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
107 檔
20.2%
Q2 2025 季度申報顯示，Northern Financial Advisors Inc 揭露的美股組合總市值為 US$1.5億，涵蓋 107 個不同之權益投資部位。
Q2 2025 的申報記錄反映 Northern Financial Advisors Inc 的板塊替換策略：機構本季推動了 53 筆增持與 43 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 SPY, NFLX, DIA）占據了總市值的 20.2%，展現出該機構在 Q2 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 | 8.57% | +0.51% | -0.95% | |
| 2 | NFLX | Netflix Inc | 股票-通訊服務 | 4.31% | -1.00% | +0.87% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.58% | -0.03% | -0.27% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.29% | +0.37% | +0.19% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 3.22% | -0.70% | -0.41% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | -0.29% | -1.73% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.89% | +0.12% | -0.20% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +0.10% | +23.62% | |
| 9 | NVR | Nvr Inc | 股票-循環性消費 | 2.49% | -0.10% | — | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.41% | +0.05% | +0.71% | |
| 11 | AXP | American Express Co | 股票-金融 | 2.10% | +0.02% | -1.00% | |
| 12 | ORCL | Oracle CORP | 股票-科技 | 2.05% | -0.13% | +1.56% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.99% | +0.21% | -0.19% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.93% | -0.84% | +3.94% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.73% | +0.20% | +0.07% | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 1.68% | +0.10% | +0.98% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.58% | +0.05% | +1.56% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.56% | +0.13% | +0.10% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 1.47% | +0.96% | -1.37% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.43% | -0.14% | -2.27% | |
| 21 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.35% | +0.05% | +1.87% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.31% | +0.23% | +11.21% | |
| 23 | MMM | 3m Co | 股票-工業 | 1.27% | +0.15% | +17.02% | |
| 24 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.23% | -0.09% | -0.81% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.19% | -0.19% | +1.14% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.16% | -0.05% | +0.41% | |
| 27 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.12% | -0.26% | -0.87% | |
| 28 | HON | Honeywell International Inc | 股票-工業 | 1.10% | -0.98% | EXIT | |
| 29 | RTX | Rtx CORP | 股票-工業 | 1.09% | -0.13% | +1.36% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | -0.06% | -0.58% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.44% | +6.49% | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.96% | -0.08% | -0.91% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.95% | — | — | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | +0.04% | +5.38% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.94% | +0.08% | — | |
| 36 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.92% | +0.04% | — | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 0.91% | — | +7.45% | |
| 38 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.90% | -0.34% | -3.77% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.78% | -0.03% | +17.05% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.77% | -0.27% | -0.51% | |
| 41 | T | At&t Inc | 股票-通訊服務 | 0.76% | -0.27% | +0.25% | |
| 42 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.76% | -0.13% | -0.42% | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.75% | -0.23% | — | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.75% | -0.05% | +0.41% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.73% | +0.02% | -9.03% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.71% | -0.23% | EXIT | |
| 47 | TDG | Transdigm Group Inc | 股票-工業 | 0.63% | +0.02% | — | |
| 48 | BLK | Blackrock Inc | 股票-金融 | 0.63% | -0.06% | -1.24% | |
| 49 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.59% | +0.07% | +34.50% | |
| 50 | EBAY | Ebay Inc | 股票-循環性消費 | 0.59% | +0.07% | +49.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | +0.19% | 加碼 |
| 2 | NFLX | Netflix Inc | +1% | +0.87% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1% | +23.62% | 加碼 |
| 4 | NKE | Nike Inc -cl B | +0.9% | NEW | 新建倉 |
| 5 | ORCL | Oracle CORP | +0.6% | +1.56% | 加碼 |
| 6 | MSFT | Microsoft CORP | +0.5% | -1.73% | 減碼 |
| 7 | AMD | Advanced Micro Devices | +0.4% | NEW | 新建倉 |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | -0.19% | 減碼 |
| 9 | TGT | Target CORP | +0.3% | NEW | 新建倉 |
| 10 | NOW | Servicenow Inc | +0.3% | +0.98% | 加碼 |
| 11 | EBAY | Ebay Inc | +0.2% | +49.22% | 加碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +0.71% | 加碼 |
| 13 | RCL 6 08-15-25債券 | Royal Caribbean Cruises | +0.2% | NEW | 新建倉 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -2.27% | 減碼 |
| 15 | CI | THE Cigna Group | +0.2% | +99.47% | 加碼 |
| 16 | ETN | Eaton Corporation plc | +0.2% | — | 不變 |
| 17 | AXP | American Express Co | +0.1% | -1.00% | 減碼 |
| 18 | COF | Capital One Financial CORP | +0.1% | +7.45% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.07% | 加碼 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +0.10% | 加碼 |
| 21 | MMM | 3m Co | +0.1% | +17.02% | 加碼 |
| 22 | INTU | Intuit Inc | +0.1% | +1.26% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | -1.37% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +6.49% | 加碼 |
| 25 | MU | Micron Technology Inc | +0.1% | — | 不變 |
| 26 | MS | Morgan Stanley | +0.1% | +1.74% | 加碼 |
| 27 | DELL | Dell Technologies -c | +0.1% | +0.06% | 加碼 |
| 28 | ELV | Elevance Health Inc | +0.1% | +34.50% | 加碼 |
| 29 | DE | Deere & Co | 0% | +12.23% | 加碼 |
| 30 | C | Citigroup Inc | 0% | +3.12% | 加碼 |
| 31 | WMT | Walmart Inc | 0% | -0.41% | 減碼 |
| 32 | SHW | Sherwin-williams Co/the | 0% | +17.05% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | 0% | +10.23% | 加碼 |
| 34 | SAP | Sap Se-sponsored Adr | 0% | -0.81% | 減碼 |
| 35 | RTX | Rtx CORP | 0% | +1.36% | 加碼 |
| 36 | CMG | Chipotle Mexican Grill Inc | 0% | +0.01% | 加碼 |
| 37 | PH | Parker Hannifin CORP | 0% | — | 不變 |
| 38 | SCHX | Schwab US Large-cap ETF | 0% | +1.19% | 加碼 |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.26% | 加碼 |
| 40 | ABT | Abbott Laboratories | 0% | +10.76% | 加碼 |
| 41 | TDG | Transdigm Group Inc | — | — | 不變 |
| 42 | BLK | Blackrock Inc | — | -1.24% | 減碼 |
| 43 | BAC | Bank Of America CORP | — | -2.35% | 減碼 |
| 44 | DFUS | Dimensional US Eq Mkt ETF | — | +0.09% | 加碼 |
| 45 | USB | US Bancorp | — | +5.03% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | — | -5.06% | 減碼 |
| 47 | IWM | Ishares Russell 2000 ETF | — | +0.18% | 加碼 |
| 48 | PNC | Pnc Financial Services Group | 0% | +0.05% | 加碼 |
| 49 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | +3.23% | 加碼 |
| 50 | ADBE | Adobe Inc | 0% | +3.32% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Northern Financial Advisors Inc 在 Q2 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 107 個公開持股部位。
在 Q2 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%)、NFLX (4.3%)、DIA (3.6%)。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
NKE
市值: US$122.3萬
本季最大獲利了結 / 清倉標的
TMO
前期市值: US$55.9萬
在 Q2 2025 季度中，Northern Financial Advisors Inc 共進行了 96 項持倉異動，包含新建倉 4 個部位、加碼 49 個部位、減碼 41 個部位以及清倉 2 個部位。 其中最大新建倉標的為 NKE。 本季清倉部位包含 TMO。
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。