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: 0001661762
申報總市值
US$21.0億
US$21.0億
67 檔
19.2%
Q3 2025 季度申報顯示，Oak Grove Capital LLC 揭露的美股組合總市值為 US$21.0億，涵蓋 67 個不同之權益投資部位。
Oak Grove Capital LLC 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 20 個全新部位及加碼 17 檔持股的同時，亦同步清倉 14 檔並減碼 29 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MU, AMD）占據了總市值的 19.2%，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 | 30.22% | -10.35% | -14.58% | |
| 2 | MU | Micron Technology Inc | 股票-科技 | 16.18% | +6.78% | +24.12% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 3.96% | +0.47% | +25.04% | |
| 4 | NBIS | Nebius Group N.V. | 股票-其他 | 3.45% | +2.20% | +428.65% | |
| 5 | COHR | Coherent CORP | 股票-科技 | 3.31% | -0.67% | -23.81% | |
| 6 | NFLX | Netflix Inc | 股票-通訊服務 | 3.20% | -0.99% | +20.29% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.91% | -0.60% | -11.53% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.70% | -0.20% | -34.68% | |
| 9 | BN | Brookfield CORP | 股票-金融 | 2.61% | -0.46% | +12.75% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.52% | -0.79% | -11.52% | |
| 11 | ALAB | Astera Labs Inc | 股票-科技 | 2.41% | +0.07% | -7.06% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.32% | -0.84% | -1.68% | |
| 13 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.30% | -1.08% | -5.33% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.21% | +0.08% | -11.02% | |
| 15 | DUK | Duke Energy CORP | 股票-公用事業 | 2.01% | -0.05% | -10.46% | |
| 16 | D | Dominion Energy Inc | 股票-公用事業 | 1.95% | -0.34% | -16.19% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.84% | +0.10% | -33.82% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.53% | +0.32% | -15.04% | |
| 19 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.11% | -0.33% | +23.34% | |
| 20 | CTRA | Coterra Energy Inc | 股票-能源 | 1.11% | -1.09% | EXIT | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.08% | +0.12% | -19.15% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.96% | -0.17% | -16.66% | |
| 23 | SRE | Sempra | 股票-公用事業 | 0.68% | -0.02% | -10.07% | |
| 24 | VST | Vistra CORP | 股票-公用事業 | 0.66% | +0.65% | +9.26% | |
| 25 | EQT | Eqt CORP | 股票-能源 | 0.65% | +0.48% | +130.65% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.56% | -0.10% | -20.98% | |
| 27 | ET | Energy Transfer LP | 股票-能源 | 0.54% | +0.13% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.12% | +7.97% | |
| 29 | IREN | IREN Limited | 股票-其他 | 0.43% | -0.05% | — | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.35% | +0.04% | -12.44% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.30% | +0.04% | -9.76% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.29% | -0.31% | -25.40% | |
| 33 | LNG | Cheniere Energy Inc | 股票-能源 | 0.24% | -0.09% | — | |
| 34 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.22% | — | -21.13% | |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.18% | — | — | |
| 36 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.16% | — | +129.41% | |
| 37 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.14% | -0.06% | -31.01% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.13% | — | — | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.13% | -0.16% | — | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.12% | +0.01% | -37.96% | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.12% | -0.05% | EXIT | |
| 42 | MSTR 8 PERP債券 | Strategy Inc | 債券 | 0.11% | — | -47.27% | |
| 43 | RMBS | Rambus Inc | 股票-科技 | 0.11% | -0.01% | -7.41% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.11% | -0.03% | -67.57% | |
| 45 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.10% | -0.02% | -54.79% | |
| 46 | APP | Applovin Corp-class A | 股票-科技 | 0.09% | — | +12.50% | |
| 47 | SNPS | Synopsys Inc | 股票-科技 | 0.08% | +0.02% | -16.42% | |
| 48 | KTOS | Kratos Defense & Security | 股票-工業 | 0.08% | +0.01% | — | |
| 49 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.08% | -0.01% | -18.94% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.08% | +0.29% | +37.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +10% | +24.12% | 加碼 |
| 2 | NVDA | Nvidia CORP | +5.9% | -14.58% | 減碼 |
| 3 | AMD | Advanced Micro Devices | +3.8% | +25.04% | 加碼 |
| 4 | NFLX | Netflix Inc | +2.2% | +20.29% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +1.9% | -11.53% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +1% | -5.33% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.9% | -16.66% | 加碼 |
| 8 | KMI | Kinder Morgan, Inc. | +0.7% | +23.34% | 加碼 |
| 9 | CTRA | Coterra Energy Inc | +0.7% | +49.97% | 加碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -1.68% | 加碼 |
| 11 | VST | Vistra CORP | +0.2% | +9.26% | 加碼 |
| 12 | SRE | Sempra | +0.1% | -10.07% | 加碼 |
| 13 | NOW | Servicenow Inc | +0.1% | -9.76% | 加碼 |
| 14 | COHR | Coherent CORP | 0% | -23.81% | 加碼 |
| 15 | VGSH | Vanguard Short-term Treasury | 0% | -25.40% | 加碼 |
| 16 | DUK | Duke Energy CORP | 0% | -10.46% | 加碼 |
| 17 | SPG | Simon Property Group Inc | 0% | — | 不變 |
| 18 | LRCX | Lam Research CORP | 0% | -12.44% | 減碼 |
| 19 | NOC | Northrop Grumman CORP | 0% | — | 減碼 |
| 20 | ETN | Eaton Corporation plc | -0.1% | -29.41% | 減碼 |
| 21 | ASML | ASML Holding N.V. | -0.1% | +37.50% | 減碼 |
| 22 | COST | Costco Wholesale CORP | -0.1% | -11.52% | 加碼 |
| 23 | FCX | Freeport-mcmoran Inc | -0.1% | -14.49% | 減碼 |
| 24 | CQP | Cheniere Energy Partners LP | -0.1% | -41.67% | 減碼 |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | -18.94% | 減碼 |
| 26 | APH | Amphenol Corp-cl A | -0.1% | -22.66% | 減碼 |
| 27 | ARM | Arm Holdings Plc-adr | -0.1% | -21.13% | 減碼 |
| 28 | HON | Honeywell International Inc | -0.2% | -37.54% | 減碼 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +7.97% | 加碼 |
| 30 | GILD | Gilead Sciences Inc | -0.2% | -41.67% | 減碼 |
| 31 | REGN | Regeneron Pharmaceuticals | -0.3% | -31.01% | 減碼 |
| 32 | MINT | Pimco Enhanced Short Maturit | -0.3% | -37.96% | 減碼 |
| 33 | SNPS | Synopsys Inc | -0.3% | -16.42% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | -0.6% | -58.37% | 減碼 |
| 35 | EQT | Eqt CORP | -0.7% | +130.65% | 減碼 |
| 36 | RTX | Rtx CORP | -0.7% | -67.57% | 減碼 |
| 37 | D | Dominion Energy Inc | -0.8% | -16.19% | 減碼 |
| 38 | NU | Nu Holdings Ltd. | -0.8% | -61.62% | 減碼 |
| 39 | AVGO | Broadcom Inc | -0.9% | — | 減碼 |
| 40 | TMO | Thermo Fisher Scientific Inc | -1.2% | -54.79% | 減碼 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | -1.4% | -11.02% | 減碼 |
| 42 | IBM | Intl Business Machines CORP | -1.8% | -15.04% | 減碼 |
| 43 | MRK | Merck & Co. Inc. | -2.3% | -19.15% | 減碼 |
| 44 | BN | Brookfield CORP | -2.3% | +12.75% | 減碼 |
| 45 | MSFT | Microsoft CORP | -2.9% | -20.98% | 減碼 |
| 46 | AAPL | Apple Inc | -5.1% | -33.82% | 減碼 |
| 47 | LLY | Eli Lilly & Co | -9.8% | -34.68% | 減碼 |
| 48 | NBIS | Nebius Group N.V. | — | NEW | 新建倉 |
| 49 | ALAB | Astera Labs Inc | — | NEW | 新建倉 |
| 50 | MRVL | Marvell Technology Inc | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Oak Grove Capital LLC 在 Q3 2025 季度的美股持倉總市值約為 US$21.0億，共申報了 67 個公開持股部位。
在 Q3 2025 季度，Oak Grove Capital LLC 按市值排列的前三大核心持股分別為：NVDA (30.2%)、MU (16.2%)、AMD (4.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 30.2% 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
NBIS
市值: US$2435.3萬
本季最大獲利了結 / 清倉標的
MRVL
前期市值: US$466.4萬
在 Q3 2025 季度中，Oak Grove Capital LLC 共進行了 80 項持倉異動，包含新建倉 20 個部位、加碼 17 個部位、減碼 29 個部位以及清倉 14 個部位。 其中最大新建倉標的為 NBIS。 本季清倉部位包含 MRVL。
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。