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: 0001666940
申報總市值
US$133.6億
US$133.6億
466 檔
21.9%
Mn Services Vermogensbeheer B.V. 在 Q2 2025 季度的美股部位總計估值為 US$133.6億，分散於 466 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Mn Services Vermogensbeheer B.V. 積極進場，新開立 11 個部位並同步加碼 28 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Mn Services Vermogensbeheer B.V. 的前 5 大核心持股（包含 NVDA, MSFT, AMZN 等）合計佔整體申報市值的 21.9%，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 466 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 | NVDA | Nvidia CORP | 股票-科技 | 4.67% | -1.50% | -37.66% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.31% | +0.35% | +1.79% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.27% | -0.38% | -4.12% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.94% | -0.99% | +1.73% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.21% | +0.07% | +2.49% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 2.40% | -0.17% | +3.25% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.30% | -1.67% | +0.05% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.96% | -1.53% | -2.56% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.63% | +0.21% | +1.76% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.59% | -0.07% | +11.01% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.49% | -0.39% | -0.25% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.19% | -0.12% | -1.07% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.14% | -0.22% | +1.90% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | +0.68% | -1.75% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.97% | -0.13% | +1.18% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | -0.17% | +2.04% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 0.96% | -0.08% | +3.73% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.07% | +1.53% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | -0.01% | +1.88% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | -0.10% | +1.21% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | +0.19% | +0.59% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.22% | -0.46% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.01% | +3.25% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.19% | +0.96% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 0.68% | -0.11% | -8.68% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.61% | -0.12% | +1.46% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | +1.23% | +2.00% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.58% | -0.08% | +0.33% | |
| 29 | LIN | Linde plc | 股票-原物料 | 0.58% | -0.08% | -0.90% | |
| 30 | INTU | Intuit Inc | 股票-科技 | 0.57% | -0.15% | +1.46% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.55% | -0.04% | +2.93% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | -0.15% | +0.30% | |
| 33 | T | At&t Inc | 股票-通訊服務 | 0.54% | -0.21% | +2.01% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.52% | -0.08% | +0.80% | |
| 35 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.51% | -0.11% | +3.24% | |
| 36 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.50% | +0.03% | -3.91% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.49% | +0.14% | +1.58% | |
| 38 | ACN | Accenture plc | 股票-科技 | 0.49% | -0.15% | +1.52% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.47% | -0.15% | +2.00% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.54% | EXIT | |
| 41 | AXP | American Express Co | 股票-金融 | 0.47% | -0.05% | -2.46% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.46% | +0.07% | +0.32% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.46% | -0.06% | +3.70% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | +0.31% | +2.58% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.43% | -0.07% | -1.68% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.43% | -0.08% | -4.32% | |
| 47 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.41% | -0.10% | +2.35% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.41% | -0.09% | +16.75% | |
| 49 | PGR | Progressive CORP | 股票-金融 | 0.41% | -0.01% | +1.76% | |
| 50 | BLK | Blackrock Inc | 股票-金融 | 0.40% | -0.05% | +0.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +2.49% | 加碼 |
| 2 | MSFT | Microsoft CORP | +0.8% | +1.79% | 加碼 |
| 3 | GEV | GE Vernova Inc | +0.4% | NEW | 新建倉 |
| 4 | NFLX | Netflix Inc | +0.3% | -0.25% | 減碼 |
| 5 | ORCL | Oracle CORP | +0.3% | +3.73% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.3% | +3.25% | 加碼 |
| 7 | MSTR | Strategy Inc | +0.3% | NEW | 新建倉 |
| 8 | CP | Canadian Pacific Kansas City | +0.2% | NEW | 新建倉 |
| 9 | AMGN | Amgen Inc | +0.2% | +110.70% | 加碼 |
| 10 | CRH | CRH plc | +0.2% | NEW | 新建倉 |
| 11 | COF | Capital One Financial CORP | +0.2% | +69.43% | 加碼 |
| 12 | RBLX | Roblox CORP -class A | +0.2% | NEW | 新建倉 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +2.00% | 加碼 |
| 14 | HOOD | Robinhood Markets Inc - A | +0.1% | +84.36% | 加碼 |
| 15 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新建倉 |
| 16 | SRE | Sempra | +0.1% | NEW | 新建倉 |
| 17 | CVNA | Carvana Co | +0.1% | NEW | 新建倉 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +10.10% | 加碼 |
| 19 | DASH | Doordash Inc - A | +0.1% | +41.39% | 加碼 |
| 20 | COIN | Coinbase Global Inc -class A | +0.1% | +18.79% | 加碼 |
| 21 | NOW | Servicenow Inc | +0.1% | +2.93% | 加碼 |
| 22 | MU | Micron Technology Inc | +0.1% | +2.60% | 加碼 |
| 23 | APP | Applovin Corp-class A | +0.1% | +49.48% | 加碼 |
| 24 | MLM | Martin Marietta Materials | +0.1% | NEW | 新建倉 |
| 25 | INTU | Intuit Inc | +0.1% | +1.46% | 加碼 |
| 26 | UBER | Uber Technologies Inc | +0.1% | +3.70% | 加碼 |
| 27 | APH | Amphenol Corp-cl A | +0.1% | +2.19% | 加碼 |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +16.75% | 加碼 |
| 29 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | 新建倉 |
| 30 | GRMN | Garmin Ltd. | +0.1% | NEW | 新建倉 |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.05% | 加碼 |
| 32 | IBM | Intl Business Machines CORP | +0.1% | +3.25% | 加碼 |
| 33 | DIS | Walt Disney Co/the | +0.1% | +0.33% | 加碼 |
| 34 | MELI | Mercadolibre Inc | +0.1% | +1.79% | 加碼 |
| 35 | SNOW | Snowflake Inc | +0.1% | +15.69% | 加碼 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | -1.75% | 減碼 |
| 37 | ETN | Eaton Corporation plc | +0.1% | +0.14% | 加碼 |
| 38 | BKNG | Booking Holdings Inc | 0% | -3.91% | 減碼 |
| 39 | V | Visa Inc-class A Shares | 0% | +11.01% | 加碼 |
| 40 | GOOG | Alphabet Inc-cl C | 0% | -2.56% | 減碼 |
| 41 | AMZN | Amazon.com Inc | 0% | -4.12% | 減碼 |
| 42 | GLW | Corning Inc | -0.1% | EXIT | 清倉 |
| 43 | DFSEUR | Discover Financial Services | -0.1% | EXIT | 清倉 |
| 44 | FISV | Fiserv Inc | -0.1% | -5.00% | 減碼 |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | -0.84% | 減碼 |
| 46 | ABBV | Abbvie Inc | -0.2% | +1.88% | 加碼 |
| 47 | MDLZ | Mondelez International Inc-a | -0.3% | EXIT | 清倉 |
| 48 | UNH | Unitedhealth Group Inc | -0.6% | +0.59% | 加碼 |
| 49 | AAPL | Apple Inc | -0.7% | +1.73% | 加碼 |
| 50 | NVDA | Nvidia CORP | -1.1% | -37.66% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mn Services Vermogensbeheer B.V. 在 Q2 2025 季度的美股持倉總市值約為 US$133.6億，共申報了 466 個公開持股部位。
在 Q2 2025 季度，Mn Services Vermogensbeheer B.V. 按市值排列的前三大核心持股分別為：NVDA (4.7%)、MSFT (4.3%)、AMZN (4.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.7% 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
GEV
市值: US$5402.6萬
本季最大獲利了結 / 清倉標的
MDLZ
前期市值: US$3404.7萬
在 Q2 2025 季度中，Mn Services Vermogensbeheer B.V. 共進行了 50 項持倉異動，包含新建倉 11 個部位、加碼 28 個部位、減碼 8 個部位以及清倉 3 個部位。 其中最大新建倉標的為 GEV。 本季清倉部位包含 MDLZ。
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。