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。
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CIK: 0002059828
申報總市值
US$1.5億
US$1.5億
104 檔
21.3%
在 Q1 2025 的 13F 官方備案中，Northstar Financial Companies, Inc. 管理的美股投資組合規模來到 US$1.5億，整體持股檔數為 104 檔。
從 Q1 2025 申報觀察，Northstar Financial Companies, Inc. 採取防禦導向的調倉策略，本季減碼 20 檔個股並出清 9 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 IWB, V, AAPL）累計市值佔比達 21.3%，是驅動 Northstar Financial Companies, 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 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 12.06% | -0.25% | -14.29% | |
| 2 | V | Visa Inc-class A Shares | 股票-金融 | 8.54% | — | -19.20% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.70% | -0.19% | -40.60% | |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 4.23% | +0.11% | -5.59% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | -0.27% | -3.27% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.74% | -0.19% | -14.68% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.73% | -0.05% | -14.56% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | -0.15% | +11.44% | |
| 9 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.97% | -0.56% | +5.01% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.91% | -0.77% | +12.46% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.81% | +0.10% | -47.45% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | -0.13% | +5.14% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.53% | — | -1.68% | |
| 14 | RTX | Rtx CORP | 股票-工業 | 1.31% | -0.19% | -0.18% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.29% | +0.04% | +2.21% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | -0.55% | -11.46% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | +0.03% | -37.89% | |
| 18 | AFL | Aflac Inc | 股票-金融 | 1.20% | -0.12% | +9.84% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.10% | -26.59% | |
| 20 | BP | Bp Plc-spons Adr | 股票-能源 | 1.08% | -0.35% | +20.25% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | +0.15% | — | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.01% | +0.10% | +0.31% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +0.37% | +3.24% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | — | +1.11% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 0.97% | -0.03% | +10.04% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.94% | +0.04% | +90.08% | |
| 27 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.94% | -0.09% | +16.82% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | -0.07% | -18.45% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.90% | -0.19% | +21.27% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.89% | -0.06% | -7.22% | |
| 31 | PFE | Pfizer Inc | 股票-醫療保健 | 0.88% | -0.10% | -0.88% | |
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.82% | -0.03% | +19.82% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.81% | — | -0.72% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.17% | -1.86% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.07% | -26.13% | |
| 36 | MO | Altria Group Inc | 股票-非循環性消費 | 0.75% | +0.08% | -6.07% | |
| 37 | OKE | Oneok Inc | 股票-能源 | 0.71% | — | +10.93% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | -0.04% | — | |
| 39 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.69% | -0.18% | EXIT | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | +0.05% | -18.65% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.64% | +0.09% | -26.00% | |
| 42 | SHEL | Shell Plc-adr | 股票-能源 | 0.61% | -0.18% | EXIT | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.61% | -0.07% | -4.98% | |
| 44 | UGI | Ugi CORP | 股票-公用事業 | 0.59% | — | +11.34% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.59% | — | -1.50% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.56% | -0.02% | — | |
| 47 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 0.53% | — | -3.93% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.49% | — | +28.25% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.48% | — | -7.99% | |
| 50 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.47% | -0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.7% | +11.44% | 加碼 |
| 2 | CVX | Chevron CORP | +0.6% | +12.46% | 加碼 |
| 3 | VZ | Verizon Communications Inc | +0.5% | +5.01% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.4% | +90.08% | 加碼 |
| 5 | BP | Bp Plc-spons Adr | +0.4% | +20.25% | 加碼 |
| 6 | ED | Consolidated Edison Inc | +0.4% | +16.82% | 加碼 |
| 7 | ABBV | Abbvie Inc | +0.4% | -1.68% | 減碼 |
| 8 | AFL | Aflac Inc | +0.3% | +9.84% | 加碼 |
| 9 | IBM | Intl Business Machines CORP | +0.3% | +2.21% | 加碼 |
| 10 | RTX | Rtx CORP | +0.3% | -0.18% | 減碼 |
| 11 | SO | Southern Co/the | +0.3% | +19.82% | 加碼 |
| 12 | DUK | Duke Energy CORP | +0.3% | +10.04% | 加碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | — | 不變 |
| 14 | PEP | Pepsico Inc | +0.2% | +21.27% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.2% | -19.20% | 減碼 |
| 16 | OXY | Occidental Petroleum CORP | +0.2% | +30.42% | 加碼 |
| 17 | RGLD | Royal Gold Inc | +0.2% | +32.06% | 加碼 |
| 18 | UGI | Ugi CORP | +0.2% | +11.34% | 加碼 |
| 19 | VEA | Vanguard Ftse Developed ETF | +0.1% | -14.68% | 減碼 |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +5.14% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -18.65% | 減碼 |
| 22 | MSFT | Microsoft CORP | 0% | -3.27% | 減碼 |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | -5.59% | 減碼 |
| 24 | FDX | Fedex CORP | -0.1% | -28.35% | 減碼 |
| 25 | PG | Procter & Gamble Co/the | -0.1% | -26.13% | 減碼 |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -26.00% | 減碼 |
| 27 | MA | Mastercard Inc - A | -0.2% | -26.59% | 減碼 |
| 28 | FELC | Fidelity Enh Lrg Cap Cor ETF | -0.2% | -39.32% | 減碼 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.3% | -18.45% | 減碼 |
| 30 | VB | Vanguard Small-cap ETF | -0.3% | -14.56% | 減碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -51.31% | 減碼 |
| 32 | COST | Costco Wholesale CORP | -0.5% | -37.89% | 減碼 |
| 33 | PM | Philip Morris International | -0.7% | -81.10% | 減碼 |
| 34 | IWB | Ishares Russell 1000 ETF | -0.8% | -14.29% | 減碼 |
| 35 | AMZN | Amazon.com Inc | -1.7% | -47.45% | 減碼 |
| 36 | AAPL | Apple Inc | -3.7% | -40.60% | 減碼 |
| 37 | WMT | Walmart Inc | — | EXIT | 清倉 |
| 38 | MU | Micron Technology Inc | — | NEW | 新建倉 |
| 39 | BLK | Blackrock Inc | — | EXIT | 清倉 |
| 40 | TJX | Tjx Companies Inc | — | EXIT | 清倉 |
| 41 | ADBE | Adobe Inc | — | EXIT | 清倉 |
| 42 | CI | THE Cigna Group | — | NEW | 新建倉 |
| 43 | AVGO | Broadcom Inc | — | EXIT | 清倉 |
| 44 | AMGN | Amgen Inc | — | NEW | 新建倉 |
| 45 | IOO | Ishares Global 100 ETF | — | EXIT | 清倉 |
| 46 | MDT | Medtronic plc | — | NEW | 新建倉 |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | 新建倉 |
| 48 | VFVA | Vanguard U.s. Value Factor | — | EXIT | 清倉 |
| 49 | PDO | Pimco Dynamic Income Opport | — | EXIT | 清倉 |
| 50 | GUTS | Fractyl Health Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Northstar Financial Companies, Inc. 在 Q1 2025 季度的美股持倉總市值約為 US$1.5億，共申報了 104 個公開持股部位。
在 Q1 2025 季度，Northstar Financial Companies, Inc. 按市值排列的前三大核心持股分別為：IWB (12.1%)、V (8.5%)、AAPL (5.7%)。其中最大持股部位 IWB 佔據整體投資組合約 12.1% 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
MU
市值: US$43.4萬
本季最大獲利了結 / 清倉標的
WMT
前期市值: US$46.7萬
在 Q1 2025 季度中，Northstar Financial Companies, Inc. 共進行了 49 項持倉異動，包含新建倉 5 個部位、加碼 15 個部位、減碼 20 個部位以及清倉 9 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 WMT。
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。