — | |
| 32 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.02% | — | -4.63% | |
| 33 | CSX | Csx CORP | 股票-工業 | 1.00% | -0.09% | -9.40% | |
| 34 | NDAQ | Nasdaq Inc | 股票-金融 | 0.97% | -0.16% | +6.12% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.93% | +0.10% | -10.52% | |
| 36 | NU | Nu Holdings Ltd. | 股票-金融 | 0.93% | — | — | |
| 37 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.86% | -0.30% | -53.92% | |
| 38 | ROL | Rollins Inc | 股票-循環性消費 | 0.86% | -0.32% | +1.25% | |
| 39 | SNPS | Synopsys Inc | 股票-科技 | 0.86% | — | +0.44% | |
| 40 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.85% | -0.77% | +1608.69% | |
| 41 | ICE | Intercontinental Exchange In | 股票-金融 | 0.84% | -0.71% | -4.72% | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.81% | — | -4.67% | |
| 43 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.80% | -0.01% | EXIT | |
| 44 | CRM | Salesforce Inc | 股票-科技 | 0.78% | — | +199.69% | |
| 45 | EXR | Extra Space Storage Inc | 股票-房地產 | 0.78% | — | +0.64% | |
| 46 | WFG | West Fraser Timber Co LTD | 股票-其他 | 0.76% | -0.40% | -0.39% | |
| 47 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.75% | — | — | |
| 48 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.74% | -0.35% | +1.08% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.73% | — | -3.51% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | -0.04% | +0.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | +1.9% | +833.44% | 加碼 |
| 2 | RACE | Ferrari N.V. | +1.6% | NEW | 新建倉 |
| 3 | WDAY | Workday Inc-class A | +1.5% | NEW | 新建倉 |
| 4 | APH | Amphenol Corp-cl A | +1.2% | NEW | 新建倉 |
| 5 | NU | Nu Holdings Ltd. | +0.9% | NEW | 新建倉 |
| 6 | NVDA | Nvidia CORP | +0.9% | +10.97% | 加碼 |
| 7 | LHX | L3harris Technologies Inc | +0.8% | +30.35% | 加碼 |
| 8 | SHW | Sherwin-williams Co/the | +0.8% | +1608.69% | 加碼 |
| 9 | CWAN | Clearwater Analytics Holdings, Inc. | +0.8% | NEW | 新建倉 |
| 10 | ZTS | Zoetis Inc | +0.8% | NEW | 新建倉 |
| 11 | CDNS | Cadence Design Sys Inc | +0.7% | +15.94% | 加碼 |
| 12 | MSFT | Microsoft CORP | +0.7% | -5.80% | 減碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.6% | +55.79% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.5% | +34.07% | 加碼 |
| 15 | CRM | Salesforce Inc | +0.5% | +199.69% | 加碼 |
| 16 | HEI-A | Heico Corp-class A | +0.4% | +18.57% | 加碼 |
| 17 | USHY | Ishares Broad Usd High Yield | +0.4% | +858.44% | 加碼 |
| 18 | MCO | Moody's CORP | +0.4% | +25.74% | 加碼 |
| 19 | BLK | Blackrock Inc | +0.4% | +23.93% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.3% | +0.06% | 加碼 |
| 21 | SPGI | S&p Global Inc | +0.3% | +34.21% | 加碼 |
| 22 | RMOP | Rockefeller Opport Muni ETF | +0.3% | NEW | 新建倉 |
| 23 | FISV | Fiserv Inc | +0.2% | +55.79% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.86% | 減碼 |
| 25 | QCOM | Qualcomm Inc | +0.2% | NEW | 新建倉 |
| 26 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | 新建倉 |
| 27 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +6376.57% | 加碼 |
| 28 | NDAQ | Nasdaq Inc | +0.2% | +6.12% | 加碼 |
| 29 | MRK | Merck & Co. Inc. | +0.2% | +278.01% | 加碼 |
| 30 | PGR | Progressive CORP | +0.2% | +244.76% | 加碼 |
| 31 | SBS | Cia Saneamento Basico De-adr | +0.2% | NEW | 新建倉 |
| 32 | SNPS | Synopsys Inc | +0.1% | +0.44% | 加碼 |
| 33 | EMR | Emerson Electric Co | +0.1% | +118.36% | 加碼 |
| 34 | SCCO | Southern Copper CORP | +0.1% | +259.56% | 加碼 |
| 35 | CMG | Chipotle Mexican Grill Inc | +0.1% | -1.92% | 減碼 |
| 36 | FCX | Freeport-mcmoran Inc | +0.1% | +264.62% | 加碼 |
| 37 | NEM | Newmont CORP | +0.1% | +219.89% | 加碼 |
| 38 | ELV | Elevance Health Inc | +0.1% | +115.18% | 加碼 |
| 39 | MDLZ | Mondelez International Inc-a | +0.1% | +67.49% | 加碼 |
| 40 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | 新建倉 |
| 41 | KR | Kroger Co | +0.1% | +204.37% | 加碼 |
| 42 | COF | Capital One Financial CORP | +0.1% | +112.97% | 加碼 |
| 43 | SQM | Quimica Y Minera Chil-sp Adr | +0.1% | +22.64% | 加碼 |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +12.69% | 加碼 |
| 45 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +34.62% | 加碼 |
| 46 | EOG | Eog Resources Inc | +0.1% | +71.32% | 加碼 |
| 47 | BKR | Baker Hughes Co | +0.1% | NEW | 新建倉 |
| 48 | ALL | Allstate CORP | +0.1% | +70.32% | 加碼 |
| 49 | SHEL | Shell Plc-adr | +0.1% | +54.01% | 加碼 |
| 50 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Manning & Napier Advisors LLC 在 Q2 2025 季度的美股持倉總市值約為 US$78.0億，共申報了 304 個公開持股部位。
在 Q2 2025 季度，Manning & Napier Advisors LLC 按市值排列的前三大核心持股分別為：MSFT (4.0%)、AMZN (3.1%)、GOOGL (3.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.0% 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
RACE
市值: US$1.3億
本季最大獲利了結 / 清倉標的
GLOB
前期市值: US$1.1億
在 Q2 2025 季度中，Manning & Napier Advisors LLC 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 67 個部位、減碼 85 個部位以及清倉 24 個部位。 其中最大新建倉標的為 RACE。 本季清倉部位包含 GLOB。
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。