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: 0001114702
申報總市值
US$5.8億
US$5.8億
155 檔
17.6%
Q2 2025 季度申報顯示，Marietta Investment Partners LLC 揭露的美股組合總市值為 US$5.8億，涵蓋 155 個不同之權益投資部位。
Q2 2025 的申報記錄反映 Marietta Investment Partners LLC 的板塊替換策略：機構本季推動了 54 筆增持與 55 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, NVDA）占據了總市值的 17.6%，展現出該機構在 Q2 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.39% | -0.20% | -1.06% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.63% | -0.58% | -0.53% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.79% | -0.13% | +7.40% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.88% | -0.32% | -5.99% | |
| 5 | GWW | Ww Grainger Inc | 股票-工業 | 2.77% | +0.16% | -0.89% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | +0.20% | -1.30% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.71% | -0.24% | -2.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.43% | -0.23% | +4.23% | |
| 9 | ANET | Arista Networks Inc | 股票-科技 | 2.33% | +0.35% | -2.90% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 2.13% | +0.02% | +0.52% | |
| 11 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.01% | -0.38% | +6.81% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.89% | -0.07% | -1.64% | |
| 13 | TT | Trane Technologies plc | 股票-工業 | 1.87% | +0.02% | -0.84% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.84% | — | -7.07% | |
| 15 | FISV | Fiserv Inc | 股票-其他 | 1.81% | — | -0.34% | |
| 16 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.80% | +0.29% | +15.39% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.77% | -0.01% | -0.37% | |
| 18 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.75% | -0.27% | -1.65% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.62% | -0.48% | -20.69% | |
| 20 | KR | Kroger Co | 股票-非循環性消費 | 1.59% | -0.25% | +18.73% | |
| 21 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.52% | — | — | |
| 22 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.52% | -0.13% | -0.46% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.52% | -0.01% | +0.64% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.51% | -0.03% | -15.40% | |
| 25 | AME | Ametek Inc | 股票-工業 | 1.40% | -0.08% | -3.08% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -0.64% | -3.55% | |
| 27 | GEV | GE Vernova Inc | 股票-工業 | 1.22% | +0.33% | -1.06% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 1.15% | +0.25% | +39.76% | |
| 29 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.97% | — | +40.07% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | -0.09% | — | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 0.93% | -0.08% | +10.69% | |
| 32 | FAST | Fastenal Co | 股票-工業 | 0.88% | -0.10% | +100.00% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.87% | -0.03% | -0.74% | |
| 34 | HMY | Harmony Gold Mng-spon Adr | 股票-其他 | 0.81% | -0.13% | +17.73% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.80% | +0.37% | +2.34% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | +0.50% | -3.78% | |
| 37 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.77% | -0.19% | -0.14% | |
| 38 | SO | Southern Co/the | 股票-公用事業 | 0.74% | -0.07% | +69.21% | |
| 39 | BMI | Badger Meter Inc | 股票-科技 | 0.74% | -0.05% | +2.61% | |
| 40 | SNA | Snap-on Inc | 股票-工業 | 0.71% | -0.04% | — | |
| 41 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.68% | -0.08% | +114.92% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.67% | -0.77% | EXIT | |
| 43 | CI | THE Cigna Group | 股票-醫療保健 | 0.65% | -0.02% | — | |
| 44 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.64% | +0.09% | +159.38% | |
| 45 | AOS | Smith (a.o.) CORP | 股票-工業 | 0.61% | -0.10% | — | |
| 46 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.59% | +0.03% | -0.94% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.59% | -0.09% | — | |
| 48 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 0.56% | +0.01% | +92.09% | |
| 49 | TPR | Tapestry Inc | 股票-循環性消費 | 0.54% | -0.08% | — | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.53% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SAP | Sap Se-sponsored Adr | +1.5% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +1.4% | +7.40% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -0.53% | 減碼 |
| 4 | HWM | Howmet Aerospace Inc | +0.6% | +15.39% | 加碼 |
| 5 | APH | Amphenol Corp-cl A | +0.6% | +39.76% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.5% | +0.64% | 加碼 |
| 7 | MELI | Mercadolibre Inc | +0.5% | +6.81% | 加碼 |
| 8 | APP | Applovin Corp-class A | +0.5% | NEW | 新建倉 |
| 9 | GEV | GE Vernova Inc | +0.4% | -1.06% | 減碼 |
| 10 | SAN | Banco Santander Sa-spon Adr | +0.4% | +159.38% | 加碼 |
| 11 | ETN | Eaton Corporation plc | +0.4% | +0.52% | 加碼 |
| 12 | BCS | Barclays Plc-spons Adr | +0.3% | NEW | 新建倉 |
| 13 | ANET | Arista Networks Inc | +0.3% | -2.90% | 減碼 |
| 14 | EXEL | Exelixis Inc | +0.3% | +40.07% | 加碼 |
| 15 | WEC | Wec Energy Group Inc | +0.3% | +114.92% | 加碼 |
| 16 | LNT | Alliant Energy CORP | +0.3% | +416.10% | 加碼 |
| 17 | PEGA | Pegasystems Inc | +0.3% | NEW | 新建倉 |
| 18 | TT | Trane Technologies plc | +0.3% | -0.84% | 減碼 |
| 19 | ING | Ing Groep N.v.-sponsored Adr | +0.3% | +92.09% | 加碼 |
| 20 | CVSA | Covista Inc | +0.3% | NEW | 新建倉 |
| 21 | SO | Southern Co/the | +0.3% | +69.21% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.2% | -5.99% | 減碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.2% | -20.69% | 減碼 |
| 24 | KR | Kroger Co | +0.2% | +18.73% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.2% | +155.86% | 加碼 |
| 26 | FIX | Comfort Systems USA Inc | +0.2% | NEW | 新建倉 |
| 27 | PRIM | Primoris Services CORP | +0.2% | NEW | 新建倉 |
| 28 | PH | Parker Hannifin CORP | +0.1% | +10.69% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | +29.37% | 加碼 |
| 30 | BMI | Badger Meter Inc | +0.1% | +2.61% | 加碼 |
| 31 | CTAS | Cintas CORP | +0.1% | +56.73% | 加碼 |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -1.64% | 減碼 |
| 33 | ASML | ASML Holding N.V. | +0.1% | +2.34% | 加碼 |
| 34 | AMZN | Amazon.com Inc | +0.1% | -0.37% | 減碼 |
| 35 | IBM | Intl Business Machines CORP | +0.1% | +13.17% | 加碼 |
| 36 | HALO | Halozyme Therapeutics Inc | +0.1% | +75.73% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.1% | +8.03% | 加碼 |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.54% | 加碼 |
| 39 | QBTS | D-wave Quantum Inc | +0.1% | -8.96% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.30% | 減碼 |
| 41 | HDB | Hdfc Bank Ltd-adr | +0.1% | -0.46% | 減碼 |
| 42 | TPR | Tapestry Inc | +0.1% | — | 不變 |
| 43 | KTOS | Kratos Defense & Security | +0.1% | NEW | 新建倉 |
| 44 | NOW | Servicenow Inc | +0.1% | NEW | 新建倉 |
| 45 | CCJ | Cameco CORP | +0.1% | NEW | 新建倉 |
| 46 | RACE | Ferrari N.V. | 0% | -1.65% | 減碼 |
| 47 | NTRS | Northern Trust CORP | 0% | — | 不變 |
| 48 | ✓ | Cyberark Software LTD. Cmn | 0% | +10.67% | 加碼 |
| 49 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 50 | CPA | Copa Holdings, S.A. | 0% | +11.24% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Marietta Investment Partners LLC 在 Q2 2025 季度的美股持倉總市值約為 US$5.8億，共申報了 155 個公開持股部位。
在 Q2 2025 季度，Marietta Investment Partners LLC 按市值排列的前三大核心持股分別為：AAPL (6.4%)、MSFT (5.6%)、NVDA (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.4% 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
SAP
市值: US$696.3萬
本季最大獲利了結 / 清倉標的
FLEX
前期市值: US$715.7萬
在 Q2 2025 季度中，Marietta Investment Partners LLC 共進行了 109 項持倉異動，包含新建倉 10 個部位、加碼 44 個部位、減碼 45 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SAP。 本季清倉部位包含 FLEX。
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。