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: 0002001019
申報總市值
US$271.3億
US$271.3億
650 檔
17.4%
根據最新整理的 13F 季度數據集，NEOS Investment Management LLC 於 Q4 2025 結束時的管理資產規模為 US$271.3億。該機構在本季度申報了 650 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，NEOS Investment Management 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 48 個既有持股進行加碼（合計增持 49 檔），相較減碼與清倉部位顯著佔優。
整體而言，NEOS Investment Management LLC 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 17.4%，形成該機構在 Q4 2025 季度的基本面基石。
僅顯示前 200 大持股（共 650 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 | 7.60% | -0.59% | +28.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.74% | -0.65% | +28.40% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.00% | -0.91% | +28.59% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.97% | -0.29% | +29.88% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.04% | +0.03% | +27.80% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.81% | -0.52% | +49.27% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.76% | -0.22% | +42.16% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.70% | -0.04% | -5.57% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.68% | +0.02% | +28.46% | |
| 10 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 2.60% | +0.47% | +28.70% | |
| 11 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.31% | -0.42% | +34.73% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 1.25% | -0.57% | +1197.00% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.41% | +30.02% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.09% | +1.49% | +26.46% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.00% | +2.28% | +28.29% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 0.95% | +0.21% | +29.24% | |
| 17 | HODL | Vaneck Bitcoin ETF | ETF-加密貨幣 | 0.77% | -0.20% | -10.37% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.72% | +0.02% | +13.16% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.11% | +19.59% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | +0.59% | +27.99% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.07% | +17.08% | |
| 22 | LIN | Linde plc | 股票-原物料 | 0.67% | -0.14% | +30.53% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | +0.66% | +30.40% | |
| 24 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.65% | -0.17% | +29.64% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.62% | -0.22% | +30.19% | |
| 26 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.62% | -0.28% | +35.12% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.62% | -0.01% | +1372.51% | |
| 28 | APP | Applovin Corp-class A | 股票-科技 | 0.61% | +0.01% | +30.25% | |
| 29 | INTU | Intuit Inc | 股票-科技 | 0.59% | -0.22% | +26.87% | |
| 30 | QCOM | Qualcomm Inc | 股票-科技 | 0.58% | +0.06% | +29.97% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.57% | -0.11% | +32.35% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.52% | +1.17% | +31.94% | |
| 33 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.51% | -0.07% | +48.50% | |
| 34 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.51% | -0.16% | +24.50% | |
| 35 | TXN | Texas Instruments Inc | 股票-科技 | 0.50% | +0.15% | +28.86% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.03% | +17.58% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.48% | +0.42% | +25.96% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.47% | -0.11% | +29.62% | |
| 39 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.46% | -0.09% | +33.96% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | -0.07% | +29.96% | |
| 41 | HON | Honeywell International Inc | 股票-工業 | 0.42% | -0.50% | EXIT | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.42% | +0.01% | +27.22% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.19% | +16.10% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.39% | +0.33% | +32.37% | |
| 45 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 0.38% | -0.06% | +98.42% | |
| 46 | WMT | Walmart Inc | 股票-非循環性消費 | 0.38% | -0.59% | +16.73% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.38% | -0.04% | +28.77% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.38% | -0.08% | +24.21% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.38% | -0.08% | +24.21% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.38% | -0.05% | +18.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +27.80% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | +28.46% | 加碼 |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +0.6% | +1372.51% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.4% | +28.29% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +28.40% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.3% | +42.16% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.3% | +26.46% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +29.88% | 加碼 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +461.96% | 加碼 |
| 10 | AAAU | Goldman Sachs Physical Gold | +0.2% | +98.42% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | +27.99% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.1% | +30.40% | 加碼 |
| 13 | ISRG | Intuitive Surgical Inc | +0.1% | +29.64% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +13.16% | 加碼 |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | +490.49% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +49.27% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +29.24% | 加碼 |
| 18 | WDC | Western Digital CORP | +0.1% | +240.76% | 加碼 |
| 19 | AMGN | Amgen Inc | +0.1% | +32.35% | 加碼 |
| 20 | REGN | Regeneron Pharmaceuticals | +0.1% | +29.23% | 加碼 |
| 21 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +1488.02% | 加碼 |
| 22 | WBD | Warner Bros Discovery Inc | +0.1% | +23.20% | 加碼 |
| 23 | BKNG | Booking Holdings Inc | +0.1% | +48.50% | 加碼 |
| 24 | INTC | Intel CORP | +0.1% | +31.94% | 加碼 |
| 25 | SHOP | Shopify Inc - Class A | +0.1% | +33.96% | 加碼 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +29.96% | 加碼 |
| 27 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +28.77% | 加碼 |
| 28 | MAR | Marriott International -cl A | +0.1% | +32.07% | 加碼 |
| 29 | KLAC | Kla CORP | 0% | +25.96% | 加碼 |
| 30 | VTWO | Vanguard Russell 2000 ETF | 0% | +28.70% | 加碼 |
| 31 | GILD | Gilead Sciences Inc | 0% | +24.50% | 加碼 |
| 32 | ADI | Analog Devices Inc | 0% | +27.22% | 加碼 |
| 33 | PLTR | Palantir Technologies Inc-a | 0% | +34.73% | 加碼 |
| 34 | QCOM | Qualcomm Inc | 0% | +29.97% | 加碼 |
| 35 | CEG | Constellation Energy | 0% | +29.60% | 加碼 |
| 36 | CAT | Caterpillar Inc | 0% | +15.98% | 加碼 |
| 37 | PEP | Pepsico Inc | 0% | +30.19% | 加碼 |
| 38 | ADBE | Adobe Inc | — | +29.62% | 加碼 |
| 39 | USHY | Ishares Broad Usd High Yield | — | +31.14% | 加碼 |
| 40 | INTU | Intuit Inc | 0% | +26.87% | 加碼 |
| 41 | TXN | Texas Instruments Inc | 0% | +28.86% | 加碼 |
| 42 | APP | Applovin Corp-class A | 0% | +30.25% | 加碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +19.59% | 加碼 |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | +17.08% | 加碼 |
| 45 | LIN | Linde plc | -0.1% | +30.53% | 加碼 |
| 46 | NVDA | Nvidia CORP | -0.1% | +28.17% | 加碼 |
| 47 | COST | Costco Wholesale CORP | -0.1% | +30.02% | 加碼 |
| 48 | MSFT | Microsoft CORP | -0.5% | +28.59% | 加碼 |
| 49 | HODL | Vaneck Bitcoin ETF | -0.7% | -10.37% | 減碼 |
| 50 | ✓ | Ferrovial Se | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，NEOS Investment Management LLC 在 Q4 2025 季度的美股持倉總市值約為 US$271.3億，共申報了 650 個公開持股部位。
在 Q4 2025 季度，NEOS Investment Management LLC 按市值排列的前三大核心持股分別為：NVDA (7.6%)、AAPL (6.7%)、MSFT (6.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.6% 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
FERROVIAL SE
市值: US$1507.6萬
本季最大獲利了結 / 清倉標的
HODL
前期市值: US$2.0億
在 Q4 2025 季度中，NEOS Investment Management LLC 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 48 個部位、減碼 1 個部位以及清倉 0 個部位。 其中最大新建倉標的為 FERROVIAL SE。
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。