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: 0001082215
申報總市值
US$27.1億
US$27.1億
181 檔
28.2%
截至 Q3 2025 季度末，Northeast Investment Management 的美股持倉估值約為 US$27.1億，全數申報部位共有 181 檔。
Northeast Investment Management 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 31 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 NVDA, AAPL, MSFT）占據了總市值的 28.2%，展現出該機構在 Q3 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 | NVDA | Nvidia CORP | 股票-科技 | 8.98% | +0.07% | -2.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.57% | +0.21% | -0.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.32% | -0.34% | -0.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.22% | +0.54% | -1.19% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.75% | +0.63% | -1.06% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.44% | -0.64% | -1.14% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.36% | +0.03% | -1.27% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.15% | -0.29% | -0.46% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.73% | +0.10% | +4.83% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.73% | -0.19% | -1.08% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.49% | -0.02% | -0.73% | |
| 12 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 2.08% | +0.44% | -1.74% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.76% | -0.01% | -1.36% | |
| 14 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.69% | -0.53% | +0.03% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.66% | +0.34% | -0.87% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.64% | -0.26% | -0.47% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.63% | -0.16% | -1.85% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.57% | -0.37% | +0.19% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.43% | -0.24% | -4.97% | |
| 20 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.34% | +0.11% | -0.63% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.30% | +0.65% | -2.04% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.29% | -0.14% | -1.82% | |
| 23 | AMT | American Tower CORP | 股票-房地產 | 1.29% | -0.21% | -1.75% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | -0.13% | -1.10% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.29% | +0.10% | +3.50% | |
| 26 | WM | Waste Management Inc | 股票-工業 | 1.22% | -0.20% | +2.49% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.18% | -0.22% | -3.62% | |
| 28 | URI | United Rentals Inc | 股票-工業 | 1.16% | +0.36% | +0.11% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.15% | +0.95% | +6.68% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.10% | -0.07% | -0.33% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 1.06% | -0.12% | EXIT | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.10% | -1.69% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.01% | +0.07% | +10.76% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.23% | -1.52% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.97% | -0.29% | +19.19% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.93% | -0.93% | EXIT | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.84% | +0.01% | +2.65% | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.83% | -0.06% | +1.31% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.79% | -0.08% | -0.85% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.34% | -2.34% | |
| 41 | DE | Deere & Co | 股票-工業 | 0.71% | — | -0.36% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.70% | -0.08% | -0.80% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.24% | -3.24% | |
| 44 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.65% | -0.10% | +15.92% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.63% | +0.08% | +5.10% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.06% | -3.28% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.03% | EXIT | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.49% | -0.09% | -1.27% | |
| 49 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.49% | -0.02% | -0.45% | |
| 50 | UBER | Uber Technologies Inc | 股票-工業 | 0.46% | -0.13% | +27.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -2.26% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.3% | -1.19% | 減碼 |
| 3 | MSFT | Microsoft CORP | +0.8% | -0.96% | 減碼 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.5% | +10.76% | 加碼 |
| 5 | NFLX | Netflix Inc | +0.4% | +19.19% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | +6.68% | 加碼 |
| 7 | UBER | Uber Technologies Inc | +0.3% | +27.31% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | -0.46% | 加碼 |
| 9 | ABBNY | Abb Ltd-spon Adr | +0.3% | -1.74% | 減碼 |
| 10 | URI | United Rentals Inc | +0.3% | +0.11% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | -0.63% | 減碼 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.3% | +4.83% | 加碼 |
| 13 | ASML | ASML Holding N.V. | +0.3% | -2.04% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -1.69% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | -0.73% | 減碼 |
| 16 | GEV | GE Vernova Inc | +0.2% | +9.81% | 加碼 |
| 17 | SPOT | Spotify Technology S.A. | +0.2% | +15.92% | 加碼 |
| 18 | VB | Vanguard Small-cap ETF | +0.2% | +3.50% | 加碼 |
| 19 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +5.10% | 加碼 |
| 20 | TSLA | Tesla Inc | +0.1% | +1.48% | 加碼 |
| 21 | WMT | Walmart Inc | +0.1% | +0.19% | 加碼 |
| 22 | NOW | Servicenow Inc | +0.1% | +3.25% | 加碼 |
| 23 | TJX | Tjx Companies Inc | +0.1% | +1.31% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | -0.21% | 減碼 |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.60% | 加碼 |
| 26 | BLK | Blackrock Inc | 0% | -0.85% | 減碼 |
| 27 | VO | Vanguard Mid-cap ETF | 0% | +2.65% | 加碼 |
| 28 | BX | Blackstone Inc | — | -4.97% | 減碼 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -1.10% | 減碼 |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.33% | 減碼 |
| 31 | AKAM | Akamai Technologies Inc | -0.1% | -63.64% | 減碼 |
| 32 | AMZN | Amazon.com Inc | -0.1% | -1.06% | 減碼 |
| 33 | LOW | Lowe's Cos Inc | -0.1% | -0.47% | 減碼 |
| 34 | TROW | T Rowe Price Group Inc | -0.2% | -5.48% | 減碼 |
| 35 | CLX | Clorox Company | -0.2% | -19.95% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -3.28% | 減碼 |
| 37 | CVX | Chevron CORP | -0.2% | -3.24% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.2% | -2.34% | 減碼 |
| 39 | AAPL | Apple Inc | -0.3% | -0.98% | 減碼 |
| 40 | HON | Honeywell International Inc | -0.3% | -8.28% | 減碼 |
| 41 | DHR | Danaher CORP | -0.3% | -1.82% | 減碼 |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.4% | -1.85% | 減碼 |
| 43 | ISRG | Intuitive Surgical Inc | -0.4% | +0.03% | 加碼 |
| 44 | AMT | American Tower CORP | -0.5% | -1.75% | 減碼 |
| 45 | LLY | Eli Lilly & Co | -0.5% | -0.87% | 減碼 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -1.08% | 減碼 |
| 47 | COST | Costco Wholesale CORP | -0.7% | -1.14% | 減碼 |
| 48 | V | Visa Inc-class A Shares | -0.8% | -1.27% | 減碼 |
| 49 | ACN | Accenture plc | -1.2% | -46.08% | 減碼 |
| 50 | PWR | Quanta Services Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Northeast Investment Management 在 Q3 2025 季度的美股持倉總市值約為 US$27.1億，共申報了 181 個公開持股部位。
在 Q3 2025 季度，Northeast Investment Management 按市值排列的前三大核心持股分別為：NVDA (9.0%)、AAPL (6.6%)、MSFT (5.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.0% 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
PWR
市值: US$254.0萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$1.5億
在 Q3 2025 季度中，Northeast Investment Management 共進行了 50 項持倉異動，包含新建倉 1 個部位、加碼 18 個部位、減碼 31 個部位以及清倉 0 個部位。 其中最大新建倉標的為 PWR。
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。