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: 0000810265
申報總市值
US$793.0億
US$793.0億
3171 檔
18.8%
在 Q1 2025 的 13F 官方備案中，New York State Common Retirement Fund 管理的美股投資組合規模來到 US$793.0億，整體持股檔數為 3171 檔。
從 Q1 2025 申報觀察，New York State Common Retirement Fund 採取防禦導向的調倉策略，本季減碼 145 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，New York State Common Retirement Fund 的前 5 大核心持股（包含 AAPL, MSFT, NVDA 等）合計佔整體申報市值的 18.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 3171 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 | 6.16% | -0.06% | -1.71% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.43% | -0.60% | -2.93% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.59% | -0.11% | -5.01% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.41% | -0.01% | -2.49% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.35% | -0.29% | -5.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.75% | +0.16% | -5.61% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.64% | -0.12% | -7.67% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | +0.15% | -4.76% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.13% | -2.27% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.09% | -2.50% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.29% | -0.02% | -3.19% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.28% | +0.14% | -6.02% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | -0.03% | +2.32% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.91% | +0.08% | -3.95% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.08% | -3.42% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.83% | -0.32% | -6.64% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 0.79% | -0.24% | +0.36% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | -0.14% | -4.89% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.10% | -2.50% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.07% | -10.25% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.13% | -6.37% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.68% | -0.01% | -0.58% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.67% | -0.04% | -4.14% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | -0.05% | -1.07% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | — | -4.82% | |
| 26 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.07% | -1.57% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.17% | -6.37% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.47% | -0.11% | +2.25% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.12% | +1.11% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.18% | -18.09% | |
| 31 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | -0.02% | -7.60% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.44% | — | +1.95% | |
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.10% | -4.53% | |
| 34 | GE | General Electric | 股票-工業 | 0.42% | +0.09% | +2.74% | |
| 35 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.42% | -0.07% | -7.02% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.05% | +1.69% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.04% | -7.30% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.39% | -0.09% | -4.17% | |
| 39 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.38% | -0.04% | -4.51% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.38% | -0.06% | +2.57% | |
| 41 | T | At&t Inc | 股票-通訊服務 | 0.35% | -0.14% | -2.68% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.35% | -0.08% | -11.91% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.10% | -4.34% | |
| 44 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.34% | -0.05% | -1.79% | |
| 45 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.34% | -0.06% | -0.82% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | — | +0.82% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.33% | +0.03% | +3.44% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.33% | -0.05% | -3.15% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.33% | -0.06% | -0.97% | |
| 50 | PFE | Pfizer Inc | 股票-醫療保健 | 0.32% | -0.12% | -0.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -7.67% | 減碼 |
| 2 | V | Visa Inc-class A Shares | +0.2% | +2.32% | 加碼 |
| 3 | ABBV | Abbvie Inc | +0.2% | -0.58% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | -2.50% | 減碼 |
| 5 | GE | General Electric | +0.1% | +2.74% | 加碼 |
| 6 | PM | Philip Morris International | +0.1% | -7.60% | 減碼 |
| 7 | NFLX | Netflix Inc | +0.1% | +0.36% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -6.64% | 減碼 |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +1.95% | 加碼 |
| 10 | KO | Coca-cola Co/the | +0.1% | -4.82% | 減碼 |
| 11 | CVS | Cvs Health CORP | +0.1% | -0.01% | 減碼 |
| 12 | T | At&t Inc | +0.1% | -2.68% | 減碼 |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | +19.04% | 加碼 |
| 14 | UBER | Uber Technologies Inc | +0.1% | +0.08% | 加碼 |
| 15 | AMGN | Amgen Inc | +0.1% | -0.29% | 減碼 |
| 16 | RTX | Rtx CORP | +0.1% | -0.97% | 減碼 |
| 17 | ABT | Abbott Laboratories | +0.1% | -7.02% | 減碼 |
| 18 | CI | THE Cigna Group | +0.1% | +1.76% | 加碼 |
| 19 | GILD | Gilead Sciences Inc | +0.1% | -3.35% | 減碼 |
| 20 | MCK | Mckesson CORP | +0.1% | -0.05% | 減碼 |
| 21 | PGR | Progressive CORP | +0.1% | -5.95% | 減碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | -4.34% | 減碼 |
| 23 | AON | Aon plc | +0.1% | +13.60% | 加碼 |
| 24 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -4.56% | 減碼 |
| 25 | BSX | Boston Scientific CORP | +0.1% | -1.55% | 減碼 |
| 26 | CB | Chubb Limited | +0.1% | +1.25% | 加碼 |
| 27 | DE | Deere & Co | +0.1% | +0.31% | 加碼 |
| 28 | SPOT | Spotify Technology S.A. | +0.1% | -7.56% | 減碼 |
| 29 | FANG | Diamondback Energy Inc | 0% | +56.34% | 加碼 |
| 30 | XEL | Xcel Energy Inc | 0% | +121.86% | 加碼 |
| 31 | WELL | Welltower Inc | 0% | -0.61% | 減碼 |
| 32 | AMT | American Tower CORP | 0% | -0.45% | 減碼 |
| 33 | SHW | Sherwin-williams Co/the | 0% | +13.61% | 加碼 |
| 34 | ELV | Elevance Health Inc | 0% | -4.07% | 減碼 |
| 35 | INTC | Intel CORP | 0% | +1.12% | 加碼 |
| 36 | TMUS | T-mobile US Inc | 0% | -10.02% | 減碼 |
| 37 | MRSH | Marsh & Mclennan Cos | 0% | -6.26% | 減碼 |
| 38 | BMY | Bristol-myers Squibb Co | 0% | -0.36% | 減碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +6.35% | 加碼 |
| 40 | META | Meta Platforms Inc-class A | 0% | -5.70% | 減碼 |
| 41 | UMBF | Umb Financial CORP | 0% | +1302.52% | 加碼 |
| 42 | AIG | American International Group | 0% | +0.68% | 加碼 |
| 43 | MMM | 3m Co | 0% | +2.28% | 加碼 |
| 44 | NEM | Newmont CORP | 0% | -1.55% | 減碼 |
| 45 | HCA | Hca Healthcare Inc | 0% | -2.60% | 減碼 |
| 46 | ICE | Intercontinental Exchange In | 0% | -4.65% | 減碼 |
| 47 | TKR | Timken Co | 0% | +108.08% | 加碼 |
| 48 | AJG | Arthur J Gallagher & Co | 0% | +5.98% | 加碼 |
| 49 | BCS | Barclays Plc-spons Adr | 0% | +65.68% | 加碼 |
| 50 | MGRC | Mcgrath Rentcorp | 0% | +1337.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，New York State Common Retirement Fund 在 Q1 2025 季度的美股持倉總市值約為 US$793.0億，共申報了 3171 個公開持股部位。
在 Q1 2025 季度，New York State Common Retirement Fund 按市值排列的前三大核心持股分別為：AAPL (6.2%)、MSFT (5.4%)、NVDA (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.2% 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
SHEL
市值: US$6372.1萬
本季最大獲利了結 / 清倉標的
SMARGBP
前期市值: US$2772.9萬
在 Q1 2025 季度中，New York State Common Retirement Fund 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 45 個部位、減碼 145 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SHEL。 本季清倉部位包含 SMARGBP。
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。