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: 0001962457
申報總市值
US$1.5億
US$1.5億
105 檔
17.9%
截至 Q1 2025 季度末，Northern Financial Advisors Inc 的美股持倉估值約為 US$1.5億，全數申報部位共有 105 檔。
Northern Financial Advisors Inc 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 57 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 SPY, DIA, AAPL）占據了總市值的 17.9%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.61% | +0.51% | -0.25% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.77% | -0.03% | +0.10% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.44% | +0.12% | +0.70% | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 3.27% | -1.00% | -0.26% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 3.19% | -0.70% | -1.10% | |
| 6 | NVR | Nvr Inc | 股票-循環性消費 | 2.69% | -0.10% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.56% | -0.29% | -0.99% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.26% | -0.84% | +2.03% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | +0.05% | -0.52% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | +0.37% | — | |
| 11 | AXP | American Express Co | 股票-金融 | 1.97% | +0.02% | -0.22% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.70% | +0.21% | -0.05% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | +0.05% | -1.45% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.10% | +2.12% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.62% | +0.20% | — | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.45% | +0.13% | +1.19% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.44% | +0.05% | +0.69% | |
| 18 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.13% | -0.60% | |
| 19 | NOW | Servicenow Inc | 股票-科技 | 1.41% | +0.10% | +0.37% | |
| 20 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.39% | -0.26% | -2.29% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.39% | +0.96% | -1.16% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.37% | +0.23% | -0.45% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.29% | -0.05% | +12.52% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.27% | +0.14% | -5.60% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.26% | -0.14% | +1.03% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.24% | -0.06% | -0.72% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | -0.19% | +0.19% | |
| 28 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.21% | -0.09% | -1.80% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 1.18% | -0.98% | EXIT | |
| 30 | MMM | 3m Co | 股票-工業 | 1.16% | +0.15% | +4.30% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 1.11% | — | -1.08% | |
| 32 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.08% | -0.34% | +6.20% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.08% | +0.16% | -5.99% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 1.08% | -0.13% | +0.97% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 1.04% | -0.08% | — | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | +0.04% | -5.98% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.98% | +0.02% | +14.47% | |
| 38 | EPD | Enterprise Products Partners | 股票-能源 | 0.91% | -0.23% | — | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | -0.27% | +1.15% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.90% | +0.44% | -0.39% | |
| 41 | VFC | Vf CORP | 股票-循環性消費 | 0.89% | +0.02% | -2.32% | |
| 42 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.84% | -0.13% | +130.24% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.82% | -0.27% | +4.60% | |
| 44 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.81% | +0.07% | -3.65% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.79% | +0.08% | -0.45% | |
| 46 | COF | Capital One Financial CORP | 股票-金融 | 0.79% | — | -1.01% | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.77% | -0.05% | -0.96% | |
| 48 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.75% | -0.03% | +17.82% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.19% | -2.88% | |
| 50 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.66% | — | -13.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences Inc | +0.6% | +130.24% | 加碼 |
| 2 | EBAY | Ebay Inc | +0.4% | NEW | 新建倉 |
| 3 | JNJ | Johnson & Johnson | +0.3% | +114.01% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +2.03% | 加碼 |
| 5 | KO | Coca-cola Co/the | +0.3% | +12.52% | 加碼 |
| 6 | AMGN | Amgen Inc | +0.3% | +14.47% | 加碼 |
| 7 | TMUS | T-mobile US Inc | +0.3% | -2.29% | 減碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +1.19% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.2% | -0.26% | 減碼 |
| 10 | MMM | 3m Co | +0.2% | +4.30% | 加碼 |
| 11 | APD | Air Products & Chemicals Inc | +0.2% | NEW | 新建倉 |
| 12 | T | At&t Inc | +0.2% | +4.60% | 加碼 |
| 13 | PGR | Progressive CORP | +0.2% | -1.08% | 減碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | -1.45% | 減碼 |
| 15 | RTX | Rtx CORP | +0.2% | +0.97% | 加碼 |
| 16 | TRV | Travelers Cos Inc/the | +0.2% | +0.69% | 加碼 |
| 17 | ELV | Elevance Health Inc | +0.2% | +14.13% | 加碼 |
| 18 | SHW | Sherwin-williams Co/the | +0.2% | +17.82% | 加碼 |
| 19 | LLY | Eli Lilly & Co | +0.1% | -0.45% | 減碼 |
| 20 | SAP | Sap Se-sponsored Adr | +0.1% | -1.80% | 減碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.52% | 減碼 |
| 22 | LIN | Linde plc | +0.1% | +11.63% | 加碼 |
| 23 | ABBV | Abbvie Inc | +0.1% | -1.48% | 減碼 |
| 24 | MCD | Mcdonald's CORP | +0.1% | +1.15% | 加碼 |
| 25 | CVX | Chevron CORP | +0.1% | -2.88% | 減碼 |
| 26 | EPD | Enterprise Products Partners | +0.1% | — | 不變 |
| 27 | YUM | Yum! Brands Inc | +0.1% | -1.05% | 減碼 |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +0.10% | 加碼 |
| 29 | TDG | Transdigm Group Inc | +0.1% | — | 不變 |
| 30 | MA | Mastercard Inc - A | +0.1% | — | 不變 |
| 31 | COST | Costco Wholesale CORP | +0.1% | +0.19% | 加碼 |
| 32 | SLB | Slb LTD | +0.1% | — | 不變 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -0.39% | 減碼 |
| 34 | DE | Deere & Co | +0.1% | -0.57% | 減碼 |
| 35 | GD | General Dynamics CORP | +0.1% | -0.96% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | +0.1% | -0.72% | 減碼 |
| 37 | SBUX | Starbucks CORP | 0% | -0.45% | 減碼 |
| 38 | META | Meta Platforms Inc-class A | 0% | +1.03% | 加碼 |
| 39 | LOW | Lowe's Cos Inc | 0% | +6.20% | 加碼 |
| 40 | CI | THE Cigna Group | 0% | -0.53% | 減碼 |
| 41 | CB | Chubb Limited | 0% | -1.57% | 減碼 |
| 42 | VZ | Verizon Communications Inc | 0% | -9.76% | 減碼 |
| 43 | COF | Capital One Financial CORP | 0% | -1.01% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | 0% | -5.60% | 減碼 |
| 45 | SU | Suncor Energy Inc | 0% | — | 不變 |
| 46 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | — | 不變 |
| 47 | ABT | Abbott Laboratories | 0% | -10.51% | 減碼 |
| 48 | MU | Micron Technology Inc | 0% | — | 不變 |
| 49 | NOC | Northrop Grumman CORP | 0% | -6.94% | 減碼 |
| 50 | QCOM | Qualcomm Inc | 0% | +1.19% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Northern Financial Advisors Inc 在 Q1 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 105 個公開持股部位。
在 Q1 2025 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分別為：SPY (8.6%)、DIA (3.8%)、AAPL (3.4%)。其中最大持股部位 SPY 佔據整體投資組合約 8.6% 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
EBAY
市值: US$48.1萬
本季最大獲利了結 / 清倉標的
BMY
前期市值: US$47.5萬
在 Q1 2025 季度中，Northern Financial Advisors Inc 共進行了 92 項持倉異動，包含新建倉 2 個部位、加碼 33 個部位、減碼 53 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EBAY。 本季清倉部位包含 BMY。
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。