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: 0001274981
申報總市值
US$248.4億
US$248.4億
937 檔
26.3%
在 Q1 2025 的 13F 官方備案中，Natixis 管理的美股投資組合規模來到 US$248.4億，整體持股檔數為 937 檔。
在 Q1 2025 期間，Natixis 展現了靈活的資產再平衡步調，透過出清 29 檔弱勢或達到目標價部位，將資金轉置於 17 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 26.3%，是驅動 Natixis 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 937 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 | 13.60% | -2.61% | +16.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.69% | -1.13% | +146.43% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.87% | -0.93% | +119.77% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 3.82% | -0.43% | +92.04% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.64% | -1.35% | +87.62% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.37% | -0.83% | +51.96% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.49% | +0.80% | -3.51% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.90% | +0.31% | +210.58% | |
| 9 | ET | Energy Transfer LP | 股票-能源 | 1.83% | +0.17% | +24.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.82% | +1.66% | +134.47% | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.76% | -0.17% | +34.42% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.75% | -0.25% | +36.71% | |
| 13 | COIN | Coinbase Global Inc -class A | 股票-金融 | 1.34% | +0.08% | -13.90% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.32% | +0.06% | -21.02% | |
| 15 | EQIX | Equinix Inc | 股票-房地產 | 1.22% | -0.12% | +276.22% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -1.05% | +45.79% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.08% | +3.19% | +36.41% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 0.99% | +0.38% | +26.82% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +0.21% | +99.61% | |
| 20 | MSTR | Strategy Inc | 股票-科技 | 0.75% | -0.01% | +7.03% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | -0.08% | +315.61% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.02% | +29.04% | |
| 23 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.69% | +0.01% | +261905.32% | |
| 24 | APP | Applovin Corp-class A | 股票-科技 | 0.69% | +0.08% | — | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.66% | -0.09% | +382.17% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.63% | -0.13% | +1596.73% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.73% | +164.33% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | +0.74% | +122.91% | |
| 29 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-其他 | 0.58% | +0.03% | +84.13% | |
| 30 | PGR | Progressive CORP | 股票-金融 | 0.51% | +0.03% | +133.24% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.48% | -0.01% | +307.68% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.11% | -39.31% | |
| 33 | XLB | Ss Materials Select Sector | ETF-其他 | 0.47% | +0.27% | +0.23% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | -0.14% | EXIT | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | — | +67.40% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.39% | +0.02% | +0.66% | |
| 37 | PFE | Pfizer Inc | 股票-醫療保健 | 0.38% | -0.13% | -46.82% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.37% | -0.11% | -17.21% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.35% | -0.95% | EXIT | |
| 40 | ADBE | Adobe Inc | 股票-科技 | 0.35% | -0.09% | EXIT | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | — | +2592.41% | |
| 42 | AKAM 0.125 05-01-25債券 | Akamai Technologies Inc | 債券 | 0.32% | — | +1090.00% | |
| 43 | KEL | Kellanova | 股票-其他 | 0.32% | — | +1129.98% | |
| 44 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.30% | -0.09% | +4.44% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.29% | -0.22% | +35.08% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.29% | -0.17% | +12.88% | |
| 47 | DLTR | Dollar Tree Inc | 股票-非循環性消費 | 0.29% | +0.24% | NEW | |
| 48 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.28% | +0.09% | +13.56% | |
| 49 | CCI | Crown Castle Inc | 股票-房地產 | 0.27% | — | -14.48% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.26% | +0.04% | +104.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.7% | +146.43% | 加碼 |
| 2 | MSFT | Microsoft CORP | +2.9% | +119.77% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +1.3% | +210.58% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1.1% | +87.62% | 加碼 |
| 5 | EQIX | Equinix Inc | +0.8% | +276.22% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | +134.47% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +51.96% | 加碼 |
| 8 | FXI | Ishares China Large-cap ETF | +0.7% | +261905.32% | 加碼 |
| 9 | APP | Applovin Corp-class A | +0.7% | NEW | 新建倉 |
| 10 | COST | Costco Wholesale CORP | +0.6% | +1596.73% | 加碼 |
| 11 | MRK | Merck & Co. Inc. | +0.5% | +315.61% | 加碼 |
| 12 | HD | Home Depot Inc | +0.5% | +382.17% | 加碼 |
| 13 | UNH | Unitedhealth Group Inc | +0.4% | +99.61% | 加碼 |
| 14 | COP | Conocophillips | +0.4% | +307.68% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.3% | +34.42% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.3% | +2592.41% | 加碼 |
| 17 | AMD | Advanced Micro Devices | +0.3% | +164.33% | 加碼 |
| 18 | PGR | Progressive CORP | +0.3% | +133.24% | 加碼 |
| 19 | KEL | Kellanova | +0.3% | +1129.98% | 加碼 |
| 20 | AKAM 0.125 05-01-25債券 | Akamai Technologies Inc | +0.3% | +1090.00% | 加碼 |
| 21 | TSLA | Tesla Inc | +0.3% | +92.04% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.3% | +45.79% | 加碼 |
| 23 | HON | Honeywell International Inc | +0.3% | +440.54% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.2% | +122.91% | 加碼 |
| 25 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | NEW | 新建倉 |
| 26 | XHB | Ss Spdr S&p Homebldrs ETF | +0.2% | +84.13% | 加碼 |
| 27 | CAT | Caterpillar Inc | +0.2% | +1124.07% | 加碼 |
| 28 | GEV | GE Vernova Inc | +0.2% | +1130.56% | 加碼 |
| 29 | XRT | Ss Spdr S&p Retail ETF | +0.2% | +119049.05% | 加碼 |
| 30 | SPGI | S&p Global Inc | +0.2% | +319.02% | 加碼 |
| 31 | ABBV | Abbvie Inc | +0.2% | +207.53% | 加碼 |
| 32 | PEG | Public Service Enterprise Gp | +0.2% | +643.27% | 加碼 |
| 33 | EPD | Enterprise Products Partners | +0.2% | NEW | 新建倉 |
| 34 | NEE 3 03-01-27債券 | Nextera Energy Capital | +0.2% | NEW | 新建倉 |
| 35 | IP | International Paper Co | +0.2% | NEW | 新建倉 |
| 36 | MS | Morgan Stanley | +0.2% | NEW | 新建倉 |
| 37 | WY | Weyerhaeuser Co | +0.2% | +387.00% | 加碼 |
| 38 | EQT | Eqt CORP | +0.2% | +646.68% | 加碼 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +247.45% | 加碼 |
| 40 | CSCO | Cisco Systems Inc | +0.1% | +26.82% | 加碼 |
| 41 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 42 | ADBE | Adobe Inc | +0.1% | +108.42% | 加碼 |
| 43 | VZ | Verizon Communications Inc | +0.1% | +104.27% | 加碼 |
| 44 | CMS 3.375 05-01-28債券 | Cms Energy CORP | +0.1% | +900.00% | 加碼 |
| 45 | BAC | Bank Of America CORP | +0.1% | +67.40% | 加碼 |
| 46 | BLK | Blackrock Inc | +0.1% | +289.35% | 加碼 |
| 47 | BERYEUR | Berry Global Group Inc | +0.1% | +2866.20% | 加碼 |
| 48 | CME | Cme Group Inc | +0.1% | +107.04% | 加碼 |
| 49 | SRE | Sempra | +0.1% | NEW | 新建倉 |
| 50 | MRSH | Marsh & Mclennan Cos | +0.1% | +445.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Natixis 在 Q1 2025 季度的美股持倉總市值約為 US$248.4億，共申報了 937 個公開持股部位。
在 Q1 2025 季度，Natixis 按市值排列的前三大核心持股分別為：NVDA (13.6%)、AAPL (7.7%)、MSFT (6.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 13.6% 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
APP
市值: US$1.3億
本季最大獲利了結 / 清倉標的
BKNG
前期市值: US$6752.1萬
在 Q1 2025 季度中，Natixis 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 83 個部位、減碼 71 個部位以及清倉 29 個部位。 其中最大新建倉標的為 APP。 本季清倉部位包含 BKNG。
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。