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: 0001133014
申報總市值
US$4.9億
US$4.9億
325 檔
27.9%
Monetary Management Group Inc 在 Q4 2025 季度的美股部位總計估值為 US$4.9億，分散於 325 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Monetary Management Group Inc 於 Q4 2025 季度持續回收資金，對 85 個既有部位進行裁減並清倉 13 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Monetary Management Group Inc 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合計佔整體申報市值的 27.9%，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 325 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 | 8.00% | -0.19% | -3.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.79% | -1.90% | -1.16% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.64% | -1.07% | -4.35% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.99% | +0.15% | -1.46% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.96% | +0.20% | -2.45% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.10% | +0.62% | -7.38% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.47% | -0.57% | -8.20% | |
| 8 | ✓ | 股票-其他 | 2.11% | — | -0.04% | ||
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.81% | +0.03% | -3.21% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 1.81% | -0.13% | -5.17% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.10% | -5.79% | |
| 12 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.55% | — | -6.82% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.42% | +0.07% | -6.55% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.09% | +0.02% | -5.14% | |
| 15 | ✓ | 股票-其他 | 1.07% | — | -0.34% | ||
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.12% | -0.80% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.03% | +0.52% | -0.64% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 1.00% | -0.14% | -4.33% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.92% | -0.03% | -1.44% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.03% | -2.80% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.84% | -0.09% | -11.46% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.79% | -0.08% | -5.68% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.78% | +0.43% | -10.51% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.19% | -6.04% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 0.76% | +0.72% | -17.49% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.17% | -15.20% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.36% | -4.41% | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.69% | +0.03% | — | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.69% | -0.13% | -2.10% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.69% | +0.06% | -6.46% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.21% | -12.98% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.65% | +1.88% | +104.48% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | -0.15% | -10.11% | |
| 34 | LHX | L3harris Technologies Inc | 股票-工業 | 0.63% | -0.29% | — | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.62% | -0.07% | +8.15% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 0.59% | -0.13% | -3.28% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | +0.15% | +114.05% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.56% | +0.14% | -1.69% | |
| 39 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.53% | -0.08% | -3.08% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | +0.89% | — | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | -0.08% | -7.40% | |
| 42 | ✓ | 股票-其他 | 0.51% | — | -26.00% | ||
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | -0.09% | -1.14% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.50% | — | +9.16% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | -0.12% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.46% | — | — | |
| 47 | PH | Parker Hannifin CORP | 股票-工業 | 0.45% | -0.04% | -5.32% | |
| 48 | ✓ | 股票-其他 | 0.45% | — | — | ||
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.44% | -0.10% | — | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | +0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.1% | -2.45% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -7.38% | 減碼 |
| 3 | MU | Micron Technology Inc | +0.5% | +104.48% | 加碼 |
| 4 | LRCXEUR | Lam Research CORP | +0.3% | -6.82% | 減碼 |
| 5 | ✓ | +0.2% | -0.34% | 減碼 | |
| 6 | ✓ | +0.2% | +251.50% | 加碼 | |
| 7 | AAPL | Apple Inc | +0.2% | -4.35% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.2% | -0.64% | 減碼 |
| 9 | AVGO | Broadcom Inc | +0.2% | -1.46% | 減碼 |
| 10 | AMD | Advanced Micro Devices | +0.1% | — | 不變 |
| 11 | AMGN | Amgen Inc | +0.1% | -4.33% | 減碼 |
| 12 | GE | General Electric | +0.1% | +43.61% | 加碼 |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +9.16% | 加碼 |
| 14 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | 不變 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -4.74% | 減碼 |
| 16 | SNPS | Synopsys Inc | +0.1% | +48.78% | 加碼 |
| 17 | ✓ | +0.1% | +36.88% | 加碼 | |
| 18 | ADBE | Adobe Inc | +0.1% | +46.10% | 加碼 |
| 19 | XLK | Ss Technology Select Sector | +0.1% | +114.05% | 加碼 |
| 20 | RTX | Rtx CORP | +0.1% | -2.10% | 減碼 |
| 21 | PM | Philip Morris International | +0.1% | +8.15% | 加碼 |
| 22 | PH | Parker Hannifin CORP | 0% | -5.32% | 減碼 |
| 23 | XLC | Ss Comm Select Sector Spdr | 0% | +22.99% | 加碼 |
| 24 | JNJ | Johnson & Johnson | 0% | -5.68% | 減碼 |
| 25 | ✓ | 0% | +121.14% | 加碼 | |
| 26 | NUE | Nucor CORP | 0% | +16.67% | 加碼 |
| 27 | CMI | Cummins Inc | 0% | — | 不變 |
| 28 | APH | Amphenol Corp-cl A | 0% | — | 不變 |
| 29 | CSCO | Cisco Systems Inc | 0% | -0.58% | 減碼 |
| 30 | SOXX | Ishares Semiconductor ETF | 0% | — | 不變 |
| 31 | GS | Goldman Sachs Group Inc | 0% | — | 不變 |
| 32 | ISRG | Intuitive Surgical Inc | 0% | -2.60% | 減碼 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.88% | 加碼 |
| 34 | ✓ | 0% | — | 不變 | |
| 35 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 36 | AXP | American Express Co | 0% | — | 不變 |
| 37 | ✓ | 0% | — | 不變 | |
| 38 | AMAT | Applied Materials Inc | 0% | — | 不變 |
| 39 | CB | Chubb Limited | 0% | — | 不變 |
| 40 | REGN | Regeneron Pharmaceuticals | 0% | -15.94% | 減碼 |
| 41 | CWEN | Clearway Energy Inc-c | 0% | — | 不變 |
| 42 | DAL | Delta Air Lines Inc | 0% | — | 不變 |
| 43 | COF | Capital One Financial CORP | 0% | -7.05% | 減碼 |
| 44 | IDV | Ishares International Select | 0% | -2.70% | 減碼 |
| 45 | AIG | American International Group | 0% | — | 不變 |
| 46 | ✓ | 0% | +6.12% | 加碼 | |
| 47 | ✓ | 0% | — | 不變 | |
| 48 | BSX | Boston Scientific CORP | 0% | +26.79% | 加碼 |
| 49 | NEE | Nextera Energy Inc | 0% | -0.72% | 減碼 |
| 50 | KO | Coca-cola Co/the | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Monetary Management Group Inc 在 Q4 2025 季度的美股持倉總市值約為 US$4.9億，共申報了 325 個公開持股部位。
在 Q4 2025 季度，Monetary Management Group Inc 按市值排列的前三大核心持股分別為：NVDA (8.0%)、MSFT (7.8%)、AAPL (7.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.0% 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
AJG
市值: US$62.1萬
本季最大獲利了結 / 清倉標的
TTEN
前期市值: US$55.2萬
在 Q4 2025 季度中，Monetary Management Group Inc 共進行了 134 項持倉異動，包含新建倉 12 個部位、加碼 24 個部位、減碼 85 個部位以及清倉 13 個部位。 其中最大新建倉標的為 AJG。 本季清倉部位包含 TTEN。
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。