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: 0001665198
申報總市值
US$45.2億
US$45.2億
1387 檔
89.9%
根據最新整理的 13F 季度數據集，NorthCoast Asset Management LLC 於 Q3 2025 結束時的管理資產規模為 US$45.2億。該機構在本季度申報了 1387 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，NorthCoast Asset Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 147 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 EQTY, MSFT, AAPL）占據了總市值的 89.9%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 1387 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 | EQTY | Kovitz Core Equity ETF | ETF-其他 | 4.58% | — | -0.04% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | -0.37% | +5.09% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.97% | -0.01% | +4.33% | |
| 4 | POWL | Powell Industries Inc | 股票-工業 | 2.75% | — | +42.18% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.09% | -1.38% | -5.86% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.07% | +0.22% | +0.40% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.87% | +0.51% | -3.23% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | — | +2.04% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.18% | -8.51% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.55% | — | +3.38% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.14% | +19.92% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.36% | -0.01% | +0.99% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.24% | +0.25% | -2.25% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.14% | -0.14% | -4.50% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.14% | +0.68% | -2.05% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.14% | — | -0.97% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.13% | — | +1.04% | |
| 18 | KEYS | Keysight Technologies In | 股票-科技 | 1.13% | — | +1.54% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | +0.09% | +0.03% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 0.98% | +0.26% | +0.85% | |
| 21 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.87% | -0.06% | -12.54% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 0.81% | +0.03% | +4.32% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.80% | — | -0.75% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | -0.37% | +0.52% | |
| 25 | PM | Philip Morris International | 股票-非循環性消費 | 0.75% | -0.04% | +0.55% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.73% | -0.02% | -0.43% | |
| 27 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.72% | — | -16.00% | |
| 28 | GXO | Gxo Logistics Inc | 股票-工業 | 0.72% | — | +0.01% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.02% | -0.17% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.71% | — | +1.59% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 0.70% | — | +67.65% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.69% | -0.71% | +42.07% | |
| 33 | PH | Parker Hannifin CORP | 股票-工業 | 0.68% | +0.03% | +0.11% | |
| 34 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.67% | — | -0.03% | |
| 35 | APO | Apollo Global Management Inc | 股票-金融 | 0.67% | +0.01% | +3.83% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.02% | -4.62% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.62% | — | +0.71% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | +0.21% | +2.75% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | — | +0.50% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.56% | -0.03% | +5.79% | |
| 41 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.54% | — | +1.03% | |
| 42 | J | Jacobs Solutions Inc | 股票-工業 | 0.53% | — | -22.14% | |
| 43 | AON | Aon plc | 股票-金融 | 0.50% | -0.01% | +13.53% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | — | +3.46% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.50% | +0.39% | +0.37% | |
| 46 | PCAR | Paccar Inc | 股票-工業 | 0.48% | — | -0.63% | |
| 47 | ANET | Arista Networks Inc | 股票-科技 | 0.48% | +0.03% | -28.69% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.48% | -0.06% | -1.61% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.06% | +3.62% | |
| 50 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.46% | — | +5.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +5.09% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.7% | +2.04% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.7% | -8.51% | 加碼 |
| 4 | ALC | Alcon Inc. | +0.4% | +13620.09% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.23% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.4% | -2.25% | 減碼 |
| 7 | PEP | Pepsico Inc | +0.3% | +3.62% | 加碼 |
| 8 | ACN | Accenture plc | +0.3% | +412.45% | 加碼 |
| 9 | WAT | Waters CORP | +0.3% | +23712.43% | 加碼 |
| 10 | ADI | Analog Devices Inc | +0.3% | -4.66% | 加碼 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.3% | +19.92% | 加碼 |
| 12 | ADBE | Adobe Inc | +0.3% | +4.32% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.2% | -2.05% | 加碼 |
| 14 | COO | Cooper Cos Inc/the | +0.2% | +27418.11% | 加碼 |
| 15 | AAPL | Apple Inc | +0.2% | +4.33% | 加碼 |
| 16 | IYW | Ishares Ustechnology ETF | +0.2% | +8.07% | 加碼 |
| 17 | CEG | Constellation Energy | +0.2% | -9.40% | 加碼 |
| 18 | CRM | Salesforce Inc | +0.2% | +42.07% | 加碼 |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +2.69% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.2% | +123.59% | 加碼 |
| 21 | ANET | Arista Networks Inc | +0.1% | -28.69% | 減碼 |
| 22 | NFLX | Netflix Inc | +0.1% | +7.58% | 加碼 |
| 23 | TRV | Travelers Cos Inc/the | +0.1% | +192.78% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +0.03% | 減碼 |
| 25 | WDAY | Workday Inc-class A | +0.1% | +176.76% | 加碼 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +0.52% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | -5.39% | 加碼 |
| 28 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | +197.05% | 加碼 |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +10.38% | 加碼 |
| 30 | CSL | Carlisle Cos Inc | +0.1% | +1491.46% | 加碼 |
| 31 | AMAT | Applied Materials Inc | +0.1% | +2.75% | 加碼 |
| 32 | HUBS | Hubspot Inc | +0.1% | +615.01% | 加碼 |
| 33 | SCHB | Schwab US Broad Market ETF | +0.1% | +16.24% | 加碼 |
| 34 | MCK | Mckesson CORP | +0.1% | +38.86% | 加碼 |
| 35 | SLV | Ishares Silver Trust | +0.1% | +1.46% | 加碼 |
| 36 | CAH | Cardinal Health Inc | +0.1% | +231.12% | 加碼 |
| 37 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +151.50% | 加碼 |
| 38 | EQT | Eqt CORP | +0.1% | +4562.35% | 加碼 |
| 39 | TSLA | Tesla Inc | +0.1% | +7.73% | 加碼 |
| 40 | UBER | Uber Technologies Inc | +0.1% | +12.44% | 加碼 |
| 41 | STX | Seagate Technology Holdings plc | +0.1% | +26.88% | 加碼 |
| 42 | APP | Applovin Corp-class A | +0.1% | +389.61% | 加碼 |
| 43 | MA | Mastercard Inc - A | +0.1% | +4.76% | 加碼 |
| 44 | ABBV | Abbvie Inc | +0.1% | +8.32% | 加碼 |
| 45 | CMI | Cummins Inc | +0.1% | +4.20% | 加碼 |
| 46 | PWR | Quanta Services Inc | +0.1% | -0.90% | 加碼 |
| 47 | VGK | Vanguard Ftse Europe ETF | +0.1% | +3.46% | 加碼 |
| 48 | GXO | Gxo Logistics Inc | +0.1% | +0.01% | 加碼 |
| 49 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +25.23% | 加碼 |
| 50 | BKNG | Booking Holdings Inc | +0.1% | +31.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，NorthCoast Asset Management LLC 在 Q3 2025 季度的美股持倉總市值約為 US$45.2億，共申報了 1387 個公開持股部位。
在 Q3 2025 季度，NorthCoast Asset Management LLC 按市值排列的前三大核心持股分別為：EQTY (4.6%)、MSFT (3.4%)、AAPL (3.0%)。其中最大持股部位 EQTY 佔據整體投資組合約 4.6% 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
POWL
市值: US$7.1億
本季最大獲利了結 / 清倉標的
LPLA
前期市值: US$2032.8萬
在 Q3 2025 季度中，NorthCoast Asset Management LLC 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 132 個部位、減碼 51 個部位以及清倉 2 個部位。 其中最大新建倉標的為 POWL。 本季清倉部位包含 LPLA。
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。