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: 0001080351
申報總市值
US$6.6億
US$6.6億
126 檔
26.1%
Q3 2025 季度申報顯示，Mitchell Capital Management Co 揭露的美股組合總市值為 US$6.6億，涵蓋 126 個不同之權益投資部位。
Mitchell Capital Management Co 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 16 個全新部位及加碼 5 檔持股的同時，亦同步清倉 13 檔並減碼 16 檔標的。
整體而言，Mitchell Capital Management Co 的前 5 大持股（包含 , MSFT, AAPL）貢獻了組合市值的 26.1%，形成該機構在 Q3 2025 季度的基本面基石。
本季最大新建倉標的
市值: US$674.6萬
本季最大獲利了結 / 清倉標的
ROST
前期市值: US$666.0萬
| # | 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 | ✓ | 股票-其他 | 9.28% | — | +0.24% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.64% | -0.65% | +5.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.30% | -0.36% | -12.03% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.26% | +0.37% | +5.38% | |
| 5 | ✓ | 股票-其他 | 3.94% | — | -16.00% | ||
| 6 | ✓ | 股票-其他 | 3.32% | — | +0.42% | ||
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | -0.25% | +0.53% | |
| 8 | ✓ | 股票-其他 | 3.29% | — | +4.20% | ||
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.95% | -0.90% | +6.16% | |
| 10 | ✓ | 股票-其他 | 1.80% | — | -0.80% | ||
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.66% | -1.61% | +27.71% | |
| 12 | ✓ | 股票-其他 | 1.50% | — | +5.63% | ||
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.48% | -0.13% | +2.71% | |
| 14 | ✓ | 股票-其他 | 1.46% | — | -1.44% | ||
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.41% | +0.30% | +0.69% | |
| 16 | ✓ | 股票-其他 | 1.41% | — | +0.95% | ||
| 17 | ANET | Arista Networks Inc | 股票-科技 | 1.29% | -0.43% | -29.18% | |
| 18 | ✓ | 股票-其他 | 1.21% | — | +56.53% | ||
| 19 | ✓ | 股票-其他 | 1.21% | — | +1.64% | ||
| 20 | ✓ | 股票-其他 | 1.18% | — | +5.89% | ||
| 21 | ✓ | 股票-其他 | 1.15% | — | +0.95% | ||
| 22 | MLM | Martin Marietta Materials | 股票-原物料 | 1.15% | -0.21% | +2.40% | |
| 23 | ✓ | 股票-其他 | 1.14% | — | +2.93% | ||
| 24 | ✓ | 股票-其他 | 1.14% | — | -37.88% | ||
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.10% | -0.99% | EXIT | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.08% | -0.45% | +116.62% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.08% | -0.28% | -0.18% | |
| 28 | ✓ | 股票-其他 | 1.03% | — | +2.18% | ||
| 29 | ✓ | 股票-其他 | 0.97% | — | — | ||
| 30 | APH | Amphenol Corp-cl A | 股票-科技 | 0.95% | -0.19% | +2.85% | |
| 31 | ✓ | 股票-其他 | 0.94% | — | +0.65% | ||
| 32 | ✓ | 股票-其他 | 0.93% | — | +139.92% | ||
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.91% | -0.05% | -2.23% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.14% | -2.96% | |
| 35 | ✓ | 股票-其他 | 0.89% | — | -38.33% | ||
| 36 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.87% | -0.25% | — | |
| 37 | ✓ | 股票-其他 | 0.87% | — | +0.06% | ||
| 38 | ✓ | 股票-其他 | 0.86% | — | +2.90% | ||
| 39 | ✓ | 股票-其他 | 0.82% | — | — | ||
| 40 | ✓ | 股票-其他 | 0.80% | — | +7.85% | ||
| 41 | CORT | Corcept Therapeutics Inc | 股票-醫療保健 | 0.79% | — | -0.23% | |
| 42 | ✓ | Duolingo Inc Cl A Com | 股票-其他 | 0.79% | — | — | |
| 43 | TOL | Toll Brothers Inc | 股票-循環性消費 | 0.75% | -0.01% | +108.64% | |
| 44 | URI | United Rentals Inc | 股票-工業 | 0.75% | +0.12% | -44.93% | |
| 45 | ✓ | 股票-其他 | 0.75% | — | -0.22% | ||
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | +1.47% | +4.24% | |
| 47 | ✓ | 股票-其他 | 0.73% | — | -31.94% | ||
| 48 | ✓ | 股票-其他 | 0.72% | — | — | ||
| 49 | ✓ | 股票-其他 | 0.70% | — | +0.97% | ||
| 50 | UBS | UBS Group AG | 股票-金融 | 0.69% | +0.05% | +1.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.4% | +0.24% | 減碼 | |
| 2 | ✓ | +1.1% | -16.00% | 減碼 | |
| 3 | MSFT | Microsoft CORP | +0.8% | +5.32% | 減碼 |
| 4 | ✓ | +0.7% | +5.63% | 加碼 | |
| 5 | ✓ | +0.6% | +2.18% | 加碼 | |
| 6 | ✓ | +0.6% | +0.95% | 減碼 | |
| 7 | ✓ | +0.5% | +56.53% | 加碼 | |
| 8 | ✓ | +0.5% | -37.88% | 加碼 | |
| 9 | WMT | Walmart Inc | +0.3% | +27.71% | 加碼 |
| 10 | ✓ | +0.2% | +0.42% | 減碼 | |
| 11 | ✓ | +0.2% | +4.20% | 減碼 | |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +5.38% | 減碼 |
| 13 | TMUS | T-mobile US Inc | -0.5% | — | 減碼 |
| 14 | CORT | Corcept Therapeutics Inc | -0.6% | -0.23% | 減碼 |
| 15 | ✓ | -0.7% | -86.06% | 減碼 | |
| 16 | KR | Kroger Co | -0.7% | +4.67% | 減碼 |
| 17 | LLY | Eli Lilly & Co | -1.1% | -2.96% | 減碼 |
| 18 | AMZN | Amazon.com Inc | -1.2% | +0.53% | 減碼 |
| 19 | CPRT | Copart Inc | -1.3% | -18.71% | 減碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | +6.16% | 減碼 |
| 21 | AAPL | Apple Inc | -1.4% | -12.03% | 減碼 |
| 22 | ✓ | — | NEW | 新建倉 | |
| 23 | ✓ | — | NEW | 新建倉 | |
| 24 | ROST | Ross Stores Inc | — | EXIT | 清倉 |
| 25 | ELV | Elevance Health Inc | — | EXIT | 清倉 |
| 26 | IBM | Intl Business Machines CORP | — | NEW | 新建倉 |
| 27 | ✓ | — | EXIT | 清倉 | |
| 28 | ✓ | — | NEW | 新建倉 | |
| 29 | ✓ | — | NEW | 新建倉 | |
| 30 | MPWR | Monolithic Power Systems Inc | — | NEW | 新建倉 |
| 31 | PCAR | Paccar Inc | — | EXIT | 清倉 |
| 32 | ✓ | — | EXIT | 清倉 | |
| 33 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清倉 |
| 34 | ✓ | — | NEW | 新建倉 | |
| 35 | UTHR | United Therapeutics CORP | — | EXIT | 清倉 |
| 36 | ✓ | Duolingo Inc Cl A Com | — | NEW | 新建倉 |
| 37 | ✓ | — | EXIT | 清倉 | |
| 38 | TOL | Toll Brothers Inc | — | NEW | 新建倉 |
| 39 | ✓ | — | NEW | 新建倉 | |
| 40 | ✓ | — | NEW | 新建倉 | |
| 41 | ✓ | — | NEW | 新建倉 | |
| 42 | ✓ | — | EXIT | 清倉 | |
| 43 | MU | Micron Technology Inc | — | EXIT | 清倉 |
| 44 | ✓ | — | NEW | 新建倉 | |
| 45 | ✓ | — | NEW | 新建倉 | |
| 46 | ✓ | — | EXIT | 清倉 | |
| 47 | ✓ | — | NEW | 新建倉 | |
| 48 | ✓ | — | NEW | 新建倉 | |
| 49 | ✓ | — | EXIT | 清倉 | |
| 50 | ✓ | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mitchell Capital Management Co 在 Q3 2025 季度的美股持倉總市值約為 US$6.6億，共申報了 126 個公開持股部位。
在 Q3 2025 季度，Mitchell Capital Management Co 按市值排列的前三大核心持股分別為： (9.3%)、MSFT (6.6%)、AAPL (5.3%)。其中最大持股部位 佔據整體投資組合約 9.3% 的權重。
在 Q3 2025 季度中，Mitchell Capital Management Co 共進行了 50 項持倉異動，包含新建倉 16 個部位、加碼 5 個部位、減碼 16 個部位以及清倉 13 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 ROST。
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。
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。
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。