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: 0001582151
申報總市值
US$16.2億
US$16.2億
418 檔
9.7%
Q2 2025 季度申報顯示，Naples Global Advisors, LLC 揭露的美股組合總市值為 US$16.2億，涵蓋 418 個不同之權益投資部位。
在 Q2 2025，Naples Global Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 33 個既有持股進行加碼（合計增持 34 檔），相較減碼與清倉部位顯著佔優。
整體而言，Naples Global Advisors, LLC 的前 5 大持股（包含 AAPL, MSFT, AVGO）貢獻了組合市值的 9.7%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 418 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 | 3.37% | -0.10% | +0.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | -0.19% | +0.25% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.86% | +0.01% | -3.46% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.23% | -0.03% | +2.84% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.00% | +0.38% | -1.35% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.99% | -0.04% | +1.77% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.82% | -0.08% | +4.71% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.05% | +1.62% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.50% | -0.05% | +0.46% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.13% | -0.07% | +4.62% | |
| 11 | GLW | Corning Inc | 股票-科技 | 1.06% | +1.02% | -1.09% | |
| 12 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | -0.03% | +1.37% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.02% | -0.08% | -1.14% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.96% | -0.03% | +0.82% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.41% | +32.26% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.85% | -0.02% | +3.59% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | +0.19% | -0.70% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 0.85% | -0.11% | +2.06% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.11% | +0.55% | |
| 20 | ADI | Analog Devices Inc | 股票-科技 | 0.82% | +0.04% | +0.49% | |
| 21 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.82% | -0.07% | -3.12% | |
| 22 | IGF | Ishares Global Infrastructur | ETF-其他 | 0.82% | -0.13% | +2.86% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.81% | +0.11% | -0.41% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.79% | +0.02% | +23.86% | |
| 25 | PAYX | Paychex Inc | 股票-科技 | 0.76% | -0.03% | +5.90% | |
| 26 | ACN | Accenture plc | 股票-科技 | 0.76% | -0.30% | +5.90% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.75% | -0.01% | -0.77% | |
| 28 | LDOS | Leidos Holdings Inc | 股票-科技 | 0.75% | -0.19% | +1.09% | |
| 29 | PFFD | Global X US Preferred ETF | ETF-其他 | 0.74% | -0.06% | +6.88% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.74% | -0.02% | +13.61% | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.74% | -0.08% | +2.79% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | -0.09% | +5.70% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.08% | +13.11% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.72% | -0.02% | -0.27% | |
| 35 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.70% | -0.03% | -0.18% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.68% | +0.68% | +0.17% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | +0.07% | +10.19% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.64% | -0.02% | +8.35% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.64% | -0.11% | +3.54% | |
| 40 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | -0.07% | +2.65% | |
| 41 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.63% | -0.18% | +6.65% | |
| 42 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.62% | -0.09% | +3.17% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.61% | +0.01% | +12.09% | |
| 44 | REET | Ishares Global Reit ETF | ETF-其他 | 0.61% | -0.03% | +7.75% | |
| 45 | WSO | Watsco Inc | 股票-工業 | 0.60% | -0.01% | -0.06% | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.60% | -0.01% | +2.80% | |
| 47 | SO | Southern Co/the | 股票-公用事業 | 0.59% | -0.08% | +1.51% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.59% | -0.11% | +3.74% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.63% | +0.34% | |
| 50 | CTVA | Corteva Inc | 股票-原物料 | 0.57% | -0.08% | -2.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -3.46% | 減碼 |
| 2 | MSFT | Microsoft CORP | +0.5% | +0.25% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.35% | 減碼 |
| 4 | NVDA | Nvidia CORP | +0.3% | +23.86% | 加碼 |
| 5 | ORCL | Oracle CORP | +0.3% | -1.14% | 減碼 |
| 6 | ASML | ASML Holding N.V. | +0.2% | NEW | 新建倉 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +13.11% | 加碼 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +1.62% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | +0.17% | 加碼 |
| 10 | BWXT | Bwx Technologies Inc | +0.1% | +1.43% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +0.33% | 加碼 |
| 12 | SCHF | Schwab Intl Equity ETF | +0.1% | +4.71% | 加碼 |
| 13 | MU | Micron Technology Inc | +0.1% | +1.11% | 加碼 |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +46.54% | 加碼 |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +13.61% | 加碼 |
| 16 | AXP | American Express Co | +0.1% | +8.35% | 加碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +38.86% | 加碼 |
| 18 | VGT | Vanguard Info Tech ETF | +0.1% | -0.41% | 減碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.19% | 加碼 |
| 20 | DLR | Digital Realty Trust Inc | +0.1% | +3.17% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +32.26% | 加碼 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +0.34% | 加碼 |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | +0.18% | 加碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.84% | 加碼 |
| 25 | KLAC | Kla CORP | +0.1% | -5.51% | 減碼 |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.39% | 加碼 |
| 27 | EMR | Emerson Electric Co | +0.1% | +6.70% | 加碼 |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.77% | 加碼 |
| 29 | ADI | Analog Devices Inc | +0.1% | +0.49% | 加碼 |
| 30 | LDOS | Leidos Holdings Inc | +0.1% | +1.09% | 加碼 |
| 31 | CM | Can Imperial Bk Of Commerce | +0.1% | -1.21% | 減碼 |
| 32 | AMZN | Amazon.com Inc | 0% | +2.80% | 加碼 |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +4.62% | 加碼 |
| 34 | GLW | Corning Inc | 0% | -1.09% | 減碼 |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | +12.09% | 加碼 |
| 36 | MCHP | Microchip Technology Inc | 0% | -17.32% | 減碼 |
| 37 | CTVA | Corteva Inc | 0% | -2.56% | 減碼 |
| 38 | VV | Vanguard Large-cap ETF | 0% | +0.46% | 加碼 |
| 39 | BLK | Blackrock Inc | 0% | +2.79% | 加碼 |
| 40 | SCHW | Schwab (charles) CORP | 0% | -1.33% | 減碼 |
| 41 | CSCO | Cisco Systems Inc | 0% | -0.70% | 減碼 |
| 42 | IGF | Ishares Global Infrastructur | 0% | +2.86% | 加碼 |
| 43 | SAP | Sap Se-sponsored Adr | — | -3.12% | 減碼 |
| 44 | ALB | Albemarle CORP | -0.1% | -45.23% | 減碼 |
| 45 | BMY | Bristol-myers Squibb Co | -0.2% | -1.65% | 減碼 |
| 46 | WSO | Watsco Inc | -0.2% | -0.06% | 減碼 |
| 47 | AMGN | Amgen Inc | -0.2% | +2.06% | 加碼 |
| 48 | ABBV | Abbvie Inc | -0.2% | -0.77% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +9.82% | 加碼 |
| 50 | AAPL | Apple Inc | -0.6% | +0.52% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Naples Global Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$16.2億，共申報了 418 個公開持股部位。
在 Q2 2025 季度，Naples Global Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (3.4%)、MSFT (3.1%)、AVGO (2.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.4% 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
ASML
市值: US$229.8萬
本季最大獲利了結 / 清倉標的
AVGO
前期市值: US$2094.2萬
在 Q2 2025 季度中，Naples Global Advisors, LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 33 個部位、減碼 16 個部位以及清倉 0 個部位。 其中最大新建倉標的為 ASML。
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。