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: 0001977602
申報總市值
US$100.2億
US$100.2億
362 檔
10.4%
Q1 2025 季度申報顯示，Ofi Invest Asset Management 揭露的美股組合總市值為 US$100.2億，涵蓋 362 個不同之權益投資部位。
Q1 2025 的申報記錄反映 Ofi Invest Asset Management 的板塊替換策略：機構本季推動了 23 筆增持與 27 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 MSFT, NVDA, AAPL）占據了總市值的 10.4%，展現出該機構在 Q1 2025 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 362 檔）
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 7.35% | +1.00% | -2.59% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.19% | -0.03% | +0.75% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.06% | -2.49% | +12.57% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.13% | +2.66% | -1.58% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.61% | -1.74% | -10.22% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.27% | +0.97% | -0.22% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.26% | -1.09% | +11.04% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.19% | -0.19% | -0.66% | |
| 9 | CRM | Salesforce Inc | 股票-科技 | 1.60% | -0.03% | +44.08% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.59% | -0.19% | +0.15% | |
| 11 | PGR | Progressive CORP | 股票-金融 | 1.52% | -0.15% | +7.41% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.52% | -0.11% | +70.21% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.50% | -0.23% | +0.73% | |
| 14 | BLK | Blackrock Inc | 股票-金融 | 1.48% | -0.73% | — | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.48% | -0.23% | +0.04% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.46% | +0.74% | -0.06% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.43% | +0.60% | -1.68% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.36% | +0.06% | +0.52% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.35% | -0.69% | +77.04% | |
| 20 | SLB | Slb LTD | 股票-能源 | 1.34% | -0.26% | +0.70% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 1.23% | -0.60% | +42.79% | |
| 22 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.15% | +0.24% | +9.00% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.14% | +0.08% | -24.54% | |
| 24 | TRGP | Targa Resources CORP | 股票-能源 | 1.11% | -0.19% | +26.05% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.10% | -0.36% | +27.09% | |
| 26 | EXC | Exelon CORP | 股票-公用事業 | 1.07% | +0.09% | +35.72% | |
| 27 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 1.04% | -0.14% | +0.11% | |
| 28 | RSG | Republic Services Inc | 股票-工業 | 1.03% | -0.16% | +0.63% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 1.03% | +0.08% | +5.96% | |
| 30 | UBER | Uber Technologies Inc | 股票-工業 | 1.01% | -0.12% | +264.01% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.98% | -0.01% | +56.39% | |
| 32 | COF | Capital One Financial CORP | 股票-金融 | 0.97% | +0.10% | +1906.86% | |
| 33 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.95% | -0.17% | +0.12% | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.94% | +0.37% | +0.54% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.91% | -0.10% | +0.20% | |
| 36 | PLD | Prologis Inc | 股票-房地產 | 0.90% | -0.12% | +1.70% | |
| 37 | ANET | Arista Networks Inc | 股票-科技 | 0.87% | +0.05% | — | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.87% | +1.01% | +1.44% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +1.27% | -47.10% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.86% | -0.35% | +36.56% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.83% | -0.11% | +0.16% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.79% | +0.08% | -0.55% | |
| 43 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.78% | -0.02% | +1.10% | |
| 44 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.77% | -0.17% | +0.51% | |
| 45 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.75% | -0.01% | -1.32% | |
| 46 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 0.74% | — | +22.02% | |
| 47 | MET | Metlife Inc | 股票-金融 | 0.74% | -0.20% | -0.07% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | +0.19% | -62.31% | |
| 49 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.70% | -0.01% | +19168.12% | |
| 50 | CARR | Carrier Global CORP | 股票-工業 | 0.70% | — | -31.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.5% | NEW | 新建倉 |
| 2 | COF | Capital One Financial CORP | +0.9% | +1906.86% | 加碼 |
| 3 | ANET | Arista Networks Inc | +0.9% | NEW | 新建倉 |
| 4 | UBER | Uber Technologies Inc | +0.8% | +264.01% | 加碼 |
| 5 | PG | Procter & Gamble Co/the | +0.7% | +70.21% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.7% | +19168.12% | 加碼 |
| 7 | EXC | Exelon CORP | +0.5% | +35.72% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.5% | +42.79% | 加碼 |
| 9 | TYL | Tyler Technologies Inc | +0.5% | +43428.77% | 加碼 |
| 10 | UNP | Union Pacific CORP | +0.4% | +56.39% | 加碼 |
| 11 | PGR | Progressive CORP | +0.4% | +7.41% | 加碼 |
| 12 | LEVI | Levi Strauss & Co- Class A | +0.4% | NEW | 新建倉 |
| 13 | TRGP | Targa Resources CORP | +0.4% | +26.05% | 加碼 |
| 14 | AAPL | Apple Inc | +0.4% | +12.57% | 加碼 |
| 15 | FSLR | First Solar Inc | +0.3% | +503.32% | 加碼 |
| 16 | PSX | Phillips 66 | +0.3% | +36.56% | 加碼 |
| 17 | NEE | Nextera Energy Inc | +0.3% | +27.09% | 加碼 |
| 18 | NDAQ | Nasdaq Inc | +0.3% | +503.80% | 加碼 |
| 19 | MLM | Martin Marietta Materials | +0.2% | +61.55% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.1% | -10.22% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | -0.1% | +0.04% | 加碼 |
| 22 | CMG | Chipotle Mexican Grill Inc | -0.1% | -1.32% | 減碼 |
| 23 | XYL | Xylem Inc | -0.1% | -22.01% | 減碼 |
| 24 | CSCO | Cisco Systems Inc | -0.2% | -33.10% | 減碼 |
| 25 | AXP | American Express Co | -0.2% | -34.01% | 減碼 |
| 26 | PH | Parker Hannifin CORP | -0.2% | -27.26% | 減碼 |
| 27 | SBUX | Starbucks CORP | -0.2% | EXIT | 清倉 |
| 28 | DECK | Deckers Outdoor CORP | -0.3% | +22.02% | 加碼 |
| 29 | REXR | Rexford Industrial Realty In | -0.3% | -96.11% | 減碼 |
| 30 | CARR | Carrier Global CORP | -0.3% | -31.77% | 減碼 |
| 31 | DDOG | Datadog Inc - Class A | -0.4% | -93.07% | 減碼 |
| 32 | MS | Morgan Stanley | -0.4% | -24.54% | 減碼 |
| 33 | HUBS | Hubspot Inc | -0.4% | -92.87% | 減碼 |
| 34 | AVGO | Broadcom Inc | -0.4% | +11.04% | 加碼 |
| 35 | MRVL | Marvell Technology Inc | -0.4% | -3.43% | 減碼 |
| 36 | DELL | Dell Technologies -c | -0.4% | -94.65% | 減碼 |
| 37 | MDLZ | Mondelez International Inc-a | -0.4% | -99.73% | 減碼 |
| 38 | XOM | Exxon Mobil CORP | -0.4% | -91.06% | 減碼 |
| 39 | HPE | Hewlett Packard Enterprise | -0.4% | -38.93% | 減碼 |
| 40 | CEG | Constellation Energy | -0.4% | -94.61% | 減碼 |
| 41 | STZ | Constellation Brands Inc-a | -0.6% | -74.14% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.6% | -2.59% | 減碼 |
| 43 | QCOM | Qualcomm Inc | -0.6% | -68.38% | 減碼 |
| 44 | NUE | Nucor CORP | -0.6% | -96.82% | 減碼 |
| 45 | UNH | Unitedhealth Group Inc | -0.6% | -47.10% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.7% | -1.58% | 減碼 |
| 47 | HAL | Halliburton Co | -0.8% | -97.20% | 減碼 |
| 48 | MU | Micron Technology Inc | -0.8% | -99.18% | 減碼 |
| 49 | NVDA | Nvidia CORP | -1.1% | +0.75% | 加碼 |
| 50 | GS | Goldman Sachs Group Inc | -1.1% | -62.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ofi Invest Asset Management 在 Q1 2025 季度的美股持倉總市值約為 US$100.2億，共申報了 362 個公開持股部位。
在 Q1 2025 季度，Ofi Invest Asset Management 按市值排列的前三大核心持股分別為：MSFT (7.3%)、NVDA (7.2%)、AAPL (6.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.3% 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
BLK
市值: US$5647.7萬
本季最大獲利了結 / 清倉標的
SBUX
前期市值: US$949.7萬
在 Q1 2025 季度中，Ofi Invest Asset Management 共進行了 50 項持倉異動，包含新建倉 3 個部位、加碼 20 個部位、減碼 26 個部位以及清倉 1 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 SBUX。
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。