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: 0001912460
申報總市值
US$4.7億
US$4.7億
223 檔
22.7%
Mystic Asset Management, Inc. 在 Q3 2025 季度的美股部位總計估值為 US$4.7億，分散於 223 個持倉標的之中，反映其市場參與廣度與投資規模。
Mystic Asset Management, Inc. 於 Q3 2025 展現出進攻型調倉步調，本季推動了 1 檔股票的新建倉與 31 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, NVDA）累計市值佔比達 22.7%，是驅動 Mystic Asset Management, Inc. 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 223 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 | AAPL | Apple Inc | 股票-科技 | 6.71% | -0.11% | -3.36% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.96% | -0.30% | -0.64% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.47% | -0.16% | -0.69% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.57% | +0.36% | -0.63% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.25% | +0.05% | -0.44% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.72% | -0.41% | +0.69% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.35% | +0.39% | +0.12% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 1.91% | +0.10% | +0.74% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.65% | -0.22% | -0.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.28% | +3.77% | |
| 11 | RTX | Rtx CORP | 股票-工業 | 1.63% | -0.18% | +0.45% | |
| 12 | ETN | Eaton Corporation plc | 股票-工業 | 1.62% | +0.12% | -0.20% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -0.03% | +0.55% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.42% | +0.06% | -0.49% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 1.33% | -0.14% | -0.63% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.30% | -0.10% | +0.19% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.28% | +0.07% | +0.97% | |
| 18 | PFE | Pfizer Inc | 股票-醫療保健 | 1.26% | -0.25% | +0.05% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 1.14% | +0.60% | -0.68% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.50% | +0.41% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | +0.07% | +0.26% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | +0.13% | -4.10% | |
| 23 | WM | Waste Management Inc | 股票-工業 | 1.04% | -0.12% | -0.51% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.19% | +0.57% | |
| 25 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.00% | -0.15% | -0.18% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.97% | +0.07% | -0.63% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.90% | +0.04% | +1.03% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.87% | +0.08% | +0.17% | |
| 29 | GE | General Electric | 股票-工業 | 0.83% | +0.12% | -0.28% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.30% | +2.46% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.81% | -0.05% | +0.99% | |
| 32 | BA | Boeing Co/the | 股票-工業 | 0.78% | — | +0.49% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | -0.08% | -0.27% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.75% | -0.17% | +1.61% | |
| 35 | ZVRA | Zevra Therapeutics Inc | 股票-其他 | 0.74% | +0.30% | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.05% | +0.88% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.68% | -0.14% | -0.01% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.67% | +0.09% | +0.73% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.66% | -0.13% | -0.15% | |
| 40 | CI | THE Cigna Group | 股票-醫療保健 | 0.65% | -0.03% | +0.95% | |
| 41 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.64% | -0.11% | +6.58% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.27% | +0.60% | |
| 43 | ADP | Automatic Data Processing | 股票-科技 | 0.61% | — | — | |
| 44 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.55% | -0.01% | +0.02% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.55% | -0.16% | +2.40% | |
| 46 | PNC | Pnc Financial Services Group | 股票-金融 | 0.55% | +0.04% | +0.45% | |
| 47 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.54% | — | +1.84% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.54% | -0.02% | -0.21% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.02% | +1.01% | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.54% | +0.15% | +0.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -0.63% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.3% | -0.69% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.9% | -0.64% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.77% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -0.44% | 減碼 |
| 6 | ETN | Eaton Corporation plc | +0.3% | -0.20% | 加碼 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +0.69% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +11.11% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.12% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -0.68% | 減碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -4.10% | 減碼 |
| 12 | GE | General Electric | +0.2% | -0.28% | 加碼 |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +0.17% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +0.71% | 加碼 |
| 15 | GLW | Corning Inc | +0.1% | +4.14% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.1% | +0.74% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | +0.45% | 加碼 |
| 18 | C | Citigroup Inc | +0.1% | +0.73% | 加碼 |
| 19 | IBKR | Interactive Brokers Gro-cl A | +0.1% | — | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | +0.12% | 減碼 |
| 21 | WYNN | Wynn Resorts LTD | +0.1% | +0.20% | 加碼 |
| 22 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -0.15% | 加碼 |
| 23 | MS | Morgan Stanley | +0.1% | -0.07% | 減碼 |
| 24 | SMH | Vaneck Semiconductor ETF | +0.1% | +1.15% | 加碼 |
| 25 | BA | Boeing Co/the | +0.1% | +0.49% | 加碼 |
| 26 | ZVRA | Zevra Therapeutics Inc | +0.1% | — | 加碼 |
| 27 | INTC | Intel CORP | +0.1% | -4.18% | 減碼 |
| 28 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +29.89% | 加碼 |
| 29 | GD | General Dynamics CORP | +0.1% | +0.99% | 加碼 |
| 30 | RBLX | Roblox CORP -class A | +0.1% | — | 減碼 |
| 31 | MPC | Marathon Petroleum CORP | +0.1% | — | 加碼 |
| 32 | PFE | Pfizer Inc | 0% | +0.05% | 加碼 |
| 33 | WFC | Wells Fargo & Co | 0% | +1.01% | 加碼 |
| 34 | WMT | Walmart Inc | — | -0.01% | 減碼 |
| 35 | AMZN | Amazon.com Inc | 0% | -0.00% | 加碼 |
| 36 | IBM | Intl Business Machines CORP | 0% | +0.97% | 加碼 |
| 37 | VO | Vanguard Mid-cap ETF | 0% | -0.49% | 加碼 |
| 38 | VB | Vanguard Small-cap ETF | 0% | -0.63% | 減碼 |
| 39 | JNJ | Johnson & Johnson | -0.1% | +0.19% | 加碼 |
| 40 | ABBV | Abbvie Inc | -0.1% | +0.26% | 加碼 |
| 41 | HD | Home Depot Inc | -0.1% | +0.55% | 減碼 |
| 42 | EIPI | Ft Energy Income ETF | -0.2% | -17.76% | 減碼 |
| 43 | CL | Colgate-palmolive Co | -0.2% | +0.10% | 加碼 |
| 44 | FISV | Fiserv Inc | -0.2% | +6.46% | 加碼 |
| 45 | AAPL | Apple Inc | -0.6% | -3.36% | 減碼 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -93.71% | 減碼 |
| 47 | UPS | United Parcel Service-cl B | — | EXIT | 清倉 |
| 48 | LNT | Alliant Energy CORP | — | NEW | 新建倉 |
| 49 | COHR | Coherent CORP | — | EXIT | 清倉 |
| 50 | GEHC | GE Healthcare Technology | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mystic Asset Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$4.7億，共申報了 223 個公開持股部位。
在 Q3 2025 季度，Mystic Asset Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (6.7%)、MSFT (6.0%)、NVDA (4.5%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
LNT
市值: US$51.7萬
本季最大獲利了結 / 清倉標的
UPS
前期市值: US$63.3萬
在 Q3 2025 季度中，Mystic Asset Management, Inc. 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 31 個部位、減碼 15 個部位以及清倉 3 個部位。 其中最大新建倉標的為 LNT。 本季清倉部位包含 UPS。
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。