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: 0001764807
申報總市值
US$23.7億
US$23.7億
821 檔
13.1%
Q2 2025 季度申報顯示，New Age Alpha Advisors, LLC 揭露的美股組合總市值為 US$23.7億，涵蓋 821 個不同之權益投資部位。
New Age Alpha Advisors, LLC 在 Q2 2025 進行了結構性的板塊輪動與部位換股。在開立 32 個全新部位及加碼 65 檔持股的同時，亦同步清倉 45 檔並減碼 55 檔標的。
整體而言，New Age Alpha Advisors, LLC 的前 5 大持股（包含 MSFT, AAPL, AMZN）貢獻了組合市值的 13.1%，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 821 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 | MSFT | Microsoft CORP | 股票-科技 | 3.77% | -0.43% | -7.80% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.73% | +0.16% | -9.37% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.65% | -0.20% | -9.66% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | -0.09% | +2.78% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.95% | -0.07% | — | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | -0.21% | +37.26% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | -0.33% | +64.63% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.00% | -0.06% | +1.96% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.04% | +32.83% | |
| 10 | ECL | Ecolab Inc | 股票-原物料 | 0.79% | -0.43% | -13.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.76% | +0.14% | +8.13% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 0.75% | -0.24% | +18.14% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.04% | -10.87% | |
| 14 | SPG | Simon Property Group Inc | 股票-房地產 | 0.72% | +0.04% | -17.24% | |
| 15 | PLD | Prologis Inc | 股票-房地產 | 0.72% | -0.04% | +74.24% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.12% | +41.26% | |
| 17 | WELL | Welltower Inc | 股票-房地產 | 0.68% | +0.03% | +14.42% | |
| 18 | UBER | Uber Technologies Inc | 股票-工業 | 0.64% | -0.05% | +0.10% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.61% | -0.03% | +14.01% | |
| 20 | EQIX | Equinix Inc | 股票-房地產 | 0.61% | -0.02% | +7.31% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.59% | +0.20% | +14.72% | |
| 22 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | -0.05% | +23.26% | |
| 23 | C | Citigroup Inc | 股票-金融 | 0.56% | +0.07% | +5.29% | |
| 24 | O | Realty Income CORP | 股票-房地產 | 0.55% | -0.04% | -6.17% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.08% | -2.49% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.54% | -0.04% | +46.91% | |
| 27 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.53% | — | — | |
| 28 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.53% | -0.13% | +102.75% | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.53% | -0.12% | +9.71% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.52% | +0.02% | -7.09% | |
| 31 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.51% | -0.15% | +16.14% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.51% | +0.04% | +22.10% | |
| 33 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.50% | -0.14% | -29.13% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.07% | +20.68% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | +0.03% | +22.15% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.01% | -30.67% | |
| 37 | CB | Chubb Limited | 股票-金融 | 0.45% | -0.06% | +2.77% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.45% | +0.01% | +2.91% | |
| 39 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.43% | -0.10% | -10.55% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.43% | +1.11% | +89.70% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.42% | +0.15% | +56.86% | |
| 42 | FE | Firstenergy CORP | 股票-公用事業 | 0.42% | -0.19% | +84.10% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.01% | +50.83% | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.42% | -0.06% | -8.26% | |
| 45 | PSA | Public Storage | 股票-房地產 | 0.41% | +0.02% | -4.44% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.40% | -0.05% | +524.42% | |
| 47 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.40% | — | +3.34% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | -0.01% | +19.34% | |
| 49 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.39% | -0.20% | -7.38% | |
| 50 | AMT | American Tower CORP | 股票-房地產 | 0.39% | -0.12% | -5.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +37.26% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.8% | +2.78% | 加碼 |
| 3 | MSFT | Microsoft CORP | +0.6% | -7.80% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +64.63% | 加碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | — | 不變 |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | +32.83% | 加碼 |
| 7 | SYK | Stryker CORP | +0.3% | +524.42% | 加碼 |
| 8 | DLTR | Dollar Tree Inc | +0.3% | NEW | 新建倉 |
| 9 | DLR | Digital Realty Trust Inc | +0.3% | +102.75% | 加碼 |
| 10 | NEM | Newmont CORP | +0.3% | NEW | 新建倉 |
| 11 | AA | Alcoa CORP | +0.3% | NEW | 新建倉 |
| 12 | PLD | Prologis Inc | +0.3% | +74.24% | 加碼 |
| 13 | MU | Micron Technology Inc | +0.3% | +89.70% | 加碼 |
| 14 | WMT | Walmart Inc | +0.2% | +41.26% | 加碼 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +56.86% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +1.96% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.2% | +24293.85% | 加碼 |
| 18 | FNB | Fnb CORP | +0.2% | NEW | 新建倉 |
| 19 | RJF | Raymond James Financial Inc | +0.2% | NEW | 新建倉 |
| 20 | REZI | Resideo Technologies Inc | +0.2% | +972.75% | 加碼 |
| 21 | AL | Air Lease CORP | +0.2% | +439.63% | 加碼 |
| 22 | CHRD | Chord Energy CORP | +0.2% | NEW | 新建倉 |
| 23 | ESI | Element Solutions Inc | +0.2% | NEW | 新建倉 |
| 24 | OI | O-i Glass Inc | +0.2% | NEW | 新建倉 |
| 25 | OZK | Bank Ozk | +0.2% | NEW | 新建倉 |
| 26 | AIR | Aar CORP | +0.2% | NEW | 新建倉 |
| 27 | NXST | Nexstar Media Group Inc | +0.2% | NEW | 新建倉 |
| 28 | FE | Firstenergy CORP | +0.2% | +84.10% | 加碼 |
| 29 | WSC | Willscot Holdings CORP | +0.2% | NEW | 新建倉 |
| 30 | DT | Dynatrace Inc | +0.2% | +1094.89% | 加碼 |
| 31 | LULU | Lululemon Athletica Inc | +0.2% | +249.03% | 加碼 |
| 32 | TSLA | Tesla Inc | +0.2% | +14.01% | 加碼 |
| 33 | EQH | Equitable Holdings Inc | +0.2% | NEW | 新建倉 |
| 34 | CART | Maplebear Inc | +0.2% | NEW | 新建倉 |
| 35 | ITT | Itt Inc | +0.2% | +175.49% | 加碼 |
| 36 | CL | Colgate-palmolive Co | +0.2% | +88.92% | 加碼 |
| 37 | OKTA | Okta Inc | +0.2% | NEW | 新建倉 |
| 38 | LRCX | Lam Research CORP | +0.2% | +238.90% | 加碼 |
| 39 | OKE | Oneok Inc | +0.2% | +15415.87% | 加碼 |
| 40 | HD | Home Depot Inc | +0.2% | +37128.00% | 加碼 |
| 41 | GWRE | Guidewire Software Inc | +0.2% | NEW | 新建倉 |
| 42 | T | At&t Inc | +0.2% | +1355.89% | 加碼 |
| 43 | MAA | Mid-america Apartment Comm | +0.2% | +756.83% | 加碼 |
| 44 | FCPT | Four Corners Property Trust | +0.1% | NEW | 新建倉 |
| 45 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.13% | 加碼 |
| 46 | UBER | Uber Technologies Inc | +0.1% | +0.10% | 加碼 |
| 47 | VBR | Vanguard Small-cap Value ETF | +0.1% | +152.12% | 加碼 |
| 48 | SUI | Sun Communities Inc | +0.1% | +2641.08% | 加碼 |
| 49 | ADP | Automatic Data Processing | +0.1% | +96.99% | 加碼 |
| 50 | CSCO | Cisco Systems Inc | +0.1% | +14.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，New Age Alpha Advisors, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$23.7億，共申報了 821 個公開持股部位。
在 Q2 2025 季度，New Age Alpha Advisors, LLC 按市值排列的前三大核心持股分別為：MSFT (3.8%)、AAPL (2.7%)、AMZN (2.6%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.8% 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
DLTR
市值: US$727.7萬
本季最大獲利了結 / 清倉標的
VCIT
前期市值: US$1817.4萬
在 Q2 2025 季度中，New Age Alpha Advisors, LLC 共進行了 197 項持倉異動，包含新建倉 32 個部位、加碼 65 個部位、減碼 55 個部位以及清倉 45 個部位。 其中最大新建倉標的為 DLTR。 本季清倉部位包含 VCIT。
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。