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: 0001729048
申報總市值
US$3.2億
US$3.2億
71 檔
31.2%
在 Q3 2025 申報期間，Nicollet Investment Management, Inc.（CIK: 0001729048）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.2億，共持有 71 個公開申報部位。
數據顯示 Nicollet Investment Management, Inc. 於 Q3 2025 季度持續回收資金，對 43 個既有部位進行裁減並清倉 2 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 MSFT, AMZN, AAPL）累計市值佔比達 31.2%，是驅動 Nicollet Investment Management, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 8.39% | -0.49% | -3.87% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.09% | +0.24% | -3.82% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.36% | +0.22% | -3.79% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.64% | +0.50% | -6.13% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.44% | -0.49% | -3.53% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.53% | +0.14% | -4.34% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.24% | +0.60% | -0.80% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.90% | +0.09% | -2.62% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 3.50% | -0.19% | -3.12% | |
| 10 | GWW | Ww Grainger Inc | 股票-工業 | 2.75% | +0.44% | -3.42% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-其他 | 2.58% | +0.10% | +6.73% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.52% | +0.09% | -6.07% | |
| 13 | RMD | Resmed Inc | 股票-醫療保健 | 2.28% | -0.40% | -3.37% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.12% | +0.81% | -4.43% | |
| 15 | UBER | Uber Technologies Inc | 股票-工業 | 2.10% | -0.15% | -3.43% | |
| 16 | MMM | 3m Co | 股票-工業 | 1.98% | +0.02% | -2.58% | |
| 17 | ECL | Ecolab Inc | 股票-原物料 | 1.80% | -0.09% | -2.81% | |
| 18 | EQIX | Equinix Inc | 股票-房地產 | 1.74% | -0.40% | -2.84% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.51% | -0.23% | -3.95% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.48% | +0.07% | -3.49% | |
| 21 | FISV | Fiserv Inc | 股票-其他 | 1.43% | -0.06% | -3.03% | |
| 22 | SLB | Slb LTD | 股票-能源 | 1.35% | -0.37% | -3.10% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.32% | -0.06% | -3.81% | |
| 24 | NOW | Servicenow Inc | 股票-科技 | 1.25% | -0.09% | -1.54% | |
| 25 | FAST | Fastenal Co | 股票-工業 | 1.23% | -0.04% | -3.50% | |
| 26 | CB | Chubb Limited | 股票-金融 | 1.20% | -0.08% | -2.15% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.19% | +0.09% | +0.79% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 1.15% | -0.24% | -3.12% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.03% | -1.71% | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.05% | -0.37% | -2.21% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.90% | -0.07% | -2.16% | |
| 32 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.88% | +0.27% | -3.59% | |
| 33 | EOG | Eog Resources Inc | 股票-能源 | 0.84% | -0.21% | -3.92% | |
| 34 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.80% | -0.19% | -4.33% | |
| 35 | SYY | Sysco CORP | 股票-非循環性消費 | 0.76% | +0.06% | -3.17% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.72% | +0.03% | -4.43% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.70% | +0.09% | -2.82% | |
| 38 | LHX | L3harris Technologies Inc | 股票-工業 | 0.69% | -0.17% | -3.28% | |
| 39 | VMI | Valmont Industries | 股票-工業 | 0.65% | +0.22% | -4.17% | |
| 40 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | -0.07% | -2.33% | |
| 41 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.56% | -0.11% | -2.04% | |
| 42 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.50% | -0.04% | -3.46% | |
| 43 | FFIV | F5 Inc | 股票-科技 | 0.45% | +0.13% | -1.98% | |
| 44 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.44% | +0.03% | -3.61% | |
| 45 | ALKS | Alkermes plc | 股票-醫療保健 | 0.44% | +0.20% | -2.69% | |
| 46 | IONS | Ionis Pharmaceuticals Inc | 股票-醫療保健 | 0.44% | -0.01% | -1.63% | |
| 47 | GNRC | Generac Holdings Inc | 股票-工業 | 0.42% | +0.19% | -2.81% | |
| 48 | FIS | Fidelity National Info Serv | 股票-科技 | 0.40% | -0.06% | -3.46% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.39% | +0.05% | — | |
| 50 | RDN | Radian Group Inc | 股票-金融 | 0.35% | +0.01% | -3.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -4.34% | 減碼 |
| 2 | ORCL | Oracle CORP | +1.5% | -3.12% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.3% | -0.80% | 減碼 |
| 4 | MSFT | Microsoft CORP | +1.2% | -3.87% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +1.2% | -6.13% | 減碼 |
| 6 | META | Meta Platforms Inc-class A | +0.5% | -3.53% | 減碼 |
| 7 | IWL | Ishares Russell Top 200 ETF | +0.3% | +6.73% | 加碼 |
| 8 | UBER | Uber Technologies Inc | +0.3% | -3.43% | 減碼 |
| 9 | IONS | Ionis Pharmaceuticals Inc | +0.2% | -1.63% | 減碼 |
| 10 | LHX | L3harris Technologies Inc | +0.2% | -3.28% | 減碼 |
| 11 | ULTA | Ulta Beauty Inc | +0.1% | -2.04% | 減碼 |
| 12 | UTHR | United Therapeutics CORP | +0.1% | -4.33% | 減碼 |
| 13 | VMI | Valmont Industries | +0.1% | -4.17% | 減碼 |
| 14 | FAST | Fastenal Co | +0.1% | -3.50% | 加碼 |
| 15 | RMD | Resmed Inc | +0.1% | -3.37% | 減碼 |
| 16 | SCHX | Schwab US Large-cap ETF | +0.1% | -6.07% | 減碼 |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | -4.43% | 減碼 |
| 18 | SCHM | Schwab US Mid Cap ETF | +0.1% | +0.79% | 減碼 |
| 19 | GNRC | Generac Holdings Inc | +0.1% | -2.81% | 減碼 |
| 20 | AVGO | Broadcom Inc | +0.1% | -9.99% | 減碼 |
| 21 | NOW | Servicenow Inc | 0% | -1.54% | 減碼 |
| 22 | TJX | Tjx Companies Inc | — | -3.95% | 減碼 |
| 23 | AAPL | Apple Inc | -0.1% | -3.79% | 減碼 |
| 24 | CAVA | Cava Group Inc | -0.1% | -2.80% | 減碼 |
| 25 | CTRA | Coterra Energy Inc | -0.1% | -3.31% | 減碼 |
| 26 | ALKS | Alkermes plc | -0.1% | -2.69% | 減碼 |
| 27 | AKAM | Akamai Technologies Inc | -0.1% | -3.46% | 減碼 |
| 28 | FIS | Fidelity National Info Serv | -0.1% | -3.46% | 減碼 |
| 29 | LULU | Lululemon Athletica Inc | -0.1% | -3.95% | 減碼 |
| 30 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.16% | 減碼 |
| 31 | AMZN | Amazon.com Inc | -0.2% | -3.82% | 減碼 |
| 32 | UNP | Union Pacific CORP | -0.2% | -3.49% | 減碼 |
| 33 | CB | Chubb Limited | -0.3% | -2.15% | 減碼 |
| 34 | SBUX | Starbucks CORP | -0.3% | -4.43% | 減碼 |
| 35 | EOG | Eog Resources Inc | -0.3% | -3.92% | 減碼 |
| 36 | EQIX | Equinix Inc | -0.3% | -2.84% | 減碼 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -2.82% | 減碼 |
| 38 | KO | Coca-cola Co/the | -0.3% | -3.81% | 減碼 |
| 39 | CRM | Salesforce Inc | -0.4% | -3.12% | 減碼 |
| 40 | ACN | Accenture plc | -0.5% | -2.21% | 減碼 |
| 41 | GWW | Ww Grainger Inc | -0.6% | -3.42% | 減碼 |
| 42 | SLB | Slb LTD | -0.6% | -3.10% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.7% | -3.59% | 減碼 |
| 44 | V | Visa Inc-class A Shares | -0.7% | -2.62% | 減碼 |
| 45 | FISV | Fiserv Inc | -1.5% | -3.03% | 減碼 |
| 46 | SO | Southern Co/the | — | EXIT | 清倉 |
| 47 | DINO | Hf Sinclair CORP | — | NEW | 新建倉 |
| 48 | LLY | Eli Lilly & Co | — | EXIT | 清倉 |
| 49 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 50 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Nicollet Investment Management, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$3.2億，共申報了 71 個公開持股部位。
在 Q3 2025 季度，Nicollet Investment Management, Inc. 按市值排列的前三大核心持股分別為：MSFT (8.4%)、AMZN (7.1%)、AAPL (6.4%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.4% 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
DINO
市值: US$69.6萬
本季最大獲利了結 / 清倉標的
SO
前期市值: US$105.4萬
在 Q3 2025 季度中，Nicollet Investment Management, Inc. 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 2 個部位、減碼 43 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DINO。 本季清倉部位包含 SO。
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。