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: 0001961742
申報總市值
US$5.3億
US$5.3億
174 檔
23.4%
Q1 2025 季度申報顯示，New Hampshire Trust 揭露的美股組合總市值為 US$5.3億，涵蓋 174 個不同之權益投資部位。
New Hampshire Trust 在 Q1 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 100 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 VO, AAPL, MSFT）占據了總市值的 23.4%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.94% | -0.83% | +2.13% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.12% | +0.39% | -5.44% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.04% | +0.03% | -0.59% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 4.32% | +0.14% | +6.10% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.98% | +0.19% | -1.42% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.80% | +0.14% | -5.46% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.53% | -1.69% | +3.16% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.00% | +0.07% | -0.86% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.88% | +0.40% | -6.73% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.83% | +0.30% | -7.65% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.82% | — | -7.12% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.69% | +0.11% | -2.67% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.61% | -0.54% | +2.14% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.57% | +0.18% | -3.53% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.51% | +0.18% | +2.35% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.42% | -0.18% | -1.55% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.35% | -0.03% | -2.17% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.27% | -0.06% | +0.20% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.27% | -0.12% | -1.99% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.27% | +0.27% | -6.92% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | -0.14% | -6.22% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | +0.11% | -13.40% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.14% | -0.03% | -5.97% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.06% | -5.07% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.11% | -0.17% | -3.52% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.08% | -0.04% | +6.94% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.01% | +0.18% | +1.01% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.97% | +0.06% | -3.67% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.97% | -0.04% | -1.67% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.97% | +0.24% | -3.55% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.96% | +0.07% | -25.29% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.90% | +0.58% | -0.71% | |
| 33 | LLDYX | Lord Abbett Shrt Dur Inc-i | 股票-其他 | 0.90% | -0.04% | +6.77% | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.88% | -0.16% | -9.94% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.85% | +0.09% | +2.09% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.76% | -0.04% | +4.93% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.75% | -0.75% | EXIT | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.74% | -0.10% | +0.14% | |
| 39 | ECL | Ecolab Inc | 股票-原物料 | 0.73% | — | -6.62% | |
| 40 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.72% | -0.02% | -6.74% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.72% | +0.15% | -1.45% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.72% | +0.05% | -0.26% | |
| 43 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.70% | +0.01% | -0.10% | |
| 44 | COP | Conocophillips | 股票-能源 | 0.70% | -0.21% | +6.17% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.05% | -3.35% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.66% | -0.02% | -28.89% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.02% | -10.36% | |
| 48 | NOC | Northrop Grumman CORP | 股票-工業 | 0.64% | -0.22% | +2.67% | |
| 49 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.63% | -0.10% | — | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.62% | — | -9.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.8% | +2.13% | 加碼 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.35% | 加碼 |
| 3 | ABBV | Abbvie Inc | +0.3% | -2.67% | 減碼 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.3% | +3.16% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +2.14% | 加碼 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | -0.86% | 減碼 |
| 7 | DFAS | Dimensional US Small Cap ETF | +0.2% | +6.10% | 加碼 |
| 8 | RTX | Rtx CORP | +0.2% | -1.99% | 減碼 |
| 9 | MCD | Mcdonald's CORP | +0.2% | -1.55% | 減碼 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +26.46% | 加碼 |
| 11 | DOW | Dow Inc | +0.1% | +56.71% | 加碼 |
| 12 | CB | Chubb Limited | +0.1% | -1.67% | 減碼 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -5.07% | 減碼 |
| 14 | COP | Conocophillips | +0.1% | +6.17% | 加碼 |
| 15 | LLDYX | Lord Abbett Shrt Dur Inc-i | +0.1% | +6.77% | 加碼 |
| 16 | UNP | Union Pacific CORP | +0.1% | +1.01% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +0.20% | 加碼 |
| 18 | AMT | American Tower CORP | +0.1% | +2.51% | 加碼 |
| 19 | NOC | Northrop Grumman CORP | +0.1% | +2.67% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -3.35% | 減碼 |
| 21 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | 新建倉 |
| 22 | PM | Philip Morris International | +0.1% | +0.63% | 加碼 |
| 23 | CVX | Chevron CORP | +0.1% | -1.88% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -3.55% | 減碼 |
| 25 | SHW | Sherwin-williams Co/the | +0.1% | -0.10% | 減碼 |
| 26 | ECL | Ecolab Inc | +0.1% | -6.62% | 減碼 |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -6.73% | 減碼 |
| 28 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建倉 |
| 29 | IAU | Ishares Gold Trust | +0.1% | NEW | 新建倉 |
| 30 | COST | Costco Wholesale CORP | +0.1% | -6.22% | 減碼 |
| 31 | GVI | Ishares Intermediate Governm | +0.1% | +10.24% | 加碼 |
| 32 | ZTS | Zoetis Inc | +0.1% | +6.36% | 加碼 |
| 33 | ABT | Abbott Laboratories | +0.1% | -9.03% | 減碼 |
| 34 | IDXX | Idexx Laboratories Inc | +0.1% | — | 不變 |
| 35 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.93% | 加碼 |
| 36 | LKQ | Lkq CORP | +0.1% | NEW | 新建倉 |
| 37 | MRK | Merck & Co. Inc. | +0.1% | +6.94% | 加碼 |
| 38 | NVS | Novartis Ag-sponsored Adr | +0.1% | +4.30% | 加碼 |
| 39 | KO | Coca-cola Co/the | +0.1% | +0.24% | 加碼 |
| 40 | QCOM | Qualcomm Inc | +0.1% | -1.45% | 減碼 |
| 41 | PEP | Pepsico Inc | 0% | -3.52% | 減碼 |
| 42 | PLD | Prologis Inc | 0% | +34.28% | 加碼 |
| 43 | MDT | Medtronic plc | 0% | +14.91% | 加碼 |
| 44 | VZ | Verizon Communications Inc | 0% | +1.72% | 加碼 |
| 45 | DE | Deere & Co | 0% | -7.65% | 減碼 |
| 46 | TMC | Tmc THE Metals Co Inc | 0% | -10.23% | 減碼 |
| 47 | HON | Honeywell International Inc | 0% | +2.51% | 加碼 |
| 48 | IBM | Intl Business Machines CORP | 0% | — | 不變 |
| 49 | MMM | 3m Co | 0% | +0.12% | 加碼 |
| 50 | DGX | Quest Diagnostics Inc | 0% | +2.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，New Hampshire Trust 在 Q1 2025 季度的美股持倉總市值約為 US$5.3億，共申報了 174 個公開持股部位。
在 Q1 2025 季度，New Hampshire Trust 按市值排列的前三大核心持股分別為：VO (9.9%)、AAPL (6.1%)、MSFT (5.0%)。其中最大持股部位 VO 佔據整體投資組合約 9.9% 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
IWR
市值: US$43.1萬
本季最大獲利了結 / 清倉標的
F
前期市值: US$99.7萬
在 Q1 2025 季度中，New Hampshire Trust 共進行了 162 項持倉異動，包含新建倉 4 個部位、加碼 58 個部位、減碼 95 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IWR。 本季清倉部位包含 F。
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。